Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2017 • EIN 93-1318366

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 18, 2018

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$46,500

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.6%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$480,460

Up $22,936 (+5.0%) from 2016

Net Assets

Up

$474,294

Up $22,534 (+5.0%) from 2016

Liabilities

Up

$6,166

Up $402 (+7.0%) from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin60th percentile

Revenue

Up

$280,502

Up $1,691 (+0.6%) from 2016

Expenses

Up

$257,968

Up $44,039 (+21%) from 2016

Net Income

Down

$22,534

Down $42,348 (-65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$480,460
Liabilities$6,166
Net Assets$474,294
Open 2017 Filing

Operations Trend

Revenue Growth49th 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

2017

Revenue$280,502
Expenses$257,968
Net Income$22,534
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 18, 2018
Return Version
2017v2.2
Gross Receipts
$280,502
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$284,345$290,465▲ $6,120
Cash and Non-Interest-Bearing Accounts$157,329$189,995▲ $32,666
Accounts Receivable$15,850$0▼ $15,850
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$457,524$480,460▲ $22,936
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,764$6,166▲ $402
Total Liabilities$5,764$6,166▲ $402
Net Assets / Fund Balance
Unrestricted Net Assets$451,760$474,294▲ $22,534
Total Net Assets Fund Balance$451,760$474,294▲ $22,534
Total Liabilities and Net Assets / Fund Balance$457,524$480,460▲ $22,936

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$290,465$73,458$363,923
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly WarrenExecutive DirectorPT$46,500$46,500

Board Members and Trustees

NameTitle
Claudine BeauchampPresident
Mary KohlerVice President
Debbie WilliamsMember
Jesse WinklerMember
Mary KorchakMember
Rick SaraceniMember
Lyndi StoffellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$97,860
Program Service Revenue
$166,552
Investment Income
$8,545
Other Revenue
$7,545
All Other Contributions
$14,170
Change in Net Assets
$22,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$169,699
Other Expenses$88,269
Total Fundraising Expense$10,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$107,461--$107,461
Current Officers, Directors, Trustees, and Key Employees$23,250$23,250-$46,500
All Other Expenses$6,309$6,973$3,597$16,879
Payroll Taxes$13,258$2,480-$15,738
Depreciation Depletion-$13,343-$13,343
Insurance-$12,183-$12,183
Fees for Services Accounting-$10,227-$10,227
Occupancy-$6,167-$6,167
Other Expenses$12,419$3,254$6,822$3,254
Office Expenses-$2,667-$2,667
Travel$237--$237
Fees for Services Legal-$176-$176
Advertising-$105-$105
Total Functional Expenses$162,934$84,615$10,419$257,968
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,545
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
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
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
Executive Director
Signed
2018-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Warren
Voting Board Members
7
Independent Board Members
7
Employees
10

Preparer

Firm
Harwood Macadam Wartnik Fisher & Gorman
Address
3690 BROADWAY, NORTH BEND, OR 97459
Preparer
Laura Fisher
Phone
5412699338
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IRS990/PYTotalRevenueAmt0278811
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022534
IRS990/RegularMonitoringEnfrcInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0108815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0273707
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010613
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010426
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-5615
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09616
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0166552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0150296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0217680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0147713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0123153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0805394
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010613
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-5615
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IRS990ScheduleA/InvestmentIncomePYPct00.03540
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0518
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0518
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0137083
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0269537
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0290465
IRS990ScheduleD/EquipmentGrp/DepreciationAmt073458
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0363923
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0290465
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
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IRS990/TotalEmployeeCnt010
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162934
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257968
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt06166
IRS990/TotalLiabilitiesGrp/BOYAmt05764
IRS990/TotalLiabilitiesGrp/EOYAmt06166
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IRS990/TotalProgramServiceRevenueAmt0166552
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,460
Liabilities
$6,166
Net assets
$474,294
Revenue
$280,502
Expenses
$257,968
Net income
$22,534
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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