Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990 • Fiscal year 2024 • EIN 81-4643539
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 58.6% of source-year revenue.
Asset Growth
3rd percentile
Faster asset growth than 3% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Assets
Down$0
Down $585,426 (-100%) from 2023
Net Assets
Down$0
Down $548,991 (-100%) from 2023
Liabilities
Down$0
Down $36,435 (-100%) from 2023
Revenue
Down$227,120
Down $434,640 (-66%) from 2023
Expenses
Down$523,404
Down $141,974 (-21%) from 2023
Net Income
Down-$296,284
Down $292,666 (-8089%) from 2023
Financial beginnings oregon empowers youth and adults to take control of their financial futures.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $451,413 | $0 | ▼ $451,413 |
| Pledges and Grants Receivable | $85,000 | $0 | ▼ $85,000 |
| Investments in Publicly Traded Securities | $46,471 | $0 | ▼ $46,471 |
| Cash and Non-Interest-Bearing Accounts | - | $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 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $585,426 | $0 | ▼ $585,426 |
| Other Assets Total | $2,542 | $0 | ▼ $2,542 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $36,435 | - | - |
| Total Liabilities | $36,435 | $0 | ▼ $36,435 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $284,496 | - | - |
| Net Assets With Donor Restrictions | $264,495 | - | - |
| Total Net Assets Fund Balance | $548,991 | $0 | ▼ $548,991 |
| Total Liabilities and Net Assets / Fund Balance | $585,426 | $0 | ▼ $585,426 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $50,997 | - | ▲ $4,770 | $55,767 | - |
| 2022 | $45,250 | - | ▲ $5,747 | - | $50,997 |
| 2021 | $53,177 | - | ▼ $7,927 | - | $45,250 |
| 2020 | $32,284 | $10,000 | ▲ $10,893 | - | $53,177 |
| 2019 | $31,148 | - | ▲ $1,136 | - | $32,284 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Alexander Manoogian | President & CEO | FT | $133,029 | $133,029 |
| Name | Title |
|---|---|
| Amy Theuma | Board Chair |
| Joe Herrle | Board Member |
| Kaelynn Simmons | Board Member |
| Logwone Warrior Mitz | Board Member |
| Michael Navarro | Board Member |
| Ken Calhoun | Secretary |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $303,440 |
| Other Expenses | $147,064 |
| Total Fundraising Expense | $109,194 |
| Professional Fundraising Fees | $72,900 |
| Grants and Similar Amounts Paid | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $139,355 | - | - | $139,355 |
| Current Officers, Directors, Trustees, and Key Employees | $73,353 | $12,415 | $20,691 | $106,459 |
| Fees for Services Professional Fundraising | - | - | $72,900 | $72,900 |
| Occupancy | $23,112 | $3,341 | $5,569 | $32,022 |
| Payroll Taxes | $18,989 | $1,154 | $1,924 | $22,067 |
| Other Employee Benefits | $20,295 | $595 | $864 | $21,754 |
| Fees for Services Accounting | - | $19,545 | - | $19,545 |
| Pension Plan Contributions | $11,738 | $775 | $1,292 | $13,805 |
| Fees for Services Other | - | $11,653 | - | $11,653 |
| Travel | $6,143 | $1,553 | $7 | $7,703 |
| Office Expenses | $5,305 | $941 | $515 | $6,761 |
| Fees for Services Legal | - | $5,813 | - | $5,813 |
| Other Expenses | $675 | $1,980 | $120 | $2,655 |
| Insurance | $159 | $1,559 | $47 | $1,765 |
| All Other Expenses | $143 | $773 | - | $916 |
| Total Functional Expenses | $347,109 | $67,101 | $109,194 | $523,404 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $72,900 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“Treasurer and board chair will review the form 990. Full board will vote to approve the form 990.”
“All board members are required to complete annual conflict of interest disclosures.”
“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.”
“The governing documents, policies, and financial statements are available upon request.”
“Distribution of net assets to financial beginnings = -$278721”
“The financial beginnings oregon endowment fund includes donor restricted funds that are restricted by specific donor stipulations. 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 appropriaation for expenditure is made. The spending rate should not exceed 7%. No distributions were made during the year ended april 30, 2024.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 36435 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | FINANCIAL BEGINNINGS OREGON EMPOWERS YOUTH AND ADULTS TO TAKE CONTROL OF THEIR FINANCIAL FUTURES. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllOtherContributionsAmt | 0 | 220107 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 773 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 143 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 916 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | RONECCA NORVELL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8004061876 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2705 E BURNSIDE STE 214 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97214 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 20691 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 12415 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 73353 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 106459 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractTerminationInd | 0 | X |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 220107 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 6863 |
| IRS990/CYOtherExpensesAmt | 0 | 147064 |
| IRS990/CYOtherRevenueAmt | 0 | 150 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -296284 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 303440 |
| IRS990/CYTotalExpensesAmt | 0 | 523404 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 109194 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 72900 |
| IRS990/CYTotalRevenueAmt | 0 | 227120 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | FINANCIAL BEGINNINGS OREGON (FBOR) 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. FBOR 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-SEPCIFIC STANDARDS.-ENHANCE FINANCIAL RESILIENCY AMONG UNDERSERVED POPULATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 264495 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 10 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 347109 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 19545 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 19545 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 5813 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 5813 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 11653 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 11653 |
| IRS990/FeesForServicesProfFundraising/FundraisingAmt | 0 | 72900 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 72900 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/FinalReturnInd | 0 | X |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ALEXANDER MANOOGIAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KAELYNN SIMMONS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KEN CALHOUN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | AMY THEUMA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JOE HERRLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LOGWONE WARRIOR MITZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MICHAEL NAVARRO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 133029 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2017 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 227120 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 47 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1559 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 159 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1765 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6863 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 6863 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 46471 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OR |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | false |
| IRS990/MissionDesc | 0 | FINANCIAL BEGINNINGS OREGON EMPOWERS YOUTH AND ADULTS TO TAKE CONTROL OF THEIR FINANCIAL FUTURES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 548991 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 26014 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 284496 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 5569 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 3341 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 23112 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 32022 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 515 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 941 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 5305 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6761 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 2542 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -278721 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 864 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 595 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 20295 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 21754 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROGRAM EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | PROGRAM MATERIALS |
| IRS990/OtherExpensesGrp/Desc | 2 | COMMUNICATIONS |
| IRS990/OtherExpensesGrp/Desc | 3 | Postage and Shipping |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 5265 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 120 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3159 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1845 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1980 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 37308 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 8326 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2208 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 675 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 45732 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 8326 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4173 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2655 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 150 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 150 |
| IRS990/OtherRevenueTotalAmt | 0 | 150 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 139355 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 139355 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 1924 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1154 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 18989 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 22067 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 1292 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 775 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 11738 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 13805 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 85000 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | true |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 581891 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 8794 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 194366 |
| IRS990/PYOtherRevenueAmt | 0 | 65450 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 5625 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -3618 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 471012 |
| IRS990/PYTotalExpensesAmt | 0 | 665378 |
| IRS990/PYTotalRevenueAmt | 0 | 661760 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -296284 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 451413 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 220107 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 581891 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 695719 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 728240 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 501483 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2727440 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 6863 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8794 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8182 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1289 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2180 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 27308 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99010 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.76580 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2727440 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 220107 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 581891 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 695719 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 728240 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 501483 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2727440 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2754748 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 50997 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 4770 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 55767 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 45250 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 50997 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 5747 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 53177 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 45250 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -7927 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 32284 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 10000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 53177 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 10893 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 31148 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 32284 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1136 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/RelatedOrgListSchRInd | 0 | false |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FINANCIAL BEGINNINGS OREGON ENDOWMENT FUND INCLUDES DONOR RESTRICTED FUNDS THAT ARE RESTRICTED BY SPECIFIC DONOR STIPULATIONS. 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 APPROPRIAATION FOR EXPENDITURE IS MADE. THE SPENDING RATE SHOULD NOT EXCEED 7%. NO DISTRIBUTIONS WERE MADE DURING THE YEAR ENDED APRIL 30, 2024. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: Intended uses of the endowment fund. |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt | 0 | Grantwriting |
| IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd | 0 | false |
| IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt | 0 | 184000 |
| IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt | 0 | 111100 |
| IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt | 0 | Kelley Nonprofit Consulti |
| IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt | 0 | 72900 |
| IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt | 0 | 3207 SW 26th Ave |
| IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm | 0 | Portland |
| IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd | 0 | 97202 |
| IRS990ScheduleG/TotalGrossReceiptsAmt | 0 | 184000 |
| IRS990ScheduleG/TotalNetToOrganizationAmt | 0 | 111100 |
| IRS990ScheduleG/TotalRetainedByContractorsAmt | 0 | 72900 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleN/AssetsDistributedInd | 0 | true |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | true |
| IRS990ScheduleN/BondLiabilitiesDischargedInd | 0 | false |
| IRS990ScheduleN/BondsOutstandingInd | 0 | false |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | true |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | true |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | true |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | DISTRIBUTION OF NET ASSETS TO FINANCIAL BEGINNINGS |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2024-04-30 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 203530960 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 278721 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | MARKET |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 6443 SW BEAVERTON HILLSDALE HWY |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 97221 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | false |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | false |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | true |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TREASURER AND BOARD CHAIR WILL REVIEW THE FORM 990. FULL BOARD WILL VOTE TO APPROVE THE FORM 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.