Nonprofit · EIN 93-0977842
COMMUNITY AND SHELTER ASSIST CORP
Also known as CASA OF OREGON
Tax-exempt · SHERWOOD, OR 97140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,378,083 | $5,140,256 | $15,237,827 | $58,036,448 | $28,899,327 | $29,137,121 |
| December 31, 2023 | 990 | $9,339,079 | $4,911,196 | $4,427,883 | $38,813,946 | $24,420,993 | $14,392,953 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $16,861,917
- of which government grants
- $15,201,092
- Program service revenue
- $3,463,207
- Investment income
- $31,645
- Net rental income
- -$1,393
- Other revenue
- $21,314
Expenses
- Grants and similar amounts paid
- $277,665
- Compensation of officers, directors and key employees
- $265,667
- Other salaries and wages
- $2,616,466
- Salaries, compensation and benefits (total)
- $3,638,710
- Professional fundraising fees
- $0
- Occupancy
- $40,109
- Travel
- $103,508
- Depreciation
- $45,040
- Program services (functional)
- $3,911,961
- Management and general (functional)
- $1,228,295
Balance sheet and other
- Total assets, start of year
- $38,813,946
- Total assets, end of year
- $58,036,448
- Total liabilities, end of year
- $28,899,327
- Net assets, end of year
- $29,137,121
- Land, buildings and equipment
- $797,217
- Net assets without donor restrictions
- $9,924,807
- Net assets with donor restrictions
- $19,212,314
- Gross unrelated business income
- -$1,189
- Gross receipts
- $20,411,281
- Employees
- 30
- Volunteers
- 0
- Year formed
- 1988
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER HAINLEY | EXECUTIVE DIRECTOR Officer | 40 | $222,142 | $43,525 |
| ROSA ANDALON | PROGRAM DIRECTOR Highest-paid employee | 40 | $217,515 | $38,412 |
| LISA ROGERS | DEPUTY DIRECTOR Highest-paid employee | 40 | $207,028 | $31,770 |
| TERI SMITH | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $184,746 | $34,103 |
| ROSE OJEDA | FORMER PROGRAM MANAGER Highest-paid employee | 40 | $184,998 | $32,189 |
| MONA SHAH | FINANCE DIRECTOR Highest-paid employee | 40 | $168,119 | $18,871 |
| JOHN BURT | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CHARLES FLANAGAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| FRANCES ALVARADO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RON SALGADO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LYNN SCHOESSLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN GALLOWAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GAYLE PARRISH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TALIA KAHN-KRAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUPITA PARRA | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER HAINLEY | EXECUTIVE DIRECTOR Officer | 40 | $193,215 | $32,290 |
| LISA ROGERS | DEPUTY DIRECTOR Highest-paid employee | 40 | $166,311 | $38,556 |
| TERI SMITH | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $140,810 | $36,578 |
| MONA SHAH | FINANCE DIRECTOR Highest-paid employee | 40 | $149,680 | $19,245 |
| REBEKAH BASSETT | PROGRAM DIRECTOR Highest-paid employee | 40 | $125,579 | $27,909 |
| JOHN BURT | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CHARLES FLANAGAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| FRANCES ALVARADO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RON SALGADO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LYNN SCHOESSLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN GALLOWAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVORK ISIKBAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GAYLE PARRISH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TALIA KAHN-KRAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LUPITA PARRA | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20508 SW ROY ROGERS RD STE 155, SHERWOOD, OR 97140-9931
- In care of
- % MONA SHAH
- Principal officer (990 for 2024)
- PETER D HAINLEY, 20508 SW ROY ROGERS RD 155, SHERWOOD, OR 97140
- Signed the 990
- PETER D HAINLEY, EXECUTIVE DIRECTOR
- Phone
- (503) 537-0319
- Website
- WWW.CASAOFOREGON.ORG
- Return prepared by
- HOFFMAN STEWART & SCHMIDT PC
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 accomplishments
- 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.Expenses $950,979 · grants $183,665 · revenue $560,819
- 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.Expenses $1,660,335 · revenue $1,399,602
- 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.Expenses $560,784 · revenue $1,439,750
- 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).Expenses $531,119 · revenue $63,036
- 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.Expenses $208,744 · grants $94,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0977842
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $58,036,448
- Income (IRS master file)
- $20,411,281
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,378,083 | $5,140,256 | $58,036,448 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $9,339,079 | $4,911,196 | $38,813,946 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $4,047,411 | $4,037,775 | $32,997,615 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0977842).
Questions about COMMUNITY AND SHELTER ASSIST CORP
- What is the EIN of COMMUNITY AND SHELTER ASSIST CORP?
- The employer identification number (EIN) of COMMUNITY AND SHELTER ASSIST CORP is 93-0977842.
- Is COMMUNITY AND SHELTER ASSIST CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to COMMUNITY AND SHELTER ASSIST CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY AND SHELTER ASSIST CORP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY AND SHELTER ASSIST CORP due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY AND SHELTER ASSIST CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COMMUNITY AND SHELTER ASSIST CORP?
- The 990 for the year ended December 31, 2024 names PETER D HAINLEY.
- Who are the officers and directors of COMMUNITY AND SHELTER ASSIST CORP?
- The 990 for the year ended December 31, 2024 lists 15 people; 6 received compensation from the organization, the highest $222,142 (PETER HAINLEY, EXECUTIVE DIRECTOR).
- How much revenue does COMMUNITY AND SHELTER ASSIST CORP have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,378,083, expenses of $5,140,256 and total assets of $58,036,448 at year end.
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