Civic Intelligence

The Porter-Starke Services Foundation Inc.

990 • Fiscal year 2014 • EIN 31-1087577

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 15, 2015

601 Wall Street46383

(219) 531-3500

Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$220,419

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 179.2% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$663,161

Up $78,325 (+13%) from 2013

Net Assets

Up

$651,530

Up $77,314 (+13%) from 2013

Liabilities

Up

$11,631

Up $1,011 (+9.5%) from 2013

Revenue

$122,983

No earlier filing loaded for comparison.

Expenses

Down

$45,669

Down $1,073 (-2.3%) from 2013

Net Income

$77,314

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.

$1.5M$1.0M$500K$0Assets 2012: $539,231Liabilities 2012: $7,299Net Assets 2012: $531,9322012Assets 2013: $584,836Liabilities 2013: $10,620Net Assets 2013: $574,2162013Assets 2014: $663,161Liabilities 2014: $11,631Net Assets 2014: $651,5302014Assets 2015: $734,832Liabilities 2015: $15,576Net Assets 2015: $719,2562015Assets 2016: $807,032Liabilities 2016: $17,103Net Assets 2016: $789,9292016Assets 2017: $934,516Liabilities 2017: $22,302Net Assets 2017: $912,2142017Assets 2018: $1,003,557Liabilities 2018: $22,851Net Assets 2018: $980,7062018Assets 2019: $1,033,720Liabilities 2019: $15,272Net Assets 2019: $1,018,4482019Assets 2020: $1,069,478Liabilities 2020: $6,717Net Assets 2020: $1,062,7612020Assets 2021: $1,159,235Liabilities 2021: $17Net Assets 2021: $1,159,2182021Assets 2022: $1,134,461Liabilities 2022: $4,805Net Assets 2022: $1,129,6562022Assets 2023: $1,225,975Liabilities 2023: $8,154Net Assets 2023: $1,217,8212023Assets 2024: $1,349,184Liabilities 2024: $1,062Net Assets 2024: $1,348,1222024

Highlighted filing

2014

Assets$663,161
Liabilities$11,631
Net Assets$651,530

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2012: $56,2202012Expenses 2013: $46,7422013Revenue 2014: $122,983Expenses 2014: $45,669Net Income 2014: $77,3142014Revenue 2015: $122,578Expenses 2015: $54,852Net Income 2015: $67,7262015Revenue 2016: $149,509Expenses 2016: $67,693Net Income 2016: $81,8162016Revenue 2017: $150,979Expenses 2017: $59,962Net Income 2017: $91,0172017Revenue 2018: $135,992Expenses 2018: $84,689Net Income 2018: $51,3032018Revenue 2019: $124,043Expenses 2019: $94,775Net Income 2019: $29,2682019Revenue 2020: $107,776Expenses 2020: $47,123Net Income 2020: $60,6532020Revenue 2021: $53,572Expenses 2021: $51,284Net Income 2021: $2,2882021Revenue 2022: $160,002Expenses 2022: $85,850Net Income 2022: $74,1522022Revenue 2023: $157,873Expenses 2023: $92,842Net Income 2023: $65,0312023Revenue 2024: $184,662Expenses 2024: $98,455Net Income 2024: $86,2072024

Highlighted filing

2014

Revenue$122,983
Expenses$45,669
Net Income$77,314
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 15, 2015
Return Version
2013v4.0
Gross Receipts
$213,967
Mission and Program Overview

Mission

Dedicated to promoting and supporting the mental health and substance abuse treatment needs of our community through comprehensive fundraising efforts.

Dedicated to promoting and supporting the mental health and substance abuse treatment needs of the community through comprehensive fundraising efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$391,554$404,438▲ $12,884
Cash and Non-Interest-Bearing Accounts$52,375$121,874▲ $69,499
Land, Buildings, and Equipment, Net$117,857$110,469▼ $7,388
Pledges and Grants Receivable$5,000$2,986▼ $2,014
Prepaid Expenses and Deferred Charges$0$1,235▲ $1,235
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$584,836$663,161▲ $78,325
Other Assets Total$18,050$22,159▲ $4,109
Liabilities
Deferred Revenue$9,550$9,600▲ $50
Accounts Payable and Accrued Expenses$1,070$2,031▲ $961
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,620$11,631▲ $1,011
Net Assets / Fund Balance
Unrestricted Net Assets$574,216$651,530▲ $77,314
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$574,216$651,530▲ $77,314
Total Liabilities and Net Assets / Fund Balance$584,836$663,161▲ $78,325

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$109,085$76,590$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$1,384$14,398$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob JacobsPresident
Heather HenderlongVice President
Chris CampbellBoard Member
Chuck HarrisBoard Member
Debbie AnselmBoard Member
Leslie PleasacBoard Member
Nick SommerBoard Member
Stacia YoonBoard Member
Rocco SchiralliChief Executive Officer
Kelly CreditSecretary
Shannon FrankoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$84,730
Program Service Revenue
$0
Investment Income
$16,866
Other Revenue
$21,387
All Other Contributions
$41,539
Change in Net Assets
$77,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$122,983
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$122,983
Total Revenue per Form 990
$122,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,604
Salaries, Compensation, and Employee Benefits$14,400
Grants and Similar Amounts Paid$13,665
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$14,400$0$14,400
Grants to Domestic Orgs$8,665--$8,665
Grants to Domestic Individuals$5,000--$5,000
Conferences and Meetings$0$4,007$0$4,007
Information Technology$0$3,177$0$3,177
Fees for Services Accounting$0$3,000$0$3,000
Depreciation Depletion$0$2,746-$2,746
Office Expenses$0$2,599$0$2,599
Insurance$0$880$0$880
Fees for Service Investment Mgmnt Fees$0$695$0$695
Travel$0$500$0$500
Total Functional Expenses$13,665$32,004$0$45,669

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,669
Total Expenses per Audited Statements$45,669
Total Expenses per Form 990$45,669
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$98,925
Fundraising Direct Expenses$86,342
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$121,165$22,240$59,957$-37,717
Event 2$31,675$20,950$27,349$-6,399
Total Events$152,840$43,190$87,306$-44,116
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Foundation Board of Directors receive copies of the 990 to review for approval prior to submission.

Form 990, Part VI, Section B, Line 12C

The Board regularly discloses any conflict which may exist with any business of the organization. No such conflicts existed in this fiscal year.

Form 990, Part VI, Section B, Line 15

Mr. Schiralli is employed fulltime , 40 hours per week, as Chief Executive Officer for Porter Starke Services, Inc. a related organization. The process Porter Starke uses to determine his salary compares a state-wide survey of community mental health organizations (like organizations), and 990's of like organizations to the proposed salary. The salary decision if made by independent persons on the board.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

EIN
31-1087577
Phone
2195313500

Signing Officer

Name
Mary Idstein
Title
Chief Financial Officer
Phone
2194764503
Signed
2015-02-15

Organization Details

Principal Officer
Mary K Idstein
Formed
1984
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
125
Raw XML AppendixShowing 400 of 714 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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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt0213967
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt013446
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03177
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt03177
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0880
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0880
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016866
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016866
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt090988
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0117857
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0110469
IRS990/LandBldgEquipCostOrOtherBssAmt0201457
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt04642
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Dedicated to promoting and supporting the mental health and substance abuse treatment needs of our community through comprehensive fundraising efforts.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0574216
IRS990/NetAssetsOrFundBalancesEOYAmt0651530
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012583
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012583
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08804
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08804
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02599
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt02599
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018050
IRS990/OtherAssetsTotalGrp/EOYAmt022159
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014400
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt014400
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02986
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01235
IRS990/PrincipalOfficerNm0Mary K Idstein
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Various grants are awarded in the community to Not-for-Profit organizations who support mental health and addciations services in Porter and Starke Communities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08665
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08665
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071684
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020604
IRS990/PYInvestmentIncomeAmt02410
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011738
IRS990/PYOtherRevenueAmt014932
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt042284
IRS990/PYSalariesCompEmpBnftPaidAmt014400
IRS990/PYTotalExpensesAmt046742
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt089026
IRS990/QuidProQuoContributionsInd01

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