Civic Intelligence

Advanced Capaccess Inc.

990 • Fiscal year 2023 • EIN 46-3068180

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 14, 2023

Organization ProfileN/A
425 2nd St SE Skywalk FloorCedar Rapids, IA 52401

(319) 883-3010

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$922,822

Up $11,646 (+1.3%) from 2022

Net Assets

Up

$474,412

Up $11,646 (+2.5%) from 2022

Liabilities

Flat

$448,410

Flat from 2022

Revenue And Expenses

Revenue

Up

$64,675

Up $58,055 (+877%) from 2022

Expenses

Up

$53,029

Up $20,090 (+61%) from 2022

Net Income

Up

$11,646

Up $37,965 (+144%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2017: $531,802Liabilities 2017: $900Net Assets 2017: $530,9022017Assets 2018: $526,496Liabilities 2018: $900Net Assets 2018: $525,5962018Assets 2019: $523,253Liabilities 2019: $900Net Assets 2019: $522,3532019Assets 2020: $516,797Liabilities 2020: $900Net Assets 2020: $515,8972020Assets 2021: $489,984Liabilities 2021: $900Net Assets 2021: $489,0842021Assets 2022: $911,176Liabilities 2022: $448,410Net Assets 2022: $462,7662022Assets 2023: $922,822Liabilities 2023: $448,410Net Assets 2023: $474,4122023Assets 2023: $968,124Liabilities 2023: $539,181Net Assets 2023: $428,9432023Assets 2024: $1,391,777Liabilities 2024: $8,402Net Assets 2024: $1,383,3752024

Highlighted filing

2023

Assets$922,822
Liabilities$448,410
Net Assets$474,412
Open 2023 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $536,314Expenses 2017: $4,717Net Income 2017: $531,5972017Revenue 2018: $6,929Expenses 2018: $16,327Net Income 2018: -$9,3982018Revenue 2019: $6,548Expenses 2019: $9,791Net Income 2019: -$3,2432019Revenue 2020: $6,237Expenses 2020: $12,693Net Income 2020: -$6,4562020Revenue 2021: $4,811Expenses 2021: $31,624Net Income 2021: -$26,8132021Revenue 2022: $6,620Expenses 2022: $32,939Net Income 2022: -$26,3192022Revenue 2023: $64,675Expenses 2023: $53,029Net Income 2023: $11,6462023Revenue 2023: $15,264Expenses 2023: $60,734Net Income 2023: -$45,4702023Revenue 2024: $1,490,693Expenses 2024: $535,944Net Income 2024: $954,7492024

Highlighted filing

2023

Revenue$64,675
Expenses$53,029
Net Income$11,646
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$64,675
Mission and Program Overview

Mission

Economic development loans and grant. Technical assistance to individuals and businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$564,199$548,897▼ $15,302
Cash and Non-Interest-Bearing Accounts$339,349$366,297▲ $26,948
Prepaid Expenses and Deferred Charges$6,728$6,728→ $0
Investments Program Related$900$900→ $0
Total Assets$911,176$922,822▲ $11,646
Liabilities
Mortgage Notes Payable Secured by Investment Property$447,510$447,510→ $0
Accounts Payable and Accrued Expenses$900$900→ $0
Total Liabilities$448,410$448,410→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$462,766$474,412▲ $11,646
Total Net Assets Fund Balance$462,766$474,412▲ $11,646
Total Liabilities and Net Assets / Fund Balance$911,176$922,822▲ $11,646
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy LangPresident
Obie Sadler JrVice President
Brian HargerDirector
Stephanie KoenenSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$63,436
Investment Income
$1,239
Other Revenue
$0
Change in Net Assets
$11,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,029
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$22,375--$22,375
Fees for Services Legal$20,866--$20,866
Occupancy$3,000--$3,000
Fees for Services Accounting$2,570--$2,570
Advertising$725--$725
Office Expenses$594--$594
Other Expenses$149--$149
Total Functional Expenses$53,029$0$0$53,029
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
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 10B

“A review is done with all branches monthly”

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

“The treasurer and president review the 990 before it is filed.”

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

“All board members complete a conflict of interest form each year.”

Form 990, Part VI, Section C, line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Advanced Capaccess Inc
EIN
46-3068180
Phone
3198833010
Address
425 2ND ST SE SKYWALK FLOOR, CEDAR RAPIDS, IA 52401

Signing Officer

Name
Stephanie Koenen
Title
Treasurer
Phone
3198833010
Signed
2023-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Koenen
Formed
2013
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Keith Oltrogge CPA PC
Address
201 E Main St, Denver, IA 50622-0310
Preparer
Keith Oltrogge CPA PC
Phone
3199845292
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER AND PRESIDENT REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0911176
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0922822
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0425 2ND ST SE SKYWALK FLOOR
IRS990/USAddress/CityNm0CEDAR RAPIDS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052401
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE KOENEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03198833010
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCED CAPACCESS INC
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0463068180
ReturnHeader/Filer/PhoneNum03198833010
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 2ND ST SE SKYWALK FLOOR
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010852927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Keith Oltrogge CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0506220310
ReturnHeader/PreparerPersonGrp/PhoneNum03199845292
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith Oltrogge CPA PC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-13T11:32:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOENEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$922,822
Liabilities
$448,410
Net assets
$474,412
Revenue
$64,675
Expenses
$53,029
Net income
$11,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.01$1.38$1.49$0.54$0.95
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.54$0.43$0.02$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.45$0.47$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.45$0.46$0.01$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.03$0.03
2020Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.01$0.01$0.01
2019Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.01$0.01$0.00
2018Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.01$0.02$0.01
2017Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.54$0.00$0.53