Civic Intelligence

Applegate Partnership Inc

990 • Fiscal year 2022 • EIN 93-1151372

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 04, 2023

PO Box 899Jacksonville, OR 97530

(541) 944-1659

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.16x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.04x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

6th percentile

-31%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$220,062

Down $98,726 (-31%) from 2021

Net Assets

Down

$184,935

Down $103,367 (-36%) from 2021

Liabilities

Up

$35,127

Up $4,641 (+15%) from 2021

Revenue

Down

$785,004

Down $196,316 (-20%) from 2021

Expenses

Down

$920,263

Down $221,062 (-19%) from 2021

Net Income

Up

-$135,259

Up $24,746 (+15%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $349,693Liabilities 2010: $16,880Net Assets 2010: $332,8132010Assets 2011: $355,539Liabilities 2011: $9,264Net Assets 2011: $346,2752011Assets 2012: $125,817Net Assets 2012: $125,8172012Assets 2013: $42,569Net Assets 2013: $42,5692013Assets 2014: $14,343Net Assets 2014: $14,3432014Assets 2015: $21,898Liabilities 2015: $4,301Net Assets 2015: $17,5972015Assets 2016: $39,441Liabilities 2016: $9,502Net Assets 2016: $29,9392016Assets 2017: $82,254Liabilities 2017: $17,644Net Assets 2017: $64,6102017Assets 2018: $148,870Liabilities 2018: $11,531Net Assets 2018: $137,3392018Assets 2019: $140,008Liabilities 2019: $23,633Net Assets 2019: $116,3752019Assets 2020: $538,601Liabilities 2020: $77,608Net Assets 2020: $460,9932020Assets 2021: $318,788Liabilities 2021: $30,486Net Assets 2021: $288,3022021Assets 2022: $220,062Liabilities 2022: $35,127Net Assets 2022: $184,9352022Assets 2023: $449,563Liabilities 2023: $38,507Net Assets 2023: $411,0562023Assets 2024: $176,205Liabilities 2024: $8,476Net Assets 2024: $167,7292024

Highlighted filing

2022

Assets$220,062
Liabilities$35,127
Net Assets$184,935

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $96,773Expenses 2010: $162,822Net Income 2010: -$66,0492010Revenue 2011: $129,407Expenses 2011: $115,945Net Income 2011: $13,4622011Revenue 2012: $154,614Expenses 2012: $177,931Net Income 2012: -$23,3172012Revenue 2013: $198,633Expenses 2013: $281,881Net Income 2013: -$83,2482013Revenue 2014: $165,640Expenses 2014: $193,866Net Income 2014: -$28,2262014Revenue 2015: $227,703Expenses 2015: $239,760Net Income 2015: -$12,0572015Revenue 2016: $302,037Expenses 2016: $284,494Net Income 2016: $17,5432016Revenue 2017: $605,316Expenses 2017: $570,645Net Income 2017: $34,6712017Revenue 2018: $614,299Expenses 2018: $541,570Net Income 2018: $72,7292018Revenue 2019: $541,197Expenses 2019: $545,799Net Income 2019: -$4,6022019Revenue 2020: $1,632,247Expenses 2020: $1,298,978Net Income 2020: $333,2692020Revenue 2021: $981,320Expenses 2021: $1,141,325Net Income 2021: -$160,0052021Revenue 2022: $785,004Expenses 2022: $920,263Net Income 2022: -$135,2592022Revenue 2023: $1,461,869Expenses 2023: $1,234,586Net Income 2023: $227,2832023Revenue 2024: $1,677,435Expenses 2024: $1,843,835Net Income 2024: -$166,4002024

Highlighted filing

2022

Revenue$785,004
Expenses$920,263
Net Income-$135,259
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 4, 2023
Return Version
2022v5.0
Gross Receipts
$785,004
Mission and Program Overview

Mission

Promote ecosystem helath across the applegate watershed thro ugh education & restoration carried out in ptrship w/ landow ners, agencies & other interested parties contributing to th e local economy & community.

Promote ecosystem health across the applegate watershed through stewartship education and restoration carried out in ptrship with landowners, agencies,

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$288,302$184,935▼ $103,367
Cash and Non-Interest-Bearing Accounts$239,344$139,751▼ $99,593
Intangible Assets$73,320$73,320→ $0
Land, Buildings, and Equipment, Net$3,986$3,986→ $0
Inventories for Sale or Use$2,138$2,139▲ $1
Total Assets$318,788$220,062▼ $98,726
Other Assets Total-$866-
Liabilities
Accounts Payable and Accrued Expenses$30,486$35,127▲ $4,641
Total Liabilities$30,486$35,127▲ $4,641
Net Assets / Fund Balance
Total Net Assets Fund Balance$288,302$184,935▼ $103,367
Total Liabilities and Net Assets / Fund Balance$318,788$220,062▼ $98,726

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,986-$3,986
Compensation and Service Providers

Board Members and Trustees

NameTitle
Geoff BeckerBoard Chair
Alan JournetBoard Member
David RusselBoard Member
Heidi MartinsBoard Member
Janis Mohr TiptonBoard Member
Kirsten ShockeyBoard Member
Mary Buckley MikkelsenBoard Member
Mel WannBoard Member
Jack ShipleyBoard Member Emeritus
Barbara SummerhawkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$784,991
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$0
All Other Contributions
$239,023
Change in Net Assets
$-135,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$625,262
Salaries, Compensation, and Employee Benefits$295,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$544,813$6,050-$550,863
Other Salaries and Wages$272,050--$272,050
Payroll Taxes$22,951--$22,951
Conferences and Meetings$14,342--$14,342
Office Expenses$5,899$4,390-$10,289
Insurance$10,015--$10,015
Occupancy$2,530$2,740-$5,270
Advertising-$3,364-$3,364
Other Expenses$3,129--$3,129
Fees for Services Legal$1,890--$1,890
Total Functional Expenses$903,719$16,544$0$920,263
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990-EZ, Part VI

See list of board members previously noted

990, Part VI, Line 19

Board provides conflict of interest policy, financial statements, governing documents available upon request and or at board meetings which are open to the public

990, Part VI, Line 11B

Tax RETURN IS REVIEWED BY A CPA AND THEN FURTHER REVIEWED/PRESENTED AT BOARD MEETING FOLLOWING THE FILING OF THE RETURN

Filing and Contact Details

Filer

Filer Name
Applegate Partnership Inc
EIN
93-1151372
Phone
5419441659
Address
PO BOX 899, JACKSONVILLE, OR 97530

Signing Officer

Name
Geoff Becker
Title
Board Chair
Phone
5419441659
Signed
2023-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geoff Becker
Formed
1994
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Martin CPA LLC
Address
40 N FRONT ST STE 4, CENTRAL POINT, OR 97502
Preparer
Anthony Martin CPA
Phone
5416215177
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE WATTS TOPPIN FISH PASSAGE PROJECT CONTINUED TO ADDRESS PLANNING AND TECHNICAL DESIGN TO IMPROVE FISH PASSAGE AND IRRIGATION EFFICIENCY ON WILLI AMS CREEK AT TEH OLDEST WATER RIGHT IN THE SYSTEM. THE CONTRACTED ENGINEER, WATERWAYS CONSULTING (HTTPS://WWW.WATWAYS.COM/), AGENCY TECHNICAL REVIEW TE AM AND PROJECT MANAGERS HAVE WORKED TO COMPLETE DESIGNS AND PERMITTING. TIM ING DID NOT ALLOW APPPOINTMENT OF A CONTRACTOR FOR THE 2023 INSTREAM WORK SEASON. THIS PROJECT WILL BE CONSTRUCTED IN 2024 AND IRRIGATION EFFICIENCY TECHNICAL ASSISTANCE WILL CONTINUE TO HELP IMPROVE THE WATER RIGHTS CONVEY ANCE TO WATER USERS. THIS PROJECT WILL CREATE EFFICIENCIES TO THE INFRASTRU CTURE THAT WILL AID IN WATER QUANTITY IMPROVEMENTS TO THE CREEK.
IRS990/ProgSrvcAccomActy3Grp/Desc0CONSERVATION IMPLEMENTATION STRATEGY FOR UPLAND FUELS REDUCTION THE ORGANIZATION HAS BEEN WORKING WITH LOCAL AGENCIES AND NON-PROFIT ORGANIZATIONS ON FUELS REDUCTION PROJECTS IN THE APPLEGATE WATERSHED. IN 2022 WE FOCUSED ON PARTNERSHIPS THAT IMPLEMENTED FUEL BREAKS ON STRATEGIC ROADWAYS THAT ARE INTEGRAL FOR LANDOWNER INGRESS AND EGRESS TO SAFETY DURIN G POTENTIAL WILDFIRES. WE ALSO BEGAN THE DEVELOPMENT OF A CONSERVATION IMPLEMENTATION STRATEGY THAT COMPLEMENTS BLM AND USFS FUELS REDUCTION WORK IN THE UPPER APPLEGATE WATERSHED. THIS PLANNING WILL PROVIDE PRIVATE LANDOWNERS WITH FUELS REDUCTION FUNDING IN THE NEAR FUTURE THAT COMPLEMENTS FEDERAL PROJECTS.
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0288302
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0184935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0784991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0978990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01623208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0541197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0610179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04538565
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04538565
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0784991
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0978990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01623208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0541197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0610179
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04538565
IRS990ScheduleA/TotalSupportAmt04538565
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03986
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03986
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03986
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE LIST OF BOARD MEMBERS PREVIOUSLY NOTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD PROVIDES CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AND OR AT BOARD MEETINGS WHICH ARE OPEN TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Tax RETURN IS REVIEWED BY A CPA AND THEN FURTHER REVIEWED/PRESENTED AT BOARD MEETING FOLLOWING THE FILING OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990, Part VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0318788
IRS990/TotalAssetsEOYAmt0220062
IRS990/TotalAssetsGrp/BOYAmt0318788
IRS990/TotalAssetsGrp/EOYAmt0220062
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0784991
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016544
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0903719
IRS990/TotalFunctionalExpensesGrp/TotalAmt0920263
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030486
IRS990/TotalLiabilitiesEOYAmt035127
IRS990/TotalLiabilitiesGrp/BOYAmt030486
IRS990/TotalLiabilitiesGrp/EOYAmt035127
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0288302
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184935
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0785004
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0318788
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0220062
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 899
IRS990/USAddress/CityNm0JACKSONVILLE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097530
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFF BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05419441659
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLEGATE PARTNERSHIP INC
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0931151372
ReturnHeader/Filer/PhoneNum05419441659
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 899
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871407660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 N FRONT ST STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTRAL POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097502
ReturnHeader/PreparerPersonGrp/PhoneNum05416215177
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY MARTIN CPA
ReturnHeader/ReturnTs02023-08-25T09:55:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$1.68$1.84$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.41$1.46$1.23$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$0.79$0.92$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.29$0.98$1.14$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.08$0.46$1.63$1.30$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.02$0.12$0.54$0.55$0.00
2018Summary only. Only limited summary data is available for this year.$0.15$0.01$0.14$0.61$0.54$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.02$0.06$0.61$0.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.03$0.30$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.23$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.17$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.20$0.28$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.15$0.18$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.35$0.13$0.12$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.02$0.33$0.10$0.16$0.07