Civic Intelligence

Solutions Recovery Inc.

990 • Fiscal year 2020 • EIN 39-2039973

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

621 Evans StreetOshkosh, WI 54901

(920) 266-6000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.47x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.66x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$28,904

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

61%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

108%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$434,647

Up $164,886 (+61%) from 2019

Net Assets

Up

$231,546

Up $169,109 (+271%) from 2019

Liabilities

Down

$203,101

Down $4,223 (-2.0%) from 2019

Revenue

Up

$307,565

Up $159,783 (+108%) from 2019

Expenses

Down

$138,456

Down $6,590 (-4.5%) from 2019

Net Income

Up

$169,109

Up $166,373 (+6081%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $53,224Liabilities 2013: $0Net Assets 2013: $53,2242013Assets 2014: $57,828Liabilities 2014: $0Net Assets 2014: $57,8282014Assets 2015: $292,679Liabilities 2015: $210,808Net Assets 2015: $81,8712015Assets 2016: $304,381Liabilities 2016: $205,413Net Assets 2016: $98,9682016Assets 2017: $242,684Liabilities 2017: $197,964Net Assets 2017: $44,7202017Assets 2018: $263,622Liabilities 2018: $203,921Net Assets 2018: $59,7012018Assets 2019: $269,761Liabilities 2019: $207,324Net Assets 2019: $62,4372019Assets 2020: $434,647Liabilities 2020: $203,101Net Assets 2020: $231,5462020Assets 2021: $581,092Liabilities 2021: $240,055Net Assets 2021: $341,0372021Assets 2022: $1,498,833Liabilities 2022: $685,976Net Assets 2022: $812,8572022Assets 2023: $2,582,697Liabilities 2023: $1,151,617Net Assets 2023: $1,431,0802023Assets 2024: $3,818,088Liabilities 2024: $1,169,868Net Assets 2024: $2,648,2202024

Highlighted filing

2020

Assets$434,647
Liabilities$203,101
Net Assets$231,546

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $83,023Expenses 2013: $64,190Net Income 2013: $18,8332013Revenue 2014: $84,225Expenses 2014: $73,743Net Income 2014: $10,4822014Revenue 2015: $105,052Expenses 2015: $140,906Net Income 2015: -$35,8542015Revenue 2016: $99,519Expenses 2016: $82,422Net Income 2016: $17,0972016Revenue 2017: $85,804Expenses 2017: $100,572Net Income 2017: -$14,7682017Revenue 2018: $178,071Expenses 2018: $163,090Net Income 2018: $14,9812018Revenue 2019: $147,782Expenses 2019: $145,046Net Income 2019: $2,7362019Revenue 2020: $307,565Expenses 2020: $138,456Net Income 2020: $169,1092020Revenue 2021: $440,440Expenses 2021: $330,949Net Income 2021: $109,4912021Revenue 2022: $1,186,381Expenses 2022: $748,137Net Income 2022: $438,2442022Revenue 2023: $1,770,316Expenses 2023: $1,154,052Net Income 2023: $616,2642023Revenue 2024: $2,280,886Expenses 2024: $1,414,809Net Income 2024: $866,0772024

Highlighted filing

2020

Revenue$307,565
Expenses$138,456
Net Income$169,109
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$311,647
Mission and Program Overview

Mission

Addiction Recovery

To serve the fox valley's recovery community with programs for individuals and their families, assisting addicts and alcoholics in relapse prevention and providing outreach services within our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$238,178$231,182▼ $6,996
Savings and Temporary Cash Investments$2,288$147,389▲ $145,101
Cash and Non-Interest-Bearing Accounts$28,295$55,076▲ $26,781
Total Assets$269,761$434,647▲ $164,886
Other Assets Total$1,000$1,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$205,000$198,852▼ $6,148
Accounts Payable and Accrued Expenses$2,324$4,249▲ $1,925
Total Liabilities$207,324$203,101▼ $4,223
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$142,500-
Net Assets Without Donor Restrictions$62,437$89,046▲ $26,609
Total Net Assets Fund Balance$62,437$231,546▲ $169,109
Total Liabilities and Net Assets / Fund Balance$269,761$434,647▲ $164,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$152,628$68,491$221,119
Land$67,500-$67,500
Other Land Buildings$11,054$1,106$12,160
Compensation and Service Providers

Employees

NameTitleBaseTotal
Megan ReinlDirector$28,904$28,904
Tevor FenrichPresident$6,900$6,900

Board Members and Trustees

NameTitle
Andrew EdwardsDirector
Brandon AnsellDirector
Eric SmiltneekDirector
Jenna WashuleskiDirector
Joe FramkeDirector
Nick WolffDirector
Pat LowneyDirector
Peter EmeneckerDirector
Steve SmitsDirector
Jolie VervoortSecretary
Miranda SchultzTreasurer
Missy PietersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$256,159
Program Service Revenue
$46,895
Investment Income
$83
Other Revenue
$4,428
All Other Contributions
$251,100
Change in Net Assets
$169,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,209
Salaries, Compensation, and Employee Benefits$42,247
Total Fundraising Expense$496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$44,271--$44,271
Current Officers, Directors, Trustees, and Key Employees$32,224$3,580-$35,804
Interest-$10,172-$10,172
Fees for Services Accounting-$9,323-$9,323
Office Expenses$7,261$367-$7,628
Depreciation Depletion$3,498$3,498-$6,996
Insurance-$6,538-$6,538
Other Salaries and Wages$2,808$312-$3,120
Payroll Taxes$2,680$298-$2,978
Information Technology-$2,955-$2,955
Advertising-$2,352$496$2,848
Fees for Services Other$1,640$41-$1,681
Other Expenses$529$522-$522
Other Employee Benefits$345--$345
All Other Expenses$34$114-$148
Total Functional Expenses$97,888$40,072$496$138,456
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
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 will be reviewed by the board treasurer prior to filing.

Form 990, Page 6, Part VI, Line 15A

Compensation of the executive director is determined by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Solutions Recovery Inc
EIN
39-2039973
Phone
9202666000
Address
621 EVANS STREET, OSHKOSH, WI 54901

Signing Officer

Name
Miranda Schultz
Title
Treasurer
Phone
9202666000
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miranda Schultz
Formed
2005
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
12
Employees
3
Volunteers
50

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Jamie Rosin
Phone
9209930105
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0133
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0133
IRS990/OtherRevenueTotalAmt0133
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0312
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02808
IRS990/OtherSalariesAndWagesGrp/TotalAmt03120
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0298
IRS990/PayrollTaxesGrp/ProgramServicesAmt02680
IRS990/PayrollTaxesGrp/TotalAmt02978
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MIRANDA SCHULTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046895
IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2013, THE FOX VALLEY RECOVERY COMMUNITY WAS IN DIRE NEED OF ADDITIONAL RESOURCES FOR SOBER HOUSING IN OUR COMMUNITY. THROUGH A JOINT VENTURE WITH OTHER COMMUNITY SPONSORS, SRI CREATED SOLUTIONS HOUSE, A SOBER HOUSING PROGRAM LOCATED ON THE SOLUTIONS RECOVERY CENTER CAMPUS. OUR FIRST HOME HAS BEEN A MAJOR SUCCESS AN OLD RECTORY HOME FOR A CHURCH ON OUR CAMPUS, SOLUTIONS HOUSE IS NOW HOME TO FOUR UNITS FOR WOMEN IN THE RECOVERY COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069694
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0100688
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt022
IRS990/PYOtherExpensesAmt0127595
IRS990/PYOtherRevenueAmt015021
IRS990/PYProgramServiceRevenueAmt032051
IRS990/PYRevenuesLessExpensesAmt02736
IRS990/PYSalariesCompEmpBnftPaidAmt017451
IRS990/PYTotalExpensesAmt0145046
IRS990/PYTotalRevenueAmt0147782
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0169109
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt046895
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02288
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0256159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0142306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0624245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0221942
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0133
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0377
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0585
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt05956
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt07081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0114
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0853268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0311564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0158647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0186564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099514
IRS990ScheduleA/Total509Grp/TotalAmt0853268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0311647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0158669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0186568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099519
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0853382
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/BuildingsGrp/BookValueAmt0152628
IRS990ScheduleD/BuildingsGrp/DepreciationAmt068491
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0221119
IRS990ScheduleD/LandGrp/BookValueAmt067500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011054
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01106
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012160
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0231182
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WILL BE REVIEWED BY THE BOARD TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0269761
IRS990/TotalAssetsEOYAmt0434647
IRS990/TotalAssetsGrp/BOYAmt0269761
IRS990/TotalAssetsGrp/EOYAmt0434647
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0256159
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0496
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097888
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138456

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$1.17$2.65$2.28$1.41$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$1.15$1.43$1.77$1.15$0.62
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.69$0.81$1.19$0.75$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.24$0.34$0.44$0.33$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.20$0.23$0.31$0.14$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.21$0.06$0.15$0.15$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.20$0.06$0.18$0.16$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.20$0.04$0.09$0.10$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.21$0.10$0.10$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$0.29$0.21$0.08$0.11$0.14$0.04
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.06$0.00$0.06$0.08$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.08$0.06$0.02