Civic Intelligence

Personal Assistance Inc.

990 • Fiscal year 2013 • EIN 27-1958012

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

Organization Profile
PO Box 899885214

(480) 650-6685

Siviq Scores

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

Liabilities / Assets

78th percentile

0.50x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

0.37x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

$1,003,445

No earlier filing loaded for comparison.

Net Assets

$502,910

No earlier filing loaded for comparison.

Liabilities

$500,535

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin12th percentile

Revenue

$1,351,038

No earlier filing loaded for comparison.

Expenses

$1,676,408

No earlier filing loaded for comparison.

Net Income

-$325,370

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2013: $1,003,445Liabilities 2013: $500,535Net Assets 2013: $502,9102013Assets 2015: $817,712Liabilities 2015: $602,120Net Assets 2015: $215,5922015Assets 2016: $830,424Liabilities 2016: $587,610Net Assets 2016: $242,8142016Assets 2017: $894,863Liabilities 2017: $573,144Net Assets 2017: $321,7192017Assets 2018: $900,204Liabilities 2018: $589,984Net Assets 2018: $310,2202018Assets 2019: $871,052Liabilities 2019: $528,424Net Assets 2019: $342,6282019Assets 2020: $826,264Liabilities 2020: $460,680Net Assets 2020: $365,5842020Assets 2021: $807,972Liabilities 2021: $444,134Net Assets 2021: $363,8382021Assets 2022: $791,674Liabilities 2022: $444,134Net Assets 2022: $347,5402022Assets 2024: $591,947Liabilities 2024: $245,773Net Assets 2024: $346,1742024

Highlighted filing

2013

Assets$1,003,445
Liabilities$500,535
Net Assets$502,910
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,351,038Expenses 2013: $1,676,408Net Income 2013: -$325,3702013Revenue 2015: $734,776Expenses 2015: $853,931Net Income 2015: -$119,1552015Revenue 2016: $865,059Expenses 2016: $837,837Net Income 2016: $27,2222016Revenue 2017: $643,518Expenses 2017: $564,613Net Income 2017: $78,9052017Revenue 2018: $483,910Expenses 2018: $495,409Net Income 2018: -$11,4992018Revenue 2019: $710,125Expenses 2019: $677,717Net Income 2019: $32,4082019Revenue 2020: $78,989Expenses 2020: $56,033Net Income 2020: $22,9562020Revenue 2021: $60,925Expenses 2021: $62,671Net Income 2021: -$1,7462021Revenue 2022: $19,877Expenses 2022: $36,175Net Income 2022: -$16,2982022Revenue 2024: $0Expenses 2024: $613Net Income 2024: -$6132024

Highlighted filing

2013

Revenue$1,351,038
Expenses$1,676,408
Net Income-$325,370
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$3,159,971
Mission and Program Overview

Mission

Provide early intervention therapy for children from birth to 3 years old. Also to provide transportaion for dialysis patients.

Provide personal care and housekeeping assistance to senior citizens and others who are unable to care for themselves

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$592,912-
Rtn Earn Endowment Incm Other Fnds$828,280$502,910▼ $325,370
Other Notes and Loans Receivable, Net-$231,000-
Cash and Non-Interest-Bearing Accounts$10,433$180,510▲ $170,077
Investments Program Related$817,847$-977▼ $818,824
Total Assets$828,280$1,003,445▲ $175,165
Liabilities
Unsecured Notes Loans Payable-$500,535-
Total Liabilities$0$500,535▲ $500,535
Net Assets / Fund Balance
Total Net Assets Fund Balance$828,280$502,910▼ $325,370
Total Liabilities and Net Assets / Fund Balance$828,280$1,003,445▲ $175,165

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$592,912--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mike FitzgeraldPresident
Richard DurfeeDirector
Trent CaskeyDirector
David MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,634,225
Investment Income
$-283,187
Other Revenue
$0
Change in Net Assets
$-325,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,025,289
Other Expenses$651,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$921,346--$921,346
Fees for Services Management-$211,407-$211,407
Fees for Services Other$150,205$10,000-$160,205
Occupancy$64,030$40,883-$104,913
Payroll Taxes$103,943--$103,943
Travel$24,939$7,555-$32,494
Insurance$24,614--$24,614
All Other Expenses$14,383--$14,383
Fees for Services Legal-$8,342-$8,342
Information Technology$8,245--$8,245
Office Expenses$6,109$98-$6,207
Other Expenses$3,689--$3,689
Interest$2,769--$2,769
Conferences and Meetings$2,330--$2,330
Total Functional Expenses$1,398,123$278,285$0$1,676,408
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 11A

“The board reviews form 990 in a board meeting after form 990 has been completed.”

Form 990, Part VI, Line 12C

“The board reviews any interests that could give rise to conflicts in their board meetings. These interests are monitored during the year by the cfo to make sure no conflicts arise.”

Form 990, Part VI, Line 19

“The organization has copies of its governing documents, conflict of interest policy, and financial statements at its office. When anyone requests to view the documents, they are made available for them to view.”

Filing and Contact Details

Filer

EIN
27-1958012

Signing Officer

Name
David L Merrill
Title
Treasurer
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fitzgerald
Formed
2010
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
267

Preparer

Preparer
David Merrill
Phone
4807306202
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 69,650, Grants and allocations 0, Revenue 62,888 PROVIDE EARLY INTERVENTION FOR YOUTH”

Raw XML Appendix348 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/ExplanationTxt0Program Service Expenses 69,650, Grants and allocations 0, Revenue 62,888 PROVIDE EARLY INTERVENTION FOR YOUTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS FORM 990 IN A BOARD MEETING AFTER FORM 990 HAS BEEN COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS IN THEIR BOARD MEETINGS. THESE INTERESTS ARE MONITORED DURING THE YEAR BY THE CFO TO MAKE SURE NO CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT ITS OFFICE. WHEN ANYONE REQUESTS TO VIEW THE DOCUMENTS, THEY ARE MADE AVAILABLE FOR THEM TO VIEW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01676408
IRS990/TotalGrossUBIAmt0746
IRS990/TotalLiabilitiesEOYAmt0500535
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0500535
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0828280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0502910
IRS990/TotalOtherProgSrvcExpenseAmt069650
IRS990/TotalOtherProgSrvcRevenueAmt062888
IRS990/TotalProgramServiceExpensesAmt01633256
IRS990/TotalProgramServiceRevenueAmt01634225
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01634225
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01351038
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0746
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0828280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01003445
IRS990/TravelGrp/ManagementAndGeneralAmt07555
IRS990/TravelGrp/ProgramServicesAmt024939
IRS990/TravelGrp/TotalAmt032494
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0500535
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 8998
IRS990/USAddress/City0MESA
IRS990/USAddress/State0AZ
IRS990/USAddress/ZIPCode085201
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10PERSONAL ASSISTANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0271958012
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 8998
ReturnHeader/Filer/USAddress/City0MESA
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ACCOUNTING PLUS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10649 NORTH DATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085201
ReturnHeader/PreparerPersonGrp/PhoneNum04807306202
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MERRILL
ReturnHeader/ReturnTs02014-11-17T11:24:48-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,003,445
Liabilities
$500,535
Net assets
$502,910
Revenue
$1,351,038
Expenses
$1,676,408
Net income
-$325,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.25$0.35$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.44$0.35$0.02$0.04$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.44$0.36$0.06$0.06$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.46$0.37$0.08$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.53$0.34$0.71$0.68$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.59$0.31$0.48$0.50$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.57$0.32$0.64$0.56$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.59$0.24$0.87$0.84$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.60$0.22$0.73$0.85$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.50$0.50$1.35$1.68$0.33