Civic Intelligence

United Methodist Retirement Center

990 • Fiscal year 2020 • EIN 93-0399048

Jan 01, 2020 to Dec 31, 2020 • Filed on May 31, 2021

Organization ProfileWWW.UMRCSALEM.ORG

View Organization Page

4056 River Rd NKeizer, OR 97303

(503) 463-8766

Siviq Scores

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

Liabilities / Assets

99th percentile

2.63x

Higher debt load relative to assets than 99% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.72x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

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

Asset Growth

3rd percentile

-26%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$610,933

Down $211,387 (-26%) from 2019

Net Assets

Down

-$996,748

Down $303,638 (-44%) from 2019

Liabilities

Up

$1,607,681

Up $92,251 (+6.1%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin19th percentile

Revenue

Down

$2,234,136

Down $655,728 (-23%) from 2019

Expenses

Down

$2,537,774

Down $140,140 (-5.2%) from 2019

Net Income

Down

-$303,638

Down $515,588 (-243%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2020

Assets$610,933
Liabilities$1,607,681
Net Assets-$996,748
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$2,234,136
Expenses$2,537,774
Net Income-$303,638
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 31, 2021
Return Version
2020v4.1
Gross Receipts
$2,234,136
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$568,650$478,650▼ $90,000
Accounts Receivable$176,148$52,464▼ $123,684
Cash and Non-Interest-Bearing Accounts$24,668$50,652▲ $25,984
Savings and Temporary Cash Investments$14,819--
Prepaid Expenses and Deferred Charges$13,449$14,519▲ $1,070
Inventories for Sale or Use$8,754$8,754→ $0
Intangible Assets$5,894$5,894→ $0
Total Assets$822,320$610,933▼ $211,387
Other Assets Total$9,938--
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,109,390$1,024,816▼ $84,574
Accounts Payable and Accrued Expenses$250,371$576,656▲ $326,285
Other Liabilities$137,399--
Deferred Revenue$18,270$6,209▼ $12,061
Total Liabilities$1,515,430$1,607,681▲ $92,251
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-693,110$-996,748▼ $303,638
Total Net Assets Fund Balance$-693,110$-996,748▼ $303,638
Total Liabilities and Net Assets / Fund Balance$822,320$610,933▼ $211,387

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 Pay37th 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
$1,850
Program Service Revenue
$2,196,932
Investment Income
$203
Other Revenue
$35,151
All Other Contributions
$1,850
Change in Net Assets
$-303,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,710,773
Other Expenses$827,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,420,256--$1,420,256
Payroll Taxes$144,862--$144,862
Other Employee Benefits$143,011--$143,011
Fees for Services Management-$125,672-$125,672
Depreciation Depletion$90,000--$90,000
Office Expenses$46,120--$46,120
Insurance$31,493--$31,493
All Other Expenses$31,149--$31,149
Interest$25,273--$25,273
Information Technology$11,825--$11,825
Advertising$8,027--$8,027
Fees for Services Accounting-$7,900-$7,900
Other Expenses$6,824--$6,824
Pension Plan Contributions$2,644--$2,644
Fees for Services Legal$615--$615
Total Functional Expenses$2,404,202$133,572$0$2,537,774
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 Hatley
Title
Treasurer
Phone
5034638766
Signed
2021-05-31
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
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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.
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610,933
Liabilities
$1,607,681
Net assets
-$996,748
Revenue
$2,234,136
Expenses
$2,537,774
Net income
-$303,638
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits