Civic Intelligence

Franz Foundation

990 • Fiscal year 2016 • EIN 93-1235821

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilen/a
1211 SW Fifth Avenue Suite 2185Portland, OR 97204

(503) 223-1720

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

98th percentile

84%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

279%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$30,320,476

Up $5,076,630 (+20%) from 2015

Net Assets

Up

$30,320,476

Up $5,080,470 (+20%) from 2015

Liabilities

Down

$0

Down $3,840 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Up

$3,992,272

Up $2,939,494 (+279%) from 2015

Expenses

Down

$644,773

Down $40,233 (-5.9%) from 2015

Net Income

Up

$3,347,499

Up $2,979,727 (+810%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2016

Assets$30,320,476
Liabilities$0
Net Assets$30,320,476
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$3,992,272
Expenses$644,773
Net Income$3,347,499
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$8,238,758
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$25,240,006$30,320,476▲ $5,080,470
Investments in Publicly Traded Securities$16,564,407$19,407,560▲ $2,843,153
Investments Other Securities$8,184,875$9,926,707▲ $1,741,832
Savings and Temporary Cash Investments$97,645$527,619▲ $429,974
Cash and Non-Interest-Bearing Accounts$88,648$93,797▲ $5,149
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,243,846$30,320,476▲ $5,076,630
Other Assets Total$308,271$364,793▲ $56,522
Liabilities
Accounts Payable and Accrued Expenses$3,840--
Total Liabilities$3,840$0▼ $3,840
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,240,006$30,320,476▲ $5,080,470
Total Liabilities and Net Assets / Fund Balance$25,243,846$30,320,476▲ $5,076,630

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,926,707--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Elsie Franz FinleyPresident/secretary/treasu
Carolyn P WinterDirector
E William Beauchamp CscDirector
John P LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$565,566
Program Service Revenue
$0
Investment Income
$3,426,706
Other Revenue
$0
All Other Contributions
$565,566
Change in Net Assets
$3,347,499

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$482,680Stock Exchange
Total Noncash Contributions2$482,680-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$504,978
Other Expenses$139,795
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$504,978--$504,978
Fees for Service Investment Mgmnt Fees-$122,098-$122,098
Fees for Services Accounting-$6,410-$6,410
Fees for Services Other-$4,584-$4,584
Fees for Services Legal-$1,689-$1,689
Other Expenses-$50-$50
Total Functional Expenses$504,978$139,795$0$644,773
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland Providence Medical FoundationPortland, OR501(c)(3)To Provide Financial Support to the Cancer Research Fund.$252,489
University of PortlandPortland, OR501(c)(3)To Provide Financial Support to the University of Portland.$252,489
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 11B

“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 Contact Addresses for Officers, Directors, Etc

“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
5032231720
Address
1211 SW Fifth Avenue Suite 2185, Portland, OR 97204

Signing Officer

Name
Elsie Franz Finley
Title
President
Phone
5032231720
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elsie Franz Finley
Formed
1999
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Brighton Jones LLC
Address
111 SW 5th Ave Ste 4100, Portland, OR 97204
Preparer
Daniel P Monaghan Jr CPA
Phone
5035947400
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.

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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/NoncashContributionsRptF990Amt0482680
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 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025243846
IRS990/TotalAssetsEOYAmt030320476
IRS990/TotalAssetsGrp/BOYAmt025243846
IRS990/TotalAssetsGrp/EOYAmt030320476
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0565566
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0139795
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0504978
IRS990/TotalFunctionalExpensesGrp/TotalAmt0644773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03840
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03840
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025240006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030320476
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0504978
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03426706
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03992272
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025243846
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030320476
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01211 SW Fifth Avenue Suite 2185
IRS990/USAddress/CityNm0Portland
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097204
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Elsie Franz Finley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032231720
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Franz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0931235821
ReturnHeader/Filer/PhoneNum05032231720
ReturnHeader/Filer/USAddress/AddressLine1Txt01211 SW Fifth Avenue Suite 2185
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D26D32FDBC91F97D3CBAD0678BA555A3140BD782
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.51.102.34
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:44:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912007475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brighton Jones LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 SW 5th Ave Ste 4100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05035947400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel P Monaghan Jr CPA
ReturnHeader/ReturnTs02017-11-15T08:23:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,320,476
Liabilities
$0
Net assets
$30,320,476
Revenue
$3,992,272
Expenses
$644,773
Net income
$3,347,499
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)3 • $25M-$50M nonprofits