Civic Intelligence

Systems Unlimited Inc.

990 • Fiscal year 2020 • EIN 42-0985205

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 23, 2020

2533 Scott Blvd SE 1Iowa City, IA 52240

(319) 338-9212

Siviq Scores

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

Liabilities / Assets

48th percentile

0.25x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.14x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

62nd percentile

8.6%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$260,644

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

18%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$21,489,406

Up $3,141,534 (+17%) from 2019

Net Assets

Up

$16,215,908

Up $3,328,311 (+26%) from 2019

Liabilities

Down

$5,273,498

Down $186,777 (-3.4%) from 2019

Revenue

Up

$38,764,628

Up $5,843,155 (+18%) from 2019

Expenses

Up

$35,436,317

Up $4,063,835 (+13%) from 2019

Net Income

Up

$3,328,311

Up $1,779,320 (+115%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$21,489,406
Liabilities$5,273,498
Net Assets$16,215,908

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$38,764,628
Expenses$35,436,317
Net Income$3,328,311
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 23, 2020
Return Version
2019v5.0
Gross Receipts
$38,772,779
Mission and Program Overview

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.

To offer personalized service within local communities which help people improve and maintain the quality of their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,346,103$9,361,364▲ $1,015,261
Land, Buildings, and Equipment, Net$6,737,782$7,259,619▲ $521,837
Accounts Receivable$2,910,790$4,077,466▲ $1,166,676
Other Notes and Loans Receivable, Net-$655,040-
Prepaid Expenses and Deferred Charges$131,959$37,376▼ $94,583
Investments Other Securities$27,494$27,494→ $0
Cash and Non-Interest-Bearing Accounts$1,350$1,350→ $0
Total Assets$18,347,872$21,489,406▲ $3,141,534
Other Assets Total$192,394$69,697▼ $122,697
Liabilities
Accounts Payable and Accrued Expenses$2,187,462$2,599,154▲ $411,692
Mortgage Notes Payable Secured by Investment Property$2,525,899$1,569,854▼ $956,045
Escrow Account Liability$578,221$876,555▲ $298,334
Other Liabilities$168,693$227,935▲ $59,242
Total Liabilities$5,460,275$5,273,498▼ $186,777
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,812,281$16,190,243▲ $3,377,962
Net Assets With Donor Restrictions$75,316$25,665▼ $49,651
Total Net Assets Fund Balance$12,887,597$16,215,908▲ $3,328,311
Total Liabilities and Net Assets / Fund Balance$18,347,872$21,489,406▲ $3,141,534

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,954,010$7,353,931$12,307,941
Equipment$773,989$1,730,661$2,504,650
Land$1,531,620-$1,531,620
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Casey WestoffExecutive DiFT$234,189$26,455$260,644
Casey WestoffExecutive Director-$189,423$71,221$260,644
Michelle LloydVP of AdminiFT$149,500$3,963$153,463
Michelle LloydVP of Administration-$140,900$12,563$153,463

Highest Paid Contractors

ContractorServicesLocationCompensation
Access Systems LeasingPrint Service955 SE OLSON DR, Waukee, IA 50263$129,930
A Better CutLawn CarePO BOX 5043, Coralville, IA 52241$120,477
Revenue and Support

Revenue Composition

Contributions and Grants
$710,912
Program Service Revenue
$37,858,669
Investment Income
$180,278
Other Revenue
$14,769
All Other Contributions
$55,872
Change in Net Assets
$3,328,311

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,764,628
Revenue Not Reported on Form 990
$8,151
Total Revenue per Audited Statements
$38,772,779
Total Revenue per Form 990
$38,764,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,138,171
Other Expenses$4,298,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,750,307$2,913,036-$25,663,343
Other Employee Benefits$2,712,128$300,364-$3,012,492
Payroll Taxes$1,672,873$225,070-$1,897,943
Occupancy$1,117,683$155,627-$1,273,310
Travel$693,409$22,844-$716,253
Depreciation Depletion$496,146$191,469-$687,615
Office Expenses$179,201$251,117-$430,318
Current Officers, Directors, Trustees, and Key Employees$53,181$361,808-$414,989
Pension Plan Contributions$98,654$50,750-$149,404
Insurance-$125,953-$125,953
All Other Expenses$51,833$68,641-$120,474
Interest$20,579$78,736-$99,315
Other Expenses$79,584$31,861-$79,584
Fees for Services Legal-$43,558-$43,558
Fees for Services Accounting-$33,390-$33,390
Fees for Services Other-$14,027-$14,027
Total Functional Expenses$30,050,840$5,385,477$0$35,436,317

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$35,444,468
Expenses per Audited Statements$35,436,317
Total Expenses per Form 990$35,436,317
Expenses Not Reported on Form 990$8,151
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,151
Fundraising Gross Income$6,837
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Liabilities$227,935
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 2019.

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 2019.

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
Leah Donald
Title
President
Phone
3193389212
Signed
2020-11-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leah Donald
Formed
1971
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
1,272
Volunteers
25

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Ross Vanlaar CPA
Phone
3193932374
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To offer personalized service within local communities which help people improve and mantain 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.

Form 990, Part XI, Line 9

Fundraising expenses 8,151 fundraising expenses -8,151

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; however, there are currently no audits for any tax periods in progress. The organization files information returns in the u.s. Federal jurisdiction. 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.

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

Fundraising expenses 8,151

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

Fundraising expenses 8,151

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IRS990/Form990PartVIISectionAGrp/PersonNm15JEFF EDBERG RESIGNED 123119
IRS990/Form990PartVIISectionAGrp/PersonNm16MATT HAYES RESIGNED 123119
IRS990/Form990PartVIISectionAGrp/PersonNm17CASEY WESTOFF
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHELLE LLOYD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP OF ADMINI
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IRS990/MissionDesc0TO OFFER PERSONALIZED SERVICE WITHIN LOCAL COMMUNITIES WHICH HELP PEOPLE IMPROVE AND MANTAIN 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.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1314
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IRS990/OccupancyGrp/ProgramServicesAmt01117683
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IRS990/OtherExpensesGrp/Desc2CONSUMER SUPPLIES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt231861
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IRS990/OtherExpensesGrp/TotalAmt1255176
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ProgramServicesAmt01672873
IRS990/PayrollTaxesGrp/TotalAmt01897943
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt098654
IRS990/PensionPlanContributionsGrp/TotalAmt0149404
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037376
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IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1GOVERNMENT CONTRACTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2112981
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2112981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt374102
IRS990/ProgSrvcAccomActy2Grp/Desc0EMPLOYMENT SYSTEMS: (ES) PROVIDES SUPPORTED EMPLOYMENT, PREVOCATIONAL AND DAY HABILITATION SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND SIMILAR SERVICE NEEDS. MANY STAFF ARE TRAINED TO WORK SPECIFICALLY WITH INDIVIDUALS WITH AUTISM AND SIGNIFICANT BEHAVIORAL NEEDS. 232 INDIVIDUALS WERE SUPPORTED IN THE 2020 FISCAL YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03907216
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02555190
IRS990/ProgSrvcAccomActy3Grp/Desc0SYSTEMS BEHAVIORAL HEALTH SOLUTIONS (SBHS) THERAPY AND COUNSELING (FS): PROVIDES SERVICES TO CHILDREN AND ADULTS TO MEET A WIDE VARIETY OF BEHAVIORAL AND MENTAL HEALTH NEEDS. SBHS PROVIDES THERAPY SERVICES INCLUDING INDIVIDUAL, GROUP AND FAMILY THERAPY IN TWO OFFICES AND COUNTIES, JOHNSON AND LINN. STAFF CONSISTS OF LICENSED SOCIAL WORKERS AND BOARD CERTIFIED BEHAVIORAL ANALYSTS. 89 INDIVIDUALS WERE SERVED DURING THE 2020 FISCAL YEAR.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt084578
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt034503
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IRS990/PYContributionsGrantsAmt046679
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0114888
IRS990/PYOtherExpensesAmt04080525
IRS990/PYOtherRevenueAmt07892
IRS990/PYProgramServiceRevenueAmt032752014
IRS990/PYRevenuesLessExpensesAmt01548991
IRS990/PYSalariesCompEmpBnftPaidAmt027291957
IRS990/PYTotalExpensesAmt031372482
IRS990/PYTotalRevenueAmt032921473
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03328311
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true

Document Assets

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Filings

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