Civic Intelligence

Low Vision Resource Center Inc

990 • Fiscal year 2015 • EIN 74-2930723

Jan 01, 2015 to Dec 31, 2015 • Filed on May 18, 2016

1250 N E Loop 410 Suite 630San Antonio, TX 78209

(210) 829-4223

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$231,868

Up $9,653 (+4.3%) from 2014

Net Assets

Up

$231,868

Up $9,653 (+4.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$99,413

Down $46,284 (-32%) from 2014

Expenses

Down

$89,760

Down $5,963 (-6.2%) from 2014

Net Income

Down

$9,653

Down $40,321 (-81%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $152,065Liabilities 2011: $0Net Assets 2011: $152,0652011Assets 2012: $205,927Liabilities 2012: $5Net Assets 2012: $205,9222012Assets 2013: $172,241Liabilities 2013: $0Net Assets 2013: $172,2412013Assets 2014: $222,215Liabilities 2014: $0Net Assets 2014: $222,2152014Assets 2015: $231,868Liabilities 2015: $0Net Assets 2015: $231,8682015Assets 2016: $234,033Liabilities 2016: $0Net Assets 2016: $234,0332016Assets 2017: $232,189Liabilities 2017: $0Net Assets 2017: $232,1892017Assets 2018: $235,843Liabilities 2018: $0Net Assets 2018: $235,8432018Assets 2019: $265,795Liabilities 2019: $0Net Assets 2019: $265,7952019Assets 2020: $309,627Liabilities 2020: $0Net Assets 2020: $309,6272020Assets 2021: $643,810Liabilities 2021: $0Net Assets 2021: $643,8102021Assets 2022: $670,942Liabilities 2022: $2,798Net Assets 2022: $668,1442022Assets 2023: $703,171Liabilities 2023: $3,991Net Assets 2023: $699,1802023Assets 2024: $896,146Liabilities 2024: $0Net Assets 2024: $896,1462024

Highlighted filing

2015

Assets$231,868
Liabilities$0
Net Assets$231,868

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $130,8462011Expenses 2012: $99,0162012Revenue 2013: $52,932Expenses 2013: $86,613Net Income 2013: -$33,6812013Revenue 2014: $145,697Expenses 2014: $95,723Net Income 2014: $49,9742014Revenue 2015: $99,413Expenses 2015: $89,760Net Income 2015: $9,6532015Revenue 2016: $100,749Expenses 2016: $98,584Net Income 2016: $2,1652016Revenue 2017: $108,463Expenses 2017: $110,307Net Income 2017: -$1,8442017Revenue 2018: $114,209Expenses 2018: $110,555Net Income 2018: $3,6542018Revenue 2019: $203,749Expenses 2019: $173,797Net Income 2019: $29,9522019Revenue 2020: $212,902Expenses 2020: $169,071Net Income 2020: $43,8312020Revenue 2021: $518,665Expenses 2021: $184,482Net Income 2021: $334,1832021Revenue 2022: $263,127Expenses 2022: $184,164Net Income 2022: $78,9632022Revenue 2023: $177,321Expenses 2023: $201,817Net Income 2023: -$24,4962023Revenue 2024: $346,821Expenses 2024: $217,429Net Income 2024: $129,3922024

Highlighted filing

2015

Revenue$99,413
Expenses$89,760
Net Income$9,653
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 18, 2016
Return Version
2015v2.1
Gross Receipts
$103,122
Mission and Program Overview

Mission

The organizations mission is to offer help, foster hope, and promote independence for people with vision loss.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$49,735$102,652▲ $52,917
Investments in Publicly Traded Securities$70,693$73,104▲ $2,411
Pledges and Grants Receivable$100,000$50,000▼ $50,000
Land, Buildings, and Equipment, Net$1,787$6,112▲ $4,325
Total Assets$222,215$231,868▲ $9,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$122,215$132,008▲ $9,793
Temporarily Rstr Net Assets$100,000$99,860▼ $140
Total Net Assets Fund Balance$222,215$231,868▲ $9,653
Total Liabilities and Net Assets / Fund Balance$222,215$231,868▲ $9,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,112$54,128$64,034
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kate CrosbyPresident
Mary HenrichVice-President/Treasurer
Billy PhelpsExecutive Director
Jerry Lindner MDMember
Marie PauersteinMember
Mary J RotenMember
Toni BellMember
Sally WiskemannSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$94,881
Program Service Revenue
$0
Investment Income
$2,501
Other Revenue
$2,031
All Other Contributions
$94,881
Change in Net Assets
$9,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,509
Other Expenses$13,251
Total Fundraising Expense$3,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,316$7,805$2,839$70,960
Payroll Taxes$4,614$597$338$5,549
Office Expenses$3,126$1,157-$4,283
Fees for Services Accounting-$2,950-$2,950
Insurance-$1,308-$1,308
Other Expenses$924$225-$1,149
Travel$584--$584
Depreciation Depletion$330$151-$481
Conferences and Meetings$385--$385
All Other Expenses$221$85-$306
Advertising-$206-$206
Fees for Services Other-$100-$100
Occupancy$89$10$1$100
Total Functional Expenses$71,593$14,989$3,178$89,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,698
Fundraising Direct Expenses$3,709
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 A, Line 11B

The Form 990 is available for Board members to review prior to signature and submission. The tax return is reviewed at a Board meeting or sent via email to Board members depending on the timinng of the meeting. A Board member signs the Form 990 after it has been reviewed and approved by the Board.

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

The organization participates in and receives results of an independent survey of non-profit wages in San Antonio. The Board reviews the data and balances this information against anticipated revenue to determine annual compensation package adjustments, if any.

Form 990, Part VI, Section C, Line 19

The organization makes its conflict of interest policy, governing documents, and financial statements available to the public at the organizations offices upon request.

Filing and Contact Details

Filer

Filer Name
Low Vision Resource Center Inc
EIN
74-2930723
Phone
2108294223
Address
1250 N E Loop 410 Suite 630, San Antonio, TX 78209

Signing Officer

Name
Bill Phelps
Title
Executive Director
Signed
2016-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Billy Phelps
Formed
1999
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
200

Preparer

Firm
Reed J Smiley CPA
Address
1550 N E Loop 410 Suite 207, San Antonio, TX 78209
Preparer
Reed J Smiley CPA
Phone
2108226900
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt042
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0131
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95740
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.96100
IRS990ScheduleA/PublicSupportTotal170Amt0594237
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144716
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0169773
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0594237
IRS990ScheduleA/TotalSupportAmt0620688
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06112
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054128
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064034
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06112
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is available for Board members to review prior to signature and submission. The tax return is reviewed at a Board meeting or sent via email to Board members depending on the timinng of the meeting. A Board member signs the Form 990 after it has been reviewed and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization participates in and receives results of an independent survey of non-profit wages in San Antonio. The Board reviews the data and balances this information against anticipated revenue to determine annual compensation package adjustments, if any.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its conflict of interest policy, governing documents, and financial statements available to the public at the organizations offices upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0100000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt099860
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0222215
IRS990/TotalAssetsEOYAmt0231868
IRS990/TotalAssetsGrp/BOYAmt0222215
IRS990/TotalAssetsGrp/EOYAmt0231868
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt094881
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03178
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014989
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071593
IRS990/TotalFunctionalExpensesGrp/TotalAmt089760
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0222215
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0231868
IRS990/TotalProgramServiceExpensesAmt071593
IRS990/TotalRevenueGrp/ExclusionAmt04532
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt099413
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222215
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0231868
IRS990/TravelGrp/ProgramServicesAmt0584
IRS990/TravelGrp/TotalAmt0584
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0122215
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0132008
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01250 NE Loop 410 Suite 630
IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078209
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Phelps
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Low Vision Resource Center Inc
ReturnHeader/Filer/BusinessNameControlTxt0LOWV
ReturnHeader/Filer/EIN0742930723
ReturnHeader/Filer/PhoneNum02108294223
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 N E Loop 410 Suite 630
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reed J Smiley CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01550 N E Loop 410 Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02108226900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Reed J Smiley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-18T12:52:47-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$3.47$2.17$1.29
2023Detailed filing. Detailed filing data is available for this year.$7.03$0.04$6.99$1.77$2.02$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.03$6.68$2.63$1.84$0.79
2021Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$5.19$1.84$3.34
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$2.13$1.69$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.04$1.74$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$1.14$1.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.08$1.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$1.01$0.99$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.99$0.90$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.46$0.96$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.53$0.87$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.00$2.06$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$1.31