Civic Intelligence

Up and Out Incorporated

990 • Fiscal year 2014 • EIN 93-0924815

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 05, 2015

Organization ProfileN/A

View Organization Page

521 SW 11th Avenue No 30497205-2621

(503) 796-0241

Siviq Scores

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

Liabilities / Assets

55th percentile

0.15x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.28x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

74th percentile

$111,324

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,905,789

Up $441,870 (+9.9%) from 2013

Net Assets

Up

$4,164,137

Up $439,834 (+12%) from 2013

Liabilities

Up

$741,652

Up $2,036 (+0.3%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin75th percentile

Revenue

Up

$2,667,868

Up $93,251 (+3.6%) from 2013

Expenses

Up

$2,230,732

Up $234,726 (+12%) from 2013

Net Income

Down

$437,136

Down $141,475 (-24%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,133,521Liabilities 2010: $1,172,448Net Assets 2010: $1,961,0732010Assets 2011: $3,807,624Liabilities 2011: $1,184,797Net Assets 2011: $2,622,8272011Assets 2012: $4,111,010Liabilities 2012: $960,308Net Assets 2012: $3,150,7022012Assets 2013: $4,463,919Liabilities 2013: $739,616Net Assets 2013: $3,724,3032013Assets 2014: $4,905,789Liabilities 2014: $741,652Net Assets 2014: $4,164,1372014Assets 2015: $4,867,594Liabilities 2015: $530,275Net Assets 2015: $4,337,3192015Assets 2016: $4,991,127Liabilities 2016: $556,964Net Assets 2016: $4,434,1632016Assets 2017: $5,176,401Liabilities 2017: $472,217Net Assets 2017: $4,704,1842017Assets 2018: $5,590,076Liabilities 2018: $484,720Net Assets 2018: $5,105,3562018Assets 2019: $5,529,624Liabilities 2019: $281,243Net Assets 2019: $5,248,3812019Assets 2020: $5,939,295Liabilities 2020: $164,534Net Assets 2020: $5,774,7612020Assets 2021: $6,176,055Liabilities 2021: $206,405Net Assets 2021: $5,969,6502021Assets 2022: $6,210,112Liabilities 2022: $176,735Net Assets 2022: $6,033,3772022Assets 2023: $7,171,284Liabilities 2023: $482,520Net Assets 2023: $6,688,7642023Assets 2024: $7,470,086Liabilities 2024: $427,581Net Assets 2024: $7,042,5052024Assets 2025: $7,687,782Liabilities 2025: $347,366Net Assets 2025: $7,340,4162025

Highlighted filing

2014

Assets$4,905,789
Liabilities$741,652
Net Assets$4,164,137
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $1,884,2212010Expenses 2011: $2,004,3242011Expenses 2012: $1,964,2712012Revenue 2013: $2,574,617Expenses 2013: $1,996,006Net Income 2013: $578,6112013Revenue 2014: $2,667,868Expenses 2014: $2,230,732Net Income 2014: $437,1362014Revenue 2015: $2,719,511Expenses 2015: $2,542,013Net Income 2015: $177,4982015Revenue 2016: $2,889,463Expenses 2016: $2,792,485Net Income 2016: $96,9782016Revenue 2017: $2,987,757Expenses 2017: $2,700,425Net Income 2017: $287,3322017Revenue 2018: $3,216,991Expenses 2018: $2,796,232Net Income 2018: $420,7592018Revenue 2019: $3,170,743Expenses 2019: $3,045,682Net Income 2019: $125,0612019Revenue 2020: $3,356,853Expenses 2020: $2,852,484Net Income 2020: $504,3692020Revenue 2021: $2,861,618Expenses 2021: $2,640,416Net Income 2021: $221,2022021Revenue 2022: $2,964,309Expenses 2022: $2,883,311Net Income 2022: $80,9982022Revenue 2023: $3,841,783Expenses 2023: $3,179,743Net Income 2023: $662,0402023Revenue 2024: $4,203,378Expenses 2024: $3,854,569Net Income 2024: $348,8092024Revenue 2025: $4,264,162Expenses 2025: $3,994,994Net Income 2025: $269,1682025

Highlighted filing

2014

Revenue$2,667,868
Expenses$2,230,732
Net Income$437,136
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 5, 2015
Return Version
2013v4.0
Gross Receipts
$2,668,742
Mission and Program Overview

Mission

Up and out, inc., is committed to providing community integrated services and residential options that will assist individuals with developmental disabilities to move into and maintain individualized living situations in their own homes as valued, productive, unique and successful members of their community.

The organization provides residential and training services to adults with developmental disabilities within multnomah county, oregon, under the terms of annually renewed contracts primarily with the state of oregon. Clients served are concentrated in the portland/multnomah county geographic region. The contracts are primarily cost reimbursement type arrangements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,575,141$1,832,474▲ $257,333
Savings and Temporary Cash Investments$960,467$1,252,485▲ $292,018
Investments in Publicly Traded Securities$1,009,388$1,012,086▲ $2,698
Cash and Non-Interest-Bearing Accounts$785,305$571,545▼ $213,760
Accounts Receivable$108,646$210,372▲ $101,726
Prepaid Expenses and Deferred Charges$18,744$20,931▲ $2,187
Total Assets$4,463,919$4,905,789▲ $441,870
Other Assets Total$6,228$5,896▼ $332
Liabilities
Mortgage Notes Payable Secured by Investment Property$580,429$564,746▼ $15,683
Accounts Payable and Accrued Expenses$91,610$117,514▲ $25,904
Other Liabilities$67,577$59,392▼ $8,185
Total Liabilities$739,616$741,652▲ $2,036
Net Assets / Fund Balance
Unrestricted Net Assets$3,724,303$4,164,137▲ $439,834
Total Net Assets Fund Balance$3,724,303$4,164,137▲ $439,834
Total Liabilities and Net Assets / Fund Balance$4,463,919$4,905,789▲ $441,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,161,633$416,983$1,578,616
Land$617,622-$617,622
Other Land Buildings$51,299$85,253$136,552
Equipment$1,920$10,170$12,090
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy KirbyExecutive DirectorFT$105,336$5,988$111,324

Board Members and Trustees

NameTitle
Chad ColtonPresident
Judith BieberleVice President
Anneliese EinwallerDirector
John LongfieldDirector
Kay WeckerlingDirector
Staci AndersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,050
Program Service Revenue
$2,655,043
Investment Income
$11,775
Other Revenue
$0
All Other Contributions
$1,050
Change in Net Assets
$437,136

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,667,868
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,698
Total Revenue per Audited Statements
$2,670,566
Total Revenue per Form 990
$2,667,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,653,889
Other Expenses$576,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,271,541$13,538-$1,285,079
Payroll Taxes$137,920$6,040-$143,960
Other Employee Benefits$110,907$2,619-$113,526
Current Officers, Directors, Trustees, and Key Employees$66,794$44,530-$111,324
Depreciation Depletion$78,171--$78,171
Fees for Services Other$20,648$54,872-$75,520
Occupancy$41,817$15,816-$57,633
Interest$41,422--$41,422
Office Expenses$27,837$13,307-$41,144
Insurance$33,588$3,426-$37,014
All Other Expenses$28,400$2,424-$30,824
Other Expenses$24,133$2,232-$26,365
Advertising$3,353--$3,353
Total Functional Expenses$2,063,330$167,402$0$2,230,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,230,732
Total Expenses per Audited Statements$2,230,732
Total Expenses per Form 990$2,230,732
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacancy Reserve Fund$59,392
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Draft copy is given to executive director and board of directors for review and approval prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed annually by all members. If a conflict arises, it is documented in our minutes and the member is removed from the voting process for the issue.”

Form 990, Part VI, Section B, Line 15A

“Executive director's performance evaluation completed by the board of directors annually and a written approval of salary increase is approved by the board. A signed approval is placed in the executive director's personnel file.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are availabe upon request.”

Filing and Contact Details

Filer

EIN
93-0924815
Phone
5037960241

Signing Officer

Name
Kathy Kirby
Title
Executive Director
Phone
5037960241
Signed
2015-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Kirby
Formed
1987
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
109
Volunteers
8

Preparer

Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Management does not believe the organization has taken any uncertain tax positions.”

Raw XML AppendixShowing 400 of 454 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/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES RESIDENTIAL AND TRAINING SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES WITHIN MULTNOMAH COUNTY, OREGON, UNDER THE TERMS OF ANNUALLY RENEWED CONTRACTS PRIMARILY WITH THE STATE OF OREGON. CLIENTS SERVED ARE CONCENTRATED IN THE PORTLAND/MULTNOMAH COUNTY GEOGRAPHIC REGION. THE CONTRACTS ARE PRIMARILY COST REIMBURSEMENT TYPE ARRANGEMENTS.
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IRS990/OtherLiabilitiesGrp/BOYAmt067577
IRS990/OtherLiabilitiesGrp/EOYAmt059392
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013538
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01271541
IRS990/OtherSalariesAndWagesGrp/TotalAmt01285079
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06040
IRS990/PayrollTaxesGrp/ProgramServicesAmt0137920
IRS990/PayrollTaxesGrp/TotalAmt0143960
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018744
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020931
IRS990/PrincipalOfficerNm0KATHY KIRBY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT FEES
IRS990/ProgramServiceRevenueGrp/Desc1RM. & BRD. REIMBURSEME
IRS990/ProgramServiceRevenueGrp/Desc2MISC. PROGRAM INC.
IRS990/ProgramServiceRevenueGrp/Desc3CLIENT OFFSETS
IRS990/ProgramServiceRevenueGrp/Desc4PRIVATE CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02375641
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1206106
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt245074
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314576
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt413646
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02375641
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1206106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt245074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt413646
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTED LIVING PROJECTS - UP TO 10 DEVELOPMENTALLY DISABLED ADULTS IN MULTNOMAH COUNTY, OREGON ARE PROVIDED LIVING SKILLS TRAINING TO ENHANCE THEIR INDEPENDENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0116520
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0150010
IRS990/ProgSrvcAccomActy3Grp/Desc0UPSTART EMPLOYMENT, LLC - VOCATIONAL ASSESSMENT TRAINING AND EMPLOYMENT SUPPORT FOR DEVELOPMENTALLY DISABLED ADULTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt064565
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt083103
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02647
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012350
IRS990/PYOtherExpensesAmt0509765
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02559620
IRS990/PYRevenuesLessExpensesAmt0578611
IRS990/PYSalariesCompEmpBnftPaidAmt01486241
IRS990/PYTotalExpensesAmt01996006
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02574617
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0437136
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02421930
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0960467
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01252485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02376691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02297382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02202491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02373945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02547219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011797728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04192
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056647
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01394116
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99520
IRS990ScheduleA/PublicSupportPY170Pct00.99530
IRS990ScheduleA/PublicSupportTotal170Amt011797728
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02376691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02297382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02202491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02373945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02547219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011797728
IRS990ScheduleA/TotalSupportAmt011854375
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01161633
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0416983
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01578616
IRS990ScheduleD/EquipmentGrp/BookValueAmt01920
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010170
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012090
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02230732
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0617622
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0617622
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02698
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051299
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt085253
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0136552
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACANCY RESERVE FUND
IRS990ScheduleD/RevenueNotReportedAmt02698
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02667868
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01832474
IRS990ScheduleD/TotalExpensesPerForm990Amt02230732
IRS990ScheduleD/TotalLiabilityAmt059392
IRS990ScheduleD/TotalRevenuePerForm990Amt02667868
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02670566
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02230732
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT COPY IS GIVEN TO EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY ALL MEMBERS. IF A CONFLICT ARISES, IT IS DOCUMENTED IN OUR MINUTES AND THE MEMBER IS REMOVED FROM THE VOTING PROCESS FOR THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION COMPLETED BY THE BOARD OF DIRECTORS ANNUALLY AND A WRITTEN APPROVAL OF SALARY INCREASE IS APPROVED BY THE BOARD. A SIGNED APPROVAL IS PLACED IN THE EXECUTIVE DIRECTOR'S PERSONNEL FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10LOU'S PLACE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine11UPSTART EMPLOYMENT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt02017320
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO HOLD TITLE TO THE LOU'S PLACE FACILITY
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1TO PROVIDE JOB OPPORTUNITIES FOR INDIVIDUALS WITH DEVELOPMENTAL DIABILITIES
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0733498
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt126398
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine10521 SW 11TH ST SUITE 304
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine11521 SW 11TH ST SUITE 304
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0PORTLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City1PORTLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State1OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode097205
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode197205
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04463919
IRS990/TotalAssetsEOYAmt04905789
IRS990/TotalAssetsGrp/BOYAmt04463919
IRS990/TotalAssetsGrp/EOYAmt04905789
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01050
IRS990/TotalEmployeeCnt0109
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0167402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02063330
IRS990/TotalFunctionalExpensesGrp/TotalAmt02230732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0739616
IRS990/TotalLiabilitiesEOYAmt0741652
IRS990/TotalLiabilitiesGrp/BOYAmt0739616
IRS990/TotalLiabilitiesGrp/EOYAmt0741652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03724303

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,905,789
Liabilities
$741,652
Net assets
$4,164,137
Revenue
$2,667,868
Expenses
$2,230,732
Net income
$437,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.69$0.35$7.34$4.26$3.99$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.43$7.04$4.20$3.85$0.35
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.48$6.69$3.84$3.18$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.18$6.03$2.96$2.88$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.21$5.97$2.86$2.64$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.16$5.77$3.36$2.85$0.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.28$5.25$3.17$3.05$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.48$5.11$3.22$2.80$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.47$4.70$2.99$2.70$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.56$4.43$2.89$2.79$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.53$4.34$2.72$2.54$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.74$4.16$2.67$2.23$0.44
2013Summary only. Only limited summary data is available for this year.$4.46$0.74$3.72$2.57$2.00$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.96$3.15$1.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$1.18$2.62$2.00
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$1.17$1.96$1.88