Civic Intelligence

Assist

990 • Fiscal year 2019 • EIN 46-4080885

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

4412 S Barbur Blvd Suite 200Portland, OR 97239

(503) 888-2690

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$55,439

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

7.9%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$63,275

Up $11,179 (+21%) from 2018

Net Assets

Up

$62,589

Up $7,595 (+14%) from 2018

Liabilities

Up

$686

Up $3,584 (+124%) from 2018

Revenue

Up

$282,752

Up $20,731 (+7.9%) from 2018

Expenses

Up

$275,157

Up $20,208 (+7.9%) from 2018

Net Income

Up

$7,595

Up $523 (+7.4%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2014: $7,396Liabilities 2014: $12,067Net Assets 2014: -$4,6712014Assets 2015: $9,846Liabilities 2015: $6,159Net Assets 2015: $3,6872015Assets 2016: $25,820Liabilities 2016: $2,481Net Assets 2016: $23,3392016Assets 2017: $52,241Liabilities 2017: $4,319Net Assets 2017: $47,9222017Assets 2018: $52,096Liabilities 2018: -$2,898Net Assets 2018: $54,9942018Assets 2019: $63,275Liabilities 2019: $686Net Assets 2019: $62,5892019Assets 2020: $121,400Liabilities 2020: $9,086Net Assets 2020: $112,3142020Assets 2021: $150,605Liabilities 2021: $2,272Net Assets 2021: $148,3332021Assets 2022: $233,563Liabilities 2022: $5,463Net Assets 2022: $228,1002022Assets 2023: $274,747Liabilities 2023: $3,336Net Assets 2023: $271,4112023Assets 2024: $304,721Liabilities 2024: $11,525Net Assets 2024: $293,1962024Assets 2025: $427,508Liabilities 2025: $5,400Net Assets 2025: $422,1082025

Highlighted filing

2019

Assets$63,275
Liabilities$686
Net Assets$62,589

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $114,637Expenses 2014: $119,308Net Income 2014: -$4,6712014Revenue 2015: $109,158Expenses 2015: $102,000Net Income 2015: $7,1582015Revenue 2016: $144,830Expenses 2016: $125,178Net Income 2016: $19,6522016Revenue 2017: $242,598Expenses 2017: $218,015Net Income 2017: $24,5832017Revenue 2018: $262,021Expenses 2018: $254,949Net Income 2018: $7,0722018Revenue 2019: $282,752Expenses 2019: $275,157Net Income 2019: $7,5952019Revenue 2020: $415,805Expenses 2020: $366,080Net Income 2020: $49,7252020Revenue 2021: $428,902Expenses 2021: $392,883Net Income 2021: $36,0192021Revenue 2022: $579,170Expenses 2022: $499,403Net Income 2022: $79,7672022Revenue 2023: $591,643Expenses 2023: $548,332Net Income 2023: $43,3112023Revenue 2024: $669,641Expenses 2024: $647,856Net Income 2024: $21,7852024Revenue 2025: $641,282Expenses 2025: $512,370Net Income 2025: $128,9122025

Highlighted filing

2019

Revenue$282,752
Expenses$275,157
Net Income$7,595
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.0
Gross Receipts
$287,449
Mission and Program Overview

Mission

The mission of ASSIST is to officially advocate for and represent applicants with severe disabilities who are eligible for SSI and SSD benefits. ASSIST guides clients through all levels of the Federal Administrative claims review process. ASSIST is an income-generating service for its clients and a key element in the fight to end poverty. ASSIST's services, both guiding clients through the application process and educating other service providers on the process, benefit clients and the community.

See Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$32,525$53,547▲ $21,022
Cash and Non-Interest-Bearing Accounts$17,629$8,262▼ $9,367
Land, Buildings, and Equipment, Net$1,942$1,466▼ $476
Total Assets$52,096$63,275▲ $11,179
Liabilities
Other Liabilities$-2,898$686▲ $3,584
Total Liabilities$-2,898$686▲ $3,584
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,994$62,589▲ $7,595
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$54,994$62,589▲ $7,595
Total Liabilities and Net Assets / Fund Balance$52,096$63,275▲ $11,179

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$1,466$914$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mellani CalvinExecutive DirectorFT$55,439$55,439

Board Members and Trustees

NameTitle
Brandon HunterDirector at Large
Ken WilmotDirector at Large
Sherry FranklinDirector at Large
Amy Van HornSecretary
Glenna HayesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,706
Program Service Revenue
$186,664
Investment Income
$39
Other Revenue
$4,343
All Other Contributions
$91,706
Change in Net Assets
$7,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$209,466
Other Expenses$53,360
Total Fundraising Expense$12,642
Professional Fundraising Fees$12,331
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,751$29,335$0$133,086
Current Officers, Directors, Trustees, and Key Employees$47,123$8,316$0$55,439
Payroll Taxes$14,360$3,057$0$17,417
Fees for Services Professional Fundraising--$12,331$12,331
Occupancy$9,652$2,412$0$12,064
Other Expenses$8,035$0$0$8,035
Office Expenses$6,385$1,378$251$8,014
Travel$4,200$60$60$4,320
Other Employee Benefits$2,088$1,436$0$3,524
All Other Expenses$2,708$801$0$3,509
Insurance$0$2,705$0$2,705
Information Technology$1,595$398$0$1,993
Fees for Services Other$898$152$0$1,050
Conferences and Meetings$1,005$0$0$1,005
Depreciation Depletion$0$476$0$476
Total Functional Expenses$211,989$50,526$12,642$275,157
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$12,331
Fundraising Gross Income$9,040
Fundraising Direct Expenses$4,697
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
OR Payroll Tax Liabilities$686
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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 A, Line 2

Board Member Glenna Hayes is the Aunt of the Executive Director's Husband.

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

The 990 is reviewed by the Executive Director and Board of Directors prior to filing.

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

The organization requires annual review and renewal acceptance of the policy by the members of the Board of Directors.

Form 990, Part VI, Section B, Line 15

When determining compensation, the board meets and votes in absence of the Executive Director.

Form 990, Part VI, Section C, Line 18

The organizations form 990 is available online at Guidestar, for viewing at the Portland, Oregon office or by written request.

Form 990, Part VI, Section C, Line 19

Forms are available for viewing at the Portland, Oregon office or by written request.

Filing and Contact Details

Filer

Filer Name
Assist
EIN
46-4080885
Phone
5038882690
Address
4412 S Barbur Blvd Suite 200, Portland, OR 97239

Signing Officer

Name
Tony Musso
Title
Controller
Phone
5038882690
Signed
2020-07-01

Organization Details

Principal Officer
Mellani Calvin
Formed
2013
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
5
Employees
9
Volunteers
8
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

The mission of ASSIST is to officially advocate for and represent applicants with severe disabilities who are eligible for SSI and SSD benefits. ASSIST guides clients through all levels of the Federal Administrative claims review process. ASSIST is a revenue-generating service for its clients and a key element in the fight to end homelessness. ASSIST's services, both guiding clients through the application process and educating other service providers on the process, benefit clients and the community.

Form 990, Part III, Line 1

The mission of ASSIST is to officially advocate for and represent applicants with severe disabilities who are eligible for SSI and SSD benefits. ASSIST guides clients through all levels of the Federal Administrative claims review process. ASSIST is a revenue-generating service for its clients and a key element in the fight to end homelessness. ASSIST's services, both guiding clients through the application process and educating other service providers on the process, benefit clients and the community.

Form 990, Part III, Line 4A

In 2019 ASSIST continued to increase new revenue streams through grants and governmental contracts to be able to grow our operations to serve more people with disabilities in the Portland metropolitan area. Many grant requests were made following a robust grants calendar throughout the year. We enrolled 84 New clients into the program. These severely disabled clients were helped to file Social Security Disability benefits (SSD) and Supplemental Security Income benefits (SSI) applications. We successfully completed 64 cases for our clients. By the end of the year we had 85 open cases still in progress. Over 70% of all community referrals to ASSIST are for Washington County residents. Additional training sessions and introductory events were conducted for Washington County service providers partners to strengthen the understanding of ASSIST's work and expand our referral base. Special outreach to organizations that serve people of color have also happened throughout the year. Casework Revenue totaled $186,664. Cash Donation and Fundraising totaled $26,145. We continued to increase agency reserves to facilitate at least three months of expenses. 20% of ASSIST's clients are people of color. Emphasis in the coming year will be to serve more people of color as Washington County is one of the most diverse counties in Oregon.

Financial Statement Notes

Schedule D, Part X, Line 1

4th Quarter 2018 OR Payroll Taxes

Raw XML AppendixShowing 400 of 494 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.

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IRS990/PYTotalExpensesAmt0254949
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0186703
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032525
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053547
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06600
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0180714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0126863
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OR Payroll Tax Liabilities
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt04th Quarter 2018 OR Payroll Taxes
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The mission of ASSIST is to officially advocate for and represent applicants with severe disabilities who are eligible for SSI and SSD benefits. ASSIST guides clients through all levels of the Federal Administrative claims review process. ASSIST is a revenue-generating service for its clients and a key element in the fight to end homelessness. ASSIST's services, both guiding clients through the application process and educating other service providers on the process, benefit clients and the community.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The mission of ASSIST is to officially advocate for and represent applicants with severe disabilities who are eligible for SSI and SSD benefits. ASSIST guides clients through all levels of the Federal Administrative claims review process. ASSIST is a revenue-generating service for its clients and a key element in the fight to end homelessness. ASSIST's services, both guiding clients through the application process and educating other service providers on the process, benefit clients and the community.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2In 2019 ASSIST continued to increase new revenue streams through grants and governmental contracts to be able to grow our operations to serve more people with disabilities in the Portland metropolitan area. Many grant requests were made following a robust grants calendar throughout the year. We enrolled 84 New clients into the program. These severely disabled clients were helped to file Social Security Disability benefits (SSD) and Supplemental Security Income benefits (SSI) applications. We successfully completed 64 cases for our clients. By the end of the year we had 85 open cases still in progress. Over 70% of all community referrals to ASSIST are for Washington County residents. Additional training sessions and introductory events were conducted for Washington County service providers partners to strengthen the understanding of ASSIST's work and expand our referral base. Special outreach to organizations that serve people of color have also happened throughout the year. Casework Revenue totaled $186,664. Cash Donation and Fundraising totaled $26,145. We continued to increase agency reserves to facilitate at least three months of expenses. 20% of ASSIST's clients are people of color. Emphasis in the coming year will be to serve more people of color as Washington County is one of the most diverse counties in Oregon.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board Member Glenna Hayes is the Aunt of the Executive Director's Husband.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is reviewed by the Executive Director and Board of Directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization requires annual review and renewal acceptance of the policy by the members of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6When determining compensation, the board meets and votes in absence of the Executive Director.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.28$0.05$4.22$6.41$5.12$1.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.12$2.93$6.70$6.48$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.03$2.71$5.92$5.48$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.05$2.28$5.79$4.99$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.02$1.48$4.29$3.93$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.09$1.12$4.16$3.66$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$2.83$2.75$0.08
2018Summary only. Only limited summary data is available for this year.$0.52$0.03$0.55$2.62$2.55$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.04$0.48$2.43$2.18$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.02$0.23$1.45$1.25$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.06$0.04$1.09$1.02$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.12$0.05$1.15$1.19$0.05