Civic Intelligence

Scriber Pointe Senior Housing Association

990 • Fiscal year 2019 • EIN 91-1997783

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 28, 2020

3107 Colby AvenueEverett, WA 98201

(425) 303-1101

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.34x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-35%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$244,233

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 94.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.8%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,318,631

Down $42,389 (-1.8%) from 2018

Net Assets

Down

$2,231,904

Down $90,394 (-3.9%) from 2018

Liabilities

Up

$86,727

Up $48,005 (+124%) from 2018

Revenue

Up

$258,082

Up $25,294 (+11%) from 2018

Expenses

Up

$348,476

Up $28,133 (+8.8%) from 2018

Net Income

Down

-$90,394

Down $2,839 (-3.2%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,987,939Liabilities 2010: $17,741Net Assets 2010: $2,970,1982010Assets 2011: $2,887,818Liabilities 2011: $19,259Net Assets 2011: $2,868,5592011Assets 2012: $2,804,714Liabilities 2012: $22,173Net Assets 2012: $2,782,5412012Assets 2013: $2,724,224Liabilities 2013: $44,958Net Assets 2013: $2,679,2662013Assets 2014: $2,712,299Liabilities 2014: $64,672Net Assets 2014: $2,647,6272014Assets 2015: $2,609,289Liabilities 2015: $13,963Net Assets 2015: $2,595,3262015Assets 2016: $2,545,865Liabilities 2016: $27,786Net Assets 2016: $2,518,0792016Assets 2017: $2,458,753Liabilities 2017: $48,900Net Assets 2017: $2,409,8532017Assets 2018: $2,361,020Liabilities 2018: $38,722Net Assets 2018: $2,322,2982018Assets 2019: $2,318,631Liabilities 2019: $86,727Net Assets 2019: $2,231,9042019Assets 2020: $2,214,668Liabilities 2020: $40,349Net Assets 2020: $2,174,3192020Assets 2021: $2,287,123Liabilities 2021: $25,938Net Assets 2021: $2,261,1852021Assets 2022: $2,279,248Liabilities 2022: $23,914Net Assets 2022: $2,255,3342022Assets 2023: $2,358,359Liabilities 2023: $31,990Net Assets 2023: $2,326,3692023Assets 2024: $2,440,421Liabilities 2024: $35,143Net Assets 2024: $2,405,2782024

Highlighted filing

2019

Assets$2,318,631
Liabilities$86,727
Net Assets$2,231,904

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $247,9462010Expenses 2011: $267,7692011Expenses 2012: $249,9662012Revenue 2013: $166,453Expenses 2013: $269,728Net Income 2013: -$103,2752013Revenue 2014: $222,106Expenses 2014: $253,745Net Income 2014: -$31,6392014Revenue 2015: $222,621Expenses 2015: $274,922Net Income 2015: -$52,3012015Revenue 2016: $221,951Expenses 2016: $299,198Net Income 2016: -$77,2472016Revenue 2017: $221,489Expenses 2017: $329,715Net Income 2017: -$108,2262017Revenue 2018: $232,788Expenses 2018: $320,343Net Income 2018: -$87,5552018Revenue 2019: $258,082Expenses 2019: $348,476Net Income 2019: -$90,3942019Revenue 2020: $271,441Expenses 2020: $329,026Net Income 2020: -$57,5852020Revenue 2021: $425,202Expenses 2021: $338,336Net Income 2021: $86,8662021Revenue 2022: $506,224Expenses 2022: $512,075Net Income 2022: -$5,8512022Revenue 2023: $591,624Expenses 2023: $520,589Net Income 2023: $71,0352023Revenue 2024: $555,385Expenses 2024: $476,476Net Income 2024: $78,9092024

Highlighted filing

2019

Revenue$258,082
Expenses$348,476
Net Income-$90,394
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 28, 2020
Return Version
2019v5.1
Gross Receipts
$258,082
Mission and Program Overview

Mission

Housing for low income elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,176,064$2,172,905▼ $3,159
Cash and Non-Interest-Bearing Accounts$2,739$63,535▲ $60,796
Prepaid Expenses and Deferred Charges$4,562$4,685▲ $123
Accounts Receivable$9,879$561▼ $9,318
Total Assets$2,361,020$2,318,631▼ $42,389
Other Assets Total$167,776$76,945▼ $90,831
Liabilities
Other Liabilities$20,026$68,695▲ $48,669
Accounts Payable and Accrued Expenses$18,252$17,699▼ $553
Deferred Revenue$444$333▼ $111
Total Liabilities$38,722$86,727▲ $48,005
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,203,281$2,114,546▼ $88,735
Net Assets Without Donor Restrictions$119,017$117,358▼ $1,659
Total Net Assets Fund Balance$2,322,298$2,231,904▼ $90,394
Total Liabilities and Net Assets / Fund Balance$2,361,020$2,318,631▼ $42,389

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,709,825$1,340,320$3,050,145
Land$413,950-$413,950
Equipment$31,029$138,027$169,056
Other Land Buildings$18,101$131,703$149,804
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol WheelerChair
George Perez JrVice President
Allison Warren-BarbourBoard Member
Barbara MillerBoard Member
Todd TaylorBoard Member
Ashley Lommers-JohnsonExecutive Director
John MierkeSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$134,984
Program Service Revenue
$122,521
Investment Income
$577
Other Revenue
$0
Change in Net Assets
$-90,394

Audited Revenue Reconciliation

Revenue per Audited Statements
$258,082
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$258,082
Total Revenue per Form 990
$258,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$91,672--$91,672
Occupancy$89,866--$89,866
Fees for Services Management$24,778--$24,778
Office Expenses$10,054--$10,054
Fees for Services Accounting-$6,700-$6,700
Advertising$1,129--$1,129
Fees for Services Other-$1,085-$1,085
Travel$908--$908
Other Expenses$477--$477
Fees for Services Legal-$27-$27
Total Functional Expenses$340,664$7,812$0$348,476

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$348,476
Total Expenses per Audited Statements$348,476
Total Expenses per Form 990$348,476
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Note Payable$59,148
Tenant Security deposits$9,547
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
No
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

Governance Explanations

Form 990, Part VI, Section A, line 8B

There were no committee meeting held

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

Board members are emailed a draft copy of the Form 990 for their review prior to filing

Form 990, Part VI, Section C, line 19

A contact name and phone number is listed on the website for people to request information

Filing and Contact Details

Filer

Filer Name
Scriber Pointe Senior Housing
EIN
91-1997783
Phone
4253031101
Address
3107 Colby Avenue, Everett, WA 98201

Signing Officer

Name
Carol Wheeler
Title
President
Phone
4253031101
Signed
2020-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Wheeler
Formed
1999
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
CliftonLarsonAllen LLP
Address
10700 Northup Way Suite 200, Bellevue, WA 98004
Preparer
Susan K Reilly CPA
Phone
4252506100
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Association is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. In addition, the Association qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been classified as an organization that is a public charity under Section 509(a)(1).

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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0588748
IRS990ScheduleA/TotalSupportAmt0592709
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01709825
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01340320
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03050145
IRS990ScheduleD/EquipmentGrp/BookValueAmt031029
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0138027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0169056
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0348476
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0413950
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0413950
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt018101
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0131703
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0149804
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09547
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenant Security deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Related Party Note Payable
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0258082
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Association is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. In addition, the Association qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been classified as an organization that is a public charity under Section 509(a)(1).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02172905
IRS990ScheduleD/TotalExpensesPerForm990Amt0348476
IRS990ScheduleD/TotalLiabilityAmt068695
IRS990ScheduleD/TotalRevenuePerForm990Amt0258082
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0258082
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0348476
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt031612
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0208115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt04506
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Ashley Lommers-Johnson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0244233
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There were no committee meeting held
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are emailed a draft copy of the Form 990 for their review prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A contact name and phone number is listed on the website for people to request information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0City of Everett Housing Authority
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0916000965
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0Housing Authority
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Low Income Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 1547
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Everett
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02361020
IRS990/TotalAssetsEOYAmt02318631
IRS990/TotalAssetsGrp/BOYAmt02361020
IRS990/TotalAssetsGrp/EOYAmt02318631
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0134984
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07812
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0340664
IRS990/TotalFunctionalExpensesGrp/TotalAmt0348476
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038722
IRS990/TotalLiabilitiesEOYAmt086727
IRS990/TotalLiabilitiesGrp/BOYAmt038722
IRS990/TotalLiabilitiesGrp/EOYAmt086727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02322298
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02231904
IRS990/TotalOtherCompensationAmt04506
IRS990/TotalProgramServiceExpensesAmt0340664
IRS990/TotalProgramServiceRevenueAmt0122521
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0577
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0122521
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0258082

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.04$2.41$0.56$0.48$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.03$2.33$0.59$0.52$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.02$2.26$0.51$0.51$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.26$0.43$0.34$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.04$2.17$0.27$0.33$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.09$2.23$0.26$0.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.04$2.32$0.23$0.32$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.05$2.41$0.22$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.03$2.52$0.22$0.30$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$0.22$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.06$2.65$0.22$0.25$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.72$0.04$2.68$0.17$0.27$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.02$2.78$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.02$2.87$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.02$2.97$0.25