Civic Intelligence

Chamberlin House Inc.

990 • Fiscal year 2015 • EIN 93-0721567

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 25, 2015

421 Water Ave NE Suite 3100Albany, OR 97321

(541) 967-7729

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

61st percentile

6.6%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$17,231

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

65th percentile

5.7%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

5.0%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$3,160,867

Up $169,272 (+5.7%) from 2014

Net Assets

Up

$3,160,867

Up $169,272 (+5.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$3,079,794

Up $146,869 (+5.0%) from 2014

Expenses

Down

$2,876,334

Down $98,763 (-3.3%) from 2014

Net Income

Up

$203,460

Up $245,632 (+582%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,566,683Liabilities 2011: $307Net Assets 2011: $2,566,3762011Assets 2012: $2,928,444Liabilities 2012: $0Net Assets 2012: $2,928,4442012Assets 2013: $3,184,442Liabilities 2013: $0Net Assets 2013: $3,184,4422013Assets 2014: $2,991,595Liabilities 2014: $0Net Assets 2014: $2,991,5952014Assets 2015: $3,160,867Liabilities 2015: $0Net Assets 2015: $3,160,8672015Assets 2016: $3,642,118Liabilities 2016: $84,978Net Assets 2016: $3,557,1402016Assets 2017: $4,243,745Liabilities 2017: $103,463Net Assets 2017: $4,140,2822017Assets 2018: $4,974,571Liabilities 2018: $118,526Net Assets 2018: $4,856,0452018Assets 2019: $5,119,409Liabilities 2019: $147,021Net Assets 2019: $4,972,3882019Assets 2020: $6,067,558Liabilities 2020: $307,185Net Assets 2020: $5,760,3732020Assets 2021: $7,230,830Liabilities 2021: $267,104Net Assets 2021: $6,963,7262021Assets 2022: $6,567,055Liabilities 2022: $210,178Net Assets 2022: $6,356,8772022Assets 2023: $7,801,536Liabilities 2023: $312,461Net Assets 2023: $7,489,0752023Assets 2024: $8,194,277Liabilities 2024: $304,115Net Assets 2024: $7,890,1622024Assets 2025: $8,585,154Liabilities 2025: $338,391Net Assets 2025: $8,246,7632025

Highlighted filing

2015

Assets$3,160,867
Liabilities$0
Net Assets$3,160,867

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,513,9382011Expenses 2012: $2,454,0682012Expenses 2013: $2,585,5142013Revenue 2014: $2,932,925Expenses 2014: $2,975,097Net Income 2014: -$42,1722014Revenue 2015: $3,079,794Expenses 2015: $2,876,334Net Income 2015: $203,4602015Revenue 2016: $3,302,169Expenses 2016: $2,941,039Net Income 2016: $361,1302016Revenue 2017: $3,814,947Expenses 2017: $3,352,071Net Income 2017: $462,8762017Revenue 2018: $4,226,499Expenses 2018: $3,601,901Net Income 2018: $624,5982018Revenue 2019: $4,339,283Expenses 2019: $4,142,015Net Income 2019: $197,2682019Revenue 2020: $5,172,479Expenses 2020: $4,291,527Net Income 2020: $880,9522020Revenue 2021: $4,934,180Expenses 2021: $4,251,197Net Income 2021: $682,9832021Revenue 2022: $5,283,145Expenses 2022: $5,224,685Net Income 2022: $58,4602022Revenue 2023: $6,847,357Expenses 2023: $5,907,975Net Income 2023: $939,3822023Revenue 2024: $6,683,215Expenses 2024: $6,580,103Net Income 2024: $103,1122024Revenue 2025: $6,786,907Expenses 2025: $6,755,312Net Income 2025: $31,5952025

Highlighted filing

2015

Revenue$3,079,794
Expenses$2,876,334
Net Income$203,460
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 25, 2015
Return Version
2014v5.0
Gross Receipts
$3,079,794
Mission and Program Overview

Mission

To enrich the lives of adults challenged with intellectual and developmental disabilities by providing housing and opportunities to learn, experience and achieve.

Chamberlin house inc. Provides housing and support services for intellectually and developmentally disabled citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,774,274$1,514,250▼ $260,024
Land, Buildings, and Equipment, Net$1,020,371$1,010,052▼ $10,319
Cash and Non-Interest-Bearing Accounts$196,311$357,844▲ $161,533
Savings and Temporary Cash Investments$639$275,486▲ $274,847
Total Assets$2,991,595$3,160,867▲ $169,272
Other Assets Total-$3,235-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,979,105$3,147,077▲ $167,972
Temporarily Rstr Net Assets$12,490$13,790▲ $1,300
Total Net Assets Fund Balance$2,991,595$3,160,867▲ $169,272
Total Liabilities and Net Assets / Fund Balance$2,991,595$3,160,867▲ $169,272

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$762,754$637,536$1,400,290
Equipment$63,418$147,773$211,191
Land$183,880-$183,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Judie Foster-lupkinExective DirectorFT$17,231$17,231

Board Members and Trustees

NameTitle
Darlene CooksBoard Presid
William HaysBoard Secret
Howard RhodesBoard Treasu
Debra AndersonDirector
Elaine ChapmanDirector
Nancy BaisingerDirector
Joy HenkleVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,100
Program Service Revenue
$3,010,766
Investment Income
$53,566
Other Revenue
$13,362
All Other Contributions
$2,100
Change in Net Assets
$203,460

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,079,794
Revenue Not Reported on Form 990
$-34,188
Total Revenue per Audited Statements
$3,045,606
Total Revenue per Form 990
$3,079,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,386,045
Other Expenses$490,289
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,481,839$194,359-$1,676,198
Other Employee Benefits$514,462$18,903-$533,365
Payroll Taxes$157,624$18,858-$176,482
Occupancy$75,182$28,837-$104,019
Depreciation Depletion$82,798--$82,798
Fees for Services Legal$376$46,012-$46,388
Insurance$14,797$19,504-$34,301
All Other Expenses$4,264$16,443-$20,707
Travel$17,300$875-$18,175
Other Expenses$11,083$5,596-$16,679
Office Expenses$3,959$11,376-$15,335
Fees for Services Accounting-$14,057-$14,057
Fees for Service Investment Mgmnt Fees$4,936--$4,936
Fees for Services Other-$301-$301
Total Functional Expenses$2,496,852$379,482$0$2,876,334

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,876,334
Total Expenses per Audited Statements$2,876,334
Total Expenses per Form 990$2,876,334
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
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

A complete copy of form 990 and related schedules were reviewed and approved by the executive director and board of directors prior to filing.

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

The executive director and board of directors enforce the conflicts of interest policy where deemed necessary.

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

The board of directors reviews and approves the executive director's compensation package annually.

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

The board of directors reviews and approves the compensation package for key employees annually.

Form 990, Page 6, Part VI, Line 19

Chamberlin house, inc.'s governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Chamberlin House Inc
EIN
93-0721567
Phone
5419677729
Address
421 WATER AVE NE SUITE 3100, ALBANY, OR 97321

Signing Officer

Name
Darlene Cooks
Title
Board President
Phone
5419677729
Signed
2015-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judie Foster-lupkin
Formed
1980
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
79

Preparer

Firm
Accuity LLC
Address
PO BOX 1072, ALBANY, OR 97321-0415
Preparer
Glen O Kearns CPA
Phone
5412235555
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

Management evaluates tax positions annually based on the guidance in financial accounting standards board (fasb) accounting standards codification (asc) 740. Fasb asc 740 prescribes a comprehensive model for recognizing, measuring, presenting, and disclosing, in the financial statements, tax positions taken or expected to be taken on a tax return, including positions that the organization is exempt from income taxes or not subject to income taxes on unrelated business income. The organization presently discloses or recognizes income tax positions based on managements estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax benefits.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATES TAX POSITIONS ANNUALLY BASED ON THE GUIDANCE IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740. FASB ASC 740 PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING, AND DISCLOSING, IN THE FINANCIAL STATEMENTS, TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING POSITIONS THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENTS ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF FORM 990 AND RELATED SCHEDULES WERE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS ENFORCE THE CONFLICTS OF INTEREST POLICY WHERE DEEMED NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION PACKAGE FOR KEY EMPLOYEES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHAMBERLIN HOUSE, INC.'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0421 WATER AVE NE SUITE 3100
IRS990/USAddress/CityNm0ALBANY
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097321
IRS990/VotingMembersGoverningBodyCnt07
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IRS990/WebsiteAddressTxt0WWW.CHAMBERLINHOUSE.ORG
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARLENE COOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05419677729
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAMBERLIN HOUSE INC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.59$0.34$8.25$6.79$6.76$0.03
2024Detailed filing. Detailed filing data is available for this year.$8.19$0.30$7.89$6.68$6.58$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.80$0.31$7.49$6.85$5.91$0.94
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.21$6.36$5.28$5.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.23$0.27$6.96$4.93$4.25$0.68
2020Detailed filing. Detailed filing data is available for this year.$6.07$0.31$5.76$5.17$4.29$0.88
2019Detailed filing. Detailed filing data is available for this year.$5.12$0.15$4.97$4.34$4.14$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.97$0.12$4.86$4.23$3.60$0.62
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.10$4.14$3.81$3.35$0.46
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.08$3.56$3.30$2.94$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$3.08$2.88$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$2.93$2.98$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$2.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$2.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$2.51