Civic Intelligence

Illinois Disability Association

990 • Fiscal year 2019 • EIN 36-4249486

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

Organization ProfileN/A
120 S LA Salle StreetChicago, IL 60603

(312) 332-4622

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

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

Liabilities / Revenue

51st percentile

0.09x

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

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

Net Margin

27th percentile

-5.3%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

94th percentile

$281,004

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 44.4% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

$2,516,760

No earlier filing loaded for comparison.

Net Assets

$2,458,696

No earlier filing loaded for comparison.

Liabilities

$58,064

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin27th percentile

Revenue

$632,374

No earlier filing loaded for comparison.

Expenses

$665,600

No earlier filing loaded for comparison.

Net Income

-$33,226

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,516,760Liabilities 2019: $58,064Net Assets 2019: $2,458,6962019Assets 2020: $2,460,363Liabilities 2020: $51,488Net Assets 2020: $2,408,8752020Assets 2021: $2,621,525Liabilities 2021: $71,791Net Assets 2021: $2,549,7342021Assets 2022: $2,439,200Liabilities 2022: $80,441Net Assets 2022: $2,358,7592022Assets 2023: $2,544,342Liabilities 2023: $256,903Net Assets 2023: $2,287,4392023Assets 2024: $2,645,632Liabilities 2024: $363,207Net Assets 2024: $2,282,4252024

Highlighted filing

2019

Assets$2,516,760
Liabilities$58,064
Net Assets$2,458,696
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $632,374Expenses 2019: $665,600Net Income 2019: -$33,2262019Revenue 2020: $600,933Expenses 2020: $650,754Net Income 2020: -$49,8212020Revenue 2021: $798,917Expenses 2021: $658,058Net Income 2021: $140,8592021Revenue 2022: $471,851Expenses 2022: $662,826Net Income 2022: -$190,9752022Revenue 2023: $651,317Expenses 2023: $722,637Net Income 2023: -$71,3202023Revenue 2024: $634,232Expenses 2024: $639,246Net Income 2024: -$5,0142024

Highlighted filing

2019

Revenue$632,374
Expenses$665,600
Net Income-$33,226
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.1
Gross Receipts
$632,374
Mission and Program Overview

Mission

Providing informational and trustee services for individuals with disabilities

Providing informational and trustee services for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,215,496$1,421,103▲ $205,607
Savings and Temporary Cash Investments$709,095$726,180▲ $17,085
Cash and Non-Interest-Bearing Accounts$548,152$329,172▼ $218,980
Other Notes and Loans Receivable, Net$26,610$20,183▼ $6,427
Prepaid Expenses and Deferred Charges$20,441$20,122▼ $319
Total Assets$2,519,794$2,516,760▼ $3,034
Liabilities
Accounts Payable and Accrued Expenses$27,872$58,064▲ $30,192
Total Liabilities$27,872$58,064▲ $30,192
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,491,922$2,458,696▼ $33,226
Total Net Assets Fund Balance$2,491,922$2,458,696▼ $33,226
Total Liabilities and Net Assets / Fund Balance$2,519,794$2,516,760▼ $3,034

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,421,103--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Howard S Berk--$281,004$56,000$337,004
Howard S BerkPresident & Ex DirectFT$281,004-$281,004

Board Members and Trustees

NameTitle
Janna DuttonBoard Member
Steven PerlisBoard Member
Ivan B BerkSecretary
Kerry R PeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,178
Program Service Revenue
$447,779
Investment Income
$55,501
Other Revenue
$99,916
All Other Contributions
$29,178
Change in Net Assets
$-33,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$632,374
Total Revenue per Audited Statements
$632,374
Total Revenue per Form 990
$632,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$389,709
Other Expenses$252,412
Grants and Similar Amounts Paid$23,479
Total Fundraising Expense$14,050
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$238,854$28,100$14,050$281,004
All Other Expenses$126,685$26,128$0$152,813
Pension Plan Contributions$0$63,613$0$63,613
Other Salaries and Wages$30,449$0$0$30,449
Fees for Services Legal$0$27,034$0$27,034
Occupancy$21,600$2,400$0$24,000
Grants to Domestic Orgs$23,479--$23,479
Fees for Services Accounting$15,379$6,591$0$21,970
Payroll Taxes$13,179$1,464$0$14,643
Fees for Service Investment Mgmnt Fees$0$8,160$0$8,160
Information Technology$7,280$809$0$8,089
Conferences and Meetings$5,107$0$0$5,107
Office Expenses$2,750$306$0$3,056
Travel$1,965$218$0$2,183
Total Functional Expenses$486,727$164,823$14,050$665,600

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$665,600
Total Expenses per Audited Statements$665,600
Total Expenses per Form 990$665,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chicago Volunteer Legal SvsChicago, IL501(c)(3)Legal Svs for Needy$15,000
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Illinois Disability Associaton
EIN
36-4249486
Phone
3123324622
Address
120 S LA SALLE STREET, CHICAGO, IL 60603

Signing Officer

Name
Howard S Berk
Title
Executive Director
Phone
3123324622
Signed
2020-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard S Berk
Formed
1998
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
0

Preparer

Firm
RPF Chicago LLC
Address
5419 N Sheridan Rd 113, Chicago, IL 60640
Preparer
Rosemarie Potesta
Phone
7739440664
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“The father of the executive director is a board member”

Pt VI, Line 8B

“Compensation of the executive director is a lilne item in the budget and was discussed by the board without the presence of the executive director. The budget was approved by the board and documented in the minutes.”

Pt VI, Line 11B

“Copies of the tax returns were e-mailed to the officers for review.”

Pt VI, Line 15A

“For the executive director's salary the board has previously involved outside consultants to review and substantiate his salary.”

Pt VI, Line 15B

“The executive director and the administrative assistant are the only employees and are paid through payroll.”

Form 990, Part IX, Line 24E

“Court filing fees 7959. 7163. 796. 0.”

Form 990, Part IX, Line 24E

“Consulting svs 1218. 609. 609. 0.”

Form 990, Part IX, Line 24E

“Continuing education 826. 743. 83. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 13277. 0. 13277. 0.”

Form 990, Part IX, Line 24E

“Dues & subscripions 1542. 1234. 308. 0.”

Form 990, Part IX, Line 24E

“Foreign taxes 271. 0. 271. 0.”

Form 990, Part IX, Line 24E

“Insurance 28786. 23029. 5757. 0.”

Form 990, Part IX, Line 24E

“Insurance - group 38660. 34794. 3866. 0.”

Form 990, Part IX, Line 24E

“Licenses & permits 125. 113. 12. 0.”

Form 990, Part IX, Line 24E

“Outside services 48661. 48661. 0. 0.”

Form 990, Part IX, Line 24E

“Payroll service fee 1897. 1707. 190. 0.”

Form 990, Part IX, Line 24E

“Telephone 3553. 3198. 355. 0.”

Form 990, Part IX, Line 24E

“Web page design 6038. 5434. 604. 0.”

Raw XML AppendixShowing 400 of 465 raw XML fields

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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0476957
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/ExpensesSubtotalAmt0665600
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01421103
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Wealth Management Portfolio
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt0632374
IRS990ScheduleD/TotalBookValueSecuritiesAmt01421103
IRS990ScheduleD/TotalExpensesPerForm990Amt0665600
IRS990ScheduleD/TotalRevenuePerForm990Amt0632374
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHICAGO VOLUNTEER LEGAL SVS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FATHER OF THE EXECUTIVE DIRECTOR IS A BOARD MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION OF THE EXECUTIVE DIRECTOR IS A LILNE ITEM IN THE BUDGET AND WAS DISCUSSED BY THE BOARD WITHOUT THE PRESENCE OF THE EXECUTIVE DIRECTOR. THE BUDGET WAS APPROVED BY THE BOARD AND DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE TAX RETURNS WERE E-MAILED TO THE OFFICERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOR THE EXECUTIVE DIRECTOR'S SALARY THE BOARD HAS PREVIOUSLY INVOLVED OUTSIDE CONSULTANTS TO REVIEW AND SUBSTANTIATE HIS SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR AND THE ADMINISTRATIVE ASSISTANT ARE THE ONLY EMPLOYEES AND ARE PAID THROUGH PAYROLL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COURT FILING FEES 7959. 7163. 796. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING SVS 1218. 609. 609. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTINUING EDUCATION 826. 743. 83. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS 13277. 0. 13277. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES & SUBSCRIPIONS 1542. 1234. 308. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FOREIGN TAXES 271. 0. 271. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INSURANCE 28786. 23029. 5757. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12INSURANCE - GROUP 38660. 34794. 3866. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LICENSES & PERMITS 125. 113. 12. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OUTSIDE SERVICES 48661. 48661. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PAYROLL SERVICE FEE 1897. 1707. 190. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TELEPHONE 3553. 3198. 355. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17WEB PAGE DESIGN 6038. 5434. 604. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0164823
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0486727
IRS990/TotalFunctionalExpensesGrp/TotalAmt0665600
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027872
IRS990/TotalLiabilitiesEOYAmt058064

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,516,760
Liabilities
$58,064
Net assets
$2,458,696
Revenue
$632,374
Expenses
$665,600
Net income
-$33,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.36$2.28$0.63$0.64$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.26$2.29$0.65$0.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.08$2.36$0.47$0.66$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.07$2.55$0.80$0.66$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.05$2.41$0.60$0.65$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.06$2.46$0.63$0.67$0.03