Civic Intelligence

Financial Beginnings Oregon

990 • Fiscal year 2018 • EIN 81-4643539

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 14, 2019

Organization Profilewww.finbegor.org
1326 SW 12th AvenuePortland, OR 97201

(800) 406-1876

Siviq Scores

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

Liabilities / Assets

61st percentile

0.08x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

65th percentile

$49,929

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M 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 / Assets61st percentile

Assets

$257,711

No earlier filing loaded for comparison.

Net Assets

$237,347

No earlier filing loaded for comparison.

Liabilities

$20,364

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin76th percentile

Revenue

$558,574

No earlier filing loaded for comparison.

Expenses

$453,451

No earlier filing loaded for comparison.

Net Income

$105,123

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.

$800K$600K$400K$200K$0Assets 2018: $257,711Liabilities 2018: $20,364Net Assets 2018: $237,3472018Assets 2019: $442,311Liabilities 2019: $43,845Net Assets 2019: $398,4662019Assets 2020: $540,770Liabilities 2020: $103,928Net Assets 2020: $436,8422020Assets 2021: $717,600Liabilities 2021: $147,227Net Assets 2021: $570,3732021Assets 2022: $613,615Liabilities 2022: $42,420Net Assets 2022: $571,1952022Assets 2023: $585,426Liabilities 2023: $36,435Net Assets 2023: $548,9912023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$257,711
Liabilities$20,364
Net Assets$237,347
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2018: $558,574Expenses 2018: $453,451Net Income 2018: $105,1232018Revenue 2019: $663,998Expenses 2019: $503,982Net Income 2019: $160,0162019Revenue 2020: $551,202Expenses 2020: $513,963Net Income 2020: $37,2392020Revenue 2021: $755,580Expenses 2021: $633,164Net Income 2021: $122,4162021Revenue 2022: $732,401Expenses 2022: $695,725Net Income 2022: $36,6762022Revenue 2023: $661,760Expenses 2023: $665,378Net Income 2023: -$3,6182023Revenue 2024: $227,120Expenses 2024: $523,404Net Income 2024: -$296,2842024

Highlighted filing

2018

Revenue$558,574
Expenses$453,451
Net Income$105,123
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.2
Gross Receipts
$558,574
Mission and Program Overview

Mission

Financial beginnings oregon empowers youth and adults to take control of their financial futures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$145,470-
Pledges and Grants Receivable-$80,095-
Investments in Publicly Traded Securities-$24,018-
Prepaid Expenses and Deferred Charges-$5,564-
Land, Buildings, and Equipment, Net-$2,564-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$0$257,711▲ $257,711
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$20,214-
Deferred Revenue-$150-
Total Liabilities$0$20,364▲ $20,364
Net Assets / Fund Balance
Unrestricted Net Assets-$110,897-
Temporarily Rstr Net Assets-$101,450-
Permanently Rstr Net Assets-$25,000-
Total Net Assets Fund Balance$0$237,347▲ $237,347
Total Liabilities and Net Assets / Fund Balance$0$257,711▲ $257,711

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,564$1,026$3,590

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018-$25,000▼ $975-$24,018
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate BenedictExecutive DirectorFT$48,000$1,929$49,929

Board Members and Trustees

NameTitle
Sean EdwardsBoard Chair
Amy TheumaVice Chair
Brad HouleBoard Member
Farhad DadkhoBoard Member
Joey RunningBoard Member
Lashanda FriedrichBoard Member
Marina Martinez-batemanBoard Member
Chris ConklinSecretary
Donald RuggTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$497,876
Program Service Revenue
$60,426
Investment Income
$272
Other Revenue
$0
All Other Contributions
$497,876
Change in Net Assets
$105,123

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$42,138Trading Price
Total Noncash Contributions3$42,138-

Audited Revenue Reconciliation

Revenue per Audited Statements
$558,574
Revenue Not Reported on Form 990
$-762
Total Revenue per Audited Statements
$557,812
Total Revenue per Form 990
$558,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$288,142
Other Expenses$165,309
Total Fundraising Expense$98,493
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$101,487$1,328$43,342$146,157
Current Officers, Directors, Trustees, and Key Employees$45,000$18,000$27,000$90,000
Pension Plan Contributions$19,184$1,854$8,179$29,217
Payroll Taxes$14,556$1,675$6,537$22,768
Fees for Services Accounting$14,147$129$5,524$19,800
Occupancy$8,547$2,326$1,706$12,579
Advertising$4,232$58$911$5,201
Travel$3,572$392$707$4,671
Other Expenses$1,709$2,100$736$4,545
Office Expenses$2,601$859$1,041$4,501
All Other Expenses$2,473$151$356$2,980
Fees for Services Other-$1,665$1,153$2,818
Insurance$408$194$231$833
Depreciation Depletion$321$41$151$513
Total Functional Expenses$323,891$31,067$98,493$453,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$453,943
Expenses per Audited Statements$453,451
Total Expenses per Form 990$453,451
Expenses Not Reported on Form 990$492
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Key EmployeeLicensing & MaterialNo$106,906

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 4: Description of Significant Changes to Organizational Documents

“This is the organization's first year of official operations so new organizational documents were prepared.”

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

“No committees have authority to act on behalf of the governing body.”

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

“Treasurer and board chair will review the form 990. Full board will vote to approve the form 990.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members are required to complete annual conflict of interest disclosures.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Full evaluation is completed by the board of directors and informed by staff input. Comparability data is reviewed and evaluation is used by the board to determine executive director compensation.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The form 990 is posted on the organization's website. The form 1023 exemption is available upon request.”

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

“The governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Financial Beginnings Oregon
EIN
81-4643539
Phone
8004061876
Address
1326 SW 12th Avenue, Portland, OR 97201

Signing Officer

Name
Kate Benedict
Title
Executive Director
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
268

Preparer

Firm
Alten Sakai & Company Llp
Address
10260 SW GREENBURG RD SUITE 300, PORTLAND, OR 97223-5513
Preparer
Thomas G Bode CPA
Phone
5032971072
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Transfer of assets from financial beginnings usa = $133478”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“In accordance with the uniform prudent management of institutional funds act ("upmifa") adopted by the state of oregon effective january 1, 2008, the board of directors has adopted an investment and spending policy that preserves the fair value of endowment gifts, absent explicit donor stipulations to the contrary. As a result, a portion of the endowment's original gift may be appropriated for expenditure in support of the restricted purposes of the endownment if this is consistent with the spending policy that otherwise satisfies the requisite standard of prudence under upmifa.the financial beginnings oregon endowment fund includes donor restricted funds that are permanently restricted by specific donor stipulations. As required by generally accepted accounting principles, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions.the organization has adopted investment and spending policies, approved by the board of directors, for endowment assets that attempt to provide a long-term source of funding to the organization. Accordingly, the investment process seeks to achieve an after-cost total rate of return, including investment income as well as capital appreciation, which exceeds the annual distribution.the board of directors may annually appropriate for distribution an amount deemed prudent given the purpose of the endowment. The initial spending rate will be 4% of the financial beginnings oregon endowment fund's average fair value. Fair market value is calculated by taking the quarterly average of the fair market value of the endowment's assets over the three years immediately preceding the year in which the appropriation for expenditure is made. The spending rate should not exceed 7%. No distributions were made during the year ended june 30, 2018. The board of directors does not anticipate making distributions until the endowment reaches $100,000.”

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IRS990/Desc0Financial Beginnings Oregon increases the financial capability of youth and adults in our state. Doing so allows them to live with less financial uncertainty, and increases life opportunities such as home ownership, higher education, and secure retirement. Financial Beginnings works to: - Promote self-sufficiency by teaching individuals how to proactively improve their financial health.- Support un- and underbanked individuals in accessing and participating in financial services.- Provide age-appropriate financial education that meets or exceeds state-specific standards.- Enhance financial resiliency among underserved populations.- Create communities within which the need for financial education is recognized, and all sectors work collaboratively towards increased financial literacy.This is accomplished through Financial Beginnings Oregons main programs delivering age-appropriate curricula for youth in grades K-12 as well as high-risk college students, adults, and Spanish-speaking populations. Financial Beginnings Oregons programs reach all demographics but are designed to empower economically-vulnerable youth and adults through inclusive financial education. Because of this, Financial Beginnings Oregon proactively reaches underserved audiences such as low-income individuals, veterans, first-in-family college students, individuals with legal histories, individuals who are homeless or housing insecure, and communities of color. Programs are provided in partnership with schools and community-based organizations, and are always offered at no cost to the participant or partner. In the 2017-2018 program year, Financial Beginnings Oregon educated 31,427 individuals across the state. This was accomplished with the support of more than 268 active, trained volunteers who teach Financial Beginnings programs in the classroom and in the community. In addition, 172 community leaders and educators attended our 2017 Financial Literacy Conference, which is designed to help educators build financial knowledge and classroom confidence by offering practical resources and tools, a place to share successes with like-minded educators, and an opportunity to interact with financial experts.Most importantly, Financial Beginnings Oregon's programs have a measurable impact. In the three months following their participation:- 81% of participants acted to protect themselves from identity theft or fraud;- 87% of participants took steps to reduce their expenses; and, - 52% of participants have increased their savings with 42% attributing the increase directly to what they learned through Financial Beginnings.
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IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/FundraisingAmt0231
IRS990/InsuranceGrp/ManagementAndGeneralAmt0194
IRS990/InsuranceGrp/ProgramServicesAmt0408
IRS990/InsuranceGrp/TotalAmt0833
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0272
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0272
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024018
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01026
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02564
IRS990/LandBldgEquipCostOrOtherBssAmt03590
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FINANCIAL BEGINNINGS OREGON EMPOWERS YOUTH AND ADULTS TO TAKE CONTROL OF THEIR FINANCIAL FUTURES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0237347
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1254
IRS990/NoncashContributionsAmt042138
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01706
IRS990/OccupancyGrp/ManagementAndGeneralAmt02326
IRS990/OccupancyGrp/ProgramServicesAmt08547
IRS990/OccupancyGrp/TotalAmt012579
IRS990/OfficeExpensesGrp/FundraisingAmt01041
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0859
IRS990/OfficeExpensesGrp/ProgramServicesAmt02601
IRS990/OfficeExpensesGrp/TotalAmt04501
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0133478
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt0539
IRS990/OtherExpensesGrp/FundraisingAmt1380
IRS990/OtherExpensesGrp/FundraisingAmt2736
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0295
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12100
IRS990/OtherExpensesGrp/ProgramServicesAmt080015
IRS990/OtherExpensesGrp/ProgramServicesAmt120628
IRS990/OtherExpensesGrp/ProgramServicesAmt25011
IRS990/OtherExpensesGrp/ProgramServicesAmt31709
IRS990/OtherExpensesGrp/TotalAmt080554
IRS990/OtherExpensesGrp/TotalAmt120628
IRS990/OtherExpensesGrp/TotalAmt25686
IRS990/OtherExpensesGrp/TotalAmt34545
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt043342
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01328
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0101487
IRS990/OtherSalariesAndWagesGrp/TotalAmt0146157
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06537
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01675
IRS990/PayrollTaxesGrp/ProgramServicesAmt014556
IRS990/PayrollTaxesGrp/TotalAmt022768
IRS990/PensionPlanContributionsGrp/FundraisingAmt08179
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01854
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019184
IRS990/PensionPlanContributionsGrp/TotalAmt029217
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt080095
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05564
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL LITERACY CONF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060426
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0105123
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt060426
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0498368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0498368
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0272
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt060426
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0276902
IRS990ScheduleA/SubstantialContributorsTotAmt0221466
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0498368
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0498368
IRS990ScheduleA/TotalSupportAmt0498640
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024018
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-975
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0492
IRS990ScheduleD/DonatedServicesUseFcltsAmt0492
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0492
IRS990ScheduleD/ExpensesSubtotalAmt0453451
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1254
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02564
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01026
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03590
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt0-762
IRS990ScheduleD/RevenueSubtotalAmt0558574
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA") ADOPTED BY THE STATE OF OREGON EFFECTIVE JANUARY 1, 2008, THE BOARD OF DIRECTORS HAS ADOPTED AN INVESTMENT AND SPENDING POLICY THAT PRESERVES THE FAIR VALUE OF ENDOWMENT GIFTS, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT, A PORTION OF THE ENDOWMENT'S ORIGINAL GIFT MAY BE APPROPRIATED FOR EXPENDITURE IN SUPPORT OF THE RESTRICTED PURPOSES OF THE ENDOWNMENT IF THIS IS CONSISTENT WITH THE SPENDING POLICY THAT OTHERWISE SATISFIES THE REQUISITE STANDARD OF PRUDENCE UNDER UPMIFA.THE FINANCIAL BEGINNINGS OREGON ENDOWMENT FUND INCLUDES DONOR RESTRICTED FUNDS THAT ARE PERMANENTLY RESTRICTED BY SPECIFIC DONOR STIPULATIONS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF DIRECTORS, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A LONG-TERM SOURCE OF FUNDING TO THE ORGANIZATION. ACCORDINGLY, THE INVESTMENT PROCESS SEEKS TO ACHIEVE AN AFTER-COST TOTAL RATE OF RETURN, INCLUDING INVESTMENT INCOME AS WELL AS CAPITAL APPRECIATION, WHICH EXCEEDS THE ANNUAL DISTRIBUTION.THE BOARD OF DIRECTORS MAY ANNUALLY APPROPRIATE FOR DISTRIBUTION AN AMOUNT DEEMED PRUDENT GIVEN THE PURPOSE OF THE ENDOWMENT. THE INITIAL SPENDING RATE WILL BE 4% OF THE FINANCIAL BEGINNINGS OREGON ENDOWMENT FUND'S AVERAGE FAIR VALUE. FAIR MARKET VALUE IS CALCULATED BY TAKING THE QUARTERLY AVERAGE OF THE FAIR MARKET VALUE OF THE ENDOWMENT'S ASSETS OVER THE THREE YEARS IMMEDIATELY PRECEDING THE YEAR IN WHICH THE APPROPRIATION FOR EXPENDITURE IS MADE. THE SPENDING RATE SHOULD NOT EXCEED 7%. NO DISTRIBUTIONS WERE MADE DURING THE YEAR ENDED JUNE 30, 2018. THE BOARD OF DIRECTORS DOES NOT ANTICIPATE MAKING DISTRIBUTIONS UNTIL THE ENDOWMENT REACHES $100,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02564
IRS990ScheduleD/TotalExpensesPerForm990Amt0453451
IRS990ScheduleD/TotalRevenuePerForm990Amt0558574
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0557812
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0453943
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0KATE BENEDICT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0KEY EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0106906
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LICENSING & MATERIAL
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS AN AFFILIATED ORGANIZATION OF FINANCIAL BEGINNINGS - USA, WHICH IS A FORMER EMPLOYER OF KATE BENEDICT, WHO IS CURRENTLY THE ORGANIZATION'S EXECUTIVE DIRECTOR. TRANSACTIONS BETWEEN THE ORGANIZATION AND FINANCIAL BEGINNINGS - USA ARE SUMMARIZED BELOW.DURING THE YEAR ENDED JUNE 30, 2018 THE ORGANIZATION HAD THE FOLLOWING TRANSACTIONS WITH THIS RELATED PARTY: AFFILIATE LICENSING REVENUE $ 7,500 AFFILIATE DUES, SERVICES, AND MATERIALS EXPENSES 99,406 -------- $ 106,906 =========AT JUNE 30, 2018 THE ORGANIZATION HAD THE FOLLOWING BALANCE WITH THIS RELATED PARTY: ACCOUNTS PAYABLE $ 4,374
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0true
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0TRADING PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt042138
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0$25,000 OF DONATED SECURITIES WERE DESIGNATED BY THE DONOR TO FUND THE ORGANIZATION'S PERMANENT ENDOWMENT.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 30, Arrangement for Holding Period
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS THE ORGANIZATION'S FIRST YEAR OF OFFICIAL OPERATIONS SO NEW ORGANIZATIONAL DOCUMENTS WERE PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREASURER AND BOARD CHAIR WILL REVIEW THE FORM 990. FULL BOARD WILL VOTE TO APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURES.

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Filings

Displayed year

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

Open filing
Assets
$257,711
Liabilities
$20,364
Net assets
$237,347
Revenue
$558,574
Expenses
$453,451
Net income
$105,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.27$5.23$2.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.36$5.49$6.62$6.65$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.42$5.71$7.32$6.96$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$1.47$5.70$7.56$6.33$1.22
2020Detailed filing. Detailed filing data is available for this year.$5.41$1.04$4.37$5.51$5.14$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.44$3.98$6.64$5.04$1.60
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.20$2.37$5.59$4.53$1.05