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Self Enhancement Foundation FY2020 filing

Tax-deductible

Portland, OR501(c)(3)Since 2000Foundations & GrantmakersEIN 93-1312090Revenue $294K in FY2020

On file with the IRSselfenhancement.org3920 N Kerby Ave, 97227-1255 · Portland, ORTax-exempt since Mar 2002Supporting organization — 509(a)(3)

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Support Self Enhancement, INC. Through management of endowment funds.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $20K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.0M
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$294K
Spent
$1.2M
To programs
89%
Net assets
$17.8M
By yearFY2020–FY2025
Revenue
$294K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$294K
FY2021$2.7M
FY2022$996K
FY2023$152K
FY2024$1.1M
FY2025$1.1M
Expenses
$1.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.1M
FY2022$1.0M
FY2023$1.1M
FY2024$1.0M
FY2025$1.0M
Net assets
$17.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$17.8M
FY2021$22.6M
FY2022$18.1M
FY2023$18.8M
FY2024$19.8M
FY2025$20.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $1.1M Management & general 11% · $136K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Steve Shepard
Board Chair
$0Pt VII · Sec A
David Lokting
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Rupa Jack
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Tony L Hopson SR
President & CEO
$0Pt VII · Sec A
See Self Enhancement Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages endowment funds to support self-enhancement.

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Provided by the organization

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2 programs · $1.1M · in their own filed words · FY2019
01

Contribution Paid to Supported Organization

Self enhancement, inc.

$875Kprogram expense
02

Contribution paid to award scholarships

$194Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 12 grants · $5.7M · 2019–2024
Self Enhancement INCOR · FY2024$619,900
Unitemized GrantFY2024$233,081
Self Enhancement INCOR · FY2023$654,800
Unitemized GrantFY2023$226,149
Self Enhancement INCOR · FY2022$791,700
Unitemized GrantFY2022$196,520
Self Enhancement INCOR · FY2021$706,596
Unitemized GrantFY2021$187,135
Self Enhancement INCOR · FY2020$738,800
Unitemized GrantFY2020$274,783
Self Enhancement INCOR · FY2019$874,801
Unitemized GrantFY2019$193,606

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$294K
Ln 12
Investment incomeLn 3$278K
Other incomeLn 4–11$16K
Gifts and grantsLn 1h$150
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$136K
Owns and owesPt X
$17.8M
net assets · Ln 32
Cash and savingsLn 1–2$125K
Total assetsLn 16$18.8M
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$150
Investment incomeLn 3$278K
Other incomeLn 4–11$16K
Gains on assetsLn 7−$90K
Total revenueLn 12$294K
Assets in detailPt X, end of year
CashLn 1$125K
Cash and savings togetherLn 1–2$125K
InvestmentsLn 11–13$17.7M
Total assetsLn 16$18.8M
LiabilitiesLn 26$1.0M
Net assetsLn 32$17.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 62
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$142K$125K
InvestmentsLn 11–13$18.1M$17.7M
Total assetsLn 16$19.2M$18.8M
LiabilitiesLn 26$1.0M$1.0M
Net assetsLn 32$18.2M$17.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$875K$875K
Grants to domestic individualsLn 2$194K$194K
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$101K$101K
Office expensesLn 13$2K$2K
InterestLn 20$29K$29K
Total functional expensesLn 25$1.2M$1.1M$136K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$1.0M$121K$20.9M 990 PDF
FY2024 $1.1M$1.0M$88K$19.8M 990 PDF
FY2023 $152K$1.1M−$968K$18.8M 990 PDF
FY2022 $996K$1.0M−$52K$18.1M 990 PDF
FY2021 $2.7M$1.1M$1.6M$22.6M 990 PDF
FY2020 Viewing $294K$1.2M−$910K$17.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $293,811 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $109,643$150
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $758,742$277,553
I-11 Other revenuePrior year $0$16,108
I-12 Total revenuePrior year $868,385$293,811
I-13 Grants and similar amounts paidPrior year $5,165,510$1,068,407
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $141,955$135,825
I-18 Total expensesPrior year $5,307,465$1,204,232
I-19 Revenue less expensesPrior year −$4,439,080−$910,421
Part VI · Governance 7 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $293,811 across 6 lines filed
VIII-1f All other contributions, gifts and grants$150
VIII-1h Total contributions, gifts and grants$150
VIII-3 Investment incomeExcluded from tax $367,205$367,205
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$89,652−$89,652
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $16,108$16,108
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $293,661$293,811
Part IX · Statement of functional expenses $1,204,232 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $874,801$874,801
IX-2 Grants to domestic individualsPrograms $193,606$193,606
IX-11c Accounting feesManagement $3,100$3,100
IX-11f Investment management feesManagement $100,933$100,933
IX-13 Office expensesManagement $2,301$2,301
IX-20 InterestManagement $29,491$29,491
IX-25 Total functional expensesPrograms $1,068,407 · Management $135,825 · Fundraising $0$1,204,232
Part X · Balance sheet $18,829,445 assets, 11 lines filed
Asset lines not itemized here account for $1,000,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $142,367$124,997
X-11 Publicly traded securitiesStart of year $14,243,982$13,683,280
X-12 Other securitiesStart of year $3,836,582$4,021,168
X-16 Total assetsStart of year $19,222,931$18,829,445
X-24 Unsecured notes and loans payableStart of year $1,000,000$1,000,000
X-25 Other liabilitiesStart of year $0$28,030
X-26 Total liabilitiesStart of year $1,000,000$1,028,030
X-27 Net assets without donor restrictionsStart of year −$773,901−$893,469
X-28 Net assets with donor restrictionsStart of year $18,996,832$18,694,884
X-32 Total net assets or fund balancesStart of year $18,222,931$17,801,415
X-33 Total liabilities and net assetsStart of year $19,222,931$18,829,445
Part XI · Reconciliation of net assets $17,801,415 net assets at year end
XI-1 Total revenue$293,811
XI-2 Total expenses$1,204,232
XI-3 Revenue less expenses−$910,421
XI-4 Net assets at start of year$18,222,931
XI-5 Net unrealized gains (losses) on investments$488,905
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,801,415

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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