Civic Intelligence

Covey Inc.

990 • Fiscal year 2014 • EIN 39-6026845

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 06, 2015

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.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.26x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

61st percentile

6.7%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$49,986

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-0.6%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$3,997,107

Up $118,727 (+3.1%) from 2013

Net Assets

Up

$3,573,392

Up $128,596 (+3.7%) from 2013

Liabilities

Down

$423,715

Down $9,869 (-2.3%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin61st percentile

Revenue

Down

$1,637,237

Down $9,068 (-0.6%) from 2013

Expenses

Down

$1,527,780

Down $27,866 (-1.8%) from 2013

Net Income

Up

$109,457

Up $18,798 (+21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2014

Assets$3,997,107
Liabilities$423,715
Net Assets$3,573,392
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

2014

Revenue$1,637,237
Expenses$1,527,780
Net Income$109,457
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Gross Receipts
$1,925,649
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$2,007,911$2,066,437▲ $58,526
Land, Buildings, and Equipment, Net$656,727$611,617▼ $45,110
Savings and Temporary Cash Investments$124,669$171,162▲ $46,493
Accounts Receivable$72,259$118,252▲ $45,993
Pledges and Grants Receivable$44,737$46,079▲ $1,342
Prepaid Expenses and Deferred Charges$16,643$9,382▼ $7,261
Cash and Non-Interest-Bearing Accounts$80$199▲ $119
Total Assets$3,878,380$3,997,107▲ $118,727
Other Assets Total$955,354$973,979▲ $18,625
Liabilities
Mortgage Notes Payable Secured by Investment Property$348,480$336,726▼ $11,754
Accounts Payable and Accrued Expenses$61,935$65,294▲ $3,359
Other Liabilities$23,169$21,695▼ $1,474
Total Liabilities$433,584$423,715▼ $9,869
Net Assets / Fund Balance
Unrestricted Net Assets$2,549,276$2,590,343▲ $41,067
Permanently Rstr Net Assets$850,783$876,970▲ $26,187
Temporarily Rstr Net Assets$44,737$106,079▲ $61,342
Total Net Assets Fund Balance$3,444,796$3,573,392▲ $128,596
Total Liabilities and Net Assets / Fund Balance$3,878,380$3,997,107▲ $118,727

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$472,969$291,509$764,478
Equipment$14,051$222,629$236,680
Other Land Buildings$42,786$115,553$158,339
Land$81,811-$81,811
Other Assets Org$47,307--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$850,783$60▲ $27,420-$876,970
2013$755,064$135▲ $96,767-$850,783
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorraine YarbroughExecutive DiFT$41,121$8,865$49,986
Lorraine YarbroughExecutive Director-$41,121$17,730$49,986
David FazerExecutive DiFT$2,600-$2,600

Board Members and Trustees

NameTitle
Ritu TannanPresident
Brian HamillDirector
Jennifer KoepplDirector
Jim EnglundDirector
Kathy EssonDirector
Kimberly WachholzDirector
Pat SeamanDirector
Rick VanderloopDirector
Roger BirschbachDirector
Sandra NoeDirector
Todd MillerDirector
Todd MoelyDirector
Barbara UeckerDelegate at
Jennifer GalowDelegate at
Phil JanesPast Preside
Elizabeth CasperSecretary
Wendy PotratzTreasurer
Erica FlukingerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$310,175
Program Service Revenue
$1,104,881
Investment Income
$126,779
Other Revenue
$95,402
All Other Contributions
$119,646
Change in Net Assets
$109,457

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,637,237
Revenue Not Reported on Form 990
$21,239
Total Revenue per Audited Statements
$1,658,476
Total Revenue per Form 990
$1,637,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,108,239
Other Expenses$419,541
Total Fundraising Expense$42,939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$754,981$87,856$39,888$882,725
Payroll Taxes$87,857$14,380$3,051$105,288
Depreciation Depletion$51,423$9,570-$60,993
Other Employee Benefits$30,457$27,566-$58,023
Insurance$31,410$19,151-$50,561
Comp Disqual Persons-$49,986-$49,986
All Other Expenses$17,339$29,881-$47,220
Other Expenses$21,437$4,509-$25,946
Occupancy$6,734$18,610-$25,344
Office Expenses$6,832$12,328-$19,160
Interest$17,325$138-$17,463
Fees for Services Accounting-$15,900-$15,900
Information Technology$1,573$13,987-$15,560
Pension Plan Contributions-$9,617-$9,617
Fees for Services Legal-$6,716-$6,716
Travel$5,902--$5,902
Fees for Services Other$171$2,700-$2,871
Current Officers, Directors, Trustees, and Key Employees-$2,600-$2,600
Advertising-$2,336-$2,336
Total Functional Expenses$1,148,665$336,176$42,939$1,527,780

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,529,880
Expenses per Audited Statements$1,527,780
Total Expenses per Form 990$1,527,780
Expenses Not Reported on Form 990$2,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$137,547
Fundraising Direct Expenses$75,853
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Benefit Auc$53,889$53,219$21,657$31,562
Axeltech Golf$32,591$27,829$10,968$16,861
Total Events$152,834$137,547$75,823$61,724
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$21,695
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

Filer Name
Cerebral Palsy of Mideast
EIN
39-6026845
Phone
9204244071
Address
PO BOX 1241, OSHKOSH, WI 54903-1241

Signing Officer

Name
Pam Schutz
Title
Executive Director
Phone
9204244071
Signed
2015-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Schutz
Formed
1954
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
103
Volunteers
515

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
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/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DELEGATE AT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DELEGATE AT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DI
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IRS990/InformationTechnologyGrp/ProgramServicesAmt01573
IRS990/InformationTechnologyGrp/TotalAmt015560
IRS990/InsuranceGrp/ManagementAndGeneralAmt019151
IRS990/InsuranceGrp/ProgramServicesAmt031410
IRS990/InsuranceGrp/TotalAmt050561
IRS990/InterestGrp/ManagementAndGeneralAmt0138
IRS990/InterestGrp/ProgramServicesAmt017325
IRS990/InterestGrp/TotalAmt017463
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042664
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt02066437
IRS990/IRPDocumentCnt015
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IRS990/LandBldgEquipAccumDeprecAmt0629691
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IRS990/LegalDomicileStateCd0WI
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0336726
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt084115
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt061694
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IRS990/NoncashContributionsAmt08138
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IRS990/OccupancyGrp/TotalAmt025344
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IRS990/OfficeExpensesGrp/ProgramServicesAmt06832
IRS990/OfficeExpensesGrp/TotalAmt019160
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027566
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt058023
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IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3STAFF EXPENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24509
IRS990/OtherExpensesGrp/ProgramServicesAmt046814
IRS990/OtherExpensesGrp/ProgramServicesAmt137759
IRS990/OtherExpensesGrp/ProgramServicesAmt230651
IRS990/OtherExpensesGrp/ProgramServicesAmt321437
IRS990/OtherExpensesGrp/TotalAmt046814
IRS990/OtherExpensesGrp/TotalAmt140515
IRS990/OtherExpensesGrp/TotalAmt236240
IRS990/OtherExpensesGrp/TotalAmt325946
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IRS990/OtherRevenueTotalAmt033708
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039888
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt087856
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0882725
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03051
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IRS990/PayrollTaxesGrp/ProgramServicesAmt087857
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0PAM SCHUTZ
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IRS990/PYSalariesCompEmpBnftPaidAmt01188013
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IRS990/PYTotalRevenueAmt01646305
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0109457
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01104881
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0171162
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0436,555
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0291883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0368080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0260257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0163202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01393597
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt042063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt072459
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01099205

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,997,107
Liabilities
$423,715
Net assets
$3,573,392
Revenue
$1,637,237
Expenses
$1,527,780
Net income
$109,457
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