Civic Intelligence

The Dpi Group

990 • Fiscal year 2023 • EIN 83-3120283

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 31, 2024

4950 NE MLK Jr BlvdPortland, OR 97211

(503) 281-1289

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

95th percentile

$320,415

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

82nd percentile

45%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$655,809

Up $655,809 from 2022

Net Assets

Up

$655,809

Up $655,809 from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$4,694,764

Up $1,462,393 (+45%) from 2022

Expenses

Up

$4,038,955

Up $806,584 (+25%) from 2022

Net Income

Up

$655,809

Up $655,809 from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $655,809Liabilities 2023: $0Net Assets 2023: $655,8092023Assets 2024: $33,129Liabilities 2024: $0Net Assets 2024: $33,1292024Assets 2025: $1,094,521Liabilities 2025: $0Net Assets 2025: $1,094,5212025

Highlighted filing

2023

Assets$655,809
Liabilities$0
Net Assets$655,809

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $1,744,402Expenses 2020: $1,744,402Net Income 2020: $02020Revenue 2022: $3,232,371Expenses 2022: $3,232,371Net Income 2022: $02022Revenue 2023: $4,694,764Expenses 2023: $4,038,955Net Income 2023: $655,8092023Revenue 2024: $2,848,286Expenses 2024: $3,470,966Net Income 2024: -$622,6802024Revenue 2025: $103,147Expenses 2025: -$958,245Net Income 2025: $1,061,3922025

Highlighted filing

2023

Revenue$4,694,764
Expenses$4,038,955
Net Income$655,809
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 31, 2024
Return Version
2022v5.0
Gross Receipts
$4,694,764
Mission and Program Overview

Mission

It is the mission, duty and purpose of The DPI Group, INC to serve as a supporting organization for our various non profits, all with a similar mission of providing work opportunites for individuals with disabilities.

It is the mission of The DPI Group to serve as a management and holding co for various non profits, all with a similar mission of providing work opportunites for individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$655,809-
Total Assets$0$655,809▲ $655,809
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$655,809-
Total Net Assets Fund Balance$0$655,809▲ $655,809
Total Liabilities and Net Assets / Fund Balance$0$655,809▲ $655,809
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis Pearson--$257,264$84,580$341,844
Travis PearsonCEOFT$320,415-$320,415
Katy Daughn--$173,333$48,975$222,308
Thomas Horey--$173,333$46,959$220,292
Katy DaughnCLOFT$212,085-$212,085
Thomas HoreyTreasurerFT$212,085-$212,085
Ashley BaloughPresident of Consumer ProdFT$130,144-$130,144
Debra KochHR ManagerFT$112,501-$112,501
Christopher CullinsDirector of ITFT$108,414-$108,414
Revenue and Support

Revenue Composition

Contributions and Grants
$655,809
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,038,955
Change in Net Assets
$655,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,079,264
Other Expenses$1,959,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$0$1,021,269$0$1,021,269
Current Officers, Directors, Trustees, and Key Employees$0$764,775$0$764,775
Interest$0$509,091$0$509,091
Occupancy$0$449,981$0$449,981
Information Technology$0$204,301$0$204,301
Payroll Taxes$0$152,051$0$152,051
Other Employee Benefits$0$141,169$0$141,169
Fees for Services Legal$0$114,039$0$114,039
Depreciation Depletion$0$84,134$0$84,134
Fees for Services Accounting$0$81,289$0$81,289
Other Expenses$0$69,885$0$69,885
Insurance$0$58,081$0$58,081
Travel$0$15,178$0$15,178
Fees for Services Management$0$14,116$0$14,116
Advertising$0$2,569$0$2,569
Total Functional Expenses$0$4,038,955$0$4,038,955
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The DPI Group
EIN
83-3120283
Phone
5032811289
Address
4950 NE MLK Jr Blvd, Portland, OR 97211

Signing Officer

Name
Thomas R Horey
Title
Treasurer
Phone
5032811289
Signed
2024-03-31

Organization Details

Principal Officer
Thomas R Horey
Formed
2019
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
48
Volunteers
9

Preparer

Firm
Richard Schoonmaker EA
Address
1918 SE Port St Lucie Blvd, Port St Lucie, FL 34952
Preparer
Richard Schoonmaker
Phone
7722148887
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The DPI Group provides some management services to Cascadia Nutrition LLC. The DPI Group owns 51% of the membership interests in Cascadia Nutrition

Pt VI, Line 11B

The Form 990 is reviewed by members of the board before it is filed

Pt VI, Line 15A

The Board of Directors considers outside salary guidelines for the comparable positions during the review process.

Pt VI, Line 19

The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request and on its website.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The DPI Group provides some management services to Cascadia Nutrition LLC. The DPI Group owns 51% of the memebership interest in Cascadia Nutrition.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Board of Directors of the DPI Group, the supporting organization, elects the Board of each of the supported organizations
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The CEO, CO and CLO of the supporting organization are the only members of the Board of Directors of the supported organizations and thus have a major role in the directing the use of the organizations income and assets
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The DPI Group exercises tptal control over the policies, programs and activities of each of its supported organizations as each member of the supported organization Board is an officer in the DPI Group and functions in the same roll for each supported organization as they do in the supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec A Ln 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt IV Sec E Ln 3a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt IV Sec D Ln 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Pt IV Sec E Ln 3b
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sasquatch HR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Depaul Industries
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Depaul Services
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Meadowlark Employment Services
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4Community Services Network
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5Northwest Success
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0257264
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1173333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2173333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount058351
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount138752
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount238752
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt18207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt210223
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt04800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Travis Pearson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Thomas Horey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Katy Daughn
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0341844
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1220292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2222308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The company maintains a 457F plan for employees making over 100000
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 4b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The DPI Group provides some management services to Cascadia Nutrition LLC. The DPI Group owns 51% of the membership interests in Cascadia Nutrition
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed by members of the board before it is filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors considers outside salary guidelines for the comparable positions during the review process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request and on its website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false

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