Civic Intelligence

Aptitude Inventory Measurement Service

990 • Fiscal year 2018 • EIN 75-1492744

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 24, 2019

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

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

22nd percentile

-9.0%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$99,927

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

20th percentile

-8.3%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

4.5%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$854,848

Down $76,921 (-8.3%) from 2017

Net Assets

Down

$843,577

Down $80,017 (-8.7%) from 2017

Liabilities

Up

$11,271

Up $3,096 (+38%) from 2017

Revenue

Up

$886,594

Up $38,499 (+4.5%) from 2017

Expenses

Down

$966,611

Down $23,548 (-2.4%) from 2017

Net Income

Up

-$80,017

Up $62,047 (+44%) from 2017

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

2018

Assets$854,848
Liabilities$11,271
Net Assets$843,577

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

2018

Revenue$886,594
Expenses$966,611
Net Income-$80,017
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 24, 2019
Return Version
2018v3.1
Gross Receipts
$886,594
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$735,186$751,927▲ $16,741
Cash and Non-Interest-Bearing Accounts$150,538$93,207▼ $57,331
Intangible Assets-$3,352-
Land, Buildings, and Equipment, Net$41,398$1,438▼ $39,960
Total Assets$931,769$854,848▼ $76,921
Other Assets Total$4,647$4,924▲ $277
Liabilities
Other Liabilities$8,175$11,271▲ $3,096
Total Liabilities$8,175$11,271▲ $3,096
Net Assets / Fund Balance
Unrestricted Net Assets$923,594$843,577▼ $80,017
Total Net Assets Fund Balance$923,594$843,577▼ $80,017
Total Liabilities and Net Assets / Fund Balance$931,769$854,848▼ $76,921

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,438$546,649$548,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mindy PoeDirectorFT$93,859$6,068$99,927
Irvin ShambaughPresidentFT$55,928$29,016$84,944
John GastonSecretary-$6,020-$6,020
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$876,945
Investment Income
$9,649
Other Revenue
$0
Change in Net Assets
$-80,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$674,708
Other Expenses$291,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$382,227--$382,227
Comp Disqual Persons$132,436$23,371-$155,807
Other Employee Benefits$81,840$14,443-$96,283
Occupancy$54,747$9,661-$64,408
Depreciation Depletion$40,886$7,215-$48,101
All Other Expenses$35,325$5,296-$40,621
Payroll Taxes$34,332$6,059-$40,391
Travel$26,056$1,371-$27,427
Office Expenses$17,784$2,198-$19,982
Other Expenses$14,348$1,773-$16,121
Advertising$7,346--$7,346
Fees for Services Accounting$4,607$813-$5,420
Insurance$3,003$371-$3,374
Total Functional Expenses$887,538$79,073$0$966,611
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 Liabilities$10,468
Accrued Employee Benefit$803
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Section B, line 11B

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

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

Transactions with potential conflict of interests must be disclosed.

Form 990, Part VI, Section C, 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
2145858820
Signed
2019-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mindy Poe
Formed
1974
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
2
Employees
11
Volunteers
0

Preparer

Firm
Twilla Walton CPA PC
Address
801 E Campbell Road Ste 155, Richardson, TX 75081
Preparer
Twilla Walton
Phone
9722007335
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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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IRS990/TravelGrp/ManagementAndGeneralAmt01371
IRS990/TravelGrp/ProgramServicesAmt026056
IRS990/TravelGrp/TotalAmt027427
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0923594
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0843577
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012160 Abrams Road Ste 314 RM 314
IRS990/USAddress/CityNm0Dallas
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075243
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0aimstesting.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mindy Poe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02145858820
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0874A48136ACA5E3CE84007A9A66D856E0827775A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.184.167.208
ReturnHeader/FilingSecurityInformation/IPDt02019-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:53:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861153717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Twilla Walton CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 E Campbell Road Ste 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richardson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075081
ReturnHeader/PreparerPersonGrp/PhoneNum09722007335
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Twilla Walton
ReturnHeader/ReturnTs02019-10-24T14:53:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$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
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