Civic Intelligence

First Unitarian Church of Portland Foundation

990 • Fiscal year 2016 • EIN 43-1968342

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 08, 2017

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

34th percentile

-2.5%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

45th percentile

0.1%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,326,440

Up $1,876 (+0.1%) from 2015

Net Assets

Up

$1,326,440

Up $6,571 (+0.5%) from 2015

Liabilities

Down

$0

Down $4,695 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin34th percentile

Revenue

Down

$75,259

Down $135,863 (-64%) from 2015

Expenses

Up

$77,138

Up $671 (+0.9%) from 2015

Net Income

Down

-$1,879

Down $136,534 (-101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2016

Assets$1,326,440
Liabilities$0
Net Assets$1,326,440
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$75,259
Expenses$77,138
Net Income-$1,879
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 8, 2017
Return Version
2016v3.0
Gross Receipts
$432,344
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$1,245,227$1,256,144▲ $10,917
Savings and Temporary Cash Investments$79,337$70,296▼ $9,041
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$1,324,564$1,326,440▲ $1,876
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,695--
Total Liabilities$4,695$0▼ $4,695
Net Assets / Fund Balance
Unrestricted Net Assets$1,319,869$1,326,440▲ $6,571
Total Net Assets Fund Balance$1,319,869$1,326,440▲ $6,571
Total Liabilities and Net Assets / Fund Balance$1,324,564$1,326,440▲ $1,876
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Evans Van BurenChairman
Bob LeeperMember
Ed McclaranMember
Harriet DenisonMember
Laura MilneMember
Marilee ThompsonMember
Pierre ProvostMember
Jim ShorrSecretary
Darin StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,167
Program Service Revenue
$0
Investment Income
$61,092
Other Revenue
$0
All Other Contributions
$14,167
Change in Net Assets
$-1,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,875
Other Expenses$24,263
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,875--$52,875
Office Expenses-$7,401-$7,401
Fees for Services Other-$5,173-$5,173
Other Expenses-$3-$3
Total Functional Expenses$52,875$24,263$0$77,138
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Unitarian Church of PorPortland, OR501(c)3Religous$52,875
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
2017-06-08
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
Raw XML Appendix388 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04695
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE FUNDING FOR THE FIRST UNITARIAN CHURCH OF PORTLAND.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt014167
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Zaida Cooper
IRS990/BooksInCareOfDetail/PhoneNum05032286389
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01034 SW 13th Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097205
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014167
IRS990/CYGrantsAndSimilarPaidAmt052875
IRS990/CYInvestmentIncomeAmt061092
IRS990/CYOtherExpensesAmt024263
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1879
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt077138
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt075259
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE FOUNDATION PROVIDES SUPPLEMENTAL FUNDING FOR THE FIRST UNITARIAN CHURCH OF PORTLAND AND ITS MANY PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt052875
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05173
IRS990/FeesForServicesOtherGrp/TotalAmt05173
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0ED MCCLARAN
IRS990/Form990PartVIISectionAGrp/PersonNm1EVANS VAN BUREN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARILEE THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM SHORR
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB LEEPER
IRS990/Form990PartVIISectionAGrp/PersonNm5PIERRE PROVOST
IRS990/Form990PartVIISectionAGrp/PersonNm6HARRIET DENISON
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA MILNE
IRS990/Form990PartVIISectionAGrp/PersonNm8DARIN STEWART
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt026812
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052875
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052875
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0383897
IRS990/GrossReceiptsAmt0432344
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034280
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034280
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01245227
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01256144
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0357085
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FUNDING FOR THE FIRST UNITARIAN CHURCH OF PORTLAND.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01319869
IRS990/NetAssetsOrFundBalancesEOYAmt01326440
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026812
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026812
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08450
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07401
IRS990/OfficeExpensesGrp/TotalAmt07401
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMIN PORTFOLIO MANAGEMENT
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011686
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13
IRS990/OtherExpensesGrp/TotalAmt011686
IRS990/OtherExpensesGrp/TotalAmt13
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0EVANS VAN BUREN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0116835
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt054493
IRS990/PYInvestmentIncomeAmt094287
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021974
IRS990/PYRevenuesLessExpensesAmt0134655
IRS990/PYTotalExpensesAmt076467
IRS990/PYTotalRevenueAmt0211122
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1879
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079337
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070296
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/CashGrantAmt052875
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/TotalAssetsBOYAmt01324564
IRS990/TotalAssetsEOYAmt01326440
IRS990/TotalAssetsGrp/BOYAmt01324564
IRS990/TotalAssetsGrp/EOYAmt01326440
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014167
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024263
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052875
IRS990/TotalFunctionalExpensesGrp/TotalAmt077138
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04695
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04695
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01319869
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01326440
IRS990/TotalProgramServiceExpensesAmt052875
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026812
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034280
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075259
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01324564
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01326440
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01319869
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01326440
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVANS VAN BUREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-08
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/ReturnTs02017-06-08T10:51:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,326,440
Liabilities
$0
Net assets
$1,326,440
Revenue
$75,259
Expenses
$77,138
Net income
-$1,879
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