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David Carr Memorial Fund FY2020 filing

Keizer, ORUnknown exempt organization EIN 93-0399048Revenue $2.2M in FY2020

On file with the IRS4056 River Rd N · Keizer, OR

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Enable a life-affirming community by providing high quality housing and support services through end of life in an atmosphere where residents and staff become an extension of family and each persons dignity, worth and choice are respected

95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average surplus $359K a year · 21% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.6M
263% of total assets
Concern: liabilities are 263% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
Spent
$2.5M
To programs
95%
Net assets
−$997K
By yearFY2020–FY2021
Revenue
$2.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$1.1M
Expenses
$2.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.5M
FY2021$101K
Net assets
−$997K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$997K
FY2021$0

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2021) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $2.4M Management & general 5% · $134K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Becky Beaman
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See David Carr Memorial Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides housing and support services for a life-affirming community until end of life.

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Provided by the organization

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1 program · $2.4M · in their own filed words · FY2020
01

Willson house provided housing and care for elderly residents in approximately 50 units. Willson house also sponsors a child development center that provides childcare services for children between the ages of 2 1/2 to 5 years as part of a plan to be multi-generational with resident and child interaction.

$2.4Mprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.2M
Ln 12
Fees for servicesLn 2g$2.2M
Other incomeLn 4–11$35K
Gifts and grantsLn 1h$2K
Money outPt IX
$2.5M
Ln 25
Programscol B$2.4M
Managementcol C$134K
Owns and owesPt X
−$997K
net assets · Ln 32
Cash and savingsLn 1–2$51K
Total assetsLn 16$611K
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$203
Other incomeLn 4–11$35K
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$51K
Cash and savings togetherLn 1–2$51K
Land, buildings, equipmentLn 10c$479K
Total assetsLn 16$611K
LiabilitiesLn 26$1.6M
Net assetsLn 32−$997K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$25K$51K
Land, buildings, equipmentLn 10c$569K$479K
Total assetsLn 16$822K$611K
LiabilitiesLn 26$1.5M$1.6M
Net assetsLn 32−$693K−$997K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.4M$1.4M
Pension plan contributionsLn 8$3K$3K
Other employee benefitsLn 9$143K$143K
Payroll taxesLn 10$145K$145K
Management feesLn 11a$126K$126K
Legal feesLn 11b$615$615
Accounting feesLn 11c$8K$8K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$46K$46K
Information technologyLn 14$12K$12K
InterestLn 20$25K$25K
Depreciation, depletion and amortizationLn 22$90K$90K
InsuranceLn 23$31K$31K
Other expenses (24a–d)Ln 24$449K$449K
All other expensesLn 24e$31K$31K
Total functional expensesLn 25$2.5M$2.4M$134K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $1.1M$101K$1.0M$0 990 PDF
FY2020 Viewing $2.2M$2.5M−$304K−$997K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,234,136 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,335$1,850
I-9 Program service revenuePrior year $2,845,272$2,196,932
I-10 Investment incomePrior year $43,257$203
I-11 Other revenue$35,151
I-12 Total revenuePrior year $2,889,864$2,234,136
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,926,475$1,710,773
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $751,439$827,001
I-18 Total expensesPrior year $2,677,914$2,537,774
I-19 Revenue less expensesPrior year $211,950−$303,638
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,234,136 across 6 lines filed
VIII-1f All other contributions, gifts and grants$1,850
VIII-1h Total contributions, gifts and grants$1,850
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,196,932$2,196,932
VIII-3 Investment incomeRelated to mission $203$203
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $35,151$35,151
VIII-12 Total revenueRelated to mission $2,232,286 · Unrelated business $0 · Excluded from tax $0$2,234,136
Part IX · Statement of functional expenses $2,537,774 across 15 lines filed
IX-7 Other salaries and wagesPrograms $1,420,256$1,420,256
IX-8 Pension plan contributionsPrograms $2,644$2,644
IX-9 Other employee benefitsPrograms $143,011$143,011
IX-10 Payroll taxesPrograms $144,862$144,862
IX-11a Management feesManagement $125,672$125,672
IX-11b Legal feesPrograms $615$615
IX-11c Accounting feesManagement $7,900$7,900
IX-12 Advertising and promotionPrograms $8,027$8,027
IX-13 Office expensesPrograms $46,120$46,120
IX-14 Information technologyPrograms $11,825$11,825
IX-20 InterestPrograms $25,273$25,273
IX-22 Depreciation, depletion and amortizationPrograms $90,000$90,000
IX-23 InsurancePrograms $31,493$31,493
IX-24 Other expenses (24a–d)Programs $448,927$448,927
IX-24e All other expensesPrograms $31,149$31,149
IX-25 Total functional expensesPrograms $2,404,202 · Management $133,572 · Fundraising $0$2,537,774
Part X · Balance sheet $610,933 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $24,668$50,652
X-4 Accounts receivableStart of year $176,148$52,464
X-8 Inventories for sale or useStart of year $8,754$8,754
X-9 Prepaid expenses and deferred chargesStart of year $13,449$14,519
X-10c Land, buildings and equipment, netStart of year $568,650$478,650
X-14 Intangible assetsStart of year $5,894$5,894
X-16 Total assetsStart of year $822,320$610,933
X-17 Accounts payable and accrued expensesStart of year $250,371$576,656
X-19 Deferred revenueStart of year $18,270$6,209
X-26 Total liabilitiesStart of year $1,515,430$1,607,681
X-27 Net assets without donor restrictionsStart of year −$693,110−$996,748
X-32 Total net assets or fund balancesStart of year −$693,110−$996,748
X-33 Total liabilities and net assetsStart of year $822,320$610,933
Part XI · Reconciliation of net assets −$996,748 net assets at year end
XI-1 Total revenue$2,234,136
XI-2 Total expenses$2,537,774
XI-3 Revenue less expenses−$303,638
XI-4 Net assets at start of year−$693,110
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$996,748

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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