Civic Intelligence

Leavenworth & Upper Valley

EIN 26-1221174 • 501(c)3 • Leavenworth, WA

Profile

Leavenworth & upper valley employment, nfp is an organization that provides job training, placement and support for developmentally disabled individuals.

12686 Shore StreetLeavenworth, WA 98826

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

19th percentile

-31%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$1,344

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$0

Down $47,867 (-100%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $46,447 (-100%) from 2017

Revenue

Down

$53,361

Down $79,357 (-60%) from 2017

Expenses

Down

$69,676

Down $57,380 (-45%) from 2017

Net Income

Down

-$16,315

Down $21,977 (-388%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $3,802Liabilities 2010: $857Net Assets 2010: $2,9452010Assets 2011: $9,713Liabilities 2011: $656Net Assets 2011: $9,0572011Assets 2012: $19,279Liabilities 2012: $265Net Assets 2012: $19,0142012Assets 2013: $32,632Liabilities 2013: $723Net Assets 2013: $31,9092013Assets 2014: $38,774Liabilities 2014: $673Net Assets 2014: $38,1012014Assets 2015: $38,125Liabilities 2015: $786Net Assets 2015: $37,3392015Assets 2016: $41,698Liabilities 2016: $912Net Assets 2016: $40,7862016Assets 2017: $47,867Liabilities 2017: $1,420Net Assets 2017: $46,4472017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $57,490Expenses 2010: $56,856Net Income 2010: $6342010Revenue 2011: $59,722Expenses 2011: $53,610Net Income 2011: $6,1122011Revenue 2012: $65,543Expenses 2012: $58,886Net Income 2012: $6,6572012Revenue 2013: $79,992Expenses 2013: $67,097Net Income 2013: $12,8952013Revenue 2014: $85,923Expenses 2014: $79,733Net Income 2014: $6,1902014Revenue 2015: $114,174Expenses 2015: $114,935Net Income 2015: -$7612015Revenue 2016: $112,289Expenses 2016: $108,842Net Income 2016: $3,4472016Revenue 2017: $132,718Expenses 2017: $127,056Net Income 2017: $5,6622017Revenue 2018: $53,361Expenses 2018: $69,676Net Income 2018: -$16,3152018

Highlighted filing

2018

Revenue$53,361
Expenses$69,676
Net Income-$16,315

Filings

Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$85,923
Mission and Program Overview

Mission

Leavenworth & upper valley employment, nfp is an organization that provides job training, placement and support for developmentally disabled individuals.

Program Services

DescriptionGrantsExpenses
LEAVENWORTH & UPPER VALLEY EMPLOYMENT SERVICES, NFP PROVIDED JOB TRAINING, PLACEMENT AND SUPPORT FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.-$72,516
THE ORGANIZATION CONTRACTS WITH LOCAL BUSINESSES FOR ITS MEMBERS TO PROVIDE ASSEMBY AND CLEANING SERVICES. THE MEMBERS RECEIVE PAYMENT FOR THE WORK THEY PERFORM.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN BANGSUNDPresidentFT$1,837-$1,837
MARCIA BANKSDirector-$0--
BILL JONESSecretary-$0--
JORDON MCDEVITTTreasurer-$0--
JAY DIRKSEDirector-$0--
LAURIE O'BRIENDirector-$0--
TOM MCDEVITTDirector-$0--
RANDY PIPERDirector-$0--
JOHN WISEMOREDirector-$0--
CHRISTINA FORCHEMER-ZUCKTRIEGELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leavenworth & Upper Valley
EIN
26-1221174
Phone
5095487108
Address
12686 SHORE STREET, LEAVENWORTH, WA 98826

Signing Officer

Name
Kathryn Bangsund
Title
President
Phone
5095487108
Signed
2015-10-30

Preparer

Firm
Homchick Smith & Associates Pllc
Address
PO BOX 1371, WENATCHEE, WA 98807-1371
Preparer
James Matsumura CPA
Phone
5096631131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 657 travel 3,526 insurance 2,970 supplies and tools 1,429 training 1,607 total 10,189

Form 990-ez, Part II, Line 24

Accounts receivable 4,881 6,235 other loans receivable 1,836 1,036 total 6,717 7,271

Form 990-ez, Part II, Line 26

Payroll tax liabilities 723 673

Form 990-ez, Part III

Leavenworth & upper valley employment, nfp is an organization that provides job training, placement and support for developmentally disabled individuals.

Form 990-ez, Part III, Line 31

The organization contracts with local businesses for its members to provide assemby and cleaning services. The members receive payment for the work they perform.

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0KATHY BANGSUND
IRS990EZ/BooksInCareOfDetail/PhoneNum05095487108
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012686 SHORE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEAVENWORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098826
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031503
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IRS990EZ/ContributionsGiftsGrantsEtcAmt060843
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06190
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032634
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038774
IRS990EZ/GrossReceiptsAmt085923
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031911
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038101
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031911
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038101
IRS990EZ/OccupancyRentUtltsAndMaintAmt017743
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01837
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHRYN BANGSUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCIA BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JORDON MCDEVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAY DIRKSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURIE O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TOM MCDEVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RANDY PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN WISEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRISTINA FORCHEMER-ZUCKTRIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06717
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07271
IRS990EZ/OtherExpensesTotalAmt010189
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEAVENWORTH & UPPER VALLEY EMPLOYMENT, NFP IS AN ORGANIZATION THAT PROVIDES JOB TRAINING, PLACEMENT AND SUPPORT FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt025080
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEAVENWORTH & UPPER VALLEY EMPLOYMENT SERVICES, NFP PROVIDED JOB TRAINING, PLACEMENT AND SUPPORT FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION CONTRACTS WITH LOCAL BUSINESSES FOR ITS MEMBERS TO PROVIDE ASSEMBY AND CLEANING SERVICES. THE MEMBERS RECEIVE PAYMENT FOR THE WORK THEY PERFORM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072516
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051801
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0723
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0673
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079733
IRS990EZ/TotalProgramServiceExpensesAmt072516
IRS990EZ/TotalRevenueAmt085923
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ASSEMBY AND CLEANING SERVICES 25,229
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0248419
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013060
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012169
IRS990ScheduleA/OtherIncome170Grp/TotalAmt025229
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90780
IRS990ScheduleA/PublicSupportPY170Pct00.85650
IRS990ScheduleA/PublicSupportTotal170Amt0248419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045321
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0248419
IRS990ScheduleA/TotalSupportAmt0273648
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 657 TRAVEL 3,526 INSURANCE 2,970 SUPPLIES AND TOOLS 1,429 TRAINING 1,607 TOTAL 10,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 4,881 6,235 OTHER LOANS RECEIVABLE 1,836 1,036 TOTAL 6,717 7,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAX LIABILITIES 723 673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEAVENWORTH & UPPER VALLEY EMPLOYMENT, NFP IS AN ORGANIZATION THAT PROVIDES JOB TRAINING, PLACEMENT AND SUPPORT FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION CONTRACTS WITH LOCAL BUSINESSES FOR ITS MEMBERS TO PROVIDE ASSEMBY AND CLEANING SERVICES. THE MEMBERS RECEIVE PAYMENT FOR THE WORK THEY PERFORM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN BANGSUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05095487108
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEAVENWORTH & UPPER VALLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYMENT SERVICES NFP
ReturnHeader/Filer/BusinessNameControlTxt0LEAV
ReturnHeader/Filer/EIN0261221174
ReturnHeader/Filer/PhoneNum05095487108
ReturnHeader/Filer/USAddress/AddressLine1Txt012686 SHORE STREET
ReturnHeader/Filer/USAddress/CityNm0LEAVENWORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098826
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910626552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOMCHICK SMITH & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1371
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WENATCHEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988071371
ReturnHeader/PreparerPersonGrp/PhoneNum05096631131
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MATSUMURA CPA
ReturnHeader/ReturnTs02015-11-04T17:42:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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