Civic Intelligence

Achieving Independence and Mobility Center for Independent Living

990 • Fiscal year 2017 • EIN 36-3730790

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 15, 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

0.14x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.07x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$74,674

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.7%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$252,562

Down $2,849 (-1.1%) from 2016

Net Assets

Down

$216,507

Down $553 (-0.3%) from 2016

Liabilities

Down

$36,055

Down $2,296 (-6.0%) from 2016

Revenue

Up

$499,929

Up $3,278 (+0.7%) from 2016

Expenses

Down

$500,482

Down $1,908 (-0.4%) from 2016

Net Income

Up

-$553

Up $5,186 (+90%) from 2016

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

2017

Assets$252,562
Liabilities$36,055
Net Assets$216,507

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

2017

Revenue$499,929
Expenses$500,482
Net Income-$553
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 15, 2017
Return Version
2016v3.0
Gross Receipts
$499,929
Mission and Program Overview

Mission

Independent living services for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$48,224$107,714▲ $59,490
Pledges and Grants Receivable$138,094$97,486▼ $40,608
Land, Buildings, and Equipment, Net$44,602$27,210▼ $17,392
Cash and Non-Interest-Bearing Accounts$7,892$7,873▼ $19
Prepaid Expenses and Deferred Charges$8,992$7,542▼ $1,450
Accounts Receivable$470$0▼ $470
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$255,411$252,562▼ $2,849
Other Assets Total$7,137$4,737▼ $2,400
Liabilities
Accounts Payable and Accrued Expenses$26,099$22,636▼ $3,463
Other Liabilities$12,252$13,419▲ $1,167
Total Liabilities$38,351$36,055▼ $2,296
Net Assets / Fund Balance
Unrestricted Net Assets$217,060$216,507▼ $553
Total Net Assets Fund Balance$217,060$216,507▼ $553
Total Liabilities and Net Assets / Fund Balance$255,411$252,562▼ $2,849

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,391$163,563$183,954
Other Land Buildings$6,819$31,122$37,941
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Leigh Ann StephensExecutive DirecFT$74,674$74,674

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$482,334
Program Service Revenue
$15,901
Investment Income
$1,694
Other Revenue
$0
All Other Contributions
$1,765
Change in Net Assets
$-553

Audited Revenue Reconciliation

Revenue per Audited Statements
$499,929
Total Revenue per Audited Statements
$499,929
Total Revenue per Form 990
$499,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$308,035
Other Expenses$172,315
Grants and Similar Amounts Paid$20,132
Total Fundraising Expense$7,592
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$143,101$28,747$578$172,426
Occupancy$73,888$9,678$1,180$84,746
Current Officers, Directors, Trustees, and Key Employees$57,591$15,907$1,176$74,674
Other Employee Benefits$36,528$5,597$229$42,354
Fees for Services Other$1,994$33,185$2$35,181
Grants to Domestic Individuals$20,132--$20,132
Payroll Taxes$15,058$3,390$133$18,581
Depreciation Depletion$17,392--$17,392
Travel$6,481$155$13$6,649
Insurance$5,109$1,065$76$6,250
Office Expenses$2,424$339$25$2,788
Advertising$1,160$676-$1,836
Other Expenses$1,109$160$8$1,277
All Other Expenses$200$476-$676
Total Functional Expenses$390,123$102,767$7,592$500,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$500,482
Total Expenses per Audited Statements$500,482
Total Expenses per Form 990$500,482
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$13,419
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
2017-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bette Lawrence-Water
Formed
1990
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
10
Employees
7
Volunteers
6

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/OccupancyGrp/FundraisingAmt01180
IRS990/OccupancyGrp/ManagementAndGeneralAmt09678
IRS990/OccupancyGrp/ProgramServicesAmt073888
IRS990/OccupancyGrp/TotalAmt084746
IRS990/OfficeExpensesGrp/FundraisingAmt025
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IRS990/OfficeExpensesGrp/TotalAmt02788
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt07137
IRS990/OtherAssetsTotalGrp/EOYAmt04737
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0229
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05597
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt036528
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042354
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt066
IRS990/OtherExpensesGrp/FundraisingAmt151
IRS990/OtherExpensesGrp/FundraisingAmt24055
IRS990/OtherExpensesGrp/FundraisingAmt38
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2160
IRS990/OtherExpensesGrp/ProgramServicesAmt03435
IRS990/OtherExpensesGrp/ProgramServicesAmt14521
IRS990/OtherExpensesGrp/ProgramServicesAmt21109
IRS990/OtherExpensesGrp/TotalAmt06473
IRS990/OtherExpensesGrp/TotalAmt14992
IRS990/OtherExpensesGrp/TotalAmt24055
IRS990/OtherExpensesGrp/TotalAmt31277
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IRS990/PayrollTaxesGrp/FundraisingAmt0133
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03390
IRS990/PayrollTaxesGrp/ProgramServicesAmt015058
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07542
IRS990/PrincipalOfficerNm0Bette Lawrence-Water
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IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015901
IRS990/ProgSrvcAccomActy2Grp/Desc0Home Services: Home services include community reintegration and personal assistant services. Community reintegration provides transition assistance to persons with disabilities that are between the ages of 18 - 59 and reside in a nursing facility to locate and secure affordable, accessible housing in the community. Personal assistant services provide services to persons with disabilities who need assistance in personal care and activities of daily living. The goal of home services is to help individuals lead an independent life in the community.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0156844
IRS990/ProgSrvcAccomActy3Grp/Desc0Other services offered to persons with disabilities in DuPage, Kane and Kendall Counties.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt043377
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IRS990/PYProgramServiceRevenueAmt012086
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0718724
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01875
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt081879
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0656436
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02996316
IRS990ScheduleA/TotalSupportAmt03006017
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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