Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2023 • EIN 93-1318366

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.08x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

26th percentile

-8.7%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$51,532

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

30th percentile

-3.2%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.9%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$601,477

Flat from 2023

Net Assets

Flat

$580,146

Flat from 2023

Liabilities

Flat

$21,331

Flat from 2023

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin26th percentile

Revenue

Flat

$277,188

Flat from 2023

Expenses

Flat

$301,281

Flat from 2023

Net Income

Flat

-$24,093

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th 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: $580,1462023Assets 2023: $601,477Liabilities 2023: $21,331Net Assets 2023: $580,1462023

Highlighted filing

2023

Assets$601,477
Liabilities$21,331
Net Assets$580,146
Open 2023 Filing

Operations Trend

Revenue Growth35th 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: -$24,0932023Revenue 2023: $277,188Expenses 2023: $301,281Net Income 2023: -$24,0932023

Highlighted filing

2023

Revenue$277,188
Expenses$301,281
Net Income-$24,093
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$277,638
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$413,226$433,147▲ $19,921
Cash and Non-Interest-Bearing Accounts$137,506$92,818▼ $44,688
Savings and Temporary Cash Investments$67,092$72,476▲ $5,384
Accounts Receivable$3,571$3,036▼ $535
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$621,395$601,477▼ $19,918
Other Assets Total-$0-
Liabilities
Escrow Account Liability$8,503$8,503→ $0
Mortgage Notes Payable Secured by Investment Property-$6,583-
Accounts Payable and Accrued Expenses$8,653$6,245▼ $2,408
Total Liabilities$17,156$21,331▲ $4,175
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$604,239$580,146▼ $24,093
Total Net Assets Fund Balance$604,239$580,146▼ $24,093
Total Liabilities and Net Assets / Fund Balance$621,395$601,477▼ $19,918

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$217,597$45,700$263,297
Buildings$141,784$45,416$187,200
Land$52,800-$52,800
Equipment$19,257$28,656$47,913
Other Land Buildings$1,709$8,519$10,228
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erlette UpshawExecutive DirectorPT$51,532$51,532

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$141,506
Program Service Revenue
$130,632
Investment Income
$5,026
Other Revenue
$24
All Other Contributions
$7,432
Change in Net Assets
$-24,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,008
Other Expenses$98,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,105--$126,105
Current Officers, Directors, Trustees, and Key Employees$25,766$25,766-$51,532
Depreciation Depletion-$21,415-$21,415
All Other Expenses$8,390$12,835-$21,225
Insurance-$18,076-$18,076
Payroll Taxes$10,610$4,336-$14,946
Other Employee Benefits-$10,425-$10,425
Occupancy-$7,704-$7,704
Other Expenses$4,442$7,938-$4,442
Advertising-$1,040-$1,040
Travel-$144-$144
Fees for Services Other-$100-$100
Total Functional Expenses$181,907$119,374$0$301,281
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24
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
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erlette Upshaw
Voting Board Members
7
Independent Board Members
7
Employees
9
Volunteers
10

Preparer

Firm
Hmw Cpas & Associates LLC
Address
3690 BROADWAY, NORTH BEND, OR 97459
Preparer
Kristina D Gochnour
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.”

Raw XML AppendixShowing 400 of 450 raw XML fields

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
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IRS990/ReportLandBuildingEquipmentInd0true
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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
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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
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$601,477
Liabilities
$21,331
Net assets
$580,146
Revenue
$277,188
Expenses
$301,281
Net income
-$24,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.01$0.21$5.80$2.77$3.01$0.24
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
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