Civic Intelligence

Pierce County Coalition for Developmental Disabilities

990 • Fiscal year 2021 • EIN 91-2153695

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

3716 Pacific AvenueTacoma, WA 98418

(253) 564-0707

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

33rd percentile

3.6%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$70,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.9%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

40%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,152,867

Up $19,122 (+0.9%) from 2020

Net Assets

Up

$2,146,880

Up $19,161 (+0.9%) from 2020

Liabilities

Down

$5,987

Down $39 (-0.6%) from 2020

Revenue

Up

$525,644

Up $149,815 (+40%) from 2020

Expenses

Up

$506,483

Up $186,394 (+58%) from 2020

Net Income

Down

$19,161

Down $36,579 (-66%) from 2020

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 2011: $1,483,940Liabilities 2011: $6,603Net Assets 2011: $1,477,3372011Assets 2012: $1,631,700Liabilities 2012: $6,896Net Assets 2012: $1,624,8042012Assets 2013: $1,773,688Liabilities 2013: $8,938Net Assets 2013: $1,764,7502013Assets 2014: $1,937,449Liabilities 2014: $56,360Net Assets 2014: $1,881,0892014Assets 2015: $2,012,389Liabilities 2015: $3,729Net Assets 2015: $2,008,6602015Assets 2016: $2,003,609Liabilities 2016: $50,403Net Assets 2016: $1,953,2062016Assets 2017: $1,986,178Liabilities 2017: $54,317Net Assets 2017: $1,931,8612017Assets 2018: $1,976,851Liabilities 2018: $5,301Net Assets 2018: $1,971,5502018Assets 2019: $2,074,631Liabilities 2019: $2,650Net Assets 2019: $2,071,9812019Assets 2020: $2,133,745Liabilities 2020: $6,026Net Assets 2020: $2,127,7192020Assets 2021: $2,152,867Liabilities 2021: $5,987Net Assets 2021: $2,146,8802021Assets 2022: $2,053,517Liabilities 2022: $5,702Net Assets 2022: $2,047,8152022Assets 2023: $2,026,819Liabilities 2023: $7,202Net Assets 2023: $2,019,6172023Assets 2024: $2,463,383Liabilities 2024: $5,148Net Assets 2024: $2,458,2352024

Highlighted filing

2021

Assets$2,152,867
Liabilities$5,987
Net Assets$2,146,880

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $483,354Expenses 2011: $250,718Net Income 2011: $232,6362011Expenses 2012: $245,6872012Expenses 2013: $314,1032013Revenue 2014: $423,839Expenses 2014: $307,500Net Income 2014: $116,3392014Revenue 2015: $433,255Expenses 2015: $305,684Net Income 2015: $127,5712015Revenue 2016: $280,175Expenses 2016: $335,629Net Income 2016: -$55,4542016Revenue 2017: $351,069Expenses 2017: $372,414Net Income 2017: -$21,3452017Revenue 2018: $246,457Expenses 2018: $290,466Net Income 2018: -$44,0092018Revenue 2019: $352,394Expenses 2019: $251,964Net Income 2019: $100,4302019Revenue 2020: $375,829Expenses 2020: $320,089Net Income 2020: $55,7402020Revenue 2021: $525,644Expenses 2021: $506,483Net Income 2021: $19,1612021Revenue 2022: $351,267Expenses 2022: $450,332Net Income 2022: -$99,0652022Revenue 2023: $302,992Expenses 2023: $331,190Net Income 2023: -$28,1982023Revenue 2024: $771,319Expenses 2024: $332,701Net Income 2024: $438,6182024

Highlighted filing

2021

Revenue$525,644
Expenses$506,483
Net Income$19,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$525,644
Mission and Program Overview

Mission

Empowering individuals with developmental disabilities and their families.

Empowering individuals with developmental disabilities and their families. Information/education provides resource guides, newsletters with relevant articles and news, educational meetings on a variety of topics, hosting annual legislative forum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,344$541,342▲ $537,998
Savings and Temporary Cash Investments$743,787$302,855▼ $440,932
Accounts Receivable$26,888$30,375▲ $3,487
Land, Buildings, and Equipment, Net$12,644$10,413▼ $2,231
Prepaid Expenses and Deferred Charges$682$682→ $0
Total Assets$2,133,745$2,152,867▲ $19,122
Other Assets Total$1,346,400$1,267,200▼ $79,200
Liabilities
Accounts Payable and Accrued Expenses$6,026$5,987▼ $39
Total Liabilities$6,026$5,987▼ $39
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,782,000$1,821,600▲ $39,600
Net Assets Without Donor Restrictions$345,719$325,280▼ $20,439
Total Net Assets Fund Balance$2,127,719$2,146,880▲ $19,161
Total Liabilities and Net Assets / Fund Balance$2,133,745$2,152,867▲ $19,122

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,413$12,695$23,108
Other Assets Org$1,267,200--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bethann GarteizExecutive DiFT$70,000$70,000

Board Members and Trustees

NameTitle
Dr Alan GillChairperson
Jeffrey Snyder SrMember
Jo SimmsMember
Lavon FrazierMember
Melody SnyderMember
Sarah TremblayMember
Tom PaganoMember
Jason ClappTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$511,311
Program Service Revenue
$14,114
Investment Income
$219
Other Revenue
$0
All Other Contributions
$38,207
Change in Net Assets
$19,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,710
Salaries, Compensation, and Employee Benefits$202,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$206,490$36,439-$242,929
Other Salaries and Wages$98,909$17,455-$116,364
Current Officers, Directors, Trustees, and Key Employees$59,500$10,500-$70,000
Occupancy$22,539$3,977-$26,516
Office Expenses$18,908$3,337-$22,245
Payroll Taxes$13,948$2,461-$16,409
Insurance$3,439$607-$4,046
Depreciation Depletion$1,896$335-$2,231
Other Expenses$21$4-$25
Total Functional Expenses$430,510$75,973$0$506,483
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
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
Yes
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, Page 6, Part VI, Line 11B

The 990 is reviewed by a responsible official of the agency and then by the full board before it is filed.

Form 990, Page 6, Part VI, Line 12C

At the first meeting of each year, board members are polled regarding conflicts of interest and reminded that they will need to recuse themselves if a vote is required and there is a conflict.

Form 990, Page 6, Part VI, Line 15A

The board approves the salary of the executive director after considering local salaries for similarly sized agencies.

Form 990, Page 6, Part VI, Line 15B

Other staff salaries are determined after looking at studies of jobs available for like services in the area.

Form 990, Page 6, Part VI, Line 19

All governing documents, tax returns and financial statements are available upon reqest by any intersted party.

Filing and Contact Details

Filer

Filer Name
Pierce County Coalition for
EIN
91-2153695
Phone
2535640707
Address
3716 PACIFIC AVENUE, TACOMA, WA 98418

Signing Officer

Name
Jason Clapp
Title
Treasurer/secretary
Phone
2535640707
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Alan Gill
Formed
2001
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
5

Preparer

Firm
Patricia L Pich CPA Pllc
Address
2413 PACIFIC AVE SE SUITE C, OLYMPIA, WA 98501
Preparer
Patricia Pich
Phone
3603397867
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Pc2 is a parent-driven non-profit agency serving pierce county washington citizens who experience a developmental disability, their families, providers, and professionals in the field. Pc2 provides system navigation to the individuals and their families for the complex processes of the developmental disabilities administration (dda), ssi, legal issues (guardianships, wills & trusts). Pc2 provides on-going, up-to-date information through electronic e-blasts, newsletters, and social media. Pc2 maintains a comprehensive 500-page resource guide of services and supports available in pierce county, as well as state and federal resources. Pc2's housing program is a revolving down payment assistance program provided to individuals who experience documented developmental disabilities and their families who are first-time home buyers and meet income eligibility. Pc2 works directly with families in all steps of the home-buying process to ensure a successful outcome, providing safe adequate housing to this vulnerable population. Pc2 advertises the program through its regular outreach avenues (i.e. E-blasts), newsletter, social media, word of mouth).

Form 990, Part IX, Line 11G

Professional fees 7,437 1,312 0 legal fees 354 63 0 dues & subscriptions 64 11 0 mortgage assistance 197,214 34,802 0 bad debt expense 1,421 251 0 total 206,490 36,439 0

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0366918
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0262945
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046777
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN REAL ESTATE CON
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010413
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PC2 IS A PARENT-DRIVEN NON-PROFIT AGENCY SERVING PIERCE COUNTY WASHINGTON CITIZENS WHO EXPERIENCE A DEVELOPMENTAL DISABILITY, THEIR FAMILIES, PROVIDERS, AND PROFESSIONALS IN THE FIELD. PC2 PROVIDES SYSTEM NAVIGATION TO THE INDIVIDUALS AND THEIR FAMILIES FOR THE COMPLEX PROCESSES OF THE DEVELOPMENTAL DISABILITIES ADMINISTRATION (DDA), SSI, LEGAL ISSUES (GUARDIANSHIPS, WILLS & TRUSTS). PC2 PROVIDES ON-GOING, UP-TO-DATE INFORMATION THROUGH ELECTRONIC E-BLASTS, NEWSLETTERS, AND SOCIAL MEDIA. PC2 MAINTAINS A COMPREHENSIVE 500-PAGE RESOURCE GUIDE OF SERVICES AND SUPPORTS AVAILABLE IN PIERCE COUNTY, AS WELL AS STATE AND FEDERAL RESOURCES. PC2'S HOUSING PROGRAM IS A REVOLVING DOWN PAYMENT ASSISTANCE PROGRAM PROVIDED TO INDIVIDUALS WHO EXPERIENCE DOCUMENTED DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES WHO ARE FIRST-TIME HOME BUYERS AND MEET INCOME ELIGIBILITY. PC2 WORKS DIRECTLY WITH FAMILIES IN ALL STEPS OF THE HOME-BUYING PROCESS TO ENSURE A SUCCESSFUL OUTCOME, PROVIDING SAFE ADEQUATE HOUSING TO THIS VULNERABLE POPULATION. PC2 ADVERTISES THE PROGRAM THROUGH ITS REGULAR OUTREACH AVENUES (I.E. E-BLASTS), NEWSLETTER, SOCIAL MEDIA, WORD OF MOUTH).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY A RESPONSIBLE OFFICIAL OF THE AGENCY AND THEN BY THE FULL BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE FIRST MEETING OF EACH YEAR, BOARD MEMBERS ARE POLLED REGARDING CONFLICTS OF INTEREST AND REMINDED THAT THEY WILL NEED TO RECUSE THEMSELVES IF A VOTE IS REQUIRED AND THERE IS A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR AFTER CONSIDERING LOCAL SALARIES FOR SIMILARLY SIZED AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER STAFF SALARIES ARE DETERMINED AFTER LOOKING AT STUDIES OF JOBS AVAILABLE FOR LIKE SERVICES IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQEST BY ANY INTERSTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES 7,437 1,312 0 LEGAL FEES 354 63 0 DUES & SUBSCRIPTIONS 64 11 0 MORTGAGE ASSISTANCE 197,214 34,802 0 BAD DEBT EXPENSE 1,421 251 0 TOTAL 206,490 36,439 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt05987
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0521 MARTIN LUTHER KING JR WAY
IRS990/USAddress/CityNm0TACOMA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098405
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IRS990/WebsiteAddressTxt0WWW.PC2ONLINE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON CLAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02535640707
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIERCE COUNTY COALITION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENTAL DISABILITIES
ReturnHeader/Filer/BusinessNameControlTxt0PIER
ReturnHeader/Filer/EIN0912153695
ReturnHeader/Filer/PhoneNum02535640707
ReturnHeader/Filer/USAddress/AddressLine1Txt03716 PACIFIC AVENUE
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098418
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814135216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA L PICH CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02413 PACIFIC AVE SE SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLYMPIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098501
ReturnHeader/PreparerPersonGrp/PhoneNum03603397867
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA PICH
ReturnHeader/ReturnTs02022-05-15T13:56:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAPP
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.46$0.77$0.33$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.01$2.02$0.30$0.33$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.05$0.35$0.45$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.15$0.53$0.51$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.13$0.38$0.32$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.35$0.25$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$0.25$0.29$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.05$1.93$0.35$0.37$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.05$1.95$0.28$0.34$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.43$0.31$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.06$1.88$0.42$0.31$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.01$1.76$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.01$1.62$0.25
2011Summary only. Only limited summary data is available for this year.$1.48$0.01$1.48$0.48$0.25$0.23