Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2024 • EIN 93-1318366

Jan 01, 2024 to Dec 31, 2024 • Filed on May 14, 2025

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

0.06x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$62,986

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

90%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$681,082

Up $79,605 (+13%) from 2023

Net Assets

Up

$637,751

Up $57,605 (+9.9%) from 2023

Liabilities

Up

$43,331

Up $22,000 (+103%) from 2023

Revenue

Up

$526,769

Up $249,581 (+90%) from 2023

Expenses

Up

$469,164

Up $167,883 (+56%) from 2023

Net Income

Up

$57,605

Up $81,698 (+339%) from 2023

Historical Trend

Balance Sheet Trend

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 2024: $681,082Liabilities 2024: $43,331Net Assets 2024: $637,7512024

Highlighted filing

2024

Assets$681,082
Liabilities$43,331
Net Assets$637,751

Operations Trend

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 2024: $526,769Expenses 2024: $469,164Net Income 2024: $57,6052024

Highlighted filing

2024

Revenue$526,769
Expenses$469,164
Net Income$57,605
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$526,769
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$433,147$418,179▼ $14,968
Cash and Non-Interest-Bearing Accounts$92,818$149,228▲ $56,410
Investments in Publicly Traded Securities-$77,521-
Savings and Temporary Cash Investments$72,476$16,564▼ $55,912
Accounts Receivable$3,036$14,485▲ $11,449
Prepaid Expenses and Deferred Charges-$5,105-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$601,477$681,082▲ $79,605
Other Assets Total-$0-
Liabilities
Other Liabilities-$23,574-
Accounts Payable and Accrued Expenses$6,245$19,757▲ $13,512
Escrow Account Liability$8,503--
Mortgage Notes Payable Secured by Investment Property$6,583--
Total Liabilities$21,331$43,331▲ $22,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$580,146$637,751▲ $57,605
Total Net Assets Fund Balance$580,146$637,751▲ $57,605
Total Liabilities and Net Assets / Fund Balance$601,477$681,082▲ $79,605

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$214,304$57,030$271,334
Buildings$137,045$50,155$187,200
Land$52,800-$52,800
Equipment$12,598$35,315$47,913
Other Land Buildings$1,432$8,796$10,228
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erlette UpshawExecutive DirectorPT$62,986$62,986

Board Members and Trustees

NameTitle
Jen ShaferPresident
Sheree BusbyVice President
Claudine BeauchampBoard Member
David GerhartBoard Member
Dominic JuradoBoard Member
Jessica RinderleBoard Member
Dan M HinrichsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$467,344
Program Service Revenue
$54,186
Investment Income
$5,101
Other Revenue
$138
All Other Contributions
$7,846
Change in Net Assets
$57,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$308,235
Other Expenses$160,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,368$100,368-$200,736
Current Officers, Directors, Trustees, and Key Employees$31,493$31,493-$62,986
Payroll Taxes-$28,688-$28,688
Occupancy$2,677$22,659-$25,336
Depreciation Depletion-$23,005-$23,005
All Other Expenses$7,399$13,973-$21,372
Other Employee Benefits-$15,825-$15,825
Insurance-$13,257-$13,257
Other Expenses$790$7,113-$7,903
Fees for Services Accounting-$5,058-$5,058
Travel$1,598$1,858-$3,456
Advertising$411$411-$822
Total Functional Expenses$157,516$311,648$0$469,164
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Pass Thru$16,986
Payroll liablities$6,588
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 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
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erlette Upshaw
Voting Board Members
7
Independent Board Members
7
Employees
8
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.

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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/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Providing Financial Serv
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054186
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0141506
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt098273
IRS990/PYOtherRevenueAmt024
IRS990/PYProgramServiceRevenueAmt0130632
IRS990/PYRevenuesLessExpensesAmt0-24093
IRS990/PYSalariesCompEmpBnftPaidAmt0203008
IRS990/PYTotalExpensesAmt0301281
IRS990/PYTotalRevenueAmt0277188
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt057605
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt054186
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072476
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016564
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0467345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0138088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0170769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0634622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0257609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01668433
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-4173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010504
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02059
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0130632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0472827
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-4173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010504
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018967
IRS990ScheduleA/InvestmentIncomeCYPct00.00880
IRS990ScheduleA/InvestmentIncomePYPct00.01190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99120
IRS990ScheduleA/PublicSupportPY509Pct00.98810
IRS990ScheduleA/PublicSupportTotal509Amt02141260
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0521531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0268720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0286557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0712050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0352402
IRS990ScheduleA/Total509Grp/TotalAmt02141260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0526632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0274196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0282384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0722554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0354461
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02160227
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0137045
IRS990ScheduleD/BuildingsGrp/DepreciationAmt050155
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0187200
IRS990ScheduleD/EquipmentGrp/BookValueAmt012598
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035315
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047913
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt052800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052800
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0214304
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt057030
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0271334
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01432
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08796
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16588
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Client Pass Thru
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll liablities
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/TotalBookValueLandBuildingsAmt0418179
IRS990ScheduleD/TotalLiabilityAmt023574
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review is performed by the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/TotalAssetsBOYAmt0601477
IRS990/TotalAssetsEOYAmt0681082
IRS990/TotalAssetsGrp/BOYAmt0601477
IRS990/TotalAssetsGrp/EOYAmt0681082
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0467344
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0311648
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157516
IRS990/TotalFunctionalExpensesGrp/TotalAmt0469164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021331

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.43$6.38$5.27$4.69$0.58
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