Civic Intelligence

Hollis Foundation

990 • Fiscal year 2018 • EIN 61-1900941

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 04, 2019

Organization ProfileN/A
1221 SW Yamhill St 100Portland, OR 97205-2108

(503) 227-6846

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$435,151

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

$46,938,194

No earlier filing loaded for comparison.

Net Assets

$46,854,100

No earlier filing loaded for comparison.

Liabilities

$84,094

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin100th percentile

Revenue

$47,490,119

No earlier filing loaded for comparison.

Expenses

$84,094

No earlier filing loaded for comparison.

Net Income

$47,406,025

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2018: $46,938,194Liabilities 2018: $84,094Net Assets 2018: $46,854,1002018Assets 2019: $49,985,077Liabilities 2019: $128,828Net Assets 2019: $49,856,2492019Assets 2020: $71,931,736Liabilities 2020: $180,154Net Assets 2020: $71,751,5822020Assets 2021: $88,968,365Liabilities 2021: $420,590Net Assets 2021: $88,547,7752021Assets 2022: $70,030,139Liabilities 2022: $304,259Net Assets 2022: $69,725,8802022Assets 2023: $89,374,274Liabilities 2023: $235,351Net Assets 2023: $89,138,9232023Assets 2024: $147,453,966Liabilities 2024: $1,403,369Net Assets 2024: $146,050,5972024

Highlighted filing

2018

Assets$46,938,194
Liabilities$84,094
Net Assets$46,854,100
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MRevenue 2018: $47,490,119Expenses 2018: $84,094Net Income 2018: $47,406,0252018Revenue 2019: $1,606,907Expenses 2019: $3,709,006Net Income 2019: -$2,102,0992019Revenue 2020: $18,532,653Expenses 2020: $2,620,064Net Income 2020: $15,912,5892020Revenue 2021: $14,360,180Expenses 2021: $4,110,191Net Income 2021: $10,249,9892021Revenue 2022: -$82,532Expenses 2022: $2,994,082Net Income 2022: -$3,076,6142022Revenue 2023: $10,540,843Expenses 2023: $3,173,320Net Income 2023: $7,367,5232023Revenue 2024: $50,560,741Expenses 2024: $6,116,613Net Income 2024: $44,444,1282024

Highlighted filing

2018

Revenue$47,490,119
Expenses$84,094
Net Income$47,406,025
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 4, 2019
Return Version
2018v3.1
Gross Receipts
$72,545,300
Mission and Program Overview

Mission

The Hollis Foundation is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve lives for all Oregonians through the power of philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$46,771,153-
Cash and Non-Interest-Bearing Accounts-$100,000-
Other Notes and Loans Receivable, Net-$67,041-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$0$46,938,194▲ $46,938,194
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses-$84,094-
Other Liabilities$0$0→ $0
Total Liabilities$0$84,094▲ $84,094
Net Assets / Fund Balance
Unrestricted Net Assets-$46,854,100-
Total Net Assets Fund Balance$0$46,854,100▲ $46,854,100
Total Liabilities and Net Assets / Fund Balance$0$46,938,194▲ $46,938,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$0$48,655,278▼ $1,708,473-$46,854,100
2017$0---$0
2016$0---$0
2015$0---$0
2014----$0
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
-President
-Trustee
-Assistant Secretary/Treasurer
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,655,278
Program Service Revenue
$0
Investment Income
$-1,165,159
Other Revenue
$0
All Other Contributions
$48,655,278
Change in Net Assets
$47,406,025

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$44,189,893Market value
Total Noncash Contributions3$44,189,893-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$84,094-$84,094
Total Functional Expenses$0$84,094$0$84,094
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
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“David Anderson, Linda Anderson - Family relationship”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The Oregon Community Foundation is entitled to appoint 3 (of 5) Trustees of the Board of Trustees. David Anderson (or his successor) is entitled to appoint 1 Trustee. Linda Anderson (or her successor) is entitled to appoint 1 Trustee.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Oregon Community Foundation (OCF) prepares the Form 990 which is reviewed by OCF's Vice President/CFO. All Board members are provided a copy of the completed 990 before it is filed.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Board members and officers annually receive copies of the Foundation's conflict of interest policy and confirm in writing that they have read, understand and agree to comply with the policy.”

Form 990, Part VI, Line 19 Required documents available to the public

“The Hollis Foundation is a supporting organization of The Oregon Community Foundation (OCF). The OCF consolidated financial statements are posted on its website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office.”

Filing and Contact Details

Filer

Filer Name
Hollis Foundation
EIN
61-1900941
Phone
5032276846
Address
1221 SW Yamhill St 100, Portland, OR 97205-2108

Signing Officer

Name
Elizabeth A Carey
Title
Assistant Secretary/Treasurer
Signed
2019-10-04

Organization Details

Formed
2018
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C audit committee responsibility

“The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants.”

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Elizabeth Carey
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0David Anderson, Linda Anderson - Family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Oregon Community Foundation is entitled to appoint 3 (of 5) Trustees of the Board of Trustees. David Anderson (or his successor) is entitled to appoint 1 Trustee. Linda Anderson (or her successor) is entitled to appoint 1 Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Oregon Community Foundation (OCF) prepares the Form 990 which is reviewed by OCF's Vice President/CFO. All Board members are provided a copy of the completed 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board members and officers annually receive copies of the Foundation's conflict of interest policy and confirm in writing that they have read, understand and agree to comply with the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Hollis Foundation is a supporting organization of The Oregon Community Foundation (OCF). The OCF consolidated financial statements are posted on its website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b Review of form 990 by governing body
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c audit committee responsibility
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,938,194
Liabilities
$84,094
Net assets
$46,854,100
Revenue
$47,490,119
Expenses
$84,094
Net income
$47,406,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$1.40$146$50.6$6.12$44.4
2023Detailed filing. Detailed filing data is available for this year.$89.4$0.24$89.1$10.5$3.17$7.37
2022Detailed filing. Detailed filing data is available for this year.$70.0$0.30$69.7$0.08$2.99$3.08
2021Detailed filing. Detailed filing data is available for this year.$89.0$0.42$88.5$14.4$4.11$10.2
2020Detailed filing. Detailed filing data is available for this year.$71.9$0.18$71.8$18.5$2.62$15.9
2019Detailed filing. Detailed filing data is available for this year.$50.0$0.13$49.9$1.61$3.71$2.10
2018Detailed filing. Detailed filing data is available for this year.$46.9$0.08$46.9$47.5$0.08$47.4