Civic Intelligence

Placer Independent Resource Services Inc

990 • Fiscal year 2021 • EIN 94-3209861

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 31, 2022

11768 Atwood Road 29Auburn, CA 95603

(530) 885-6100

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.39x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.08x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

27th percentile

-0.4%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

12th percentile

-9.0%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

1.6%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$152,219

Down $15,062 (-9.0%) from 2020

Net Assets

Down

$92,636

Down $2,952 (-3.1%) from 2020

Liabilities

Down

$59,583

Down $12,110 (-17%) from 2020

Revenue

Up

$714,332

Up $11,571 (+1.6%) from 2020

Expenses

Up

$717,284

Up $60 (+0.0%) from 2020

Net Income

Up

-$2,952

Up $11,511 (+80%) from 2020

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

2021

Assets$152,219
Liabilities$59,583
Net Assets$92,636

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

2021

Revenue$714,332
Expenses$717,284
Net Income-$2,952
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 31, 2022
Return Version
2020v4.0
Gross Receipts
$714,332
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
Cash and Non-Interest-Bearing Accounts$64,485$78,890▲ $14,405
Pledges and Grants Receivable$43,769$29,616▼ $14,153
Land, Buildings, and Equipment, Net$43,456$27,173▼ $16,283
Prepaid Expenses and Deferred Charges$4,648$5,617▲ $969
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$167,281$152,219▼ $15,062
Other Assets Total$7,773$7,773→ $0
Liabilities
Other Liabilities$56,525$42,415▼ $14,110
Accounts Payable and Accrued Expenses$15,168$17,168▲ $2,000
Total Liabilities$71,693$59,583▼ $12,110
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$53,365$70,520▲ $17,155
Net Assets With Donor Restrictions$42,223$22,116▼ $20,107
Total Net Assets Fund Balance$95,588$92,636▼ $2,952
Total Liabilities and Net Assets / Fund Balance$167,281$152,219▼ $15,062

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,173$222,653$249,826
Other Assets Org$7,773--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter BeckhPresident
Anne NashVice President
Eldon LuceDirector
Jerry HenryDirector
Laraine HendrixDirector
Scott DeFevereDirector
Susan L MillerExecutive Direc
Paula MosquedaSecretary
Michael CummingsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$702,164
Program Service Revenue
$12,103
Investment Income
$0
Other Revenue
$65
All Other Contributions
$4,584
Change in Net Assets
$-2,952

Audited Revenue Reconciliation

Revenue per Audited Statements
$714,332
Total Revenue per Audited Statements
$714,332
Total Revenue per Form 990
$714,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$430,715
Other Expenses$286,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$295,885$-19,375-$276,510
Occupancy$119,608--$119,608
Current Officers, Directors, Trustees, and Key Employees$71,694$17,923-$89,617
Other Employee Benefits$63,836$752-$64,588
Depreciation Depletion$11,479$6,113-$17,592
Office Expenses$16,451$216-$16,667
All Other Expenses$10,645$2,597-$13,242
Fees for Services Accounting$8,145$5,000-$13,145
Insurance$10,207--$10,207
Other Expenses$7,479$525-$8,004
Advertising$3,235$-1-$3,234
Travel$1,214$2-$1,216
Interest-$696-$696
Total Functional Expenses$697,315$19,969$0$717,284

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$717,284
Total Expenses per Audited Statements$717,284
Total Expenses per Form 990$717,284
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
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$31,321
Grant Advances$12,265
Benefits Payable$-1,171
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 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
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 29, Auburn, CA 95603

Signing Officer

Name
Susan L Miller
Title
Executive Director
Signed
2022-07-31
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
12
Volunteers
25

Preparer

Firm
Jensen Smith Certified Public Accountants Inc
Address
661 5th St Ste 101, Lincoln, CA 95648
Preparer
Lisette L Hutchens CPA
Phone
9164341662
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IRS990/Desc0Provided services for individuals with disabilities to achieve their individual goals and be more self-sufficient and independent.Provided hours of community education, systems advocacy and technical assistance on disability issues.Provided information and referral for individuals including consumers, family members, and others in the community.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3525
IRS990/OtherExpensesGrp/ProgramServicesAmt050491
IRS990/OtherExpensesGrp/ProgramServicesAmt118199
IRS990/OtherExpensesGrp/ProgramServicesAmt28747
IRS990/OtherExpensesGrp/ProgramServicesAmt37479
IRS990/OtherExpensesGrp/TotalAmt055928
IRS990/OtherExpensesGrp/TotalAmt118270
IRS990/OtherExpensesGrp/TotalAmt28760
IRS990/OtherExpensesGrp/TotalAmt38004
IRS990/OtherLiabilitiesGrp/BOYAmt056525
IRS990/OtherLiabilitiesGrp/EOYAmt042415
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/Desc1Sale of Asset
IRS990/OtherRevenueMiscGrp/ExclusionAmt065
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt065
IRS990/OtherRevenueTotalAmt065
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0-19375
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0295885
IRS990/OtherSalariesAndWagesGrp/TotalAmt0276510
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt043769
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt029616
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04648
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05617
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees for Services & Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012103
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0696130
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0271307
IRS990/PYOtherRevenueAmt0424
IRS990/PYProgramServiceRevenueAmt06203
IRS990/PYRevenuesLessExpensesAmt0-14463
IRS990/PYSalariesCompEmpBnftPaidAmt0445917
IRS990/PYTotalExpensesAmt0717224
IRS990/PYTotalRevenueAmt0702761
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2952
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0702164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0696130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0743021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0605682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0618146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03365143
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03365143
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0702164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0696130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0743021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0605682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0618146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03365143
IRS990ScheduleA/TotalSupportAmt03365143
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/CurrentYearMinus2Amt033176
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt028297
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt061473
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0132705
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0113186
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0245891
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt0872
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt0852
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt01724
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt092210
IRS990ScheduleC/LobbyingCeilingAmt0368837
IRS990ScheduleD/EquipmentGrp/BookValueAmt027173
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0222653
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0249826
IRS990ScheduleD/ExpensesSubtotalAmt0717284
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07773
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-1171
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt131321
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt212265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Benefits Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Compensated Absences Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Grant Advances
IRS990ScheduleD/RevenueSubtotalAmt0714332
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027173
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07773
IRS990ScheduleD/TotalExpensesPerForm990Amt0717284
IRS990ScheduleD/TotalLiabilityAmt042415
IRS990ScheduleD/TotalRevenuePerForm990Amt0714332
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0714332
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0717284
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

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
2021Detailed filing. Detailed filing data is available for this year.$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