Civic Intelligence

Franz Foundation

990 • Fiscal year 2017 • EIN 93-1235821

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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

3rd percentile

0.00x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

3rd percentile

0.00x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

1st percentile

-564%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

5th percentile

-13%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-66%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$26,407,553

Down $3,912,923 (-13%) from 2016

Net Assets

Down

$26,407,553

Down $3,912,923 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin1st percentile

Revenue

Down

$1,350,996

Down $2,641,276 (-66%) from 2016

Expenses

Up

$8,965,879

Up $8,321,106 (+1291%) from 2016

Net Income

Down

-$7,614,883

Down $10,962,382 (-327%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2017

Assets$26,407,553
Liabilities$0
Net Assets$26,407,553
Open 2017 Filing

Operations Trend

Revenue Growth2nd 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

2017

Revenue$1,350,996
Expenses$8,965,879
Net Income-$7,614,883
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$6,364,449
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$30,320,476$26,407,553▼ $3,912,923
Investments in Publicly Traded Securities$19,407,560$22,486,673▲ $3,079,113
Investments Other Securities$9,926,707$2,914,413▼ $7,012,294
Savings and Temporary Cash Investments$527,619$715,424▲ $187,805
Cash and Non-Interest-Bearing Accounts$93,797$80,541▼ $13,256
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$30,320,476$26,407,553▼ $3,912,923
Other Assets Total$364,793$210,502▼ $154,291
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,320,476$26,407,553▼ $3,912,923
Total Liabilities and Net Assets / Fund Balance$30,320,476$26,407,553▼ $3,912,923

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,914,413--
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
Janeen McaninchDirector
John P LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,350,996
Other Revenue
$0
Change in Net Assets
$-7,614,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,800,000
Other Expenses$165,879
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,800,000--$8,800,000
Fees for Service Investment Mgmnt Fees-$144,151-$144,151
Fees for Services Accounting-$5,890-$5,890
Fees for Services Legal-$4,966-$4,966
Other Expenses-$898-$898
Fees for Services Other-$511-$511
Total Functional Expenses$8,800,000$165,879$0$8,965,879
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PortlandPortland, OR501(c)(3)To Provide Financial Support to the University of Portland.-
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 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
Janine Mcaninch
Title
Director
Phone
5032231720
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janeen Mcaninch
Formed
1999
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
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 Appendix352 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/RecipientEIN0930401259
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05000 N WILLAMETTE BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
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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
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE OFFICERS BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAROLYN 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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P MONAGHAN JR CPA
ReturnHeader/ReturnTs02018-11-13T16:42:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,407,553
Liabilities
$0
Net assets
$26,407,553
Revenue
$1,350,996
Expenses
$8,965,879
Net income
-$7,614,883
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
2017Detailed filing. Detailed filing data is available for this year.$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