Self Determination Resources INC FY2023 filing

Tax-deductible

Beaverton, OR501(c)(3)Human ServicesEIN 91-1827440Revenue $4.5M in FY2023

On file with the IRSsdri-pdx.org12770 Sw 1st St, 97005-2759 · Beaverton, ORTax-exempt since Oct 1997Publicly supported — 509(a)(2)

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To assist people with developmental disabilities in achieving true choice and control over their lives by providing support services.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$146K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $164K a year · 4% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$146K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$925K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.5M
+5% vs prior year
Spent
$4.5M
To programs
87%
Net assets
$2.7M
By yearFY2020–FY2025
Revenue
$4.5M
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$3.1M
FY2022$4.3M
FY2023$4.5M
FY2024$4.8M
FY2025$5.1M
Expenses
$4.5M
FY2023▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.7M
FY2021$2.9M
FY2022$3.7M
FY2023$4.5M
FY2024$4.8M
FY2025$5.1M
Net assets
$2.7M
FY2023+0.3%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.0M
FY2021$2.2M
FY2022$2.7M
FY2023$2.7M
FY2024$2.7M
FY2025$2.7M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1997.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $3.9M Management & general 13% · $607K

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

9 people listed on the 990; $146K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$145,740Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Dan Peccia’s $148K as Executive Director is at the 71st percentile of top reported officer pay among 3869 $1–10M human services 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dan Peccia$147,646$145,558$145,740$125,744$112,575$106,517

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

Empowers people with developmental disabilities through support services for choice and control.

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Provided by the organization

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1 program · $3.9M · in their own filed words · FY2022
01

To promote the capacity of people with disabilities and their families to determine, access, and direct the support they need to live the lives they choose, and to build the community's capacity to support their choices.

$3.9Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $421K · 2023–2023
Unitemized GrantFY2023$420,759

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$4.5M
Ln 12
Gifts and grantsLn 1h$4.5M
Investment incomeLn 3$21K
Fees for servicesLn 2g$21K
Money outPt IX
$4.5M
Ln 25
Programscol B$3.9M
Managementcol C$607K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$3.6M
LiabilitiesLn 26$925K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.5M
Government grantsLn 1e$4.5M
Fees for servicesLn 2g$21K
Investment incomeLn 3$21K
Other incomeLn 4–11$2K
Total revenueLn 12$4.5M
Assets in detailPt X, end of year
CashLn 1$2.2M
SavingsLn 2$56K
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$451K
Land, buildings, equipmentLn 10c$755K
Other assetsLn 15$24K
Total assetsLn 16$3.6M
LiabilitiesLn 26$925K
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderJune
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 FY23End FY23
Cash and savingsLn 1–2$2.1M$2.3M
InvestmentsLn 11–13$357K$451K
Land, buildings, equipmentLn 10c$804K$755K
Total assetsLn 16$3.3M$3.6M
LiabilitiesLn 26$611K$925K
Net assetsLn 32$2.7M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$537K$537K
Pay of current officers, directors and key staffLn 5$174K$148K$26K
Other salaries and wagesLn 7$2.5M$2.1M$370K
Pension plan contributionsLn 8$209K$177K$31K
Other employee benefitsLn 9$276K$234K$41K
Payroll taxesLn 10$391K$333K$59K
Accounting feesLn 11c$47K$42K$5K
Other fees for servicesLn 11g$61K$55K$6K
Office expensesLn 13$10K$9K$1K
OccupancyLn 16$67K$50K$17K
TravelLn 17$2K$2K$327
InterestLn 20$14K$12K$2K
Depreciation, depletion and amortizationLn 22$86K$74K$13K
InsuranceLn 23$45K$23K$23K
Other expenses (24a–d)Ln 24$89K$79K$11K
All other expensesLn 24e$20K$18K$2K
Total functional expensesLn 25$4.5M$3.9M$607K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.1M$5.1M$8K$2.7M 990 PDF
FY2024 $4.8M$4.8M−$62K$2.7M 990 PDF
FY2023 Viewing $4.5M$4.5M$3K$2.7M 990 PDF
FY2022 $4.3M$3.7M$528K$2.7M 990 PDF
FY2021 $3.1M$2.9M$166K$2.2M 990 PDF
FY2020 $3.0M$2.7M$340K$2.0M 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 FY2023 990 (6 parts)
Part I · Summary $4,501,212 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,269,052$4,456,540
I-9 Program service revenuePrior year $8,250$21,135
I-10 Investment incomePrior year $1,084$21,162
I-11 Other revenuePrior year −$3,495$2,375
I-12 Total revenuePrior year $4,274,891$4,501,212
I-13 Grants and similar amounts paidPrior year $452,165$537,210
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,908,196$3,519,304
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $386,478$441,703
I-18 Total expensesPrior year $3,746,839$4,498,217
I-19 Revenue less expensesPrior year $528,052$2,995
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $4,501,212 across 6 lines filed
VIII-1e Government grants$4,456,540
VIII-1h Total contributions, gifts and grants$4,456,540
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,135$21,135
VIII-3 Investment incomeExcluded from tax $21,162$21,162
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,375$2,375
VIII-12 Total revenueRelated to mission $21,135 · Unrelated business $0 · Excluded from tax $23,537$4,501,212
Part IX · Statement of functional expenses $4,498,217 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $537,210$537,210
IX-5 Pay of current officers, directors and key staffPrograms $148,123 · Management $26,139$174,262
IX-7 Other salaries and wagesPrograms $2,098,886 · Management $370,392$2,469,278
IX-8 Pension plan contributionsPrograms $177,439 · Management $31,313$208,752
IX-9 Other employee benefitsPrograms $234,279 · Management $41,344$275,623
IX-10 Payroll taxesPrograms $332,681 · Management $58,708$391,389
IX-11c Accounting feesPrograms $42,075 · Management $4,675$46,750
IX-11g Other fees for servicesPrograms $54,982 · Management $6,109$61,091
IX-13 Office expensesPrograms $9,036 · Management $1,004$10,040
IX-16 OccupancyPrograms $49,958 · Management $16,653$66,611
IX-17 TravelPrograms $1,856 · Management $327$2,183
IX-20 InterestPrograms $11,764 · Management $2,076$13,840
IX-22 Depreciation, depletion and amortizationPrograms $73,508 · Management $12,972$86,480
IX-23 InsurancePrograms $22,520 · Management $22,520$45,040
IX-24 Other expenses (24a–d)Programs $78,529 · Management $10,767$89,296
IX-24e All other expensesPrograms $18,468 · Management $1,904$20,372
IX-25 Total functional expensesPrograms $3,891,314 · Management $606,903 · Fundraising $0$4,498,217
Part X · Balance sheet $3,611,826 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,958,474$2,203,607
X-2 Savings and temporary cash investmentsStart of year $134,190$56,338
X-4 Accounts receivableStart of year $16,989$96,770
X-9 Prepaid expenses and deferred chargesStart of year $18,469$25,408
X-10c Land, buildings and equipment, netStart of year $804,309$755,133
X-12 Other securitiesStart of year $356,558$450,996
X-15 Other assetsStart of year $0$23,574
X-16 Total assetsStart of year $3,288,989$3,611,826
X-17 Accounts payable and accrued expensesStart of year $261,772$421,573
X-25 Other liabilitiesStart of year $0$183,515
X-26 Total liabilitiesStart of year $611,012$924,663
X-27 Net assets without donor restrictionsStart of year $2,677,977$2,687,163
X-32 Total net assets or fund balancesStart of year $2,677,977$2,687,163
X-33 Total liabilities and net assetsStart of year $3,288,989$3,611,826
Part XI · Reconciliation of net assets $2,687,163 net assets at year end
XI-1 Total revenue$4,501,212
XI-2 Total expenses$4,498,217
XI-3 Revenue less expenses$2,995
XI-4 Net assets at start of year$2,677,977
XI-5 Net unrealized gains (losses) on investments$6,191
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,687,163

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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