Civic Intelligence

Easy Lift Transportation Inc.

990 • Fiscal year 2012 • EIN 95-3642272

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 29, 2013

53 Cass Place No D93117
Siviq Scores

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

Liabilities / Assets

37th percentile

0.05x

Higher debt load relative to assets than 37% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

88th percentile

31%

Faster asset growth than 88% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,117,586

Up $266,152 (+31%) from 2011

Net Assets

Up

$1,061,579

Up $262,856 (+33%) from 2011

Liabilities

Up

$56,007

Up $3,296 (+6.3%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,939,439

Up $56,484 (+3.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $851,434Liabilities 2011: $52,711Net Assets 2011: $798,7232011Assets 2012: $1,117,586Liabilities 2012: $56,007Net Assets 2012: $1,061,5792012Assets 2013: $1,898,019Liabilities 2013: $61,315Net Assets 2013: $1,836,7042013Assets 2014: $2,025,391Liabilities 2014: $109,371Net Assets 2014: $1,916,0202014Assets 2015: $2,030,363Liabilities 2015: $181,059Net Assets 2015: $1,849,3042015Assets 2016: $2,417,144Liabilities 2016: $198,854Net Assets 2016: $2,218,2902016Assets 2017: $2,388,888Liabilities 2017: $160,060Net Assets 2017: $2,228,8282017Assets 2018: $2,317,036Liabilities 2018: $185,503Net Assets 2018: $2,131,5332018Assets 2019: $2,574,130Liabilities 2019: $191,409Net Assets 2019: $2,382,7212019Assets 2020: $2,832,149Liabilities 2020: $452,575Net Assets 2020: $2,379,5742020Assets 2022: $3,006,888Liabilities 2022: $286,331Net Assets 2022: $2,720,5572022Assets 2023: $2,814,096Liabilities 2023: $213,335Net Assets 2023: $2,600,7612023Assets 2024: $2,886,070Liabilities 2024: $269,635Net Assets 2024: $2,616,4352024

Highlighted filing

2012

Assets$1,117,586
Liabilities$56,007
Net Assets$1,061,579

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: $1,882,9552011Expenses 2012: $1,939,4392012Expenses 2013: $2,270,9692013Revenue 2014: $2,555,667Expenses 2014: $2,488,664Net Income 2014: $67,0032014Revenue 2015: $2,622,552Expenses 2015: $2,684,601Net Income 2015: -$62,0492015Revenue 2016: $3,271,549Expenses 2016: $2,902,563Net Income 2016: $368,9862016Revenue 2017: $3,090,345Expenses 2017: $3,079,807Net Income 2017: $10,5382017Revenue 2018: $3,169,240Expenses 2018: $3,266,535Net Income 2018: -$97,2952018Revenue 2019: $3,635,826Expenses 2019: $3,384,638Net Income 2019: $251,1882019Revenue 2020: $3,324,394Expenses 2020: $3,327,541Net Income 2020: -$3,1472020Revenue 2022: $3,564,890Expenses 2022: $3,544,406Net Income 2022: $20,4842022Revenue 2023: $3,517,186Expenses 2023: $3,636,982Net Income 2023: -$119,7962023Revenue 2024: $3,723,861Expenses 2024: $3,705,041Net Income 2024: $18,8202024

Highlighted filing

2012

Revenue-
Expenses$1,939,439
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 29, 2013
Return Version
2011v1.5
Gross Receipts
$2,212,962
Mission and Program Overview

Mission

Easy lift is a non-profit, charitable organization established to provide transportation to senior citizens and people with disabilities in south santa barbara county who cannot use regular bus service.

Filing and Contact Details

Filer

EIN
95-3642272
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IRS990/Description0AS THE DESIGNATED CONSOLIDATED TRANSPORTATION SERVICE AGENCY FOR SOUTH SANTA BARBARA COUNTY, EASY LIFT ADDRESSES TRANSPORTATION NEEDS BY VULNERABLE NICHES OF OUR COMMUNITY RANGING FROM THE ELDERLY AND DISABLED TO IMPOVERISHED CHILDREN TO HOMELESS VETERANS. THE DIAL-A-RIDE PROGRAM PRIMARILY DEFINES EASY LIFT. INDIVIDUALS REQUIRE OUR PARATRANSIT SERVICES TO VISIT MEDICAL AND OTHER SERVICE CENTERS ESSENTIAL TO THEIR PHYSICAL AND MENTAL HEALTH, SHOP, AND VISIT WITH FAMILY. OF THE 1,650 CURRENT PASSENGERS, 70% REPORT LOW INCOME, APPROXIMATELY 38% USE MOBILITY DEVICES AND 70% ARE ELDERLY.CAT IS OUR OTHER FUNDAMENTAL PROGRAM. EASY LIFT FOUND TRANSPORTATION WAS LACKING FOR UNDERPRIVILEGED CHILDREN TO ACCESS LIFE BETTERMENT PROGRAMS AND NOW DEDICATE ONE FULL TIME VEHICLE FOR CAT, AT NO CHARGE TO THE FAMILY OR THE YOUTH AGENCIES WITH WHOM WE COLLABORATE. 100% OF THE 300 UNDUPLICATED CHILDREN SERVED ARE FROM LOW INCOME HOMES, TRANSITIONAL HOUSING, OR SHELTERS, AND USE CAT TO REACH SCHOOL, AFTER-SCHOOL PROGRAMS, COUNSELING, CAMPS, AND OTHER GROUP ACTIVITIES WHICH FOSTER A PROMISING FUTURE.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2012, OR FOR ANY YEAR FOR WHICH THE STATUTE OF LIMITATIONS IS OPEN.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE 990 WILL BE APPROVED AT THE MONTHLY FINANCE COMMITTEE MEETING WITH THE BOARD PRESIDENT AND BOARD TREASURER PRIOR TO FILING THE RETURN. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE IS A CONFLICT OF INTEREST POLICY FOR THE EMPLOYEES OF THE ORGANIZATION WHICH IS STATED IN THE EMPLOYEE MANUAL. COMPLIANCE IS MONITORED THROUGH PERIODIC EMPLOYEE EVALUATIONS. THERE IS NO REQUIREMENT OF ANNUAL DISCLOSURE OF CONFLICTS BY OFFICERS, DIRECTORS, TRUSTEES & KEY EMPLOYEES; HOWEVER, THEY KNOW OF THE CONFLICT OF INTEREST POLICY THROUGH THEIR APPROVAL OF THE CURRENT EMPLOYEE HANDBOOK.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION USES INDEPENDENT REVIEW, PERTINENT EXPERIENCE, AND COMPARABILITY DATA TO DETERMINE EXECUTIVE COMPENSATION. THE PROCESS IS DOCUMENTED IN THE HUMAN RESOURCE FILE FOR THE EXECUTIVE DIRECTOR. THE ORGANIZATION USES SIMILAR METHODS TO DETERMINE THE COMPENSATION OF OTHER KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING BUSINESS HOURS, APPOINTMENT, AND BY MAIL UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4NO WRITTEN DOCUMENT RETENTION POLICY AND DESTRUCTION POLICY EXIST YET. THE ORGANIZATION RETAINS DOCUMENTS FOR 8 YEARS, AFTER WHICH TIME DOCUMENTS WHICH ARE TO BE DESTROYED ARE SHREDDED.
IRS990ScheduleO/GeneralExplanation/Explanation5THE REVIEW PROCEDURE OF THE FINANCIAL STATEMENTS IS PERFORMED BY THE ORGANIZATION'S FINANCE COMMITTEE. THE FINANCE COMMITTEE HAS THE DUTY OF REVIEW AND APPROVAL, AND RECOMMENDS TO THE BOARD THE ACCEPTANCE OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0DOCUMENT RETENTION AND DESTRUCTION POLICY
IRS990ScheduleO/GeneralExplanation/Identifier1FINANCIAL STATEMENT OVERSIGHT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, SECTION B POLICIES, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C:
IRS990/ScheduleORequired01
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IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY0215592
IRS990/TemporarilyRestrictedNetAssets/EOY0227198
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1053 CASS PLACE NO D
IRS990/TheBooksAreInCareOf/AddressUS/City0GOLETA
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode093117
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10POLLY SUMNER
IRS990/TheBooksAreInCareOf/TelephoneNumber08056811416
IRS990/TotalAssets/BOY0851434
IRS990/TotalAssetsBOY0851434
IRS990/TotalAssets/EOY01117586
IRS990/TotalAssetsEOY01117586
IRS990/TotalCompGT150K00
IRS990/TotalContributions0503798

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.27$2.62$3.72$3.71$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.21$2.60$3.52$3.64$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.29$2.72$3.56$3.54$0.02
2020Summary only. Only limited summary data is available for this year.$2.83$0.45$2.38$3.32$3.33$0.00
2019Summary only. Only limited summary data is available for this year.$2.57$0.19$2.38$3.64$3.38$0.25
2018Summary only. Only limited summary data is available for this year.$2.32$0.19$2.13$3.17$3.27$0.10
2017Summary only. Only limited summary data is available for this year.$2.39$0.16$2.23$3.09$3.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.20$2.22$3.27$2.90$0.37
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.18$1.85$2.62$2.68$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.11$1.92$2.56$2.49$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.06$1.84$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.06$1.06$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.05$0.80$1.88