Civic Intelligence

Unknown Organization

EIN 43-1043496 • 501(c)3

Profile

Embracing and empowering people with disabilities to lead fulfilled lives in a welcoming and unbiased society.

1508 NW Vivion Road64118

www.trialityinc.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$0

Down $1,122,156 (-100%) from 2013

Liabilities

Down

$0

Down $588,643 (-100%) from 2013

Net Assets

Down

$0

Down $533,513 (-100%) from 2013

Revenue

$4,404,266

No earlier filing loaded for comparison.

Expenses

Up

$4,632,484

Up $32,816 (+0.7%) from 2013

Net Income

-$228,218

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $667,674Liabilities 2012: $381,204Net Assets 2012: $286,4702012Assets 2013: $1,122,156Liabilities 2013: $588,643Net Assets 2013: $533,5132013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $3,913,3082012Expenses 2013: $4,599,6682013Revenue 2014: $4,404,266Expenses 2014: $4,632,484Net Income 2014: -$228,2182014

Highlighted filing

2014

Revenue$4,404,266
Expenses$4,632,484
Net Income-$228,218

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 17, 2015
Return Version
2013v4.0
Gross Receipts
$4,404,266
Mission and Program Overview

Mission

Embracing and empowering people with disabilities to lead fulfilled lives in a welcoming and unbiased society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$518,756$0▼ $518,756
Accounts Receivable$450,224$0▼ $450,224
Cash and Non-Interest-Bearing Accounts$85,141$0▼ $85,141
Pledges and Grants Receivable$25,956$0▼ $25,956
Prepaid Expenses and Deferred Charges$22,337$0▼ $22,337
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,122,156$0▼ $1,122,156
Other Assets Total$19,742$0▼ $19,742
Liabilities
Mortgage Notes Payable Secured by Investment Property$348,449$0▼ $348,449
Accounts Payable and Accrued Expenses$240,194$0▼ $240,194
Total Liabilities$588,643$0▼ $588,643
Net Assets / Fund Balance
Unrestricted Net Assets$407,945$0▼ $407,945
Temporarily Rstr Net Assets$125,568$0▼ $125,568
Total Net Assets Fund Balance$533,513$0▼ $533,513
Total Liabilities and Net Assets / Fund Balance$1,122,156$0▼ $1,122,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Wendy WitcigExecutive DirectorFT$87,982$87,982
Carol ConnorChief Financial Officer, FormerFT$16,340$16,340
Melissa JonesChief Financial OfficerFT$1,154$1,154

Board Members and Trustees

NameTitle
Tom CranshawBoard Chair
Brian C WrightBoard Director
Laura ReeseBoard Director
Tom BeanBoard Director
Wes WingfieldBoard Director
Kara BurgessSecretary
Tim MccrawTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,513
Program Service Revenue
$4,315,753
Investment Income
$0
Other Revenue
$0
All Other Contributions
$65,504
Change in Net Assets
$-228,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,404,266
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,404,266
Total Revenue per Form 990
$4,404,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,479,773
Other Expenses$1,152,711
Total Fundraising Expense$40,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,712,011$262,065$28,445$3,002,521
Occupancy$258,992$48,641-$307,633
Payroll Taxes$166,567$25,179$1,937$193,683
Other Employee Benefits$147,864$11,023$5,498$164,385
Travel$127,971$15,393-$143,364
Current Officers, Directors, Trustees, and Key Employees-$119,184-$119,184
Depreciation Depletion$93,592$12,138-$105,730
Insurance$47,587$6,564$547$54,698
Information Technology$11,761$33,763-$45,524
All Other Expenses$4,533$30,754$3,940$39,227
Other Expenses$7,295$31,836$273$39,131
Interest$5,254$12,864-$18,118
Office Expenses-$375-$375
Total Functional Expenses$3,888,446$703,398$40,640$4,632,484

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,632,484
Total Expenses per Audited Statements$4,632,484
Total Expenses per Form 990$4,632,484
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Part VI, Section B, Line 11

A copy of the 990 return was provided to the cfo to review prior to filing.

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

The written conflict of interest policy is reviewed with new staff during orientation and on an annual basis with all employees and board of directors.

Form 990, Part VI, Section B, Line 15

Executive director compensation is determined by the board chair and executive committee. The executive director determines compensation for all other officers and key employees with the exception of the business manager, that is determined by the director of administration.

Form 990, Part VI, Section C, Line 18

The organization makes the 990 return and other governing documents available upon request.

Form 990, Part VI, Section C, Line 19

The written conflict of interest policy is reviewed with new staff during orientation and on an annual basis with all employees and board of directors.

Filing and Contact Details

Filer

EIN
43-1043496
Phone
8163266792

Signing Officer

Name
Wendy Witcig
Title
Executive Director
Phone
8163266792
Signed
2015-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Witcig
Formed
1975
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
7
Employees
197
Volunteers
43

Preparer

Preparer
Jeanette Bax-kurtz
Phone
3148622070
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Acquisition by easter seals midwest -305,295.

Financial Statement Notes

Part X, Line 2

The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the organization and various positions related to the potential sources of unrelated business taxable income ("ubit"). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the years ended june 30, 2014.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TRIALITY TOTS CUSTOMIZES EARLY INTERVENTION AND EDUCATION FOR CHILDREN WITH SPECIAL NEEDS IN THE CONTEXT OF AN INTEGRATED SETTING. IN FISCAL YEAR 2014 TRIALITY WAS FUNDED THROUGH EARLY HEAD START. ALL CHILDREN SUSTAINED AND/ OR MADE PROGRESS THROUGH MULTIPLE DEVELOPMENTAL MILESTONES.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0959954
IRS990/ProgSrvcAccomActy3Grp/Desc0TRIALITY'S EMPLOYMENT AND COMMUNITY SERVICES PROGRAM CONTINUES TO SERVE AS THE CORE PROGRAM. TRIALITY CONTINUES TO PROVIDE TRAINING, EDUCATION, AND SUPPORT TO PEOPLE WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES TO INCREASE THEIR INDEPENDENCE, PROVIDE ACCESS AND INVOLVEMENT IN THE COMMUNITY THROUGH EMPLOYMENT, VOLUNTEERISM AND SOCIAL NETWORKING. APPROXIMATELY 60 PEOPLE ARE SERVED IN THESE PROGRAMS WITH EMPLOYMENT AND PERSONAL OUTCOME GOALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0931327
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01447629
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0363477
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0398843
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0375131
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0867818
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04413513
IRS990/PYRevenuesLessExpensesAmt0188976
IRS990/PYSalariesCompEmpBnftPaidAmt03731850
IRS990/PYTotalExpensesAmt04599668
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04788644
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-228218
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01509327
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0375131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0954344
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02198
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02198
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96540
IRS990ScheduleA/PublicSupportPY170Pct00.99710
IRS990ScheduleA/PublicSupportTotal170Amt0923475
IRS990ScheduleA/SubstantialContributorsTotAmt030869
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0375131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198987
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0954344
IRS990ScheduleA/TotalSupportAmt0956542
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04632484
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04404266
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME ("UBIT"). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04632484
IRS990ScheduleD/TotalRevenuePerForm990Amt04404266
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04404266
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04632484
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH, ACCOUNTS RECEIVABLE, PREPAID EXPENSES, BUILDINGS AND EQUIPMENT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine10EASTER SEALS MIDWEST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02014-07-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0430979927
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0228218
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FUTURE CASH FLOWS AND NET BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1013545 BARRETT PARKWAY DRIVE NO 30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0BALLWIN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0MO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode063021
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 RETURN WAS PROVIDED TO THE CFO TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED WITH NEW STAFF DURING ORIENTATION AND ON AN ANNUAL BASIS WITH ALL EMPLOYEES AND BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE. THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES WITH THE EXCEPTION OF THE BUSINESS MANAGER, THAT IS DETERMINED BY THE DIRECTOR OF ADMINISTRATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE 990 RETURN AND OTHER GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED WITH NEW STAFF DURING ORIENTATION AND ON AN ANNUAL BASIS WITH ALL EMPLOYEES AND BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACQUISITION BY EASTER SEALS MIDWEST -305,295.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0125568
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01122156
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01122156
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt088513
IRS990/TotalEmployeeCnt0197
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt040640
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0703398
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03888446
IRS990/TotalFunctionalExpensesGrp/TotalAmt04632484
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0588643
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0588643
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0533513

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