Civic Intelligence

Creative Community Options Inc.

990 • Fiscal year 2020 • EIN 42-1388521

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 24, 2021

Organization ProfileWWW.CANDEOIOWA.ORG

View Organization Page

9550 White Oak Lane No 200Johnston, IA 50131

(515) 259-8120

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,335,529

Up $1,428,984 (+158%) from 2019

Net Assets

Up

$1,107,206

Up $873,321 (+373%) from 2019

Liabilities

Up

$1,228,323

Up $555,663 (+83%) from 2019

Revenue And Expenses

Revenue

Down

$8,395,013

Down $39,941 (-0.5%) from 2019

Expenses

Down

$7,764,087

Down $676,921 (-8.0%) from 2019

Net Income

Up

$630,926

Up $636,980 (+10522%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $818,071Liabilities 2010: $719,184Net Assets 2010: $98,8872010Assets 2011: $783,911Liabilities 2011: $515,466Net Assets 2011: $268,4452011Assets 2012: $1,022,248Liabilities 2012: $805,833Net Assets 2012: $216,4152012Assets 2013: $1,270,100Liabilities 2013: $1,039,670Net Assets 2013: $230,4302013Assets 2014: $1,212,794Liabilities 2014: $968,931Net Assets 2014: $243,8632014Assets 2015: $1,267,377Liabilities 2015: $1,008,704Net Assets 2015: $258,6732015Assets 2016: $1,132,867Liabilities 2016: $852,380Net Assets 2016: $280,4872016Assets 2017: $1,085,540Liabilities 2017: $789,060Net Assets 2017: $296,4802017Assets 2018: $1,043,831Liabilities 2018: $803,892Net Assets 2018: $239,9392018Assets 2019: $906,545Liabilities 2019: $672,660Net Assets 2019: $233,8852019Assets 2020: $2,335,529Liabilities 2020: $1,228,323Net Assets 2020: $1,107,2062020Assets 2021: $4,592,571Liabilities 2021: $561,065Net Assets 2021: $4,031,5062021Assets 2022: $4,886,697Liabilities 2022: $2,139,544Net Assets 2022: $2,747,1532022Assets 2023: $4,799,432Liabilities 2023: $2,256,132Net Assets 2023: $2,543,3002023Assets 2024: $4,152,973Liabilities 2024: $1,663,713Net Assets 2024: $2,489,2602024

Highlighted filing

2020

Assets$2,335,529
Liabilities$1,228,323
Net Assets$1,107,206
Open 2020 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,663,3652010Expenses 2011: $6,480,1842011Expenses 2012: $7,439,2132012Revenue 2013: $8,560,631Expenses 2013: $8,546,616Net Income 2013: $14,0152013Revenue 2014: $9,370,512Expenses 2014: $9,357,079Net Income 2014: $13,4332014Revenue 2015: $9,413,180Expenses 2015: $9,398,370Net Income 2015: $14,8102015Revenue 2016: $9,550,085Expenses 2016: $9,528,271Net Income 2016: $21,8142016Revenue 2017: $9,027,249Expenses 2017: $9,011,256Net Income 2017: $15,9932017Revenue 2018: $8,440,953Expenses 2018: $8,497,494Net Income 2018: -$56,5412018Revenue 2019: $8,434,954Expenses 2019: $8,441,008Net Income 2019: -$6,0542019Revenue 2020: $8,395,013Expenses 2020: $7,764,087Net Income 2020: $630,9262020Revenue 2021: $10,600,664Expenses 2021: $7,710,725Net Income 2021: $2,889,9392021Revenue 2022: $6,319,469Expenses 2022: $7,572,505Net Income 2022: -$1,253,0362022Revenue 2023: $7,336,624Expenses 2023: $7,564,368Net Income 2023: -$227,7442023Revenue 2024: $9,320,631Expenses 2024: $9,386,845Net Income 2024: -$66,2142024

Highlighted filing

2020

Revenue$8,395,013
Expenses$7,764,087
Net Income$630,926
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 24, 2021
Return Version
2020v4.1
Gross Receipts
$8,436,634
Mission and Program Overview

Mission

Supports adults with disabilities to live and work as independently as possible in the community of their choice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$38,546$1,385,618▲ $1,347,072
Accounts Receivable$698,741$576,543▼ $122,198
Investments Other Securities-$242,395-
Prepaid Expenses and Deferred Charges$80,444$61,685▼ $18,759
Land, Buildings, and Equipment, Net$72,814$53,188▼ $19,626
Total Assets$906,545$2,335,529▲ $1,428,984
Other Assets Total$16,000$16,100▲ $100
Liabilities
Accounts Payable and Accrued Expenses$485,259$742,159▲ $256,900
Deferred Revenue-$480,632-
Mortgage Notes Payable Secured by Investment Property$187,401$5,532▼ $181,869
Total Liabilities$672,660$1,228,323▲ $555,663
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$220,367$860,216▲ $639,849
Net Assets With Donor Restrictions$13,518$246,990▲ $233,472
Total Net Assets Fund Balance$233,885$1,107,206▲ $873,321
Total Liabilities and Net Assets / Fund Balance$906,545$2,335,529▲ $1,428,984

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,449$554,268$569,717
Leasehold Improvements$37,739$21,331$59,070
Other Securities$242,395--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$230,808-▲ $11,587-$242,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcy DavisExecutive DirectorFT$97,068$5,383$102,451

Board Members and Trustees

NameTitle
Mike LantzChair
Kevin BoockVice Chair
Amos RopDirector
Dennis BurnsDirector
Lisa SullivanDirector
Patrick ConwayDirector
Richard RennerDirector
Veronica RoshekSecretary
Tom EckstaedtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,562,825
Program Service Revenue
$6,821,302
Investment Income
$11,583
Other Revenue
$-697
All Other Contributions
$142,293
Change in Net Assets
$630,926

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,395,013
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$41,621
Total Revenue per Audited Statements
$8,436,634
Total Revenue per Form 990
$8,395,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,785,945
Other Expenses$978,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,587,395$812,862-$5,400,257
Other Employee Benefits$736,068$112,748-$848,816
Payroll Taxes$337,794$96,627-$434,421
Occupancy$18,664$224,938-$243,602
Fees for Services Accounting-$173,657-$173,657
Fees for Services Other$5,820$116,249-$122,069
Travel$97,316$8,460-$105,776
Current Officers, Directors, Trustees, and Key Employees-$102,451-$102,451
Insurance$269$83,341-$83,610
Other Expenses$27,758$11,029-$38,787
All Other Expenses$18,006$12,370-$30,376
Depreciation Depletion-$19,626-$19,626
Conferences and Meetings$4,470$9,011-$13,481
Interest-$7,347-$7,347
Fees for Services Legal-$2,887-$2,887
Total Functional Expenses$5,843,834$1,920,253$0$7,764,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,805,708
Expenses per Audited Statements$7,764,087
Total Expenses per Form 990$7,764,087
Expenses Not Reported on Form 990$41,621
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,001
Fundraising Gross Income$0
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated payroll reporting responsibilities to paylocity and cost reporting mandates to eide bailly, llp.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the ceo before being filed by the tax return preparer. The board members review the form 990 at their next meeting after filing.”

Form 990, Part VI, Section B, Line 12C

“The board of directors and executive committee review the conflict of interest policy annually and review any necessary disclosures.”

Form 990, Part VI, Section B, Line 15A

“The board of directors meets to review and discuss the compensation of the executive director. Standard increase limits are set during the budgeting process and the board, executive director, and management team all follow that standard.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available on the iowa secretary of state's website and the organization's financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Creative Community Options Inc
EIN
42-1388521
Phone
5152598120
Address
9550 WHITE OAK LANE NO 200, JOHNSTON, IA 50131
Doing Business As
Candeo

Signing Officer

Name
Marcy Davis
Title
Executive Director
Phone
5152598120
Signed
2021-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcy Davis
Formed
1992
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
265
Volunteers
0

Preparer

Firm
Lwbj Llp
Address
4200 UNIVERSITY AVE SUITE 410, WEST DES MOINES, IA 50266
Preparer
Mark a Cronin
Phone
5152225680
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Beneficial interest in permanent endowment not affecting income 230,808.”

Form 990 Part XII, Line 2C

“The board of directors assumes responsibility for oversight of the audit of the organization's financial statements and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization intends to use the earnings from the endowment to fund ongoing, annual operating expenses.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) for an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has evaluated their material tax positions and determined there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in part viii, line 6b 40,620. Fundraising expenses included in part viii, line 8b 1,001.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in part viii, line 6b 40,620. Fundraising expenses included in part viii, line 8b 1,001.”

Raw XML AppendixShowing 400 of 479 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0485259
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0742159
IRS990/AccountsReceivableGrp/BOYAmt0698741
IRS990/AccountsReceivableGrp/EOYAmt0576543
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORTS ADULTS WITH DISABILITIES TO LIVE AND WORK AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE.
IRS990/AllOtherContributionsAmt0142293
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt012370
IRS990/AllOtherExpensesGrp/ProgramServicesAmt018006
IRS990/AllOtherExpensesGrp/TotalAmt030376
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARCY DAVIS
IRS990/BooksInCareOfDetail/PhoneNum05152598120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09550 WHITE OAK LANE SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0JOHNSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050131
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt038546
IRS990/CashNonInterestBearingGrp/EOYAmt01385618
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0102451
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0102451
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09011
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04470
IRS990/ConferencesMeetingsGrp/TotalAmt013481
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01562825
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011583
IRS990/CYOtherExpensesAmt0978142
IRS990/CYOtherRevenueAmt0-697
IRS990/CYProgramServiceRevenueAmt06821302
IRS990/CYRevenuesLessExpensesAmt0630926
IRS990/CYSalariesCompEmpBnftPaidAmt06785945
IRS990/CYTotalExpensesAmt07764087
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08395013
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0480632
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019626
IRS990/DepreciationDepletionGrp/TotalAmt019626
IRS990/Desc0COMMUNITY LIVING - PERSONS WITH DISABILITIES ARE TRAINED TO LIVE IN MORE INDEPENDENT ENVIRONMENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CANDEO
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013518
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0246990
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0265
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05268036
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0173657
IRS990/FeesForServicesAccountingGrp/TotalAmt0173657
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02887
IRS990/FeesForServicesLegalGrp/TotalAmt02887
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0116249
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05820
IRS990/FeesForServicesOtherGrp/TotalAmt0122069
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt95383
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE LANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD RENNER
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN BOOCK
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm5VERONICA ROSHEK
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM ECKSTAEDT
IRS990/Form990PartVIISectionAGrp/PersonNm7AMOS ROP
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARCY DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt997068
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt01001
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01420532
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08436634
IRS990/GrossRentsGrp/RealAmt040620
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt083341
IRS990/InsuranceGrp/ProgramServicesAmt0269
IRS990/InsuranceGrp/TotalAmt083610
IRS990/InterestGrp/ManagementAndGeneralAmt07347
IRS990/InterestGrp/TotalAmt07347
IRS990/InvestmentIncomeGrp/ExclusionAmt011583
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011583
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0242395
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0575599
IRS990/LandBldgEquipBasisNetGrp/BOYAmt072814
IRS990/LandBldgEquipBasisNetGrp/EOYAmt053188
IRS990/LandBldgEquipCostOrOtherBssAmt0628787
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt040620
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTS ADULTS WITH DISABILITIES TO LIVE AND WORK AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0187401
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05532
IRS990/NetAssetsOrFundBalancesBOYAmt0233885
IRS990/NetAssetsOrFundBalancesEOYAmt01107206
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1001
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1001
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt011587
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0220367
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0860216
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0224938
IRS990/OccupancyGrp/ProgramServicesAmt018664
IRS990/OccupancyGrp/TotalAmt0243602
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016000
IRS990/OtherAssetsTotalGrp/EOYAmt016100
IRS990/OtherChangesInNetAssetsAmt0230808
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0112748
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0736068
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0848816
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051391
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142527
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt232732
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt311029
IRS990/OtherExpensesGrp/ProgramServicesAmt01882
IRS990/OtherExpensesGrp/ProgramServicesAmt1836
IRS990/OtherExpensesGrp/ProgramServicesAmt27556
IRS990/OtherExpensesGrp/ProgramServicesAmt327758
IRS990/OtherExpensesGrp/TotalAmt053273
IRS990/OtherExpensesGrp/TotalAmt143363
IRS990/OtherExpensesGrp/TotalAmt240288
IRS990/OtherExpensesGrp/TotalAmt338787
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0304
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0304
IRS990/OtherRevenueTotalAmt0304
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0812862
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04587395
IRS990/OtherSalariesAndWagesGrp/TotalAmt05400257
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt096627
IRS990/PayrollTaxesGrp/ProgramServicesAmt0337794
IRS990/PayrollTaxesGrp/TotalAmt0434421
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080444
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061685
IRS990/PrincipalOfficerNm0MARCY DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06821302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06821302
IRS990/ProgSrvcAccomActy2Grp/Desc0EMPLOYMENT - PERSONS WITH DISABILITIES ARE PLACED, TRAINED, AND SUPERVISED BY EMPLOYMENT CONSULTANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0439429
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0375306
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT MENTAL HEALTH THERAPY - COUNSELING SERVICES FOR CHILDREN AND ADULTS TO IMPROVE MENTAL HEALTH.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0136369
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0143746
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0246127
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01135
IRS990/PYOtherExpensesAmt01017228
IRS990/PYOtherRevenueAmt0-7128
IRS990/PYProgramServiceRevenueAmt08194820
IRS990/PYRevenuesLessExpensesAmt0-6054
IRS990/PYSalariesCompEmpBnftPaidAmt07423780
IRS990/PYTotalExpensesAmt08441008
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08434954
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0630926
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06417972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08384431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08441021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08446895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09023186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09550085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043845618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0605
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053943
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt043845618
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08384431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08441021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08446895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09023186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09550085
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043845618
IRS990ScheduleA/TotalSupportAmt043899561
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0230808
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0242395
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011587
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt015449
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0554268
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0569717
IRS990ScheduleD/ExpensesNotReportedAmt041621
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07764087
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt037739
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt021331
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt059070
IRS990ScheduleD/OtherExpensesIncludedAmt041621
IRS990ScheduleD/OtherRevenueAmt041621
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0242395
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CANDEO ENDOW IOWA FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt041621
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08395013
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION INTENDS TO USE THE EARNINGS FROM THE ENDOWMENT TO FUND ONGOING, ANNUAL OPERATING EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES INCLUDED IN PART VIII, LINE 6B 40,620. FUNDRAISING EXPENSES INCLUDED IN PART VIII, LINE 8B 1,001.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES INCLUDED IN PART VIII, LINE 6B 40,620. FUNDRAISING EXPENSES INCLUDED IN PART VIII, LINE 8B 1,001.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053188
IRS990ScheduleD/TotalBookValueSecuritiesAmt0242395
IRS990ScheduleD/TotalExpensesPerForm990Amt07764087
IRS990ScheduleD/TotalRevenuePerForm990Amt08395013
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08436634
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07805708
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED PAYROLL REPORTING RESPONSIBILITIES TO PAYLOCITY AND COST REPORTING MANDATES TO EIDE BAILLY, LLP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO BEFORE BEING FILED BY THE TAX RETURN PREPARER. THE BOARD MEMBERS REVIEW THE FORM 990 AT THEIR NEXT MEETING AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND REVIEW ANY NECESSARY DISCLOSURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS MEETS TO REVIEW AND DISCUSS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. STANDARD INCREASE LIMITS ARE SET DURING THE BUDGETING PROCESS AND THE BOARD, EXECUTIVE DIRECTOR, AND MANAGEMENT TEAM ALL FOLLOW THAT STANDARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE IOWA SECRETARY OF STATE'S WEBSITE AND THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BENEFICIAL INTEREST IN PERMANENT ENDOWMENT NOT AFFECTING INCOME 230,808.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,335,529
Liabilities
$1,228,323
Net assets
$1,107,206
Revenue
$8,395,013
Expenses
$7,764,087
Net income
$630,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$1.66$2.49$9.32$9.39$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$2.26$2.54$7.34$7.56$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$2.14$2.75$6.32$7.57$1.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.56$4.03$10.6$7.71$2.89
2020Detailed filing. Detailed filing data is available for this year.$2.34$1.23$1.11$8.40$7.76$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.67$0.23$8.43$8.44$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.80$0.24$8.44$8.50$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.79$0.30$9.03$9.01$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.85$0.28$9.55$9.53$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.01$0.26$9.41$9.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.97$0.24$9.37$9.36$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.27$1.04$0.23$8.56$8.55$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.81$0.22$7.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.52$0.27$6.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.72$0.10$5.66
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $5M-$10M nonprofits