Civic Intelligence

Center Ann Sullivan Inc

990 • Fiscal year 2017 • EIN 20-8628786

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 19, 2018

730 New HampshireLawrence, KS 66044

(785) 749-0904

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-101%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.4%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,001,005

Down $157,181 (-14%) from 2016

Net Assets

Down

$1,001,005

Down $157,181 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$154,916

Up $2,070 (+1.4%) from 2016

Expenses

Down

$311,977

Down $6,331 (-2.0%) from 2016

Net Income

Up

-$157,061

Up $8,401 (+5.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $653,383Liabilities 2010: $0Net Assets 2010: $653,3832010Assets 2011: $823,407Liabilities 2011: $0Net Assets 2011: $823,4072011Assets 2012: $973,702Liabilities 2012: $0Net Assets 2012: $973,7022012Assets 2013: $1,176,285Liabilities 2013: $0Net Assets 2013: $1,176,2852013Assets 2014: $1,317,649Liabilities 2014: $0Net Assets 2014: $1,317,6492014Assets 2015: $1,352,267Liabilities 2015: $0Net Assets 2015: $1,352,2672015Assets 2016: $1,158,186Liabilities 2016: $0Net Assets 2016: $1,158,1862016Assets 2017: $1,001,005Liabilities 2017: $0Net Assets 2017: $1,001,0052017Assets 2018: $881,522Liabilities 2018: $0Net Assets 2018: $881,5222018Assets 2019: $772,730Liabilities 2019: $0Net Assets 2019: $772,7302019Assets 2020: $696,414Liabilities 2020: $0Net Assets 2020: $696,4142020Assets 2021: $715,028Liabilities 2021: $0Net Assets 2021: $715,0282021Assets 2022: $508,622Liabilities 2022: $0Net Assets 2022: $508,6222022Assets 2023: $400,295Liabilities 2023: $0Net Assets 2023: $400,2952023Assets 2024: $337,653Liabilities 2024: $0Net Assets 2024: $337,6532024

Highlighted filing

2017

Assets$1,001,005
Liabilities$0
Net Assets$1,001,005

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $40,2092010Revenue 2011: $182,589Expenses 2011: $12,565Net Income 2011: $170,0242011Expenses 2012: $12,9592012Revenue 2013: $215,972Expenses 2013: $14,126Net Income 2013: $201,8462013Revenue 2014: $195,638Expenses 2014: $56,077Net Income 2014: $139,5612014Revenue 2015: $87,401Expenses 2015: $86,236Net Income 2015: $1,1652015Revenue 2016: $152,846Expenses 2016: $318,308Net Income 2016: -$165,4622016Revenue 2017: $154,916Expenses 2017: $311,977Net Income 2017: -$157,0612017Revenue 2018: $77,826Expenses 2018: $197,327Net Income 2018: -$119,5012018Revenue 2019: $149,059Expenses 2019: $257,890Net Income 2019: -$108,8312019Revenue 2020: $204,005Expenses 2020: $278,755Net Income 2020: -$74,7502020Revenue 2021: $199,393Expenses 2021: $181,626Net Income 2021: $17,7672021Revenue 2022: $12,750Expenses 2022: $219,843Net Income 2022: -$207,0932022Revenue 2023: $89,125Expenses 2023: $197,452Net Income 2023: -$108,3272023Revenue 2024: $121,468Expenses 2024: $184,110Net Income 2024: -$62,6422024

Highlighted filing

2017

Revenue$154,916
Expenses$311,977
Net Income-$157,061
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 19, 2018
Return Version
2017v2.2
Gross Receipts
$604,018
Mission and Program Overview

Mission

To make the world a better place for people with different abilities due to cognitive, physical and behavioral limitations by providing research and educational resources for organizations and individuals working to support such people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,049,125$930,329▼ $118,796
Cash and Non-Interest-Bearing Accounts$26,375$38,887▲ $12,512
Savings and Temporary Cash Investments$82,686$31,789▼ $50,897
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,158,186$1,001,005▼ $157,181
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,132,543$963,604▼ $168,939
Unrestricted Net Assets$25,643$37,401▲ $11,758
Total Net Assets Fund Balance$1,158,186$1,001,005▼ $157,181
Total Liabilities and Net Assets / Fund Balance$1,158,186$1,001,005▼ $157,181
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alonso MayoPresident
Linda LawrenceDirector
Steven F WarrenDirector
Judith LeblancSecretary
Carolyn SchroederTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,142
Program Service Revenue
$0
Investment Income
$91,774
Other Revenue
$0
All Other Contributions
$63,142
Change in Net Assets
$-157,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,754
Other Expenses$96,223
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$215,754--$215,754
Fees for Services Other$83,333$275-$83,608
Fees for Service Investment Mgmnt Fees-$7,895-$7,895
Fees for Services Accounting-$1,850-$1,850
Travel$1,805--$1,805
Information Technology$1,025--$1,025
Other Expenses-$40-$40
Total Functional Expenses$301,917$10,060$0$311,977
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Holly SweeneyFormer DirectorConsulting FeesNo$83,333

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 is provided to the board members electronically and reviewed prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Center Ann Sullivan Inc
EIN
20-8628786
Phone
7857490904
Address
730 New Hampshire, Lawrence, KS 66044

Signing Officer

Name
Carolyn Schroeder
Title
Treasurer
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alonso Mayo
Formed
2007
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Mize Houser & Company PA
Address
211 East Eighth Street Suite A, Lawrence, KS 66044-2682
Preparer
Kenneth R Hite CPA
Phone
7858428844
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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: CASI solicits funds through a range of media, including the internet, and we receive contributions as mailed checks, via PayPal, GoFundMe, and the United Way. Holly Sweeney, PhD. who was at KU and became familiar with CASI and some of the service organizations it supports then became a board member, last year resigned from CASIs board and started raising funds for CASI almost full time to solicit and develop more support from the general public and grants from public charities.Judith M. LeBlanc, PhD. has historically been a key supporter for CASI since its inception given her interest in its mission and her wealth, and the Center for Ann Sullivan-Peru run by her friend Dr. Liliana Yolanda Mayo. However, financial support comes from a wide range of people and entities, geographically and by characteristic. The Annie Sullivan Enterprises Inc. facilitates fundraising. Contributions come from individuals and entities resident in nations from Canada south to Peru and from states across the USA. Given that CASIs mission is To work in economically deprived areas to assist children with severe developmental disabilities to function independently in society, anyone with an interest in that mission might be solicited for support for said mission.DONOR ACQUISITION AND RETENTION FOCUSES:Development of database to track all possible donors ("friends of CASP/CASI" - all people associated in some way with CASP)Donor recognition protocol - implemented written acknowledgement of donations within 3-5 business days for most donations (those directly to TCK, unless over $5,000, we do not know about until end of month report). Development of a annual communication calendar - both for possible donors as well as actual donors - methods, timing, focused content, purpose, etc. that addresses all possible donors "friends of CASP/CASI" Development of consistent donor materials - information we give to possible donorsManagement of donor data to identify possibilities for increased donations and/or repeat donor activity that is not currently being taken advantage of (can explain more if needed).Development of a "Power of 2 + You" campaign - being slowly launched through friend/donor communication.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0144575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0160974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0438924
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt044205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0167714
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29590
IRS990ScheduleA/PublicSupportPY170Pct00.25710
IRS990ScheduleA/PublicSupportTotal170Amt0179492
IRS990ScheduleA/SubstantialContributorsTotAmt0259432
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0160974
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0438924
IRS990ScheduleA/TotalSupportAmt0606638
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0215754
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0SOUTH AMERICA
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0HOLLY SWEENEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt083333
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PROVIDED TO THE BOARD MEMBERS ELECTRONICALLY AND REVIEWED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01132543
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0963604
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01158186
IRS990/TotalAssetsEOYAmt01001005
IRS990/TotalAssetsGrp/BOYAmt01158186
IRS990/TotalAssetsGrp/EOYAmt01001005
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063142
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010060
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301917
IRS990/TotalFunctionalExpensesGrp/TotalAmt0311977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01158186
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01001005
IRS990/TotalProgramServiceExpensesAmt0301917
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt091774
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154916
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01158186
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01001005
IRS990/TravelGrp/ProgramServicesAmt01805
IRS990/TravelGrp/TotalAmt01805
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025643
IRS990/UnrestrictedNetAssetsGrp/EOYAmt037401
IRS990/USAddress/AddressLine1Txt02346 LOMA VISTA PLACE
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090039
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0http://annsullivaninternational.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN SCHROEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Center Ann Sullivan Inc
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0208628786
ReturnHeader/Filer/PhoneNum07857490904
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 New Hampshire
ReturnHeader/Filer/USAddress/CityNm0Lawrence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480882363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mize Houser & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 East Eighth Street Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lawrence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0660442682
ReturnHeader/PreparerPersonGrp/PhoneNum07858428844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH R HITE CPA
ReturnHeader/ReturnTs02018-10-19T08:51:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.12$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.09$0.20$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.22$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.20$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.20$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.15$0.26$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.20$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.15$0.31$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.32$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.20$0.06$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.22$0.01$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.01
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.18$0.01$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.04