Civic Intelligence

Community Life Services

990 • Fiscal year 2022 • EIN 45-4572745

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 16, 2023

Organization Profilewww.Communitylifeservices.org
740 Front Street 135Santa Cruz, CA 95060

(831) 600-7778

Siviq Scores

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

Liabilities / Assets

79th percentile

0.36x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

25th percentile

-6.3%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$112,401

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$270,282

Down $87,936 (-25%) from 2021

Net Assets

Down

$172,712

Down $84,953 (-33%) from 2021

Liabilities

Down

$97,570

Down $2,983 (-3.0%) from 2021

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin25th percentile

Revenue

Down

$1,352,129

Down $154,800 (-10%) from 2021

Expenses

Up

$1,437,082

Up $14,940 (+1.1%) from 2021

Net Income

Down

-$84,953

Down $169,740 (-200%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$600K$400K$200K$0Assets 2013: $114,917Liabilities 2013: $55,220Net Assets 2013: $59,6972013Assets 2014: $112,976Liabilities 2014: $56,140Net Assets 2014: $56,8362014Assets 2015: $124,814Liabilities 2015: $48,548Net Assets 2015: $76,2662015Assets 2016: $157,025Liabilities 2016: $36,201Net Assets 2016: $120,8242016Assets 2017: $231,160Liabilities 2017: $43,321Net Assets 2017: $187,8392017Assets 2018: $282,184Liabilities 2018: $46,376Net Assets 2018: $235,8082018Assets 2019: $324,275Liabilities 2019: $47,604Net Assets 2019: $276,6712019Assets 2020: $432,921Liabilities 2020: $260,043Net Assets 2020: $172,8782020Assets 2021: $358,218Liabilities 2021: $100,553Net Assets 2021: $257,6652021Assets 2022: $270,282Liabilities 2022: $97,570Net Assets 2022: $172,7122022Assets 2023: $362,221Liabilities 2023: $108,587Net Assets 2023: $253,6342023Assets 2024: $389,788Liabilities 2024: $65,781Net Assets 2024: $324,0072024

Highlighted filing

2022

Assets$270,282
Liabilities$97,570
Net Assets$172,712
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2013: $540,9172013Revenue 2014: $774,209Expenses 2014: $776,062Net Income 2014: -$1,8532014Revenue 2015: $882,016Expenses 2015: $862,586Net Income 2015: $19,4302015Revenue 2016: $927,085Expenses 2016: $882,527Net Income 2016: $44,5582016Revenue 2017: $992,728Expenses 2017: $917,620Net Income 2017: $75,1082017Revenue 2018: $1,128,507Expenses 2018: $1,080,538Net Income 2018: $47,9692018Revenue 2019: $1,111,495Expenses 2019: $1,070,632Net Income 2019: $40,8632019Revenue 2020: $1,163,254Expenses 2020: $1,267,124Net Income 2020: -$103,8702020Revenue 2021: $1,506,929Expenses 2021: $1,422,142Net Income 2021: $84,7872021Revenue 2022: $1,352,129Expenses 2022: $1,437,082Net Income 2022: -$84,9532022Revenue 2023: $1,592,839Expenses 2023: $1,511,917Net Income 2023: $80,9222023Revenue 2024: $1,810,999Expenses 2024: $1,740,626Net Income 2024: $70,3732024

Highlighted filing

2022

Revenue$1,352,129
Expenses$1,437,082
Net Income-$84,953
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.1
Gross Receipts
$1,352,129
Mission and Program Overview

Mission

Serving people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$117,437$145,147▲ $27,710
Cash and Non-Interest-Bearing Accounts$112,617$76,760▼ $35,857
Savings and Temporary Cash Investments$126,080$46,289▼ $79,791
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$358,218$270,282▼ $87,936
Other Assets Total$2,084$2,086▲ $2
Liabilities
Other Liabilities$98,960$96,120▼ $2,840
Accounts Payable and Accrued Expenses$1,593$1,450▼ $143
Total Liabilities$100,553$97,570▼ $2,983
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$257,665$172,712▼ $84,953
Total Net Assets Fund Balance$257,665$172,712▼ $84,953
Total Liabilities and Net Assets / Fund Balance$358,218$270,282▼ $87,936
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracey MarquartExecutive DirectorFT$112,401$112,401

Board Members and Trustees

NameTitle
Jennifer SchwartzPresident
Heather PintDirector
Jane WempDirector
Laura PascalDirector
Linda BrightDirector
Mark WenzlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,678
Program Service Revenue
$1,345,103
Investment Income
$348
Other Revenue
$0
All Other Contributions
$6,678
Change in Net Assets
$-84,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,255,499
Other Expenses$181,583
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$898,832$58,817-$957,649
Current Officers, Directors, Trustees, and Key Employees$56,201$56,200-$112,401
Other Employee Benefits$94,268$11,375-$105,643
Payroll Taxes$68,305$11,501-$79,806
Occupancy$59,252$6,584-$65,836
Insurance$28,857$3,206-$32,063
All Other Expenses$16,962$2,766-$19,728
Other Expenses$9,575$1,064-$10,639
Information Technology$8,817--$8,817
Travel$7,226--$7,226
Fees for Services Accounting-$1,080-$1,080
Advertising$450--$450
Total Functional Expenses$1,271,351$165,731$0$1,437,082
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$49,281
Accrued Vacation$46,839
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Part VI, Line 11B: Form 990 Review Process

“Completed documents are submitted to be reviewed and approved by board of directors at the following scheduled business meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is written into the bylaws. The policy is reviewed annually by each board member. A form is signed annually by each board member.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board votes on all salaries. The Board is provided with benchmark information about similar sized agencies providing similar services in our area and their salary structure and uses this information as a benchmark regarding the Executive Director's compensation package.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Organization records are kept electronically. All documents are available by appointment.”

Filing and Contact Details

Filer

Filer Name
Community Life Services
EIN
45-4572745
Phone
8316007778
Address
740 FRONT STREET 135, SANTA CRUZ, CA 95060

Signing Officer

Name
Tracey Marquart
Title
Executive Director
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
33
Volunteers
10

Preparer

Firm
Patricia A Beckwith CPA
Address
4630 Soquel Drive, Soquel, CA 95073
Preparer
Patricia A Beckwith CPA
Phone
8316610665
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IRS990/Desc02021-2022 continued to be another challenging year coming out of the pandemic rules and safeguards with the COVID virus still impacting our communities. Our clients, families, and staff have all continued to work while illness is still present in our community. In addition, at the close of 2021 and the start of 2022, we experienced more challenges when the severe atmospheric rains and flooding occurred in 3 areas, we provide services. Some people were impacted at home, and some were impacted at work. All these challenges required our staff to be flexible and to provide services when possible. Providing a hybrid of services was required to maintain service utilization and regular support schedules for in-person job coaching. Many clients and staff communicated that they were concerned about illness and the weather. People reported those concerns placed strain on their daily lives. We provided ongoing services to 150 adults with disabilities in the areas of employment preparation, employment placement, employment retention, and life skills training. Throughout the year, we were back to providing in-person services with a complement of virtual services when requested by clients. For people with disabilities, this employment market has proven to be very positive. Many of the people we support have been able to complete internships and achieve paid jobs due to the lack of workers in our community. Although the year was filled with challenges, we can take pride in the achievements of people in the disability community and our staff. A shortage in the local workforce has meant that employers in our community have been eager to work with us to employ a larger diversity of workers which means that people we support are getting jobs faster than prior years.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11341623
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IRS990/ReconcilationRevenueExpnssAmt0-84953
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05744
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0348
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0290
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.99160
IRS990ScheduleA/PublicSupportTotal170Amt0228166
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0228166
IRS990ScheduleA/TotalSupportAmt0230234
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt149281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt096120
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED DOCUMENTS ARE SUBMITTED TO BE REVIEWED AND APPROVED BY BOARD OF DIRECTORS AT THE FOLLOWING SCHEDULED BUSINESS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS WRITTEN INTO THE BYLAWS. THE POLICY IS REVIEWED ANNUALLY BY EACH BOARD MEMBER. A FORM IS SIGNED ANNUALLY BY EACH BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board votes on all salaries. The Board is provided with benchmark information about similar sized agencies providing similar services in our area and their salary structure and uses this information as a benchmark regarding the Executive Director's compensation package.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION RECORDS ARE KEPT ELECTRONICALLY. ALL DOCUMENTS ARE AVAILABLE BY APPOINTMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165731
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01271351
IRS990/TotalFunctionalExpensesGrp/TotalAmt01437082
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IRS990/TotalReportableCompFromOrgAmt0112401
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01352129
IRS990/TotalVolunteersCnt010
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0270282
IRS990/TravelGrp/ProgramServicesAmt07226
IRS990/TravelGrp/TotalAmt07226
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0740 FRONT STREET 135
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095060
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.Communitylifeservices.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACEY MARQUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY LIFE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0454572745
ReturnHeader/Filer/PhoneNum08316007778
ReturnHeader/Filer/USAddress/AddressLine1Txt0740 FRONT STREET 135
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,282
Liabilities
$97,570
Net assets
$172,712
Revenue
$1,352,129
Expenses
$1,437,082
Net income
-$84,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.07$0.32$1.81$1.74$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.11$0.25$1.59$1.51$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.10$0.17$1.35$1.44$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.10$0.26$1.51$1.42$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.26$0.17$1.16$1.27$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.05$0.28$1.11$1.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.05$0.24$1.13$1.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.04$0.19$0.99$0.92$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.04$0.12$0.93$0.88$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.05$0.08$0.88$0.86$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.06$0.06$0.77$0.78$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.06$0.06$0.54