Civic Intelligence

Southside Services Inc.

990 • Fiscal year 2023 • EIN 41-1234377

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

3702 E Lake StMinneapolis, MN 55406

(612) 721-1696

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$76,240

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-1.7%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$206,076

Up $7,091 (+3.6%) from 2022

Net Assets

Up

$205,711

Up $6,839 (+3.4%) from 2022

Liabilities

Up

$365

Up $252 (+223%) from 2022

Revenue

Down

$459,278

Down $8,002 (-1.7%) from 2022

Expenses

Down

$453,836

Down $13,581 (-2.9%) from 2022

Net Income

Up

$5,442

Up $5,579 (+4072%) from 2022

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

2023

Assets$206,076
Liabilities$365
Net Assets$205,711

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

2023

Revenue$459,278
Expenses$453,836
Net Income$5,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Gross Receipts
$459,278
Mission and Program Overview

Mission

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

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$120,329$147,150▲ $26,821
Cash and Non-Interest-Bearing Accounts$22,473$27,611▲ $5,138
Accounts Receivable$50,028$26,472▼ $23,556
Land, Buildings, and Equipment, Net$3,843$3,843→ $0
Total Assets$198,985$206,076▲ $7,091
Other Assets Total$2,312$1,000▼ $1,312
Liabilities
Accounts Payable and Accrued Expenses$113$365▲ $252
Total Liabilities$113$365▲ $252
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$198,872$205,711▲ $6,839
Total Net Assets Fund Balance$198,872$205,711▲ $6,839
Total Liabilities and Net Assets / Fund Balance$198,985$206,076▲ $7,091

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,843$3,144$6,987
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joshua MunschExecutive DirectorFT$76,240$76,240

Board Members and Trustees

NameTitle
Bob FrawleyPresident
Drake MccrearyDirector
Rhianon BeckendorfDirector
Stephanie NelsonDirector
Jeanne ForbesSecretary
Bryan MarkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$456,573
Program Service Revenue
$0
Investment Income
$1,065
Other Revenue
$1,640
All Other Contributions
$8,166
Change in Net Assets
$5,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$364,999
Other Expenses$88,837
Total Fundraising Expense$10,947
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$272,322$31,301$9,387$313,010
Travel$28,538$277-$28,815
Other Employee Benefits$24,455$2,811$843$28,109
Payroll Taxes$20,775$2,388$717$23,880
Insurance$12,262--$12,262
Office Expenses$10,367$698-$11,065
Occupancy$7,200--$7,200
Fees for Services Accounting-$6,610-$6,610
Information Technology$6,047$407-$6,454
Other Expenses$1,639--$1,639
Depreciation Depletion$1,397--$1,397
All Other Expenses$129--$129
Total Functional Expenses$398,397$44,492$10,947$453,836
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
Business relationship with 35% controlled entity
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, Section B, Line 11B

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, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15

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, Section C, Line 18

The form 990 is available upon request.

Form 990, Part VI, Section C, Line 19

The form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Southside Services Inc
EIN
41-1234377
Phone
6127211696
Address
3702 E LAKE ST, MINNEAPOLIS, MN 55406

Signing Officer

Name
Bryan Marker
Title
Treasurer
Phone
6127211696
Signed
2024-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Marker
Formed
1974
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Carpenter Evert & Associates Ltd
Address
7760 FRANCE AVE S SUITE 940, BLOOMINGTON, MN 55435
Preparer
David Paul
Phone
9528310085
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120329
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0456573
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0465780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0475874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0472582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0461720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02332529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01065
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01065
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0192
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01693
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99660
IRS990ScheduleA/PublicSupportTotal170Amt02332529
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0456573
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0472582
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02332529
IRS990ScheduleA/TotalSupportAmt02335287
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt03843
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06987
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03843
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0198985
IRS990/TotalAssetsEOYAmt0206076
IRS990/TotalAssetsGrp/BOYAmt0198985
IRS990/TotalAssetsGrp/EOYAmt0206076
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0456573
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010947
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044492
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0398397
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0198872
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0398397
IRS990/TotalReportableCompFromOrgAmt076240
IRS990/TotalRevenueGrp/ExclusionAmt01065
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01640
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0459278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0198985
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0206076
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0277
IRS990/TravelGrp/ProgramServicesAmt028538
IRS990/TravelGrp/TotalAmt028815
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.SOUTHSIDESERVICES.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN MARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06127211696
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHSIDE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0411234377
ReturnHeader/Filer/PhoneNum06127211696
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ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411534805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARPENTER EVERT & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 FRANCE AVE S SUITE 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID PAUL
ReturnHeader/ReturnTs02024-06-18T10:04:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARKER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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