Civic Intelligence

Achieving Independence and Mobility Center for Independent Living

990 • Fiscal year 2020 • EIN 36-3730790

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 17, 2020

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

64th percentile

0.14x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.06x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$86,372

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

81st percentile

44%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$425,439

Up $129,568 (+44%) from 2019

Net Assets

Up

$365,619

Up $102,481 (+39%) from 2019

Liabilities

Up

$59,820

Up $27,087 (+83%) from 2019

Revenue

Up

$923,523

Up $128,714 (+16%) from 2019

Expenses

Up

$821,042

Up $55,431 (+7.2%) from 2019

Net Income

Up

$102,481

Up $73,283 (+251%) from 2019

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

2020

Assets$425,439
Liabilities$59,820
Net Assets$365,619

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

2020

Revenue$923,523
Expenses$821,042
Net Income$102,481
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 17, 2020
Return Version
2019v5.0
Gross Receipts
$923,523
Mission and Program Overview

Mission

Independent living services for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$71,454$205,482▲ $134,028
Accounts Receivable$164,094$166,080▲ $1,986
Land, Buildings, and Equipment, Net$37,982$33,903▼ $4,079
Cash and Non-Interest-Bearing Accounts$9,980$8,237▼ $1,743
Prepaid Expenses and Deferred Charges$7,624$7,000▼ $624
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$295,871$425,439▲ $129,568
Other Assets Total$4,737$4,737→ $0
Liabilities
Accounts Payable and Accrued Expenses$22,647$48,009▲ $25,362
Other Liabilities$10,086$11,811▲ $1,725
Total Liabilities$32,733$59,820▲ $27,087
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$263,138$365,619▲ $102,481
Total Net Assets Fund Balance$263,138$365,619▲ $102,481
Total Liabilities and Net Assets / Fund Balance$295,871$425,439▲ $129,568

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,150$229,236$244,386
Leasehold Improvements$18,753-$18,753
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Leigh Ann StephensExecutive DirectorFT$86,372$86,372

Board Members and Trustees

NameTitle
Bette Lawrence-waterPresident
Steve FlintVice President
Amie WeberBoard Member
Bob SmithBoard Member
Jacob WoodsBoard Member
John LausasBoard Member
Paul StevensonBoard Member
Jeff GullangSecretary
Stephen StonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$728,949
Program Service Revenue
$194,070
Investment Income
$0
Other Revenue
$504
All Other Contributions
$5,105
Change in Net Assets
$102,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$578,076
Other Expenses$242,966
Total Fundraising Expense$4,539
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$283,683$86,520$1,259$371,462
Current Officers, Directors, Trustees, and Key Employees$65,962$20,117$293$86,372
Other Employee Benefits$61,350$21,752$181$83,283
Occupancy$61,953$10,337$871$73,161
Fees for Services Other$18,324$29,209$74$47,607
Payroll Taxes$28,498$8,332$129$36,959
Office Expenses$15,311$2,445$363$18,119
All Other Expenses$13,168$1,843$968$15,979
Travel$12,987$132$30$13,149
Other Expenses$9,985$1,248$103$11,336
Depreciation Depletion$8,270--$8,270
Advertising$3,807--$3,807
Insurance$1,255$195$16$1,466
Total Functional Expenses$631,438$185,065$4,539$821,042
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 Revenue and Other$11,811
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 35% controlled entity
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 meetings

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 Cil
EIN
36-3730790
Phone
6304692300
Address
3130 FINLEY ROAD, DOWNERS GROVE, IL 60515

Signing Officer

Name
Leigh Ann Stephens
Title
Executive Director
Signed
2020-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leigh Ann Stephens
Formed
1990
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
12

Preparer

Firm
Senesac & Lennon Ltd
Address
333 N Hammes Ave Suite 104, Joliet, IL 60435
Preparer
David D Lennon
Phone
8157257070
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(c)(3), AND SIMILAR PROVISIONS OF THE STATE INCOME TAX CODE AS OTHER THAN A PRIVATE FOUNDATION.

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IRS990/OtherEmployeeBenefitsGrp/TotalAmt083283
IRS990/OtherExpensesGrp/Desc0SPECIAL ASST TO CONSUMERS
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
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IRS990/OtherExpensesGrp/FundraisingAmt1121
IRS990/OtherExpensesGrp/FundraisingAmt2103
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11383
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21248
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IRS990/OtherExpensesGrp/ProgramServicesAmt110135
IRS990/OtherExpensesGrp/ProgramServicesAmt29867
IRS990/OtherExpensesGrp/ProgramServicesAmt39985
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IRS990/OtherExpensesGrp/TotalAmt211371
IRS990/OtherExpensesGrp/TotalAmt311336
IRS990/OtherLiabilitiesGrp/BOYAmt010086
IRS990/OtherLiabilitiesGrp/EOYAmt011811
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/ExclusionAmt0504
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0504
IRS990/OtherRevenueTotalAmt0504
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01259
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086520
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0283683
IRS990/OtherSalariesAndWagesGrp/TotalAmt0371462
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0129
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08332
IRS990/PayrollTaxesGrp/ProgramServicesAmt028498
IRS990/PayrollTaxesGrp/TotalAmt036959
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07624
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07000
IRS990/PrincipalOfficerNm0LEIGH ANN STEPHENS
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IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0663572
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE AND OTHER
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(c)(3), AND SIMILAR PROVISIONS OF THE STATE INCOME TAX CODE AS OTHER THAN A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt033903
IRS990ScheduleD/TotalLiabilityAmt011811
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members review and vote on approval at board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization reviews the conflict of interest policy annually with employees and requires employees to disclose all conflicts of interest with a signed statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board approves all compensation changes during monthly board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board approves all compensation changes during monthly board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TaxExemptBondsInd0false

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