Civic Intelligence

Windsor Place Inc.

990 • Fiscal year 2018 • EIN 93-0803423

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 25, 2019

3009 Windsor Ave NESalem, OR 97301

(503) 581-0393

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

7.6%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$91,188

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

60th percentile

4.1%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.6%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,124,887

Up $83,848 (+4.1%) from 2017

Net Assets

Up

$2,097,318

Up $90,527 (+4.5%) from 2017

Liabilities

Down

$27,569

Down $6,679 (-20%) from 2017

Revenue

Up

$1,187,735

Up $18,608 (+1.6%) from 2017

Expenses

Up

$1,097,208

Up $54,911 (+5.3%) from 2017

Net Income

Down

$90,527

Down $36,303 (-29%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,452,369Liabilities 2011: $117,767Net Assets 2011: $1,334,6022011Assets 2012: $1,508,109Liabilities 2012: $100,536Net Assets 2012: $1,407,5732012Assets 2013: $1,577,283Liabilities 2013: $91,718Net Assets 2013: $1,485,5652013Assets 2014: $1,650,916Liabilities 2014: $70,797Net Assets 2014: $1,580,1192014Assets 2015: $1,803,152Liabilities 2015: $68,219Net Assets 2015: $1,734,9332015Assets 2016: $1,937,229Liabilities 2016: $57,268Net Assets 2016: $1,879,9612016Assets 2017: $2,041,039Liabilities 2017: $34,248Net Assets 2017: $2,006,7912017Assets 2018: $2,124,887Liabilities 2018: $27,569Net Assets 2018: $2,097,3182018Assets 2019: $2,227,152Liabilities 2019: $33,164Net Assets 2019: $2,193,9882019Assets 2020: $2,284,886Liabilities 2020: $20,185Net Assets 2020: $2,264,7012020Assets 2021: $2,387,399Liabilities 2021: $28,760Net Assets 2021: $2,358,6392021Assets 2022: $2,500,814Liabilities 2022: $49,024Net Assets 2022: $2,451,7902022Assets 2023: $2,499,904Liabilities 2023: $51,683Net Assets 2023: $2,448,2212023Assets 2024: $2,443,583Liabilities 2024: $51,279Net Assets 2024: $2,392,3042024Assets 2025: $2,320,297Liabilities 2025: $46,734Net Assets 2025: $2,273,5632025

Highlighted filing

2018

Assets$2,124,887
Liabilities$27,569
Net Assets$2,097,318

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $917,8362011Expenses 2012: $985,0792012Expenses 2013: $1,002,6002013Revenue 2014: $1,119,307Expenses 2014: $1,024,753Net Income 2014: $94,5542014Revenue 2015: $1,157,914Expenses 2015: $1,003,100Net Income 2015: $154,8142015Revenue 2016: $1,163,793Expenses 2016: $1,018,765Net Income 2016: $145,0282016Revenue 2017: $1,169,127Expenses 2017: $1,042,297Net Income 2017: $126,8302017Revenue 2018: $1,187,735Expenses 2018: $1,097,208Net Income 2018: $90,5272018Revenue 2019: $1,250,234Expenses 2019: $1,153,564Net Income 2019: $96,6702019Revenue 2020: $1,321,888Expenses 2020: $1,251,175Net Income 2020: $70,7132020Revenue 2021: $1,380,371Expenses 2021: $1,286,433Net Income 2021: $93,9382021Revenue 2022: $1,491,525Expenses 2022: $1,398,374Net Income 2022: $93,1512022Revenue 2023: $1,474,459Expenses 2023: $1,478,028Net Income 2023: -$3,5692023Revenue 2024: $1,520,326Expenses 2024: $1,576,243Net Income 2024: -$55,9172024Revenue 2025: $1,537,158Expenses 2025: $1,655,899Net Income 2025: -$118,7412025

Highlighted filing

2018

Revenue$1,187,735
Expenses$1,097,208
Net Income$90,527
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 25, 2019
Return Version
2017v2.3
Gross Receipts
$1,187,735
Mission and Program Overview

Mission

To provide brain-injured adults with a relaxed, comfortable environment while offering a specialized program of skill development designed to enable each individual to achieve their highest level of personal independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,615,133$1,639,202▲ $24,069
Land, Buildings, and Equipment, Net$347,708$402,806▲ $55,098
Accounts Receivable$78,198$82,879▲ $4,681
Total Assets$2,041,039$2,124,887▲ $83,848
Liabilities
Accounts Payable and Accrued Expenses$19,452$16,171▼ $3,281
Mortgage Notes Payable Secured by Investment Property$14,796$11,398▼ $3,398
Total Liabilities$34,248$27,569▼ $6,679
Net Assets / Fund Balance
Unrestricted Net Assets$1,901,791$2,097,318▲ $195,527
Temporarily Rstr Net Assets$105,000--
Total Net Assets Fund Balance$2,006,791$2,097,318▲ $90,527
Total Liabilities and Net Assets / Fund Balance$2,041,039$2,124,887▲ $83,848

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$304,691$764,836$1,069,527
Equipment$26,895$179,487$206,382
Other Land Buildings$40,220-$40,220
Land$31,000-$31,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan HunterExcutive DirectorFT$91,188$91,188

Board Members and Trustees

NameTitle
Steve KeatonPresident
Paige BlessingPast Secreta
Paul MillerSecretary
Carol LeekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$608
Program Service Revenue
$1,186,960
Investment Income
$167
Other Revenue
$0
All Other Contributions
$608
Change in Net Assets
$90,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,187,735
Total Revenue per Audited Statements
$1,187,735
Total Revenue per Form 990
$1,187,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$779,648
Other Expenses$317,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$525,338--$525,338
Other Employee Benefits$93,015$11,833-$104,848
Current Officers, Directors, Trustees, and Key Employees-$93,770-$93,770
Fees for Services Other$83,094$6,474-$89,568
Payroll Taxes$47,578$8,114-$55,692
Depreciation Depletion$39,167$4,352-$43,519
All Other Expenses$21,129$16,423-$37,552
Insurance$19,726--$19,726
Office Expenses-$19,168-$19,168
Fees for Services Accounting-$11,500-$11,500
Other Expenses$9,063--$9,063
Advertising-$965-$965
Interest$396--$396
Total Functional Expenses$924,609$172,599$0$1,097,208

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,097,208
Total Expenses per Audited Statements$1,097,208
Total Expenses per Form 990$1,097,208
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
Backup withholding compliance
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
No
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

The organization engages a cpa firm to prepare the annual 990, a draft of the return is reviewed by the board of directors and executive director prior to signing and authorizing the filing of the returns.

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

The board looks at anything that might be a conflict of interest as needed at the board meetings.

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

The board evaluates the compensation of the executive director annually during an executive session in which the director is not present. This evaluation is included in the minutes.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon 24 hour request as information is kept locked in storage and in the executive director's office.

Filing and Contact Details

Filer

Filer Name
Windsor Place Inc
EIN
93-0803423
Phone
5035810393
Address
3009 WINDSOR AVE NE, SALEM, OR 97301

Signing Officer

Name
Susan Hunter
Title
Excutive Director
Phone
5035810393
Signed
2019-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Keaton
Formed
1989
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
24
Volunteers
10

Preparer

Firm
Doty Pruett Wilson Pc
Address
447 STATE STREET, SALEM, OR 97301
Preparer
Ben Wilson
Phone
5033629152
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide brain-injured adults with a relaxed, comfortable environment while offering a specialized program of skill development designed to enable each individual to achieve their highest level of personal independence.

Financial Statement Notes

Schedule D, Page 3, Part X

Windsor place, inc. Is exempt from federal income taxes under section 501 (c)(3) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. There was no unrelated business income for 2018 or 2017. The organization believes that it has appropriate support for any tax provisions taken, and as such, does not have any uncertain tax provisions that are material to the financial statements. The organization's form 990, return of organization exempt from income tax, for the years ending 2017, 2016, and 2015 are subject to examination by the irs, generally for 3 years after they were filed.

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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/ExplanationTxt0WINDSOR PLACE, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2018 OR 2017. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX PROVISIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX PROVISIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2017, 2016, AND 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0402806
IRS990ScheduleD/TotalExpensesPerForm990Amt01097208
IRS990ScheduleD/TotalRevenuePerForm990Amt01187735
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01187735
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01097208
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE BRAIN-INJURED ADULTS WITH A RELAXED, COMFORTABLE ENVIRONMENT WHILE OFFERING A SPECIALIZED PROGRAM OF SKILL DEVELOPMENT DESIGNED TO ENABLE EACH INDIVIDUAL TO ACHIEVE THEIR HIGHEST LEVEL OF PERSONAL INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENGAGES A CPA FIRM TO PREPARE THE ANNUAL 990, A DRAFT OF THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR PRIOR TO SIGNING AND AUTHORIZING THE FILING OF THE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD LOOKS AT ANYTHING THAT MIGHT BE A CONFLICT OF INTEREST AS NEEDED AT THE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD EVALUATES THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY DURING AN EXECUTIVE SESSION IN WHICH THE DIRECTOR IS NOT PRESENT. THIS EVALUATION IS INCLUDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON 24 HOUR REQUEST AS INFORMATION IS KEPT LOCKED IN STORAGE AND IN THE EXECUTIVE DIRECTOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0105000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02041039
IRS990/TotalAssetsEOYAmt02124887
IRS990/TotalAssetsGrp/BOYAmt02041039
IRS990/TotalAssetsGrp/EOYAmt02124887
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0608
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0172599
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0924609
IRS990/TotalFunctionalExpensesGrp/TotalAmt01097208
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034248
IRS990/TotalLiabilitiesEOYAmt027569
IRS990/TotalLiabilitiesGrp/BOYAmt034248
IRS990/TotalLiabilitiesGrp/EOYAmt027569
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02006791
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02097318
IRS990/TotalProgramServiceExpensesAmt0924609
IRS990/TotalProgramServiceRevenueAmt01186960
IRS990/TotalReportableCompFromOrgAmt091188
IRS990/TotalRevenueGrp/ExclusionAmt0167
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01186960
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01187735
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02041039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02124887
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01901791
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02097318
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0452 CHANDELLE CT NE
IRS990/USAddress/CityNm0SALEM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097301
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WINDSORPLACESALEM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HUNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXCUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05035810393
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDSOR PLACE INC
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0930803423
ReturnHeader/Filer/PhoneNum05035810393
ReturnHeader/Filer/USAddress/AddressLine1Txt03009 WINDSOR AVE NE
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07413DEB27925A32FF8048C49E95EE65CBC137797
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07413DEB27925A32FF8048C49E95EE65CBC137797
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.151.6.8
ReturnHeader/FilingSecurityInformation/IPDt02019-02-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:06:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930792674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOTY PRUETT WILSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0447 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097301
ReturnHeader/PreparerPersonGrp/PhoneNum05033629152
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN WILSON
ReturnHeader/ReturnTs02019-02-01T10:06:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.05$2.27$1.54$1.66$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.05$2.39$1.52$1.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.05$2.45$1.47$1.48$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.05$2.45$1.49$1.40$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$1.38$1.29$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.02$2.26$1.32$1.25$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.03$2.19$1.25$1.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.10$1.19$1.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$1.17$1.04$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.06$1.88$1.16$1.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.07$1.73$1.16$1.00$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.07$1.58$1.12$1.02$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.09$1.49$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.10$1.41$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.12$1.33$0.92