Civic Intelligence

Community Life Services

990 • Fiscal year 2023 • EIN 45-4572745

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

Organization Profilewww.Communitylifeservices.org

View Organization Page

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

75th percentile

0.30x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

5.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$113,249

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

84th percentile

34%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$362,221

Up $91,939 (+34%) from 2022

Net Assets

Up

$253,634

Up $80,922 (+47%) from 2022

Liabilities

Up

$108,587

Up $11,017 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin52nd percentile

Revenue

Up

$1,592,839

Up $240,710 (+18%) from 2022

Expenses

Up

$1,511,917

Up $74,835 (+5.2%) from 2022

Net Income

Up

$80,922

Up $165,875 (+195%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2023

Assets$362,221
Liabilities$108,587
Net Assets$253,634
Open 2023 Filing

Operations Trend

Revenue Growth65th 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

2023

Revenue$1,592,839
Expenses$1,511,917
Net Income$80,922
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$1,592,839
Mission and Program Overview

Mission

Serving people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$145,147$187,015▲ $41,868
Cash and Non-Interest-Bearing Accounts$76,760$106,779▲ $30,019
Savings and Temporary Cash Investments$46,289$66,342▲ $20,053
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$270,282$362,221▲ $91,939
Other Assets Total$2,086$2,085▼ $1
Liabilities
Other Liabilities$96,120$107,169▲ $11,049
Accounts Payable and Accrued Expenses$1,450$1,418▼ $32
Total Liabilities$97,570$108,587▲ $11,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$172,712$253,634▲ $80,922
Total Net Assets Fund Balance$172,712$253,634▲ $80,922
Total Liabilities and Net Assets / Fund Balance$270,282$362,221▲ $91,939
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracey MarquartExecutive DirectorFT$113,249$113,249

Board Members and Trustees

NameTitle
Heather PintPresident
Jane PrudhommeDirector
Jane WempDirector
Laura PascalDirector
Linda BrightDirector
Mark WenzlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,008
Program Service Revenue
$1,588,641
Investment Income
$190
Other Revenue
$0
All Other Contributions
$4,008
Change in Net Assets
$80,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,321,906
Other Expenses$190,011
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$909,206$91,306-$1,000,512
Other Employee Benefits$111,895$11,867-$123,762
Current Officers, Directors, Trustees, and Key Employees$56,625$56,624-$113,249
Payroll Taxes$76,244$8,139-$84,383
Occupancy$60,693$6,088-$66,781
Insurance$25,496$2,834-$28,330
All Other Expenses$12,660$8,696-$21,356
Information Technology$19,270--$19,270
Other Expenses$7,790$866-$8,656
Travel$6,959--$6,959
Advertising$900--$900
Conferences and Meetings$405--$405
Total Functional Expenses$1,325,497$186,420$0$1,511,917
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$58,186
Accrued Vacation$48,983
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, Section B, Line 11B

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

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

“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, Section B, Line 15A

“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, Section C, Line 19

“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
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
32
Volunteers
15

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/Desc02022-2023 continued to be another challenging year coming out of the pandemic rules and safeguards with the COVID virus and the fire and flood emergencies that continued to impact our operations and our communities into 2022. Our clients, families, and staff have all continued to work and adapt to as safety protocols reduce while illness is still present in our community. Providing a hybrid of services was required to maintain service utilization and regular support schedules for in-person services. We provided ongoing services to 150 adults with disabilities and their families in the areas of employment preparation, employment placement, employment retention, and life skills training. Throughout the year, we continued providing in-person services with a complement of virtual services when requested by clients. For people with disabilities, this employment market in our area continues to be positive although the high cost of housing has impacted all stakeholders. 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. However, due to a lack of affordable housing, many of our clients and our employees are not able to move or change where they are living due to a shortage in housing they can afford. Although it was another year of challenges, we can take pride in the achievements of people in the disability community and our staff. A sustained shortage in the local workforce has meant that employers in our community have been very 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/RelatedOrExemptFuncIncomeAmt11586358
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IRS990/PYRevenuesLessExpensesAmt0-84953
IRS990/PYSalariesCompEmpBnftPaidAmt01255499
IRS990/PYTotalExpensesAmt01437082
IRS990/PYTotalRevenueAmt01352129
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080922
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046289
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066342
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010034
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0402
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01968
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.99100
IRS990ScheduleA/PublicSupportTotal170Amt0226430
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04736
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010034
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0226430
IRS990ScheduleA/TotalSupportAmt0228398
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048983
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt158186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt0107169
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0362221
IRS990/TotalAssetsGrp/BOYAmt0270282
IRS990/TotalAssetsGrp/EOYAmt0362221
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IRS990/TotalContributionsAmt04008
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0186420
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01325497
IRS990/TotalFunctionalExpensesGrp/TotalAmt01511917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097570
IRS990/TotalLiabilitiesEOYAmt0108587
IRS990/TotalLiabilitiesGrp/BOYAmt097570
IRS990/TotalLiabilitiesGrp/EOYAmt0108587
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IRS990/TotalProgramServiceRevenueAmt01588641
IRS990/TotalReportableCompFromOrgAmt0113249
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01592839
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0270282
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0362221
IRS990/TravelGrp/ProgramServicesAmt06959
IRS990/TravelGrp/TotalAmt06959
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/SignatureDt02024-05-15
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
ReturnHeader/Filer/USAddress/ZIPCd095060

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,221
Liabilities
$108,587
Net assets
$253,634
Revenue
$1,592,839
Expenses
$1,511,917
Net income
$80,922
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