Civic Intelligence

Options3 Inc

990 • Fiscal year 2013 • EIN 68-0361263

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
466 Jacqueline Drive95405

(707) 525-8996

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

66th percentile

9.8%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

77th percentile

$112,564

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

91st percentile

44%

Faster asset growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

40%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$490,939

Up $149,267 (+44%) from 2012

Net Assets

Up

$480,989

Up $144,715 (+43%) from 2012

Liabilities

Up

$9,950

Up $4,552 (+84%) from 2012

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin66th percentile

Revenue

$1,475,726

No earlier filing loaded for comparison.

Expenses

Up

$1,331,442

Up $274,820 (+26%) from 2012

Net Income

$144,284

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$800K$600K$400K$200K$0Assets 2011: $240,204Liabilities 2011: $32,778Net Assets 2011: $207,4262011Assets 2012: $341,672Liabilities 2012: $5,398Net Assets 2012: $336,2742012Assets 2013: $490,939Liabilities 2013: $9,950Net Assets 2013: $480,9892013Assets 2014: $563,426Liabilities 2014: $55,467Net Assets 2014: $507,9592014Assets 2015: $678,484Liabilities 2015: $50,758Net Assets 2015: $627,7262015Assets 2016: $148,821Liabilities 2016: $6,114Net Assets 2016: $142,7072016Assets 2017: $104,725Liabilities 2017: $0Net Assets 2017: $104,7252017Assets 2018: $99,807Net Assets 2018: $99,8072018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$490,939
Liabilities$9,950
Net Assets$480,989
Open 2013 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $752,771Expenses 2011: $674,830Net Income 2011: $77,9412011Expenses 2012: $1,056,6222012Revenue 2013: $1,475,726Expenses 2013: $1,331,442Net Income 2013: $144,2842013Revenue 2014: $1,513,832Expenses 2014: $1,463,521Net Income 2014: $50,3112014Revenue 2015: $1,584,313Expenses 2015: $1,556,676Net Income 2015: $27,6372015Revenue 2016: $710,018Expenses 2016: $1,192,879Net Income 2016: -$482,8612016Revenue 2017: $21,068Expenses 2017: $59,050Net Income 2017: -$37,9822017Revenue 2018: $674Expenses 2018: $5,592Net Income 2018: -$4,9182018Revenue 2019: $10Expenses 2019: $79,903Net Income 2019: -$79,8932019

Highlighted filing

2013

Revenue$1,475,726
Expenses$1,331,442
Net Income$144,284
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$1,475,726
Mission and Program Overview

Mission

Charitable and educational

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$279,063$437,701▲ $158,638
Prepaid Expenses and Deferred Charges$42,558$31,512▼ $11,046
Land, Buildings, and Equipment, Net$20,051$21,726▲ $1,675
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Total Assets$341,672$490,939▲ $149,267
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,398$9,950▲ $4,552
Total Liabilities$5,398$9,950▲ $4,552
Net Assets / Fund Balance
Unrestricted Net Assets$336,274$480,989▲ $144,715
Total Net Assets Fund Balance$336,274$480,989▲ $144,715
Total Liabilities and Net Assets / Fund Balance$341,672$490,939▲ $149,267

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,761$13,719$22,480
Leasehold Improvements$10,286$4,931$15,217
Equipment$2,679$321$3,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia SaundersOperations ManagerFT$112,564$112,564
Laura SaundersDirectorFT$78,100$78,100
John SheaPresident & CEO-$497$497
Larissa BaityDirector-$92$92

Board Members and Trustees

NameTitle
David PhillipsDirector
Deborah PhillipsDirector
Kelly GreenwoodDirector
Kelly RiosDirector
Nadine CloudtDirector
Iris CloudtSecretary
Roger W PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,091
Program Service Revenue
$1,470,624
Investment Income
$11
Other Revenue
$0
All Other Contributions
$5,091
Change in Net Assets
$144,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$943,604
Other Expenses$387,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$669,943--$669,943
Other Employee Benefits$126,792--$126,792
Occupancy$116,179--$116,179
Current Officers, Directors, Trustees, and Key Employees$58,575$20,114-$78,689
Insurance$69,751--$69,751
Payroll Taxes$68,180--$68,180
Travel$58,879--$58,879
Fees for Services Accounting-$15,190-$15,190
All Other Expenses$13,865--$13,865
Office Expenses-$5,783-$5,783
Other Expenses$4,600--$4,600
Depreciation Depletion$2,504--$2,504
Total Functional Expenses$1,290,355$41,087$0$1,331,442
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
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“John Shea, President and CEO of Options3, is married to Patty Saunders (a key employee) of Options3. Patty Saunders works directly (Direct Services) with clients served by Options3 for pay.Roger Phillips, Treasurer of Options3 is married to Deborah Phillips, a director, and has a son David Phillips, who is also a director.Nadine Cloudt, a director, is a sister to Iris Cloudt, who is the secretary.Laura Saunders, a director, has a daughter, Kelly Greenwood, who is also a director.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
68-0361263
Phone
7075258996

Signing Officer

Name
Roger W Phillips
Title
Treasurer
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
62

Preparer

Preparer
Brian I Gilpin CPA
Phone
7074484001
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“PRIOR YEAR RE ADJ = $431”

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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042558
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031512
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0NAPA TRAILS
IRS990/ProgramServiceRevenueGrp/Desc1NAPA VALLE6Y SUPPORT SERV
IRS990/ProgramServiceRevenueGrp/Desc2NORTH BAY REGIONAL CENTER
IRS990/ProgramServiceRevenueGrp/Desc3REGIONAL EAST BAY CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114089
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21429449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt317066
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114089
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21429449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317066
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE EDUCATIONAL INFORMATION TO THE GENERAL PUBLIC ON SUPPORTED LIVING FOR ADULTS WITH SIGNIFICANT DEVELOPMENTAL DISABILITIES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03949
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0381722
IRS990/PYProgramServiceRevenueAmt01181506
IRS990/PYRevenuesLessExpensesAmt0128848
IRS990/PYSalariesCompEmpBnftPaidAmt0674900
IRS990/PYTotalExpensesAmt01056622
IRS990/PYTotalRevenueAmt01185470
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0144284
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01475726
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012989
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt012989
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05091
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03949
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012989
IRS990ScheduleA/TotalSupportAmt012989
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02679
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0321
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010286
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04931
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015217
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08761
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013719
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021726
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0John Shea, President and CEO of Options3, is married to Patty Saunders (a key employee) of Options3. Patty Saunders works directly (Direct Services) with clients served by Options3 for pay.Roger Phillips, Treasurer of Options3 is married to Deborah Phillips, a director, and has a son David Phillips, who is also a director.Nadine Cloudt, a director, is a sister to Iris Cloudt, who is the secretary.Laura Saunders, a director, has a daughter, Kelly Greenwood, who is also a director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR RE ADJ = $431
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0341672
IRS990/TotalAssetsEOYAmt0490939
IRS990/TotalAssetsGrp/BOYAmt0341672
IRS990/TotalAssetsGrp/EOYAmt0490939
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05091
IRS990/TotalEmployeeCnt062
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041087
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01290355
IRS990/TotalFunctionalExpensesGrp/TotalAmt01331442
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05398
IRS990/TotalLiabilitiesEOYAmt09950
IRS990/TotalLiabilitiesGrp/BOYAmt05398
IRS990/TotalLiabilitiesGrp/EOYAmt09950
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0336274
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0480989
IRS990/TotalProgramServiceExpensesAmt01290355
IRS990/TotalProgramServiceRevenueAmt01470624
IRS990/TotalReportableCompFromOrgAmt0191253
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01470635
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01475726
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0341672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0490939
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt058879
IRS990/TravelGrp/TotalAmt058879
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$490,939
Liabilities
$9,950
Net assets
$480,989
Revenue
$1,475,726
Expenses
$1,331,442
Net income
$144,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.08$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.00$0.01$0.00
2017Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.02$0.06$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.01$0.14$0.71$1.19$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.05$0.63$1.58$1.56$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.06$0.51$1.51$1.46$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$1.48$1.33$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.01$0.34$1.06
2011Summary only. Only limited summary data is available for this year.$0.24$0.03$0.21$0.75$0.67$0.08