Civic Intelligence

People with Disabilities Succeeding

990 • Fiscal year 2022 • EIN 81-1768753

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 17, 2023

Organization Profilewww.pdsmarin.org

View Organization Page

223 San Anselmo Ave 1San Anselmo, CA 94960

(415) 459-6510

Siviq Scores

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

Liabilities / Assets

86th percentile

0.57x

Higher debt load relative to assets than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$158,848

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

3rd percentile

-34%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-8.9%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$293,181

Down $153,443 (-34%) from 2021

Net Assets

Down

$125,961

Down $277,212 (-69%) from 2021

Liabilities

Up

$167,220

Up $123,769 (+285%) from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin18th percentile

Revenue

Down

$1,489,239

Down $145,824 (-8.9%) from 2021

Expenses

Up

$1,686,695

Up $274,689 (+19%) from 2021

Net Income

Down

-$197,456

Down $420,513 (-189%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2022

Assets$293,181
Liabilities$167,220
Net Assets$125,961
Open 2022 Filing

Operations Trend

Revenue Growth28th 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

2022

Revenue$1,489,239
Expenses$1,686,695
Net Income-$197,456
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 17, 2023
Return Version
2021v4.1
Gross Receipts
$1,489,239
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$110,857$117,412▲ $6,555
Cash and Non-Interest-Bearing Accounts$278,479$111,436▼ $167,043
Land, Buildings, and Equipment, Net$36,651$53,637▲ $16,986
Prepaid Expenses and Deferred Charges$20,637$10,696▼ $9,941
Total Assets$446,624$293,181▼ $153,443
Liabilities
Accounts Payable and Accrued Expenses$43,451$167,220▲ $123,769
Total Liabilities$43,451$167,220▲ $123,769
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$403,173$125,961▼ $277,212
Total Net Assets Fund Balance$403,173$125,961▼ $277,212
Total Liabilities and Net Assets / Fund Balance$446,624$293,181▼ $153,443

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,603$6,938-
Leasehold Improvements$34,034$12,045-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa MarkeyExecutive DirectorFT$144,475$14,373$158,848

Board Members and Trustees

NameTitle
Katherine DoeringPresident
Brian LyngBoard Member
Denise BelangerBoard Member
Mary MauroBoard Member
Robin SloanBoard Member
Gail SollidSecretary
Catherine VarnauTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,353
Program Service Revenue
$1,369,865
Investment Income
$21
Other Revenue
$0
All Other Contributions
$119,353
Change in Net Assets
$-197,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,211,493
Other Expenses$475,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$920,962$41,521$0$962,483
Current Officers, Directors, Trustees, and Key Employees$138,243$6,232$0$144,475
Other Expenses$85,400$0$0$85,400
Payroll Taxes$75,064$3,127$0$78,191
Occupancy$56,138$9,565$0$65,703
Other Employee Benefits$23,709$2,635$0$26,344
Fees for Services Accounting$12,525$3,855$0$16,380
Office Expenses$9,193$2,855$0$12,048
Insurance$6,923$2,481$0$9,404
Depreciation Depletion$7,282$810$0$8,092
All Other Expenses$4,976$1,244$0$6,220
Interest$0$4,615$0$4,615
Fees for Services Other$2,512$773$0$3,285
Fees for Services Legal$1,663$512$0$2,175
Total Functional Expenses$1,605,057$81,638$0$1,686,695
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
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 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
Filing and Contact Details

Filer

Filer Name
People with Disabilities Succeeding
EIN
81-1768753
Phone
4154596510
Address
223 San Anselmo Ave 1, San Anselmo, CA 94960

Signing Officer

Name
Lisa Markey
Title
Executive Director
Phone
4154596510
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
29
Volunteers
1

Preparer

Firm
Hiep Pham CPA Inc
Address
41041 Trimboli Way 1926, Fremont, CA 94538
Preparer
Hiep Pham
Phone
5107897736
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 is distributed to Board Members to review prior to its submission.”

Pt VI, Line 12C

“The Board of Directors periodically reviews the conflict of interest policy for compliance.”

Pt VI, Line 15A

“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.”

Pt VI, Line 15B

“The Executive Director or any other Board Members may propose changes to employment compensation. The Board votes to approve such changes.”

Pt VI, Line 19

“www.pdsmarin.org”

Financial Statement Notes

Pt X, Line 2

“The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Organization has been determined by the Internal Revenue Service to not be a private foundation within the meaning of Section 509(a) of the Code. The Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organizations financial condition, results of operations or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2022 and June 30, 2021. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 459 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043451
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0167220
IRS990/AccountsReceivableGrp/BOYAmt0110857
IRS990/AccountsReceivableGrp/EOYAmt0117412
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Community support for Developmentally Disabled Adults, with a main emphasis on helping people to obtain and maintain real jobs in local businesses.
IRS990/AllOtherContributionsAmt0119353
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01244
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04976
IRS990/AllOtherExpensesGrp/TotalAmt06220
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Amy Richards
IRS990/BooksInCareOfDetail/PhoneNum04159130854
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010718 NE 89th St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Vancouver
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098662
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0278479
IRS990/CashNonInterestBearingGrp/EOYAmt0111436
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06232
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0138243
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0144475
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0119353
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021
IRS990/CYOtherExpensesAmt0475202
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01369865
IRS990/CYRevenuesLessExpensesAmt0-197456
IRS990/CYSalariesCompEmpBnftPaidAmt01211493
IRS990/CYTotalExpensesAmt01686695
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01489239
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0810
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07282
IRS990/DepreciationDepletionGrp/TotalAmt08092
IRS990/Desc0People with Disabilities Succeeding supports adults with developmental disabilities to lead active lives as productive and accepted members of their community. PwDS creates opportunities for employment and community inclusion by providing job development and job coaching, program supplies, transportation, community-based instruction, self-advocacy and self-defense training, and opportunities to improve fitness and nutrition to adults with developmental disabilities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt029
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01605057
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03855
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012525
IRS990/FeesForServicesAccountingGrp/TotalAmt016380
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0512
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01663
IRS990/FeesForServicesLegalGrp/TotalAmt02175
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0773
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02512
IRS990/FeesForServicesOtherGrp/TotalAmt03285
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt014373
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Lisa Markey
IRS990/Form990PartVIISectionAGrp/PersonNm1Katherine Doering
IRS990/Form990PartVIISectionAGrp/PersonNm2Gail Sollid
IRS990/Form990PartVIISectionAGrp/PersonNm3Catherine Varnau
IRS990/Form990PartVIISectionAGrp/PersonNm4Denise Belanger
IRS990/Form990PartVIISectionAGrp/PersonNm5Brian Lyng
IRS990/Form990PartVIISectionAGrp/PersonNm6Mary Mauro
IRS990/Form990PartVIISectionAGrp/PersonNm7Robin Sloan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0144475
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01489239
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02481
IRS990/InsuranceGrp/ProgramServicesAmt06923
IRS990/InsuranceGrp/TotalAmt09404
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt04615
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt04615
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018983
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036651
IRS990/LandBldgEquipBasisNetGrp/EOYAmt053637
IRS990/LandBldgEquipCostOrOtherBssAmt072620
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Community support for Developmentally Disabled Adults, with a main emphasis on helping people to obtain and maintain real jobs in local businesses.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0403173
IRS990/NetAssetsOrFundBalancesEOYAmt0125961
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0403173
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0125961
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09565
IRS990/OccupancyGrp/ProgramServicesAmt056138
IRS990/OccupancyGrp/TotalAmt065703
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02855
IRS990/OfficeExpensesGrp/ProgramServicesAmt09193
IRS990/OfficeExpensesGrp/TotalAmt012048
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02635
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023709
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026344
IRS990/OtherExpensesGrp/Desc0Community Based Instruction
IRS990/OtherExpensesGrp/Desc1Client Mobility - Auto Expenses
IRS990/OtherExpensesGrp/Desc2Program Communications
IRS990/OtherExpensesGrp/Desc3Staff Training and Stipends
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21413
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0145192
IRS990/OtherExpensesGrp/ProgramServicesAmt182876
IRS990/OtherExpensesGrp/ProgramServicesAmt232399
IRS990/OtherExpensesGrp/ProgramServicesAmt385400
IRS990/OtherExpensesGrp/TotalAmt0145192
IRS990/OtherExpensesGrp/TotalAmt182876
IRS990/OtherExpensesGrp/TotalAmt233812
IRS990/OtherExpensesGrp/TotalAmt385400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041521
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0920962
IRS990/OtherSalariesAndWagesGrp/TotalAmt0962483
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03127
IRS990/PayrollTaxesGrp/ProgramServicesAmt075064
IRS990/PayrollTaxesGrp/TotalAmt078191
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020637
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010696
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Lisa Markey
IRS990/PriorPeriodAdjustmentsAmt0-79756
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01369865
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0253919
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt033
IRS990/PYOtherExpensesAmt0392238
IRS990/PYProgramServiceRevenueAmt01381111
IRS990/PYRevenuesLessExpensesAmt0223057
IRS990/PYSalariesCompEmpBnftPaidAmt01019768
IRS990/PYTotalExpensesAmt01412006
IRS990/PYTotalRevenueAmt01635063
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-197456
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01369865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0253919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0548139
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0548139
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0253919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085133
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0548139
IRS990ScheduleA/TotalSupportAmt0548160
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt019603
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06938
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt026541
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt034034
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012045
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt046079
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Organization has been determined by the Internal Revenue Service to not be a private foundation within the meaning of Section 509(a) of the Code. The Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organizations financial condition, results of operations or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2022 and June 30, 2021. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053637
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/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
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 Developmentally 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
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0446624
IRS990/TotalAssetsEOYAmt0293181
IRS990/TotalAssetsGrp/BOYAmt0446624
IRS990/TotalAssetsGrp/EOYAmt0293181
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0119353
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01605057
IRS990/TotalFunctionalExpensesGrp/TotalAmt01686695
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043451
IRS990/TotalLiabilitiesEOYAmt0167220
IRS990/TotalLiabilitiesGrp/BOYAmt043451
IRS990/TotalLiabilitiesGrp/EOYAmt0167220
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0403173

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,181
Liabilities
$167,220
Net assets
$125,961
Revenue
$1,489,239
Expenses
$1,686,695
Net income
-$197,456
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