Civic Intelligence

Community Support Brokerage

990 • Fiscal year 2015 • EIN 91-1755585

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 15, 2015

3575 Donald Street Suite 230Eugene, OR 97405

(541) 513-1635

Siviq Scores

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

Liabilities / Assets

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

91st percentile

67%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$463,578

Up $186,459 (+67%) from 2014

Net Assets

Up

$446,162

Up $176,784 (+66%) from 2014

Liabilities

Up

$17,416

Up $9,675 (+125%) from 2014

Revenue

Up

$752,587

Up $204,627 (+37%) from 2014

Expenses

Up

$575,803

Up $70,363 (+14%) from 2014

Net Income

Up

$176,784

Up $134,264 (+316%) from 2014

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 2011: $251,604Liabilities 2011: $15,211Net Assets 2011: $236,3932011Assets 2012: $290,970Liabilities 2012: $16,658Net Assets 2012: $274,3122012Assets 2013: $253,473Liabilities 2013: $41,823Net Assets 2013: $211,6502013Assets 2014: $277,119Liabilities 2014: $7,741Net Assets 2014: $269,3782014Assets 2015: $463,578Liabilities 2015: $17,416Net Assets 2015: $446,1622015Assets 2016: $617,103Liabilities 2016: $14,659Net Assets 2016: $602,4442016Assets 2017: $718,953Liabilities 2017: $15,653Net Assets 2017: $703,3002017Assets 2018: $850,786Liabilities 2018: $10,782Net Assets 2018: $840,0042018Assets 2019: $860,556Liabilities 2019: $2,959Net Assets 2019: $857,5972019Assets 2020: $880,821Liabilities 2020: $3,732Net Assets 2020: $877,0892020Assets 2021: $1,002,990Liabilities 2021: $0Net Assets 2021: $1,002,9902021Assets 2022: $985,583Liabilities 2022: $1,532Net Assets 2022: $984,0512022Assets 2023: $919,399Liabilities 2023: $67,750Net Assets 2023: $851,6492023Assets 2024: $840,436Liabilities 2024: $63,608Net Assets 2024: $776,8282024Assets 2025: $836,325Liabilities 2025: $56,258Net Assets 2025: $780,0672025

Highlighted filing

2015

Assets$463,578
Liabilities$17,416
Net Assets$446,162

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $542,605Expenses 2011: $479,776Net Income 2011: $62,8292011Expenses 2012: $509,0312012Expenses 2013: $513,4452013Revenue 2014: $547,960Expenses 2014: $505,440Net Income 2014: $42,5202014Revenue 2015: $752,587Expenses 2015: $575,803Net Income 2015: $176,7842015Revenue 2016: $961,733Expenses 2016: $805,451Net Income 2016: $156,2822016Revenue 2017: $945,086Expenses 2017: $855,421Net Income 2017: $89,6652017Revenue 2018: $1,031,315Expenses 2018: $906,996Net Income 2018: $124,3192018Revenue 2019: $1,000,198Expenses 2019: $990,288Net Income 2019: $9,9102019Revenue 2020: $1,019,330Expenses 2020: $999,838Net Income 2020: $19,4922020Revenue 2021: $1,118,261Expenses 2021: $992,360Net Income 2021: $125,9012021Revenue 2022: $1,019,060Expenses 2022: $1,037,894Net Income 2022: -$18,8342022Revenue 2023: $947,095Expenses 2023: $1,025,466Net Income 2023: -$78,3712023Revenue 2024: $985,063Expenses 2024: $1,067,722Net Income 2024: -$82,6592024Revenue 2025: $826,177Expenses 2025: $819,852Net Income 2025: $6,3252025

Highlighted filing

2015

Revenue$752,587
Expenses$575,803
Net Income$176,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 15, 2015
Return Version
2014v6.0
Gross Receipts
$752,587
Mission and Program Overview

Mission

To advocate, assist, and advise disabled adults in obtaining financial assistance and services to enable them to live meaningful and independent lives.

To advocate, assist and advise adult handicapped persons in obtaining financial assistance and services to enable them to live meaningful and independent lives and to monitor the care and other services provided to the adult handicapped person, to insure their lives are independent, meaningful, reinforcing, diverse and safe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$248,466$412,239▲ $163,773
Accounts Receivable$22,387$38,814▲ $16,427
Prepaid Expenses and Deferred Charges$5,492$10,619▲ $5,127
Land, Buildings, and Equipment, Net$774$531▼ $243
Total Assets$277,119$463,578▲ $186,459
Other Assets Total-$1,375-
Liabilities
Accounts Payable and Accrued Expenses$7,741$17,416▲ $9,675
Other Liabilities$0$0→ $0
Total Liabilities$7,741$17,416▲ $9,675
Net Assets / Fund Balance
Unrestricted Net Assets$259,793$435,227▲ $175,434
Temporarily Rstr Net Assets$9,585$10,935▲ $1,350
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$269,378$446,162▲ $176,784
Total Liabilities and Net Assets / Fund Balance$277,119$463,578▲ $186,459

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$531$2,838$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan JohnsonExecutive DirectorFT$50,731$50,731

Board Members and Trustees

NameTitle
Phil FergusonPresident
Bonnie TodisBoard member
Dianne FergusonBoard member
Elizabeth KingBoard member
Kathy WiperBoard member
Rick AlbinBoard member
Doug BlandySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,850
Program Service Revenue
$745,067
Investment Income
$64
Other Revenue
$4,606
All Other Contributions
$2,850
Change in Net Assets
$176,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$752,587
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$752,587
Total Revenue per Form 990
$752,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$496,003
Other Expenses$79,800
Total Fundraising Expense$2,346
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$356,140$0$0$356,140
Other Employee Benefits$40,556$12,424$0$52,980
Current Officers, Directors, Trustees, and Key Employees$0$50,388$0$50,388
Payroll Taxes$32,225$4,270$0$36,495
Fees for Services Accounting$8,943$1,265$0$10,208
Office Expenses$5,947$1,458$80$7,485
Other Expenses$6,168$873$0$7,041
Occupancy$6,132$868-$7,000
Insurance$3,592$508$0$4,100
Fees for Services Other$0$0$1,766$1,766
Advertising$940$133$500$1,573
Depreciation Depletion$214$29$0$243
Total Functional Expenses$500,861$72,596$2,346$575,803

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$575,803
Total Expenses per Audited Statements$575,803
Total Expenses per Form 990$575,803
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Some of the clients of the organization are family members of the members of the Board of Directors. Additionally, two of the board members are married to each other.

Form 990, Part VI, Section B, Line 11B

Board is provided with draft copies of the financial statements and tax returns before filing.

Form 990, Part VI, Section B, Line 12C

Annually board members are required to sign a conflict of interest policy statement.

Form 990, Part VI, Section B, Line 15

Executive director is reviewed annually. Compensation adjustments are made at that time.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Community Support Brokerage
EIN
91-1755585
Phone
5415131635
Address
3575 Donald Street Suite 230, Eugene, OR 97405

Signing Officer

Name
Susan Denney
Title
Executive Director
Phone
5415131635
Signed
2015-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Denney
Formed
1997
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
25
Volunteers
0

Preparer

Firm
Michele C Henney CPA
Address
4881 Mahalo Drive, Eugene, OR 97405
Preparer
Michele Henney
Phone
5413373936
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

Since the Organization is not a tax -paying entity and therefore has not taken any uncertain tax positions, no provision for reversal of those positions is warranted. The Organization is exempt from state income tax as well. However, the Organization does have open tax filings which remain "uncertain" until the statutes of limitations expire. Management believes that no uncertain tax positions exist.

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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/OfficeExpensesGrp/FundraisingAmt080
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01458
IRS990/OfficeExpensesGrp/ProgramServicesAmt05947
IRS990/OfficeExpensesGrp/TotalAmt07485
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01375
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012424
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040556
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052980
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Program expenses
IRS990/OtherExpensesGrp/Desc3Workman's Comp
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3873
IRS990/OtherExpensesGrp/ProgramServicesAmt0110
IRS990/OtherExpensesGrp/ProgramServicesAmt12579
IRS990/OtherExpensesGrp/ProgramServicesAmt237315
IRS990/OtherExpensesGrp/ProgramServicesAmt36168
IRS990/OtherExpensesGrp/TotalAmt0125
IRS990/OtherExpensesGrp/TotalAmt12944
IRS990/OtherExpensesGrp/TotalAmt237315
IRS990/OtherExpensesGrp/TotalAmt37041
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt04606
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0356140
IRS990/OtherSalariesAndWagesGrp/TotalAmt0356140
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04270
IRS990/PayrollTaxesGrp/ProgramServicesAmt032225
IRS990/PayrollTaxesGrp/TotalAmt036495
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05492
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010619
IRS990/PrincipalOfficerNm0Susan Denney
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064
IRS990/PYOtherExpensesAmt067081
IRS990/PYOtherRevenueAmt028718
IRS990/PYProgramServiceRevenueAmt0518678
IRS990/PYRevenuesLessExpensesAmt042520
IRS990/PYSalariesCompEmpBnftPaidAmt0438359
IRS990/PYTotalExpensesAmt0505440
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0547960
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0176784
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0745067
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other income = 5956
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0745067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0537986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0450720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0546891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0542487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02823151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0368
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05956
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05956
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99776
IRS990ScheduleA/PublicSupportPY170Pct00.99979
IRS990ScheduleA/PublicSupportTotal170Amt02823151
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0745067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0537986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0450720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0546891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0542487
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02823151
IRS990ScheduleA/TotalSupportAmt02829475
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0531
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02838
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03369
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0575803
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.06$0.78$0.83$0.82$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.06$0.78$0.99$1.07$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.07$0.85$0.95$1.03$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.98$1.02$1.04$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$1.12$0.99$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$1.02$1.00$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$1.00$0.99$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.01$0.84$1.03$0.91$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.02$0.70$0.95$0.86$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.60$0.96$0.81$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.45$0.75$0.58$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.55$0.51$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.04$0.21$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.02$0.27$0.51
2011Summary only. Only limited summary data is available for this year.$0.25$0.02$0.24$0.54$0.48$0.06
Peer Organizations

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