Civic Intelligence

United Methodist Retirement Center

990 • Fiscal year 2019 • EIN 93-0399048

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 20, 2020

Organization ProfileWWW.UMRCSALEM.ORG

View Organization Page

1625 Center St NESalem, OR 97301

(503) 408-4777

Siviq Scores

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

Liabilities / Assets

98th percentile

1.84x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.52x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

60th percentile

7.3%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

22nd percentile

-4.2%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$822,320

Down $36,084 (-4.2%) from 2018

Net Assets

Up

-$693,110

Up $211,950 (+23%) from 2018

Liabilities

Down

$1,515,430

Down $248,034 (-14%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin60th percentile

Revenue

Up

$2,889,864

Up $264,252 (+10%) from 2018

Expenses

Up

$2,677,914

Up $224,599 (+9.2%) from 2018

Net Income

Up

$211,950

Up $39,653 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$822,320
Liabilities$1,515,430
Net Assets-$693,110
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$2,889,864
Expenses$2,677,914
Net Income$211,950
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 20, 2020
Return Version
2019v5.0
Gross Receipts
$2,908,669
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$630,667$568,650▼ $62,017
Accounts Receivable$150,844$176,148▲ $25,304
Cash and Non-Interest-Bearing Accounts$19,081$24,668▲ $5,587
Savings and Temporary Cash Investments$12,762$14,819▲ $2,057
Prepaid Expenses and Deferred Charges$10,872$13,449▲ $2,577
Inventories for Sale or Use$8,754$8,754→ $0
Intangible Assets$6,719$5,894▼ $825
Total Assets$858,404$822,320▼ $36,084
Other Assets Total$18,705$9,938▼ $8,767
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,191,367$1,109,390▼ $81,977
Accounts Payable and Accrued Expenses$143,655$250,371▲ $106,716
Other Liabilities$411,476$137,399▼ $274,077
Deferred Revenue$16,966$18,270▲ $1,304
Total Liabilities$1,763,464$1,515,430▼ $248,034
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,000--
Net Assets Without Donor Restrictions$-909,060$-693,110▲ $215,950
Total Net Assets Fund Balance$-905,060$-693,110▲ $211,950
Total Liabilities and Net Assets / Fund Balance$858,404$822,320▼ $36,084

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$249,086$1,285,275$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 Pay36th percentile

Board Members and Trustees

NameTitle
Christopher HamiltonBoard Member
Nadine GilmoreBoard Member
Rick HiltsBoard Member
Shaney StarrBoard Member
Jim HookBoard Presid
Becky BeamanBoard Secret
Annette HatleyBoard Treasu
Bruce GilbertsonBoard Vice P
Revenue and Support

Revenue Composition

Contributions and Grants
$1,335
Program Service Revenue
$2,845,272
Investment Income
$43,257
Other Revenue
$0
All Other Contributions
$1,335
Change in Net Assets
$211,950

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,889,864
Total Revenue per Audited Statements
$2,889,864
Total Revenue per Form 990
$2,889,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,926,475
Other Expenses$751,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,595,704--$1,595,704
Payroll Taxes$183,410--$183,410
Fees for Services Management-$147,819-$147,819
Other Employee Benefits$147,361--$147,361
Office Expenses$81,386--$81,386
Depreciation Depletion$69,227--$69,227
Interest$34,511--$34,511
Other Expenses$27,709--$27,709
Insurance$26,835--$26,835
All Other Expenses$22,962--$22,962
Advertising$10,336--$10,336
Fees for Services Accounting-$7,700-$7,700
Fees for Services Legal$2,075--$2,075
Total Functional Expenses$2,522,395$155,519$0$2,677,914

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,677,914
Total Expenses per Audited Statements$2,677,914
Total Expenses per Form 990$2,677,914
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
Accrued Payroll/payroll Taxes$98,376
Accrued Management Fees$26,058
Security Deposits$8,765
Escrow Overdraft$2,726
Accrued Mortgage Interest$1,474
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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, Page 6, Part VI, Line 11B

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

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

“Before entering into a transaction that may contain a conflict of interest, willson house requires each board member or officer to disclose that transaction. The board's 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.”

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

“As members of the state of oregon alliance, we periodically obtain copies of their compensation surveys. We check to make sure that all positions, not just key employees, are being compensated at the alliance approved rate and that step increases are followed at employment anniversaries of all employees. The board chair is responsible for annual job review of the executive director. The executive director is responsible for other members of the management team.”

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

“See response for pt vi, line 15a.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Willson House
EIN
93-0399048
Address
1625 CENTER ST NE, SALEM, OR 97301

Signing Officer

Name
Annette Hatley
Title
Board Treasurer
Signed
2020-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Hook
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Lefor Rapp & Holland LLC
Address
2735 12TH ST SE SUITE 200, SALEM, OR 97302-3187
Preparer
Amy L Rapp CPA
Phone
5033645851
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc4LAUNDRY & VENDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02613422
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1203698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217286
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43476
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02613422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1203698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43476
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04694
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0733
IRS990/PYOtherExpensesAmt0707113
IRS990/PYOtherRevenueAmt02670
IRS990/PYProgramServiceRevenueAmt02617515
IRS990/PYRevenuesLessExpensesAmt0172297
IRS990/PYSalariesCompEmpBnftPaidAmt01746202
IRS990/PYTotalExpensesAmt02453315
IRS990/PYTotalRevenueAmt02625612
IRS990/ReconcilationRevenueExpnssAmt0211950
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02845272
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012762
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014819
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0177518
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0242
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02887467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02620185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02469978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01749120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01838783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011565533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02194
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60180
IRS990ScheduleA/PublicSupportPY509Pct00.60240
IRS990ScheduleA/PublicSupportTotal509Amt07068631
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01157140
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01097199
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0865029
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0722526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0832526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt04674420
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01157140
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01097199
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0865029
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0722526
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0832526
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt04674420
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02888802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02624879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02476769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01811081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01941520
IRS990ScheduleA/Total509Grp/TotalAmt011743051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02889864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02625612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02477011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01811221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01941537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011745245
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0249086
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01285275
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01534361
IRS990ScheduleD/EquipmentGrp/BookValueAmt0122303
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0529680
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0651983
IRS990ScheduleD/ExpensesSubtotalAmt02677914
IRS990ScheduleD/LandGrp/BookValueAmt0175256
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175256
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022005
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt089840
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0111845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt126058
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28765
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32726
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41474
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL/PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED MANAGEMENT FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ESCROW OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ACCRUED MORTGAGE INTEREST
IRS990ScheduleD/RevenueSubtotalAmt02889864
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0568650
IRS990ScheduleD/TotalExpensesPerForm990Amt02677914
IRS990ScheduleD/TotalLiabilityAmt0137399
IRS990ScheduleD/TotalRevenuePerForm990Amt02889864
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02889864
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02677914
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENABLE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOOKKEEPER, BOARD CHAIR AND SECRETARY/TREASURER REVIEW THE RETURN BEFORE IT IS SIGNED AND FILED. AT THAT TIME A COPY IS PROVIDED TO THE FINANCIAL COMMITTEE MEMBERS & ANY ADDITIONAL BOARD MEMBERS THAT REQUEST A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEFORE ENTERING INTO A TRANSACTION THAT MAY CONTAIN A CONFLICT OF INTEREST, WILLSON HOUSE REQUIRES EACH BOARD MEMBER OR OFFICER TO DISCLOSE THAT TRANSACTION. THE BOARD'S 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/ExplanationTxt3AS MEMBERS OF THE STATE OF OREGON ALLIANCE, WE PERIODICALLY OBTAIN COPIES OF THEIR COMPENSATION SURVEYS. WE CHECK TO MAKE SURE THAT ALL POSITIONS, NOT JUST KEY EMPLOYEES, ARE BEING COMPENSATED AT THE ALLIANCE APPROVED RATE AND THAT STEP INCREASES ARE FOLLOWED AT EMPLOYMENT ANNIVERSARIES OF ALL EMPLOYEES. THE BOARD CHAIR IS RESPONSIBLE FOR ANNUAL JOB REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR OTHER MEMBERS OF THE MANAGEMENT TEAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE RESPONSE FOR PT VI, LINE 15A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0858404
IRS990/TotalAssetsEOYAmt0822320
IRS990/TotalAssetsGrp/BOYAmt0858404
IRS990/TotalAssetsGrp/EOYAmt0822320
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01335
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0155519
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02522395
IRS990/TotalFunctionalExpensesGrp/TotalAmt02677914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01763464
IRS990/TotalLiabilitiesEOYAmt01515430
IRS990/TotalLiabilitiesGrp/BOYAmt01763464
IRS990/TotalLiabilitiesGrp/EOYAmt01515430
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-905060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-693110
IRS990/TotalProgramServiceExpensesAmt02522395
IRS990/TotalProgramServiceRevenueAmt02845272
IRS990/TotalRevenueGrp/ExclusionAmt01062
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02887467
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02889864
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0858404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0822320

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$822,320
Liabilities
$1,515,430
Net assets
-$693,110
Revenue
$2,889,864
Expenses
$2,677,914
Net income
$211,950
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