Civic Intelligence

People with Disabilities Succeeding

990 • Fiscal year 2021 • EIN 81-1768753

Jul 01, 2020 to Jun 30, 2021 • Filed on May 06, 2022

Organization Profilewww.pdsmarin.org

View Organization Page

1512 Fifth AveSan Rafael, CA 94901

(415) 459-6510

Siviq Scores

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

Liabilities / Assets

55th percentile

0.10x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.03x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

52nd percentile

14%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$144,114

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

18%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$446,624

Up $58,747 (+15%) from 2020

Net Assets

Up

$403,173

Up $223,057 (+124%) from 2020

Liabilities

Down

$43,451

Down $164,310 (-79%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin52nd percentile

Revenue

Up

$1,635,063

Up $251,566 (+18%) from 2020

Expenses

Up

$1,412,006

Up $56,035 (+4.1%) from 2020

Net Income

Up

$223,057

Up $195,531 (+710%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$446,624
Liabilities$43,451
Net Assets$403,173
Open 2021 Filing

Operations Trend

Revenue Growth56th 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

2021

Revenue$1,635,063
Expenses$1,412,006
Net Income$223,057
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 6, 2022
Return Version
2020v4.0
Gross Receipts
$1,635,063
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
Cash and Non-Interest-Bearing Accounts$254,064$278,479▲ $24,415
Accounts Receivable$121,921$110,857▼ $11,064
Land, Buildings, and Equipment, Net$4,463$36,651▲ $32,188
Prepaid Expenses and Deferred Charges$7,429$20,637▲ $13,208
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$387,877$446,624▲ $58,747
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$195,310--
Accounts Payable and Accrued Expenses$12,451$43,451▲ $31,000
Total Liabilities$207,761$43,451▼ $164,310
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$180,116$403,173▲ $223,057
Total Net Assets Fund Balance$180,116$403,173▲ $223,057
Total Liabilities and Net Assets / Fund Balance$387,877$446,624▲ $58,747

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,974$26,791$42,765
Other Land Buildings$12,265$19,254$31,519
Leasehold Improvements$8,412$8,179$16,591
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa MarkeyExecutive DirectorFT$142,820$1,294$144,114

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$253,919
Program Service Revenue
$1,381,111
Investment Income
$33
Other Revenue
$0
All Other Contributions
$63,191
Change in Net Assets
$223,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,019,768
Other Expenses$392,238
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$750,584$35,865-$786,449
Current Officers, Directors, Trustees, and Key Employees$137,542$6,572-$144,114
Payroll Taxes$65,282$3,819-$69,101
Occupancy$50,585$6,965-$57,550
All Other Expenses$35,598--$35,598
Other Expenses$30,341$2,773-$33,114
Other Employee Benefits$18,280$1,824-$20,104
Fees for Services Other$15,754$389-$16,143
Fees for Services Accounting$7,117$2,589-$9,706
Office Expenses$6,954$1,737-$8,691
Insurance$5,357$2,463-$7,820
Advertising$4,034$1,008-$5,042
Depreciation Depletion$4,448$494-$4,942
Interest-$1,523-$1,523
Fees for Services Legal$300--$300
Total Functional Expenses$1,334,740$77,266$0$1,412,006
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
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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
1512 Fifth Ave, San Rafael, CA 94901

Signing Officer

Name
Lisa Markey
Title
Executive Director
Signed
2022-05-06
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
27

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/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03819
IRS990/PayrollTaxesGrp/ProgramServicesAmt065282
IRS990/PayrollTaxesGrp/TotalAmt069101
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07429
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020637
IRS990/PrincipalOfficerNm0Lisa Markey
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1485000
IRS990/ProgramServiceRevenueGrp/Desc0Program Services Fees
IRS990/ProgramServiceRevenueGrp/Desc1Transportation Serv Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01201033
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1180078
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01201033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1180078
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042
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IRS990/PYRevenuesLessExpensesAmt027526
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IRS990/PYTotalExpensesAmt01355971
IRS990/PYTotalRevenueAmt01383497
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IRS990/ReconcilationRevenueExpnssAmt0223057
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01381111
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0253919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032385
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0253919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt085133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032385
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0461171
IRS990ScheduleA/TotalSupportAmt0461171
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt015974
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026791
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042765
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08412
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08179
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016591
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012265
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019254
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031519
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036651
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
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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/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,624
Liabilities
$43,451
Net assets
$403,173
Revenue
$1,635,063
Expenses
$1,412,006
Net income
$223,057
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