philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Self Enhancement Foundation FY2024 filing

Tax-deductible

Portland, OR501(c)(3)Since 2000Foundations & Grantmakers EIN 93-1312090Revenue $1.1M in FY2024

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

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

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

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $19.6M in investments, Pt X · Ln 11–13
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4K
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 2 voting members
Looks good: 2 of 2 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+628% vs prior year
Spent
$1.0M
To programs
87%
Net assets
$19.8M
By yearFY2020–FY2025
Revenue
$1.1M
FY2024▲ +628%
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
$1.0M
FY2024▼ -9%
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
$19.8M
FY2024▲ +5%
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 FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2024 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

87 cents of each dollar spent went to programs.

Program services 87% · $881K Management & general 13% · $135K

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

Something off? Claim to add context

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Orlando Williams
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Tony L Hopson SR
President & CEO
$0Pt VII · Sec A
Trent Aldridge
Chief Operating Officer
$0Pt VII · Sec A
See Self Enhancement Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages endowment funds to support self-enhancement.

Questions for Self Enhancement Foundation

Tap to ask. Self Enhancement Foundation sees how many people are interested.

Your first name shows with your question. Self Enhancement Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

2 programs · $881K · in their own filed words · FY2023
01

Contribution Paid to Supported Organization

Self enhancement, inc.

$655Kprogram expense
02

Contribution paid to award scholarships

$226Kprogram 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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Investment incomeLn 3$1.1M
Money outPt IX
$1.0M
Ln 25
Programscol B$881K
Managementcol C$135K
Owns and owesPt X
$19.8M
net assets · Ln 32
Cash and savingsLn 1–2$160K
Total assetsLn 16$19.8M
LiabilitiesLn 26$4K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$1.1M
Gains on assetsLn 7$609K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$160K
Cash and savings togetherLn 1–2$160K
InvestmentsLn 11–13$19.6M
Total assetsLn 16$19.8M
LiabilitiesLn 26$4K
Net assetsLn 32$19.8M
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 FY24End FY24
Cash and savingsLn 1–2$165K$160K
InvestmentsLn 11–13$18.7M$19.6M
Total assetsLn 16$18.9M$19.8M
LiabilitiesLn 26$8K$4K
Net assetsLn 32$18.8M$19.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$655K$655K
Grants to domestic individualsLn 2$226K$226K
Legal feesLn 11b$3K$3K
Investment management feesLn 11f$132K$132K
Office expensesLn 13$205$205
Total functional expensesLn 25$1.0M$881K$135K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$1.0M$121K$20.9M 990 PDF
FY2024 Viewing $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 $294K$1.2M−$910K$17.8M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,104,551 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $151,625$1,104,551
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $151,625$1,104,551
I-13 Grants and similar amounts paidPrior year $988,220$880,949
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 $131,583$135,293
I-18 Total expensesPrior year $1,119,803$1,016,242
I-19 Revenue less expensesPrior year −$968,178$88,309
Part VI · Governance 2 of 2 board members independent, 1 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members2
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,104,551 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $495,425$495,425
VIII-7 Net gain or loss on sales of assetsExcluded from tax $609,126$609,126
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,104,551$1,104,551
Part IX · Statement of functional expenses $1,016,242 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $654,800$654,800
IX-2 Grants to domestic individualsPrograms $226,149$226,149
IX-11b Legal feesManagement $3,200$3,200
IX-11f Investment management feesManagement $131,888$131,888
IX-13 Office expensesManagement $205$205
IX-25 Total functional expensesPrograms $880,949 · Management $135,293 · Fundraising $0$1,016,242
Part X · Balance sheet $19,801,581 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $165,015$160,008
X-11 Publicly traded securitiesStart of year $16,484,671$17,604,006
X-12 Other securitiesStart of year $2,202,722$2,037,567
X-16 Total assetsStart of year $18,852,408$19,801,581
X-25 Other liabilitiesStart of year $7,653$4,000
X-26 Total liabilitiesStart of year $7,653$4,000
X-27 Net assets without donor restrictionsStart of year $2,049,657$2,423,532
X-28 Net assets with donor restrictionsStart of year $16,795,098$17,374,049
X-32 Total net assets or fund balancesStart of year $18,844,755$19,797,581
X-33 Total liabilities and net assetsStart of year $18,852,408$19,801,581
Part XI · Reconciliation of net assets $19,797,581 net assets at year end
XI-1 Total revenue$1,104,551
XI-2 Total expenses$1,016,242
XI-3 Revenue less expenses$88,309
XI-4 Net assets at start of year$18,844,755
XI-5 Net unrealized gains (losses) on investments$864,517
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,797,581

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.