Civic Intelligence

Southern Minnesota Independent Living Enterprises & Services

990 • Fiscal year 2020 • EIN 41-1616061

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 21, 2021

Organization ProfileWWW.SMILESCIL.ORG
709 South Front StreetMankato, MN 56001-3887

(507) 345-7139

Siviq Scores

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

Liabilities / Assets

80th percentile

0.49x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.25x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

36th percentile

-0.1%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$90,548

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-8.2%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,208,182

Up $388,313 (+47%) from 2019

Net Assets

Down

$620,768

Down $4,524 (-0.7%) from 2019

Liabilities

Up

$587,414

Up $392,837 (+202%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin36th percentile

Revenue

Down

$2,316,035

Down $205,902 (-8.2%) from 2019

Expenses

Down

$2,319,452

Down $130,357 (-5.3%) from 2019

Net Income

Down

-$3,417

Down $75,545 (-105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $674,424Liabilities 2011: $179,938Net Assets 2011: $494,4862011Assets 2012: $650,183Liabilities 2012: $128,166Net Assets 2012: $522,0172012Assets 2013: $655,383Liabilities 2013: $120,312Net Assets 2013: $535,0712013Assets 2014: $677,783Liabilities 2014: $121,482Net Assets 2014: $556,3012014Assets 2015: $717,442Liabilities 2015: $147,445Net Assets 2015: $569,9972015Assets 2016: $747,723Liabilities 2016: $175,293Net Assets 2016: $572,4302016Assets 2017: $832,312Liabilities 2017: $238,962Net Assets 2017: $593,3502017Assets 2018: $747,897Liabilities 2018: $197,169Net Assets 2018: $550,7282018Assets 2019: $819,869Liabilities 2019: $194,577Net Assets 2019: $625,2922019Assets 2020: $1,208,182Liabilities 2020: $587,414Net Assets 2020: $620,7682020Assets 2021: $1,260,517Liabilities 2021: $291,957Net Assets 2021: $968,5602021Assets 2022: $1,234,367Liabilities 2022: $276,576Net Assets 2022: $957,7912022Assets 2023: $1,942,961Liabilities 2023: $832,345Net Assets 2023: $1,110,6162023Assets 2024: $2,213,428Liabilities 2024: $772,480Net Assets 2024: $1,440,9482024Assets 2025: $2,337,706Liabilities 2025: $702,552Net Assets 2025: $1,635,1542025

Highlighted filing

2020

Assets$1,208,182
Liabilities$587,414
Net Assets$620,768
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,996,6352011Expenses 2012: $1,899,4292012Revenue 2013: $1,943,091Expenses 2013: $1,945,299Net Income 2013: -$2,2082013Revenue 2014: $1,979,348Expenses 2014: $1,987,807Net Income 2014: -$8,4592014Revenue 2015: $2,155,194Expenses 2015: $2,142,651Net Income 2015: $12,5432015Revenue 2016: $2,337,903Expenses 2016: $2,328,354Net Income 2016: $9,5492016Revenue 2017: $2,601,250Expenses 2017: $2,598,072Net Income 2017: $3,1782017Revenue 2018: $2,640,108Expenses 2018: $2,685,179Net Income 2018: -$45,0712018Revenue 2019: $2,521,937Expenses 2019: $2,449,809Net Income 2019: $72,1282019Revenue 2020: $2,316,035Expenses 2020: $2,319,452Net Income 2020: -$3,4172020Revenue 2021: $2,496,081Expenses 2021: $2,217,506Net Income 2021: $278,5752021Revenue 2022: $2,245,966Expenses 2022: $2,171,234Net Income 2022: $74,7322022Revenue 2023: $2,765,485Expenses 2023: $2,640,390Net Income 2023: $125,0952023Revenue 2024: $3,413,808Expenses 2024: $3,126,736Net Income 2024: $287,0722024Revenue 2025: $3,778,881Expenses 2025: $3,636,496Net Income 2025: $142,3852025

Highlighted filing

2020

Revenue$2,316,035
Expenses$2,319,452
Net Income-$3,417
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 21, 2021
Return Version
2019v5.2
Gross Receipts
$2,317,995
Mission and Program Overview

Mission

Independent living services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$125,030$557,003▲ $431,973
Investments in Publicly Traded Securities$316,624$325,922▲ $9,298
Accounts Receivable$145,843$122,996▼ $22,847
Pledges and Grants Receivable$123,630$110,726▼ $12,904
Prepaid Expenses and Deferred Charges$40,733$43,629▲ $2,896
Land, Buildings, and Equipment, Net$43,172$28,991▼ $14,181
Savings and Temporary Cash Investments$11,471$11,495▲ $24
Total Assets$819,869$1,208,182▲ $388,313
Other Assets Total$13,366$7,420▼ $5,946
Liabilities
Other Liabilities$0$401,700▲ $401,700
Accounts Payable and Accrued Expenses$183,338$181,201▼ $2,137
Deferred Revenue$11,241$4,513▼ $6,728
Total Liabilities$194,579$587,414▲ $392,835
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$599,093$574,304▼ $24,789
Net Assets With Donor Restrictions$26,197$46,464▲ $20,267
Total Net Assets Fund Balance$625,290$620,768▼ $4,522
Total Liabilities and Net Assets / Fund Balance$819,869$1,208,182▲ $388,313

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,259$155,681$182,940
Leasehold Improvements$1,732$26,483$28,215

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$17,646$537--$18,183
2019$15,933$1,713--$17,646
2018$13,701$2,232--$15,933
2017$13,701---$13,701
2016$13,243$458--$13,701
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie DanberryExecutive DirectorFT$78,346$12,202$90,548

Board Members and Trustees

NameTitle
Dan RobinsonPresident
Tom WinterVice President
Alyssa NelsonDirector
Cindy HagenDirector
Ione Crain CoxDirector
Jean MartiDirector
Jerry BrietkreuitzDirector
John AakerDirector
Nancy GoettlDirector
Sharon TaylorDirector
Kirsten RosackerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$703,099
Program Service Revenue
$1,601,412
Investment Income
$11,524
Other Revenue
$0
All Other Contributions
$703,099
Change in Net Assets
$-3,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,316,035
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,107
Total Revenue per Audited Statements
$2,314,928
Total Revenue per Form 990
$2,316,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,968,360
Other Expenses$351,092
Total Fundraising Expense$25,851
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,441,088$155,404$17,552$1,614,044
Payroll Taxes$120,709$11,752$1,405$133,866
Other Employee Benefits$98,468$34,239$92$132,799
Current Officers, Directors, Trustees, and Key Employees$75,926$10,748$977$87,651
Occupancy$68,172$15,855$1,759$85,786
Insurance$37,607$5,366$595$43,568
All Other Expenses$22,400$9,331$2,332$34,063
Travel$33,450$518-$33,968
Advertising$26,336$1,530-$27,866
Fees for Services Other$11,281$16,014$251$27,546
Depreciation Depletion-$14,181-$14,181
Other Expenses$9,761$3,892$72$13,725
Office Expenses$7,178$1,691$41$8,910
Conferences and Meetings$208$145-$353
Total Functional Expenses$2,009,179$284,422$25,851$2,319,452

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,319,452
Total Expenses per Audited Statements$2,319,452
Total Expenses per Form 990$2,319,452
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$401,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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 A, Line 8B

“The organization does not have any committees that have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is reviewed by the finance committee and then given to the board for review and approval.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors the compliance by officers, directors and key employees with the conflict of interest policy on an on-going basis. Potential conflicts are viewed and determinations of conflicts are determined at the board of directors level. The board of directors exercise due diligence to determine whether the organization can obtain a more advantageous or favorable arrangement in the organization's best interest; with that information the board of directors shall make its decision as to whether to enter into the transaction or arrangement. The minutes of the governing board and all committees with board delegated powers shall contain: a. The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the governing board's or committee's decision as to whether a conflict of interest in fact existed. B. The names of the persons who were present for the discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection with the proceedings.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interst policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Minnesota Independent
EIN
41-1616061
Phone
5073457139
Address
709 SOUTH FRONT STREET, MANKATO, MN 56001-3887

Signing Officer

Name
Bonnie Danberry
Title
Executive Officer
Phone
5073457139
Signed
2021-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie Danberry
Formed
1989
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
143
Volunteers
55

Preparer

Firm
Cliftonlarsonallen Llp
Address
109 N MAIN STREET SUITE 200, AUSTIN, MN 55912
Preparer
Lindsay Tweeten
Phone
5074347000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase in cash value life insurance 538. Rounding 3.”

FORM 990, PART XII, LINE 2C:

“The process for oversight of the audit and selection of the independent accountant has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The intention of the organization's endowment funds are to allow the earnings to be used to serve the organization's primary exempt purpose.”

PART X, LINE 2:

“Southern minnesota independent living enterprises and services, inc. Qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code (irc). Therefore, no provision for income taxes has been reflected in these financial statements. In addition, the organization has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509(a) of the irc. The organization has adopted the income tax standard regarding the recognition and measurement of uncertain tax positions and has determined that it has no uncertain tax positions as of june 30, 2020 and 2019.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Increase in cash value life insurance 538. Rounding 1.”

Raw XML AppendixShowing 400 of 503 raw XML fields

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/Desc0THE ORGANIZATION OPERATES A CENTER FOR INDEPENDENT LIVING FOR DISABLED INDIVIDUALS PROVIDING A MEANINGFUL AND COMPLETE COMBINATION OF INDEPENDENT LIVING SERVICES. SERVICES INCLUDE BUT ARE NOT LIMITED TO INDEPENDENT LIVING SKILLS TRAINING, ASSISTIVE TECHNOLOGY, ADVOCACY, PCA CHOICE, PEER COUNSELING, RAMP PROJECTS, INFORMATION AND REFERRAL AND RECREATION. (APPROXIMATELY 2,899 CLIENTS SERVED)
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0595
IRS990/InsuranceGrp/ManagementAndGeneralAmt05366
IRS990/InsuranceGrp/ProgramServicesAmt037607
IRS990/InsuranceGrp/TotalAmt043568
IRS990/InvestmentIncomeGrp/ExclusionAmt013484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013484
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0316624
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0325922
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0182164
IRS990/LandBldgEquipBasisNetGrp/BOYAmt043172
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028991
IRS990/LandBldgEquipCostOrOtherBssAmt0211155
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01960
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO SUPPORT PEOPLE WITH DISABILITIES TO REALIZE THEIR FULL POTENTIAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0625290
IRS990/NetAssetsOrFundBalancesEOYAmt0620768
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1960
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1646
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0599093
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0574304
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01759
IRS990/OccupancyGrp/ManagementAndGeneralAmt015855
IRS990/OccupancyGrp/ProgramServicesAmt068172
IRS990/OccupancyGrp/TotalAmt085786
IRS990/OfficeExpensesGrp/FundraisingAmt041
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01691
IRS990/OfficeExpensesGrp/ProgramServicesAmt07178
IRS990/OfficeExpensesGrp/TotalAmt08910
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013366
IRS990/OtherAssetsTotalGrp/EOYAmt07420
IRS990/OtherChangesInNetAssetsAmt0541
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt092
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034239
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt098468
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0132799
IRS990/OtherExpensesGrp/Desc0RAMP MATERIALS
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3SMALL EQUIPMENT & REPAI
IRS990/OtherExpensesGrp/FundraisingAmt0420
IRS990/OtherExpensesGrp/FundraisingAmt1355
IRS990/OtherExpensesGrp/FundraisingAmt272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03756
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13892
IRS990/OtherExpensesGrp/ProgramServicesAmt024507
IRS990/OtherExpensesGrp/ProgramServicesAmt116430
IRS990/OtherExpensesGrp/ProgramServicesAmt215658
IRS990/OtherExpensesGrp/ProgramServicesAmt39761
IRS990/OtherExpensesGrp/TotalAmt024507
IRS990/OtherExpensesGrp/TotalAmt120606
IRS990/OtherExpensesGrp/TotalAmt216013
IRS990/OtherExpensesGrp/TotalAmt313725
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0401700
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017552
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0155404
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01441088
IRS990/OtherSalariesAndWagesGrp/TotalAmt01614044
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01405
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011752
IRS990/PayrollTaxesGrp/ProgramServicesAmt0120709
IRS990/PayrollTaxesGrp/TotalAmt0133866
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123630
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0110726
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040733
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043629
IRS990/PrincipalOfficerNm0BONNIE DANBERRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01601412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01601412
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0780245
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014795
IRS990/PYOtherExpensesAmt0376102
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01726897
IRS990/PYRevenuesLessExpensesAmt073378
IRS990/PYSalariesCompEmpBnftPaidAmt02072457
IRS990/PYTotalExpensesAmt02448559
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02521937
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3417
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01601412
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011471
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0725837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0780245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0811788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0759313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0495476
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03572659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010632
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063809
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08780134
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98250
IRS990ScheduleA/PublicSupportPY170Pct00.98540
IRS990ScheduleA/PublicSupportTotal170Amt03572659
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0725837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0780245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0811788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0759313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0495476
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03572659
IRS990ScheduleA/TotalSupportAmt03636468
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017646
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0537
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018183
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt015933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017646
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt015933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt013701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt013243
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0458
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt013701
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt027259
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0155681
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182940
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02319452
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01732
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026483
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt028215
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1646
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0401700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCE
IRS990ScheduleD/OtherRevenueAmt0539
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-1107
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02316035
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENTION OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO ALLOW THE EARNINGS TO BE USED TO SERVE THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SOUTHERN MINNESOTA INDEPENDENT LIVING ENTERPRISES AND SERVICES, INC. QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 AND 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INCREASE IN CASH VALUE LIFE INSURANCE 538. ROUNDING 1.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028991

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,208,182
Liabilities
$587,414
Net assets
$620,768
Revenue
$2,316,035
Expenses
$2,319,452
Net income
-$3,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.34$0.70$1.64$3.78$3.64$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.77$1.44$3.41$3.13$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.83$1.11$2.77$2.64$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.28$0.96$2.25$2.17$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.29$0.97$2.50$2.22$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.59$0.62$2.32$2.32$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.19$0.63$2.52$2.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.20$0.55$2.64$2.69$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.24$0.59$2.60$2.60$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$2.34$2.33$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.15$0.57$2.16$2.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.12$0.56$1.98$1.99$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.12$0.54$1.94$1.95$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.13$0.52$1.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.18$0.49$2.00
Peer Organizations

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