Civic Intelligence

Metec

990 • Fiscal year 2018 • EIN 37-1410246

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

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

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$201,420

Up $33,561 (+20%) from 2017

Net Assets

Up

$186,849

Up $40,025 (+27%) from 2017

Liabilities

Down

$14,571

Down $6,464 (-31%) from 2017

Revenue

Up

$344,736

Up $63,657 (+23%) from 2017

Expenses

Up

$319,111

Up $60,373 (+23%) from 2017

Net Income

Up

$25,625

Up $3,284 (+15%) from 2017

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

2018

Assets$201,420
Liabilities$14,571
Net Assets$186,849

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

2018

Revenue$344,736
Expenses$319,111
Net Income$25,625
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$344,736
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$48,704$89,015▲ $40,311
Land, Buildings, and Equipment, Net$34,755$53,443▲ $18,688
Cash and Non-Interest-Bearing Accounts$83,945$32,482▼ $51,463
Savings and Temporary Cash Investments-$25,089-
Prepaid Expenses and Deferred Charges$455$1,391▲ $936
Total Assets$167,859$201,420▲ $33,561
Liabilities
Accounts Payable and Accrued Expenses$15,719$14,571▼ $1,148
Unsecured Notes Loans Payable$5,316--
Total Liabilities$21,035$14,571▼ $6,464
Net Assets / Fund Balance
Unrestricted Net Assets$146,824$186,849▲ $40,025
Total Net Assets Fund Balance$146,824$186,849▲ $40,025
Total Liabilities and Net Assets / Fund Balance$167,859$201,420▲ $33,561

Asset Categories

AssetBook ValueDepreciationBasis
Land$0--
Equipment$27,750$20,426-
Leasehold Improvements$25,693$8,809-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie Hudelson SchmidgallExecutive DirectorFT$47,500$47,500

Board Members and Trustees

NameTitle
Michelle WilliamsPresident
Leslie VallarVice President
Cesar VargasDirector
Robert KaiserDirector
Sundra HarrisDirector
Teri ShepherdDirector
Alphonso LyonsSecretary
Bruce AdlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,791
Program Service Revenue
$338,945
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,791
Change in Net Assets
$25,625

Audited Revenue Reconciliation

Revenue per Audited Statements
$344,736
Revenue Not Reported on Form 990
$14,400
Total Revenue per Audited Statements
$359,136
Total Revenue per Form 990
$344,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,391
Other Expenses$129,720
Total Fundraising Expense$30,507
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,963$18,602$459$128,024
Current Officers, Directors, Trustees, and Key Employees$9,134$19,183$19,183$47,500
Occupancy$31,395$826$826$33,047
Office Expenses$20,675$544$544$21,763
Travel$20,409$537$537$21,483
Payroll Taxes$9,055$3,166$1,646$13,867
Fees for Services Accounting$0$12,160$0$12,160
Advertising$0$5,284$5,284$10,568
Depreciation Depletion$9,332$246$245$9,823
Other Expenses$3,585$956$96$4,637
Fees for Services Management$0$1,693$0$1,693
Fees for Services Legal$0$1,160$0$1,160
Total Functional Expenses$224,247$64,357$30,507$319,111

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$319,111
Total Expenses per Audited Statements$319,111
Total Expenses per Form 990$319,111
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
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
2019-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Williams
Formed
2001
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
30

Preparer

Firm
Koch Consultants Ltd
Address
11770 MILLER RD, TREMONT, IL 61568
Preparer
Nathan D Koch
Phone
3092673796
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The return is available to the board 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

Financial Statement Notes

Pt X, Line 2

Metec is organized as a charitable organization as defined in internal revenue code section 501c3 and is therefore exempt from the payment of income taxes except on unrelated business income (if any). Management has reviewed tax positions taken and believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on metec's financial condition, results of operations, or cash flows. Accordingly, metec has not recorded any reserves for uncertain tax positions at december 31, 2018. Metec is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Metec believes it is no longer subject to income tax examinations for tax years ending prior to december 31, 2015.

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0338945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025089
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0123951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0338945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0232030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0161197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0356501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0313513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01402186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01524937
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01200
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0344736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0266679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0184754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0393805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0336163
IRS990ScheduleA/Total509Grp/TotalAmt01526137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01526137
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IRS990ScheduleD/DonatedServicesAndUseFcltsAmt014400
IRS990ScheduleD/EquipmentGrp/BookValueAmt027750
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020426
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt048176
IRS990ScheduleD/ExpensesSubtotalAmt0319111
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025693
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08809
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt034502
IRS990ScheduleD/RevenueNotReportedAmt014400
IRS990ScheduleD/RevenueSubtotalAmt0344736
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0METEC IS ORGANIZED AS A CHARITABLE ORGANIZATION AS DEFINED IN INTERNAL REVENUE CODE SECTION 501C3 AND IS THEREFORE EXEMPT FROM THE PAYMENT OF INCOME TAXES EXCEPT ON UNRELATED BUSINESS INCOME (IF ANY). MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN AND BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON METEC'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, METEC HAS NOT RECORDED ANY RESERVES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2018. METEC IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. METEC BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS ENDING PRIOR TO DECEMBER 31, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053443
IRS990ScheduleD/TotalExpensesPerForm990Amt0319111
IRS990ScheduleD/TotalRevenuePerForm990Amt0344736
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0359136
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0319111
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS AVAILABLE TO THE BOARD 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
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0167859
IRS990/TotalAssetsEOYAmt0201420
IRS990/TotalAssetsGrp/BOYAmt0167859
IRS990/TotalAssetsGrp/EOYAmt0201420
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05791
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030507
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064357
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0224247
IRS990/TotalFunctionalExpensesGrp/TotalAmt0319111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021035
IRS990/TotalLiabilitiesEOYAmt014571
IRS990/TotalLiabilitiesGrp/BOYAmt021035
IRS990/TotalLiabilitiesGrp/EOYAmt014571
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0186849
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0224247
IRS990/TotalProgramServiceRevenueAmt0338945
IRS990/TotalReportableCompFromOrgAmt047500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0338945
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0344736
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0167859
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0201420
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0537
IRS990/TravelGrp/ManagementAndGeneralAmt0537
IRS990/TravelGrp/ProgramServicesAmt020409
IRS990/TravelGrp/TotalAmt021483
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0146824
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0186849
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt05316
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02605 W KRAUSE ST
IRS990/USAddress/CityNm0PEORIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061605
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0METECHRC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03096763832
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04

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