Civic Intelligence

Pacific Diversified Services Inc

990EZ • Fiscal year 2018 • EIN 68-0333552

Jul 01, 2017 to Jun 30, 2018 • Filed on May 07, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,017

Up $178 (+21%) from 2016

Net Assets

Up

$1,017

Up $178 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin42nd percentile

Revenue

Down

$50,044

Down $703,395 (-93%) from 2016

Expenses

Down

$50,022

Down $696,917 (-93%) from 2016

Net Income

Down

$22

Down $6,478 (-100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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: $1,017Liabilities 2018: $0Net 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

2018

Assets$1,017
Liabilities$0
Net Assets$1,017
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$50,044
Expenses$50,022
Net Income$22
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 7, 2019
Return Version
2017v2.2
Gross Receipts
$50,044
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.

Program Services

DescriptionGrantsExpenses
Pacific Diversified Services supports adults with developmental disabilities to lead active lives as productive and accepted members of their community. PDS creates opportunities for employment and community inclusion by providing job development and job coaching, program supplies, transportation, community-based instruction, self-advocacy and self-defense training, and opportunities to improve fitness and nutrition to adults with developmental disabilities.$50,019-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary MauroBoard Member-$0--
Gail SollidSecretary-$0--
Warren WertheimerTreasurer-$0--
Katherine DoeringPresident-$0--
Alison FalveyBoard Member-$0--
Robin SloanBoard Member-$0--
Sallie HarrisonBoard Member-$0--
Lisa MarkeyExecutive DirectorFT$0--
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 Markey
Title
Executive Director
Signed
2019-05-07
Discuss with paid preparer
Yes

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 Expenses.1002

“Office Expenses $22”

Other Expenses.1

“PwDS Program Expense $50000”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Richards
IRS990EZ/BooksInCareOfDetail/PhoneNum04159130854
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08701 NE 54th St M13
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098662
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0995
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01017
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0995
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01017
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt050044
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01017
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mary Mauro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gail Sollid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Warren Wertheimer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katherine Doering
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alison Falvey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robin Sloan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sallie Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lisa Markey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community support for Developmentally Disabled Adults, with a main emphasis on helping people to obtain and maintain real jobs in local businesses.
IRS990EZ/ProgramServiceRevenueAmt050044
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Pacific Diversified Services supports adults with developmental disabilities to lead active lives as productive and accepted members of their community. PDS creates opportunities for employment and community inclusion by providing job development and job coaching, program supplies, transportation, community-based instruction, self-advocacy and self-defense training, and opportunities to improve fitness and nutrition to adults with developmental disabilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050022
IRS990EZ/TotalProgramServiceExpensesAmt050019
IRS990EZ/TotalRevenueAmt050044
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pdsmarin.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0224371
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0224371
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054652
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0224371
IRS990ScheduleA/TotalSupportAmt0224380
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PwDS Program Expense $50000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Markey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pacific Diversified Services
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0680333552
ReturnHeader/Filer/PhoneNum04154596510
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 San Anselmo Ave
ReturnHeader/Filer/USAddress/CityNm0San Anselmo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094960
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201398210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R J Ricciardi Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 Fifth Avenue Suite 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901
ReturnHeader/PreparerPersonGrp/PhoneNum04154571215
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hiep Pham
ReturnHeader/ReturnTs02019-05-07T10:26:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,017
Liabilities
$0
Net assets
$1,017
Revenue
$50,044
Expenses
$50,022
Net income
$22
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
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$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