Civic Intelligence

Up and Out Incorporated

990 • Fiscal year 2019 • EIN 93-0924815

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

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

33rd percentile

0.05x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.09x

Higher debt load relative to revenue than 36% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$91,187

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-1.4%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$5,529,624

Down $60,452 (-1.1%) from 2018

Net Assets

Up

$5,248,381

Up $143,025 (+2.8%) from 2018

Liabilities

Down

$281,243

Down $203,477 (-42%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin54th percentile

Revenue

Down

$3,170,743

Down $46,248 (-1.4%) from 2018

Expenses

Up

$3,045,682

Up $249,450 (+8.9%) from 2018

Net Income

Down

$125,061

Down $295,698 (-70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$5,529,624
Liabilities$281,243
Net Assets$5,248,381
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$3,170,743
Expenses$3,045,682
Net Income$125,061
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$3,170,743
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$1,501,054$1,716,844▲ $215,790
Land, Buildings, and Equipment, Net$1,407,587$1,372,576▼ $35,011
Investments in Publicly Traded Securities$1,562,455$1,170,418▼ $392,037
Cash and Non-Interest-Bearing Accounts$767,608$932,579▲ $164,971
Accounts Receivable$335,157$330,064▼ $5,093
Prepaid Expenses and Deferred Charges$16,215$7,143▼ $9,072
Total Assets$5,590,076$5,529,624▼ $60,452
Liabilities
Mortgage Notes Payable Secured by Investment Property$224,928$0▼ $224,928
Accounts Payable and Accrued Expenses$156,990$141,647▼ $15,343
Other Liabilities$102,802$139,596▲ $36,794
Total Liabilities$484,720$281,243▼ $203,477
Net Assets / Fund Balance
Unrestricted Net Assets$5,105,356$5,248,381▲ $143,025
Total Net Assets Fund Balance$5,105,356$5,248,381▲ $143,025
Total Liabilities and Net Assets / Fund Balance$5,590,076$5,529,624▼ $60,452

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$808,908$572,173$1,381,081
Land$532,210-$532,210
Other Land Buildings$30,774$140,096$170,870
Equipment$684$14,830$15,514
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison Cassidy NortonExecutive DirectorFT$83,818$7,369$91,187

Board Members and Trustees

NameTitle
Chad ColtonPresident
Judith MarksVice President
John PetersonDirector
Kay WeckerlingDirector
Valerie VickersDirector
Staci AndersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,891,028
Program Service Revenue
$251,105
Investment Income
$28,610
Other Revenue
$0
Change in Net Assets
$125,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,170,743
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,964
Total Revenue per Audited Statements
$3,188,707
Total Revenue per Form 990
$3,170,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,444,805
Other Expenses$600,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,846,553$66,882-$1,913,435
Other Employee Benefits$221,800$27,748-$249,548
Payroll Taxes$174,043$22,217-$196,260
Occupancy$74,021$21,725-$95,746
Current Officers, Directors, Trustees, and Key Employees$51,337$34,225-$85,562
Fees for Services Other$39,185$36,562-$75,747
Depreciation Depletion$66,978--$66,978
Office Expenses$22,276$17,344-$39,620
Insurance$32,797$4,591-$37,388
Other Expenses$14,913$8,954-$23,867
All Other Expenses$13,861$4,535-$18,396
Interest$14,807--$14,807
Advertising$9,640$1,004-$10,644
Total Functional Expenses$2,796,269$249,413$0$3,045,682

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,045,682
Total Expenses per Audited Statements$3,045,682
Total Expenses per Form 990$3,045,682
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$139,596
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
2019-11-11
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
124
Volunteers
6

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
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 450 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/OtherSalariesAndWagesGrp/TotalAmt01913435
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022217
IRS990/PayrollTaxesGrp/ProgramServicesAmt0174043
IRS990/PayrollTaxesGrp/TotalAmt0196260
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016215
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07143
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/RelatedOrExemptFuncIncomeAmt0197472
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125627
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219486
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0197472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt219486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38520
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/ExpenseAmt0204103
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt018331
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02933265
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029359
IRS990/PYOtherExpensesAmt0530839
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0254367
IRS990/PYRevenuesLessExpensesAmt0420759
IRS990/PYSalariesCompEmpBnftPaidAmt02265393
IRS990/PYTotalExpensesAmt02796232
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03216991
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0125061
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0232774
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01501054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01716844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02891028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02933265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02689559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02627167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02472677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013613696
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017267
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0120741
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01306092
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99120
IRS990ScheduleA/PublicSupportPY170Pct00.99230
IRS990ScheduleA/PublicSupportTotal170Amt013613696
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02891028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02933265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02689559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02627167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02472677
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013613696
IRS990ScheduleA/TotalSupportAmt013734437
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/BookValueAmt0808908
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0572173
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01381081
IRS990ScheduleD/EquipmentGrp/BookValueAmt0684
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014830
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015514
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03045682
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0532210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0532210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017964
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt030774
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0140096
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0170870
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0139596
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACANCY RESERVE FUND
IRS990ScheduleD/RevenueNotReportedAmt017964
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03170743
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01372576
IRS990ScheduleD/TotalExpensesPerForm990Amt03045682
IRS990ScheduleD/TotalLiabilityAmt0139596
IRS990ScheduleD/TotalRevenuePerForm990Amt03170743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03188707
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03045682
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/EndOfYearAssetsAmt02425138
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO HOLD TITLE TO THE LOU'S PLACE FACILITY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0882591
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05590076
IRS990/TotalAssetsEOYAmt05529624
IRS990/TotalAssetsGrp/BOYAmt05590076
IRS990/TotalAssetsGrp/EOYAmt05529624
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02891028
IRS990/TotalEmployeeCnt0124
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0249413
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02796269
IRS990/TotalFunctionalExpensesGrp/TotalAmt03045682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0484720
IRS990/TotalLiabilitiesEOYAmt0281243
IRS990/TotalLiabilitiesGrp/BOYAmt0484720
IRS990/TotalLiabilitiesGrp/EOYAmt0281243
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05105356
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05248381
IRS990/TotalOtherCompensationAmt07369
IRS990/TotalProgramServiceExpensesAmt02796269
IRS990/TotalProgramServiceRevenueAmt0251105
IRS990/TotalReportableCompFromOrgAmt083818
IRS990/TotalRevenueGrp/ExclusionAmt028610
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0251105
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03170743
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05590076

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,529,624
Liabilities
$281,243
Net assets
$5,248,381
Revenue
$3,170,743
Expenses
$3,045,682
Net income
$125,061
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
2019Detailed filing. Detailed filing data is available for this year.$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