Civic Intelligence

Walkable and Livable Communities Institute

990 • Fiscal year 2014 • EIN 27-1467185

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 27, 2015

Organization Profilewww.walklive.org
2023 E Sims Way PMB 121Port Townsend, WA 98368

(360) 385-3421

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

99th percentile

$118,596

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

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

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$192,124

Down $49,233 (-20%) from 2012

Net Assets

Up

$180,271

Up $7,107 (+4.1%) from 2012

Liabilities

Down

$11,853

Down $56,340 (-83%) from 2012

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin17th percentile

Revenue

$454,224

No earlier filing loaded for comparison.

Expenses

Down

$529,076

Down $219,241 (-29%) from 2012

Net Income

-$74,852

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$300K$200K$100K$0Assets 2012: $241,357Liabilities 2012: $68,193Net Assets 2012: $173,1642012Assets 2014: $192,124Liabilities 2014: $11,853Net Assets 2014: $180,2712014Assets 2015: $164,594Liabilities 2015: $32,578Net Assets 2015: $132,0162015Assets 2016: $35,968Liabilities 2016: $1,953Net Assets 2016: $34,0152016

Highlighted filing

2014

Assets$192,124
Liabilities$11,853
Net Assets$180,271
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $748,3172012Revenue 2014: $454,224Expenses 2014: $529,076Net Income 2014: -$74,8522014Revenue 2015: $339,256Expenses 2015: $387,511Net Income 2015: -$48,2552015Revenue 2016: $56,749Expenses 2016: $154,750Net Income 2016: -$98,0012016

Highlighted filing

2014

Revenue$454,224
Expenses$529,076
Net Income-$74,852
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 27, 2015
Return Version
2014v5.0
Gross Receipts
$454,224
Mission and Program Overview

Mission

To inspire, teach, connect and support communities in their efforts to improve health and well-being through better built environments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$129,535$118,848▼ $10,687
Accounts Receivable$172,108$63,420▼ $108,688
Prepaid Expenses and Deferred Charges$5,562$4,698▼ $864
Land, Buildings, and Equipment, Net$6,533$3,843▼ $2,690
Cash and Non-Interest-Bearing Accounts$23,482$1,315▼ $22,167
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$337,220$192,124▼ $145,096
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$73,472$11,853▼ $61,619
Deferred Revenue$8,625--
Total Liabilities$82,097$11,853▼ $70,244
Net Assets / Fund Balance
Unrestricted Net Assets$255,123$180,271▼ $74,852
Total Net Assets Fund Balance$255,123$180,271▼ $74,852
Total Liabilities and Net Assets / Fund Balance$337,220$192,124▼ $145,096

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,843$5,315$9,158
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly MorphySec/Exec DirectorFT$117,033$1,563$118,596
Dan BurdenFormer Executive DirectorFT$71,627$318$71,945
Sally Lovellex off Treas.FMPT$29,789-$29,789

Board Members and Trustees

NameTitle
Richard KillingsworthPresident
Andrew DannenbergDirector
Lisa PortelliDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,712
Program Service Revenue
$448,343
Investment Income
$40
Other Revenue
$3,129
All Other Contributions
$2,712
Change in Net Assets
$-74,852
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$375,891
Other Expenses$126,454
Grants and Similar Amounts Paid$26,731
Total Fundraising Expense$166
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,926$50,033-$181,959
Current Officers, Directors, Trustees, and Key Employees$70,902$77,483-$148,385
Payroll Taxes$17,374$10,920-$28,294
Other Employee Benefits$10,309$6,444-$16,753
Grants to Domestic Orgs$15,351--$15,351
Travel$11,158$3,816-$14,974
Fees for Services Other$11,745$2,997-$14,742
Conferences and Meetings$6,632$6,161-$12,793
Grants to Domestic Individuals$11,380--$11,380
Fees for Services Accounting$5,898$4,307-$10,205
Office Expenses$3,402$2,024-$5,426
Insurance$3,233$1,741-$4,974
Fees for Services Legal-$4,155-$4,155
Information Technology$1,963$93-$2,056
Occupancy$451$1,422-$1,873
Advertising$1,325$535-$1,860
Depreciation Depletion$1,695$117-$1,812
Other Expenses$626$258$166$884
Pension Plan Contributions-$500-$500
All Other Expenses$165$173-$338
Total Functional Expenses$354,925$173,985$166$529,076
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AarpWashington, DC501(c)(4)Program services$10,085
Local Government CommissionSacramento, CA501(c)(3)Program services$5,266

International Summary

Spending
$7,696

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaKey note speaker at conferenceEducation00$7,696
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
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
Yes
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, Line 11B: Form 990 Review Process

“The Treasurer performs an initial review and submits the draft return to the Board for review and discussion.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Board annually reviews and acknowledges compliance with the conflict of interest policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Institute in 2013 commissioned Washington Employers to research market pricing and conduct a market analysis for the Institute's Executive Director role. This information was presented to the Institute's Board of Directors and was evaluated in the process of determining the Executive Director's compensation. The Board of Directors approved the Executive Director's salary. No change in compensation in 2014.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Key employees' compensation is reviewed and approved by the Executive Director. In 2013, the other key employees' and officers' compensation was evaluated against comparable positions in similar organizations, and no changes were made to compensation during 2014. Key employee's and officer's compensation was reviewed and approved by the Board of Directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Walkable & Livable Communities Institute
EIN
27-1467185
Phone
3603853421
Address
2023 E Sims Way PMB 121, Port Townsend, WA 98368

Signing Officer

Name
Sally Lovell
Title
Treasurer
Signed
2015-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Morphy
Formed
2009
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
3
Employees
6
Volunteers
3

Preparer

Firm
Jones & Associates LLC CPAS
Address
1701 NE 104th Street, Seattle, WA 98125-7646
Preparer
Judy C Jones CPA
Phone
2065255170
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IRS990/ProgSrvcAccomActy2Grp/Desc0Education Programs: During 2014, the WALC Institute provided education and inspiration for the benefit of limitless communities throughout North America. Institute team members presented at 31 general-attendance conferences, college and high school classes, and national webinars, directly reaching about 1,580 people. Institute staff also developed educational tools, guidance documents, educational videos, illustrative graphics and other resources that were distributed for free to anyone wishing to receive them. The Institute also operates a "community help desk," which assisted more than 22 people in 2014 by responding to their email or phone inquiries to provide resources, recommendations and best practices. The Institute also shared educational information periodically with its Facebook followers and its email newsletter subscribers.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt077709
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IRS990/ProgSrvcAccomActy3Grp/Desc0Special Education Event - Consisted of a New Partners for Smart Growth Tour event in February 2014.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$192,124
Liabilities
$11,853
Net assets
$180,271
Revenue
$454,224
Expenses
$529,076
Net income
-$74,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.57$1.55$0.98
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.33$1.32$3.39$3.88$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.12$1.80$4.54$5.29$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.68$1.73$7.48
Peer Organizations

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