Civic Intelligence

Innovative Changes

990 • Fiscal year 2018 • EIN 80-0516996

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileWWW.INNOVATIVECHANGES.ORG
2027 Lloyd CenterPortland, OR 97232

(503) 249-5205

Siviq Scores

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

Liabilities / Assets

94th percentile

0.91x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

1.78x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$49,810

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$437,626

Up $41,038 (+10%) from 2017

Net Assets

Down

$39,765

Down $79,658 (-67%) from 2017

Liabilities

Up

$397,861

Up $120,696 (+44%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin11th percentile

Revenue

Down

$223,938

Down $6,571 (-2.9%) from 2017

Expenses

Down

$303,596

Down $142,707 (-32%) from 2017

Net Income

Up

-$79,658

Up $136,136 (+63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0-$200KAssets 2011: $355,963Liabilities 2011: $113,717Net Assets 2011: $242,2462011Assets 2012: $413,795Liabilities 2012: $205,523Net Assets 2012: $208,2722012Assets 2013: $461,364Liabilities 2013: $94,773Net Assets 2013: $366,5912013Assets 2015: $403,166Liabilities 2015: $67,722Net Assets 2015: $335,4442015Assets 2017: $396,588Liabilities 2017: $277,165Net Assets 2017: $119,4232017Assets 2018: $437,626Liabilities 2018: $397,861Net Assets 2018: $39,7652018Assets 2019: $517,718Liabilities 2019: $586,859Net Assets 2019: -$69,1412019Assets 2020: $367,695Liabilities 2020: $545,711Net Assets 2020: -$178,0162020

Highlighted filing

2018

Assets$437,626
Liabilities$397,861
Net Assets$39,765
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $213,4812011Expenses 2012: $274,1712012Expenses 2013: $320,3042013Revenue 2015: $469,457Expenses 2015: $365,606Net Income 2015: $103,8512015Revenue 2017: $230,509Expenses 2017: $446,303Net Income 2017: -$215,7942017Revenue 2018: $223,938Expenses 2018: $303,596Net Income 2018: -$79,6582018Revenue 2019: $156,392Expenses 2019: $264,975Net Income 2019: -$108,5832019Revenue 2020: $135,591Expenses 2020: $245,092Net Income 2020: -$109,5012020

Highlighted filing

2018

Revenue$223,938
Expenses$303,596
Net Income-$79,658
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$223,938
Mission and Program Overview

Mission

Our mission is to help people build their long-term financial health. Our vision is a society where all people have access to safe, affordable financial products and services and the ability to use them well. Our guiding principles work to advance economic justice for those disenfranchised and excluded by the mainstream financial services sector, celebrate the diverse cultures of our communities by implementing culturally responsive programming and we commit to building a strong, financially sustainable organization.

Innovative changes helps people build their long term financial health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$200,913$371,838▲ $170,925
Other Notes and Loans Receivable, Net$65,854$48,421▼ $17,433
Savings and Temporary Cash Investments$110,598$9,996▼ $100,602
Prepaid Expenses and Deferred Charges$6,933$6,257▼ $676
Land, Buildings, and Equipment, Net$1,861$0▼ $1,861
Accounts Receivable$10,429$1,114▼ $9,315
Total Assets$396,588$437,626▲ $41,038
Liabilities
Deferred Revenue$250,976$238,156▼ $12,820
Accounts Payable and Accrued Expenses$3,381$147,651▲ $144,270
Other Liabilities$22,808$12,054▼ $10,754
Total Liabilities$277,165$397,861▲ $120,696
Net Assets / Fund Balance
Permanently Rstr Net Assets-$51,287-
Temporarily Rstr Net Assets$177,846$25,000▼ $152,846
Unrestricted Net Assets$-58,423$-36,522▲ $21,901
Total Net Assets Fund Balance$119,423$39,765▼ $79,658
Total Liabilities and Net Assets / Fund Balance$396,588$437,626▲ $41,038

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$14,555$14,555
Equipment$0$10,911$10,911
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cynthia WinterInterim Director (jul 17-may 18)PT$49,810$49,810

Board Members and Trustees

NameTitle
Kevork IsikbayPresident (beg May18)
Rosanne MarmorPresident (jul17-may18)
Ian GallowayDirector (beg May18)
Josh SledgeDirector (beg May18)
David FosterDirector (jul17-may18)
Felicia Tripp-folsomDirector (jul17-may18)
Kevork IsikbayDirector (jul17-may18)
Kim ReadDirector (jul17-may18)
Sarah ChenvenDirector (jul17-may18)
Peter HainleyExecutive Director (beg May18)
Sarah ChenvenSecretary (beg May18)
Steve PagenstecherTreasurer (beg May18)
Amy YoungfleshTreasurer (jul17-may18)
Revenue and Support

Revenue Composition

Contributions and Grants
$172,765
Program Service Revenue
$50,297
Investment Income
$1
Other Revenue
$875
All Other Contributions
$172,765
Change in Net Assets
$-79,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$253,483
Salaries, Compensation, and Employee Benefits$50,113
Total Fundraising Expense$19,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$29,929$3,775$2,427$36,131
Current Officers, Directors, Trustees, and Key Employees$19,724$2,486$1,600$23,810
Other Salaries and Wages$15,300$1,929$1,241$18,470
Fees for Services Other$9,112$1,149$739$11,000
Office Expenses$7,143$1,020$656$8,819
Fees for Services Legal$5,776$729$468$6,973
Other Employee Benefits$3,435$433$278$4,146
Payroll Taxes$2,779$350$225$3,354
Travel$3,207--$3,207
Other Expenses$2,106$266$171$2,543
Insurance$1,726$218$140$2,084
Depreciation Depletion$1,542$194$125$1,861
Fees for Services Accounting$1,491$188$121$1,800
Advertising$943--$943
Pension Plan Contributions$276$35$22$333
Total Functional Expenses$254,267$30,025$19,304$303,596
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Security Holdback$12,054
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 1

“Casa of oregon and innovative changes are partners under letter of governance.”

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

“The treasurer and the executive director review it before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The policy is reviewed annually with all members of the board of directors and the executive director.”

Form 990, Part VI, Section B, Line 15

“The compensation for the executive director was determined by the board of directors as part of his/her performance review along with use of camparability data.”

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.”

Filing and Contact Details

Filer

Filer Name
Innovative Changes
EIN
80-0516996
Phone
5032495205
Address
2027 LLOYD CENTER, PORTLAND, OR 97232

Signing Officer

Name
Peter Hainley
Title
Executive Director
Phone
5032495205
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Hainley
Formed
2009
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
11
Volunteers
70

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process for financial statement oversight has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The organization follows the provisions of fasb asc topic accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

Raw XML AppendixShowing 400 of 501 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/ActivityOrMissionDesc0INNOVATIVE CHANGES HELPS PEOPLE BUILD THEIR LONG TERM FINANCIAL HEALTH.
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IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERIM DIRECTOR (JUL 17-MAY 18)
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IRS990/MissionDesc0OUR MISSION IS TO HELP PEOPLE BUILD THEIR LONG-TERM FINANCIAL HEALTH. OUR VISION IS A SOCIETY WHERE ALL PEOPLE HAVE ACCESS TO SAFE, AFFORDABLE FINANCIAL PRODUCTS AND SERVICES AND THE ABILITY TO USE THEM WELL. OUR GUIDING PRINCIPLES WORK TO ADVANCE ECONOMIC JUSTICE FOR THOSE DISENFRANCHISED AND EXCLUDED BY THE MAINSTREAM FINANCIAL SERVICES SECTOR, CELEBRATE THE DIVERSE CULTURES OF OUR COMMUNITIES BY IMPLEMENTING CULTURALLY RESPONSIVE PROGRAMMING AND WE COMMIT TO BUILDING A STRONG, FINANCIALLY SUSTAINABLE ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0119423
IRS990/NetAssetsOrFundBalancesEOYAmt039765
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02427
IRS990/OccupancyGrp/ManagementAndGeneralAmt03775
IRS990/OccupancyGrp/ProgramServicesAmt029929
IRS990/OccupancyGrp/TotalAmt036131
IRS990/OfficeExpensesGrp/FundraisingAmt0656
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01020
IRS990/OfficeExpensesGrp/ProgramServicesAmt07143
IRS990/OfficeExpensesGrp/TotalAmt08819
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0278
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0433
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03435
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04146
IRS990/OtherExpensesGrp/Desc0CASA CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt011091
IRS990/OtherExpensesGrp/FundraisingAmt1171
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017253
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1266
IRS990/OtherExpensesGrp/ProgramServicesAmt0136789
IRS990/OtherExpensesGrp/ProgramServicesAmt19435
IRS990/OtherExpensesGrp/ProgramServicesAmt23554
IRS990/OtherExpensesGrp/ProgramServicesAmt32106
IRS990/OtherExpensesGrp/TotalAmt0165133
IRS990/OtherExpensesGrp/TotalAmt19435
IRS990/OtherExpensesGrp/TotalAmt23554
IRS990/OtherExpensesGrp/TotalAmt32543
IRS990/OtherLiabilitiesGrp/BOYAmt022808
IRS990/OtherLiabilitiesGrp/EOYAmt012054
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0875
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0875
IRS990/OtherRevenueTotalAmt0875
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01241
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01929
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015300
IRS990/OtherSalariesAndWagesGrp/TotalAmt018470
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt065854
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt048421
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0225
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0350
IRS990/PayrollTaxesGrp/ProgramServicesAmt02779
IRS990/PayrollTaxesGrp/TotalAmt03354
IRS990/PensionPlanContributionsGrp/FundraisingAmt022
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0276
IRS990/PensionPlanContributionsGrp/TotalAmt0333
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt051287
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06933
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06257
IRS990/PrincipalOfficerNm0PETER HAINLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/BusinessCd2522291
IRS990/ProgramServiceRevenueGrp/Desc0IDA PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc2LOAN FEES AND INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113695
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210537
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210537
IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL EDUCATION - INNOVATIVE CHANGES PROVIDES PRACTICAL, COMPREHENSIVE, ONE-ON-ONE COACHING, FINANCIAL EDUCATION, ASSET BUILDING AND CREDIT BUILDING WORKSHOPS THAT ADDRESS COMMON ROOT CAUSES OF FINANCIAL CHALLENGES AND TEACH BASIC HOUSEHOLD FINANCIAL MANAGEMENT. OUR PROGRAM TARGETS LOW-INCOME INDIVIDUALS AND PEOPLE OF COLOR;65% OF PARTICIPANTS ARE WOMEN AND 65% REPRESENT COMMUNITIES OF COLOR. IN FISCAL YEAR 2018 WE HELPED 1100 ADULTS AND YOUTH MAKE REAL BEHAVIOR CHANGE IN THEIR FINANCIAL CAPABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0106267
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt013695
IRS990/ProgSrvcAccomActy3Grp/Desc0CREDIT BUILDING - INNOVATIVE CHANGES HELPED OVER 552 CLIENTS TAKE CONTROL OF THEIR CREDIT AND BUILD STRONG CREDIT SCORES TO INCREASE THEIR ACCESS TO WELL-PRICED ASSET-BUILDING CREDIT, SUCH AS HOME MORTGAGES, SMALL BUSINESS LOANS AND HIGHER EDUCATION LOANS. OUR COACHING AND CREDIT BUILDER LOANS HELP PEOPLE WITH NO CREDIT SCORE ESTABLISH A SOLID BASIS FOR RESPONSIBLE BORROWING, AND THEY AVERAGE A SCORE OF 666 AFTER ONE YEAR WITH US. IF A BORROWER HAS A LOW SCORE WHEN THEY START WITH US, THE AVERAGE SCORE INCREASE OVER ONE YEAR IS 27 POINTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt057978
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ASSET BUILDING - THE OREGON INDIVIDUAL DEVELOPMENT ACCOUNT INITIATIVE IS A MATCHED SAVINGS PROGRAM THAT LEVERAGES STATE FUNDS TO ENABLE INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES TO SAVE AND BUILD ASSETS AT AN ACCELERATED PACE WHILE DEVELOPING GOOD FINANCIAL HABITS. INNOVATIVE CHANGES OFFERS IDA'S FOR POST SECONDARY EDUCATION, EMPLOYMENT RELATED TRAINING OR EQUIPMENT AND RETIREMENT SAVINGS. WE HAVE 81 ACTIVE IDA SAVERS AND 159 PROGRAM GRADUATES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019548
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt026065
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0166842
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0235
IRS990/PYOtherExpensesAmt0124437
IRS990/PYOtherRevenueAmt02212
IRS990/PYProgramServiceRevenueAmt061220
IRS990/PYRevenuesLessExpensesAmt0-215794
IRS990/PYSalariesCompEmpBnftPaidAmt0321866
IRS990/PYTotalExpensesAmt0446303
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0230509
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-79658
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010537
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110598
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0172765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0166842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0339431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0394473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0130215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01203726
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01197
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0328126
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0875
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02212
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03087
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78300
IRS990ScheduleA/PublicSupportPY170Pct00.76770
IRS990ScheduleA/PublicSupportTotal170Amt0945866
IRS990ScheduleA/SubstantialContributorsTotAmt0257860
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0172765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0166842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0339431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0394473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0130215
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01203726
IRS990ScheduleA/TotalSupportAmt01208010
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010911
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014555
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014555
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN SECURITY HOLDBACK
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt012054
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASA OF OREGON AND INNOVATIVE CHANGES ARE PARTNERS UNDER LETTER OF GOVERNANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER AND THE EXECUTIVE DIRECTOR REVIEW IT BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED ANNUALLY WITH ALL MEMBERS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF DIRECTORS AS PART OF HIS/HER PERFORMANCE REVIEW ALONG WITH USE OF CAMPARABILITY DATA.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,626
Liabilities
$397,861
Net assets
$39,765
Revenue
$223,938
Expenses
$303,596
Net income
-$79,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$5.46$1.78$1.36$2.45$1.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$5.87$0.69$1.56$2.65$1.09
2018Detailed filing. Detailed filing data is available for this year.$4.38$3.98$0.40$2.24$3.04$0.80
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$2.77$1.19$2.31$4.46$2.16
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.68$3.35$4.69$3.66$1.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.95$3.67$3.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$2.06$2.08$2.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$1.14$2.42$2.13
Peer Organizations

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