Civic Intelligence

Leadingage Oregon

990 • Fiscal year 2017 • EIN 93-0747109

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

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

0.07x

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

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.07x

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

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

62nd percentile

6.8%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$148,513

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

9.1%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

2.9%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,538,580

Up $128,666 (+9.1%) from 2016

Net Assets

Up

$1,427,465

Up $131,491 (+10%) from 2016

Liabilities

Down

$111,115

Down $2,825 (-2.5%) from 2016

Revenue

Up

$1,514,930

Up $42,127 (+2.9%) from 2016

Expenses

Up

$1,412,180

Up $83,427 (+6.3%) from 2016

Net Income

Down

$102,750

Down $41,300 (-29%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,538,580
Liabilities$111,115
Net Assets$1,427,465

Operations Trend

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

2017

Revenue$1,514,930
Expenses$1,412,180
Net Income$102,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$1,514,930
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
Investments in Publicly Traded Securities-$584,502-
Cash and Non-Interest-Bearing Accounts$810,648$484,754▼ $325,894
Savings and Temporary Cash Investments$521,139$416,405▼ $104,734
Accounts Receivable$32,871$16,764▼ $16,107
Prepaid Expenses and Deferred Charges$13,579$12,753▼ $826
Land, Buildings, and Equipment, Net$1,677$3,152▲ $1,475
Total Assets$1,409,914$1,538,580▲ $128,666
Other Assets Total$30,000$20,250▼ $9,750
Liabilities
Accounts Payable and Accrued Expenses$79,889$78,356▼ $1,533
Deferred Revenue$34,051$32,759▼ $1,292
Total Liabilities$113,940$111,115▼ $2,825
Net Assets / Fund Balance
Unrestricted Net Assets$1,295,974$1,424,664▲ $128,690
Temporarily Rstr Net Assets-$2,801-
Total Net Assets Fund Balance$1,295,974$1,427,465▲ $131,491
Total Liabilities and Net Assets / Fund Balance$1,409,914$1,538,580▲ $128,666

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,152$38,392$41,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth GulyasCEOFT$135,012$13,501$148,513

Board Members and Trustees

NameTitle
Greg FranksPresident
Diane HoodPresident El
Craig Van ValkenburgDirector
David ParrettDirector
Dena HiltonDirector
Dennis WhittedDirector
Devri ReynoldsDirector
Keith MilsarkDirector
Todd EngleDirector
John DavisPast Preside
Cliff MarsTreasurer
George WheelerVP of Alf/rc
David LewisVP of Ccrcs
Vassar ByrdVP of Comm.
Mary McmanusVP of Housin
Emily DazeyVP of Nursin
Revenue and Support

Revenue Composition

Contributions and Grants
$495,973
Program Service Revenue
$916,429
Investment Income
$9,000
Other Revenue
$93,528
Change in Net Assets
$102,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,018,861
Salaries, Compensation, and Employee Benefits$393,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,383$34,596-$172,979
Current Officers, Directors, Trustees, and Key Employees$111,155$27,789-$138,944
Conferences and Meetings$110,684--$110,684
All Other Expenses$53,333$3,298-$56,631
Other Expenses$53,238--$53,238
Pension Plan Contributions$27,904$3,100-$31,004
Payroll Taxes$24,610$2,735-$27,345
Occupancy$23,725$2,636-$26,361
Other Employee Benefits$20,742$2,305-$23,047
Office Expenses$18,688$2,076-$20,764
Fees for Services Accounting-$17,960-$17,960
Insurance$4,579$509-$5,088
Depreciation Depletion$835--$835
Total Functional Expenses$1,315,176$97,004$0$1,412,180
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
Yes
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
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Franks
Formed
1979
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
5

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 2016, 2015 and 2014 are subject to examination by the irs, generally 3 years after they were filed.

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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 CCRCS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF HOUSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF NURSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF ALF/RC
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF COMM.
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01514930
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0509
IRS990/InsuranceGrp/ProgramServicesAmt04579
IRS990/InsuranceGrp/TotalAmt05088
IRS990/InvestmentIncomeGrp/ExclusionAmt09000
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09000
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0584502
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt038392
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01677
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03152
IRS990/LandBldgEquipCostOrOtherBssAmt041544
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0495973
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/NetAssetsOrFundBalancesBOYAmt01295974
IRS990/NetAssetsOrFundBalancesEOYAmt01427465
IRS990/NetUnrelatedBusTxblIncmAmt0-80997
IRS990/NetUnrlzdGainsLossesInvstAmt028741
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/ManagementAndGeneralAmt02636
IRS990/OccupancyGrp/ProgramServicesAmt023725
IRS990/OccupancyGrp/TotalAmt026361
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02076
IRS990/OfficeExpensesGrp/ProgramServicesAmt018688
IRS990/OfficeExpensesGrp/TotalAmt020764
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030000
IRS990/OtherAssetsTotalGrp/EOYAmt020250
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02305
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020742
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023047
IRS990/OtherExpensesGrp/Desc0MEWA
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SEMINARS
IRS990/OtherExpensesGrp/Desc3LEGISLATIVE
IRS990/OtherExpensesGrp/ProgramServicesAmt0535522
IRS990/OtherExpensesGrp/ProgramServicesAmt1111114
IRS990/OtherExpensesGrp/ProgramServicesAmt280664
IRS990/OtherExpensesGrp/ProgramServicesAmt353238
IRS990/OtherExpensesGrp/TotalAmt0535522
IRS990/OtherExpensesGrp/TotalAmt1111114
IRS990/OtherExpensesGrp/TotalAmt280664
IRS990/OtherExpensesGrp/TotalAmt353238
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/Desc0SHARED SERVICES REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt037520
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056008
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt137520
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt056008
IRS990/OtherRevenueTotalAmt093528
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034596
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0138383
IRS990/OtherSalariesAndWagesGrp/TotalAmt0172979
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02735
IRS990/PayrollTaxesGrp/ProgramServicesAmt024610
IRS990/PayrollTaxesGrp/TotalAmt027345
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03100
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027904
IRS990/PensionPlanContributionsGrp/TotalAmt031004
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013579
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012753
IRS990/PrincipalOfficerNm0GREG FRANKS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL PLAN
IRS990/ProgramServiceRevenueGrp/Desc1ELDERLY & DISABLED SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0587978
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1328451
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0587978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1328451
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/ExpenseAmt06824
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09935
IRS990/ProgSrvcAccomActy3Grp/Desc0OFFERED 29 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 1,200 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE BASED ALF/RCF ADMINISTRATOR TRAINING, WEBINARS AND NUMEROUS IN- PERSON WORKSHOPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0191348
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0318516
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0445952
IRS990/PYInvestmentIncomeAmt0628
IRS990/PYOtherExpensesAmt0965256
IRS990/PYOtherRevenueAmt0108845
IRS990/PYProgramServiceRevenueAmt0917378
IRS990/PYRevenuesLessExpensesAmt0144050
IRS990/PYSalariesCompEmpBnftPaidAmt0363497
IRS990/PYTotalExpensesAmt01328753
IRS990/PYTotalRevenueAmt01472803
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0102750
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0587978
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0521139
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0416405
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03152
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038392
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041544
IRS990ScheduleD/FootnoteTextInd0X
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 2016, 2015 AND 2014 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03152
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
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OREGON ALLIANCE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07340 SW HUNZIKER 104

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.11$1.43$1.51$1.41$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • $1M-$5M nonprofits