Civic Intelligence

Placer Independent Resource Services Inc

990 • Fiscal year 2016 • EIN 94-3209861

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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

67th percentile

0.16x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.08x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$73,564

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

66th percentile

8.4%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-9.1%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$281,794

Up $21,831 (+8.4%) from 2015

Net Assets

Up

$237,578

Up $10,714 (+4.7%) from 2015

Liabilities

Up

$44,216

Up $11,117 (+34%) from 2015

Revenue

Down

$569,905

Down $57,091 (-9.1%) from 2015

Expenses

Down

$559,191

Down $50,143 (-8.2%) from 2015

Net Income

Down

$10,714

Down $6,948 (-39%) from 2015

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

2016

Assets$281,794
Liabilities$44,216
Net Assets$237,578

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

2016

Revenue$569,905
Expenses$559,191
Net Income$10,714
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$570,523
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$172,615$201,116▲ $28,501
Pledges and Grants Receivable$51,741$38,684▼ $13,057
Cash and Non-Interest-Bearing Accounts$19,143$27,518▲ $8,375
Prepaid Expenses and Deferred Charges$6,091$5,396▼ $695
Inventories for Sale or Use$3,000$3,000→ $0
Accounts Receivable$1,536$150▼ $1,386
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$259,963$281,794▲ $21,831
Other Assets Total$5,837$5,930▲ $93
Liabilities
Other Liabilities$22,728$30,491▲ $7,763
Accounts Payable and Accrued Expenses$10,371$13,725▲ $3,354
Total Liabilities$33,099$44,216▲ $11,117
Net Assets / Fund Balance
Permanently Rstr Net Assets$172,615$201,116▲ $28,501
Unrestricted Net Assets$42,112$26,608▼ $15,504
Temporarily Rstr Net Assets$12,137$9,854▼ $2,283
Total Net Assets Fund Balance$226,864$237,578▲ $10,714
Total Liabilities and Net Assets / Fund Balance$259,963$281,794▲ $21,831

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$201,116$400$201,516
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan L MillerExecutive DirecFT$73,564$73,564

Board Members and Trustees

NameTitle
Eldon LucePresident
Michael CummingsVice President
Dan RoyeDirector
Dawn DavidsonDirector
Scott DeFevereDirector
Terry ScottDirector
Paula MosquedaSecretary
Peter BeckhTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$563,776
Program Service Revenue
$2,334
Investment Income
$1
Other Revenue
$3,794
All Other Contributions
$16,434
Change in Net Assets
$10,714

Audited Revenue Reconciliation

Revenue per Audited Statements
$569,905
Revenue Not Reported on Form 990
$618
Total Revenue per Audited Statements
$570,523
Total Revenue per Form 990
$569,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$331,361
Other Expenses$227,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$208,666--$208,666
Occupancy$75,567$200-$75,767
Current Officers, Directors, Trustees, and Key Employees$70,309$3,989-$74,298
Other Employee Benefits$47,702$695-$48,397
All Other Expenses$21,139$3,992-$25,131
Travel$21,102$52-$21,154
Fees for Services Other$11,805$1,000-$12,805
Insurance$8,151--$8,151
Other Expenses$5,347$415-$5,762
Office Expenses$5,321$215-$5,536
Advertising$3,096--$3,096
Interest-$127-$127
Total Functional Expenses$548,431$10,760$0$559,191

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$559,809
Expenses per Audited Statements$559,191
Total Expenses per Form 990$559,191
Expenses Not Reported on Form 990$618
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,412
Fundraising Direct Expenses$618
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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$27,035
Benefits Payable$3,456
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 Director
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
8
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 $618

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

Special event exp not netted in F/S $618

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047702
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048397
IRS990/OtherExpensesGrp/Desc0Contract Service
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Dues & Subs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1415
IRS990/OtherExpensesGrp/ProgramServicesAmt044827
IRS990/OtherExpensesGrp/ProgramServicesAmt115740
IRS990/OtherExpensesGrp/ProgramServicesAmt29659
IRS990/OtherExpensesGrp/ProgramServicesAmt35347
IRS990/OtherExpensesGrp/TotalAmt044902
IRS990/OtherExpensesGrp/TotalAmt115740
IRS990/OtherExpensesGrp/TotalAmt29659
IRS990/OtherExpensesGrp/TotalAmt35762
IRS990/OtherLiabilitiesGrp/BOYAmt022728
IRS990/OtherLiabilitiesGrp/EOYAmt030491
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0208666
IRS990/OtherSalariesAndWagesGrp/TotalAmt0208666
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0172615
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0201116
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051741
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt038684
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06091
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05396
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees for Services & Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02334
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0619787
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0230476
IRS990/PYOtherRevenueAmt04873
IRS990/PYProgramServiceRevenueAmt02334
IRS990/PYRevenuesLessExpensesAmt017662
IRS990/PYSalariesCompEmpBnftPaidAmt0378858
IRS990/PYTotalExpensesAmt0609334
IRS990/PYTotalRevenueAmt0626996
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010714
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/CurrentTaxYearAmt0563776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0619787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0561879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0555820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0567994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02869256
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt02869256
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0563776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0619787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0561879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0555820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0567994
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02869256
IRS990ScheduleA/TotalSupportAmt02869265
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
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt026816
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt028528
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt027072
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt027660
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0110076
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0107265
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0114110
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0108288
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0110640
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0440303
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt0857
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt0923
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt0836
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt0867
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt03483
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt0165114
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt026816
IRS990ScheduleC/LobbyingCeilingAmt0660455
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0107265
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0547574
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0857
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0548431
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt0857
IRS990ScheduleD/EquipmentGrp/BookValueAmt0201116
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0400
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0201516
IRS990ScheduleD/ExpensesNotReportedAmt0618
IRS990ScheduleD/ExpensesSubtotalAmt0559191
IRS990ScheduleD/OtherExpensesIncludedAmt0618
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03456
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt127035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Benefits Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Compensated Absences Payable
IRS990ScheduleD/OtherRevenueAmt0618
IRS990ScheduleD/RevenueNotReportedAmt0618
IRS990ScheduleD/RevenueSubtotalAmt0569905

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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