Civic Intelligence

Leadingage Oregon

990 • Fiscal year 2016 • EIN 93-0747109

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

Organization ProfileWWW.LEADINGAGEOREGON.COM

View Organization Page

7340 SW Hunziker Suite 104Tigard, OR 97223

(503) 684-3788

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.08x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.08x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

72nd percentile

9.8%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$140,107

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

0.2%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,409,914

Up $170,521 (+14%) from 2015

Net Assets

Up

$1,295,974

Up $144,050 (+13%) from 2015

Liabilities

Up

$113,940

Up $26,471 (+30%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin72nd percentile

Revenue

Up

$1,472,803

Up $2,223 (+0.2%) from 2015

Expenses

Down

$1,328,753

Down $5,172 (-0.4%) from 2015

Net Income

Up

$144,050

Up $7,395 (+5.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $930,026Liabilities 2011: $65,568Net Assets 2011: $864,4582011Assets 2012: $1,009,806Liabilities 2012: $96,701Net Assets 2012: $913,1052012Assets 2013: $1,046,305Liabilities 2013: $83,480Net Assets 2013: $962,8252013Assets 2014: $1,122,815Liabilities 2014: $107,546Net Assets 2014: $1,015,2692014Assets 2015: $1,239,393Liabilities 2015: $87,469Net Assets 2015: $1,151,9242015Assets 2016: $1,409,914Liabilities 2016: $113,940Net Assets 2016: $1,295,9742016Assets 2017: $1,538,580Liabilities 2017: $111,115Net Assets 2017: $1,427,4652017Assets 2018: $1,601,859Liabilities 2018: $98,652Net Assets 2018: $1,503,2072018Assets 2019: $1,693,447Liabilities 2019: $110,546Net Assets 2019: $1,582,9012019Assets 2020: $1,813,033Liabilities 2020: $166,216Net Assets 2020: $1,646,8172020Assets 2021: $1,996,897Liabilities 2021: $151,815Net Assets 2021: $1,845,0822021Assets 2022: $1,775,824Liabilities 2022: $112,155Net Assets 2022: $1,663,6692022Assets 2023: $1,776,525Liabilities 2023: $123,563Net Assets 2023: $1,652,9622023Assets 2024: $1,935,127Liabilities 2024: $153,033Net Assets 2024: $1,782,0942024

Highlighted filing

2016

Assets$1,409,914
Liabilities$113,940
Net Assets$1,295,974
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,437,866Expenses 2011: $1,356,964Net Income 2011: $80,9022011Revenue 2012: $1,422,934Expenses 2012: $1,374,287Net Income 2012: $48,6472012Expenses 2013: $1,422,0412013Revenue 2014: $1,480,091Expenses 2014: $1,427,647Net Income 2014: $52,4442014Revenue 2015: $1,470,580Expenses 2015: $1,333,925Net Income 2015: $136,6552015Revenue 2016: $1,472,803Expenses 2016: $1,328,753Net Income 2016: $144,0502016Revenue 2017: $1,514,930Expenses 2017: $1,412,180Net Income 2017: $102,7502017Revenue 2018: $1,476,977Expenses 2018: $1,435,347Net Income 2018: $41,6302018Revenue 2019: $1,492,627Expenses 2019: $1,427,301Net Income 2019: $65,3262019Revenue 2020: $1,357,403Expenses 2020: $1,241,518Net Income 2020: $115,8852020Revenue 2021: $1,387,724Expenses 2021: $1,324,399Net Income 2021: $63,3252021Revenue 2022: $1,411,323Expenses 2022: $1,464,183Net Income 2022: -$52,8602022Revenue 2023: $1,581,445Expenses 2023: $1,634,558Net Income 2023: -$53,1132023Revenue 2024: $1,871,446Expenses 2024: $1,820,929Net Income 2024: $50,5172024

Highlighted filing

2016

Revenue$1,472,803
Expenses$1,328,753
Net Income$144,050
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$1,472,803
Mission and Program Overview

Mission

To serve as a resource and support members providing quality housing, health, community and related services to the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$639,806$810,648▲ $170,842
Savings and Temporary Cash Investments$520,972$521,139▲ $167
Accounts Receivable$40,122$32,871▼ $7,251
Prepaid Expenses and Deferred Charges$4,802$13,579▲ $8,777
Land, Buildings, and Equipment, Net$3,691$1,677▼ $2,014
Total Assets$1,239,393$1,409,914▲ $170,521
Other Assets Total$30,000$30,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$71,389$79,889▲ $8,500
Deferred Revenue$16,080$34,051▲ $17,971
Total Liabilities$87,469$113,940▲ $26,471
Net Assets / Fund Balance
Unrestricted Net Assets$1,151,924$1,295,974▲ $144,050
Total Net Assets Fund Balance$1,151,924$1,295,974▲ $144,050
Total Liabilities and Net Assets / Fund Balance$1,239,393$1,409,914▲ $170,521

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,677$41,057$42,734
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth GulyasCEOFT$127,370$12,737$140,107

Board Members and Trustees

NameTitle
John DavisPresident
Greg FranksPresident El
David ParrettDirector
Delvin ZookDirector
Dennis WhittedDirector
George WheelerDirector
Keith MilsarkDirector
Todd EngleDirector
Vassar ByrdDirector
Dena SmithPast Preside
Diane HoodTreasurer
David LewisVP of Alf/rc
Craig Van ValkenburgVP of Ccrc
Mary ScottVP of Commun
Mary McmanusVP of Housin
Lynn SzenderVP of Nursin
Revenue and Support

Revenue Composition

Contributions and Grants
$445,952
Program Service Revenue
$917,378
Investment Income
$628
Other Revenue
$108,845
Change in Net Assets
$144,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,472,803
Total Revenue per Audited Statements
$1,472,803
Total Revenue per Form 990
$1,472,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$965,256
Salaries, Compensation, and Employee Benefits$363,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$127,942$31,986-$159,928
Current Officers, Directors, Trustees, and Key Employees$104,864$26,216-$131,080
Conferences and Meetings$94,380--$94,380
All Other Expenses$49,184$3,518-$52,702
Other Expenses$51,000--$51,000
Occupancy$26,129$2,903-$29,032
Pension Plan Contributions$26,084$2,898-$28,982
Payroll Taxes$23,103$2,567-$25,670
Other Employee Benefits$16,053$1,784-$17,837
Fees for Services Accounting-$16,857-$16,857
Office Expenses$15,034$1,671-$16,705
Insurance$4,567$508-$5,075
Depreciation Depletion$2,014--$2,014
Total Functional Expenses$1,237,845$90,908$0$1,328,753

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,328,753
Total Expenses per Audited Statements$1,328,753
Total Expenses per Form 990$1,328,753
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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

“The organization is an association with members.”

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

“Board members are nominated by a committee of the board and then are elected by members at the annual meeting in may.”

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

“The finance committee reviews the 990 and then sends it electronically to the board for their review.”

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

“Any violations of the organization's written code of conduct which includes conflicts of interest may result in removal from the board, committee, or task force.”

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

“The organization's national association (leadingage) has an executive forum that does an annual salary survey of executive directors of state affiliates around the country. The survey is supplied to the committee of the leadingage oregon board that reviews/evaluates the executive director at the time of the executive director evaluation.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Leadingage Oregon
EIN
93-0747109
Phone
5036843788
Address
7340 SW HUNZIKER SUITE 104, TIGARD, OR 97223

Signing Officer

Name
Ruth Gulyas
Title
CEO
Phone
5036843788
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Davis
Formed
1979
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
4

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kendra Steph
Phone
5036829600
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The association is a not-for-profit organization that is exempt from income taxes under section 501(c)(6) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. The association has unrelated business income (ubi) from activities not substantially related to the activities or performance of its exempt purpose for advertising revenues and royalty income. The association's form 990, return of organization exempt from income tax, for the years ending 2015, 2014 and 2013 are subject to examination by the irs, generally 3 years after they were filed.”

Raw XML AppendixShowing 400 of 497 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF CCRC
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF HOUSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF NURSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF ALF/RC
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF COMMUN
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01472803
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0508
IRS990/InsuranceGrp/ProgramServicesAmt04567
IRS990/InsuranceGrp/TotalAmt05075
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0628
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IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041057
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03691
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01677
IRS990/LandBldgEquipCostOrOtherBssAmt042734
IRS990/LegalDomicileStateCd0OR
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0445952
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01151924
IRS990/NetAssetsOrFundBalancesEOYAmt01295974
IRS990/NetUnrelatedBusTxblIncmAmt0-51227
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02903
IRS990/OccupancyGrp/ProgramServicesAmt026129
IRS990/OccupancyGrp/TotalAmt029032
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IRS990/OfficeExpensesGrp/TotalAmt016705
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030000
IRS990/OtherAssetsTotalGrp/EOYAmt030000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01784
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016053
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017837
IRS990/OtherExpensesGrp/Desc0MEWA
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SEMINARS
IRS990/OtherExpensesGrp/Desc3LEGISLATIVE
IRS990/OtherExpensesGrp/ProgramServicesAmt0525455
IRS990/OtherExpensesGrp/ProgramServicesAmt1106894
IRS990/OtherExpensesGrp/ProgramServicesAmt265142
IRS990/OtherExpensesGrp/ProgramServicesAmt351000
IRS990/OtherExpensesGrp/TotalAmt0525455
IRS990/OtherExpensesGrp/TotalAmt1106894
IRS990/OtherExpensesGrp/TotalAmt265142
IRS990/OtherExpensesGrp/TotalAmt351000
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/Desc0SHARED SERVICES REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035631
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt073214
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt135631
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt073214
IRS990/OtherRevenueTotalAmt0108845
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031986
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0127942
IRS990/OtherSalariesAndWagesGrp/TotalAmt0159928
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02567
IRS990/PayrollTaxesGrp/ProgramServicesAmt023103
IRS990/PayrollTaxesGrp/TotalAmt025670
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02898
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026084
IRS990/PensionPlanContributionsGrp/TotalAmt028982
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04802
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013579
IRS990/PrincipalOfficerNm0JOHN DAVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL PLAN
IRS990/ProgramServiceRevenueGrp/Desc1ELDERLY & DISABLED SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0615125
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1302253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0615125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1302253
IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSORED A VARIETY OF PROGRAMS TO ENGAGE MEMBER'S RESIDENTS IN CREATIVE ACTIVITIES AND FOSTER A CLOSER RELATIONSHIP BETWEEN THE STATE ORGANIZATION AND RESIDENTS. PRODUCED WEEKLY NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT ISSUES IMPACTING THEIR WORK. A LEGISLATIVE BRIEF WAS PRODUCED DURING THE LEGISLATIVE SESSION AND NUMEROUS CRITICAL ISSUE AND POLICY UPDATES AS NEEDED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06706
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010345
IRS990/ProgSrvcAccomActy3Grp/Desc0OFFERED 33 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 1,000 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE BASED ALF/RCF ADMINISTRATION TRAINING, WEBINARS AND NUMEROUS IN- PERSON WORKSHOPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0159522
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0291908
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0426068
IRS990/PYInvestmentIncomeAmt0605
IRS990/PYOtherExpensesAmt0978490
IRS990/PYOtherRevenueAmt0136975
IRS990/PYProgramServiceRevenueAmt0906932
IRS990/PYRevenuesLessExpensesAmt0136655
IRS990/PYSalariesCompEmpBnftPaidAmt0355435
IRS990/PYTotalExpensesAmt01333925
IRS990/PYTotalRevenueAmt01470580
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0144050
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0615125
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0520972
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0521139
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041057
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042734
IRS990ScheduleD/ExpensesSubtotalAmt01328753
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt01472803
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION HAS UNRELATED BUSINESS INCOME (UBI) FROM ACTIVITIES NOT SUBSTANTIALLY RELATED TO THE ACTIVITIES OR PERFORMANCE OF ITS EXEMPT PURPOSE FOR ADVERTISING REVENUES AND ROYALTY INCOME. THE ASSOCIATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2015, 2014 AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01677
IRS990ScheduleD/TotalExpensesPerForm990Amt01328753
IRS990ScheduleD/TotalRevenuePerForm990Amt01472803
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01472803
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01328753
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS AN ASSOCIATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE NOMINATED BY A COMMITTEE OF THE BOARD AND THEN ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING IN MAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE 990 AND THEN SENDS IT ELECTRONICALLY TO THE BOARD FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY VIOLATIONS OF THE ORGANIZATION'S WRITTEN CODE OF CONDUCT WHICH INCLUDES CONFLICTS OF INTEREST MAY RESULT IN REMOVAL FROM THE BOARD, COMMITTEE, OR TASK FORCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S NATIONAL ASSOCIATION (LEADINGAGE) HAS AN EXECUTIVE FORUM THAT DOES AN ANNUAL SALARY SURVEY OF EXECUTIVE DIRECTORS OF STATE AFFILIATES AROUND THE COUNTRY. THE SURVEY IS SUPPLIED TO THE COMMITTEE OF THE LEADINGAGE OREGON BOARD THAT REVIEWS/EVALUATES THE EXECUTIVE DIRECTOR AT THE TIME OF THE EXECUTIVE DIRECTOR EVALUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OREGON ALLIANCE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,409,914
Liabilities
$113,940
Net assets
$1,295,974
Revenue
$1,472,803
Expenses
$1,328,753
Net income
$144,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.15$1.78$1.87$1.82$0.05
2023Summary only. Only limited summary data is available for this year.$1.78$0.12$1.65$1.58$1.63$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.11$1.66$1.41$1.46$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.15$1.85$1.39$1.32$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.17$1.65$1.36$1.24$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.11$1.58$1.49$1.43$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.10$1.50$1.48$1.44$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.11$1.43$1.51$1.41$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.11$1.30$1.47$1.33$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.09$1.15$1.47$1.33$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.11$1.02$1.48$1.43$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.08$0.96$1.42
2012Summary only. Only limited summary data is available for this year.$1.01$0.10$0.91$1.42$1.37$0.05
2011Summary only. Only limited summary data is available for this year.$0.93$0.07$0.86$1.44$1.36$0.08