Self Enhancement Foundation
- Assets
- $22.7m
- Revenue
- $2.7m
- Investments
- $3.3m
- Employees
- 0
- Location
- Portland, OR
- Founding
- 03/2002
- Data as of
- 06/2021
- EIN
- 93-1312090
Organization Overview
Self Enhancement Foundation is located in Portland, OR. The organization was established in 2002. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Self Enhancement Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT SELF ENHANCEMENT, INC. THROUGH MANAGEMENT OF ENDOWMENT FUNDS.
Describe the Organization's Program Activity:
CONTRIBUTION PAID TO AWARD SCHOLARSHIPS
CONTRIBUTION PAID TO SUPPORTED ORGANIZATION: SELF ENHANCEMENT, INC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steve Shepard Board Chair | OfficerTrustee | 0.3 | $0 |
David Lokting Secretary | OfficerTrustee | 0.3 | $0 |
Tony L Hopson Sr President & CEO | Officer | 2 | $0 |
Rukaiyah Adams Trustee | Trustee | 0.3 | $0 |
Wayne Monfries Trustee | Trustee | 0.3 | $0 |
Ellison Morgan Trustee | Trustee | 0.3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $533,630 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $2,213,878 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,747,508 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $738,800 |
| Grants and other assistance to domestic individuals. | $274,783 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $123,896 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $2,175 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $2,619 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,145,273 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $207,689 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $19,169,911 |
| Investments—other securities | $3,302,210 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $22,679,810 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $91,903 |
| Total liabilities | $91,903 |
| Net assets without donor restrictions | $1,898,917 |
| Net assets with donor restrictions | $20,688,990 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $22,679,810 |
Grants Awarded
Over the last fiscal year, Self Enhancement Foundation has awarded $4,971,958 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Portland, OR PURPOSE: GENERL OPERTATING SUPPORT | $4,931,958 |
Eugene, OR PURPOSE: SEI/UO SCHOLARSHIP FUND | $40,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Self Enhancement Foundation has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Jackson Foundation United States National Bank Of Oregon Trustee Milwaukee, WI PURPOSE: GENERAL OPERATING | $5,000 |
Endowment Analysis
| Beg. Balance | $14,992,584 |
| Earnings | $4,575,968 |
| Grants | $738,800 |
| Ending Balance | $18,829,752 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Neubauer Family Charitable Trust Mountain View, CA | $307,054,683 | $23,995,522 |
Donald B Tanklage And Carole F Tanklage Foundation Novato, CA | $0 | $160,782 |
Henry M Jackson Endowment Seattle, WA | $0 | $1,040,136 |
Pih Health Inc Whittier, CA | $139,222,706 | $19,647,393 |
The Polis Schutz Family Foundation San Diego, CA | $0 | $260,315 |
Tikun Olam Foundation Los Angeles, CA | $90,556,232 | $8,190,584 |
The Reddere Foundation CO Silicon Valley Community Foundation C/O Silicon Valley Community Foundation Mountain View, CA | $1,000 | $363,994 |
California State University Foundation Long Beach, CA | $50,863,822 | $7,787,647 |
Tsf Properties Seattle, WA | $7,170 | $6,678,409 |
Friends Of South Central Losangeles Regional Center For Develop Los Angeles, CA | $80,196,128 | $6,156,555 |
The James B Mcclatchy Foundation Sacramento, CA | $57,491,792 | $3,443,288 |
Bernard A Newcomb Foundation Mountain View, CA | $29 | $26,230 |