Civic Intelligence

Luther Square Inc

990 • Fiscal year 2016 • EIN 93-0588743

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 27, 2017

Organization ProfileN/A
2314 Homedale RoadKlamath Falls, OR 97603

(541) 884-0309

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.07x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

56th percentile

8.7%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

3.0%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$525,563

Up $25,076 (+5.0%) from 2015

Net Assets

Up

$506,915

Up $21,880 (+4.5%) from 2015

Liabilities

Up

$18,648

Up $3,196 (+21%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

Up

$252,437

Up $7,387 (+3.0%) from 2015

Expenses

Up

$230,557

Up $25,224 (+12%) from 2015

Net Income

Down

$21,880

Down $17,837 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $329,169Liabilities 2010: $30,255Net Assets 2010: $298,9142010Assets 2011: $342,624Liabilities 2011: $14,838Net Assets 2011: $327,7862011Assets 2012: $389,010Liabilities 2012: $12,582Net Assets 2012: $376,4282012Assets 2013: $420,869Liabilities 2013: $14,785Net Assets 2013: $406,0842013Assets 2014: $457,862Liabilities 2014: $12,544Net Assets 2014: $445,3182014Assets 2015: $500,487Liabilities 2015: $15,452Net Assets 2015: $485,0352015Assets 2016: $525,563Liabilities 2016: $18,648Net Assets 2016: $506,9152016Assets 2017: $516,626Liabilities 2017: $17,571Net Assets 2017: $499,0552017Assets 2018: $533,243Liabilities 2018: $17,667Net Assets 2018: $515,5762018Assets 2019: $548,140Liabilities 2019: $18,063Net Assets 2019: $530,0772019Assets 2020: $572,865Liabilities 2020: $18,205Net Assets 2020: $554,6602020Assets 2021: $575,965Liabilities 2021: $20,891Net Assets 2021: $555,0742021Assets 2022: $604,335Liabilities 2022: $15,313Net Assets 2022: $589,0222022Assets 2023: $601,672Liabilities 2023: $16,294Net Assets 2023: $585,3782023Assets 2024: $608,071Liabilities 2024: $16,162Net Assets 2024: $591,9092024Assets 2025: $530,602Liabilities 2025: $19,469Net Assets 2025: $511,1332025

Highlighted filing

2016

Assets$525,563
Liabilities$18,648
Net Assets$506,915
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $185,2842010Expenses 2011: $199,9502011Expenses 2012: $184,0342012Revenue 2013: $234,173Expenses 2013: $204,517Net Income 2013: $29,6562013Revenue 2014: $240,584Expenses 2014: $201,350Net Income 2014: $39,2342014Revenue 2015: $245,050Expenses 2015: $205,333Net Income 2015: $39,7172015Revenue 2016: $252,437Expenses 2016: $230,557Net Income 2016: $21,8802016Revenue 2017: $253,277Expenses 2017: $261,137Net Income 2017: -$7,8602017Revenue 2018: $261,017Expenses 2018: $244,496Net Income 2018: $16,5212018Revenue 2019: $267,636Expenses 2019: $253,135Net Income 2019: $14,5012019Revenue 2020: $273,453Expenses 2020: $248,870Net Income 2020: $24,5832020Revenue 2021: $276,812Expenses 2021: $276,398Net Income 2021: $4142021Revenue 2022: $289,557Expenses 2022: $255,609Net Income 2022: $33,9482022Revenue 2023: $293,747Expenses 2023: $297,391Net Income 2023: -$3,6442023Revenue 2024: $318,443Expenses 2024: $311,912Net Income 2024: $6,5312024Revenue 2025: $331,795Expenses 2025: $412,571Net Income 2025: -$80,7762025

Highlighted filing

2016

Revenue$252,437
Expenses$230,557
Net Income$21,880
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 27, 2017
Return Version
2016v3.0
Gross Receipts
$252,437
Mission and Program Overview

Mission

Low-income housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$344,662$357,539▲ $12,877
Land, Buildings, and Equipment, Net$89,159$92,536▲ $3,377
Cash and Non-Interest-Bearing Accounts$54,725$62,892▲ $8,167
Prepaid Expenses and Deferred Charges$11,941$12,596▲ $655
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$500,487$525,563▲ $25,076
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$7,830$10,862▲ $3,032
Other Liabilities$7,622$7,786▲ $164
Total Liabilities$15,452$18,648▲ $3,196
Net Assets / Fund Balance
Unrestricted Net Assets$485,035$506,915▲ $21,880
Total Net Assets Fund Balance$485,035$506,915▲ $21,880
Total Liabilities and Net Assets / Fund Balance$500,487$525,563▲ $25,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$40,692$502,268$542,960
Other Land Buildings$1,730$126,282$128,012
Leasehold Improvements$24,053$87,472$111,525
Equipment$4,911$39,459$44,370
Land$21,150-$21,150
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Jim DahmPresident
Darrel RusthVice President
Dorthy SteenbeckDirector
Sally Van-HookDirector
Trudy MaffioliManager
Deanna HathawaySecretary/Tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$244,412
Investment Income
$423
Other Revenue
$7,602
Change in Net Assets
$21,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,520
Salaries, Compensation, and Employee Benefits$29,037
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$21,725$2,414-$24,139
Fees for Services Management$15,872$1,763-$17,635
Depreciation Depletion$15,063$1,674-$16,737
Insurance$14,321$1,591-$15,912
Fees for Services Accounting$6,647$738-$7,385
Payroll Taxes$4,408$490-$4,898
Office Expenses$3,090$343-$3,433
Advertising$1,563$174-$1,737
Fees for Services Legal$1,140$127-$1,267
Other Expenses$448$50-$498
Conferences and Meetings$224$25-$249
All Other Expenses$42$5-$47
Total Functional Expenses$207,502$23,055$0$230,557
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$7,786
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Trudy Maffioli WILL REVIEW FORM 990 BEFORE FILING.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“SEE SCHEDULE O”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Luther Square Inc
EIN
93-0588743
Phone
5418840309
Address
2314 Homedale Road, Klamath Falls, OR 97603

Signing Officer

Name
Trudy Maffioli
Title
Manager
Signed
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
0
Employees
3

Preparer

Firm
Accounting Associate CPA Pc
Address
430 Walnut Avenue, KLAMATH FALLS, OR 97601-6073
Preparer
Todd Goebel CPA MBA
Phone
5418848121
Raw XML Appendix390 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.

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IRS990/PYInvestmentIncomeAmt0466
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0179090
IRS990/PYOtherRevenueAmt06203
IRS990/PYProgramServiceRevenueAmt0238381
IRS990/PYRevenuesLessExpensesAmt039717
IRS990/PYSalariesCompEmpBnftPaidAmt026243
IRS990/PYTotalExpensesAmt0205333
IRS990/PYTotalRevenueAmt0245050
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt021880
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0344662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0357539
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt040692
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0502268
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0542960
IRS990ScheduleD/EquipmentGrp/BookValueAmt04911
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039459
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044370
IRS990ScheduleD/LandGrp/BookValueAmt021150
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt021150
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024053
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt087472
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0111525
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01730
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0126282
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0128012
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07786
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092536
IRS990ScheduleD/TotalLiabilityAmt07786
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Trudy Maffioli WILL REVIEW FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0500487
IRS990/TotalAssetsEOYAmt0525563
IRS990/TotalAssetsGrp/BOYAmt0500487
IRS990/TotalAssetsGrp/EOYAmt0525563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023055
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0207502
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230557
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015452
IRS990/TotalLiabilitiesEOYAmt018648
IRS990/TotalLiabilitiesGrp/BOYAmt015452
IRS990/TotalLiabilitiesGrp/EOYAmt018648
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0485035
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0506915
IRS990/TotalProgramServiceExpensesAmt0207502
IRS990/TotalProgramServiceRevenueAmt0244412
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0252437
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252437
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0500487
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0525563
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0485035
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0506915
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Trudy Maffioli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Luther Square Inc
ReturnHeader/Filer/BusinessNameControlTxt0LUTH
ReturnHeader/Filer/EIN0930588743
ReturnHeader/Filer/PhoneNum05418840309
ReturnHeader/Filer/USAddress/AddressLine1Txt02314 Homedale Road
ReturnHeader/Filer/USAddress/CityNm0Klamath Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING ASSOCIATE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 Walnut Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976016073
ReturnHeader/PreparerPersonGrp/PhoneNum05418848121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd Goebel CPA MBA
ReturnHeader/ReturnTs02017-02-28T17:45:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,563
Liabilities
$18,648
Net assets
$506,915
Revenue
$252,437
Expenses
$230,557
Net income
$21,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.31$0.19$5.11$3.32$4.13$0.81
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.16$5.92$3.18$3.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.16$5.85$2.94$2.97$0.04
2022Detailed filing. Detailed filing data is available for this year.$6.04$0.15$5.89$2.90$2.56$0.34
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.21$5.55$2.77$2.76$0.00
2020Detailed filing. Detailed filing data is available for this year.$5.73$0.18$5.55$2.73$2.49$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.18$5.30$2.68$2.53$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.33$0.18$5.16$2.61$2.44$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.17$0.18$4.99$2.53$2.61$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.26$0.19$5.07$2.52$2.31$0.22
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.15$4.85$2.45$2.05$0.40
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.13$4.45$2.41$2.01$0.39
2013Detailed filing. Detailed filing data is available for this year.$4.21$0.15$4.06$2.34$2.05$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.13$3.76$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.15$3.28$2.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.30$2.99$1.85