Civic Intelligence

Union Labor Retirement Association

EIN 93-6032678 • 501(c)3 • Clackamas, OR

Profile

Provide affordable housing for elderly and other low income residents

12901 SE 97th Ave Ste 220Clackamas, OR 97015
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.44x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

4.42x

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

36th percentile

2.4%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$58,346,318

Up $1,382,733 (+2.4%) from 2023

Liabilities

Down

$25,643,550

Down $277,605 (-1.1%) from 2023

Net Assets

Up

$32,702,768

Up $1,660,338 (+5.3%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin81st percentile

Revenue

Down

$5,807,854

Down $12,505,491 (-68%) from 2023

Expenses

Up

$4,147,516

Up $1,041,525 (+34%) from 2023

Net Income

Down

$1,660,338

Down $13,547,016 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $18,370,669Liabilities 2011: $4,686,912Net Assets 2011: $13,683,7572011Assets 2012: $18,490,309Liabilities 2012: $4,117,263Net Assets 2012: $14,373,0462012Assets 2013: $18,949,246Liabilities 2013: $3,508,029Net Assets 2013: $15,441,2172013Assets 2014: $18,959,339Liabilities 2014: $2,888,266Net Assets 2014: $16,071,0732014Assets 2015: $29,942,141Liabilities 2015: $16,106,714Net Assets 2015: $13,835,4272015Assets 2016: $30,002,718Liabilities 2016: $16,117,016Net Assets 2016: $13,885,7022016Assets 2017: $30,022,250Liabilities 2017: $15,901,666Net Assets 2017: $14,120,5842017Assets 2018: $29,957,255Liabilities 2018: $15,729,743Net Assets 2018: $14,227,5122018Assets 2019: $29,984,236Liabilities 2019: $15,736,351Net Assets 2019: $14,247,8852019Assets 2020: $30,757,621Liabilities 2020: $15,682,915Net Assets 2020: $15,074,7062020Assets 2021: $31,402,860Liabilities 2021: $15,902,303Net Assets 2021: $15,500,5572021Assets 2022: $34,537,149Liabilities 2022: $18,702,073Net Assets 2022: $15,835,0762022Assets 2023: $56,963,585Liabilities 2023: $25,921,155Net Assets 2023: $31,042,4302023Assets 2024: $58,346,318Liabilities 2024: $25,643,550Net Assets 2024: $32,702,7682024

Highlighted filing

2024

Assets$58,346,318
Liabilities$25,643,550
Net Assets$32,702,768
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2011: $5,199,738Expenses 2011: $4,609,107Net Income 2011: $590,6312011Revenue 2012: $4,917,465Expenses 2012: $4,228,176Net Income 2012: $689,2892012Revenue 2013: $5,480,808Expenses 2013: $4,412,637Net Income 2013: $1,068,1712013Revenue 2014: $5,263,610Expenses 2014: $4,633,754Net Income 2014: $629,8562014Revenue 2015: $5,889,125Expenses 2015: $8,124,771Net Income 2015: -$2,235,6462015Revenue 2016: $1,976,328Expenses 2016: $653,608Net Income 2016: $1,322,7202016Revenue 2017: $2,138,246Expenses 2017: $1,817,085Net Income 2017: $321,1612017Revenue 2018: $2,148,906Expenses 2018: $2,041,978Net Income 2018: $106,9282018Revenue 2019: $1,829,487Expenses 2019: $1,689,107Net Income 2019: $140,3802019Revenue 2020: $2,516,916Expenses 2020: $1,690,095Net Income 2020: $826,8212020Revenue 2021: $2,359,366Expenses 2021: $1,933,515Net Income 2021: $425,8512021Revenue 2022: $2,527,173Expenses 2022: $2,192,654Net Income 2022: $334,5192022Revenue 2023: $18,313,345Expenses 2023: $3,105,991Net Income 2023: $15,207,3542023Revenue 2024: $5,807,854Expenses 2024: $4,147,516Net Income 2024: $1,660,3382024

Highlighted filing

2024

Revenue$5,807,854
Expenses$4,147,516
Net Income$1,660,338
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$58,346,318
Liabilities
$25,643,550
Net assets
$32,702,768
Revenue
$5,807,854
Expenses
$4,147,516
Net income
$1,660,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.3$25.6$32.7$5.81$4.15$1.66
2023Detailed filing. Detailed filing data is available for this year.$57.0$25.9$31.0$18.3$3.11$15.2
2022Detailed filing. Detailed filing data is available for this year.$34.5$18.7$15.8$2.53$2.19$0.33
2021Detailed filing. Detailed filing data is available for this year.$31.4$15.9$15.5$2.36$1.93$0.43
2020Detailed filing. Detailed filing data is available for this year.$30.8$15.7$15.1$2.52$1.69$0.83
2019Detailed filing. Detailed filing data is available for this year.$30.0$15.7$14.2$1.83$1.69$0.14
2018Summary only. Only limited summary data is available for this year.$30.0$15.7$14.2$2.15$2.04$0.11
2017Summary only. Only limited summary data is available for this year.$30.0$15.9$14.1$2.14$1.82$0.32
2016Summary only. Only limited summary data is available for this year.$30.0$16.1$13.9$1.98$0.65$1.32
2015Summary only. Only limited summary data is available for this year.$29.9$16.1$13.8$5.89$8.12$2.24
2014Summary only. Only limited summary data is available for this year.$19.0$2.89$16.1$5.26$4.63$0.63
2013Summary only. Only limited summary data is available for this year.$18.9$3.51$15.4$5.48$4.41$1.07
2012Summary only. Only limited summary data is available for this year.$18.5$4.12$14.4$4.92$4.23$0.69
2011Summary only. Only limited summary data is available for this year.$18.4$4.69$13.7$5.20$4.61$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2024
Return Version
2023v6.0
Gross Receipts
$5,807,854
Mission and Program Overview

Mission

Provide affordable housing for elderly and other low income residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,042,430$32,702,768▲ $1,660,338
Savings and Temporary Cash Investments$22,535,879$17,844,683▼ $4,691,196
Other Notes and Loans Receivable, Net$16,310,794$16,192,388▼ $118,406
Land, Buildings, and Equipment, Net$8,966,787$11,098,450▲ $2,131,663
Investments Other Securities$5,014,008$10,306,997▲ $5,292,989
Cash and Non-Interest-Bearing Accounts$3,442,469$2,433,890▼ $1,008,579
Accounts Receivable$12,743$6,281▼ $6,462
Prepaid Expenses and Deferred Charges$5,069--
Total Assets$56,963,585$58,346,318▲ $1,382,733
Other Assets Total$675,836$463,629▼ $212,207
Liabilities
Mortgage Notes Payable Secured by Investment Property$24,393,041$24,101,373▼ $291,668
Unsecured Notes Loans Payable$630,924$630,924→ $0
Accounts Payable and Accrued Expenses$526,475$539,481▲ $13,006
Other Liabilities$363,836$367,865▲ $4,029
Deferred Revenue$6,879$3,907▼ $2,972
Total Liabilities$25,921,155$25,643,550▼ $277,605
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,042,430$32,702,768▲ $1,660,338
Total Liabilities and Net Assets / Fund Balance$56,963,585$58,346,318▲ $1,382,733

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,672,666$6,004,204$14,676,870
Land$1,900,571-$1,900,571
Equipment$525,213$133,935$659,148
Other Securities$10,306,997--
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Dean E KirklandPresident
Edward BarnesDirector
Jack RoyDirector
Kristin KirklandExec Vice-pr
Victoria KirklandSecretary-tr
Drew SimpsonVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,212,048
Investment Income
$595,806
Other Revenue
$0
Change in Net Assets
$1,660,338

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,807,854
Total Revenue per Audited Statements
$5,807,854
Total Revenue per Form 990
$5,807,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,477,471
Salaries, Compensation, and Employee Benefits$670,045
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,267,396--$1,267,396
Other Salaries and Wages$590,003--$590,003
Insurance$466,840--$466,840
Depreciation Depletion$266,780--$266,780
Fees for Services Management$194,460--$194,460
Payroll Taxes$80,042--$80,042
Office Expenses$49,218--$49,218
Fees for Services Accounting$31,762--$31,762
Other Expenses$25,476--$25,476
Advertising$23,513--$23,513
Conferences and Meetings$21,717--$21,717
Fees for Services Legal$19,619--$19,619
All Other Expenses$19,344--$19,344
Travel$3,023--$3,023
Total Functional Expenses$4,147,516$0$0$4,147,516

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,147,516
Total Expenses per Audited Statements$4,147,516
Total Expenses per Form 990$4,147,516
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
Notes Payable-ulra$274,924
Tenant Security Deposits$70,741
Accrued Interest$22,200
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“YES”

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

“A copy of the form 990 is provided to the board chair prior to filing. Form 990 is then filed after review and approval by the management company and the board chair.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Union Labor Retirement Association
EIN
93-6032678
Phone
5032314922
Address
12901 SE 97TH AVE STE 220, CLACKAMAS, OR 97015

Signing Officer

Name
Greg Franks
Title
Executive Admin
Phone
5032314922
Signed
2024-05-12

Organization Details

Principal Officer
Dean E Kirkland
Formed
1964
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
LOVERIDGE HUNT & CO CPA'S
Address
14725 SE 36TH ST STE 401, BELLEVUE, WA 98006-1682
Preparer
Craig T Leong
Phone
4254532088
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IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY AND VENDING
IRS990/ProgramServiceRevenueGrp/Desc4OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04380186
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1765361
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt237403
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328810
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4288
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1765361
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328810
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IRS990/PYRevenuesLessExpensesAmt015207354
IRS990/PYSalariesCompEmpBnftPaidAmt0506249
IRS990/PYTotalExpensesAmt03105991
IRS990/PYTotalRevenueAmt018313345
IRS990/ReconcilationRevenueExpnssAmt01660338
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IRS990/RelatedEntityInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031042430
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032702768
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022535879
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017844683
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0436105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0436679
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0654513
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02141744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05212048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04656553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02091068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01922687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01862403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015744759
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0595806
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0654513
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IRS990ScheduleA/InvestmentIncomePYPct00.11000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01922687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01862403
IRS990ScheduleA/Total509Grp/TotalAmt015744759
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02359366
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IRS990ScheduleD/BuildingsGrp/BookValueAmt08672666
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06004204
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014676870
IRS990ScheduleD/EquipmentGrp/BookValueAmt0525213
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0133935
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0659148
IRS990ScheduleD/ExpensesSubtotalAmt04147516
IRS990ScheduleD/LandGrp/BookValueAmt01900571
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01900571
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0274924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt170741
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt222200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTES PAYABLE-ULRA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010306997
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TOTAL INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueSubtotalAmt05807854
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011098450
IRS990ScheduleD/TotalBookValueSecuritiesAmt010306997
IRS990ScheduleD/TotalExpensesPerForm990Amt04147516
IRS990ScheduleD/TotalLiabilityAmt0367865
IRS990ScheduleD/TotalRevenuePerForm990Amt05807854
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05807854
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04147516
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD CHAIR PRIOR TO FILING. FORM 990 IS THEN FILED AFTER REVIEW AND APPROVAL BY THE MANAGEMENT COMPANY AND THE BOARD CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KIRKLAND UNION MANOR ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNION RETIREMENT ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2KIRKLAND UNION PLAZA ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3KIRKLAND MANOR ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0931129083
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930840517
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2931266553
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2AFFORD HSG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3AFFORD HSG
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt112901 SE 97TH AVE STE 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt212901 SE 97TH AVE STE 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt312901 SE 97TH AVE STE 220
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CLACKAMAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2CLACKAMAS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3OR
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt056963585
IRS990/TotalAssetsEOYAmt058346318
IRS990/TotalAssetsGrp/BOYAmt056963585
IRS990/TotalAssetsGrp/EOYAmt058346318
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00

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