Civic Intelligence

Quality Progressions

990 • Fiscal year 2011 • EIN 41-2130419

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 09, 2012

1339 Chestnut Street No 70019107-3519
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,729,031

Flat from 2011

Net Assets

Flat

$2,406,878

Flat from 2011

Liabilities

Flat

$322,153

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$4,914,162

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,729,031Liabilities 2011: $322,153Net Assets 2011: $2,406,8782011Assets 2011: $2,729,031Liabilities 2011: $322,153Net Assets 2011: $2,406,8782011Assets 2012: $2,791,883Liabilities 2012: $321,880Net Assets 2012: $2,470,0032012Assets 2013: $3,069,423Liabilities 2013: $381,203Net Assets 2013: $2,688,2202013Assets 2014: $3,488,130Liabilities 2014: $422,287Net Assets 2014: $3,065,8432014Assets 2015: $2,903,175Liabilities 2015: $523,580Net Assets 2015: $2,379,5952015Assets 2016: $2,690,731Liabilities 2016: $578,495Net Assets 2016: $2,112,2362016Assets 2017: $2,534,916Liabilities 2017: $601,954Net Assets 2017: $1,932,9622017Assets 2018: $2,606,074Liabilities 2018: $641,397Net Assets 2018: $1,964,6772018Assets 2019: $2,578,404Liabilities 2019: $527,871Net Assets 2019: $2,050,5332019Assets 2020: $4,336,620Liabilities 2020: $1,568,023Net Assets 2020: $2,768,5972020Assets 2021: $5,774,386Liabilities 2021: $374,233Net Assets 2021: $5,400,1532021Assets 2022: $6,576,388Liabilities 2022: $477,805Net Assets 2022: $6,098,5832022Assets 2023: $7,493,164Liabilities 2023: $1,526,045Net Assets 2023: $5,967,1192023Assets 2025: $9,503,564Liabilities 2025: $2,943,078Net Assets 2025: $6,560,4862025

Highlighted filing

2011

Assets$2,729,031
Liabilities$322,153
Net Assets$2,406,878

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,914,1622011Revenue 2011: $6,622,105Expenses 2011: $4,914,162Net Income 2011: $1,707,9432011Expenses 2012: $5,097,0902012Expenses 2013: $5,971,3092013Revenue 2014: $7,281,553Expenses 2014: $6,903,930Net Income 2014: $377,6232014Revenue 2015: $6,702,406Expenses 2015: $7,388,654Net Income 2015: -$686,2482015Revenue 2016: $7,411,565Expenses 2016: $7,678,924Net Income 2016: -$267,3592016Revenue 2017: $7,229,207Expenses 2017: $7,408,481Net Income 2017: -$179,2742017Revenue 2018: $7,788,861Expenses 2018: $7,757,146Net Income 2018: $31,7152018Revenue 2019: $7,853,129Expenses 2019: $7,767,273Net Income 2019: $85,8562019Revenue 2020: $8,339,903Expenses 2020: $7,621,839Net Income 2020: $718,0642020Revenue 2021: $10,649,267Expenses 2021: $8,017,711Net Income 2021: $2,631,5562021Revenue 2022: $8,865,995Expenses 2022: $8,167,565Net Income 2022: $698,4302022Revenue 2023: $8,508,023Expenses 2023: $8,639,487Net Income 2023: -$131,4642023Revenue 2025: $9,043,238Expenses 2025: $8,809,738Net Income 2025: $233,5002025

Highlighted filing

2011

Revenue-
Expenses$4,914,162
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 9, 2012
Return Version
2010v3.4
Gross Receipts
$6,622,105
Mission and Program Overview

Mission

The mission of the organization is to be people driven, committed and progressive in our relationship to individuals with disabilities and their families.the organization assists individuals with intellectual disabilities by locating, coordinating and monitoring services to meet the individual's needs. The organization's skilled case workers, known as supports coordinators work with the individuals and their families to develop life plans that encompass living and working arrangements, ongoing service needs and any other resources that will help the individual lead healthy and fulfilling lives. Supports coordinators then continue to monitor each individual's progress to ensure that services and accommodations are effective and appropriate, that individual's are integrated into their families and their communities, and individual plans are modified to reflect changes in each individual's needs or circumstances.

Filing and Contact Details

Filer

EIN
41-2130419
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0MR. GRANT IS ON THE BOARD OF DIRECTORS AND IS AN EMPLOYEE OF ALLIANT INSURANCE SERVICES WHICH IS THE INSURANCE BROKER FOR THE ORGANIZATION'S MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS.
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IRS990ScheduleO/GeneralExplanation/Explanation0COPIES OF FORM 990 ARE DISTRIBUTED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND THEY WILL BE GIVEN THE OPPORTUNITY TO PROVIDE FEEDBACK.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SIGNS THE CONFLICT OF INTEREST POLICY. DISCLOSURE OF ANY CONFLICTS ARE NOTED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE EXECUTIVE COMMITTEE COMPLETES AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR AT THE END OF EACH FISCAL YEAR. UPON COMPLETEION OF THIS REVIEW, THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE ANNUAL SALARY OF THE EXECUTIVE DIRECTOR. THIS RECOMMENDATION IS PRESENTED TO THE FULL BOARD AT THE MAY OR JUNE MEETING FOR A VOTE BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR EXCUSES HIMSELF FROM THE DISCUSSION WHILE THE FULL BOARD VOTES ON HIS ANNUAL SALARY. THE MINUTES OF THAT BOARD MEETING REFLECT THE ANNUAL SALARY FOR THE EXECUTIVE DIRECTOR. ALL OTHER EMPLOYEES ARE SUBJECT TO PERFORMANCE REVIEWS AND ANNUAL INCREASES WHICH ARE CONSISTENT WITH OUR EMPLOYEE'S PRACTICES. THE ANNUAL PERFORMANCE REVIEW IS PERFORMED FOR EACH EMPLOYEE BY THEIR SUPERVISOR.
IRS990ScheduleO/GeneralExplanation/Explanation3MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR WHICH HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0PA
IRS990/StatesWhereCopyOfReturnIsFiled0PA
IRS990/TaxableDistributions00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101339 CHESTNUT STREET SUITE 700
IRS990/TheBooksAreInCareOf/AddressUS/City0PHILADELPHIA
IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode019107
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JOEL GOLDBERG
IRS990/TheBooksAreInCareOf/TelephoneNumber02677652000
IRS990/TotalAssets/BOY01852690
IRS990/TotalAssetsBOY01852690
IRS990/TotalAssets/EOY02729031
IRS990/TotalAssetsEOY02729031
IRS990/TotalCompGT150K00
IRS990/TotalContributions06618662
IRS990/TotalExpensesCurrentYear04914162
IRS990/TotalExpensesPriorYear04339738
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0651754
IRS990/TotalFunctionalExpenses/ProgramServices04262408
IRS990/TotalFunctionalExpenses/Total04914162
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY01153755
IRS990/TotalLiabilitiesBOY01153755
IRS990/TotalLiabilities/EOY0322153
IRS990/TotalLiabilitiesEOY0322153
IRS990/TotalLiabNetAssetsFundBalances/BOY01852690
IRS990/TotalLiabNetAssetsFundBalances/EOY02729031
IRS990/TotalNbrEmployees079
IRS990/TotalNbrVolunteers08
IRS990/TotalNetAssetsFundBalances/BOY0698935
IRS990/TotalNetAssetsFundBalances/EOY02406878
IRS990/TotalOtherCompensation04905
IRS990/TotalOtherRevenue0135
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense04262408
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0128090
IRS990/TotalRevenueCurrentYear06622105
IRS990/TotalRevenue/ExclusionAmount03443
IRS990/TotalRevenuePriorYear04593233
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn06622105
IRS990/TotalRevenue/UnrelatedBusinessRevenue00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$2.94$6.56$9.04$8.81$0.23
2023Summary only. Only limited summary data is available for this year.$7.49$1.53$5.97$8.51$8.64$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.48$6.10$8.87$8.17$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.37$5.40$10.6$8.02$2.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$1.57$2.77$8.34$7.62$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.53$2.05$7.85$7.77$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.64$1.96$7.79$7.76$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.60$1.93$7.23$7.41$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.58$2.11$7.41$7.68$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.52$2.38$6.70$7.39$0.69
2014Summary only. Only limited summary data is available for this year.$3.49$0.42$3.07$7.28$6.90$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.38$2.69$5.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.32$2.47$5.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.32$2.41$4.91
2011Summary only. Only limited summary data is available for this year.$2.73$0.32$2.41$6.62$4.91$1.71