Civic Intelligence

Down Syndrome Association of Southern Oregon Inc

990EZ • Fiscal year 2018 • EIN 93-0742692

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$58,492

Up $3,838 (+7.0%) from 2017

Net Assets

$58,015

No earlier filing loaded for comparison.

Liabilities

Up

$477

Up $371 (+350%) from 2017

Revenue

Down

$12,760

Down $4,518 (-26%) from 2017

Expenses

Down

$9,293

Down $24,104 (-72%) from 2017

Net Income

Up

$3,467

Up $19,586 (+122%) 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: $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

2018

Assets$58,492
Liabilities$477
Net Assets$58,015

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

2018

Revenue$12,760
Expenses$9,293
Net Income$3,467
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$12,760
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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-$4,810
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.-$4,162
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.-$320
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca WrenPresident-$0--
Lauri EisenhauerVice President-$0--
Kelly SmithTreasurer-$0--
Stacy CalkinsSecretary-$0--
Tammy CriswellDirector-$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
2019-10-10
Discuss with paid preparer
Yes

Preparer

Firm
M Peterson LLC
Address
PO Box 280, 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 4,162

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

Conferences, conventions, and meetings 100

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

Bank charges 61

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

Dues and fees 175

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

Insurance 1,191

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

Office supplies 120

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

Project Up expenses 864

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

Reading program expenses 58

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

Tiered Peer Mentor 748

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

Payroll Liabilities Beginning of year 106, End of year 477

Raw XML Appendix171 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Socials - 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Tiered 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.
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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 4,162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and fees 175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office supplies 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Project Up expenses 864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Reading program expenses 58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tiered Peer Mentor 748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll Liabilities Beginning of year 106, End of year 477
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 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/SignatureDt02019-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INCLUSION WORKS
ReturnHeader/Filer/BusinessNameControlTxt0INCL
ReturnHeader/Filer/EIN0930742692
ReturnHeader/Filer/PhoneNum05416014748
ReturnHeader/Filer/USAddress/AddressLine1Txt0665 A STREET
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/FilingSecurityInformation/IPTm018:07:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M Peterson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097520
ReturnHeader/PreparerPersonGrp/PhoneNum05414889700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/ReturnTs02019-10-10T11:08:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.

Filings