Olympic Neighbors FY2020 filing

Tax-deductible

Port Townsend, WA501(c)(3)Mental HealthEIN 27-4404107Revenue $501K in FY2020

On file with the IRSolympicneighbors.orgPo Box 1923, 98368-0064 · Port Townsend, WATax-exempt since Dec 2012Publicly supported charity — 170(b)(1)(A)(vi)

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Creating home and community for adults with developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $130K a year · 23% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $14K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$501K
Spent
$359K
To programs
98%
Net assets
$343K
By yearFY2020–FY2024
Revenue
$501K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$501K
FY2021$541K
FY2022$507K
FY2023$668K
FY2024$677K
Expenses
$359K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$359K
FY2021$391K
FY2022$467K
FY2023$456K
FY2024$570K
Net assets
$343K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$343K
FY2021$493K
FY2022$512K
FY2023$764K
FY2024$891K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $351K Management & general 2% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Claudia Coppola’s $72K as Executive Director is at the 59th percentile of top reported officer pay among 2094 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022
Claudia Coppola$71,551$68,039$64,646

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides housing and community support for adults with developmental disabilities.

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Provided by the organization

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1 program · $351K · in their own filed words · FY2020
01

Olympic neighbors is dedicated to ensuring that adults with developmental disabilities can live in safe, affordable, and typical housing integrated in the larger community. Olympic neighbors "hamilton house" is the only adult family home for people with developmental disabilities in jefferson county, wa and has been in operations for…

$351Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$14K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$501K
Ln 12
Fees for servicesLn 2g$317K
Gifts and grantsLn 1h$151K
Investment incomeLn 3$31K
Money outPt IX
$359K
Ln 25
Programscol B$351K
Managementcol C$9K
Owns and owesPt X
$343K
net assets · Ln 32
Cash and savingsLn 1–2$241K
Total assetsLn 16$352K
LiabilitiesLn 26$10K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$151K
Fees for servicesLn 2g$317K
Investment incomeLn 3$31K
Other incomeLn 4–11$2K
Gains on assetsLn 7$28K
Total revenueLn 12$501K
Assets in detailPt X, end of year
CashLn 1$71K
SavingsLn 2$170K
Cash and savings togetherLn 1–2$241K
InvestmentsLn 11–13$98K
Land, buildings, equipmentLn 10c$13K
Total assetsLn 16$352K
LiabilitiesLn 26$10K
Net assetsLn 32$343K
OperationsPt I, VI
EmployeesI 515
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$77K$241K
InvestmentsLn 11–13$93K$98K
Land, buildings, equipmentLn 10c$16K$13K
Total assetsLn 16$186K$352K
LiabilitiesLn 26$8K$10K
Net assetsLn 32$178K$343K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$244K$244K
Other employee benefitsLn 9$29K$29K
Payroll taxesLn 10$29K$29K
Accounting feesLn 11c$7K$7K
Advertising and promotionLn 12$845$845
Office expensesLn 13$5K$3K$2K
OccupancyLn 16$20K$20K
TravelLn 17$1K$1K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$13K$13K
All other expensesLn 24e$424$356$68
Total functional expensesLn 25$359K$351K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $677K$570K$108K$891K 990 PDF
FY2023 $668K$456K$212K$764K 990 PDF
FY2022 $507K$467K$40K$512K 990 PDF
FY2021 $541K$391K$150K$493K 990 PDF
FY2020 Viewing $501K$359K$141K$343K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $500,509 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $146,348$150,528
I-9 Program service revenuePrior year $229,502$317,286
I-10 Investment incomePrior year $2,446$30,982
I-11 Other revenuePrior year $2,810$1,713
I-12 Total revenuePrior year $381,106$500,509
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $250,998$301,932
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $56,843$57,565
I-18 Total expensesPrior year $307,841$359,497
I-19 Revenue less expensesPrior year $73,265$141,012
Part VI · Governance 11 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $500,509 across 6 lines filed
Lines not itemized here account for $1,713 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$150,528
VIII-1h Total contributions, gifts and grants$150,528
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $317,286$317,286
VIII-3 Investment incomeExcluded from tax $3,422$3,422
VIII-7 Net gain or loss on sales of assetsExcluded from tax $27,560$27,560
VIII-12 Total revenueRelated to mission $318,999 · Unrelated business $0 · Excluded from tax $30,982$500,509
Part IX · Statement of functional expenses $359,497 across 12 lines filed
IX-7 Other salaries and wagesPrograms $243,820$243,820
IX-9 Other employee benefitsPrograms $29,224$29,224
IX-10 Payroll taxesPrograms $28,888$28,888
IX-11c Accounting feesManagement $7,191$7,191
IX-12 Advertising and promotionPrograms $845$845
IX-13 Office expensesPrograms $3,191 · Management $1,728$4,919
IX-16 OccupancyPrograms $19,728$19,728
IX-17 TravelPrograms $1,030$1,030
IX-22 Depreciation, depletion and amortizationPrograms $3,318$3,318
IX-23 InsurancePrograms $7,143$7,143
IX-24 Other expenses (24a–d)Programs $12,967$12,967
IX-24e All other expensesPrograms $356 · Management $68$424
IX-25 Total functional expensesPrograms $350,510 · Management $8,987 · Fundraising $0$359,497
Part X · Balance sheet $352,232 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $76,592$71,123
X-2 Savings and temporary cash investments$170,123
X-10c Land, buildings and equipment, netStart of year $16,198$12,880
X-11 Publicly traded securitiesStart of year $93,485$98,106
X-16 Total assetsStart of year $186,275$352,232
X-17 Accounts payable and accrued expensesStart of year $7,348$9,000
X-25 Other liabilitiesStart of year $500$500
X-26 Total liabilitiesStart of year $7,848$9,500
X-27 Net assets without donor restrictionsStart of year $178,427$342,732
X-32 Total net assets or fund balancesStart of year $178,427$342,732
X-33 Total liabilities and net assetsStart of year $186,275$352,232
Part XI · Reconciliation of net assets $342,732 net assets at year end
XI-1 Total revenue$500,509
XI-2 Total expenses$359,497
XI-3 Revenue less expenses$141,012
XI-4 Net assets at start of year$178,427
XI-5 Net unrealized gains (losses) on investments−$26,102
XI-9 Other changes in net assets$49,395
XI-10 Net assets at end of year$342,732

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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