PLATINUM2024

CASA of Oregon

aka Community and Shelter Assistance Corp.   |   Sherwood, OR   |  www.casaoforegon.org
GuideStar Charity Check

CASA of Oregon

EIN: 93-0977842


Mission

Working with community organizations and individuals, CASA builds generational wealth for those who have been marginalized, specifically farmworkers and people of color, through advocacy, asset building, organizing, and affordable housing development.

Ruling year info

1993

Executive DIrector

Mr. Peter Hainley

Main address

20508 SW Roy Rogers Road Suite 155

Sherwood, OR 97140 USA

Show more contact info

EIN

93-0977842

Subject area info

Rural development

Housing development

Human services

Shelter and residential care

Population served info

Seniors

Ethnic and racial groups

Migrant workers

Economically disadvantaged people

NTEE code info

Management & Technical Assistance (L02)

Rural (S32)

Housing Development, Construction, Management (L20)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Houselessness and a lack of housing options continue to be an issue of great importance in Oregon, where a lack of affordable housing permeates every corner of the state. Compounding this problem is the fact that developers are quick to snatch up available real estate for high prices, including manufactured housing parks, putting housing out of reach of those who need it most.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Housing and Facilities Development

Rural Oregon lacks sufficient resources to serve lower-income families. CASA develops housing, child care, medical and other community facilities to help meet the needs of these rural families.
CASA has four programs to serve rural families:
*housing and community facilities development
*Individual Development Accounts to build wealth
*technical assistance to residents living in manufactured housing parks to help them purchase and operate their parks
*low interest loans through CASA's Community Development Financial Institution fund

Population(s) Served
Migrant workers
Ethnic and racial groups

Through the provision of Individual Development Accounts via our network of 60 organizations, CASA helps individuals to build assets thorough continuing education, business development and first -time home ownership.

Population(s) Served
Economically disadvantaged people
Ethnic and racial groups

CASA operates a $4.5MM loan fund to assist non-profits, housing authorities and communities in creating housing and related facilities

Population(s) Served
Economically disadvantaged people
Ethnic and racial groups

CASA organizes residents in manufactured housing communities (aka mobile home/trailer parks

Population(s) Served
Economically disadvantaged people
Seniors

Where we work

Awards

NEXT Award for Advocacy 2009

Opportunity Finance Network

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

3 manufactured housing parks preserved and transformed to affordable, resident-owned communities in 2023.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people, Immigrants and migrants, Veterans, Farmers, Retired people

Related Program

Manufactured Housing Park Preservation

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

72 multi-family housing units opened for underserved Oregonians in 2022.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people, Immigrants and migrants

Related Program

Housing and Facilities Development

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

314 new people enrolled in our matched savings program in 2022.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people, Immigrants and migrants

Related Program

Family Economic Opportunity

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

As a Community Development Financial Institution, we funded loans totaling nearly $4M for affordable housing in 2022.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people, Immigrants and migrants

Related Program

Community Development Financial Institution

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

CASA of Oregon is a leader in providing economic opportunity and housing for low-income and rural communities.
We partner with trusted local organizations to develop and preserve affordable housing, create ownership opportunities, and help people realize their ambitions and dreams through matched savings programs and scholarships.

Our work will continue until every Oregonian has a place to call home and the economic tools they need to realize their life goals.

Our approach to closing the wealth gap is comprehensive and steeped in our values of equity and housing as a human right. To achieve economic parity, we work in four key areas:

We help build community: We partner with trusted local organizations to construct and renovate affordable housing, create matched savings programs, and provide scholarship opportunities. We help develop community services such as health and Head Start centers.

We help people become homeowners: We help people purchase their manufactured home communities by securing the necessary financing and provide technical assistance to help them form resident-owned cooperatives.

We develop and fund affordable housing: We are certified by the U.S. Treasury Department as a Community Development Financial Institution (CDFI). We secure funding for predevelopment of affordable housing, as well as construction and permanent financing.

We facilitate economic opportunity: We help Oregonians become homeowners, college graduates and business owners through financial education and Individual Development Accounts (IDAs) that provide matching funds for savers.

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

0.42

Average of 0.91 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

26.4

Average of 28.1 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

27%

Average of 31% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

CASA of Oregon

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

CASA of Oregon

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

CASA of Oregon

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of CASA of Oregon’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $125,028 $619,485 $647,875 $1,381,346 -$226,811
As % of expenses 3.9% 18.0% 17.7% 41.6% -5.7%
Unrestricted surplus (deficit) after depreciation $89,584 $583,937 $612,054 $1,344,925 -$261,059
As % of expenses 2.8% 16.8% 16.5% 40.1% -6.5%
Revenue composition info
Total revenue (unrestricted & restricted) $3,346,083 $4,248,641 $4,115,593 $5,213,276 $4,047,411
Total revenue, % change over prior year -16.3% 27.0% -3.1% 26.7% -22.4%
Program services revenue 37.1% 42.6% 44.0% 27.8% 39.9%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.0% 0.0% 0.2%
Government grants 9.9% 18.5% 8.2% 37.5% 16.0%
All other grants and contributions 48.9% 37.4% 47.4% 34.1% 43.3%
Other revenue 4.1% 1.6% 0.4% 0.6% 0.5%
Expense composition info
Total expenses before depreciation $3,212,329 $3,434,693 $3,669,518 $3,321,603 $4,003,527
Total expenses, % change over prior year 1.9% 6.9% 6.8% -9.5% 20.5%
Personnel 62.9% 70.1% 70.2% 69.7% 63.8%
Professional fees 6.1% 2.8% 3.3% 7.5% 12.3%
Occupancy 1.5% 1.4% 1.2% 1.0% 0.9%
Interest 2.5% 2.4% 3.0% 3.2% 4.8%
Pass-through 13.2% 12.8% 14.8% 9.6% 9.7%
All other expenses 13.8% 10.4% 7.4% 9.0% 8.5%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $3,247,773 $3,470,241 $3,705,339 $3,358,024 $4,037,775
One month of savings $267,694 $286,224 $305,793 $276,800 $333,627
Debt principal payment $0 $19,451 $31,057 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $3,515,467 $3,775,916 $4,042,189 $3,634,824 $4,371,402

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 27.8 24.9 32.5 21.5 26.4
Months of cash and investments 35.5 24.9 32.5 21.5 26.4
Months of estimated liquid unrestricted net assets 25.3 25.8 26.2 34.0 28.1
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $7,441,481 $7,119,022 $9,939,764 $5,953,570 $8,816,390
Investments $2,056,586 $0 $0 $0 $0
Receivables $6,174,410 $9,651,263 $6,787,930 $16,958,707 $15,560,340
Gross land, buildings, equipment (LBE) $1,226,220 $1,226,221 $1,226,221 $1,226,221 $1,226,221
Accumulated depreciation (as a % of LBE) 16.6% 20.5% 24.4% 28.4% 32.1%
Liabilities (as a % of assets) 57.2% 57.0% 53.3% 60.2% 70.7%
Unrestricted net assets $7,080,925 $7,664,862 $8,276,916 $9,621,841 $9,360,782
Temporarily restricted net assets $142,012 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $142,012 $75,000 $56,450 $0 $300,000
Total net assets $7,222,937 $7,739,862 $8,333,366 $9,621,841 $9,660,782

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive DIrector

Mr. Peter Hainley

Peter Hainley has been with CASA of Oregon since 1992 and its executive director since 1997. Prior to joining CASA, he spent a couple years in the Peace Corps in the Dominican Republic where he met the love of his life. He has three teenage sons. Mr. Hainley is a CPA (inactive). He earned a bachelors from Portland State University and was a US Bank Work/College Trainee. He serves or has served on the boards of National Community Reinvestment Coalition, Network for Oregon Affordable Housing, Community Housing Fund, National Rural Housing Coalition and the National Farmworker Housing Directors Association.

Number of employees

Source: IRS Form 990

CASA of Oregon

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

CASA of Oregon

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

CASA of Oregon

Board of directors
as of 03/28/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

John Burt

Farmers Ending Hunger

Term: 2002 -


Board co-chair

Sarah Chenven

Working Credit NFP

Term: 2009 -

Charles Flanagan

Mallorie's Dairy

Ronald Salgado

Morgan Stanley | Global Sustainable Finance

Ian Galloway

Federal Reserve Bank of San Francisco

Frances Alvardo

Oregon Human Development Corp

Lynn Schoessler

Kirkland Development LLC

Amanda Grear

United Way of the Columbia-Willamette

Kevork Isikbay

Gayle Parish

Lupita Parra

MLK50

Talia Kahn-Karvis

Oregon Housing & Community Services

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 11/6/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.