Civic Intelligence

Domestic Violence Intervention Services

EIN 73-1028332 • 501(c)3 • Tulsa, OK

Profile

Rebuilding lives affected by domestic violence and sexual assault through advocacy, shelter, counseling, and education.

3124 E Apache StTulsa, OK 74110

www.dvis.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.09x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

4.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

49%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$18,564,490

Down $416,927 (-2.2%) from 2023

Liabilities

Down

$622,561

Down $136,062 (-18%) from 2023

Net Assets

Down

$17,941,929

Down $280,865 (-1.5%) from 2023

Revenue

Down

$8,457,911

Down $451,144 (-5.1%) from 2023

Expenses

Up

$9,028,068

Up $510,433 (+6.0%) from 2023

Net Income

Down

-$570,157

Down $961,577 (-246%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $5,034,381Liabilities 2011: $278,232Net Assets 2011: $4,756,1492011Assets 2012: $5,039,918Liabilities 2012: $256,217Net Assets 2012: $4,783,7012012Assets 2013: $8,942,393Liabilities 2013: $287,044Net Assets 2013: $8,655,3492013Assets 2014: $17,655,579Liabilities 2014: $1,066,501Net Assets 2014: $16,589,0782014Assets 2015: $20,397,393Liabilities 2015: $727,099Net Assets 2015: $19,670,2942015Assets 2016: $19,910,514Liabilities 2016: $1,041,296Net Assets 2016: $18,869,2182016Assets 2017: $20,062,630Liabilities 2017: $1,492,364Net Assets 2017: $18,570,2662017Assets 2018: $18,762,686Liabilities 2018: $561,839Net Assets 2018: $18,200,8472018Assets 2019: $18,069,097Liabilities 2019: $488,206Net Assets 2019: $17,580,8912019Assets 2020: $18,373,151Liabilities 2020: $862,315Net Assets 2020: $17,510,8362020Assets 2021: $19,286,778Liabilities 2021: $376,519Net Assets 2021: $18,910,2592021Assets 2022: $18,146,938Liabilities 2022: $489,056Net Assets 2022: $17,657,8822022Assets 2023: $18,981,417Liabilities 2023: $758,623Net Assets 2023: $18,222,7942023Assets 2024: $18,564,490Liabilities 2024: $622,561Net Assets 2024: $17,941,9292024

Highlighted filing

2024

Assets$18,564,490
Liabilities$622,561
Net Assets$17,941,929

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,297,926Expenses 2011: $4,370,806Net Income 2011: -$72,8802011Revenue 2012: $4,706,662Expenses 2012: $4,630,186Net Income 2012: $76,4762012Revenue 2013: $8,044,353Expenses 2013: $4,254,526Net Income 2013: $3,789,8272013Revenue 2014: $12,216,241Expenses 2014: $4,403,874Net Income 2014: $7,812,3672014Revenue 2015: $8,594,971Expenses 2015: $5,450,743Net Income 2015: $3,144,2282015Revenue 2016: $4,939,908Expenses 2016: $5,624,706Net Income 2016: -$684,7982016Revenue 2017: $6,250,071Expenses 2017: $6,638,122Net Income 2017: -$388,0512017Revenue 2018: $5,869,399Expenses 2018: $6,272,092Net Income 2018: -$402,6932018Revenue 2019: $5,927,497Expenses 2019: $6,564,127Net Income 2019: -$636,6302019Revenue 2020: $6,706,301Expenses 2020: $6,827,519Net Income 2020: -$121,2182020Revenue 2021: $7,636,052Expenses 2021: $6,755,828Net Income 2021: $880,2242021Revenue 2022: $5,980,589Expenses 2022: $6,611,178Net Income 2022: -$630,5892022Revenue 2023: $8,909,055Expenses 2023: $8,517,635Net Income 2023: $391,4202023Revenue 2024: $8,457,911Expenses 2024: $9,028,068Net Income 2024: -$570,1572024

Highlighted filing

2024

Revenue$8,457,911
Expenses$9,028,068
Net Income-$570,157

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.62$17.9$8.46$9.03$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.76$18.2$8.91$8.52$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.49$17.7$5.98$6.61$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.38$18.9$7.64$6.76$0.88
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.86$17.5$6.71$6.83$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.49$17.6$5.93$6.56$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.56$18.2$5.87$6.27$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$1.49$18.6$6.25$6.64$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$1.04$18.9$4.94$5.62$0.68
2015Summary only. Only limited summary data is available for this year.$20.4$0.73$19.7$8.59$5.45$3.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$1.07$16.6$12.2$4.40$7.81
2013Summary only. Only limited summary data is available for this year.$8.94$0.29$8.66$8.04$4.25$3.79
2012Summary only. Only limited summary data is available for this year.$5.04$0.26$4.78$4.71$4.63$0.08
2011Summary only. Only limited summary data is available for this year.$5.03$0.28$4.76$4.30$4.37$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.2
Gross Receipts
$6,780,154
Mission and Program Overview

Mission

Advancing physical and emotional safety by reducing the impact and occurrence of sexual and domestic violence, human trafficking and stalking through inclusive intervention and prevention services for children, youth, and adults.services include: safe housing; counseling for children, youth, and adults; legal advocacy and representation; court advocacy; law enforcement advocacy; education and outreach; hospital advocacy; childcare; batterers intervention.

Domestic violence intervention services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,339,036$13,864,849▼ $474,187
Investments in Publicly Traded Securities-$1,307,676-
Savings and Temporary Cash Investments$1,206,071$574,938▼ $631,133
Pledges and Grants Receivable$622,283$509,499▼ $112,784
Cash and Non-Interest-Bearing Accounts$323,038$504,060▲ $181,022
Accounts Receivable$361,046$414,357▲ $53,311
Prepaid Expenses and Deferred Charges$16,569$16,133▼ $436
Total Assets$18,069,097$18,373,151▲ $304,054
Other Assets Total$1,201,054$1,181,639▼ $19,415
Liabilities
Unsecured Notes Loans Payable-$495,235-
Accounts Payable and Accrued Expenses$350,711$367,080▲ $16,369
Mortgage Notes Payable Secured by Investment Property$137,495$0▼ $137,495
Total Liabilities$488,206$862,315▲ $374,109
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,589,812$16,470,419▼ $119,393
Net Assets With Donor Restrictions$991,079$1,040,417▲ $49,338
Total Net Assets Fund Balance$17,580,891$17,510,836▼ $70,055
Total Liabilities and Net Assets / Fund Balance$18,069,097$18,373,151▲ $304,054

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,645,328$2,455,109$15,100,437
Land$931,600-$931,600
Other Land Buildings$164,123$157,110$321,233
Equipment$59,737$92,071$151,808
Leasehold Improvements$64,061$6,199$70,260
Other Assets Org$1,181,639--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,199,756-▲ $53,500$64,952$1,181,639
2018$1,187,987-▲ $83,608$64,192$1,199,756
2017$1,153,089-▲ $103,663$62,126$1,187,987
2016$1,083,248-▲ $137,418$61,343$1,153,089
2015$1,217,683-▲ $110$128,122$1,083,248
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracey LyallExecutive DirectorFT$96,000$8,947$104,947
Lindy WhortonDirector of Finance and AdFT$54,094$8,500$62,594

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,501,116
Program Service Revenue
$138,990
Investment Income
$70,435
Other Revenue
$-4,240
All Other Contributions
$1,549,265
Change in Net Assets
$-121,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,697,724
Revenue Not Reported on Financial Statements
$8,577
Revenue Not Reported on Form 990
$125,016
Total Revenue per Audited Statements
$6,822,740
Total Revenue per Form 990
$6,706,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,001,451
Other Expenses$1,641,660
Total Fundraising Expense$326,562
Grants and Similar Amounts Paid$184,408
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,298,987$525,111$220,581$4,044,679
Depreciation Depletion$546,234$8,503$24,175$578,912
Other Employee Benefits$377,199$52,941$20,818$450,958
Occupancy$335,526$64,833$10,418$410,777
Fees for Services Other$271,874$43,922$9,065$324,861
Payroll Taxes$242,896$34,091$13,406$290,393
Grants to Domestic Individuals$184,408--$184,408
Current Officers, Directors, Trustees, and Key Employees$120,075$19,512$10,507$150,094
Office Expenses$77,441$29,969$2,654$110,064
Pension Plan Contributions$54,642$7,669$3,016$65,327
Conferences and Meetings$57,002$2,234$781$60,017
Fees for Services Accounting-$36,610-$36,610
All Other Expenses$10,913$14,374$1,028$26,315
Fees for Service Investment Mgmnt Fees-$19,327-$19,327
Interest$78$10,379$5,544$16,001
Other Expenses$2,456$2,134$124$4,714
Total Functional Expenses$5,624,746$876,211$326,562$6,827,519

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,892,795
Total Expenses per Form 990$6,827,519
Expenses per Audited Statements$6,818,942
Expenses Not Reported on Form 990$73,853
Expenses Not Reported on Financial Statements$8,577
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$73,853
Fundraising Gross Income$41,932
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monarch Ball$288,825$27,156$8,893$18,263
Best of Brunch$48,982$8,616$3,635$4,981
Total Events$359,850$41,932$73,853$-31,921
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
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

No committees are able to act on behalf of the board.

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

Draft of 990 tax form is presented to the ceo for review and updates, once reviewed by the ceo, it is then presented to the finance committee for review and presented to board of directors for approval.

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

The board of directors has approved our conflict of interest policy. Any conflict of interest that may arise has been documented by that person and approved by the board of directors. Our conflict of interest policy is signed and distributed annually to the board of directors and monitored on an as needed basis by the governance committee.

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

The board of directors has a human resources committee that meets annually to discuss the performance review for the chief executive officer. A performance review is sent out to all who directly report to the chief executive officer. The committee then reviews the performance comments and recommends to the board the compensation for the chief executive officer. A similar performance review process is performed on an annual basis for all who report to the chief executive officer. These are not submitted to the board, they are given to the chief executive officer for the approval to perform these reviews on an annual basis.

Form 990, Part VI, Section C, Line 19

They are available on site and on website.

Filing and Contact Details

Filer

Filer Name
Domestic Violence Intervention Services
EIN
73-1028332
Phone
9185853163
Address
3124 E APACHE ST, TULSA, OK 74110

Signing Officer

Name
Tracey Lyall
Title
CEO
Phone
9185853163
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey Lyall
Formed
1979
Legal Domicile
Ok
Voting Board Members
20
Independent Board Members
20
Employees
142
Volunteers
73

Preparer

Firm
Eide Bailly Llp
Address
810 S CINCINNATI AVE STE 600, TULSA, OK 74119-1623
Preparer
Chandra Foster CPA
Phone
9187485000
Supplemental Narrative

Additional Explanations

Part X, Line 24

The organization was granted a $494,000 loan under the paycheck protection program (ppp) administered by a small business administration (sba) approved partner. The loan was uncollateralized and fully guaranteed by the federal government. The organization was eligible for loan forgiveness of up to 100% of the loan upon meeting certain requirements. The organization has recorded a note payable and will record the forgiveness upon being legally released from the loan obligation by the financial institution administering the loan. No forgiveness income has been recorded for the year ended june 30, 2020.

Financial Statement Notes

PART V, LINE 4:

The endowment fund principal has been designated by the board of directors for the purpose of supporting the operations of the organization through the earnings on the funds.

PART X, LINE 2:

The organization is a not-for-profit organization exempt from income taxes under internal revenue code section 501(c)(3), and similar provisions of state law. The organization has been classified as an organization that is not a private foundation under section 509(a) of the internal revenue code. The organization is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, entities are subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. Management has determined that the organization is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. Management believes that the organization has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense netted against fundraising income 73,853.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense netted against fundraising income 73,853.

PART V:

100% of the endowment funds are beneficial interests in assets held by tulsa community foundation (agency endowment funds) in which the distributions from fund are board designated. These are not endowment funds required to be reported on schedule d, part v.

Raw XML AppendixShowing 400 of 692 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.

Path#Value
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IRS990/Desc0RESIDENTIAL:THE SHELTER SERVES WOMEN AND CHILDREN WHO ARE HOMELESS DUE TO DOMESTIC VIOLENCE AND SEXUAL ASSAULT. THE 90 BED FACILITY OFFERS SAFE HOUSING, COUNSELING, REFERRALS AND CASE MANAGEMENT SERVICES. 413 WOMEN AND CHILDREN WERE SERVED DURING 2020 AT THE SHELTER. THE TRANSITIONAL HOUSING PROGRAM FACILITATES THE TRANSITION OF SURVIVORS AND THEIR CHILDREN TO INDEPENDENT PERMANENT HOUSING. 66 WOMEN AND CHILDREN WERE SERVED AT TRANSITIONAL HOUSING DURING 2020.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt208500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt218947
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IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF SNODGRASS
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN MARIE CONSTABLE
IRS990/Form990PartVIISectionAGrp/PersonNm3DON HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA KNOWLTON
IRS990/Form990PartVIISectionAGrp/PersonNm5MARI RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT BONNALLIE
IRS990/Form990PartVIISectionAGrp/PersonNm7KENDALL CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm8JILL JONES
IRS990/Form990PartVIISectionAGrp/PersonNm9ANN LOWRY
IRS990/Form990PartVIISectionAGrp/PersonNm10RACHEL JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBIN LACY
IRS990/Form990PartVIISectionAGrp/PersonNm12DAMON ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm13RONI RIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14KELLIE MATHIS
IRS990/Form990PartVIISectionAGrp/PersonNm15KATIE MABREY
IRS990/Form990PartVIISectionAGrp/PersonNm16SHARON BERTRAM
IRS990/Form990PartVIISectionAGrp/PersonNm17ADAM PALUKA
IRS990/Form990PartVIISectionAGrp/PersonNm18JUSTICE DESIREE WAIDNER SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm19SHERRI WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm20LINDY WHORTON
IRS990/Form990PartVIISectionAGrp/PersonNm21TRACEY LYALL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT - ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER - PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF FINANCE AND AD
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
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IRS990/FormationYr01979
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0ADVANCING PHYSICAL AND EMOTIONAL SAFETY BY REDUCING THE IMPACT AND OCCURRENCE OF SEXUAL AND DOMESTIC VIOLENCE, HUMAN TRAFFICKING AND STALKING THROUGH INCLUSIVE INTERVENTION AND PREVENTION SERVICES FOR CHILDREN, YOUTH, AND ADULTS.SERVICES INCLUDE: SAFE HOUSING; COUNSELING FOR CHILDREN, YOUTH, AND ADULTS; LEGAL ADVOCACY AND REPRESENTATION; COURT ADVOCACY; LAW ENFORCEMENT ADVOCACY; EDUCATION AND OUTREACH; HOSPITAL ADVOCACY; CHILDCARE; BATTERERS INTERVENTION.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1GOVERNMENT FEES FOR SE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125954
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt225943

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