Civic Intelligence

Community Support Brokerage

990 • Fiscal year 2020 • EIN 91-1755585

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 30, 2021

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

42nd percentile

1.9%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$90,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

1.9%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$880,821

Up $20,265 (+2.4%) from 2019

Net Assets

Up

$877,089

Up $19,492 (+2.3%) from 2019

Liabilities

Up

$3,732

Up $773 (+26%) from 2019

Revenue

Up

$1,019,330

Up $19,132 (+1.9%) from 2019

Expenses

Up

$999,838

Up $9,550 (+1.0%) from 2019

Net Income

Up

$19,492

Up $9,582 (+97%) from 2019

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

2020

Assets$880,821
Liabilities$3,732
Net Assets$877,089

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

2020

Revenue$1,019,330
Expenses$999,838
Net Income$19,492
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 30, 2021
Return Version
2019v5.0
Gross Receipts
$1,019,330
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 disabled adults 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 disabled adult, to insure their lives are independent, meaningful, reinforcing, diverse and safe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$832,656$786,826▼ $45,830
Accounts Receivable$18,669$87,344▲ $68,675
Prepaid Expenses and Deferred Charges$7,298$4,718▼ $2,580
Total Assets$860,556$880,821▲ $20,265
Other Assets Total$1,933$1,933→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,959$3,732▲ $773
Other Liabilities$0$0→ $0
Total Liabilities$2,959$3,732▲ $773
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$857,597$877,089▲ $19,492
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$857,597$877,089▲ $19,492
Total Liabilities and Net Assets / Fund Balance$860,556$880,821▲ $20,265
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan JohnsonExecutive DirectorFT$90,000$90,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$1,013,044
Investment Income
$2,698
Other Revenue
$3,488
All Other Contributions
$100
Change in Net Assets
$19,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,019,330
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,019,330
Total Revenue per Form 990
$1,019,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$910,047
Other Expenses$89,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$651,192--$651,192
Other Employee Benefits$85,209$13,515-$98,724
Current Officers, Directors, Trustees, and Key Employees-$84,060-$84,060
Payroll Taxes$58,663$17,408-$76,071
Occupancy-$12,752-$12,752
Fees for Services Accounting$0$7,484-$7,484
Office Expenses$180$6,456-$6,636
Insurance$0$5,239-$5,239
Advertising$20$190-$210
Other Expenses$0$50$0$50
Total Functional Expenses$845,452$154,386$0$999,838

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$999,838
Total Expenses per Audited Statements$999,838
Total Expenses per Form 990$999,838
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two members of the Board of Directors are married.

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

Board of Directors will review return but not before it is filed.

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

Board members must review their potential conflict(s) of interest each year.

Form 990, Part VI, Section B, Line 15

Executive Director's job performance is reviewed annually. Compensation adjustments are made at that time.

Form 990, Part VI, Section C, Line 19

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
2021-04-30
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
30
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

For the fiscal year ended June 30, 2020 FIN 48 is applied. 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/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01013044
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01013044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0995358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01026756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0941844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0940260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04917262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03543
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03588
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04401
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02723
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021407
IRS990ScheduleA/OtherIncome170Grp/TotalAmt036459
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99193
IRS990ScheduleA/PublicSupportPY170Pct00.99153
IRS990ScheduleA/PublicSupportTotal170Amt04917262
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01013044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0995358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01026756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0941844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0940260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04917262
IRS990ScheduleA/TotalSupportAmt04957264
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0999838
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01019330
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0For the fiscal year ended June 30, 2020 FIN 48 is applied. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt0999838
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01019330
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01019330
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0999838
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two members of the Board of Directors are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Directors will review return but not before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members must review their potential conflict(s) of interest each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Executive Director's job performance is reviewed annually. Compensation adjustments are made at that time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0860556
IRS990/TotalAssetsEOYAmt0880821
IRS990/TotalAssetsGrp/BOYAmt0860556
IRS990/TotalAssetsGrp/EOYAmt0880821
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0100
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0154386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0845452
IRS990/TotalFunctionalExpensesGrp/TotalAmt0999838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02959
IRS990/TotalLiabilitiesEOYAmt03732
IRS990/TotalLiabilitiesGrp/BOYAmt02959
IRS990/TotalLiabilitiesGrp/EOYAmt03732
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0857597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0877089
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01013044
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01013044
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0845452
IRS990/TotalProgramServiceRevenueAmt01013044
IRS990/TotalReportableCompFromOrgAmt090000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01019230
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01019330
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

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
2020Detailed filing. Detailed filing data is available for this year.$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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