Civic Intelligence

Trillium Family Services Foundation Inc.

EIN 93-1254344 • 501(c)3 • Portland, OR

Pub. 78 Eligible

Profile

To provide support to trillium family services mental health care programs.

3415 SE Powell BlvdPortland, OR 97202

www.trilliumfamily.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.06x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$409,066

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

14th percentile

-7.3%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

223%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$16,208,257

Down $1,279,505 (-7.3%) from 2023

Liabilities

Down

$131,590

Down $2,871,438 (-96%) from 2023

Net Assets

Up

$16,076,667

Up $1,591,933 (+11%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin88th percentile

Revenue

Up

$2,228,807

Up $1,539,536 (+223%) from 2023

Expenses

Up

$1,168,016

Up $486,792 (+71%) from 2023

Net Income

Up

$1,060,791

Up $1,052,744 (+13082%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $12,207,385Liabilities 2011: $0Net Assets 2011: $12,207,3852011Assets 2012: $10,411,241Liabilities 2012: $0Net Assets 2012: $10,411,2412012Assets 2013: $10,294,577Liabilities 2013: $0Net Assets 2013: $10,294,5772013Assets 2014: $10,803,439Liabilities 2014: $41,048Net Assets 2014: $10,762,3912014Assets 2015: $11,447,303Liabilities 2015: $2,000,000Net Assets 2015: $9,447,3032015Assets 2016: $11,238,644Liabilities 2016: $0Net Assets 2016: $11,238,6442016Assets 2017: $11,785,536Liabilities 2017: $16,953Net Assets 2017: $11,768,5832017Assets 2018: $12,294,339Liabilities 2018: $147,895Net Assets 2018: $12,146,4442018Assets 2019: $12,667,076Liabilities 2019: $0Net Assets 2019: $12,667,0762019Assets 2020: $14,152,498Liabilities 2020: $600,000Net Assets 2020: $13,552,4982020Assets 2021: $19,129,453Liabilities 2021: $3,003,029Net Assets 2021: $16,126,4242021Assets 2022: $17,435,611Liabilities 2022: $3,003,030Net Assets 2022: $14,432,5812022Assets 2023: $17,487,762Liabilities 2023: $3,003,028Net Assets 2023: $14,484,7342023Assets 2024: $16,208,257Liabilities 2024: $131,590Net Assets 2024: $16,076,6672024

Highlighted filing

2024

Assets$16,208,257
Liabilities$131,590
Net Assets$16,076,667
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,863,971Expenses 2011: $66,722Net Income 2011: $1,797,2492011Revenue 2012: $1,871,452Expenses 2012: $3,425,682Net Income 2012: -$1,554,2302012Revenue 2013: $961,346Expenses 2013: $1,468,373Net Income 2013: -$507,0272013Revenue 2014: $549,618Expenses 2014: $889,843Net Income 2014: -$340,2252014Revenue 2015: $2,235,590Expenses 2015: $3,482,365Net Income 2015: -$1,246,7752015Revenue 2016: $2,753,999Expenses 2016: $926,774Net Income 2016: $1,827,2252016Revenue 2017: $364,866Expenses 2017: $387,908Net Income 2017: -$23,0422017Revenue 2018: $308,481Expenses 2018: $178,750Net Income 2018: $129,7312018Revenue 2019: $757,420Expenses 2019: $1,023,670Net Income 2019: -$266,2502019Revenue 2020: $3,355,157Expenses 2020: $3,458,903Net Income 2020: -$103,7462020Revenue 2021: $1,346,282Expenses 2021: $1,303,263Net Income 2021: $43,0192021Revenue 2022: $712,262Expenses 2022: $598,266Net Income 2022: $113,9962022Revenue 2023: $689,271Expenses 2023: $681,224Net Income 2023: $8,0472023Revenue 2024: $2,228,807Expenses 2024: $1,168,016Net Income 2024: $1,060,7912024

Highlighted filing

2024

Revenue$2,228,807
Expenses$1,168,016
Net Income$1,060,791
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,208,257
Liabilities
$131,590
Net assets
$16,076,667
Revenue
$2,228,807
Expenses
$1,168,016
Net income
$1,060,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.13$16.1$2.23$1.17$1.06
2023Detailed filing. Detailed filing data is available for this year.$17.5$3.00$14.5$0.69$0.68$0.01
2022Detailed filing. Detailed filing data is available for this year.$17.4$3.00$14.4$0.71$0.60$0.11
2021Detailed filing. Detailed filing data is available for this year.$19.1$3.00$16.1$1.35$1.30$0.04
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.60$13.6$3.36$3.46$0.10
2019Summary only. Only limited summary data is available for this year.$12.7$0.00$12.7$0.76$1.02$0.27
2018Summary only. Only limited summary data is available for this year.$12.3$0.15$12.1$0.31$0.18$0.13
2017Summary only. Only limited summary data is available for this year.$11.8$0.02$11.8$0.36$0.39$0.02
2016Summary only. Only limited summary data is available for this year.$11.2$0.00$11.2$2.75$0.93$1.83
2015Summary only. Only limited summary data is available for this year.$11.4$2.00$9.45$2.24$3.48$1.25
2014Summary only. Only limited summary data is available for this year.$10.8$0.04$10.8$0.55$0.89$0.34
2013Summary only. Only limited summary data is available for this year.$10.3$0.00$10.3$0.96$1.47$0.51
2012Summary only. Only limited summary data is available for this year.$10.4$0.00$10.4$1.87$3.43$1.55
2011Summary only. Only limited summary data is available for this year.$12.2$0.00$12.2$1.86$0.07$1.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2024
Return Version
2023v6.0
Gross Receipts
$2,232,244
Mission and Program Overview

Mission

To provide support to trillium family services mental health care programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,770,609$9,336,790▲ $2,566,181
Accounts Receivable$2,434,138--
Land, Buildings, and Equipment, Net$630,100$648,870▲ $18,770
Savings and Temporary Cash Investments$2,138,021$210,911▼ $1,927,110
Pledges and Grants Receivable-$125,000-
Total Assets$17,487,762$16,208,257▼ $1,279,505
Other Assets Total$5,514,894$5,886,686▲ $371,792
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,000,000--
Accounts Payable and Accrued Expenses$3,028$131,590▲ $128,562
Total Liabilities$3,003,028$131,590▼ $2,871,438
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,214,877$8,292,179▲ $1,077,302
Net Assets With Donor Restrictions$7,269,857$7,784,488▲ $514,631
Total Net Assets Fund Balance$14,484,734$16,076,667▲ $1,591,933
Total Liabilities and Net Assets / Fund Balance$17,487,762$16,208,257▼ $1,279,505

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,889$4,889
Buildings$316,370--
Land$332,500--
Other Assets Org$123,222--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,634,339-▲ $12,007$4,848$3,641,498
2022$3,538,287-▲ $100,603$4,551$3,634,339
2021$3,813,541-▼ $270,947$4,307$3,538,287
2020$3,450,902-▲ $366,893$4,254$3,813,541
2019$3,456,825-▼ $1,925$3,998$3,450,902
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kim ScottExec Director ThrFT$409,066$409,066

Board Members and Trustees

NameTitle
Scott BerryChair
Matt HarrisVice Chair
Kim ScottExec Director Thru 09/24
Brad BickleyTrustee
Cami Benson-noeckerTrustee
Cathy Jo LindquistTrustee
Dawn StoneTrustee
Debbie BensonTrustee
Frances VirdenTrustee
Gretchen HolceTrustee
Katrina BickleyTrustee
Kimberly Ainge PayneTrustee
Mike CowgillTrustee
Rebecca TimmsTrustee
Shawn DuffyTrustee
Lisa KaneCAO
Jamie VandergonCEO
Wade LandSecretary
Barbara TrachtenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$715,000
Program Service Revenue
$0
Investment Income
$1,494,704
Other Revenue
$19,103
All Other Contributions
$715,000
Change in Net Assets
$1,060,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,108,273
Other Expenses$59,743
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,108,273--$1,108,273
Other Expenses$17,015$42,728-$59,743
Total Functional Expenses$1,125,288$42,728$0$1,168,016
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trillium Family ServicesPortland, OR501c3Financial Support$1,108,273
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Brad bickley katrina bickley board chair board chair husband and wife cami benson-noecker debbie benson board member board sec mother and daughter scott berry lisa kane board treas cao financial advisor”

Form 990, Page 6, Part VI, Line 11B

“The irs form 990 is prepared by an outside accountant. After the supporting data has been provided to the outside accountant, and the 990 (and oregon form ct-12) is completed, it is returned to the organization for review. As part of the review process, the vp of finance traces and agrees all supporting documents, including the trial balances to the 990 and ct-12 to ensure completeness and accuracy. The vp of finance also reviews the 990 and ct-12 in its entirety ensuring the filing is complete and accurate. After the vp of finance has tied out and reviewed the filing, and any necessary edits have been made, it is reviewed by the cao and the finance committee chair. After all members of the board have reviewed the filing, and any questions and/or edits have been addressed/made, the documents are timely filed with the requisite authority.”

Form 990, Page 6, Part VI, Line 12C

“On an annual basis, officers, directors, and trustees are required to positively confirm whether they are or are not aware of any conflicts of interest. If any are identified, they are documented, reviewed, and corrective action is taken if necessary. There were no conflicts of interest identified during fiscal year 2024.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trillium Family Services Foundation
EIN
93-1254344
Phone
5032349591
Address
3415 SE POWELL BLVD, PORTLAND, OR 97202

Signing Officer

Name
Lisa Kane
Title
CAO
Phone
5032349591
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Kane
Formed
1998
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Fritz S Duncan
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The responsibilities of the board include engaging in fundraising on behalf of trillium family services and the foundation, providing oversight of the foundation's financial management and investments, establishing investment guidelines intended to protect and increase funds of the foundation, serving as advocates and ambassadors of trillium family services and the foundation.”

Form 990, Part XI, Line 9

“Increase in assets held by ocf 12,007 increase in carrying value of the charitable trust 364,633 total 376,640”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds are to be used for children's special needs and other operating purposes.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE TO BE USED FOR CHILDREN'S SPECIAL NEEDS AND OTHER OPERATING PURPOSES.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRILLIUM FAMILY SERVICE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH ITS REVIEW OF TRILLIUM FAMILY SERVICE'S MONTHLY FINANCIAL STATEMENTS AND PROGRAM ACCOMPLISHMENTS.
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