Civic Intelligence

Up and Out Incorporated

990 • Fiscal year 2016 • EIN 93-0924815

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 2017

Organization ProfileN/A

View Organization Page

521 SW 11th Avenue No 304Portland, OR 97205

(503) 796-0241

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.19x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

54th percentile

3.4%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

74th percentile

$113,843

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

6.2%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$4,991,127

Up $123,533 (+2.5%) from 2015

Net Assets

Up

$4,434,163

Up $96,844 (+2.2%) from 2015

Liabilities

Up

$556,964

Up $26,689 (+5.0%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Up

$2,889,463

Up $169,952 (+6.2%) from 2015

Expenses

Up

$2,792,485

Up $250,472 (+9.9%) from 2015

Net Income

Down

$96,978

Down $80,520 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2016

Assets$4,991,127
Liabilities$556,964
Net Assets$4,434,163
Open 2016 Filing

Operations Trend

Revenue Growth58th 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

2016

Revenue$2,889,463
Expenses$2,792,485
Net Income$96,978
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$2,889,690
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
Savings and Temporary Cash Investments$1,341,967$1,613,919▲ $271,952
Land, Buildings, and Equipment, Net$1,546,426$1,507,249▼ $39,177
Investments in Publicly Traded Securities$1,482,455$1,235,320▼ $247,135
Accounts Receivable$117,547$452,245▲ $334,698
Cash and Non-Interest-Bearing Accounts$351,430$150,905▼ $200,525
Prepaid Expenses and Deferred Charges$22,203$26,254▲ $4,051
Total Assets$4,867,594$4,991,127▲ $123,533
Other Assets Total$5,566$5,235▼ $331
Liabilities
Mortgage Notes Payable Secured by Investment Property$334,686$323,711▼ $10,975
Accounts Payable and Accrued Expenses$131,581$142,852▲ $11,271
Other Liabilities$64,008$90,401▲ $26,393
Total Liabilities$530,275$556,964▲ $26,689
Net Assets / Fund Balance
Unrestricted Net Assets$4,337,319$4,434,163▲ $96,844
Total Net Assets Fund Balance$4,337,319$4,434,163▲ $96,844
Total Liabilities and Net Assets / Fund Balance$4,867,594$4,991,127▲ $123,533

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$933,014$439,555$1,372,569
Land$532,210-$532,210
Other Land Buildings$38,967$121,875$160,842
Equipment$3,058$12,456$15,514
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy KirbyExecutive DirectorFT$106,788$7,055$113,843

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$965
Program Service Revenue
$2,866,472
Investment Income
$22,026
Other Revenue
$0
All Other Contributions
$965
Change in Net Assets
$96,978

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,889,463
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-134
Total Revenue per Audited Statements
$2,889,329
Total Revenue per Form 990
$2,889,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,167,622
Other Expenses$624,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,693,634$12,605-$1,706,239
Other Employee Benefits$173,018$2,658-$175,676
Payroll Taxes$164,009$5,224-$169,233
Current Officers, Directors, Trustees, and Key Employees$69,885$46,589-$116,474
Occupancy$90,211$18,946-$109,157
Fees for Services Other$19,206$75,210-$94,416
Depreciation Depletion$69,034--$69,034
Insurance$37,155$4,274-$41,429
Office Expenses$26,361$11,977-$38,338
Other Expenses$19,132$8,336-$27,468
Interest$22,169--$22,169
All Other Expenses$13,672$2,196-$15,868
Advertising$3,201--$3,201
Total Functional Expenses$2,600,121$192,364$0$2,792,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,792,485
Total Expenses per Audited Statements$2,792,485
Total Expenses per Form 990$2,792,485
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$90,401
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 available upon request.”

Filing and Contact Details

Filer

Filer Name
Up and Out Inc
EIN
93-0924815
Phone
5037960241
Address
521 SW 11TH AVENUE NO 304, PORTLAND, OR 97205

Signing Officer

Name
Alison Cassidy
Title
Executive Director
Phone
5037960241
Signed
2017-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alison Cassidy
Formed
1987
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
115
Volunteers
6

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
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 451 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/MissionDesc0UP 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.
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IRS990/OtherExpensesGrp/Desc0CLIENT FOOD & SUPPLIES
IRS990/OtherExpensesGrp/Desc1CLIENT UTILITIES & PHON
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TRANSPORTATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04349
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18336
IRS990/OtherExpensesGrp/ProgramServicesAmt0117726
IRS990/OtherExpensesGrp/ProgramServicesAmt155078
IRS990/OtherExpensesGrp/ProgramServicesAmt226630
IRS990/OtherExpensesGrp/ProgramServicesAmt319132
IRS990/OtherExpensesGrp/TotalAmt0117726
IRS990/OtherExpensesGrp/TotalAmt155078
IRS990/OtherExpensesGrp/TotalAmt230979
IRS990/OtherExpensesGrp/TotalAmt327468
IRS990/OtherLiabilitiesGrp/BOYAmt064008
IRS990/OtherLiabilitiesGrp/EOYAmt090401
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012605
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01693634
IRS990/OtherSalariesAndWagesGrp/TotalAmt01706239
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05224
IRS990/PayrollTaxesGrp/ProgramServicesAmt0164009
IRS990/PayrollTaxesGrp/TotalAmt0169233
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022203
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026254
IRS990/PrincipalOfficerNm0ALISON CASSIDY
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/Desc2CLIENT OFFSETS
IRS990/ProgramServiceRevenueGrp/Desc3MISC. PROGRAM INC.
IRS990/ProgramServiceRevenueGrp/Desc4PRIVATE CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02626202
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1209093
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214457
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313990
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02626202
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1209093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214457
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313990
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42730
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/ExpenseAmt0150625
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0165969
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0777
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-39773
IRS990/PYOtherExpensesAmt0534656
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02758507
IRS990/PYRevenuesLessExpensesAmt0177498
IRS990/PYSalariesCompEmpBnftPaidAmt02007357
IRS990/PYTotalExpensesAmt02542013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02719511
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt096978
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02700503
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01341967
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01613919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02627167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02472677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02376691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02297382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02202491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011976408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010607
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071626
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01354157
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99410
IRS990ScheduleA/PublicSupportPY170Pct00.99410
IRS990ScheduleA/PublicSupportTotal170Amt011976408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02627167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02472677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02376691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02297382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02202491
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011976408
IRS990ScheduleA/TotalSupportAmt012048034
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0933014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0439555
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01372569
IRS990ScheduleD/EquipmentGrp/BookValueAmt03058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015514
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02792485
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0532210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0532210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-134
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038967
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0121875
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0160842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACANCY RESERVE FUND
IRS990ScheduleD/RevenueNotReportedAmt0-134
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02889463
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01507249
IRS990ScheduleD/TotalExpensesPerForm990Amt02792485
IRS990ScheduleD/TotalLiabilityAmt090401
IRS990ScheduleD/TotalRevenuePerForm990Amt02889463
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02889329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02792485
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 AVAILABLE 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/BusinessNameLine1Txt0LOU'S PLACE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt02426849
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO HOLD TITLE TO THE LOU'S PLACE FACILITY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0928919
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0521 SW 11TH ST SUITE 304
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd097205
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04867594
IRS990/TotalAssetsEOYAmt04991127
IRS990/TotalAssetsGrp/BOYAmt04867594
IRS990/TotalAssetsGrp/EOYAmt04991127
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0965
IRS990/TotalEmployeeCnt0115
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0192364
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02600121
IRS990/TotalFunctionalExpensesGrp/TotalAmt02792485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0530275
IRS990/TotalLiabilitiesEOYAmt0556964
IRS990/TotalLiabilitiesGrp/BOYAmt0530275
IRS990/TotalLiabilitiesGrp/EOYAmt0556964
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04337319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04434163
IRS990/TotalOtherCompensationAmt07055
IRS990/TotalProgramServiceExpensesAmt02600121

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,991,127
Liabilities
$556,964
Net assets
$4,434,163
Revenue
$2,889,463
Expenses
$2,792,485
Net income
$96,978
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
2016Detailed filing. Detailed filing data is available for this year.$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