Civic Intelligence

Toward Independence Inc.

990 • Fiscal year 2011 • EIN 31-0856399

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 06, 2012

81 East Main Street45385
Siviq Scores

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

Liabilities / Assets

48th percentile

0.19x

Higher debt load relative to assets than 48% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$5,357,049

No earlier filing loaded for comparison.

Net Assets

$4,312,771

No earlier filing loaded for comparison.

Liabilities

$1,044,278

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$9,164,596

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $5,357,049Liabilities 2011: $1,044,278Net Assets 2011: $4,312,7712011Assets 2012: $6,116,278Liabilities 2012: $1,288,831Net Assets 2012: $4,827,4472012Assets 2013: $6,380,345Liabilities 2013: $1,145,481Net Assets 2013: $5,234,8642013Assets 2014: $7,085,071Liabilities 2014: $1,373,957Net Assets 2014: $5,711,1142014Assets 2015: $8,086,328Liabilities 2015: $1,853,766Net Assets 2015: $6,232,5622015Assets 2016: $8,189,364Liabilities 2016: $1,998,371Net Assets 2016: $6,190,9932016Assets 2017: $9,003,212Liabilities 2017: $2,241,594Net Assets 2017: $6,761,6182017Assets 2018: $9,506,252Liabilities 2018: $2,652,192Net Assets 2018: $6,854,0602018Assets 2019: $10,246,980Liabilities 2019: $2,242,671Net Assets 2019: $8,004,3092019Assets 2020: $16,072,501Liabilities 2020: $4,384,988Net Assets 2020: $11,687,5132020Assets 2021: $16,397,880Liabilities 2021: $2,214,722Net Assets 2021: $14,183,1582021Assets 2022: $17,713,165Liabilities 2022: $2,534,090Net Assets 2022: $15,179,0752022Assets 2023: $16,907,822Liabilities 2023: $2,461,954Net Assets 2023: $14,445,8682023Assets 2024: $18,269,873Liabilities 2024: $2,218,673Net Assets 2024: $16,051,2002024

Highlighted filing

2011

Assets$5,357,049
Liabilities$1,044,278
Net Assets$4,312,771

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $9,164,5962011Expenses 2012: $9,399,9572012Revenue 2013: $9,944,490Expenses 2013: $9,525,850Net Income 2013: $418,6402013Revenue 2014: $10,453,927Expenses 2014: $9,990,237Net Income 2014: $463,6902014Revenue 2015: $11,777,804Expenses 2015: $11,214,221Net Income 2015: $563,5832015Revenue 2016: $13,590,755Expenses 2016: $13,711,036Net Income 2016: -$120,2812016Revenue 2017: $13,913,039Expenses 2017: $13,593,594Net Income 2017: $319,4452017Revenue 2018: $15,048,598Expenses 2018: $14,728,527Net Income 2018: $320,0712018Revenue 2019: $15,459,409Expenses 2019: $14,616,804Net Income 2019: $842,6052019Revenue 2020: $19,513,652Expenses 2020: $15,885,197Net Income 2020: $3,628,4552020Revenue 2021: $18,762,995Expenses 2021: $16,236,271Net Income 2021: $2,526,7242021Revenue 2022: $18,415,395Expenses 2022: $16,721,262Net Income 2022: $1,694,1332022Revenue 2023: $17,283,597Expenses 2023: $18,143,573Net Income 2023: -$859,9762023Revenue 2024: $20,872,734Expenses 2024: $19,639,449Net Income 2024: $1,233,2852024

Highlighted filing

2011

Revenue-
Expenses$9,164,596
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 6, 2012
Return Version
2011v1.2
Gross Receipts
$9,571,039
Mission and Program Overview

Mission

To empower people with developmental disabilities to experience the fullest life possible by providing person-centered supports which enable them to integrate into a variety of settings within their community

Filing and Contact Details

Filer

EIN
31-0856399
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IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. THE MEMBERS THEN REVIEW THE FORM FOR ACCURACY AND COMPLETENESS AND COMMUNICATES ANY REQUIRED CHANGES TO MANAGEMENT. ONCE THE RETURN HAS THE APPROVAL OF THE BOARD, IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1ON AN ANNUAL BASIS THE BOARD OF DIRECTORS REQUIRES A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED BY ALL BOARD DIRECTORS AND KEY PERSONNEL. ANY POTENTIAL IDENTIFIED CONFLICTS ARE DISCUSSED BY THE BOARD AND EXECUTIVE DIRECTOR AND DETERMINATIONS ARE MADE FROM THERE. THE EXECUTIVE DIRECTOR DISCLOSES TO THE BOARD ANY PERSONAL POTENTIAL CONFLICTS AND THE EXECUTIVE DIRECTOR REVIEWS THE KEY STAFF AND THEIR RESPECTIVE PERFORMANCE AND DUTIES THAT MAY LEAD TO CONFLICTS AND ADDRESSES THE ISSUE WHEN APPARENT. THE CORPORATION EXPECTS DIRECTORS, OFFICERS, AND STAFF TO ACT AT ALL TIMES WITH LOYALTY TO THE AGENCY AND TO MAINTAIN THE HIGHEST STANDARDS OF ETHICS, BOTH IN FACT AND IN APPEARANCE.
IRS990ScheduleO/GeneralExplanation/Explanation2IN PREPARATION FOR HIRING, THE BOARD OF DIRECTORS AND THE AGENCY HR DIRECTOR RESEARCHED THE POSITION AND RELATED COMPENSATION FOR THE CEO VIA SURVEY OF RELATED AND SIMILAR ORGANIZATIONS' PROFESSIONAL COMPENSATION SALARY AS CONDUCTED BY THE OHIO PROVIDER RESOURCE ASSOCIATION (OPRA), AND BY REVIEW OF THE CANDIDATES CREDENTIALS, EXPERIENCE, AND SALARY HISTORY. A PANEL OF BOARD DIRECTORS CONDUCTED THE INTERVIEW, OBTAINED REFERENCE MATERIAL, AND DELIBERATED THE DECISION TO HIRE WITH COMPENSATION PACKAGE.
IRS990ScheduleO/GeneralExplanation/Explanation3TOWARDS INDEPENDENCE IS INCORPORATED IN THE STATE OF OHIO AS A NON-PROFIT CORPORATION. THE STATE HAS RECORD OF THE FILING, RELATED PAPERWORK REQUIREMENTS, AND COMPLIANCE. BY BOARD POLICY, ACCESS TO BOARD POLICIES AND RECORDS SHALL BE GIVEN TO SUCH LOCAL, STATE, OR FEDERAL ENTITIES THAT MAY PROVIDE OVERSIGHT OF SERVICES PROVIDED BY THE CORPORATION. FURTHERMORE, AS A NON-PROFIT CORPORATION, ON AN ANNUAL BASIS A FORM 990 IS COMPLETED AND FILED WITH THE FEDERAL GOVERNMENT WHICH IS A MATTER OF PUBLIC RECORD. THE AGENCY IS IN COMPLIANCE WITH REGULATIONS AND LAW AND MAKES APPROPRIATE REQUIRED RECORDS AVAILABLE FOR REVIEW UPON REQUEST. ALSO, AN ANNUAL REPORT REFLECTING PROGRAMMATIC AND FINANCIAL INFORMATION FOR THE PREVIOUS CALENDAR YEAR IS PRODUCED AND AVAILABLE FOR THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier2COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1081 EAST MAIN STREET
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IRS990/TheBooksAreInCareOf/AddressUS/State0OH
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IRS990/TheBooksAreInCareOf/NamePerson0ROBERT ARCHER
IRS990/TheBooksAreInCareOf/TelephoneNumber09373763996
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IRS990/TotalContributions028880
IRS990/TotalExpensesCurrentYear09164596
IRS990/TotalExpensesPriorYear09119230
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IRS990/TotalFunctionalExpenses/ProgramServices08086030
IRS990/TotalFunctionalExpenses/Total09164596
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IRS990/TotalNbrEmployees0346
IRS990/TotalNbrVolunteers050
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.3$2.22$16.1$20.9$19.6$1.23
2023Detailed filing. Detailed filing data is available for this year.$16.9$2.46$14.4$17.3$18.1$0.86
2022Detailed filing. Detailed filing data is available for this year.$17.7$2.53$15.2$18.4$16.7$1.69
2021Detailed filing. Detailed filing data is available for this year.$16.4$2.21$14.2$18.8$16.2$2.53
2020Detailed filing. Detailed filing data is available for this year.$16.1$4.38$11.7$19.5$15.9$3.63
2019Detailed filing. Detailed filing data is available for this year.$10.2$2.24$8.00$15.5$14.6$0.84
2018Detailed filing. Detailed filing data is available for this year.$9.51$2.65$6.85$15.0$14.7$0.32
2017Detailed filing. Detailed filing data is available for this year.$9.00$2.24$6.76$13.9$13.6$0.32
2016Detailed filing. Detailed filing data is available for this year.$8.19$2.00$6.19$13.6$13.7$0.12
2015Detailed filing. Detailed filing data is available for this year.$8.09$1.85$6.23$11.8$11.2$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.09$1.37$5.71$10.5$9.99$0.46
2013Detailed filing. Detailed filing data is available for this year.$6.38$1.15$5.23$9.94$9.53$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$1.29$4.83$9.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$1.04$4.31$9.16