Civic Intelligence

Abilities at Crestview II Inc.

990 • Fiscal year 2017 • EIN 45-4134490

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

2735 Whitney RoadClearwater, FL 33760-1610

(727) 538-7370

Siviq Scores

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

Liabilities / Assets

94th percentile

1.13x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

14.20x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

99th percentile

$471,244

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 701.2% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$845,437

No earlier filing loaded for comparison.

Net Assets

-$108,877

No earlier filing loaded for comparison.

Liabilities

$954,314

No earlier filing loaded for comparison.

Revenue

$67,210

No earlier filing loaded for comparison.

Expenses

$82,616

No earlier filing loaded for comparison.

Net Income

-$15,406

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2017: $845,437Liabilities 2017: $954,314Net Assets 2017: -$108,8772017Assets 2018: $826,577Liabilities 2018: $955,778Net Assets 2018: -$129,2012018Assets 2019: $813,903Liabilities 2019: $946,629Net Assets 2019: -$132,7262019Assets 2020: $798,217Liabilities 2020: $953,427Net Assets 2020: -$155,2102020Assets 2021: $778,972Liabilities 2021: $936,537Net Assets 2021: -$157,5652021Assets 2022: $753,369Liabilities 2022: $926,768Net Assets 2022: -$173,3992022Assets 2023: $749,904Liabilities 2023: $939,210Net Assets 2023: -$189,3062023Assets 2024: $737,532Liabilities 2024: $943,976Net Assets 2024: -$206,4442024Assets 2025: $709,050Liabilities 2025: $934,646Net Assets 2025: -$225,5962025

Highlighted filing

2017

Assets$845,437
Liabilities$954,314
Net Assets-$108,877

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $67,210Expenses 2017: $82,616Net Income 2017: -$15,4062017Revenue 2018: $73,348Expenses 2018: $93,672Net Income 2018: -$20,3242018Revenue 2019: $79,179Expenses 2019: $82,704Net Income 2019: -$3,5252019Revenue 2020: $74,529Expenses 2020: $97,013Net Income 2020: -$22,4842020Revenue 2021: $81,459Expenses 2021: $83,814Net Income 2021: -$2,3552021Revenue 2022: $80,621Expenses 2022: $96,455Net Income 2022: -$15,8342022Revenue 2023: $79,180Expenses 2023: $95,087Net Income 2023: -$15,9072023Revenue 2024: $94,810Expenses 2024: $111,948Net Income 2024: -$17,1382024Revenue 2025: $94,794Expenses 2025: $113,946Net Income 2025: -$19,1522025

Highlighted filing

2017

Revenue$67,210
Expenses$82,616
Net Income-$15,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$67,210
Mission and Program Overview

Mission

To provide affordable, rehabilitated housing for low income individuals with significant physical disabilities.

To provide low-income housing for individuals with severe disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$765,305$744,165▼ $21,140
Cash and Non-Interest-Bearing Accounts$93,959$96,813▲ $2,854
Prepaid Expenses and Deferred Charges$3,180$4,026▲ $846
Accounts Receivable$1,768$433▼ $1,335
Total Assets$864,212$845,437▼ $18,775
Liabilities
Other Liabilities$922,235$922,246▲ $11
Accounts Payable and Accrued Expenses$35,448$32,068▼ $3,380
Total Liabilities$957,683$954,314▼ $3,369
Net Assets / Fund Balance
Unrestricted Net Assets$-93,471$-108,877▼ $15,406
Total Net Assets Fund Balance$-93,471$-108,877▼ $15,406
Total Liabilities and Net Assets / Fund Balance$864,212$845,437▼ $18,775

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$744,165$82,536$826,701

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$25,498,672$177,306▲ $1,540,306$2,706,267$24,395,027
2015$24,869,034$684,625▲ $523,575$463,573$25,498,672
2014$17,358,456$6,974,748▲ $1,051,206$400,387$24,869,034
2013$14,714,040$1,287,251▲ $2,026,945$584,872$17,358,456
2012$13,081,079$1,326,289▲ $940,226$548,646$14,714,040
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa CiccolelliPresident$102,549$102,549

Board Members and Trustees

NameTitle
Barbara PageChairman
Janet SamuelsonPresident & CEO
Jan Dodge-larsonDirector
David HodgeExecutive VP & CFO
Mary TwoheySecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$67,183
Investment Income
$27
Other Revenue
$0
Change in Net Assets
$-15,406

Audited Revenue Reconciliation

Revenue per Audited Statements
$67,210
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,873,594
Total Revenue per Audited Statements
$18,940,804
Total Revenue per Form 990
$67,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,968
Salaries, Compensation, and Employee Benefits$13,648
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$21,140--$21,140
Other Salaries and Wages$7,666$5,982-$13,648
Fees for Services Management-$4,755-$4,755
Office Expenses$4,194--$4,194
Fees for Services Accounting-$3,384-$3,384
Insurance$3,295--$3,295
Fees for Services Other$2,173--$2,173
Other Expenses$647--$647
Occupancy$104--$104
Total Functional Expenses$68,495$14,121$0$82,616

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,915,277
Expenses Not Reported on Form 990$15,832,661
Expenses per Audited Statements$82,616
Total Expenses per Form 990$82,616
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hud Capital Advance$912,300
Intercompany Payable$8,900
Tenant Security Deposit$1,046
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

After the extensive internal review, the returns are made available to the members of the audit committee and board of directors for their review and comments and request for a formal meeting prior to filing, if deemed necessary. The final 990 return is posted to the organization's website for internal use.

Form 990, Part VI, Section B, Line 12C

Board members are required to complete and sign a disclosure form identifying business interests, employment relationships and property interests, and those of related parties. The organization has specific board-level policies regarding disclosure of conflict of interest for board members. The chair of the board and the ceo regularly review the composition of the board for any potential conflicts of interests and consult with legal counsel if necessary. The board chair may ask the involved individual to recuse themselves during discussions on any matter relating to a potential conflict of interest. The organization maintains business code of ethics and conflict of interest policies that all employees are required to follow. All key employees, including officers, are required to participate in annual training on the organization's code of business ethics, including conflicts of interest.

Form 990, Part VI, Section C, Line 19

Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).

FORM 990, PART VII AND SCHEDULE J:

Abilities at crestview ii, inc. Does not compensate anyone shown in part vii of the form 990 or schedule j, part ii. The compensation shown in these sections is paid by servicesource, inc., the organization's related organization. Abilities at crestview ii, inc. Relies on the compensation determination methodology of servicesource, inc. The following is the compensation methodology used by servicesource, inc.: compensation for servicesource's ceo is determined by the board of directors on an annual basis. This independent determination includes the use of data for similar positions at comparable organizations and the compensation arrangement is documented when decided by the board of directors. An independent compensation consultant conducts an executive salary survey for all senior executives on an annual basis, with the results of the survey being reviewed and considered by the board of directors for determination of the ceo's compensation. Compensation for other officers are also determined based on executive pay studies and an executive salary survey conducted by a leading consulting firm that are conducted annually. Compensation for other key employees and executives are determined based on periodic market analysis.

Filing and Contact Details

Filer

Filer Name
Abilities at Crestview Ii Inc
EIN
45-4134490
Phone
7275387370
Address
2735 WHITNEY ROAD, CLEARWATER, FL 33760-1610

Signing Officer

Name
David Hodge
Title
Executive VP & CFO
Phone
7275387370
Signed
2017-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Samuelson
Formed
2012
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
1861 INTERNATIONAL DRIVE SUITE 400, MCLEAN, VA 22102
Preparer
Yong Zhang CPA
Phone
7033366400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years.

Financial Statement Notes

PART V, LINE 4:

Board designated and quasi-endowments funds consist of marketable securities held by servicesource, inc. And opportunity center, inc. The investment income from these funds is available to provide for certain programs and initiatives of the organization. In addition, the board of trustees of servicesource foundation, inc. Has designated $177,306 and $1,950,000 for the friendship house and disability resource center, respectively.

PART X, LINE 2:

Management has evaluated the organization's tax positions and has concluded that the organization has taken no uncertain tax positions that require adjustment. The organization files tax returns in the u.s. Federal and state of florida jurisdictions. Generally, the organization is no longer subject to u.s. Federal or state and local income tax examinations by tax authorities for years before 2014.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Hfi revenue in consolidating financial statments 788,641. Hfi space coast revenue in consolidating financial statements 63,751. Hud revenue in consolidated financial statements 1,720,747. Abilities of florida revenue in consolidating financial statements 13,645,298. Interest in foundation 2,655,157.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Hud expenses in consolidating financial statements 1,984,735. Hfi expenses in consolidating financial statements 1,650,038. Hfi space coast expenses in consolidating financial statements 66,049. Abilities of florida expenses in consolidating financial statements 12,131,839.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0205720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0104
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0205720
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01561
IRS990ScheduleA/Total509Grp/TotalAmt0205720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01563
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0205824
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0744165
IRS990ScheduleD/BuildingsGrp/DepreciationAmt082536
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0826701
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt024990
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025498672
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0177306
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024395027
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01540306
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02706267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt024989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024869034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0684625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025498672
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0523575
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0463573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024989
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017358456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06974748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024869034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01051206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0400387
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014714040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01287251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017358456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02026945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0584872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt013081079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01326289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014714040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0940226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0548646
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt015832661
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt082616
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt015832661
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0912300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21046
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HUD CAPITAL ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherRevenueAmt018873594
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt018873594
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt067210
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOARD DESIGNATED AND QUASI-ENDOWMENTS FUNDS CONSIST OF MARKETABLE SECURITIES HELD BY SERVICESOURCE, INC. AND OPPORTUNITY CENTER, INC. THE INVESTMENT INCOME FROM THESE FUNDS IS AVAILABLE TO PROVIDE FOR CERTAIN PROGRAMS AND INITIATIVES OF THE ORGANIZATION. IN ADDITION, THE BOARD OF TRUSTEES OF SERVICESOURCE FOUNDATION, INC. HAS DESIGNATED $177,306 AND $1,950,000 FOR THE FRIENDSHIP HOUSE AND DISABILITY RESOURCE CENTER, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE OF FLORIDA JURISDICTIONS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2HFI REVENUE IN CONSOLIDATING FINANCIAL STATMENTS 788,641. HFI SPACE COAST REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 63,751. HUD REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 1,720,747. ABILITIES OF FLORIDA REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 13,645,298. INTEREST IN FOUNDATION 2,655,157.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3HUD EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,984,735. HFI EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,650,038. HFI SPACE COAST EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 66,049. ABILITIES OF FLORIDA EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 12,131,839.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0744165
IRS990ScheduleD/TotalExpensesPerForm990Amt082616
IRS990ScheduleD/TotalLiabilityAmt0922246
IRS990ScheduleD/TotalRevenuePerForm990Amt067210
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018940804
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015915277
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt078000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt172000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0351907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1300986
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt011282
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt15715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JANET SAMUELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID HODGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VP & CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0471244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1382106
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER THE EXTENSIVE INTERNAL REVIEW, THE RETURNS ARE MADE AVAILABLE TO THE MEMBERS OF THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS AND REQUEST FOR A FORMAL MEETING PRIOR TO FILING, IF DEEMED NECESSARY. THE FINAL 990 RETURN IS POSTED TO THE ORGANIZATION'S WEBSITE FOR INTERNAL USE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A DISCLOSURE FORM IDENTIFYING BUSINESS INTERESTS, EMPLOYMENT RELATIONSHIPS AND PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. THE ORGANIZATION HAS SPECIFIC BOARD-LEVEL POLICIES REGARDING DISCLOSURE OF CONFLICT OF INTEREST FOR BOARD MEMBERS. THE CHAIR OF THE BOARD AND THE CEO REGULARLY REVIEW THE COMPOSITION OF THE BOARD FOR ANY POTENTIAL CONFLICTS OF INTERESTS AND CONSULT WITH LEGAL COUNSEL IF NECESSARY. THE BOARD CHAIR MAY ASK THE INVOLVED INDIVIDUAL TO RECUSE THEMSELVES DURING DISCUSSIONS ON ANY MATTER RELATING TO A POTENTIAL CONFLICT OF INTEREST. THE ORGANIZATION MAINTAINS BUSINESS CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES THAT ALL EMPLOYEES ARE REQUIRED TO FOLLOW. ALL KEY EMPLOYEES, INCLUDING OFFICERS, ARE REQUIRED TO PARTICIPATE IN ANNUAL TRAINING ON THE ORGANIZATION'S CODE OF BUSINESS ETHICS, INCLUDING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ABILITIES AT CRESTVIEW II, INC. DOES NOT COMPENSATE ANYONE SHOWN IN PART VII OF THE FORM 990 OR SCHEDULE J, PART II. THE COMPENSATION SHOWN IN THESE SECTIONS IS PAID BY SERVICESOURCE, INC., THE ORGANIZATION'S RELATED ORGANIZATION. ABILITIES AT CRESTVIEW II, INC. RELIES ON THE COMPENSATION DETERMINATION METHODOLOGY OF SERVICESOURCE, INC. THE FOLLOWING IS THE COMPENSATION METHODOLOGY USED BY SERVICESOURCE, INC.: COMPENSATION FOR SERVICESOURCE'S CEO IS DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THIS INDEPENDENT DETERMINATION INCLUDES THE USE OF DATA FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS AND THE COMPENSATION ARRANGEMENT IS DOCUMENTED WHEN DECIDED BY THE BOARD OF DIRECTORS. AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTS AN EXECUTIVE SALARY SURVEY FOR ALL SENIOR EXECUTIVES ON AN ANNUAL BASIS, WITH THE RESULTS OF THE SURVEY BEING REVIEWED AND CONSIDERED BY THE BOARD OF DIRECTORS FOR DETERMINATION OF THE CEO'S COMPENSATION. COMPENSATION FOR OTHER OFFICERS ARE ALSO DETERMINED BASED ON EXECUTIVE PAY STUDIES AND AN EXECUTIVE SALARY SURVEY CONDUCTED BY A LEADING CONSULTING FIRM THAT ARE CONDUCTED ANNUALLY. COMPENSATION FOR OTHER KEY EMPLOYEES AND EXECUTIVES ARE DETERMINED BASED ON PERIODIC MARKET ANALYSIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII AND SCHEDULE J:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

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