Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2015 • EIN 93-1318366

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 10, 2016

Organization ProfileN/A

Refreshing map…

390 South 2nd StreetCoos Bay, OR 97420

(541) 756-1202

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$44,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$400,358

Up $42,606 (+12%) from 2014

Net Assets

Up

$386,878

Up $44,068 (+13%) from 2014

Liabilities

Down

$13,480

Down $1,462 (-9.8%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin74th percentile

Revenue

Up

$248,112

Up $60,629 (+32%) from 2014

Expenses

Up

$204,044

Up $47,099 (+30%) from 2014

Net Income

Up

$44,068

Up $13,530 (+44%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0Assets 2011: $222,853Liabilities 2011: $9,955Net Assets 2011: $212,8982011Assets 2012: $280,695Liabilities 2012: $8,481Net Assets 2012: $272,2142012Assets 2013: $324,826Liabilities 2013: $12,554Net Assets 2013: $312,2722013Assets 2014: $357,752Liabilities 2014: $14,942Net Assets 2014: $342,8102014Assets 2015: $400,358Liabilities 2015: $13,480Net Assets 2015: $386,8782015Assets 2016: $457,524Liabilities 2016: $5,764Net Assets 2016: $451,7602016Assets 2017: $480,460Liabilities 2017: $6,166Net Assets 2017: $474,2942017Assets 2018: $477,348Liabilities 2018: $5,515Net Assets 2018: $471,8332018Assets 2019: $507,229Liabilities 2019: $3,585Net Assets 2019: $503,6442019Assets 2020: $621,554Liabilities 2020: $55,436Net Assets 2020: $566,1182020Assets 2021: $686,328Liabilities 2021: $28,806Net Assets 2021: $657,5222021Assets 2022: $621,395Liabilities 2022: $17,156Net Assets 2022: $604,2392022Assets 2023: $601,477Liabilities 2023: $21,331Net Assets 2023: $580,1462023

Highlighted filing

2015

Assets$400,358
Liabilities$13,480
Net Assets$386,878
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $149,413Expenses 2011: $126,592Net Income 2011: $22,8212011Revenue 2012: $158,075Expenses 2012: $107,376Net Income 2012: $50,6992012Revenue 2013: $148,785Expenses 2013: $123,521Net Income 2013: $25,2642013Revenue 2014: $187,483Expenses 2014: $156,945Net Income 2014: $30,5382014Revenue 2015: $248,112Expenses 2015: $204,044Net Income 2015: $44,0682015Revenue 2016: $278,811Expenses 2016: $213,929Net Income 2016: $64,8822016Revenue 2017: $280,502Expenses 2017: $257,968Net Income 2017: $22,5342017Revenue 2018: $242,576Expenses 2018: $245,037Net Income 2018: -$2,4612018Revenue 2019: $272,465Expenses 2019: $240,654Net Income 2019: $31,8112019Revenue 2020: $354,535Expenses 2020: $292,061Net Income 2020: $62,4742020Revenue 2021: $722,973Expenses 2021: $631,569Net Income 2021: $91,4042021Revenue 2022: $282,485Expenses 2022: $335,768Net Income 2022: -$53,2832022Revenue 2023: $277,188Expenses 2023: $301,281Net Income 2023: -$24,0932023

Highlighted filing

2015

Revenue$248,112
Expenses$204,044
Net Income$44,068
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 10, 2016
Return Version
2015v2.0
Gross Receipts
$249,739
Mission and Program Overview

Mission

Promotes the dignity and security of vulnerable people who need assistance in managing their financial affairs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$252,565$254,718▲ $2,153
Cash and Non-Interest-Bearing Accounts$98,869$119,326▲ $20,457
Accounts Receivable$3,690$23,538▲ $19,848
Prepaid Expenses and Deferred Charges$2,628$2,776▲ $148
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$357,752$400,358▲ $42,606
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$14,942$13,480▼ $1,462
Total Liabilities$14,942$13,480▼ $1,462
Net Assets / Fund Balance
Unrestricted Net Assets$342,810$386,878▲ $44,068
Total Net Assets Fund Balance$342,810$386,878▲ $44,068
Total Liabilities and Net Assets / Fund Balance$357,752$400,358▲ $42,606

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$254,718$47,981$302,699
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly WarrenExecutive DirectorPT$44,000$44,000

Board Members and Trustees

NameTitle
Mike MarchantChairperson
Claudine BeauchampPresident
Mary KohlerVice President
Gerry LyonMember
Jesse WinklerMember
Steve SandsMember
Sandi TomasSecretary
Carole HaugTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,060
Program Service Revenue
$217,680
Investment Income
$-5,615
Other Revenue
$7,987
All Other Contributions
$28,060
Change in Net Assets
$44,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$135,812
Other Expenses$68,232
Total Fundraising Expense$10,219
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,925--$79,925
Current Officers, Directors, Trustees, and Key Employees$21,980$22,020-$44,000
Payroll Taxes$7,781$4,106-$11,887
All Other Expenses$2,987$6,775$2,118$11,880
Depreciation Depletion-$10,477-$10,477
Insurance-$8,838-$8,838
Fees for Services Other-$7,370-$7,370
Occupancy-$4,442-$4,442
Other Expenses$2,800$4,420$8,101$2,800
Advertising-$254-$254
Total Functional Expenses$125,123$68,702$10,219$204,044
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,614
Fundraising Direct Expenses$1,627
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Coos Elderly Services Inc
EIN
93-1318366
Phone
5417561202
Address
390 South 2nd Street, Coos Bay, OR 97420

Signing Officer

Name
Kimberly Warren
Title
President
Signed
2016-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Warren
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Hough Macadam Wartnik Fisher & Gorman LLC
Address
3690 BROADWAY ST, NORTH BEND, OR 97459
Preparer
Laura Fisher
Phone
5412699338
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IRS990/PYOtherRevenueAmt01641
IRS990/PYProgramServiceRevenueAmt0147713
IRS990/PYRevenuesLessExpensesAmt030538
IRS990/PYSalariesCompEmpBnftPaidAmt099399
IRS990/PYTotalExpensesAmt0156945
IRS990/PYTotalProfFndrsngExpnsAmt02590
IRS990/PYTotalRevenueAmt0187483
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt044068
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114792
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-5615
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09616
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07884
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07675
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0217680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0147713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0113774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0727443
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-5615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07884
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07675
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032647
IRS990ScheduleA/InvestmentIncomeCYPct00.03730
IRS990ScheduleA/InvestmentIncomePYPct00.06530
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0518
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0588
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96200
IRS990ScheduleA/PublicSupportPY509Pct00.93380
IRS990ScheduleA/PublicSupportTotal509Amt0842235
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0245740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0172755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0137083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0149033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0137624
IRS990ScheduleA/Total509Grp/TotalAmt0842235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0240125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0185842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0147217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0145369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0875470
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0254718
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047981
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0302699
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0254718
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0357752
IRS990/TotalAssetsEOYAmt0400358
IRS990/TotalAssetsGrp/BOYAmt0357752
IRS990/TotalAssetsGrp/EOYAmt0400358
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt028060
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010219
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068702
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125123
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204044
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014942
IRS990/TotalLiabilitiesEOYAmt013480
IRS990/TotalLiabilitiesGrp/BOYAmt014942
IRS990/TotalLiabilitiesGrp/EOYAmt013480
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0386878
IRS990/TotalProgramServiceExpensesAmt0125123
IRS990/TotalProgramServiceRevenueAmt0217680
IRS990/TotalReportableCompFromOrgAmt044000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0212065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248112
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0357752
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400358

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,358
Liabilities
$13,480
Net assets
$386,878
Revenue
$248,112
Expenses
$204,044
Net income
$44,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.01$0.21$5.80$2.77$3.01$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.17$6.04$2.82$3.36$0.53
2021Summary only. Only limited summary data is available for this year.$6.86$0.29$6.58$7.23$6.32$0.91
2020Summary only. Only limited summary data is available for this year.$6.22$0.55$5.66$3.55$2.92$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.04$5.04$2.72$2.41$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.06$4.72$2.43$2.45$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$0.06$4.74$2.81$2.58$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.06$4.52$2.79$2.14$0.65
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.13$3.87$2.48$2.04$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.58$0.15$3.43$1.87$1.57$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.13$3.12$1.49$1.24$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.08$2.72$1.58$1.07$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.10$2.13$1.49$1.27$0.23