Civic Intelligence

Individual Learning Solutions Incorporated

990 • Fiscal year 2018 • EIN 20-8664504

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileWWW.INDIVIDUALLEARNINGSOLUTIONS.ORG
21455 Old Delta Mine RoadMarion, IL 62959

(314) 576-5249

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$22,050

Up $2,226 (+11%) from 2017

Net Assets

Up

$22,050

Up $2,226 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin70th percentile

Revenue

Up

$15,422

Up $5,165 (+50%) from 2017

Expenses

Up

$13,196

Up $2,975 (+29%) from 2017

Net Income

Up

$2,226

Up $2,190 (+6083%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$22,050
Liabilities$0
Net Assets$22,050
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$15,422
Expenses$13,196
Net Income$2,226
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$18,959
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$19,824$22,050▲ $2,226
Savings and Temporary Cash Investments$5,264$11,250▲ $5,986
Land, Buildings, and Equipment, Net$8,408$8,186▼ $222
Investments Other Securities$6,152$2,614▼ $3,538
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$19,824$22,050▲ $2,226
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,824$22,050▲ $2,226
Total Liabilities and Net Assets / Fund Balance$19,824$22,050▲ $2,226

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,186$472$8,658
Other Land Buildings$0$3,242$3,242
Other Securities$2,614--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$81
Investment Income
$341
Other Revenue
$0
All Other Contributions
$15,000
Change in Net Assets
$2,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,196
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
Travel-$558-$558
Information Technology-$455-$455
Other Expenses-$385-$385
Depreciation Depletion-$222-$222
Conferences and Meetings-$140-$140
Office Expenses-$140-$140
All Other Expenses-$103-$103
Advertising-$45-$45
Total Functional Expenses$0$13,196$0$13,196
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 - 21455 old delta mine road, marion, il 62959. 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
21455 OLD DELTA MINE ROAD, MARION, IL 62959

Signing Officer

Name
Natalie Tate
Title
President
Phone
6189973905
Signed
2019-05-13
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 C Dezort
Phone
3143178900
Raw XML Appendix357 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EMPOWERING 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.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt045
IRS990/AdvertisingGrp/TotalAmt045
IRS990/AllOtherContributionsAmt015000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0103
IRS990/AllOtherExpensesGrp/TotalAmt0103
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATALIE TATE
IRS990/BooksInCareOfDetail/PhoneNum06189973905
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt021455 OLD DELTA MINE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARION
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062959
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0140
IRS990/ConferencesMeetingsGrp/TotalAmt0140
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0341
IRS990/CYOtherExpensesAmt013196
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt081
IRS990/CYRevenuesLessExpensesAmt02226
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013196
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015422
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0222
IRS990/DepreciationDepletionGrp/TotalAmt0222
IRS990/Desc0NO PROGRAM EXPENSES IN 2018
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01675
IRS990/FeesForServicesAccountingGrp/TotalAmt01675
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0NATALIE TATE
IRS990/Form990PartVIISectionAGrp/PersonNm1TRENT PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON TATE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0258
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03795
IRS990/GrossReceiptsAmt018959
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0455
IRS990/InformationTechnologyGrp/TotalAmt0455
IRS990/InvestmentIncomeGrp/ExclusionAmt083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06152
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02614
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03714
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08408
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08186
IRS990/LandBldgEquipCostOrOtherBssAmt011900
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03537
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EMPOWERING 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019824
IRS990/NetAssetsOrFundBalancesEOYAmt022050
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0258
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0258
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0140
IRS990/OfficeExpensesGrp/TotalAmt0140
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE
IRS990/OtherExpensesGrp/Desc1VET CARE
IRS990/OtherExpensesGrp/Desc2PONY AND DONKEY CARE
IRS990/OtherExpensesGrp/Desc3MISC. EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03965
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12764
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22744
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3385
IRS990/OtherExpensesGrp/TotalAmt03965
IRS990/OtherExpensesGrp/TotalAmt12764
IRS990/OtherExpensesGrp/TotalAmt22744
IRS990/OtherExpensesGrp/TotalAmt3385
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NATALIE TATE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0218
IRS990/PYOtherExpensesAmt010221
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt039
IRS990/PYRevenuesLessExpensesAmt036
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010221
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010257
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02226
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019824
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022050
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05264
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0675
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01126
IRS990ScheduleA/InvestmentIncomeCYPct00.03380
IRS990ScheduleA/InvestmentIncomePYPct00.08980
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96620
IRS990ScheduleA/PublicSupportPY509Pct00.91020
IRS990ScheduleA/PublicSupportTotal509Amt032175
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0275
IRS990ScheduleA/Total509Grp/TotalAmt032175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0468
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033301
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt08186
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0472
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08658
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03242
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03242
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02614
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08186
IRS990ScheduleD/TotalBookValueSecuritiesAmt02614
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 - 21455 OLD DELTA MINE ROAD, MARION, IL 62959. 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019824
IRS990/TotalAssetsEOYAmt022050
IRS990/TotalAssetsGrp/BOYAmt019824
IRS990/TotalAssetsGrp/EOYAmt022050
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013196
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt013196
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022050
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt081
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt081
IRS990/TotalProgramServiceRevenueAmt081
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0422
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015422
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022050
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0558
IRS990/TravelGrp/TotalAmt0558
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021455 OLD DELTA MINE ROAD
IRS990/USAddress/CityNm0MARION
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062959
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.INDIVIDUALLEARNINGSOLUTIONS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE TATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06189973905
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIVIDUAL LEARNING SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0208664504
ReturnHeader/Filer/PhoneNum03145765249
ReturnHeader/Filer/USAddress/AddressLine1Txt021455 OLD DELTA MINE ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062959
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094A5C6B91B3951B8268A59D05C9CD5D55E0FCA70
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011A4680FD0F6921F28485C7506532D90431F7F54
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.182.226.162
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:46:40
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 C DEZORT
ReturnHeader/ReturnTs02019-05-15T04:04:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,050
Liabilities
$0
Net assets
$22,050
Revenue
$15,422
Expenses
$13,196
Net income
$2,226
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