Civic Intelligence

Independence Place Inc.

990EZ • Fiscal year 2021 • EIN 45-2640003

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profilewww.independenceplaceofalabama.org
PO Box 1237Trussville, AL 35173

(205) 913-1815

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

5.6%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.3%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

-9.5%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$217,510

Up $6,900 (+3.3%) from 2020

Net Assets

Up

$217,510

Up $6,900 (+3.3%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin46th percentile

Revenue

Down

$125,221

Down $13,119 (-9.5%) from 2020

Expenses

Up

$118,221

Up $22,714 (+24%) from 2020

Net Income

Down

$7,000

Down $35,833 (-84%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300K$200K$100K$0Assets 2012: $10,463Liabilities 2012: $02012Assets 2013: $23,571Liabilities 2013: $02013Assets 2014: $59,976Liabilities 2014: $02014Assets 2015: $66,513Liabilities 2015: $02015Assets 2016: $82,525Net Assets 2016: $82,5252016Assets 2017: $119,957Liabilities 2017: $02017Assets 2018: $134,786Liabilities 2018: $02018Assets 2019: $167,777Liabilities 2019: $02019Assets 2020: $210,610Net Assets 2020: $210,6102020Assets 2021: $217,510Liabilities 2021: $0Net Assets 2021: $217,5102021Assets 2022: $220,112Liabilities 2022: $0Net Assets 2022: $220,1122022Assets 2023: $224,163Liabilities 2023: $02023Assets 2024: $260,067Liabilities 2024: $0Net Assets 2024: $260,0672024

Highlighted filing

2021

Assets$217,510
Liabilities$0
Net Assets$217,510
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$150K$100K$50K$0Revenue 2012: $24,790Expenses 2012: $14,327Net Income 2012: $10,4632012Revenue 2013: $51,029Expenses 2013: $37,921Net Income 2013: $13,1082013Revenue 2014: $86,413Expenses 2014: $50,008Net Income 2014: $36,4052014Revenue 2015: $59,658Expenses 2015: $53,121Net Income 2015: $6,5372015Revenue 2016: $76,076Expenses 2016: $60,064Net Income 2016: $16,0122016Revenue 2017: $114,101Expenses 2017: $76,669Net Income 2017: $37,4322017Revenue 2018: $112,598Expenses 2018: $97,769Net Income 2018: $14,8292018Revenue 2019: $150,859Expenses 2019: $117,868Net Income 2019: $32,9912019Revenue 2020: $138,340Expenses 2020: $95,507Net Income 2020: $42,8332020Revenue 2021: $125,221Expenses 2021: $118,221Net Income 2021: $7,0002021Revenue 2022: $133,216Expenses 2022: $130,614Net Income 2022: $2,6022022Revenue 2023: $148,405Expenses 2023: $144,354Net Income 2023: $4,0512023Revenue 2024: $185,600Expenses 2024: $149,696Net Income 2024: $35,9042024

Highlighted filing

2021

Revenue$125,221
Expenses$118,221
Net Income$7,000
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$125,221
Mission and Program Overview

Mission

serving adults with disabilities

Program Services

DescriptionGrantsExpenses
Daily activities sports crafts activities-$118,221
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE JONESExecutive DirectorPT$0--
LANCE PATEPresidentPT$0--
PAM ELMOREParent AdvocatePT$0--
KATIE THOMPSONBoard MemberPT$0--
JANIS BRAUEVicepresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Independence Place Inc
EIN
45-2640003
In Care Of
% Carrie Jones
Phone
2059131815
Address
PO Box 1237, Trussville, AL 35173

Signing Officer

Name
Carrie Jones
Title
Executive Director
Phone
2059131815
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Preparer
Rhonda Shelton
Phone
2059990394
Supplemental Narrative

Additional Explanations

Part I Line 16

“Other office expenses $1603.00”

Part I Line 16

“Information technology $337.00”

Part I Line 16

“Travel $1903.00”

Part I Line 16

“Interest $50.00”

Part I Line 16

“Depreciation, depletion, and amortization $13217.00”

Part I Line 16

“Insurance $4917.00”

Part I Line 16

“Bank charges $193.00”

Part I Line 16

“Dues and subscriptions $50.00”

Part I Line 16

“Phone expense $800.00”

Part I Line 16

“Daily activites $6265.00”

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARRIE JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum02059131815
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1237
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Trussville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0190436
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210653
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042121
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07000
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03302
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0210510
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0217510
IRS990EZ/GrossReceiptsAmt0125221
IRS990EZ/LandAndBuildingsGrp/BOYAmt020074
IRS990EZ/LandAndBuildingsGrp/EOYAmt06857
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0210510
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217510
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0210510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0217510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LANCE PATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM ELMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANIS BRAUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Parent Advocate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VicePresident
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0serving adults with disabilities
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt083100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Daily activities sports crafts activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118221
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt085576
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0118221
IRS990EZ/TotalProgramServiceExpensesAmt0118221
IRS990EZ/TotalRevenueAmt0125221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.independenceplaceofalabama.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0125221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0138340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0113308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0628265
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0628265
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0138340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0113308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114101
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0628265
IRS990ScheduleA/TotalSupportAmt0628265
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other office expenses $1603.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information technology $337.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1903.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest $50.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation, depletion, and amortization $13217.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $4917.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank charges $193.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues and subscriptions $50.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Phone expense $800.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Daily activites $6265.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02059131815
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independence Place Inc
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0452640003
ReturnHeader/Filer/InCareOfNm0% Carrie Jones
ReturnHeader/Filer/PhoneNum02059131815
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1237
ReturnHeader/Filer/USAddress/CityNm0Trussville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035173
ReturnHeader/PreparerPersonGrp/PhoneNum02059990394
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA SHELTON
ReturnHeader/ReturnTs02022-11-15T17:01:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,510
Liabilities
$0
Net assets
$217,510
Revenue
$125,221
Expenses
$118,221
Net income
$7,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$1.86$1.50$0.36
2023Summary only. Only limited summary data is available for this year.$2.24$0.00$1.48$1.44$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.33$1.31$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.25$1.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.11$2.11$1.38$0.96$0.43
2019Summary only. Only limited summary data is available for this year.$1.68$0.00$1.51$1.18$0.33
2018Summary only. Only limited summary data is available for this year.$1.35$0.00$1.13$0.98$0.15
2017Summary only. Only limited summary data is available for this year.$1.20$0.00$1.14$0.77$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.76$0.60$0.16
2015Summary only. Only limited summary data is available for this year.$0.67$0.00$0.60$0.53$0.07
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.86$0.50$0.36
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.51$0.38$0.13
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.25$0.14$0.10