Civic Intelligence

People with Disabilities Succeeding

990 • Fiscal year 2018 • EIN 81-1768753

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

Organization Profilewww.pdsmarin.org

View Organization Page

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

58th percentile

0.14x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$133,961

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

4.3%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$193,953

Up $33,059 (+21%) from 2017

Net Assets

Up

$166,430

Up $55,884 (+51%) from 2017

Liabilities

Down

$27,523

Down $22,825 (-45%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin53rd percentile

Revenue

Up

$1,356,832

Up $56,078 (+4.3%) from 2017

Expenses

Up

$1,300,948

Up $21,176 (+1.7%) from 2017

Net Income

Up

$55,884

Up $34,902 (+166%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.5M$1.0M$500K$0Assets 2016: $148,159Liabilities 2016: $60,945Net Assets 2016: $87,2142016Assets 2017: $160,894Liabilities 2017: $50,348Net Assets 2017: $110,5462017Assets 2018: $193,953Liabilities 2018: $27,523Net Assets 2018: $166,4302018Assets 2019: $181,402Liabilities 2019: $27,951Net Assets 2019: $153,4512019Assets 2020: $387,877Liabilities 2020: $207,761Net Assets 2020: $180,1162020Assets 2021: $446,624Liabilities 2021: $43,451Net Assets 2021: $403,1732021Assets 2022: $293,181Liabilities 2022: $167,220Net Assets 2022: $125,9612022Assets 2023: $1,080,846Liabilities 2023: $520,011Net Assets 2023: $560,8352023Assets 2024: $1,069,255Liabilities 2024: $423,786Net Assets 2024: $645,4692024

Highlighted filing

2018

Assets$193,953
Liabilities$27,523
Net Assets$166,430
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $103,440Expenses 2016: $122,074Net Income 2016: -$18,6342016Revenue 2017: $1,300,754Expenses 2017: $1,279,772Net Income 2017: $20,9822017Revenue 2018: $1,356,832Expenses 2018: $1,300,948Net Income 2018: $55,8842018Revenue 2019: $1,312,137Expenses 2019: $1,323,352Net Income 2019: -$11,2152019Revenue 2020: $1,383,497Expenses 2020: $1,355,971Net Income 2020: $27,5262020Revenue 2021: $1,635,063Expenses 2021: $1,412,006Net Income 2021: $223,0572021Revenue 2022: $1,489,239Expenses 2022: $1,686,695Net Income 2022: -$197,4562022Revenue 2023: $2,400,088Expenses 2023: $1,965,214Net Income 2023: $434,8742023Revenue 2024: $2,178,164Expenses 2024: $2,093,530Net Income 2024: $84,6342024

Highlighted filing

2018

Revenue$1,356,832
Expenses$1,300,948
Net Income$55,884
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
$1,356,832
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$114,583$110,515▼ $4,068
Cash and Non-Interest-Bearing Accounts$35,978$71,322▲ $35,344
Prepaid Expenses and Deferred Charges$901$9,677▲ $8,776
Land, Buildings, and Equipment, Net$5,064$2,439▼ $2,625
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-
Total Assets$160,894$193,953▲ $33,059
Other Assets Total$4,368$0▼ $4,368
Liabilities
Accounts Payable and Accrued Expenses$50,348$14,597▼ $35,751
Unsecured Notes Loans Payable-$12,926-
Total Liabilities$50,348$27,523▼ $22,825
Net Assets / Fund Balance
Unrestricted Net Assets$110,546$166,430▲ $55,884
Total Net Assets Fund Balance$110,546$166,430▲ $55,884
Total Liabilities and Net Assets / Fund Balance$160,894$193,953▲ $33,059

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$22,739$22,739
Equipment$2,439$16,399$18,838
Leasehold Improvements-$5,727$5,727
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa MarkeyExecutive DirectorFT$133,961$133,961

Board Members and Trustees

NameTitle
Katherine DoeringPresident
Alison FalveyBoard Member
Mary MauroBoard Member
Robin SloanBoard Member
Sallie HarrisonBoard Member
Gail SollidSecretary
Warren WertheimerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$85,133
Program Service Revenue
$1,271,661
Investment Income
$38
Other Revenue
$0
All Other Contributions
$85,133
Change in Net Assets
$55,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$959,482
Other Expenses$341,466
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$622,036$109,772-$731,808
Current Officers, Directors, Trustees, and Key Employees$113,867$20,094-$133,961
Payroll Taxes$61,088$10,780-$71,868
Occupancy$42,743$7,542-$50,285
Office Expenses$32,735$5,777-$38,512
Other Employee Benefits$18,568$3,277-$21,845
Fees for Services Accounting$7,005$1,236-$8,241
Other Expenses$5,966$1,053-$7,019
All Other Expenses$4,701$829-$5,530
Insurance$4,446$785-$5,231
Fees for Services Other$3,895$687-$4,582
Depreciation Depletion$2,663$470-$3,133
Interest$1,788$316-$2,104
Total Functional Expenses$1,105,806$195,142$0$1,300,948
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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 PwDS 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
People with Disabilities Succeeding
EIN
81-1768753
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

Organization Details

Principal Officer
Lisa Markey
Formed
2016
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
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0622036
IRS990/OtherSalariesAndWagesGrp/TotalAmt0731808
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010780
IRS990/PayrollTaxesGrp/ProgramServicesAmt061088
IRS990/PayrollTaxesGrp/TotalAmt071868
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0901
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09677
IRS990/PrincipalOfficerNm0Lisa Markey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1485000
IRS990/ProgramServiceRevenueGrp/Desc0Program Services Fees
IRS990/ProgramServiceRevenueGrp/Desc1Transportation Serv Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01098701
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1172960
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01098701
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1172960
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt032385
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0334258
IRS990/PYProgramServiceRevenueAmt01268343
IRS990/PYRevenuesLessExpensesAmt020982
IRS990/PYSalariesCompEmpBnftPaidAmt0945514
IRS990/PYTotalExpensesAmt01279772
IRS990/PYTotalRevenueAmt01300754
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt055884
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01271661
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0117853
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0117853
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032385
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0335
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0117853
IRS990ScheduleA/TotalSupportAmt0117853
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02439
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016399
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018838
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05727
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05727
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022739
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022739
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02439
IRS990/ScheduleJRequiredInd0false
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 PwDS 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/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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Pacific Diversified Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680333552
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Supporting Developmentaly Disabled Adult
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Active
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0223 San Anselmo Ave Ste 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Anselmo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094960
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Pacific Diversified Services
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$193,953
Liabilities
$27,523
Net assets
$166,430
Revenue
$1,356,832
Expenses
$1,300,948
Net income
$55,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.42$0.65$2.18$2.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.52$0.56$2.40$1.97$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.17$0.13$1.49$1.69$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.40$1.64$1.41$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.21$0.18$1.38$1.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.15$1.31$1.32$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.03$0.17$1.36$1.30$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.05$0.11$1.30$1.28$0.02
2016Summary only. Only limited summary data is available for this year.$0.15$0.06$0.09$0.10$0.12$0.02