Civic Intelligence

Options3 Inc

990EZ • Fiscal year 2018 • EIN 68-0361263

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization ProfileN/A
466 Jacqueline DrSanta Rosa, CA 95405

(707) 525-8996

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

1st percentile

-730%

Higher net margin than 1% 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

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$99,807

Down $4,918 (-4.7%) from 2017

Net Assets

Down

$99,807

Down $4,918 (-4.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$674

Down $20,394 (-97%) from 2017

Expenses

Down

$5,592

Down $53,458 (-91%) from 2017

Net Income

Up

-$4,918

Up $33,064 (+87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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 2018: $99,807Net Assets 2018: $99,8072018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$99,807
Liabilities-
Net Assets$99,807
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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 2018: $674Expenses 2018: $5,592Net Income 2018: -$4,9182018Revenue 2019: $10Expenses 2019: $79,903Net Income 2019: -$79,8932019

Highlighted filing

2018

Revenue$674
Expenses$5,592
Net Income-$4,918
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$674
Mission and Program Overview

Mission

Charitable and educational

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL AND COUNSELING SUPPORT TO FAMILIES OF RESIDENTS.--
PROVIDE EDUCATIONAL INFORMATION TO THE GENERAL PUBLIC ON SUPPORTED LIVING FOR ADULTS WITH SIGNIFICANT DEVELOPMENTAL DISABILITIES.--
PROVIDE OCCASIONAL CHARITABLE DONATIONS TO SUPPORT SOCIAL INTERACTIONS AMONG INDIVIDUALS WITH DISABILITIES.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID PHILLIPSDirector-$0--
DEBORAH PHILLIPSDirector-$0--
IRIS CLOUDTSecretary-$0--
JOHN SHEAPresident-$0--
LARISSA BAITYDirector-$0--
LAURA SAUNDERSDirector-$0--
NADINE CLOUDTDirector-$0--
ROGER W PHILLIPSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Options3 Inc
EIN
68-0361263
Phone
7075258996
Address
466 JACQUELINE DR, SANTA ROSA, CA 95405

Signing Officer

Name
Roger W Phillips
Title
Treasurer
Signed
2019-04-29
Discuss with paid preparer
No

Preparer

Firm
Dennis L Lorette Acctcy Corp
Address
2131 San Pablo Ave, Pinole, CA 94564
Preparer
Dennis L Lorette
Phone
5107418299
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$662”

Other Expenses.1009

“Depreciation $1409”

Other Expenses.1012

“Insurance $2708”

Other Expenses.1

“Contributions $450”

Other Expenses.2

“Bank Charges $25”

Other Assets.1002

“Furniture and Fixtures - Beginning $5380 Furniture and Fixtures - Ending $4976”

Other Assets.1003

“Machinery and Equipment - Beginning $1156 Machinery and Equipment - Ending $591”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROGER PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum07075258996
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0466 JACQUELINE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079893
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4918
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104725
IRS990EZ/Form990TotalAssetsGrp/EOYAmt099807
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0674
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LandAndBuildingsGrp/BOYAmt014787
IRS990EZ/LandAndBuildingsGrp/EOYAmt014347
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104725
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099807
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104725
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099807
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.10
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/PersonNm0DAVID PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IRIS CLOUDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARISSA BAITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NADINE CLOUDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROGER W PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06536
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05567
IRS990EZ/OtherExpensesTotalAmt04592
IRS990EZ/OtherRevenueTotalAmt0662
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL AND COUNSELING SUPPORT TO FAMILIES OF RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL INFORMATION TO THE GENERAL PUBLIC ON SUPPORTED LIVING FOR ADULTS WITH SIGNIFICANT DEVELOPMENTAL DISABILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE OCCASIONAL CHARITABLE DONATIONS TO SUPPORT SOCIAL INTERACTIONS AMONG INDIVIDUALS WITH DISABILITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05592
IRS990EZ/TotalRevenueAmt0674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042109
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt042109
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03634
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042109
IRS990ScheduleA/TotalSupportAmt042109
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $1409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contributions $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Furniture and Fixtures - Beginning $5380 Furniture and Fixtures - Ending $4976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $1156 Machinery and Equipment - Ending $591
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1003
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER W PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIONS3 INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0680361263
ReturnHeader/Filer/PhoneNum07075258996
ReturnHeader/Filer/USAddress/AddressLine1Txt0466 JACQUELINE DR
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680404710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennis L Lorette Acctcy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02131 San Pablo Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pinole
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094564
ReturnHeader/PreparerPersonGrp/PhoneNum05107418299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS L LORETTE
ReturnHeader/ReturnTs02019-05-14T15:09:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$99,807
Liabilities
-
Net assets
$99,807
Revenue
$674
Expenses
$5,592
Net income
-$4,918
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
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