Civic Intelligence

Franz Foundation

990 • Fiscal year 2013 • EIN 93-1235821

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 28, 2014

Organization ProfileN/A
1211 SW Fifth Avenue Suite 30097204

(503) 790-7502

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

93rd percentile

39%

Faster asset growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

155%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$23,835,351

Up $6,689,717 (+39%) from 2012

Net Assets

Up

$23,834,030

Up $6,688,396 (+39%) from 2012

Liabilities

Up

$1,321

Up $1,321 from 2012

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

Up

$2,771,782

Up $1,684,405 (+155%) from 2012

Expenses

Up

$441,340

Up $71,769 (+19%) from 2012

Net Income

Up

$2,330,442

Up $1,612,636 (+225%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $14,528,919Liabilities 2011: $0Net Assets 2011: $14,528,9192011Assets 2012: $17,145,634Liabilities 2012: $0Net Assets 2012: $17,145,6342012Assets 2013: $23,835,351Liabilities 2013: $1,321Net Assets 2013: $23,834,0302013Assets 2014: $27,415,609Liabilities 2014: $3,843Net Assets 2014: $27,411,7662014Assets 2015: $25,243,846Liabilities 2015: $3,840Net Assets 2015: $25,240,0062015Assets 2016: $30,320,476Liabilities 2016: $0Net Assets 2016: $30,320,4762016Assets 2017: $26,407,553Liabilities 2017: $0Net Assets 2017: $26,407,5532017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$23,835,351
Liabilities$1,321
Net Assets$23,834,030
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$40M$20M$0-$20MRevenue 2011: $870,878Expenses 2011: $391,718Net Income 2011: $479,1602011Revenue 2012: $1,087,377Expenses 2012: $369,571Net Income 2012: $717,8062012Revenue 2013: $2,771,782Expenses 2013: $441,340Net Income 2013: $2,330,4422013Revenue 2014: $5,512,580Expenses 2014: $604,081Net Income 2014: $4,908,4992014Revenue 2015: $1,052,778Expenses 2015: $685,006Net Income 2015: $367,7722015Revenue 2016: $3,992,272Expenses 2016: $644,773Net Income 2016: $3,347,4992016Revenue 2017: $1,350,996Expenses 2017: $8,965,879Net Income 2017: -$7,614,8832017Revenue 2018: $7,849,687Expenses 2018: $26,958,786Net Income 2018: -$19,109,0992018

Highlighted filing

2013

Revenue$2,771,782
Expenses$441,340
Net Income$2,330,442
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 28, 2014
Return Version
2013v3.0
Gross Receipts
$5,443,447
Mission and Program Overview

Mission

The corporation is organized and at all times shall operate exclusively for the benefit of, to perform the functions of, or to carry out the purposes of: university of portland, providence portland medical foundation, the oregon community foundation, and roman catholic archdiocese of portland.

The corporation's objective is to promote charitable activities, education, social betterment and medical care by or through supported charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,145,634$23,834,030▲ $6,688,396
Investments in Publicly Traded Securities$8,904,657$14,245,713▲ $5,341,056
Investments Other Securities$7,824,509$9,207,562▲ $1,383,053
Savings and Temporary Cash Investments$321,790$225,097▼ $96,693
Cash and Non-Interest-Bearing Accounts$94,678$83,934▼ $10,744
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,145,634$23,835,351▲ $6,689,717
Other Assets Total$0$73,045▲ $73,045
Liabilities
Accounts Payable and Accrued Expenses$0$1,321▲ $1,321
Total Liabilities$0$1,321▲ $1,321
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,145,634$23,834,030▲ $6,688,396
Total Liabilities and Net Assets / Fund Balance$17,145,634$23,835,351▲ $6,689,717

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,445,592--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Robert W FranzPresident/secretary/treasu
Elsie Franz FinleyVice President
Carolyn P WinterDirector
E William Beauchamp CscDirector
John P LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,603,596
Program Service Revenue
$0
Investment Income
$1,168,186
Other Revenue
$0
All Other Contributions
$1,603,596
Change in Net Assets
$2,330,442

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$1,603,596Stock Exchange
Total Noncash Contributions2$1,603,596-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$342,912
Other Expenses$98,428
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$342,912--$342,912
Fees for Service Investment Mgmnt Fees-$85,004-$85,004
Fees for Services Legal-$5,239-$5,239
Fees for Services Accounting-$4,451-$4,451
Other Expenses-$50-$50
Total Functional Expenses$342,912$98,428$0$441,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-1231494-501(c)(3)To Provide Financial Support to the Cancer Research Fund.$171,456
93-0401259-501(c)(3)To Provide Financial Support to the University of Portland.$171,456
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Relationship - the following directors are siblings: individual's name title or role robert w. Franz president/secretary/treasurer elsie franz finley vice president”

Form 990, Part VI, Section B, Line 11

“A copy of form 990 was provided to the officers before it was filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and tax returns available to the public upon request.”

Form 990, Part VII

“Carolyn p. Winter - 1235 ne 47th avenue, suite 299, portland, or 97213. John p. Lee - 11850 sw belmont terrace, beaverton, or 97008. E. William beauchamp, csc - 15936 nw tullamorrie way, portland, or 97229.”

Filing and Contact Details

Filer

EIN
93-1235821
Phone
5037907502

Signing Officer

Name
Robert W Franz
Title
President
Phone
5037907502
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert W Franz
Formed
1999
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Roy Abramowitz
Phone
5032210336
Raw XML Appendix369 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01321
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CORPORATION'S OBJECTIVE IS TO PROMOTE CHARITABLE ACTIVITIES, EDUCATION, SOCIAL BETTERMENT AND MEDICAL CARE BY OR THROUGH SUPPORTED CHARITIES.
IRS990/AllOtherContributionsAmt01603596
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum05037907502
IRS990/BooksInCareOfDetail/USAddress/AddressLine101211 SW FIFTH AVENUE SUITE 300
IRS990/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode097204
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt094678
IRS990/CashNonInterestBearingGrp/EOYAmt083934
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01603596
IRS990/CYGrantsAndSimilarPaidAmt0342912
IRS990/CYInvestmentIncomeAmt01168186
IRS990/CYOtherExpensesAmt098428
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02330442
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0441340
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02771782
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MAINTAINED GIFTS OF MONEY TO DISTRIBUTE FOR THE SUPPORT AND BENEFIT OF THE UNIVERSITY OF PORTLAND.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0171456
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04451
IRS990/FeesForServicesAccountingGrp/TotalAmt04451
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05239
IRS990/FeesForServicesLegalGrp/TotalAmt05239
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt085004
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt085004
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT W FRANZ
IRS990/Form990PartVIISectionAGrp/PersonNm1ELSIE FRANZ FINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLYN P WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN P LEE
IRS990/Form990PartVIISectionAGrp/PersonNm4E WILLIAM BEAUCHAMP CSC
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/SECRETARY/TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0880092
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0171456
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0342912
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0342912
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03551757
IRS990/GrossReceiptsAmt05443447
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0288094
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0288094
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07824509
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09207562
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08904657
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014245713
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02671665
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CORPORATION IS ORGANIZED AND AT ALL TIMES SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF: UNIVERSITY OF PORTLAND, PROVIDENCE PORTLAND MEDICAL FOUNDATION, THE OREGON COMMUNITY FOUNDATION, AND ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017145634
IRS990/NetAssetsOrFundBalancesEOYAmt023834030
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0880092
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0880092
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04357954
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01603596
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt073045
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1OREGON DEPARTMENT OF JU
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3STATE OF OREGON ANNUAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2106
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt350
IRS990/OtherExpensesGrp/TotalAmt02378
IRS990/OtherExpensesGrp/TotalAmt11200
IRS990/OtherExpensesGrp/TotalAmt2106
IRS990/OtherExpensesGrp/TotalAmt350
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT W FRANZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTAINED GIFTS OF MONEY TO DISTRIBUTE FOR THE SUPPORT AND BENEFIT OF PROVIDENCE MEDICAL FOUNDATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0171456
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0171456
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0497621
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0290578
IRS990/PYInvestmentIncomeAmt0589756
IRS990/PYOtherExpensesAmt078993
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0717806
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0369571
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01087377
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02330442
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017145634
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023834030
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0321790
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225097
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930401259
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1931231494
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc17
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0171456
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1171456
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UNIVERSITY OF PORTLAND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11PROVIDENCE PORTLAND MEDICAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0342912
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/OtherSecuritiesGrp/BookValueAmt07761970
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11445592
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OPPENHEIMER DEVELOPING MKST A
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt09207562
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0171456
IRS990ScheduleI/RecipientTable/CashGrantAmt1171456
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FINANCIAL SUPPORT TO THE CANCER RESEARCH FUND.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF PORTLAND.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10PORTLAND PROVIDENCE MEDICAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF PORTLAND
IRS990ScheduleI/RecipientTable/RecipientEIN0931231494
IRS990ScheduleI/RecipientTable/RecipientEIN1930401259
IRS990ScheduleI/RecipientTable/USAddress/AddressLine104805 NE GLISAN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine115000 N WILLAMETTE BLVD
IRS990ScheduleI/RecipientTable/USAddress/City0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/City1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/State1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode0972132967
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode197203
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE IS NO PROCEDURE FOR MONITORING USE OF GRANT FUNDS AS THE FRANZ FOUNDATION IS ORGANIZED AND AT ALL TIMES OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF: UNIVERSITY OF PORTLAND PROVIDENCE PORTLAND MEDICAL FOUNDATION THE OREGON COMMUNITY FOUNDATION ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON, ALL NON-PROFIT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE IRC OF 1986 AS THE SAME MAY HEREAFTER BE AMENDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0STOCK EXCHANGE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt01603596
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RELATIONSHIP - THE FOLLOWING DIRECTORS ARE SIBLINGS: INDIVIDUAL'S NAME TITLE OR ROLE ROBERT W. FRANZ PRESIDENT/SECRETARY/TREASURER ELSIE FRANZ FINLEY VICE PRESIDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO THE OFFICERS BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAROLYN P. WINTER - 1235 NE 47TH AVENUE, SUITE 299, PORTLAND, OR 97213. JOHN P. LEE - 11850 SW BELMONT TERRACE, BEAVERTON, OR 97008. E. WILLIAM BEAUCHAMP, CSC - 15936 NW TULLAMORRIE WAY, PORTLAND, OR 97229.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017145634
IRS990/TotalAssetsEOYAmt023835351
IRS990/TotalAssetsGrp/BOYAmt017145634
IRS990/TotalAssetsGrp/EOYAmt023835351
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01603596
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0342912
IRS990/TotalFunctionalExpensesGrp/TotalAmt0441340
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01321
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01321
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017145634
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023834030
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0342912
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01168186
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02771782
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017145634
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023835351
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101211 SW FIFTH AVENUE SUITE 300
IRS990/USAddress/City0PORTLAND
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097204
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W FRANZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05037907502
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10FRANZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0931235821
ReturnHeader/Filer/PhoneNum05037907502
ReturnHeader/Filer/USAddress/AddressLine101211 SW FIFTH AVENUE SUITE 300
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY ABRAMOWITZ
ReturnHeader/ReturnTs02014-11-17T17:35:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,835,351
Liabilities
$1,321
Net assets
$23,834,030
Revenue
$2,771,782
Expenses
$441,340
Net income
$2,330,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$7.85$27.0$19.1
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$0.00$26.4$1.35$8.97$7.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.00$30.3$3.99$0.64$3.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.00$25.2$1.05$0.69$0.37
2014Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$5.51$0.60$4.91
2013Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$2.77$0.44$2.33
2012Summary only. Only limited summary data is available for this year.$17.1$0.00$17.1$1.09$0.37$0.72
2011Summary only. Only limited summary data is available for this year.$14.5$0.00$14.5$0.87$0.39$0.48