Civic Intelligence

Shared Vision Inc

990 • Fiscal year 2016 • EIN 36-3977636

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 24, 2017

1200 Harger Road Suite 600Oak Brook, IL 60523

(708) 837-3378

Siviq Scores

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

Liabilities / Assets

48th percentile

0.09x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.04x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

32nd percentile

-3.3%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$119,527

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-5.7%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$761,001

Down $11,881 (-1.5%) from 2015

Net Assets

Down

$693,250

Down $62,999 (-8.3%) from 2015

Liabilities

Up

$67,751

Up $51,118 (+307%) from 2015

Revenue

Down

$1,891,308

Down $113,444 (-5.7%) from 2015

Expenses

Down

$1,954,307

Down $130,871 (-6.3%) from 2015

Net Income

Up

-$62,999

Up $17,427 (+22%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $563,502Liabilities 2012: $18,533Net Assets 2012: $544,9692012Assets 2013: $744,172Liabilities 2013: $26,139Net Assets 2013: $718,0332013Assets 2014: $860,363Liabilities 2014: $23,688Net Assets 2014: $836,6752014Assets 2015: $772,882Liabilities 2015: $16,633Net Assets 2015: $756,2492015Assets 2016: $761,001Liabilities 2016: $67,751Net Assets 2016: $693,2502016Assets 2017: $703,451Liabilities 2017: $55,061Net Assets 2017: $648,3902017Assets 2018: $620,448Liabilities 2018: $9,845Net Assets 2018: $610,6032018Assets 2019: $796,300Liabilities 2019: $61,688Net Assets 2019: $734,6122019Assets 2020: $1,358,085Liabilities 2020: $284,825Net Assets 2020: $1,073,2602020Assets 2021: $1,587,464Liabilities 2021: $12,366Net Assets 2021: $1,575,0982021Assets 2022: $1,700,588Liabilities 2022: $217,575Net Assets 2022: $1,483,0132022Assets 2023: $2,809,193Liabilities 2023: $1,319,618Net Assets 2023: $1,489,5752023Assets 2024: $2,719,126Liabilities 2024: $1,297,524Net Assets 2024: $1,421,6022024

Highlighted filing

2016

Assets$761,001
Liabilities$67,751
Net Assets$693,250

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,326,9362012Revenue 2013: $1,716,096Expenses 2013: $1,543,032Net Income 2013: $173,0642013Revenue 2014: $1,826,050Expenses 2014: $1,707,408Net Income 2014: $118,6422014Revenue 2015: $2,004,752Expenses 2015: $2,085,178Net Income 2015: -$80,4262015Revenue 2016: $1,891,308Expenses 2016: $1,954,307Net Income 2016: -$62,9992016Revenue 2017: $1,870,787Expenses 2017: $1,915,647Net Income 2017: -$44,8602017Revenue 2018: $1,849,665Expenses 2018: $1,887,452Net Income 2018: -$37,7872018Revenue 2019: $1,977,548Expenses 2019: $1,853,539Net Income 2019: $124,0092019Revenue 2020: $2,506,918Expenses 2020: $2,168,270Net Income 2020: $338,6482020Revenue 2021: $2,830,342Expenses 2021: $2,328,504Net Income 2021: $501,8382021Revenue 2022: $2,192,356Expenses 2022: $2,284,441Net Income 2022: -$92,0852022Revenue 2023: $2,383,219Expenses 2023: $2,376,657Net Income 2023: $6,5622023Revenue 2024: $2,741,031Expenses 2024: $2,809,004Net Income 2024: -$67,9732024

Highlighted filing

2016

Revenue$1,891,308
Expenses$1,954,307
Net Income-$62,999
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$1,891,308
Mission and Program Overview

Mission

To provide psychologically based intervention programs which access and treat children, adolescents and their families, who have been or are at high risk for abuse, neglect and failure to thrive emotionally and academically, and in the process train and certify clinical psychologists and therapists in the latest methods of treatments.

To provide mental health services to children, adolescents and families, who are at high risk for abuse, neglect and failure to thrive emotionally and academically, to train and certify clinical psychologists and therapists.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$516,046$550,338▲ $34,292
Accounts Receivable$163,920$130,182▼ $33,738
Land, Buildings, and Equipment, Net$41,625$35,420▼ $6,205
Prepaid Expenses and Deferred Charges$20,424$18,170▼ $2,254
Intangible Assets$6,022$2,046▼ $3,976
Total Assets$772,882$761,001▼ $11,881
Other Assets Total$24,845$24,845→ $0
Liabilities
Accounts Payable and Accrued Expenses$16,633$67,751▲ $51,118
Total Liabilities$16,633$67,751▲ $51,118
Net Assets / Fund Balance
Unrestricted Net Assets$756,249$693,250▼ $62,999
Total Net Assets Fund Balance$756,249$693,250▼ $62,999
Total Liabilities and Net Assets / Fund Balance$772,882$761,001▼ $11,881

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,799$87,514$111,313
Leasehold Improvements$11,621$8,048$19,669
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen CondonDirectorPT$119,527-$119,527
Meghan M WittenbornPsychologistFT$110,229$2,104$112,333
Pamela McmullinPsychologistFT$110,480-$110,480
Kristen LangleyPsychologistFT$110,158-$110,158
Katherine J HejnaPsychologistFT$105,408$2,104$107,512
Adam L ShaferPsychologistFT$107,287-$107,287
Dr Myra M LawrenceDirector-$44,343-$44,343
Ted H LawrenceTreasurerPT$12,000-$12,000

Board Members and Trustees

NameTitle
Dr Cindy TrawinskiPresident
MONNA O'BRIENDirector
Dr Pat BernbomSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,891,050
Investment Income
$258
Other Revenue
$0
Change in Net Assets
$-62,999

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,891,308
Total Revenue per Audited Statements
$1,891,308
Total Revenue per Form 990
$1,891,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,593,803
Other Expenses$360,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,248,431$66,773-$1,315,204
Current Officers, Directors, Trustees, and Key Employees$119,527$47,000-$166,527
Occupancy$148,773$8,659-$157,432
Payroll Taxes$103,368$8,704-$112,072
Insurance$62,937$15,734-$78,671
Information Technology$19,855$405-$20,260
Depreciation Depletion$14,766$1,641-$16,407
Office Expenses$13,715$1,319-$15,034
Conferences and Meetings$12,707--$12,707
Fees for Services Other$10,843--$10,843
Fees for Services Accounting-$9,925-$9,925
All Other Expenses$6,505$895-$7,400
Other Expenses$2,283$23-$2,306
Advertising$2,182--$2,182
Fees for Services Legal$17$1,721-$1,738
Total Functional Expenses$1,791,027$163,280$0$1,954,307

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,954,307
Total Expenses per Audited Statements$1,954,307
Total Expenses per Form 990$1,954,307
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Myra lawrence theodore lawrence family within the business

Form 990, Page 6, Part VI, Line 7A

Individuals are nominated to stand on the board.

Form 990, Page 6, Part VI, Line 11B

Delegated to senior management and a copy available to the board before filing the return.

Form 990, Page 6, Part VI, Line 15A

The board decide on the adequate compensation of the officers

Form 990, Page 6, Part VI, Line 15B

The board and senior management decide on the adequate compensation of the key employees

Form 990, Page 6, Part VI, Line 19

The organization will provide the documentation upon a writen request.

Filing and Contact Details

Filer

Filer Name
Shared Vision Inc
EIN
36-3977636
Phone
7088373378
Address
1200 HARGER ROAD SUITE 600, OAK BROOK, IL 60523

Signing Officer

Name
Ted H Lawrence
Title
Treasurer
Phone
7088373378
Signed
2017-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted H Lawrence
Formed
1994
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
26
Volunteers
3

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS RD STE 200, NORTHBROOK, IL 60062-6141
Preparer
Andrew R Lotts
Phone
8479452888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide psychologically based intervention programs which access and treat children, adolescents and their families, who have been or are at high risk for abuse, neglect and failure to thrive emotionally and academically, and in the process train and certify clinical psychologists and therapists in the latest methods of treatments.

Financial Statement Notes

Schedule D, Page 3, Part X

As of december 31, 2016, shared vision, inc. Was not aware of any uncertain tax positions that it is obligated to disclose in accordance with fasb asc 740, income taxes. Additionally, there were no returns open to review or under review by taxing authorities in excess of annual statutory periods. The organization follows a conservative approach of research and open disclosure in regard to its tax-exempt status and positions held. The organization files forms 990 in the u.s. Federal jurisdiction and the state of illinois. The organization is generally no longer subject to examination by the internal revenue service for years before 2013.

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IRS990ScheduleD/RevenueSubtotalAmt01891308
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2016, SHARED VISION, INC. WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT IT IS OBLIGATED TO DISCLOSE IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES. ADDITIONALLY, THERE WERE NO RETURNS OPEN TO REVIEW OR UNDER REVIEW BY TAXING AUTHORITIES IN EXCESS OF ANNUAL STATUTORY PERIODS. THE ORGANIZATION FOLLOWS A CONSERVATIVE APPROACH OF RESEARCH AND OPEN DISCLOSURE IN REGARD TO ITS TAX-EXEMPT STATUS AND POSITIONS HELD. THE ORGANIZATION FILES FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt01954307
IRS990ScheduleD/TotalRevenuePerForm990Amt01891308
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01954307
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE PSYCHOLOGICALLY BASED INTERVENTION PROGRAMS WHICH ACCESS AND TREAT CHILDREN, ADOLESCENTS AND THEIR FAMILIES, WHO HAVE BEEN OR ARE AT HIGH RISK FOR ABUSE, NEGLECT AND FAILURE TO THRIVE EMOTIONALLY AND ACADEMICALLY, AND IN THE PROCESS TRAIN AND CERTIFY CLINICAL PSYCHOLOGISTS AND THERAPISTS IN THE LATEST METHODS OF TREATMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MYRA LAWRENCE THEODORE LAWRENCE FAMILY WITHIN THE BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INDIVIDUALS ARE NOMINATED TO STAND ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DELEGATED TO SENIOR MANAGEMENT AND A COPY AVAILABLE TO THE BOARD BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD DECIDE ON THE ADEQUATE COMPENSATION OF THE OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD AND SENIOR MANAGEMENT DECIDE ON THE ADEQUATE COMPENSATION OF THE KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION WILL PROVIDE THE DOCUMENTATION UPON A WRITEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine1Txt01200 HARGER ROAD SUITE 600
IRS990/USAddress/CityNm0OAK BROOK
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IRS990/WebsiteAddressTxt0WWW.BUILDINGHEALTHYCONNECTIONS.ORG
IRS990/WhistleblowerPolicyInd0true

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