Civic Intelligence

Iuoe 701 Solidarity Fund

EIN 87-4512300 • 501(c)3 • Gladstone, OR

Pub. 78 Eligible990-N Coverage

Profile

Provide supporting contributions to organizations in oregon

555 First StGladstone, OR 97027
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

86th percentile

44%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$129,244

Up $39,565 (+44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$129,244

Up $39,565 (+44%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin83rd percentile

Revenue

Up

$120,512

Up $36,689 (+44%) from 2023

Expenses

Up

$81,440

Up $32,868 (+68%) from 2023

Net Income

Up

$39,072

Up $3,821 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2022: $56,178Liabilities 2022: $0Net Assets 2022: $56,1782022Assets 2023: $89,679Liabilities 2023: $0Net Assets 2023: $89,6792023Assets 2024: $129,244Liabilities 2024: $0Net Assets 2024: $129,2442024

Highlighted filing

2024

Assets$129,244
Liabilities$0
Net Assets$129,244
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2022: $108,778Expenses 2022: $52,600Net Income 2022: $56,1782022Revenue 2023: $83,823Expenses 2023: $48,572Net Income 2023: $35,2512023Revenue 2024: $120,512Expenses 2024: $81,440Net Income 2024: $39,0722024

Highlighted filing

2024

Revenue$120,512
Expenses$81,440
Net Income$39,072
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,244
Liabilities
$0
Net assets
$129,244
Revenue
$120,512
Expenses
$81,440
Net income
$39,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.21$0.81$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.84$0.49$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.09$0.53$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$158,397
Mission and Program Overview

Mission

Provide supporting contributions to organizations in oregon

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$89,679$129,244▲ $39,565
Total Assets$89,679$129,244▲ $39,565
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$89,679$129,244▲ $39,565
Total Net Assets Fund Balance$89,679$129,244▲ $39,565
Total Liabilities and Net Assets / Fund Balance$89,679$129,244▲ $39,565
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James AndersonChairman
Jack MillerDirector
Scott AndersonDirector
Jon BettendorfSecretary
Nate StokesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$149,897
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-29,385
All Other Contributions
$50,062
Change in Net Assets
$39,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,448
Other Expenses$1,992
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,348--$66,348
Grants to Domestic Individuals$13,100--$13,100
Office Expenses-$1,392-$1,392
Fees for Services Other-$600-$600
Total Functional Expenses$79,448$1,992$0$81,440
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S CANCER ASSOCIATIONPortland, OR3-$46,500
Bull Session Charity Golf TournamenPortland, OR3-$10,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,885
Fundraising Gross Income$8,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$108,335$8,500$37,885$-29,385
Total Events$108,335$8,500$37,885$-29,385
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Iuoe 701 Solidarity Fund
EIN
87-4512300
Phone
5036507701
Address
555 FIRST ST, GLADSTONE, OR 97027

Signing Officer

Name
James Anderson
Title
Chairman
Phone
5036507701
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Anderson
Formed
2021
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Rich Winkel
Phone
9712499920
Raw XML Appendix316 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.

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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH WINKEL
ReturnHeader/ReturnTs02025-11-17T18:52:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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