Civic Intelligence

First Unitarian Church of Portland Foundation

990 • Fiscal year 2015 • EIN 43-1968342

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 25, 2016

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

61st percentile

3.7%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

73%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,324,564

Up $47,324 (+3.7%) from 2014

Net Assets

Up

$1,319,869

Up $42,629 (+3.3%) from 2014

Liabilities

Up

$4,695

Up $4,695 from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Up

$211,122

Up $89,356 (+73%) from 2014

Expenses

Up

$76,467

Up $5,855 (+8.3%) from 2014

Net Income

Up

$134,655

Up $83,501 (+163%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2015

Assets$1,324,564
Liabilities$4,695
Net Assets$1,319,869
Open 2015 Filing

Operations Trend

Revenue Growth92nd 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

2015

Revenue$211,122
Expenses$76,467
Net Income$134,655
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 25, 2016
Return Version
2015v2.0
Gross Receipts
$465,866
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$1,171,940$1,245,227▲ $73,287
Savings and Temporary Cash Investments$105,300$79,337▼ $25,963
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$1,277,240$1,324,564▲ $47,324
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$4,695-
Total Liabilities$0$4,695▲ $4,695
Net Assets / Fund Balance
Unrestricted Net Assets$1,277,240$1,319,869▲ $42,629
Total Net Assets Fund Balance$1,277,240$1,319,869▲ $42,629
Total Liabilities and Net Assets / Fund Balance$1,277,240$1,324,564▲ $47,324
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Evans Van BurenChairman
Bob LeeperMember
Laura MilneMember
Marilee ThompsonMember
Pierre ProvostMember
Roger RobinsonMember
Ruth RobinsonMember
Jim ShorrSecretary
Michael CunninghamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,835
Program Service Revenue
$0
Investment Income
$94,287
Other Revenue
$0
All Other Contributions
$116,835
Change in Net Assets
$134,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,493
Other Expenses$21,974
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,493--$54,493
Office Expenses-$5,632-$5,632
Fees for Services Other-$4,695-$4,695
Other Expenses-$42-$42
Total Functional Expenses$54,493$21,974$0$76,467
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Unitarian Church of PorPortland, OR501(c)(3)Religous$54,493
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
Yes
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
No
Management duties delegated
No

Governance Explanations

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 return will be distributed electronically to the organization's board members for review before being submitted. The board members have the reviewed financial statements to aid in reviewing the accuracy of the 990.”

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

“Governing documents are provided to the board, but not currently posted on the website. Hard copies of the documents are kept in the office. Financial statemenst are distributed in hardcopy and electronically to the board and upon request.”

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
2016-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Evans Van Buren
Voting Board Members
9
Independent Board Members
9
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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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079337
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt054493
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
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097205
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE WAS AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WILL BE DISTRIBUTED ELECTRONICALLY TO THE ORGANIZATION'S BOARD MEMBERS FOR REVIEW BEFORE BEING SUBMITTED. THE BOARD MEMBERS HAVE THE REVIEWED FINANCIAL STATEMENTS TO AID IN REVIEWING THE ACCURACY OF THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE PROVIDED TO THE BOARD, BUT NOT CURRENTLY POSTED ON THE WEBSITE. HARD COPIES OF THE DOCUMENTS ARE KEPT IN THE OFFICE. FINANCIAL STATEMENST ARE DISTRIBUTED IN HARDCOPY AND ELECTRONICALLY TO THE BOARD AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01277240
IRS990/TotalAssetsEOYAmt01324564
IRS990/TotalAssetsGrp/BOYAmt01277240
IRS990/TotalAssetsGrp/EOYAmt01324564
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116835
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021974
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054493
IRS990/TotalFunctionalExpensesGrp/TotalAmt076467
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt04695
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04695
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01277240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01319869
IRS990/TotalProgramServiceExpensesAmt054493
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038339
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055948
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211122
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01277240
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01324564
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01277240
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01319869
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01034 SW 13TH AVE
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097205
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.FIRSTUNITARIANPORTLAND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVANS VAN BUREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-25
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/ReturnTs02016-07-25T10:14:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,324,564
Liabilities
$4,695
Net assets
$1,319,869
Revenue
$211,122
Expenses
$76,467
Net income
$134,655
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