SELF ENHANCEMENT INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SELF ENHANCEMENT INC (EIN 93-1086629)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-23
- IRS object ID
- 201210839349300336
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-23T18:47:05-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931086629 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELF ENHANCEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SELF | NameControl |
| Phone | 5032491721 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3920 N KERBY AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972271255 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONY L HOPSON | Name |
| Title | PRESIDENT | Title |
| Phone | 5032491721 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANG AHN | Name |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TONY L HOPSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3920 N KERBY AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972271255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12873046 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SELFENHANCEMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL.SELF ENHANCEMENT IS DEDICATED TO HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL. WORKING WITH SCHOOLS, FAMILIES AND COMMUNITY ORGANIZATIONS, SELF ENHANCEMENT PROVIDES OPPORTUNITIES FOR PERSONAL AND ACADEMIC SUCCESS, BRINGING HOPE TO INDIVIDUAL YOUNG PEOPLE AND ENHANCING THE QUALITY OF COMMUNITY LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 669 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 4111 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -154 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11384496 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12354976 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2218 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1522 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 372192 | OtherRevenuePriorYear |
| Other Revenue Current Year | 209990 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11758906 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12566488 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 783099 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 849634 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7861699 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8395520 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 505991 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2994254 | OtherExpensePriorYear |
| Other Expenses Current Year | 2815719 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11639052 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12060873 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 119854 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 505615 | RevenuesLessExpensesCY |
| Total Assets BOY | 12569039 | TotalAssetsBOY |
| Total Assets EOY | 14503442 | TotalAssetsEOY |
| Total Liabilities BOY | 1231817 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2654409 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11337222 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11849033 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SELF ENHANCEMENT IS DEDICATED TO HELPING INNER-CITY YOUTH REALIZE THEIR FULL POTENTIAL. WORKING WITH SCHOOLS, FAMILIES AND COMMUNITY ORGANIZATIONS, SELF ENHANCEMENT PROVIDES OPPORTUNITIES FOR PERSONAL AND ACADEMIC SUCCESS, BRINGING HOPE TO INDIVIDUAL YOUNG PEOPLE AND ENHANCING THE QUALITY OF COMMUNITY LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6046348 | Expense |
| Description | CORE PROGRAMMING:SELF ENHANCEMENT, INC. IS ONE OF THE NATION'S MOST COMPREHENSIVE AND SUCCESSFUL YOUTH DEVELOPMENT ORGANIZATIONS. 90% OF PROGRAM PARTICIPANTS OVERCOME SIGNIFICANT BARRIERS TO SUCCESS (POVERTY, FAMILY SUBSTANCE ABUSE, GANG INVOLVEMENT, ABSENT PARENTS, LOW ACADEMIC ACHIEVEMENT, ETC.) TO BECOME POSITIVE, CONTRIBUTING CITIZENS WHICH IS DEFINED AS AT LEAST 2 YEARS OF POST-SECONDARY EDUCATION OR EMPLOYMENT. CORE PROGRAM SERVICES ARE BASED ON THE RELATIONSHIP MODEL (TEACHER/PARENT/MENTOR); OFFERED IN A CULTURE OF SUCCESS; COMPREHENSIVE (SUMMER, IN-SCHOOL AND AFTER-SCHOOL); AND OFFERED ON A CONTINUUM (SERVING STUDENTS FROM AGE 8 THROUGH 25). EACH STUDENT IS ASSIGNED TO A COORDINATOR WHO MONITORS THE STUDENT'S ATTENDANCE, BEHAVIOR, AND ACADEMIC ACHIEVEMENTS. AN INDIVIDUAL SUCCESS PLAN IS CREATED FOR EACH STUDENT WHICH SETS ACADEMIC, PERSONAL, AND SOCIAL GOALS. ACADEMIC SUPPORT, ARTS EXPERIENCES, RECREATION ACTIVITIES, COMMUNITY SERVICE OPPORTUNITIES, LEADERSHIP TRAINING, AND SOCIAL AND LIFE SKILLS CLASSES ARE OFFERED THROUGH THE AFTER-SCHOOL PROGRAM. AN INTENSIVE 6-WEEK SUMMER PROGRAM KEEPS STUDENTS ENGAGED YEAR-ROUND. DURING THE 2009-2010 SCHOOL-YEAR SELF ENHANCEMENT SERVED 1,022 STUDENTS IN THE CORE PROGRAM AND 100% OF THE SENIOR CLASS GRADUATED FROM HIGH SCHOOL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 836333 | Expense |
| Description | NON-CORE YOUTH PROGRAMMING:SELF ENHANCEMENT SERVES ANOTHER 2,000 YOUTH EACH YEAR THROUGH A VARIETY OF NON-CORE PROGRAMS. SELF ENHANCEMENT MANAGES 6 SUN COMMUNITY SCHOOLS PROGRAMS, PROVIDES SOCIAL AND SUPPORT SERVICES FOR EDUCATIONAL SUCCESS UNDER THE MULTNOMAH COUNTY SUN SERVICE SYSTEM FOR BOTH REGION 2 AND AFRICAN AMERICAN TARGET OUTREACH POPULATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1658997 | Expense |
| Description | COMMUNITY + FAMILY PROGRAMMING:SELF ENHANCEMENT RECOGNIZES THAT AT-RISK YOUTH MOST OFTEN COME FROM AT-RISK FAMILIES. THE POSITIVE WORK WE DO WITH YOUNG PEOPLE DURING THE DAY AND AFTER-SCHOOL CAN EASILY BE UNRAVELED BY AN UNHEALTHY SITUATION IN THE HOME. FOR THIS REASON, SELF ENHANCEMENT'S PROGRAMS INCLUDE OUTREACH SERVICES TO FAMILIES SUCH AS COUNSELING, CASE MANAGEMENT, PARENTING CLASSES, OR REFERRALS TO OUTSIDE RESOURCES. SELF ENHANCEMENT PROVIDES CULTURALLY COMPETENT SUPPORT SERVICES THROUGH THE FAMILY ENHANCEMENT PROGRAM, THE DOMESTIC AND SEXUAL VIOLENCE PREVENTION PROGRAM, THE COMMUNITIES OF COLOR MULTI-DISCIPLINARY TEAM, PLUS ASSISTANCE WITH BASIC NEEDS SUCH AS HOUSING AND ENERGY ASSISTANCE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 940620 | Expense |
| Revenue | 209151 | Revenue |
| Description | OTHER PROGRAMMING:OTHER PROGRAMS INCLUDE PROGRAM ADVANCEMENT AND REPLICATION. PROGRAM ADVANCEMENT FOCUSES ON INTERNAL TRAINING AND CODIFICATION OF THE SELF ENHANCEMENT, INC. PROGRAM MODEL. THE REPLICATION PROGRAM WAS ADDED IN 2007-2008 TO PROVIDE SUPPORT FOR THE EXPLORATION AND DEVELOPMENT OF A PLATFORM FOR REPLICATING THE SELF ENHANCEMENT, INC. PROGRAM MODEL IN OTHER CITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 940620 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 209151 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9482298 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 161 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 669 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFREY PETERSON | NamePerson |
| Telephone Number | 5035481354 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3920 N KERBY AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97227 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| LINDA WRIGHT | |||||||
| CHAIR | 1.30 | X | X | 0 | 0 | 0 | |
| REGGIE GUYTON | |||||||
| VICE-CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| RUPA JACK | |||||||
| TREASURER | 1.30 | X | X | 0 | 0 | 0 | |
| KAROLYN NEUPERT | |||||||
| SECRETARY | 1.30 | X | X | 0 | 0 | 0 | |
| KENNETH A CARR | |||||||
| EXECUTIVE BOARD | 1.30 | X | 0 | 0 | 0 | ||
| JENNIFER ADAMS | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| SCOTT DEMOREST | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| CHRIS DUNNAVILLE | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| CLINTON STRODE | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| HANS VAN ALEBEK | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| GREGORY GOODMAN | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| ALAN DAVIS | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| WILLIAM HARRIS | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| KAREN HINSDALE | |||||||
| EXECUTIVE BOARD | 1.30 | X | 0 | 0 | 0 | ||
| ROBIN TOMPKINS | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| DAVID LOKTING | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| LARRY MILLER | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| ELLISON MORGAN | |||||||
| MEMBER | 1.30 | X | 0 | 0 | 0 | ||
| CINDY MULFLUR | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| PHILIP ROBINSON | |||||||
| EXECUTIVE BOARD | 1.30 | X | 0 | 0 | 0 | ||
| JILL MORGAN | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| BRUCE SOUTHWORTH | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| THOMAS SPITZER | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| JOHN TRACHTENBERG | |||||||
| EXECUTIVE BOARD | 1.30 | X | 0 | 0 | 0 | ||
| JAN TURNER | |||||||
| MEMBER | 1.30 | X | 0 | 0 | 0 | ||
| MARK WALLER | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| MALIA WASSON | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| BERNADETTE ARTHAREE | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| CORTLAND CUFFEE | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| MARGARET HOFFMAN | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| JOSH KARDAN | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| LORI MORGAN | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| BRIAN PIENOVI | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| BETH SKILLERN | |||||||
| MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| VICKI TAGLIAFICO | |||||||
| FINANCE COMMITTEE | 0.80 | X | 0 | 0 | 0 | ||
| TONY L HOPSON SR | |||||||
| PRESIDENT | 40.00 | X | 213786 | 0 | 5931 | ||
| MARCELLA MCGEE | |||||||
| VP, FINANCE & ADMIN | 40.00 | 106972 | 0 | 3194 | X | ||
| MARCY BRADLEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 110090 | 0 | 2980 | X | ||
| JEFFREY PETERSON | |||||||
| CFO | 40.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 213786 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5931 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE STAR CHARTERS & TOURS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 56351 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | TRANSPORTATION SERVICES | DescriptionOfServices |
| Compensation | 289702 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 1041785 | FundraisingEvents |
| Government Grants | 4631820 | GovernmentGrants |
| All Other Contributions | 6681371 | AllOtherContributions |
| Total Contributions | 12354976 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 112 | TotalRevenueColumn |
| Exclusion | $112 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1410 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1410 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1410 | TotalRevenueColumn |
| Exclusion | $1,410 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 293836 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1041785 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 297108 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3272 | TotalRevenueColumn |
| Exclusion | -$3,272 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 32250 | GrossIncomeGaming |
| Gaming Direct Expenses | 9450 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22800 | TotalRevenueColumn |
| Exclusion | $22,800 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OVERHEAD CHARGEBACK | 900099 | 180804 | 180804 | |
| MISCELLANEOUS INCOME | 900099 | 5547 | 5547 | |
| INCOME FROM PASS THROU | 525990 | 4111 | 4111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 190462 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12566488 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186351 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4111 | UnrelatedBusinessRevenue |
| Exclusion | $21,050 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849634 | Total |
| Program Services | 849634 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507732 | Total |
| Program Services | 375361 | ProgramServices |
| Management And General | 116065 | ManagementAndGeneral |
| Fundraising | 16306 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6153065 | Total |
| Program Services | 4560569 | ProgramServices |
| Management And General | 1396794 | ManagementAndGeneral |
| Fundraising | 195702 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110249 | Total |
| Program Services | 75730 | ProgramServices |
| Management And General | 30231 | ManagementAndGeneral |
| Fundraising | 4288 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 926647 | Total |
| Program Services | 682414 | ProgramServices |
| Management And General | 213361 | ManagementAndGeneral |
| Fundraising | 30872 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 697827 | Total |
| Program Services | 541166 | ProgramServices |
| Management And General | 136381 | ManagementAndGeneral |
| Fundraising | 20280 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1208 | Total |
| Management And General | 1208 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57279 | Total |
| Management And General | 57279 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61054 | Total |
| Program Services | 61054 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580681 | Total |
| Program Services | 383920 | ProgramServices |
| Management And General | 29074 | ManagementAndGeneral |
| Fundraising | 167687 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47850 | Total |
| Management And General | 37606 | ManagementAndGeneral |
| Fundraising | 10244 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177142 | Total |
| Program Services | 83436 | ProgramServices |
| Management And General | 72861 | ManagementAndGeneral |
| Fundraising | 20845 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136547 | Total |
| Management And General | 136547 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65588 | Total |
| Program Services | 35409 | ProgramServices |
| Management And General | 25650 | ManagementAndGeneral |
| Fundraising | 4529 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18626 | Total |
| Management And General | 18626 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304746 | Total |
| Program Services | 190746 | ProgramServices |
| Management And General | 110005 | ManagementAndGeneral |
| Fundraising | 3995 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103356 | Total |
| Management And General | 103356 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EVENTS AND ACTIVITIES | 920412 | 917572 | 2122 | 718 |
| EQUIPMENT AND BUILDING | 219367 | 89412 | 119431 | 10524 |
| MISCELLANEOUS | 82217 | 13036 | 64628 | 4553 |
| EMPLOYEE TRAINING | 25035 | 3551 | 21426 | 58 |
| FACILITY EXPENSE ALLOCA | 0 | 262672 | -268175 | 5503 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14611 | Total |
| Program Services | 356616 | ProgramServices |
| Management And General | -351892 | ManagementAndGeneral |
| Fundraising | 9887 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12060873 | Total |
| Program Services | 9482298 | ProgramServices |
| Management And General | 2072584 | ManagementAndGeneral |
| Fundraising | 505991 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32905 | BOY |
| EOY | 45992 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72518 | BOY |
| EOY | 2069 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2974290 | BOY |
| EOY | 5276710 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 953656 | BOY |
| EOY | 593180 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209078 | BOY |
| EOY | 121746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11305029 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4355342 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7208185 | BOY |
| EOY | 6949687 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222545 | BOY |
| EOY | 208121 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895862 | BOY |
| EOY | 1305937 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12569039 | BOY |
| EOY | 14503442 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 915567 | BOY |
| EOY | 733463 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16250 | BOY |
| EOY | 20946 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300000 | BOY |
| EOY | 1900000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231817 | BOY |
| EOY | 2654409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8266908 | BOY |
| EOY | 6734544 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3070314 | BOY |
| EOY | 5114489 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11337222 | BOY |
| EOY | 11849033 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12569039 | BOY |
| EOY | 14503442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 505615 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6196 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11864806 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8863740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9684418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11384496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12354976 | CurrentTaxYear |
| Total | 54152436 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11864806 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8863740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9684418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11384496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12354976 | CurrentTaxYear |
| Total | 54152436 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8496469 | AmountsSubstContributorsTotal |
| Public Support Total170 | 45655967 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85198 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14857 | CurrentTaxYearMinus2Years |
| Current Tax Year | 1522 | CurrentTaxYear |
| Total | 172888 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 54325324 | TotalSupport |
| Gross Receipts From Admissions Etc | 2000714 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88870 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 61054 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 61054 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11486828 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11547882 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 727394 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 181849 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 681184 | CurrentYearMinus3 |
| Current Year Minus2 | 739582 | CurrentYearMinus2 |
| Current Year Minus1 | 731953 | CurrentYearMinus1 |
| Current Year | 727394 | CurrentYear |
| Total | 2880113 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,320,170 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 65367 | CurrentYearMinus2 |
| Current Year Minus1 | 77062 | CurrentYearMinus1 |
| Current Year | 61054 | CurrentYear |
| Total | 203483 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 170296 | CurrentYearMinus3 |
| Current Year Minus2 | 184896 | CurrentYearMinus2 |
| Current Year Minus1 | 182988 | CurrentYearMinus1 |
| Current Year | 181849 | CurrentYear |
| Total | 720029 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,080,044 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9478628 | OtherCostOrOtherBasis |
| Depreciation | 2745590 | Depreciation |
| Book Value | 6733038 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1778970 | OtherCostOrOtherBasis |
| Depreciation | 1587583 | Depreciation |
| Book Value | 191387 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47431 | OtherCostOrOtherBasis |
| Depreciation | 22169 | Depreciation |
| Book Value | 25262 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6949687 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO/FROM RELATED ORGANIZATIONS | Description |
| Book Value | 1305937 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1305937 | TotalBookValueOtherAssets |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART + SOUL | NameOfEvent1 |
| Gross Receipts Event1 | 1228376 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 964776 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 263600 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 234247 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HERE + NOW | NameOfEvent2 |
| Gross Receipts Event2 | 89759 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 77009 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12750 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 46088 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 20486 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 20486 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 16773 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1338621 | GrossReceiptsTotal |
| Charitable Contributions Total | 1041785 | CharitableContributionsTotal |
| Gross Revenue Total Events | 296836 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 297108 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 297108 | DirectExpenseSummaryEvents |
| Net Income Summary | -272 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 32250 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 9450 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 32250 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 9450 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 9450 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 22800 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OR | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY PETERSON | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3920 N KERBY | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER DOUGHERTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Provided | MANAGES GAMING ACTIVITY; ARRANGES PRIZES, HELPS WITH PROMOTION AND SETTING UP OF EVENT. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FOOD | 595 | 11589 |
| HOUSING | 190 | 390690 |
| PARTICIPANT INCENTIVES | 691 | 119682 |
| PERSONAL CARE | 399 | 112401 |
| SCHOLARSHIPS | 69 | 154622 |
| STIPENDS | 29 | 44773 |
| UTILITIES | 39 | 15877 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: EACH PROGRAM HAS WRITTEN GUIDELINES FOR PROVIDING ASSISTANCE. COORDINATORS AND CASE MANAGERS MUST ADHERE TO THESE GUIDELINES. PROGRAM MANAGERS CONDUCT PERIODIC FILE REVIEWS TO ASSURE COMPLIANCE WITH GUIDELINES. |
| OTHER INFORMATION: | PART IV: | ORGANIZATION DETERMINED NUMBER OF RECIPIENTS BASED ON NUMBER OF PROGRAM PARTICIPANTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TONY L HOPSON SR | NamePerson |
| Base Compensation Filing Org | 170004 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 43782 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 15000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12867 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 241653 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | PRESIDENT'S MEMBERSHIP AT MULTNOMAH ATHLETIC CLUB; NOT TREATED AS TAXABLE COMPENSATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN TRACHTENBERG | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER AND OWNER OF B&B PRINT SOURCE | Relationship |
| Amount Of Transaction | 29413 | AmountOfTransaction |
| Description Of Transaction | VENDOR PROVIDES PRINTING SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE REVIEWED BY FINANCE COMMITTEE AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. COPIES OF RETURN WILL BE DISTRIBUTED VIA E-MAIL TO ALL OFFICERS & DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE REVIEWED BY FINANCE COMMITTEE AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. COPIES OF RETURN WILL BE DISTRIBUTED VIA E-MAIL TO ALL OFFICERS & DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. | |
| REVIEW OF POTENTIAL CONFLICTS FOR BOARD OF DIRECTORS IS DONE BY THE BOARD DEVELOPMENT & COMMUNICATIONS COMMITTEE. REVIEW OF POTENTIAL CONFLICTS FOR STAFF IS DONE BY HUMAN RESOURCES DIRECTOR. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD WHICH MAKES A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. COMPARATIVE ANALYSIS IS COMPLETED BY THE CHAIR OF THE BOARD USING NATIONAL SURVEY DATA FOR COMPARABLE NON-PROFIT ORGANIZATIONS. MINUTES OF THE EXECUTIVE COMMITTEE ARE MAINTAINED. | FORM 990, PART VI, SECTION B, LINE 15 | |
| NOT AVAILABLE | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 9,576. PRIOR PERIOD ADJUSTMENTS: -3,380. TOTAL TO FORM 990, PART XI, LINE 5: 6,196. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| SELF ENHANCEMENT FOUNDATION | |||||||||
| 3920 N KERBY AVENUE | PORTLAND | OR | 97227 | 931312090 | SUPPORT SELF ENHANCEMENT, INC. THROUGH MANAGEMENT OF ENDOWMENT FUNDS | OR | 501(C)(3) | 509(A)(2) | 0 |
| THE SEI ACADEMY | |||||||||
| 3920 N KERBY AVENUE | PORTLAND | OR | 97227 | 760822396 | SUPPORT SELF ENHANCEMENT, INC. BY PROVIDING EDUCATIONAL SERVICES. | OR | 501(C)(3) | 170(B)(1)(A)(II) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SELF ENHANCEMENT FOUNDATION | |
| C | 1251178 |
| SELF ENHANCEMENT FOUNDATION | |
| E | 1500000 |
| SELF ENHANCEMENT FOUNDATION AND SEI ACADEMY | |
| K | |
| SEI ACADEMY | |
| M | |
| SEI ACADEMY | |
| N | |
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