Civic Intelligence

Placer Independent Resource Services Inc

990 • Fiscal year 2017 • EIN 94-3209861

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

71st percentile

0.19x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.10x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$75,036

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

9.2%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$322,768

Up $40,974 (+15%) from 2016

Net Assets

Up

$260,697

Up $23,119 (+9.7%) from 2016

Liabilities

Up

$62,071

Up $17,855 (+40%) from 2016

Revenue

Up

$622,462

Up $52,557 (+9.2%) from 2016

Expenses

Up

$599,343

Up $40,152 (+7.2%) from 2016

Net Income

Up

$23,119

Up $12,405 (+116%) from 2016

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

2017

Assets$322,768
Liabilities$62,071
Net Assets$260,697

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

2017

Revenue$622,462
Expenses$599,343
Net Income$23,119
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$622,462
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$201,116$206,362▲ $5,246
Cash and Non-Interest-Bearing Accounts$27,518$69,603▲ $42,085
Pledges and Grants Receivable$38,684$32,446▼ $6,238
Prepaid Expenses and Deferred Charges$5,396$5,527▲ $131
Inventories for Sale or Use$3,000$3,000→ $0
Accounts Receivable$150$150→ $0
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$281,794$322,768▲ $40,974
Other Assets Total$5,930$5,680▼ $250
Liabilities
Other Liabilities$30,491$55,416▲ $24,925
Accounts Payable and Accrued Expenses$13,725$6,655▼ $7,070
Total Liabilities$44,216$62,071▲ $17,855
Net Assets / Fund Balance
Permanently Rstr Net Assets$201,116$206,362▲ $5,246
Unrestricted Net Assets$26,608$47,410▲ $20,802
Temporarily Rstr Net Assets$9,854$6,925▼ $2,929
Total Net Assets Fund Balance$237,578$260,697▲ $23,119
Total Liabilities and Net Assets / Fund Balance$281,794$322,768▲ $40,974

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$206,362$400$206,762
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan L MillerExecutive DirecFT$71,436$3,600$75,036

Board Members and Trustees

NameTitle
Eldon LucePresident
Michael CummingsVice President
Dawn DavidsonDirector
Gloria WilliamsonDirector
Jerry HenryDirector
Laraine HendrixDirector
Scott DeFevereDirector
Paula MosquedaSecretary
Peter BeckhTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$618,146
Program Service Revenue
$1,267
Investment Income
$1
Other Revenue
$3,048
All Other Contributions
$10,390
Change in Net Assets
$23,119

Audited Revenue Reconciliation

Revenue per Audited Statements
$622,462
Total Revenue per Audited Statements
$622,462
Total Revenue per Form 990
$622,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$347,333
Other Expenses$252,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$219,012--$219,012
Occupancy$80,238$400-$80,638
Current Officers, Directors, Trustees, and Key Employees$75,784$4,138-$79,922
Other Employee Benefits$47,750$649-$48,399
All Other Expenses$16,551$5,559-$22,110
Travel$20,085$42-$20,127
Fees for Services Other$12,333--$12,333
Insurance$8,826--$8,826
Other Expenses$6,568$111-$6,679
Advertising$4,187--$4,187
Office Expenses$924--$924
Interest-$611-$611
Total Functional Expenses$587,504$11,839$0$599,343

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$599,343
Total Expenses per Audited Statements$599,343
Total Expenses per Form 990$599,343
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,987
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$32,574
Grant Payable$20,113
Benefits Payable$2,022
Line of Credit$707
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
2018-05-15
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
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IRS990/Desc0Provided services for 441 individuals with disabilities to achieve their individual goals and be more self-sufficient and independent.Provided 1,243 hours of community education, systems advocacy and technical assistance on disability issues.Provided information and referral for 1,213 individuals including consumers, family members, and others in the community.
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IRS990/OtherAssetsTotalGrp/EOYAmt05680
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0649
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047750
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048399
IRS990/OtherExpensesGrp/Desc0Contract Service
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Office Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1111
IRS990/OtherExpensesGrp/ProgramServicesAmt072389
IRS990/OtherExpensesGrp/ProgramServicesAmt114397
IRS990/OtherExpensesGrp/ProgramServicesAmt28460
IRS990/OtherExpensesGrp/ProgramServicesAmt36568
IRS990/OtherExpensesGrp/TotalAmt072718
IRS990/OtherExpensesGrp/TotalAmt114397
IRS990/OtherExpensesGrp/TotalAmt28460
IRS990/OtherExpensesGrp/TotalAmt36679
IRS990/OtherLiabilitiesGrp/BOYAmt030491
IRS990/OtherLiabilitiesGrp/EOYAmt055416
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt061
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt061
IRS990/OtherRevenueTotalAmt061
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0219012
IRS990/OtherSalariesAndWagesGrp/TotalAmt0219012
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0201116
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0206362
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt038684
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt032446
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05396
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05527
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees for Services & Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01267
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01267
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0563776
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0227830
IRS990/PYOtherRevenueAmt03794
IRS990/PYProgramServiceRevenueAmt02334
IRS990/PYRevenuesLessExpensesAmt010714
IRS990/PYSalariesCompEmpBnftPaidAmt0331361
IRS990/PYTotalExpensesAmt0559191
IRS990/PYTotalRevenueAmt0569905
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023119
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
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0563776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0619787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0561879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0555820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02919408
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02919408
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0618146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0563776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0619787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0561879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0555820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02919408
IRS990ScheduleA/TotalSupportAmt02919414
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
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt026816
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt028528
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt027072
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0110698
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0113126
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0107265
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0114110
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0108288
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0442789
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt0758
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt0857
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt0923
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt0836
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt03374
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt0166047
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt028282
IRS990ScheduleC/LobbyingCeilingAmt0664184
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0113126
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0586746
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0758
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0587504
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt0758
IRS990ScheduleD/EquipmentGrp/BookValueAmt0206362
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0400
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0206762
IRS990ScheduleD/ExpensesSubtotalAmt0599343
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt132574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220113

Document Assets

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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
2017Detailed filing. Detailed filing data is available for this year.$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