Civic Intelligence

Community Action Organization

990 • Fiscal year 2023 • EIN 93-0554941

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 18, 2024

1001 SW Baseline StHillsboro, OR 97123

(503) 648-6646

Siviq Scores

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

Liabilities / Assets

78th percentile

0.62x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.13x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$172,056

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

90th percentile

40%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$12,991,013

Up $3,697,978 (+40%) from 2022

Net Assets

Up

$4,994,219

Up $685,484 (+16%) from 2022

Liabilities

Up

$7,996,794

Up $3,012,494 (+60%) from 2022

Revenue

Down

$60,068,644

Down $8,914,306 (-13%) from 2022

Expenses

Down

$59,383,160

Down $9,185,659 (-13%) from 2022

Net Income

Up

$685,484

Up $271,353 (+66%) from 2022

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $4,864,978Liabilities 2010: $2,922,169Net Assets 2010: $1,942,8092010Assets 2011: $4,088,996Liabilities 2011: $3,387,972Net Assets 2011: $701,0242011Assets 2012: $4,146,448Liabilities 2012: $3,574,612Net Assets 2012: $571,8362012Assets 2013: $3,944,253Liabilities 2013: $3,499,000Net Assets 2013: $445,2532013Assets 2014: $4,303,847Liabilities 2014: $3,520,331Net Assets 2014: $783,5162014Assets 2015: $5,325,749Liabilities 2015: $3,663,397Net Assets 2015: $1,662,3522015Assets 2016: $5,833,383Liabilities 2016: $3,466,774Net Assets 2016: $2,366,6092016Assets 2017: $7,234,554Liabilities 2017: $4,102,023Net Assets 2017: $3,132,5312017Assets 2018: $6,754,630Liabilities 2018: $3,202,033Net Assets 2018: $3,552,5972018Assets 2019: $7,158,736Liabilities 2019: $3,585,267Net Assets 2019: $3,573,4692019Assets 2020: $7,734,514Liabilities 2020: $3,871,215Net Assets 2020: $3,863,2992020Assets 2021: $15,327,449Liabilities 2021: $11,432,845Net Assets 2021: $3,894,6042021Assets 2022: $9,293,035Liabilities 2022: $4,984,300Net Assets 2022: $4,308,7352022Assets 2023: $12,991,013Liabilities 2023: $7,996,794Net Assets 2023: $4,994,2192023Assets 2024: $12,583,701Liabilities 2024: $5,471,401Net Assets 2024: $7,112,3002024

Highlighted filing

2023

Assets$12,991,013
Liabilities$7,996,794
Net Assets$4,994,219

Operations Trend

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

$80M$60M$40M$20M$0Expenses 2010: $22,431,0022010Expenses 2011: $20,103,7132011Expenses 2012: $21,097,1402012Expenses 2013: $19,929,2262013Revenue 2014: $20,029,550Expenses 2014: $19,691,287Net Income 2014: $338,2632014Revenue 2015: $22,197,276Expenses 2015: $21,318,440Net Income 2015: $878,8362015Revenue 2016: $23,435,979Expenses 2016: $22,731,722Net Income 2016: $704,2572016Revenue 2017: $26,384,134Expenses 2017: $25,618,212Net Income 2017: $765,9222017Revenue 2018: $26,490,876Expenses 2018: $26,070,809Net Income 2018: $420,0672018Revenue 2019: $29,525,779Expenses 2019: $29,504,907Net Income 2019: $20,8722019Revenue 2020: $29,133,203Expenses 2020: $28,843,373Net Income 2020: $289,8302020Revenue 2021: $57,320,535Expenses 2021: $57,289,230Net Income 2021: $31,3052021Revenue 2022: $68,982,950Expenses 2022: $68,568,819Net Income 2022: $414,1312022Revenue 2023: $60,068,644Expenses 2023: $59,383,160Net Income 2023: $685,4842023Revenue 2024: $53,733,141Expenses 2024: $51,615,060Net Income 2024: $2,118,0812024

Highlighted filing

2023

Revenue$60,068,644
Expenses$59,383,160
Net Income$685,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 18, 2024
Return Version
2022v5.0
Gross Receipts
$60,160,013
Mission and Program Overview

Mission

Community action leads the way to eliminate conditions of poverty and creates opportunities for people and communities to thrive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,301,713$5,712,907▲ $1,411,194
Cash and Non-Interest-Bearing Accounts$2,788,161$3,099,794▲ $311,633
Land, Buildings, and Equipment, Net$1,634,161$1,869,717▲ $235,556
Savings and Temporary Cash Investments$85,004$86,952▲ $1,948
Prepaid Expenses and Deferred Charges$117,296$83,115▼ $34,181
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$9,293,035$12,991,013▲ $3,697,978
Other Assets Total$366,700$2,138,528▲ $1,771,828
Liabilities
Accounts Payable and Accrued Expenses$2,166,174$2,918,901▲ $752,727
Other Liabilities$500,999$2,153,053▲ $1,652,054
Mortgage Notes Payable Secured by Investment Property$1,641,488$1,589,431▼ $52,057
Deferred Revenue$675,639$1,335,409▲ $659,770
Total Liabilities$4,984,300$7,996,794▲ $3,012,494
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,879,613$4,436,316▲ $556,703
Net Assets With Donor Restrictions$429,122$557,903▲ $128,781
Total Net Assets Fund Balance$4,308,735$4,994,219▲ $685,484
Total Liabilities and Net Assets / Fund Balance$9,293,035$12,991,013▲ $3,697,978

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,276,911$1,975,277-
Other Land Buildings$104,679$455,062-
Land$316,192--
Equipment$164,630$90,982-
Leasehold Improvements$7,305$3,970-
Other Assets Org$1,737,966--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$85,004$1,500▲ $98-$86,602
2021$83,504$2,000--$85,504
2020$83,004$500--$83,504
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kempton ShueyExecutive DirectorFT$151,100$20,956$172,056
Roger BarnesHr DirectorFT$138,476$20,771$159,247
Kimberly KellyFinance DirectorFT$129,021$19,092$148,113
Katherine KingHousing DirectorFT$102,970$5,563$108,533

Board Members and Trustees

NameTitle
Bill MinerChair
Steve CallawayVice-chair
Courtney ThomasDirector
Dana NasonDirector
Heather KemperDirector
Kat SigurdsonDirector
Lacey BeatyDirector
Lisa ImesDirector
Nancy FordDirector
Pam TreeceDirector
Peter TruaxDirector
Rolanda GarciaDirector
Sheri SchoutenDirector
Tania UluanSecretary
Scott GardnerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Four Seasons Heating And Air ConditioningWeatherization1005 INDUSTRIAL WAY, Newberg, OR 97132$793,123
Alpha Energy SaversWeatherizationPO BOX 588, Oregon City, OR 97045$427,743
Performance Insulation & Energy ServicesWeatherization13939 SW TUALATIN SHERWOOD RD, Sherwood, OR 97140$406,252
Troy Schultz ConstructionWeatherization13611 NW WILLIS RD, Mcminnville, OR 97128$402,633
Gale Contractor ServicesWeatherizationPO BOX 2396, Lynnwood, WA 98036$293,024
Revenue and Support

Revenue Composition

Contributions and Grants
$59,981,572
Program Service Revenue
$35,710
Investment Income
$3,970
Other Revenue
$47,392
All Other Contributions
$1,875,386
Change in Net Assets
$685,484

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$68,419Fair Market Value (FMV)
Total Noncash Contributions$68,419-

Audited Revenue Reconciliation

Revenue per Audited Statements
$60,068,644
Revenue Not Reported on Form 990
$59,348
Total Revenue per Audited Statements
$60,127,992
Total Revenue per Form 990
$60,068,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,270,205
Salaries, Compensation, and Employee Benefits$23,220,446
Other Expenses$3,892,509
Total Fundraising Expense$364,914
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,171,263--$31,171,263
Other Salaries and Wages$15,454,672$2,314,706$206,301$17,975,679
Other Employee Benefits$2,175,485$325,831$29,212$2,530,528
Payroll Taxes$1,726,494$258,584$23,047$2,008,125
Grants to Domestic Orgs$1,098,942--$1,098,942
Occupancy$162,151$581,367$38,150$781,668
Conferences and Meetings$624,196$103,052$10,157$737,405
Pension Plan Contributions$319,661$47,877$4,267$371,805
Current Officers, Directors, Trustees, and Key Employees$287,571$43,071$3,667$334,309
Fees for Services Other$36,442$273,855$20,389$330,686
Other Expenses$152,872$97,038$717$249,910
Insurance$71,875$112,880-$184,755
All Other Expenses-$175,111-$175,111
Total Functional Expenses$53,882,979$5,135,267$364,914$59,383,160

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$59,442,508
Expenses per Audited Statements$59,383,160
Total Expenses per Form 990$59,383,160
Expenses Not Reported on Form 990$59,348
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Equitable Giving CirclePortland, OR501(c)(3)Food Access$153,773
Asha Hope AmanakiHillsboro, OR501(c)(3)Food Access$132,281
Luthern Community Services NwBeaverton, OR501(c)(3)Food Access$108,379
Kalo HccBeaverton, OR501(c)(3)Food Access$95,843
Umoya Releif FoundationPortland, OR501(c)(3)Food Access$75,353
Centro CulturalCornelius, OR501(c)(3)Low Income Assistance$68,734
Homeplate Youth ServicesBeaverton, OR501(c)(3)Low Income Assistance$57,580
Immigrant & Refugee CommunityPortland, OR501(c)(3)Low Income Assistance$54,637
AssistPortland, OR501(c)(3)Low Income Assistance$46,017
Adelante MujeresForest Grove, OR501(c)(3)Food Access$35,138
We CareHillsboro, OR501(c)(3)Food Access$32,951
Bridge-palomaPortland, OR501(c)(3)Food Access$31,406
Meals on Wheels PeopleHillsboro, OR501(c)(3)Food Access$28,125
Packed With PrideTigard, OR501(c)(3)Food Access$19,028
De Rose Community BridgePortland, OR501(c)(3)Food Access$17,966
St Matthew Lutheran ChurchBeaverton, OR501(c)(3)Food Access$17,875
Mercy Connections IncBeaverton, OR501(c)(3)Food Access$16,781
Worksystems IncPortland, OR501(c)(3)Low Income Assistance$16,707
Bethlehem House of BreadTigard, OR501(c)(3)Food Access$16,049
BienestarHillsboro, OR501(c)(3)Low Income Assistance$16,022
Somali American CouncilPortland, OR501(c)(3)Food Access$15,739
Cool Islam CorporationBeaverton, OR501(c)(3)Food Access$14,875
Oregon Chinese CoalitionPortland, OR501(c)(3)Food Access$14,063
Islamic Social Services of orPortland, OR501(c)(3)Food Access$13,620
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,861
Fundraising Direct Expenses$91,369
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$240,955$114,861$91,369$23,492
Total Events$240,955$114,861$91,369$23,492
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Lease Liability$1,752,491
Deferred Compensation Plan$400,562
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section B, Line 11B

The form 990 will be reviewed and approved by the audit and finance committee of the board of directors, and signed by the board treasurer, prior to filing the 990. It is made available to all the members of the board with questions directed to the treasurer and director of finance.

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

The board and key staff members are requested to come forth with any perceived or real conflict of interest. Board members are requested annually to review all relationships that may be a conflict. Key staff members are expected to self-monitor on an ongoing basis and report any real or preceived conflicts to the executive director, who will examine the potential conflict and make the determination as to the nature and/or potential negative impact of the conflict.

Form 990, Part VI, Section B, Line 15A

The executive committee of the board of directors uses outside consultants as needed to determine the executive director's salary at contract renewal. The hr director reviews the salary grids of key employees of the organization and relies on a variety of salary data, such as, but not limited to milliman national non-profit data, as well as cascade employers associationo materials and head start salary survey data to provide comparative information.

Form 990, Part VI, Section C, Line 18

Cao's current 990 is available on our website and upon request

Form 990, Part VI, Section C, Line 19

Cao's governing documents and conflict of interest policy are available upon request. Audited finacial information is inclujded on the website

Filing and Contact Details

Filer

Filer Name
Community Action Organization
EIN
93-0554941
Phone
5036486646
Address
1001 SW Baseline St, Hillsboro, OR 97123

Signing Officer

Name
Nancy Ford
Title
Director
Signed
2024-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kempton Shuey
Formed
1965
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
474
Volunteers
49

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Kris Oliveira CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Other program services 4: housing support housing support programs provide emergency rents to those at risk of eviction, assist homeless individuals and families in obtaining temporary housing, and assist with the supportive services necessary to maintain long- term stability. In addition, our hillsboro family shelter provides short-term shelter while helping residents develop a plan to find permanent housing and address other needs. 124 homeless children and parents had the chance to get back on their feet by staying at community actions hillsboro family shelter.2,282 families experiencing homelessness or at imminent risk of homelessness accessed our communitys coordinated entry system for housing resources available through the continuum of care in washington county.258 families experiencing homelessness were rehoused and stabilized with short-term rent assistance.2,239 families at risk of homelessness were stabilized with short-term rent assistance. Other program services 5: utility supports and energy conservation utility supports programs enable families to stay warm, safe, and healthy in their homes with water, garbage, heat, and electricity bill payment assistance. Energy conservation helps families reduce energy bills by assessing home energy use, recommending cost saving measures and connecting with resources to improve energy efficiency.8,068 families stayed warm, safe, and healthier in their homes with water, garbage, heat and electricity bill payment assistance from community action.208 families had lower heating costs and warmer, safer, healthier homes because community action provided comprehensive weatherization services. 225 households reduced energy costs, improved home health and safety, and increased energy efficiency by receiving energy education and conservation services.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The purpose of the jerralyn ness endowment is to provide unrestricted funding to support priority needs as determined by the board of directors.

Part X : FIN48 Footnote

Management does not believe the entity has taken any uncertain tax positions.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$5.47$7.11$53.7$51.6$2.12
2023Detailed filing. Detailed filing data is available for this year.$13.0$8.00$4.99$60.1$59.4$0.69
2022Detailed filing. Detailed filing data is available for this year.$9.29$4.98$4.31$69.0$68.6$0.41
2021Detailed filing. Detailed filing data is available for this year.$15.3$11.4$3.89$57.3$57.3$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.73$3.87$3.86$29.1$28.8$0.29
2019Detailed filing. Detailed filing data is available for this year.$7.16$3.59$3.57$29.5$29.5$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.75$3.20$3.55$26.5$26.1$0.42
2017Detailed filing. Detailed filing data is available for this year.$7.23$4.10$3.13$26.4$25.6$0.77
2016Detailed filing. Detailed filing data is available for this year.$5.83$3.47$2.37$23.4$22.7$0.70
2015Detailed filing. Detailed filing data is available for this year.$5.33$3.66$1.66$22.2$21.3$0.88
2014Detailed filing. Detailed filing data is available for this year.$4.30$3.52$0.78$20.0$19.7$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$3.50$0.45$19.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$3.57$0.57$21.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$3.39$0.70$20.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$2.92$1.94$22.4