Civic Intelligence

Personal Assistance Inc.

990 • Fiscal year 2016 • EIN 27-1958012

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

0.71x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.68x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

51st percentile

3.1%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$830,424

Up $12,712 (+1.6%) from 2015

Net Assets

Up

$242,814

Up $27,222 (+13%) from 2015

Liabilities

Down

$587,610

Down $14,510 (-2.4%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin51st percentile

Revenue

Up

$865,059

Up $130,283 (+18%) from 2015

Expenses

Down

$837,837

Down $16,094 (-1.9%) from 2015

Net Income

Up

$27,222

Up $146,377 (+123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2016

Assets$830,424
Liabilities$587,610
Net Assets$242,814
Open 2016 Filing

Operations Trend

Revenue Growth72nd 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

2016

Revenue$865,059
Expenses$837,837
Net Income$27,222
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$865,059
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
Rtn Earn Endowment Incm Other Fnds$215,592$242,814▲ $27,222
Other Notes and Loans Receivable, Net$216,000$216,000→ $0
Cash and Non-Interest-Bearing Accounts$8,800$21,512▲ $12,712
Total Assets$817,712$830,424▲ $12,712
Liabilities
Unsecured Notes Loans Payable$602,120$587,610▼ $14,510
Total Liabilities$602,120$587,610▼ $14,510
Net Assets / Fund Balance
Total Net Assets Fund Balance$215,592$242,814▲ $27,222
Total Liabilities and Net Assets / Fund Balance$817,712$830,424▲ $12,712

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
$0
Program Service Revenue
$865,059
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$27,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$834,638
Grants and Similar Amounts Paid$3,199
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$685,088--$685,088
Fees for Services Management$75,827--$75,827
Other Expenses$17,942$140-$17,942
All Other Expenses$15,531--$15,531
Travel$8,931--$8,931
Information Technology$5,802--$5,802
Fees for Services Legal$802$3,499-$4,301
Insurance-$3,948-$3,948
Grants to Domestic Orgs$3,199--$3,199
Conferences and Meetings$1,775--$1,775
Office Expenses$996--$996
Total Functional Expenses$830,250$7,587$0$837,837
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
2017-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Michael Fitzgerald
Formed
2010
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
David 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 Appendix318 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.

Path#Value
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0271958012
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ReturnHeader/Filer/USAddress/CityNm0Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021C4C21BAE5DEB5119452BD4DA1685BEE5EADDF0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId021C4C21BAE5DEB5119452BD4DA1685BEE5EADDF0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08611202017319i4n21jo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.223.99.110
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm002:20:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Merrill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0648 N Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085201
ReturnHeader/PreparerPersonGrp/PhoneNum04807201934
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Merrill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T02:17:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$830,424
Liabilities
$587,610
Net assets
$242,814
Revenue
$865,059
Expenses
$837,837
Net income
$27,222
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
2016Detailed filing. Detailed filing data is available for this year.$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