Civic Intelligence

Retrieving Freedom Inc

990 • Fiscal year 2018 • EIN 45-3282513

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

1152 230th StreetWaverly, IA 50677

(479) 444-0555

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.02x

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

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

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

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

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$1,540,258

Up $345,679 (+29%) from 2017

Net Assets

Up

$1,512,220

Up $334,389 (+28%) from 2017

Liabilities

Up

$28,038

Up $11,290 (+67%) from 2017

Revenue

Up

$1,143,938

Up $251,177 (+28%) from 2017

Expenses

Up

$807,594

Up $109,383 (+16%) from 2017

Net Income

Up

$336,344

Up $141,794 (+73%) from 2017

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 2012: $214,130Liabilities 2012: $0Net Assets 2012: $214,1302012Assets 2013: $281,395Liabilities 2013: $0Net Assets 2013: $281,3952013Assets 2014: $684,340Liabilities 2014: $0Net Assets 2014: $684,3402014Assets 2015: $1,032,530Liabilities 2015: $1,677Net Assets 2015: $1,030,8532015Assets 2016: $987,342Liabilities 2016: $5,482Net Assets 2016: $981,8602016Assets 2017: $1,194,579Liabilities 2017: $16,748Net Assets 2017: $1,177,8312017Assets 2018: $1,540,258Liabilities 2018: $28,038Net Assets 2018: $1,512,2202018Assets 2019: $4,634,383Liabilities 2019: $2,768,216Net Assets 2019: $1,866,1672019Assets 2020: $5,533,030Liabilities 2020: $2,875,790Net Assets 2020: $2,657,2402020Assets 2021: $5,440,342Liabilities 2021: $2,542,944Net Assets 2021: $2,897,3982021Assets 2022: $5,646,550Liabilities 2022: $2,400,387Net Assets 2022: $3,246,1632022Assets 2023: $5,461,259Liabilities 2023: $2,240,157Net Assets 2023: $3,221,1022023Assets 2024: $5,210,961Liabilities 2024: $2,130,568Net Assets 2024: $3,080,3932024

Highlighted filing

2018

Assets$1,540,258
Liabilities$28,038
Net Assets$1,512,220

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $104,4262012Revenue 2013: $342,374Expenses 2013: $275,109Net Income 2013: $67,2652013Revenue 2014: $796,971Expenses 2014: $419,026Net Income 2014: $377,9452014Revenue 2015: $745,154Expenses 2015: $444,856Net Income 2015: $300,2982015Revenue 2016: $564,941Expenses 2016: $614,515Net Income 2016: -$49,5742016Revenue 2017: $892,761Expenses 2017: $698,211Net Income 2017: $194,5502017Revenue 2018: $1,143,938Expenses 2018: $807,594Net Income 2018: $336,3442018Revenue 2019: $1,638,736Expenses 2019: $1,288,573Net Income 2019: $350,1632019Revenue 2020: $2,237,210Expenses 2020: $1,446,137Net Income 2020: $791,0732020Revenue 2021: $1,973,680Expenses 2021: $1,734,628Net Income 2021: $239,0522021Revenue 2022: $2,222,445Expenses 2022: $1,932,645Net Income 2022: $289,8002022Revenue 2023: $2,317,814Expenses 2023: $2,343,181Net Income 2023: -$25,3672023Revenue 2024: $2,479,009Expenses 2024: $2,619,682Net Income 2024: -$140,6732024

Highlighted filing

2018

Revenue$1,143,938
Expenses$807,594
Net Income$336,344
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$1,166,514
Mission and Program Overview

Mission

To improve quality of life for wounded veterans, disabled citizens and handicapped children through the placement of skilled trained service, therapy and companion dogs.

To change lives through the training and placement of service dogs for disabled veterans and children with autism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$890,242$1,119,534▲ $229,292
Cash and Non-Interest-Bearing Accounts$89,140$257,161▲ $168,021
Savings and Temporary Cash Investments$156,064$131,487▼ $24,577
Inventories for Sale or Use$52,250$27,050▼ $25,200
Investments in Publicly Traded Securities$6,883$5,026▼ $1,857
Total Assets$1,194,579$1,540,258▲ $345,679
Liabilities
Accounts Payable and Accrued Expenses$16,748$28,038▲ $11,290
Total Liabilities$16,748$28,038▲ $11,290
Net Assets / Fund Balance
Unrestricted Net Assets$1,177,831$1,425,892▲ $248,061
Temporarily Rstr Net Assets-$86,328-
Total Net Assets Fund Balance$1,177,831$1,512,220▲ $334,389
Total Liabilities and Net Assets / Fund Balance$1,194,579$1,540,258▲ $345,679

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$476,763$45,650$522,413
Other Land Buildings$386,787$45,967$432,754
Land$255,984-$255,984
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Clay R DahlquistBoard Chairm
Conway MarvinVice Chairma
Cal CorsonBoard Member
Dave RoremBoard Member
Jimmie NealBoard Member
Regina MasseyBoard Member
Roxie NorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,062,475
Program Service Revenue
$97,520
Investment Income
$-8,108
Other Revenue
$-7,949
All Other Contributions
$1,023,531
Change in Net Assets
$336,344

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$122,000Appraised Fair Market Value (FMV)
Other Non Cash Contri Table1$11,550Fair Market Value (FMV)
Total Noncash Contributions2$133,550-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,143,938
Total Revenue per Audited Statements
$1,143,938
Total Revenue per Form 990
$1,143,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$445,469
Other Expenses$362,125
Total Fundraising Expense$76,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$365,681$39,894$39,894$445,469
Travel$75,912-$2,654$78,566
Fees for Services Other$23,061$17,527$5,765$46,353
Depreciation Depletion$28,110$3,514$3,514$35,138
Insurance$18,687$2,077-$20,764
Advertising$5,540-$12,925$18,465
Office Expenses$3,597$6,850$4,441$14,888
Occupancy$5,940$5,835$2,925$14,700
Information Technology$1,379$5,516-$6,895
Other Expenses$6,033$783$1,925$6,033
Total Functional Expenses$647,065$84,241$76,288$807,594

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$807,594
Total Expenses per Audited Statements$807,594
Total Expenses per Form 990$807,594
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,949
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Combined Loc. F$20,053-$2,645-
All Other Fundr$12,663-$4,716-
Total Events$38,944-$7,949$-7,949
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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

A copy of the return is provided to the board for their review prior to filing.

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

Board members are asked to state any conflicts of interest at every monthly board meeting.

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

The board determines the salaries of the executive director. Comparative data is obtained to determine the salaries, based upon industry standars, job duties performed, etc.

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

The board sets the salaries of staff members when they are hired.

Form 990, Page 6, Part VI, Line 18

Federal form 990 also provided through www.guidestar.org

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Retrieving Freedom Inc
EIN
45-3282513
Address
1152 230TH STREET, WAVERLY, IA 50677

Signing Officer

Name
Roxie Norris
Title
Treasurer
Phone
4794440555
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roxie Norris
Formed
2011
Legal Domicile
Ms
Voting Board Members
7
Independent Board Members
7
Employees
9

Preparer

Firm
Williams Pitts & Beard Pllc
Address
2042 MCINGVALE RD STE A, HERNANDO, MS 38632-8706
Preparer
Roxie F Norris
Phone
6624294436
Supplemental Narrative

Additional Explanations

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

Learning with animal assisted activities is a rfi program that is built to enhance reading time, focus, and comprehension through the use of service dogs in training. Learning with animal assisted activities provides assistance to children with special needs, behavioral issues, reading, general learning, and to reduce levels of anxiety. Currently rfi operates this program in west cedar elementary, lsi/bremwood, st. Paul elementary,waverly-shell rock middle and high schools, orange elementary, cedar heights elementary, orchard hills elementary, charles city high school, multiple libraries, and directly out of the rfi facility. More locations continue to ask for program expansion. Each of the programs are tied together with a licensed teacher that works to combine the dogs with the students. The results on some of the reading programs have been documented over the past year, and are exceptional

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

We partner with the undergraduate animal science department at iowa state university, where students get hands on learning in areas such as canine communication, development, training and behavior revolving around the service dog industry and how these areas can assist individuals with disabilities. These lessons are facilitated through introductory training of dogs for future service work. This class provides additional career opportunities for individuals focusing within the canine industry." we partner with two major correctional facilities in the united states allowing a pre-screened population of incarcerated individuals, a majority of them being incarcerated veterans, the opportunity to foster and provide basic training to dogs for future service work under the direct tutelage of our professional staff. These programs acclimate service dogs in training to the structured life of future service work while providing a work discipline for individuals once they reenter society. These programs are dependent on a collaborative effort from the selected group and build healthy relationships within the facility while providing a therapeutic benefit to the facilities as a whole.

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IRS990/ProgSrvcAccomActy2Grp/Desc0LEARNING WITH ANIMAL ASSISTED ACTIVITIES IS A RFI PROGRAM THAT IS BUILT TO ENHANCE READING TIME, FOCUS, AND COMPREHENSION THROUGH THE USE OF SERVICE DOGS IN TRAINING. LEARNING WITH ANIMAL ASSISTED ACTIVITIES PROVIDES ASSISTANCE TO CHILDREN WITH SPECIAL NEEDS, BEHAVIORAL ISSUES, READING, GENERAL LEARNING, AND TO REDUCE LEVELS OF ANXIETY. CURRENTLY RFI OPERATES THIS PROGRAM IN WEST CEDAR ELEMENTARY, LSI/BREMWOOD, ST. PAUL ELEMENTARY,WAVERLY-SHELL ROCK MIDDLE AND HIGH SCHOOLS, ORANGE ELEMENTARY, CEDAR HEIGHTS ELEMENTARY, ORCHARD HILLS ELEMENTARY, CHARLES CITY HIGH SCHOOL, MULTIPLE LIBRARIES, AND DIRECTLY OUT OF THE RFI FACILITY. MORE LOCATIONS CONTINUE TO ASK FOR PROGRAM EXPANSION. EACH OF THE PROGRAMS ARE TIED TOGETHER WITH A LICENSED TEACHER THAT WORKS TO COMBINE THE DOGS WITH THE STUDENTS. THE RESULTS ON SOME OF THE READING PROGRAMS HAVE BEEN DOCUMENTED OVER THE PAST YEAR, AND ARE EXCEPTIONAL
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLEGE LEVEL COURSES ARE BEING TAUGHT WITH 10-14 SERVICE DOGS EACH SEMESTER IN COMBINATION WITH THE LEADERSHIP AND SOCIAL WORK DIVISIONS ON WARTBURG'S COLLEGE CAMPUS IN WAVERLY, IA. STUDENTS ARE MATCHED WITH DOGS IN TRAINING AND SOMETIMES RECIPIENTS TO HELP WITH BASIC TRAINING AND SOCIAL INTEGRATION. THE COURSES ARE DESIGNED TO ALLOW THE STUDENTS A HANDS-ON LEARNING APPROACH TOWARDS THEIR FUTURE DEGREE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WE PARTNER WITH THE UNDERGRADUATE ANIMAL SCIENCE DEPARTMENT AT IOWA STATE UNIVERSITY, WHERE STUDENTS GET HANDS ON LEARNING IN AREAS SUCH AS CANINE COMMUNICATION, DEVELOPMENT, TRAINING AND BEHAVIOR REVOLVING AROUND THE SERVICE DOG INDUSTRY AND HOW THESE AREAS CAN ASSIST INDIVIDUALS WITH DISABILITIES. THESE LESSONS ARE FACILITATED THROUGH INTRODUCTORY TRAINING OF DOGS FOR FUTURE SERVICE WORK. THIS CLASS PROVIDES ADDITIONAL CAREER OPPORTUNITIES FOR INDIVIDUALS FOCUSING WITHIN THE CANINE INDUSTRY." WE PARTNER WITH TWO MAJOR CORRECTIONAL FACILITIES IN THE UNITED STATES ALLOWING A PRE-SCREENED POPULATION OF INCARCERATED INDIVIDUALS, A MAJORITY OF THEM BEING INCARCERATED VETERANS, THE OPPORTUNITY TO FOSTER AND PROVIDE BASIC TRAINING TO DOGS FOR FUTURE SERVICE WORK UNDER THE DIRECT TUTELAGE OF OUR PROFESSIONAL STAFF. THESE PROGRAMS ACCLIMATE SERVICE DOGS IN TRAINING TO THE STRUCTURED LIFE OF FUTURE SERVICE WORK WHILE PROVIDING A WORK DISCIPLINE FOR INDIVIDUALS ONCE THEY REENTER SOCIETY. THESE PROGRAMS ARE DEPENDENT ON A COLLABORATIVE EFFORT FROM THE SELECTED GROUP AND BUILD HEALTHY RELATIONSHIPS WITHIN THE FACILITY WHILE PROVIDING A THERAPEUTIC BENEFIT TO THE FACILITIES AS A WHOLE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LEARNING WITH ANIMAL ASSISTED ACTIVITIES IS A RFI PROGRAM THAT IS BUILT TO ENHANCE READING TIME, FOCUS, AND COMPREHENSION THROUGH THE USE OF SERVICE DOGS IN TRAINING. LEARNING WITH ANIMAL ASSISTED ACTIVITIES PROVIDES ASSISTANCE TO CHILDREN WITH SPECIAL NEEDS, BEHAVIORAL ISSUES, READING, GENERAL LEARNING, AND TO REDUCE LEVELS OF ANXIETY. CURRENTLY RFI OPERATES THIS PROGRAM IN WEST CEDAR ELEMENTARY, LSI/BREMWOOD, ST. PAUL ELEMENTARY,WAVERLY-SHELL ROCK MIDDLE AND HIGH SCHOOLS, ORANGE ELEMENTARY, CEDAR HEIGHTS ELEMENTARY, ORCHARD HILLS ELEMENTARY, CHARLES CITY HIGH SCHOOL, MULTIPLE LIBRARIES, AND DIRECTLY OUT OF THE RFI FACILITY. MORE LOCATIONS CONTINUE TO ASK FOR PROGRAM EXPANSION. EACH OF THE PROGRAMS ARE TIED TOGETHER WITH A LICENSED TEACHER THAT WORKS TO COMBINE THE DOGS WITH THE STUDENTS. THE RESULTS ON SOME OF THE READING PROGRAMS HAVE BEEN DOCUMENTED OVER THE PAST YEAR, AND ARE EXCEPTIONAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE PARTNER WITH THE UNDERGRADUATE ANIMAL SCIENCE DEPARTMENT AT IOWA STATE UNIVERSITY, WHERE STUDENTS GET HANDS ON LEARNING IN AREAS SUCH AS CANINE COMMUNICATION, DEVELOPMENT, TRAINING AND BEHAVIOR REVOLVING AROUND THE SERVICE DOG INDUSTRY AND HOW THESE AREAS CAN ASSIST INDIVIDUALS WITH DISABILITIES. THESE LESSONS ARE FACILITATED THROUGH INTRODUCTORY TRAINING OF DOGS FOR FUTURE SERVICE WORK. THIS CLASS PROVIDES ADDITIONAL CAREER OPPORTUNITIES FOR INDIVIDUALS FOCUSING WITHIN THE CANINE INDUSTRY." WE PARTNER WITH TWO MAJOR CORRECTIONAL FACILITIES IN THE UNITED STATES ALLOWING A PRE-SCREENED POPULATION OF INCARCERATED INDIVIDUALS, A MAJORITY OF THEM BEING INCARCERATED VETERANS, THE OPPORTUNITY TO FOSTER AND PROVIDE BASIC TRAINING TO DOGS FOR FUTURE SERVICE WORK UNDER THE DIRECT TUTELAGE OF OUR PROFESSIONAL STAFF. THESE PROGRAMS ACCLIMATE SERVICE DOGS IN TRAINING TO THE STRUCTURED LIFE OF FUTURE SERVICE WORK WHILE PROVIDING A WORK DISCIPLINE FOR INDIVIDUALS ONCE THEY REENTER SOCIETY. THESE PROGRAMS ARE DEPENDENT ON A COLLABORATIVE EFFORT FROM THE SELECTED GROUP AND BUILD HEALTHY RELATIONSHIPS WITHIN THE FACILITY WHILE PROVIDING A THERAPEUTIC BENEFIT TO THE FACILITIES AS A WHOLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE RETURN IS PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE ASKED TO STATE ANY CONFLICTS OF INTEREST AT EVERY MONTHLY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD DETERMINES THE SALARIES OF THE EXECUTIVE DIRECTOR. COMPARATIVE DATA IS OBTAINED TO DETERMINE THE SALARIES, BASED UPON INDUSTRY STANDARS, JOB DUTIES PERFORMED, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD SETS THE SALARIES OF STAFF MEMBERS WHEN THEY ARE HIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEDERAL FORM 990 ALSO PROVIDED THROUGH WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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