Civic Intelligence

Holy Names Foundation

EIN 91-6051950 • 501(c)3 • Marylhurst, OR

Profile

To support the religious and charitable purposes of the Sisters of the Holy Names

PO Box 398Marylhurst, OR 97036-0398
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

39th percentile

1.4%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-2.5%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,119,221

Up $84,220 (+1.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,119,221

Up $84,220 (+1.4%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin67th percentile

Revenue

Down

$584,340

Down $14,686 (-2.5%) from 2024

Expenses

Flat

$500,120

Flat from 2024

Net Income

Down

$84,220

Down $14,686 (-15%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,016,292Liabilities 2012: $0Net Assets 2012: $5,016,2922012Assets 2013: $5,453,805Liabilities 2013: $0Net Assets 2013: $5,453,8052013Assets 2014: $6,188,012Liabilities 2014: $0Net Assets 2014: $6,188,0122014Assets 2015: $6,058,868Liabilities 2015: $0Net Assets 2015: $6,058,8682015Assets 2016: $5,526,887Liabilities 2016: $0Net Assets 2016: $5,526,8872016Assets 2017: $6,039,812Liabilities 2017: $0Net Assets 2017: $6,039,8122017Assets 2018: $6,225,030Liabilities 2018: $0Net Assets 2018: $6,225,0302018Assets 2019: $6,264,646Liabilities 2019: $0Net Assets 2019: $6,264,6462019Assets 2020: $6,262,781Liabilities 2020: $0Net Assets 2020: $6,262,7812020Assets 2021: $7,505,293Liabilities 2021: $0Net Assets 2021: $7,505,2932021Assets 2022: $5,960,876Liabilities 2022: $0Net Assets 2022: $5,960,8762022Assets 2023: $5,936,095Liabilities 2023: $0Net Assets 2023: $5,936,0952023Assets 2024: $6,035,001Liabilities 2024: $0Net Assets 2024: $6,035,0012024Assets 2025: $6,119,221Liabilities 2025: $0Net Assets 2025: $6,119,2212025

Highlighted filing

2025

Assets$6,119,221
Liabilities$0
Net Assets$6,119,221
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: -$75,443Expenses 2012: $200,000Net Income 2012: -$275,4432012Revenue 2013: $637,513Expenses 2013: $200,000Net Income 2013: $437,5132013Revenue 2014: $992,075Expenses 2014: $200,000Net Income 2014: $792,0752014Revenue 2015: $241,473Expenses 2015: $300,000Net Income 2015: -$58,5272015Revenue 2016: -$281,921Expenses 2016: $250,000Net Income 2016: -$531,9212016Revenue 2017: $763,045Expenses 2017: $250,120Net Income 2017: $512,9252017Revenue 2018: $435,339Expenses 2018: $250,121Net Income 2018: $185,2182018Revenue 2019: $289,736Expenses 2019: $250,120Net Income 2019: $39,6162019Revenue 2020: $248,255Expenses 2020: $250,120Net Income 2020: -$1,8652020Revenue 2021: $1,742,632Expenses 2021: $500,120Net Income 2021: $1,242,5122021Revenue 2022: -$1,044,297Expenses 2022: $500,120Net Income 2022: -$1,544,4172022Revenue 2023: $475,339Expenses 2023: $500,120Net Income 2023: -$24,7812023Revenue 2024: $599,026Expenses 2024: $500,120Net Income 2024: $98,9062024Revenue 2025: $584,340Expenses 2025: $500,120Net Income 2025: $84,2202025

Highlighted filing

2025

Revenue$584,340
Expenses$500,120
Net Income$84,220
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,119,221
Liabilities
$0
Net assets
$6,119,221
Revenue
$584,340
Expenses
$500,120
Net income
$84,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.12$0.58$0.50$0.08
2024Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$0.60$0.50$0.10
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$0.48$0.50$0.02
2022Summary only. Only limited summary data is available for this year.$5.96$0.00$5.96$1.04$0.50$1.54
2021Summary only. Only limited summary data is available for this year.$7.51$0.00$7.51$1.74$0.50$1.24
2020Summary only. Only limited summary data is available for this year.$6.26$0.00$6.26$0.25$0.25$0.00
2019Summary only. Only limited summary data is available for this year.$6.26$0.00$6.26$0.29$0.25$0.04
2018Summary only. Only limited summary data is available for this year.$6.23$0.00$6.23$0.44$0.25$0.19
2017Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$0.76$0.25$0.51
2016Summary only. Only limited summary data is available for this year.$5.53$0.00$5.53$0.28$0.25$0.53
2015Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.24$0.30$0.06
2014Summary only. Only limited summary data is available for this year.$6.19$0.00$6.19$0.99$0.20$0.79
2013Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$0.64$0.20$0.44
2012Summary only. Only limited summary data is available for this year.$5.02$0.00$5.02$0.08$0.20$0.28
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 21, 2023
Return Version
2022v5.0
Gross Receipts
$475,339
Mission and Program Overview

Mission

To support the religious and charitable purposes of the Sisters of the Holy Names

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,960,711$5,936,049▼ $24,662
Cash and Non-Interest-Bearing Accounts$165$46▼ $119
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,960,876$5,936,095▼ $24,781
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,960,876$5,936,095▼ $24,781
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,960,876$5,936,095▼ $24,781
Total Liabilities and Net Assets / Fund Balance$5,960,876$5,936,095▼ $24,781
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Diane EnosPresident
Marcia FridegerPresident
Maureen DelaneyPresident
Linda PatrickVice President
Carol HigginsSecretary
Mary SlaterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$475,339
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-24,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$500,000
Other Expenses$120
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$500,000--$500,000
Total Functional Expenses$500,000$120$0$500,120
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sisters of the Holy NamesMarylhurst, OR501(c)(3)0$500,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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

Part VI, Line 19

“Governing documents and financial statements are available to the public on written request”

Part VI, Line 8A

“| Explanation:| N A”

Part VI, Line 9

“| Explanation:| All Individuals listed in Part VII 17590 Gleason Dr OR 97034”

Filing and Contact Details

Filer

Filer Name
Holy Names Foundation
EIN
91-6051950
In Care Of
% Mary Slater
Phone
5036757116
Address
PO BOX 398, MARYLHURST, OR 97036-0398

Signing Officer

Name
Mary Slater
Title
Treasurer
Signed
2023-09-21

Organization Details

Formed
1961
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Part III, Line 4D

“| Description:, Expense Amount:, Grants Amount:, Revenue Amount:| Funds were granted to the Sisters of the Holy Names to support their funding of scholarships and other expenses at their sponsored schools, $0, $0, $0|”

Raw XML AppendixShowing 400 of 608 raw XML fields

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

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017590 Gleason Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Lake Oswego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097034
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IRS990/ConservationEasementsInd0false
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IRS990/CYRevenuesLessExpensesAmt0-24781
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IRS990/ExpenseAmt0500000
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IRS990/FederatedCampaignsAmt00
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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
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IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
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IRS990/InvestmentExpenseAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt05960711
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05936049
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OtherExpensesGrp/Desc0Bank Fee
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PensionPlanContributionsGrp/FundraisingAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Mary Slater
IRS990/PriorPeriodAdjustmentsAmt00
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20

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