Civic Intelligence

Caritas Plaza

990 • Fiscal year 2018 • EIN 93-0814490

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileN/A
2740 SE Powell Blvd Suite 5Portland, OR 97202

(503) 231-4866

Siviq Scores

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

Liabilities / Assets

95th percentile

1.29x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

5.64x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-28%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

95th percentile

100%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

0.9%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$1,560,118

Up $779,937 (+100%) from 2017

Net Assets

Down

-$454,519

Down $100,737 (-28%) from 2017

Liabilities

Up

$2,014,637

Up $880,674 (+78%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

Up

$357,488

Up $3,136 (+0.9%) from 2017

Expenses

Up

$458,225

Up $138,003 (+43%) from 2017

Net Income

Down

-$100,737

Down $134,867 (-395%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th 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 2011: $1,001,030Liabilities 2011: $1,201,883Net Assets 2011: -$200,8532011Assets 2012: $978,110Liabilities 2012: $1,183,465Net Assets 2012: -$205,3552012Assets 2013: $950,253Liabilities 2013: $1,174,897Net Assets 2013: -$224,6442013Assets 2014: $866,528Liabilities 2014: $1,170,231Net Assets 2014: -$303,7032014Assets 2015: $812,062Liabilities 2015: $1,175,498Net Assets 2015: -$363,4362015Assets 2016: $744,657Liabilities 2016: $1,132,569Net Assets 2016: -$387,9122016Assets 2017: $780,181Liabilities 2017: $1,133,963Net Assets 2017: -$353,7822017Assets 2018: $1,560,118Liabilities 2018: $2,014,637Net Assets 2018: -$454,5192018Assets 2019: $1,154,544Liabilities 2019: $2,163,288Net Assets 2019: -$1,008,7442019Assets 2020: $1,102,297Liabilities 2020: $2,074,025Net Assets 2020: -$971,7282020Assets 2021: $1,079,669Liabilities 2021: $2,035,864Net Assets 2021: -$956,1952021Assets 2022: $1,080,973Liabilities 2022: $2,000,759Net Assets 2022: -$919,7862022Assets 2023: $945,143Liabilities 2023: $1,872,255Net Assets 2023: -$927,1122023Assets 2024: $1,004,168Liabilities 2024: $1,919,250Net Assets 2024: -$915,0822024

Highlighted filing

2018

Assets$1,560,118
Liabilities$2,014,637
Net Assets-$454,519
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $335,477Expenses 2011: $327,270Net Income 2011: $8,2072011Revenue 2012: $323,485Expenses 2012: $281,159Net Income 2012: $42,3262012Revenue 2013: $340,575Expenses 2013: $339,279Net Income 2013: $1,2962013Revenue 2014: $350,210Expenses 2014: $337,055Net Income 2014: $13,1552014Revenue 2015: $352,546Expenses 2015: $364,727Net Income 2015: -$12,1812015Revenue 2016: $334,132Expenses 2016: $358,608Net Income 2016: -$24,4762016Revenue 2017: $354,352Expenses 2017: $320,222Net Income 2017: $34,1302017Revenue 2018: $357,488Expenses 2018: $458,225Net Income 2018: -$100,7372018Revenue 2019: $414,944Expenses 2019: $969,169Net Income 2019: -$554,2252019Revenue 2020: $456,554Expenses 2020: $419,538Net Income 2020: $37,0162020Revenue 2021: $506,992Expenses 2021: $491,459Net Income 2021: $15,5332021Revenue 2022: $502,753Expenses 2022: $466,344Net Income 2022: $36,4092022Revenue 2023: $498,639Expenses 2023: $505,965Net Income 2023: -$7,3262023Revenue 2024: $569,191Expenses 2024: $557,161Net Income 2024: $12,0302024

Highlighted filing

2018

Revenue$357,488
Expenses$458,225
Net Income-$100,737
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$357,488
Mission and Program Overview

Mission

The objective of caritas plaza is to provide low-income housing to elderly and handicapped persons through a 30-unit apartment building. This objective is assisted by the department of housing and urban development (hud) which provides subsidized rents to the corporation. All receipts of income in the project contribute to the accomplishment of this objective.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$192,251$699,190▲ $506,939
Land, Buildings, and Equipment, Net$438,784$385,877▼ $52,907
Cash and Non-Interest-Bearing Accounts$76,135$367,431▲ $291,296
Accounts Receivable$1,207$38,844▲ $37,637
Prepaid Expenses and Deferred Charges$50,104$6,748▼ $43,356
Rtn Earn Endowment Incm Other Fnds$-353,782$-454,519▼ $100,737
Total Assets$780,181$1,560,118▲ $779,937
Other Assets Total$21,700$62,028▲ $40,328
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,041,744$1,979,689▲ $937,945
Accounts Payable and Accrued Expenses$80,059$22,345▼ $57,714
Other Liabilities$11,979$12,600▲ $621
Deferred Revenue$181$3▼ $178
Total Liabilities$1,133,963$2,014,637▲ $880,674
Net Assets / Fund Balance
Total Net Assets Fund Balance$-353,782$-454,519▼ $100,737
Total Liabilities and Net Assets / Fund Balance$780,181$1,560,118▲ $779,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$279,364$1,178,162$1,457,526
Land$105,950-$105,950
Other Land Buildings$563$46,068$46,631
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Scott JonssonPresident
Brian ThomasDirector
Lori BaumanDirector
E Henry FitzgibbonSecretary
Paul KesterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$357,326
Investment Income
$162
Other Revenue
$0
Change in Net Assets
$-100,737

Audited Revenue Reconciliation

Revenue per Audited Statements
$357,488
Total Revenue per Audited Statements
$357,488
Total Revenue per Form 990
$357,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$458,225
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
Interest$134,269--$134,269
Depreciation Depletion$52,907--$52,907
All Other Expenses$35,898--$35,898
Other Expenses$22,873--$22,873
Fees for Services Management$18,257--$18,257
Insurance$7,570--$7,570
Fees for Services Accounting$7,313--$7,313
Office Expenses$4,475--$4,475
Fees for Services Legal$875--$875
Advertising$513--$513
Total Functional Expenses$458,225$0$0$458,225

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$458,225
Total Expenses per Audited Statements$458,225
Total Expenses per Form 990$458,225
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
Interest Payable$6,715
Tenant Security Deposit Liability$5,885
Governance and Compliance

Governance Checklist

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

“Reviewed by catholic charities finance committee.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Caritas Plaza
EIN
93-0814490
Phone
5032314866
Address
2740 SE POWELL BLVD SUITE 5, PORTLAND, OR 97202

Signing Officer

Name
Scott Jonsson
Title
President
Phone
5032314866
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Jonsson
Formed
1982
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
LOVERIDGE HUNT & CO CPA'S
Address
14725 SE 36TH ST STE 401, BELLEVUE, WA 98006-1682
Preparer
Jie Klemm
Phone
4254532088
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The objective of caritas plaza is to provide low-income housing to elderly and handicapped persons through a 30-unit apartment building. This objective is assisted by the department of housing and urban development (hud) which provides subsidized rents to the corporation. All receipts of income in the project contribute to the accomplishment of this objective.”

Raw XML Appendix387 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0334065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0352487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0350137
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01748284
IRS990ScheduleA/TotalSupportAmt01748728
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0279364
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01178162
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01457526
IRS990ScheduleD/ExpensesSubtotalAmt0458225
IRS990ScheduleD/LandGrp/BookValueAmt0105950
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0105950
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0563
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt046068
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15885
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSIT LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt0357488
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0385877
IRS990ScheduleD/TotalExpensesPerForm990Amt0458225
IRS990ScheduleD/TotalLiabilityAmt012600
IRS990ScheduleD/TotalRevenuePerForm990Amt0357488
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0357488
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0458225
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OBJECTIVE OF CARITAS PLAZA IS TO PROVIDE LOW-INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS THROUGH A 30-UNIT APARTMENT BUILDING. THIS OBJECTIVE IS ASSISTED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) WHICH PROVIDES SUBSIDIZED RENTS TO THE CORPORATION. ALL RECEIPTS OF INCOME IN THE PROJECT CONTRIBUTE TO THE ACCOMPLISHMENT OF THIS OBJECTIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY CATHOLIC CHARITIES FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE 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 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SOCIAL SER
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0780181
IRS990/TotalAssetsEOYAmt01560118
IRS990/TotalAssetsGrp/BOYAmt0780181
IRS990/TotalAssetsGrp/EOYAmt01560118
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0458225
IRS990/TotalFunctionalExpensesGrp/TotalAmt0458225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01133963
IRS990/TotalLiabilitiesEOYAmt02014637
IRS990/TotalLiabilitiesGrp/BOYAmt01133963
IRS990/TotalLiabilitiesGrp/EOYAmt02014637
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-353782
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-454519
IRS990/TotalProgramServiceExpensesAmt0458225
IRS990/TotalProgramServiceRevenueAmt0357326
IRS990/TotalRevenueGrp/ExclusionAmt0162
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0357326
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0357488
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0780181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01560118
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02740 SE POWELL BLVD 5
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT JONSSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032314866
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARITAS PLAZA
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0930814490
ReturnHeader/Filer/PhoneNum05032314866
ReturnHeader/Filer/USAddress/AddressLine1Txt02740 SE POWELL BLVD SUITE 5
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025418B93817FD5EB3D5613612994A2DDA9E43D19
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E026A9895885BF6CA92E756CD1C9AA87CDCF4851
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.99.139.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:08:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911347576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOVERIDGE HUNT & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014725 SE 36TH ST STE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980061682
ReturnHeader/PreparerPersonGrp/PhoneNum04254532088
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIE KLEMM
ReturnHeader/ReturnTs02019-05-14T17:08:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,560,118
Liabilities
$2,014,637
Net assets
-$454,519
Revenue
$357,488
Expenses
$458,225
Net income
-$100,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$1.92$0.92$0.57$0.56$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.95$1.87$0.93$0.50$0.51$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.08$2.00$0.92$0.50$0.47$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.08$2.04$0.96$0.51$0.49$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.10$2.07$0.97$0.46$0.42$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.15$2.16$1.01$0.41$0.97$0.55
2018Detailed filing. Detailed filing data is available for this year.$1.56$2.01$0.45$0.36$0.46$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.78$1.13$0.35$0.35$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.74$1.13$0.39$0.33$0.36$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.81$1.18$0.36$0.35$0.36$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.87$1.17$0.30$0.35$0.34$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$1.17$0.22$0.34$0.34$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$1.18$0.21$0.32$0.28$0.04
2011Summary only. Only limited summary data is available for this year.$1.00$1.20$0.20$0.34$0.33$0.01