Civic Intelligence

Peoples Oakland Inc.

990 • Fiscal year 2023 • EIN 23-7407933

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

3433 Bates StreetPittsburgh, PA 15213

(412) 683-7140

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.21x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.28x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

16th percentile

-13%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$904,076

Down $131,251 (-13%) from 2022

Net Assets

Down

$718,275

Down $115,246 (-14%) from 2022

Liabilities

Down

$185,801

Down $16,005 (-7.9%) from 2022

Revenue

Down

$666,157

Down $168,086 (-20%) from 2022

Expenses

Down

$781,403

Down $17,924 (-2.2%) from 2022

Net Income

Down

-$115,246

Down $150,162 (-430%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2016: $1,031,781Liabilities 2016: $279,937Net Assets 2016: $751,8442016Assets 2017: $992,235Liabilities 2017: $273,789Net Assets 2017: $718,4462017Assets 2018: $928,968Liabilities 2018: $296,373Net Assets 2018: $632,5952018Assets 2019: $838,694Liabilities 2019: $260,309Net Assets 2019: $578,3852019Assets 2020: $974,378Liabilities 2020: $286,830Net Assets 2020: $687,5482020Assets 2021: $1,028,365Liabilities 2021: $229,760Net Assets 2021: $798,6052021Assets 2022: $1,035,327Liabilities 2022: $201,806Net Assets 2022: $833,5212022Assets 2023: $904,076Liabilities 2023: $185,801Net Assets 2023: $718,2752023Assets 2024: $814,133Liabilities 2024: $179,844Net Assets 2024: $634,2892024

Highlighted filing

2023

Assets$904,076
Liabilities$185,801
Net Assets$718,275

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $815,448Expenses 2016: $882,481Net Income 2016: -$67,0332016Revenue 2017: $837,052Expenses 2017: $870,450Net Income 2017: -$33,3982017Revenue 2018: $815,696Expenses 2018: $901,547Net Income 2018: -$85,8512018Revenue 2019: $807,021Expenses 2019: $861,231Net Income 2019: -$54,2102019Revenue 2020: $848,797Expenses 2020: $739,634Net Income 2020: $109,1632020Revenue 2021: $874,619Expenses 2021: $763,562Net Income 2021: $111,0572021Revenue 2022: $834,243Expenses 2022: $799,327Net Income 2022: $34,9162022Revenue 2023: $666,157Expenses 2023: $781,403Net Income 2023: -$115,2462023Revenue 2024: $765,484Expenses 2024: $728,361Net Income 2024: $37,1232024

Highlighted filing

2023

Revenue$666,157
Expenses$781,403
Net Income-$115,246
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$681,326
Mission and Program Overview

Mission

Peoples Oakland is a leader in providing Recovery based comprehensive pyschosocial rehabilitation services for Allegheny County adults with severe and persistent mental illness and co-occuring substance abuse disorders.

Peoples oakland is a leader in providing recovery-based comprehensive psychosocial rehabilitationservices for allegheny county adults with severe and persistent mental illness and co-occuring substance abuse disorders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$481,625$445,189▼ $36,436
Savings and Temporary Cash Investments$200,693$250,728▲ $50,035
Cash and Non-Interest-Bearing Accounts$180,791$188,052▲ $7,261
Prepaid Expenses and Deferred Charges$12,785$11,157▼ $1,628
Accounts Receivable$159,433$8,950▼ $150,483
Total Assets$1,035,327$904,076▼ $131,251
Liabilities
Mortgage Notes Payable Secured by Investment Property$175,090$157,707▼ $17,383
Accounts Payable and Accrued Expenses$26,716$25,694▼ $1,022
Deferred Revenue-$2,400-
Total Liabilities$201,806$185,801▼ $16,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$705,112$589,866▼ $115,246
Net Assets With Donor Restrictions$128,409$128,409→ $0
Total Net Assets Fund Balance$833,521$718,275▼ $115,246
Total Liabilities and Net Assets / Fund Balance$1,035,327$904,076▼ $131,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$445,189$1,384,821$1,830,010
Compensation and Service Providers

Board Members and Trustees

NameTitle
Blaec C CroftPresident
Walter J BurlackVice President
Cynthia JamesBoard Member
Leif JohnsonBoard Member
Maria SilvaBoard Member
Wesley E Sowers MdBoard Member
Lezetta CoxExecutive Director
Alexis MillerSecretary
Katherine E GilmartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$635,310
Program Service Revenue
$3,550
Investment Income
$64
Other Revenue
$27,233
All Other Contributions
$110,310
Change in Net Assets
$-115,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$666,157
Total Revenue per Audited Statements
$666,157
Total Revenue per Form 990
$666,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$512,324
Other Expenses$269,079
Total Fundraising Expense$47,721
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$268,454$123,574$34,089$426,117
Occupancy$60,497$12,252$3,829$76,578
Other Employee Benefits$24,210$11,144$3,074$38,428
Depreciation Depletion$29,149$7,287-$36,436
Payroll Taxes$21,575$9,931$2,740$34,246
Fees for Services Accounting$22,110$4,853-$26,963
Other Expenses$25,480$1,341$721$26,821
Insurance$19,304$3,619$1,206$24,129
Office Expenses$10,572$8,027$979$19,578
Pension Plan Contributions$8,525$3,925$1,083$13,533
Fees for Services Other$8,113$2,562-$10,675
Interest$7,013$1,237-$8,250
Travel$3,338$251-$3,589
Total Functional Expenses$533,222$200,460$47,721$781,403

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$781,403
Total Expenses per Audited Statements$781,403
Total Expenses per Form 990$781,403
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,030
Fundraising Direct Expenses$15,169
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$40,030$40,030$15,169$24,861
Total Events$40,030$40,030$15,169$24,861
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The executive director reviews the form 990 with the auditor.

Conflict of interest policy compliance Part VI line 12C

Board members are made aware of the conflict of interest policy and are asked to disclose any possible conflicts should they arise.

CEO executive director top management comp Part VI line 15A

The board president approves the salary of the executive director.

Governing documents etc available to public Part VI line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Peoples Oakland Inc
EIN
23-7407933
Address
3433 BATES STREET, PITTSBURGH, PA 15213

Signing Officer

Name
Lezetta Cox
Title
Executive Direc
Phone
4126837140
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
36
Volunteers
8

Preparer

Firm
J Scott Mazur CPA
Address
432 GREEN STREET, SEWICKLEY, PA 15143
Preparer
J Scott Mazur CPA
Phone
4127418090
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02740
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09931
IRS990/PayrollTaxesGrp/ProgramServicesAmt021575
IRS990/PayrollTaxesGrp/TotalAmt034246
IRS990/PensionPlanContributionsGrp/FundraisingAmt01083
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03925
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08525
IRS990/PensionPlanContributionsGrp/TotalAmt013533
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012785
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011157
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SNAK SHAK
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03550
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0732691
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt056
IRS990/PYOtherExpensesAmt0307610
IRS990/PYOtherRevenueAmt0100216
IRS990/PYProgramServiceRevenueAmt01280
IRS990/PYRevenuesLessExpensesAmt034916
IRS990/PYSalariesCompEmpBnftPaidAmt0491717
IRS990/PYTotalExpensesAmt0799327
IRS990/PYTotalRevenueAmt0834243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-115246
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0635310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0732691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0816332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0761818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0750350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03696501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0423
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02372
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt050041
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt048650
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt048841
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt048829
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0198733
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92150
IRS990ScheduleA/PublicSupportPY170Pct00.91950
IRS990ScheduleA/PublicSupportTotal170Amt03696501
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0635310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0732691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0816332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0761818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0750350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03696501
IRS990ScheduleA/TotalSupportAmt04011246
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt024861
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt049175
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt08450
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt033103
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0115589
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0445189
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01384821
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01830010
IRS990ScheduleD/ExpensesSubtotalAmt0781403
IRS990ScheduleD/RevenueSubtotalAmt0666157
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0445189
IRS990ScheduleD/TotalExpensesPerForm990Amt0781403
IRS990ScheduleD/TotalRevenuePerForm990Amt0666157
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0666157
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0781403
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015169
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040030
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024861
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015169
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015169
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 WITH THE AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE MADE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO DISCLOSE ANY POSSIBLE CONFLICTS SHOULD THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD PRESIDENT APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01035327
IRS990/TotalAssetsEOYAmt0904076
IRS990/TotalAssetsGrp/BOYAmt01035327
IRS990/TotalAssetsGrp/EOYAmt0904076
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0635310
IRS990/TotalEmployeeCnt036
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047721
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0200460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0533222
IRS990/TotalFunctionalExpensesGrp/TotalAmt0781403
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0201806
IRS990/TotalLiabilitiesEOYAmt0185801
IRS990/TotalLiabilitiesGrp/BOYAmt0201806
IRS990/TotalLiabilitiesGrp/EOYAmt0185801
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0833521
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0718275
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0533222
IRS990/TotalProgramServiceRevenueAmt03550
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024861
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05986
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0666157
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

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