Civic Intelligence

Independence Unlimited Inc.

990 • Fiscal year 2019 • EIN 11-2848994

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 04, 2020

151 New Park Avenue Suite DHartford, CT 06106

(860) 523-5021

Siviq Scores

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

Liabilities / Assets

87th percentile

0.34x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$64,397

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$250,141

Down $17,925 (-6.7%) from 2018

Net Assets

Down

$164,467

Down $5,193 (-3.1%) from 2018

Liabilities

Down

$85,674

Down $12,732 (-13%) from 2018

Revenue

Down

$323,930

Down $194,566 (-38%) from 2018

Expenses

Down

$329,123

Down $209,305 (-39%) from 2018

Net Income

Up

-$5,193

Up $14,739 (+74%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $225,996Liabilities 2011: $121,452Net Assets 2011: $104,5442011Assets 2012: $252,893Liabilities 2012: $143,763Net Assets 2012: $109,1302012Assets 2013: $261,708Liabilities 2013: $151,258Net Assets 2013: $110,4502013Assets 2014: $308,772Liabilities 2014: $154,676Net Assets 2014: $154,0962014Assets 2015: $236,522Liabilities 2015: $55,885Net Assets 2015: $180,6372015Assets 2016: $251,962Liabilities 2016: $67,459Net Assets 2016: $184,5032016Assets 2017: $368,128Liabilities 2017: $178,536Net Assets 2017: $189,5922017Assets 2018: $268,066Liabilities 2018: $98,406Net Assets 2018: $169,6602018Assets 2019: $250,141Liabilities 2019: $85,674Net Assets 2019: $164,4672019Assets 2020: $310,294Liabilities 2020: $130,606Net Assets 2020: $179,6882020Assets 2021: $344,939Liabilities 2021: $161,722Net Assets 2021: $183,2172021Assets 2022: $337,618Liabilities 2022: $152,791Net Assets 2022: $184,8272022Assets 2023: $485,252Liabilities 2023: $293,570Net Assets 2023: $191,6822023Assets 2024: $582,830Liabilities 2024: $390,251Net Assets 2024: $192,5792024

Highlighted filing

2019

Assets$250,141
Liabilities$85,674
Net Assets$164,467

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $839,258Expenses 2011: $817,458Net Income 2011: $21,8002011Revenue 2012: $769,986Expenses 2012: $765,400Net Income 2012: $4,5862012Revenue 2013: $837,360Expenses 2013: $836,040Net Income 2013: $1,3202013Revenue 2014: $871,474Expenses 2014: $827,828Net Income 2014: $43,6462014Revenue 2015: $821,466Expenses 2015: $794,925Net Income 2015: $26,5412015Revenue 2016: $723,041Expenses 2016: $719,175Net Income 2016: $3,8662016Revenue 2017: $557,509Expenses 2017: $552,420Net Income 2017: $5,0892017Revenue 2018: $518,496Expenses 2018: $538,428Net Income 2018: -$19,9322018Revenue 2019: $323,930Expenses 2019: $329,123Net Income 2019: -$5,1932019Revenue 2020: $372,313Expenses 2020: $357,092Net Income 2020: $15,2212020Revenue 2021: $389,915Expenses 2021: $386,386Net Income 2021: $3,5292021Revenue 2022: $374,689Expenses 2022: $373,079Net Income 2022: $1,6102022Revenue 2023: $431,810Expenses 2023: $424,955Net Income 2023: $6,8552023Revenue 2024: $443,862Expenses 2024: $442,965Net Income 2024: $8972024

Highlighted filing

2019

Revenue$323,930
Expenses$329,123
Net Income-$5,193
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.2
Gross Receipts
$323,930
Mission and Program Overview

Mission

The organization is a consumer controlled, community based organization for independent living in the capital region of connecticut. The organization provides services to enable people with physical, sensory, cognitive, communication, and emotional disabilities to live as independently as they choose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$217,300$190,770▼ $26,530
Pledges and Grants Receivable$32,770$40,724▲ $7,954
Prepaid Expenses and Deferred Charges$6,040$7,656▲ $1,616
Savings and Temporary Cash Investments$5,345$5,360▲ $15
Land, Buildings, and Equipment, Net$3,539$2,559▼ $980
Total Assets$268,066$250,141▼ $17,925
Other Assets Total$3,072$3,072→ $0
Liabilities
Deferred Revenue$74,585$64,858▼ $9,727
Accounts Payable and Accrued Expenses$23,821$20,816▼ $3,005
Total Liabilities$98,406$85,674▼ $12,732
Net Assets / Fund Balance
Unrestricted Net Assets$169,660$164,467▼ $5,193
Total Net Assets Fund Balance$169,660$164,467▼ $5,193
Total Liabilities and Net Assets / Fund Balance$268,066$250,141▼ $17,925

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,559$106,629$109,188
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jaclyn PinneyExecutive DiFT$55,600$8,797$64,397

Board Members and Trustees

NameTitle
Tony OrriolaChairperson
Lauren MauriceVice Chairpe
Dillon SparksDirector
Gregory JohnsonDirector
James LesterDirector
Roberto LeutwilerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$313,962
Program Service Revenue
$6,081
Investment Income
$37
Other Revenue
$3,850
All Other Contributions
$14,161
Change in Net Assets
$-5,193

Audited Revenue Reconciliation

Revenue per Audited Statements
$323,930
Total Revenue per Audited Statements
$323,930
Total Revenue per Form 990
$323,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$191,431
Other Expenses$137,692
Total Fundraising Expense$10,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$92,663$7,239$90$99,992
Current Officers, Directors, Trustees, and Key Employees$44,832$13,607$5,871$64,310
Occupancy$32,635$4,949$1,416$39,000
Fees for Services Accounting-$23,900-$23,900
Payroll Taxes$14,691$2,228$637$17,556
Office Expenses$11,081$1,681$481$13,243
All Other Expenses$8,514$1,292$369$10,175
Other Employee Benefits$8,011$1,215$347$9,573
Other Expenses$4,000$607$174$4,781
Insurance$3,538$537$153$4,228
Travel$1,405$213$61$1,679
Conferences and Meetings$1,099$167$48$1,314
Depreciation Depletion$820$124$36$980
Total Functional Expenses$259,024$59,825$10,274$329,123

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$329,123
Total Expenses per Audited Statements$329,123
Total Expenses per Form 990$329,123
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Directors are elected by the membership at the annual membership meeting.

Form 990, Page 6, Part VI, Line 7B

Members of the organization have the right to vote on such business that is transacted at the annual membership meeting.

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

The cpa preparing the return presents a draft copy to the full board for review and approval prior to filing the return.

Form 990, Page 6, Part VI, Line 12C

Interested persons must disclose possible conflicts of interest to the board in writing. The interested person is required to abstain from voting and discussion on the matter.

Form 990, Page 6, Part VI, Line 15A

The executive committee of the board reviews annually the executive director's performance and salary. Increases are awarded based on both performance and the availability of grant funds.

Form 990, Page 6, Part VI, Line 15B

The executive director reviews the performance and salary of all employees other than herself. Increases in salary are awarded based on performance and on the availability of grant/program funding.

Form 990, Page 6, Part VI, Line 19

The governing documents of the organization are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Independence Unlimited Inc
EIN
11-2848994
Phone
8605235021
Address
151 NEW PARK AVENUE SUITE D, HARTFORD, CT 06106

Signing Officer

Name
Jaclyn Pinney
Title
Executive Director
Phone
8605235021
Signed
2020-02-04

Organization Details

Principal Officer
Jaclyn Pinney
Formed
1982
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
12
Volunteers
10

Preparer

Firm
Carney Roy and Gerrol Pc
Address
35 COLD SPRING ROAD SUITE 111, ROCKY HILL, CT 06067-3161
Preparer
Thomas D Roy
Phone
8607215786
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization is a consumer controlled, community based organization for independent living in the capital region of connecticut. The organization provides services to enable people with physical, sensory, cognitive, communication, and emotional disabilities to live as independently as they choose.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO VOTE ON SUCH BUSINESS THAT IS TRANSACTED AT THE ANNUAL MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CPA PREPARING THE RETURN PRESENTS A DRAFT COPY TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERESTED PERSONS MUST DISCLOSE POSSIBLE CONFLICTS OF INTEREST TO THE BOARD IN WRITING. THE INTERESTED PERSON IS REQUIRED TO ABSTAIN FROM VOTING AND DISCUSSION ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ANNUALLY THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SALARY. INCREASES ARE AWARDED BASED ON BOTH PERFORMANCE AND THE AVAILABILITY OF GRANT FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE EXECUTIVE DIRECTOR REVIEWS THE PERFORMANCE AND SALARY OF ALL EMPLOYEES OTHER THAN HERSELF. INCREASES IN SALARY ARE AWARDED BASED ON PERFORMANCE AND ON THE AVAILABILITY OF GRANT/PROGRAM FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
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ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACLYN PINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08605235021
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENCE UNLIMITED INC
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ReturnHeader/Filer/PhoneNum08605235021
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$3.90$1.93$4.44$4.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.85$2.94$1.92$4.32$4.25$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$1.53$1.85$3.75$3.73$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.45$1.62$1.83$3.90$3.86$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.10$1.31$1.80$3.72$3.57$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.50$0.86$1.64$3.24$3.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.98$1.70$5.18$5.38$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.68$1.79$1.90$5.58$5.52$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.67$1.85$7.23$7.19$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.56$1.81$8.21$7.95$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.09$1.55$1.54$8.71$8.28$0.44
2013Summary only. Only limited summary data is available for this year.$2.62$1.51$1.10$8.37$8.36$0.01
2012Summary only. Only limited summary data is available for this year.$2.53$1.44$1.09$7.70$7.65$0.05
2011Summary only. Only limited summary data is available for this year.$2.26$1.21$1.05$8.39$8.17$0.22