Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2020 • EIN 93-1318366

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

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

58th percentile

0.09x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.16x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$38,923

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

70th percentile

23%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$621,554

Flat from 2020

Net Assets

Flat

$566,118

Flat from 2020

Liabilities

Flat

$55,436

Flat from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin68th percentile

Revenue

Flat

$354,535

Flat from 2020

Expenses

Flat

$292,061

Flat from 2020

Net Income

Flat

$62,474

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th 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 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

2020

Assets$621,554
Liabilities$55,436
Net Assets$566,118
Open 2020 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 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

2020

Revenue$354,535
Expenses$292,061
Net Income$62,474
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.0
Gross Receipts
$354,535
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$386,417$385,596▼ $821
Cash and Non-Interest-Bearing Accounts$53,077$160,984▲ $107,907
Savings and Temporary Cash Investments$67,585$69,592▲ $2,007
Accounts Receivable-$5,382-
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$507,229$621,554▲ $114,325
Other Assets Total$150$0▼ $150
Liabilities
Unsecured Notes Loans Payable-$32,500-
Escrow Account Liability-$12,188-
Accounts Payable and Accrued Expenses$3,585$10,748▲ $7,163
Total Liabilities$3,585$55,436▲ $51,851
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$503,644$566,118▲ $62,474
Total Net Assets Fund Balance$503,644$566,118▲ $62,474
Total Liabilities and Net Assets / Fund Balance$507,229$621,554▲ $114,325

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,001$31,199$187,200
Leasehold Improvements$159,255$19,236$178,491
Equipment$16,826$42,379$59,205
Land$52,800-$52,800
Other Land Buildings$714$14,638$15,352
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erlette UpshawExecutive DirectorPT$38,923$38,923

Board Members and Trustees

NameTitle
Andrew BrainardPresident
Shay SpencerVice President
Claudine BeauchampBoard Member
Debbie WilliamsBoard Member
Jason GriggsBoard Member
Jen ShaferSecretary
Dominic JuradoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$257,609
Program Service Revenue
$94,793
Investment Income
$2,059
Other Revenue
$74
All Other Contributions
$157,469
Change in Net Assets
$62,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,967
Other Expenses$110,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$117,003--$117,003
Current Officers, Directors, Trustees, and Key Employees$11,677$27,246-$38,923
All Other Expenses$8,255$15,559-$23,814
Payroll Taxes$16,471$2,906-$19,377
Depreciation Depletion-$15,617-$15,617
Insurance-$9,412-$9,412
Other Employee Benefits-$6,664-$6,664
Occupancy-$6,260-$6,260
Other Expenses$6,937$5,401-$5,401
Fees for Services Other-$3,176-$3,176
Advertising-$2,870-$2,870
Total Functional Expenses$185,760$106,301$0$292,061
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74
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
Backup withholding compliance
Yes
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

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
Erlette Upshaw
Title
Executive Director
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erlette Upshaw
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
10

Preparer

Firm
Hmw Cpas & Associates LLC
Address
3690 BROADWAY, NORTH BEND, OR 97459
Preparer
Laura Fisher
Phone
5412699338
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization pays expenses on behalf of it's elderly clients. After a client passes away excess funds held as custodian are passed to the client's estate or to Oregon Unclaimed Property.”

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IRS990/PYTotalRevenueAmt0272465
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt062474
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt069592
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0257609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0146542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt097860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0108815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0721786
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08827
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-4371
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010613
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010426
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt094793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0116953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0135910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0166552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0150296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0664504
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-4371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027554
IRS990ScheduleA/InvestmentIncomeCYPct00.01950
IRS990ScheduleA/InvestmentIncomePYPct00.01530
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98050
IRS990ScheduleA/PublicSupportPY509Pct00.98470
IRS990ScheduleA/PublicSupportTotal509Amt01386290
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0352402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0263495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0246870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0264412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0259111
IRS990ScheduleA/Total509Grp/TotalAmt01386290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0354461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0272322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0242499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0275025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0269537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01413844
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/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0156001
IRS990ScheduleD/BuildingsGrp/DepreciationAmt031199
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0187200
IRS990ScheduleD/EquipmentGrp/BookValueAmt016826
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042379
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059205
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt052800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052800
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0159255
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt019236
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0178491
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0714
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014638
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015352
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization pays expenses on behalf of it's elderly clients. After a client passes away excess funds held as custodian are passed to the client's estate or to Oregon Unclaimed Property.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0385596
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0507229
IRS990/TotalAssetsEOYAmt0621554
IRS990/TotalAssetsGrp/BOYAmt0507229
IRS990/TotalAssetsGrp/EOYAmt0621554
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0257609
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0106301
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185760
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292061
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03585
IRS990/TotalLiabilitiesEOYAmt055436
IRS990/TotalLiabilitiesGrp/BOYAmt03585
IRS990/TotalLiabilitiesGrp/EOYAmt055436
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0503644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0566118
IRS990/TotalProgramServiceExpensesAmt0185760
IRS990/TotalProgramServiceRevenueAmt094793

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$621,554
Liabilities
$55,436
Net assets
$566,118
Revenue
$354,535
Expenses
$292,061
Net income
$62,474
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
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.55$5.66$3.55$2.92$0.62
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
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