Civic Intelligence

Covey Inc.

990 • Fiscal year 2021 • EIN 39-6026845

Jan 01, 2021 to Dec 31, 2021 • Filed on May 24, 2022

Organization ProfileWWW.COVEY.ORG
1930 Algoma BlvdOshkosh, WI 54901

(920) 424-4071

Siviq Scores

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

Liabilities / Assets

48th percentile

0.11x

Higher debt load relative to assets than 48% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.46x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

25th percentile

0.8%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$105,280

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-0.8%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$5,053,825

Up $641,563 (+15%) from 2020

Net Assets

Up

$4,488,409

Up $414,813 (+10%) from 2020

Liabilities

Up

$565,416

Up $226,750 (+67%) from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin25th percentile

Revenue

Down

$1,226,795

Down $9,999 (-0.8%) from 2020

Expenses

Up

$1,217,170

Up $172,012 (+16%) from 2020

Net Income

Down

$9,625

Down $182,011 (-95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$5,053,825
Liabilities$565,416
Net Assets$4,488,409
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$1,226,795
Expenses$1,217,170
Net Income$9,625
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 24, 2022
Return Version
2021v4.0
Gross Receipts
$1,333,110
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.

Creating opportunities that foster personal growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,504,546$2,946,330▲ $441,784
Land, Buildings, and Equipment, Net$490,996$710,981▲ $219,985
Pledges and Grants Receivable$93,800$86,390▼ $7,410
Accounts Receivable$48,348$73,861▲ $25,513
Cash and Non-Interest-Bearing Accounts$184,064$58,213▼ $125,851
Prepaid Expenses and Deferred Charges$10,557$8,374▼ $2,183
Total Assets$4,412,262$5,053,825▲ $641,563
Other Assets Total$1,079,951$1,169,676▲ $89,725
Liabilities
Unsecured Notes Loans Payable$36,520$279,934▲ $243,414
Mortgage Notes Payable Secured by Investment Property$246,072$224,329▼ $21,743
Accounts Payable and Accrued Expenses$56,074$61,153▲ $5,079
Total Liabilities$338,666$565,416▲ $226,750
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,678,431$2,972,870▲ $294,439
Net Assets With Donor Restrictions$1,395,165$1,515,539▲ $120,374
Total Net Assets Fund Balance$4,073,596$4,488,409▲ $414,813
Total Liabilities and Net Assets / Fund Balance$4,412,262$5,053,825▲ $641,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$560,901$344,159$905,060
Equipment$37,419$185,504$222,923
Land$112,661-$112,661
Other Assets Org$11,095--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,079,951$650▲ $140,179$-44,736$1,169,676
2020$1,007,988$5,850▲ $115,210$-43,175$1,079,951
2019$887,103$5,600▲ $165,131$-43,561$1,007,988
2018$925,092$52,437▼ $40,595$-43,260$887,103
2017$864,982-▲ $60,110-$925,092
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pam SchutzCEOFT$79,507$25,773$105,280

Board Members and Trustees

NameTitle
Laura BallietPresident
Bruce ValkDirector
Chad WadeDirector
Cheryl SinaDirector
Erin DankwardtDirector
Joe ThompsonDirector
Mallory CorneliusDirector
Mary Gietman SchellingerDirector
Scott JenningsDirector
Jeffrey AhernsSecretary/tr
Elly HeuringVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$329,454
Program Service Revenue
$786,822
Investment Income
$110,519
Other Revenue
$0
All Other Contributions
$101,621
Change in Net Assets
$9,625

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,202,166
Revenue Not Reported on Financial Statements
$24,629
Revenue Not Reported on Form 990
$405,188
Total Revenue per Audited Statements
$1,607,354
Total Revenue per Form 990
$1,226,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$805,161
Other Expenses$412,009
Total Fundraising Expense$5,627
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$502,093$86,907$332$589,332
Current Officers, Directors, Trustees, and Key Employees$15,318$85,679$4,283$105,280
Occupancy$56,642$45,578-$102,220
Information Technology$66,873$16,718-$83,591
Other Employee Benefits$35,733$17,868$541$54,142
Payroll Taxes$36,901$11,938$317$49,156
Depreciation Depletion$28,765$8,113-$36,878
Insurance$19,379$9,811$131$29,321
Fees for Service Investment Mgmnt Fees-$24,629-$24,629
Interest$15,521$991-$16,512
Fees for Services Accounting$1,584$12,817-$14,401
Fees for Services Other$1,530$12,375-$13,905
Office Expenses$4,184$5,295-$9,479
Pension Plan Contributions$6,478$750$23$7,251
All Other Expenses$179$5,367-$5,546
Other Expenses$3,132$1,839-$4,971
Travel$4,087$355-$4,442
Advertising$2,657$433-$3,090
Total Functional Expenses$863,149$348,394$5,627$1,217,170

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,217,170
Expenses per Audited Statements$1,192,541
Total Expenses per Audited Statements$1,192,541
Expenses Not Reported on Financial Statements$24,629
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“Bylaws were amended to extend board member terms from two (2) years to three (3) years.”

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

“The 990 is reviewed and approved by the finance committee 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/february 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 the board of directors executive committee level. Once the process has been initiated by committee, statistics are collected for both industry and community comparables to provide a relevant range for the salary. Salary increases are based upon measurable achievements throughout the year based on goals set for the year.”

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
Covey Inc
EIN
39-6026845
Phone
9204244071
Address
1930 ALGOMA BLVD, OSHKOSH, WI 54901

Signing Officer

Name
Pam Schutz
Title
CEO
Phone
9204244071
Signed
2022-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Schutz
Formed
1954
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
42
Volunteers
43

Preparer

Firm
Huberty & Associates Sc
Address
37 N PIONEER RD, FOND DU LAC, WI 54935-9401
Preparer
Cynthia Hintz CPA
Phone
9209238400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The purpose of beneficial interests in assets held by various community foundations is to support the organization, operational costs, and the organization's mission. Distributions may generally only be made out of income in accordance with each foundation's spending policy. The organization has granted variance power to the foundations. As such, the board of directors of the foundations have the power to modify any restriction or condition on the distribution of funds if, in its judgement, such restrictions become inconsistent with the charitable needs to the organization or inconsistent with the charitable needs served by the foundations. Beneficial interests in assets held by perpetual trusts include a charitable trust for which the organization is beneficiary of one half of the net income of the perpetual trust on an annual basis.”

Schedule D, Page 3, Part X

“The organization has been classified as an other-than private foundation and is tax-exempt under section 501(c)(3) of the internal revenue code. The organization is subject to a tax on income from any unrelated business. The organization has evaluated tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the organizations financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves or related accruals for interest and penalties (recognized as part of tax expense) for uncertain income tax positions at december 31, 2021 and 2020. All years not closed by statute of limitations in jurisdictions remain open for examinations.”

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IRS990/Desc0RESPITE: THIS PROGRAM OFFERS CAREGIVER RELIEF TO INDIVIDUALS CARING FOR A PERSON WITH A DISABILITY. WE PROVIDED OVER 51,000 HOURS OF RESPITE FOR ADULTS WITH DISABILITIES WITH EXPENSES TOTALING 948,574 IN 2021. LIFE ENRICHMENT: THIS PROGRAM PROVIDES OPPORTUNITIES FOR ADULTS WITH DISABILITIES TO GAIN NEW SKILLS AND DEVELOP A SOCIAL NETWORK THAT FOSTERS A SENSE OF CONNECTEDNESS. DUE TO COVID-19, WE CONTINUED TO OFFER THESE ACTIVITIES VIRTUALLY AS WELL AS IN PERSON. THE EXPENSES FOR THIS PROGRAM IN 2021 WERE 78,005.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,053,825
Liabilities
$565,416
Net assets
$4,488,409
Revenue
$1,226,795
Expenses
$1,217,170
Net income
$9,625
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