Civic Intelligence

Actuate Boise Inc.

990 • Fiscal year 2016 • EIN 46-4479930

Jan 01, 2016 to Dec 31, 2016 • Filed on May 18, 2017

PO Box 1226Boise, ID 83701

(208) 344-5483

Siviq Scores

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

Liabilities / Assets

58th percentile

0.08x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$90,756

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

89th percentile

47%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

78%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$270,916

Up $86,819 (+47%) from 2015

Net Assets

Up

$249,721

Up $82,368 (+49%) from 2015

Liabilities

Up

$21,195

Up $4,451 (+27%) from 2015

Revenue

Up

$551,108

Up $241,360 (+78%) from 2015

Expenses

Up

$468,740

Up $246,084 (+111%) from 2015

Net Income

Down

$82,368

Down $4,724 (-5.4%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $84,261Liabilities 2014: $4,000Net Assets 2014: $80,2612014Assets 2015: $184,097Liabilities 2015: $16,744Net Assets 2015: $167,3532015Assets 2016: $270,916Liabilities 2016: $21,195Net Assets 2016: $249,7212016Assets 2017: $248,648Liabilities 2017: $28,605Net Assets 2017: $220,0432017Assets 2018: $144,803Liabilities 2018: $194Net Assets 2018: $144,6092018Assets 2019: $140,540Liabilities 2019: $6,522Net Assets 2019: $134,0182019Assets 2020: $160,052Liabilities 2020: $63,797Net Assets 2020: $96,2552020Assets 2021: $180,543Liabilities 2021: $112,055Net Assets 2021: $68,4882021Assets 2022: $95,551Liabilities 2022: $29,560Net Assets 2022: $65,9912022Assets 2023: $198,385Liabilities 2023: $22,319Net Assets 2023: $176,0662023Assets 2024: $92,439Liabilities 2024: $33,144Net Assets 2024: $59,2952024

Highlighted filing

2016

Assets$270,916
Liabilities$21,195
Net Assets$249,721

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $100,002Expenses 2014: $19,741Net Income 2014: $80,2612014Revenue 2015: $309,748Expenses 2015: $222,656Net Income 2015: $87,0922015Revenue 2016: $551,108Expenses 2016: $468,740Net Income 2016: $82,3682016Revenue 2017: $699,430Expenses 2017: $729,108Net Income 2017: -$29,6782017Revenue 2018: $472,933Expenses 2018: $548,367Net Income 2018: -$75,4342018Revenue 2019: $820,309Expenses 2019: $830,900Net Income 2019: -$10,5912019Revenue 2020: $538,769Expenses 2020: $576,532Net Income 2020: -$37,7632020Revenue 2021: $610,999Expenses 2021: $638,770Net Income 2021: -$27,7712021Revenue 2022: $893,819Expenses 2022: $896,316Net Income 2022: -$2,4972022Revenue 2023: $851,105Expenses 2023: $741,030Net Income 2023: $110,0752023Revenue 2024: $603,874Expenses 2024: $720,645Net Income 2024: -$116,7712024

Highlighted filing

2016

Revenue$551,108
Expenses$468,740
Net Income$82,368
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 18, 2017
Return Version
2016v3.0
Gross Receipts
$551,688
Mission and Program Overview

Mission

Trailhead provides a range of programming offerings to trailhead members and the broader boise community. The objective is to help entrepreneurs develop the skills and make connections that will help increase the likelihood their businesses will succeed. Our programs are categorized by membership, general program, and miscellaneous events.

The Trailhead is a collaborative professional space that encourages gathering, connecting, and learning in an effort to develop the next generation of business successes in the Boise, Idaho area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$29,146$206,614▲ $177,468
Land, Buildings, and Equipment, Net$16,459$35,145▲ $18,686
Cash and Non-Interest-Bearing Accounts$42,847$14,162▼ $28,685
Investments Other Securities$0$8,897▲ $8,897
Accounts Receivable$95,417$5,870▼ $89,547
Inventories for Sale or Use$228$228→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$184,097$270,916▲ $86,819
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$16,744$21,195▲ $4,451
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,744$21,195▲ $4,451
Net Assets / Fund Balance
Unrestricted Net Assets$167,353$249,721▲ $82,368
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$167,353$249,721▲ $82,368
Total Liabilities and Net Assets / Fund Balance$184,097$270,916▲ $86,819

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,145$6,413$41,558
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Raino ZollerExecutive DirectorPT$90,756$90,756

Board Members and Trustees

NameTitle
Nic MillerPresident
Eileen BarberDirector
Faisal ShahDirector
Gordon JonesDirector
Jason CrawforthDirector
Karen MeyerDirector
Mike SadlerDirector
Bob DeanSecretary
John HaleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$533,161
Program Service Revenue
$17,138
Investment Income
$286
Other Revenue
$523
All Other Contributions
$427,972
Change in Net Assets
$82,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,099
Salaries, Compensation, and Employee Benefits$206,036
Total Fundraising Expense$24,471
Grants and Similar Amounts Paid$17,605
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$98,580$15,957$760$115,297
Other Salaries and Wages$62,325$30,716$3,449$96,490
Current Officers, Directors, Trustees, and Key Employees$55,385$23,077$13,846$92,308
Office Expenses$42,027$15,741$4,881$62,649
Occupancy$7,150$19,043$0$26,193
Payroll Taxes$10,447$4,774$1,535$16,756
Information Technology$4,160$9,602$0$13,762
Payment Travel Entrtnmnt Publicly Ofcl$8,100$2,040$0$10,140
Grants to Domestic Individuals$10,000--$10,000
Grants to Domestic Orgs$7,605--$7,605
Advertising$6,026$895$0$6,921
Depreciation Depletion$4,753$0$0$4,753
Fees for Services Accounting$0$3,540$0$3,540
Insurance$0$1,844$0$1,844
Other Employee Benefits$0$482$0$482
Total Functional Expenses$316,558$127,711$24,471$468,740
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CodeworksGarden City, ID-Immersive Course Training$7,605
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 A, Line 2

There is a business relationship between Raino Zoller and John Hale.

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

Review by Finance committee, then approval by Board of Directors

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

Reviewed with every new contract.

Form 990, Part VI, Section C, Line 19

Documents are made available upon reasonable request.

Filing and Contact Details

Filer

Filer Name
Actuate Boise
EIN
46-4479930
Phone
2083445483
Address
PO BOX 1226, Boise, ID 83701
Doing Business As
Trailhead

Signing Officer

Name
Daniel J Faricy
Title
Executive Directior
Phone
2083445483
Signed
2017-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raino Zoller
Formed
2014
Legal Domicile
Id
Voting Board Members
10
Independent Board Members
9
Employees
10
Volunteers
40

Preparer

Firm
Easy Office dba Jitasa
Address
1750 W Front Street Suite 200, Boise, ID 83702
Preparer
Mary Soper
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting fees - $73,789, Other professional fees - 40,646, Temporary help - $835, Front Desk/Reception - $27

Raw XML AppendixShowing 400 of 624 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.

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IRS990/InsuranceGrp/TotalAmt01844
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0228
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0228
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0286
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0286
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08897
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06413
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016459
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035145
IRS990/LandBldgEquipCostOrOtherBssAmt041558
IRS990/LegalDomicileStateCd0ID
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0105189
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01103
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01103
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Trailhead provides a range of programming offerings to Trailhead members and the broader Boise community. The objective is to help entrepreneurs develop the skills and make connections that will help increase the likelihood their businesses will succeed. Our programs are categorized by Membership, General Program and Miscellaneous Events.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0167353
IRS990/NetAssetsOrFundBalancesEOYAmt0249721
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-580
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-580
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019043
IRS990/OccupancyGrp/ProgramServicesAmt07150
IRS990/OccupancyGrp/TotalAmt026193
IRS990/OfficeExpensesGrp/FundraisingAmt04881
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015741
IRS990/OfficeExpensesGrp/ProgramServicesAmt042027
IRS990/OfficeExpensesGrp/TotalAmt062649
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0482
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0482
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt01103
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03449
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030716
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062325
IRS990/OtherSalariesAndWagesGrp/TotalAmt096490
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01535
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04774
IRS990/PayrollTaxesGrp/ProgramServicesAmt010447
IRS990/PayrollTaxesGrp/TotalAmt016756
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Raino Zoller
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017138
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Development and Outreach - Trailhead provides events, presentations and panel discussions that are relative the entrepreneurs and start up community in the Treasure Valley. This includes subject matter experts throughout the community that add valuable experience to the businesses and individuals in attendance.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036927
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0Start - This is based a formal set of workshops that begins with "Idea, Set, Go" and "Start Up Now". The structure of these programs allows business ideas to be vetted within the organization for clearer understanding of the idea, the business problem this solves and the identifying value proposition of the idea.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt029579
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03398
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other Programs - Trailhead participates in community wide events and organizations to leverage the outreach of additional entities and opportunities to reach a broader audience. This includes but is not limited to other nonprofit organizations and events hosted within the Treasure Valley and with the City of Boise. Ultimately our goal is to grow the awareness and understanding of the potential for the entrepreneur and start up businesses in the community.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt079153
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt017605
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0238113
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0301568
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt030
IRS990/PYInvestmentIncomeAmt024
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt02040
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt08100
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt010140
IRS990/PYOtherExpensesAmt0221363
IRS990/PYOtherRevenueAmt010
IRS990/PYProgramServiceRevenueAmt08146
IRS990/PYRevenuesLessExpensesAmt087092
IRS990/PYSalariesCompEmpBnftPaidAmt01263
IRS990/PYTotalExpensesAmt0222656
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0309748
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt082368
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.33$0.59$6.04$7.21$1.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.22$1.76$8.51$7.41$1.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.30$0.66$8.94$8.96$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.12$0.68$6.11$6.39$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.64$0.96$5.39$5.77$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.07$1.34$8.20$8.31$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$4.73$5.48$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.29$2.20$6.99$7.29$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.21$2.50$5.51$4.69$0.82
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.17$1.67$3.10$2.23$0.87
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.04$0.80$1.00$0.20$0.80