Civic Intelligence

Systems Unlimited Inc

EIN 42-0985205 • 501(c)3 • Iowa City, IA

View Organization Page

Profile

Partnering with people who have disibilities and mental health needs to advance their personal independence, dignity and growth. Systems unlimited will set the standard for services that remove barrieres to independence and inspire the people we serve to achieve their personal success. Our core values are: we believe everyone is important, we act with integrity, we support the right to make choices, we value constant learning, and we embrace diversity.

2533 Scott Blvd SE 1Iowa City, IA 52240

www.sui.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.22x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.14x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

44th percentile

2.4%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

50th percentile

$257,880

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

43rd percentile

3.6%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Revenue Growth

45th percentile

5.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$31,281,230

Up $1,021,105 (+3.4%) from 2024

Liabilities

Down

$6,733,585

Down $138,557 (-2.0%) from 2024

Net Assets

Up

$24,547,645

Up $1,159,662 (+5.0%) from 2024

Operations
Liabilities / Revenue32nd percentileNet Margin44th percentile

Revenue

Up

$48,007,050

Up $2,492,549 (+5.5%) from 2024

Expenses

Up

$46,847,388

Up $2,737,680 (+6.2%) from 2024

Net Income

Down

$1,159,662

Down $245,131 (-17%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $9,782,954Liabilities 2011: $3,998,321Net Assets 2011: $5,784,6332011Assets 2012: $9,433,358Liabilities 2012: $3,832,578Net Assets 2012: $5,600,7802012Assets 2013: $9,819,373Liabilities 2013: $3,877,983Net Assets 2013: $5,941,3902013Assets 2014: $10,461,810Liabilities 2014: $4,425,220Net Assets 2014: $6,036,5902014Assets 2015: $11,139,768Liabilities 2015: $4,435,793Net Assets 2015: $6,703,9752015Assets 2016: $12,426,162Liabilities 2016: $5,044,400Net Assets 2016: $7,381,7622016Assets 2017: $12,657,166Liabilities 2017: $4,657,422Net Assets 2017: $7,999,7442017Assets 2018: $16,703,411Liabilities 2018: $5,364,805Net Assets 2018: $11,338,6062018Assets 2019: $18,347,872Liabilities 2019: $5,460,275Net Assets 2019: $12,887,5972019Assets 2020: $21,489,406Liabilities 2020: $5,273,498Net Assets 2020: $16,215,9082020Assets 2021: $24,419,025Liabilities 2021: $5,571,280Net Assets 2021: $18,847,7452021Assets 2022: $26,572,846Liabilities 2022: $5,045,645Net Assets 2022: $21,527,2012022Assets 2023: $29,160,368Liabilities 2023: $7,177,178Net Assets 2023: $21,983,1902023Assets 2024: $30,260,125Liabilities 2024: $6,872,142Net Assets 2024: $23,387,9832024Assets 2025: $31,281,230Liabilities 2025: $6,733,585Net Assets 2025: $24,547,6452025

Highlighted filing

2025

Assets$31,281,230
Liabilities$6,733,585
Net Assets$24,547,645
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $18,959,458Expenses 2011: $19,458,847Net Income 2011: -$499,3892011Expenses 2012: $20,149,3842012Expenses 2013: $20,021,7932013Revenue 2014: $22,099,195Expenses 2014: $22,003,995Net Income 2014: $95,2002014Revenue 2015: $24,721,642Expenses 2015: $24,054,257Net Income 2015: $667,3852015Revenue 2016: $26,385,594Expenses 2016: $25,707,807Net Income 2016: $677,7872016Revenue 2017: $26,746,439Expenses 2017: $26,128,458Net Income 2017: $617,9812017Revenue 2018: $34,733,846Expenses 2018: $31,394,985Net Income 2018: $3,338,8612018Revenue 2019: $32,921,473Expenses 2019: $31,372,482Net Income 2019: $1,548,9912019Revenue 2020: $38,764,628Expenses 2020: $35,436,317Net Income 2020: $3,328,3112020Revenue 2021: $40,555,598Expenses 2021: $37,923,761Net Income 2021: $2,631,8372021Revenue 2022: $44,162,374Expenses 2022: $41,482,918Net Income 2022: $2,679,4562022Revenue 2023: $43,472,517Expenses 2023: $42,917,947Net Income 2023: $554,5702023Revenue 2024: $45,514,501Expenses 2024: $44,109,708Net Income 2024: $1,404,7932024Revenue 2025: $48,007,050Expenses 2025: $46,847,388Net Income 2025: $1,159,6622025

Highlighted filing

2025

Revenue$48,007,050
Expenses$46,847,388
Net Income$1,159,662
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,281,230
Liabilities
$6,733,585
Net assets
$24,547,645
Revenue
$48,007,050
Expenses
$46,847,388
Net income
$1,159,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.3$6.73$24.5$48.0$46.8$1.16
2024Detailed filing. Detailed filing data is available for this year.$30.3$6.87$23.4$45.5$44.1$1.40
2023Detailed filing. Detailed filing data is available for this year.$29.2$7.18$22.0$43.5$42.9$0.55
2022Detailed filing. Detailed filing data is available for this year.$26.6$5.05$21.5$44.2$41.5$2.68
2021Detailed filing. Detailed filing data is available for this year.$24.4$5.57$18.8$40.6$37.9$2.63
2020Detailed filing. Detailed filing data is available for this year.$21.5$5.27$16.2$38.8$35.4$3.33
2019Detailed filing. Detailed filing data is available for this year.$18.3$5.46$12.9$32.9$31.4$1.55
2018Detailed filing. Detailed filing data is available for this year.$16.7$5.36$11.3$34.7$31.4$3.34
2017Detailed filing. Detailed filing data is available for this year.$12.7$4.66$8.00$26.7$26.1$0.62
2016Detailed filing. Detailed filing data is available for this year.$12.4$5.04$7.38$26.4$25.7$0.68
2015Detailed filing. Detailed filing data is available for this year.$11.1$4.44$6.70$24.7$24.1$0.67
2014Detailed filing. Detailed filing data is available for this year.$10.5$4.43$6.04$22.1$22.0$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$3.88$5.94$20.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$3.83$5.60$20.1
2011Summary only. Only limited summary data is available for this year.$9.78$4.00$5.78$19.0$19.5$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.0
Gross Receipts
$48,007,909
Mission and Program Overview

Mission

To offer personalized service within local communities which help people improve and maintain the quality of their lives. We seek to be an innovative leader in the design and delivery of personalized services within each community we serve. Our core values are:continual collaboration, conscious communication, daily accountability, constant respect, on-going education.

Partnering with people who have disibilities and mental health needs to advance their personal independence, dignity, and growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,543,774$13,637,578▲ $2,093,804
Savings and Temporary Cash Investments$12,681,002$12,574,930▼ $106,072
Accounts Receivable$4,022,811$3,820,425▼ $202,386
Prepaid Expenses and Deferred Charges$588,032$173,565▼ $414,467
Investments Other Securities$27,494$27,494→ $0
Cash and Non-Interest-Bearing Accounts$1,650$1,450▼ $200
Total Assets$30,260,125$31,281,230▲ $1,021,105
Other Assets Total$1,395,362$1,045,788▼ $349,574
Liabilities
Accounts Payable and Accrued Expenses$3,423,271$3,860,716▲ $437,445
Other Liabilities$1,636,160$1,225,414▼ $410,746
Mortgage Notes Payable Secured by Investment Property$1,134,505$1,007,961▼ $126,544
Escrow Account Liability$619,354$619,354→ $0
Deferred Revenue$58,852$20,140▼ $38,712
Total Liabilities$6,872,142$6,733,585▼ $138,557
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,274,209$24,523,755▲ $1,249,546
Net Assets With Donor Restrictions$113,774$23,890▼ $89,884
Total Net Assets Fund Balance$23,387,983$24,547,645▲ $1,159,662
Total Liabilities and Net Assets / Fund Balance$30,260,125$31,281,230▲ $1,021,105

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,759,275$11,350,198$19,109,473
Equipment$3,463,036-$3,463,036
Land$2,415,267-$2,415,267
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mona KenyonExecutive DiFT$247,939$9,941$257,880
Mona KenyonExecutive Director-$247,939$22,390$257,880
Michelle LloydOutgoing CFOFT$196,654$8,120$217,223
Elizabeth ArmentroutCSOFT$114,392$15,100$129,492
Mary BartacheckChroFT$117,298$4,770$122,068
Renee Smith-labargeCFOFT$71,538-$71,538

Board Members and Trustees

NameTitle
Jeff DisterhoftPresident
Amie Huber Left 2024Director
Boyd KnospDirector
Elizabeth WilsonDirector
Eric DesotelDirector
Jeffrey AltDirector
Jeffrey MorganDirector
Joe SteinbronnDirector
Jorey Bailey Left 2024Director
Mandi LockwoodDirector
Nicole SlaubaughDirector
Paul MeekerDirector
Tricia Van RoekelDirector
Katie CumminsInterim CFO
Chad KramerTreasurer
Roy LeafVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Bg Homes LLCConstruction4002 UNBRIDLED AVE, Iowa City, IA 52240$770,638
Customer Care Lawn ServicesLawn Care126 POST ROAD, Iowa City, IA 52245$121,155
Revenue and Support

Revenue Composition

Contributions and Grants
$975,910
Program Service Revenue
$46,085,508
Investment Income
$904,568
Other Revenue
$41,064
All Other Contributions
$40,031
Change in Net Assets
$1,159,662

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,007,050
Total Revenue per Audited Statements
$48,007,050
Total Revenue per Form 990
$48,007,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$41,550,772
Other Expenses$5,296,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,541,742$3,396,670-$33,938,412
Other Employee Benefits$2,705,849$991,309-$3,697,158
Payroll Taxes$2,257,949$297,073-$2,555,022
Occupancy$886,157$147,639-$1,033,796
Travel$835,419$188,318-$1,023,737
Depreciation Depletion$691,573$238,087-$929,660
Current Officers, Directors, Trustees, and Key Employees$201,159$683,403-$884,562
Office Expenses$101,798$620,002-$721,800
Pension Plan Contributions$371,808$103,810-$475,618
Insurance$118,256$225,879-$344,135
All Other Expenses$52$160,715-$160,767
Other Expenses$95,107$27,723-$122,830
Fees for Services Accounting-$49,385-$49,385
Interest-$47,718-$47,718
Fees for Services Other-$30,980-$30,980
Fees for Services Legal-$16,639-$16,639
Total Functional Expenses$38,894,591$7,952,797$0$46,847,388

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$46,847,388
Total Expenses per Audited Statements$46,847,388
Total Expenses per Form 990$46,847,388
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,697
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run$26,248$26,248-$26,248
Event - Admin$6,965$6,965-$6,965
Total Events$33,213$33,213-$33,213
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Liabilities$1,033,847
Capital Lease Liabilities$191,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is provided to and then reviewed by the finance committee of the board prior to filing with the irs.”

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

“Each calendar year, each board member is required to disclose conflicts of interest and sign a disclosure statement.”

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

“The executive committee of the board determines the compensation of the executive director. A comparibility study was done before hire and looked at each year during the review. This was last reviewed in 2024.”

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

“Compensation studies and surveys are found. Provider organization does surveys each year which are used to evaluate current pay ranges. This was last done in 2024.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Systems Unlimited Inc
EIN
42-0985205
Phone
3193389212
Address
2533 SCOTT BLVD SE 1, IOWA CITY, IA 52240

Signing Officer

Name
Jeff Disterhoft
Title
President
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Disterhoft
Formed
1971
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
11
Employees
1,286
Volunteers
25

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Justin a Plate CPA
Phone
5156203050
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Partnering with people who have disibilities and mental health needs to advance their personal independence, dignity and growth. Systems unlimited will set the standard for services that remove barrieres to independence and inspire the people we serve to achieve their personal success. Our core values are: we believe everyone is important, we act with integrity, we support the right to make choices, we value constant learning, and we embrace diversity.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Cash held for the benefit of others, payee account represents cash held for the organization's clients where the corporation acts in an agency capacity.”

Schedule D, Page 3, Part X

“The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code and a similar section of the iowa income tax law, which provides income tax exemption for organizations organized and operated exclusively for religious, charitable, or educational purposes. The irs has not determined that the organization is a private foundation. The organization is subject to routine audits by taxing jurisdictions; howevera, there are currently no audits for any tax periods in progress. The organization follows the accounting standard for evaluating uncertain income tax positions and has determined that it was not required to record a liability related to uncertain tax positions.”

Raw XML AppendixShowing 400 of 690 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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