Civic Intelligence

Csa

990 • Fiscal year 2020 • EIN 46-2240919

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

6000 Aurora Ave Suite BDes Moines, IA 50322

(515) 883-1776

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,061,003

Up $619,759 (+43%) from 2019

Net Assets

Up

$908,829

Up $77,250 (+9.3%) from 2019

Liabilities

Up

$1,152,174

Up $542,509 (+89%) from 2019

Revenue And Expenses

Revenue

Up

$4,218,758

Up $297,522 (+7.6%) from 2019

Expenses

Up

$4,141,379

Up $266,401 (+6.9%) from 2019

Net Income

Up

$77,379

Up $31,121 (+67%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2014: $980,801Liabilities 2014: $1,015,219Net Assets 2014: -$34,4182014Assets 2016: $1,393,298Liabilities 2016: $858,928Net Assets 2016: $534,3702016Assets 2017: $1,416,839Liabilities 2017: $748,286Net Assets 2017: $668,5532017Assets 2018: $1,405,081Liabilities 2018: $619,817Net Assets 2018: $785,2642018Assets 2019: $1,441,244Liabilities 2019: $609,665Net Assets 2019: $831,5792019Assets 2020: $2,061,003Liabilities 2020: $1,152,174Net Assets 2020: $908,8292020Assets 2021: $1,766,101Liabilities 2021: $521,705Net Assets 2021: $1,244,3962021Assets 2022: $1,745,665Liabilities 2022: $720,712Net Assets 2022: $1,024,9532022Assets 2023: $2,135,172Liabilities 2023: $1,205,749Net Assets 2023: $929,4232023Assets 2025: $2,989,490Liabilities 2025: $2,203,553Net Assets 2025: $785,9372025

Highlighted filing

2020

Assets$2,061,003
Liabilities$1,152,174
Net Assets$908,829

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,852,185Expenses 2014: $3,886,603Net Income 2014: -$34,4182014Revenue 2016: $4,540,223Expenses 2016: $4,125,284Net Income 2016: $414,9392016Revenue 2017: $4,586,505Expenses 2017: $4,452,322Net Income 2017: $134,1832017Revenue 2018: $4,232,478Expenses 2018: $4,115,844Net Income 2018: $116,6342018Revenue 2019: $3,921,236Expenses 2019: $3,874,978Net Income 2019: $46,2582019Revenue 2020: $4,218,758Expenses 2020: $4,141,379Net Income 2020: $77,3792020Revenue 2021: $5,054,101Expenses 2021: $4,718,864Net Income 2021: $335,2372021Revenue 2022: $4,208,012Expenses 2022: $4,161,537Net Income 2022: $46,4752022Revenue 2023: $4,368,685Expenses 2023: $4,494,505Net Income 2023: -$125,8202023Revenue 2025: $5,186,874Expenses 2025: $5,371,628Net Income 2025: -$184,7542025

Highlighted filing

2020

Revenue$4,218,758
Expenses$4,141,379
Net Income$77,379
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$4,218,758
Mission and Program Overview

Mission

To partner with individuals, families, providers, and the community to promote growth and resilience in individuals living in central iowa with disabilities such as mental illness, brain injury, intellectual disabilities and other developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$418,387$917,174▲ $498,787
Intangible Assets$719,000$719,000→ $0
Accounts Receivable$224,945$363,945▲ $139,000
Land, Buildings, and Equipment, Net$51,492$36,817▼ $14,675
Prepaid Expenses and Deferred Charges$23,362$19,446▼ $3,916
Total Assets$1,441,244$2,061,003▲ $619,759
Other Assets Total$4,058$4,621▲ $563
Liabilities
Unsecured Notes Loans Payable$365,554$893,025▲ $527,471
Accounts Payable and Accrued Expenses$239,382$246,149▲ $6,767
Deferred Revenue$4,729$13,000▲ $8,271
Total Liabilities$609,665$1,152,174▲ $542,509
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$827,521$904,208▲ $76,687
Net Assets With Donor Restrictions$4,058$4,621▲ $563
Total Net Assets Fund Balance$831,579$908,829▲ $77,250
Total Liabilities and Net Assets / Fund Balance$1,441,244$2,061,003▲ $619,759

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,817$39,885$76,702
Leasehold Improvements$0$50,896$50,896
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina SmithPresident/CEOFT$108,344$5,232$113,576

Board Members and Trustees

NameTitle
Zachary RayChair
Dave WeisVice Chair
Laura WrightDirector
Lewis EatonDirector
Rebecca BeardDirector
Susan WattsDirector
Jason ParkinSecretary
Christopher NussTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,501
Program Service Revenue
$4,181,328
Investment Income
$929
Other Revenue
$0
All Other Contributions
$36,501
Change in Net Assets
$77,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,218,758
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-150
Total Revenue per Audited Statements
$4,218,608
Total Revenue per Form 990
$4,218,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,239,475
Other Expenses$901,904
Total Fundraising Expense$41,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,198,733$172,454$19,528$2,390,715
Other Employee Benefits$488,027$34,759$6,837$529,623
Payroll Taxes$174,792$22,321$2,447$199,560
Occupancy$173,497$13,693-$187,190
Current Officers, Directors, Trustees, and Key Employees-$108,319$11,258$119,577
Office Expenses$99,104$7,822-$106,926
Information Technology$72,847$5,749-$78,596
Travel$52,157$4,116-$56,273
Conferences and Meetings$31,606$2,494-$34,100
Insurance$28,815$2,274-$31,089
Advertising$20,370$1,608$935$22,913
Interest$14,033$1,108-$15,141
Depreciation Depletion$13,602$1,073-$14,675
Fees for Services Accounting-$12,212-$12,212
Other Expenses$3,101$245-$3,346
Fees for Services Legal-$1,409-$1,409
Fees for Service Investment Mgmnt Fees-$21-$21
Total Functional Expenses$3,701,500$398,874$41,005$4,141,379

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,141,379
Expenses per Audited Statements$4,141,358
Total Expenses per Audited Statements$4,141,358
Expenses Not Reported on Financial Statements$21
Other Expense Adjustments$21
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
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 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
No
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
No

Governance Explanations

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

Draft of 990 is provided to board prior to filing. Once approved by the board, the return is signed and filed.

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

Board members review conflict of interest polcies annualy and discuss issues.

Form 990, Part VI, Section C, Line 18

AVAILABLE IN OFFICE

Form 990, Part VI, Section C, Line 19

AVAILABLE IN OFFICE

Filing and Contact Details

Filer

Filer Name
C S a
EIN
46-2240919
Phone
5158831776
Address
6000 AURORA AVE SUITE B, DES MOINES, IA 50322
Doing Business As
Community Support Advocates

Signing Officer

Name
Christina Smith
Title
President
Phone
5158831776
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina Smith
Formed
2013
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
78
Volunteers
44

Preparer

Firm
Schnurr & Company Llp
Address
1525 AIRPORT ROAD SUITE 103, AMES, IA 50010
Preparer
Murray a Stanley CPA
Phone
5152336300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The review process has not changed.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Investment management fees -21.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment management fees 21.

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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023362
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019446
IRS990/PrincipalOfficerNm0CHRISTINA SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0FEES FROM GOVERNMENTAL
IRS990/ProgramServiceRevenueGrp/Desc1FEES FROM PRIVATE PART
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04175243
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16085
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04175243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16085
IRS990/ProgSrvcAccomActy2Grp/Desc0INTEGRATED SERVICES UTILIZES A TEAM APPROACH TO PROVIDE WRAP-AROUND SUPPORT SERVICES TO YOUTH AND ADULTS WITH MENTAL ILLNESS OR OTHER DISABILITIES. TEAMS ASSIST INDIVIDUALS IN ACCESSING APPROPRIATE AND SAFE HOUSING, NEEDED MEDICAL AND BEHAVIORAL HEALTH SERVICES AND INTERRELATED SOCIAL, VOCATIONAL AND EDUCATIONAL SERVICES. MOMENTUM IS AN ART ACCESS PROGRAM THAT PROVIDES WORKSHOPS, TRAINING AND STUDIO SPACE FOR INDIVIDUALS WITH MENTAL HEALTH ISSUES OR DISABILITIES TO ENGAGE, LEARN AND CREATE ART AS A WAY TO PROMOTE HOPE AND RESILIENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01793835
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02009229
IRS990/ProgSrvcAccomActy3Grp/Desc0THE INTEGRATED HEALTH HOME PROGRAM PROVIDES WHOLE HEALTH COORDINATED CARE FOR YOUTH AND ADULTS WITH A SERIOUS MENTAL ILLNESS OR SERIOUS EMOTIONAL DISTURBANCE WHO ARE MEDICAID ELIGIBLE. THIS PROGRAM SPECIALIZES IN MEETING THE UNIQUE MENTAL HEALTH, PHYSICAL AND SOCIAL NEEDS OF YOUNG PEOPLE AND THEIR FAMILIES AS THEY TRANSITION INTO ADULTHOOD.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01116848
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01269887
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TREATMENT SERVICES AT CSA CURRENTLY INCLUDE INDIVIDUAL AND/OR GROUP THERAPY. OFFERING IN-HOUSE MENTAL HEALTH TREATMENT SERVICES INCREASES THE INTEGRATION AND CONTINUITY OF SERVICE PROVISION FOR CSA MEMBERS AND FAMILIES. THE FOCUS OF THERAPY IS TO HELP A PERSON LEARN TECHNIQUES TO MANAGE A MENTAL ILLNESS. THE TREATMENT OFTEN IS IN SUPPORT OF MEDICATION MANAGEMENT. THE FOCUS IS TYPICALLY ON GRIEF, DEPRESSION, ANXIETY, STRESS, ANGER, OR ADDICTION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt021980
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt011581
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041340
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02836
IRS990/PYOtherExpensesAmt0903859
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03877060
IRS990/PYRevenuesLessExpensesAmt046258
IRS990/PYSalariesCompEmpBnftPaidAmt02971119
IRS990/PYTotalExpensesAmt03874978
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03921236
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt077379
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0890631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04175843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03869356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04142652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04547063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04504206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021239120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02836
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0602
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04354
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0276793
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt021239120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04175843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03869356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04142652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04547063
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04504206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021239120
IRS990ScheduleA/TotalSupportAmt021243474
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt036817
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039885
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt076702
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt021
IRS990ScheduleD/ExpensesSubtotalAmt04141358
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt050896
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt050896
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-129
IRS990ScheduleD/OtherExpensesNotIncludedAmt021
IRS990ScheduleD/OtherRevenueAmt0-21
IRS990ScheduleD/RevenueNotReportedAmt0-150
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04218758
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES -21.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES 21.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036817
IRS990ScheduleD/TotalExpensesPerForm990Amt04141379
IRS990ScheduleD/TotalRevenuePerForm990Amt04218758
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04218608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04141358
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF 990 IS PROVIDED TO BOARD PRIOR TO FILING. ONCE APPROVED BY THE BOARD, THE RETURN IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEW CONFLICT OF INTEREST POLCIES ANNUALY AND DISCUSS ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE IN OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE IN OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE REVIEW PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01441244
IRS990/TotalAssetsEOYAmt02061003
IRS990/TotalAssetsGrp/BOYAmt01441244
IRS990/TotalAssetsGrp/EOYAmt02061003
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036501
IRS990/TotalEmployeeCnt078
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt041005
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0398874
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03701500
IRS990/TotalFunctionalExpensesGrp/TotalAmt04141379
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0609665
IRS990/TotalLiabilitiesEOYAmt01152174
IRS990/TotalLiabilitiesGrp/BOYAmt0609665
IRS990/TotalLiabilitiesGrp/EOYAmt01152174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0831579
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0908829
IRS990/TotalOtherCompensationAmt05232
IRS990/TotalOtherProgSrvcExpenseAmt021980
IRS990/TotalOtherProgSrvcRevenueAmt011581

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