Civic Intelligence

Personal Assistance Inc.

990 • Fiscal year 2018 • EIN 27-1958012

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

0.66x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

1.22x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

33rd percentile

-2.4%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$900,204

Up $5,341 (+0.6%) from 2017

Net Assets

Down

$310,220

Down $11,499 (-3.6%) from 2017

Liabilities

Up

$589,984

Up $16,840 (+2.9%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin33rd percentile

Revenue

Down

$483,910

Down $159,608 (-25%) from 2017

Expenses

Down

$495,409

Down $69,204 (-12%) from 2017

Net Income

Down

-$11,499

Down $90,404 (-115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$900,204
Liabilities$589,984
Net Assets$310,220
Open 2018 Filing

Operations Trend

Revenue Growth13th 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

2018

Revenue$483,910
Expenses$495,409
Net Income-$11,499
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$483,910
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$321,719$310,220▼ $11,499
Other Notes and Loans Receivable, Net$216,000$216,000→ $0
Accounts Receivable-$54,800-
Cash and Non-Interest-Bearing Accounts$85,951$36,492▼ $49,459
Total Assets$894,863$900,204▲ $5,341
Liabilities
Unsecured Notes Loans Payable$573,144$589,984▲ $16,840
Total Liabilities$573,144$589,984▲ $16,840
Net Assets / Fund Balance
Total Net Assets Fund Balance$321,719$310,220▼ $11,499
Total Liabilities and Net Assets / Fund Balance$894,863$900,204▲ $5,341

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$592,912--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Michael FitzgeraldPresident
David MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$483,901
Investment Income
$9
Other Revenue
$0
Change in Net Assets
$-11,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$495,409
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$347,792--$347,792
Fees for Services Management$60,957$3,000-$63,957
Fees for Services Legal$2,868$46,200-$49,068
Information Technology$10,884$746-$11,630
Insurance$4,875$4,139-$9,014
All Other Expenses$7,196$26-$7,222
Office Expenses$1,631--$1,631
Other Expenses$1,030$415-$1,030
Travel$991--$991
Total Functional Expenses$440,883$54,526$0$495,409
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
Michael Fitzgerald
Title
Treasurer
Phone
4806506685
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fitzgerald
Formed
2010
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

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 Appendix328 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
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Fitzgerald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04806506685
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSONAL ASSISTANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0271958012
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8998
ReturnHeader/Filer/USAddress/CityNm0Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021C4C21BAE5DEB5119452BD4DA1685BEE5EADDF0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId021C4C21BAE5DEB5119452BD4DA1685BEE5EADDF0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08611202019319vypwgpq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.45.128.250
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm010:42:27
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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Merrill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T10:41:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,204
Liabilities
$589,984
Net assets
$310,220
Revenue
$483,910
Expenses
$495,409
Net income
-$11,499
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
2018Detailed filing. Detailed filing data is available for this year.$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