Civic Intelligence

The Arc of Oregon

990 • Fiscal year 2019 • EIN 93-0504507

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

2405 Front St NE Suite 120Salem, OR 97301

(503) 581-2726

Siviq Scores

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

Liabilities / Assets

91st percentile

0.95x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

16.68x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$57,674

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

54th percentile

4.6%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$23,476,717

Up $1,022,232 (+4.6%) from 2018

Net Assets

Down

$1,193,051

Down $112,771 (-8.6%) from 2018

Liabilities

Up

$22,283,666

Up $1,135,003 (+5.4%) from 2018

Revenue

Down

$1,335,906

Down $352,413 (-21%) from 2018

Expenses

Up

$1,485,753

Up $424,342 (+40%) from 2018

Net Income

Down

-$149,847

Down $776,755 (-124%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $2,619,570Liabilities 2010: $1,659,172Net Assets 2010: $960,3982010Assets 2011: $2,729,000Liabilities 2011: $1,529,760Net Assets 2011: $1,199,2402011Assets 2012: $2,883,221Liabilities 2012: $1,505,272Net Assets 2012: $1,377,9492012Assets 2013: $2,883,450Liabilities 2013: $1,401,969Net Assets 2013: $1,481,4812013Assets 2014: $3,119,065Liabilities 2014: $1,387,086Net Assets 2014: $1,731,9792014Assets 2015: $19,177,984Liabilities 2015: $18,408,059Net Assets 2015: $769,9252015Assets 2016: $19,931,131Liabilities 2016: $19,330,724Net Assets 2016: $600,4072016Assets 2017: $22,817,851Liabilities 2017: $22,138,937Net Assets 2017: $678,9142017Assets 2018: $22,454,485Liabilities 2018: $21,148,663Net Assets 2018: $1,305,8222018Assets 2019: $23,476,717Liabilities 2019: $22,283,666Net Assets 2019: $1,193,0512019Assets 2020: $24,173,318Liabilities 2020: $22,562,229Net Assets 2020: $1,611,0892020Assets 2021: $28,750,585Liabilities 2021: $26,915,805Net Assets 2021: $1,834,7802021Assets 2022: $25,153,233Liabilities 2022: $23,442,623Net Assets 2022: $1,710,6102022Assets 2023: $26,758,003Liabilities 2023: $25,229,872Net Assets 2023: $1,528,1312023Assets 2024: $1,499,685Liabilities 2024: $108,279Net Assets 2024: $1,391,4062024

Highlighted filing

2019

Assets$23,476,717
Liabilities$22,283,666
Net Assets$1,193,051

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,211,0562010Expenses 2011: $1,086,6982011Expenses 2012: $1,055,8032012Revenue 2013: $1,271,585Expenses 2013: $1,168,053Net Income 2013: $103,5322013Revenue 2014: $1,292,816Expenses 2014: $1,042,286Net Income 2014: $250,5302014Revenue 2015: $1,124,692Expenses 2015: $974,341Net Income 2015: $150,3512015Revenue 2016: $645,361Expenses 2016: $814,879Net Income 2016: -$169,5182016Revenue 2017: $763,255Expenses 2017: $684,748Net Income 2017: $78,5072017Revenue 2018: $1,688,319Expenses 2018: $1,061,411Net Income 2018: $626,9082018Revenue 2019: $1,335,906Expenses 2019: $1,485,753Net Income 2019: -$149,8472019Revenue 2020: $1,844,055Expenses 2020: $1,443,843Net Income 2020: $400,2122020Revenue 2021: $1,325,009Expenses 2021: $1,270,753Net Income 2021: $54,2562021Revenue 2022: $1,455,523Expenses 2022: $1,400,317Net Income 2022: $55,2062022Revenue 2023: $1,309,763Expenses 2023: $1,485,817Net Income 2023: -$176,0542023Revenue 2024: $1,599,206Expenses 2024: $1,724,945Net Income 2024: -$125,7392024

Highlighted filing

2019

Revenue$1,335,906
Expenses$1,485,753
Net Income-$149,847
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$1,335,906
Mission and Program Overview

Mission

The arc of oregon, together with its network of members and affiliated chapters, advocates for the rights and full community participation of all children and adults with intellectual and developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,070,545$942,264▼ $128,281
Accounts Receivable$248,408$175,323▼ $73,085
Cash and Non-Interest-Bearing Accounts$141,331$82,728▼ $58,603
Land, Buildings, and Equipment, Net$12,051$51,418▲ $39,367
Savings and Temporary Cash Investments$63,849$48,173▼ $15,676
Prepaid Expenses and Deferred Charges$16,996$32,216▲ $15,220
Inventories for Sale or Use$2,200$2,200→ $0
Total Assets$22,454,485$23,476,717▲ $1,022,232
Other Assets Total$20,899,105$22,142,395▲ $1,243,290
Liabilities
Escrow Account Liability$20,899,105$22,139,635▲ $1,240,530
Accounts Payable and Accrued Expenses$130,010$137,373▲ $7,363
Other Liabilities$51,812--
Deferred Revenue$67,736$6,658▼ $61,078
Total Liabilities$21,148,663$22,283,666▲ $1,135,003
Net Assets / Fund Balance
Unrestricted Net Assets$1,294,319$1,181,548▼ $112,771
Temporarily Rstr Net Assets$11,503$11,503→ $0
Total Net Assets Fund Balance$1,305,822$1,193,051▼ $112,771
Total Liabilities and Net Assets / Fund Balance$22,454,485$23,476,717▲ $1,022,232

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$39,771$1,107$40,878
Equipment$11,647$8,106$19,753
Other Assets Org$2,760--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula BogaExecutive DiFT$50,707$6,967$57,674
Missy BartolomeAdmin ServicFT$28,567$6,967$35,534

Board Members and Trustees

NameTitle
Patie TaylorPresident
Abbie FeltnerDirector
Canada TaylorDirector
Eddie PlourdeDirector
Joy BrownDirector
Sheri SanowDirector
Stephanie HunterDirector
Vicki SmeadEd Council R
Kathryn TarriesMember at La
Kimberly TaylorMember at La
Jan SchrothPast Preside
Jeff WhalenSecretary
Faythe AikenTreasurer
Anna Keenan-mudrickVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$101,027
Program Service Revenue
$1,179,254
Investment Income
$30,093
Other Revenue
$25,532
All Other Contributions
$85,763
Change in Net Assets
$-149,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,011,406
Other Expenses$459,903
Total Fundraising Expense$153,089
Professional Fundraising Fees$14,444
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$519,363$83,912$70,924$674,199
Current Officers, Directors, Trustees, and Key Employees$27,626$110,632$2,838$141,096
Other Employee Benefits$82,880$16,425$11,270$110,575
Conferences and Meetings$66,558$10,690$4,539$81,787
Payroll Taxes$41,051$14,462$5,530$61,043
Travel$49,418$7,937$3,370$60,725
Office Expenses$10,573$22,538$22,511$55,622
Fees for Services Accounting$1,248$39,865$240$41,353
Occupancy$11,833$23,738$2,019$37,590
Pension Plan Contributions$19,609$2,197$2,687$24,493
Fees for Services Legal$604$19,303$116$20,023
Fees for Services Other$517$16,504$99$17,120
Fees for Services Professional Fundraising--$14,444$14,444
All Other Expenses$8,802$2,312$2,525$13,639
Insurance$394$12,273$74$12,741
Other Expenses$9,743$1,565$664$11,972
Advertising$4,178$4,586$1,248$10,012
Fees for Service Investment Mgmnt Fees-$9,333-$9,333
Depreciation Depletion$1,881$3,772$321$5,974
Total Functional Expenses$901,975$430,689$153,089$1,485,753
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$14,444
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
Annual disclosure for covered persons
Yes
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
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, Page 6, Part VI, Line 6

Members include individual members of local chapters, members-at-large, and non-geographic affiliates, with voting membership restricted to local member chapters in good standing.

Form 990, Page 6, Part VI, Line 7A

Member delegates elect the board of directors at an annual convention.

Form 990, Page 6, Part VI, Line 10B

Each affiliate is an independent entity and a separate 501(c)(3) organization. They each have their own boards and operate their own programs. They pay membership dues to arc of oregon and attend conferences and programs arranged by arc of oregon.

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

The executive director reviews the form 990 and provides copies to the board members.

Form 990, Page 6, Part VI, Line 12C

Employee conflicts: the arc oregon employee handbook provides a sample list of potential conflicts of interest and instructs employees to speak with the executive director about any potential conflicts. The executive director will determine if a conflict exists and discuss options for resolving the conflict with the employee. Board conflicts: the arc oregon has a written conflict of interest policy that requires board members to review and sign each year. Returning members are required to renew their conflict of interest disclosure form each year and the policy is reviewed in detail during the annual board orientation.

Form 990, Page 6, Part VI, Line 15A

Email conversation and some board deliberation.

Form 990, Page 6, Part VI, Line 19

All materials are available for inspection upon request.

Filing and Contact Details

Filer

Filer Name
The Arc Oregon
EIN
93-0504507
Phone
5035812726
Address
2405 FRONT ST NE SUITE 120, SALEM, OR 97301

Signing Officer

Name
Paula Boga
Title
Executive Director
Phone
5034285436
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Boga
Formed
1957
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
13
Employees
26
Volunteers
24

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

All members of our board of directors are volunteers, as are all community members serving our six advisory committees.

Form 990, Page 2, Part III, Line 4A

The guardianship, advocacy & planning services (gaps) program ensures a high quality of life for individuals with intellectual and developmental disabilities through guardianship, advocacy, and health care representation services. As a guardian, gaps advocates and makes decisions concerning each individual's health, employment, residential, community, and quality of life needs. Additionally, we advocate for the rights of all people to have a voice in planning their own lives. We do this by educating and coaching professionals and family members who provide support to people at home, at work, and in the community. We teach practical skills to help support people with the dignity and respect they deserve so they can live full lives and reach their full potential as valued members of the community. Curriculum for all of our courses is developed using the evidenced-based principles of person centered practices and positive behavior supports, to ensure that those who support people with disabilities do so in a manner that puts the person being supported at the center of all decision making. We held public training events on a variety of topics related to person centered practices, positive behavior supports, and autism spectrum disorder. These training events also included training provided under two contracts with the oregon office of developmental disability services for behavior consultant training and the oregon individual support plan. In addition to public training events, our specialists provided private team training to employees of organizations that serve people with disabilities, conducted private consultations with families supporting someone with a disability at home, and provided one-to-one mentorship for behavior consultants.

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IRS990/Form990PartVIISectionAGrp/PersonNm12KATHRYN TARRIES
IRS990/Form990PartVIISectionAGrp/PersonNm13KIMBERLY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm14PAULA BOGA
IRS990/Form990PartVIISectionAGrp/PersonNm15MISSY BARTOLOME
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1450707
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1528567
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10ED COUNCIL R
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMIN SERVIC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01335906
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt074
IRS990/InsuranceGrp/ManagementAndGeneralAmt012273
IRS990/InsuranceGrp/ProgramServicesAmt0394
IRS990/InsuranceGrp/TotalAmt012741
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02200
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02200
IRS990/InvestmentIncomeGrp/ExclusionAmt030093
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030093
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01070545
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0942264
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09213
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012051
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051418
IRS990/LandBldgEquipCostOrOtherBssAmt060631
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt015264
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ARC OF OREGON, TOGETHER WITH ITS NETWORK OF MEMBERS AND AFFILIATED CHAPTERS, ADVOCATES FOR THE RIGHTS AND FULL COMMUNITY PARTICIPATION OF ALL CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01305822
IRS990/NetAssetsOrFundBalancesEOYAmt01193051
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02019
IRS990/OccupancyGrp/ManagementAndGeneralAmt023738
IRS990/OccupancyGrp/ProgramServicesAmt011833
IRS990/OccupancyGrp/TotalAmt037590
IRS990/OfficeExpensesGrp/FundraisingAmt022511
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022538
IRS990/OfficeExpensesGrp/ProgramServicesAmt010573
IRS990/OfficeExpensesGrp/TotalAmt055622
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020899105
IRS990/OtherAssetsTotalGrp/EOYAmt022142395
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011270
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016425
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt082880
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110575
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT LEASE
IRS990/OtherExpensesGrp/Desc3STAFF TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt04474
IRS990/OtherExpensesGrp/FundraisingAmt12450
IRS990/OtherExpensesGrp/FundraisingAmt2746
IRS990/OtherExpensesGrp/FundraisingAmt3664
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010877
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28770
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31565
IRS990/OtherExpensesGrp/ProgramServicesAmt033126
IRS990/OtherExpensesGrp/ProgramServicesAmt18199
IRS990/OtherExpensesGrp/ProgramServicesAmt24372
IRS990/OtherExpensesGrp/ProgramServicesAmt39743
IRS990/OtherExpensesGrp/TotalAmt048477
IRS990/OtherExpensesGrp/TotalAmt119647
IRS990/OtherExpensesGrp/TotalAmt213888
IRS990/OtherExpensesGrp/TotalAmt311972
IRS990/OtherLiabilitiesGrp/BOYAmt051812
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025532
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025532
IRS990/OtherRevenueTotalAmt025532
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt070924
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083912
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0519363
IRS990/OtherSalariesAndWagesGrp/TotalAmt0674199
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05530
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014462
IRS990/PayrollTaxesGrp/ProgramServicesAmt041051
IRS990/PayrollTaxesGrp/TotalAmt061043
IRS990/PensionPlanContributionsGrp/FundraisingAmt02687
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02197
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019609
IRS990/PensionPlanContributionsGrp/TotalAmt024493
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016996
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032216
IRS990/PrincipalOfficerNm0PAULA BOGA
IRS990/PriorPeriodAdjustmentsAmt04502
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1OSNT
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0636996
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1500930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt241328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0636996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1500930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt241328
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OREGON SPECIAL NEEDS TRUST (OSNT) IS A PROGRAM OF THE ARC OF OREGON PROVIDING AN AFFORDABLE MEANS OF SUPPLEMENTAL SUPPORT FOR PEOPLE WITH DISABILITIES WITHOUT JEOPARDIZING GOVERNMENTAL SUPPORT. THE SPECIAL NEEDS POOLED TRUST PROVIDES INDIVIDUALS AND FAMILIES THE VEHICLE TO PLAN FOR THEIR FUTURE AND PROVIDE FUNDS THAT MAY BE USED FOR SUPLEMENTAL NEEDS OF INDIVIDUALS THROUGHOUT THEIR LIFETIME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0349346
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0500930
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL CONFERENCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt066558
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt041328
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0703951
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0182214
IRS990/PYOtherExpensesAmt0455633
IRS990/PYOtherRevenueAmt0122836
IRS990/PYProgramServiceRevenueAmt0679318
IRS990/PYRevenuesLessExpensesAmt0626908
IRS990/PYSalariesCompEmpBnftPaidAmt0526842
IRS990/PYTotalExpensesAmt01061411
IRS990/PYTotalProfFndrsngExpnsAmt078936
IRS990/PYTotalRevenueAmt01688319
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-149847
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0696996
IRS990/SavingsAndTempCashInvstGrp/BOYAmt063849
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0703951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0146302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0286283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01378139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031613
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03485934
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71000
IRS990ScheduleA/PublicSupportPY170Pct00.65160
IRS990ScheduleA/PublicSupportTotal170Amt01061979
IRS990ScheduleA/SubstantialContributorsTotAmt0316160
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0101027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0703951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0146302
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0286283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01378139

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.11$1.39$1.60$1.72$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$25.2$1.53$1.31$1.49$0.18
2022Summary only. Only limited summary data is available for this year.$25.2$23.4$1.71$1.46$1.40$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$26.9$1.83$1.33$1.27$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$22.6$1.61$1.84$1.44$0.40
2019Detailed filing. Detailed filing data is available for this year.$23.5$22.3$1.19$1.34$1.49$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$21.1$1.31$1.69$1.06$0.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$22.1$0.68$0.76$0.68$0.08
2016Detailed filing. Detailed filing data is available for this year.$19.9$19.3$0.60$0.65$0.81$0.17
2015Detailed filing. Detailed filing data is available for this year.$19.2$18.4$0.77$1.12$0.97$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.12$1.39$1.73$1.29$1.04$0.25
2013Summary only. Only limited summary data is available for this year.$2.88$1.40$1.48$1.27$1.17$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$1.51$1.38$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.53$1.20$1.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$1.66$0.96$1.21