Civic Intelligence

Concerned Inc.

990 • Fiscal year 2023 • EIN 42-0994874

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 19, 2023

1812 Industrial PkwyHarlan, IA 51537

(712) 755-5834

Siviq Scores

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

Liabilities / Assets

76th percentile

0.32x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.27x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.7%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,727,699

Down $38,578 (-1.4%) from 2022

Net Assets

Up

$1,845,408

Up $2,574 (+0.1%) from 2022

Liabilities

Down

$882,291

Down $41,152 (-4.5%) from 2022

Revenue

Up

$3,288,842

Up $290,088 (+9.7%) from 2022

Expenses

Up

$3,286,268

Up $231,144 (+7.6%) from 2022

Net Income

Up

$2,574

Up $58,944 (+105%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,727,766Liabilities 2011: $1,393,729Net Assets 2011: $1,334,0372011Assets 2012: $2,727,739Liabilities 2012: $1,373,755Net Assets 2012: $1,353,9842012Assets 2013: $2,736,732Liabilities 2013: $1,348,480Net Assets 2013: $1,388,2522013Assets 2014: $2,707,080Liabilities 2014: $1,322,843Net Assets 2014: $1,384,2372014Assets 2015: $2,978,866Liabilities 2015: $1,301,925Net Assets 2015: $1,676,9412015Assets 2016: $2,948,559Liabilities 2016: $1,276,759Net Assets 2016: $1,671,8002016Assets 2017: $2,967,513Liabilities 2017: $1,175,608Net Assets 2017: $1,791,9052017Assets 2018: $2,815,423Liabilities 2018: $1,057,866Net Assets 2018: $1,757,5572018Assets 2019: $2,737,609Liabilities 2019: $947,153Net Assets 2019: $1,790,4562019Assets 2020: $2,831,743Liabilities 2020: $1,409,007Net Assets 2020: $1,422,7362020Assets 2021: $2,825,640Liabilities 2021: $926,437Net Assets 2021: $1,899,2032021Assets 2022: $2,766,277Liabilities 2022: $923,443Net Assets 2022: $1,842,8342022Assets 2023: $2,727,699Liabilities 2023: $882,291Net Assets 2023: $1,845,4082023Assets 2024: $2,407,758Liabilities 2024: $889,022Net Assets 2024: $1,518,7362024Assets 2025: $3,095,850Liabilities 2025: $1,141,488Net Assets 2025: $1,954,3622025

Highlighted filing

2023

Assets$2,727,699
Liabilities$882,291
Net Assets$1,845,408

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,526,7122011Expenses 2012: $2,676,0742012Expenses 2013: $2,783,0962013Revenue 2014: $2,962,073Expenses 2014: $2,966,087Net Income 2014: -$4,0142014Revenue 2015: $3,346,549Expenses 2015: $3,053,845Net Income 2015: $292,7042015Revenue 2016: $3,269,644Expenses 2016: $3,274,785Net Income 2016: -$5,1412016Revenue 2017: $3,607,233Expenses 2017: $3,487,128Net Income 2017: $120,1052017Revenue 2018: $3,421,714Expenses 2018: $3,456,062Net Income 2018: -$34,3482018Revenue 2019: $3,503,182Expenses 2019: $3,470,283Net Income 2019: $32,8992019Revenue 2020: $2,911,985Expenses 2020: $3,190,530Net Income 2020: -$278,5452020Revenue 2021: $3,594,877Expenses 2021: $3,062,467Net Income 2021: $532,4102021Revenue 2022: $2,998,754Expenses 2022: $3,055,124Net Income 2022: -$56,3702022Revenue 2023: $3,288,842Expenses 2023: $3,286,268Net Income 2023: $2,5742023Revenue 2024: $2,628,364Expenses 2024: $2,955,036Net Income 2024: -$326,6722024Revenue 2025: $3,662,360Expenses 2025: $3,226,736Net Income 2025: $435,6242025

Highlighted filing

2023

Revenue$3,288,842
Expenses$3,286,268
Net Income$2,574
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 19, 2023
Return Version
2022v5.0
Gross Receipts
$3,308,904
Mission and Program Overview

Mission

School/organization for the handicapped - empower people to obtain their highest level of independence

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,364,525$1,711,397▲ $346,872
Cash and Non-Interest-Bearing Accounts$1,091,271$678,257▼ $413,014
Accounts Receivable$175,718$202,411▲ $26,693
Prepaid Expenses and Deferred Charges$26,223$27,326▲ $1,103
Pledges and Grants Receivable$7,000$2,000▼ $5,000
Other Notes and Loans Receivable, Net$3--
Savings and Temporary Cash Investments$0--
Total Assets$2,766,277$2,727,699▼ $38,578
Other Assets Total$101,537$106,308▲ $4,771
Liabilities
Mortgage Notes Payable Secured by Investment Property$762,224$739,168▼ $23,056
Accounts Payable and Accrued Expenses$156,219$143,123▼ $13,096
Deferred Revenue$5,000--
Total Liabilities$923,443$882,291▼ $41,152
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,842,834$1,845,408▲ $2,574
Total Net Assets Fund Balance$1,842,834$1,845,408▲ $2,574
Total Liabilities and Net Assets / Fund Balance$2,766,277$2,727,699▼ $38,578

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,183,961$880,202-
Other Land Buildings$162,983$184,634-
Land$0--
Equipment$364,453$393,912-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kayla JacobsPresident
Bryan SwainVice President
-Director
Dan FowlerDirector
Elaine BaughmanDirector
Kathy KellyDirector
Debbie DavisSecretary
Julie TheulenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$765,036
Program Service Revenue
$2,443,069
Investment Income
$10,878
Other Revenue
$69,859
Change in Net Assets
$2,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,288,842
Total Revenue per Audited Statements
$3,288,842
Total Revenue per Form 990
$3,288,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,721,968
Other Expenses$564,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,533,936$193,752$0$2,727,688
All Other Expenses$191,017$39,031$0$230,048
Depreciation Depletion$105,034$706$0$105,740
Insurance$23,872$18,423$0$42,295
Interest$31,741$-57$0$31,684
Other Expenses$9,839$11,990$0$21,829
Travel$11,924$259$0$12,183
Occupancy$5,517$0$0$5,517
Other Employee Benefits$-4,657$-1,063$0$-5,720
Total Functional Expenses$2,960,283$325,985$0$3,286,268

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,286,268
Total Expenses per Audited Statements$3,286,268
Total Expenses per Form 990$3,286,268
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,504
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1-$0-$0
Total Events-$0-$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Concerned Inc
EIN
42-0994874
Phone
7127555834
Address
1812 INDUSTRIAL PKWY, HARLAN, IA 51537

Signing Officer

Name
Kayla Jacobs
Title
President
Phone
7127555834
Signed
2023-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kayla Jacobs
Formed
1971
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
94
Volunteers
25

Preparer

Firm
Broeckelman & Associates PC
Address
1301 Hawkeye Ave, Harlan, IA 51537
Preparer
Broeckelman Associates Pc
Phone
7127553366
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

BOARD

Pt VI, Line 8B

BOARD

Pt VI, Line 11B

BOARD

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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt037855
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt037855
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026223
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027326
IRS990/PrincipalOfficerNm0KAYLA JACOBS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02443069
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0324610
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02367
IRS990/PYOtherExpensesAmt0447836
IRS990/PYOtherRevenueAmt082658
IRS990/PYProgramServiceRevenueAmt02589119
IRS990/PYRevenuesLessExpensesAmt0-56370
IRS990/PYSalariesCompEmpBnftPaidAmt02607288
IRS990/PYTotalExpensesAmt03055124
IRS990/PYTotalRevenueAmt02998754
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02574
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt016500
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01183961
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0880202
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02064163
IRS990ScheduleD/EquipmentGrp/BookValueAmt0364453
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0393912
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0758365
IRS990ScheduleD/ExpensesSubtotalAmt03286268
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0162983
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0184634
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0347617
IRS990ScheduleD/RevenueSubtotalAmt03288842
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01711397
IRS990ScheduleD/TotalExpensesPerForm990Amt03286268
IRS990ScheduleD/TotalRevenuePerForm990Amt03288842
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03288842
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03286268
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL SOCIAL SERVICES THAT USE OUR SEVICES ARE AWARE OF OUR POLICIES BOARD
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02766277
IRS990/TotalAssetsEOYAmt02727699
IRS990/TotalAssetsGrp/BOYAmt02766277
IRS990/TotalAssetsGrp/EOYAmt02727699
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0765036
IRS990/TotalEmployeeCnt094
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0325985
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02960283
IRS990/TotalFunctionalExpensesGrp/TotalAmt03286268
IRS990/TotalGrossUBIAmt015504
IRS990/TotalLiabilitiesBOYAmt0923443
IRS990/TotalLiabilitiesEOYAmt0882291
IRS990/TotalLiabilitiesGrp/BOYAmt0923443
IRS990/TotalLiabilitiesGrp/EOYAmt0882291
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01842834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01845408
IRS990/TotalProgramServiceExpensesAmt02960283
IRS990/TotalProgramServiceRevenueAmt02443069
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02508302
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03288842
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt015504
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02766277
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02727699
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0259
IRS990/TravelGrp/ProgramServicesAmt011924
IRS990/TravelGrp/TotalAmt012183
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$1.14$1.95$3.66$3.23$0.44
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.89$1.52$2.63$2.96$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.88$1.85$3.29$3.29$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.92$1.84$3.00$3.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.93$1.90$3.59$3.06$0.53
2020Detailed filing. Detailed filing data is available for this year.$2.83$1.41$1.42$2.91$3.19$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.95$1.79$3.50$3.47$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.82$1.06$1.76$3.42$3.46$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.97$1.18$1.79$3.61$3.49$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.95$1.28$1.67$3.27$3.27$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.98$1.30$1.68$3.35$3.05$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.71$1.32$1.38$2.96$2.97$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$1.35$1.39$2.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.37$1.35$2.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.39$1.33$2.53