Civic Intelligence

Down Syndrome Association of Southern Oregon Inc

990EZ • Fiscal year 2015 • EIN 93-0742692

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

665 A StreetAshland, OR 97520

(541) 601-4748

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$43,303

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 50.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$71,977

Up $2,346 (+3.4%) from 2014

Net Assets

Up

$70,879

Up $2,127 (+3.1%) from 2014

Liabilities

Up

$1,098

Up $219 (+25%) from 2014

Revenue

Down

$85,861

Down $23,112 (-21%) from 2014

Expenses

Down

$83,734

Down $4,336 (-4.9%) from 2014

Net Income

Down

$2,127

Down $18,776 (-90%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $50,430Liabilities 2011: $02011Assets 2012: $52,681Liabilities 2012: $02012Assets 2013: $47,849Net Assets 2013: $47,8492013Assets 2014: $69,631Liabilities 2014: $879Net Assets 2014: $68,7522014Assets 2015: $71,977Liabilities 2015: $1,098Net Assets 2015: $70,8792015Assets 2016: $71,778Liabilities 2016: $1,1112016Assets 2017: $54,654Liabilities 2017: $1062017Assets 2018: $58,492Liabilities 2018: $477Net Assets 2018: $58,0152018Assets 2019: $43,438Liabilities 2019: $1,623Net Assets 2019: $41,8152019Assets 2020: $36,258Liabilities 2020: $37Net Assets 2020: $36,2212020

Highlighted filing

2015

Assets$71,977
Liabilities$1,098
Net Assets$70,879

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $69,211Expenses 2011: $53,118Net Income 2011: $16,0932011Revenue 2012: $117,409Expenses 2012: $115,158Net Income 2012: $2,2512012Revenue 2013: $82,753Expenses 2013: $88,542Net Income 2013: -$5,7892013Revenue 2014: $108,973Expenses 2014: $88,070Net Income 2014: $20,9032014Revenue 2015: $85,861Expenses 2015: $83,734Net Income 2015: $2,1272015Revenue 2016: $72,045Expenses 2016: $72,257Net Income 2016: -$2122016Revenue 2017: $17,278Expenses 2017: $33,397Net Income 2017: -$16,1192017Revenue 2018: $12,760Expenses 2018: $9,293Net Income 2018: $3,4672018Revenue 2019: $12,648Expenses 2019: $28,848Net Income 2019: -$16,2002019Revenue 2020: $17,255Expenses 2020: $22,849Net Income 2020: -$5,5942020

Highlighted filing

2015

Revenue$85,861
Expenses$83,734
Net Income$2,127
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$91,682
Mission and Program Overview

Mission

To enhance the life opportunities for individuals with down syndrome and their families.

Program Services

DescriptionGrantsExpenses
Reading About Me - The organization produced a beginning reading program that gives parents, teachers and others the ability to teach individuals with down syndrome to read using a highly effective personalized curriculum.-$41,335
Tiered Peer Mentor Project - The organization gave college majors an opportunity to mentor at risk high school students, who in turn, taught reading to at risk preschool students, helping all succeed in school.-$33,816
Socials - The organization continued to hold monthly socials which are instrumental in developing connections between our families, sharing information and providing support, encouragement and celebration of achievements.-$4,792
Public Awareness and Education - The organization maintained an informational website, printed and distributed New Parent Packets, hosted training workshops and provided a Parents and Schools in Partnership program to promote sta-$2,717
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce RogersExecutive DirectorFT$43,303-$43,303
David CurryPresident-$0--
Kim TomlinsonSecretary-$0--
Deb EvansTreasurer-$0--
Tammy EkstrandDirector-$0--
Linda DetweilerDirector-$0--
Barbara BeersDirector-$0--
Ron SchaafDirector-$0--
Laura EisenhauerDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step Up for Down Syndrome$19,578$19,578$3,215$16,363
Butterfly Awareness Mobiles$9,048$9,048$846$8,202
Total Events$35,017$35,017$5,613$29,404
Filing and Contact Details

Filer

Filer Name
Down Syndrome Association of Southern Oregon Inc
EIN
93-0742692
Phone
5416014748
Address
665 A STREET, ASHLAND, OR 97520

Signing Officer

Name
Deb Evans
Title
Treasurer
Signed
2016-09-15
Discuss with paid preparer
No

Preparer

Firm
Norris & Peterson LLC
Address
993 Siskiyou Boulevard Unit 4, Ashland, OR 97520
Preparer
Marlin J Peterson
Phone
5414889700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Tiered Peer Mentor Project - The organization gave college majors an opportunity to mentor at risk high school students, who in turn, taught reading to at risk preschool students, helping all succeed in school. Grants and allocations 0, Program service expenses 33,816

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 434

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 304

Form 990-EZ, Part I, Line 16, Other Expenses

Depreciation 64

Form 990-EZ, Part I, Line 16, Other Expenses

Bank charges 130

Form 990-EZ, Part I, Line 16, Other Expenses

Dues and fees 270

Form 990-EZ, Part I, Line 16, Other Expenses

Reimbursed mileage 228

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 2,459

Form 990-EZ, Part I, Line 16, Other Expenses

Office supplies 1,393

Form 990-EZ, Part I, Line 16, Other Expenses

Community support groups 39

Form 990-EZ, Part I, Line 16, Other Expenses

Public awareness expenses 588

Form 990-EZ, Part I, Line 16, Other Expenses

Reading program expenses 8,945

Form 990-EZ, Part I, Line 16, Other Expenses

Social expenses 1,037

Form 990-EZ, Part I, Line 16, Other Expenses

Technology expenses 1,188

Form 990-EZ, Part I, Line 16, Other Expenses

Annual registration 82

Form 990-EZ, Part I, Line 16, Other Expenses

Tiered Peer Mentor 7,318

Form 990-EZ, Part I, Line 16, Other Expenses

New Parent Support 95

Form 990-EZ, Part II, Line 24, Other Assets

Computer Equipment Net of Depreciation Beginning of year 96, End of year 32

Form 990-EZ, Part II, Line 26, Liabilities

Payroll Liabilities Beginning of year 879, End of year 1,098

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tiered Peer Mentor Project - The organization gave college majors an opportunity to mentor at risk high school students, who in turn, taught reading to at risk preschool students, helping all succeed in school. Grants and allocations 0, Program service expenses 33,816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation 64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank charges 130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and fees 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Reimbursed mileage 228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 2,459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office supplies 1,393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Community support groups 39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Public awareness expenses 588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Reading program expenses 8,945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Social expenses 1,037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Technology expenses 1,188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Annual registration 82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Tiered Peer Mentor 7,318
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Deb Evans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOWN SYNDROME ASSOCIATION OF SOUTHERN OREGON INC
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0930742692
ReturnHeader/Filer/PhoneNum05416014748
ReturnHeader/Filer/USAddress/AddressLine1Txt0665 A STREET
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Peterson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0993 Siskiyou Boulevard Unit 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097520
ReturnHeader/PreparerPersonGrp/PhoneNum05414889700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-15T04:01:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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