Civic Intelligence

Leavenworth & Upper Valley Employment Services Nfp

990EZ • Fiscal year 2015 • EIN 26-1221174

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 01, 2016

12686 Shore StreetLeavenworth, WA 98826

(509) 548-7108

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$3,053

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$38,125

Down $649 (-1.7%) from 2014

Net Assets

Down

$37,339

Down $762 (-2.0%) from 2014

Liabilities

Up

$786

Up $113 (+17%) from 2014

Revenue

Up

$114,174

Up $28,251 (+33%) from 2014

Expenses

Up

$114,935

Up $35,202 (+44%) from 2014

Net Income

Down

-$761

Down $6,951 (-112%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$38,125
Liabilities$786
Net Assets$37,339

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$114,174
Expenses$114,935
Net Income-$761
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 1, 2016
Return Version
2015v2.1
Gross Receipts
$114,174
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.-$102,030
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$3,053-$3,053
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
2016-08-01

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 1,374 travel 1,886 insurance 3,223 supplies and tools 2,164 training 2,078 outside contract services 12,663 recreation 143 licenses & fees 4,175 total 27,706

Form 990-ez, Part II, Line 24

Accounts receivable 6,235 6,815 1,036 1,361 total 7,271 8,176

Form 990-ez, Part II, Line 26

Payroll tax liabilities 673 786

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 Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt031502
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029949
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt092410
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-761
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038125
IRS990EZ/GrossReceiptsAmt0114174
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038100
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038100
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037339
IRS990EZ/OccupancyRentUtltsAndMaintAmt020401
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03053
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/BOYAmt07271
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08176
IRS990EZ/OtherExpensesTotalAmt027706
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/ProgramServiceRevenueAmt021764
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/ProgramServiceExpensesAmt0102030
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066828
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0673
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0786
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114935
IRS990EZ/TotalProgramServiceExpensesAmt0102030
IRS990EZ/TotalRevenueAmt0114174
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ASSEMBY AND CLEANING SERVICES 13,060
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0295508
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021764
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013060
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013060
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95770
IRS990ScheduleA/PublicSupportPY170Pct00.90780
IRS990ScheduleA/PublicSupportTotal170Amt0295508
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045546
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0295508
IRS990ScheduleA/TotalSupportAmt0308568
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 1,374 TRAVEL 1,886 INSURANCE 3,223 SUPPLIES AND TOOLS 2,164 TRAINING 2,078 OUTSIDE CONTRACT SERVICES 12,663 RECREATION 143 LICENSES & FEES 4,175 TOTAL 27,706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 6,235 6,815 1,036 1,361 TOTAL 7,271 8,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAX LIABILITIES 673 786
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN BANGSUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05095487108
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
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/PreparationDt02016-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MATSUMURA CPA
ReturnHeader/ReturnTs02016-09-26T10:25:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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