Civic Intelligence

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990 • Fiscal year 2024 • EIN 93-1329419

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 18, 2025

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

49th percentile

0.06x

Higher debt load relative to assets than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.07x

Higher debt load relative to revenue than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$113,730

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

2.1%

Faster asset growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

7.7%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,009,835

Up $81,048 (+2.1%) from 2023

Net Assets

Up

$3,781,030

Up $394,221 (+12%) from 2023

Liabilities

Down

$228,805

Down $313,173 (-58%) from 2023

Revenue

Up

$3,208,533

Up $229,686 (+7.7%) from 2023

Expenses

Up

$2,820,186

Up $272,574 (+11%) from 2023

Net Income

Down

$388,347

Down $42,888 (-9.9%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$4,009,835
Liabilities$228,805
Net Assets$3,781,030

Operations Trend

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

2024

Revenue$3,208,533
Expenses$2,820,186
Net Income$388,347
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 18, 2025
Return Version
2023v6.0
Gross Receipts
$3,243,476
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,723,870$1,456,188▼ $267,682
Land, Buildings, and Equipment, Net$1,421,310$1,377,729▼ $43,581
Cash and Non-Interest-Bearing Accounts$682,376$512,071▼ $170,305
Investments in Publicly Traded Securities-$502,523-
Pledges and Grants Receivable-$67,847-
Prepaid Expenses and Deferred Charges$30,345$42,287▲ $11,942
Accounts Receivable$8,885--
Total Assets$3,928,787$4,009,835▲ $81,048
Other Assets Total$62,001$51,190▼ $10,811
Liabilities
Mortgage Notes Payable Secured by Investment Property$280,864--
Accounts Payable and Accrued Expenses$238,079$209,843▼ $28,236
Other Liabilities$23,035$18,962▼ $4,073
Total Liabilities$541,978$228,805▼ $313,173
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,324,183$3,642,666▲ $318,483
Net Assets With Donor Restrictions$62,626$138,364▲ $75,738
Total Net Assets Fund Balance$3,386,809$3,781,030▲ $394,221
Total Liabilities and Net Assets / Fund Balance$3,928,787$4,009,835▲ $81,048

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,060,246$332,506$1,392,752
Equipment$126,135$204,289$330,424
Land$191,348-$191,348
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandy LeifesteExecutive DiFT$102,424$11,306$113,730
Carla ComartinFinancial SpPT$34,839$3,182$38,021

Board Members and Trustees

NameTitle
Pam RingPresident
Corey ColomaMember
Jen WassermillerMember
Michele SmithMember
Sherlyn DendyMember
Beth SmithSecretary/tr
Charity LambertVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,088,722
Program Service Revenue
$0
Investment Income
$49,595
Other Revenue
$70,216
All Other Contributions
$1,732
Change in Net Assets
$388,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,239,397
Revenue Not Reported on Financial Statements
$-30,864
Revenue Not Reported on Form 990
$5,874
Other Revenue Adjustments
$-33,086
Total Revenue per Audited Statements
$3,245,271
Total Revenue per Form 990
$3,208,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,295,351
Other Expenses$524,835
Total Fundraising Expense$93,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,444,026$40,343$52,146$1,536,515
Other Employee Benefits$286,421$18,362$10,657$315,440
Payroll Taxes$165,985$12,403$6,334$184,722
Current Officers, Directors, Trustees, and Key Employees$77,780$83,000$6,482$167,262
Pension Plan Contributions$88,324$9$3,079$91,412
Depreciation Depletion$64,928$7,089$3,619$75,636
Fees for Services Other$54,969$4,108$2,097$61,174
All Other Expenses$51,736$4,302$1,113$57,151
Occupancy$46,468$3,472$1,773$51,713
Other Expenses$24,599$7,657$939$33,195
Insurance$23,386$1,747$892$26,025
Fees for Services Accounting-$24,100-$24,100
Office Expenses$15,868$1,186$608$17,662
Interest$2,683$436$222$3,341
Fees for Service Investment Mgmnt Fees-$2,222-$2,222
Advertising$217$16$8$241
Fees for Services Legal$180$13$7$200
Total Functional Expenses$2,509,502$217,246$93,438$2,820,186

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,851,050
Total Expenses per Form 990$2,820,186
Expenses per Audited Statements$2,817,964
Expenses Not Reported on Form 990$33,086
Expenses Not Reported on Financial Statements$2,222
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Obligation$18,962
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
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 executive director'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
Sandy Leifeste
Title
Executive Director
Phone
5412845070
Signed
2025-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Ring
Formed
2001
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
31
Volunteers
7

Preparer

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

Additional Explanations

Form 990, Page 1, Part I, Line 6

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

Form 990, Part XI, Line 9

Direct rental expenses 33,086 direct rental expenses -33,086

Financial Statement Notes

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

Direct rental expenses -33,086

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

Direct rental expenses 33,086

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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/OtherSalariesAndWagesGrp/TotalAmt01536515
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IRS990/PayrollTaxesGrp/FundraisingAmt06334
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012403
IRS990/PayrollTaxesGrp/ProgramServicesAmt0165985
IRS990/PayrollTaxesGrp/TotalAmt0184722
IRS990/PensionPlanContributionsGrp/FundraisingAmt03079
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013840
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01456188
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 200,807
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02900392
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-30864
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT RENTAL EXPENSES -33,086
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT RENTAL EXPENSES 33,086
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE HAVE A VOLUNTEER BOARD OF DIRECTORS WHO IS THE GOVERNING BOARD FOR THE AGENCY. WE HAVE AN ADVISORY COUNCILS THAT PRIMARILY CONSIST OF CLIENTS AND PROVIDERS OF SUPPORT IN OUR COMMUNITIES. THEIR ROLE IS TO GENERATE IDEAS AND HELP COORDINATE/PARTICIPATE IN, EVENTS. ADDITIONALLY, WHEN WE HOST EVENTS, WE SOMETIMES HAVE VOLUNTEERS WORK TO ENSURE ADEQUATE SUPPORT IS AVAILABLE FOR THE EVENT, TAKE TICKETS, HELP PEOPLE WITH SEATING, ORGANIZE DONATION REQUESTS AND PROVIDE OUTREACH TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL REVIEW OF THE POLICY AND DISCUSSION ON ENFORCEMENT OR DISCLOSURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S COMPENSATION WAS DISCUSSED VIA DATA GATHERED AND REVIEWED BY THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEEDBACK FROM STAFF AND COMMUNITY PARTNERS IS OBTAINED TO COMPLETE A 360 DEGREE REVIEW PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DIRECT RENTAL EXPENSES 33,086 DIRECT RENTAL EXPENSES -33,086
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C

Document Assets

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Filings

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