Civic Intelligence

Academic Success Program Dallas

990 • Fiscal year 2014 • EIN 26-4673797

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 15, 2014

5440 Harvest Hill RoadRoom/Suite 145E75230

(214) 420-4288

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$198,319

Down $5,801 (-2.8%) from 2013

Net Assets

Down

$197,145

Down $4,961 (-2.5%) from 2013

Liabilities

Down

$1,174

Down $840 (-42%) from 2013

Revenue

$370,739

No earlier filing loaded for comparison.

Expenses

Up

$375,671

Up $119,164 (+46%) from 2013

Net Income

-$4,932

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $133,866Liabilities 2012: $1,200Net Assets 2012: $132,6662012Assets 2013: $204,120Liabilities 2013: $2,014Net Assets 2013: $202,1062013Assets 2014: $198,319Liabilities 2014: $1,174Net Assets 2014: $197,1452014Assets 2015: $328,851Liabilities 2015: $22,457Net Assets 2015: $306,3942015Assets 2016: $525,565Liabilities 2016: $26,307Net Assets 2016: $499,2582016Assets 2017: $607,282Liabilities 2017: $24,680Net Assets 2017: $582,6022017Assets 2018: $635,105Liabilities 2018: $6,387Net Assets 2018: $628,7182018Assets 2019: $685,314Liabilities 2019: $27,561Net Assets 2019: $657,7532019Assets 2020: $776,579Liabilities 2020: $170,431Net Assets 2020: $606,1482020Assets 2021: $701,909Liabilities 2021: $7,960Net Assets 2021: $693,9492021Assets 2022: $696,293Liabilities 2022: $12,688Net Assets 2022: $683,6052022

Highlighted filing

2014

Assets$198,319
Liabilities$1,174
Net Assets$197,145

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $276,5802012Expenses 2013: $256,5072013Revenue 2014: $370,739Expenses 2014: $375,671Net Income 2014: -$4,9322014Revenue 2015: $789,328Expenses 2015: $680,079Net Income 2015: $109,2492015Revenue 2016: $970,137Expenses 2016: $777,273Net Income 2016: $192,8642016Revenue 2017: $928,628Expenses 2017: $845,284Net Income 2017: $83,3442017Revenue 2018: $881,577Expenses 2018: $835,461Net Income 2018: $46,1162018Revenue 2019: $935,706Expenses 2019: $906,671Net Income 2019: $29,0352019Revenue 2020: $734,339Expenses 2020: $783,444Net Income 2020: -$49,1052020Revenue 2021: $597,318Expenses 2021: $509,517Net Income 2021: $87,8012021Revenue 2022: $749,679Expenses 2022: $760,023Net Income 2022: -$10,3442022

Highlighted filing

2014

Revenue$370,739
Expenses$375,671
Net Income-$4,932
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 15, 2014
Return Version
2013v3.1
Gross Receipts
$370,739
Mission and Program Overview

Mission

The organization's mission is to assist students in or around the dallas, texas area prepare for college by inspiring them to acknowledge that a quality college education is within their grasp, encouraging them to set the highest possible educational goals and equipping them with the tools necessary to make their goals a reality.

The organization's mission is to assist students in or around the dallas, texas area preparing for college by inspiring them to acknowledge that a quality college education is within their grasp, encouraging them to set the highest possible educational goals and equipping them with the tools necessary to make their goals a reality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$111,253$111,326▲ $73
Accounts Receivable$77,383$68,697▼ $8,686
Intangible Assets$11,254$10,231▼ $1,023
Prepaid Expenses and Deferred Charges$2,673$4,807▲ $2,134
Land, Buildings, and Equipment, Net$1,557$3,258▲ $1,701
Total Assets$204,120$198,319▼ $5,801
Liabilities
Accounts Payable and Accrued Expenses$2,014$1,174▼ $840
Total Liabilities$2,014$1,174▼ $840
Net Assets / Fund Balance
Unrestricted Net Assets$202,106$197,145▼ $4,961
Total Net Assets Fund Balance$202,106$197,145▼ $4,961
Total Liabilities and Net Assets / Fund Balance$204,120$198,319▼ $5,801

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,258$2,152$5,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary UrquidezExecutive DiFT$66,000$66,000

Board Members and Trustees

NameTitle
Thomas a UrquidezPresident/di
Geno AguilarDirector
Leticia NietoDirector
Dr Lupe GuerreroSecretary/di
Illiana JarmilloTreasurer/di
Tom J UrquidezVice Pres/di
Revenue and Support

Revenue Composition

Contributions and Grants
$370,739
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$26
Change in Net Assets
$-4,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$335,559
Other Expenses$40,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$191,087--$191,087
Current Officers, Directors, Trustees, and Key Employees$33,000$33,000-$66,000
Comp Disqual Persons$42,500--$42,500
Payroll Taxes$22,761$2,525-$25,286
Other Employee Benefits$10,686--$10,686
Office Expenses$6,127$1,629-$7,756
Fees for Services Accounting-$5,531-$5,531
Conferences and Meetings$4,751--$4,751
Insurance$1,100$3,346-$4,446
Travel$3,060--$3,060
Depreciation Depletion$1,491$373-$1,864
Fees for Services Legal-$724-$724
Information Technology-$630-$630
Other Expenses$311$604-$311
Advertising-$100-$100
Occupancy$30$55-$85
Total Functional Expenses$327,154$48,517$0$375,671
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
Mary UrquidezSee Part VEmploymentNo$66,000
Sara UrquidezSee Part VEmploymentNo$42,500
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
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Page 6, Part VI, Line 2

Thomas a. Urquidez mary urquidez president exec. Direct family relationship tom j. Urquidez mary urquidez vice pres. Exec. Direct family relationship thomas a. Urquidez tom j. Urquidez president vice pres. Family relationship

Form 990, Page 6, Part VI, Line 8B

There are no committees for which to document meetings.

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by a third party cpa who provides the form to the organization for review. The form 990 is reviewed by the president of the organization. The form 990 is provided to the voting members of the board. Upon receiving approval, the cpa firm processes the return for signature and provides it to the organization. The return is electronically filed with the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

The organization consistently monitors and enforces its conflict of interest policy through regular board meetings and constant communication with its members. Officers, directors, and key employees are required to disclose annually any interest that could give rise to conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

Compensation for the executive director is determined by evaluating comparable pay for comparable positions in the dallas area. The compensation is approved by the independent members of the board of directors.

Form 990, Page 6, Part VI, Line 15B

No other officers were paid.

Form 990, Page 6, Part VI, Line 19

The conflict of interest policy, governing documents, and financial statements are made available to the general public upon request.

Filing and Contact Details

Filer

EIN
26-4673797
Phone
2144204288

Signing Officer

Name
Mary Urquidez
Title
Executive Director
Phone
2144204288
Signed
2014-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Urquidez
Formed
2009
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
4
Employees
8

Preparer

Preparer
Elaine L Sommerville CPA
Phone
8177955046
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's mission is to assist students in or around the dallas, texas area preparing for college by inspiring them to acknowledge that a quality college education is within their grasp, encouraging them to set the highest possible educational goals and equipping them with the tools necessary to make their goals a reality.

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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02152
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03258
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARY URQUIDEZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1SARA URQUIDEZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE PART V
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt066000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt142500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EMPLOYMENT
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0MARY URQUIDEZ HAS A FAMILY RELATIONSHIP WITH THOMAS A. URQUIDEZ, PRESIDENT AND TOM J. URQUIDEZ, VICE PRESIDENT. SARA URQUIDEZ HAS A FAMILY RELATIONSHIP WITH MARY URQUIDEZ, EXECUTIVE DIRECTOR, THOMAS A. URQUIDEZ, PRESIDENT AND TOM J. URQUIDEZ, VICE PRESIDENT.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO ASSIST STUDENTS IN OR AROUND THE DALLAS, TEXAS AREA PREPARING FOR COLLEGE BY INSPIRING THEM TO ACKNOWLEDGE THAT A QUALITY COLLEGE EDUCATION IS WITHIN THEIR GRASP, ENCOURAGING THEM TO SET THE HIGHEST POSSIBLE EDUCATIONAL GOALS AND EQUIPPING THEM WITH THE TOOLS NECESSARY TO MAKE THEIR GOALS A REALITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THOMAS A. URQUIDEZ MARY URQUIDEZ PRESIDENT EXEC. DIRECT FAMILY RELATIONSHIP TOM J. URQUIDEZ MARY URQUIDEZ VICE PRES. EXEC. DIRECT FAMILY RELATIONSHIP THOMAS A. URQUIDEZ TOM J. URQUIDEZ PRESIDENT VICE PRES. FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES FOR WHICH TO DOCUMENT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE FORM TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS REVIEWED BY THE PRESIDENT OF THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE VOTING MEMBERS OF THE BOARD. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION. THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY THROUGH REGULAR BOARD MEETINGS AND CONSTANT COMMUNICATION WITH ITS MEMBERS. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY EVALUATING COMPARABLE PAY FOR COMPARABLE POSITIONS IN THE DALLAS AREA. THE COMPENSATION IS APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO OTHER OFFICERS WERE PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048517
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327154
IRS990/TotalFunctionalExpensesGrp/TotalAmt0375671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02014
IRS990/TotalLiabilitiesEOYAmt01174
IRS990/TotalLiabilitiesGrp/BOYAmt02014
IRS990/TotalLiabilitiesGrp/EOYAmt01174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0202106
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0197145
IRS990/TotalProgramServiceExpensesAmt0327154
IRS990/TotalReportableCompFromOrgAmt066000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370739
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IRS990/TravelGrp/TotalAmt03060
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105440 HARVEST HILL ROAD SUITE 145E
IRS990/USAddress/City0DALLAS
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode075230
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ASPDALLAS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY URQUIDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02144204288
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ACADEMIC SUCCESS PROGRAM DALLAS
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0264673797
ReturnHeader/Filer/PhoneNum02144204288
ReturnHeader/Filer/USAddress/AddressLine105440 HARVEST HILL ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 145E
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412024514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SOMMERVILLE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103030 MATLOCK RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0760152936
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE L SOMMERVILLE CPA
ReturnHeader/ReturnTs02014-12-15T16:37:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

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