Civic Intelligence

Independence for the Blind of West Florida Inc

990 • Fiscal year 2014 • EIN 59-3297510

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 11, 2015

3107 N Davis Hwy32503

(850) 477-2663

Siviq Scores

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

Liabilities / Assets

77th percentile

0.46x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.86x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$56,960

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Assets

Up

$2,138,487

Up $420,898 (+25%) from 2013

Net Assets

Up

$1,150,796

Up $431,893 (+60%) from 2013

Liabilities

Down

$987,691

Down $10,995 (-1.1%) from 2013

Revenue

$1,149,733

No earlier filing loaded for comparison.

Expenses

Up

$760,311

Up $31,558 (+4.3%) from 2013

Net Income

$389,422

No earlier filing loaded for comparison.

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$0Assets 2010: $1,866,267Liabilities 2010: $1,052,926Net Assets 2010: $813,3412010Assets 2011: $1,748,189Liabilities 2011: $1,016,699Net Assets 2011: $731,4902011Assets 2012: $1,732,313Liabilities 2012: $1,006,296Net Assets 2012: $726,0172012Assets 2013: $1,717,589Liabilities 2013: $998,686Net Assets 2013: $718,9032013Assets 2014: $2,138,487Liabilities 2014: $987,691Net Assets 2014: $1,150,7962014Assets 2015: $1,825,106Liabilities 2015: $766,378Net Assets 2015: $1,058,7282015Assets 2016: $1,840,287Liabilities 2016: $752,131Net Assets 2016: $1,088,1562016Assets 2017: $1,758,408Liabilities 2017: $713,270Net Assets 2017: $1,045,1382017Assets 2018: $1,701,985Liabilities 2018: $692,518Net Assets 2018: $1,009,4672018Assets 2019: $1,606,987Liabilities 2019: $671,120Net Assets 2019: $935,8672019Assets 2020: $1,558,255Liabilities 2020: $616,103Net Assets 2020: $942,1522020Assets 2021: $1,769,825Liabilities 2021: $581,251Net Assets 2021: $1,188,5742021Assets 2022: $1,702,143Liabilities 2022: $548,635Net Assets 2022: $1,153,5082022Assets 2023: $1,783,680Liabilities 2023: $524,480Net Assets 2023: $1,259,2002023Assets 2024: $1,844,850Liabilities 2024: $516,940Net Assets 2024: $1,327,9102024

Highlighted filing

2014

Assets$2,138,487
Liabilities$987,691
Net Assets$1,150,796

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $899,9992010Revenue 2011: $816,098Expenses 2011: $893,754Net Income 2011: -$77,6562011Expenses 2012: $749,7142012Expenses 2013: $728,7532013Revenue 2014: $1,149,733Expenses 2014: $760,311Net Income 2014: $389,4222014Revenue 2015: $733,234Expenses 2015: $794,180Net Income 2015: -$60,9462015Revenue 2016: $763,394Expenses 2016: $760,362Net Income 2016: $3,0322016Revenue 2017: $732,061Expenses 2017: $766,620Net Income 2017: -$34,5592017Revenue 2018: $798,714Expenses 2018: $842,527Net Income 2018: -$43,8132018Revenue 2019: $754,869Expenses 2019: $820,617Net Income 2019: -$65,7482019Revenue 2020: $763,419Expenses 2020: $718,483Net Income 2020: $44,9362020Revenue 2021: $778,694Expenses 2021: $590,905Net Income 2021: $187,7892021Revenue 2022: $616,656Expenses 2022: $580,591Net Income 2022: $36,0652022Revenue 2023: $618,831Expenses 2023: $536,246Net Income 2023: $82,5852023Revenue 2024: $641,743Expenses 2024: $653,654Net Income 2024: -$11,9112024

Highlighted filing

2014

Revenue$1,149,733
Expenses$760,311
Net Income$389,422
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$1,200,731
Mission and Program Overview

Mission

Our mission is to teach independent living skills, computer and adaptive technology, and to provide vocational training, and employment-related services to people who are blind or visually impaired so they can achieve maximum independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,239,986$1,311,246▲ $71,260
Investments in Publicly Traded Securities$354,553$664,959▲ $310,406
Accounts Receivable$74,259$95,431▲ $21,172
Savings and Temporary Cash Investments$30,803$60,881▲ $30,078
Prepaid Expenses and Deferred Charges$17,552$5,492▼ $12,060
Cash and Non-Interest-Bearing Accounts$436$478▲ $42
Total Assets$1,717,589$2,138,487▲ $420,898
Liabilities
Mortgage Notes Payable Secured by Investment Property$959,094$939,779▼ $19,315
Accounts Payable and Accrued Expenses$39,592$45,912▲ $6,320
Deferred Revenue-$2,000-
Total Liabilities$998,686$987,691▼ $10,995
Net Assets / Fund Balance
Unrestricted Net Assets$718,903$1,148,296▲ $429,393
Temporarily Rstr Net Assets-$2,500-
Total Net Assets Fund Balance$718,903$1,150,796▲ $431,893
Total Liabilities and Net Assets / Fund Balance$1,717,589$2,138,487▲ $420,898

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$856,693$193,419$1,050,112
Land$322,933-$322,933
Equipment$131,620$67,749$199,369
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Becky KirschExecutive DiFT$56,960$56,960

Board Members and Trustees

NameTitle
Sheila SimsPresident
Christopher Varner EsqDirector
Deborah DavidsonDirector
Donna ClarkDirector
Gayle CrumeDirector
Jena GunnDirector
Kathy TerrellDirector
Marilyn PowitzkyDirector
Michael HageDirector
Richard MelvilleDirector
Julian MacqueenDirector at
Rick PaschallDirector at
Stephanie Alexander EsqDirector at
Joan EngelSecretary
Glenn BarbeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$452,074
Program Service Revenue
$625,297
Investment Income
$21,555
Other Revenue
$50,807
All Other Contributions
$430,001
Change in Net Assets
$389,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,149,733
Revenue Not Reported on Form 990
$108,076
Total Revenue per Audited Statements
$1,257,809
Total Revenue per Form 990
$1,149,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$491,819
Other Expenses$268,492
Total Fundraising Expense$9,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$370,548$11,992-$382,540
Current Officers, Directors, Trustees, and Key Employees$28,480$22,874$5,696$57,050
Depreciation Depletion$47,605$8,401-$56,006
Interest$35,823$17,254-$53,077
Payroll Taxes$34,120$2,938$436$37,494
Travel$29,246$1,481-$30,727
All Other Expenses$20,660$2,565-$23,225
Insurance$17,503$1,731-$19,234
Other Employee Benefits$8,859$5,876-$14,735
Occupancy$12,080$1,194-$13,274
Fees for Services Accounting$7,736$4,364-$12,100
Other Expenses$9,930$7,478-$7,478
Office Expenses$6,166$623$353$7,142
Information Technology$5,170$511-$5,681
Fees for Service Investment Mgmnt Fees-$3,578-$3,578
Advertising--$2,564$2,564
Total Functional Expenses$658,402$92,860$9,049$760,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$825,920
Expenses per Audited Statements$760,311
Total Expenses per Form 990$760,311
Expenses Not Reported on Form 990$65,609
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,773
Fundraising Direct Expenses$22,290
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$75,018$62,773$22,290$40,483
Total Events$75,018$62,773$22,290$40,483
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
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
Yes
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, Page 6, Part VI, Line 11B

The form 990 is distributed by email and made available for review at a meeting of the board of directors. The executive director and treasurer review and approve the form 990 before filing with irs.

Form 990, Page 6, Part VI, Line 12C

Board discusses regularly at meetings and has conflict of interest statement signed each year.

Form 990, Page 6, Part VI, Line 15A

The executive directors pay is determined by performance and also a job likeness study.

Form 990, Page 6, Part VI, Line 15B

Key employees pay is based on a job likeness study.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and most recent audited financial statements available to the public in their office during regular business hours.

Filing and Contact Details

Filer

EIN
59-3297510
Phone
8504772663

Signing Officer

Name
Becky Kirsch
Title
Executive Director
Phone
8504772663
Signed
2015-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Kirsch
Formed
1993
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
14
Employees
16
Volunteers
38

Preparer

Preparer
Kevin J Carlson
Phone
8504766900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is to teach independent living skills, computer and adaptive technology, and to provide vocational training, and employment-related services to people who are blind or visually impaired so they can achieve maximum independence.

Form 990, Page 2, Part III, Line 4D

ADULT PROGRAM ACTIVITIES

Form 990, Part XI, Line 9

Book / tax depreciation difference -2

Form 990, Part XI, Line 9

ROUNDING 4

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

Book / tax depreciation difference 2

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IRS990/InformationTechnologyGrp/TotalAmt05681
IRS990/InsuranceGrp/ManagementAndGeneralAmt01731
IRS990/InsuranceGrp/ProgramServicesAmt017503
IRS990/InsuranceGrp/TotalAmt019234
IRS990/InterestGrp/ManagementAndGeneralAmt017254
IRS990/InterestGrp/ProgramServicesAmt035823
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0623
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IRS990/OtherExpensesGrp/Desc1LEASED PAYROLL COST
IRS990/OtherExpensesGrp/Desc2TRAINING SUPPLIES
IRS990/OtherExpensesGrp/Desc3MGT GRANT EXPENSES (990)
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07478
IRS990/OtherExpensesGrp/ProgramServicesAmt013374
IRS990/OtherExpensesGrp/ProgramServicesAmt111102
IRS990/OtherExpensesGrp/ProgramServicesAmt29930
IRS990/OtherExpensesGrp/TotalAmt013374
IRS990/OtherExpensesGrp/TotalAmt111102
IRS990/OtherExpensesGrp/TotalAmt29930
IRS990/OtherExpensesGrp/TotalAmt37478
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011992
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0370548
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IRS990/PayrollTaxesGrp/FundraisingAmt0436
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IRS990/PayrollTaxesGrp/ProgramServicesAmt034120
IRS990/PayrollTaxesGrp/TotalAmt037494
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017552
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05492
IRS990/PrincipalOfficerNm0BECKY KIRSCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0625297
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0625297
IRS990/ProgSrvcAccomActy2Grp/Desc0VOCATIONAL REHABILITATION PROGRAM - PROVIDES INSTRUCTION TO BLIND AND VISUALLY IMPAIRED INDIVIDUALS WHO DESIRE TO BECOME OR REMAIN EMPLOYED. INSTRUCTION INCLUDES: EMPLOYABILITY SKILLS INCLUDING RESUME WRITING; INTERVIEWING TECHNIQUES; JOB SEARCH METHODS; ORIENTATION AND MOBILITY SKILLS, COMPUTERS AND TECHNOLOGY AND ACTIVITIES OF DAILY LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0194337
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0213408
IRS990/ProgSrvcAccomActy3Grp/Desc0TRANSITION PROGRAM - A PROGRAM FOR YOUTH AGES 14 THROUGH 21 THAT IS OFFERED YEAR-ROUND AFTER SCHOOL AND ON WEEKENDS PLUS AS AN INTENSIVE SUMMER PROGRAM FOR PLANNING POST-HIGH SCHOOL LIFE. TRAINING INCLUDES: COLLEGE PREPARATION AND/OR JOB READINESS SKILLS; SAFE INDOOR AND OUTDOOR TRAVEL SKILLS; COOKING AND SELF-CARE TECHNIQUES; USE OF VARIOUS ASSISTIVE TECHNOLOGY INCLUDING THE USE OF COMPUTERS AND OTHER DEVICES; POLITE SOCIAL INTERACTION AND SELF-ADVOCACY; GUIDANCE IN UNDERSTANDING VOCATIONAL INTERESTS AND VALUES, AND ACTUAL ON-THE-JOB EXPERIENCES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0228906
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0183931
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADULT PROGRAM ACTIVITIES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt069918
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt044629
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt031260
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020208
IRS990/PYOtherExpensesAmt0236476
IRS990/PYOtherRevenueAmt044734
IRS990/PYProgramServiceRevenueAmt0625020
IRS990/PYRevenuesLessExpensesAmt0-7531
IRS990/PYSalariesCompEmpBnftPaidAmt0492277
IRS990/PYTotalExpensesAmt0728753
IRS990/PYTotalRevenueAmt0721222
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0389422
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt010324
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0174829
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060881
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0SPECIAL EVENT REVENUE 5 YEAR TOTAL 212,620
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027748
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020208
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023369
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017405
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt044938
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033740
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt038401
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IRS990ScheduleA/PublicSupportPY170Pct00.38850
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0562140
IRS990ScheduleA/TotalSupportAmt0888590
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt01838
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01838
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.52$1.33$0.64$0.65$0.01
2023Summary only. Only limited summary data is available for this year.$1.78$0.52$1.26$0.62$0.54$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.55$1.15$0.62$0.58$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.58$1.19$0.78$0.59$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.62$0.94$0.76$0.72$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.67$0.94$0.75$0.82$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.69$1.01$0.80$0.84$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.71$1.05$0.73$0.77$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.75$1.09$0.76$0.76$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.77$1.06$0.73$0.79$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.99$1.15$1.15$0.76$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.00$0.72$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$1.01$0.73$0.75
2011Summary only. Only limited summary data is available for this year.$1.75$1.02$0.73$0.82$0.89$0.08
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.05$0.81$0.90