Civic Intelligence

Caritas Community Housing Corp

EIN 94-3395473 • 501(c)3 • Portland, OR

Profile

The purpose of this organization is to develop, own, finance, manage, and otherwise provide affordable housing and housing related services in western oregon for very low, low and moderate income individuals and families to meet their physical, social, spiritual, and psychological needs, and to promote their health, security, happiness, and inclusion in the larger community and to help develope such communities and opportunities for self-help.

2740 SE Powell Blvd Ste 5Portland, OR 97202

www.catholiccharitiesoregon.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.38x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

5.48x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

15th percentile

-13%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-0.5%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,020,152

Up $135,870 (+0.7%) from 2024

Liabilities

Down

$5,735,070

Down $2,253,971 (-28%) from 2024

Net Assets

Up

$15,285,082

Up $2,389,841 (+19%) from 2024

Revenue

Up

$4,777,039

Up $3,318,450 (+228%) from 2024

Expenses

Up

$2,387,198

Up $739,262 (+45%) from 2024

Net Income

Up

$2,389,841

Up $2,579,188 (+1362%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $10,181,378Liabilities 2011: $4,026,701Net Assets 2011: $6,154,6772011Assets 2012: $10,067,230Liabilities 2012: $3,920,987Net Assets 2012: $6,146,2432012Assets 2013: $10,177,377Liabilities 2013: $4,060,664Net Assets 2013: $6,116,7132013Assets 2014: $10,575,348Liabilities 2014: $3,979,332Net Assets 2014: $6,596,0162014Assets 2015: $10,527,893Liabilities 2015: $4,072,320Net Assets 2015: $6,455,5732015Assets 2016: $10,361,116Liabilities 2016: $4,017,797Net Assets 2016: $6,343,3192016Assets 2017: $10,378,711Liabilities 2017: $3,961,787Net Assets 2017: $6,416,9242017Assets 2018: $11,341,553Liabilities 2018: $3,860,482Net Assets 2018: $7,481,0712018Assets 2019: $13,556,310Liabilities 2019: $4,579,771Net Assets 2019: $8,976,5392019Assets 2020: $13,284,459Liabilities 2020: $4,493,967Net Assets 2020: $8,790,4922020Assets 2021: $15,394,619Liabilities 2021: $6,873,729Net Assets 2021: $8,520,8902021Assets 2022: $19,623,287Liabilities 2022: $6,226,545Net Assets 2022: $13,396,7422022Assets 2023: $20,994,509Liabilities 2023: $7,909,921Net Assets 2023: $13,084,5882023Assets 2024: $20,884,282Liabilities 2024: $7,989,041Net Assets 2024: $12,895,2412024Assets 2025: $21,020,152Liabilities 2025: $5,735,070Net Assets 2025: $15,285,0822025

Highlighted filing

2025

Assets$21,020,152
Liabilities$5,735,070
Net Assets$15,285,082

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $614,520Expenses 2011: $666,152Net Income 2011: -$51,6322011Revenue 2012: $664,776Expenses 2012: $673,210Net Income 2012: -$8,4342012Expenses 2013: $751,4942013Revenue 2014: $1,274,108Expenses 2014: $794,805Net Income 2014: $479,3032014Revenue 2015: $671,851Expenses 2015: $812,292Net Income 2015: -$140,4412015Revenue 2016: $868,425Expenses 2016: $980,679Net Income 2016: -$112,2542016Revenue 2017: $848,596Expenses 2017: $774,991Net Income 2017: $73,6052017Revenue 2018: $1,923,676Expenses 2018: $859,529Net Income 2018: $1,064,1472018Revenue 2019: $985,630Expenses 2019: $1,127,880Net Income 2019: -$142,2502019Revenue 2020: $977,968Expenses 2020: $1,164,015Net Income 2020: -$186,0472020Revenue 2021: $1,129,132Expenses 2021: $1,398,734Net Income 2021: -$269,6022021Revenue 2022: $6,218,714Expenses 2022: $1,342,862Net Income 2022: $4,875,8522022Revenue 2023: $1,148,615Expenses 2023: $1,460,769Net Income 2023: -$312,1542023Revenue 2024: $1,458,589Expenses 2024: $1,647,936Net Income 2024: -$189,3472024Revenue 2025: $4,777,039Expenses 2025: $2,387,198Net Income 2025: $2,389,8412025

Highlighted filing

2025

Revenue$4,777,039
Expenses$2,387,198
Net Income$2,389,841

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.0$5.74$15.3$4.78$2.39$2.39
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$7.99$12.9$1.46$1.65$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$7.91$13.1$1.15$1.46$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$6.23$13.4$6.22$1.34$4.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$6.87$8.52$1.13$1.40$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$4.49$8.79$0.98$1.16$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$4.58$8.98$0.99$1.13$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$3.86$7.48$1.92$0.86$1.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$3.96$6.42$0.85$0.77$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$4.02$6.34$0.87$0.98$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$4.07$6.46$0.67$0.81$0.14
2014Detailed filing. Detailed filing data is available for this year.$10.6$3.98$6.60$1.27$0.79$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$4.06$6.12$0.75
2012Summary only. Only limited summary data is available for this year.$10.1$3.92$6.15$0.66$0.67$0.01
2011Summary only. Only limited summary data is available for this year.$10.2$4.03$6.15$0.61$0.67$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 18, 2026
Return Version
2024v5.5
Gross Receipts
$4,777,039
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,082,710$9,670,950▼ $411,760
Investments Other Securities$3,884,843$3,884,841▼ $2
Other Notes and Loans Receivable, Net$5,774,659$3,824,922▼ $1,949,737
Savings and Temporary Cash Investments$747,075$593,546▼ $153,529
Accounts Receivable$133,134$418,604▲ $285,470
Cash and Non-Interest-Bearing Accounts$100,712$174,519▲ $73,807
Prepaid Expenses and Deferred Charges$93,293$91,797▼ $1,496
Total Assets$20,884,282$21,020,152▲ $135,870
Other Assets Total$67,856$2,360,973▲ $2,293,117
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,599,604$3,743,936▼ $855,668
Other Liabilities$1,840,167$1,438,589▼ $401,578
Accounts Payable and Accrued Expenses$1,526,862$542,780▼ $984,082
Deferred Revenue$22,408$9,765▼ $12,643
Total Liabilities$7,989,041$5,735,070▼ $2,253,971
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,880,249$8,292,090▲ $2,411,841
Net Assets With Donor Restrictions$7,014,992$6,992,992▼ $22,000
Total Net Assets Fund Balance$12,895,241$15,285,082▲ $2,389,841
Total Liabilities and Net Assets / Fund Balance$20,884,282$21,020,152▲ $135,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,341,886$5,981,963$14,323,849
Land$1,294,459-$1,294,459
Equipment$17,405$319,229$336,634
Other Land Buildings$17,200$280,801$298,001
Other Assets Org$50,294--
Other Securities$3,884,841--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kaleen DeatherageExecutive Director$50,541$50,541

Board Members and Trustees

NameTitle
Chris DuffinChair
David RuelasDirector
Kristin ConnorDirector
Scott JonssonDirector
Natalie WoodExecutive Director
Marci PierceCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,699,045
Investment Income
$77,994
Other Revenue
$0
Change in Net Assets
$2,389,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,122,653
Salaries, Compensation, and Employee Benefits$264,545
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$465,478--$465,478
Fees for Services Other$378,177--$378,177
Occupancy$294,341--$294,341
Other Salaries and Wages$216,449--$216,449
Insurance$174,418--$174,418
Fees for Services Management$137,232--$137,232
Fees for Service Investment Mgmnt Fees-$69,650-$69,650
Fees for Services Accounting-$63,017-$63,017
Information Technology$42,995--$42,995
All Other Expenses$27,966$14,589-$42,555
Interest$37,798--$37,798
Office Expenses$33,471--$33,471
Other Employee Benefits$25,534--$25,534
Payroll Taxes$22,562--$22,562
Fees for Services Legal$17,716--$17,716
Advertising$15,490--$15,490
Other Expenses$14,849--$14,849
Travel$942--$942
Total Functional Expenses$2,239,942$147,256$0$2,387,198
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
Advances From Affiliates$1,438,589
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Cchc has delegated control over management duties to catholic charities of oregon and guardian management, llc.

Form 990, Part VI, Section A, Line 6

Cchc is a membership corporation with catholic charities of oregon board members as the membership.

Form 990, Part VI, Section A, Line 7A

Catholic charities of oregon board members appoint the cchc board.

Form 990, Part VI, Section A, Line 7B

Decisions of the governing body are subject to approval by catholic charities of oregon board members.

Form 990, Part VI, Section B, Line 11B

Management reviews the form 990 and provides a copy to cchc's governing board.

Form 990, Part VI, Section B, Line 12C

Annual inquiry made and board members are instructed to provide notification. All potential conflicts are reviewed by board members to determine if/when actual conflicts exist.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Caritas Community Housing Corp
EIN
94-3395473
Phone
5032314866
Address
2740 SE POWELL BLVD STE 5, PORTLAND, OR 97202

Signing Officer

Name
Marci Pierce
Title
CFO
Phone
5032314866
Signed
2026-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marci Pierce
Formed
2001
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Kernutt Stokes Llp
Address
1600 EXECUTIVE PARKWAY SUITE 110, EUGENE, OR 97401-7116
Preparer
Tiffany K Nash
Phone
5416871170
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES:

The purpose of this organization is to develop, own, finance, manage, and otherwise provide affordable housing and housing related services in western oregon for very low, low, and moderate income individuals and families to meet their physical, social, spiritual, and psychological needs. To promote health, security, happiness, and inclusion in the larger community and to help develop such communities and opportunities for self-help.

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

The purpose of this organization is to develop, own, finance, manage, and otherwise provide affordable housing and housing related services in western oregon for very low, low, and moderate income individuals and families to meet their physical, social, spiritual, and psychological needs. To promote health, security, happiness, and inclusion in the larger community and to help develop such communities and opportunities for self-help.

Form 990, Part IX, Line 11G

Professional fees: program service expenses 11,206. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,206. Maintenance contract services: program service expenses 78,401. Management and general expenses 0. Fundraising expenses 0. Total expenses 78,401. Consulting fees: program service expenses 288,570. Management and general expenses 0. Fundraising expenses 0. Total expenses 288,570.

FORM 990, PART XII, LINE 2C:

The process has not changed from prior year(s).

Raw XML AppendixShowing 400 of 586 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.

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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OccupancyGrp/TotalAmt0294341
IRS990/OfficeExpensesGrp/ProgramServicesAmt033471
IRS990/OfficeExpensesGrp/TotalAmt033471
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IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt025534
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS OPERATING
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherExpensesGrp/ProgramServicesAmt148830
IRS990/OtherExpensesGrp/ProgramServicesAmt219931
IRS990/OtherExpensesGrp/ProgramServicesAmt314849
IRS990/OtherExpensesGrp/TotalAmt0265763
IRS990/OtherExpensesGrp/TotalAmt148830
IRS990/OtherExpensesGrp/TotalAmt219931
IRS990/OtherExpensesGrp/TotalAmt314849
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt022562
IRS990/PayrollTaxesGrp/TotalAmt022562
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt091797
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt093428
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04699045
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0915056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06096258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0987644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014036312
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt077994
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0163827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0173559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0107456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt093428
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IRS990ScheduleA/InvestmentIncomeCYPct00.04150
IRS990ScheduleA/InvestmentIncomePYPct00.05670
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IRS990ScheduleA/PublicSupportCY509Pct00.47100
IRS990ScheduleA/PublicSupportPY509Pct00.57390
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07248297
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt03159680
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt04088617
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01125704
IRS990ScheduleA/Total509Grp/TotalAmt014249372
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014865636
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08341886
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05981963
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IRS990ScheduleD/EquipmentGrp/BookValueAmt017405
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0319229
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0336634
IRS990ScheduleD/LandGrp/BookValueAmt01294459
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01294459
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt250294
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEVELOPER FEE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER CURRENT ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCES FROM AFFILIATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03884841
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INTEREST IN LIMITED PARTNERSHIPS
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NATALIE WOOD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARCI PIERCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1190413
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CATHOLIC CHARITIES OF OREGON, RELATED ORGANIZATION, MAKES USE OF WRITTEN EMPLOYMENT CONTRACTS AND COMPENSATION IS APPROVED BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THIS ORGANIZATION IS TO DEVELOP, OWN, FINANCE, MANAGE, AND OTHERWISE PROVIDE AFFORDABLE HOUSING AND HOUSING RELATED SERVICES IN WESTERN OREGON FOR VERY LOW, LOW, AND MODERATE INCOME INDIVIDUALS AND FAMILIES TO MEET THEIR PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS. TO PROMOTE HEALTH, SECURITY, HAPPINESS, AND INCLUSION IN THE LARGER COMMUNITY AND TO HELP DEVELOP SUCH COMMUNITIES AND OPPORTUNITIES FOR SELF-HELP.

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