Civic Intelligence

Up and Out Incorporated

990 • Fiscal year 2021 • EIN 93-0924815

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

Organization ProfileN/A

View Organization Page

1116 NE Glisan StPortland, OR 97232

(503) 796-0241

Siviq Scores

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

Liabilities / Assets

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.07x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

40th percentile

7.7%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$105,079

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

35th percentile

4.0%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$6,176,055

Up $236,760 (+4.0%) from 2020

Net Assets

Up

$5,969,650

Up $194,889 (+3.4%) from 2020

Liabilities

Up

$206,405

Up $41,871 (+25%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin40th percentile

Revenue

Down

$2,861,618

Down $495,235 (-15%) from 2020

Expenses

Down

$2,640,416

Down $212,068 (-7.4%) from 2020

Net Income

Down

$221,202

Down $283,167 (-56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$6,176,055
Liabilities$206,405
Net Assets$5,969,650
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$2,861,618
Expenses$2,640,416
Net Income$221,202
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$2,861,618
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$1,498,810$2,282,596▲ $783,786
Land, Buildings, and Equipment, Net$1,313,378$1,265,882▼ $47,496
Investments in Publicly Traded Securities$1,447,228$1,242,667▼ $204,561
Cash and Non-Interest-Bearing Accounts$1,403,152$1,158,210▼ $244,942
Accounts Receivable$266,625$221,004▼ $45,621
Prepaid Expenses and Deferred Charges$10,102$5,696▼ $4,406
Total Assets$5,939,295$6,176,055▲ $236,760
Liabilities
Accounts Payable and Accrued Expenses$164,534$174,405▲ $9,871
Other Liabilities$0$32,000▲ $32,000
Total Liabilities$164,534$206,405▲ $41,871
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,774,761$5,969,650▲ $194,889
Total Net Assets Fund Balance$5,774,761$5,969,650▲ $194,889
Total Liabilities and Net Assets / Fund Balance$5,939,295$6,176,055▲ $236,760

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$721,391$677,424$1,398,815
Land$532,210-$532,210
Other Land Buildings$12,281$158,589$170,870
Equipment$0$15,514$15,514
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison Cassidy NortonExecutive DirectorFT$99,037$6,042$105,079

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$11,316
Program Service Revenue
$2,817,204
Investment Income
$33,098
Other Revenue
$0
All Other Contributions
$11,316
Change in Net Assets
$221,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,861,618
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-26,313
Total Revenue per Audited Statements
$2,835,305
Total Revenue per Form 990
$2,861,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,190,337
Other Expenses$450,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,632,464$18,142-$1,650,606
Other Employee Benefits$271,783$16,171-$287,954
Payroll Taxes$142,312$8,638-$150,950
Current Officers, Directors, Trustees, and Key Employees$60,496$40,331-$100,827
Occupancy$47,505$20,626-$68,131
Depreciation Depletion$53,146$6,925-$60,071
Fees for Services Other$43,446$12,490-$55,936
Insurance$30,619$11,462-$42,081
Office Expenses$15,203$16,226-$31,429
Advertising$10,505--$10,505
Other Expenses$4,172$920-$5,092
All Other Expenses$2,660$148-$2,808
Total Functional Expenses$2,486,366$154,050$0$2,640,416

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,640,416
Total Expenses per Audited Statements$2,640,416
Total Expenses per Form 990$2,640,416
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
Refundable Advances$32,000
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
1116 NE GLISAN ST, PORTLAND, OR 97232

Signing Officer

Name
Alison Cassidy
Title
Executive Director
Phone
5037960241
Signed
2021-11-04
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
77
Volunteers
0

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 460 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/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0142312
IRS990/PayrollTaxesGrp/TotalAmt0150950
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010102
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05696
IRS990/PrincipalOfficerNm0ALISON CASSIDY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOME AND SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc1RM. & BRD. REIMBURSEME
IRS990/ProgramServiceRevenueGrp/Desc2CLIENT OFFSETS
IRS990/ProgramServiceRevenueGrp/Desc3MISC. PROGRAM INC.
IRS990/ProgramServiceRevenueGrp/Desc4PRIVATE CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02594689
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1170382
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt225064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314011
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt413058
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02594689
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1170382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt225064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314011
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt413058
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/ExpenseAmt0191363
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0280038
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03067023
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036765
IRS990/PYOtherExpensesAmt0528711
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0253065
IRS990/PYRevenuesLessExpensesAmt0504369
IRS990/PYSalariesCompEmpBnftPaidAmt02323773
IRS990/PYTotalExpensesAmt02852484
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03356853
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0221202
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02537166
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01498810
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02282596
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015430
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028610
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026359
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026359
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022253
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0136679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02817204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02919638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03184907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02962878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02866472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014751099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028610
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0136679
IRS990ScheduleA/InvestmentIncomeCYPct00.00920
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99080
IRS990ScheduleA/PublicSupportPY509Pct00.99020
IRS990ScheduleA/PublicSupportTotal509Amt014766529
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02828520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02919638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03187632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02963302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02867437
IRS990ScheduleA/Total509Grp/TotalAmt014766529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02861618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02948248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03213991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02989661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02889690
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014903208
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0721391
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0677424
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01398815
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015514
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015514
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02640416
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0532210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0532210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-26313
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012281
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0158589
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0170870
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCES
IRS990ScheduleD/RevenueNotReportedAmt0-26313
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02861618
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01265882
IRS990ScheduleD/TotalExpensesPerForm990Amt02640416
IRS990ScheduleD/TotalLiabilityAmt032000
IRS990ScheduleD/TotalRevenuePerForm990Amt02861618
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02835305
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02640416
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/EndOfYearAssetsAmt02534909
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO HOLD TITLE TO THE LOU'S PLACE FACILITY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0670785
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05939295
IRS990/TotalAssetsEOYAmt06176055
IRS990/TotalAssetsGrp/BOYAmt05939295
IRS990/TotalAssetsGrp/EOYAmt06176055
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011316
IRS990/TotalEmployeeCnt077
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0154050
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02486366
IRS990/TotalFunctionalExpensesGrp/TotalAmt02640416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0164534
IRS990/TotalLiabilitiesEOYAmt0206405

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,176,055
Liabilities
$206,405
Net assets
$5,969,650
Revenue
$2,861,618
Expenses
$2,640,416
Net income
$221,202
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
2021Detailed filing. Detailed filing data is available for this year.$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