Civic Intelligence

Systems Unlimited Inc.

990 • Fiscal year 2022 • EIN 42-0985205

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 23, 2023

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

47th percentile

0.19x

Higher debt load relative to assets than 47% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

27th percentile

0.11x

Higher debt load relative to revenue than 27% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

49th percentile

6.1%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

52nd percentile

$261,543

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

70th percentile

8.8%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

8.9%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Up

$26,572,846

Up $2,153,821 (+8.8%) from 2021

Net Assets

Up

$21,527,201

Up $2,679,456 (+14%) from 2021

Liabilities

Down

$5,045,645

Down $525,635 (-9.4%) from 2021

Revenue

Up

$44,162,374

Up $3,606,776 (+8.9%) from 2021

Expenses

Up

$41,482,918

Up $3,559,157 (+9.4%) from 2021

Net Income

Up

$2,679,456

Up $47,619 (+1.8%) from 2021

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

2022

Assets$26,572,846
Liabilities$5,045,645
Net Assets$21,527,201

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

2022

Revenue$44,162,374
Expenses$41,482,918
Net Income$2,679,456
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 23, 2023
Return Version
2021v4.0
Gross Receipts
$44,320,549
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,465,905$13,999,952▲ $534,047
Land, Buildings, and Equipment, Net$7,452,469$8,818,335▲ $1,365,866
Accounts Receivable$3,249,392$3,408,762▲ $159,370
Prepaid Expenses and Deferred Charges$145,227$226,079▲ $80,852
Investments Other Securities$27,494$27,494→ $0
Cash and Non-Interest-Bearing Accounts$1,350$1,350→ $0
Total Assets$24,419,025$26,572,846▲ $2,153,821
Other Assets Total$77,188$90,874▲ $13,686
Liabilities
Accounts Payable and Accrued Expenses$2,733,312$2,843,188▲ $109,876
Mortgage Notes Payable Secured by Investment Property$1,477,721$1,376,804▼ $100,917
Escrow Account Liability$1,067,329$636,425▼ $430,904
Other Liabilities$262,589$189,228▼ $73,361
Deferred Revenue$30,329--
Total Liabilities$5,571,280$5,045,645▼ $525,635
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,819,133$20,281,308▲ $1,462,175
Net Assets With Donor Restrictions$28,612$1,245,893▲ $1,217,281
Total Net Assets Fund Balance$18,847,745$21,527,201▲ $2,679,456
Total Liabilities and Net Assets / Fund Balance$24,419,025$26,572,846▲ $2,153,821

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,245,361$7,920,618$14,165,979
Equipment$834,150$2,046,803$2,880,953
Land$1,738,824-$1,738,824
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Casey Westoff Resigned 622Executive DiFT$253,290$8,253$261,543
Casey Westoff Resigned 622Executive Director-$225,294$36,249$261,543
Michelle LloydCFOFT$142,301$19,627$161,928
Revenue and Support

Revenue Composition

Contributions and Grants
$2,915,007
Program Service Revenue
$41,093,324
Investment Income
$133,269
Other Revenue
$20,774
All Other Contributions
$141,396
Change in Net Assets
$2,679,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,162,374
Total Revenue per Audited Statements
$44,162,374
Total Revenue per Form 990
$44,162,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$37,043,629
Other Expenses$4,439,289
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,529,898$3,043,040-$30,572,938
Other Employee Benefits$2,897,232$425,449-$3,322,681
Payroll Taxes$2,034,650$258,251-$2,292,901
Occupancy$1,107,388$149,841-$1,257,229
Depreciation Depletion$501,440$234,280-$735,720
Travel$647,290$46,201-$693,491
Current Officers, Directors, Trustees, and Key Employees$80,279$495,690-$575,969
Office Expenses$160,267$391,812-$552,079
Pension Plan Contributions$177,714$101,426-$279,140
Insurance-$156,165-$156,165
Other Expenses$79,732$41,242-$120,974
All Other Expenses-$57,834-$57,834
Interest-$57,204-$57,204
Fees for Services Accounting-$36,841-$36,841
Fees for Services Other-$16,270-$16,270
Fees for Services Legal-$10,018-$10,018
Total Functional Expenses$35,317,191$6,165,727$0$41,482,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$41,482,918
Total Expenses per Audited Statements$41,482,918
Total Expenses per Form 990$41,482,918
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,413
Fundraising Direct Expenses$769
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$189,228
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 2020.

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
Renee Smith-labarge
Title
President
Phone
3193389212
Signed
2023-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Smith-labarge
Formed
1971
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
1,214
Volunteers
25

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Ross Vanlaar 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; 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PARTNERING 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.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011644
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011644
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018819133
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0149841
IRS990/OccupancyGrp/ProgramServicesAmt01107388
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0391812
IRS990/OfficeExpensesGrp/ProgramServicesAmt0160267
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt090874
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0425449
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02897232
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03322681
IRS990/OtherExpensesGrp/Desc0SERVICE FEES
IRS990/OtherExpensesGrp/Desc1CONSUMER SUPPLIES
IRS990/OtherExpensesGrp/Desc2RECRUITING & RETENTION
IRS990/OtherExpensesGrp/Desc3STAFF TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0364021
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt197860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2182282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt341242
IRS990/OtherExpensesGrp/ProgramServicesAmt0101301
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0258251
IRS990/PayrollTaxesGrp/ProgramServicesAmt02034650
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0226079
IRS990/PrincipalOfficerNm0RENEE SMITH-LABARGE
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IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
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IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1GOVERNMENT CONTRACTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1963929
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt336870
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. 100 INDIVIDUALS WERE SUPPORTED IN THE 2022 FISCAL YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02937162
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02389392
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 BEHAVIOR ANALYSTS. 25 INDIVIDUALS WERE SERVED DURING THE 2022 FISCAL YEAR.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt032380
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011998
IRS990/PYOtherExpensesAmt04005454
IRS990/PYOtherRevenueAmt05540
IRS990/PYProgramServiceRevenueAmt039288887
IRS990/PYRevenuesLessExpensesAmt02631837
IRS990/PYSalariesCompEmpBnftPaidAmt033918307
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IRS990/PYTotalRevenueAmt040555598
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02679456
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IRS990/RelatedEntityInd0true
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IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt038671552
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt013999952
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 40,049
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02915007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01249173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0710912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02347379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07269150
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt045544
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033793

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