Civic Intelligence

Financial Information & Service Center Inc

990 • Fiscal year 2013 • EIN 39-1496649

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization ProfileWWW.FISC-CCCS.ORG

View Organization Page

1800 Appleton RoadMenasha, WI 54952

(920) 731-6601

Siviq Scores

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

Liabilities / Assets

61st percentile

0.12x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.04x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

24th percentile

-7.2%

Higher net margin than 24% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

99th percentile

$407,990

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 42.8% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

16th percentile

-9.9%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$295,871

Down $32,426 (-9.9%) from 2012

Net Assets

Down

$259,712

Down $68,585 (-21%) from 2012

Liabilities

Up

$36,159

Up $36,159 from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin24th percentile

Revenue

$952,860

No earlier filing loaded for comparison.

Expenses

Up

$1,021,445

Up $78,887 (+8.4%) from 2012

Net Income

-$68,585

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$400K$300K$200K$100K$0Assets 2010: $376,947Liabilities 2010: $3,070Net Assets 2010: $373,8772010Assets 2011: $337,543Liabilities 2011: $0Net Assets 2011: $337,5432011Assets 2012: $328,297Liabilities 2012: $0Net Assets 2012: $328,2972012Assets 2013: $295,871Liabilities 2013: $36,159Net Assets 2013: $259,7122013Assets 2014: $282,145Liabilities 2014: $25,115Net Assets 2014: $257,0302014Assets 2015: $289,519Liabilities 2015: $16,784Net Assets 2015: $272,7352015Assets 2016: $279,505Liabilities 2016: $75,247Net Assets 2016: $204,2582016Assets 2017: $284,805Liabilities 2017: $16,376Net Assets 2017: $268,4292017Assets 2018: $266,272Liabilities 2018: $51,076Net Assets 2018: $215,1962018Assets 2019: $257,313Liabilities 2019: $52,635Net Assets 2019: $204,6782019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$295,871
Liabilities$36,159
Net Assets$259,712
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $788,2712010Expenses 2011: $874,5752011Expenses 2012: $942,5582012Revenue 2013: $952,860Expenses 2013: $1,021,445Net Income 2013: -$68,5852013Revenue 2014: $1,036,113Expenses 2014: $1,038,795Net Income 2014: -$2,6822014Revenue 2015: $1,017,077Expenses 2015: $1,001,372Net Income 2015: $15,7052015Revenue 2016: $928,253Expenses 2016: $996,730Net Income 2016: -$68,4772016Revenue 2017: $1,043,245Expenses 2017: $979,074Net Income 2017: $64,1712017Revenue 2018: $789,863Expenses 2018: $843,096Net Income 2018: -$53,2332018Revenue 2019: $629,909Expenses 2019: $640,427Net Income 2019: -$10,5182019Revenue 2020: $401,279Expenses 2020: $370,961Net Income 2020: $30,3182020

Highlighted filing

2013

Revenue$952,860
Expenses$1,021,445
Net Income-$68,585
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Gross Receipts
$952,860
Mission and Program Overview

Mission

To help families and individuals improve the quality of their lives through the teaching and application of sound financial principles.

TO HELP FAMILIES AND INDIVIDUALS improve their money management skills through educational workshops, financial, budget and credit counseling, and debt management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$201,627$193,332▼ $8,295
Land, Buildings, and Equipment, Net$81,640$77,479▼ $4,161
Cash and Non-Interest-Bearing Accounts$25,060$25,060→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$328,297$295,871▼ $32,426
Other Assets Total$19,970$0▼ $19,970
Liabilities
Other Liabilities-$36,159-
Total Liabilities$0$36,159▲ $36,159
Net Assets / Fund Balance
Temporarily Rstr Net Assets$258,231$259,712▲ $1,481
Unrestricted Net Assets$70,066--
Total Net Assets Fund Balance$328,297$259,712▼ $68,585
Total Liabilities and Net Assets / Fund Balance$328,297$295,871▼ $32,426

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$45,259$75,147$120,406
Buildings$32,220$24,902$57,122
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
I Gregg CurryChairman
Robert PedersenPresident & CEO
Linda KennedyVice Chair
Gary LichtenbergDirector
Kim Bassett-heitzmannDirector
Richard DetienneDirector
Terry TimmDirector
Vicki UpdikeDirector
Thomas WiltziusSecretary
Jacqueline DrawsSenior VP-ops
David HackneyTreasurer
Keith WilkVP - Programs & Services
Revenue and Support

Revenue Composition

Contributions and Grants
$611,133
Program Service Revenue
$340,346
Investment Income
$0
Other Revenue
$1,381
All Other Contributions
$479,454
Change in Net Assets
$-68,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$861,021
Other Expenses$160,424
Total Fundraising Expense$11,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$558,533$79,361$8,818$646,712
Other Employee Benefits$117,488$16,682$1,854$136,024
Payroll Taxes$42,728$6,071$675$49,474
Fees for Services Other$26,184$5,164-$31,348
Pension Plan Contributions$24,883$3,492$436$28,811
All Other Expenses$19,574$2,739-$22,313
Depreciation Depletion$17,140$2,979-$20,119
Advertising$12,400$2,121-$14,521
Travel$10,134$1,727-$11,861
Insurance$9,030$1,343-$10,373
Other Expenses$7,056$413-$7,469
Fees for Services Accounting$6,636--$6,636
Conferences and Meetings$2,816$493-$3,309
Total Functional Expenses$882,723$126,939$11,783$1,021,445
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
Due to Goodill Ind of Ncw Inc.$36,159
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Board members shall be eligible to serve four-year terms without limitation of the number of terms.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 was provided to all board members. The audit committee reviewed the form 990 and recommended to all board members to accept the 990 return.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The ceo and senior vice-president are employees of the related organization goodwill industries of north central wisconsin, inc. (gwincw) fein 39-1144913. All compensation and benefits are paid by gwincw. Gwincw's compensation review & approval process includes hiring an independent firm every three years to do a complete review of executive compensation including gathering comparable data. The information is provided to the excutive compensation committee made up of members of the board of directors who review and make recommendations based on the data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Audited financial statements are available on website. Form 990 along with consolidated financial statements are disclosed on related entity's website (goodwill industries of north central wis, inc.).”

Filing and Contact Details

Filer

EIN
39-1496649
Phone
9207316601

Signing Officer

Name
Billie Jo Higgins
Title
VP- Finance
Signed
2014-08-12

Organization Details

Formed
1985
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
2
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization provides debt repayment plans for clients with creditor issues.”

Part X : FIN48 Footnote

“The Organization is required to assess whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The Organization has determined there are no amounts to record as assets or liabilities related to uncertain tax positions. PARTS XI AND XIIFINANCIAL INFORMATION & SERVICES CENTER DOES NOT RECEIVE AN AUDIT. THE AUDIT THAT IS RECEIVED IS A CONSOLIDATED AUDIT FOR FINANCIAL INFORMATION & SERVICES CENTER AND MONEY MANAGEMENT EDUCATION ASSOCIATES.”

Raw XML AppendixShowing 400 of 587 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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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0117488
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0136024
IRS990/OtherExpensesGrp/Desc0DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11370
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3413
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0675
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06071
IRS990/PayrollTaxesGrp/ProgramServicesAmt042728
IRS990/PayrollTaxesGrp/TotalAmt049474
IRS990/PensionPlanContributionsGrp/FundraisingAmt0436
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03492
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt024883
IRS990/PensionPlanContributionsGrp/TotalAmt028811
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0201627
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1FAIR SHARE FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1169366
IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL INFORMATION & SERVICE CENTER ASSISTS PEOPLE WITH DEBT MANAGEMENT INCLUDING WORKING WITH CONSUMER CREDITORS. IN 2013, 467 INDIVIDUALS WERE SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0122478
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0271848
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt073221
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt08763
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0534956
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0184976
IRS990/PYOtherRevenueAmt09135
IRS990/PYProgramServiceRevenueAmt0389221
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IRS990/PYSalariesCompEmpBnftPaidAmt0757582
IRS990/PYTotalExpensesAmt0942558
IRS990/PYTotalRevenueAmt0933312
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-68585
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/RelatedOrganizationsAmt0127479
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0458801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0399446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0375712
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.70820
IRS990ScheduleA/PublicSupportTotal170Amt01978412
IRS990ScheduleA/SubstantialContributorsTotAmt0401636
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0534956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0458801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0399446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0375712
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02380048
IRS990ScheduleA/TotalSupportAmt02380048
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AdditionsDuringYearAmt03031575
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt032220
IRS990ScheduleD/BuildingsGrp/DepreciationAmt024902
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt057122
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,871
Liabilities
$36,159
Net assets
$259,712
Revenue
$952,860
Expenses
$1,021,445
Net income
-$68,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.40$0.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.20$0.63$0.64$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.05$0.22$0.79$0.84$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.02$0.27$1.04$0.98$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.08$0.20$0.93$1.00$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.27$1.02$1.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.03$0.26$1.04$1.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.04$0.26$0.95$1.02$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.37$0.79
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits