Civic Intelligence

Assist

990 • Fiscal year 2020 • EIN 46-4080885

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 03, 2021

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

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.02x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$59,792

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

92%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

47%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$121,400

Up $58,125 (+92%) from 2019

Net Assets

Up

$112,314

Up $49,725 (+79%) from 2019

Liabilities

Up

$9,086

Up $8,400 (+1224%) from 2019

Revenue

Up

$415,805

Up $133,053 (+47%) from 2019

Expenses

Up

$366,080

Up $90,923 (+33%) from 2019

Net Income

Up

$49,725

Up $42,130 (+555%) from 2019

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

2020

Assets$121,400
Liabilities$9,086
Net Assets$112,314

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

2020

Revenue$415,805
Expenses$366,080
Net Income$49,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 3, 2021
Return Version
2020v4.0
Gross Receipts
$415,805
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$53,547$99,578▲ $46,031
Cash and Non-Interest-Bearing Accounts$8,262$20,832▲ $12,570
Land, Buildings, and Equipment, Net$1,466$990▼ $476
Total Assets$63,275$121,400▲ $58,125
Liabilities
Other Liabilities$686$9,086▲ $8,400
Total Liabilities$686$9,086▲ $8,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,589$112,314▲ $49,725
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$62,589$112,314▲ $49,725
Total Liabilities and Net Assets / Fund Balance$63,275$121,400▲ $58,125

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$990$1,390$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mellani CalvinExecutive DirectorFT$59,792$59,792

Board Members and Trustees

NameTitle
Brandon HunterDirector at Large
Ken WilmotDirector at Large
Phillip Kennedy-WongDirector at Large
Amy Van HornSecretary
Sherry FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250,371
Program Service Revenue
$165,403
Investment Income
$31
Other Revenue
$0
All Other Contributions
$121,194
Change in Net Assets
$49,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$241,550
Other Expenses$112,505
Total Fundraising Expense$12,252
Professional Fundraising Fees$12,025
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$118,489$34,445-$152,934
Current Officers, Directors, Trustees, and Key Employees$50,823$8,969-$59,792
All Other Expenses$57,436--$57,436
Payroll Taxes$15,231$3,585-$18,816
Occupancy$10,047$2,512-$12,559
Fees for Services Professional Fundraising--$12,025$12,025
Office Expenses$9,084$1,999$227$11,310
Other Employee Benefits$6,921$3,087-$10,008
Travel$4,490$693-$5,183
Information Technology$3,507$814-$4,321
Insurance-$2,224-$2,224
Advertising$1,998--$1,998
Conferences and Meetings$750--$750
Fees for Services Legal-$673-$673
Fees for Services Other$546$117-$663
Depreciation Depletion-$476-$476
Other Expenses$95$0$0$95
Total Functional Expenses$294,234$59,594$12,252$366,080
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$12,025
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
US Bank Credit Card$8,438
OR Payroll Tax Liabilities$648
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 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 of Directors meets and votes in absence of the Executive Director.

Form 990, Part VI, Section C, Line 18

The organization Forms 990 are 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 office

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
2021-09-03

Organization Details

Principal Officer
Mellani Calvin
Formed
2013
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
5
Employees
8
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 2020 during Covid 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 85 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 62 cases for our clients. By the end of the year, we had 94 open cases still in progress. Over 86% 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 $165,403. Cash Donation totaled $13,099. We continued to increase agency reserves to facilitate at least three months of expenses. 40% 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.

Form 990, Part IX, Line 24E

The amount of $57,436 under Other Expenses was the amount given to ASSIST from the State of Oregon Health Authority Grant (OHA) funded through the US Federal Government (CARES). Under the grant agreement from OHA, ASSIST is classified as a Subrecipient of this grant. $57,436 was given out to our clients for Covid-19 related expenses. No one individual (client) received more then $3,500.00.

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt099578
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt098117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0508080
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0165403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0186664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0163873
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0180714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0126863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0823517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110
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IRS990ScheduleA/InvestmentIncomePYPct00.0001
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0230634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0144829
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0415805
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0230642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0144830
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0990
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01390
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02380
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18438
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OR Payroll Tax Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1US Bank Credit Card
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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 2020 during Covid 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 85 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 62 cases for our clients. By the end of the year, we had 94 open cases still in progress. Over 86% 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 $165,403. Cash Donation totaled $13,099. We continued to increase agency reserves to facilitate at least three months of expenses. 40% 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/ExplanationTxt3The 990 is reviewed by the Executive Director and Board of Directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization requires annual review and renewal acceptance of the policy by the members of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5When determining compensation, the Board of Directors meets and votes in absence of the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization Forms 990 are available online at Guidestar, for viewing at the Portland, Oregon office or by written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Forms are available for viewing at the Portland office
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The amount of $57,436 under Other Expenses was the amount given to ASSIST from the State of Oregon Health Authority Grant (OHA) funded through the US Federal Government (CARES). Under the grant agreement from OHA, ASSIST is classified as a Subrecipient of this grant. $57,436 was given out to our clients for Covid-19 related expenses. No one individual (client) received more then $3,500.00.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt063275
IRS990/TotalAssetsEOYAmt0121400
IRS990/TotalAssetsGrp/BOYAmt063275
IRS990/TotalAssetsGrp/EOYAmt0121400
IRS990/TotalCompGreaterThan150KInd00

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
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.09$1.12$4.16$3.66$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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