NATIONAL FLORENCE CRITTENTON MISSION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FLORENCE CRITTENTON MISSION (EIN 54-0505932)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201432049349300038
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T16:09:27-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL SUITE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FLORENCE CRITTENTON MISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5032972217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 SW HARBOR WAY NO 450 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNETTE PAI-ESPINOSA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032972217 | PhoneNum |
| Signature | 2014-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAT'L CRITTENTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANNETTE PAI-ESPINOSA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 SW HARBOR WAY NO 450 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,528,184 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALCRITTENTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT TO ORGANIZATIONS WHICH EMPOWER GIRLS AND YOUNG WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $81,647 | PYContributionsGrantsAmt |
| CY Contributions Grants | $503,691 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,242 | CYProgramServiceRevenueAmt |
| PY Investment Income | $217,776 | PYInvestmentIncomeAmt |
| CY Investment Income | $352,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $531 | PYOtherRevenueAmt |
| CY Other Revenue | $339 | CYOtherRevenueAmt |
| PY Total Revenue | $299,954 | PYTotalRevenueAmt |
| CY Total Revenue | $861,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $386,193 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $375,587 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $215,828 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $663,018 | PYOtherExpensesAmt |
| CY Other Expenses | $362,124 | CYOtherExpensesAmt |
| PY Total Expenses | $1,053,211 | PYTotalExpensesAmt |
| CY Total Expenses | $750,711 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$753,257 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $110,793 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,353,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,454,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $99,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,428 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,254,385 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,411,946 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL CRITTENTON FOUNDATION ADVANCES THE SELF-EMPOWERMENT, HEALTH, ECONOMIC SECURITY AND CIVIC ENGAGEMENT OF GIRLS AND YOUNG WOMEN IMPACTED BY TRAUMA AND VIOLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,214 | ExpenseAmt |
| Desc | BUILDING EVIDENCECONTINUED THE EVIDENCE BUILDING WORK FROM 2012 AND PRESENTED RESULTS AT SIX EVENTS/CONFERENCES. CONTINUED TO REFINE NEXT STEPS OF PROCESS WORKING WITH AGENCIES AND RESEARCHERS. DEVELOPED SUMMARY REPORTS ON ACE RESULTS FOR GIRLS AND YOUNG WOMEN IN RESIDENTIAL CARE AND INVOLVED WITH THE JUVENILE JUSTICE SYSTEM. HOSTED A FLY-IN MEETING WITH CRITTENTON AGENCIES TO DEVELOP A PLAN AND APPROACH FOR NEXT STEPS. ATTENDED THE INVITATION ONLY NATIONAL ACE SUMMIT IN PHILADELPHIA TO SHARE CRITTENTON ACE INFORMATION AND TO LEARN WHAT IS HAPPENING AROUND THE COUNTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $106,087 | ExpenseAmt |
| Revenue | $5,242 | RevenueAmt |
| Desc | EDUCATIONTNCF WORKED WITH CRITTENTON AGENCIES AND FORMER CONSUMERS TO PROVIDE EDUCATION, RESOURCES, AND INFORMATION TO DECISION MAKERS AND PARTNERS TO INCREASE THEIR UNDERSTANDING OF THE NEEDS AND POTENTIAL OF GIRLS AND YOUNG WOMEN WHO ARE SURVIVORS OF ABUSE AND VIOLENCE. THIS INCLUDED COMMUNICATING THE NEED FOR THE GENDER AND CULTURALLY RESPONSIVE, TRAUMA INFORMED, STRENGTH-BASED SERVICES THEY NEED TO HEAL AND THRIVE. TNCF HOSTED AND CO-HOSTED FOUR BRIEFINGS ON: DOMESTIC MINOR SEX TRAFFICKING, IMPROVING THE OUTCOMES OF CHILDREN BY SUPPORTING YOUNG PARENTS, ADVERSE CHILDHOOD EXPERIENCES AND YOUNG MOTHERS, AND MEETING THE NEEDS OF GIRLS IN THE JUVENILE JUSTICE SYSTEM.WE ARE NOT INVISIBLEWORKING IN PARTNERSHIP WITH THE CRITTENTON FAMILY OF AGENCIES TNCF BROUGHT CURRENT AND FORMER CLIENTS/CONSUMERS OF SERVICES TO WASHINGTON, DC TO SHARE THEIR PERSPECTIVES AS SURVIVORS OF TRAUMA AND VIOLENCE WITH DECISION MAKERS. BASED ON THESE EXPERIENCES BOLD (BRIDGING OPPORTUNITY LOVE AND DETERMINATION) WAS CREATED AS A PROGRAM TO SUPPORT THE DEVELOPMENT OF THE SOCIAL CAPITAL, LEADERSHIP SKILLS AND CIVIC ENGAGEMENT OF YOUNG WOMEN SURVIVORS. PROGRAM DEVELOPMENT AND FUND RAISING FOR IMPLEMENTATION WILL CONTINUE INTO 2013. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,256 | ExpenseAmt |
| Desc | AGENCY SUPPORT THE ORGANIZATION PROVIDED TRAINING, NETWORKING, REFERRALS, RESEARCH, PROGRAM DEVELOPMENT, ADVOCACY, EVIDENCE BUILDING, PROFESSIONAL DEVELOPMENT AND TWO CONFERENCES FOR THE 27 MEMBERS OF THE CRITTENTON FAMILY OF AGENCIES PROVIDING SERVICES IN 32 STATES AND THE DISTRICT OF COLUMBIA. ADDITIONALLY, ONGOING TECHNICAL ASSISTANCE AND SUPPORT IS PROVIDED TO AGENCIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $121,163 | ExpenseAmt |
| Grant | $13,000 | GrantAmt |
| Desc | CONNIE LIEDING SCHOLARSHIPTHROUGH A CONTRIBUTION MADE TO TNCF BY BETH BURRELL, AN INDIVIDUAL DONOR, THIS SCHOLARSHIP FUND WAS DEVELOPED IN 2011. SCHOLARSHIPS COVER EDUCATIONAL EXPENSES FOR YOUNG WOMEN BETWEEN THE AGES OF 17-27 WHO HAVE SUCCESSFULLY COMPLETED PROGRAMS AT CRITTENTON AGENCIES. DURING 2013 EIGHT SCHOLARSHIPS WERE AWARDED TO WOMEN ADVANCING THEIR EDUCATIONAL GOALS AT TECHNICAL AND COMMUNITY COLLEGES, FOUR-YEAR COLLEGES AND MASTERS LEVEL DEGREES.GEORGETOWN POLICY SERIESTNCF IN PARTNERSHIP WITH GEORGETOWN CENTER ON POVERTY, INEQUALITY AND PUBLIC POLICY IS SPONSORING A POLICY SERIES "MARGINALIZED GIRLS: CREATING PATHWAYS TO OPPORTUNITY POLICY SERIES." THE SERIES BEGUN IN 2011 CONTINUED IN 2012 WITH TWO SESSIONS THAT FOCUSED ON YOUNG MOTHERS AND DOMESTIC MINOR SEX TRAFFICKING. IN 2013, THE SERIES FEATURED TWO DAY LONG CONVENINGS. CRITICAL CONNECTIONS: A MULTI-SYSTEMS APPROACH TO THE DOMESTIC SEX TRAFFICKING OF GIRLS WAS ATTENDED BY NEARLY 100 PEOPLE FROM A VARIETY OF SYSTEMS, STATES AND FIELDS. TINA TCHEN, CHIEF OF STAFF FOR THE FIRST LADY AND EXECUTIVE DIRECTOR OF THE WHITE HOUSE COUNCIL ON WOMEN AND GIRLS GAVE THE KEYNOTE SPEECH. CONGRESSIONAL REPRESENTATIVES POE (TEXAS) AND BASS (CALIFORNIA), ACTING ASSISTANT SECRETARY OF ACF/HHS GEORGE SHELDON, AND INTERIM DIRECTOR OF OJJDP MELODEE HANES SPOKE ON THE CLOSING FEDERAL PERSPECTIVES PANEL. THE SECOND WAS A HALF-DAY CONVENING, "TRAUMA-INFORMED POLICY AND PRACTICE FOR DISCONNECTED GIRLS," WHICH FEATURED EXPERTS, ADVOCATES AND FEDERAL OFFICIALS. MORE THAN 70 PEOPLE WERE IN ATTENDANCE. GIRLS AT THE MARGIN ACTION ALLIANCE CO-HOSTED QUARTERLY MEETINGS OF THE 93 MEMBERS OF THE ALLIANCE ON A RANGE OF TOPICS.SEARCH SUPPORT PROVIDED SUPPORT TO INDIVIDUALS SEARCHING FOR FAMILY MEMBERS SEPARATED THROUGH ADOPTIONS. PUBLIC SPEAKING - SPOKE ON A RANGE OF ISSUES OF IMPORTANCE TO MARGINALIZED GIRLS AND YOUNG WOMEN, E.G. NATIONAL GOVERNORS ASSOCIATION - DOMESTIC MINOR SEX TRAFFICKING, HHS - PREGNANCY PREVENTION, CIRCLES USA - POVERTY ALLEVIATION, MCASA - SEXUAL ASSAULT PREVENTION, ETC.BOLD (BRIDGING OPPORTUNITY, LOVE AND DETERMINATION)IN PARTNERSHIP WITH FORMER CONSUMERS OF AGENCY SERVICES DEVELOPED CONCEPT FOR BOLD TO BUILD SOCIAL CAPITAL AND SUPPORT HEALTH, EDUCATION AND ECONOMIC SECURITY. SECURED FUNDING AND BEGAN PLANNING IN LATE 2013.FOSTERING GIRLS STRENGTHS CONVENING DEVELOPED CONCEPT TO BRING TOGETHER 45-50 LEADERS, ADVOCATES, RESEARCHERS, SERVICE PROVIDERS AND YOUNG WOMEN/WOMEN TO DEVELOP A NATIONAL BLUEPRINT FOR SUPPORTING THE NEEDS AND POTENTIAL OF OUR NATION'S MOST MARGINALIZED GIRLS AND YOUNG WOMEN. SECURED FUNDING IN BEGAN PLANNING IN LATE 2013.NATIONAL GIRLS INSTITUTE (NGI)SELECTED TO STAFF THE NGI OF THE OFFICE OF JUVENILE JUSTICE AND DELINQUENCY PREVENTION OF THE DEPARTMENT OF JUSTICE. PLANNING AND WORK PLAN DEVELOPMENT BEGAN IN DECEMBER OF 2013.ASSETS FOR LIFEWRAPPED UP GRANTS BE IMPLEMENTED THROUGH THE CRITTENTON FAMILY OF AGENCIES. SECURED AND COMPILED OUTCOMES DATA. DEVELOPED AND DISSEMINATED THE FINAL REPORT FOR THE GRANT IN WRITTEN AND VIDEO FORMATS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $121,163 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $13,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $356,720 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MATLACK JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032429360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NW SECOND SUITE 209 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR GARY D BAKER | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRONWYN MAYDEN | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GINA WOOD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES S PHELPS | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD WATERMAN | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH L SIPES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR PAULA MOTEN-TOLSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE HASSETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM RYANS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN YUEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNETTE PAI-ESPINOSA | ||||||
| PRESIDENT | 50.00 | Yes (X) | $157,590 | $0 | $4,728 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $157,590 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,728 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $503,691 | AllOtherContributionsAmt |
| Noncash Contributions | $2,752 | NoncashContributionsAmt |
| Total Contributions | $503,691 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPEAKING FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,242 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,242 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,275 | TotalRevenueColumnAmt |
| Exclusion | $99,275 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,919,637 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,666,680 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,957 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,957 | TotalRevenueColumnAmt |
| Exclusion | $252,957 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $339 | TotalRevenueColumnAmt |
| Exclusion | $339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $339 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $861,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,242 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $352,571 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,318 | TotalAmt |
| Program Services | $74,292 | ProgramServicesAmt |
| Management And General | $32,332 | ManagementAndGeneralAmt |
| Fundraising | $55,694 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,822 | TotalAmt |
| Program Services | $72,998 | ProgramServicesAmt |
| Management And General | $31,366 | ManagementAndGeneralAmt |
| Fundraising | $54,458 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,972 | TotalAmt |
| Program Services | $2,350 | ProgramServicesAmt |
| Management And General | $1,527 | ManagementAndGeneralAmt |
| Fundraising | $2,095 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,357 | TotalAmt |
| Program Services | $9,583 | ProgramServicesAmt |
| Management And General | $6,230 | ManagementAndGeneralAmt |
| Fundraising | $8,544 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,118 | TotalAmt |
| Program Services | $11,020 | ProgramServicesAmt |
| Management And General | $4,730 | ManagementAndGeneralAmt |
| Fundraising | $8,368 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,140 | TotalAmt |
| Management And General | $33,140 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,047 | TotalAmt |
| Program Services | $59,642 | ProgramServicesAmt |
| Management And General | $1,936 | ManagementAndGeneralAmt |
| Fundraising | $8,469 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,530 | TotalAmt |
| Program Services | $8,171 | ProgramServicesAmt |
| Management And General | $6,339 | ManagementAndGeneralAmt |
| Fundraising | $7,020 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,766 | TotalAmt |
| Program Services | $21,786 | ProgramServicesAmt |
| Management And General | $12,556 | ManagementAndGeneralAmt |
| Fundraising | $19,424 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,321 | TotalAmt |
| Program Services | $74,350 | ProgramServicesAmt |
| Management And General | $26,139 | ManagementAndGeneralAmt |
| Fundraising | $36,832 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,531 | TotalAmt |
| Program Services | $6,293 | ProgramServicesAmt |
| Management And General | $3,627 | ManagementAndGeneralAmt |
| Fundraising | $5,611 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,758 | TotalAmt |
| Program Services | $984 | ProgramServicesAmt |
| Management And General | $1,897 | ManagementAndGeneralAmt |
| Fundraising | $877 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| STATE REGISTRATION FEES | $5,071 | $5,071 | ||
| MISCELLANEOUS EXPENSE | $3,710 | $2,350 | $837 | $523 |
| DUES AND SUBSCRIPTIONS | $3,250 | $1,015 | $1,414 | $821 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,711 | TotalAmt |
| Program Services | $356,720 | ProgramServicesAmt |
| Management And General | $178,163 | ManagementAndGeneralAmt |
| Fundraising | $215,828 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,183 | BOYAmt |
| EOY | $613,316 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,658 | BOYAmt |
| EOY | $58,539 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,196 | BOYAmt |
| EOY | $25,014 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,357 | BOYAmt |
| EOY | $6,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,881 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $122,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,528 | BOYAmt |
| EOY | $14,496 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,019 | BOYAmt |
| EOY | $2,628,580 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,686 | BOYAmt |
| EOY | $108,002 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,353,627 | BOYAmt |
| EOY | $3,454,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,057 | BOYAmt |
| EOY | $24,585 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,749 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,436 | BOYAmt |
| EOY | $17,843 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,242 | BOYAmt |
| EOY | $42,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,008 | BOYAmt |
| EOY | $2,864,963 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,691 | BOYAmt |
| EOY | $438,981 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,686 | BOYAmt |
| EOY | $108,002 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,254,385 | BOYAmt |
| EOY | $3,411,946 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,353,627 | BOYAmt |
| EOY | $3,454,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $110,793 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,452 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,316 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $503,691 | CurrentTaxYearAmt |
| Total | $821,047 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $503,691 | CurrentTaxYearAmt |
| Total | $821,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $525,279 | SubstantialContributorsTotAmt |
| Public Support Total170 | $295,768 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,275 | CurrentTaxYearAmt |
| Total | $671,144 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339 | CurrentTaxYearAmt |
| Total | $8,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,501,099 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,963 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.19700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.19970 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION RECEIVED MORE THAN 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, FOUNDATIONS, OTHER PUBLICLY SUPPORTED ORGANIZATIONS, OR GOVERNMENTAL UNITS. IN ADDITION, THE ORGANIZATION'S STRONG COMMITMENT TO INCREASING ITS BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC IS FURTHER DEMONSTRATED THROUGH ITS HIRING OF A FULL TIME PRESIDENT AND ADDITIONAL STAFF. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,852 | DepreciationAmt |
| Book Value | $7,086 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,533 | DepreciationAmt |
| Book Value | $7,410 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,496 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $17,843 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,843 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $893,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $39,452 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,316 | OtherRevenueAmt |
| Revenue Not Reported | $46,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $846,504 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $861,504 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $735,711 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $735,711 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $750,711 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | REVALUATION GAIN ON INTEREST IN LUMSDEN TRUST 7,316. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR POST-SECONDARY EDUCATION | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $13,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOLLOW UP REPORTS ARE DUE AT THE END OF THE GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNETTE PAI-ESPINOSA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $157,590 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,728 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $162,318 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS - MISSION STATEMENT WAS UPDATED AND COMMITTEE VOTING HAS BEEN UPDATED TO INCLUDE ELECTRONIC VOTING. FINANCIAL POLICY- UPDATED TO INCLUDE THE MANAGEMENT OF GRANT FUNDS RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 11 | TREASURER AND SUSTAIN COMMITTEE REVIEW THE 990 PRIOR TO ITS SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND ALL STAFF ARE COVERED UNDER THE CONFICT OF INTEREST POLICY. IN INSTANCES WHERE THERE MAY BE A CONFLICT OF INTEREST, INDIVIDUALS ARE EXPECTED TO RAISE THE ISSUE AND THE BOARD FOLLOWS THE POLICY. THE BOARD REVIEW POTENTIAL CONFLICTS OF INTEREST FOR ACTION AS/IF NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE CEO, AN ANNUAL REVIEW IS COMPLETED AND THE BOARD MAKES DECISIONS ABOUT COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | REVALUATION GAIN ON INTEREST IN LUMSDEN TRUST 7,316. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED. |
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