Civic Intelligence

Individual Learning Solutions Inc

990 • Fiscal year 2017 • EIN 20-8664504

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

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

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$19,824

Up $36 (+0.2%) from 2016

Net Assets

Up

$19,824

Up $36 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin42nd percentile

Revenue

Up

$10,257

Up $3,198 (+45%) from 2016

Expenses

Down

$10,221

Down $1,950 (-16%) from 2016

Net Income

Up

$36

Up $5,148 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2017

Assets$19,824
Liabilities$0
Net Assets$19,824
Open 2017 Filing

Operations Trend

Revenue Growth84th 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

2017

Revenue$10,257
Expenses$10,221
Net Income$36
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$17,691
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$19,788$19,824▲ $36
Land, Buildings, and Equipment, Net$8,848$8,408▼ $440
Investments Other Securities$9,086$6,152▼ $2,934
Savings and Temporary Cash Investments$1,852$5,264▲ $3,412
Cash and Non-Interest-Bearing Accounts$2--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$19,788$19,824▲ $36
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,788$19,824▲ $36
Total Liabilities and Net Assets / Fund Balance$19,788$19,824▲ $36

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,408$250$8,658
Other Land Buildings$0$3,242$3,242
Other Securities$6,152--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$39
Investment Income
$218
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$36
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,221
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 Accounting-$1,675-$1,675
Information Technology-$651-$651
Depreciation Depletion-$440-$440
Advertising-$294-$294
Conferences and Meetings-$252-$252
Travel-$231-$231
All Other Expenses-$190-$190
Office Expenses-$167-$167
Other Expenses-$32-$32
Total Functional Expenses$0$10,221$0$10,221
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 11B

“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”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Natalie tate - 2162 grand avenue, eldorado, il 62930. Trent phelps - 738 fairfield lake drive, chesterfield, mo 63017.”

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
2018-05-14
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 Appendix354 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/ExplanationTxt5NATALIE TATE - 2162 GRAND AVENUE, ELDORADO, IL 62930. TRENT PHELPS - 738 FAIRFIELD LAKE DRIVE, CHESTERFIELD, MO 63017.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019788
IRS990/TotalAssetsEOYAmt019824
IRS990/TotalAssetsGrp/BOYAmt019788
IRS990/TotalAssetsGrp/EOYAmt019824
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010221
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010221
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019824
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt039
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt039
IRS990/TotalProgramServiceRevenueAmt039
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0257
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010257
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019788
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019824
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0231
IRS990/TravelGrp/TotalAmt0231
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE TATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06189973905
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05620A996D2A3D27CD602D90DCBD24BDC5D5EF95E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011A4680FD0F6921F28485C7506532D90431F7F54
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.182.226.162
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:45:09
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/ReturnTs02018-05-15T09:50:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$19,824
Liabilities
$0
Net assets
$19,824
Revenue
$10,257
Expenses
$10,221
Net income
$36
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