Civic Intelligence

Idealware Inc

990 • Fiscal year 2017 • EIN 20-3819456

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 24, 2018

Organization ProfileWWW.IDEALWARE.ORG
PO Box 19451Minneapolis, MN 55419

(207) 613-7313

Siviq Scores

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

Liabilities / Assets

96th percentile

1.42x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 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.

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

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

30th percentile

-8.7%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$47,376

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

Net Assets

Down

-$19,809

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

Liabilities

Up

$67,185

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

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin21st 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

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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 Growth19th percentile

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

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 PayScore unavailable

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.”

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IRS990/OtherExpensesGrp/TotalAmt16562
IRS990/OtherExpensesGrp/TotalAmt2934
IRS990/OtherExpensesGrp/TotalAmt31230
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IRS990/OtherRevenueMiscGrp/Desc0MISC REIMBURSEMENTS
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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
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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
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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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
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt092910
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0140084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0662440
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0243076
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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
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0337217

Document Assets

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Filings

Displayed 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