Civic Intelligence

Access Institute of Research

EIN 20-1019541 • 501(c)3 • Ferndale, WA

Profile

Promote and provide sources and information on renewable energy sources through ebooks, research materials, ev testing options, and lectures

3390 Aldergrove RoadFerndale, WA 98248

www.accessinstitute.org

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

1.08x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

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

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 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$270,424

No earlier filing loaded for comparison.

Liabilities

$270,424

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue95th percentileNet Margin97th percentile

Revenue

$250,000

No earlier filing loaded for comparison.

Expenses

$12,953

No earlier filing loaded for comparison.

Net Income

$237,047

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2019: $270,424Liabilities 2019: $270,424Net Assets 2019: $02019

Highlighted filing

2019

Assets$270,424
Liabilities$270,424
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2019: $250,000Expenses 2019: $12,953Net Income 2019: $237,0472019

Highlighted filing

2019

Revenue$250,000
Expenses$12,953
Net Income$237,047
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,424
Liabilities
$270,424
Net assets
$0
Revenue
$250,000
Expenses
$12,953
Net income
$237,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.00$2.50$0.13$2.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 20, 2020
Return Version
2019v5.0
Gross Receipts
$250,000
Mission and Program Overview

Mission

Promote and provide sources and information on renewable energy sources through ebooks, research materials, ev testing options, and lectures

Promote and provide sources and information on renewable energy sources through ebooks, research materials, ev testing options and lectures

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,377$270,424▲ $237,047
Total Assets$33,377$270,424▲ $237,047
Liabilities
Deferred Revenue$33,377$267,124▲ $233,747
Accounts Payable and Accrued Expenses-$3,300-
Total Liabilities$33,377$270,424▲ $237,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$33,377$270,424▲ $237,047
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Sandy GottschokBoard Member
Joyce K SegalDirector
Kimberly CooperSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$250,000
Change in Net Assets
$237,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$9,653--$9,653
Fees for Services Accounting$2,000--$2,000
Office Expenses$1,200--$1,200
Information Technology$100--$100
Total Functional Expenses$12,953$0$0$12,953
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Part VIII Line 1F

“The first time the organization had a contribution over 5,000”

Filing and Contact Details

Filer

Filer Name
Access Institute of Research
EIN
20-1019541
Phone
6504306243
Address
3390 ALDERGROVE ROAD, FERNDALE, WA 98248

Signing Officer

Name
Joyce K Segal
Title
Director
Phone
6504306243
Signed
2020-03-20
Discuss with paid preparer
No

Organization Details

Principal Officer
Joyce Katheryn Segal
Formed
2009
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Hrb Tax Group Inc
Address
1155 E SUNSET DR STE 110, BELLINGHAM, WA 98226
Preparer
Gregory Hegykozi
Phone
3607330700
Supplemental Narrative

Additional Explanations

Part III Line 4

“There is attachments with the top 3 achievements”

Raw XML Appendix263 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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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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