Civic Intelligence

Polk Community Development Corporation

990 • Fiscal year 2024 • EIN 93-1012211

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

Organization ProfileWWW.POLKCDC.ORG
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

66th percentile

0.38x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

2.37x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

42nd percentile

1.6%

Higher net margin than 42% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$124,392

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

54th percentile

6.6%

Faster asset growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

19%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$25,890,649

Up $1,603,935 (+6.6%) from 2023

Net Assets

Up

$15,927,197

Up $66,139 (+0.4%) from 2023

Liabilities

Up

$9,963,452

Up $1,537,796 (+18%) from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin42nd percentile

Revenue

Up

$4,205,167

Up $659,212 (+19%) from 2023

Expenses

Up

$4,139,028

Up $386,168 (+10%) from 2023

Net Income

Up

$66,139

Up $273,044 (+132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2024

Assets$25,890,649
Liabilities$9,963,452
Net Assets$15,927,197
Open 2024 Filing

Operations Trend

Revenue Growth68th 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

2024

Revenue$4,205,167
Expenses$4,139,028
Net Income$66,139
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$4,600,834
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$21,326,691$22,028,174▲ $701,483
Savings and Temporary Cash Investments$719,521$1,417,195▲ $697,674
Cash and Non-Interest-Bearing Accounts$431,564$815,271▲ $383,707
Other Notes and Loans Receivable, Net$467,265$545,112▲ $77,847
Pledges and Grants Receivable$332,962$346,821▲ $13,859
Investments in Publicly Traded Securities$356,032$320,565▼ $35,467
Accounts Receivable$29,476$181,771▲ $152,295
Prepaid Expenses and Deferred Charges$73,913$87,020▲ $13,107
Total Assets$24,286,714$25,890,649▲ $1,603,935
Other Assets Total$549,290$148,720▼ $400,570
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,964,760$8,738,834▲ $1,774,074
Other Liabilities$630,054$613,206▼ $16,848
Accounts Payable and Accrued Expenses$810,046$586,390▼ $223,656
Deferred Revenue$20,796$25,022▲ $4,226
Total Liabilities$8,425,656$9,963,452▲ $1,537,796
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,768,846$14,035,415▲ $266,569
Net Assets With Donor Restrictions$2,092,212$1,891,782▼ $200,430
Total Net Assets Fund Balance$15,861,058$15,927,197▲ $66,139
Total Liabilities and Net Assets / Fund Balance$24,286,714$25,890,649▲ $1,603,935

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,324,678$14,137,749$33,462,427
Land$2,657,212-$2,657,212
Equipment$46,284$509,485$555,769
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rita a GradyExecutive DiFT$124,392$124,392

Board Members and Trustees

NameTitle
Amy HoughtalingPresident
Alea LittletonDirector
Javier CastanedaDirector
Jeremy GordonDirector
Kate Cooper RichardsonDirector
Zellee AllenDirector
Stephanie TorresSecretary
Linda JenningsTreasurer
Lane ShetterlyVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
I & E ConstructionConstruction9550 SE CLACKAMAS RD, Clackamas, OR 97015$3,821,448
Leighs Construction Co LLCConstruction2875 BOLTON TERRACE, Salem, OR 97302$365,416
Revenue and Support

Revenue Composition

Contributions and Grants
$2,079,252
Program Service Revenue
$2,082,076
Investment Income
$43,839
Other Revenue
$0
All Other Contributions
$75,536
Change in Net Assets
$66,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,205,167
Total Revenue per Audited Statements
$4,205,167
Total Revenue per Form 990
$4,205,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,570,896
Salaries, Compensation, and Employee Benefits$1,193,102
Grants and Similar Amounts Paid$375,030
Total Fundraising Expense$217,410
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,057,616--$1,057,616
Other Salaries and Wages$526,409$294,086$48,704$869,199
Grants to Domestic Individuals$375,030--$375,030
Interest$280,346$17,667-$298,013
Insurance$193,275$4,654-$197,929
Current Officers, Directors, Trustees, and Key Employees$39,311$13,104$78,622$131,037
Office Expenses$33,050$92,388-$125,438
Other Expenses$120,028$2,890-$122,918
All Other Expenses$4,998$30,856$66,189$102,043
Other Employee Benefits$54,282$29,474$11,521$95,277
Payroll Taxes$47,070$25,560$10,547$83,177
Information Technology$13,103$36,622-$49,725
Fees for Services Accounting$3,979$34,916-$38,895
Fees for Services Other$24,192$3,561-$27,753
Travel$4,146$11,588-$15,734
Pension Plan Contributions$8,156$4,429$1,827$14,412
Fees for Services Legal$906$7,948-$8,854
Total Functional Expenses$3,280,010$641,608$217,410$4,139,028

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,139,028
Total Expenses per Audited Statements$4,139,028
Total Expenses per Form 990$4,139,028
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$468,001
Tenant Security Deposits$145,205
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the finance department and the executive director. A copy is provided to the board 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
PO BOX 33, DALLAS, OR 97338

Signing Officer

Name
Rita a Grady
Title
Executive Director
Phone
5038313173
Signed
2025-05-09
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
18
Volunteers
9

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 corporation is subject to federal and state income tax examinations by tax authorities for the prior three years. Management has reviewed the corporation's tax positions and determined there were no uncertain tax positions as of june 30, 2024 and 2023.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/InsuranceGrp/ManagementAndGeneralAmt04654
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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).
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011521
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt095277
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04083
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127782
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22890
IRS990/OtherExpensesGrp/ProgramServicesAmt0289935
IRS990/OtherExpensesGrp/ProgramServicesAmt1204178
IRS990/OtherExpensesGrp/ProgramServicesAmt2120028
IRS990/OtherExpensesGrp/TotalAmt0294018
IRS990/OtherExpensesGrp/TotalAmt1231960
IRS990/OtherExpensesGrp/TotalAmt2122918
IRS990/OtherLiabilitiesGrp/BOYAmt0630054
IRS990/OtherLiabilitiesGrp/EOYAmt0613206
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048704
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0294086
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0526409
IRS990/OtherSalariesAndWagesGrp/TotalAmt0869199
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0467265
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0545112
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010547
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025560
IRS990/PayrollTaxesGrp/ProgramServicesAmt047070
IRS990/PayrollTaxesGrp/TotalAmt083177
IRS990/PensionPlanContributionsGrp/FundraisingAmt01827
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04429
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08156
IRS990/PensionPlanContributionsGrp/TotalAmt014412
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0332962
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0346821
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt073913
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087020
IRS990/PrincipalOfficerNm0RITA A GRADY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0NET RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1OTHER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02016842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt165016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02016842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt165016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2218
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01745064
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0540027
IRS990/PYInvestmentIncomeAmt024709
IRS990/PYOtherExpensesAmt02165329
IRS990/PYProgramServiceRevenueAmt01776182
IRS990/PYRevenuesLessExpensesAmt0-206905
IRS990/PYSalariesCompEmpBnftPaidAmt01047504
IRS990/PYTotalExpensesAmt03752860
IRS990/PYTotalRevenueAmt03545955
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt066139
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03813955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02432395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0715345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010786011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0606
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021654
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07894371
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IRS990ScheduleA/PublicSupportPY170Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt010786011
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02079252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01745064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03813955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02432395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0715345
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010786011
IRS990ScheduleA/TotalSupportAmt010807665
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt014137749
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IRS990ScheduleD/EquipmentGrp/BookValueAmt046284
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0509485
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IRS990ScheduleD/ExpensesSubtotalAmt04139028
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02657212
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02657212
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0468001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1145205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO REVOLVING FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt04205167
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION ACCOUNTS FOR TAX POSITIONS IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. WITH FEW EXCEPTIONS, THE CORPORATION IS SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE PRIOR THREE YEARS. MANAGEMENT HAS REVIEWED THE CORPORATION'S TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt04139028
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IRS990ScheduleD/TotalRevenuePerForm990Amt04205167
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04205167
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0368915
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt16115
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HOME REHAB, LOW-INCOME
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt031
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1122
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SELECTION CRITERIA IS DICTATED BY GRANT AGREEMENTS, AND APPLICATIONS WITH SUPPORTING DOCUMENTATION ARE REVIEWED AND VERIFIED TO ENSURE GRANTEE ELIGIBILITY. COSTS ARE PAID DIRECTLY TO SERVICE PROVIDERS WHEN APPLICABLE.

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,890,649
Liabilities
$9,963,452
Net assets
$15,927,197
Revenue
$4,205,167
Expenses
$4,139,028
Net income
$66,139
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