Civic Intelligence

Outside the Box Inc.

990 • Fiscal year 2020 • EIN 41-2261668

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

3940 East 56th StreetIndianapolis, IN 46220

(317) 253-6658

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.07x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

48th percentile

$55,000

Higher top officer pay than 48% of similar nonprofits.

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

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

Asset Growth

95th percentile

144%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

51st percentile

1.2%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$1,240,262

Up $731,558 (+144%) from 2019

Net Assets

Up

$1,089,576

Up $644,415 (+145%) from 2019

Liabilities

Up

$150,686

Up $87,143 (+137%) from 2019

Revenue

Up

$2,090,982

Up $24,329 (+1.2%) from 2019

Expenses

Down

$1,415,288

Down $655,961 (-32%) from 2019

Net Income

Up

$675,694

Up $680,290 (+14802%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $41,671Liabilities 2010: $5,249Net Assets 2010: $36,4222010Assets 2011: $219,908Liabilities 2011: $46,138Net Assets 2011: $173,7702011Assets 2012: $189,494Liabilities 2012: $27,160Net Assets 2012: $162,3342012Assets 2013: $228,577Liabilities 2013: $24,631Net Assets 2013: $203,9462013Assets 2014: $289,782Liabilities 2014: $292Net Assets 2014: $289,4902014Assets 2015: $287,765Liabilities 2015: $12,669Net Assets 2015: $275,0962015Assets 2016: $285,997Liabilities 2016: $13,869Net Assets 2016: $272,1282016Assets 2017: $355,605Liabilities 2017: $44,202Net Assets 2017: $311,4032017Assets 2018: $500,088Liabilities 2018: $50,331Net Assets 2018: $449,7572018Assets 2019: $508,704Liabilities 2019: $63,543Net Assets 2019: $445,1612019Assets 2020: $1,240,262Liabilities 2020: $150,686Net Assets 2020: $1,089,5762020Assets 2021: $845,174Liabilities 2021: $420,391Net Assets 2021: $424,7832021Assets 2022: $1,109,360Liabilities 2022: $195,620Net Assets 2022: $913,7402022Assets 2023: $961,601Liabilities 2023: $199,447Net Assets 2023: $762,1542023Assets 2024: $1,119,614Liabilities 2024: $253,299Net Assets 2024: $866,3152024

Highlighted filing

2020

Assets$1,240,262
Liabilities$150,686
Net Assets$1,089,576

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $361,9792010Expenses 2011: $739,5132011Expenses 2012: $902,6262012Revenue 2013: $1,194,175Expenses 2013: $1,152,563Net Income 2013: $41,6122013Revenue 2014: $1,648,059Expenses 2014: $1,566,751Net Income 2014: $81,3082014Revenue 2015: $1,755,521Expenses 2015: $1,769,915Net Income 2015: -$14,3942015Revenue 2016: $1,899,316Expenses 2016: $1,902,284Net Income 2016: -$2,9682016Revenue 2017: $1,984,559Expenses 2017: $1,945,284Net Income 2017: $39,2752017Revenue 2018: $2,230,579Expenses 2018: $2,092,225Net Income 2018: $138,3542018Revenue 2019: $2,066,653Expenses 2019: $2,071,249Net Income 2019: -$4,5962019Revenue 2020: $2,090,982Expenses 2020: $1,415,288Net Income 2020: $675,6942020Revenue 2021: $895,544Expenses 2021: $1,432,210Net Income 2021: -$536,6662021Revenue 2022: $1,977,136Expenses 2022: $1,782,586Net Income 2022: $194,5502022Revenue 2023: $1,796,546Expenses 2023: $1,904,451Net Income 2023: -$107,9052023Revenue 2024: $2,002,205Expenses 2024: $1,898,043Net Income 2024: $104,1622024

Highlighted filing

2020

Revenue$2,090,982
Expenses$1,415,288
Net Income$675,694
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$2,099,317
Mission and Program Overview

Mission

To empower people with disabilities to be leaders in their lives and create meaningful days.

To empower people with disabilities to be leaders in their lives and create meaningful days

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,953$910,591▲ $813,638
Land, Buildings, and Equipment, Net$411,751$329,671▼ $82,080
Total Assets$508,704$1,240,262▲ $731,558
Liabilities
Other Liabilities$62,000$150,000▲ $88,000
Accounts Payable and Accrued Expenses$1,543$686▼ $857
Total Liabilities$63,543$150,686▲ $87,143
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$418,014$1,062,429▲ $644,415
Net Assets With Donor Restrictions$27,147$27,147→ $0
Total Net Assets Fund Balance$445,161$1,089,576▲ $644,415
Total Liabilities and Net Assets / Fund Balance$508,704$1,240,262▲ $731,558

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$329,671$244,929$574,600
Equipment-$37,350$37,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Matthew FultzExecutive DiFT$55,000$55,000

Board Members and Trustees

NameTitle
Barb FlemingPresident
Andi CohenBoard Member
Art MandelbaumBoard Member
Debbie BoppBoard Member
Jennifer SimonBoard Member
Kelly HartmanBoard Member
Marty PostBoard Member
Rhon TranbergBoard Member
Rita KleinschmidtBoard Member
Trent BarnesBoard Member
Jennifer LangeSecretary
Valerie BrennanTreasurer
Dick RhoadVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,324,104
Program Service Revenue
$761,493
Investment Income
$0
Other Revenue
$5,385
All Other Contributions
$1,022,847
Change in Net Assets
$675,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,090,982
Revenue Not Reported on Form 990
$10,255
Total Revenue per Audited Statements
$2,101,237
Total Revenue per Form 990
$2,090,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$996,384
Other Expenses$418,904
Total Fundraising Expense$52,954
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$552,123$196,647$7,563$756,333
Occupancy$111,999$24,000$24,000$159,999
Other Employee Benefits$91,532$32,600$1,254$125,386
Payroll Taxes$43,555$15,513$597$59,665
Current Officers, Directors, Trustees, and Key Employees$40,150$14,300$550$55,000
Depreciation Depletion$36,657$7,855$7,855$52,367
Information Technology-$47,293-$47,293
Insurance$11,581$20,588-$32,169
Office Expenses$2,085$24,493$1,042$27,620
Fees for Services Accounting$6,048$10,752-$16,800
Fees for Services Other$4,945$8,792-$13,737
Travel$9,099$368-$9,467
Other Expenses$5,147$3,835$4,875$4,875
All Other Expenses$1,632$2,484-$4,116
Interest-$1,793-$1,793
Advertising--$470$470
Total Functional Expenses$947,382$414,952$52,954$1,415,288

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,425,543
Expenses per Audited Statements$1,415,288
Total Expenses per Form 990$1,415,288
Expenses Not Reported on Form 990$10,255
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,957
Fundraising Direct Expenses$8,335
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chip in$25,895$8,957-$8,957
Total Events$25,895$8,957$7,107$1,850
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Eidl Loan$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

Outside the box, inc.s form 990 and all related schedules, statements, and attachments are reviewed and approved by the executive director and the director of finance. It will then be reviewed by the president and treasurer of the board, and signed by the executive director.

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

Outside the box, inc. Passes out a questionnaire about conflict of interest to be filled out and returned by each director, officer, and staff member. The policy includes statements about other employment and being related to anyone on the board of directors, and other items that may be an issue.

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

The board of directors vote on the budget at the beginning of the year, which includes a section for payroll. If something falls outside of this budget (the addition of new positions, current staff taking on new duties with a subsequent increase, etc.), the board would be involved in that determination. The board also determines the executive directors compensention, and any increase. Staff compensation rates that fall within the normal budget are determined by a combination of the executive director, the admin team, and the staffs direct supervisor.

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

SAME AS ABOVE

Form 990, Page 6, Part VI, Line 19

Outside the box, inc. Makes its governing documents, and financial statements, as applicable, available to the public upon written request made to the attention of our president and recieved at our corporate office address.

Filing and Contact Details

Filer

Filer Name
Outside the Box Inc
EIN
41-2261668
Phone
3172536658
Address
3940 EAST 56TH STREET, INDIANAPOLIS, IN 46220

Signing Officer

Name
Matthew Fultz
Title
Executive Director
Phone
3172536658
Signed
2021-11-15

Organization Details

Principal Officer
Barb Fleming
Formed
2008
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
60

Preparer

Firm
Alerding CPA Group
Address
4181 E 96TH ST STE 180, INDIANAPOLIS, IN 46240
Preparer
David W Garrett CPA
Phone
3175694181
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Outside the box, inc works with individuals with developmental disabilities that do not fit into models currently offered by area providers. Our person-centered services include life skills training, coping skills training, self-discovery and career planning, skill assessment and development, community inclusion, prevocational training and job development/employment support. Individuals in our program enjoy a very small participant to staff ratio, including group and individual activities. While career exploration and assessment begin at the onset of the program, individuals also work through a structured curriculum including such topics as communication, attendance/punctuality, character and dependability, finance, marketing, and skills building particular to the individuals chosen career. Individuals meet with career support professionals for individual guidance/counseling on a weekly basis. Once prepared to begin working, participants benefit from job development, placement, and follow along services which are tailored to their specific needs. Employment staff include career development specialists, focusing on job development and building community relationships, and career support specialists, who place more of an emphasis on supporting individual job searches, job seeking skills, placement, and follow along services by providing these customized personal services to these individuals. It is our philosophy that they can be successful in creating a more meaningful life and career for themselves.

Form 990, Part XI, Line 9

Fundraising expenses 8,335 fundraising expenses -8,335

Form 990, Page 12, Part XII, Line 2C

The director of finance and board president assume responsibility for the oversight of the review of its financial statements.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is organized as an indiana not-for-profit corporation and, accordingly, is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code. Management of the organization evaluates all significant tax positions to ensure compliance with its exempt purposes as required by u.s. Gaap, including consideration of any unrelated business income tax. As of december 31, 2020, management does not believe the organization has taken any tax positions that are not in compliance with its exempt purpose. The organization's federal and state tax returns remain open and subject to examination beginning with the initial tax year ended december 31, 2017 for a period of three years.

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 8,335

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 8,335

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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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IRS990/PayrollTaxesGrp/ProgramServicesAmt043555
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BARB FLEMING
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22365
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IRS990/PYTotalExpensesAmt02070125
IRS990/PYTotalRevenueAmt02066653
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0675694
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0761493
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt066561
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt061145
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt037165
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt046040
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt014530
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt014,761
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MISCELLANEOUS INCOME 2015 AMOUNT: 3239 2016 AMOUNT: 2648 2017 AMOUNT: 6573 2018 AMOUNT: 777 2019 AMOUNT: 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0457794
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0212795
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0775213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01789118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01863125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01764848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01740270
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06573
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037350
IRS990ScheduleD/ExpensesNotReportedAmt010255
IRS990ScheduleD/ExpensesSubtotalAmt01415288
IRS990ScheduleD/FootnoteTextInd0X

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.25$0.87$2.00$1.90$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.20$0.76$1.80$1.90$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.20$0.91$1.98$1.78$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.42$0.42$0.90$1.43$0.54
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.15$1.09$2.09$1.42$0.68
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.06$0.45$2.07$2.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.05$0.45$2.23$2.09$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.04$0.31$1.98$1.95$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.27$1.90$1.90$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$1.76$1.77$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.65$1.57$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.20$1.19$1.15$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.03$0.16$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.05$0.17$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.01$0.04$0.36