Civic Intelligence

Franz Foundation

990 • Fiscal year 2015 • EIN 93-1235821

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 28, 2016

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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

10th percentile

-7.9%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-81%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$25,243,846

Down $2,171,763 (-7.9%) from 2014

Net Assets

Down

$25,240,006

Down $2,171,760 (-7.9%) from 2014

Liabilities

Down

$3,840

Down $3 (-0.1%) from 2014

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin86th percentile

Revenue

Down

$1,052,778

Down $4,459,802 (-81%) from 2014

Expenses

Up

$685,006

Up $80,925 (+13%) from 2014

Net Income

Down

$367,772

Down $4,540,727 (-93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2015

Assets$25,243,846
Liabilities$3,840
Net Assets$25,240,006
Open 2015 Filing

Operations Trend

Revenue Growth1st 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

2015

Revenue$1,052,778
Expenses$685,006
Net Income$367,772
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 28, 2016
Return Version
2015v2.1
Gross Receipts
$4,631,664
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$27,411,766$25,240,006▼ $2,171,760
Investments in Publicly Traded Securities$17,700,193$16,564,407▼ $1,135,786
Investments Other Securities$8,569,372$8,184,875▼ $384,497
Savings and Temporary Cash Investments$771,731$97,645▼ $674,086
Cash and Non-Interest-Bearing Accounts$97,890$88,648▼ $9,242
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,415,609$25,243,846▼ $2,171,763
Other Assets Total$276,423$308,271▲ $31,848
Liabilities
Accounts Payable and Accrued Expenses$3,843$3,840▼ $3
Total Liabilities$3,843$3,840▼ $3
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,411,766$25,240,006▼ $2,171,760
Total Liabilities and Net Assets / Fund Balance$27,415,609$25,243,846▼ $2,171,763

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,184,875--
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
$614,608
Program Service Revenue
$0
Investment Income
$438,170
Other Revenue
$0
All Other Contributions
$614,608
Change in Net Assets
$367,772

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$614,608Stock Exchange
Total Noncash Contributions2$614,608-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$548,312
Other Expenses$136,694
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$548,312--$548,312
Fees for Service Investment Mgmnt Fees-$124,721-$124,721
Fees for Services Accounting-$5,095-$5,095
Fees for Services Legal-$2,894-$2,894
Other Expenses-$50-$50
Total Functional Expenses$548,312$136,694$0$685,006
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland Providence Medical FoundationPortland, OR501(c)(3)To Provide Financial Support to the Cancer Research Fund.$274,156
University of PortlandPortland, OR501(c)(3)To Provide Financial Support to the University of Portland.$274,156
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
2016-06-28
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

Firm
Brighton Jones LLC
Address
2030 1st Ave 3rd Floor, Seattle, WA 98121
Preparer
Daniel P Monaghan Jr CPA
Phone
2062585000
Raw XML Appendix385 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/BOYAmt03843
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03840
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CORPORATION'S OBJECTIVE IS TO PROMOTE CHARITABLE ACTIVITIES, EDUCATION, SOCIAL BETTERMENT AND MEDICAL CARE BY OR THROUGH SUPPORTED CHARITIES.
IRS990/AllOtherContributionsAmt0614608
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Foundation
IRS990/BooksInCareOfDetail/PhoneNum05037907502
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01211 SW Fifth Avenue Suite 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097204
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt097890
IRS990/CashNonInterestBearingGrp/EOYAmt088648
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0614608
IRS990/CYGrantsAndSimilarPaidAmt0548312
IRS990/CYInvestmentIncomeAmt0438170
IRS990/CYOtherExpensesAmt0136694
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0367772
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0685006
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01052778
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/ExpenseAmt0274156
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05095
IRS990/FeesForServicesAccountingGrp/TotalAmt05095
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02894
IRS990/FeesForServicesLegalGrp/TotalAmt02894
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0124721
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0124721
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/SecuritiesAmt0-5244
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0274156
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0548312
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0548312
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03573642
IRS990/GrossReceiptsAmt04631664
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0443414
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0443414
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08569372
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08184875
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017700193
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016564407
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03578886
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/NetAssetsOrFundBalancesBOYAmt027411766
IRS990/NetAssetsOrFundBalancesEOYAmt025240006
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5244
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5244
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2539532
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0276423
IRS990/OtherAssetsTotalGrp/EOYAmt0308271
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Foreign Taxes
IRS990/OtherExpensesGrp/Desc1OREGON DEPARTMENT OF JU
IRS990/OtherExpensesGrp/Desc2miscellaneous
IRS990/OtherExpensesGrp/Desc3State of Oregon Annual
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02499
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt350
IRS990/OtherExpensesGrp/TotalAmt02499
IRS990/OtherExpensesGrp/TotalAmt11200
IRS990/OtherExpensesGrp/TotalAmt2235
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/ExpenseAmt0274156
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0274156
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01089425
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0476706
IRS990/PYInvestmentIncomeAmt04423155
IRS990/PYOtherExpensesAmt0127375
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04908499
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0604081
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05512580
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0367772
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027411766
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025240006
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0771731
IRS990/SavingsAndTempCashInvstGrp/EOYAmt097645
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Supported Organization #1 - Portland Providence Medical Foundation, EIN 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, EIN 93-0401259, 5000 N Willamette Blvd, Portland, OR 97203, 501(c)(3), to provide financial support to the University of Portland.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section E, Line 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930401259
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1931231494
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0274156
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1274156
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF PORTLAND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PROVIDENCE PORTLAND MEDICAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0548312
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/BookValueAmt08184875
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt08184875
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0274156
IRS990ScheduleI/RecipientTable/CashGrantAmt1274156
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
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
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/NoncashContributionsRptF990Amt0614608
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/TotalAssetsBOYAmt027415609
IRS990/TotalAssetsEOYAmt025243846
IRS990/TotalAssetsGrp/BOYAmt027415609
IRS990/TotalAssetsGrp/EOYAmt025243846
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0614608
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0136694
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0548312
IRS990/TotalFunctionalExpensesGrp/TotalAmt0685006
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03843
IRS990/TotalLiabilitiesEOYAmt03840
IRS990/TotalLiabilitiesGrp/BOYAmt03843
IRS990/TotalLiabilitiesGrp/EOYAmt03840
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027411766
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025240006
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0548312
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0438170
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01052778
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027415609
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025243846
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert W Franz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05037907502
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-28
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/PreparerFirmEIN0912007475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brighton Jones LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02030 1st Ave 3rd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098121
ReturnHeader/PreparerPersonGrp/PhoneNum02062585000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel P Monaghan Jr CPA
ReturnHeader/ReturnTs02016-06-30T14:55:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,243,846
Liabilities
$3,840
Net assets
$25,240,006
Revenue
$1,052,778
Expenses
$685,006
Net income
$367,772
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
2015Detailed filing. Detailed filing data is available for this year.$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