COMMUNITY AND SHELTER ASSISTANCE CORP

EIN: 930977842 501(c)(3)

SHERWOOD, OR

Total Revenue
$9,339,079
Total Expenses
$4,911,196
Total Assets
$38,813,946
Net Assets
$14,392,953
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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
OR
Principal Officer
PETER D HAINLEY
Phone
5035370319
Tax Period
2023-01-01 to 2023-12-31

COMMUNITY AND SHELTER ASSISTANCE CORP, founded in 1988, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.4M, a strong 47% operating margin.

Mission

ROOTED IN ITS SERVICE TO FARMWORKERS, CASA OF OREGON IMPROVES THE LIVES OF OREGONIANS IN UNDERSERVED COMMUNITIES THROUGH BUILDING AFFORDABLE HOUSING, NEIGHBORHOOD FACILITIES AND PROGRAMS THAT INCREASE FAMILIES' FINANCIAL SECURITY.

Program Service Accomplishments

Program 1
Expenses: $1,334,308 Revenue: $234,472

FAMILY ECONOMIC OPPORTUNITY - CASA ACTS AS THE FIDUCIARY ORGANIZATION AND PROGRAM ADMINISTRATOR FOR THREE COMMUNITY-BASED, INDIVIDUAL DEVELOPMENT ACCOUNT INITIATIVES: VIDA, MATCHED COLLEGE SAVINGS...

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FAMILY ECONOMIC OPPORTUNITY - CASA ACTS AS THE FIDUCIARY ORGANIZATION AND PROGRAM ADMINISTRATOR FOR THREE COMMUNITY-BASED, INDIVIDUAL DEVELOPMENT ACCOUNT INITIATIVES: VIDA, MATCHED COLLEGE SAVINGS PROGRAM (MCSP), AND EARN, EDUCATE, EMPOWER (E3). AT THE CORE OF CASA'S FAMILY ECONOMIC OPPORTUNITY PROGRAM (FEOP) ARE THE NOTIONS OF FINANCIAL SECURITY, ASSET BUILDING, WEALTH REDISTRIBUTION AND CONSUMER EDUCATION. IN THIS ROLE, CASA DIRECTS PROGRAM OPERATIONS INCLUDING: PROVIDING TRAINING AND TECHNICAL ASSISTANCE TO MEMBER ORGANIZATIONS; DATA COLLECTION; FUND DEVELOPMENT AND MANAGEMENT; AND DISTRIBUTION OF INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) FUNDS ON BEHALF OF 51 ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS THAT COMPRISE VIDA, MCSP, AND E3.THE VIDA PROGRAM IS A COLLABORATIVE OF NONPROFIT ORGANIZATIONS AND HOUSING AUTHORITIES THAT BRING A WIDE ARRAY OF EXPERIENCE INCLUDING HOUSING DEVELOPMENT, SOCIAL SUPPORT SERVICES, BUSINESS DEVELOPMENT ASSISTANCE, AND WORKFORCE DEVELOPMENT. VIDA MEMBERSHIP HAS GROWN FROM NINE ORGANIZATIONS IN 2001 TO 39 ORGANIZATIONS IN 2023. THE MCSP COLLABORATIVE CURRENTLY CONSISTS OF FOUR HIGH SCHOOLS AND COMMUNITY COLLEGES. THE SCHOOLS ACCESSING MCSP FOCUS ON CREATING ACCESS TO POSTSECONDARY EDUCATION FOR UNDERREPRESENTED STUDENTS, SUCH AS STUDENTS OF COLOR, FIRST-GENERATION STUDENTS, AND NON-NATIVE ENGLISH SPEAKERS. E3 IS A COLLABORATION BETWEEN THE OREGON ALLIANCE FOR INDEPENDENT COLLEGES AND UNIVERSITIES (OAICU) AND EIGHT PARTICIPATING EDUCATIONAL INSTITUTIONS. FINANCIAL AID STAFF WORK CLOSELY WITH CASA TO IDENTIFY AND ENROLL ELIGIBLE SAVERS. CASA PROVIDES COACHING AND DEVELOPMENT WHILE THE STUDENTS SAVE. TOGETHER, VIDA, MCSP, AND E3 SERVE 30 COUNTIES IN OREGON. SINCE 2001, MORE THAN $51.5 MILLION HAS BEEN AWARDED WHICH HAS CREATED OVER 1,600 HOMEOWNERS, ASSISTED OVER 1,000 SMALL BUSINESSES, AND HELPED OVER 2,600 STUDENTS PAY FOR POST-SECONDARY EDUCATION.IN ADDITION TO FUNDS FROM STATE AND FEDERAL RESOURCES, FEOP RECEIVES FEES FOR SERVICES FROM OAICU AND THEIR MEMBER SCHOOLS AS WELL AS OTHER ORGANIZATIONS FOR THE OVERSIGHT AND MANAGEMENT OF THEIR IDA PROGRAMS.

Program 2
Expenses: $1,262,273 Revenue: $1,325,253

MANUFACTURED HOUSING COOPERATIVE DEVELOPMENT - THE PRESERVATION OF MANUFACTURED HOME PARKS (COMMUNITIES) THROUGH THE CREATION OF RESIDENT-OWNED COMMUNITIES IS AT THE HEART OF THE MANUFACTURED HOUSING...

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MANUFACTURED HOUSING COOPERATIVE DEVELOPMENT - THE PRESERVATION OF MANUFACTURED HOME PARKS (COMMUNITIES) THROUGH THE CREATION OF RESIDENT-OWNED COMMUNITIES IS AT THE HEART OF THE MANUFACTURED HOUSING COOPERATIVE DEVELOPMENT CENTER (MHCDC). USING A MULTI-FACETED APPROACH, CASA'S PROGRAM FOCUSES ON ANTI-DISPLACEMENT AND AFFORDABLE HOUSING PRESERVATION POLICY ISSUES, AS WELL AS ON-THE-GROUND TECHNICAL ASSISTANCE IN ORDER TO MAKE RESIDENT OWNERSHIP A VIABLE OPTION.IN MAY 2008, CASA BECAME ONE OF NINE CERTIFIED TECHNICAL ASSISTANCE PROVIDERS (CTAPS) UNDER THE NATIONAL ROC USA NETWORK. AS A MEMBER OF THE ROC USA NETWORK, CASA DELIVERS PRE- AND POST-PURCHASE TECHNICAL ASSISTANCE AND HELPS MANUFACTURED HOMEOWNERS SECURE THE FINANCING NEEDED TO BUY THEIR COMMUNITIES AND SHAPE THEIR ECONOMIC FUTURES THROUGH RESIDENT OWNERSHIP.SINCE 2008, CASA HAS CONVERTED 26 COMMUNITIES (TOTALING 1,786 SPACES) INTO RESIDENT-OWNED COMMUNITIES AND PROVIDES ONGOING, POST-PURCHASE TECHNICAL ASSISTANCE AND TRAINING TO THE COOPERATIVE BOARD AND MEMBERS. CASA ALSO ACQUIRED A COMMUNITY DESTROYED BY WILDFIRE WHICH IS BEING REDEVELOPED FOR CONVERSION TO RESIDENT OWNERSHIP. TWO MORE COMMUNITIES REMAIN IN OUR PIPELINE FOR CONVERSION BY THE END OF 2023. THE AGGREGATE "AS-IMPROVED" MARKET VALUE OF CONVERTED COMMUNITIES IS ESTIMATED AT $115 MILLION. AGGREGATE GRANT FUNDS LEVERAGED FOR ACQUISITION IS ESTIMATED AT $52 MILLION. CASA CONTINUES TO EXPAND ITS MHCDC PROGRAM WITH THE GOAL OF CONVERTING AT LEAST TWO MANUFACTURED HOUSING COMMUNITIES ANNUALLY.

Program 3
Expenses: $618,810 Revenue: $940,108

REAL ESTATE DEVELOPMENT - CASA WAS ORIGINALLY ESTABLISHED TO ADDRESS THE HOUSING NEEDS OF FARMWORKERS THROUGHOUT OREGON. WORKING PRIMARILY WITH LOCAL COMMUNITY ORGANIZATIONS, THE REAL ESTATE...

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REAL ESTATE DEVELOPMENT - CASA WAS ORIGINALLY ESTABLISHED TO ADDRESS THE HOUSING NEEDS OF FARMWORKERS THROUGHOUT OREGON. WORKING PRIMARILY WITH LOCAL COMMUNITY ORGANIZATIONS, THE REAL ESTATE DEVELOPMENT (RED) DEPARTMENT SEEKS TO IMPROVE THE LIVES OF FARMWORKERS AND OTHER LOW INCOME HOUSEHOLDS IN RURAL OREGON. DEVELOPMENT ACTIVITIES INCLUDE NEW CONSTRUCTION, REHABILITATION, AND PRESERVATION OF SUBSIDIZED PROPERTIES. CASA PROVIDES A FULL SCOPE OF DEVELOPMENT SERVICES, INCLUDING IDENTIFYING AREAS OF NEED; IDENTIFYING APPROPRIATE PROPERTIES; ASSEMBLING THE DEVELOPMENT TEAM (ARCHITECT, CONTRACTOR, SURVEYORS, ETC.); PREPARING BUDGETS AND FUNDING APPLICATIONS; CONSTRUCTION MANAGEMENT; FINANCING; AND ASSISTING WITH MARKETING AND LEASING. SINCE 1989, CASA HAS DEVELOPED OVER 60 PROJECTS WITH OVER 2,800 UNITS AND TEN COMMUNITY FACILITIES, INCLUDING HEALTH CARE CLINICS, HEAD START FACILITIES, AND COMMUNITY CENTERS.CASA SPONSORS A BIENNIAL FARMWORKER HOUSING CONFERENCE TO ADDRESS THE UNIQUE CHALLENGES FACING AGRICULTURE WORKERS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,773,444
Program Service Revenue $2,519,388
Investment Income $9,877
Other Revenue $36,370
TOTAL REVENUE $9,339,079

Expense Breakdown

Grants Paid $479,808
Salaries & Benefits $3,244,157
Fundraising Expenses $0
Program Expenses $4,058,715
Other Expenses $1,187,231
TOTAL EXPENSES $4,911,196

Year-over-Year Comparison

2023 2022 Change
Revenue $9,339,079 $4,047,411 +1.3%
Expenses $4,911,196 $4,037,775 +0.2%
Net Income $4,427,883 $9,636 +458.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
28
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$225,505
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN BURT PRESIDENT 5.00
Officer Director
$0 $0 $0
CHARLES FLANAGAN TREASURER 2.00
Officer Director
$0 $0 $0
FRANCES ALVARADO SECRETARY 2.00
Officer Director
$0 $0 $0
RON SALGADO DIRECTOR 2.00
Director
$0 $0 $0
LYNN SCHOESSLER DIRECTOR 2.00
Director
$0 $0 $0
IAN GALLOWAY DIRECTOR 2.00
Director
$0 $0 $0
KEVORK ISIKBAY DIRECTOR 2.00
Director
$0 $0 $0
GAYLE PARRISH DIRECTOR 2.00
Director
$0 $0 $0
TALIA KAHN-KRAVIS DIRECTOR 2.00
Director
$0 $0 $0
LUPITA PARRA DIRECTOR 2.00
Director
$0 $0 $0
PETER HAINLEY EXECUTIVE DIRECTOR 40.00
Officer
$193,215 $32,290 $225,505
LISA ROGERS DEPUTY DIRECTOR 40.00
Highest
$166,311 $38,556 $204,867
MONA SHAH FINANCE DIRECTOR 40.00
Highest
$149,680 $19,245 $168,925
TERI SMITH DIRECTOR OF OPERATIONS 40.00
Highest
$140,810 $36,578 $177,388
REBEKAH BASSETT PROGRAM DIRECTOR 40.00
Highest
$125,579 $27,909 $153,488
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $9,339,079 $4,911,196 $38,813,946 $4,427,883
2022 $4,047,411 $4,037,775 $32,997,615 $9,636
2021 $5,213,276 $3,358,024 $24,178,576 $1,855,252
2020 $4,115,593 $3,705,339 $17,861,466 $410,254
2019 $4,248,641 $3,470,241 $18,001,748 $778,400
2018 $3,346,083 $3,247,773 $16,891,311 $98,310
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