Civic Intelligence

Polk Community Development Corporation

990 • Fiscal year 2016 • EIN 93-1012211

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 21, 2017

Organization ProfileWWW.POLKCDC.ORG
657 SW Main Street PO Box 33Dallas, OR 97338

(503) 831-3173

Siviq Scores

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

Liabilities / Assets

41st percentile

0.16x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.73x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

29%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$12,083,926

Up $1,163,197 (+11%) from 2015

Net Assets

Up

$10,202,859

Up $1,222,834 (+14%) from 2015

Liabilities

Down

$1,881,067

Down $59,637 (-3.1%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin91st percentile

Revenue

Up

$2,571,000

Up $571,258 (+29%) from 2015

Expenses

Up

$1,348,166

Up $35,303 (+2.7%) from 2015

Net Income

Up

$1,222,834

Up $535,955 (+78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2011: $8,793,970Liabilities 2011: $1,980,109Net Assets 2011: $6,813,8612011Assets 2012: $9,308,794Liabilities 2012: $1,910,907Net Assets 2012: $7,397,8872012Assets 2013: $10,282,048Liabilities 2013: $2,476,347Net Assets 2013: $7,805,7012013Assets 2014: $10,132,269Liabilities 2014: $1,839,123Net Assets 2014: $8,293,1462014Assets 2015: $10,920,729Liabilities 2015: $1,940,704Net Assets 2015: $8,980,0252015Assets 2016: $12,083,926Liabilities 2016: $1,881,067Net Assets 2016: $10,202,8592016Assets 2017: $13,480,425Liabilities 2017: $1,751,923Net Assets 2017: $11,728,5022017Assets 2018: $15,724,238Liabilities 2018: $3,656,057Net Assets 2018: $12,068,1812018Assets 2019: $17,162,727Liabilities 2019: $4,368,742Net Assets 2019: $12,793,9852019Assets 2020: $17,612,899Liabilities 2020: $5,215,993Net Assets 2020: $12,396,9062020Assets 2021: $18,691,480Liabilities 2021: $4,920,692Net Assets 2021: $13,770,7882021Assets 2022: $22,075,845Liabilities 2022: $6,007,882Net Assets 2022: $16,067,9632022Assets 2023: $24,286,714Liabilities 2023: $8,425,656Net Assets 2023: $15,861,0582023Assets 2024: $25,890,649Liabilities 2024: $9,963,452Net Assets 2024: $15,927,1972024Assets 2025: $32,672,994Liabilities 2025: $10,602,505Net Assets 2025: $22,070,4892025

Highlighted filing

2016

Assets$12,083,926
Liabilities$1,881,067
Net Assets$10,202,859
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,305,047Expenses 2011: $982,813Net Income 2011: $322,2342011Revenue 2012: $1,614,857Expenses 2012: $1,030,831Net Income 2012: $584,0262012Expenses 2013: $1,105,7432013Revenue 2014: $1,730,766Expenses 2014: $1,243,321Net Income 2014: $487,4452014Revenue 2015: $1,999,742Expenses 2015: $1,312,863Net Income 2015: $686,8792015Revenue 2016: $2,571,000Expenses 2016: $1,348,166Net Income 2016: $1,222,8342016Revenue 2017: $3,087,383Expenses 2017: $1,561,740Net Income 2017: $1,525,6432017Revenue 2018: $1,991,863Expenses 2018: $1,652,184Net Income 2018: $339,6792018Revenue 2019: $2,599,833Expenses 2019: $1,874,029Net Income 2019: $725,8042019Revenue 2020: $1,898,970Expenses 2020: $2,296,049Net Income 2020: -$397,0792020Revenue 2021: $4,062,648Expenses 2021: $2,688,766Net Income 2021: $1,373,8822021Revenue 2022: $5,307,917Expenses 2022: $3,010,742Net Income 2022: $2,297,1752022Revenue 2023: $3,545,955Expenses 2023: $3,752,860Net Income 2023: -$206,9052023Revenue 2024: $4,205,167Expenses 2024: $4,139,028Net Income 2024: $66,1392024Revenue 2025: $10,820,788Expenses 2025: $4,677,496Net Income 2025: $6,143,2922025

Highlighted filing

2016

Revenue$2,571,000
Expenses$1,348,166
Net Income$1,222,834
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 21, 2017
Return Version
2015v3.0
Gross Receipts
$2,584,849
Mission and Program Overview

Mission

Serving the needs of low and moderate income people through community economic development activities including the development and management of affordable rental housing, first time home ownership, and community self- help activities within polk county, oregon, and to carry out such activities and business as may be authorized for a corporation organized under the oregon nonprofit corporation act and as a corporation exempt from federal income tax under section 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,632,258$7,874,541▲ $1,242,283
Other Notes and Loans Receivable, Net$2,246,371$2,201,488▼ $44,883
Investments in Publicly Traded Securities$485,223$689,184▲ $203,961
Investments Program Related$468,075$467,264▼ $811
Cash and Non-Interest-Bearing Accounts$393,068$244,755▼ $148,313
Accounts Receivable$85,877$115,717▲ $29,840
Savings and Temporary Cash Investments$12,338$62,395▲ $50,057
Pledges and Grants Receivable$334,912$19,802▼ $315,110
Prepaid Expenses and Deferred Charges$20,784$9,435▼ $11,349
Total Assets$10,920,729$12,083,926▲ $1,163,197
Other Assets Total$241,823$399,345▲ $157,522
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,129,388$1,177,766▲ $48,378
Other Liabilities$558,784$646,938▲ $88,154
Accounts Payable and Accrued Expenses$252,532$55,284▼ $197,248
Deferred Revenue-$1,079-
Total Liabilities$1,940,704$1,881,067▼ $59,637
Net Assets / Fund Balance
Unrestricted Net Assets$7,361,381$8,649,187▲ $1,287,806
Temporarily Rstr Net Assets$1,618,644$1,553,672▼ $64,972
Total Net Assets Fund Balance$8,980,025$10,202,859▲ $1,222,834
Total Liabilities and Net Assets / Fund Balance$10,920,729$12,083,926▲ $1,163,197

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,933,610$2,956,979$9,890,589
Land$938,743-$938,743
Equipment$2,188$48,348$50,536
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Rita GradyExec. Dir./sFT$66,605$66,605

Board Members and Trustees

NameTitle
Lane ShetterlyPresident
Chris DurfeeDirector
Kate Cooper RichardsonDirector
Lee GoodrichDirector
Rena PeckDirector
Stephanie TorresDirector
Zellee AllenDirector
Jay GuruleDirector (en
Lucy VillastrigoDirector (en
Naomi WoodrumDirector (en
Nora AlvarezDirector (en
Linda JenningsTreasurer
Amy HoughtalingVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,940,008
Program Service Revenue
$569,694
Investment Income
$61,298
Other Revenue
$0
All Other Contributions
$90,182
Change in Net Assets
$1,222,834

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,571,000
Total Revenue per Audited Statements
$2,571,000
Total Revenue per Form 990
$2,571,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$934,006
Salaries, Compensation, and Employee Benefits$414,160
Total Fundraising Expense$74,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$319,600--$319,600
Other Salaries and Wages$161,508$92,467$20,322$274,297
Office Expenses-$80,156-$80,156
Current Officers, Directors, Trustees, and Key Employees$21,000$7,000$42,000$70,000
Other Expenses$49,306--$49,306
Other Employee Benefits$20,900$11,390$7,137$39,427
Interest$28,297--$28,297
Payroll Taxes$13,663$7,446$4,665$25,774
Travel-$17,628-$17,628
Information Technology-$16,865-$16,865
Fees for Services Accounting-$16,051-$16,051
Insurance$13,266--$13,266
Fees for Services Legal-$12,812-$12,812
Pension Plan Contributions$2,471$1,347$844$4,662
All Other Expenses-$4,325-$4,325
Fees for Services Management$700--$700
Fees for Services Other-$600-$600
Total Functional Expenses$1,005,111$268,087$74,968$1,348,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,348,166
Total Expenses per Audited Statements$1,348,166
Total Expenses per Form 990$1,348,166
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
Due to Revolving Fund$603,043
Tenant Security Deposits$27,295
Payroll Liabilities$16,600
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 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 completed form 990 is reviewed by the finance department and the executive director prior to filing.”

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

“Any actions by the board of directors require the board to disclose conflicts of interest. If a conflict the board member is excluded from participating any vote regarding that action.”

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

“Compensation for the executive director is established and periodically reviewed by the board of directors.”

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

“Officers other than the executive director serve as volunteers without compensation. Other employee compensation is determined using comparable data from other similar organizations and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public at the organizations offices upon request.”

Filing and Contact Details

Filer

Filer Name
Polk Cdc
EIN
93-1012211
Phone
5038313173
Address
657 SW MAIN STREET PO BOX 33, DALLAS, OR 97338

Signing Officer

Name
Rita a Grady
Title
Executive Director
Phone
5038313173
Signed
2017-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita a Grady
Formed
1989
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
17
Volunteers
15

Preparer

Firm
Finney Neill & Company Ps
Address
9757 GREENWOOD AVE N, SEATTLE, WA 98103
Preparer
Joshua J Breiling CPA
Phone
2062989811
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Serving the needs of low and moderate income people through community economic development activities including the development and management of affordable rental housing, first time home ownership, and community self- help activities within polk county, oregon, and to carry out such activities and business as may be authorized for a corporation organized under the oregon nonprofit corporation act and as a corporation exempt from federal income tax under section 501(c)(3).”

Financial Statement Notes

Schedule D, Page 3, Part X

“The corporation accounts for tax positions in accordance with fasb accounting standards codification topic 740, income taxes. With few exceptions, the organization is subject to federal and state income tax examinations by tax authorities for the prior three years. Management has reviewed the corporations tax positions and determined there were no uncertain tax positions as of june 30, 2016 and 2015.”

Raw XML AppendixShowing 400 of 603 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0252532
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt055284
IRS990/AccountsReceivableGrp/BOYAmt085877
IRS990/AccountsReceivableGrp/EOYAmt0115717
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SERVING THE NEEDS OF LOW AND MODERATE INCOME PEOPLE THROUGH COMMUNITY ECONOMIC DEVELOPMENT ACTIVITIES INCLUDING THE DEVELOPMENT AND MANAGEMENT OF AFFORDABLE RENTAL HOUSING, FIRST TIME HOME OWNERSHIP, AND COMMUNITY SELF- HELP ACTIVITIES WITHIN POLK COUNTY, OREGON, AND TO CARRY OUT SUCH ACTIVITIES AND BUSINESS AS MAY BE AUTHORIZED FOR A CORPORATION ORGANIZED UNDER THE OREGON NONPROFIT CORPORATION ACT AND AS A CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3).
IRS990/AllOtherContributionsAmt090182
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04325
IRS990/AllOtherExpensesGrp/TotalAmt04325
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RITA GRADY
IRS990/BooksInCareOfDetail/PhoneNum05038313173
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 33
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097338
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0393068
IRS990/CashNonInterestBearingGrp/EOYAmt0244755
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt042000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt021000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt070000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01940008
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt061298
IRS990/CYOtherExpensesAmt0934006
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0569694
IRS990/CYRevenuesLessExpensesAmt01222834
IRS990/CYSalariesCompEmpBnftPaidAmt0414160
IRS990/CYTotalExpensesAmt01348166
IRS990/CYTotalFundraisingExpenseAmt074968
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02571000
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt01079
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0319600
IRS990/DepreciationDepletionGrp/TotalAmt0319600
IRS990/Desc0TO DEVELOP, OPERATE AND PROVIDE SAFE, DECENT AFFORDABLE HOUSING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01005111
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016051
IRS990/FeesForServicesAccountingGrp/TotalAmt016051
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012812
IRS990/FeesForServicesLegalGrp/TotalAmt012812
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0700
IRS990/FeesForServicesManagementGrp/TotalAmt0700
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesOtherGrp/TotalAmt0600
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0LANE SHETTERLY
IRS990/Form990PartVIISectionAGrp/PersonNm1RENA PECK
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm3ZELLEE ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY HOUGHTALING
IRS990/Form990PartVIISectionAGrp/PersonNm5LEE GOODRICH
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS DURFEE
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE COOPER RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE TORRES
IRS990/Form990PartVIISectionAGrp/PersonNm9JAY GURULE
IRS990/Form990PartVIISectionAGrp/PersonNm10NORA ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm11NAOMI WOODRUM
IRS990/Form990PartVIISectionAGrp/PersonNm12LUCY VILLASTRIGO
IRS990/Form990PartVIISectionAGrp/PersonNm13RITA GRADY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1366605
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (EN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (EN
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (EN
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (EN
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXEC. DIR./S
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-13849
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01849826
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02584849
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016865
IRS990/InformationTechnologyGrp/TotalAmt016865
IRS990/InsuranceGrp/ProgramServicesAmt013266
IRS990/InsuranceGrp/TotalAmt013266
IRS990/InterestGrp/ProgramServicesAmt028297
IRS990/InterestGrp/TotalAmt028297
IRS990/InvestmentIncomeGrp/ExclusionAmt03152
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt071995
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075147
IRS990/InvestmentInJointVentureInd0true
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0468075
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0467264
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0485223
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0689184
IRS990/IRPDocumentCnt072
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03005327
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06632258
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07874541
IRS990/LandBldgEquipCostOrOtherBssAmt010879868
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt013849
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SERVING THE NEEDS OF LOW AND MODERATE INCOME PEOPLE THROUGH COMMUNITY ECONOMIC DEVELOPMENT ACTIVITIES INCLUDING THE DEVELOPMENT AND MANAGEMENT OF AFFORDABLE RENTAL HOUSING, FIRST TIME HOME OWNERSHIP, AND COMMUNITY SELF- HELP ACTIVITIES WITHIN POLK COUNTY, OREGON, AND TO CARRY OUT SUCH ACTIVITIES AND BUSINESS AS MAY BE AUTHORIZED FOR A CORPORATION ORGANIZED UNDER THE OREGON NONPROFIT CORPORATION ACT AND AS A CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3).
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01129388
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01177766
IRS990/NetAssetsOrFundBalancesBOYAmt08980025
IRS990/NetAssetsOrFundBalancesEOYAmt010202859
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-13849
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13849
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080156
IRS990/OfficeExpensesGrp/TotalAmt080156
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0241823
IRS990/OtherAssetsTotalGrp/EOYAmt0399345
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07137
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011390
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020900
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039427
IRS990/OtherExpensesGrp/Desc0REHAB EVOLVING FUNDS
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt0160229
IRS990/OtherExpensesGrp/ProgramServicesAmt1130939
IRS990/OtherExpensesGrp/ProgramServicesAmt283232
IRS990/OtherExpensesGrp/ProgramServicesAmt349306
IRS990/OtherExpensesGrp/TotalAmt0160229
IRS990/OtherExpensesGrp/TotalAmt1130939
IRS990/OtherExpensesGrp/TotalAmt283232
IRS990/OtherExpensesGrp/TotalAmt349306
IRS990/OtherLiabilitiesGrp/BOYAmt0558784
IRS990/OtherLiabilitiesGrp/EOYAmt0646938
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020322
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt092467
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0161508
IRS990/OtherSalariesAndWagesGrp/TotalAmt0274297
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02246371
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02201488
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04665
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07446
IRS990/PayrollTaxesGrp/ProgramServicesAmt013663
IRS990/PayrollTaxesGrp/TotalAmt025774
IRS990/PensionPlanContributionsGrp/FundraisingAmt0844
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01347
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02471
IRS990/PensionPlanContributionsGrp/TotalAmt04662
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0334912
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt019802
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020784
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09435
IRS990/PrincipalOfficerNm0RITA A GRADY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/Desc0NET RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0464989
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt156735
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt244006
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0464989
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt156735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt244006
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33964
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01242245
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0175020
IRS990/PYOtherExpensesAmt0935134
IRS990/PYProgramServiceRevenueAmt0582477
IRS990/PYRevenuesLessExpensesAmt0686879
IRS990/PYSalariesCompEmpBnftPaidAmt0377729
IRS990/PYTotalExpensesAmt01312863
IRS990/PYTotalRevenueAmt01999742
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01222834
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0570505
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012338
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01940008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01242245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0812065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0900582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01028317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05923217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt084845
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt078163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt075609
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0244311
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01235743
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96040
IRS990ScheduleA/PublicSupportPY170Pct00.93630
IRS990ScheduleA/PublicSupportTotal170Amt05923217
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01940008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01242245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0812065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0900582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01028317
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05923217
IRS990ScheduleA/TotalSupportAmt06167528
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt06933610
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02956979
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09890589
IRS990ScheduleD/EquipmentGrp/BookValueAmt02188
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048348
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050536
IRS990ScheduleD/ExpensesSubtotalAmt01348166
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0938743
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0938743
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0603043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt127295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt216600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO REVOLVING FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt02571000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION ACCOUNTS FOR TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. WITH FEW EXCEPTIONS, THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE PRIOR THREE YEARS. MANAGEMENT HAS REVIEWED THE CORPORATIONS TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016 AND 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07874541
IRS990ScheduleD/TotalExpensesPerForm990Amt01348166
IRS990ScheduleD/TotalLiabilityAmt0646938
IRS990ScheduleD/TotalRevenuePerForm990Amt02571000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02571000
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01348166
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SERVING THE NEEDS OF LOW AND MODERATE INCOME PEOPLE THROUGH COMMUNITY ECONOMIC DEVELOPMENT ACTIVITIES INCLUDING THE DEVELOPMENT AND MANAGEMENT OF AFFORDABLE RENTAL HOUSING, FIRST TIME HOME OWNERSHIP, AND COMMUNITY SELF- HELP ACTIVITIES WITHIN POLK COUNTY, OREGON, AND TO CARRY OUT SUCH ACTIVITIES AND BUSINESS AS MAY BE AUTHORIZED FOR A CORPORATION ORGANIZED UNDER THE OREGON NONPROFIT CORPORATION ACT AND AS A CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE DEPARTMENT AND THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY ACTIONS BY THE BOARD OF DIRECTORS REQUIRE THE BOARD TO DISCLOSE CONFLICTS OF INTEREST. IF A CONFLICT THE BOARD MEMBER IS EXCLUDED FROM PARTICIPATING ANY VOTE REGARDING THAT ACTION.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,083,926
Liabilities
$1,881,067
Net assets
$10,202,859
Revenue
$2,571,000
Expenses
$1,348,166
Net income
$1,222,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.7$10.6$22.1$10.8$4.68$6.14
2024Detailed filing. Detailed filing data is available for this year.$25.9$9.96$15.9$4.21$4.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$24.3$8.43$15.9$3.55$3.75$0.21
2022Detailed filing. Detailed filing data is available for this year.$22.1$6.01$16.1$5.31$3.01$2.30
2021Detailed filing. Detailed filing data is available for this year.$18.7$4.92$13.8$4.06$2.69$1.37
2020Detailed filing. Detailed filing data is available for this year.$17.6$5.22$12.4$1.90$2.30$0.40
2019Detailed filing. Detailed filing data is available for this year.$17.2$4.37$12.8$2.60$1.87$0.73
2018Detailed filing. Detailed filing data is available for this year.$15.7$3.66$12.1$1.99$1.65$0.34
2017Detailed filing. Detailed filing data is available for this year.$13.5$1.75$11.7$3.09$1.56$1.53
2016Detailed filing. Detailed filing data is available for this year.$12.1$1.88$10.2$2.57$1.35$1.22
2015Detailed filing. Detailed filing data is available for this year.$10.9$1.94$8.98$2.00$1.31$0.69
2014Detailed filing. Detailed filing data is available for this year.$10.1$1.84$8.29$1.73$1.24$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$2.48$7.81$1.11
2012Summary only. Only limited summary data is available for this year.$9.31$1.91$7.40$1.61$1.03$0.58
2011Summary only. Only limited summary data is available for this year.$8.79$1.98$6.81$1.31$0.98$0.32