Civic Intelligence

Human Resources Development Institute Inc - Southwood

990 • Fiscal year 2019 • EIN 36-3452367

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 31, 2020

222 South Jefferson Street No 200Chicago, IL 60661

(312) 441-9009

Siviq Scores

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

Liabilities / Assets

85th percentile

0.64x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

4.95x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$430,889

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 118.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

66th percentile

9.7%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

0.0%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,832,609

Up $250,908 (+9.7%) from 2018

Net Assets

Up

$1,029,443

Up $70,390 (+7.3%) from 2018

Liabilities

Up

$1,803,166

Up $180,518 (+11%) from 2018

Revenue

Flat

$364,536

Flat from 2018

Expenses

Down

$294,146

Down $5,017 (-1.7%) from 2018

Net Income

Up

$70,390

Up $5,017 (+7.7%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,185,700Liabilities 2010: $2,413,617Net Assets 2010: $772,0832010Assets 2012: $2,323,641Liabilities 2012: $1,605,425Net Assets 2012: $718,2162012Assets 2013: $2,270,583Liabilities 2013: $1,523,956Net Assets 2013: $746,6272013Assets 2014: $2,244,227Liabilities 2014: $1,484,387Net Assets 2014: $759,8402014Assets 2015: $2,731,719Liabilities 2015: $1,950,262Net Assets 2015: $781,4572015Assets 2016: $2,679,057Liabilities 2016: $1,838,260Net Assets 2016: $840,7972016Assets 2017: $2,620,746Liabilities 2017: $1,727,066Net Assets 2017: $893,6802017Assets 2018: $2,581,701Liabilities 2018: $1,622,648Net Assets 2018: $959,0532018Assets 2019: $2,832,609Liabilities 2019: $1,803,166Net Assets 2019: $1,029,4432019Assets 2020: $3,061,967Liabilities 2020: $1,821,125Net Assets 2020: $1,240,8422020Assets 2021: $3,290,543Liabilities 2021: $2,258,097Net Assets 2021: $1,032,4462021Assets 2022: $3,515,741Liabilities 2022: $2,687,820Net Assets 2022: $827,9212022

Highlighted filing

2019

Assets$2,832,609
Liabilities$1,803,166
Net Assets$1,029,443

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $401,6772010Expenses 2012: $274,6652012Expenses 2013: $249,6162013Revenue 2014: $277,801Expenses 2014: $264,588Net Income 2014: $13,2132014Revenue 2015: $321,062Expenses 2015: $299,445Net Income 2015: $21,6172015Revenue 2016: $364,749Expenses 2016: $305,409Net Income 2016: $59,3402016Revenue 2017: $364,537Expenses 2017: $311,654Net Income 2017: $52,8832017Revenue 2018: $364,536Expenses 2018: $299,163Net Income 2018: $65,3732018Revenue 2019: $364,536Expenses 2019: $294,146Net Income 2019: $70,3902019Revenue 2020: $434,808Expenses 2020: $223,408Net Income 2020: $211,4002020Revenue 2021: $5,030Expenses 2021: $213,426Net Income 2021: -$208,3962021Revenue 2022: $4,200Expenses 2022: $208,727Net Income 2022: -$204,5272022

Highlighted filing

2019

Revenue$364,536
Expenses$294,146
Net Income$70,390
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 31, 2020
Return Version
2018v3.1
Gross Receipts
$364,536
Mission and Program Overview

Mission

Provides property management for Human Resources Development Institute and its related entities.

Property management for human resources development institute and related entities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,928,647$1,780,189▼ $148,458
Cash and Non-Interest-Bearing Accounts$11,596$18,962▲ $7,366
Prepaid Expenses and Deferred Charges$2,399$3,840▲ $1,441
Accounts Receivable$30$300▲ $270
Savings and Temporary Cash Investments$67$68▲ $1
Total Assets$2,581,701$2,832,609▲ $250,908
Other Assets Total$638,962$1,029,250▲ $390,288
Liabilities
Unsecured Notes Loans Payable$1,591,064$1,470,283▼ $120,781
Other Liabilities$26,481$327,696▲ $301,215
Accounts Payable and Accrued Expenses$5,103$5,187▲ $84
Total Liabilities$1,622,648$1,803,166▲ $180,518
Net Assets / Fund Balance
Unrestricted Net Assets$959,053$1,029,443▲ $70,390
Total Net Assets Fund Balance$959,053$1,029,443▲ $70,390
Total Liabilities and Net Assets / Fund Balance$2,581,701$2,832,609▲ $250,908

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,128,791$1,703,316$2,832,107
Land$651,398-$651,398
Other Assets Org$1,029,250--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joel K JohnsonDirector
Sabrina MooreDirector
Verneda BachusDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$364,536
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$70,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,146
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
Depreciation Depletion$148,458--$148,458
Interest$65,574--$65,574
Fees for Services Other-$60,000-$60,000
Occupancy$19,048--$19,048
Fees for Services Accounting-$1,015-$1,015
Other Expenses-$51-$51
Total Functional Expenses$233,080$61,066$0$294,146
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Hrdi$300,735
Rent Security Deposit$25,400
Accrued Interest Payable$1,561
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section A, Line 2

Board members veranda bachas and sabrina moore both are employed by friend health, a related 501(c)(3) organization

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

The 990 was reviewed and approved by management prior to filing

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

Its officers and management are charged with insuring that southwood is in compliance with its conflict of interest policy

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request. The audit report is posted on the illinois attorney general's website

Filing and Contact Details

Filer

Filer Name
Human Resources Development Institute
EIN
36-3452367
Phone
3124419009
Address
222 SOUTH JEFFERSON STREET NO 200, CHICAGO, IL 60661

Signing Officer

Name
Joel K Johnson
Title
Director
Phone
3124419009
Signed
2020-01-31

Organization Details

Principal Officer
Joel K Johnson
Formed
1985
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Odell Hicks & Company LLC
Address
180 N STETSON AVENUE, CHICAGO, IL 60601-6712
Preparer
Odell Hicks Jr
Phone
3128610113
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants: program service expenses 0. Management and general expenses 60,000. Fundraising expenses 0. Total expenses 60,000.

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOEL K JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VERNEDA BACHUS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SABRINA MOORE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0208576
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1430889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2225029
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS VERANDA BACHAS AND SABRINA MOORE BOTH ARE EMPLOYED BY FRIEND HEALTH, A RELATED 501(C)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ITS OFFICERS AND MANAGEMENT ARE CHARGED WITH INSURING THAT SOUTHWOOD IS IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE AUDIT REPORT IS POSTED ON THE ILLINOIS ATTORNEY GENERAL'S WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0HRDI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HUMAN RESOURCES DEVELOPMENT INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FRIEND HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362894887
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1364161801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH AND HUMAN SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PRIMIARY AND PREVNTATIVE HEALTH CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1170(B)(1)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0222 S JEFFERSON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1800 EAST 55TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060661
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160615
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01000000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1364536
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HUMAN RESOURCES DEVELOPMENT INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1HUMAN RESOURCES DEVELOPMENT INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02581701
IRS990/TotalAssetsEOYAmt02832609
IRS990/TotalAssetsGrp/BOYAmt02581701
IRS990/TotalAssetsGrp/EOYAmt02832609
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061066
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0233080
IRS990/TotalFunctionalExpensesGrp/TotalAmt0294146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01622648
IRS990/TotalLiabilitiesEOYAmt01803166
IRS990/TotalLiabilitiesGrp/BOYAmt01622648
IRS990/TotalLiabilitiesGrp/EOYAmt01803166
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0959053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01029443
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0233080
IRS990/TotalProgramServiceRevenueAmt0364536
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0364536
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0364536
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02581701
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02832609
IRS990/TotReportableCompRltdOrgAmt0864494
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$2.69$0.83$0.00$0.21$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$2.26$1.03$0.01$0.21$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$1.82$1.24$0.43$0.22$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.83$1.80$1.03$0.36$0.29$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$1.62$0.96$0.36$0.30$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$1.73$0.89$0.36$0.31$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$1.84$0.84$0.36$0.31$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.73$1.95$0.78$0.32$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.24$1.48$0.76$0.28$0.26$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$1.52$0.75$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$1.61$0.72$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$2.41$0.77$0.40