Civic Intelligence

Placer Independent Resource Services Inc

990 • Fiscal year 2015 • EIN 94-3209861

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 03, 2016

11768 Atwood RoadAuburn, CA 95603

(530) 885-6100

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.05x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$80,029

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

54th percentile

2.5%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$259,963

Up $6,274 (+2.5%) from 2014

Net Assets

Up

$226,864

Up $17,662 (+8.4%) from 2014

Liabilities

Down

$33,099

Down $11,388 (-26%) from 2014

Revenue

Up

$626,996

Up $58,318 (+10%) from 2014

Expenses

Up

$609,334

Up $3,442 (+0.6%) from 2014

Net Income

Up

$17,662

Up $54,876 (+147%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $320,316Liabilities 2011: $43,723Net Assets 2011: $276,5932011Assets 2012: $314,909Liabilities 2012: $53,096Net Assets 2012: $261,8132012Assets 2013: $286,469Liabilities 2013: $40,053Net Assets 2013: $246,4162013Assets 2014: $253,689Liabilities 2014: $44,487Net Assets 2014: $209,2022014Assets 2015: $259,963Liabilities 2015: $33,099Net Assets 2015: $226,8642015Assets 2016: $281,794Liabilities 2016: $44,216Net Assets 2016: $237,5782016Assets 2017: $322,768Liabilities 2017: $62,071Net Assets 2017: $260,6972017Assets 2018: $326,775Liabilities 2018: $56,340Net Assets 2018: $270,4352018Assets 2019: $187,104Liabilities 2019: $77,053Net Assets 2019: $110,0512019Assets 2020: $167,281Liabilities 2020: $71,693Net Assets 2020: $95,5882020Assets 2021: $152,219Liabilities 2021: $59,583Net Assets 2021: $92,6362021Assets 2022: $221,180Liabilities 2022: $148,541Net Assets 2022: $72,6392022Assets 2023: $413,786Liabilities 2023: $359,199Net Assets 2023: $54,5872023

Highlighted filing

2015

Assets$259,963
Liabilities$33,099
Net Assets$226,864

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $574,1702011Expenses 2012: $596,0282012Expenses 2013: $580,2802013Revenue 2014: $568,678Expenses 2014: $605,892Net Income 2014: -$37,2142014Revenue 2015: $626,996Expenses 2015: $609,334Net Income 2015: $17,6622015Revenue 2016: $569,905Expenses 2016: $559,191Net Income 2016: $10,7142016Revenue 2017: $622,462Expenses 2017: $599,343Net Income 2017: $23,1192017Revenue 2018: $614,411Expenses 2018: $604,673Net Income 2018: $9,7382018Revenue 2019: $751,631Expenses 2019: $729,035Net Income 2019: $22,5962019Revenue 2020: $702,761Expenses 2020: $717,224Net Income 2020: -$14,4632020Revenue 2021: $714,332Expenses 2021: $717,284Net Income 2021: -$2,9522021Revenue 2022: $739,907Expenses 2022: $800,962Net Income 2022: -$61,0552022Revenue 2023: $832,733Expenses 2023: $799,720Net Income 2023: $33,0132023

Highlighted filing

2015

Revenue$626,996
Expenses$609,334
Net Income$17,662
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$627,909
Mission and Program Overview

Mission

Our mission is to advocate, empower, educate and provide services for people with disabilities, enabling them to control their alternatives for independent living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$175,564$172,615▼ $2,949
Pledges and Grants Receivable$46,854$51,741▲ $4,887
Cash and Non-Interest-Bearing Accounts$19,375$19,143▼ $232
Prepaid Expenses and Deferred Charges$6,059$6,091▲ $32
Inventories for Sale or Use-$3,000-
Accounts Receivable-$1,536-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Total Assets$253,689$259,963▲ $6,274
Other Assets Total$5,837$5,837→ $0
Liabilities
Other Liabilities$26,567$22,728▼ $3,839
Accounts Payable and Accrued Expenses$12,965$10,371▼ $2,594
Grants Payable$4,955--
Total Liabilities$44,487$33,099▼ $11,388
Net Assets / Fund Balance
Permanently Rstr Net Assets$175,565$172,615▼ $2,950
Unrestricted Net Assets$16,762$42,112▲ $25,350
Temporarily Rstr Net Assets$16,875$12,137▼ $4,738
Total Net Assets Fund Balance$209,202$226,864▲ $17,662
Total Liabilities and Net Assets / Fund Balance$253,689$259,963▲ $6,274

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$172,615$400$173,015
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan L MillerExecutive DirecFT$80,029$80,029

Board Members and Trustees

NameTitle
Eldon LucePresident
Michael CummingsVice President
Norm KendallDirector
Paula MosquedaDirector
Scott DeFevereDirector
Terry ScottDirector
Dan RoyeSecretary
Dawn DavidsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$619,787
Program Service Revenue
$2,334
Investment Income
$2
Other Revenue
$4,873
All Other Contributions
$30,511
Change in Net Assets
$17,662

Audited Revenue Reconciliation

Revenue per Audited Statements
$626,996
Revenue Not Reported on Form 990
$913
Total Revenue per Audited Statements
$627,909
Total Revenue per Form 990
$626,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$378,858
Other Expenses$230,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,107$421-$225,528
Current Officers, Directors, Trustees, and Key Employees$76,028$4,001-$80,029
Occupancy$75,489$230-$75,719
Other Employee Benefits$72,530$771-$73,301
Travel$23,088$25-$23,113
All Other Expenses$18,762$2,921-$21,683
Office Expenses$12,618$167-$12,785
Fees for Services Other$11,701--$11,701
Insurance$7,879--$7,879
Other Expenses$9,737$5,985-$5,985
Advertising$3,210$275-$3,485
Interest-$395-$395
Total Functional Expenses$594,068$15,266$0$609,334

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$610,247
Expenses per Audited Statements$609,334
Total Expenses per Form 990$609,334
Expenses Not Reported on Form 990$913
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,779
Fundraising Direct Expenses$913
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
Compensated Absences Payable$19,938
Benefits Payable$2,790
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Provided electronically to board of directors

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually reviewed at board meetings.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive directors salary is reviewed and approved by independent board of directors

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request.

Filing and Contact Details

Filer

Filer Name
Placer Independent Resource
EIN
94-3209861
Phone
5308856100
Address
11768 Atwood Road, Auburn, CA 95603

Signing Officer

Name
Susan L Miller
Title
Executive Direc
Signed
2016-02-03
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
25

Preparer

Firm
Jensen Smith Certified Public Accountants Inc
Address
661 5th St Ste 101 PO Box 160, Lincoln, CA 95648
Preparer
Lisette L Hutchens CPA
Phone
9164341662
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Special event exp not netted in F/S $913

Part XII, Line 2D: Other expenses and losses per audited F/S

Special event exp not netted in F/S $913

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IRS990/OtherExpensesGrp/Desc0Contract Service
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Disposal of Equipment
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15985
IRS990/OtherExpensesGrp/ProgramServicesAmt045902
IRS990/OtherExpensesGrp/ProgramServicesAmt112017
IRS990/OtherExpensesGrp/ProgramServicesAmt29737
IRS990/OtherExpensesGrp/TotalAmt045977
IRS990/OtherExpensesGrp/TotalAmt112017
IRS990/OtherExpensesGrp/TotalAmt29737
IRS990/OtherExpensesGrp/TotalAmt35985
IRS990/OtherLiabilitiesGrp/BOYAmt026567
IRS990/OtherLiabilitiesGrp/EOYAmt022728
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07
IRS990/OtherRevenueTotalAmt07
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0421
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225107
IRS990/OtherSalariesAndWagesGrp/TotalAmt0225528
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0175565
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0172615
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt046854
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt051741
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06059
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06091
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees for Services & Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02334
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0561879
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0259851
IRS990/PYOtherRevenueAmt03880
IRS990/PYProgramServiceRevenueAmt02917
IRS990/PYRevenuesLessExpensesAmt0-37214
IRS990/PYSalariesCompEmpBnftPaidAmt0346041
IRS990/PYTotalExpensesAmt0605892
IRS990/PYTotalRevenueAmt0568678
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017662
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0619787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0561879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0555820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0567994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0578498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02883978
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05381
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05381
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt02883978
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0619787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0561879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0555820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0567994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0578498
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02883978
IRS990ScheduleA/TotalSupportAmt02889373
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0172615
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0400
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0173015
IRS990ScheduleD/ExpensesNotReportedAmt0913
IRS990ScheduleD/ExpensesSubtotalAmt0609334
IRS990ScheduleD/OtherExpensesIncludedAmt0913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02790
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Benefits Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Compensated Absences Payable
IRS990ScheduleD/OtherRevenueAmt0913
IRS990ScheduleD/RevenueNotReportedAmt0913
IRS990ScheduleD/RevenueSubtotalAmt0626996
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Special event exp not netted in F/S $913
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Special event exp not netted in F/S $913
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0172615
IRS990ScheduleD/TotalExpensesPerForm990Amt0609334
IRS990ScheduleD/TotalLiabilityAmt022728
IRS990ScheduleD/TotalRevenuePerForm990Amt0626996
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0627909
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0610247
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provided electronically to board of directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually reviewed at board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive directors salary is reviewed and approved by independent board of directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.14$3.59$0.55$8.33$8.00$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$1.49$0.73$7.40$8.01$0.61
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.60$0.93$7.14$7.17$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.72$0.96$7.03$7.17$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.77$1.10$7.52$7.29$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.56$2.70$6.14$6.05$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.62$2.61$6.22$5.99$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.82$0.44$2.38$5.70$5.59$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.33$2.27$6.27$6.09$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.44$2.09$5.69$6.06$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.40$2.46$5.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.53$2.62$5.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.44$2.77$5.74