Civic Intelligence

Southside Services Inc.

990 • Fiscal year 2017 • EIN 41-1234377

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 10, 2018

1845 E Lake StMinneapolis, MN 55407

(612) 721-1696

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.01x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$56,232

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$203,498

Up $56,635 (+39%) from 2016

Net Assets

Up

$197,825

Up $51,314 (+35%) from 2016

Liabilities

Up

$5,673

Up $5,321 (+1512%) from 2016

Revenue

Up

$434,174

Up $89,534 (+26%) from 2016

Expenses

Up

$382,860

Up $85,847 (+29%) from 2016

Net Income

Up

$51,314

Up $3,687 (+7.7%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $88,239Liabilities 2011: $333Net Assets 2011: $87,9062011Assets 2012: $62,514Liabilities 2012: $1752012Assets 2014: $60,096Liabilities 2014: $250Net Assets 2014: $59,8462014Assets 2015: $98,703Liabilities 2015: -$179Net Assets 2015: $98,8822015Assets 2016: $146,863Liabilities 2016: $352Net Assets 2016: $146,5112016Assets 2017: $203,498Liabilities 2017: $5,673Net Assets 2017: $197,8252017Assets 2018: $183,975Liabilities 2018: $137Net Assets 2018: $183,8382018Assets 2019: $202,040Liabilities 2019: $3,127Net Assets 2019: $198,9132019Assets 2020: $185,414Liabilities 2020: $3,611Net Assets 2020: $181,8032020Assets 2021: $199,427Liabilities 2021: $420Net Assets 2021: $199,0072021Assets 2022: $198,985Liabilities 2022: $113Net Assets 2022: $198,8722022Assets 2023: $206,076Liabilities 2023: $365Net Assets 2023: $205,7112023Assets 2024: $136,074Liabilities 2024: $648Net Assets 2024: $135,4262024

Highlighted filing

2017

Assets$203,498
Liabilities$5,673
Net Assets$197,825

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $259,240Expenses 2011: $243,539Net Income 2011: $15,7012011Revenue 2012: $127,444Expenses 2012: $153,011Net Income 2012: -$25,5672012Revenue 2014: $214,444Expenses 2014: $225,020Net Income 2014: -$10,5762014Revenue 2015: $284,596Expenses 2015: $273,713Net Income 2015: $10,8832015Revenue 2016: $344,640Expenses 2016: $297,013Net Income 2016: $47,6272016Revenue 2017: $434,174Expenses 2017: $382,860Net Income 2017: $51,3142017Revenue 2018: $421,090Expenses 2018: $435,818Net Income 2018: -$14,7282018Revenue 2019: $462,243Expenses 2019: $447,246Net Income 2019: $14,9972019Revenue 2020: $472,583Expenses 2020: $489,693Net Income 2020: -$17,1102020Revenue 2021: $475,874Expenses 2021: $458,670Net Income 2021: $17,2042021Revenue 2022: $467,280Expenses 2022: $467,417Net Income 2022: -$1372022Revenue 2023: $459,278Expenses 2023: $453,836Net Income 2023: $5,4422023Revenue 2024: $446,143Expenses 2024: $490,697Net Income 2024: -$44,5542024

Highlighted filing

2017

Revenue$434,174
Expenses$382,860
Net Income$51,314
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 10, 2018
Return Version
2017v2.2
Gross Receipts
$434,174
Mission and Program Overview

Mission

Southside services' mission is to enhance the capacity of adults and youth (ages 16+) with cognitive and developmental disabilities to become increasingly active, contributing members of their community. Southside services achieves its mission via three integrated programs that in 2018 served 99 participants living in hennepin county.

The mission of Southside Services is to enhance the capacity of adults and youth with cognitive and other developmental disabilities to become increasingly active, contributing members of their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$88,930$152,442▲ $63,512
Accounts Receivable$54,387$41,428▼ $12,959
Cash and Non-Interest-Bearing Accounts$502$6,584▲ $6,082
Prepaid Expenses and Deferred Charges$1,844$1,844→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$146,863$203,498▲ $56,635
Other Assets Total$1,200$1,200→ $0
Liabilities
Accounts Payable and Accrued Expenses-$5,673-
Other Liabilities$352--
Total Liabilities$352$5,673▲ $5,321
Net Assets / Fund Balance
Unrestricted Net Assets$98,542$197,068▲ $98,526
Temporarily Rstr Net Assets$47,969$757▼ $47,212
Total Net Assets Fund Balance$146,511$197,825▲ $51,314
Total Liabilities and Net Assets / Fund Balance$146,863$203,498▲ $56,635
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua MunschExecutive DirectorFT$51,459$4,773$56,232

Board Members and Trustees

NameTitle
Marge HartfelPresident
Leah GoffVice President
Jeanne ForbesDirector
Matthew PetersonDirector
Rhianon BeckendorfDirector
Bob FrawleySecretary
Bryan MarkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$433,674
Program Service Revenue
$0
Investment Income
$500
Other Revenue
$0
All Other Contributions
$28,069
Change in Net Assets
$51,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$298,489
Other Expenses$84,371
Total Fundraising Expense$12,899
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,556--$186,556
Current Officers, Directors, Trustees, and Key Employees$19,596$25,002$11,634$56,232
Payroll Taxes$28,353$7,183$828$36,364
Travel$30,461$199-$30,660
Other Employee Benefits$19,337--$19,337
Occupancy$13,234--$13,234
Insurance$10,062$98$56$10,216
Office Expenses$7,759$36$381$8,176
Information Technology$6,181$1,065-$7,246
Fees for Services Accounting-$3,920-$3,920
Conferences and Meetings$3,408$200-$3,608
Fees for Services Other-$590-$590
Other Expenses$400$225-$400
All Other Expenses$136$171-$307
Total Functional Expenses$331,272$38,689$12,899$382,860
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Part VI, Line 11B: Form 990 Review Process

The draft copy of the form 990 was provided to all members of the Board of Directors for their review. Any comments or questions were resolved before the final version of the form 990 was signed by the board treasurer.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Board of Directors review and monitor compliance with the conflict of interest policy at it regularly scheduled board meetings.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The chairperson of the board recommends to the Board of Directors any compensation changes for employees of the organization including officers. Board approval is required for any compensation changes.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The chairperson of the board recommends to the Board of Directors any compensation changes for employees of the organization including officers. Board approval is required for any compensation changes.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Southside Services Inc
EIN
41-1234377
Phone
6127211696
Address
1845 E Lake St, Minneapolis, MN 55407

Signing Officer

Name
Bryan Marker
Title
Treasurer
Signed
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Marker
Formed
1974
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
8

Preparer

Firm
Carpenter Evert & Associates
Address
7760 France Ave S 940, Bloomington, MN 55435
Preparer
Neal O Evert CPA
Phone
9528310085
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IRS990/Desc0Community Connections-To help adults with cognitive and developmental disabilities achieve "My Life, My Way", we provide one-on-one support. We help where help is needed - and only where help is needed - so our "Community Connections" program looks different for every person we serve. It can mean helping a client navigate the health care system or assisting with phone calls to the bank or the Social Security office. Our staff provide whatever individuals need to meet goals of independence.Sometimes those are formal goals, but more often they are informal. When someone needs to move, we help. When someone is anxious about going to a medical appointment, we go along. We get to know our clients and we learn what is hard for each of them. That's why Community Connections looks different for every person we serve. It's all about helping adults live out our motto, "My Life, My Way."
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0186556
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0828
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07183
IRS990/PayrollTaxesGrp/ProgramServicesAmt028353
IRS990/PayrollTaxesGrp/TotalAmt036364
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01844
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01844
IRS990/PrincipalOfficerNm0Bryan Marker
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Therapeutic Recreation-fills a significant gap by providing consistent, low-cost recreation activities that are available to socially isolated adults with disabilities living in Minneapolis. The group recreation outings reinforce physical activity, healthy lifestyles and healthy social behaviors for the clients. Much more than just "social outings", recreational activities are a critically important vehicle for building social skills and confidence, reducing social isolation, building a family of support, promoting community integration and creating numerous "teachable moments" that support healthy behaviors and independent living.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt067885
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0344640
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt070446
IRS990/PYRevenuesLessExpensesAmt047627
IRS990/PYSalariesCompEmpBnftPaidAmt0226567
IRS990/PYTotalExpensesAmt0297013
IRS990/PYTotalRevenueAmt0344640
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt051314
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt088930
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0152442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0433674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0344640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0284296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0214444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0195333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01472387
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01472387
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0433674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0344640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0284296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0214444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0195333
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01472387
IRS990ScheduleA/TotalSupportAmt01472887
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The draft copy of the form 990 was provided to all members of the Board of Directors for their review. Any comments or questions were resolved before the final version of the form 990 was signed by the board treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors review and monitor compliance with the conflict of interest policy at it regularly scheduled board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The chairperson of the board recommends to the Board of Directors any compensation changes for employees of the organization including officers. Board approval is required for any compensation changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The chairperson of the board recommends to the Board of Directors any compensation changes for employees of the organization including officers. Board approval is required for any compensation changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The form 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt047969
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0757
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0146863
IRS990/TotalAssetsEOYAmt0203498
IRS990/TotalAssetsGrp/BOYAmt0146863
IRS990/TotalAssetsGrp/EOYAmt0203498
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0433674
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012899
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0331272
IRS990/TotalFunctionalExpensesGrp/TotalAmt0382860
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0352
IRS990/TotalLiabilitiesEOYAmt05673
IRS990/TotalLiabilitiesGrp/BOYAmt0352
IRS990/TotalLiabilitiesGrp/EOYAmt05673
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0197825
IRS990/TotalOtherCompensationAmt04773
IRS990/TotalProgramServiceExpensesAmt0331272
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt051459
IRS990/TotalRevenueGrp/ExclusionAmt0500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0434174
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0146863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0203498
IRS990/TravelGrp/ManagementAndGeneralAmt0199
IRS990/TravelGrp/ProgramServicesAmt030461
IRS990/TravelGrp/TotalAmt030660
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt098542
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0197068
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0http://www.southsideservices.org/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryan Marker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$4.46$4.91$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$4.59$4.54$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$4.67$4.67$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$4.76$4.59$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.04$1.82$4.73$4.90$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.03$1.99$4.62$4.47$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$4.21$4.36$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.06$1.98$4.34$3.83$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$3.45$2.97$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.85$2.74$0.11
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$2.14$2.25$0.11
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$1.27$1.53$0.26
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$2.59$2.44$0.16