Civic Intelligence

Full Access

990 • Fiscal year 2015 • EIN 93-1329419

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileWWW.FULLACCESS.ORG

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1240 Charnelton StEugene, OR 97401

(541) 284-5070

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.28x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

3rd percentile

-36%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-2.3%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$2,823,965

Down $1,593,555 (-36%) from 2014

Net Assets

Up

$2,032,291

Up $117,750 (+6.2%) from 2014

Liabilities

Down

$791,674

Down $1,711,305 (-68%) from 2014

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin56th percentile

Revenue

Down

$2,547,162

Down $60,096 (-2.3%) from 2014

Expenses

Up

$2,429,412

Up $216,667 (+9.8%) from 2014

Net Income

Down

$117,750

Down $276,763 (-70%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,107,456Liabilities 2011: $716,315Net Assets 2011: $1,391,1412011Assets 2012: $2,440,179Liabilities 2012: $993,550Net Assets 2012: $1,446,6292012Assets 2013: $2,303,152Liabilities 2013: $783,124Net Assets 2013: $1,520,0282013Assets 2014: $4,417,520Liabilities 2014: $2,502,979Net Assets 2014: $1,914,5412014Assets 2015: $2,823,965Liabilities 2015: $791,674Net Assets 2015: $2,032,2912015Assets 2016: $1,646,050Liabilities 2016: $526,065Net Assets 2016: $1,119,9852016Assets 2017: $1,215,293Liabilities 2017: $148,276Net Assets 2017: $1,067,0172017Assets 2018: $1,415,262Liabilities 2018: $142,664Net Assets 2018: $1,272,5982018Assets 2019: $2,096,540Liabilities 2019: $648,878Net Assets 2019: $1,447,6622019Assets 2020: $2,596,828Liabilities 2020: $595,437Net Assets 2020: $2,001,3912020Assets 2021: $3,022,955Liabilities 2021: $559,762Net Assets 2021: $2,463,1932021Assets 2022: $3,583,650Liabilities 2022: $628,076Net Assets 2022: $2,955,5742022Assets 2023: $3,928,787Liabilities 2023: $541,978Net Assets 2023: $3,386,8092023Assets 2024: $4,009,835Liabilities 2024: $228,805Net Assets 2024: $3,781,0302024

Highlighted filing

2015

Assets$2,823,965
Liabilities$791,674
Net Assets$2,032,291
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,041,0122011Revenue 2012: $2,106,550Expenses 2012: $2,051,062Net Income 2012: $55,4882012Expenses 2013: $2,008,8462013Revenue 2014: $2,607,258Expenses 2014: $2,212,745Net Income 2014: $394,5132014Revenue 2015: $2,547,162Expenses 2015: $2,429,412Net Income 2015: $117,7502015Revenue 2016: $1,626,932Expenses 2016: $2,281,840Net Income 2016: -$654,9082016Revenue 2017: $1,455,822Expenses 2017: $1,520,888Net Income 2017: -$65,0662017Revenue 2018: $1,749,531Expenses 2018: $1,543,950Net Income 2018: $205,5812018Revenue 2019: $1,809,102Expenses 2019: $1,634,038Net Income 2019: $175,0642019Revenue 2020: $2,259,397Expenses 2020: $1,705,668Net Income 2020: $553,7292020Revenue 2021: $2,283,287Expenses 2021: $1,821,485Net Income 2021: $461,8022021Revenue 2022: $2,826,010Expenses 2022: $2,333,629Net Income 2022: $492,3812022Revenue 2023: $2,978,847Expenses 2023: $2,547,612Net Income 2023: $431,2352023Revenue 2024: $3,208,533Expenses 2024: $2,820,186Net Income 2024: $388,3472024

Highlighted filing

2015

Revenue$2,547,162
Expenses$2,429,412
Net Income$117,750
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$2,550,588
Mission and Program Overview

Mission

To assist individuals with developmental disabilities to pursue a quality of life that is consistent with their preferences and choices.

To assist individuals with developmental disabilities pursue a quality of life that is consistent with their preferences and choices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$620,336$1,093,038▲ $472,702
Land, Buildings, and Equipment, Net$624,573$653,855▲ $29,282
Savings and Temporary Cash Investments$833,586$579,526▼ $254,060
Accounts Receivable$140,435--
Intangible Assets$1,868$1,475▼ $393
Prepaid Expenses and Deferred Charges$28,227$614▼ $27,613
Total Assets$4,417,520$2,823,965▼ $1,593,555
Other Assets Total$2,168,495$495,457▼ $1,673,038
Liabilities
Mortgage Notes Payable Secured by Investment Property$389,518$365,556▼ $23,962
Accounts Payable and Accrued Expenses$261,260$237,759▼ $23,501
Other Liabilities$1,852,201$188,359▼ $1,663,842
Total Liabilities$2,502,979$791,674▼ $1,711,305
Net Assets / Fund Balance
Unrestricted Net Assets$1,281,042$1,327,254▲ $46,212
Temporarily Rstr Net Assets$633,499$705,037▲ $71,538
Total Net Assets Fund Balance$1,914,541$2,032,291▲ $117,750
Total Liabilities and Net Assets / Fund Balance$4,417,520$2,823,965▼ $1,593,555

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$375,433$25,391$400,824
Equipment$111,466$145,025$256,491
Land$161,469-$161,469
Leasehold Improvements$5,487$1,119$6,606
Other Assets Org$505--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret TheisenCEOFT$101,012$2,624$103,636
Francie SullivanFinance DireFT$51,958$9,337$61,295

Board Members and Trustees

NameTitle
Jeanine KinleyPresident
Charity LambertMember
Joel FordMember
Joy RochesterMember
Kathleen WalshMember
Liz FoxMember
Michael MillsMember
Nancy BretzMember
Nick LawlorMember
Pam RingMember
Shane WatermanMember
Nick NewportSecretary
Katie RixeTreasurer
Tim JohnsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,473,381
Program Service Revenue
$0
Investment Income
$385
Other Revenue
$73,396
All Other Contributions
$7,535
Change in Net Assets
$117,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,550,588
Revenue Not Reported on Financial Statements
$-3,426
Other Revenue Adjustments
$-3,426
Total Revenue per Audited Statements
$2,550,588
Total Revenue per Form 990
$2,547,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,893,220
Other Expenses$536,192
Total Fundraising Expense$19,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,210,387$61,986-$1,272,373
Other Employee Benefits$282,210$16,963-$299,173
Current Officers, Directors, Trustees, and Key Employees$83,721$95,682-$179,403
Occupancy$98,964$10,195-$109,159
Payroll Taxes$95,347$9,860-$105,207
Office Expenses$38,528$919$4,743$44,190
Pension Plan Contributions$31,728$5,336-$37,064
Fees for Services Legal-$34,965-$34,965
All Other Expenses$32,174$863$606$33,643
Depreciation Depletion$31,011--$31,011
Insurance$20,449$3,798-$24,247
Fees for Services Accounting-$23,145-$23,145
Fees for Services Other$4,430$17,199-$21,629
Other Expenses$5,860$13,067$13,830$19,690
Total Functional Expenses$2,043,993$366,240$19,179$2,429,412

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,432,838
Expenses per Audited Statements$2,429,412
Total Expenses per Form 990$2,429,412
Expenses Not Reported on Form 990$3,426
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Bod MemberPmt for Client SrvcsNo$488,540
-Former Bod MembPmt for Client SrvcsNo$59,323
-Bod MemberPmt for Client SrvcsNo$25,673
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Services Trust Accounts$188,359
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The president of the board of directors will review and approve the 990.”

Form 990, Page 6, Part VI, Line 12C

“Annual review of the policy and discussion on enforcement or disclosures.”

Form 990, Page 6, Part VI, Line 15A

“The ceo's compensation was discussed via data gathered and reviewed by the full board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Feedback from staff and community partners is obtained to complete a 360 degree review process.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Full Access
EIN
93-1329419
Phone
5412845070
Address
1240 CHARNELTON ST, EUGENE, OR 97401

Signing Officer

Name
April Wick
Title
CEO
Phone
5412845070
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Theisen
Formed
2001
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
11
Employees
52
Volunteers
50

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Jeremy Prickel
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers serve numerous roles in our agency. We have a volunteer board of directors that serves as the governing board for the agency. We have two advisory councils that primarily consist of clients and providers of support in our communities. Their role is to generate ideas and help coordinate and participate in events. Additionally, when we host events, we have volunteers who work to ensure adequate support is available for the events, take tickets, help people with seating, organize donation requests, and provide outreach to the public.”

Form 990, Part XI, Line 9

“Loss on asset disposal 3,426 loss on asset disposal -3,426”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Loss on asset disposal -3,426”

Schedule D, Page 4, Part XII, Line 2D

“Loss on asset disposal 3,426”

Raw XML AppendixShowing 400 of 563 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/ReportLandBuildingEquipmentInd0true
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0833586
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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,823,965
Liabilities
$791,674
Net assets
$2,032,291
Revenue
$2,547,162
Expenses
$2,429,412
Net income
$117,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.23$3.78$3.21$2.82$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.54$3.39$2.98$2.55$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.63$2.96$2.83$2.33$0.49
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.56$2.46$2.28$1.82$0.46
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.60$2.00$2.26$1.71$0.55
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.65$1.45$1.81$1.63$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.14$1.27$1.75$1.54$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.15$1.07$1.46$1.52$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.53$1.12$1.63$2.28$0.65
2015Detailed filing. Detailed filing data is available for this year.$2.82$0.79$2.03$2.55$2.43$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.42$2.50$1.91$2.61$2.21$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.78$1.52$2.01
2012Summary only. Only limited summary data is available for this year.$2.44$0.99$1.45$2.11$2.05$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.72$1.39$2.04