Civic Intelligence

Oba Education Foundation

990 • Fiscal year 2019 • EIN 93-0910219

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization ProfileWWW.OREGONBANKERS.COM/FOUNDATION
PO Box 13429Salem, OR 97309

(503) 581-3522

Siviq Scores

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

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

1.28x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-6.8%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

82nd percentile

24%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

6.7%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,056,771

Up $202,045 (+24%) from 2018

Net Assets

Up

$986,847

Up $175,502 (+22%) from 2018

Liabilities

Up

$69,924

Up $26,543 (+61%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin24th percentile

Revenue

Up

$54,812

Up $3,462 (+6.7%) from 2018

Expenses

Down

$58,518

Down $18,583 (-24%) from 2018

Net Income

Up

-$3,706

Up $22,045 (+86%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $13,967Liabilities 2013: $733Net Assets 2013: $13,2342013Assets 2014: $64,918Liabilities 2014: $550Net Assets 2014: $64,3682014Assets 2015: $594,128Liabilities 2015: $80,000Net Assets 2015: $514,1282015Assets 2016: $793,589Liabilities 2016: $68,975Net Assets 2016: $724,6142016Assets 2017: $905,100Liabilities 2017: $44,032Net Assets 2017: $861,0682017Assets 2018: $854,726Liabilities 2018: $43,381Net Assets 2018: $811,3452018Assets 2019: $1,056,771Liabilities 2019: $69,924Net Assets 2019: $986,8472019Assets 2020: $1,227,787Liabilities 2020: $91,031Net Assets 2020: $1,136,7562020Assets 2021: $1,418,053Liabilities 2021: $56,067Net Assets 2021: $1,361,9862021Assets 2022: $1,252,728Liabilities 2022: $25,000Net Assets 2022: $1,227,7282022Assets 2023: $1,464,871Liabilities 2023: $105,218Net Assets 2023: $1,359,6532023Assets 2024: $1,600,095Liabilities 2024: $86,945Net Assets 2024: $1,513,1502024

Highlighted filing

2019

Assets$1,056,771
Liabilities$69,924
Net Assets$986,847
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $52,790Expenses 2013: $52,483Net Income 2013: $3072013Revenue 2014: $62,891Expenses 2014: $11,757Net Income 2014: $51,1342014Revenue 2015: $573,267Expenses 2015: $120,742Net Income 2015: $452,5252015Revenue 2016: $202,660Expenses 2016: $31,935Net Income 2016: $170,7252016Revenue 2017: $85,275Expenses 2017: $36,053Net Income 2017: $49,2222017Revenue 2018: $51,350Expenses 2018: $77,101Net Income 2018: -$25,7512018Revenue 2019: $54,812Expenses 2019: $58,518Net Income 2019: -$3,7062019Revenue 2020: $104,882Expenses 2020: $93,453Net Income 2020: $11,4292020Revenue 2021: $99,969Expenses 2021: $71,903Net Income 2021: $28,0662021Revenue 2022: $110,647Expenses 2022: $58,862Net Income 2022: $51,7852022Revenue 2023: $105,395Expenses 2023: $162,987Net Income 2023: -$57,5922023Revenue 2024: $99,264Expenses 2024: $94,088Net Income 2024: $5,1762024

Highlighted filing

2019

Revenue$54,812
Expenses$58,518
Net Income-$3,706
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$55,378
Mission and Program Overview

Mission

The OBA Education Foundation's overall mission is education. The Foundation seeks to explore and enhance educational opportunities for individuals in areas of banking, public and private finance, financial literacy, business, financial planning and other related subjects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$841,607$1,040,236▲ $198,629
Savings and Temporary Cash Investments$4,914$14,035▲ $9,121
Pledges and Grants Receivable$3,750$0▼ $3,750
Accounts Receivable$4,455$2,500▼ $1,955
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$854,726$1,056,771▲ $202,045
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$45,000-
Grants Payable$40,000$20,000▼ $20,000
Accounts Payable and Accrued Expenses$3,381$4,924▲ $1,543
Total Liabilities$43,381$69,924▲ $26,543
Net Assets / Fund Balance
Net Assets With Donor Restrictions$830,544$1,018,350▲ $187,806
Net Assets Without Donor Restrictions$-19,199$-31,503▼ $12,304
Total Net Assets Fund Balance$811,345$986,847▲ $175,502
Total Liabilities and Net Assets / Fund Balance$854,726$1,056,771▲ $202,045

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$841,607$3,750▲ $204,546-$1,040,236
2018$814,269$62,592▼ $26,363-$841,607
2017$638,336$76,111▲ $107,287-$814,269
2016$506,965$85,337▲ $51,659-$638,336
2015-$509,250▼ $2,077-$506,965
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Richard E BrownChairman
Jeff BaileyOba Pen Chair
Ryan KilgoreOba Pen Chair
Daniel J HempyVice-chair
Chris KarlinDirector
Joan ReukaufDirector
John R HancockDirector
Kenneth D Trautman JrDirector
Peyton ChapmanDirector
Stuart B AllenDirector
Linda W NavarroSecretary-treas
Revenue and Support

Revenue Composition

Contributions and Grants
$26,923
Program Service Revenue
$0
Investment Income
$25,355
Other Revenue
$2,534
All Other Contributions
$26,923
Change in Net Assets
$-3,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,000
Other Expenses$24,518
Total Fundraising Expense$685
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,500--$32,500
Fees for Service Investment Mgmnt Fees-$9,706-$9,706
Fees for Services Accounting-$2,109-$2,109
Grants to Domestic Individuals$1,500--$1,500
All Other Expenses-$708$24$732
Other Expenses$2,468$419$661$419
Travel-$164-$164
Total Functional Expenses$36,468$21,365$685$58,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PortlandPortland, OR-Financial Ed & Empowerment Prgm$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,100
Fundraising Direct Expenses$566
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed and approved by the board of directors prior to its filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“On a form provided by the organization, persons covered by the conflict of interest policy annually disclose to or provide an update to the board chair their interests that could give rise to conflicts of interest. For each interest disclosed to the board chair, the chair will determine whether to (a) take no action, (b) assure full disclosure to the board of directors and other individuals covered by this policy, (c) ask the person to recuse from participation in related discussions or decisions within the organization, or (d) ask the person to resign from his or her position in the organization or if the person refuses to resign, they become subject to possible removal in accordance with the organization's removal procedures.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The foundation's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oba Education Foundation
EIN
93-0910219
Phone
5035813522
Address
PO BOX 13429, SALEM, OR 97309

Signing Officer

Name
Linda W Navarro
Title
Secretary/Treasurer
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Michelle a Pecora CPA Pc
Address
537 HIGH STREET SE, SALEM, OR 97301
Preparer
Michelle A Pecora
Phone
5037791902
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Provide funding to increase financial literacy and promote educational opportunities for Oregonians.”

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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02534
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0179208
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-19199
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-31503
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2COMMUNICATION EXPENSES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0661
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11059
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2419
IRS990/OtherExpensesGrp/ProgramServicesAmt02468
IRS990/OtherExpensesGrp/TotalAmt07200
IRS990/OtherExpensesGrp/TotalAmt12468
IRS990/OtherExpensesGrp/TotalAmt21720
IRS990/OtherExpensesGrp/TotalAmt3419
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03750
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt028731
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt053500
IRS990/PYInvestmentIncomeAmt022619
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt023601
IRS990/PYRevenuesLessExpensesAmt0-25751
IRS990/PYTotalExpensesAmt077101
IRS990/PYTotalRevenueAmt051350
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3706
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04914
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014035
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0190347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0572152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0883268
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025355
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022619
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0985
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt081217
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025355
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0985
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt081217
IRS990ScheduleA/InvestmentIncomeCYPct00.08420
IRS990ScheduleA/InvestmentIncomePYPct00.05740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91580
IRS990ScheduleA/PublicSupportPY509Pct00.94260
IRS990ScheduleA/PublicSupportTotal509Amt0883268
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028731
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0190347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0572152
IRS990ScheduleA/Total509Grp/TotalAmt0883268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0202445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0573137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0964485
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/CYEndwmtFundGrp/AdministrativeExpensesAmt09667
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0841607
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03750
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01040236
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204546
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08891
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0814269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt062592
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0841607
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26363
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0638336
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt076111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0814269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107287
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0506965
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt085337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0638336
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0208
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0509250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0506965
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2077
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Provide funding to increase financial literacy and promote educational opportunities for Oregonians.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL ED & EMPOWERMENT PRGM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05000 N WILLAMETTE BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097203
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS ARE MONITORED BY REGULAR MEETINGS WITH THE GRANTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,056,771
Liabilities
$69,924
Net assets
$986,847
Revenue
$54,812
Expenses
$58,518
Net income
-$3,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.09$1.51$0.10$0.09$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.11$1.36$0.11$0.16$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.03$1.23$0.11$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.10$0.07$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.09$1.14$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.07$0.99$0.05$0.06$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.04$0.81$0.05$0.08$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.04$0.86$0.09$0.04$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.07$0.72$0.20$0.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.08$0.51$0.57$0.12$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.05$0.00