Civic Intelligence

Adoptive Families Coalition

990 • Fiscal year 2020 • EIN 45-4061549

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

345 North 200 WestHyde Park, UT 84318

(602) 740-7149

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$21,753

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

55%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$406,125

Up $144,218 (+55%) from 2019

Net Assets

Up

$406,125

Up $145,233 (+56%) from 2019

Liabilities

Down

$0

Down $1,015 (-100%) from 2019

Revenue

Up

$1,253,569

Up $611,252 (+95%) from 2019

Expenses

Up

$1,108,336

Up $523,060 (+89%) from 2019

Net Income

Up

$145,233

Up $88,192 (+155%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $12,748Net Assets 2012: $12,7482012Assets 2013: $21,159Net Assets 2013: $21,1592013Assets 2014: $27,929Liabilities 2014: $02014Assets 2015: $54,441Net Assets 2015: $54,4412015Assets 2016: $90,981Liabilities 2016: $02016Assets 2017: $123,390Liabilities 2017: $1,372Net Assets 2017: $122,0182017Assets 2018: $204,704Liabilities 2018: $853Net Assets 2018: $203,8512018Assets 2019: $261,907Liabilities 2019: $1,015Net Assets 2019: $260,8922019Assets 2020: $406,125Liabilities 2020: $0Net Assets 2020: $406,1252020Assets 2021: $217,951Liabilities 2021: $615Net Assets 2021: $217,3362021Assets 2022: $63,010Liabilities 2022: $491Net Assets 2022: $62,5192022

Highlighted filing

2020

Assets$406,125
Liabilities$0
Net Assets$406,125

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $65,340Expenses 2012: $52,592Net Income 2012: $12,7482012Revenue 2013: $103,663Expenses 2013: $95,252Net Income 2013: $8,4112013Revenue 2014: $81,329Expenses 2014: $74,559Net Income 2014: $6,7702014Revenue 2015: $115,949Expenses 2015: $89,437Net Income 2015: $26,5122015Revenue 2016: $112,302Expenses 2016: $75,762Net Income 2016: $36,5402016Revenue 2017: $210,611Expenses 2017: $179,574Net Income 2017: $31,0372017Revenue 2018: $340,480Expenses 2018: $258,647Net Income 2018: $81,8332018Revenue 2019: $642,317Expenses 2019: $585,276Net Income 2019: $57,0412019Revenue 2020: $1,253,569Expenses 2020: $1,108,336Net Income 2020: $145,2332020Revenue 2021: $741,735Expenses 2021: $930,806Net Income 2021: -$189,0712021Revenue 2022: $212,990Expenses 2022: $367,807Net Income 2022: -$154,8172022

Highlighted filing

2020

Revenue$1,253,569
Expenses$1,108,336
Net Income$145,233
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$1,258,594
Mission and Program Overview

Mission

Adoptive families coalition is a non-profit organization dedicated to the holistic support of families with adopted children who demostrate emotional, behavioral, or psychological challenges, whether immediately apparent, or surfacing years after the adoption is complete. The foundation was started by families who faced these challenges firsthand.

Adoptive Families Coalition is a non-profit organization dedicated to the holistic support of families with adopted children who demonstrate emotional, behavioral, or psychological challenges whether immediately apparent or surfacing years after the adoption is complete. The foundation was started by families who faced these challenges firsthand.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$252,144$394,722▲ $142,578
Savings and Temporary Cash Investments$8,553$9,754▲ $1,201
Land, Buildings, and Equipment, Net$1,210$864▼ $346
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$261,907$406,125▲ $144,218
Other Assets Total-$785-
Liabilities
Other Liabilities$1,015--
Total Liabilities$1,015$0▼ $1,015
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$260,892$406,125▲ $145,233
Total Net Assets Fund Balance$260,892$406,125▲ $145,233
Total Liabilities and Net Assets / Fund Balance$261,907$406,125▲ $144,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$864$548$1,412
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jackie PalmerExecutive DirectorFT$21,753$21,753

Board Members and Trustees

NameTitle
Susan BrynerPresident
Jim PalmerMember
Lori ConninMember
Tanya PirtleMember
Carol BargerSecretary
Cliff WardenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,254,520
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$-952
All Other Contributions
$1,207,575
Change in Net Assets
$145,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,030,547
Other Expenses$44,066
Salaries, Compensation, and Employee Benefits$33,723
Total Fundraising Expense$1,836
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,030,547--$1,030,547
Current Officers, Directors, Trustees, and Key Employees$15,227$6,526-$21,753
Office Expenses$648$15,268-$15,916
Occupancy$12,341--$12,341
Other Salaries and Wages$4,481$4,775-$9,256
Information Technology$5,786-$1,729$7,515
Payroll Taxes$1,725$989-$2,714
Insurance-$2,444-$2,444
Fees for Services Accounting-$1,224-$1,224
Travel$898--$898
Depreciation Depletion-$346-$346
Other Expenses$462$20$107$20
Total Functional Expenses$1,072,115$34,385$1,836$1,108,336
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,025
Fundraising Gross Income$4,073
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ball Bash$46,920-$5,025-
Total Events$46,920-$5,025$-5,025
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Jim Palmer (Trustee) and Jackie Palmer (Executive Director) are married.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 reviewed by executive director prior to filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Board of Directors decides all wages of employees. If any employee is related to a member of the board, that member is excluded from voting.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Adoptive Families Coalition
EIN
45-4061549
Phone
6027407149
Address
345 North 200 West, Hyde Park, UT 84318

Signing Officer

Name
Jackie Palmer
Title
Executive Director
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackie Palmer
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
15

Preparer

Firm
Jones Simkins LLC
Address
1011 West 400 North Suite 100, Logan, UT 84321
Preparer
Tyler G Alleman CPA
Phone
4357521510
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01254520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0648096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0343549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0216070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02578474
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93740
IRS990ScheduleA/PublicSupportPY170Pct00.96880
IRS990ScheduleA/PublicSupportTotal170Amt02417254
IRS990ScheduleA/SubstantialContributorsTotAmt0161220
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01254520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0648096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0343549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0216070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116239
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02578474
IRS990ScheduleA/TotalSupportAmt02578554
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0864
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0548
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01412
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0864
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt046920
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt046920
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05025
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Ball Bash
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046920
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5025
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05025
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05025
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01030547
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Tuition & Treatment
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition & Treatment
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt042
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jim Palmer (Trustee) and Jackie Palmer (Executive Director) are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 reviewed by executive director prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors decides all wages of employees. If any employee is related to a member of the board, that member is excluded from voting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, policies, and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0261907
IRS990/TotalAssetsEOYAmt0406125
IRS990/TotalAssetsGrp/BOYAmt0261907
IRS990/TotalAssetsGrp/EOYAmt0406125
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01254520
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01836
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034385
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01072115
IRS990/TotalFunctionalExpensesGrp/TotalAmt01108336
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01015
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01015
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0260892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0406125
IRS990/TotalProgramServiceExpensesAmt01072115
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt021753
IRS990/TotalRevenueGrp/ExclusionAmt0-952
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01253569
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0261907
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0406125
IRS990/TravelGrp/ProgramServicesAmt0898
IRS990/TravelGrp/TotalAmt0898
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0345 North 200 West
IRS990/USAddress/CityNm0Hyde Park
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084318
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ADOPTIVE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

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