Civic Intelligence

Pacific Diversified Services Inc

990 • Fiscal year 2016 • EIN 68-0333552

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

Organization Profilewww.pdsmarin.org
223 San Anselmo AveSan Anselmo, CA 94960

(415) 459-6510

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$80,712

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

1st percentile

-99%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-5.6%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$839

Down $149,784 (-99%) from 2015

Net Assets

Down

$839

Down $99,347 (-99%) from 2015

Liabilities

Down

$0

Down $50,437 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin44th percentile

Revenue

Down

$753,439

Down $44,620 (-5.6%) from 2015

Expenses

Down

$746,939

Down $43,412 (-5.5%) from 2015

Net Income

Down

$6,500

Down $1,208 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$200K$150K$100K$50K$0Assets 2011: $136,248Liabilities 2011: $42,464Net Assets 2011: $93,7842011Assets 2012: $147,749Liabilities 2012: $54,052Net Assets 2012: $93,6972012Assets 2013: $123,762Liabilities 2013: $33,627Net Assets 2013: $90,1352013Assets 2014: $130,840Liabilities 2014: $37,848Net Assets 2014: $92,9922014Assets 2015: $150,623Liabilities 2015: $50,437Net Assets 2015: $100,1862015Assets 2016: $839Liabilities 2016: $0Net Assets 2016: $8392016Assets 2018: $1,017Net Assets 2018: $1,0172018Assets 2019: $1,099Net Assets 2019: $1,0992019Assets 2020: $1,101Net Assets 2020: $1,1012020Assets 2021: $1,102Net Assets 2021: $1,1022021

Highlighted filing

2016

Assets$839
Liabilities$0
Net Assets$839
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $748,263Expenses 2011: $742,339Net Income 2011: $5,9242011Revenue 2012: $713,427Expenses 2012: $713,514Net Income 2012: -$872012Revenue 2013: $707,891Expenses 2013: $711,453Net Income 2013: -$3,5622013Revenue 2014: $767,924Expenses 2014: $765,067Net Income 2014: $2,8572014Revenue 2015: $798,059Expenses 2015: $790,351Net Income 2015: $7,7082015Revenue 2016: $753,439Expenses 2016: $746,939Net Income 2016: $6,5002016Revenue 2018: $50,044Expenses 2018: $50,022Net Income 2018: $222018Revenue 2019: $822019Revenue 2020: $22020Revenue 2021: $12021

Highlighted filing

2016

Revenue$753,439
Expenses$746,939
Net Income$6,500
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$753,439
Mission and Program Overview

Mission

Community support for Developmentally Disabled Adults, with a main emphasis on helping people to obtain and maintain real jobs in local businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$71,126$0▼ $71,126
Prepaid Expenses and Deferred Charges$4,582$0▼ $4,582
Land, Buildings, and Equipment, Net$4,511$0▼ $4,511
Cash and Non-Interest-Bearing Accounts$66,036$839▼ $65,197
Savings and Temporary Cash Investments-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Other Assets Total$4,368$0▼ $4,368
Total Assets$150,623$839▼ $149,784
Liabilities
Accounts Payable and Accrued Expenses$50,437--
Total Liabilities$50,437$0▼ $50,437
Net Assets / Fund Balance
Unrestricted Net Assets$100,186$839▼ $99,347
Total Net Assets Fund Balance$100,186$839▼ $99,347
Total Liabilities and Net Assets / Fund Balance$150,623$839▼ $149,784

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$35,931$35,931
Other Land Buildings-$33,917$33,917
Leasehold Improvements-$4,327$4,327
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa GiraldiExecutive DirectorFT$80,712$80,712

Board Members and Trustees

NameTitle
Charlotte SwettPresident
Alison FalveyBoard Member
Katherine DoeringBoard Member
Robin SloanBoard Member
Sallie HarrisonBoard Member
Gail SollidSecretary
Warren WertheimerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,008
Program Service Revenue
$695,427
Investment Income
$4
Other Revenue
$0
All Other Contributions
$58,008
Change in Net Assets
$6,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$496,938
Other Expenses$250,001
Total Fundraising Expense$3,920
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$358,663$1,960$1,960$362,583
Current Officers, Directors, Trustees, and Key Employees$64,570$16,142-$80,712
Payroll Taxes$36,343$3,410$1,960$41,713
Occupancy$31,692$3,521-$35,213
Office Expenses$26,187$2,962-$29,149
Other Employee Benefits$10,737$1,193-$11,930
All Other Expenses$6,119$1,680-$7,799
Fees for Services Other$6,979$552-$7,531
Fees for Services Accounting$6,418$706-$7,124
Other Expenses$5,827--$5,827
Insurance$3,876$431-$4,307
Depreciation Depletion-$3,479-$3,479
Interest-$619-$619
Total Functional Expenses$706,364$36,655$3,920$746,939
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-
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 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, Line 11B: Form 990 Review Process

“The Form 990 is distributed to Board Members to review prior to its submission.”

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

“The Board of Directors periodically reviews the conflict of interest policy for compliance.”

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

“The PDS Board of Directors decides on the Executive Directors salary based on a comparison of other Executive Director salaries for similarly structured non-profit organizations in the area. There are surveys that are published and distributed to help with this decision making process.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Executive Director or any other Board Members may propose changes to employment compensation. The Board votes to approve such changes.”

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

“www.pdsmarin.org”

Filing and Contact Details

Filer

Filer Name
Pacific Diversified Services
EIN
68-0333552
Phone
4154596510
Address
223 San Anselmo Ave, San Anselmo, CA 94960

Signing Officer

Name
Lisa Giraldi
Title
Executive Director
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Giraldi
Formed
1994
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
22
Volunteers
1

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer of Net Assets = -$105847”

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lisa Giraldi
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1485000
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/Desc1Transportation Serv Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0602249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt193178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0602249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt193178
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt059029
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0216804
IRS990/PYProgramServiceRevenueAmt0739025
IRS990/PYRevenuesLessExpensesAmt07708
IRS990/PYSalariesCompEmpBnftPaidAmt0573547
IRS990/PYTotalExpensesAmt0790351
IRS990/PYTotalRevenueAmt0798059
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06500
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0695431
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0342359
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0342359
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt074570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096101
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0342359
IRS990ScheduleA/TotalSupportAmt0342389
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035931
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035931
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04327
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04327
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033917
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt033917
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Net Assets
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0People with Disabilities Succeed
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-05-20
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0811768753
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0105847
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0Comparative Analysis
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0223 San Anselmo Ave Ste 1
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0San Anselmo
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd094960
IRS990ScheduleN/EmployeeOfSuccessor2Ind0true
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0All Board Members and Officers of Pacific Diversified Services listed on Form 990, Part VII, Section A. have become Board Members and Officers of the newly form organization: People with Disabilities Succeeding.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch N, Part III, Additional Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is distributed to Board Members to review prior to its submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors periodically reviews the conflict of interest policy for compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The PDS Board of Directors decides on the Executive Directors salary based on a comparison of other Executive Director salaries for similarly structured non-profit organizations in the area. There are surveys that are published and distributed to help with this decision making process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Director or any other Board Members may propose changes to employment compensation. The Board votes to approve such changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4www.pdsmarin.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Transfer of Net Assets = -$105847
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 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Pacific Diversified Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0People with Disabilities Succeeding
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0811768753
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support Developmentally Disabled Adults

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$839
Liabilities
$0
Net assets
$839
Revenue
$753,439
Expenses
$746,939
Net income
$6,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.01$0.50$0.50$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$7.53$7.47$0.07
2015Summary only. Only limited summary data is available for this year.$1.51$0.50$1.00$7.98$7.90$0.08
2014Summary only. Only limited summary data is available for this year.$1.31$0.38$0.93$7.68$7.65$0.03
2013Summary only. Only limited summary data is available for this year.$1.24$0.34$0.90$7.08$7.11$0.04
2012Summary only. Only limited summary data is available for this year.$1.48$0.54$0.94$7.13$7.14$0.00
2011Summary only. Only limited summary data is available for this year.$1.36$0.42$0.94$7.48$7.42$0.06