Civic Intelligence

Institute for Challenging Disorganization

990 • Fiscal year 2020 • EIN 68-0479473

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 23, 2020

2005 Palmer Avenue No 1068Larchmont, NY 10538

(800) 674-7818

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.08x

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

2020 filings • NTEE H • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • NTEE H • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

34%

Higher net margin than 70% of similar nonprofits.

2020 filings • NTEE H • <$500k nonprofits • Source year 2020

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2020 filings • NTEE H • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • NTEE H • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • NTEE H • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$294,537

Up $43,875 (+18%) from 2019

Net Assets

Up

$271,865

Up $88,958 (+49%) from 2019

Liabilities

Down

$22,672

Down $45,083 (-67%) from 2019

Revenue

Up

$260,919

Up $75,730 (+41%) from 2019

Expenses

Up

$171,961

Up $56,708 (+49%) from 2019

Net Income

Up

$88,958

Up $19,022 (+27%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $138,822Liabilities 2010: $16,300Net Assets 2010: $122,5222010Assets 2011: $160,122Liabilities 2011: $21,750Net Assets 2011: $138,3722011Assets 2012: $210,834Liabilities 2012: $38,245Net Assets 2012: $172,5892012Assets 2013: $182,975Liabilities 2013: $70,278Net Assets 2013: $112,6972013Assets 2014: $219,592Liabilities 2014: $50,550Net Assets 2014: $169,0422014Assets 2015: $195,965Liabilities 2015: $37,277Net Assets 2015: $158,6882015Assets 2016: $232,067Liabilities 2016: $74,702Net Assets 2016: $157,3652016Assets 2017: $136,411Liabilities 2017: $22,851Net Assets 2017: $113,5602017Assets 2018: $138,581Liabilities 2018: $25,610Net Assets 2018: $112,9712018Assets 2019: $250,662Liabilities 2019: $67,755Net Assets 2019: $182,9072019Assets 2020: $294,537Liabilities 2020: $22,672Net Assets 2020: $271,8652020Assets 2021: $445,753Liabilities 2021: $125,468Net Assets 2021: $320,2852021Assets 2022: $535,221Liabilities 2022: $123,535Net Assets 2022: $411,6862022Assets 2024: $603,886Liabilities 2024: $127,925Net Assets 2024: $475,9612024Assets 2025: $660,153Liabilities 2025: $141,713Net Assets 2025: $518,4402025

Highlighted filing

2020

Assets$294,537
Liabilities$22,672
Net Assets$271,865

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $256,908Expenses 2010: $241,810Net Income 2010: $15,0982010Revenue 2011: $294,934Expenses 2011: $279,084Net Income 2011: $15,8502011Revenue 2012: $338,373Expenses 2012: $304,156Net Income 2012: $34,2172012Revenue 2013: $332,523Expenses 2013: $379,487Net Income 2013: -$46,9642013Revenue 2014: $403,264Expenses 2014: $346,919Net Income 2014: $56,3452014Revenue 2015: $332,542Expenses 2015: $342,896Net Income 2015: -$10,3542015Revenue 2016: $333,234Expenses 2016: $334,557Net Income 2016: -$1,3232016Revenue 2017: $287,175Expenses 2017: $330,980Net Income 2017: -$43,8052017Revenue 2018: $227,410Expenses 2018: $227,999Net Income 2018: -$5892018Revenue 2019: $185,189Expenses 2019: $115,253Net Income 2019: $69,9362019Revenue 2020: $260,919Expenses 2020: $171,961Net Income 2020: $88,9582020Revenue 2021: $242,661Expenses 2021: $125,746Net Income 2021: $116,9152021Revenue 2022: $263,211Expenses 2022: $171,810Net Income 2022: $91,4012022Revenue 2024: $290,468Expenses 2024: $226,565Net Income 2024: $63,9032024Revenue 2025: $279,588Expenses 2025: $237,114Net Income 2025: $42,4742025

Highlighted filing

2020

Revenue$260,919
Expenses$171,961
Net Income$88,958
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 23, 2020
Return Version
2019v5.1
Gross Receipts
$260,919
Mission and Program Overview

Mission

Provide education about issues and conditions leading to chronic disorganization so as to benefit those affected.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$229,554$266,495▲ $36,941
Prepaid Expenses and Deferred Charges$5,000$6,797▲ $1,797
Accounts Receivable-$5,137-
Total Assets$250,662$294,537▲ $43,875
Other Assets Total$16,108$16,108→ $0
Liabilities
Deferred Revenue$61,250$15,975▼ $45,275
Accounts Payable and Accrued Expenses$6,505$6,697▲ $192
Total Liabilities$67,755$22,672▼ $45,083
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$135,643$227,346▲ $91,703
Net Assets With Donor Restrictions$47,264$44,519▼ $2,745
Total Net Assets Fund Balance$182,907$271,865▲ $88,958
Total Liabilities and Net Assets / Fund Balance$250,662$294,537▲ $43,875

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$16,108--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alison LushPresident
Cindy SullivanPresident-elect
Nacho EguiarteAt Large Events Director
Nettie OwensAt Large Growth & Development Director
Vickie DellaquillaEducation Director
Lynne PoultonMarketing Director
Amanda ScudderResearch Director
Diane QuintanaSecretary
Susan GardnerSubscriber Relations Direc
Kim CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,613
Program Service Revenue
$123,209
Investment Income
$97
Other Revenue
$0
All Other Contributions
$2,815
Change in Net Assets
$88,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,961
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
Conferences and Meetings$67,391--$67,391
Fees for Services Management$27,907$6,977-$34,884
Office Expenses-$21,187-$21,187
Insurance-$6,193-$6,193
Advertising-$3,950-$3,950
Fees for Services Accounting-$3,750-$3,750
Other Expenses$1,753$5,733-$1,753
All Other Expenses$29$87-$116
Total Functional Expenses$116,368$55,593$0$171,961
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Laurene Livesey ParkCertification Program Director and Interim Services ManagerLaurene Is an Independent Contractor Who Is Paid on a Monthly Basis for Handling the Certification Program and Interim Services for the Organization.No$49,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Icd has contracted with laurene livesey park for management services as well as the role of certification program director. Laurene livesey park provides support in these areas through managing icd phone and email communications, board of directors support, membership services, database and website administration, class production support, and all activities to coordinate and administer the certification programs offered by icd.

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

The form 990 is reviewed by the treasurer before it is filed and distributed to the entire board for review after it has been filed.

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

The organization regularly and consistently monitors its conflict of interest policy.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Institute for Challenging
EIN
68-0479473
Phone
8006747818
Address
2005 PALMER AVENUE NO 1068, LARCHMONT, NY 10538

Signing Officer

Name
Kim Cox
Title
Treasurer
Phone
8006747818
Signed
2020-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Cox
Formed
2003
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
106

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD, ST LOUIS, MO 63141
Preparer
Mary a Green CPA
Phone
3148121100
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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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0137613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0137023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0135012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0155775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0192887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0758310
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0281
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0216
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0123209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0130061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0140020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0533258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0864
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0201
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0111
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01495
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99380
IRS990ScheduleA/PublicSupportTotal509Amt01291568
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0260822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0184934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0227069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0285836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0332907
IRS990ScheduleA/Total509Grp/TotalAmt01291568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0260919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0185189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0227410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0287175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0333234
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01293927
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt016108
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TRADEMARK
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt016108
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0LAURENE LIVESEY PARK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CERTIFICATION PROGRAM DIRECTOR AND INTERIM SERVICES MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt049200
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LAURENE IS AN INDEPENDENT CONTRACTOR WHO IS PAID ON A MONTHLY BASIS FOR HANDLING THE CERTIFICATION PROGRAM AND INTERIM SERVICES FOR THE ORGANIZATION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ICD HAS CONTRACTED WITH LAURENE LIVESEY PARK FOR MANAGEMENT SERVICES AS WELL AS THE ROLE OF CERTIFICATION PROGRAM DIRECTOR. LAURENE LIVESEY PARK PROVIDES SUPPORT IN THESE AREAS THROUGH MANAGING ICD PHONE AND EMAIL COMMUNICATIONS, BOARD OF DIRECTORS SUPPORT, MEMBERSHIP SERVICES, DATABASE AND WEBSITE ADMINISTRATION, CLASS PRODUCTION SUPPORT, AND ALL ACTIVITIES TO COORDINATE AND ADMINISTER THE CERTIFICATION PROGRAMS OFFERED BY ICD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TREASURER BEFORE IT IS FILED AND DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW AFTER IT HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0250662
IRS990/TotalAssetsEOYAmt0294537
IRS990/TotalAssetsGrp/BOYAmt0250662
IRS990/TotalAssetsGrp/EOYAmt0294537
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0137613
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116368
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171961
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067755
IRS990/TotalLiabilitiesEOYAmt022672
IRS990/TotalLiabilitiesGrp/BOYAmt067755
IRS990/TotalLiabilitiesGrp/EOYAmt022672
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0182907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0271865
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt029660
IRS990/TotalProgramServiceExpensesAmt0116368
IRS990/TotalProgramServiceRevenueAmt0123209
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt097
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260919
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0106
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0294537
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02005 PALMER AVENUE
IRS990/USAddress/CityNm0LARCHMONT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010538
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CHALLENGINGDISORGANIZATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.60$1.42$5.18$2.80$2.37$0.42
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$1.28$4.76$2.90$2.27$0.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$1.24$4.12$2.63$1.72$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$1.25$3.20$2.43$1.26$1.17
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.23$2.72$2.61$1.72$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.68$1.83$1.85$1.15$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.26$1.13$2.27$2.28$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.23$1.14$2.87$3.31$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.75$1.57$3.33$3.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.96$0.37$1.59$3.33$3.43$0.10
2014Summary only. Only limited summary data is available for this year.$2.20$0.51$1.69$4.03$3.47$0.56
2013Summary only. Only limited summary data is available for this year.$1.83$0.70$1.13$3.33$3.79$0.47
2012Summary only. Only limited summary data is available for this year.$2.11$0.38$1.73$3.38$3.04$0.34
2011Summary only. Only limited summary data is available for this year.$1.60$0.22$1.38$2.95$2.79$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.16$1.23$2.57$2.42$0.15