Civic Intelligence

Progressive Employment Concepts Inc.

990 • Fiscal year 2019 • EIN 68-0358373

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 15, 2020

6060 Sunrise Vista Drive 1875Citrus Heights, CA 95610-7004

(916) 723-3112

Siviq Scores

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

Liabilities / Assets

71st percentile

0.28x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

7.9%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$587,056

Up $56,379 (+11%) from 2018

Net Assets

Up

$420,937

Up $39,671 (+10%) from 2018

Liabilities

Up

$166,119

Up $16,708 (+11%) from 2018

Revenue

Up

$2,859,840

Up $210,471 (+7.9%) from 2018

Expenses

Up

$2,820,165

Up $161,957 (+6.1%) from 2018

Net Income

Up

$39,675

Up $48,514 (+549%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $374,777Liabilities 2011: $720Net Assets 2011: $374,0572011Assets 2012: $242,303Liabilities 2012: $4,551Net Assets 2012: $237,7522012Assets 2013: $332,407Liabilities 2013: $1,459Net Assets 2013: $330,9482013Assets 2014: $436,330Liabilities 2014: -$434Net Assets 2014: $436,7642014Assets 2015: $495,096Liabilities 2015: $2,178Net Assets 2015: $492,9182015Assets 2016: $652,707Liabilities 2016: $145,318Net Assets 2016: $507,3892016Assets 2017: $545,238Liabilities 2017: $155,133Net Assets 2017: $390,1052017Assets 2018: $530,677Liabilities 2018: $149,411Net Assets 2018: $381,2662018Assets 2019: $587,056Liabilities 2019: $166,119Net Assets 2019: $420,9372019Assets 2020: $1,080,059Liabilities 2020: $607,748Net Assets 2020: $472,3112020Assets 2021: $1,497,160Liabilities 2021: $153,085Net Assets 2021: $1,344,0752021Assets 2022: $1,502,266Liabilities 2022: $169,426Net Assets 2022: $1,332,8402022Assets 2023: $1,616,488Liabilities 2023: $232,724Net Assets 2023: $1,383,7642023

Highlighted filing

2019

Assets$587,056
Liabilities$166,119
Net Assets$420,937

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,211,665Expenses 2011: $2,201,088Net Income 2011: $10,5772011Revenue 2012: $2,089,594Expenses 2012: $2,225,928Net Income 2012: -$136,3342012Revenue 2013: $2,335,268Expenses 2013: $2,242,088Net Income 2013: $93,1802013Revenue 2014: $2,666,259Expenses 2014: $2,560,441Net Income 2014: $105,8182014Revenue 2015: $3,000,979Expenses 2015: $2,944,825Net Income 2015: $56,1542015Revenue 2016: $2,559,970Expenses 2016: $2,639,701Net Income 2016: -$79,7312016Revenue 2017: $2,572,513Expenses 2017: $2,689,797Net Income 2017: -$117,2842017Revenue 2018: $2,649,369Expenses 2018: $2,658,208Net Income 2018: -$8,8392018Revenue 2019: $2,859,840Expenses 2019: $2,820,165Net Income 2019: $39,6752019Revenue 2020: $2,930,814Expenses 2020: $2,879,439Net Income 2020: $51,3752020Revenue 2021: $3,524,241Expenses 2021: $2,652,477Net Income 2021: $871,7642021Revenue 2022: $2,973,268Expenses 2022: $2,984,503Net Income 2022: -$11,2352022Revenue 2023: $3,319,551Expenses 2023: $3,264,886Net Income 2023: $54,6652023

Highlighted filing

2019

Revenue$2,859,840
Expenses$2,820,165
Net Income$39,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 15, 2020
Return Version
2018v3.2
Gross Receipts
$2,859,840
Mission and Program Overview

Mission

We are a social service agency that assists adults with developmental disabilities to find and maintain employment, start and run their own micro-enterprises, volunteer, attend post secondary education and access their community. Services are based on the philosophy that all people have a right and responsibility to be contributing members of their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$282,825$324,754▲ $41,929
Accounts Receivable$225,016$227,647▲ $2,631
Total Assets$530,677$587,056▲ $56,379
Other Assets Total$22,836$34,655▲ $11,819
Liabilities
Other Liabilities$137,033$139,327▲ $2,294
Accounts Payable and Accrued Expenses$12,378$26,792▲ $14,414
Total Liabilities$149,411$166,119▲ $16,708
Net Assets / Fund Balance
Unrestricted Net Assets$381,266$420,937▲ $39,671
Total Net Assets Fund Balance$381,266$420,937▲ $39,671
Total Liabilities and Net Assets / Fund Balance$530,677$587,056▲ $56,379

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$75,018$75,018
Other Land Buildings-$3,277$3,277
Other Assets Org$34,655--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carole WatiloPresident
Cindy IhmBoard Member
Debbie BatesBoard Member
Joann PingreeSecretary
Robert BlackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,221
Program Service Revenue
$2,824,133
Investment Income
$0
Other Revenue
$2,486
All Other Contributions
$33,221
Change in Net Assets
$39,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,859,840
Total Revenue per Audited Statements
$2,859,840
Total Revenue per Form 990
$2,859,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,425,035
Other Expenses$395,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,844,148$195,569-$2,039,717
Payroll Taxes$333,340$51,978-$385,318
Travel$101,097$303-$101,400
Insurance$59,830$14,165-$73,995
Occupancy$64,486$9,254-$73,740
Fees for Services Other$55,988--$55,988
All Other Expenses$8,669$2,988-$11,657
Fees for Services Legal-$9,943-$9,943
Conferences and Meetings$7,612$994-$8,606
Other Expenses$6,496$864-$7,360
Office Expenses$5,214$1,995-$7,209
Advertising$314$3,520-$3,834
Total Functional Expenses$2,512,817$307,348$0$2,820,165

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,820,165
Total Expenses per Audited Statements$2,820,165
Total Expenses per Form 990$2,820,165
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Rob WatiloHusbandSalaryNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$139,327
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Rob watilo carole watilo husband

Form 990, Page 6, Part VI, Line 11B

Board reviewed at quarterly meeting prior to filing

Form 990, Page 6, Part VI, Line 12C

Reviewed quarterly at board meetings

Form 990, Page 6, Part VI, Line 15A

Board reviewed comparable salaries for positions based on experience, education and locations.

Form 990, Page 6, Part VI, Line 15B

Board reviewed comparable salaries for positions based on experience, education & locations.

Form 990, Page 6, Part VI, Line 19

VIA PUBLIC FILING

Filing and Contact Details

Filer

Filer Name
Progressive Employment Conceptsinc
EIN
68-0358373
Phone
9167233112
Address
6060 SUNRISE VISTA DRIVE 1875, CITRUS HEIGHTS, CA 95610-7004

Signing Officer

Name
Carole Watilo
Title
President
Phone
9167233112
Signed
2020-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carole Watilo
Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
82
Volunteers
12

Preparer

Firm
Fechter & Company Cpas
Address
3445 AMERICAN RIVER DRIVE SUITE A, SACRAMENTO, CA 95864-5744
Preparer
Craig R Fechter CPA
Phone
9163335360
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

We are a social service agency that assists adults with developmental disabilities to find and maintain employment, start and run their own micro-enterprises, volunteer, attend post secondary education and access their community. Services are based on the philosophy that all people have a right and responsibility to be contributing members of their community.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROB WATILO CAROLE WATILO HUSBAND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWED AT QUARTERLY MEETING PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED QUARTERLY AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD REVIEWED COMPARABLE SALARIES FOR POSITIONS BASED ON EXPERIENCE, EDUCATION AND LOCATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD REVIEWED COMPARABLE SALARIES FOR POSITIONS BASED ON EXPERIENCE, EDUCATION & LOCATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VIA PUBLIC FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROGRESSIVE EMPLOYMENT CONCEPTSINC
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ReturnHeader/Filer/PhoneNum09167233112
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ReturnHeader/Filer/USAddress/CityNm0CITRUS HEIGHTS
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-01-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:17:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208710580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FECHTER & COMPANY CPAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958645744
ReturnHeader/PreparerPersonGrp/PhoneNum09163335360
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG R FECHTER CPA
ReturnHeader/ReturnTs02020-01-27T10:17:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.62$0.23$1.38$3.32$3.26$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.17$1.33$2.97$2.98$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.15$1.34$3.52$2.65$0.87
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.61$0.47$2.93$2.88$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.17$0.42$2.86$2.82$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.15$0.38$2.65$2.66$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.16$0.39$2.57$2.69$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.15$0.51$2.56$2.64$0.08
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$0.49$3.00$2.94$0.06
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$2.67$2.56$0.11
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$2.34$2.24$0.09
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$2.09$2.23$0.14
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$2.21$2.20$0.01