Civic Intelligence

Bosco-Milligan Foundation

990 • Fiscal year 2019 • EIN 94-3090169

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 14, 2020

701 SE Grand AvenuePortland, OR 97214

(503) 231-7264

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$82,831

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

48%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,698,344

Up $297,048 (+12%) from 2018

Net Assets

Up

$2,675,331

Up $307,846 (+13%) from 2018

Liabilities

Down

$23,013

Down $10,798 (-32%) from 2018

Revenue

Up

$660,355

Up $213,842 (+48%) from 2018

Expenses

Up

$498,716

Up $55,634 (+13%) from 2018

Net Income

Up

$161,639

Up $158,208 (+4611%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,123,003Liabilities 2010: $187,681Net Assets 2010: $1,935,3222010Assets 2011: $2,058,350Liabilities 2011: $172,917Net Assets 2011: $1,885,4332011Assets 2012: $2,025,159Liabilities 2012: $175,079Net Assets 2012: $1,850,0802012Assets 2013: $2,051,541Liabilities 2013: $28,432Net Assets 2013: $2,023,1092013Assets 2014: $2,142,288Liabilities 2014: $18,216Net Assets 2014: $2,124,0722014Assets 2015: $2,435,855Liabilities 2015: $17,563Net Assets 2015: $2,418,2922015Assets 2016: $2,432,928Liabilities 2016: $27,502Net Assets 2016: $2,405,4262016Assets 2017: $2,442,443Liabilities 2017: $35,419Net Assets 2017: $2,407,0242017Assets 2018: $2,401,296Liabilities 2018: $33,811Net Assets 2018: $2,367,4852018Assets 2019: $2,698,344Liabilities 2019: $23,013Net Assets 2019: $2,675,3312019Assets 2020: $2,781,920Liabilities 2020: $92,695Net Assets 2020: $2,689,2252020Assets 2021: $2,870,580Liabilities 2021: $69,693Net Assets 2021: $2,800,8872021Assets 2022: $2,638,160Liabilities 2022: $69,396Net Assets 2022: $2,568,7642022Assets 2023: $2,580,727Liabilities 2023: $31,324Net Assets 2023: $2,549,4032023Assets 2024: $2,650,908Liabilities 2024: $32,323Net Assets 2024: $2,618,5852024

Highlighted filing

2019

Assets$2,698,344
Liabilities$23,013
Net Assets$2,675,331

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $424,5352010Expenses 2011: $406,4232011Expenses 2012: $426,8082012Revenue 2013: $559,129Expenses 2013: $419,838Net Income 2013: $139,2912013Revenue 2014: $583,633Expenses 2014: $482,670Net Income 2014: $100,9632014Revenue 2015: $802,094Expenses 2015: $473,547Net Income 2015: $328,5472015Revenue 2016: $438,712Expenses 2016: $506,937Net Income 2016: -$68,2252016Revenue 2017: $391,881Expenses 2017: $512,062Net Income 2017: -$120,1812017Revenue 2018: $446,513Expenses 2018: $443,082Net Income 2018: $3,4312018Revenue 2019: $660,355Expenses 2019: $498,716Net Income 2019: $161,6392019Revenue 2020: $377,725Expenses 2020: $521,984Net Income 2020: -$144,2592020Revenue 2021: $834,708Expenses 2021: $505,634Net Income 2021: $329,0742021Revenue 2022: $576,193Expenses 2022: $583,956Net Income 2022: -$7,7632022Revenue 2023: $411,754Expenses 2023: $562,418Net Income 2023: -$150,6642023Revenue 2024: $443,466Expenses 2024: $720,796Net Income 2024: -$277,3302024

Highlighted filing

2019

Revenue$660,355
Expenses$498,716
Net Income$161,639
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 14, 2020
Return Version
2019v5.0
Gross Receipts
$714,460
Mission and Program Overview

Mission

To inspire people to preserve the art, craft, and context of historic buildings and places to promote our cultural heritage as a vital element of livable, sustainable communities.

The architectural heritage center inspires people to conserve the art, craft, and context of historic buildings and places to promote our cultural heritage as a vital element of livable, sustainable communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,275,505$1,221,528▼ $53,977
Cash and Non-Interest-Bearing Accounts$104,782$350,078▲ $245,296
Pledges and Grants Receivable$2,500$0▼ $2,500
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,401,296$2,698,344▲ $297,048
Other Assets Total$1,018,509$1,126,738▲ $108,229
Liabilities
Accounts Payable and Accrued Expenses$33,811$23,013▼ $10,798
Total Liabilities$33,811$23,013▼ $10,798
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,193,742$2,259,716▲ $65,974
Net Assets With Donor Restrictions$173,743$415,615▲ $241,872
Total Net Assets Fund Balance$2,367,485$2,675,331▲ $307,846
Total Liabilities and Net Assets / Fund Balance$2,401,296$2,698,344▲ $297,048

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,179,728$886,231$2,065,959
Land$41,800-$41,800
Equipment-$17,583$17,583
Other Assets Org$22--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019-$241,872--$241,872
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie WhitlockExecutive DirectorFT$75,832$6,999$82,831

Board Members and Trustees

NameTitle
Fred LeesonPast President
Steve DotterrerPresident
Steve FranksVice President
Danielle Hickey-duhonDirector
Denyse McgriffDirector
Harris MatarazzoDirector
Jackie Peterson-loomisDirector
Joan PlankDirector
Kimberly MorelandDirector
Lincoln TuchowDirector
Morgen YoungDirector
Tracy PrinceDirector
Wendy RahmDirector
Robert KraftSecretary
Pam HaydenTreasurer
Rick MichaelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$573,628
Program Service Revenue
$39,944
Investment Income
$14,882
Other Revenue
$31,901
All Other Contributions
$375,077
Change in Net Assets
$161,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$270,056
Other Expenses$228,660
Total Fundraising Expense$80,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,659$35,521$54,242$154,422
Current Officers, Directors, Trustees, and Key Employees$45,067$27,544$9,765$82,376
Occupancy$74,910$1,902$868$77,680
Depreciation Depletion$53,977--$53,977
Fees for Services Other$9,580$32,671$1,618$43,869
Payroll Taxes$10,622$4,952$6,242$21,816
Office Expenses$3,670$8,292$3,910$15,872
Other Employee Benefits-$11,442-$11,442
Insurance-$8,829-$8,829
Information Technology$2,006$1,892$704$4,602
Advertising$4,168-$75$4,243
Other Expenses$383$556$352$1,291
Total Functional Expenses$282,386$135,533$80,797$498,716
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,005
Fundraising Direct Expenses$54,105
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$158,586$59,005$37,845$21,160
Total Events$158,586$59,005$54,105$4,900
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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, Line 11B: Form 990 Review Process

A draft of the form 990 was provided to officers prior to submission.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The bmf board of directors reviews any potential conflict of issues on an ongoing basis.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Salary reviews for the executive director are conducted by the board of directors; the affected individual recuses herself from discussion.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Reasonable requests for financial statements and governing documents are provided upon request at the offices of bosco-milligan foundation.

Filing and Contact Details

Filer

Filer Name
Bosco-Milligan Foundation
EIN
94-3090169
Phone
5032317264
Address
701 SE Grand Avenue, Portland, OR 97214

Signing Officer

Name
Stephanie Whitlock
Title
Executive Director
Signed
2020-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Whitlock
Formed
1987
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
10
Volunteers
150

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
James J Huynh CPA
Phone
5032223338
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

To support community-based historic preservation in perpetuity.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/FormationYr01987
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IRS990/FundraisingGrossIncomeAmt059005
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0704
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01892
IRS990/InformationTechnologyGrp/ProgramServicesAmt02006
IRS990/InformationTechnologyGrp/TotalAmt04602
IRS990/InsuranceGrp/ManagementAndGeneralAmt08829
IRS990/InsuranceGrp/TotalAmt08829
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IRS990/LegalDomicileStateCd0OR
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0THE ARCHITECTURAL HERITAGE CENTER INSPIRES PEOPLE TO CONSERVE THE ART, CRAFT, AND CONTEXT OF HISTORIC BUILDINGS AND PLACES TO PROMOTE OUR CULTURAL HERITAGE AS A VITAL ELEMENT OF LIVABLE, SUSTAINABLE COMMUNITIES.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt02675331
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04900
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt014803
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt014803
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt012198
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012198
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02193742
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IRS990/OccupancyGrp/ManagementAndGeneralAmt01902
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IRS990/OfficeExpensesGrp/ProgramServicesAmt03670
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt01126738
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011442
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IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1EDUCATION MATERIALS
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3CATERING
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IRS990/OtherExpensesGrp/FundraisingAmt1493
IRS990/OtherExpensesGrp/FundraisingAmt21705
IRS990/OtherExpensesGrp/FundraisingAmt3352
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2556
IRS990/OtherExpensesGrp/ProgramServicesAmt07309
IRS990/OtherExpensesGrp/ProgramServicesAmt15002
IRS990/OtherExpensesGrp/ProgramServicesAmt21033
IRS990/OtherExpensesGrp/ProgramServicesAmt3383
IRS990/OtherExpensesGrp/TotalAmt09092
IRS990/OtherExpensesGrp/TotalAmt15495
IRS990/OtherExpensesGrp/TotalAmt23710
IRS990/OtherExpensesGrp/TotalAmt31291
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt054242
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035521
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt064659
IRS990/OtherSalariesAndWagesGrp/TotalAmt0154422
IRS990/OtherWebsiteInd0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04952
IRS990/PayrollTaxesGrp/ProgramServicesAmt010622
IRS990/PayrollTaxesGrp/TotalAmt021816
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0STEPHANIE WHITLOCK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0712110
IRS990/ProgramServiceRevenueGrp/BusinessCd1712110
IRS990/ProgramServiceRevenueGrp/Desc0ENTRY FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM TICKET SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02142
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137802
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0352403
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014947
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0200157
IRS990/PYOtherRevenueAmt035926
IRS990/PYProgramServiceRevenueAmt043237
IRS990/PYRevenuesLessExpensesAmt03431
IRS990/PYSalariesCompEmpBnftPaidAmt0242925
IRS990/PYTotalExpensesAmt0443082
IRS990/PYTotalRevenueAmt0446513
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0161639
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt012198
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.03$2.62$0.44$0.72$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.03$2.55$0.41$0.56$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.07$2.57$0.58$0.58$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.07$2.80$0.83$0.51$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.09$2.69$0.38$0.52$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.02$2.68$0.66$0.50$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.03$2.37$0.45$0.44$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.04$2.41$0.39$0.51$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.03$2.41$0.44$0.51$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.02$2.42$0.80$0.47$0.33
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.02$2.12$0.58$0.48$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.03$2.02$0.56$0.42$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.18$1.85$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.17$1.89$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.19$1.94$0.42