Civic Intelligence

Franz Foundation

990 • Fiscal year 2014 • EIN 93-1235821

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 07, 2015

Organization ProfileN/A
1211 SW Fifth Avenue Suite 300Portland, OR 97204

(503) 790-7502

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

99%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$27,415,609

Up $3,580,258 (+15%) from 2013

Net Assets

Up

$27,411,766

Up $3,577,736 (+15%) from 2013

Liabilities

Up

$3,843

Up $2,522 (+191%) from 2013

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Up

$5,512,580

Up $2,740,798 (+99%) from 2013

Expenses

Up

$604,081

Up $162,741 (+37%) from 2013

Net Income

Up

$4,908,499

Up $2,578,057 (+111%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2014

Assets$27,415,609
Liabilities$3,843
Net Assets$27,411,766
Open 2014 Filing

Operations Trend

Revenue Growth95th 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

2014

Revenue$5,512,580
Expenses$604,081
Net Income$4,908,499
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 7, 2015
Return Version
2014v5.0
Gross Receipts
$14,008,430
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$23,834,030$27,411,766▲ $3,577,736
Investments in Publicly Traded Securities$14,245,713$17,700,193▲ $3,454,480
Investments Other Securities$9,207,562$8,569,372▼ $638,190
Savings and Temporary Cash Investments$225,097$771,731▲ $546,634
Cash and Non-Interest-Bearing Accounts$83,934$97,890▲ $13,956
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$23,835,351$27,415,609▲ $3,580,258
Other Assets Total$73,045$276,423▲ $203,378
Liabilities
Accounts Payable and Accrued Expenses$1,321$3,843▲ $2,522
Total Liabilities$1,321$3,843▲ $2,522
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,834,030$27,411,766▲ $3,577,736
Total Liabilities and Net Assets / Fund Balance$23,835,351$27,415,609▲ $3,580,258

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,569,372--
Compensation and Service Providers
Top Officer Pay6th 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
$1,089,425
Program Service Revenue
$0
Investment Income
$4,423,155
Other Revenue
$0
All Other Contributions
$1,089,425
Change in Net Assets
$4,908,499

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$1,089,425Stock Exchange
Total Noncash Contributions2$1,089,425-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$476,706
Other Expenses$127,375
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$476,706--$476,706
Fees for Service Investment Mgmnt Fees-$113,985-$113,985
Fees for Services Accounting-$6,433-$6,433
Fees for Services Legal-$4,179-$4,179
Other Expenses-$50-$50
Total Functional Expenses$476,706$127,375$0$604,081
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland Providence Medical FoundationPortland, OR501(c)(3)To Provide Financial Support to the Cancer Research Fund.$238,353
University of PortlandPortland, OR501(c)(3)To Provide Financial Support to the University of Portland.$238,353
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

Filer Name
Franz Foundation
EIN
93-1235821
Phone
5037907502
Address
1211 SW FIFTH AVENUE SUITE 300, PORTLAND, OR 97204

Signing Officer

Name
Robert W Franz
Title
President
Phone
5037907502
Signed
2015-08-07
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

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Daniel P Monaghan Jr
Phone
5032210336
Raw XML Appendix387 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTED ORGANIZATION #1 - PORTLAND PROVIDENCE MEDICAL FOUNDATION, 93-1231494, 4805 NE GLISAN STREET, PORTLAND, OR 97213, 501(C)(3), TO PROVIDE FINANCIAL SUPPORT TO THE CANCER RESEARCH FUND. SUPPORTED ORGANIZATION #2 - UNIVERSITY OF PORTLAND, 93-0401259, 5000 N WILLAMETTE BLVD, PORTLAND, OR 97203, 501(C)(3), TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF PORTLAND.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF PORTLAND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PROVIDENCE PORTLAND MEDICAL FOUNDATION
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08569372
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt08569372
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0238353
IRS990ScheduleI/RecipientTable/CashGrantAmt1238353
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/BusinessNameLine1Txt0PORTLAND PROVIDENCE MEDICAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF PORTLAND
IRS990ScheduleI/RecipientTable/RecipientEIN0931231494
IRS990ScheduleI/RecipientTable/RecipientEIN1930401259
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04805 NE GLISAN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15000 N WILLAMETTE BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0972132967
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197203
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/NoncashContributionsRptF990Amt01089425
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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt027415609
IRS990/TotalAssetsGrp/BOYAmt023835351
IRS990/TotalAssetsGrp/EOYAmt027415609
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01089425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127375
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0476706
IRS990/TotalFunctionalExpensesGrp/TotalAmt0604081
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt03843
IRS990/TotalLiabilitiesGrp/BOYAmt01321
IRS990/TotalLiabilitiesGrp/EOYAmt03843
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023834030
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027411766
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0476706
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04423155
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05512580
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023835351
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027415609
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01211 SW FIFTH AVENUE SUITE 300
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097204
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W FRANZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05037907502
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0931235821
ReturnHeader/Filer/PhoneNum05037907502
ReturnHeader/Filer/USAddress/AddressLine1Txt01211 SW FIFTH AVENUE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P MONAGHAN JR
ReturnHeader/ReturnTs02015-08-14T16:24:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,415,609
Liabilities
$3,843
Net assets
$27,411,766
Revenue
$5,512,580
Expenses
$604,081
Net income
$4,908,499
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $25M-$50M nonprofits