Civic Intelligence

Idealware Inc

EIN 20-3819456 • 501(c)3 • Minneapolis, MN

Profile

Idealware's mission is to create objective reference and educational materials about computer software of interest to the nonprofit sector, including computer software reviews, case studies and articles; and to distribute the reference and educational materials online to nonprofits, in print and through workshops.

PO Box 19451Minneapolis, MN 55419

www.idealware.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.42x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$101,504

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-8.7%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-26%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$47,376

Down $4,510 (-8.7%) from 2016

Liabilities

Up

$67,185

Up $43,509 (+184%) from 2016

Net Assets

Down

-$19,809

Down $48,019 (-170%) from 2016

Operations
Liabilities / Revenue86th percentileNet Margin28th percentile

Revenue

Down

$378,116

Down $133,985 (-26%) from 2016

Expenses

Down

$426,135

Down $45,863 (-9.7%) from 2016

Net Income

Down

-$48,019

Down $88,122 (-220%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$200K$150K$100K$50K$0-$50KAssets 2010: $32,896Liabilities 2010: $8,199Net Assets 2010: $24,6972010Assets 2011: $70,305Liabilities 2011: $13,071Net Assets 2011: $57,2342011Assets 2012: $125,627Liabilities 2012: $16,143Net Assets 2012: $109,4842012Assets 2013: $84,272Liabilities 2013: $188Net Assets 2013: $84,0842013Assets 2014: $150,033Liabilities 2014: $8,867Net Assets 2014: $141,1662014Assets 2015: $51,319Liabilities 2015: $61,927Net Assets 2015: -$10,6082015Assets 2016: $51,886Liabilities 2016: $23,676Net Assets 2016: $28,2102016Assets 2017: $47,376Liabilities 2017: $67,185Net Assets 2017: -$19,8092017

Highlighted filing

2017

Assets$47,376
Liabilities$67,185
Net Assets-$19,809
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $167,652Expenses 2010: $163,132Net Income 2010: $4,5202010Expenses 2011: $304,1892011Expenses 2012: $360,8542012Revenue 2013: $455,560Expenses 2013: $471,362Net Income 2013: -$15,8022013Revenue 2014: $537,213Expenses 2014: $473,981Net Income 2014: $63,2322014Revenue 2015: $432,377Expenses 2015: $580,330Net Income 2015: -$147,9532015Revenue 2016: $512,101Expenses 2016: $471,998Net Income 2016: $40,1032016Revenue 2017: $378,116Expenses 2017: $426,135Net Income 2017: -$48,0192017

Highlighted filing

2017

Revenue$378,116
Expenses$426,135
Net Income-$48,019
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,376
Liabilities
$67,185
Net assets
-$19,809
Revenue
$378,116
Expenses
$426,135
Net income
-$48,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.67$0.20$3.78$4.26$0.48
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.24$0.28$5.12$4.72$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.62$0.11$4.32$5.80$1.48
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.09$1.41$5.37$4.74$0.63
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$4.56$4.71$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.16$1.09$3.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.13$0.57$3.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.08$0.25$1.68$1.63$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 24, 2018
Return Version
2017v2.2
Gross Receipts
$379,725
Mission and Program Overview

Mission

Idealware's mission is to provide thoroughly researched, impartial and accessible resources to help nonprofits make smart technology decisions.

Idealware provides impartial, thoroughly researched, and easy to understand resources to help non-profits use technology to create greater social impact in our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$19,909$37,516▲ $17,607
Cash and Non-Interest-Bearing Accounts$30,097$9,860▼ $20,237
Land, Buildings, and Equipment, Net$469--
Total Assets$51,886$47,376▼ $4,510
Other Assets Total$1,411--
Liabilities
Unsecured Notes Loans Payable$13,180$49,695▲ $36,515
Accounts Payable and Accrued Expenses$10,496$17,490▲ $6,994
Total Liabilities$23,676$67,185▲ $43,509
Net Assets / Fund Balance
Unrestricted Net Assets$28,210$-19,809▼ $48,019
Total Net Assets Fund Balance$28,210$-19,809▼ $48,019
Total Liabilities and Net Assets / Fund Balance$51,886$47,376▼ $4,510
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen GrahamExecutive DirectorFT$101,504$101,504

Board Members and Trustees

NameTitle
J MccrayPresident
Leon WilsonVice President
Alison PaulBoard Member
Ellen BassBoard Member
John GreinerBoard Member
Kurt VoelkersBoard Member
Lindsay BealkoBoard Member
Luis ChabollaBoard Member
Mccrae ParkerBoard Member
Steve BackmanBoard Member
Tierney SmithSecretary
Amy StudwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,337
Program Service Revenue
$232,596
Investment Income
$0
Other Revenue
$9,183
All Other Contributions
$136,337
Change in Net Assets
$-48,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$283,797
Other Expenses$142,338
Total Fundraising Expense$31,601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,634$15,454$15,454$154,542
Current Officers, Directors, Trustees, and Key Employees$81,204$10,150$10,150$101,504
Fees for Services Other$80,830$0$0$80,830
Payroll Taxes$16,846$2,106$2,106$21,058
Fees for Services Accounting$0$11,942$0$11,942
Travel$6,645$831$831$8,307
Information Technology$5,990$748$748$7,486
Other Employee Benefits$5,355$669$669$6,693
Insurance$4,008$501$501$5,010
Office Expenses$0$4,998$0$4,998
Occupancy$3,933$492$492$4,917
Interest$3,233$404$404$4,041
Conferences and Meetings$3,560$0$0$3,560
Other Expenses$0$1,230$0$1,230
Depreciation Depletion$657$82$82$821
Fees for Services Legal$0$50$0$50
Total Functional Expenses$337,217$57,317$31,601$426,135
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
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Idealware Inc
EIN
20-3819456
Phone
2076137313
Address
PO BOX 19451, MINNEAPOLIS, MN 55419

Signing Officer

Name
Karen Graham
Title
Executive Director
Phone
2076137313
Signed
2018-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Graham
Formed
2005
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
200

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
587 Haddon Avenue, Collingswood, NJ 08108
Preparer
Edward a Suarez CPA Mba
Phone
8568587887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The idealware board of directors reviews and approves the form 990 before filing.”

Pt VI, Line 12C

“Idealware has a written conflict of interests policy concerning outside vendors, personal, financial, or business interests. The board of directors reviews potential board and staff conflicts annually and monitors enforcement of the policy.”

Pt VI, Line 15A

“The board of directors is responsible for determining the compensation of the executive director. This is done by reviewing salary information for comparable positions. Adjustments are made based on performance reviews.”

Pt VI, Line 15B

“The board of directors is responsible for determining the compensation of other key employees. This is done by reviewing salary information for comparable positions. Adjustments are made based on performance reviews.”

Pt VI, Line 19

“These documents are avaliable upon request.”

Raw XML AppendixShowing 400 of 469 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010496
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017490
IRS990/AccountsReceivableGrp/BOYAmt019909
IRS990/AccountsReceivableGrp/EOYAmt037516
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IDEALWARE PROVIDES IMPARTIAL, THOROUGHLY RESEARCHED, AND EASY TO UNDERSTAND RESOURCES TO HELP NON-PROFITS USE TECHNOLOGY TO CREATE GREATER SOCIAL IMPACT IN OUR COMMUNITIES.
IRS990/AllOtherContributionsAmt0136337
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0KAREN GRAHAM
IRS990/BooksInCareOfDetail/PhoneNum06123149304
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05818 KNOX AVE S
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055419
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt030097
IRS990/CashNonInterestBearingGrp/EOYAmt09860
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010150
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010150
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt081204
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101504
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03560
IRS990/ConferencesMeetingsGrp/TotalAmt03560
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt01609
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0136337
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0142338
IRS990/CYOtherRevenueAmt09183
IRS990/CYProgramServiceRevenueAmt0232596
IRS990/CYRevenuesLessExpensesAmt0-48019
IRS990/CYSalariesCompEmpBnftPaidAmt0283797
IRS990/CYTotalExpensesAmt0426135
IRS990/CYTotalFundraisingExpenseAmt031601
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0378116
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt082
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt082
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0657
IRS990/DepreciationDepletionGrp/TotalAmt0821
IRS990/Desc0EDUCATION AND OUTREACH: THROUGH WEBINARS, ONLINE COURSES, CONFERENCE APPEARANCES AND CUSTOMIZED WORKSHOPS, IDEALWARE PROVIDED TRAINING TO 5000 INDIVIDUALS IN 2017. OUR TRAINING IS BASED ON OUR UNBIASED RESEARCH AND IS CAREFULLY DESIGNED TO ENSURE THAT WE'RE PROVIDING BOTH THE STRATEGIC INFORMATION AND THE PRACTICAL ADVICE NON-PROFITS NEED TO MAKE EFFECTIVE TECHNOLOGY DECISIONS. SOME HIGHLIGHTS INCLUDE A NEW SEVEN-PART SERIES ON ONLINE COMMUNICATIONS, A NEW E-LEARNING UNIT ON TEXT MESSAGING FOR NON-PROFITS, A KEYNOTE ADDRESS AT THE INTERNATIONAL SEKTOR 3.0 CONFERENCE IN POLAND, A FEATURE EPISODE ON NON-PROFIT RADIO, AND AN AUDIENCE SURVEY TO IMPROVE OUR UNDERSTANDING OF AUDIENCE NEEDS AND PREFERENCES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0147532
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011942
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt011942
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt050
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt050
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt080830
IRS990/FeesForServicesOtherGrp/TotalAmt080830
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0J MCCRAY
IRS990/Form990PartVIISectionAGrp/PersonNm1LEON WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY STUDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3TIERNEY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLEN BASS
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE BACKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDSAY BEALKO
IRS990/Form990PartVIISectionAGrp/PersonNm7MCCRAE PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm8ALISON PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm9KURT VOELKERS
IRS990/Form990PartVIISectionAGrp/PersonNm10LUIS CHABOLLA
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN GREINER
IRS990/Form990PartVIISectionAGrp/PersonNm12KAREN GRAHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12101504
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0379725
IRS990/GrossSalesOfInventoryAmt010480
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0748
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0748
IRS990/InformationTechnologyGrp/ProgramServicesAmt05990
IRS990/InformationTechnologyGrp/TotalAmt07486
IRS990/InsuranceGrp/FundraisingAmt0501
IRS990/InsuranceGrp/ManagementAndGeneralAmt0501
IRS990/InsuranceGrp/ProgramServicesAmt04008
IRS990/InsuranceGrp/TotalAmt05010
IRS990/InterestGrp/FundraisingAmt0404
IRS990/InterestGrp/ManagementAndGeneralAmt0404
IRS990/InterestGrp/ProgramServicesAmt03233
IRS990/InterestGrp/TotalAmt04041
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0469
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IDEALWARE PROVIDES IMPARTIAL, THOROUGHLY RESEARCHED, AND EASY TO
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt028210
IRS990/NetAssetsOrFundBalancesEOYAmt0-19809
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08871
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt08871
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0492
IRS990/OccupancyGrp/ManagementAndGeneralAmt0492
IRS990/OccupancyGrp/ProgramServicesAmt03933
IRS990/OccupancyGrp/TotalAmt04917
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04998
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt04998
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01411
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0669
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0669
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05355
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06693
IRS990/OtherExpensesGrp/Desc0MISC EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt0164
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0164
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16562
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31230
IRS990/OtherExpensesGrp/ProgramServicesAmt01322
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01650
IRS990/OtherExpensesGrp/TotalAmt16562
IRS990/OtherExpensesGrp/TotalAmt2934
IRS990/OtherExpensesGrp/TotalAmt31230
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0312
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0312
IRS990/OtherRevenueTotalAmt0312
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015454
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015454
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123634
IRS990/OtherSalariesAndWagesGrp/TotalAmt0154542
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02106
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02106
IRS990/PayrollTaxesGrp/ProgramServicesAmt016846
IRS990/PayrollTaxesGrp/TotalAmt021058
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KAREN GRAHAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION AND OUTREACH
IRS990/ProgramServiceRevenueGrp/Desc1RESEARCH
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0129556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1103040
IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH: IDEALWARE IS A HIGHLY RESPECTED SOURCE FOR UNBIASED, RESEARCH-BASED INFORMATION TO HELP NON-PROFITS UNDERSTAND WHAT SOFTWARE AND TECHNOLOGY OPTIONS ARE AVAILABLE TO THEM. IN 2017, WE RELEASED EIGHT IN-DEPTH PUBLICATIONS INCLUDING "A CONSUMERS GUIDE TO LOW-COST DONOR MANAGEMENT SYSTEMS", "TEXT MESSAGING FOR PROGRAM DELIVERY", "BECOMING A DATA-INFORMED ORGANIZATION", AND MORE. WE ALSO WROTE ARTICLES ON A WIDE VARIETY OF TOPICS SUCH AS CASE MANAGEMENT SOFTWARE TRENDS. ALL OF THIS RESEARCH
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0189685
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0103040
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0156125
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0248
IRS990/PYOtherExpensesAmt0164135
IRS990/PYOtherRevenueAmt05004
IRS990/PYProgramServiceRevenueAmt0350724
IRS990/PYRevenuesLessExpensesAmt040103
IRS990/PYSalariesCompEmpBnftPaidAmt0307863
IRS990/PYTotalExpensesAmt0471998
IRS990/PYTotalRevenueAmt0512101
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-48019
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0129556
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: REIMBURSEMENTS 2016: 4836. 2017: 5786.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0156125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt092910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0136984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0140084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0662440
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0248
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0243076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0350894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0330613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0400666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0303366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01628615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0248
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05786
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04836
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010622
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.87150
IRS990ScheduleA/PublicSupportPY509Pct00.87550
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02006079
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0171338
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0113638
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0284976
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0171338
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0113638
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0284976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0379413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0507019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0423523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0537650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0443450
IRS990ScheduleA/Total509Grp/TotalAmt02291055
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02301925
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE IDEALWARE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IDEALWARE HAS A WRITTEN CONFLICT OF INTERESTS POLICY CONCERNING OUTSIDE VENDORS, PERSONAL, FINANCIAL, OR BUSINESS INTERESTS. THE BOARD OF DIRECTORS REVIEWS POTENTIAL BOARD AND STAFF CONFLICTS ANNUALLY AND MONITORS ENFORCEMENT OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS IS DONE BY REVIEWING SALARY INFORMATION FOR COMPARABLE POSITIONS. ADJUSTMENTS ARE MADE BASED ON PERFORMANCE REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF OTHER KEY EMPLOYEES. THIS IS DONE BY REVIEWING SALARY INFORMATION FOR COMPARABLE POSITIONS. ADJUSTMENTS ARE MADE BASED ON PERFORMANCE REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVALIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051886
IRS990/TotalAssetsEOYAmt047376
IRS990/TotalAssetsGrp/BOYAmt051886
IRS990/TotalAssetsGrp/EOYAmt047376
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136337
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt031601
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057317
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0337217

Document Assets

No mirrored PDF or thumbnail assets are attached yet.