Civic Intelligence

Down Syndrome Association of Southern Oregon Inc

990EZ • Fiscal year 2019 • EIN 93-0742692

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

660 Forest Ridge DriveMedford, OR 97504

(541) 601-4748

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.13x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-128%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

-0.9%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$43,438

Down $15,054 (-26%) from 2018

Net Assets

Down

$41,815

Down $16,200 (-28%) from 2018

Liabilities

Up

$1,623

Up $1,146 (+240%) from 2018

Revenue

Down

$12,648

Down $112 (-0.9%) from 2018

Expenses

Up

$28,848

Up $19,555 (+210%) from 2018

Net Income

Down

-$16,200

Down $19,667 (-567%) from 2018

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

2019

Assets$43,438
Liabilities$1,623
Net Assets$41,815

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

2019

Revenue$12,648
Expenses$28,848
Net Income-$16,200
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$12,648
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Night to Shine - The organizaion worked to host a prom for high schoolers with diabilities-$15,399
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.-$6,591
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-$4,029
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.-$2,829
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca WrenPresident-$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
660 FOREST RIDGE DRIVE, MEDFORD, OR 97504

Signing Officer

Name
Joyce Wilson
Title
Executive Director
Signed
2020-11-12
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 6,591

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

Conferences, conventions, and meetings 231

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

Bank charges 36

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

Dues and fees 50

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

Insurance 2,791

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

Office supplies 1,615

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

Project Up expenses 860

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

Social expenses 604

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 1,407

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

Night to Shine 3,287

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

Payroll Liabilities Beginning of year 477, End of year 1,623

Raw XML Appendix183 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OtherExpensesTotalAmt012137
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IRS990EZ/PrimaryExemptPurposeTxt0To enhance the life opportunities for individuals with down syndrome and their families.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Night to Shine - The organizaion worked to host a prom for high schoolers with diabilities
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04029
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22829
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36591
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056620
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0139508
IRS990ScheduleA/TotalSupportAmt0139956
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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 6,591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and fees 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 2,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office supplies 1,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Project Up expenses 860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social expenses 604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Technology expenses 1,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tiered Peer Mentor 1,407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Night to Shine 3,287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll Liabilities Beginning of year 477, End of year 1,623
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INCLUSION WORKS
ReturnHeader/Filer/BusinessNameControlTxt0INCL
ReturnHeader/Filer/EIN0930742692
ReturnHeader/Filer/PhoneNum05416014748
ReturnHeader/Filer/USAddress/AddressLine1Txt0660 FOREST RIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097504
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.142.131.4
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:31:53
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T12:58:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings