Civic Intelligence

Umpqua Heart

EIN 85-3477904 • 501(c)3 • Sutherlin, OR

RevokedPub. 78 Eligible990-N CoverageNTEE L80

Profile

Mitigating homelessness

Revocation date: May 15, 2023

PO Box 142Sutherlin, OR 97479

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

34th percentile

-0.8%

Higher net margin than 34% of similar nonprofits.

NTEE L80 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE L80 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$4,334

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$4,334

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

$141,963

No earlier filing loaded for comparison.

Expenses

$143,130

No earlier filing loaded for comparison.

Net Income

-$1,167

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2023: $4,334Net Assets 2023: $4,3342023

Highlighted filing

2023

Assets$4,334
Liabilities-
Net Assets$4,334
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2023: $141,963Expenses 2023: $143,130Net Income 2023: -$1,1672023

Highlighted filing

2023

Revenue$141,963
Expenses$143,130
Net Income-$1,167
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$4,334
Liabilities
-
Net assets
$4,334
Revenue
$141,963
Expenses
$143,130
Net income
-$1,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.04$1.42$1.43$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$141,963
Mission and Program Overview

Mission

Mitigating homelessness

Program Services

DescriptionGrantsExpenses
Mitigating homelessness through navigation, case, managment, low-barrier shelter, community coordination and education.-$143,130
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne EllsworthPresidentPT$0--
Andrea ZielinskiVice PresidentPT$0--
Dane ZahnerTreasurer-$0--
Kat CooperSecretary-$0--
Christin RutledgeOther-$0--
Marion PearsonOther-$0--
Catherine PaulOther-$0--
Filing and Contact Details

Filer

Filer Name
Umpqua Heart
EIN
85-3477904
Phone
5415371531
Address
PO Box 142, Sutherlin, OR 97479

Signing Officer

Name
Wayne Ellsworth
Title
President
Phone
5415371531
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Michelle Waggoner Tax OR #5111C
Address
PO Box 2483, Winston, OR 97496
Preparer
Michelle Waggoner
Phone
5416791181
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Promotion 395”

Form 990-EZ, Part I, Line 16, Other Expenses

“Taxes/licenses/fees 220”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 5,772”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office expenses 368”

Form 990-EZ, Part I, Line 16, Other Expenses

“Client expenses 3,642”

Form 990-EZ, Part I, Line 16, Other Expenses

“Hastings expenses 126,828”

Form 990-EZ, Part I, Line 16, Other Expenses

“In Kind Expenses 5,905”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Wayne Ellsworth
IRS990EZ/BooksInCareOfDetail/PhoneNum05415371531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0355 S Calapooia St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sutherlin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097479
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05501
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04334
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0141963
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1167
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05501
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04334
IRS990EZ/GrossReceiptsAmt0141963
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05501
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04334
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05501
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04334
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wayne Ellsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Zielinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dane Zahner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kat Cooper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christin Rutledge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Marion Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Catherine Paul
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Other
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Other
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Other
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0143130
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Mitigating homelessness
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Mitigating homelessness through navigation, case, managment, low-barrier shelter, community coordination and education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143130
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0143130
IRS990EZ/TotalProgramServiceExpensesAmt0143130
IRS990EZ/TotalRevenueAmt0141963
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0141963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0150566
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0150566
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08603
IRS990ScheduleA/Total509Grp/TotalAmt0150566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08603
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150566
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Promotion 395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Taxes/licenses/fees 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 5,772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expenses 368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Client expenses 3,642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hastings expenses 126,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6In Kind Expenses 5,905
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wayne Ellsworth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05415371531
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Umpqua Heart
ReturnHeader/Filer/BusinessNameControlTxt0UMPQ
ReturnHeader/Filer/EIN0853477904
ReturnHeader/Filer/PhoneNum05415371531
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 142
ReturnHeader/Filer/USAddress/CityNm0Sutherlin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097479
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200737936
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michelle Waggoner Tax OR #5111C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2483
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097496
ReturnHeader/PreparerPersonGrp/PhoneNum05416791181
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Waggoner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T02:56:09-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.