Civic Intelligence

Personal Assistance Inc.

990 • Fiscal year 2015 • EIN 27-1958012

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
PO Box 8998Mesa, AZ 85214

(480) 650-6685

Siviq Scores

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

Liabilities / Assets

89th percentile

0.74x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

0.82x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$817,712

Down $185,733 (-19%) from 2013

Net Assets

Down

$215,592

Down $287,318 (-57%) from 2013

Liabilities

Up

$602,120

Up $101,585 (+20%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin16th percentile

Revenue

Down

$734,776

Down $616,262 (-46%) from 2013

Expenses

Down

$853,931

Down $822,477 (-49%) from 2013

Net Income

Up

-$119,155

Up $206,215 (+63%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2015

Assets$817,712
Liabilities$602,120
Net Assets$215,592
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

2015

Revenue$734,776
Expenses$853,931
Net Income-$119,155
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$734,776
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$592,912$592,912→ $0
Other Notes and Loans Receivable, Net$216,000$216,000→ $0
Rtn Earn Endowment Incm Other Fnds$334,747$215,592▼ $119,155
Cash and Non-Interest-Bearing Accounts$13,568$8,800▼ $4,768
Total Assets$822,480$817,712▼ $4,768
Liabilities
Unsecured Notes Loans Payable$487,620$602,120▲ $114,500
Accounts Payable and Accrued Expenses$113--
Total Liabilities$487,733$602,120▲ $114,387
Net Assets / Fund Balance
Total Net Assets Fund Balance$334,747$215,592▼ $119,155
Total Liabilities and Net Assets / Fund Balance$822,480$817,712▼ $4,768

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$592,912--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Michael FitzgeraldPresident
David MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,050
Program Service Revenue
$727,726
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,050
Change in Net Assets
$-119,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$847,393
Grants and Similar Amounts Paid$6,538
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$525,659--$525,659
Fees for Services Management$155,801$9,244-$165,045
Fees for Services Legal-$116,531-$116,531
All Other Expenses$28,212--$28,212
Grants to Domestic Orgs$6,538--$6,538
Travel$4,462--$4,462
Insurance$3,004--$3,004
Office Expenses$2,012--$2,012
Information Technology$1,194--$1,194
Conferences and Meetings$609--$609
Occupancy$375--$375
Other Expenses$182$108-$290
Total Functional Expenses$728,048$125,883$0$853,931
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
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
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 governing body review Part VI line 11

“The board reviews for 990 in a board meeting after form990 has been completed.”

Conflict of interest policy compliance Part VI line 12C

“The board review 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.”

Governing documents etc available to public 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

Filer Name
Personal Assistance Inc
EIN
27-1958012
Address
PO BOX 8998, Mesa, AZ 85214

Signing Officer

Name
David Merrill
Title
Treasurer
Phone
4806506685
Signed
2016-11-14
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
0

Preparer

Firm
David L Merrill
Address
648 N Orange, Mesa, AZ 85201
Preparer
David L Merrill
Phone
4807201934
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Contract services - $455,017”

Raw XML Appendix307 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/ExplanationTxt0THE BOARD REVIEWS FOR 990 IN A BOARD MEETING AFTER FORM990 HAS BEEN COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEW 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/ExplanationTxt2THE 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/ExplanationTxt3CONTRACT SERVICES - $455,017
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David L Merrill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0648 N Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085201
ReturnHeader/PreparerPersonGrp/PhoneNum04807201934
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Merrill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T22:30:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$817,712
Liabilities
$602,120
Net assets
$215,592
Revenue
$734,776
Expenses
$853,931
Net income
-$119,155
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