Civic Intelligence

Community Resource Trust

990 • Fiscal year 2017 • EIN 27-2773359

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

265 Commercial St SE Ste 270Salem, OR 97301

(503) 507-8248

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$65,833

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

266%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

274%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$703,011

Up $510,855 (+266%) from 2016

Net Assets

Up

$702,599

Up $510,443 (+266%) from 2016

Liabilities

Up

$412

Up $412 from 2016

Revenue

Up

$1,047,359

Up $767,070 (+274%) from 2016

Expenses

Up

$536,916

Up $448,410 (+507%) from 2016

Net Income

Up

$510,443

Up $318,660 (+166%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2016: $192,156Liabilities 2016: $0Net Assets 2016: $192,1562016Assets 2017: $703,011Liabilities 2017: $412Net Assets 2017: $702,5992017Assets 2018: $11,118,533Liabilities 2018: $353,653Net Assets 2018: $10,764,8802018Assets 2019: $11,477,940Liabilities 2019: $346,341Net Assets 2019: $11,131,5992019Assets 2020: $12,250,671Liabilities 2020: $345,178Net Assets 2020: $11,905,4932020Assets 2021: $12,473,150Liabilities 2021: $1,294,505Net Assets 2021: $11,178,6452021Assets 2022: $2,677,282Liabilities 2022: $528,190Net Assets 2022: $2,149,0922022Assets 2023: $2,508,156Liabilities 2023: $546,573Net Assets 2023: $1,961,5832023Assets 2024: $2,323,390Liabilities 2024: $587,720Net Assets 2024: $1,735,6702024

Highlighted filing

2017

Assets$703,011
Liabilities$412
Net Assets$702,599

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2016: $280,289Expenses 2016: $88,506Net Income 2016: $191,7832016Revenue 2017: $1,047,359Expenses 2017: $536,916Net Income 2017: $510,4432017Revenue 2018: $10,813,520Expenses 2018: $751,239Net Income 2018: $10,062,2812018Revenue 2019: $1,093,280Expenses 2019: $726,561Net Income 2019: $366,7192019Revenue 2020: $1,348,316Expenses 2020: $574,422Net Income 2020: $773,8942020Revenue 2021: $474,256Expenses 2021: $488,893Net Income 2021: -$14,6372021Revenue 2022: $276,790Expenses 2022: $301,887Net Income 2022: -$25,0972022Revenue 2023: $416,396Expenses 2023: $631,654Net Income 2023: -$215,2582023Revenue 2024: $105,012Expenses 2024: $369,838Net Income 2024: -$264,8262024

Highlighted filing

2017

Revenue$1,047,359
Expenses$536,916
Net Income$510,443
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,047,359
Mission and Program Overview

Mission

Primarily, this corporation is organized to achieve the objectives of reducing poverty through: pursing economic wellness; fostering low-income housing; providing structures in which charitable organizations are located; and promoting education in the State of Oregon.

The purpose of Community Resource Trust include activities to end hunger, alleviate human suffering, foster and develop low income and affordable housing, and promote educational programs in the state of Oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,156$703,011▲ $510,855
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$192,156$703,011▲ $510,855
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$412▲ $412
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$412▲ $412
Net Assets / Fund Balance
Unrestricted Net Assets$49,431$433,805▲ $384,374
Temporarily Rstr Net Assets$142,725$268,794▲ $126,069
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$192,156$702,599▲ $510,443
Total Liabilities and Net Assets / Fund Balance$192,156$703,011▲ $510,855
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beth HaysExecutive DirectorFT$65,833$65,833

Board Members and Trustees

NameTitle
Paul De MunizBoard Chair
Jason TokarskiDirector
Shaney StarrDirector
Chuck SwankTreasurer/Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,047,359
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$997,359
Change in Net Assets
$510,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$278,247
Salaries, Compensation, and Employee Benefits$228,171
Other Expenses$30,498
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$278,247--$278,247
Current Officers, Directors, Trustees, and Key Employees$144,339$48,113-$192,452
Payroll Taxes$14,578$4,266-$18,844
Other Salaries and Wages$16,875--$16,875
Advertising$11,729--$11,729
Occupancy$7,657$2,552-$10,209
Office Expenses$2,256$753-$3,009
Insurance$2,207$736-$2,943
Fees for Services Other$2,319$273$0$2,592
Fees for Services Legal$1,000--$1,000
Information Technology$750$250-$1,000
Fees for Services Accounting-$788-$788
Conferences and Meetings$684--$684
Other Expenses$85$0$0$85
Travel$-3,886--$-3,886
Total Functional Expenses$479,099$57,817$0$536,916
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salem-Keizer Public SchoolsSalem, ORGovernment Entity-$124,716
Family Building BlocksSalem, OR501(c)(3)-$32,000
Friends of Straub EnvironmentalSalem, OR501(c)(3)-$20,500
Marion-Polk Food ShareSalem, OR501(c)(3)-$16,000
Boys and Girls Club of SalemSalem, OR501(c)(3)-$15,000
Children's Educational TheatreSalem, OR501(c)(3)-$15,000
Salem-Keizer Coalition for EqualitySalem, OR501(c)(3)-$10,000
Willamette Heritage CenterSalem, OR501(c)(3)-$10,000
Bridgeway Recovery ServicesSalem, OR501(c)(3)-$9,000
Salem Leadership FoundationSalem, OR501(c)(3)-$9,000
Historic Elsinore TheatreSalem, OR501(c)(3)-$7,500
Geer Crest FarmSilverton, OR501(c)(3)-$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no board committees.

Form 990, Part VI, Section B, Line 11B

Reviewed at board meeting; obtain board approval.

Form 990, Part VI, Section B, Line 15

Utilized Guidestar salary survey and voted for Board approval.

Form 990, Part VI, Section C, Line 19

Upon request.

Filing and Contact Details

Filer

Filer Name
Community Resource Trust
EIN
27-2773359
Phone
5035078248
Address
265 Commercial St SE Ste 270, Salem, OR 97301

Signing Officer

Name
Beth Hays
Title
Executive Director/COO
Phone
5035078248
Signed
2017-11-13

Organization Details

Principal Officer
Beth Hays
Formed
2010
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
4
Raw XML AppendixShowing 400 of 509 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0796573
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01047359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0280289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01404289
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt01404289
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01047359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0280289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/Total509Grp/TotalAmt01404289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01047359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0280289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01404289
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt19000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt332000
IRS990ScheduleI/RecipientTable/CashGrantAmt420500
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/CashGrantAmt67500
IRS990ScheduleI/RecipientTable/CashGrantAmt716000
IRS990ScheduleI/RecipientTable/CashGrantAmt89000
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt10124716
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Boys and Girls Club of Salem
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Bridgeway Recovery Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Children's Educational Theatre
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Family Building Blocks
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Friends of Straub Environmental
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Geer Crest Farm
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Historic Elsinore Theatre
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Marion-Polk Food Share
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Salem Leadership Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Salem-Keizer Coalition for Equality
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Salem-Keizer Public Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Willamette Heritage Center
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01395 Summer St NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13325 Harold Dr NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2710 Howard St SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32425 Lancaster Dr NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 12363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 647
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6170 High St SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71660 Salem Industrial Dr NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO Box 7384
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9PO Box 4296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10PO Box 0000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111313 Mill St SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0Ste 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Silverton
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Salem
IRS990ScheduleI/RecipientTable/USAddress/CityNm11Salem
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11OR

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