Civic Intelligence

Financial Beginnings Oregon

990 • Fiscal year 2020 • EIN 81-4643539

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

Organization Profilewww.finbegor.org
2705 E Burnside StreetPortland, OR 97214

(800) 406-1876

Siviq Scores

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

Liabilities / Assets

69th percentile

0.19x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.19x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

51st percentile

6.8%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$114,343

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

70th percentile

22%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-17%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$540,770

Up $98,459 (+22%) from 2019

Net Assets

Up

$436,842

Up $38,376 (+9.6%) from 2019

Liabilities

Up

$103,928

Up $60,083 (+137%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin51st percentile

Revenue

Down

$551,202

Down $112,796 (-17%) from 2019

Expenses

Up

$513,963

Up $9,981 (+2.0%) from 2019

Net Income

Down

$37,239

Down $122,777 (-77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2020

Assets$540,770
Liabilities$103,928
Net Assets$436,842
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

2020

Revenue$551,202
Expenses$513,963
Net Income$37,239
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$551,202
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$298,536$338,903▲ $40,367
Investments in Publicly Traded Securities$31,148$133,120▲ $101,972
Pledges and Grants Receivable$93,544$40,075▼ $53,469
Prepaid Expenses and Deferred Charges$9,532$27,134▲ $17,602
Land, Buildings, and Equipment, Net$2,051$1,538▼ $513
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$442,311$540,770▲ $98,459
Other Assets Total$7,500$0▼ $7,500
Liabilities
Other Liabilities-$67,100-
Accounts Payable and Accrued Expenses$28,845$29,328▲ $483
Deferred Revenue$15,000$7,500▼ $7,500
Total Liabilities$43,845$103,928▲ $60,083
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$103,123$319,822▲ $216,699
Net Assets With Donor Restrictions$295,343$117,020▼ $178,323
Total Net Assets Fund Balance$398,466$436,842▲ $38,376
Total Liabilities and Net Assets / Fund Balance$442,311$540,770▲ $98,459

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,538$2,052$3,590

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$31,148-▲ $1,137-$32,285
2018$24,018$5,000▲ $2,130-$31,148
2017-$25,000▼ $975-$24,018
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate BenedictExecutive DirectorFT$103,218$11,125$114,343

Board Members and Trustees

NameTitle
Amy TheumaBoard Chair
Carlie BlackburnBoard Member
Farhad DadkhoBoard Member
Lashanda FriedrichBoard Member
Logwone Warrior MitzBoard Member
Marina Martinez-batemanBoard Member
Sean EdwardsBoard Member
Chris ConklinSecretary
Donald RuggTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$501,483
Program Service Revenue
$48,676
Investment Income
$1,043
Other Revenue
$0
All Other Contributions
$501,483
Change in Net Assets
$37,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$551,202
Revenue Not Reported on Form 990
$4,532
Total Revenue per Audited Statements
$555,734
Total Revenue per Form 990
$551,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$372,426
Other Expenses$141,537
Total Fundraising Expense$96,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$158,562$775$47,190$206,527
Current Officers, Directors, Trustees, and Key Employees$70,953$11,606$21,083$103,642
Payroll Taxes$20,482$1,045$5,679$27,206
Fees for Services Accounting$19,714$903$5,683$26,300
Other Employee Benefits$16,092$1,147$4,437$21,676
Occupancy$9,482$1,119$3,919$14,520
Pension Plan Contributions$9,198$40$4,137$13,375
Office Expenses$2,137$1,499$1,229$4,865
Other Expenses$2,274$1,653$664$4,591
Fees for Services Other$2,878$346$540$3,764
Advertising$2,220-$250$2,470
All Other Expenses$1,962$173$35$2,170
Travel$1,832$107$212$2,151
Insurance$1,423$77$423$1,923
Depreciation Depletion$379$20$113$512
Total Functional Expenses$395,643$21,710$96,610$513,963

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$517,358
Expenses per Audited Statements$513,963
Total Expenses per Form 990$513,963
Expenses Not Reported on Form 990$3,395
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
Kate BenedictKey EmployeeLicensing & MaterialsNo$93,494

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan Payable$67,100
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
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 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
2705 E Burnside Street, Portland, OR 97214

Signing Officer

Name
Kate Benedict
Title
Executive Director
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
173

Preparer

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

Financial Statement Notes

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

“The endowment contribution and accumulated investment income are permanently restricted by the donor. 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. No distributions were made during the year ended june 30, 2020. The board of directors does not anticipate making distributions until the endowment reaches $100,000.”

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

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IRS990/Desc0Financial Beginnings Oregon increases the financial capability of youth and adults in our state. This allows Oregonians to live with more financial security, and increases life opportunities such as homeownership, higher education, and secure retirement. Financial Beginnings Oregon 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.- Provide all of these services at no cost to partners or participants. Financial Beginnings Oregons (FBOR) financial education programs reach all demographics but are designed to empower economically-vulnerable youth and adults through inclusive financial education. Because of this, FBOR proactively reaches underserved audiences such as low-income individuals, veterans, individuals with legal histories, individuals experiencing homelessness, 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. FBOR over 25,000 Oregonians each year with free financial education. They are able to reach this many Oregonians because all of their programs are taught by over 300 trained community-based volunteers in the community. FBOR runs an annual Fellowship program that brings young adults in-house as financial educators and provides them professional development opportunities. This Fellowship makes their programs more equitable and impactful by engaging young adults in their program delivery. FBOR also hosts an annual Financial Literacy Conference that brings together financial education stakeholders and supporters from across the state to gain financial literacy resources and collaborate.Most importantly, FBOR's programs have a measurable impact. In the six months following their participation, 98% of participants reported changing one or more of their financial behaviors. The most common changes were:- 89% of participants acted to protect themselves from identity theft or fraud;- 84% tracked their spending against the budget they created and,- 68% increased their overall savings.
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IRS990/InsuranceGrp/ManagementAndGeneralAmt077
IRS990/InsuranceGrp/ProgramServicesAmt01423
IRS990/InsuranceGrp/TotalAmt01923
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01043
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031148
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0133120
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02052
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02051
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01538
IRS990/LandBldgEquipCostOrOtherBssAmt03590
IRS990/LegalDomicileStateCd0OR
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/NetAssetsOrFundBalancesBOYAmt0398466
IRS990/NetAssetsOrFundBalancesEOYAmt0436842
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01137
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0103123
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0319822
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03919
IRS990/OccupancyGrp/ManagementAndGeneralAmt01119
IRS990/OccupancyGrp/ProgramServicesAmt09482
IRS990/OccupancyGrp/TotalAmt014520
IRS990/OfficeExpensesGrp/FundraisingAmt01229
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01499
IRS990/OfficeExpensesGrp/ProgramServicesAmt02137
IRS990/OfficeExpensesGrp/TotalAmt04865
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07500
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04437
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01147
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016092
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021676
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt01016
IRS990/OtherExpensesGrp/FundraisingAmt1664
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21653
IRS990/OtherExpensesGrp/ProgramServicesAmt056237
IRS990/OtherExpensesGrp/ProgramServicesAmt116160
IRS990/OtherExpensesGrp/ProgramServicesAmt23658
IRS990/OtherExpensesGrp/ProgramServicesAmt32274
IRS990/OtherExpensesGrp/TotalAmt056248
IRS990/OtherExpensesGrp/TotalAmt116160
IRS990/OtherExpensesGrp/TotalAmt25863
IRS990/OtherExpensesGrp/TotalAmt34591
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/EOYAmt067100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt047190
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0775
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0158562
IRS990/OtherSalariesAndWagesGrp/TotalAmt0206527
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05679
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01045
IRS990/PayrollTaxesGrp/ProgramServicesAmt020482
IRS990/PayrollTaxesGrp/TotalAmt027206
IRS990/PensionPlanContributionsGrp/FundraisingAmt04137
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt040
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09198
IRS990/PensionPlanContributionsGrp/TotalAmt013375
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt093544
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt040075
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09532
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027134
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL LITERACY CONF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048676
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0620749
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01240
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0169580
IRS990/PYProgramServiceRevenueAmt042009
IRS990/PYRevenuesLessExpensesAmt0160016
IRS990/PYSalariesCompEmpBnftPaidAmt0334402
IRS990/PYTotalExpensesAmt0503982
IRS990/PYTotalRevenueAmt0663998
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt037239
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt048676
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0501483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0620749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0498368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01620600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03479
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0151111
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01132457
IRS990ScheduleA/SubstantialContributorsTotAmt0488143
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0501483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0620749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0498368
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01620600
IRS990ScheduleA/TotalSupportAmt01624079
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt031148
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt032285
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024018
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt031148
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-975
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03395
IRS990ScheduleD/DonatedServicesUseFcltsAmt03395
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt03395
IRS990ScheduleD/ExpensesSubtotalAmt0513963
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01137
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01538
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02052

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$540,770
Liabilities
$103,928
Net assets
$436,842
Revenue
$551,202
Expenses
$513,963
Net income
$37,239
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.20$2.37$5.59$4.53$1.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $500k-$1M nonprofits