Civic Intelligence

Aptitude Inventory Measurement Service

990 • Fiscal year 2016 • EIN 75-1492744

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 27, 2017

12160 Abrams Road Ste 314 Rm 314Dallas, TX 75243

(972) 567-8378

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

35th percentile

-2.1%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

64th percentile

$89,341

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-8.5%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,069,149

Down $16,103 (-1.5%) from 2015

Net Assets

Down

$1,066,181

Down $19,071 (-1.8%) from 2015

Liabilities

Up

$2,968

Up $2,968 from 2015

Revenue

Down

$902,914

Down $83,545 (-8.5%) from 2015

Expenses

Down

$921,985

Down $36,603 (-3.8%) from 2015

Net Income

Down

-$19,071

Down $46,942 (-168%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,057,823Liabilities 2012: $0Net Assets 2012: $1,057,8232012Assets 2013: $1,103,016Liabilities 2013: $0Net Assets 2013: $1,103,0162013Assets 2014: $1,061,072Liabilities 2014: $1,998Net Assets 2014: $1,059,0742014Assets 2015: $1,085,252Liabilities 2015: $0Net Assets 2015: $1,085,2522015Assets 2016: $1,069,149Liabilities 2016: $2,968Net Assets 2016: $1,066,1812016Assets 2017: $931,769Liabilities 2017: $8,175Net Assets 2017: $923,5942017Assets 2018: $854,848Liabilities 2018: $11,271Net Assets 2018: $843,5772018Assets 2019: $851,157Liabilities 2019: $5,417Net Assets 2019: $845,7402019Assets 2020: $803,528Liabilities 2020: $1,468Net Assets 2020: $802,0602020Assets 2021: $858,496Liabilities 2021: $3,820Net Assets 2021: $854,6762021Assets 2022: $819,945Liabilities 2022: $2,410Net Assets 2022: $817,5352022Assets 2023: $799,796Liabilities 2023: $6,220Net Assets 2023: $793,5762023Assets 2024: $670,834Liabilities 2024: $2,341Net Assets 2024: $668,4932024

Highlighted filing

2016

Assets$1,069,149
Liabilities$2,968
Net Assets$1,066,181

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $1,007,7552012Revenue 2013: $934,553Expenses 2013: $881,428Net Income 2013: $53,1252013Revenue 2014: $900,654Expenses 2014: $945,665Net Income 2014: -$45,0112014Revenue 2015: $986,459Expenses 2015: $958,588Net Income 2015: $27,8712015Revenue 2016: $902,914Expenses 2016: $921,985Net Income 2016: -$19,0712016Revenue 2017: $848,095Expenses 2017: $990,159Net Income 2017: -$142,0642017Revenue 2018: $886,594Expenses 2018: $966,611Net Income 2018: -$80,0172018Revenue 2019: $884,636Expenses 2019: $882,475Net Income 2019: $2,1612019Revenue 2020: $643,916Expenses 2020: $686,306Net Income 2020: -$42,3902020Revenue 2021: $609,705Expenses 2021: $557,089Net Income 2021: $52,6162021Revenue 2022: $604,219Expenses 2022: $641,360Net Income 2022: -$37,1412022Revenue 2023: $624,200Expenses 2023: $648,159Net Income 2023: -$23,9592023Revenue 2024: $575,995Expenses 2024: $701,078Net Income 2024: -$125,0832024

Highlighted filing

2016

Revenue$902,914
Expenses$921,985
Net Income-$19,071
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$902,914
Mission and Program Overview

Mission

Aptitude testing and evaluation-including publishing results and consultation.

Aptitude testing and evaluation-including publishing results and consultation

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$713,056$717,074▲ $4,018
Cash and Non-Interest-Bearing Accounts$211,027$205,052▼ $5,975
Land, Buildings, and Equipment, Net$102,564$82,981▼ $19,583
Investments in Publicly Traded Securities$53,109$59,395▲ $6,286
Prepaid Expenses and Deferred Charges$849--
Total Assets$1,085,252$1,069,149▼ $16,103
Other Assets Total$4,647$4,647→ $0
Liabilities
Other Liabilities-$2,968-
Total Liabilities$0$2,968▲ $2,968
Net Assets / Fund Balance
Unrestricted Net Assets$1,085,252$1,066,181▼ $19,071
Total Net Assets Fund Balance$1,085,252$1,066,181▼ $19,071
Total Liabilities and Net Assets / Fund Balance$1,085,252$1,069,149▼ $16,103

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$82,981$432,178$515,159
Compensation and Service Providers

Employees

NameTitleBaseTotal
Mindy PoeDirector$89,341$89,341
Irvin ShambaughPresident$51,341$51,341

Board Members and Trustees

NameTitle
Jan KellyTrustee
John GastonTrustee
Peggie JohnsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$902,260
Investment Income
$654
Other Revenue
$0
Change in Net Assets
$-19,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$643,936
Other Expenses$278,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$369,728--$369,728
Current Officers, Directors, Trustees, and Key Employees$140,682--$140,682
Depreciation Depletion$84,698$14,947-$99,645
Other Employee Benefits$80,998$14,294-$95,292
Occupancy$52,340$9,159-$61,499
Office Expenses$51,203$6,327-$57,530
Payroll Taxes$32,499$5,735-$38,234
Travel$23,925$1,259-$25,184
Advertising$11,344--$11,344
Insurance$4,964$614-$5,578
Fees for Services Accounting$3,947$697-$4,644
Other Expenses$950$168-$1,118
All Other Expenses$289$36-$325
Fees for Services Legal$279$34-$313
Fees for Services Other$200$25-$225
Total Functional Expenses$867,520$54,465$0$921,985
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
Credit Card-amex$1,789
Payroll Clearing Account$1,179
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Governing document are not available to the public.

Filing and Contact Details

Filer

Filer Name
Aptitude Inventory Measurement Svs
EIN
75-1492744
Phone
9725678378
Address
12160 ABRAMS ROAD STE 314 RM 314, DALLAS, TX 75243

Signing Officer

Name
Mindy Poe
Title
Director
Phone
9725678378
Signed
2017-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mindy Poe
Formed
1974
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
3
Employees
9

Preparer

Firm
Twilla Walton CPA Pc
Address
520 CENTRAL PKWY E STE 107, PLANO, TX 75074-5526
Preparer
Twilla Walton
Phone
9722007335
Raw XML Appendix356 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.

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ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TWILLA WALTON
ReturnHeader/ReturnTs02017-11-09T10:04:58-06:00
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.58$0.70$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.01$0.79$0.62$0.65$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.60$0.64$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.85$0.61$0.56$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.64$0.69$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.01$0.85$0.88$0.88$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.01$0.84$0.89$0.97$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.01$0.92$0.85$0.99$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.90$0.92$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.99$0.96$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.90$0.95$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.93$0.88$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$1.01