Civic Intelligence

Udac Inc.

990 • Fiscal year 2014 • EIN 41-0856115

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileWWW.UDAC.ORG

View Organization Page

500 East 10th StreetDuluth, MN 55805

(218) 722-5867

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

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

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

55th percentile

$72,529

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

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

Asset Growth

48th percentile

1.4%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$3,132,347

Up $42,468 (+1.4%) from 2013

Net Assets

Up

$2,998,100

Up $21,271 (+0.7%) from 2013

Liabilities

Up

$134,247

Up $21,197 (+19%) from 2013

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin39th percentile

Revenue

Up

$2,802,397

Up $144,860 (+5.5%) from 2013

Expenses

Up

$2,811,112

Up $144,240 (+5.4%) from 2013

Net Income

Up

-$8,715

Up $620 (+6.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,819,875Liabilities 2010: $100,205Net Assets 2010: $2,719,6702010Assets 2011: $2,932,284Liabilities 2011: $111,962Net Assets 2011: $2,820,3222011Assets 2012: $2,967,449Liabilities 2012: $120,666Net Assets 2012: $2,846,7832012Assets 2013: $3,089,879Liabilities 2013: $113,050Net Assets 2013: $2,976,8292013Assets 2014: $3,132,347Liabilities 2014: $134,247Net Assets 2014: $2,998,1002014Assets 2015: $3,413,147Liabilities 2015: $214,304Net Assets 2015: $3,198,8432015Assets 2016: $3,542,477Liabilities 2016: $208,401Net Assets 2016: $3,334,0762016Assets 2017: $3,499,219Liabilities 2017: $196,345Net Assets 2017: $3,302,8742017Assets 2018: $5,665,071Liabilities 2018: $199,717Net Assets 2018: $5,465,3542018Assets 2019: $5,657,832Liabilities 2019: $200,867Net Assets 2019: $5,456,9652019Assets 2020: $5,922,301Liabilities 2020: $494,998Net Assets 2020: $5,427,3032020Assets 2021: $5,878,782Liabilities 2021: $348,978Net Assets 2021: $5,529,8042021Assets 2022: $5,134,643Liabilities 2022: $269,694Net Assets 2022: $4,864,9492022Assets 2023: $5,401,316Liabilities 2023: $209,561Net Assets 2023: $5,191,7552023Assets 2024: $5,579,122Liabilities 2024: $187,786Net Assets 2024: $5,391,3362024

Highlighted filing

2014

Assets$3,132,347
Liabilities$134,247
Net Assets$2,998,100
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,717,2572010Expenses 2011: $2,730,5422011Expenses 2012: $2,768,4862012Revenue 2013: $2,657,537Expenses 2013: $2,666,872Net Income 2013: -$9,3352013Revenue 2014: $2,802,397Expenses 2014: $2,811,112Net Income 2014: -$8,7152014Revenue 2015: $3,168,645Expenses 2015: $2,931,035Net Income 2015: $237,6102015Revenue 2016: $3,217,202Expenses 2016: $3,131,924Net Income 2016: $85,2782016Revenue 2017: $2,881,022Expenses 2017: $3,051,937Net Income 2017: -$170,9152017Revenue 2018: $5,587,695Expenses 2018: $3,264,438Net Income 2018: $2,323,2572018Revenue 2019: $2,718,027Expenses 2019: $2,972,552Net Income 2019: -$254,5252019Revenue 2020: $1,281,137Expenses 2020: $1,392,623Net Income 2020: -$111,4862020Revenue 2021: $1,060,795Expenses 2021: $1,100,873Net Income 2021: -$40,0782021Revenue 2022: $1,183,542Expenses 2022: $1,351,994Net Income 2022: -$168,4522022Revenue 2023: $1,536,975Expenses 2023: $1,439,569Net Income 2023: $97,4062023Revenue 2024: $1,486,419Expenses 2024: $1,453,565Net Income 2024: $32,8542024

Highlighted filing

2014

Revenue$2,802,397
Expenses$2,811,112
Net Income-$8,715
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$3,126,283
Mission and Program Overview

Mission

To provide customized services to people with disabilities and other challenges based on their choices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$986,426$950,047▼ $36,379
Investments in Publicly Traded Securities$908,445$949,337▲ $40,892
Savings and Temporary Cash Investments$774,053$756,081▼ $17,972
Accounts Receivable$236,769$287,112▲ $50,343
Cash and Non-Interest-Bearing Accounts$156,489$162,499▲ $6,010
Prepaid Expenses and Deferred Charges$16,217$23,671▲ $7,454
Pledges and Grants Receivable$11,480$3,600▼ $7,880
Total Assets$3,089,879$3,132,347▲ $42,468
Liabilities
Accounts Payable and Accrued Expenses$113,050$134,247▲ $21,197
Total Liabilities$113,050$134,247▲ $21,197
Net Assets / Fund Balance
Unrestricted Net Assets$2,965,349$2,994,500▲ $29,151
Temporarily Rstr Net Assets$11,480$3,600▼ $7,880
Total Net Assets Fund Balance$2,976,829$2,998,100▲ $21,271
Total Liabilities and Net Assets / Fund Balance$3,089,879$3,132,347▲ $42,468

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$429,572$1,002,061$1,431,633
Equipment$420,475$738,178$1,158,653
Land$100,000-$100,000
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie BernerExecutive DiFT$63,746$8,783$72,529
Amy SkluzacekDirector of FinaFT$62,302$8,753$71,055

Board Members and Trustees

NameTitle
Steve PatronasChair
Don HoagChair Elect
Amy RutledgeDirector
David GundersonDirector
Deb GoodDirector
Gary HolquistDirector
Jon WellesDirector
Laura FredricksonDirector
Mike Dosan JrDirector
Peter RaukarDirector
Terri HallbackDirector
Todd SiegerDirector
Joel KolquistTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Voyageur Bus CompanyTransportation3941 E CALVARY RD, Duluth, MN 55803$306,192
Revenue and Support

Revenue Composition

Contributions and Grants
$2,392,616
Program Service Revenue
$360,374
Investment Income
$47,541
Other Revenue
$1,866
All Other Contributions
$19,343
Change in Net Assets
$-8,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,802,397
Revenue Not Reported on Form 990
$34,836
Total Revenue per Audited Statements
$2,837,233
Total Revenue per Form 990
$2,802,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,994,600
Other Expenses$816,512
Total Fundraising Expense$15,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,507,851$89,978$2,946$1,600,775
Travel$433,845--$433,845
Payroll Taxes$131,278$20,293$1,019$152,590
Current Officers, Directors, Trustees, and Key Employees-$126,256$11,286$137,542
Depreciation Depletion$107,649$5,319-$112,968
Occupancy$87,770$7,632-$95,402
Other Employee Benefits$76,822$6,151-$82,973
Office Expenses$32,035$18,898-$50,933
Insurance$20,765$27,849-$48,614
Pension Plan Contributions$20,720--$20,720
Information Technology$5,371$4,395-$9,766
Advertising-$9,227-$9,227
Fees for Services Accounting-$4,835-$4,835
Fees for Service Investment Mgmnt Fees-$4,608-$4,608
Other Expenses$250$203-$453
Total Functional Expenses$2,441,067$354,794$15,251$2,811,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,815,962
Expenses per Audited Statements$2,811,112
Total Expenses per Form 990$2,811,112
Expenses Not Reported on Form 990$4,850
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
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

“A copy of the form 990 is e-mailed to all members of the audit committee and to the board chair. They review the form 990 in detail and respond with any comments to the director of finance and operations. After receiving responses from all members, any necessary changes are made. After all board members are informed of the changes the executive director signs the form 990 and the director of finance and operations ensures a timely filing.”

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

“The governance committee reviews all conflict of interest forms signed by the board members, develops a summary of the forms, and distributes the summary to the board on an annual basis.”

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

“Compensation for the executive director is determined by the board of directors during the annual budget process. Consideration is given to competitive market pay rates, salary surveys, state legislative prerogatives, and available funding. The board's executive committee evaluates the executive director's performance annually and makes recommendations to the full board”

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

“The compensation review process for key employees is the same as the process for the executive director as described in 15a above.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy forms, and financial statements are made available to the public upon request. This information is maintained in the business office and all reasonable requests will be met.”

Filing and Contact Details

Filer

Filer Name
Udac Inc
EIN
41-0856115
Phone
2187225867
Address
500 EAST 10TH STREET, DULUTH, MN 55805

Signing Officer

Name
Laurie Berner
Title
Executive Director
Phone
2187225867
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Berner
Formed
1969
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
224
Volunteers
11

Preparer

Firm
Esterbrooks Scott Signorelli Etal Ltd
Address
302 W SUPERIOR ST STE200, DULUTH, MN 55802
Preparer
Michael a Pederson
Phone
2187276846
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Udac follows the recognition requirements of uncertain tax positions, if any, as required by generally accepted accounting principles. Udac has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates and as of december 31, 2014 and 2013, udac had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Udac is no longer subject to u.s. Federal, state or local income tax examinations by tax authorities generally for tax years before 2011.”

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22477
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02181
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt03475
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IRS990/PYRevenuesLessExpensesAmt0-9335
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IRS990/ReconcilationRevenueExpnssAmt0-8715
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,132,347
Liabilities
$134,247
Net assets
$2,998,100
Revenue
$2,802,397
Expenses
$2,811,112
Net income
-$8,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.19$5.39$1.49$1.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.21$5.19$1.54$1.44$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.27$4.86$1.18$1.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.35$5.53$1.06$1.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.49$5.43$1.28$1.39$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.20$5.46$2.72$2.97$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.20$5.47$5.59$3.26$2.32
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.20$3.30$2.88$3.05$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.21$3.33$3.22$3.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.21$3.20$3.17$2.93$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.13$3.00$2.80$2.81$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.11$2.98$2.66$2.67$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.12$2.85$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.11$2.82$2.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.10$2.72$2.72