Civic Intelligence

Dallas Retirement Foundation

990 • Fiscal year 2021 • EIN 93-1094615

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileN/A
377 NW Jasper StreetDallas, OR 97338

(503) 623-5581

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.81x

Higher debt load relative to assets than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.93x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$55,125

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 36.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

76%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$176,339

Up $33,032 (+23%) from 2020

Net Assets

Up

$33,600

Up $80,293 (+172%) from 2020

Liabilities

Down

$142,739

Down $47,261 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin87th percentile

Revenue

Up

$153,202

Up $65,921 (+76%) from 2020

Expenses

Down

$72,909

Down $246,576 (-77%) from 2020

Net Income

Up

$80,293

Up $312,497 (+135%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0-$200KAssets 2010: $308,878Liabilities 2010: $0Net Assets 2010: $308,8782010Assets 2011: $325,345Liabilities 2011: $0Net Assets 2011: $325,3452011Assets 2012: $314,837Liabilities 2012: $0Net Assets 2012: $314,8372012Assets 2013: $397,470Liabilities 2013: $0Net Assets 2013: $397,4702013Assets 2014: $419,928Liabilities 2014: $0Net Assets 2014: $419,9282014Assets 2015: $415,691Liabilities 2015: $0Net Assets 2015: $415,6912015Assets 2016: $571,354Liabilities 2016: $0Net Assets 2016: $571,3542016Assets 2017: $180,661Liabilities 2017: $0Net Assets 2017: $180,6612017Assets 2018: $186,111Liabilities 2018: $0Net Assets 2018: $186,1112018Assets 2019: $185,511Liabilities 2019: $0Net Assets 2019: $185,5112019Assets 2020: $143,307Liabilities 2020: $190,000Net Assets 2020: -$46,6932020Assets 2021: $176,339Liabilities 2021: $142,739Net Assets 2021: $33,6002021Assets 2022: $225,676Liabilities 2022: $0Net Assets 2022: $225,6762022Assets 2023: $250,222Liabilities 2023: $0Net Assets 2023: $250,2222023Assets 2024: $271,601Liabilities 2024: $0Net Assets 2024: $271,6012024

Highlighted filing

2021

Assets$176,339
Liabilities$142,739
Net Assets$33,600
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

$500K$0-$500KExpenses 2010: $12,4582010Expenses 2011: $5,2182011Expenses 2012: $76,9412012Revenue 2013: $92,472Expenses 2013: $10,622Net Income 2013: $81,8502013Revenue 2014: $66,396Expenses 2014: $46,916Net Income 2014: $19,4802014Revenue 2015: $99,797Expenses 2015: $104,293Net Income 2015: -$4,4962015Revenue 2016: $181,269Expenses 2016: $26,004Net Income 2016: $155,2652016Revenue 2017: $54,501Expenses 2017: $446,454Net Income 2017: -$391,9532017Revenue 2018: $77,339Expenses 2018: $71,889Net Income 2018: $5,4502018Revenue 2019: $67,143Expenses 2019: $67,743Net Income 2019: -$6002019Revenue 2020: $87,281Expenses 2020: $319,485Net Income 2020: -$232,2042020Revenue 2021: $153,202Expenses 2021: $72,909Net Income 2021: $80,2932021Revenue 2022: $278,285Expenses 2022: $86,209Net Income 2022: $192,0762022Revenue 2023: $129,879Expenses 2023: $105,333Net Income 2023: $24,5462023Revenue 2024: $116,067Expenses 2024: $94,688Net Income 2024: $21,3792024

Highlighted filing

2021

Revenue$153,202
Expenses$72,909
Net Income$80,293
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$153,202
Mission and Program Overview

Mission

To serve the community by actively supporting the work of the dallas retirement village.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$124,721$160,453▲ $35,732
Rtn Earn Endowment Incm Other Fnds$-46,693$33,600▲ $80,293
Investments in Publicly Traded Securities$15,236$15,886▲ $650
Accounts Receivable$3,350$0▼ $3,350
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$143,307$176,339▲ $33,032
Other Assets Total-$0-
Liabilities
Other Liabilities$190,000$142,739▼ $47,261
Total Liabilities$190,000$142,739▼ $47,261
Net Assets / Fund Balance
Total Net Assets Fund Balance$-46,693$33,600▲ $80,293
Total Liabilities and Net Assets / Fund Balance$143,307$176,339▲ $33,032
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Sue LambDevelopment DirectorPT$55,125$55,125

Board Members and Trustees

NameTitle
Mike AinsworthChair
Susan MorrillVice Chair
Ben BaumanDirector
Cari RicheyDirector
David FletcherDirector
Jim WallDirector
Joyce MattesonDirector
Carolyn WallSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$152,338
Program Service Revenue
$0
Investment Income
$214
Other Revenue
$650
All Other Contributions
$135,260
Change in Net Assets
$80,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,909
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,909--$72,909
Total Functional Expenses$72,909$0$0$72,909
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
DALLAS mennonite retirement communityDallas, OR501(c)(3)Resident Assistance, Operating Exp.$72,909
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
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
Related Party Notes Payable$142,739
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Jim Wall and Carolyn Wall have a family relationship.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The completed 990 is reviewed by management and presented to the full board for review and approval.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The policy is reviewed annually at the first board meeting of the year and disclosures are signed by all board members.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“They are available upon request at the organization's administrative office.”

Filing and Contact Details

Filer

Filer Name
Dallas Retirement Foundation
EIN
93-1094615
Phone
5036235581
Address
377 NW Jasper Street, Dallas, OR 97338

Signing Officer

Name
David Parrett
Title
Executive Director
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Lamb
Formed
1992
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
30

Preparer

Firm
Hansen Hunter & Company Pc
Address
7080 SW FIR LOOP SUITE 100, TIGARD, OR 97223
Preparer
Lou McCollum
Phone
5032442134
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Dallas Mennonite Retirement Community exercised control of Dallas Retirement Foundation by appointing all board members of the Foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section C, Line 1: Control Or Management Of Supported Orgs.
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930415213
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt072909
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DALLAS MENNONITE RET COMM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt072909
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/OtherLiabilitiesOrgGrp/Amt0142739
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY NOTES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0142739
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt072909
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Resident Assistance, Operating Exp.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DALLAS mennonite retirement community
IRS990ScheduleI/RecipientTable/RecipientEIN0930415213
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0377 NW JASPER STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097338
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are provided to the Dallas Mennonite Retirement Community based on need to sustain resident assistance and operating funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jim Wall and Carolyn Wall have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR AND DISCLOSURES ARE SIGNED BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Dallas Mennonite Retirement Community
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930415213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0retirement community
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0377 NW Jasper Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Dallas
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt072909
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1142739
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt255125
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Dallas Mennonite Retirement Community
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Dallas Mennonite Retirement Community
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Dallas Mennonite Retirement Community
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1e
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2o
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0143307
IRS990/TotalAssetsEOYAmt0176339
IRS990/TotalAssetsGrp/BOYAmt0143307
IRS990/TotalAssetsGrp/EOYAmt0176339
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0152338
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072909
IRS990/TotalFunctionalExpensesGrp/TotalAmt072909
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,339
Liabilities
$142,739
Net assets
$33,600
Revenue
$153,202
Expenses
$72,909
Net income
$80,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$1.16$0.95$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.30$1.05$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.78$0.86$1.92
2021Detailed filing. Detailed filing data is available for this year.$1.76$1.43$0.34$1.53$0.73$0.80
2020Detailed filing. Detailed filing data is available for this year.$1.43$1.90$0.47$0.87$3.19$2.32
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.67$0.68$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.77$0.72$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.55$4.46$3.92
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$1.81$0.26$1.55
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$1.00$1.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.66$0.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.92$0.11$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.12