Civic Intelligence

Albertina Kerr Centers Foundation Inc.

990 • Fiscal year 2019 • EIN 93-1297104

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2020

Organization ProfileN/A
424 NE 22nd AvenuePortland, OR 97232

(503) 239-8101

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

59th percentile

5.8%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$293,341

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

47th percentile

2.4%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$9,796,678

Up $232,130 (+2.4%) from 2018

Net Assets

Up

$9,676,370

Up $260,352 (+2.8%) from 2018

Liabilities

Down

$120,308

Down $28,222 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin59th percentile

Revenue

Up

$3,428,414

Up $767,342 (+29%) from 2018

Expenses

Up

$3,230,822

Up $436,808 (+16%) from 2018

Net Income

Up

$197,592

Up $330,534 (+249%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $7,566,328Liabilities 2010: $373,651Net Assets 2010: $7,192,6772010Assets 2011: $9,288,082Liabilities 2011: $47,969Net Assets 2011: $9,240,1132011Assets 2012: $9,774,556Liabilities 2012: $305,042Net Assets 2012: $9,469,5142012Assets 2013: $10,775,055Liabilities 2013: $806,780Net Assets 2013: $9,968,2752013Assets 2014: $11,447,484Liabilities 2014: $274,155Net Assets 2014: $11,173,3292014Assets 2015: $10,181,225Liabilities 2015: $232,939Net Assets 2015: $9,948,2862015Assets 2016: $9,120,889Liabilities 2016: $412,958Net Assets 2016: $8,707,9312016Assets 2017: $9,527,863Liabilities 2017: $420,801Net Assets 2017: $9,107,0622017Assets 2018: $9,564,548Liabilities 2018: $148,530Net Assets 2018: $9,416,0182018Assets 2019: $9,796,678Liabilities 2019: $120,308Net Assets 2019: $9,676,3702019Assets 2020: $9,694,602Liabilities 2020: $164,610Net Assets 2020: $9,529,9922020Assets 2021: $11,572,232Liabilities 2021: $157,246Net Assets 2021: $11,414,9862021Assets 2022: $9,958,789Liabilities 2022: $303,146Net Assets 2022: $9,655,6432022Assets 2023: $10,534,819Liabilities 2023: $78,255Net Assets 2023: $10,456,5642023Assets 2024: $11,649,616Liabilities 2024: $0Net Assets 2024: $11,649,6162024

Highlighted filing

2019

Assets$9,796,678
Liabilities$120,308
Net Assets$9,676,370
Open 2019 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,971,4362010Expenses 2011: $1,720,4702011Expenses 2012: $2,120,4762012Expenses 2013: $2,558,6232013Revenue 2014: $4,659,422Expenses 2014: $4,807,685Net Income 2014: -$148,2632014Revenue 2015: $3,654,483Expenses 2015: $4,746,708Net Income 2015: -$1,092,2252015Revenue 2016: $2,784,722Expenses 2016: $3,721,859Net Income 2016: -$937,1372016Revenue 2017: $2,090,423Expenses 2017: $2,376,280Net Income 2017: -$285,8572017Revenue 2018: $2,661,072Expenses 2018: $2,794,014Net Income 2018: -$132,9422018Revenue 2019: $3,428,414Expenses 2019: $3,230,822Net Income 2019: $197,5922019Revenue 2020: $2,995,090Expenses 2020: $3,311,870Net Income 2020: -$316,7802020Revenue 2021: $136,758Expenses 2021: $345,246Net Income 2021: -$208,4882021Revenue 2022: $201,161Expenses 2022: $368,903Net Income 2022: -$167,7422022Revenue 2023: $224,363Expenses 2023: $389,313Net Income 2023: -$164,9502023Revenue 2024: $630,048Expenses 2024: $435,876Net Income 2024: $194,1722024

Highlighted filing

2019

Revenue$3,428,414
Expenses$3,230,822
Net Income$197,592
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2020
Return Version
2018v3.1
Gross Receipts
$3,821,749
Mission and Program Overview

Mission

The foundation raises contributions and grants and manages investments on behalf of albertina kerr centers, an independent, self-governing, tax-exempt organization.

To provide support for the programs and activities of albertina kerr centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,465,049$8,820,069▲ $355,020
Pledges and Grants Receivable$644,955$562,015▼ $82,940
Cash and Non-Interest-Bearing Accounts$84,999$69,218▼ $15,781
Land, Buildings, and Equipment, Net$73,605$60,890▼ $12,715
Prepaid Expenses and Deferred Charges$53,568$40,248▼ $13,320
Other Notes and Loans Receivable, Net$20,651$18,527▼ $2,124
Total Assets$9,564,548$9,796,678▲ $232,130
Other Assets Total$221,721$225,711▲ $3,990
Liabilities
Accounts Payable and Accrued Expenses$94,814$78,510▼ $16,304
Deferred Revenue$53,716$41,798▼ $11,918
Total Liabilities$148,530$120,308▼ $28,222
Net Assets / Fund Balance
Unrestricted Net Assets$6,083,072$6,487,449▲ $404,377
Permanently Rstr Net Assets$2,252,517$2,261,384▲ $8,867
Temporarily Rstr Net Assets$1,080,429$927,537▼ $152,892
Total Net Assets Fund Balance$9,416,018$9,676,370▲ $260,352
Total Liabilities and Net Assets / Fund Balance$9,564,548$9,796,678▲ $232,130

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,946$139,610$143,556
Equipment$13,784$81,795$95,579
Leasehold Improvements$43,160$41,296$84,456

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$8,898,707$264,351▲ $468,863-$9,300,983
2017$8,524,917$95,995▲ $618,524-$8,898,707
2016$8,142,490$202,601▲ $830,619-$8,524,917
2015$9,362,650$146,574▼ $3,306-$8,142,490
2014$10,571,160$262,245▲ $117,617-$9,362,650
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Mary Anne Miki HermanChair
Catherine BekooyTrustee
Heidi SteevesTrustee
Kim CurryTrustee
Kristina DavisTrustee
Larry DavisTrustee
Rod MaloneTrustee
Jeff CarrChief Executive Officer
Jerald a Hoffert MbaChief Financial Officer/co
Revenue and Support

Revenue Composition

Contributions and Grants
$2,589,161
Program Service Revenue
$0
Investment Income
$455,718
Other Revenue
$383,535
All Other Contributions
$2,120,275
Change in Net Assets
$197,592

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$49,131Market Value
Other Non Cash Contri Table77$44,608Market Value
Other Non Cash Contri Table12$12,243Market Value
Other Non Cash Contri Table2$1,748Market Value
Total Noncash Contributions93$107,730-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,819,751
Other Expenses$1,411,071
Total Fundraising Expense$1,148,498
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,819,751--$1,819,751
Fees for Services Management-$251,469$845,749$1,097,218
Occupancy--$140,830$140,830
Office Expenses--$32,596$32,596
Information Technology--$31,416$31,416
Depreciation Depletion--$27,289$27,289
Advertising--$19,477$19,477
Fees for Services Other--$13,943$13,943
Fees for Services Accounting-$11,104-$11,104
Insurance--$2,707$2,707
Travel--$1,421$1,421
Other Expenses--$181$181
Total Functional Expenses$1,819,751$262,573$1,148,498$3,230,822
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Albertina Kerr CentersPortland, OR501(c)(3)Operating Support$1,819,751
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$314,069
Fundraising Gross Income$145,396
Gaming Gross Income$13,700
Gaming Direct Expenses$2,848
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race for Roses$171,497$86,112$103,671$-17,559
24 Hours of Kerr$363,131$46,987$163,935$-116,948
Total Events$606,525$145,396$314,069$-168,673
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 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, Part VI, Section A, Line 2

“Jeff carr is the chief executive officer and jerald hoffert is the chief financial officer of albertina kerr centers.”

Form 990, Part VI, Section B, Line 11B

“Once our independent cpa firm prepares the draft 990 return, it is reviewed for completeness and accuracy by the organization's chief financial officer. It is then reviewed by the audit and compliance committee of the board for approval and distribution to board members before filing.”

Form 990, Part VI, Section B, Line 12C

“A related party questionnaire is sent to each board member on an annual basis, which requires them to disclose any direct or indirect interests in business transactions that they or any related party have with the organization. These identify potential conflicts of interest which are then monitored and enforced when necessary. When voting actions occur in board meetings, any persons known to have a conflict of interest is excused from the meeting until the vote is completed and such excusals are documented in the meeting minutes.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Albertina Kerr Centers Foundation
EIN
93-1297104
Phone
5032398101
Address
424 NE 22ND AVENUE, PORTLAND, OR 97232

Signing Officer

Name
Janice Jacobs
Title
Chief Financial Officer
Phone
5032398101
Signed
2020-05-05

Organization Details

Principal Officer
Jeff Carr
Formed
2000
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
559

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Gary Mcgee
Phone
5032222515
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase in the carrying value of receivable from charitable trusts 51,642. Increase in beneficial interest in assets held by the oregon community fdn. 11,118.”

Financial Statement Notes

PART V, LINE 4:

“The foundation holds three endowment funds. One is a general endowment, which is used along with the quasi-endowment to provide unrestricted funding to albertina kerr centers on an annual basis. The second is a restricted endowment that is used to fund children's programs at kerr. The third is a restricted endowment to fund ongoing maintenance needs of the old kerr nursery, a kerr-owned building on the national historic registry that is used for administration and for the operation of kerr's volunteer-run businesses.”

Raw XML AppendixShowing 400 of 597 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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IRS990/Desc0DURING THE FISCAL YEAR 2019, THE FOUNDATION MADE GRANTS OF $1,819,751 TO ALBERTINA KERR CENTERS.EVERY DAY ALBERTINA KERR HELPS CHILDREN, ADULTS AND FAMILIES IN OREGON WHO FACE MENTAL HEALTH CHALLENGES AND DEVELOPMENTAL DISABILITIES, EMPOWERING THEM TO LEAD FULLER, SELF-DETERMINED LIVES. PRIVATE DONATIONS AND COMMUNITY SUPPORT MAKE THIS VITAL WORK POSSIBLE.
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IRS990/MissionDesc0THE FOUNDATION RAISES CONTRIBUTIONS AND GRANTS AND MANAGES INVESTMENTS ON BEHALF OF ALBERTINA KERR CENTERS, AN INDEPENDENT, SELF-GOVERNING, TAX-EXEMPT ORGANIZATION.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-168673
IRS990/NetIncomeFromGamingGrp/ExclusionAmt010852
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt010852
IRS990/NetIncomeOrLossGrp/ExclusionAmt0532161
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0532161
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0107730
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0140830
IRS990/OccupancyGrp/TotalAmt0140830
IRS990/OfficeExpensesGrp/FundraisingAmt032596
IRS990/OfficeExpensesGrp/TotalAmt032596
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0221721
IRS990/OtherAssetsTotalGrp/EOYAmt0225711
IRS990/OtherChangesInNetAssetsAmt062760
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1EQUIPMENT COSTS
IRS990/OtherExpensesGrp/Desc2FOSTER AND RESPITE FEES
IRS990/OtherExpensesGrp/FundraisingAmt026051
IRS990/OtherExpensesGrp/FundraisingAmt16838
IRS990/OtherExpensesGrp/FundraisingAmt2181
IRS990/OtherExpensesGrp/TotalAmt026051
IRS990/OtherExpensesGrp/TotalAmt16838
IRS990/OtherExpensesGrp/TotalAmt2181
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt09195
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09195
IRS990/OtherRevenueTotalAmt09195
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020651
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt018527
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02252517
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02261384
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0644955
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0562015
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053568
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040248
IRS990/PrincipalOfficerNm0JEFF CARR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01966183
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01391961
IRS990/PYInvestmentIncomeAmt0151462
IRS990/PYOtherExpensesAmt01402053
IRS990/PYOtherRevenueAmt0543427
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-132942
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02794014
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02661072
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0197592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930386780
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01819751
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALBERTINA KERR CENTERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01819751
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/BoardDesignatedBalanceEOYPct00.67170
IRS990ScheduleD/BuildingsGrp/BookValueAmt03946
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0139610
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0143556
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08898707
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0264351
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09300983
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0330938
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0468863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08524917
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt095995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08898707
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0340729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0618524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08142490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0202601
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08524917
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0650793
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0830619
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09362650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0146574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08142490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01363428
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3306
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010571160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0262245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09362650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01588372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0117617
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt013784
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081795
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095579
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt043160
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt041296
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt084456
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.24310
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HOLDS THREE ENDOWMENT FUNDS. ONE IS A GENERAL ENDOWMENT, WHICH IS USED ALONG WITH THE QUASI-ENDOWMENT TO PROVIDE UNRESTRICTED FUNDING TO ALBERTINA KERR CENTERS ON AN ANNUAL BASIS. THE SECOND IS A RESTRICTED ENDOWMENT THAT IS USED TO FUND CHILDREN'S PROGRAMS AT KERR. THE THIRD IS A RESTRICTED ENDOWMENT TO FUND ONGOING MAINTENANCE NEEDS OF THE OLD KERR NURSERY, A KERR-OWNED BUILDING ON THE NATIONAL HISTORIC REGISTRY THAT IS USED FOR ADMINISTRATION AND FOR THE OPERATION OF KERR'S VOLUNTEER-RUN BUSINESSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08520
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060890
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0461129
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0316144
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt085385
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt059600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0314069
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm024 HOURS OF KERR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RACE FOR ROSES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017313
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0285
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt013660
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt031258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0363131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0171497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt071897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0606525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt086112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012297
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0145396
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-168673
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03526
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03526
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04371
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0271977
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0163935
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0103671
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03308
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07308
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01819751
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALBERTINA KERR CENTERS
IRS990ScheduleI/RecipientTable/RecipientEIN0930386780
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0424 SE 22ND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097232
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PROVIDES GRANTS TO ALBERTINA KERR CENTERS. ALBERTINA KERR CENTERS PROVIDES SERVICES TO CHILDREN WITH MENTAL HEALTH CHALLENGES AND PEOPLE WITH DEVELOPMENTAL DISABILITIES. ALL OF THE ORGANIZATION'S SERVICES ARE PROVIDED EXCLUSIVELY IN OREGON. JEFF CARR IS A MEMBER OF THE FOUNDATION'S BOARD OF TRUSTEES, AS WELL AS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ALBERTINA KERR CENTERS. JERALD HOFFERT SERVES AS CHIEF FINANCIAL OFFICER FOR BOTH ORGANIZATIONS. THEY ARE RESPONSIBLE FOR MONITORING ALBERTINA KERR CENTERS USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,796,678
Liabilities
$120,308
Net assets
$9,676,370
Revenue
$3,428,414
Expenses
$3,230,822
Net income
$197,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.63$0.44$0.19
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.08$10.5$0.22$0.39$0.16
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.30$9.66$0.20$0.37$0.17
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.16$11.4$0.14$0.35$0.21
2020Detailed filing. Detailed filing data is available for this year.$9.69$0.16$9.53$3.00$3.31$0.32
2019Detailed filing. Detailed filing data is available for this year.$9.80$0.12$9.68$3.43$3.23$0.20
2018Detailed filing. Detailed filing data is available for this year.$9.56$0.15$9.42$2.66$2.79$0.13
2017Detailed filing. Detailed filing data is available for this year.$9.53$0.42$9.11$2.09$2.38$0.29
2016Detailed filing. Detailed filing data is available for this year.$9.12$0.41$8.71$2.78$3.72$0.94
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.23$9.95$3.65$4.75$1.09
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.27$11.2$4.66$4.81$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.81$9.97$2.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.77$0.31$9.47$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$0.05$9.24$1.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.57$0.37$7.19$1.97