Civic Intelligence

Individual Learning Solutions Inc

990 • Fiscal year 2014 • EIN 20-8664504

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileWWW.INDIVIDUALLEARNINGSOLUTIONS.ORG
2162 Grand AvenueEldorado, IL 62930

(314) 576-5249

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

375%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$37,972

Up $4,898 (+15%) from 2013

Net Assets

Up

$37,972

Up $4,898 (+15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

Up

$15,967

Up $12,608 (+375%) from 2013

Expenses

Up

$11,069

Up $2,484 (+29%) from 2013

Net Income

Up

$4,898

Up $10,124 (+194%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$60K$40K$20K$0Assets 2010: $40,784Liabilities 2010: $0Net Assets 2010: $40,7842010Assets 2011: $39,025Liabilities 2011: $0Net Assets 2011: $39,0252011Assets 2012: $38,300Liabilities 2012: $0Net Assets 2012: $38,3002012Assets 2013: $33,074Liabilities 2013: $0Net Assets 2013: $33,0742013Assets 2014: $37,972Liabilities 2014: $0Net Assets 2014: $37,9722014Assets 2015: $24,900Liabilities 2015: $0Net Assets 2015: $24,9002015Assets 2016: $19,788Liabilities 2016: $0Net Assets 2016: $19,7882016Assets 2017: $19,824Liabilities 2017: $0Net Assets 2017: $19,8242017Assets 2018: $22,050Liabilities 2018: $0Net Assets 2018: $22,0502018Assets 2019: $17,713Liabilities 2019: $0Net Assets 2019: $17,7132019Assets 2020: $17,054Liabilities 2020: $0Net Assets 2020: $17,0542020Assets 2021: $9,044Liabilities 2021: $1,500Net Assets 2021: $7,5442021Assets 2022: $7,765Liabilities 2022: $5,500Net Assets 2022: $2,2652022Assets 2023: $7,991Liabilities 2023: $5,500Net Assets 2023: $2,4912023

Highlighted filing

2014

Assets$37,972
Liabilities$0
Net Assets$37,972
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $5,6462010Expenses 2011: $3,5632011Expenses 2012: $6,3232012Revenue 2013: $3,359Expenses 2013: $8,585Net Income 2013: -$5,2262013Revenue 2014: $15,967Expenses 2014: $11,069Net Income 2014: $4,8982014Revenue 2015: $720Expenses 2015: $13,792Net Income 2015: -$13,0722015Revenue 2016: $7,059Expenses 2016: $12,171Net Income 2016: -$5,1122016Revenue 2017: $10,257Expenses 2017: $10,221Net Income 2017: $362017Revenue 2018: $15,422Expenses 2018: $13,196Net Income 2018: $2,2262018Revenue 2019: $18,006Expenses 2019: $22,343Net Income 2019: -$4,3372019Revenue 2020: $10,113Expenses 2020: $10,720Net Income 2020: -$6072020Revenue 2021: $587Expenses 2021: $10,097Net Income 2021: -$9,5102021Revenue 2022: $132Expenses 2022: $5,411Net Income 2022: -$5,2792022Revenue 2023: $7,293Expenses 2023: $7,067Net Income 2023: $2262023

Highlighted filing

2014

Revenue$15,967
Expenses$11,069
Net Income$4,898
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$47,427
Mission and Program Overview

Mission

Empowering students with learning differences, physical, medical, or developmental challenges to reach their full academic, social and emotional potential through a variety of diagnostic, learning, counseling, advisory, research and recreational strategies including individual and family therapies.

Empowering students with learning differences, physical, medical or developmental challenges to reach their full academic, social and emotional potential through a variety of diagnostic, learning, counseling, advisory, research and recreational strategies including individual and family therapies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,074$37,972▲ $4,898
Investments Other Securities$25,032$31,263▲ $6,231
Savings and Temporary Cash Investments$5,880$5,195▼ $685
Land, Buildings, and Equipment, Net$2,162$1,514▼ $648
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,074$37,972▲ $4,898
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,074$37,972▲ $4,898
Total Liabilities and Net Assets / Fund Balance$33,074$37,972▲ $4,898

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,514$1,728$3,242
Other Securities$31,263--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Natalie TatePresident
Trent PhelpsVice President & Secretary
Jason TateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,967
Other Revenue
$0
Change in Net Assets
$4,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,069
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
Information Technology-$3,568-$3,568
Fees for Services Accounting-$1,550-$1,550
Depreciation Depletion-$648-$648
Conferences and Meetings-$534-$534
Other Expenses-$500-$500
All Other Expenses-$472-$472
Fees for Service Investment Mgmnt Fees-$151-$151
Office Expenses-$98-$98
Fees for Services Other-$65-$65
Total Functional Expenses$0$11,069$0$11,069
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
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, Section A, Line 2

“1. Natalie tate is the daughter of the late thomas and trent phelps. Both trent and natalie are also on the board of directors of the donald l. Barnes foundation, which is a private foundation organized under code section 501(c)(3) for the purpose of funding various charitable organizations. Natalie and trent are compensated $5,000 each for their positions as directors of the foundation.”

Form 990, Part VI, Section A, Line 8B

“8b. There are no committees currently.”

Form 990, Part VI, Section B, Line 11

“11a. Reviewed by each of the officers trent phelps and natalie tate prior to filing of form 990. Amounts and information reported on form 990 were compared to books and records to ensure proper reporting.”

Form 990, Part VI, Section B, Line 12C

“PERIODIC REVIEWS.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Individual Learning Solutions Inc
EIN
20-8664504
Phone
3145765249
Address
2162 GRAND AVENUE, ELDORADO, IL 62930

Signing Officer

Name
Natalie Tate
Title
President
Phone
6189973905
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Tate
Formed
2007
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Burds & Kuntz Pc
Address
2200 WEST PORT PLAZA DR STE 203, ST LOUIS, MO 63146
Preparer
Diana Dezort
Phone
3143178900
Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01. NATALIE TATE IS THE DAUGHTER OF THE LATE THOMAS AND TRENT PHELPS. BOTH TRENT AND NATALIE ARE ALSO ON THE BOARD OF DIRECTORS OF THE DONALD L. BARNES FOUNDATION, WHICH IS A PRIVATE FOUNDATION ORGANIZED UNDER CODE SECTION 501(C)(3) FOR THE PURPOSE OF FUNDING VARIOUS CHARITABLE ORGANIZATIONS. NATALIE AND TRENT ARE COMPENSATED $5,000 EACH FOR THEIR POSITIONS AS DIRECTORS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18B. THERE ARE NO COMMITTEES CURRENTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt211A. REVIEWED BY EACH OF THE OFFICERS TRENT PHELPS AND NATALIE TATE PRIOR TO FILING OF FORM 990. AMOUNTS AND INFORMATION REPORTED ON FORM 990 WERE COMPARED TO BOOKS AND RECORDS TO ENSURE PROPER REPORTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERIODIC REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037972
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015967
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033074
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037972
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02162 GRAND AVENUE
IRS990/USAddress/CityNm0ELDORADO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062930
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.INDIVIDUALLEARNINGSOLUTIONS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE TATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06189973905
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIVIDUAL LEARNING SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0208664504
ReturnHeader/Filer/PhoneNum03145765249
ReturnHeader/Filer/USAddress/AddressLine1Txt02162 GRAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0ELDORADO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062930
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202792666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURDS & KUNTZ PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 WEST PORT PLAZA DR STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063146
ReturnHeader/PreparerPersonGrp/PhoneNum03143178900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA DEZORT
ReturnHeader/ReturnTs02015-05-11T15:41:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,972
Liabilities
$0
Net assets
$37,972
Revenue
$15,967
Expenses
$11,069
Net income
$4,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.99$5.50$2.49$7.29$7.07$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.77$5.50$2.27$0.13$5.41$5.28
2021Detailed filing. Detailed filing data is available for this year.$9.04$1.50$7.54$0.59$10.1$9.51
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$10.1$10.7$0.61
2019Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$18.0$22.3$4.34
2018Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$15.4$13.2$2.23
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$10.3$10.2$0.04
2016Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$7.06$12.2$5.11
2015Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$0.72$13.8$13.1
2014Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$16.0$11.1$4.90
2013Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$3.36$8.59$5.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$0.00$38.3$6.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$0.00$39.0$3.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.8$0.00$40.8$5.65