Civic Intelligence

Duncan Heights Inc.

990 • Fiscal year 2018 • EIN 42-1325730

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

236 State StreetGarner, IA 50438

(641) 923-3337

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

36th percentile

-1.0%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$66,812

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$895,741

Down $13,265 (-1.5%) from 2017

Net Assets

Down

$857,445

Down $15,101 (-1.7%) from 2017

Liabilities

Up

$38,296

Up $1,836 (+5.0%) from 2017

Revenue

Down

$1,515,057

Down $175,334 (-10%) from 2017

Expenses

Down

$1,530,158

Down $101,250 (-6.2%) from 2017

Net Income

Down

-$15,101

Down $74,084 (-126%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $914,125Liabilities 2011: $119,976Net Assets 2011: $794,1492011Assets 2012: $849,037Liabilities 2012: $111,637Net Assets 2012: $737,4002012Assets 2013: $745,152Liabilities 2013: $107,977Net Assets 2013: $637,1752013Assets 2014: $932,509Liabilities 2014: $148,931Net Assets 2014: $783,5782014Assets 2015: $1,155,542Liabilities 2015: $110,252Net Assets 2015: $1,045,2902015Assets 2016: $860,799Liabilities 2016: $47,236Net Assets 2016: $813,5632016Assets 2017: $909,006Liabilities 2017: $36,460Net Assets 2017: $872,5462017Assets 2018: $895,741Liabilities 2018: $38,296Net Assets 2018: $857,4452018Assets 2019: $1,002,037Liabilities 2019: $227,262Net Assets 2019: $774,7752019Assets 2020: $1,126,735Liabilities 2020: $317,404Net Assets 2020: $809,3312020Assets 2021: $1,034,846Liabilities 2021: $208,591Net Assets 2021: $826,2552021Assets 2022: $1,221,525Liabilities 2022: $286,458Net Assets 2022: $935,0672022Assets 2023: $1,464,964Liabilities 2023: $368,459Net Assets 2023: $1,096,5052023Assets 2024: $1,742,558Liabilities 2024: $609,027Net Assets 2024: $1,133,5312024

Highlighted filing

2018

Assets$895,741
Liabilities$38,296
Net Assets$857,445

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,404,6812011Revenue 2012: $1,346,509Expenses 2012: $1,403,258Net Income 2012: -$56,7492012Expenses 2013: $1,419,9502013Revenue 2014: $1,735,454Expenses 2014: $1,589,051Net Income 2014: $146,4032014Revenue 2015: $1,785,796Expenses 2015: $1,644,369Net Income 2015: $141,4272015Revenue 2016: $1,328,231Expenses 2016: $1,559,958Net Income 2016: -$231,7272016Revenue 2017: $1,690,391Expenses 2017: $1,631,408Net Income 2017: $58,9832017Revenue 2018: $1,515,057Expenses 2018: $1,530,158Net Income 2018: -$15,1012018Revenue 2019: $1,429,519Expenses 2019: $1,512,189Net Income 2019: -$82,6702019Revenue 2020: $1,531,282Expenses 2020: $1,496,726Net Income 2020: $34,5562020Revenue 2021: $1,388,941Expenses 2021: $1,372,017Net Income 2021: $16,9242021Revenue 2022: $1,446,793Expenses 2022: $1,343,729Net Income 2022: $103,0642022Revenue 2023: $1,585,356Expenses 2023: $1,423,918Net Income 2023: $161,4382023Revenue 2024: $1,621,009Expenses 2024: $1,583,988Net Income 2024: $37,0212024

Highlighted filing

2018

Revenue$1,515,057
Expenses$1,530,158
Net Income-$15,101
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Gross Receipts
$1,515,057
Mission and Program Overview

Mission

To provide services to meet the physical, mental, social, spiritual ,and vocational needs of the individual consumer within the least restrictive environment.

To provide services and support necessary to enable individuals being served to live, learn, work, and socialize in a community setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$289,146$334,978▲ $45,832
Cash and Non-Interest-Bearing Accounts$432,838$303,096▼ $129,742
Accounts Receivable$148,667$215,903▲ $67,236
Prepaid Expenses and Deferred Charges$29,298$32,694▲ $3,396
Savings and Temporary Cash Investments$9,057$9,070▲ $13
Total Assets$909,006$895,741▼ $13,265
Liabilities
Accounts Payable and Accrued Expenses$36,460$38,296▲ $1,836
Total Liabilities$36,460$38,296▲ $1,836
Net Assets / Fund Balance
Unrestricted Net Assets$872,546$857,445▼ $15,101
Total Net Assets Fund Balance$872,546$857,445▼ $15,101
Total Liabilities and Net Assets / Fund Balance$909,006$895,741▼ $13,265

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$251,059$85,984$337,043
Equipment$29,755$100,476$130,231
Leasehold Improvements$32,164$5,437$37,601
Land$22,000-$22,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi HansenExecutive DiFT$59,241$7,571$66,812
Bonnie WilhitePresident-$1,350-$1,350
Lisa SmidtSecretary-$1,350-$1,350
Doug WeilandDirector-$1,200-$1,200
Scott LarsonVice - Presi-$900-$900
Tom WellikDirector-$750-$750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,513,406
Investment Income
$499
Other Revenue
$1,152
Change in Net Assets
$-15,101

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,515,057
Total Revenue per Audited Statements
$1,515,057
Total Revenue per Form 990
$1,515,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,259,895
Other Expenses$270,263
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$874,826$98,671-$973,497
Other Employee Benefits$97,318$18,256-$115,574
Occupancy$69,985$11,735-$81,720
Current Officers, Directors, Trustees, and Key Employees$62,940$13,265-$76,205
Payroll Taxes$63,291$11,775-$75,066
Insurance$47,138$8,395-$55,533
Depreciation Depletion$20,282$1,386-$21,668
Pension Plan Contributions$13,397$6,156-$19,553
All Other Expenses$345$12,155-$12,500
Office Expenses$316$11,708-$12,024
Information Technology$3,948$6,800-$10,748
Fees for Services Accounting-$8,270-$8,270
Other Expenses$1,405$6,121-$7,526
Fees for Services Other-$6,361-$6,361
Fees for Services Legal-$5,955-$5,955
Conferences and Meetings-$731-$731
Total Functional Expenses$1,292,693$237,465$0$1,530,158

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,530,158
Total Expenses per Audited Statements$1,530,158
Total Expenses per Form 990$1,530,158
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
Audit committee
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
No
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 form 990 is discussed and reviewed at a meeting of the board of directors.

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

Compensation is determined based upon an annual review and board approval of salaries.

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

Compensation is determined based upon an annual review and board approval of salaries.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are not made available for public inspection.

Filing and Contact Details

Filer

Filer Name
Duncan Heights Inc
EIN
42-1325730
Phone
6419233337
Address
236 STATE STREET, GARNER, IA 50438

Signing Officer

Name
Heidi Hansen
Title
Executive Director
Phone
6419233337
Signed
2018-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Hansen
Formed
1989
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
49

Preparer

Firm
Hogan - Hansen Pc
Address
PO BOX 1318, MASON CITY, IA 50402-1318
Preparer
Laura Monaghan CPA
Phone
6414230574
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01728781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01326978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01784159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01759519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08113995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0994
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04419
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0521
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01390
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01911
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt08113995
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01514558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01728781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01326978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01784159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01759519
IRS990ScheduleA/Total509Grp/TotalAmt08113995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01515057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01729338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01328231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01785796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01761903
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08120325
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0251059
IRS990ScheduleD/BuildingsGrp/DepreciationAmt085984
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0337043
IRS990ScheduleD/EquipmentGrp/BookValueAmt029755
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100476
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130231
IRS990ScheduleD/ExpensesSubtotalAmt01530158
IRS990ScheduleD/LandGrp/BookValueAmt022000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt022000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt032164
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05437
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt037601
IRS990ScheduleD/RevenueSubtotalAmt01515057
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0334978
IRS990ScheduleD/TotalExpensesPerForm990Amt01530158
IRS990ScheduleD/TotalRevenuePerForm990Amt01515057
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01515057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01530158
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISCUSSED AND REVIEWED AT A MEETING OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS DETERMINED BASED UPON AN ANNUAL REVIEW AND BOARD APPROVAL OF SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DETERMINED BASED UPON AN ANNUAL REVIEW AND BOARD APPROVAL OF SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0909006
IRS990/TotalAssetsEOYAmt0895741
IRS990/TotalAssetsGrp/BOYAmt0909006
IRS990/TotalAssetsGrp/EOYAmt0895741
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0237465
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01292693
IRS990/TotalFunctionalExpensesGrp/TotalAmt01530158
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036460
IRS990/TotalLiabilitiesEOYAmt038296
IRS990/TotalLiabilitiesGrp/BOYAmt036460
IRS990/TotalLiabilitiesGrp/EOYAmt038296
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0872546
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0857445
IRS990/TotalOtherCompensationAmt07571
IRS990/TotalProgramServiceExpensesAmt01292693
IRS990/TotalProgramServiceRevenueAmt01513406
IRS990/TotalReportableCompFromOrgAmt064791
IRS990/TotalRevenueGrp/ExclusionAmt0499
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01514558
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01515057
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0909006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0895741
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0872546
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0857445
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0236 STATE STREET
IRS990/USAddress/CityNm0GARNER
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050438
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI HANSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06419233337
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNCAN HEIGHTS INC
ReturnHeader/Filer/BusinessNameControlTxt0DUNC
ReturnHeader/Filer/EIN0421325730
ReturnHeader/Filer/PhoneNum06419233337
ReturnHeader/Filer/USAddress/AddressLine1Txt0236 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0GARNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050438
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04AD102E63844DC7A5114207E4030C1D15DA88942
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCDC98F4B6D89CA3147FBB1824A1FFF095B4CEAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.84.74.94
ReturnHeader/FilingSecurityInformation/IPDt02018-12-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:37:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0504021318
ReturnHeader/PreparerPersonGrp/PhoneNum06414230574
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA MONAGHAN CPA
ReturnHeader/ReturnTs02018-12-03T13:37:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.61$1.13$1.62$1.58$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.37$1.10$1.59$1.42$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.29$0.94$1.45$1.34$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.21$0.83$1.39$1.37$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.32$0.81$1.53$1.50$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.23$0.77$1.43$1.51$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$1.52$1.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$1.69$1.63$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$1.33$1.56$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.11$1.05$1.79$1.64$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.15$0.78$1.74$1.59$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.11$0.64$1.42
2012Summary only. Only limited summary data is available for this year.$0.85$0.11$0.74$1.35$1.40$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.12$0.79$1.40