Civic Intelligence

Vocal Inc.

990 • Fiscal year 2022 • EIN 54-1985895

Sep 01, 2021 to Aug 31, 2022 • Filed on Jun 28, 2023

7400 Beaufont Springs Drive 300Richmond, VA 23225

(804) 343-1777

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$59,433

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$188,443

Down $45,521 (-19%) from 2021

Net Assets

Down

$187,952

Down $33,987 (-15%) from 2021

Liabilities

Down

$491

Down $11,534 (-96%) from 2021

Revenue

Down

$328,941

Down $177,218 (-35%) from 2021

Expenses

Down

$362,928

Down $22,252 (-5.8%) from 2021

Net Income

Down

-$33,987

Down $154,966 (-128%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2011: $127,995Liabilities 2011: $5,626Net Assets 2011: $122,3692011Assets 2012: $25,161Liabilities 2012: $3,920Net Assets 2012: $21,2412012Assets 2013: $15,010Liabilities 2013: $21,750Net Assets 2013: -$6,7402013Assets 2014: $203,677Liabilities 2014: $3,746Net Assets 2014: $199,9312014Assets 2015: $164,510Liabilities 2015: $822Net Assets 2015: $163,6882015Assets 2016: $277,322Liabilities 2016: $7,692Net Assets 2016: $269,6302016Assets 2017: $319,136Liabilities 2017: $19,665Net Assets 2017: $299,4712017Assets 2018: $399,823Liabilities 2018: $53,504Net Assets 2018: $346,3192018Assets 2019: $357,776Liabilities 2019: $7,067Net Assets 2019: $350,7092019Assets 2020: $104,162Liabilities 2020: $3,202Net Assets 2020: $100,9602020Assets 2021: $233,964Liabilities 2021: $12,025Net Assets 2021: $221,9392021Assets 2022: $188,443Liabilities 2022: $491Net Assets 2022: $187,9522022Assets 2023: $42,179Liabilities 2023: $3,977Net Assets 2023: $38,2022023Assets 2024: $25,202Liabilities 2024: $15,626Net Assets 2024: $9,5762024Assets 2025: $156,491Liabilities 2025: $9,234Net Assets 2025: $147,2572025

Highlighted filing

2022

Assets$188,443
Liabilities$491
Net Assets$187,952

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $551,876Expenses 2011: $517,999Net Income 2011: $33,8772011Revenue 2012: $412,876Expenses 2012: $514,006Net Income 2012: -$101,1302012Revenue 2013: $372,564Expenses 2013: $400,545Net Income 2013: -$27,9812013Revenue 2014: $594,955Expenses 2014: $397,439Net Income 2014: $197,5162014Revenue 2015: $390,998Expenses 2015: $424,535Net Income 2015: -$33,5372015Revenue 2016: $431,406Expenses 2016: $389,165Net Income 2016: $42,2412016Revenue 2017: $392,871Expenses 2017: $356,021Net Income 2017: $36,8502017Revenue 2018: $610,912Expenses 2018: $564,064Net Income 2018: $46,8482018Revenue 2019: $669,846Expenses 2019: $607,836Net Income 2019: $62,0102019Revenue 2020: $232,176Expenses 2020: $481,925Net Income 2020: -$249,7492020Revenue 2021: $506,159Expenses 2021: $385,180Net Income 2021: $120,9792021Revenue 2022: $328,941Expenses 2022: $362,928Net Income 2022: -$33,9872022Revenue 2023: $251,491Expenses 2023: $401,241Net Income 2023: -$149,7502023Revenue 2024: $391,569Expenses 2024: $420,195Net Income 2024: -$28,6262024Revenue 2025: $479,237Expenses 2025: $358,696Net Income 2025: $120,5412025

Highlighted filing

2022

Revenue$328,941
Expenses$362,928
Net Income-$33,987
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jun 28, 2023
Return Version
2021v4.2
Gross Receipts
$328,941
Mission and Program Overview

Mission

To create a climate in virginia where peers are empowered to understand and find their own recovery through programs that achieve: a) personal transformation, b) community transformation, and c)systems transformation.

To create a climate in virginia where peers are empowered to understand and find their own recovery through programs that achieve: a) personal transformation, b) community transformation, and c) systems transformation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$227,698$176,651▼ $51,047
Land, Buildings, and Equipment, Net$1,620$6,652▲ $5,032
Prepaid Expenses and Deferred Charges$1,780$1,780→ $0
Accounts Receivable$133$133→ $0
Total Assets$233,964$188,443▼ $45,521
Other Assets Total$2,733$3,227▲ $494
Liabilities
Accounts Payable and Accrued Expenses$12,025$491▼ $11,534
Total Liabilities$12,025$491▼ $11,534
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$221,939$187,952▼ $33,987
Total Net Assets Fund Balance$221,939$187,952▼ $33,987
Total Liabilities and Net Assets / Fund Balance$233,964$188,443▼ $45,521

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,652$34,974$41,626
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Heather OrrockExecutive DirectorFT$59,433$59,433
Deidre JohnsonFormer Executive DirectorFT$20,626$20,626

Board Members and Trustees

NameTitle
Bently WoodPresident
Marty GrizzleVice President
Colin ConnellyDirector
Jeanne HixDirector
Markia AndersonDirector
Suzanne EllerDirector
Jennifer SpanglerSecretary
Steven ClemonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$322,255
Program Service Revenue
$6,114
Investment Income
$1
Other Revenue
$571
All Other Contributions
$57
Change in Net Assets
$-33,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$269,051
Other Expenses$93,877
Total Fundraising Expense$5,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,650$13,117$463$149,230
Current Officers, Directors, Trustees, and Key Employees$30,218$30,218$2,518$62,954
Fees for Services Other$26,836$7,985$568$35,389
Other Employee Benefits$24,030$7,150$509$31,689
Payroll Taxes$13,984$4,161$296$18,441
Fees for Services Accounting-$18,180-$18,180
Office Expenses$9,885$2,941$209$13,035
Pension Plan Contributions$5,109$1,520$108$6,737
Other Expenses$3,350$997$72$4,419
Travel$2,148$639$45$2,832
Insurance$1,842$548$39$2,429
Conferences and Meetings$1,351$402$29$1,782
Depreciation Depletion$1,241$369$26$1,636
Advertising$895$266$19$1,180
Occupancy$639$190$14$843
Total Functional Expenses$266,393$91,425$5,110$362,928
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
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has only one voting membership level, in addition to the board of directors.

Form 990, Part VI, Section A, Line 7A

Members elect board members annually.

Form 990, Part VI, Section A, Line 7B

Members must approve changes to bylaws and elect board members.

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

The board reviews the 990 prior to filing.

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

The board monitors all conflicts of interest.

Form 990, Part VI, Section B, Line 15A

Board of directors supervises executive director and votes on the executive director's salary annually.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public via the website.

Filing and Contact Details

Filer

Filer Name
Vocal Inc
EIN
54-1985895
Phone
8043431777
Address
7400 BEAUFONT SPRINGS DRIVE 300, RICHMOND, VA 23225

Signing Officer

Name
Robert Bently Wood
Title
President
Phone
8043431777
Signed
2023-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Bently Wood
Formed
2000
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
25

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Jennifer R Files CPA
Phone
5406623417
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
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IRS990/PensionPlanContributionsGrp/TotalAmt06737
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01780
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01780
IRS990/PrincipalOfficerNm0ROBERT BENTLY WOOD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06114
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06114
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0498205
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt068930
IRS990/PYOtherRevenueAmt0302
IRS990/PYProgramServiceRevenueAmt07649
IRS990/PYRevenuesLessExpensesAmt0120979
IRS990/PYSalariesCompEmpBnftPaidAmt0316250
IRS990/PYTotalExpensesAmt0385180
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0506159
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-33987
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0322255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0498205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0214709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0669507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0478826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02183502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt030019
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0571
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0302
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0338
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt037086
IRS990ScheduleA/OtherIncome170Grp/TotalAmt039506
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98220
IRS990ScheduleA/PublicSupportPY170Pct00.96420
IRS990ScheduleA/PublicSupportTotal170Amt02183502
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0322255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0498205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0214709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0669507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0478826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02183502
IRS990ScheduleA/TotalSupportAmt02223015
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06652
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034974
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041626
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06652
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ONLY ONE VOTING MEMBERSHIP LEVEL, IN ADDITION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT BOARD MEMBERS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS MUST APPROVE CHANGES TO BYLAWS AND ELECT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MONITORS ALL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD OF DIRECTORS SUPERVISES EXECUTIVE DIRECTOR AND VOTES ON THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0233964
IRS990/TotalAssetsEOYAmt0188443
IRS990/TotalAssetsGrp/BOYAmt0233964
IRS990/TotalAssetsGrp/EOYAmt0188443
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0322255
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05110
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt091425
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0266393
IRS990/TotalFunctionalExpensesGrp/TotalAmt0362928
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012025
IRS990/TotalLiabilitiesEOYAmt0491
IRS990/TotalLiabilitiesGrp/BOYAmt012025
IRS990/TotalLiabilitiesGrp/EOYAmt0491
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0221939
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187952
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0266393
IRS990/TotalProgramServiceRevenueAmt06114
IRS990/TotalReportableCompFromOrgAmt080059
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0328941
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0233964
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0188443
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt045
IRS990/TravelGrp/ManagementAndGeneralAmt0639
IRS990/TravelGrp/ProgramServicesAmt02148
IRS990/TravelGrp/TotalAmt02832
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$0.09$1.47$4.79$3.59$1.21
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.16$0.10$3.92$4.20$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.04$0.38$2.51$4.01$1.50
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$3.29$3.63$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.12$2.22$5.06$3.85$1.21
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$2.32$4.82$2.50
2019Detailed filing. Detailed filing data is available for this year.$3.58$0.07$3.51$6.70$6.08$0.62
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.54$3.46$6.11$5.64$0.47
2017Detailed filing. Detailed filing data is available for this year.$3.19$0.20$2.99$3.93$3.56$0.37
2016Summary only. Only limited summary data is available for this year.$2.77$0.08$2.70$4.31$3.89$0.42
2015Summary only. Only limited summary data is available for this year.$1.65$0.01$1.64$3.91$4.25$0.34
2014Summary only. Only limited summary data is available for this year.$2.04$0.04$2.00$5.95$3.97$1.98
2013Summary only. Only limited summary data is available for this year.$0.15$0.22$0.07$3.73$4.01$0.28
2012Summary only. Only limited summary data is available for this year.$0.25$0.04$0.21$4.13$5.14$1.01
2011Summary only. Only limited summary data is available for this year.$1.28$0.06$1.22$5.52$5.18$0.34