2025-10-17T11:33:34-05:00 2024-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2024-01-01 930977842 COMMUNITY AND SHELTER ASSISTANCE CORP COMM 5035370319 20508 SW ROY ROGERS RD 155 SHERWOOD OR 97140 PETER D HAINLEY EXECUTIVE DIRECTOR 5035370319 2025-10-16 1 0 NATHAN STAMETS P01931251 5032205900 2024 2025-03-06 01:10:19Z CASA OF OREGON PETER D HAINLEY 20508 SW ROY ROGERS RD 155 SHERWOOD OR 97140 20411281 0 X WWW.CASAOFOREGON.ORG X 1988 OR DEVELOPING HOUSING, PROGRAMS, AND FACILITIES FOR FARMWORKERS AND OTHER LOW-INCOME POPULATIONS. 9 9 30 0 -1189 0 6773444 16861917 2519388 3463207 9877 31645 36370 21314 9339079 20378083 479808 277665 0 0 3244157 3638710 0 0 0 1187231 1223881 4911196 5140256 4427883 15237827 38813946 58036448 24420993 28899327 14392953 29137121 X 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. 0 0 950979 183665 560819 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 53 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 41 ORGANIZATIONS IN 2024. 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. 1660335 1399602 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 28 COMMUNITIES (TOTALING 1,941 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 2025. 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. 560784 1439750 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. 531119 63036 CASA COMMUNITY LOAN FUND - AS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI), CASA COMMUNITY LOAN FUND (CCLF) PROVIDES AFFORDABLE FINANCING TO NONPROFITS, HOUSING AUTHORITIES, COMMUNITY ORGANIZATIONS, AND MANUFACTURED HOUSING COOPERATIVES. CASA RECEIVED ITS CDFI CERTIFICATION AND AN INITIAL INVESTMENT OF GRANT AND LOAN FUNDS FROM THE U.S. TREASURY IN 2000. SINCE THEN, CCLF HAS GROWN TO NEARLY $20 MILLION AND OFFERS FOUR LOAN PRODUCTS. CCLF PRODUCTS INCLUDE LOW-INTEREST PREDEVELOPMENT AND CONSTRUCTION LOANS FOR AFFORDABLE HOUSING AND COMMUNITY FACILITY DEVELOPMENT. CASA ALSO PROVIDES BRIDGE FINANCING FOR MANUFACTURED HOME PARK ACQUISITION AND PERMANENT, SECONDARY FINANCING FOR THESE COOPERATIVELY OWNED COMMUNITIES. THE LOAN FUND IS MADE UP OF 63 PERCENT DEBT (EQUITY EQUIVALENT AND PROGRAM RELATED INVESTMENTS) AND 37 PERCENT EQUITY (FOUNDATION AND GOVERNMENT GRANTS AND CASA'S NET ASSETS). 208744 94000 MISCELLANEOUS PROGRAMS - MISCELLANEOUS PROGRAMS IS A COST CENTER FOR RECORDING EXPENDITURES FOR PROJECTS AND PROGRAMS FOR WHICH CASA DOES NOT HAVE SIGNED CONTRACTS OR OTHER MISCELLANEOUS REVENUE SOURCES. EXPENDITURES INCLUDED IN THIS COST CENTER ARE POTENTIAL NEW HOME DEVELOPMENT, COMMUNITY FACILITIES, MANUFACTURED HOME COMMUNITIES, AND OTHER AFFORDABLE HOUSING PROJECTS. IT IS ALSO UTILIZED FOR COSTS RELATED TO THE EXPLORATION OF PROGRAMS AND SERVICES THAT ARE COMPLEMENTARY TO CASA'S MISSION. 739863 94000 63036 3911961 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 12 0 1 30 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X MONA SHAH 5035370319 20508 SW ROY ROGERS RD 155 SHERWOOD OR 97140 JOHN BURT PRESIDENT 5.00 X X 0 0 0 CHARLES FLANAGAN TREASURER 2.00 X X 0 0 0 FRANCES ALVARADO SECRETARY 2.00 X X 0 0 0 RON SALGADO DIRECTOR 2.00 X 0 0 0 LYNN SCHOESSLER DIRECTOR 2.00 X 0 0 0 IAN GALLOWAY DIRECTOR 2.00 X 0 0 0 GAYLE PARRISH DIRECTOR 2.00 X 0 0 0 TALIA KAHN-KRAVIS DIRECTOR 2.00 X 0 0 0 LUPITA PARRA DIRECTOR 2.00 X 0 0 0 PETER HAINLEY EXECUTIVE DIRECTOR 40.00 X 222142 0 43525 LISA ROGERS DEPUTY DIRECTOR 40.00 X 207028 0 31770 MONA SHAH FINANCE DIRECTOR 40.00 X 168119 0 18871 TERI SMITH DIRECTOR OF OPERATIONS 40.00 X 184746 0 34103 ROSA ANDALON PROGRAM DIRECTOR 40.00 X 217515 0 38412 ROSE OJEDA FORMER PROGRAM MANAGER 40.00 0.00 X 184998 0 32189 1184548 0 198870 6 0 1 0 0 15201092 1660825 16861917 INTEREST INCOME 525990 1638335 1638335 DEVELOPMENT FEES 531390 1439750 1439750 TECHNICAL ASSISTANCE F 531390 322086 322086 LOAN FEES 900099 63036 63036 3463207 31645 31645 31805 33198 -1393 -1393 -1189 -204 MISCELLANEOUS INCOME 531390 22707 22707 22707 20378083 3463207 -1189 54148 183665 183665 94000 94000 265667 26567 239100 2616466 2078924 537542 133163 106366 26797 384375 301766 82609 239039 175738 63301 378047 281051 96996 9109 6591 2518 65847 49589 16258 40109 32444 7665 103508 87239 16269 183572 183572 45040 32550 12490 36071 13743 22328 DUES, LICENSES AND FEES 235852 167075 68777 TRAINING 66366 56237 10129 MISCELLANEOUS 60360 34844 25516 5140256 3911961 1228295 0 10926075 8521436 4978606 3194256 822773 223598 811478 977014 8858099 11964690 20380 279 1285027 487810 786451 797217 11610084 32357958 38813946 58036448 1160705 1269257 1260853 4788068 8120887 8102525 12180000 12725000 1698548 2014477 24420993 28899327 X 9851822 9924807 4541131 19212314 14392953 29137121 38813946 58036448 X 15237827 -493659 X 0 1 X 1 0 X 2289328 3733182 2403211 6773444 16861917 32061082 2289328 3733182 2403211 6773444 16861917 32061082 32061082 7374 5731 23577 24615 36313 97610 10662 11953 22615 28313 40083 5615 19302 22706 116019 32297326 10855270 0.99270 0.98650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38150 38150 5102106 5140256 407013 101753 0 0 317901 351889 395560 407013 1472363 2208545 8258 12535 34790 38150 93733 79475 87972 98890 101753 368090 552135 1176791 419525 757266 108236 68285 39951 797217 ACCRUED INTEREST RECEIVABLE 481894 NET INVESTMENT IN A DIRECT FINANCING LEASE 36459 PROPERTY HELD FOR DEVELOPMENT 31839605 32357958 IDA LIABILITY 2014477 2014477 X 20411280 33197 33197 20378083 0 20378083 5173453 33197 33197 5140256 0 5140256 PART X, LINE 2: MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 33,197. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 33,197. 1 COMMUNITY IN ACTION 915 SW 3RD AVE ONTARIO OR 97914 264061084 501(C)(3) 18850 0 FINANCIAL LITERACY/CASE MANAGEMENT HOME FORWARD 135 SW ASH STREET PORTLAND OR 97204 936001547 501(C)(3) 14820 0 FINANCIAL LITERACY/CASE MANAGEMENT FAMILIES FORWARD 405 SE 6TH STREET REDMOND OR 97756 760738741 501(C)(3) 10660 0 FINANCIAL LITERACY/CASE MANAGEMENT POLK CDC 657 SW MAIN STREET DALLAS OR 97338 931012211 501(C)(3) 7930 0 FINANCIAL LITERACY/CASE MANAGEMENT AFRICAN AMERICAN ALLIANCE PO BOX 11531 PORTLAND OR 97211 743140832 501(C)(3) 7150 0 FINANCIAL LITERACY/CASE MANAGEMENT HACIENDA CDC 5136 NE 42ND AVENUE PORTLAND OR 97218 930979064 501(C)(3) 7150 0 FINANCIAL LITERACY/CASE MANAGEMENT COMMUNITY CONNECTION 2802 ADAMS AVE LA GRANDE OR 97850 930575647 501(C)(3) 6825 0 FINANCIAL LITERACY/CASE MANAGEMENT NE OREGON ECON DEV DISTRICT 101 NE FIRST ST SUITE 100 ENTERPRISE OR 97828 931004599 501(C)(3) 6110 0 FINANCIAL LITERACY/CASE MANAGEMENT LINN-BENTON HOUSING AUTHORITY 1250 SE QUEEN AVENUE ALBANY OR 97322 930588906 501(C)(3) 5980 0 FINANCIAL LITERACY/CASE MANAGEMENT VOLUNTEERS OF AMERICA HOME FREE 3910 SE STARK ST PORTLAND OR 97214 930395591 501(C)(3) 5850 0 FINANCIAL LITERACY/CASE MANAGEMENT WEST VALLEY HOUSING AUTHORITY 204 SW WALNUT DALLAS OR 97338 930511201 501(C)(3) 5265 0 FINANCIAL LITERACY/CASE MANAGEMENT SCHOLARSHIPS 36 94000 PART I, LINE 2: ALL GRANTS ARE GIVEN A UNIQUE DEPARTMENT CODE THAT DISTINGUISHES THEM FROM OTHERS. THIS CODE IS USED ON TIMESHEETS, REIMBURSEMENT REQUESTS, CHECK REQUESTS AND IN THE ACCOUNTING SYSTEM. PERIODICALLY, THE FINANCE DIRECTOR CREATES REPORTS FROM THE SYSTEM TO MAKE SURE ALL EXPENSES ARE ACCOUNTED FOR CORRECTLY. IN ADDITION, THE HOUSING AND ASSET DEVELOPMENT DIRECTORS HAVE SPREADSHEETS,A DATABASE AND OTHER REPORTS TO TRACK THESE EXPENSES. A CHECK REQUEST IS PREPARED FOR EACH PROGRAM INVOICE/EXPENSE, IS SIGNED BY A DIRECTOR, THEN IS REVIEWED BY THE ACCOUNTING MANAGER BEFORE PROCESSING THE DISBURSEMENT. X X X 0 0 0 0 0 0 0 0 0 PETER HAINLEY EXECUTIVE DIRECTOR 222142 0 0 0 0 0 13329 0 30196 0 265667 0 0 0 ROSA ANDALON PROGRAM DIRECTOR 217515 0 0 0 0 0 13051 0 25361 0 255927 0 0 0 LISA ROGERS DEPUTY DIRECTOR 207028 0 0 0 0 0 12422 0 19348 0 238798 0 0 0 TERI SMITH DIRECTOR OF OPERATIONS 184746 0 0 0 0 0 11085 0 23018 0 218849 0 0 0 ROSE OJEDA FORMER PROGRAM MANAGER 184998 0 0 0 0 0 11100 0 21089 0 217187 0 0 0 MONA SHAH FINANCE DIRECTOR 168119 0 0 0 0 0 10087 0 8784 0 186990 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR FOR ACCURACY WITHIN FOURTEEN DAYS OF RECEIVING IT. A COPY OF THE 990 WILL THEN BE E-MAILED TO EACH MEMBER FOR COMMENTS AND APPROVAL, AND WILL BE VOTED ON AT THE FOLLOWING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT REVIEWS WITH EMPLOYEES AND BOARD MEMBERS ON AN ANNUAL BASIS. EMPLOYEES SIGN AN AFFIDAVIT INDICATING THERE ARE NO CONFLICTS OF INTEREST. IF THERE ARE CONFLICTS OF INTEREST, MANAGEMENT HAS THE EMPLOYEE/BOARD MEMBER DISCLOSE THIS IN WRITING AND TAKES ACTION AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION ARE REVIEWED BY THE BOARD MEMBERS. HIS ANNUAL COMPENSATION IS SUPPORTED BY COMPARABLE INDUSTRY DATA AND APPROPRIATELY DOCUMENTED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 CASA'S BOARD OF DIRECTORS REVIEW AND APPROVE THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THESE DOCUMENTS AND THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: LOAN LOSS EXPENSE -493,659. SONRISA LLC 20508 SW ROY ROGERS SUITE 155 SHERWOOD OR 97140 881570225 PROPERTY DEVELOPMENT OR 12556363 21231371 CASA OF OREGON SUMMIT GARDENS LLC 20508 SW ROY ROGERS SUITE 155 SHERWOOD OR 97140 880964424 PROPERTY DEVELOPMENT OR 2650820 10804358 CASA OF OREGON