Civic Intelligence

Creating Housing Coaltion

990 • Fiscal year 2023 • EIN 83-4627390

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 04, 2024

PO Box 892Albany, OR 97322

(915) 999-3024

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

98th percentile

259%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

720%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,906,421

Up $2,818,030 (+259%) from 2022

Net Assets

Up

$3,906,421

Up $2,820,988 (+260%) from 2022

Liabilities

Down

$0

Down $2,958 (-100%) from 2022

Revenue

Up

$3,026,533

Up $2,657,332 (+720%) from 2022

Expenses

Up

$205,545

Up $153,399 (+294%) from 2022

Net Income

Up

$2,820,988

Up $2,503,933 (+790%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $44,547Net Assets 2020: $44,5472020Assets 2021: $768,617Liabilities 2021: $239Net Assets 2021: $768,3782021Assets 2022: $1,088,391Liabilities 2022: $2,958Net Assets 2022: $1,085,4332022Assets 2023: $3,906,421Liabilities 2023: $0Net Assets 2023: $3,906,4212023Assets 2024: $6,624,898Liabilities 2024: $683,094Net Assets 2024: $5,941,8042024

Highlighted filing

2023

Assets$3,906,421
Liabilities$0
Net Assets$3,906,421

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $80,626Expenses 2020: $36,357Net Income 2020: $44,2692020Revenue 2021: $750,139Expenses 2021: $26,308Net Income 2021: $723,8312021Revenue 2022: $369,201Expenses 2022: $52,146Net Income 2022: $317,0552022Revenue 2023: $3,026,533Expenses 2023: $205,545Net Income 2023: $2,820,9882023Revenue 2024: $1,840,209Expenses 2024: $348,823Net Income 2024: $1,491,3862024

Highlighted filing

2023

Revenue$3,026,533
Expenses$205,545
Net Income$2,820,988
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 4, 2024
Return Version
2023v5.0
Gross Receipts
$3,026,832
Mission and Program Overview

Mission

To build safe, affordable, dignified housing for individuals facing homelessness in albany, oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$531,439$3,261,184▲ $2,729,745
Savings and Temporary Cash Investments$547,879$638,954▲ $91,075
Cash and Non-Interest-Bearing Accounts$8,928$6,138▼ $2,790
Inventories for Sale or Use$145$145→ $0
Total Assets$1,088,391$3,906,421▲ $2,818,030
Liabilities
Accounts Payable and Accrued Expenses$2,958--
Total Liabilities$2,958$0▼ $2,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$741,418$3,906,421▲ $3,165,003
Net Assets With Donor Restrictions$344,015--
Total Net Assets Fund Balance$1,085,433$3,906,421▲ $2,820,988
Total Liabilities and Net Assets / Fund Balance$1,088,391$3,906,421▲ $2,818,030

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,261,184-$3,261,184
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stacey BartholomewPresident
Alan ShattuckDirector
Aranea PushDirector
Betsy GordonDirector
Gary GobyDirector
Lawrence EbyDirector
Mark VidalDirector
Nancy FletcherDirector
Rob DibbleDirector
Tessa GreenDirector
William RootDirector
Danielle HutchinsonCurr Vice Pr
Laura KadelbachSecretary
Carmen MoodyTreasurer
Carol DaviesVice-pres Th
Revenue and Support

Revenue Composition

Contributions and Grants
$3,017,892
Program Service Revenue
$0
Investment Income
$8,940
Other Revenue
$-299
All Other Contributions
$746,727
Change in Net Assets
$2,820,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,338
Salaries, Compensation, and Employee Benefits$56,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,127$8,317-$55,444
Fees for Services Other$15,625$15,625-$31,250
Insurance$9,192$3,382-$12,574
Occupancy$4,983--$4,983
Conferences and Meetings$4,875--$4,875
Travel$4,291--$4,291
Office Expenses$2,086$1,126-$3,212
Fees for Services Accounting-$2,907-$2,907
Information Technology$1,556--$1,556
Payroll Taxes$649$114-$763
Other Expenses$1,473$305-$305
Advertising-$149-$149
Total Functional Expenses$173,620$31,925$0$205,545
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$299
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

The 990 will be reviewed by the board before filing.

Form 990, Page 6, Part VI, Line 12C

All transactions involving conflicts of interest must be approved using the following procedures: 1. Conflict of interest transactions must be approved by the full board. 2. Directors and officers who have a conflict of interest in any matter must: a. Declare the existance of any direct or indirect conflict of interest b. Disclose the details of the proposed transaction on the record c. Abstain from voting on the matter d. Leave the room where the vote is to take place until the votes are counted. 3. The rest of the board must analyze the transaction to ensure that all transactions involving a conflict of interest are fair to the corporation ant that no special benefits are being given to any person. 4. All conflicts of interest transactions must be approved by the majority of all of the members of the board of directors who do not have a conflict as long as no less than two disinterested directors vote to approve the transaction.

Form 990, Page 6, Part VI, Line 15A

The board of directors oversees and evaluates the performance of the executive director on a periodic basis and determines compensation if compensated.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Creating Housing Coalition
EIN
83-4627390
Phone
9159993024
Address
PO BOX 892, ALBANY, OR 97322

Signing Officer

Name
Danielle Hutchinson
Title
Curr Vice President
Phone
9159993024
Signed
2024-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Bartholomew
Formed
2019
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
30

Preparer

Firm
Wicks Emmett Llp
Address
358 NE WINCHESTER ST - PO BOX 2350, ROSEBURG, OR 97470-3327
Preparer
Erica J Aitken
Phone
5416734423
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

To provide housing: in february of 2022, we entered into a purchase agreement for the property at 241 waverly dr. Se albany, or after many months of negotiations and assessments, etc. We then proceeded to hire and support the needs of dominion consulting for the environmental review (er) required for two of our funding providers. We then cleared brush from the site, put erosion control measures in place and engaged a fencing company to provide fencing for the front of the property. While we waited for the environmental review, we also did some clearing of the property in terms of asbestos abatement and identification of lead paint. This allowed us to contract with our local collection agency for dump fees. We found a demolition contractor to remove the house once we had the all clear from the er. We also worked to develop the plans for the site and engaged a local engineering firm and licensed architect to help complete those requirements for the planned development and prepare the site. During the summer, we organized and staged a fundraiser that was extremely successful allowing us to show the large community support for this project. In addition, throughout the year, we made presentations to various organizations about the project.

Form 990, Page 2, Part III, Line 4B

Coat: coat is a collaborative initiative whose focus is on providing assistance to community members in linn and benton counties and the 1-5 santiam rest area in marion county who are experiencing homelessness or who are housingunstable. Joining together with c.h.a.n.c.e., a 100% peer-run nonprofit organization, and community services consortium, the community action agency for linn, benton, and lincoln counties, coat provides assistance and outreach to those in need. Coat works closely with the other service agencies in albany, connecting community members to needed services. We offer intensive case management for individuals who need assistance obtaining services. Clients include highly vulnerable individuals considered extremely low to low income as measured by hud ami, often with chronic physical and mental health disorders, who are experiencing housing, food, and income insecurity. Much of this extremely vulnerable population includes the elderly and people with disabilities who find themselves without housing for the first time in their lives. Most people we see have either no or very limited knowledge of the services available to them. We facilitate access and referral to housing supports and offer intensive case management. Coat has been able to assist over 400 unduplicated clients in 2022.

Form 990, Part IX, Line 11G

Contract labor & professional 15,625 15,625 0

Form 990, Page 12, Part XII, Line 3B

The organization has retained auditors to perform the single audit for 2023, however, due to time limitations by the auditors, they will be unable to complete the audit during 2024. The audit is anticipated to be complete in 2025.

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IRS990/MissionDesc0TO BUILD SAFE, AFFORDABLE, DIGNIFIED HOUSING FOR INDIVIDUALS FACING HOMELESSNESS IN ALBANY, OREGON.
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IRS990/PrincipalOfficerNm0STACEY BARTHOLOMEW
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IRS990/ProgSrvcAccomActy2Grp/Desc0COAT: COAT IS A COLLABORATIVE INITIATIVE WHOSE FOCUS IS ON PROVIDING ASSISTANCE TO COMMUNITY MEMBERS IN LINN AND BENTON COUNTIES AND THE 1-5 SANTIAM REST AREA IN MARION COUNTY WHO ARE EXPERIENCING HOMELESSNESS OR WHO ARE HOUSINGUNSTABLE. JOINING TOGETHER WITH C.H.A.N.C.E., A 100% PEER-RUN NONPROFIT ORGANIZATION, AND COMMUNITY SERVICES CONSORTIUM, THE COMMUNITY ACTION AGENCY FOR LINN, BENTON, AND LINCOLN COUNTIES, COAT PROVIDES ASSISTANCE AND OUTREACH TO THOSE IN NEED. COAT WORKS CLOSELY WITH THE OTHER SERVICE AGENCIES IN ALBANY, CONNECTING COMMUNITY MEMBERS TO NEEDED SERVICES. WE OFFER INTENSIVE CASE MANAGEMENT FOR INDIVIDUALS WHO NEED ASSISTANCE OBTAINING SERVICES. CLIENTS INCLUDE HIGHLY VULNERABLE INDIVIDUALS CONSIDERED EXTREMELY LOW TO LOW INCOME AS MEASURED BY HUD AMI, OFTEN WITH CHRONIC PHYSICAL AND MENTAL HEALTH DISORDERS, WHO ARE EXPERIENCING HOUSING, FOOD, AND INCOME INSECURITY. MUCH OF THIS EXTREMELY VULNERABLE POPULATION INCLUDES THE ELDERLY AND PEOPLE WITH DISABILITIES WHO FIND THEMSELVES WITHOUT HOUSING FOR THE FIRST TIME IN THEIR LIVES. MOST PEOPLE WE SEE HAVE EITHER NO OR VERY LIMITED KNOWLEDGE OF THE SERVICES AVAILABLE TO THEM. WE FACILITATE ACCESS AND REFERRAL TO HOUSING SUPPORTS AND OFFER INTENSIVE CASE MANAGEMENT. COAT HAS BEEN ABLE TO ASSIST OVER 400 UNDUPLICATED CLIENTS IN 2022.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HOUSING: IN FEBRUARY OF 2022, WE ENTERED INTO A PURCHASE AGREEMENT FOR THE PROPERTY AT 241 WAVERLY DR. SE ALBANY, OR AFTER MANY MONTHS OF NEGOTIATIONS AND ASSESSMENTS, ETC. WE THEN PROCEEDED TO HIRE AND SUPPORT THE NEEDS OF DOMINION CONSULTING FOR THE ENVIRONMENTAL REVIEW (ER) REQUIRED FOR TWO OF OUR FUNDING PROVIDERS. WE THEN CLEARED BRUSH FROM THE SITE, PUT EROSION CONTROL MEASURES IN PLACE AND ENGAGED A FENCING COMPANY TO PROVIDE FENCING FOR THE FRONT OF THE PROPERTY. WHILE WE WAITED FOR THE ENVIRONMENTAL REVIEW, WE ALSO DID SOME CLEARING OF THE PROPERTY IN TERMS OF ASBESTOS ABATEMENT AND IDENTIFICATION OF LEAD PAINT. THIS ALLOWED US TO CONTRACT WITH OUR LOCAL COLLECTION AGENCY FOR DUMP FEES. WE FOUND A DEMOLITION CONTRACTOR TO REMOVE THE HOUSE ONCE WE HAD THE ALL CLEAR FROM THE ER. WE ALSO WORKED TO DEVELOP THE PLANS FOR THE SITE AND ENGAGED A LOCAL ENGINEERING FIRM AND LICENSED ARCHITECT TO HELP COMPLETE THOSE REQUIREMENTS FOR THE PLANNED DEVELOPMENT AND PREPARE THE SITE. DURING THE SUMMER, WE ORGANIZED AND STAGED A FUNDRAISER THAT WAS EXTREMELY SUCCESSFUL ALLOWING US TO SHOW THE LARGE COMMUNITY SUPPORT FOR THIS PROJECT. IN ADDITION, THROUGHOUT THE YEAR, WE MADE PRESENTATIONS TO VARIOUS ORGANIZATIONS ABOUT THE PROJECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COAT: COAT IS A COLLABORATIVE INITIATIVE WHOSE FOCUS IS ON PROVIDING ASSISTANCE TO COMMUNITY MEMBERS IN LINN AND BENTON COUNTIES AND THE 1-5 SANTIAM REST AREA IN MARION COUNTY WHO ARE EXPERIENCING HOMELESSNESS OR WHO ARE HOUSINGUNSTABLE. JOINING TOGETHER WITH C.H.A.N.C.E., A 100% PEER-RUN NONPROFIT ORGANIZATION, AND COMMUNITY SERVICES CONSORTIUM, THE COMMUNITY ACTION AGENCY FOR LINN, BENTON, AND LINCOLN COUNTIES, COAT PROVIDES ASSISTANCE AND OUTREACH TO THOSE IN NEED. COAT WORKS CLOSELY WITH THE OTHER SERVICE AGENCIES IN ALBANY, CONNECTING COMMUNITY MEMBERS TO NEEDED SERVICES. WE OFFER INTENSIVE CASE MANAGEMENT FOR INDIVIDUALS WHO NEED ASSISTANCE OBTAINING SERVICES. CLIENTS INCLUDE HIGHLY VULNERABLE INDIVIDUALS CONSIDERED EXTREMELY LOW TO LOW INCOME AS MEASURED BY HUD AMI, OFTEN WITH CHRONIC PHYSICAL AND MENTAL HEALTH DISORDERS, WHO ARE EXPERIENCING HOUSING, FOOD, AND INCOME INSECURITY. MUCH OF THIS EXTREMELY VULNERABLE POPULATION INCLUDES THE ELDERLY AND PEOPLE WITH DISABILITIES WHO FIND THEMSELVES WITHOUT HOUSING FOR THE FIRST TIME IN THEIR LIVES. MOST PEOPLE WE SEE HAVE EITHER NO OR VERY LIMITED KNOWLEDGE OF THE SERVICES AVAILABLE TO THEM. WE FACILITATE ACCESS AND REFERRAL TO HOUSING SUPPORTS AND OFFER INTENSIVE CASE MANAGEMENT. COAT HAS BEEN ABLE TO ASSIST OVER 400 UNDUPLICATED CLIENTS IN 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE REVIEWED BY THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TRANSACTIONS INVOLVING CONFLICTS OF INTEREST MUST BE APPROVED USING THE FOLLOWING PROCEDURES: 1. CONFLICT OF INTEREST TRANSACTIONS MUST BE APPROVED BY THE FULL BOARD. 2. DIRECTORS AND OFFICERS WHO HAVE A CONFLICT OF INTEREST IN ANY MATTER MUST: A. DECLARE THE EXISTANCE OF ANY DIRECT OR INDIRECT CONFLICT OF INTEREST B. DISCLOSE THE DETAILS OF THE PROPOSED TRANSACTION ON THE RECORD C. ABSTAIN FROM VOTING ON THE MATTER D. LEAVE THE ROOM WHERE THE VOTE IS TO TAKE PLACE UNTIL THE VOTES ARE COUNTED. 3. THE REST OF THE BOARD MUST ANALYZE THE TRANSACTION TO ENSURE THAT ALL TRANSACTIONS INVOLVING A CONFLICT OF INTEREST ARE FAIR TO THE CORPORATION ANT THAT NO SPECIAL BENEFITS ARE BEING GIVEN TO ANY PERSON. 4. ALL CONFLICTS OF INTEREST TRANSACTIONS MUST BE APPROVED BY THE MAJORITY OF ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS WHO DO NOT HAVE A CONFLICT AS LONG AS NO LESS THAN TWO DISINTERESTED DIRECTORS VOTE TO APPROVE THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS OVERSEES AND EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ON A PERIODIC BASIS AND DETERMINES COMPENSATION IF COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACT LABOR & PROFESSIONAL 15,625 15,625 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION HAS RETAINED AUDITORS TO PERFORM THE SINGLE AUDIT FOR 2023, HOWEVER, DUE TO TIME LIMITATIONS BY THE AUDITORS, THEY WILL BE UNABLE TO COMPLETE THE AUDIT DURING 2024. THE AUDIT IS ANTICIPATED TO BE COMPLETE IN 2025.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 12, PART XII, LINE 3B
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE HUTCHINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURR VICE PRESIDENT

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