VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION: Form 990, tax year 2018
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- Organization
- VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION (EIN 26-1524406)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349308297
- Schema version
- 2018v3.1
- 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 | 2019-11-15T11:43:44-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204823470 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Isler Northwest LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 SW 5th Ave 2900 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972015692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261524406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vital Life | BusinessNameLine1Txt |
| Business Name Line2 | a Marquis and Consonus Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VITA | BusinessNameControlTxt |
| Phone | 9712065125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4560 SE International Way No 100 | AddressLine1Txt |
| City | Milwaukie | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Staci Tone | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9712065125 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dale H Glasser | PreparerPersonNm |
| PTIN | P00011848 | PTIN |
| Phone | 5032245321 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.173.26.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 09:05:51 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B94F52EFBD5437D3CD8CCEA0FD02C4E5D9CDDD0A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C4EF51E7D2573AB934A90D67C0C6218E3F5BB2D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Staci Tone | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4560 SE International Way No 100 | AddressLine1Txt |
| City | Milwaukie | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,167,638 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.vitallifefoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | To support organizations and programs that provide meaning and vitality in the lives of seniors and staff members living and working in long term care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 117 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $865,972 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,001,707 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $865,972 | PYTotalRevenueAmt |
| CY Total Revenue | $1,001,707 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $691,108 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $702,251 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $202,510 | PYOtherExpensesAmt |
| CY Other Expenses | $241,046 | CYOtherExpensesAmt |
| PY Total Expenses | $893,618 | PYTotalExpensesAmt |
| CY Total Expenses | $943,297 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$27,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,410 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,029,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,083,520 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,689 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $995,421 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,053,831 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To support organizations that positively impact youth, general health and wellness, schools/education, families, women, and seniors through the coordination of volunteer activities and financial contributions. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $702,251 | ExpenseAmt |
| Grant | $702,251 | GrantAmt |
| Revenue | $968,955 | RevenueAmt |
| Desc | The organization allocated the funds and resources it received during the year to various support organizations described in the organization's purpose. Numerous individuals were served by the distribution of the funds and resources. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $90,470 | ExpenseAmt |
| Revenue | $32,751 | RevenueAmt |
| Desc | The Backpack to school program provides a backpack full of basic school supplies to children of long term care professionals. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $792,721 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Staci Tone Vital Life Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9712065125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4560 SE International Way 100 | AddressLine1Txt |
| City | Milwaukie | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Phillip G Fogg Jr | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Victor Kisch | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Kathleen LeVee | ||||||
| Director | 3.80 | Yes (X) | $0 | $0 | $0 | |
| Dale Glasser | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Julie Kresl | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Steve Fogg | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Ann Adrian | ||||||
| Foundation Director | 40.00 | Yes (X) | $0 | $71,412 | $13,714 | |
| Guy Cowart | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Beth Biggs | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Laurie Thomas | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Lisa Fogg | ||||||
| Director | 2.50 | Yes (X) | $0 | $0 | $0 | |
| Angela Fogg | ||||||
| President | 3.80 | $0 | $0 | $0 | Yes (X) | |
| L Charles Bloom | ||||||
| Vice President | 2.50 | $0 | $0 | $0 | Yes (X) | |
| Staci Tone | ||||||
| Treasurer | 2.50 | $0 | $0 | $0 | Yes (X) | |
| Jennifer Hoffer | ||||||
| Secretary | 2.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $71,412 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,714 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $583,624 | FundraisingAmt |
| All Other Contributions | $418,083 | AllOtherContributionsAmt |
| Noncash Contributions | $18,806 | NoncashContributionsAmt |
| Total Contributions | $1,001,707 | TotalContributionsAmt |
| Fundraising Gross Income | $165,931 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $583,624 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $165,931 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,001,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,251 | TotalAmt |
| Program Services | $702,251 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,169 | TotalAmt |
| Management And General | $28,169 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,546 | TotalAmt |
| Management And General | $40,546 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701 | TotalAmt |
| Management And General | $1,701 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,608 | TotalAmt |
| Management And General | $79,608 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132 | TotalAmt |
| Management And General | $132 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Backpack school supplie | $90,470 | $90,470 | |
| Licenses and Permits | $420 | $420 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,297 | TotalAmt |
| Program Services | $792,721 | ProgramServicesAmt |
| Management And General | $150,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,589 | BOYAmt |
| EOY | $997,090 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,633 | BOYAmt |
| EOY | $81,114 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,028 | BOYAmt |
| EOY | $856 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,275 | BOYAmt |
| EOY | $3,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,185 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,525 | BOYAmt |
| EOY | $1,083,520 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,104 | BOYAmt |
| EOY | $29,689 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,104 | BOYAmt |
| EOY | $29,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,421 | BOYAmt |
| EOY | $1,053,831 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,421 | BOYAmt |
| EOY | $1,053,831 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,525 | BOYAmt |
| EOY | $1,083,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $58,410 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $666,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $794,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $868,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $865,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $993,092 | CurrentTaxYearAmt |
| Total | $4,188,798 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $666,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $794,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $868,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $865,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $993,092 | CurrentTaxYearAmt |
| Total | $4,188,798 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,655,962 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,532,836 | PublicSupportTotal170Amt |
| Total Support | $4,188,798 | TotalSupportAmt |
| Public Support CY170 | 0.60470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Investment Cost Or Other Basis | $3,712 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,527 | DepreciationAmt |
| Book Value | $1,185 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,185 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Bridgetown Bash | Event1Nm |
| Gross Receipts Event1 | $701,281 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $666,781 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,359 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $55,620 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $14,891 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $54,847 | OtherDirectExpensesEvent1Amt |
| Event2 | Comedy Night | Event2Nm |
| Gross Receipts Event2 | $38,374 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $26,864 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,510 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,743 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $2,186 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $739,655 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $693,645 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $46,010 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $37,102 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,620 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,891 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $57,033 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $164,646 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$118,636 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| 2120 First Ave North | Seattle | WA | 98109 | 131788491 | 501(c)(3) | $7,575 | General support |
| American Heart Association | |||||||
| PO Box 4002908 | Des Moines | IA | 503402908 | 135613797 | 501(c)(3) | $11,285 | General support |
| Alzheimers Association | |||||||
| 1650 NW Naito Parkway Suite 190 | Portland | OR | 97209 | 133039601 | 501(c)(3) | $90,000 | General support |
| Friends of the Children | |||||||
| 44 NE Morris St | Portland | OR | 972123015 | 931300690 | 501(c)(3) | $155,652 | General support |
| Meals on Wheels | |||||||
| PO Box 19477 | Portland | OR | 97280 | 930584318 | 501(c)(3) | $128,964 | General support |
| Ronald McDonald House Charities | |||||||
| 2620 North Commercial Avenue | Portland | OR | 97227 | 931125838 | 501(c)(3) | $84,139 | General support |
| Wish of a Lifetime | |||||||
| 110 16th Street 406 | Denver | CO | 80202 | 262123649 | 501(c)(3) | $100,255 | General support |
| The Geezer Gallery | |||||||
| 49 SW Porter St | Portland | OR | 97201 | 371534151 | 501(c)(3) | $18,000 | General support |
| American Lung Association | |||||||
| 3552 W Cheyenne Ave 130 | Las Vegas | NV | 89032 | 930386887 | 501(c)(3) | $11,167 | General support |
| Doernbecher Children's Hospital Foundation | |||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 930579589 | 501(c)(3) | $12,500 | General Support |
| Ageless Aviation | |||||||
| 1894 E William St | Carson City | NV | 89701 | 452780141 | 501(c)(3) | $7,500 | General Support |
| Leukemia & Lymphoma Society | |||||||
| 3 International Dr | Rye Brook | NY | 10573 | 135644916 | 501(c)(3) | $6,820 | General Support |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Phil Fogg - Business and family relationship Angela Fogg - Family relationship Dale Glasser - Business relationship Kathleen Levee - Business relationship Julie Kresl - Business relationship Steve Fogg - Family and Business relationship L. Charles Bloom - Business relationship Staci Tone - Business relationship Jennifer Hoffer - Business relationship Victor Kisch - Business relationship |
| Form 990, Part VI, Section B, line 11b | The governing body reviews the Form 990 by comparing the return to interim financial statements and expectations. |
| Form 990, Part VI, Section B, line 12c | The Organization depends on the board members to exercise their duty to disclose a possible or actual conflict of interest. The Organization conducts a periodic review to determine whether their partnerships, joint ventures and arrangements with management organizations conform to the Organization's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marquis Companies Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4560 SE International Way Suite 100 | AddressLine1Txt |
| City | Milwaukie | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931054024 | EIN |
| Primary Activities | Management Services | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Entity Type | S | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Marquis Companies Inc | ||
| C | $200,157 | Charitable cash contributions |
| Marquis Companies Inc | ||
| C | $167,992 | Payroll deductions from employees |
| Marquis Companies Inc | ||
| O | $79,608 | Wages and taxes paid |
| Consonus Pharmacy Services LLC | ||
| C | $12,750 | Charitable cash contributions |
| Consonus Rehab | ||
| C | $12,500 | Charitable cash contributions |