Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2022 • EIN 93-1318366

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

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

54th percentile

0.03x

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

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

Liabilities / Revenue

62nd percentile

0.06x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

67th percentile

$49,274

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

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

Asset Growth

22nd percentile

-9.5%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$621,395

Down $64,933 (-9.5%) from 2021

Net Assets

Down

$604,239

Down $53,283 (-8.1%) from 2021

Liabilities

Down

$17,156

Down $11,650 (-40%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Down

$282,485

Down $440,488 (-61%) from 2021

Expenses

Down

$335,768

Down $295,801 (-47%) from 2021

Net Income

Down

-$53,283

Down $144,687 (-158%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$621,395
Liabilities$17,156
Net Assets$604,239
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$282,485
Expenses$335,768
Net Income-$53,283
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Gross Receipts
$282,485
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$427,437$413,226▼ $14,211
Cash and Non-Interest-Bearing Accounts$177,916$137,506▼ $40,410
Savings and Temporary Cash Investments$71,272$67,092▼ $4,180
Accounts Receivable$9,703$3,571▼ $6,132
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$686,328$621,395▼ $64,933
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$16,618$8,653▼ $7,965
Escrow Account Liability$12,188$8,503▼ $3,685
Total Liabilities$28,806$17,156▼ $11,650
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$657,522$604,239▼ $53,283
Total Net Assets Fund Balance$657,522$604,239▼ $53,283
Total Liabilities and Net Assets / Fund Balance$686,328$621,395▼ $64,933

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$194,217$35,664$229,881
Buildings$146,523$40,677$187,200
Equipment$17,645$43,556$61,201
Land$52,800-$52,800
Other Land Buildings$2,041$15,632$17,673
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erlette UpshawExecutive DirectorPT$49,274$49,274
Cintia JeffsClient Services ManagerPT$32,864$32,864

Board Members and Trustees

NameTitle
Claudine BeauchampPresident
Dan M HinrichsBoard Member
Sheree BusbyBoard Member
Todd InmanBoard Member
Jen ShaferSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$170,769
Program Service Revenue
$115,788
Investment Income
$-4,173
Other Revenue
$101
All Other Contributions
$1,524
Change in Net Assets
$-53,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$220,762
Other Expenses$115,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,780--$146,780
Current Officers, Directors, Trustees, and Key Employees$24,637$24,637-$49,274
All Other Expenses$10,496$11,129-$21,625
Depreciation Depletion-$20,125-$20,125
Payroll Taxes$14,335$3,541-$17,876
Insurance-$14,135-$14,135
Other Employee Benefits-$6,832-$6,832
Other Expenses$9,033$6,548-$6,548
Occupancy-$6,411-$6,411
Advertising-$1,853-$1,853
Fees for Services Other-$718-$718
Total Functional Expenses$231,988$103,780$0$335,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101
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, Section B, Line 11B

“No review is performed by the governing body”

Form 990, Part VI, Section C, Line 18

“Form 990 is available to the public upon request”

Form 990, Part VI, Section C, Line 19

“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
2023-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erlette Upshaw
Voting Board Members
5
Independent Board Members
5
Employees
8
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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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/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071272
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067092
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0170769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0634622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0257609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0146542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01320502
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-4173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010504
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08827
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0-4371
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0115788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt094793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0116953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0135910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0540872
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-4173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010504
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0-4371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012846
IRS990ScheduleA/InvestmentIncomeCYPct00.00690
IRS990ScheduleA/InvestmentIncomePYPct00.01480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99310
IRS990ScheduleA/PublicSupportPY509Pct00.98520
IRS990ScheduleA/PublicSupportTotal509Amt01861374
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0286557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0712050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0352402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0263495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0246870
IRS990ScheduleA/Total509Grp/TotalAmt01861374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0282384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0722554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0354461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0272322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0242499
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01874220
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0146523
IRS990ScheduleD/BuildingsGrp/DepreciationAmt040677
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0187200
IRS990ScheduleD/EquipmentGrp/BookValueAmt017645
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043556
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061201
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt052800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052800
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0194217
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt035664
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0229881
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02041
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015632
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017673
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/TotalBookValueLandBuildingsAmt0413226
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review is performed by the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0686328
IRS990/TotalAssetsEOYAmt0621395
IRS990/TotalAssetsGrp/BOYAmt0686328
IRS990/TotalAssetsGrp/EOYAmt0621395
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0170769
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0103780
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231988
IRS990/TotalFunctionalExpensesGrp/TotalAmt0335768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028806
IRS990/TotalLiabilitiesEOYAmt017156
IRS990/TotalLiabilitiesGrp/BOYAmt028806
IRS990/TotalLiabilitiesGrp/EOYAmt017156
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0657522
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0604239
IRS990/TotalProgramServiceExpensesAmt0231988
IRS990/TotalProgramServiceRevenueAmt0115788
IRS990/TotalReportableCompFromOrgAmt082138
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111615
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282485
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0686328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0621395
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$621,395
Liabilities
$17,156
Net assets
$604,239
Revenue
$282,485
Expenses
$335,768
Net income
-$53,283
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
2022Detailed filing. Detailed filing data is available for this year.$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
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