Civic Intelligence

Hollis Foundation

990 • Fiscal year 2019 • EIN 61-1900941

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 05, 2020

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.08x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

2nd percentile

-131%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$474,868

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$49,985,077

Up $3,046,883 (+6.5%) from 2018

Net Assets

Up

$49,856,249

Up $3,002,149 (+6.4%) from 2018

Liabilities

Up

$128,828

Up $44,734 (+53%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin2nd percentile

Revenue

Down

$1,606,907

Down $45,883,212 (-97%) from 2018

Expenses

Up

$3,709,006

Up $3,624,912 (+4311%) from 2018

Net Income

Down

-$2,102,099

Down $49,508,124 (-104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2019

Assets$49,985,077
Liabilities$128,828
Net Assets$49,856,249
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

2019

Revenue$1,606,907
Expenses$3,709,006
Net Income-$2,102,099
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2020
Return Version
2019v5.0
Gross Receipts
$16,315,304
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$49,628,641▲ $2,857,488
Cash and Non-Interest-Bearing Accounts$100,000$283,863▲ $183,863
Other Notes and Loans Receivable, Net$67,041$72,573▲ $5,532
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$46,938,194$49,985,077▲ $3,046,883
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$84,094$128,828▲ $44,734
Other Liabilities$0$0→ $0
Total Liabilities$84,094$128,828▲ $44,734
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$46,854,100$49,856,249▲ $3,002,149
Total Net Assets Fund Balance$46,854,100$49,856,249▲ $3,002,149
Total Liabilities and Net Assets / Fund Balance$46,938,194$49,985,077▲ $3,046,883

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$46,854,100$0▲ $6,713,064-$49,856,249
2018$0$48,655,278▼ $1,708,473-$46,854,100
2017$0---$0
2016$0---$0
2015$0---$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,606,907
Other Revenue
$0
Change in Net Assets
$-2,102,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,035,000
Other Expenses$674,006
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,035,000--$3,035,000
Fees for Service Investment Mgmnt Fees-$148,135-$148,135
Fees for Services Legal-$11,490-$11,490
Other Expenses-$2,450-$2,450
Total Functional Expenses$3,035,000$674,006$0$3,709,006
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Columbia Land TrustVancouver, WA501(c)(3)Environment$1,835,000
Wood River Land TrustHailey, ID501(c)(3)Environment$1,100,000
Land Trust Alliance IncWashington, DC501(c)(3)Environment$50,000
Willamette Falls TrustOregon City, OR501(c)(3)Recreation & Sports$50,000
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$0→ $0
Receivables from Disqualified Persons$0$0→ $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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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
Erica D Daley
Title
Assistant Treasurer
Signed
2020-10-05

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.”

Raw XML AppendixShowing 400 of 514 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt084094
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0128828
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Erica D Daley
IRS990/BooksInCareOfDetail/PhoneNum05032276846
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01221 SW Yamhill St 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097205
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0100000
IRS990/CashNonInterestBearingGrp/EOYAmt0283863
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt03035000
IRS990/CYInvestmentIncomeAmt01606907
IRS990/CYOtherExpensesAmt0674006
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2102099
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03709006
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01606907
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The Foundation make grants that further the mission of OCF which is to improve lives for all Oregonians through the power of philanthropy.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03035000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011490
IRS990/FeesForServicesLegalGrp/TotalAmt011490
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0148135
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0148135
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0David H Anderson
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Linda L Anderson
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Max Williams
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3David Vernier
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4Kirby A Dyess
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5Elizabeth Carey
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6Ray Klinke
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt286626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt557807
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt645805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2388242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5215962
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6104735
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Assistant Secretary/Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0484686
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt03035000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03035000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03035000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015193083
IRS990/GrossReceiptsAmt016315304
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01122221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01122221
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046771153
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049628641
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014708397
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt046854100
IRS990/NetAssetsOrFundBalancesEOYAmt049856249
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0484686
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0484686
IRS990/NetUnrlzdGainsLossesInvstAmt05104248
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt046854100
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt049856249
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OCF Administrative Fee
IRS990/OtherExpensesGrp/Desc1State Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0511931
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12450
IRS990/OtherExpensesGrp/TotalAmt0511931
IRS990/OtherExpensesGrp/TotalAmt12450
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt067041
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt072573
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0David H Anderson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt048655278
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-1165159
IRS990/PYOtherExpensesAmt084094
IRS990/PYRevenuesLessExpensesAmt047406025
IRS990/PYTotalExpensesAmt084094
IRS990/PYTotalRevenueAmt047490119
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2102099
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237315673
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03035000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Oregon Community Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03035000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.0
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0675915
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt046854100
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt049856249
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03035000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06713064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt092705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt048655278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt046854100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1708473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.0
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.0
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01100000
IRS990ScheduleI/RecipientTable/CashGrantAmt11835000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Recreation & Sports
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Wood River Land Trust
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Columbia Land Trust
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Land Trust Alliance Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Willamette Falls Trust
IRS990ScheduleI/RecipientTable/RecipientEIN0820474191
IRS990ScheduleI/RecipientTable/RecipientEIN1943140861
IRS990ScheduleI/RecipientTable/RecipientEIN2042751357
IRS990ScheduleI/RecipientTable/RecipientEIN3474968611
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0119 East Bullion Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1850 Officers Row
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21250 H Street NW Suite 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 2588
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Hailey
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Vancouver
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Oregon City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ID
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd083333
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198661
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220005
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd397045
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants from the supporting org totaling $100,000 or greater, and grants with contingent payments are subject to annual reporting. In the case of contingent grants, the report should be received before the next payment is released. Other reporting at staff discretion (e.g., programmatic, reports tailored to donor interest).
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Max Williams
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Elizabeth Carey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Ray Klinke
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0386436
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1215647
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2104260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt047000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt122572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt211075
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt039626
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt135235
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt234730
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2475
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Assistant Secretary/Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Assistant Secretary/Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0474868
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1273769
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2150540
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,985,077
Liabilities
$128,828
Net assets
$49,856,249
Revenue
$1,606,907
Expenses
$3,709,006
Net income
-$2,102,099
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