Civic Intelligence

The Independence Foundation

990 • Fiscal year 2016 • EIN 61-1485976

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 08, 2017

Organization Profilewww.theindependencefoundation.org
2220 Hall RoadElma, NY 14059

(716) 685-3976

Siviq Scores

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

Liabilities / Assets

85th percentile

0.50x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

1.91x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

2.4%

Higher net margin than 47% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-6.1%

Faster asset growth than 29% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-2.4%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$437,901

Down $28,230 (-6.1%) from 2015

Net Assets

Down

$218,750

Down $23,004 (-9.5%) from 2015

Liabilities

Down

$219,151

Down $5,226 (-2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin47th percentile

Revenue

Down

$114,583

Down $2,873 (-2.4%) from 2015

Expenses

Down

$111,807

Down $21,006 (-16%) from 2015

Net Income

Up

$2,776

Up $18,133 (+118%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2010: $506,578Liabilities 2010: $247,418Net Assets 2010: $259,1602010Assets 2011: $514,375Liabilities 2011: $246,680Net Assets 2011: $267,6952011Assets 2012: $479,892Liabilities 2012: $242,579Net Assets 2012: $237,3132012Assets 2013: $473,830Liabilities 2013: $237,294Net Assets 2013: $236,5362013Assets 2014: $468,425Liabilities 2014: $231,207Net Assets 2014: $237,2182014Assets 2015: $466,131Liabilities 2015: $224,377Net Assets 2015: $241,7542015Assets 2016: $437,901Liabilities 2016: $219,151Net Assets 2016: $218,7502016Assets 2017: $432,336Liabilities 2017: $210,810Net Assets 2017: $221,5262017

Highlighted filing

2016

Assets$437,901
Liabilities$219,151
Net Assets$218,750
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $103,5942010Revenue 2011: $137,090Expenses 2011: $128,586Net Income 2011: $8,5042011Expenses 2012: $143,0412012Revenue 2013: $128,639Expenses 2013: $130,714Net Income 2013: -$2,0752013Revenue 2014: $122,951Expenses 2014: $122,469Net Income 2014: $4822014Revenue 2015: $117,456Expenses 2015: $132,813Net Income 2015: -$15,3572015Revenue 2016: $114,583Expenses 2016: $111,807Net Income 2016: $2,7762016Revenue 2017: $103,887Expenses 2017: $85,955Net Income 2017: $17,9322017

Highlighted filing

2016

Revenue$114,583
Expenses$111,807
Net Income$2,776
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$120,639
Mission and Program Overview

Mission

To assist the physically disabled to lead independent lives.

To assist the physically disabled to lead independent lives

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$357,972$334,296▼ $23,676
Rtn Earn Endowment Incm Other Fnds$237,218$218,750▼ $18,468
Cash and Non-Interest-Bearing Accounts$110,207$103,359▼ $6,848
Prepaid Expenses and Deferred Charges$246$246→ $0
Total Assets$468,425$437,901▼ $30,524
Liabilities
Mortgage Notes Payable Secured by Investment Property$225,272$213,216▼ $12,056
Other Liabilities$5,935$5,935→ $0
Total Liabilities$231,207$219,151▼ $12,056
Net Assets / Fund Balance
Total Net Assets Fund Balance$237,218$218,750▼ $18,468
Total Liabilities and Net Assets / Fund Balance$468,425$437,901▼ $30,524

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$253,498$107,013$360,511
Leasehold Improvements$46,456$30,339$76,795
Equipment$16,578$9,545$20,298
Land$17,764-$17,764
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Christine MullerPresident
Lisa CarterVicePresident
Jackie SwiatowskiDirector
Michael SchmidtDirector
Sharon LottererDirector
Steve LottererDirector
Ted KoethDirector
Rick MullerSecretary
Michele MullerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,335
Investment Income
$22
Other Revenue
$39,226
Change in Net Assets
$2,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,807
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$71,238--$71,238
Depreciation Depletion$17,199--$17,199
Fees for Services Management$11,500--$11,500
Interest$7,314--$7,314
Grants to Domestic Individuals$2,000--$2,000
Office Expenses---$1,924
Insurance-$632-$632
Total Functional Expenses$109,251$632$0$111,807
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,282
Fundraising Direct Expenses$6,056
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$5,935
Governance and Compliance

Governance Checklist

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

Part VI Line 11B

“Board members review 990 prior to filing.”

Part VI Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
The Independence Foundation
EIN
61-1485976
In Care Of
% Christine Muller
Phone
7166853976
Address
2220 Hall Road, Elma, NY 14059

Signing Officer

Name
Christine Muller
Title
President
Phone
7166853976
Signed
2017-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Muller
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
DJW Financial Services LLC
Address
5806 EAST LANE, LAKE VIEW, NY 14085
Preparer
Duane J Whitmer
Phone
7166468031
Raw XML Appendix374 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/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0468425
IRS990/TotalAssetsEOYAmt0437901
IRS990/TotalAssetsGrp/BOYAmt0468425
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0632
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109251
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111807
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IRS990/TotalLiabilitiesEOYAmt0219151
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IRS990/TotalProgramServiceExpensesAmt0101011
IRS990/TotalProgramServiceRevenueAmt075335
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt075357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114583
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0468425
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0437901
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02220 Hall Road
IRS990/USAddress/CityNm0Elma
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014059
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.theindependencefoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE MULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07166853976
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Independence Foundation
ReturnHeader/Filer/BusinessNameControlTxt0THEI
ReturnHeader/Filer/EIN0611485976
ReturnHeader/Filer/InCareOfNm0% Christine Muller
ReturnHeader/Filer/PhoneNum07166853976
ReturnHeader/Filer/USAddress/AddressLine1Txt02220 Hall Road
ReturnHeader/Filer/USAddress/CityNm0Elma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014059
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014E4D06357F6A1C4ADDCC4A8A2216F461EAA9F6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014E4D06357F6A1C4ADDCC4A8A2216F461EAA9F6C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId016586820172205562269
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.64.2.87
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465158910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DJW Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05806 EAST LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE VIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014085
ReturnHeader/PreparerPersonGrp/PhoneNum07166468031
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE J WHITMER
ReturnHeader/ReturnTs02017-08-08T08:26:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,901
Liabilities
$219,151
Net assets
$218,750
Revenue
$114,583
Expenses
$111,807
Net income
$2,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$4.32$2.11$2.22$1.04$0.86$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.38$2.19$2.19$1.15$1.12$0.03
2015Summary only. Only limited summary data is available for this year.$4.66$2.24$2.42$1.17$1.33$0.15
2014Summary only. Only limited summary data is available for this year.$4.68$2.31$2.37$1.23$1.22$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.74$2.37$2.37$1.29$1.31$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$2.43$2.37$1.43
2011Summary only. Only limited summary data is available for this year.$5.14$2.47$2.68$1.37$1.29$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$2.47$2.59$1.04