Civic Intelligence

Advocacy Institute Inc

EIN 05-0527118 • 501(c)3 • Charlotte, NC

Profile

Advocacy institute, inc's purpose is to create community inclusive opportunities for children with disabilities and training for their families.

PO Box 480160Charlotte, NC 28269

www.advocacyinstituteinc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

224%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-19%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$42,309

Up $29,264 (+224%) from 2015

Liabilities

Up

$4,625

Up $4,000 (+640%) from 2015

Net Assets

Up

$37,684

Up $25,264 (+203%) from 2015

Operations
Liabilities / Revenue75th percentileNet Margin70th percentile

Revenue

Down

$170,622

Down $39,867 (-19%) from 2015

Expenses

Down

$144,938

Down $74,091 (-34%) from 2015

Net Income

Up

$25,684

Up $34,224 (+401%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $0Liabilities 2010: $02010Assets 2013: $8,939Liabilities 2013: $623Net Assets 2013: $8,3162013Assets 2014: $22,057Liabilities 2014: $625Net Assets 2014: $21,4322014Assets 2015: $13,045Liabilities 2015: $625Net Assets 2015: $12,4202015Assets 2016: $42,309Liabilities 2016: $4,625Net Assets 2016: $37,6842016

Highlighted filing

2016

Assets$42,309
Liabilities$4,625
Net Assets$37,684
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2013: $119,852Expenses 2013: $111,848Net Income 2013: $8,0042013Revenue 2014: $203,361Expenses 2014: $189,533Net Income 2014: $13,8282014Revenue 2015: $210,489Expenses 2015: $219,029Net Income 2015: -$8,5402015Revenue 2016: $170,622Expenses 2016: $144,938Net Income 2016: $25,6842016

Highlighted filing

2016

Revenue$170,622
Expenses$144,938
Net Income$25,684
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,309
Liabilities
$4,625
Net assets
$37,684
Revenue
$170,622
Expenses
$144,938
Net income
$25,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.05$0.38$1.71$1.45$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.01$0.12$2.10$2.19$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$2.03$1.90$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.08$1.20$1.12$0.08
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$170,622
Mission and Program Overview

Mission

Advocacy institute, inc's purpose is to create community inclusive opportunities for children with disabilities and training for their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,855$41,539▲ $29,684
Land, Buildings, and Equipment, Net$1,190$770▼ $420
Total Assets$13,045$42,309▲ $29,264
Liabilities
Other Liabilities-$4,000-
Accounts Payable and Accrued Expenses$625$625→ $0
Total Liabilities$625$4,625▲ $4,000
Net Assets / Fund Balance
Unrestricted Net Assets$12,420$37,684▲ $25,264
Total Net Assets Fund Balance$12,420$37,684▲ $25,264
Total Liabilities and Net Assets / Fund Balance$13,045$42,309▲ $29,264

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$648$1,044$1,692
Other Land Buildings$122$588$710
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Deborah a WhitfieldCEO
Brenda C ArmstrongCOO
Revenue and Support

Revenue Composition

Contributions and Grants
$170,622
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$25,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,741
Salaries, Compensation, and Employee Benefits$66,197
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,197--$66,197
Fees for Services Other$38,782--$38,782
Conferences and Meetings$16,726--$16,726
Fees for Services Management$13,327--$13,327
Office Expenses$4,164--$4,164
Information Technology$3,000--$3,000
Insurance$1,275--$1,275
Fees for Services Accounting$1,125--$1,125
Occupancy$248--$248
Travel$94--$94
Total Functional Expenses$144,938$0$0$144,938
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Deborah$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Advocacy Institute Inc
EIN
05-0527118
Address
PO BOX 480160, CHARLOTTE, NC 28269

Signing Officer

Name
Brenda C Armstrong
Title
COO
Signed
2017-11-03

Organization Details

Principal Officer
Brenda C Armstrong
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Michael W Mcgowan CPA Pa
Address
7301 CARMEL EXECUTIVE PARK DR STE 2, CHARLOTTE, NC 28226-8415
Preparer
Michael W Mcgowan
Phone
7043413003
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Session trainings in raleigh, nc at the sheraton hotel. Guest presenters were brought in who provided experiential-learning on various topics including: the history of disability; inclusive-education; government-funded services; self-determination; boards/commissions and parliamentary procedure; state and federal legislative process; housing; employment; effective use of the media. Participants also delivered mock-testimony at the state legislative building. Conducted 2 regional trainings to graduates of the training program in asheville and raleigh, nc. Traveled extensively to asheville to support parents and self-advocates to remain engaged in disability advocacy. Developed marketing materials for external distribution concerning aii's collaborative project with the nccdd. Worked on improved internal, administrative systems-file storage and retrieval, staffing, added accounting service support, reporting, policies and procedures, training recruitment systems. Worked on improved external, administrative systems-new and improved website. Collaborated with consulting firm, legacy partners, llc, to improve training outcomes, and participant follow-up systems. Hosted several board-related functions to recruit new board members and engage existing members.”

Form 990, Part IX, Line 11G

“Equipment and room rental 38,384 0 0 miscellaneous 398 0 0 total 38,782 0 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -420”

Raw XML Appendix266 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT AND ROOM RENTAL 38,384 0 0 MISCELLANEOUS 398 0 0 TOTAL 38,782 0 0
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IRS990/USAddress/AddressLine1Txt0PO BOX 480160
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0282698678
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.ADVOCACYINSTITUTEINC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA C ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVOCACY INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0ADVO
ReturnHeader/Filer/EIN0050527118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 480160
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028269
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0785D9C2ED1D7D71080B37B0B92652DCFB840D16B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB80C7989FAE299D5201A9CABC7450EB497F6ACE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562177917
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL W MCGOWAN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 CARMEL EXECUTIVE PARK DR STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282268415
ReturnHeader/PreparerPersonGrp/PhoneNum07043413003
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W MCGOWAN
ReturnHeader/ReturnTs02017-11-09T12:45:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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