Civic Intelligence

Terwilliger Plaza Foundation Inc.

990 • Fiscal year 2019 • EIN 93-1062307

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileNONE
2545 SW Terwilliger BlvdPortland, OR 97201

(503) 226-4911

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.15x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

86th percentile

$268,345

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 58.7% of source-year revenue.

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

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

86th percentile

38%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$6,809,304

Up $897,325 (+15%) from 2018

Net Assets

Up

$6,740,239

Up $829,250 (+14%) from 2018

Liabilities

Up

$69,065

Up $68,075 (+6876%) from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin18th percentile

Revenue

Up

$457,127

Up $126,437 (+38%) from 2018

Expenses

Up

$507,877

Up $320,841 (+172%) from 2018

Net Income

Down

-$50,750

Down $194,404 (-135%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$10M$5.0M$0Assets 2010: $3,751,104Liabilities 2010: $206,331Net Assets 2010: $3,544,7732010Assets 2011: $3,791,160Liabilities 2011: $257,693Net Assets 2011: $3,533,4672011Assets 2012: $3,800,268Liabilities 2012: $274,233Net Assets 2012: $3,526,0352012Assets 2013: $3,808,360Liabilities 2013: $300,516Net Assets 2013: $3,507,8442013Assets 2014: $5,762,903Liabilities 2014: $393,920Net Assets 2014: $5,368,9832014Assets 2015: $6,847,443Liabilities 2015: $502,358Net Assets 2015: $6,345,0852015Assets 2016: $5,389,478Liabilities 2016: $4,592Net Assets 2016: $5,384,8862016Assets 2017: $6,087,884Liabilities 2017: $5,320Net Assets 2017: $6,082,5642017Assets 2018: $5,911,979Liabilities 2018: $990Net Assets 2018: $5,910,9892018Assets 2019: $6,809,304Liabilities 2019: $69,065Net Assets 2019: $6,740,2392019Assets 2020: $7,278,481Liabilities 2020: $49,725Net Assets 2020: $7,228,7562020Assets 2021: $8,522,441Liabilities 2021: $7,146Net Assets 2021: $8,515,2952021Assets 2022: $7,604,363Liabilities 2022: $21,857Net Assets 2022: $7,582,5062022Assets 2023: $7,955,592Liabilities 2023: $57,925Net Assets 2023: $7,897,6672023Assets 2024: $8,693,926Liabilities 2024: $25,235Net Assets 2024: $8,668,6912024

Highlighted filing

2019

Assets$6,809,304
Liabilities$69,065
Net Assets$6,740,239
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $194,8452010Expenses 2011: $199,2352011Expenses 2012: $166,4712012Revenue 2013: $1,580,964Expenses 2013: $1,631,786Net Income 2013: -$50,8222013Revenue 2014: $235,376Expenses 2014: $220,439Net Income 2014: $14,9372014Revenue 2015: $150,201Expenses 2015: $220,325Net Income 2015: -$70,1242015Revenue 2016: -$195,480Expenses 2016: $1,398,662Net Income 2016: -$1,594,1422016Revenue 2017: $256,761Expenses 2017: $58,074Net Income 2017: $198,6872017Revenue 2018: $330,690Expenses 2018: $187,036Net Income 2018: $143,6542018Revenue 2019: $457,127Expenses 2019: $507,877Net Income 2019: -$50,7502019Revenue 2020: $539,953Expenses 2020: $602,364Net Income 2020: -$62,4112020Revenue 2021: $861,085Expenses 2021: $430,794Net Income 2021: $430,2912021Revenue 2022: $722,908Expenses 2022: $720,104Net Income 2022: $2,8042022Revenue 2023: $640,803Expenses 2023: $929,372Net Income 2023: -$288,5692023Revenue 2024: $707,831Expenses 2024: $713,021Net Income 2024: -$5,1902024

Highlighted filing

2019

Revenue$457,127
Expenses$507,877
Net Income-$50,750
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$478,779
Mission and Program Overview

Mission

The Foundation mission is to fund projects and facility improvements that enhance the quality of retirement living for all Terwilliger Plaza members, and to support the Lesta Hoel Memorial Trust Fund that assists members who might otherwise have to leave the Plaza due to financial hardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,671,716$2,019,148▲ $347,432
Cash and Non-Interest-Bearing Accounts$367,105$362,138▼ $4,967
Accounts Receivable$8,273$24,408▲ $16,135
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,911,979$6,809,304▲ $897,325
Other Assets Total$3,864,885$4,403,610▲ $538,725
Liabilities
Other Liabilities$990$69,065▲ $68,075
Total Liabilities$990$69,065▲ $68,075
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,665,325$5,184,743▲ $519,418
Net Assets Without Donor Restrictions$1,245,664$1,555,496▲ $309,832
Total Net Assets Fund Balance$5,910,989$6,740,239▲ $829,250
Total Liabilities and Net Assets / Fund Balance$5,911,979$6,809,304▲ $897,325

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$153,493--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,755,017$2,705▲ $715,549-$4,292,551
2018$3,936,360$38,809▼ $83,130$33,825$3,755,017
2017$3,553,752$4,927▲ $561,048$24,356$3,936,360
2016$582,658$2,936,436▲ $68,405$6,811$3,553,752
2015$602,659$2,325▲ $8,800$5,023$582,658
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Marilyn GiffordExecutive Director$99,720$99,720

Board Members and Trustees

NameTitle
David KingsburyPresident
Robert JohnsonPresident & CEO
Tom GavinVice President
Allyn RiekeDirector
Eileen MarksonDirector
F Jackson Lewis IIDirector
Ralph BolligerDirector
Rick SchmidtDirector
Emily BradfordDirector/Treas
Phyllis MaynardSecretary
Judy O'DonnellVP & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$341,186
Program Service Revenue
$0
Investment Income
$108,652
Other Revenue
$7,289
All Other Contributions
$281,405
Change in Net Assets
$-50,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$440,751
Other Expenses$67,126
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$415,948--$415,948
Fees for Service Investment Mgmnt Fees-$37,960-$37,960
Grants to Domestic Individuals$24,803--$24,803
Fees for Services Accounting-$2,441-$2,441
Other Expenses-$1,469-$1,469
Total Functional Expenses$440,751$67,126$0$507,877
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Terwilliger Plaza IncPortland, OR-Member Subsidies$257,916
LESTA HOEL MEMORIAL TRUST FndPortland, OR501(c)(3)Fundraiser Proceeds$158,032
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,652
Fundraising Gross Income$4,228
Gaming Gross Income$1,689
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$45,862$2,323$16,772$-14,449
Spring Fling$18,147$1,905$4,880$-2,975
Total Events$64,009$4,228$21,652$-17,424
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$69,065
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
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, Line 11B: Form 990 Review Process

“The 990 is reviewed by the organization's CFO with the oversight of the CEO and then presented to the board. The board reviews the 990 before the return is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“board members ARE REQUIRED TO READ AND SIGN A CONCLICT OF INTEREST POLICY AGREEMENT ANNUALLY. IN ADDITION, THEY are expected to report any conflicts of interest THAT ARISE immediately. They are disqualified from voting on any matters for which a conflict exists.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation of the CEO of the Foundation is determined during the budget process of Terwilliger Plaza, Inc. It is recommended by the CEO of Terwilliger Plaza, Inc. and approved by the Board of Directors.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Other key employees and officers do not report directly to the board of directors. Wage scales are reviewed annually by the human resources department and approved by the president/ceo.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“financial statements, governing documents and policies and procedures are available for public review at the organization's offices.”

Filing and Contact Details

Filer

Filer Name
Terwilliger Plaza Foundation Inc
EIN
93-1062307
Phone
5032264911
Address
2545 SW Terwilliger Blvd, Portland, OR 97201

Signing Officer

Name
Judy O'Donnell
Title
VP & CFO
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy O'Donnell
Formed
1991
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
Hansen Hunter & Company Pc
Address
7080 SW FIR LOOP SUITE 100, TIGARD, OR 97223
Preparer
Lou McCollum
Phone
5032442134
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“THERE ARE SEVEN FUNDS HELD BY THE OREGON COMMUNITY FOUNDATION TO BE USED FOR FACILITY IMPROVEMENTS, CLASSICAL MUSIC PERFORMANCES AND IMPROVING the QUALITY OF LIFE OF TERWILLIGER PLAZA RESIDENTS.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Judy O'Donnell
IRS990/Form990PartVIISectionAGrp/PersonNm2Marilyn Gifford
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt089775
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt02019148
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Foundation mission is to fund projects and facility improvements that enhance the quality of retirement living for all Terwilliger Plaza members, and to support the Lesta Hoel Memorial Trust Fund that assists members who might otherwise have to leave the Plaza due to financial hardship.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05910989
IRS990/NetAssetsOrFundBalancesEOYAmt06740239
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018877
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018877
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-17424
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-17424
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01689
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01689
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0880000
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01245664
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01555496
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03864885
IRS990/OtherAssetsTotalGrp/EOYAmt04403610
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Spending policy reimbursement
IRS990/OtherExpensesGrp/Desc1Taxes and Licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11469
IRS990/OtherExpensesGrp/TotalAmt025256
IRS990/OtherExpensesGrp/TotalAmt11469
IRS990/OtherLiabilitiesGrp/BOYAmt0990
IRS990/OtherLiabilitiesGrp/EOYAmt069065
IRS990/OtherRevenueMiscGrp/BusinessCd0453310
IRS990/OtherRevenueMiscGrp/Desc0THRIFT SHOP REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt023024
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023024
IRS990/OtherRevenueTotalAmt023024
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Judy O'Donnell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS MADE TO THE LESTA HOEL MEMORIAL TRUST FUND TO ALLOCATE CONTRIBUTIONS COLLECTED BY THE FOUNDATION ON BEHALF OF LESTA HOEL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0158032
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0158032
IRS990/ProgSrvcAccomActy3Grp/Desc0Distributions of earnings from funds held at Oregon Community Foundation for various exempt purposes.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0164403
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0145869
IRS990/PYInvestmentIncomeAmt0152574
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt041167
IRS990/PYOtherRevenueAmt013713
IRS990/PYRevenuesLessExpensesAmt0143654
IRS990/PYTotalExpensesAmt0187036
IRS990/PYTotalRevenueAmt0330690
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-50750
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930477890
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0430364
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TERWILLIGER PLAZA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0430364
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt025797
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03755017
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02705
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04292551
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0154923
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0715549
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03936360
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt038809
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03755017
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0103197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-83130
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt033825
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03553752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04927
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03936360
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0159011
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0561048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt024356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0582658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02936436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03553752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt026936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068405
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt06811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0602659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02325
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0582658
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt026103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt05023
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04250117
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1153493
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Funds held by Oregon Community Foundatio
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GIFT ANNUITIES RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt069065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,809,304
Liabilities
$69,065
Net assets
$6,740,239
Revenue
$457,127
Expenses
$507,877
Net income
-$50,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.69$0.03$8.67$0.71$0.71$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.06$7.90$0.64$0.93$0.29
2022Detailed filing. Detailed filing data is available for this year.$7.60$0.02$7.58$0.72$0.72$0.00
2021Detailed filing. Detailed filing data is available for this year.$8.52$0.01$8.52$0.86$0.43$0.43
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.05$7.23$0.54$0.60$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.81$0.07$6.74$0.46$0.51$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.33$0.19$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$0.26$0.06$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.38$0.20$1.40$1.59
2015Detailed filing. Detailed filing data is available for this year.$6.85$0.50$6.35$0.15$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.76$0.39$5.37$0.24$0.22$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.81$0.30$3.51$1.58$1.63$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.27$3.53$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.26$3.53$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.21$3.54$0.19