Civic Intelligence

Institute for Challenging Disorganization

990 • Fiscal year 2024 • EIN 68-0479473

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 13, 2025

2005 Palmer Avenue 1068Larchmont, NY 10538

(800) 674-7818

Siviq Scores

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

Liabilities / Assets

77th percentile

0.21x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.44x

Higher debt load relative to revenue than 86% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

55th percentile

6.2%

Faster asset growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

46th percentile

5.1%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$603,886

Up $68,665 (+13%) from 2022

Net Assets

Up

$475,961

Up $64,275 (+16%) from 2022

Liabilities

Up

$127,925

Up $4,390 (+3.6%) from 2022

Revenue

Up

$290,468

Up $27,257 (+10%) from 2022

Expenses

Up

$226,565

Up $54,755 (+32%) from 2022

Net Income

Down

$63,903

Down $27,498 (-30%) from 2022

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

2024

Assets$603,886
Liabilities$127,925
Net Assets$475,961

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

2024

Revenue$290,468
Expenses$226,565
Net Income$63,903
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$290,468
Mission and Program Overview

Mission

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

Elizaprovide 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$551,477$578,967▲ $27,490
Prepaid Expenses and Deferred Charges$7,945$8,811▲ $866
Total Assets$575,530$603,886▲ $28,356
Other Assets Total$16,108$16,108→ $0
Liabilities
Deferred Revenue$153,611$120,862▼ $32,749
Accounts Payable and Accrued Expenses$9,861$7,063▼ $2,798
Total Liabilities$163,472$127,925▼ $35,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$367,539$431,442▲ $63,903
Net Assets With Donor Restrictions$44,519$44,519→ $0
Total Net Assets Fund Balance$412,058$475,961▲ $63,903
Total Liabilities and Net Assets / Fund Balance$575,530$603,886▲ $28,356
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn CaldwellPresident
Kim CoxPresident Elect
Diane QuintanaDirector
Elizabeth Tawney GrossDirector
Nathalie BrantsmaDirector
Phyllis Flood KnerrDirector
Sara SkillenDirector
Connie AndersonSecretary
Debby LeaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,231
Program Service Revenue
$138,481
Investment Income
$756
Other Revenue
$0
All Other Contributions
$339
Change in Net Assets
$63,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,565
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$81,882--$81,882
Fees for Services Other$40,147$10,037-$50,184
Office Expenses-$20,339-$20,339
Advertising$3,793$13,941-$17,734
Insurance-$8,542-$8,542
Fees for Services Accounting-$4,500-$4,500
Other Expenses$1,000$10,117-$1,000
Total Functional Expenses$148,498$78,067$0$226,565
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 & Services DirectorLaurene Is an Independent Contractor Who Is Paid on a Monthly Basis for Handling the Certification Program and Interim Services for the Organization.No$50,184
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 1068, LARCHMONT, NY 10538

Signing Officer

Name
Elizabeth Tawney Gross
Title
Treasurer
Phone
8006747818
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Tawney Gross
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
54

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD, ST LOUIS, MO 63141
Preparer
Mary a Greencpa
Phone
3148121100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Management services: program service expenses 40,147. Management and general expenses 10,037. Fundraising expenses 0. Total expenses 50,184.

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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/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0149186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0137613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0732098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0138481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0111732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt093439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0123209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0584004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01289
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt01316102
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0288963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0260534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0263158
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0242625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0260822
IRS990ScheduleA/Total509Grp/TotalAmt01316102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0289719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0260881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0263211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0242661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0260919
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01317391
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CERTIFICATION & SERVICES DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt050184
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/ExplanationTxt4MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 40,147. MANAGEMENT AND GENERAL EXPENSES 10,037. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,184.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0575530
IRS990/TotalAssetsEOYAmt0603886
IRS990/TotalAssetsGrp/BOYAmt0575530
IRS990/TotalAssetsGrp/EOYAmt0603886
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0151231
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078067
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0148498
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226565
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0163472
IRS990/TotalLiabilitiesEOYAmt0127925
IRS990/TotalLiabilitiesGrp/BOYAmt0163472
IRS990/TotalLiabilitiesGrp/EOYAmt0127925
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0412058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0475961
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt04793
IRS990/TotalOtherProgSrvcRevenueAmt0669
IRS990/TotalProgramServiceExpensesAmt0148498
IRS990/TotalProgramServiceRevenueAmt0138481
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0756
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0138481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290468
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt054
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0575530
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0603886
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/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CHALLENGINGDISORGANIZATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH TAWNEY GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08006747818
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR CHALLENGING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0680479473
ReturnHeader/Filer/PhoneNum08006747818
ReturnHeader/Filer/USAddress/AddressLine1Txt02005 PALMER AVENUE 1068
ReturnHeader/Filer/USAddress/CityNm0LARCHMONT
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2024Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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