Civic Intelligence

Up and Out Incorporated

990 • Fiscal year 2017 • EIN 93-0924815

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 05, 2018

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

40th percentile

0.09x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.16x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

66th percentile

9.6%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$84,632

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.4%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$5,176,401

Up $185,274 (+3.7%) from 2016

Net Assets

Up

$4,704,184

Up $270,021 (+6.1%) from 2016

Liabilities

Down

$472,217

Down $84,747 (-15%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin66th percentile

Revenue

Up

$2,987,757

Up $98,294 (+3.4%) from 2016

Expenses

Down

$2,700,425

Down $92,060 (-3.3%) from 2016

Net Income

Up

$287,332

Up $190,354 (+196%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$5,176,401
Liabilities$472,217
Net Assets$4,704,184
Open 2017 Filing

Operations Trend

Revenue Growth46th 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

2017

Revenue$2,987,757
Expenses$2,700,425
Net Income$287,332
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 5, 2018
Return Version
2016v3.0
Gross Receipts
$2,989,554
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
Investments in Publicly Traded Securities$1,235,320$1,557,926▲ $322,606
Savings and Temporary Cash Investments$1,613,919$1,509,988▼ $103,931
Land, Buildings, and Equipment, Net$1,507,249$1,435,090▼ $72,159
Cash and Non-Interest-Bearing Accounts$150,905$529,216▲ $378,311
Accounts Receivable$452,245$119,401▼ $332,844
Prepaid Expenses and Deferred Charges$26,254$24,780▼ $1,474
Total Assets$4,991,127$5,176,401▲ $185,274
Other Assets Total$5,235$0▼ $5,235
Liabilities
Mortgage Notes Payable Secured by Investment Property$323,711$232,682▼ $91,029
Accounts Payable and Accrued Expenses$142,852$152,213▲ $9,361
Other Liabilities$90,401$87,322▼ $3,079
Total Liabilities$556,964$472,217▼ $84,747
Net Assets / Fund Balance
Unrestricted Net Assets$4,434,163$4,704,184▲ $270,021
Total Net Assets Fund Balance$4,434,163$4,704,184▲ $270,021
Total Liabilities and Net Assets / Fund Balance$4,991,127$5,176,401▲ $185,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$878,171$470,943$1,349,114
Land$532,210-$532,210
Other Land Buildings$22,654$138,188$160,842
Equipment$2,055$13,460$15,515
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy KirbyExecutive DirectorFT$80,080$4,552$84,632
Alison CassidyExecutive DirectorFT$65,534$7,892$73,426

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$2,689,559
Program Service Revenue
$273,743
Investment Income
$24,455
Other Revenue
$0
All Other Contributions
$424
Change in Net Assets
$287,332

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,987,757
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-17,311
Total Revenue per Audited Statements
$2,970,446
Total Revenue per Form 990
$2,987,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,156,556
Other Expenses$543,869
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,694,698$1,048-$1,695,746
Other Employee Benefits$181,594$1,260-$182,854
Payroll Taxes$156,586$4,222-$160,808
Current Officers, Directors, Trustees, and Key Employees$70,288$46,860-$117,148
Fees for Services Other$19,686$52,864-$72,550
Depreciation Depletion$70,362--$70,362
Occupancy$29,392$20,425-$49,817
Office Expenses$26,440$15,960-$42,400
Insurance$35,510$4,295-$39,805
Other Expenses$19,491$8,966-$28,457
Interest$20,667--$20,667
All Other Expenses$6,378$4,044-$10,422
Advertising$7,383--$7,383
Total Functional Expenses$2,536,475$163,950$0$2,700,425

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,700,425
Total Expenses per Audited Statements$2,700,425
Total Expenses per Form 990$2,700,425
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$87,322
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 11B

“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
2018-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alison Cassidy
Formed
1987
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
112
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 461 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/ManagementAndGeneralAmt04006
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18966
IRS990/OtherExpensesGrp/ProgramServicesAmt0105964
IRS990/OtherExpensesGrp/ProgramServicesAmt159324
IRS990/OtherExpensesGrp/ProgramServicesAmt232712
IRS990/OtherExpensesGrp/ProgramServicesAmt319491
IRS990/OtherExpensesGrp/TotalAmt0105964
IRS990/OtherExpensesGrp/TotalAmt159324
IRS990/OtherExpensesGrp/TotalAmt236718
IRS990/OtherExpensesGrp/TotalAmt328457
IRS990/OtherLiabilitiesGrp/BOYAmt090401
IRS990/OtherLiabilitiesGrp/EOYAmt087322
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01048
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01694698
IRS990/OtherSalariesAndWagesGrp/TotalAmt01695746
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04222
IRS990/PayrollTaxesGrp/ProgramServicesAmt0156586
IRS990/PayrollTaxesGrp/TotalAmt0160808
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026254
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024780
IRS990/PrincipalOfficerNm0ALISON CASSIDY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0RM. & BRD. REIMBURSEME
IRS990/ProgramServiceRevenueGrp/Desc1MISC. PROGRAM INC.
IRS990/ProgramServiceRevenueGrp/Desc2CLIENT OFFSETS
IRS990/ProgramServiceRevenueGrp/Desc3PRIVATE CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0208280
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143384
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215467
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36612
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0208280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36612
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/ExpenseAmt0164794
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017793
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0965
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022026
IRS990/PYOtherExpensesAmt0624863
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02866472
IRS990/PYRevenuesLessExpensesAmt096978
IRS990/PYSalariesCompEmpBnftPaidAmt02167622
IRS990/PYTotalExpensesAmt02792485
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02889463
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0287332
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0255950
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01613919
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01509988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02689559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02627167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02472677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02376691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02297382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012463476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012350
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt087271
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01344907
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99300
IRS990ScheduleA/PublicSupportPY170Pct00.99410
IRS990ScheduleA/PublicSupportTotal170Amt012463476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02689559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02627167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02472677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02376691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02297382
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012463476
IRS990ScheduleA/TotalSupportAmt012550747
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0878171
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0470943
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01349114
IRS990ScheduleD/EquipmentGrp/BookValueAmt02055
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013460
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015515
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02700425
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0532210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0532210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-17311
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022654
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0138188
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0160842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt087322
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACANCY RESERVE FUND
IRS990ScheduleD/RevenueNotReportedAmt0-17311
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02987757
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01435090
IRS990ScheduleD/TotalExpensesPerForm990Amt02700425
IRS990ScheduleD/TotalLiabilityAmt087322
IRS990ScheduleD/TotalRevenuePerForm990Amt02987757
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02970446
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02700425
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 11B
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/EndOfYearAssetsAmt02516907
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO HOLD TITLE TO THE LOU'S PLACE FACILITY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0893172
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/TotalAssetsBOYAmt04991127
IRS990/TotalAssetsEOYAmt05176401
IRS990/TotalAssetsGrp/BOYAmt04991127
IRS990/TotalAssetsGrp/EOYAmt05176401
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02689559
IRS990/TotalEmployeeCnt0112
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0163950
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02536475
IRS990/TotalFunctionalExpensesGrp/TotalAmt02700425
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0556964
IRS990/TotalLiabilitiesEOYAmt0472217
IRS990/TotalLiabilitiesGrp/BOYAmt0556964
IRS990/TotalLiabilitiesGrp/EOYAmt0472217
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04434163

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,176,401
Liabilities
$472,217
Net assets
$4,704,184
Revenue
$2,987,757
Expenses
$2,700,425
Net income
$287,332
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
2017Detailed filing. Detailed filing data is available for this year.$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