Civic Intelligence

Grass Roots Empowerment Project Inc

990 • Fiscal year 2015 • EIN 39-2022805

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 28, 2016

PO Box 8683Madison, WI 53708

(800) 770-0588

Siviq Scores

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

Liabilities / Assets

81st percentile

0.44x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$53,168

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$320,243

Up $52,906 (+20%) from 2014

Net Assets

Up

$178,552

Up $49,973 (+39%) from 2014

Liabilities

Up

$141,691

Up $2,933 (+2.1%) from 2014

Revenue

Up

$705,860

Up $239,157 (+51%) from 2014

Expenses

Up

$655,887

Up $179,388 (+38%) from 2014

Net Income

Up

$49,973

Up $59,769 (+610%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $236,504Liabilities 2011: $82,730Net Assets 2011: $153,7742011Assets 2012: $266,404Liabilities 2012: $93,861Net Assets 2012: $172,5432012Assets 2013: $150,072Liabilities 2013: $11,697Net Assets 2013: $138,3752013Assets 2014: $267,337Liabilities 2014: $138,758Net Assets 2014: $128,5792014Assets 2015: $320,243Liabilities 2015: $141,691Net Assets 2015: $178,5522015Assets 2016: $215,198Liabilities 2016: $21,990Net Assets 2016: $193,2082016Assets 2017: $179,063Liabilities 2017: $39,531Net Assets 2017: $139,5322017

Highlighted filing

2015

Assets$320,243
Liabilities$141,691
Net Assets$178,552

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $580,346Expenses 2011: $565,969Net Income 2011: $14,3772011Revenue 2012: $605,120Expenses 2012: $586,351Net Income 2012: $18,7692012Revenue 2013: $408,224Expenses 2013: $442,392Net Income 2013: -$34,1682013Revenue 2014: $466,703Expenses 2014: $476,499Net Income 2014: -$9,7962014Revenue 2015: $705,860Expenses 2015: $655,887Net Income 2015: $49,9732015Revenue 2016: $679,294Expenses 2016: $664,638Net Income 2016: $14,6562016Revenue 2017: $690,802Expenses 2017: $744,478Net Income 2017: -$53,6762017

Highlighted filing

2015

Revenue$705,860
Expenses$655,887
Net Income$49,973
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 28, 2016
Return Version
2015v2.0
Gross Receipts
$706,099
Mission and Program Overview

Mission

Creating opportunities for people seeking mental health, recovery, and wellness to exercise power in their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$93,365$122,571▲ $29,206
Cash and Non-Interest-Bearing Accounts$76,345$108,131▲ $31,786
Land, Buildings, and Equipment, Net-$34,765-
Savings and Temporary Cash Investments$28,148$28,163▲ $15
Accounts Receivable$58,494$13,717▼ $44,777
Prepaid Expenses and Deferred Charges$8,385$10,296▲ $1,911
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-
Total Assets$267,337$320,243▲ $52,906
Other Assets Total$2,600$2,600→ $0
Liabilities
Other Liabilities$113,417$123,942▲ $10,525
Accounts Payable and Accrued Expenses$25,341$17,749▼ $7,592
Total Liabilities$138,758$141,691▲ $2,933
Net Assets / Fund Balance
Unrestricted Net Assets$128,579$172,490▲ $43,911
Temporarily Rstr Net Assets-$6,062-
Total Net Assets Fund Balance$128,579$178,552▲ $49,973
Total Liabilities and Net Assets / Fund Balance$267,337$320,243▲ $52,906

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$34,765--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William Parke-SutherlandExecutive DirecFT$40,946$12,222$53,168
Lora OttFinancial ManagFT$38,204$6,448$44,652
Karen HerroVice President-$1,101-$1,101
Tamara FerberSecretary-$534-$534

Board Members and Trustees

NameTitle
Furman AveryBoard President
Constance DowneyBoard Member
Mary Lou BurgerBoard Member
James SabatkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$507,850
Program Service Revenue
$196,433
Investment Income
$14
Other Revenue
$1,563
All Other Contributions
$898
Change in Net Assets
$49,973

Audited Revenue Reconciliation

Revenue per Audited Statements
$705,860
Revenue Not Reported on Form 990
$2,126
Total Revenue per Audited Statements
$707,986
Total Revenue per Form 990
$705,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$347,118
Other Expenses$183,369
Grants and Similar Amounts Paid$125,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,149$26,261-$185,410
Grants to Domestic Orgs$125,400--$125,400
Current Officers, Directors, Trustees, and Key Employees$83,928$13,892-$97,820
Conferences and Meetings$50,494--$50,494
Other Employee Benefits$32,369$5,429-$37,798
Occupancy$37,661--$37,661
Travel$35,344--$35,344
Payroll Taxes$22,342$3,748-$26,090
Office Expenses$10,998--$10,998
Fees for Services Other$5,233$3,034-$8,267
Insurance$6,700--$6,700
Fees for Services Accounting-$5,900-$5,900
Other Expenses$2,755--$2,755
Advertising$615--$615
Total Functional Expenses$597,623$58,264$0$655,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$658,013
Expenses per Audited Statements$655,887
Total Expenses per Form 990$655,887
Expenses Not Reported on Form 990$2,126
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nami - Greater MilwaukeeMilwaukee, WI501(c)(3)Peer Support Programs$94,462
Nami - Racine CountyRacine, WI501(c)(3)Peer Support Programs$21,600
Options for Independent LivinGreen Bay, WI501(c)(3)Peer Support Programs$9,338
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$239
Fundraising Gross Income$239
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
Refundable Advances$123,942
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Regular Members are Any person who identifies himself or herself as having mental illness or have had mental illness and supports the values, vision and mission of the corporation, and any other requirements set by the corporation for membership. Nonvoting Members are other persons The board accepts to membership after application. No person or representative accepted under this provision shall have voting rights. Members shall serve a three-year term and appointed members shall serve a one-year term. The board shall appoint up to 3 members.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The GEP members shall elect the Board of Directors at the annual meeting. The annual meeting shall be held in conjunction with the state mental health consumer conference, unless otherwise provided by the board of directors. Ten percent of the regular members or majority of the regular members who are registered for the annual state mental health consumer conference must be present to conduct business. A smaller number may adjourn the meeting, set the time and place of the adjourned meeting and direct an officer or appoint a temporary officer to give proper notice of an adjourned meeting.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The members shall elect the board of directors at the annual meeting.

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

the executive director, financial manager, and director review the 990 prior to filing.

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

Board members are required to disclose potential conflicts of interest. Other members of the board or committee determine if a conflict exists. When this occurs the board member with a conflict of interest is asked to leave during the discussion and vote. Board members are asked about conflicts whenever a question arises.

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

No raises have been provided in a some time. The original compensation package was determined by the board using a study of comparative rates and within the budget of the organization.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

the executive director sets other salaries based on industry comparatives within the available budget.

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

The Organization provides a website link to the board list, fiscal policies, and bylaws. Scheduled meetings are also posted on the website. Documents are also available upon request.

Filing and Contact Details

Filer

Filer Name
Grassroots Empowerment Project Inc
EIN
39-2022805
Phone
8007700588
Address
PO BOX 8683, MADISON, WI 53708

Signing Officer

Name
Furman Avery
Title
Board President
Signed
2016-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Furman Avery
Formed
2001
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
23
Volunteers
10

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Peer Run Respites are homelike facilities run by and for individuals with lived experience of mental health and/or substance use challenges. These programs are intended to serve as a short-term, residential resource for individuals who are experiencing an increase in symptoms or stressors who need and want peer support to aid in their recovery and thereby avert crises and avoid hospitalization. OTHER PROGRAM SERVICES 5: Other Program services, including but not limited to, the Statewide Peer Network Training Services.

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2015, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The Organization is currently not under any audit by any federal or state taxing authority and is no longer subject to tax examination by the U.S. federal jurisdiction for years prior to 2012 and the state jurisdiction for years prior to 2011.

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IRS990/OtherAssetsTotalGrp/BOYAmt02600
IRS990/OtherAssetsTotalGrp/EOYAmt02600
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05429
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032369
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037798
IRS990/OtherExpensesGrp/Desc0GENERAL EQUIPMENT AND REPAIRS
IRS990/OtherExpensesGrp/Desc1Project Supplies
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt012602
IRS990/OtherExpensesGrp/ProgramServicesAmt112033
IRS990/OtherExpensesGrp/ProgramServicesAmt22755
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IRS990/OtherExpensesGrp/TotalAmt112033
IRS990/OtherExpensesGrp/TotalAmt22755
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IRS990/OtherRevenueTotalAmt01563
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026261
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0185410
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03748
IRS990/PayrollTaxesGrp/ProgramServicesAmt022342
IRS990/PayrollTaxesGrp/TotalAmt026090
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0Other Consulting/Training
IRS990/ProgramServiceRevenueGrp/Desc1Peer Support Consulting
IRS990/ProgramServiceRevenueGrp/Desc2Registration Fees
IRS990/ProgramServiceRevenueGrp/Desc3Training Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1165145
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1165145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328488
IRS990/ProgSrvcAccomActy2Grp/Desc0Peer Support Programs: 1) Act as liaison and fiscal agent for United Behavioral Health and three sub grantees providing peer specialist services to reduce hospitalizations; 2) Employ and support peer specialists in Jefferson County and the Workforce Development Area 10 Pilot Program and 3) Advocacy work.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0148175
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0165145
IRS990/ProgSrvcAccomActy3Grp/Desc0State Consumer and Peer Network programs1. Project to develop a reentry peer specialist model, and offer training, to support formerly incarcerated citizens reentering their respective communities2. Statewide Peer Network Development Program for Recovery and Resiliency, in collaboration with WI's other SAMHSA-funded statewide networks, to increase to improve access to and the quality of behavioral health systems, services, treatment, and resiliency / recovery supports.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt095155
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IRS990/PYRevenuesLessExpensesAmt0-9796
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IRS990/PYTotalExpensesAmt0476499
IRS990/PYTotalRevenueAmt0466703
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01514574
IRS990ScheduleA/TotalSupportAmt01543004
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0123942
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Refundable Advances
IRS990ScheduleD/RevenueNotReportedAmt02126
IRS990ScheduleD/RevenueSubtotalAmt0705860
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2015, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The Organization is currently not under any audit by any federal or state taxing authority and is no longer subject to tax examination by the U.S. federal jurisdiction for years prior to 2012 and the state jurisdiction for years prior to 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalExpensesPerForm990Amt0655887
IRS990ScheduleD/TotalLiabilityAmt0123942
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IRS990ScheduleI/RecipientTable/CashGrantAmt29338
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)

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