Civic Intelligence

Individual Learning Solutions Inc

990 • Fiscal year 2022 • EIN 20-8664504

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 28, 2023

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

(314) 540-2727

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.71x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

41.67x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-3999%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$7,765

Down $1,279 (-14%) from 2021

Net Assets

Down

$2,265

Down $5,279 (-70%) from 2021

Liabilities

Up

$5,500

Up $4,000 (+267%) from 2021

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$132

Down $455 (-78%) from 2021

Expenses

Down

$5,411

Down $4,686 (-46%) from 2021

Net Income

Up

-$5,279

Up $4,231 (+44%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2022

Assets$7,765
Liabilities$5,500
Net Assets$2,265
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$132
Expenses$5,411
Net Income-$5,279
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 28, 2023
Return Version
2022v5.0
Gross Receipts
$1,439
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
Land, Buildings, and Equipment, Net$7,520$7,298▼ $222
Rtn Earn Endowment Incm Other Fnds$7,544$2,265▼ $5,279
Investments Other Securities$1,042--
Savings and Temporary Cash Investments$482$467▼ $15
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,044$7,765▼ $1,279
Liabilities
Accounts Payable and Accrued Expenses$1,500$5,500▲ $4,000
Total Liabilities$1,500$5,500▲ $4,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,544$2,265▼ $5,279
Total Liabilities and Net Assets / Fund Balance$9,044$7,765▼ $1,279

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,298$1,360$8,658
Other Land Buildings$0$3,242$3,242
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Natalie TatePresident
Trent PhelpsVice President & Secretary
Taylor StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60
Program Service Revenue
$0
Investment Income
$72
Other Revenue
$0
All Other Contributions
$60
Change in Net Assets
$-5,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,411
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
All Other Expenses-$866-$866
Other Expenses-$845-$845
Depreciation Depletion-$222-$222
Advertising-$69-$69
Fees for Services Accounting-$56-$56
Office Expenses-$31-$31
Travel-$4-$4
Total Functional Expenses$0$5,411$0$5,411
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 35% controlled entity
No
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 $6,000 each for their positions as directors of the foundation.”

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

“8b. There are currently no committees.”

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
3145402727
Address
21455 OLD DELTA MINE ROAD, MARION, IL 62959

Signing Officer

Name
Natalie Tate
Title
President
Phone
6189973905
Signed
2023-06-28
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Vet care: program service expenses 0. Management and general expenses 461. Fundraising expenses 0. Total expenses 461. Web site: program service expenses 0. Management and general expenses 405. Fundraising expenses 0. Total expenses 405.”

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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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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 $6,000 EACH FOR THEIR POSITIONS AS DIRECTORS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18B. THERE ARE CURRENTLY NO COMMITTEES.
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/ExplanationTxt6VET CARE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 461. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 461. WEB SITE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 405.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09044
IRS990/TotalAssetsEOYAmt07765
IRS990/TotalAssetsGrp/BOYAmt09044
IRS990/TotalAssetsGrp/EOYAmt07765
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt060
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05411
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01500
IRS990/TotalLiabilitiesEOYAmt05500
IRS990/TotalLiabilitiesGrp/BOYAmt01500
IRS990/TotalLiabilitiesGrp/EOYAmt05500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07544
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02265
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09044
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07765
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04
IRS990/TravelGrp/TotalAmt04
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MARION
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062959
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.INDIVIDUALLEARNINGSOLUTIONS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE TATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06189973905
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIVIDUAL LEARNING SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0208664504
ReturnHeader/Filer/PhoneNum03145402727
ReturnHeader/Filer/USAddress/AddressLine1Txt021455 OLD DELTA MINE ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062959
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-06-29T09:34:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATALIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TATE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,765
Liabilities
$5,500
Net assets
$2,265
Revenue
$132
Expenses
$5,411
Net income
-$5,279
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