Civic Intelligence

First Unitarian Church of Portland Foundation

990 • Fiscal year 2014 • EIN 43-1968342

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.FIRSTUNITARIANPORTLAND.ORG
1034 SW 13th AvePortland, OR 97205

(503) 228-6389

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,277,240

Up $72,375 (+6.0%) from 2013

Net Assets

Up

$1,277,240

Up $72,375 (+6.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin89th percentile

Revenue

Down

$121,766

Down $17,030 (-12%) from 2013

Expenses

Up

$70,612

Up $1,958 (+2.9%) from 2013

Net Income

Down

$51,154

Down $18,988 (-27%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,000,379Liabilities 2011: $90,000Net Assets 2011: $910,3792011Assets 2012: $980,718Liabilities 2012: $0Net Assets 2012: $980,7182012Assets 2013: $1,204,865Liabilities 2013: $0Net Assets 2013: $1,204,8652013Assets 2014: $1,277,240Liabilities 2014: $0Net Assets 2014: $1,277,2402014Assets 2015: $1,324,564Liabilities 2015: $4,695Net Assets 2015: $1,319,8692015Assets 2016: $1,326,440Liabilities 2016: $0Net Assets 2016: $1,326,4402016Assets 2017: $1,801,336Liabilities 2017: $662Net Assets 2017: $1,800,6742017Assets 2018: $1,478,554Liabilities 2018: $0Net Assets 2018: $1,478,5542018Assets 2019: $1,662,383Liabilities 2019: $0Net Assets 2019: $1,662,3832019Assets 2020: $1,888,128Liabilities 2020: $0Net Assets 2020: $1,888,1282020Assets 2021: $2,192,570Liabilities 2021: $0Net Assets 2021: $2,192,5702021Assets 2022: $1,772,154Liabilities 2022: $0Net Assets 2022: $1,772,1542022Assets 2023: $2,002,032Liabilities 2023: $0Net Assets 2023: $2,002,0322023Assets 2024: $2,675,351Liabilities 2024: $0Net Assets 2024: $2,675,3512024

Highlighted filing

2014

Assets$1,277,240
Liabilities$0
Net Assets$1,277,240
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $68,5342011Expenses 2012: $66,0552012Revenue 2013: $138,796Expenses 2013: $68,654Net Income 2013: $70,1422013Revenue 2014: $121,766Expenses 2014: $70,612Net Income 2014: $51,1542014Revenue 2015: $211,122Expenses 2015: $76,467Net Income 2015: $134,6552015Revenue 2016: $75,259Expenses 2016: $77,138Net Income 2016: -$1,8792016Revenue 2017: $450,716Expenses 2017: $82,615Net Income 2017: $368,1012017Revenue 2018: $354,751Expenses 2018: $510,654Net Income 2018: -$155,9032018Revenue 2019: $117,392Expenses 2019: $77,824Net Income 2019: $39,5682019Revenue 2020: $121,093Expenses 2020: $80,470Net Income 2020: $40,6232020Revenue 2021: $188,856Expenses 2021: $83,153Net Income 2021: $105,7032021Revenue 2022: $52,066Expenses 2022: $97,981Net Income 2022: -$45,9152022Revenue 2023: $160,687Expenses 2023: $106,609Net Income 2023: $54,0782023Revenue 2024: $683,286Expenses 2024: $103,549Net Income 2024: $579,7372024

Highlighted filing

2014

Revenue$121,766
Expenses$70,612
Net Income$51,154
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$446,750
Mission and Program Overview

Mission

Support the first unitarian church of portland and programs of the church.

Provide funding for the first unitarian church of portland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,106,841$1,171,940▲ $65,099
Savings and Temporary Cash Investments$98,024$105,300▲ $7,276
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,204,865$1,277,240▲ $72,375
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,204,865$1,277,240▲ $72,375
Total Net Assets Fund Balance$1,204,865$1,277,240▲ $72,375
Total Liabilities and Net Assets / Fund Balance$1,204,865$1,277,240▲ $72,375
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Evans Van BurenChairman
Roger RobinsonBoard Appointee
Bob LeeperMember
Marilee ThompsonMember
Pierre ProvostMember
Jim ShorrSecretary
Michael CunninghamTrease/brd Appt
Revenue and Support

Revenue Composition

Contributions and Grants
$80,131
Program Service Revenue
$0
Investment Income
$41,635
Other Revenue
$0
All Other Contributions
$80,131
Change in Net Assets
$51,154

Audited Revenue Reconciliation

Revenue per Audited Statements
$121,766
Total Revenue per Audited Statements
$121,766
Total Revenue per Form 990
$121,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,497
Other Expenses$13,185
Salaries, Compensation, and Employee Benefits$5,930
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,497--$51,497
Other Salaries and Wages-$5,930-$5,930
Office Expenses-$2,970-$2,970
Other Expenses-$292-$292
Total Functional Expenses$51,497$19,115$0$70,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$70,612
Total Expenses per Audited Statements$70,612
Total Expenses per Form 990$70,612
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Unitarian Church of PorPortland, OR501(c)(3)Religous$51,497
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Two members of the governing body are elected by the First Unitarian Church Board of Trustees to serve on the Foundation's Board for 1-year terms.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No committee was authorized to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the draft of form 990 is available for all voting members of the board to review between three and five business days before it is signed and submitted to the internal revenue service. Each board member is notified and an electronic copy is available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
First Unitarian Church Foundation
EIN
43-1968342
Phone
5032286389
Address
1034 SW 13th Ave, PORTLAND, OR 97205

Signing Officer

Name
Evans Van Buren
Title
Chairman
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Evans Van Buren
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Ras Groupllc
Address
7148 SW Gonzaga St, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036848421
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/RevenueSubtotalAmt0121766
IRS990ScheduleD/TotalExpensesPerForm990Amt070612
IRS990ScheduleD/TotalRevenuePerForm990Amt0121766
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0121766
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IRS990ScheduleI/RecipientTable/CashGrantAmt051497
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RELIGOUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITARIAN CHURCH OF POR
IRS990ScheduleI/RecipientTable/RecipientEIN0930406414
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01011 SW 12TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two members of the governing body are elected by the First Unitarian Church Board of Trustees to serve on the Foundation's Board for 1-year terms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE WAS AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE DRAFT OF FORM 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE AND FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt070612
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/WebsiteAddressTxt0WWW.FIRSTUNITARIANPORTLAND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVANS VAN BUREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST UNITARIAN CHURCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0431968342
ReturnHeader/Filer/PhoneNum05032286389
ReturnHeader/Filer/USAddress/AddressLine1Txt01034 SW 13th Ave
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAS GROUPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07148 SW Gonzaga St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036848421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roy R Rogers
ReturnHeader/ReturnTs02015-11-16T11:27:47-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,277,240
Liabilities
$0
Net assets
$1,277,240
Revenue
$121,766
Expenses
$70,612
Net income
$51,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.68$0.10$0.58
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.16$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.19$0.08$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.35$0.51$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.45$0.08$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.21$0.08$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.14$0.07$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.09$0.91$0.07