Civic Intelligence

Access 2 Independence of the Eastern Iowa Corridor Inc.

990 • Fiscal year 2017 • EIN 42-1157404

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 10, 2018

1556 S 1st AveIowa City, IA 52240

(319) 338-3870

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.2%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-9.0%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$62,090

Down $6,126 (-9.0%) from 2016

Net Assets

Down

$53,211

Down $10,507 (-16%) from 2016

Liabilities

Up

$8,879

Up $4,381 (+97%) from 2016

Revenue

Down

$252,893

Down $9,891 (-3.8%) from 2016

Expenses

Up

$263,400

Up $11,386 (+4.5%) from 2016

Net Income

Down

-$10,507

Down $21,277 (-198%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $137,300Liabilities 2010: $12,837Net Assets 2010: $124,4632010Assets 2011: $155,641Liabilities 2011: $11,221Net Assets 2011: $144,4202011Assets 2012: $154,771Liabilities 2012: $11,565Net Assets 2012: $143,2062012Assets 2013: $70,581Liabilities 2013: $10,195Net Assets 2013: $60,3862013Assets 2014: $62,931Liabilities 2014: $8,562Net Assets 2014: $54,3692014Assets 2015: $62,309Liabilities 2015: $9,361Net Assets 2015: $52,9482015Assets 2016: $68,216Liabilities 2016: $4,498Net Assets 2016: $63,7182016Assets 2017: $62,090Liabilities 2017: $8,879Net Assets 2017: $53,2112017Assets 2018: $66,026Liabilities 2018: $11,177Net Assets 2018: $54,8492018Assets 2019: $67,685Liabilities 2019: $11,010Net Assets 2019: $56,6752019Assets 2020: $106,946Liabilities 2020: $20,369Net Assets 2020: $86,5772020Assets 2021: $102,654Liabilities 2021: $18,262Net Assets 2021: $84,3922021Assets 2022: $118,010Liabilities 2022: $42,335Net Assets 2022: $75,6752022Assets 2023: $76,789Liabilities 2023: $9,021Net Assets 2023: $67,7682023Assets 2024: $90,051Liabilities 2024: $23,792Net Assets 2024: $66,2592024

Highlighted filing

2017

Assets$62,090
Liabilities$8,879
Net Assets$53,211

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $293,489Expenses 2010: $256,046Net Income 2010: $37,4432010Expenses 2011: $254,3332011Expenses 2012: $302,6372012Revenue 2013: $122,946Expenses 2013: $205,313Net Income 2013: -$82,3672013Revenue 2014: $253,301Expenses 2014: $259,318Net Income 2014: -$6,0172014Revenue 2015: $242,493Expenses 2015: $243,914Net Income 2015: -$1,4212015Revenue 2016: $262,784Expenses 2016: $252,014Net Income 2016: $10,7702016Revenue 2017: $252,893Expenses 2017: $263,400Net Income 2017: -$10,5072017Revenue 2018: $253,898Expenses 2018: $252,260Net Income 2018: $1,6382018Revenue 2019: $287,831Expenses 2019: $286,083Net Income 2019: $1,7482019Revenue 2020: $339,480Expenses 2020: $309,578Net Income 2020: $29,9022020Revenue 2021: $400,030Expenses 2021: $402,214Net Income 2021: -$2,1842021Revenue 2022: $361,270Expenses 2022: $369,987Net Income 2022: -$8,7172022Revenue 2023: $355,568Expenses 2023: $363,475Net Income 2023: -$7,9072023Revenue 2024: $372,067Expenses 2024: $373,599Net Income 2024: -$1,5322024

Highlighted filing

2017

Revenue$252,893
Expenses$263,400
Net Income-$10,507
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 10, 2018
Return Version
2016v3.1
Gross Receipts
$252,893
Mission and Program Overview

Mission

To advance the integration and self-determination of people with disabilities through community services, education and opportunity development in the eastern iowa corridor and the surrounding regions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$34,129$34,775▲ $646
Cash and Non-Interest-Bearing Accounts$22,982$18,339▼ $4,643
Land, Buildings, and Equipment, Net$11,105$8,976▼ $2,129
Total Assets$68,216$62,090▼ $6,126
Liabilities
Accounts Payable and Accrued Expenses$413$4,452▲ $4,039
Other Liabilities$4,085$4,427▲ $342
Total Liabilities$4,498$8,879▲ $4,381
Net Assets / Fund Balance
Unrestricted Net Assets$63,718$53,211▼ $10,507
Total Net Assets Fund Balance$63,718$53,211▼ $10,507
Total Liabilities and Net Assets / Fund Balance$68,216$62,090▼ $6,126

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,976$70,433$79,409
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary Peggy LovelessBoard Chair
Gary FabianBoard Treasu
Amy RobaseVoting Membe
Troy WardVoting Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$252,893
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$362
Change in Net Assets
$-10,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$176,542
Other Expenses$86,858
Total Fundraising Expense$6,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$154,855--$154,855
Occupancy$25,989-$327$26,316
Information Technology$18,517--$18,517
Payroll Taxes$18,126--$18,126
Travel$10,970-$3,334$14,304
Office Expenses$7,906-$414$8,320
Fees for Services Accounting$6,632--$6,632
Depreciation Depletion$4,201--$4,201
Fees for Services Other$944-$2,747$3,691
Other Employee Benefits$3,561--$3,561
Insurance$2,485--$2,485
Conferences and Meetings$2,304-$13$2,317
Fees for Services Legal$75--$75
Total Functional Expenses$256,565$0$6,835$263,400
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholding Tax$4,427
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization's cpa prepares form 990 based on information provided by the organization. A draft of the return is given to the executive officers of the board of directors, who then performs a review of all information i the form and related schedules and supplemental information. If no changes are necessary, the executive officers approve the return to be filed and the treasurer signs the filing copy of the return.

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

Annually, all members of the board must disclose any conflicts of interest in writing. Once disclosed, the other board members will determine what duties can be performed by the disclosing board member.

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

Annually the board of directors review the performance of the executive director to determine job performance. Any changes in compensation and benefits are based on the performance review and what the organization can afford based on the current budget.

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

Annually the board of directors review the performance of the key employees to determine job performance. Any changes in compensation and benefits are based on the performance review and what the organization can afford based on the current budget.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, form 990 and financial statements available to the public upon specific request. The applicable materials are either mailed or emailed to the requesting person, or that person can inspect the documents and/or materials at the office of the organization during normal business hours.

Filing and Contact Details

Filer

Filer Name
Access 2 Independence of the
EIN
42-1157404
Phone
3193383870
Address
1556 S 1ST AVE, IOWA CITY, IA 52240

Signing Officer

Name
Mary Peggy Loveless
Title
Board Chair
Phone
3193383870
Signed
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Peggy Loveless
Formed
1980
Legal Domicile
Ia
Voting Board Members
2
Independent Board Members
2
Employees
5
Volunteers
7

Preparer

Firm
Taxes Plus
Address
302 SECOND ST, CORALVILLE, IA 52241
Preparer
Joan Walton
Phone
3193382799
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Number of consumers served through fye 9/30/17 was 72. Additionally, the organization provided 606 units of informatiom and referral

Raw XML Appendix320 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NUMBER OF CONSUMERS SERVED THROUGH FYE 9/30/17 WAS 72. ADDITIONALLY, THE ORGANIZATION PROVIDED 606 UNITS OF INFORMATIOM AND REFERRAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CPA PREPARES FORM 990 BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. A DRAFT OF THE RETURN IS GIVEN TO THE EXECUTIVE OFFICERS OF THE BOARD OF DIRECTORS, WHO THEN PERFORMS A REVIEW OF ALL INFORMATION I THE FORM AND RELATED SCHEDULES AND SUPPLEMENTAL INFORMATION. IF NO CHANGES ARE NECESSARY, THE EXECUTIVE OFFICERS APPROVE THE RETURN TO BE FILED AND THE TREASURER SIGNS THE FILING COPY OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, ALL MEMBERS OF THE BOARD MUST DISCLOSE ANY CONFLICTS OF INTEREST IN WRITING. ONCE DISCLOSED, THE OTHER BOARD MEMBERS WILL DETERMINE WHAT DUTIES CAN BE PERFORMED BY THE DISCLOSING BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY THE BOARD OF DIRECTORS REVIEW THE PERFORMANCE OF THE EXECUTIVE DIRECTOR TO DETERMINE JOB PERFORMANCE. ANY CHANGES IN COMPENSATION AND BENEFITS ARE BASED ON THE PERFORMANCE REVIEW AND WHAT THE ORGANIZATION CAN AFFORD BASED ON THE CURRENT BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE BOARD OF DIRECTORS REVIEW THE PERFORMANCE OF THE KEY EMPLOYEES TO DETERMINE JOB PERFORMANCE. ANY CHANGES IN COMPENSATION AND BENEFITS ARE BASED ON THE PERFORMANCE REVIEW AND WHAT THE ORGANIZATION CAN AFFORD BASED ON THE CURRENT BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON SPECIFIC REQUEST. THE APPLICABLE MATERIALS ARE EITHER MAILED OR EMAILED TO THE REQUESTING PERSON, OR THAT PERSON CAN INSPECT THE DOCUMENTS AND/OR MATERIALS AT THE OFFICE OF THE ORGANIZATION DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256565
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263400
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04498
IRS990/TotalLiabilitiesEOYAmt08879
IRS990/TotalLiabilitiesGrp/BOYAmt04498
IRS990/TotalLiabilitiesGrp/EOYAmt08879
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053211
IRS990/TotalProgramServiceExpensesAmt0256565
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252893
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068216
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062090
IRS990/TravelGrp/FundraisingAmt03334
IRS990/TravelGrp/ProgramServicesAmt010970
IRS990/TravelGrp/TotalAmt014304
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt063718
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IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.ACCESS2INDEPENDENCE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY PEGGY LOVELESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03193383870
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESS 2 INDEPENDENCE OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EASTERN IOWA CORRIDOE INC
ReturnHeader/Filer/BusinessNameControlTxt0ACCE
ReturnHeader/Filer/EIN0421157404
ReturnHeader/Filer/PhoneNum03193383870
ReturnHeader/Filer/USAddress/AddressLine1Txt01556 S 1ST AVE
ReturnHeader/Filer/USAddress/CityNm0IOWA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId047AFB4B366ABE983EA161A08C1052DCF4981A1D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047AFB4B366ABE983EA161A08C1052DCF4981A1D1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421549052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAXES PLUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORALVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052241
ReturnHeader/PreparerPersonGrp/PhoneNum03193382799
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN WALTON
ReturnHeader/ReturnTs02018-08-13T18:48:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.24$0.66$3.72$3.74$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.09$0.68$3.56$3.63$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.42$0.76$3.61$3.70$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.18$0.84$4.00$4.02$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.20$0.87$3.39$3.10$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.11$0.57$2.88$2.86$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.11$0.55$2.54$2.52$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.09$0.53$2.53$2.63$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.04$0.64$2.63$2.52$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.09$0.53$2.42$2.44$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.09$0.54$2.53$2.59$0.06
2013Summary only. Only limited summary data is available for this year.$0.71$0.10$0.60$1.23$2.05$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.12$1.43$3.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.11$1.44$2.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.13$1.24$2.93$2.56$0.37