Civic Intelligence

Peer Wellness and Work Initiative

EIN 47-1248900 • 501(c)3 • Happy Valley, OR

Profile

MENTAL HEALTH OUTREACH

13913 SE Hampshire CTHappy Valley, OR 97086
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

7.5%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

101%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$12,562

Up $6,307 (+101%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$12,562

Up $6,307 (+101%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin60th percentile

Revenue

Up

$83,779

Up $10,052 (+14%) from 2016

Expenses

Up

$77,472

Up $9,744 (+14%) from 2016

Net Income

Up

$6,307

Up $308 (+5.1%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2016: $6,255Liabilities 2016: $0Net Assets 2016: $6,2552016Assets 2017: $12,562Liabilities 2017: $0Net Assets 2017: $12,5622017

Highlighted filing

2017

Assets$12,562
Liabilities$0
Net Assets$12,562
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2016: $73,727Expenses 2016: $67,728Net Income 2016: $5,9992016Revenue 2017: $83,779Expenses 2017: $77,472Net Income 2017: $6,3072017

Highlighted filing

2017

Revenue$83,779
Expenses$77,472
Net Income$6,307
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,562
Liabilities
$0
Net assets
$12,562
Revenue
$83,779
Expenses
$77,472
Net income
$6,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$83.8$77.5$6.31
2016Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$73.7$67.7$6.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$83,779
Mission and Program Overview

Mission

MENTAL HEALTH OUTREACH

Program Services

DescriptionGrantsExpenses
CONDUCTED FOUR 12 WEEK STAND UP FOR MENTAL HEALTH TRAINING COURSES$62,483$62,483
CONDUCTED TWO SHATTERING MENTAL HEALTH STIGMA CONFERENCES$21,296$21,296
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MOWRYPresidentPT$12,000-$12,000
JEFFREY CATONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Peer Wellness and Work Initiative
EIN
47-1248900
Address
13913 SE HAMPSHIRE CT, HAPPY VALLEY, OR 97086

Signing Officer

Name
Jeffrey Caton
Title
President
Signed
2017-11-11
Discuss with paid preparer
No

Preparer

Firm
Tax Office
Address
13215 SE MILL PLAIN BVD C8-559, Vancouver, WA 98684
Preparer
Jeff Caton
Phone
5037713435
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOR SEC OF STATE 50OFFICER MEETINGS 910SUPPLIES 1,068LINKEDIN ACCT 720BANK FEE 34TRAVEL 76INSURANCE 360ROYALTIES AND SHOW EXPENSES 34,658”

Raw XML Appendix129 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0DAVID MOWRY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0MENTAL HEALTH STIGMA CONFERENCE ORGANIZATION, MANGEMENT, LOGISITCS, PROMOTIONS, AND HOSTING. STAND UP FOR MENTAL HEALTH PEER TRAINING, PROMOTIONS, ORGANIZATION, MANAGEMENT.
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFFREY CATON
IRS990EZ/BooksInCareOfDetail/PhoneNum05033072756
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013913 SE HAMPSHIRE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAPPY VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06255
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012562
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt083779
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06307
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06255
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012562
IRS990EZ/GrossReceiptsAmt083779
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06255
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06255
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012562
IRS990EZ/OccupancyRentUtltsAndMaintAmt05400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID MOWRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY CATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037876
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MENTAL HEALTH OUTREACH
IRS990EZ/PrintingPublicationsPostageAmt0900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED FOUR 12 WEEK STAND UP FOR MENTAL HEALTH TRAINING COURSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONDUCTED TWO SHATTERING MENTAL HEALTH STIGMA CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062483
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121296
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062483
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121296
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030896
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077472
IRS990EZ/TotalProgramServiceExpensesAmt083779
IRS990EZ/TotalRevenueAmt083779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt083779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0171412
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0171412
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt083779
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019841
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0171412
IRS990ScheduleA/TotalSupportAmt0171412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOR SEC OF STATE 50OFFICER MEETINGS 910SUPPLIES 1,068LINKEDIN ACCT 720BANK FEE 34TRAVEL 76INSURANCE 360ROYALTIES AND SHOW EXPENSES 34,658
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY CATON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEER WELLNESS AND WORK INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0PEER
ReturnHeader/Filer/EIN0471248900
ReturnHeader/Filer/USAddress/AddressLine1Txt013913 SE HAMPSHIRE CT
ReturnHeader/Filer/USAddress/CityNm0HAPPY VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097086
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09E87BA46B512B96A09A7F522662981F24C1BA3B6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E87BA46B512B96A09A7F522662981F24C1BA3B6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09338872018135kidkg3u
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.105.162.125
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm022:10:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810574622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013215 SE MILL PLAIN BVD C8-559
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vancouver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098684
ReturnHeader/PreparerPersonGrp/PhoneNum05037713435
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Caton
ReturnHeader/ReturnTs02018-05-15T22:07:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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