Civic Intelligence

Achieving Independence and Mobility Center for Independent Living

990 • Fiscal year 2016 • EIN 36-3730790

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 17, 2017

3130 Finley RoadDowners Grove, IL 60515

(630) 469-2300

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$83,034

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.9%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$255,411

Down $18,844 (-6.9%) from 2015

Net Assets

Down

$217,060

Down $5,739 (-2.6%) from 2015

Liabilities

Down

$38,351

Down $13,105 (-25%) from 2015

Revenue

Down

$496,651

Down $190,764 (-28%) from 2015

Expenses

Down

$502,390

Down $181,707 (-27%) from 2015

Net Income

Down

-$5,739

Down $9,057 (-273%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $219,003Liabilities 2012: $41,951Net Assets 2012: $177,0522012Assets 2014: $275,024Liabilities 2014: $55,543Net Assets 2014: $219,4812014Assets 2015: $274,255Liabilities 2015: $51,456Net Assets 2015: $222,7992015Assets 2016: $255,411Liabilities 2016: $38,351Net Assets 2016: $217,0602016Assets 2017: $252,562Liabilities 2017: $36,055Net Assets 2017: $216,5072017Assets 2018: $283,559Liabilities 2018: $49,619Net Assets 2018: $233,9402018Assets 2019: $295,871Liabilities 2019: $32,733Net Assets 2019: $263,1382019Assets 2020: $425,439Liabilities 2020: $59,820Net Assets 2020: $365,6192020Assets 2021: $474,066Liabilities 2021: $40,297Net Assets 2021: $433,7692021Assets 2022: $485,782Liabilities 2022: $43,652Net Assets 2022: $442,1302022Assets 2023: $529,121Liabilities 2023: $47,529Net Assets 2023: $481,5922023Assets 2024: $600,137Liabilities 2024: $45,898Net Assets 2024: $554,2392024Assets 2025: $730,998Liabilities 2025: $51,039Net Assets 2025: $679,9592025

Highlighted filing

2016

Assets$255,411
Liabilities$38,351
Net Assets$217,060

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $361,4202012Revenue 2014: $733,924Expenses 2014: $690,887Net Income 2014: $43,0372014Revenue 2015: $687,415Expenses 2015: $684,097Net Income 2015: $3,3182015Revenue 2016: $496,651Expenses 2016: $502,390Net Income 2016: -$5,7392016Revenue 2017: $499,929Expenses 2017: $500,482Net Income 2017: -$5532017Revenue 2018: $690,231Expenses 2018: $672,798Net Income 2018: $17,4332018Revenue 2019: $794,809Expenses 2019: $765,611Net Income 2019: $29,1982019Revenue 2020: $923,523Expenses 2020: $821,042Net Income 2020: $102,4812020Revenue 2021: $874,282Expenses 2021: $806,132Net Income 2021: $68,1502021Revenue 2022: $838,713Expenses 2022: $830,352Net Income 2022: $8,3612022Revenue 2023: $959,343Expenses 2023: $919,881Net Income 2023: $39,4622023Revenue 2024: $1,001,582Expenses 2024: $928,935Net Income 2024: $72,6472024Revenue 2025: $1,033,328Expenses 2025: $907,608Net Income 2025: $125,7202025

Highlighted filing

2016

Revenue$496,651
Expenses$502,390
Net Income-$5,739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$496,651
Mission and Program Overview

Mission

Independent living services for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$111,054$138,094▲ $27,040
Savings and Temporary Cash Investments$59,286$48,224▼ $11,062
Land, Buildings, and Equipment, Net$55,486$44,602▼ $10,884
Prepaid Expenses and Deferred Charges$14,100$8,992▼ $5,108
Cash and Non-Interest-Bearing Accounts$24,083$7,892▼ $16,191
Accounts Receivable$2,964$470▼ $2,494
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$274,255$255,411▼ $18,844
Other Assets Total$7,282$7,137▼ $145
Liabilities
Accounts Payable and Accrued Expenses$42,183$26,099▼ $16,084
Other Liabilities$9,273$12,252▲ $2,979
Total Liabilities$51,456$38,351▼ $13,105
Net Assets / Fund Balance
Unrestricted Net Assets$222,799$217,060▼ $5,739
Total Net Assets Fund Balance$222,799$217,060▼ $5,739
Total Liabilities and Net Assets / Fund Balance$274,255$255,411▼ $18,844

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,865$151,089$183,954
Other Land Buildings$11,737$26,204$37,941
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Leigh Ann StephensExecutive DirecFT$83,034$83,034

Board Members and Trustees

NameTitle
Bette Lawrence-WaterPresident
Grace ZajakVice President
Blake CourtneyBoard Member
Jeff GullangBoard Member
John LausasBoard Member
Lena WonBoard Member
Paul StevensonBoard Member
Peter BurgBoard Member
Steve FlintBoard Member
Giana Ferrari AyersSecretary
Stephen StonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$484,358
Program Service Revenue
$12,086
Investment Income
$207
Other Revenue
$0
All Other Contributions
$2,819
Change in Net Assets
$-5,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$496,651
Total Revenue per Audited Statements
$496,651
Total Revenue per Form 990
$496,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$301,641
Other Expenses$182,564
Grants and Similar Amounts Paid$18,185
Total Fundraising Expense$5,674
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,109$36,580$33$158,722
Occupancy$73,758$30,946$1,776$106,480
Current Officers, Directors, Trustees, and Key Employees$72,797$10,237-$83,034
Other Employee Benefits$34,171$3,639$3$37,813
Fees for Services Other$1,827$22,544$29$24,400
Payroll Taxes$18,331$3,739$2$22,072
Depreciation Depletion$14,707$4,545$220$19,472
Grants to Domestic Individuals$18,185--$18,185
Insurance$5,719$1,513$55$7,287
Travel$3,742$377$209$4,328
Office Expenses$2,505$267$17$2,789
Advertising$1,343--$1,343
Other Expenses$1,112$212$9$1,333
All Other Expenses$14$25-$39
Total Functional Expenses$379,440$117,276$5,674$502,390

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$502,390
Total Expenses per Audited Statements$502,390
Total Expenses per Form 990$502,390
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$12,252
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Board members review and vote on approval at board meeting

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organization reviews the conflict of interest policy annually with employees and requires employees to disclose all conflicts of interest with a signed statement.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board approves all compensation changes during monthly board meetings.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The board approves all compensation changes during monthly board meetings.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Achieving Independence and Mobility Cent
EIN
36-3730790
Phone
6304692300
Address
3130 FINLEY ROAD, DOWNERS GROVE, IL 60515

Signing Officer

Name
Leigh Ann Stephens
Title
Executive Direc
Signed
2017-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bette Lawrence-Water
Formed
1990
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
11
Employees
10
Volunteers
5

Preparer

Firm
Knutte & Associates Pc
Address
7900 S CASS AVE STE 210, DARIEN, IL 60561-5066
Preparer
Joseph Knutte CPA
Phone
6309603317
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INDEPENDENT LIVING SERVICES FOR PERSONS WITH DISABILITIES
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt030946
IRS990/OccupancyGrp/ProgramServicesAmt073758
IRS990/OccupancyGrp/TotalAmt0106480
IRS990/OfficeExpensesGrp/FundraisingAmt017
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IRS990/OtherAssetsTotalGrp/BOYAmt07282
IRS990/OtherAssetsTotalGrp/EOYAmt07137
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03639
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034171
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037813
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1REGISTRATIONS, DUES & SUBS
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
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IRS990/OtherExpensesGrp/FundraisingAmt144
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IRS990/OtherExpensesGrp/FundraisingAmt39
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2212
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IRS990/OtherExpensesGrp/ProgramServicesAmt14015
IRS990/OtherExpensesGrp/ProgramServicesAmt21112
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IRS990/OtherExpensesGrp/TotalAmt15190
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0158310
IRS990/ProgSrvcAccomActy3Grp/Desc0Other services offered to persons with disabilities in DuPage, Kane and Kendall Counties.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt055001
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012036
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0718724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0656436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0368420
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0230
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt075059
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0654464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0718724

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