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Nonprofiteer
← RURAL DEVELOPMENT INITIATIVES INC

Form 990 for tax year 2023

Filed by RURAL DEVELOPMENT INITIATIVES INC.

Totals

Total revenue
$1,602,501
Total expenses
$1,761,948
Contributions and grants received
$1,363,237
Grants paid
$61,475
Program service revenue
$229,046
Investment income
$3,612
Other revenue
$6,606
Total assets, end of year
$1,462,068
Total liabilities, end of year
$175,796
Net assets or fund balances, end of year
$1,286,272
Program services expenses (Part IX)
$1,470,872
Management and general expenses
$263,562
Fundraising expenses
$27,514
Program service expenses (Part III)
$1,470,872

Program services were 83.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $584,361

  • 1f · All other contributions, gifts and grants

    $778,876

  • 2a · Program service revenue: OTHER CONTRACTS

    total $223,436 · related or exempt $223,436

  • 2b · Program service revenue: WORKSHOP FEES

    total $5,610 · related or exempt $5,610

  • 3 · Investment income

    total $3,612 · excluded $3,612

  • 11a · Other revenue: OTHER

    total $6,606 · excluded $6,606

  • 11e · Other revenue, total

    $6,606

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,475 · program services $17,475

  • 2 · Grants to domestic individuals

    total $44,000 · program services $44,000

  • 5 · Compensation of officers, directors and key employees

    total $189,879 · program services $88,828 · management and general $97,642 · fundraising $3,409

  • 7 · Other salaries and wages

    total $751,075 · program services $603,618 · management and general $131,072 · fundraising $16,385

  • 8 · Pension plan contributions

    total $15,889 · program services $12,535 · management and general $3,014 · fundraising $340

  • 9 · Other employee benefits

    total $57,044 · program services $45,394 · management and general $10,400 · fundraising $1,250

  • 10 · Payroll taxes

    total $65,255 · program services $48,295 · management and general $15,584 · fundraising $1,376

  • 11b · Fees: legal

    total $178 · management and general $178

  • 11c · Fees: accounting

    total $63,602 · management and general $63,602

  • 11g · Fees: other

    total $287,902 · program services $283,477 · management and general $4,425

  • 12 · Advertising and promotion

    total $3,076 · program services $353 · management and general $2,723

  • 13 · Office expenses

    total $28,898 · program services $25,796 · management and general $2,848 · fundraising $254

  • 14 · Information technology

    total $36,815 · program services $13,027 · management and general $23,788

  • 16 · Occupancy

    total $31,174 · program services $5,594 · management and general $25,580

  • 17 · Travel

    total $119,548 · program services $106,686 · management and general $12,346 · fundraising $516

  • 19 · Conferences, conventions and meetings

    total $33,577 · program services $32,650 · management and general $927

  • 22 · Depreciation, depletion and amortization

    total $2,775 · management and general $2,775

  • 23 · Insurance

    total $6,318 · management and general $6,318

  • 24a · Other expenses: STAFF DEVELOPMENT

    total $4,447 · program services $2,833 · management and general $1,614

  • 24b · Other expenses: MISCELLANEOUS EXP

    total $3,021 · program services $500 · management and general $2,521

  • 24c · Other expenses: ALLOC. OF SHARED COSTS

    total $0 · program services $139,811 · management and general -$143,795 · fundraising $3,984

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $518,527 · end of year $544,542

  • 2 · Savings and temporary cash investments

    beginning of year $469,608 · end of year $507,939

  • 3 · Pledges and grants receivable

    beginning of year $563,352 · end of year $370,933

  • 4 · Accounts receivable

    beginning of year $42,655 · end of year $13,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,263 · end of year $20,046

  • 10a · Land, buildings and equipment: cost or other basis

    $59,694

  • 10b · Land, buildings and equipment: accumulated depreciation

    $54,586

  • 10c · Land, buildings and equipment, net

    beginning of year $7,883 · end of year $5,108

  • 15 · Other assets

    beginning of year $10,753 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $150,068 · end of year $118,561

  • 19 · Deferred revenue

    beginning of year $21,301 · end of year $57,235

  • 25 · Other liabilities

    beginning of year $11,953 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $499,929 · end of year $543,493

  • 28 · Net assets with donor restrictions

    beginning of year $945,790 · end of year $742,779

Mission and programs · 2023

Mission

RDI STRENGTHENS RURAL PEOPLE, PLACES, AND ECONOMIES IN THE PACIFIC NORTHWEST.

Activities or mission (Part I)

RDI DEVELOPS NETWORKS OF RURAL LEADERS, REVITALIZES RURAL ECONOMIES, AND ELEVATES RURAL PRIORITIES.

  • RESILIENT RURAL ECONOMIES - SERVICES THAT MOVE COMMUNITIES AND REGIONS TO ACTION AND IMPLEMENT INNOVATIVE STRATEGIES TO BUILD COMMUNITY WEALTH, JOBS, AND PROSPERITY. RDI'S RURAL ECONOMIC SERVICES HELP TEAMS OF LOCAL COMMUNITY LEADERS UNDERSTAND THEIR ECONOMIC SITUATION, AND APPRECIATE AND BUILD UPON THEIR NATURAL, ECONOMIC, AND CULTURAL ASSETS AND OPPORTUNITIES. OUR WORK RESULTS IN STRONGER LOCAL EFFORTS AND SUPPORT SYSTEMS, SMALL BUSINESS SUCCESSES, AND RESILIENT PLACE-BASED STRATEGIES THAT ADDRESS INEQUITIES IN ECONOMIC BENEFIT AND OPPORTUNITY.

    Expenses $1,016,799 · Grants $54,000 · Revenue $126,184

  • COLLECTIVE RURAL LEADERSHIP - SERVICES THAT PROVIDE CAPACITY-BUILDING AND EDUCATIONAL ACTIVITIES FOR INDIVIDUALS IN RURAL COMMUNITIES. RDI'S COMMUNITY LEADERSHIP EFFORTS INCREASE THE DIVERSITY AND NUMBER OF LOCAL PEOPLE ACTIVELY INVOLVED, CONNECTED, AND EFFECTING CHANGE TO BENEFIT RURAL COMMUNITIES. OUR WORK RESULTS IN ENGAGED AND SKILLED LOCAL LEADERS WHO ARE BETTER PREPARED TO WORK TOGETHER AND ACROSS DIFFERENCES, ADDRESS COMPLEX CHALLENGES, AND BUILD COMMUNITY.

    Expenses $232,883 · Grants $7,475 · Revenue $34,046

  • INCLUSIVE RURAL POLICY & EQUITABLE RESOURCES - SERVICES THAT ASPIRE TO CLOSE THE RURAL RESOURCE GAP AND REACH POLITICAL EQUITY. RDI'S POLICY AND RESOURCE WORK EDUCATES, ACTIVATES, AND SUPPORTS RURAL COMMUNITY LEADERS AND NETWORKS TO AFFECT SYSTEMS CHANGE. OUR POLICY WORK RESULTS IN A REPRESENTATIVE PIPELINE OF RURAL LEADERS WHO ARE PARTICIPATING IN GOVERNANCE AND POLICIES AT LOCAL, STATE, AND NATIONAL LEVELS AND STRENGTHENED NETWORKS OF RURAL LEADERS ACROSS OUR REGION AND THE NATION. OUR FUNDING SPECIFIC WORK RESULTS IN INCREASED FUNDING FOR COMMUNITY PRIORITIES, MORE LOCAL PEOPLE SKILLED AT FUND DEVELOPMENT, AND INCREASED RURAL FUNDING SOURCES AND INVESTMENTS.

    Expenses $221,190 · Revenue $68,816

As filed on the 2023 return.

Listed in Part VII

  • Taylor Sarman

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Deb Smith

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Katie Sheffield

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mallorie Roberts

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Amy Callahan-Tracewell

    BOARD PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Juan Barraza

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Cummings

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ivory W Lyles

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike McLaughlin

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Miller

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Willow Oelke

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Danae Valdez

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heidi Khokhar

    EXECUTIVE DIRECTOR

    Total calculated
    $150,980
    From this org
    $120,500
    From related orgs
    $0
    Other
    $30,480
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $120,500
    Bonus
    $0
    Other
    $0
    Deferred
    $26,808
    Nontaxable benefits
    $3,672
    Filer's total
    $150,980

  • Karen Porter

    FINANCE MANAGER (BEG. JUNE '23)

    Total calculated
    $38,899
    From this org
    $34,909
    From related orgs
    $0
    Other
    $3,990
    Hours/week
    36

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • DBG CONSTRUCTION LLC

    $6,000

    STATE OF OREGON INTERGENERATIONAL WEALTH BUILDING PROJECT

Provenance

Return type
form_990
Tax year
2023
Filed
24 September 2024
IRS schema version
2023v5.1
Source object
202442689349301414

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