Civic Intelligence

The Arc of Oregon

990 • Fiscal year 2022 • EIN 93-0504507

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

2405 Front Street 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

92nd percentile

0.93x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

16.11x

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

43rd percentile

3.8%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

11th percentile

$71,700

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

9.8%

Faster revenue growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$25,153,233

Flat from 2022

Net Assets

Flat

$1,710,610

Flat from 2022

Liabilities

Flat

$23,442,623

Flat from 2022

Revenue

Flat

$1,455,523

Flat from 2022

Expenses

Flat

$1,400,317

Flat from 2022

Net Income

Flat

$55,206

Flat from 2022

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 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

2022

Assets$25,153,233
Liabilities$23,442,623
Net Assets$1,710,610

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 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

2022

Revenue$1,455,523
Expenses$1,400,317
Net Income$55,206
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.0
Gross Receipts
$1,455,523
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$1,225,370$1,055,910▼ $169,460
Cash and Non-Interest-Bearing Accounts$561,610$454,627▼ $106,983
Accounts Receivable$284,726$213,477▼ $71,249
Land, Buildings, and Equipment, Net$62,423$58,907▼ $3,516
Prepaid Expenses and Deferred Charges$27,106$17,597▼ $9,509
Total Assets$28,750,585$25,153,233▼ $3,597,352
Other Assets Total$26,589,350$23,352,715▼ $3,236,635
Liabilities
Escrow Account Liability$26,589,350$23,352,715▼ $3,236,635
Unsecured Notes Loans Payable$206,100--
Accounts Payable and Accrued Expenses$95,971$89,908▼ $6,063
Deferred Revenue$16,191--
Mortgage Notes Payable Secured by Investment Property$8,193--
Total Liabilities$26,915,805$23,442,623▼ $3,473,182
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,823,277$1,699,282▼ $123,995
Net Assets With Donor Restrictions$11,503$11,328▼ $175
Total Net Assets Fund Balance$1,834,780$1,710,610▼ $124,170
Total Liabilities and Net Assets / Fund Balance$28,750,585$25,153,233▼ $3,597,352

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$36,706$4,172$40,878
Equipment$15,311$18,302$33,613
Other Land Buildings$6,890$10,334$17,224
Other Assets Org$23,352,715--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paula BogaExecutive DiFT$71,700$71,700
Emily BramanExecutive DiFT$65,966$65,966

Board Members and Trustees

NameTitle
Anna Keenan-mudrickPresident
Cheryl WilliamsDirector
Corey WinslowDirector
Jan SchrothDirector
John Merrick-russellDirector
Kaaren LondahlDirector
Kimberly TaylorDirector
Thomas PhippsDirector
Vicki SmeadDirector
Patie TaylorPast Preside
Russell BowskySecretary
Canada TaylorTreasurer
Jeff WhalenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$286,097
Program Service Revenue
$1,123,564
Investment Income
$33,682
Other Revenue
$12,180
All Other Contributions
$79,997
Change in Net Assets
$55,206

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,455,523
Revenue Not Reported on Form 990
$-199,801
Total Revenue per Audited Statements
$1,255,722
Total Revenue per Form 990
$1,455,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,003,577
Other Expenses$396,740
Total Fundraising Expense$6,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$551,630$146,683$1,660$699,973
Current Officers, Directors, Trustees, and Key Employees$108,491$28,849$326$137,666
Fees for Services Accounting$100,420$26,703$302$127,425
Other Employee Benefits$74,622$26,323-$100,945
Payroll Taxes$49,692$15,152$149$64,993
Information Technology$18,759$32,294-$51,053
Occupancy$29,423$7,824$89$37,336
Conferences and Meetings$23,844$1,487-$25,331
Office Expenses$10,679$11,756$254$22,689
Fees for Services Other$10,128$7,922$3,650$21,700
Fees for Services Legal$13,914$687-$14,601
Travel$10,886$3,288-$14,174
Insurance$10,877$2,892$33$13,802
Depreciation Depletion$6,895$2,336-$9,231
Other Expenses$2,049$1,768$99$3,916
Advertising$604$1,232-$1,836
Interest-$39-$39
Total Functional Expenses$1,032,046$361,698$6,573$1,400,317

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,400,317
Total Expenses per Audited Statements$1,400,317
Total Expenses per Form 990$1,400,317
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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 STREET NE SUITE 120, SALEM, OR 97301

Signing Officer

Name
Emily Braman
Title
Executive Director
Phone
5035812726
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Braman
Voting Board Members
13
Independent Board Members
13
Employees
29
Volunteers
20

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Rich Winkel
Phone
9712499920
Supplemental Narrative

Additional Explanations

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

The guardianship, advocacy and planning services program (gaps) ensures high quality of life for people with intellectual/developmental disabilities through guardianship, advocacy and health care advocacy. This program started serving more people through health care advocacy this year. As a guardian, gaps advocates, make decisions, with the input of the person, regarding the person's health, residential, community and quality of life needs. The employer resource connection erc program is funded through a contract with the oregon home care commission. This program ensures that consumer employers of in-home workers have the support they need to help them hire and retain qualified in-home workers and does so at no cost to the consumer employer. Our oregon training and consultation program (otac) develops curriculum using the evidence based principles of person centered practices and positive behavior supports, to ensure that those who support people with intellectual/developmental disabilities do so in a manner that puts the person at the center of decision making. This program also holds numerous public and private group trainings including trainings on trauma informed care and positive behavior supports.

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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/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0206100
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01455523
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032294
IRS990/InformationTechnologyGrp/ProgramServicesAmt018759
IRS990/InformationTechnologyGrp/TotalAmt051053
IRS990/InsuranceGrp/FundraisingAmt033
IRS990/InsuranceGrp/ManagementAndGeneralAmt02892
IRS990/InsuranceGrp/ProgramServicesAmt010877
IRS990/InsuranceGrp/TotalAmt013802
IRS990/InterestGrp/ManagementAndGeneralAmt039
IRS990/InterestGrp/TotalAmt039
IRS990/InvestmentIncomeGrp/ExclusionAmt033682
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033682
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01225370
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01055910
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032808
IRS990/LandBldgEquipBasisNetGrp/BOYAmt062423
IRS990/LandBldgEquipBasisNetGrp/EOYAmt058907
IRS990/LandBldgEquipCostOrOtherBssAmt091715
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt08193
IRS990/NetAssetsOrFundBalancesBOYAmt01834780
IRS990/NetAssetsOrFundBalancesEOYAmt01710610
IRS990/NetUnrlzdGainsLossesInvstAmt0-199801
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01823277
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01699282
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt089
IRS990/OccupancyGrp/ManagementAndGeneralAmt07824
IRS990/OccupancyGrp/ProgramServicesAmt029423
IRS990/OccupancyGrp/TotalAmt037336
IRS990/OfficeExpensesGrp/FundraisingAmt0254
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011756
IRS990/OfficeExpensesGrp/ProgramServicesAmt010679
IRS990/OfficeExpensesGrp/TotalAmt022689
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026589350
IRS990/OtherAssetsTotalGrp/EOYAmt023352715
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026323
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt074622
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0100945
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT AND REPAIRS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt011
IRS990/OtherExpensesGrp/FundraisingAmt199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027656
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115793
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21014
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31768
IRS990/OtherExpensesGrp/ProgramServicesAmt05319
IRS990/OtherExpensesGrp/ProgramServicesAmt13814
IRS990/OtherExpensesGrp/ProgramServicesAmt22049
IRS990/OtherExpensesGrp/TotalAmt027656
IRS990/OtherExpensesGrp/TotalAmt121112
IRS990/OtherExpensesGrp/TotalAmt24839
IRS990/OtherExpensesGrp/TotalAmt33916
IRS990/OtherRevenueMiscGrp/Desc0AFFILIATE REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt012180
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012180
IRS990/OtherRevenueTotalAmt012180
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01660
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0146683
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0551630
IRS990/OtherSalariesAndWagesGrp/TotalAmt0699973
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0149
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015152
IRS990/PayrollTaxesGrp/ProgramServicesAmt049692
IRS990/PayrollTaxesGrp/TotalAmt064993
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027106
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017597
IRS990/PrincipalOfficerNm0EMILY BRAMAN
IRS990/PriorPeriodAdjustmentsAmt020425
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM RELATED SALES & FEES
IRS990/ProgramServiceRevenueGrp/Desc1GOVERNMENT GRANTS/CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0650245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1387527
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt285792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0650245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1387527
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt285792
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OREGON SPECIAL NEEDS TRUST (OSNT) IS A PROGRAM OF THE ARC OREGON PROVIDING AN AFFORDABLE MEANS OF SUPPLEMENTAL SUPPORT FOR PEOPLE WITH DISABILITIES WITHOUT JEOPARDIZING GOVERNMENTAL SUPPORT. THE SPECIAL NEEDS POOLED TRUST PROVIDES PEOPLE AND THEIR FAMILIES THE VEHICLE TO PLAN FOR THEIR FUTURE AND PROVIDE FUNDS THAT MAY BE USED FOR SUPPLEMENTAL NEEDS OF THE PERSON THROUGHOUT THEIR LIFETIME. THIS PAST YEAR WE HAD AN INCREASE IN NUMBER OF ACCOUNTS OPENED OVER PAST YEARS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0164226
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0653756
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071987
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt023495
IRS990/PYOtherExpensesAmt0240783
IRS990/PYOtherRevenueAmt020581
IRS990/PYProgramServiceRevenueAmt01208946
IRS990/PYRevenuesLessExpensesAmt054256
IRS990/PYSalariesCompEmpBnftPaidAmt01029970
IRS990/PYTotalExpensesAmt01270753
IRS990/PYTotalRevenueAmt01325009
IRS990/ReconcilationRevenueExpnssAmt055206
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0473319
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt012,180
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0286097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0530353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0407742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01397206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0181911
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030093
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0302359
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03590707
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012180
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54220
IRS990ScheduleA/PublicSupportPY170Pct00.66730
IRS990ScheduleA/PublicSupportTotal170Amt0957700
IRS990ScheduleA/SubstantialContributorsTotAmt0439506
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0286097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0530353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0407742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101027
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01397206
IRS990ScheduleA/TotalSupportAmt01766250
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt054505
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt054505
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/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt015311
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018302
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033613
IRS990ScheduleD/ExpensesSubtotalAmt01400317
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt036706
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04172
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt040878
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-199801
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt023352715
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD IN TRUST FOR OREGON SPECI
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06890
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010334
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017224
IRS990ScheduleD/RevenueNotReportedAmt0-199801

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
2022Detailed filing. Detailed filing data is available for this year.$25.2$23.4$1.71$1.46$1.40$0.06
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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