Civic Intelligence

Applegate Partnership Inc

990 • Fiscal year 2023 • EIN 93-1151372

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 14, 2024

Organization ProfileWWW.ARWC.ORG

View Organization Page

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

54th percentile

0.09x

Higher debt load relative to assets than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

95th percentile

104%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

86%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$449,563

Up $229,501 (+104%) from 2022

Net Assets

Up

$411,056

Up $226,121 (+122%) from 2022

Liabilities

Up

$38,507

Up $3,380 (+9.6%) from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin69th percentile

Revenue

Up

$1,461,869

Up $676,865 (+86%) from 2022

Expenses

Up

$1,234,586

Up $314,323 (+34%) from 2022

Net Income

Up

$227,283

Up $362,542 (+268%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2023

Assets$449,563
Liabilities$38,507
Net Assets$411,056
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

2023

Revenue$1,461,869
Expenses$1,234,586
Net Income$227,283
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 14, 2024
Return Version
2023v5.0
Gross Receipts
$1,461,869
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$184,935$411,056▲ $226,121
Cash and Non-Interest-Bearing Accounts$139,751$372,009▲ $232,258
Intangible Assets$73,320$73,320→ $0
Land, Buildings, and Equipment, Net$3,986$3,038▼ $948
Inventories for Sale or Use$2,139--
Total Assets$220,062$449,563▲ $229,501
Other Assets Total$866$1,196▲ $330
Liabilities
Accounts Payable and Accrued Expenses$35,127$38,507▲ $3,380
Total Liabilities$35,127$38,507▲ $3,380
Net Assets / Fund Balance
Total Net Assets Fund Balance$184,935$411,056▲ $226,121
Total Liabilities and Net Assets / Fund Balance$220,062$449,563▲ $229,501

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,038-$3,038
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Geoff BeckerBoard Chair
Alan JournetBoard Member
Heidi MartinsBoard Member
Mary Buckley MikkelsenBoard Member
Mel WannBoard Member
Jack ShipleyBoard Member Emeritus
David RusselExecutive Board Member
Janis Mohr TiptonExecutive Board Member
Kirsten ShockeyExecutive Board Member
Barbara SummerhawkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,276,312
Program Service Revenue
$185,544
Investment Income
$13
Other Revenue
$0
All Other Contributions
$418,736
Change in Net Assets
$227,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$869,296
Salaries, Compensation, and Employee Benefits$365,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$722,212$6,940-$729,152
Other Salaries and Wages$336,772--$336,772
Other Expenses$61,283--$61,283
Conferences and Meetings$34,128--$34,128
Payroll Taxes$28,518--$28,518
Office Expenses$7,546$2,539-$10,085
Occupancy$2,990$3,606-$6,596
Insurance$5,782--$5,782
Advertising-$1,260-$1,260
Fees for Services Accounting$800--$800
Total Functional Expenses$1,220,241$14,345$0$1,234,586
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
2024-04-14
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
75 N 1ST ST, CENTRAL POINT, OR 97502
Preparer
Anthony Martin CPA
Phone
5413260993
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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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IRS990/ProgSrvcAccomActy2Grp/Desc0FISH PASSAGE AND IRRIGATION EFFICIENCY - WILLIAMS CREEK. WE HAVE BEEN WORKING ON TECHNICAL DESIGNS FOR TWO MAJOR FISH PASSAGE BARRIERS IN WILLIAM CREEK. THESE ARE THE LAST TWO BARRIERS ON THIS STREAM. THE WATTS TOPPIN FISH PASSAGE AND IRRIGATION EFFICIENCY ON WILIAMS CREEK AT THE OLDEST WATER RIGHT IN THE SYSTEM. HOWEVER, FUNDING HAS BEEN IN SHORTFALL PUSHING BACK TH IMPLEMENTATION OF THE PROJECT. THE LAUREL HILL FISH PASSAGE PROJECT WILL ADDRESS A LARGE GRAVEL PUSH UP DAM AND THE IMPACTS TO THE STREAM FROM THE HISTORICAL HIGH FLOW REMOVAL OF THEIR CONCRETE STRUCTURE. A LARGE NOAA REST ORATION GRANT WAS SUBMITTED IN 2023 FOR THIS PROJECT. WHEN COMPLETED THESE PROJECTS WILL CREATE EFFICIENCIES TO THE INFRASTRUCTURE THAT WILL AID IN WATER QUANTITY IMPROVEMENTS TO THE CREEK AND A HIGH PRIORITY STREAM THAT IS BARRIER FREE FOR ALL LIFE STAGES OF AQUATIC LIFE.
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. STAFF COMPLETED AND SUBMITTED A CONSERVATION IMPLEMENTATION STRATEGY TO THE NATURAL RESOURCE CONSERVATION SERVICE (NRCS) THAT WILL BRING UPLAND FUEL LOAD TREATMENTS TO LANDOWNERS IN THE UPPER APPLEGATE IN THE FALL OF 2024 AND 2025. WE ALSO SUBMITTED GRANT APPLICATIONS FOR COMMUNITY WILDLIFE PROTECTION PLANS (CWPP) THAT WILL INCLUDE UPDATING THE APPLEGATE COMMUNITY IN JACKSON AND JOSEPHINE COUNTIES COMMUNITY WILDFIRE PROTECTION PLAN. ALL OF THIS WORK WILL COMPLEMENT BLM AND USFS FUELS REDUCTION WORK IN THE UPPER APPLEGATE WATERSHED.
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IRS990ScheduleA/TotalSupportAmt05204698
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03038
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03038
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
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01220241
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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/SignatureDt02024-04-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871407660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 N 1ST ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTRAL POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097502
ReturnHeader/PreparerPersonGrp/PhoneNum05413260993
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY MARTIN CPA
ReturnHeader/ReturnTs02024-05-15T13:18:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$449,563
Liabilities
$38,507
Net assets
$411,056
Revenue
$1,461,869
Expenses
$1,234,586
Net income
$227,283
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