Civic Intelligence

Down Syndrome Association of Southern Oregon Inc

990EZ • Fiscal year 2017 • EIN 93-0742692

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,968

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 109.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$54,654

Flat from 2017

Net Assets

$54,548

No earlier filing loaded for comparison.

Liabilities

Flat

$106

Flat from 2017

Revenue

Flat

$17,278

Flat from 2017

Expenses

Flat

$33,397

Flat from 2017

Net Income

Flat

-$16,119

Flat from 2017

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: $106Net Assets 2017: $54,5482017Assets 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

2017

Assets$54,654
Liabilities$106
Net Assets$54,548

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 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

2017

Revenue$17,278
Expenses$33,397
Net Income-$16,119
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$18,391
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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.-$25,606
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.-$3,526
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.-$3,028
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-$777
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce WilsonExecutive DirectorFT$18,968-$18,968
Tammy CriswellPresident-$0--
Regina LindsayVice President-$0--
Rebecca WrenTreasurer-$0--
Linda DetwilerSecretary-$0--
Kim TomlinsonDirector-$0--
Randy WilsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Inclusion Works
EIN
93-0742692
Phone
5416014748
Address
665 A STREET, ASHLAND, OR 97520

Signing Officer

Name
Joyce Wilson
Title
Executive Director
Signed
2018-11-14
Discuss with paid preparer
No

Preparer

Firm
M Peterson LLC
Address
750 A Street Unit D, 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 25,606

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

Bank charges 180

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

Dues and fees 197

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

Insurance 2,515

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

Office supplies 881

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

Public awareness expenses 96

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

Reading program expenses 373

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

Social expenses 435

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

Technology expenses 1,256

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

Tiered Peer Mentor 3,157

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

rounding 1

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

Payroll Liabilities Beginning of year 1,111, End of year 106

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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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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 25,606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank charges 180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and fees 197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 2,515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office supplies 881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Public awareness expenses 96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Reading program expenses 373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social expenses 435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Technology expenses 1,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tiered Peer Mentor 3,157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10rounding 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll Liabilities Beginning of year 1,111, End of year 106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
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 II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INCLUSION WORKS
ReturnHeader/Filer/BusinessNameControlTxt0INCL
ReturnHeader/Filer/EIN0930742692
ReturnHeader/Filer/PhoneNum05416014748
ReturnHeader/Filer/USAddress/AddressLine1Txt0665 A STREET
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ReturnHeader/FilingSecurityInformation/IPTm017:30:41
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 A Street Unit D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
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ReturnHeader/PreparerPersonGrp/PhoneNum05414889700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/ReturnTs02018-11-14T11:10:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings