Civic Intelligence

United Methodist Retirement Center

EIN 93-0399048 • 501(c)3 • Keizer, OR

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Profile

Enable a life-affirming community by providing high quality housing and support services through end of life in an atmosphere where residents and staff become an extension of family and each persons dignity, worth and choice are respected

4056 River Rd NKeizer, OR 97303

www.umrcsalem.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $610,933 (-100%) from 2020

Liabilities

Down

$0

Down $1,607,681 (-100%) from 2020

Net Assets

Up

$0

Up $996,748 (+100%) from 2020

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Down

$1,122,063

Down $1,112,073 (-50%) from 2020

Expenses

Down

$100,751

Down $2,437,023 (-96%) from 2020

Net Income

Up

$1,021,312

Up $1,324,950 (+436%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $1,404,190Liabilities 2010: $1,420,683Net Assets 2010: -$16,4932010Assets 2011: $1,212,320Liabilities 2011: $1,551,392Net Assets 2011: -$339,0722011Assets 2012: $921,056Liabilities 2012: $1,654,169Net Assets 2012: -$733,1132012Assets 2013: $840,622Liabilities 2013: $1,664,802Net Assets 2013: -$824,1802013Assets 2014: $938,118Liabilities 2014: $1,873,851Net Assets 2014: -$935,7332014Assets 2015: $941,753Liabilities 2015: $1,884,608Net Assets 2015: -$942,8552015Assets 2016: $984,916Liabilities 2016: $2,028,473Net Assets 2016: -$1,043,5572016Assets 2017: $908,002Liabilities 2017: $1,985,359Net Assets 2017: -$1,077,3572017Assets 2018: $858,404Liabilities 2018: $1,763,464Net Assets 2018: -$905,0602018Assets 2019: $822,320Liabilities 2019: $1,515,430Net Assets 2019: -$693,1102019Assets 2020: $610,933Liabilities 2020: $1,607,681Net Assets 2020: -$996,7482020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,230,1572010Expenses 2011: $2,177,1292011Revenue 2012: $1,968,778Expenses 2012: $2,132,840Net Income 2012: -$164,0622012Revenue 2013: $2,427,050Expenses 2013: $2,482,963Net Income 2013: -$55,9132013Revenue 2014: $2,422,494Expenses 2014: $2,448,130Net Income 2014: -$25,6362014Revenue 2015: $2,131,982Expenses 2015: $2,139,104Net Income 2015: -$7,1222015Revenue 2016: $2,012,982Expenses 2016: $2,113,684Net Income 2016: -$100,7022016Revenue 2017: $2,477,011Expenses 2017: $2,510,811Net Income 2017: -$33,8002017Revenue 2018: $2,625,612Expenses 2018: $2,453,315Net Income 2018: $172,2972018Revenue 2019: $2,889,864Expenses 2019: $2,677,914Net Income 2019: $211,9502019Revenue 2020: $2,234,136Expenses 2020: $2,537,774Net Income 2020: -$303,6382020Revenue 2021: $1,122,063Expenses 2021: $100,751Net Income 2021: $1,021,3122021

Highlighted filing

2021

Revenue$1,122,063
Expenses$100,751
Net Income$1,021,312
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,122,063
Expenses
$100,751
Net income
$1,021,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.12$0.10$1.02
2020Detailed filing. Detailed filing data is available for this year.$0.61$1.61$1.00$2.23$2.54$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.82$1.52$0.69$2.89$2.68$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.86$1.76$0.91$2.63$2.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.91$1.99$1.08$2.48$2.51$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.98$2.03$1.04$2.01$2.11$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.94$1.88$0.94$2.13$2.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.94$1.87$0.94$2.42$2.45$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.84$1.66$0.82$2.43$2.48$0.06
2012Summary only. Only limited summary data is available for this year.$0.92$1.65$0.73$1.97$2.13$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.55$0.34$2.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.42$0.02$2.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 2, 2022
Return Version
2021v4.1
Gross Receipts
$1,122,063
Mission and Program Overview

Mission

Enable a life-affirming community by providing high quality housing and support services through end of life in an atmosphere where residents and staff become an extension of family and each person's dignity, worth and choice are respected.

Enable a life-affirming community by providing high quality housing and support services through end of life in an atmosphere where residents and staff become an extension of family and each persons dignity, worth and choice are respected

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$478,650--
Accounts Receivable$52,464--
Cash and Non-Interest-Bearing Accounts$50,652--
Prepaid Expenses and Deferred Charges$14,519--
Inventories for Sale or Use$8,754--
Intangible Assets$5,894--
Total Assets$610,933$0▼ $610,933
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,024,816--
Accounts Payable and Accrued Expenses$576,656--
Deferred Revenue$6,209--
Total Liabilities$1,607,681$0▼ $1,607,681
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-996,748--
Total Net Assets Fund Balance$-996,748$0▲ $996,748
Total Liabilities and Net Assets / Fund Balance$610,933$0▼ $610,933

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$159,086$1,375,275$1,534,361
Equipment$122,303$529,680$651,983
Land$175,256-$175,256
Other Land Buildings$22,005$89,840$111,845
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
James HookChair
Becky BeamanDirector
Bruce GilbertsonDirector
Christopher HamiltonDirector
Nadine GilmoreDirector
Annette HatleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$591
Investment Income
$1,121,472
Other Revenue
$0
Change in Net Assets
$1,021,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$45,000--$45,000
Insurance$11,785--$11,785
Other Expenses$7,193--$7,193
Fees for Services Legal$4,454--$4,454
Total Functional Expenses$100,751$0$0$100,751
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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 governing body review Part VI line 11

“The board chair and treasurer review the return before it is signed and filed. At that time, a copy is provided to the finance committee members and any additional board members that request a copy.”

Conflict of interest policy compliance Part VI line 12C

“Before entering into a transaction that may contain a conflict of interest, the david carr memorial fund board of directors requires each board member or officer to disclose that transaction. The boards personnel committee considers each disclosure and takes the appropriate action to bring the organization into compliance with the code of ethics. In addition, each board member and officer is required to annually complete a conflict of interest questionnaire and return it to the president of the board.”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
David Carr Memorial Fund
EIN
93-0399048
Address
4056 RIVER RD N, KEIZER, OR 97303

Signing Officer

Name
Annette K Hatley
Title
Treasurer
Phone
5034638766
Signed
2022-02-02
Discuss with paid preparer
No

Organization Details

Formed
1909
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Annette K Hatley CPA Pc
Address
4056 RIVER ROAD N, Salem, OR 97303
Preparer
Annette K Hatley
Phone
5034638766
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Assets distributed on dissolution”

Raw XML Appendix356 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CHAIR AND TREASURER REVIEW THE RETURN BEFORE IT IS SIGNED AND FILED. AT THAT TIME, A COPY IS PROVIDED TO THE FINANCE COMMITTEE MEMBERS AND ANY ADDITIONAL BOARD MEMBERS THAT REQUEST A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE ENTERING INTO A TRANSACTION THAT MAY CONTAIN A CONFLICT OF INTEREST, THE DAVID CARR MEMORIAL FUND BOARD OF DIRECTORS REQUIRES EACH BOARD MEMBER OR OFFICER TO DISCLOSE THAT TRANSACTION. THE BOARDS PERSONNEL COMMITTEE CONSIDERS EACH DISCLOSURE AND TAKES THE APPROPRIATE ACTION TO BRING THE ORGANIZATION INTO COMPLIANCE WITH THE CODE OF ETHICS. IN ADDITION, EACH BOARD MEMBER AND OFFICER IS REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND RETURN IT TO THE PRESIDENT OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSETS DISTRIBUTED ON DISSOLUTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID CARR MEMORIAL FUND
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANNETTE K HATLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04056 RIVER ROAD N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05034638766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNETTE K HATLEY
ReturnHeader/ReturnTs02022-01-26T12:16:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNETTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HATLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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