Civic Intelligence

Advanced Employment Inc.

990 • Fiscal year 2015 • EIN 39-1729438

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 07, 2016

6515 Watts RoadMadison, WI 53719

(608) 833-7170

Siviq Scores

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

Liabilities / Assets

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

48th percentile

1.9%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$95,494

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

88th percentile

37%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$160,005

Up $43,077 (+37%) from 2014

Net Assets

Up

$130,984

Up $44,698 (+52%) from 2014

Liabilities

Down

$29,021

Down $1,621 (-5.3%) from 2014

Revenue

Up

$2,306,933

Up $226,871 (+11%) from 2014

Expenses

Up

$2,262,235

Up $188,856 (+9.1%) from 2014

Net Income

Up

$44,698

Up $38,015 (+569%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $142,635Liabilities 2011: $68,315Net Assets 2011: $74,3202011Assets 2012: $156,336Liabilities 2012: $72,181Net Assets 2012: $84,1552012Assets 2013: $156,445Liabilities 2013: $76,842Net Assets 2013: $79,6032013Assets 2014: $116,928Liabilities 2014: $30,642Net Assets 2014: $86,2862014Assets 2015: $160,005Liabilities 2015: $29,021Net Assets 2015: $130,9842015Assets 2016: $251,554Liabilities 2016: $46,719Net Assets 2016: $204,8352016Assets 2017: $336,043Liabilities 2017: $54,136Net Assets 2017: $281,9072017Assets 2018: $935,273Liabilities 2018: $62,683Net Assets 2018: $872,5902018Assets 2019: $1,119,209Liabilities 2019: $93,883Net Assets 2019: $1,025,3262019Assets 2020: $1,558,841Liabilities 2020: $199,601Net Assets 2020: $1,359,2402020Assets 2021: $3,926,054Liabilities 2021: $2,198,757Net Assets 2021: $1,727,2972021Assets 2022: $4,046,526Liabilities 2022: $1,998,332Net Assets 2022: $2,048,1942022Assets 2023: $5,081,252Liabilities 2023: $1,698,250Net Assets 2023: $3,383,0022023Assets 2024: $5,308,388Liabilities 2024: $1,722,545Net Assets 2024: $3,585,8432024

Highlighted filing

2015

Assets$160,005
Liabilities$29,021
Net Assets$130,984

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,812,598Expenses 2011: $1,824,492Net Income 2011: -$11,8942011Revenue 2012: $1,870,703Expenses 2012: $1,860,868Net Income 2012: $9,8352012Revenue 2013: $1,979,365Expenses 2013: $1,983,917Net Income 2013: -$4,5522013Revenue 2014: $2,080,062Expenses 2014: $2,073,379Net Income 2014: $6,6832014Revenue 2015: $2,306,933Expenses 2015: $2,262,235Net Income 2015: $44,6982015Revenue 2016: $2,476,554Expenses 2016: $2,402,703Net Income 2016: $73,8512016Revenue 2017: $2,737,469Expenses 2017: $2,660,397Net Income 2017: $77,0722017Revenue 2018: $3,616,581Expenses 2018: $3,025,898Net Income 2018: $590,6832018Revenue 2019: $3,898,600Expenses 2019: $3,745,864Net Income 2019: $152,7362019Revenue 2020: $3,886,423Expenses 2020: $3,552,509Net Income 2020: $333,9142020Revenue 2021: $3,914,238Expenses 2021: $3,546,181Net Income 2021: $368,0572021Revenue 2022: $4,484,533Expenses 2022: $4,163,636Net Income 2022: $320,8972022Revenue 2023: $6,462,580Expenses 2023: $5,127,772Net Income 2023: $1,334,8082023Revenue 2024: $5,484,871Expenses 2024: $5,281,988Net Income 2024: $202,8832024

Highlighted filing

2015

Revenue$2,306,933
Expenses$2,262,235
Net Income$44,698
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 7, 2016
Return Version
2015v2.0
Gross Receipts
$2,306,933
Mission and Program Overview

Mission

Provide community based vocational services to adults with a wide range of disabilities and assist with community job placement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$41,203$72,183▲ $30,980
Accounts Receivable$37,746$42,053▲ $4,307
Prepaid Expenses and Deferred Charges$14,231$24,617▲ $10,386
Land, Buildings, and Equipment, Net$13,621$13,080▼ $541
Other Notes and Loans Receivable, Net$10,127$8,072▼ $2,055
Cash and Non-Interest-Bearing Accounts-$0-
Pledges and Grants Receivable-$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-
Total Assets$116,928$160,005▲ $43,077
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$23,281$27,882▲ $4,601
Other Liabilities$7,361$1,139▼ $6,222
Total Liabilities$30,642$29,021▼ $1,621
Net Assets / Fund Balance
Unrestricted Net Assets$86,286$130,984▲ $44,698
Total Net Assets Fund Balance$86,286$130,984▲ $44,698
Total Liabilities and Net Assets / Fund Balance$116,928$160,005▲ $43,077

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,080$48,716$61,796
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine MW WittExecutive DirectorFT$74,846$20,648$95,494

Board Members and Trustees

NameTitle
David GeierPresident
Steve TenpasMember
Susan CrowleySecretary
Tony LarsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,306,917
Program Service Revenue
$0
Investment Income
$16
Other Revenue
$0
All Other Contributions
$14,018
Change in Net Assets
$44,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,306,933
Total Revenue per Audited Statements
$2,306,933
Total Revenue per Form 990
$2,306,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,832,950
Other Expenses$429,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$1,519,599$217,857-$1,737,456
Travel$116,505$7,955-$124,460
Current Officers, Directors, Trustees, and Key Employees$47,747$47,747-$95,494
Occupancy$63,261$3,330-$66,591
Other Expenses$21,581$4,188-$25,769
All Other Expenses$19,300$4,156-$23,456
Insurance$9,350$-253-$9,097
Depreciation Depletion$7,221$700-$7,921
Total Functional Expenses$1,960,120$302,115$0$2,262,235

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,262,235
Total Expenses per Audited Statements$2,262,235
Total Expenses per Form 990$2,262,235
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Rose M SarbackerDaughterEmployee WagesNo$22,395
Ruth A SarbackerDaughterEmployee WagesNo$21,071
Rylie C SarbackerDaughterEmployee WagesNo$13,238

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
Capital lease obligation$1,139
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
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The Form 990 is presented to the Advanced Employment Board of Directors and signed by the President.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board is requested to disclose any conflicts as they arise. The board is also asked annually regarding any conflicts and documented in the board minutes. Employees are also requested to disclose any agency conflicts as they arise.

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

Available upon request and through website.

Filing and Contact Details

Filer

Filer Name
Advanced Employment Inc
EIN
39-1729438
Phone
6088337170
Address
6515 Watts Road, Madison, WI 53719

Signing Officer

Name
David Geier
Title
President
Signed
2016-07-07
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
121

Preparer

Firm
Porter & Sack CPAs SC
Address
6515 Watts Road Suite 200, Madison, WI 53719-2726
Preparer
Janet Hartung Renfert
Phone
6082338333
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt072183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02306917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02080049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01979363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01870699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01812598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010049626
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0116
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0150
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt010049626
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02306917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02080049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01979363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01870699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01812598
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010049626
IRS990ScheduleA/TotalSupportAmt010049776
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt013080
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048716
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061796
IRS990ScheduleD/ExpensesSubtotalAmt02262235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01139
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Capital lease obligation
IRS990ScheduleD/RevenueSubtotalAmt02306933
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013080
IRS990ScheduleD/TotalExpensesPerForm990Amt02262235
IRS990ScheduleD/TotalLiabilityAmt01139
IRS990ScheduleD/TotalRevenuePerForm990Amt02306933
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02306933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02262235
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Rose M Sarbacker
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Ruth A Sarbacker
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2Rylie C Sarbacker
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Daughter
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Daughter
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Daughter
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt022395
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt121071
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt213238
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employee Wages
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Employee Wages
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Employee Wages
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is presented to the Advanced Employment Board of Directors and signed by the President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board is requested to disclose any conflicts as they arise. The board is also asked annually regarding any conflicts and documented in the board minutes. Employees are also requested to disclose any agency conflicts as they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request and through website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0116928
IRS990/TotalAssetsEOYAmt0160005
IRS990/TotalAssetsGrp/BOYAmt0116928
IRS990/TotalAssetsGrp/EOYAmt0160005
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02306917
IRS990/TotalEmployeeCnt0121
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0302115
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01960120
IRS990/TotalFunctionalExpensesGrp/TotalAmt02262235
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030642
IRS990/TotalLiabilitiesEOYAmt029021
IRS990/TotalLiabilitiesGrp/BOYAmt030642
IRS990/TotalLiabilitiesGrp/EOYAmt029021
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt086286
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130984
IRS990/TotalOtherCompensationAmt020648
IRS990/TotalProgramServiceExpensesAmt01960120
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt074846
IRS990/TotalRevenueGrp/ExclusionAmt016
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02306933
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0116928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160005
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt07955
IRS990/TravelGrp/ProgramServicesAmt0116505
IRS990/TravelGrp/TotalAmt0124460
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt086286
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0130984
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.advemp.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Geier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Advanced Employment Inc
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0391729438
ReturnHeader/Filer/PhoneNum06088337170
ReturnHeader/Filer/USAddress/AddressLine1Txt06515 Watts Road
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter & Sack CPAs SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06515 Watts Road Suite 200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.31$1.72$3.59$5.48$5.28$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.08$1.70$3.38$6.46$5.13$1.33
2022Detailed filing. Detailed filing data is available for this year.$4.05$2.00$2.05$4.48$4.16$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.93$2.20$1.73$3.91$3.55$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.20$1.36$3.89$3.55$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.09$1.03$3.90$3.75$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.06$0.87$3.62$3.03$0.59
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.05$0.28$2.74$2.66$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.05$0.20$2.48$2.40$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$2.31$2.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.03$0.09$2.08$2.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.08$0.08$1.98$1.98$0.00
2012Summary only. Only limited summary data is available for this year.$0.16$0.07$0.08$1.87$1.86$0.01
2011Summary only. Only limited summary data is available for this year.$0.14$0.07$0.07$1.81$1.82$0.01