Civic Intelligence

Metec

990 • Fiscal year 2016 • EIN 37-1410246

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 06, 2018

2605 W Krause StPeoria, IL 61605

(309) 676-3832

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

89th percentile

$38,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

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

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Down

$147,644

Down $51,686 (-26%) from 2015

Net Assets

Down

$124,483

Down $31,317 (-20%) from 2015

Liabilities

Down

$23,161

Down $20,369 (-47%) from 2015

Revenue

Down

$199,154

Down $209,051 (-51%) from 2015

Expenses

Down

$230,471

Down $94,189 (-29%) from 2015

Net Income

Down

-$31,317

Down $114,862 (-137%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $60,703Liabilities 2011: $7,898Net Assets 2011: $52,8052011Assets 2012: $71,760Liabilities 2012: $20,901Net Assets 2012: $50,8592012Assets 2013: $119,003Liabilities 2013: $26,038Net Assets 2013: $92,9652013Assets 2014: $166,710Liabilities 2014: $94,454Net Assets 2014: $72,2562014Assets 2015: $199,330Liabilities 2015: $43,530Net Assets 2015: $155,8002015Assets 2016: $147,644Liabilities 2016: $23,161Net Assets 2016: $124,4832016Assets 2017: $167,859Liabilities 2017: $21,035Net Assets 2017: $146,8242017Assets 2018: $201,420Liabilities 2018: $14,571Net Assets 2018: $186,8492018Assets 2021: $678,118Liabilities 2021: $476,234Net Assets 2021: $201,8842021Assets 2022: $900,430Liabilities 2022: $613,016Net Assets 2022: $287,4142022Assets 2024: $404,725Liabilities 2024: $145,933Net Assets 2024: $258,7922024

Highlighted filing

2016

Assets$147,644
Liabilities$23,161
Net Assets$124,483

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $110,813Expenses 2011: $79,567Net Income 2011: $31,2462011Revenue 2012: $181,074Expenses 2012: $132,375Net Income 2012: $48,6992012Revenue 2013: $256,525Expenses 2013: $214,419Net Income 2013: $42,1062013Revenue 2014: $350,563Expenses 2014: $371,272Net Income 2014: -$20,7092014Revenue 2015: $408,205Expenses 2015: $324,660Net Income 2015: $83,5452015Revenue 2016: $199,154Expenses 2016: $230,471Net Income 2016: -$31,3172016Revenue 2017: $281,079Expenses 2017: $258,738Net Income 2017: $22,3412017Revenue 2018: $344,736Expenses 2018: $319,111Net Income 2018: $25,6252018Revenue 2021: $287,823Expenses 2021: $309,097Net Income 2021: -$21,2742021Revenue 2022: $673,976Expenses 2022: $588,446Net Income 2022: $85,5302022Revenue 2024: $929,359Expenses 2024: $1,096,132Net Income 2024: -$166,7732024

Highlighted filing

2016

Revenue$199,154
Expenses$230,471
Net Income-$31,317
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 6, 2018
Return Version
2016v3.0
Gross Receipts
$199,154
Mission and Program Overview

Mission

Metec's mission is empowering individuals to improve their financial well-being through housing counseling, credit counseling, home ownership, and employment.

Metec's mission is empowering individuals to improve their financial well-being through housing counseling, credit counseling,home ownership,employment, and free tax preparation

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,738$101,997▲ $44,259
Pledges and Grants Receivable$122,236$23,599▼ $98,637
Land, Buildings, and Equipment, Net$13,802$16,936▲ $3,134
Other Notes and Loans Receivable, Net-$4,680-
Prepaid Expenses and Deferred Charges$5,554$432▼ $5,122
Total Assets$199,330$147,644▼ $51,686
Liabilities
Unsecured Notes Loans Payable$17,754$12,667▼ $5,087
Other Liabilities$5,367$7,103▲ $1,736
Accounts Payable and Accrued Expenses$20,409$3,391▼ $17,018
Total Liabilities$43,530$23,161▼ $20,369
Net Assets / Fund Balance
Unrestricted Net Assets$155,800$124,483▼ $31,317
Total Net Assets Fund Balance$155,800$124,483▼ $31,317
Total Liabilities and Net Assets / Fund Balance$199,330$147,644▼ $51,686

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,703$13,855-
Leasehold Improvements$13,233$3,531-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cheryll BoswellExecutive DirectorFT$38,500$38,500
Julie Hudelson SchmidgallExecutive DirectorFT$5,663$5,663

Board Members and Trustees

NameTitle
Michelle WilliamsPresident
Leslie VallarVice President
Erec MontgomeryDirector
Janda CarterDirector
Nick DemossDirector
Robert KaiserDirector
Saundra ThomasDirector
Teri ShepherdDirector
Alphonso LyonsSecretary
Bruce AddlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,772
Program Service Revenue
$40,382
Investment Income
$0
Other Revenue
$0
All Other Contributions
$37,957
Change in Net Assets
$-31,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$199,154
Total Revenue per Audited Statements
$199,154
Total Revenue per Form 990
$199,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,914
Other Expenses$77,207
Total Fundraising Expense$29,279
Grants and Similar Amounts Paid$1,350
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$59,199$22,617$12,360$94,176
Current Officers, Directors, Trustees, and Key Employees$28,910$11,044$6,036$45,990
Occupancy$19,243$506$506$20,255
Fees for Services Accounting$0$13,805$0$13,805
Payroll Taxes$7,385$2,821$1,542$11,748
Office Expenses$9,411$1,134$248$10,793
Travel$7,123$185$184$7,492
Depreciation Depletion$3,594$94$95$3,783
Advertising$0$0$3,309$3,309
Other Expenses$2,292$354$61$2,707
Interest$0$1,939$0$1,939
Grants to Domestic Individuals$1,350--$1,350
Fees for Services Legal$0$873$0$873
Fees for Services Other$0$860$0$860
Total Functional Expenses$144,960$56,232$29,279$230,471

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$230,471
Total Expenses per Audited Statements$230,471
Total Expenses per Form 990$230,471
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$3,799
Accrued Payroll Liabilities$2,886
Deferred Contract Revenue$418
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Metec
EIN
37-1410246
Phone
3096763832
Address
2605 W KRAUSE ST, PEORIA, IL 61605

Signing Officer

Name
Michelle Williams
Title
President
Phone
3096763832
Signed
2018-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Williams
Formed
2001
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
30

Preparer

Firm
Terry C Beintema CPA
Address
416 MAIN ST STE 1302, PEORIA, IL 61602-1133
Preparer
Terry C Beintema
Phone
3094959080
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The return is provided to the board for review prior to signature and filing

Pt VI, Line 15A

The board is responsible for all compensation, hiring and personnel matters.

Pt VI, Line 15B

The board is responsible for all compensation, hiring and personnel matters.

Pt VI, Line 19

The organization makes its policies available to the general public upon request.

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IRS990/PayrollTaxesGrp/TotalAmt011748
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0122236
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt023599
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05554
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0432
IRS990/PrincipalOfficerNm0MICHELLE WILLIAMS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561499
IRS990/ProgramServiceRevenueGrp/BusinessCd1561499
IRS990/ProgramServiceRevenueGrp/Desc0DEVELOPMENT FEES-MORTON SENIOR
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113082
IRS990/ProgSrvcAccomActy2Grp/Desc0OUR VITA CENTER PREPARED MORE THAN 800 TAX RETURNS
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0352588
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0164580
IRS990/PYProgramServiceRevenueAmt055617
IRS990/PYRevenuesLessExpensesAmt083545
IRS990/PYSalariesCompEmpBnftPaidAmt0160080
IRS990/PYTotalExpensesAmt0324660
IRS990/PYTotalRevenueAmt0408205
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-31317
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt031382
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: OTHER REVENUE 2013: 14400.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0352588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0330152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0252216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0177076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01270804
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0120719
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014400
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014400
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98880
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.92430
IRS990ScheduleA/PublicSupportTotal170Amt01270804
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0352588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0330152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0252216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0177076
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01270804
IRS990ScheduleA/TotalSupportAmt01285204
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03703
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013855
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt017558
IRS990ScheduleD/ExpensesSubtotalAmt0230471
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt013233
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03531
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt016764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03799
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED CONTRACT REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt0199154
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016936
IRS990ScheduleD/TotalExpensesPerForm990Amt0230471
IRS990ScheduleD/TotalLiabilityAmt07103
IRS990ScheduleD/TotalRevenuePerForm990Amt0199154
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0199154
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0230471
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO SIGNATURE AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS RESPONSIBLE FOR ALL COMPENSATION, HIRING AND PERSONNEL MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD IS RESPONSIBLE FOR ALL COMPENSATION, HIRING AND PERSONNEL MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS POLICIES AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0199330
IRS990/TotalAssetsEOYAmt0147644
IRS990/TotalAssetsGrp/BOYAmt0199330
IRS990/TotalAssetsGrp/EOYAmt0147644
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0158772
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt029279
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056232
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0144960
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230471
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043530
IRS990/TotalLiabilitiesEOYAmt023161
IRS990/TotalLiabilitiesGrp/BOYAmt043530
IRS990/TotalLiabilitiesGrp/EOYAmt023161
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124483
IRS990/TotalProgramServiceExpensesAmt0144960
IRS990/TotalProgramServiceRevenueAmt040382
IRS990/TotalReportableCompFromOrgAmt044163
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040382
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199154
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0199330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0147644

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