Civic Intelligence

Covey Inc.

990 • Fiscal year 2013 • EIN 39-6026845

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

Organization ProfileWWW.CPMIDEASTWIS.COM
PO Box 1241Oshkosh, WI 54903-1241

(920) 424-4071

Siviq Scores

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

Liabilities / Assets

49th percentile

0.11x

Higher debt load relative to assets than 49% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

58th percentile

5.5%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$72,552

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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 / Assets49th percentile

Assets

Up

$3,878,380

Up $387,225 (+11%) from 2012

Net Assets

Up

$3,444,796

Up $402,128 (+13%) from 2012

Liabilities

Down

$433,584

Down $14,903 (-3.3%) from 2012

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin58th percentile

Revenue

$1,646,305

No earlier filing loaded for comparison.

Expenses

Down

$1,555,646

Down $147,793 (-8.7%) from 2012

Net Income

$90,659

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,579,293Liabilities 2010: $445,656Net Assets 2010: $3,133,6372010Assets 2011: $3,374,453Liabilities 2011: $532,996Net Assets 2011: $2,841,4572011Assets 2012: $3,491,155Liabilities 2012: $448,487Net Assets 2012: $3,042,6682012Assets 2013: $3,878,380Liabilities 2013: $433,584Net Assets 2013: $3,444,7962013Assets 2014: $3,997,107Liabilities 2014: $423,715Net Assets 2014: $3,573,3922014Assets 2015: $3,959,571Liabilities 2015: $467,244Net Assets 2015: $3,492,3272015Assets 2016: $4,066,317Liabilities 2016: $406,337Net Assets 2016: $3,659,9802016Assets 2017: $4,048,717Liabilities 2017: $367,782Net Assets 2017: $3,680,9352017Assets 2018: $3,537,683Liabilities 2018: $376,496Net Assets 2018: $3,161,1872018Assets 2019: $3,951,839Liabilities 2019: $380,511Net Assets 2019: $3,571,3282019Assets 2020: $4,412,262Liabilities 2020: $338,666Net Assets 2020: $4,073,5962020Assets 2021: $5,053,825Liabilities 2021: $565,416Net Assets 2021: $4,488,4092021Assets 2022: $4,426,581Liabilities 2022: $852,735Net Assets 2022: $3,573,8462022Assets 2023: $4,802,026Liabilities 2023: $1,112,542Net Assets 2023: $3,689,4842023Assets 2024: $5,090,792Liabilities 2024: $862,545Net Assets 2024: $4,228,2472024

Highlighted filing

2013

Assets$3,878,380
Liabilities$433,584
Net Assets$3,444,796
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,545,0452010Expenses 2011: $1,758,9742011Expenses 2012: $1,703,4392012Revenue 2013: $1,646,305Expenses 2013: $1,555,646Net Income 2013: $90,6592013Revenue 2014: $1,637,237Expenses 2014: $1,527,780Net Income 2014: $109,4572014Revenue 2015: $1,547,289Expenses 2015: $1,463,764Net Income 2015: $83,5252015Revenue 2016: $1,702,335Expenses 2016: $1,668,207Net Income 2016: $34,1282016Revenue 2017: $1,164,226Expenses 2017: $1,366,142Net Income 2017: -$201,9162017Revenue 2018: $1,041,407Expenses 2018: $1,308,042Net Income 2018: -$266,6352018Revenue 2019: $1,065,318Expenses 2019: $1,130,595Net Income 2019: -$65,2772019Revenue 2020: $1,236,794Expenses 2020: $1,045,158Net Income 2020: $191,6362020Revenue 2021: $1,226,795Expenses 2021: $1,217,170Net Income 2021: $9,6252021Revenue 2022: $1,334,341Expenses 2022: $1,529,602Net Income 2022: -$195,2612022Revenue 2023: $1,713,513Expenses 2023: $1,891,755Net Income 2023: -$178,2422023Revenue 2024: $2,515,409Expenses 2024: $2,115,573Net Income 2024: $399,8362024

Highlighted filing

2013

Revenue$1,646,305
Expenses$1,555,646
Net Income$90,659
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$2,435,634
Mission and Program Overview

Mission

The mission of the organization is to provide services that positively affect the quality of life for persons with disabilities and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,709,674$2,007,911▲ $298,237
Land, Buildings, and Equipment, Net$697,838$656,727▼ $41,111
Savings and Temporary Cash Investments$123,419$124,669▲ $1,250
Accounts Receivable$104,428$72,259▼ $32,169
Pledges and Grants Receivable$43,434$44,737▲ $1,303
Prepaid Expenses and Deferred Charges$10,874$16,643▲ $5,769
Cash and Non-Interest-Bearing Accounts$80$80→ $0
Total Assets$3,491,155$3,878,380▲ $387,225
Other Assets Total$801,408$955,354▲ $153,946
Liabilities
Mortgage Notes Payable Secured by Investment Property$361,904$348,480▼ $13,424
Accounts Payable and Accrued Expenses$63,414$61,935▼ $1,479
Other Liabilities$23,169$23,169→ $0
Total Liabilities$448,487$433,584▼ $14,903
Net Assets / Fund Balance
Unrestricted Net Assets$2,071,770$2,549,276▲ $477,506
Permanently Rstr Net Assets$755,064$850,783▲ $95,719
Temporarily Rstr Net Assets$215,834$44,737▼ $171,097
Total Net Assets Fund Balance$3,042,668$3,444,796▲ $402,128
Total Liabilities and Net Assets / Fund Balance$3,491,155$3,878,380▲ $387,225

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$494,357$268,921$763,278
Equipment$41,372$195,308$236,680
Other Land Buildings$39,187$104,469$143,656
Land$81,811-$81,811
Other Assets Org$52,413--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$755,064$135▲ $96,767-$850,783
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lorraine YarbroughExec DirecFT$72,552$72,552

Board Members and Trustees

NameTitle
Phil JanesPresident
Barbara UeckerDirector
Brian HamillDirector
Erica FlukingerDirector
Jennifer KoepplDirector
Jim EnglundDirector
Kathy EssonDirector
Kimberly WachholzDirector
Pamela DelapDirector
Pat SeamanDirector
Rick VanderloopDirector
Roger BirschbachDirector
Todd MillerDirector
Todd MoelyDirector
Jennifer GalowDelegate at
Sandy NoePast Preside
Elizabeth CasperSecretary
Wendy PotratzTreasurer
Ritu TannanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$291,883
Program Service Revenue
$1,106,228
Investment Income
$138,326
Other Revenue
$109,868
All Other Contributions
$89,327
Change in Net Assets
$90,659

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,646,305
Revenue Not Reported on Form 990
$311,469
Total Revenue per Audited Statements
$1,957,774
Total Revenue per Form 990
$1,646,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,188,013
Other Expenses$367,633
Total Fundraising Expense$75,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$776,819$75,608$69,682$922,109
Payroll Taxes$91,907$14,543$5,331$111,781
Other Employee Benefits$45,232$36,339-$81,571
Current Officers, Directors, Trustees, and Key Employees-$72,552-$72,552
Depreciation Depletion$50,997$9,098-$60,095
All Other Expenses$19,311$25,642-$44,953
Insurance$21,341$8,700-$30,041
Other Expenses$20,199$5,833-$26,032
Occupancy$7,844$16,512-$24,356
Office Expenses$7,210$13,933-$21,143
Interest$19,065--$19,065
Information Technology$1,488$15,755-$17,243
Fees for Services Accounting-$15,000-$15,000
Travel$8,271--$8,271
Fees for Services Management$201$2,269-$2,470
Total Functional Expenses$1,160,720$319,913$75,013$1,555,646

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,555,646
Total Expenses per Audited Statements$1,555,646
Total Expenses per Form 990$1,555,646
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$156,758
Fundraising Direct Expenses$85,641
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$55,960$48,045$35,351$12,694
Event 2$49,598$42,923$17,218$25,705
Total Events$183,315$156,758$85,641$71,117
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Special Assessment Payable$23,169
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
No
Management duties delegated
No

Governance Explanations

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

“The 990 is reviewed and approved by the board treasurer and management prior to filing. The board is provided with a copy.”

Form 990, Page 6, Part VI, Line 12C

“Board members, officers and directors must sign a conflict of interest statement in january of each year. This statement is then kept on file in the administrative office.”

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

“The process for determining compensation for the ceo, executive director or top management is initiated at either the board of directors or finance committee level. Once the process has been initiated by either committee, statistics are collected for both industry and community comparables to provide a relevant range for the salary. Within the finance committee, the range may be further refined based on other significant factors within the position description. The range is then recommended by the finance committee to the board of directors for approval. If, during the interview process, there is a need for further refinement of the salary range or benefit package, the process once again starts at the finance committee level with suggestions for those further refinements sent to the board of directors for final approval.”

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

“Compensation levels for all top management positions are periodically reviewed and compared to industry & community statistics.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are provided upon request.”

Filing and Contact Details

Filer

EIN
39-6026845
Phone
9204244071

Signing Officer

Name
Richard Shikoski
Title
Interim Executive Director
Phone
9204244071
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Shikoski
Formed
1954
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
102
Volunteers
535

Preparer

Preparer
Joseph R Galarowicz
Phone
9209930105
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“All endowment funds are permanently restricted. The principle will be retained in perpetuity and income from the funds will be used to further the mission of the organization.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIREC
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DELEGATE AT
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IRS990/OtherExpensesGrp/TotalAmt326032
IRS990/OtherLiabilitiesGrp/BOYAmt023169
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05331
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014543
IRS990/PayrollTaxesGrp/ProgramServicesAmt091907
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IRS990/PrincipalOfficerNm0RICHARD SHIKOSKI
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0474,216
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 12
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,878,380
Liabilities
$433,584
Net assets
$3,444,796
Revenue
$1,646,305
Expenses
$1,555,646
Net income
$90,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.86$4.23$2.52$2.12$0.40
2023Detailed filing. Detailed filing data is available for this year.$4.80$1.11$3.69$1.71$1.89$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.43$0.85$3.57$1.33$1.53$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.05$0.57$4.49$1.23$1.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.34$4.07$1.24$1.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.38$3.57$1.07$1.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.38$3.16$1.04$1.31$0.27
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.37$3.68$1.16$1.37$0.20
2016Summary only. Only limited summary data is available for this year.$4.07$0.41$3.66$1.70$1.67$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.47$3.49$1.55$1.46$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.42$3.57$1.64$1.53$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.43$3.44$1.65$1.56$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.45$3.04$1.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.53$2.84$1.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.45$3.13$1.55