Civic Intelligence

Unlimited Potential Inc.

990 • Fiscal year 2017 • EIN 74-2383678

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 25, 2018

PO Box 8814Phoenix, AZ 85066

(602) 305-4742

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$53,972

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

-4.8%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$88,465

Down $51,936 (-37%) from 2016

Net Assets

Down

$86,273

Down $50,962 (-37%) from 2016

Liabilities

Down

$2,192

Down $974 (-31%) from 2016

Revenue

Down

$242,087

Down $12,159 (-4.8%) from 2016

Expenses

Up

$293,049

Up $46,735 (+19%) from 2016

Net Income

Down

-$50,962

Down $58,894 (-742%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $71,921Liabilities 2010: $5,035Net Assets 2010: $66,8862010Assets 2011: $100,370Liabilities 2011: $990Net Assets 2011: $99,3802011Assets 2012: $124,564Liabilities 2012: $1,231Net Assets 2012: $123,3332012Assets 2013: $113,263Liabilities 2013: $2,531Net Assets 2013: $110,7322013Assets 2014: $72,061Liabilities 2014: $2,397Net Assets 2014: $69,6642014Assets 2015: $146,655Liabilities 2015: $2,273Net Assets 2015: $144,3822015Assets 2016: $140,401Liabilities 2016: $3,166Net Assets 2016: $137,2352016Assets 2017: $88,465Liabilities 2017: $2,192Net Assets 2017: $86,2732017Assets 2018: $32,385Liabilities 2018: $2,411Net Assets 2018: $29,9742018Assets 2019: $40,160Liabilities 2019: $600Net Assets 2019: $39,5602019Assets 2020: $83,308Liabilities 2020: $0Net Assets 2020: $83,3082020Assets 2021: $167,442Liabilities 2021: $0Net Assets 2021: $167,4422021Assets 2022: $809,534Liabilities 2022: $5,690Net Assets 2022: $803,8442022Assets 2023: $896,403Liabilities 2023: $8,807Net Assets 2023: $887,5962023Assets 2024: $656,250Liabilities 2024: $13,309Net Assets 2024: $642,9412024Assets 2025: $648,151Liabilities 2025: $29,171Net Assets 2025: $618,9802025

Highlighted filing

2017

Assets$88,465
Liabilities$2,192
Net Assets$86,273

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $137,627Expenses 2010: $183,191Net Income 2010: -$45,5642010Expenses 2011: $212,1762011Expenses 2012: $200,8192012Expenses 2013: $337,0772013Revenue 2014: $239,411Expenses 2014: $280,481Net Income 2014: -$41,0702014Revenue 2015: $248,176Expenses 2015: $171,610Net Income 2015: $76,5662015Revenue 2016: $254,246Expenses 2016: $246,314Net Income 2016: $7,9322016Revenue 2017: $242,087Expenses 2017: $293,049Net Income 2017: -$50,9622017Revenue 2018: $225,369Expenses 2018: $251,982Net Income 2018: -$26,6132018Revenue 2019: $120,311Expenses 2019: $110,725Net Income 2019: $9,5862019Revenue 2020: $334,948Expenses 2020: $291,200Net Income 2020: $43,7482020Revenue 2021: $724,123Expenses 2021: $633,311Net Income 2021: $90,8122021Revenue 2022: $1,474,666Expenses 2022: $898,586Net Income 2022: $576,0802022Revenue 2023: $1,516,266Expenses 2023: $1,427,662Net Income 2023: $88,6042023Revenue 2024: $1,195,002Expenses 2024: $1,439,657Net Income 2024: -$244,6552024Revenue 2025: $1,805,799Expenses 2025: $1,829,760Net Income 2025: -$23,9612025

Highlighted filing

2017

Revenue$242,087
Expenses$293,049
Net Income-$50,962
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 25, 2018
Return Version
2016v3.0
Gross Receipts
$242,087
Mission and Program Overview

Mission

Strengthen individuals and families by providing multifaceted services that promote literacy and empower families to actively participate in their communities. Our services honor and build on participants' cultures and wisdom and are grounded on best practices.

All children deserve quality education and the opportunity to become healthy, happy, successful adults. Unlimited potential makes this happen by educating and empowering families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$34,825$35,770▲ $945
Cash and Non-Interest-Bearing Accounts$93,348$35,678▼ $57,670
Savings and Temporary Cash Investments$5,367$10,963▲ $5,596
Land, Buildings, and Equipment, Net$6,861$6,054▼ $807
Total Assets$140,401$88,465▼ $51,936
Liabilities
Accounts Payable and Accrued Expenses$3,166$2,192▼ $974
Total Liabilities$3,166$2,192▼ $974
Net Assets / Fund Balance
Unrestricted Net Assets$137,235$86,273▼ $50,962
Total Net Assets Fund Balance$137,235$86,273▼ $50,962
Total Liabilities and Net Assets / Fund Balance$140,401$88,465▼ $51,936

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,054$11,582$17,636

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$10,000--$10,000-
2013$10,000---$10,000
2012$10,000---$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lorraine Moya SalasExecutive DirectorFT$53,972$53,972

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$161,889
Program Service Revenue
$80,132
Investment Income
$2
Other Revenue
$64
All Other Contributions
$161,889
Change in Net Assets
$-50,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$175,102
Other Expenses$107,397
Grants and Similar Amounts Paid$10,550
Total Fundraising Expense$9,662
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,783$23,142$5,786$115,711
Fees for Services Other$75,680--$75,680
Current Officers, Directors, Trustees, and Key Employees$35,265$9,404$2,351$47,020
Payroll Taxes$9,053$2,414$604$12,071
Grants to Domestic Individuals$10,550--$10,550
Occupancy$6,750$1,800$450$9,000
Office Expenses$3,440$3,096$344$6,880
Other Expenses$4,271--$4,271
Insurance$1,676$2,300$112$4,088
Conferences and Meetings$3,780--$3,780
Fees for Services Accounting-$2,600-$2,600
Depreciation Depletion$807--$807
Other Employee Benefits$225$60$15$300
Information Technology$291--$291
Total Functional Expenses$238,571$44,816$9,662$293,049
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Section B, Line 11B

The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.

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

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The executive commitee reviews the compensation for all officers and key employees by comparing their compensation to the compensation of individuals in like positions in comparable organizations using forms 990, compensation studies, and other available data. The committee then approves any changes in compensation based on this information.

Form 990, Part VI, Section C, Line 18 19

The organization will provide in a timely manner, copies of tax returns, financial statements, and governing documents including its conflict of interest policies when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Unlimited Potential Inc
EIN
74-2383678
Phone
6023054742
Address
PO Box 8814, Phoenix, AZ 85066

Signing Officer

Name
Francisco Avalos
Title
Board Chair
Signed
2018-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francisco Avalos
Formed
1985
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
9
Volunteers
30

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 11G

Temporary services - program service expense 28,338

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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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRADUATES OF UNLIMITED POTENTIAL COMPLETE A SCHOLARSHIP APPLICATION. APPLICATIONS ARE REVIEWED BY A SELECTION COMMITTEE OF STAFF AND BOARD MEMBERS. AWARDS BASED ON SERVICE TO THE CENTER, LETTERS OF RECOMMENDATION AND PARTICIPANT COMMITMENT WHILE ENROLLED IN ESL CLASSES AT THE CENTER. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGES HOWEVER, THEY ARE EARMARKED FOR SPECIFIC DOMESTIC INDIVIDUALS. THE SECOND YEAR ESL PARTICIPANTS AND PROMOTORAS FILL OUT AN APPLICATION. THEY ARE CHOSEN BASED ON THEIR ACADEMIC PERFORMANCE IN THE SECOND YEAR ESL PROGRAM AND PREVIOUS CIVIC ENGAGEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITEE REVIEWS THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE COMMITTEE THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF TAX RETURNS, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEMPORARY SERVICES - PROGRAM SERVICE EXPENSE 28,338
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 11g
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0137235
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 8814
IRS990/USAddress/CityNm0Phoenix
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085066
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.upaz.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCISCO AVALOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Unlimited Potential Inc
ReturnHeader/Filer/BusinessNameControlTxt0UNLI

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.$0.65$0.03$0.62$1.81$1.83$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.64$1.20$1.44$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$1.52$1.43$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$1.47$0.90$0.58
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.72$0.63$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.33$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.12$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.23$0.25$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.24$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.25$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.14$0.25$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.24$0.28$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.01$0.07$0.14$0.18$0.05