Civic Intelligence

People with Disabilities Succeeding

990 • Fiscal year 2023 • EIN 81-1768753

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

Organization Profilewww.pdsmarin.org

View Organization Page

1512 5th AveSan Rafael, CA 94901

(415) 459-0270

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.48x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.22x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$179,672

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

98th percentile

269%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,080,846

Up $787,665 (+269%) from 2022

Net Assets

Up

$560,835

Up $434,874 (+345%) from 2022

Liabilities

Up

$520,011

Up $352,791 (+211%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin72nd percentile

Revenue

Up

$2,400,088

Up $910,849 (+61%) from 2022

Expenses

Up

$1,965,214

Up $278,519 (+17%) from 2022

Net Income

Up

$434,874

Up $632,330 (+320%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$1,080,846
Liabilities$520,011
Net Assets$560,835
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$2,400,088
Expenses$1,965,214
Net Income$434,874
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$2,400,088
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$117,412$311,882▲ $194,470
Land, Buildings, and Equipment, Net$53,637$277,463▲ $223,826
Cash and Non-Interest-Bearing Accounts$111,436$168,842▲ $57,406
Prepaid Expenses and Deferred Charges$10,696$23,891▲ $13,195
Total Assets$293,181$1,080,846▲ $787,665
Other Assets Total-$298,768-
Liabilities
Other Liabilities-$285,797-
Accounts Payable and Accrued Expenses$167,220$234,214▲ $66,994
Total Liabilities$167,220$520,011▲ $352,791
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$125,961$560,835▲ $434,874
Total Net Assets Fund Balance$125,961$560,835▲ $434,874
Total Liabilities and Net Assets / Fund Balance$293,181$1,080,846▲ $787,665

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,917$25,162-
Leasehold Improvements$256,546$5,708-
Other Assets Org$298,768--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa MarkeyExecutive DirectorFT$167,572$12,100$179,672
Lisa Markey--$167,572$12,100$179,672

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
$355,886
Program Service Revenue
$2,029,524
Investment Income
$14,474
Other Revenue
$204
All Other Contributions
$355,886
Change in Net Assets
$434,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,400,088
Total Revenue per Audited Statements
$2,400,088
Total Revenue per Form 990
$2,400,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,502,092
Other Expenses$463,122
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,079,703$50,449$0$1,130,152
Current Officers, Directors, Trustees, and Key Employees$134,058$33,514$0$167,572
Payroll Taxes$81,855$20,464$0$102,319
Other Employee Benefits$91,844$10,205$0$102,049
Occupancy$50,224$150$0$50,374
Fees for Services Accounting$26,654$12,664$0$39,318
Depreciation Depletion$10,699$1,189$0$11,888
Insurance$7,600$2,712$0$10,312
Other Expenses$8,921$0$0$8,921
Fees for Services Other$3,094$4,367$0$7,461
Office Expenses$4,817$1,746$0$6,563
All Other Expenses$3,904$1,972$0$5,876
Fees for Services Legal$1,902$0$0$1,902
Total Functional Expenses$1,824,469$140,745$0$1,965,214

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,965,214
Total Expenses per Audited Statements$1,965,214
Total Expenses per Form 990$1,965,214
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$285,797
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
4154590270
Address
1512 5th Ave, San Rafael, CA 94901

Signing Officer

Name
Lisa Markey
Title
Executive Director
Phone
4154590270
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
28
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, 2023. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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.
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010696
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023891
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Lisa Markey
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IRS990/PYTotalRevenueAmt01489239
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IRS990/ReconcilationRevenueExpnssAmt0434874
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RevenueAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0253919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0818892
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045838
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0818892
IRS990ScheduleA/TotalSupportAmt0833387
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt025162
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt046079
IRS990ScheduleD/ExpensesSubtotalAmt01965214
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0298768
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating Lease Right-of-Use Asset
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0285797
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/RevenueSubtotalAmt02400088
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, 2023. 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
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0298768
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IRS990ScheduleD/TotalLiabilityAmt0285797
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lisa Markey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0179672
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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
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IRS990/TotalAssetsEOYAmt01080846
IRS990/TotalAssetsGrp/BOYAmt0293181
IRS990/TotalAssetsGrp/EOYAmt01080846
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0355886

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,080,846
Liabilities
$520,011
Net assets
$560,835
Revenue
$2,400,088
Expenses
$1,965,214
Net income
$434,874
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