Civic Intelligence

Aptitude Inventory Measurement Service

990 • Fiscal year 2017 • EIN 75-1492744

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 10, 2018

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

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$97,341

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-6.1%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$931,769

Down $137,380 (-13%) from 2016

Net Assets

Down

$923,594

Down $142,587 (-13%) from 2016

Liabilities

Up

$8,175

Up $5,207 (+175%) from 2016

Revenue

Down

$848,095

Down $54,819 (-6.1%) from 2016

Expenses

Up

$990,159

Up $68,174 (+7.4%) from 2016

Net Income

Down

-$142,064

Down $122,993 (-645%) from 2016

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

2017

Assets$931,769
Liabilities$8,175
Net Assets$923,594

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

2017

Revenue$848,095
Expenses$990,159
Net Income-$142,064
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 10, 2018
Return Version
2017v2.2
Gross Receipts
$848,095
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$717,074$735,186▲ $18,112
Cash and Non-Interest-Bearing Accounts$205,052$150,538▼ $54,514
Investments in Publicly Traded Securities$59,395$0▼ $59,395
Land, Buildings, and Equipment, Net$82,981$41,398▼ $41,583
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,069,149$931,769▼ $137,380
Other Assets Total$4,647$4,647→ $0
Liabilities
Other Liabilities$2,968$8,175▲ $5,207
Total Liabilities$2,968$8,175▲ $5,207
Net Assets / Fund Balance
Unrestricted Net Assets$1,066,181$923,594▼ $142,587
Total Net Assets Fund Balance$1,066,181$923,594▼ $142,587
Total Liabilities and Net Assets / Fund Balance$1,069,149$931,769▼ $137,380

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,398$507,685$549,083
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mindy PoeDirectorFT$97,341$97,341
Irvin ShambaughPresident-$49,184$49,184
John GastonTrustee-$5,513$5,513

Board Members and Trustees

NameTitle
Peggie JohnsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$843,312
Investment Income
$4,783
Other Revenue
$0
Change in Net Assets
$-142,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$645,467
Other Expenses$344,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$360,287--$360,287
Comp Disqual Persons$129,233$22,806-$152,039
Other Employee Benefits$80,485$14,203-$94,688
Depreciation Depletion$64,182$11,326-$75,508
Occupancy$48,731$8,600-$57,331
All Other Expenses$36,497$4,679-$41,176
Payroll Taxes$32,685$5,768-$38,453
Travel$26,955$1,419-$28,374
Advertising$25,889--$25,889
Other Expenses$14,325$1,770-$16,095
Office Expenses$13,813$1,707-$15,520
Insurance$6,647$821-$7,468
Fees for Services Accounting$4,327$764-$5,091
Fees for Services Legal$1,144$141-$1,285
Total Functional Expenses$908,349$81,810$0$990,159
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit card-amex$7,288
Accrued employee benefit$887
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, Part VI, Line 11B: Form 990 Review Process

Organization's Process to Review Form 990 - No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing Documents Disclosure Explanation - 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
Signed
2018-09-10
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
2
Employees
10
Volunteers
2

Preparer

Firm
Walton CPA PC
Address
801 E Campbell Road Ste 250-M, Richardson, TX 75081
Preparer
Twilla Walton
Phone
9722007335
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Unrealized Gain/loss = -$523

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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/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0843312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0902260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0983182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0897567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0929343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04555664
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018664
IRS990ScheduleA/InvestmentIncomeCYPct00.00410
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99410
IRS990ScheduleA/PublicSupportTotal509Amt04555664
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0843312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0902260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0983182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0897567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0929343
IRS990ScheduleA/Total509Grp/TotalAmt04555664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0848096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0905629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0986417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0900654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0933532
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04574328
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt041398
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0507685
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0549083
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued employee benefit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Credit card-amex
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041398
IRS990ScheduleD/TotalLiabilityAmt08175
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization's Process to Review Form 990 - No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing Documents Disclosure Explanation - Governing document are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized Gain/loss = -$523
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01069149
IRS990/TotalAssetsEOYAmt0931769
IRS990/TotalAssetsGrp/BOYAmt01069149
IRS990/TotalAssetsGrp/EOYAmt0931769
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081810
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0908349
IRS990/TotalFunctionalExpensesGrp/TotalAmt0990159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02968
IRS990/TotalLiabilitiesEOYAmt08175
IRS990/TotalLiabilitiesGrp/BOYAmt02968
IRS990/TotalLiabilitiesGrp/EOYAmt08175
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01066181
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0923594
IRS990/TotalProgramServiceExpensesAmt0908349
IRS990/TotalProgramServiceRevenueAmt0843312
IRS990/TotalReportableCompFromOrgAmt0152038
IRS990/TotalRevenueGrp/ExclusionAmt04783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0843312
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0848095
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01069149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0931769
IRS990/TravelGrp/ManagementAndGeneralAmt01419
IRS990/TravelGrp/ProgramServicesAmt026955
IRS990/TravelGrp/TotalAmt028374
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01066181
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0923594
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0aimstesting.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mindy Poe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aptitude Inventory Measurement Svs
ReturnHeader/Filer/BusinessNameControlTxt0APTI
ReturnHeader/Filer/EIN0751492744
ReturnHeader/Filer/PhoneNum09725678378
ReturnHeader/Filer/USAddress/AddressLine1Txt012160 Abrams Road Ste 314 RM 314
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075243
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861153717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walton CPA PC

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
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.85$0.99$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $500k-$1M nonprofits