Civic Intelligence

Union Retirement Association

990 • Fiscal year 2017 • EIN 93-0840517

Jul 01, 2016 to Jun 30, 2017

Clackamas, OR
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.60x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

2.90x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.9%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,852,600

Up $64,395 (+1.7%) from 2016

Net Assets

Up

$1,550,403

Up $119,001 (+8.3%) from 2016

Liabilities

Down

$2,302,197

Down $54,606 (-2.3%) from 2016

Revenue

Up

$794,954

Up $14,605 (+1.9%) from 2016

Expenses

Up

$675,953

Up $22,345 (+3.4%) from 2016

Net Income

Down

$119,001

Down $7,740 (-6.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $3,628,772Liabilities 2011: $2,528,888Net Assets 2011: $1,099,8842011Assets 2012: $3,700,736Liabilities 2012: $2,500,781Net Assets 2012: $1,199,9552012Assets 2013: $3,563,593Liabilities 2013: $2,467,940Net Assets 2013: $1,095,6532013Assets 2014: $3,602,053Liabilities 2014: $2,426,790Net Assets 2014: $1,175,2632014Assets 2015: $3,813,227Liabilities 2015: $2,508,569Net Assets 2015: $1,304,6582015Assets 2016: $3,788,205Liabilities 2016: $2,356,803Net Assets 2016: $1,431,4022016Assets 2017: $3,852,600Liabilities 2017: $2,302,197Net Assets 2017: $1,550,4032017Assets 2018: $3,962,520Liabilities 2018: $2,257,290Net Assets 2018: $1,705,2302018Assets 2019: $1,264,292Liabilities 2019: $2,156,103Net Assets 2019: -$891,8112019Assets 2020: $1,351,990Liabilities 2020: $2,104,091Net Assets 2020: -$752,1012020Assets 2021: $1,601,597Liabilities 2021: $2,065,074Net Assets 2021: -$463,4772021Assets 2022: $7,860,417Liabilities 2022: $7,980,384Net Assets 2022: -$119,9672022Assets 2023: $7,889,655Liabilities 2023: $7,816,311Net Assets 2023: $73,3442023Assets 2024: $8,019,597Liabilities 2024: $7,695,872Net Assets 2024: $323,7252024Assets 2025: $8,420,455Liabilities 2025: $7,556,438Net Assets 2025: $864,0172025

Highlighted filing

2017

Assets$3,852,600
Liabilities$2,302,197
Net Assets$1,550,403

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $717,456Expenses 2011: $874,868Net Income 2011: -$157,4122011Revenue 2012: $732,913Expenses 2012: $632,842Net Income 2012: $100,0712012Revenue 2013: $530,243Expenses 2013: $634,545Net Income 2013: -$104,3022013Revenue 2014: $753,918Expenses 2014: $674,308Net Income 2014: $79,6102014Revenue 2015: $765,709Expenses 2015: $636,314Net Income 2015: $129,3952015Revenue 2016: $780,349Expenses 2016: $653,608Net Income 2016: $126,7412016Revenue 2017: $794,954Expenses 2017: $675,953Net Income 2017: $119,0012017Revenue 2018: $809,530Expenses 2018: $654,703Net Income 2018: $154,8272018Revenue 2019: $822,130Expenses 2019: $770,922Net Income 2019: $51,2082019Revenue 2020: $877,551Expenses 2020: $737,841Net Income 2020: $139,7102020Revenue 2021: $1,074,965Expenses 2021: $786,341Net Income 2021: $288,6242021Revenue 2022: $1,111,493Expenses 2022: $935,085Net Income 2022: $176,4082022Revenue 2023: $1,227,503Expenses 2023: $1,034,192Net Income 2023: $193,3112023Revenue 2024: $1,325,709Expenses 2024: $1,075,328Net Income 2024: $250,3812024Revenue 2025: $1,690,925Expenses 2025: $1,150,633Net Income 2025: $540,2922025

Highlighted filing

2017

Revenue$794,954
Expenses$675,953
Net Income$119,001
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Mission and Program Overview

Mission

Provide affordable housing for elderly and other low income residents

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$7.56$0.86$1.69$1.15$0.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$7.70$0.32$1.33$1.08$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.89$7.82$0.07$1.23$1.03$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.86$7.98$0.12$1.11$0.94$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.60$2.07$0.46$1.07$0.79$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$2.10$0.75$0.88$0.74$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.26$2.16$0.89$0.82$0.77$0.05
2018Summary only. Only limited summary data is available for this year.$3.96$2.26$1.71$0.81$0.65$0.15
2017Summary only. Only limited summary data is available for this year.$3.85$2.30$1.55$0.79$0.68$0.12
2016Summary only. Only limited summary data is available for this year.$3.79$2.36$1.43$0.78$0.65$0.13
2015Summary only. Only limited summary data is available for this year.$3.81$2.51$1.30$0.77$0.64$0.13
2014Summary only. Only limited summary data is available for this year.$3.60$2.43$1.18$0.75$0.67$0.08
2013Summary only. Only limited summary data is available for this year.$3.56$2.47$1.10$0.53$0.63$0.10
2012Summary only. Only limited summary data is available for this year.$3.70$2.50$1.20$0.73$0.63$0.10
2011Summary only. Only limited summary data is available for this year.$3.63$2.53$1.10$0.72$0.87$0.16