Civic Intelligence

Southern Iowa Resources for Families Inc.

990 • Fiscal year 2017 • EIN 42-1133244

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile

View Organization Page

109 N ElmCreston, IA 50801

(641) 782-4170

Siviq Scores

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

Liabilities / Assets

98th percentile

1.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.36x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-6.4%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$526,774

Down $285,803 (-35%) from 2016

Net Assets

Up

-$488,114

Up $144,258 (+23%) from 2016

Liabilities

Down

$1,014,888

Down $430,061 (-30%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin56th percentile

Revenue

Down

$2,832,725

Down $193,692 (-6.4%) from 2016

Expenses

Up

$2,688,467

Up $23,142 (+0.9%) from 2016

Net Income

Down

$144,258

Down $216,834 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$2.0M$1.0M$0-$1.0MAssets 2011: $1,037,366Liabilities 2011: $1,123,900Net Assets 2011: -$86,5342011Assets 2012: $863,436Liabilities 2012: $1,099,398Net Assets 2012: -$235,9622012Assets 2013: $608,560Liabilities 2013: $1,087,478Net Assets 2013: -$478,9182013Assets 2014: $541,984Liabilities 2014: $1,215,415Net Assets 2014: -$673,4312014Assets 2015: $595,742Liabilities 2015: $1,589,206Net Assets 2015: -$993,4642015Assets 2016: $812,577Liabilities 2016: $1,444,949Net Assets 2016: -$632,3722016Assets 2017: $526,774Liabilities 2017: $1,014,888Net Assets 2017: -$488,1142017Assets 2018: $544,752Liabilities 2018: $620,758Net Assets 2018: -$76,0062018Assets 2019: $584,998Liabilities 2019: $331,030Net Assets 2019: $253,9682019Assets 2020: $961,638Liabilities 2020: $281,545Net Assets 2020: $680,0932020Assets 2021: $1,299,300Liabilities 2021: $383,982Net Assets 2021: $915,3182021Assets 2022: $1,651,061Liabilities 2022: $399,909Net Assets 2022: $1,251,1522022Assets 2023: $1,910,698Liabilities 2023: $376,850Net Assets 2023: $1,533,8482023Assets 2024: $1,827,985Liabilities 2024: $286,138Net Assets 2024: $1,541,8472024

Highlighted filing

2017

Assets$526,774
Liabilities$1,014,888
Net Assets-$488,114
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,284,063Expenses 2011: $3,280,128Net Income 2011: $3,9352011Expenses 2012: $3,421,1962012Expenses 2013: $2,950,4202013Revenue 2014: $2,805,145Expenses 2014: $2,999,658Net Income 2014: -$194,5132014Revenue 2015: $2,748,362Expenses 2015: $2,743,332Net Income 2015: $5,0302015Revenue 2016: $3,026,417Expenses 2016: $2,665,325Net Income 2016: $361,0922016Revenue 2017: $2,832,725Expenses 2017: $2,688,467Net Income 2017: $144,2582017Revenue 2018: $3,078,690Expenses 2018: $2,666,582Net Income 2018: $412,1082018Revenue 2019: $3,158,609Expenses 2019: $2,828,635Net Income 2019: $329,9742019Revenue 2020: $3,309,997Expenses 2020: $2,883,872Net Income 2020: $426,1252020Revenue 2021: $3,447,793Expenses 2021: $3,212,568Net Income 2021: $235,2252021Revenue 2022: $3,714,846Expenses 2022: $3,379,012Net Income 2022: $335,8342022Revenue 2023: $3,944,884Expenses 2023: $3,662,188Net Income 2023: $282,6962023Revenue 2024: $3,788,492Expenses 2024: $3,780,493Net Income 2024: $7,9992024

Highlighted filing

2017

Revenue$2,832,725
Expenses$2,688,467
Net Income$144,258
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$2,839,368
Mission and Program Overview

Mission

Community support services for individuals with developmental and psychiatric disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$328,584$210,820▼ $117,764
Land, Buildings, and Equipment, Net$158,455$153,491▼ $4,964
Cash and Non-Interest-Bearing Accounts$282,203$99,861▼ $182,342
Prepaid Expenses and Deferred Charges$38,620$56,832▲ $18,212
Inventories for Sale or Use$4,715$5,770▲ $1,055
Total Assets$812,577$526,774▼ $285,803
Liabilities
Accounts Payable and Accrued Expenses$1,173,983$812,428▼ $361,555
Unsecured Notes Loans Payable$270,966$202,460▼ $68,506
Total Liabilities$1,444,949$1,014,888▼ $430,061
Net Assets / Fund Balance
Unrestricted Net Assets$-632,372$-488,114▲ $144,258
Total Net Assets Fund Balance$-632,372$-488,114▲ $144,258
Total Liabilities and Net Assets / Fund Balance$812,577$526,774▼ $285,803

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$89,312$517,520$606,832
Equipment$10,329$152,216$162,545
Land$53,850-$53,850
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Matt WedemeyerPresident
Janet WuebkerMember
Karl MccartyMember
Margy GammellMember
Jean GibbonsSecretary
Ron RileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,805,022
Investment Income
$27,703
Other Revenue
$0
Change in Net Assets
$144,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,832,725
Total Revenue per Audited Statements
$2,832,725
Total Revenue per Form 990
$2,832,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,027,944
Other Expenses$660,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,590,770--$1,590,770
Other Employee Benefits$437,174--$437,174
Fees for Services Other$51,206$201,269-$252,475
Travel$81,298--$81,298
Occupancy$36,116$5,095-$41,211
Insurance$32,852--$32,852
Interest$29,675--$29,675
Conferences and Meetings$9,462--$9,462
Other Expenses$8,596--$8,596
Depreciation Depletion$7,321--$7,321
Total Functional Expenses$2,482,103$206,364$0$2,688,467

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,688,467
Total Expenses per Audited Statements$2,688,467
Total Expenses per Form 990$2,688,467
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Management of southern iowa resources for families inc is delegated to heartland management alliance. Southern iowa resources reimburses heartland management for executive and clerical services provided by the management company.”

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

“Tax return is reviewed at meeting when audit is presented”

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

“Requests conflict of interest statements annually from directors”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Southern Iowa Resources
EIN
42-1133244
Phone
6417824170
Address
109 N ELM, CRESTON, IA 50801

Signing Officer

Name
Kendalyn Huff
Title
Executive
Phone
6417824170
Signed
2017-11-15

Organization Details

Principal Officer
Kendalyn Huff
Formed
1979
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
138

Preparer

Firm
Schroer & Associates Pc
Address
42 N 2ND ST, COUNCIL BLUFFS, IA 51503-9027
Preparer
Diane C Mcgrain
Phone
7123228734
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF SOUTHERN IOWA RESOURCES FOR FAMILIES INC IS DELEGATED TO HEARTLAND MANAGEMENT ALLIANCE. SOUTHERN IOWA RESOURCES REIMBURSES HEARTLAND MANAGEMENT FOR EXECUTIVE AND CLERICAL SERVICES PROVIDED BY THE MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS REVIEWED AT MEETING WHEN AUDIT IS PRESENTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REQUESTS CONFLICT OF INTEREST STATEMENTS ANNUALLY FROM DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0272626627
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HEARTLAND MANAGEMENT ALLIANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0215 N WALNUT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CRESTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd050801
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0201269
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HEARTLAND MANAGEMENT ALLIANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0812577
IRS990/TotalAssetsEOYAmt0526774
IRS990/TotalAssetsGrp/BOYAmt0812577
IRS990/TotalAssetsGrp/EOYAmt0526774
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0138
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0206364
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02482103
IRS990/TotalFunctionalExpensesGrp/TotalAmt02688467
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01444949
IRS990/TotalLiabilitiesEOYAmt01014888
IRS990/TotalLiabilitiesGrp/BOYAmt01444949
IRS990/TotalLiabilitiesGrp/EOYAmt01014888
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-632372
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-488114
IRS990/TotalProgramServiceExpensesAmt02482103
IRS990/TotalProgramServiceRevenueAmt02805022
IRS990/TotalRevenueGrp/ExclusionAmt027703
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02805022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02832725
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0812577
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0526774
IRS990/TravelGrp/ProgramServicesAmt081298
IRS990/TravelGrp/TotalAmt081298
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-632372
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-488114
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0270966
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0202460
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 216
IRS990/USAddress/CityNm0CRESTON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050801
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDALYN HUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum06417824170
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN IOWA RESOURCES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR FAMILIES
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0421133244
ReturnHeader/Filer/PhoneNum06417824170
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 N ELM
ReturnHeader/Filer/USAddress/CityNm0CRESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07255A15A9D03DD822011299D9E09CD75FCFAFD9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FBE84360638FD835FBC31F5D36AD5A1EE6FBF87D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421459710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHROER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 N 2ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COUNCIL BLUFFS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0515039027
ReturnHeader/PreparerPersonGrp/PhoneNum07123228734
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE C MCGRAIN
ReturnHeader/ReturnTs02017-11-13T17:33:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$526,774
Liabilities
$1,014,888
Net assets
-$488,114
Revenue
$2,832,725
Expenses
$2,688,467
Net income
$144,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.29$1.54$3.79$3.78$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.38$1.53$3.94$3.66$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.40$1.25$3.71$3.38$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.38$0.92$3.45$3.21$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.28$0.68$3.31$2.88$0.43
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.33$0.25$3.16$2.83$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.62$0.08$3.08$2.67$0.41
2017Detailed filing. Detailed filing data is available for this year.$0.53$1.01$0.49$2.83$2.69$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.81$1.44$0.63$3.03$2.67$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.60$1.59$0.99$2.75$2.74$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.54$1.22$0.67$2.81$3.00$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$1.09$0.48$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$1.10$0.24$3.42
2011Summary only. Only limited summary data is available for this year.$1.04$1.12$0.09$3.28$3.28$0.00