BETA

INNOVATIVE CHANGES: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
INNOVATIVE CHANGES (EIN 80-0516996)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-15
IRS object ID
202031369349304818
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T16:30:01-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930900579PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD JACOBS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 SW YAMHILL ST STE 500AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800516996EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INNOVATIVE CHANGESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINNOBusinessNameControlTxt
Phone5032495205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12027 LLOYD CENTERAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER HAINLEYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5032495205PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANG AHNPreparerPersonNm
PTINP00540880PTIN
Phone5032270581PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.204.228.78IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-15IPDt
IP Tm13:56:47IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPETER HAINLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12027 LLOYD CENTERAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$156,392GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.INNOVATIVECHANGES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionINNOVATIVE CHANGES HELPS PEOPLE BUILD THEIR LONG TERM FINANCIAL HEALTH.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$172,765PYContributionsGrantsAmt
CY Contributions Grants$56,248CYContributionsGrantsAmt
PY Program Service Revenue$50,297PYProgramServiceRevenueAmt
CY Program Service Revenue$98,140CYProgramServiceRevenueAmt
PY Investment Income$1PYInvestmentIncomeAmt
CY Investment Income$3CYInvestmentIncomeAmt
PY Other Revenue$875PYOtherRevenueAmt
CY Other Revenue$2,001CYOtherRevenueAmt
PY Total Revenue$223,938PYTotalRevenueAmt
CY Total Revenue$156,392CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$50,113PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,227CYTotalFundraisingExpenseAmt
PY Other Expenses$253,483PYOtherExpensesAmt
CY Other Expenses$264,975CYOtherExpensesAmt
PY Total Expenses$303,596PYTotalExpensesAmt
CY Total Expenses$264,975CYTotalExpensesAmt
PY Revenues Less Expenses-$79,658PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$108,583CYRevenuesLessExpensesAmt
Total Assets BOY$437,626TotalAssetsBOYAmt
Total Assets EOY$517,718TotalAssetsEOYAmt
Total Liabilities BOY$397,861TotalLiabilitiesBOYAmt
Total Liabilities EOY$586,859TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$39,765NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$69,141NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO HELP PEOPLE BUILD THEIR LONG-TERM FINANCIAL HEALTH. OUR VISION IS A SOCIETY WHERE ALL PEOPLE HAVE ACCESS TO SAFE, AFFORDABLE FINANCIAL PRODUCTS AND SERVICES AND THE ABILITY TO USE THEM WELL. OUR GUIDING PRINCIPLES WORK TO ADVANCE ECONOMIC JUSTICE FOR THOSE DISENFRANCHISED AND EXCLUDED BY THE MAINSTREAM FINANCIAL SERVICES SECTOR, CELEBRATE THE DIVERSE CULTURES OF OUR COMMUNITIES BY IMPLEMENTING CULTURALLY RESPONSIVE PROGRAMMING AND WE COMMIT TO BUILDING A STRONG, FINANCIALLY SUSTAINABLE ORGANIZATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$114,582ExpenseAmt
Grant$0GrantAmt
Revenue$42,081RevenueAmt
DescLENDING - INNOVATIVE CHANGES PROVIDES RESPONSIBLE SMALL-DOLLAR CONSUMER LOANS TO HELP BORROWERS WHO ARE EXPERIENCING FINANCIAL EMERGENCIES, HOUSING CHOICE VOUCHER HOLDERS NEEDING SECURITY DEPOSITS, AND THOSE PREPARING FOR ASSET BUILDING OPPORTUNITIES. SINCE OUR INCEPTION IN EARLY 2010 THROUGH FISCAL YEAR 2019 WE ORIGINATED 1239 SMALL DOLLAR LOANS, INCLUDING 499 OPPORTUNITY AND PUBLIC LOANS, 604 CREDIT BUILDER LOANS, 29 EMERGENCY LOANS, 20 LOANS FOR SURVIVORS OF DOMESTIC VIOLENCE, 7 LOANS FOR ADAPTIVE TECHNOLOGY, AND 80 LOANS FOR MOVING COSTS FOR SECTION 8 HOUSING CHOICE VOUCHER HOLDERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$105,864ExpenseAmt
Grant$0GrantAmt
Revenue$56,059RevenueAmt
DescFINANCIAL EDUCATION - INNOVATIVE CHANGES PROVIDES PRACTICAL, COMPREHENSIVE, ONE-ON-ONE COACHING, FINANCIAL EDUCATION, ASSET BUILDING AND CREDIT BUILDING WORKSHOPS THAT ADDRESS COMMON ROOT CAUSES OF FINANCIAL CHALLENGES AND TEACH BASIC HOUSEHOLD FINANCIAL MANAGEMENT. OF THE TOTAL PEOPLE SERVED IN 2018, WE BRANCHED OUT TO PROVIDE FINANCIAL EDUCATION AND CREDIT BUILDING FOR 56 ADULTS IN CUSTODY AT OREGON STATE PENITENTIARY. THE TARGET POPULATION WAS ADULTS IN CUSTODY WITH A MAXIMUM OF 36 MONTHS LEFT ON THEIR SENTENCE. IN THE WORKSHOP 50% REPORTED THEIR KNOWLEDGE/SKILL LEVEL OF THE SUBJECT MATTER(S) INCREASED AFTER THE WORKSHOP.OUR EXISTING 50 INNOVATIVE CHANGES' PARTNERS REGULARLY REFER CLIENTS TO OUR COACHING PROGRAM. OUR PARTNERS ARE AWARE OF THE SERVICE WE CAN PROVIDE AND HAVE TAKEN ADVANTAGE OF OUR FREE PROGRAM. IN 2018 WE HAD 15 POTENTIAL CLIENTS INQUIRE EACH MONTH FOR OUR COACHING SERVICES. INNOVATIVE CHANGES CAN OFFER FREE COACHING TO SO MANY MORE PEOPLE IN THE PORTLAND AREA, WE ARE ABLE TO MORE WIDELY PUBLICIZE OUR PROGRAM AND ENSURE ALL CLIENTS WHO COME TO US FOR OUR OTHER PRODUCTS AND SERVICES ALSO KNOW THAT WE OFFER FREE FINANCIAL COACHING.WE PARTNERED WITH CASH OREGON, A FREE TAX SITE, TO DIRECT TAX PAYERS TO THE ADDITIONAL RESOURCES AND SERVICES OUR ORGANIZATION CAN PROVIDE. WE CREATED A "MONEY MENU" LISTING OUR SERVICES WHICH WAS INCLUDED ON THE INTAKE CLIPBOARD FOR ALL TAXPAYERS. WE WERE ABLE TO TALK DIRECTLY AND OVER THE PHONE AND EMAIL WITH HUNDREDS OF PEOPLE IN THE COMMUNITY TO LINK THEM TO OUR COACHING PROGRAM AND OUR RESOURCES. WE RECRUITED AND TRAINED 27 VOLUNTEER FINANCIAL COACHES' TO HELP CLIENTS WITH SET GOALS TO ACHIEVE THEIR OWN SELF DETERMINED FINANCIAL WELL-BEING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$0ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCREDIT BUILDING - INNOVATIVE CHANGES HELPED OVER 604 CLIENTS TAKE CONTROL OF THEIR CREDIT AND BUILD STRONG CREDIT SCORES TO INCREASE THEIR ACCESS TO WELL-PRICED ASSET-BUILDING CREDIT, SUCH AS HOME MORTGAGES, SMALL BUSINESS LOANS AND HIGHER EDUCATION LOANS. OUR COACHING AND CREDIT BUILDER LOANS HELP PEOPLE WITH NO CREDIT SCORE ESTABLISH A SOLID BASIS FOR RESPONSIBLE BORROWING.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$220,446TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER HAINLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032495205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12027 LLOYD CENTERAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KEVORK ISIKBAY
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
STEVE PAGENSTECHER
TREASURER0.50Yes (X)Yes (X)$0$0$0
SARAH CHENVEN
SECRETARY0.50Yes (X)Yes (X)$0$0$0
JOSH SLEDGE
DIRECTOR (BEG MAY18)0.50Yes (X)$0$0$0
IAN GALLOWAY
DIRECTOR (BEG MAY18)0.50Yes (X)$0$0$0
PETER HAINLEY
EXECUTIVE DIRECTOR5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$5,000FederatedCampaignsAmt
Government Grants$33,907GovernmentGrantsAmt
All Other Contributions$17,341AllOtherContributionsAmt
Total Contributions$56,248TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TRAINING CONTRACTS522291$89,333$89,333
LOAN FEES AND INTEREST522291$8,807$8,807
FieldValueIRS element (for citing)
Total Program Service Revenue$98,140TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3TotalRevenueColumnAmt
Exclusion$3ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,001TotalRevenueColumnAmt
Related Or Exempt Func Income$2,001RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,001OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$156,392TotalRevenueColumnAmt
Related Or Exempt Func Income$100,141RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,229TotalAmt
Program Services$1,229ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,850TotalAmt
Management And General$4,850ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$25,100TotalAmt
Program Services$25,100ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,063TotalAmt
Program Services$1,063ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,800TotalAmt
Program Services$12,136ProgramServicesAmt
Management And General$1,776ManagementAndGeneralAmt
Fundraising$888FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,753TotalAmt
Program Services$1,753ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,686TotalAmt
Program Services$30,903ProgramServicesAmt
Management And General$4,522ManagementAndGeneralAmt
Fundraising$2,261FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,278TotalAmt
Program Services$1,868ProgramServicesAmt
Management And General$273ManagementAndGeneralAmt
Fundraising$137FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CASA CONTRACT SERVICES$165,009$135,307$19,801$9,901
LENDING PROGRAM FEES$8,084$8,084
BAD DEBT$2,458$2,458

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$665TotalAmt
Program Services$545ProgramServicesAmt
Management And General$80ManagementAndGeneralAmt
Fundraising$40FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$264,975TotalAmt
Program Services$220,446ProgramServicesAmt
Management And General$31,302ManagementAndGeneralAmt
Fundraising$13,227FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$371,838BOYAmt
EOY$417,837EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,996BOYAmt
EOY$9,999EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,114BOYAmt
EOY$61,800EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$48,421BOYAmt
EOY$21,755EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,257BOYAmt
EOY$6,327EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$25,466LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,466LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$437,626BOYAmt
EOY$517,718EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$147,651BOYAmt
EOY$223,741EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$238,156BOYAmt
EOY$176,905EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,054BOYAmt
EOY$186,213EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$397,861BOYAmt
EOY$586,859EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$36,522BOYAmt
EOY-$145,428EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$25,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,287BOYAmt
EOY$51,287EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,765BOYAmt
EOY-$69,141EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$437,626BOYAmt
EOY$517,718EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$108,583ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$323PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$394,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$339,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$172,765CurrentTaxYearMinus1YearAmt
Current Tax Year$56,248CurrentTaxYearAmt
Total$1,129,759TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$394,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$339,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$172,765CurrentTaxYearMinus1YearAmt
Current Tax Year$56,248CurrentTaxYearAmt
Total$1,129,759TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$212,560SubstantialContributorsTotAmt
Public Support Total170$917,199PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$174CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$718CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$235CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$1,131TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$2,212CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$875CurrentTaxYearMinus1YearAmt
Current Tax Year$2,001CurrentTaxYearAmt
Total$5,088TotalAmt
FieldValueIRS element (for citing)
Total Support$1,135,978TotalSupportAmt
Gross Receipts Rltd Activities$366,986GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80740PublicSupportCY170Pct
Public Support PY1700.78300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,911OtherCostOrOtherBasisAmt
Depreciation$10,911DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,555OtherCostOrOtherBasisAmt
Depreciation$14,555DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLOAN SECURITY HOLDBACKDesc
Amt$186,213Amt
FieldValueIRS element (for citing)
Total Liability$186,213TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1CASA OF OREGON AND INNOVATIVE CHANGES ARE PARTNERS UNDER LETTER OF GOVERNANCE.
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER AND THE EXECUTIVE DIRECTOR REVIEW IT BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS REVIEWED ANNUALLY WITH ALL MEMBERS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS FOR FINANCIAL STATEMENT OVERSIGHT HAS NOT CHANGED.

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