Civic Intelligence

Aim for Success Inc

990 • Fiscal year 2017 • EIN 75-2499386

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 27, 2018

17817 Davenport Rd Suite 245Dallas, TX 75252

(972) 422-2322

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Down

$308,805

Down $157,970 (-34%) from 2016

Net Assets

Down

$268,706

Down $99,413 (-27%) from 2016

Liabilities

Down

$40,099

Down $58,557 (-59%) from 2016

Revenue

Down

$399,740

Down $56,860 (-12%) from 2016

Expenses

Up

$492,619

Up $38,537 (+8.5%) from 2016

Net Income

Down

-$92,879

Down $95,397 (-3789%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $572,699Liabilities 2010: $82,046Net Assets 2010: $490,6532010Assets 2011: $501,964Liabilities 2011: $101,064Net Assets 2011: $400,9002011Assets 2012: $443,349Liabilities 2012: $98,130Net Assets 2012: $345,2192012Assets 2013: $459,159Liabilities 2013: $101,402Net Assets 2013: $357,7572013Assets 2014: $459,226Liabilities 2014: $101,465Net Assets 2014: $357,7612014Assets 2015: $501,684Liabilities 2015: $136,083Net Assets 2015: $365,6012015Assets 2016: $466,775Liabilities 2016: $98,656Net Assets 2016: $368,1192016Assets 2017: $308,805Liabilities 2017: $40,099Net Assets 2017: $268,7062017Assets 2018: $169,343Liabilities 2018: $52,522Net Assets 2018: $116,8212018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$308,805
Liabilities$40,099
Net Assets$268,706

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $387,767Expenses 2010: $486,848Net Income 2010: -$99,0812010Revenue 2011: $396,536Expenses 2011: $486,289Net Income 2011: -$89,7532011Revenue 2012: $397,418Expenses 2012: $453,100Net Income 2012: -$55,6822012Revenue 2013: $419,527Expenses 2013: $406,989Net Income 2013: $12,5382013Revenue 2014: $394,459Expenses 2014: $394,455Net Income 2014: $42014Revenue 2015: $407,973Expenses 2015: $400,109Net Income 2015: $7,8642015Revenue 2016: $456,600Expenses 2016: $454,082Net Income 2016: $2,5182016Revenue 2017: $399,740Expenses 2017: $492,619Net Income 2017: -$92,8792017Revenue 2018: $439,690Expenses 2018: $580,897Net Income 2018: -$141,2072018Revenue 2019: $268,288Expenses 2019: $320,357Net Income 2019: -$52,0692019

Highlighted filing

2017

Revenue$399,740
Expenses$492,619
Net Income-$92,879
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 27, 2018
Return Version
2017v2.3
Gross Receipts
$399,740
Mission and Program Overview

Mission

To provide health education programs to schools and other youth organizations to prevent teen sexual activity, drug & alcohol use, and bullying.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,044$268,555▲ $250,511
Savings and Temporary Cash Investments$104,026--
Loans From Officers Directors$96,798--
Accounts Receivable$30,999$32,929▲ $1,930
Land, Buildings, and Equipment, Net$9,319$7,321▼ $1,998
Total Assets$466,775$308,805▼ $157,970
Other Assets Total$304,387--
Liabilities
Deferred Revenue-$31,870-
Other Liabilities$1,858$8,229▲ $6,371
Total Liabilities$98,656$40,099▼ $58,557
Net Assets / Fund Balance
Unrestricted Net Assets$368,119$268,706▼ $99,413
Total Net Assets Fund Balance$368,119$268,706▼ $99,413
Total Liabilities and Net Assets / Fund Balance$466,775$308,805▼ $157,970

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,321$50,602$57,923
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kerby AndersonChairman
Cindy WeberBoard Member
Clint GriderBoard Member
James GranberryBoard Member
Joe McilhaneyBoard Member
Joyce JordanBoard Member
Ken WilgusBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$120,176
Program Service Revenue
$277,154
Investment Income
$2,408
Other Revenue
$2
All Other Contributions
$120,176
Change in Net Assets
$-92,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$325,668
Other Expenses$166,951
Total Fundraising Expense$4,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,799$53,627$2,822$282,248
Occupancy$21,377$5,078$267$26,722
Office Expenses$20,680$4,912$259$25,851
Payroll Taxes$18,679$4,436$233$23,348
Other Employee Benefits$16,058$3,813$201$20,072
Advertising$11,502$2,732$144$14,378
Information Technology$5,202$1,235$65$6,502
Insurance$3,624$860$45$4,529
Other Expenses$2,664$633$33$3,330
Depreciation Depletion$2,520$598$31$3,149
All Other Expenses$2,111$502$27$2,640
Total Functional Expenses$408,635$79,785$4,199$492,619
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
James Granberry - Board MemberLandlordBuilding LeaseNo$17,983

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$96,798--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$8,057
Sales Tax Payable$172
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
Yes
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, Page 6, Part VI, Line 11B

The entire board of directors receives a complete copy of the form 990 prior to filing. Any comments or suggestions they have are incorporated in the return as applicable.

Form 990, Page 6, Part VI, Line 12C

All board members are required to disclose conflicts of interest each year and abstain from voting in such instances where a conflict may exist. Each board member must complete a questionnaire annually to assist in identifying potential conflicts.

Form 990, Page 6, Part VI, Line 15A

The salaries of positions at the ceo/executive director, top management, or officers, are approved by the independent board members.

Form 990, Page 6, Part VI, Line 15B

The salaries of positions at the ceo/executive director, top management, or officers, are approved by the independent board members.

Form 990, Page 6, Part VI, Line 18

Documents available to the public upon request. An administrative fee may be charged for compiling documents.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Aim for Success Inc
EIN
75-2499386
Phone
9724222322
Address
17817 DAVENPORT RD SUITE 245, DALLAS, TX 75252

Signing Officer

Name
Lori Kuykendall
Title
Executive Director
Phone
9724222322
Signed
2018-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerby Anderson
Formed
1993
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
18

Preparer

Firm
Nabors CPA Services Pc
Address
8765 STOCKARD DRIVE SUITE 404, FRISCO, TX 75034-8007
Preparer
R Wayne Nabors CPA
Phone
9724641226
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0600
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05238
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92310
IRS990ScheduleA/PublicSupportPY509Pct00.90840
IRS990ScheduleA/PublicSupportTotal509Amt01816544
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt024000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt040295
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt036149
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt038641
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0146085
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt027795
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt026149
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt028641
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt082585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0399740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0456600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0367155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0369459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0369675
IRS990ScheduleA/Total509Grp/TotalAmt01962629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0402148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0457560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0367973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0370059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0370127
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01967867
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07321
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050602
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt057923
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08057
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07321
IRS990ScheduleD/TotalLiabilityAmt08229
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JAMES GRANBERRY - BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0LANDLORD
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt017983
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUILDING LEASE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PART II - MARILYN MORRIS, FOUNDER,PRESIDENT AND A DIRECTOR OF THE ORGANIZATION HAS WRITTEN SEVERAL BOOKS WHICH ARE SOLD TO PARENTS AS PART OF THE PARENT PROGRAMS PROVIDED. HISTORICALLY, MARILYN MORRIS HAS PROVIDED THE MATERIALS FREE OF CHARGE TO AIM FOR SUCCESS, WITH THE AGREEMENT THAT THE REVENUE FROM THE SALES WILL BE SPLIT 60% TO MARILYN MORRIS AND 40% TO AIM FOR SUCCESS. THIS HAS RESULTED IN AN ACCRUED PAYABLE TO MARILYN MORRIS OF 96,798 AT 12/31/16.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE BOARD OF DIRECTORS RECEIVES A COMPLETE COPY OF THE FORM 990 PRIOR TO FILING. ANY COMMENTS OR SUGGESTIONS THEY HAVE ARE INCORPORATED IN THE RETURN AS APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST EACH YEAR AND ABSTAIN FROM VOTING IN SUCH INSTANCES WHERE A CONFLICT MAY EXIST. EACH BOARD MEMBER MUST COMPLETE A QUESTIONNAIRE ANNUALLY TO ASSIST IN IDENTIFYING POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARIES OF POSITIONS AT THE CEO/EXECUTIVE DIRECTOR, TOP MANAGEMENT, OR OFFICERS, ARE APPROVED BY THE INDEPENDENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARIES OF POSITIONS AT THE CEO/EXECUTIVE DIRECTOR, TOP MANAGEMENT, OR OFFICERS, ARE APPROVED BY THE INDEPENDENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN ADMINISTRATIVE FEE MAY BE CHARGED FOR COMPILING DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0466775
IRS990/TotalAssetsEOYAmt0308805
IRS990/TotalAssetsGrp/BOYAmt0466775
IRS990/TotalAssetsGrp/EOYAmt0308805
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0120176
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04199
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0408635
IRS990/TotalFunctionalExpensesGrp/TotalAmt0492619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt098656
IRS990/TotalLiabilitiesEOYAmt040099
IRS990/TotalLiabilitiesGrp/BOYAmt098656
IRS990/TotalLiabilitiesGrp/EOYAmt040099
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0368119
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0268706
IRS990/TotalProgramServiceExpensesAmt0408635
IRS990/TotalProgramServiceRevenueAmt0277154
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0279564
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0399740
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0466775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0308805
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0368119
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0268706
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017817 DAVENPORT RD SUITE 245
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075252
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.AIMFORSUCCESS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI KUYKENDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09724222322
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AIM FOR SUCCESS INC
ReturnHeader/Filer/BusinessNameControlTxt0AIMF
ReturnHeader/Filer/EIN0752499386
ReturnHeader/Filer/PhoneNum09724222322
ReturnHeader/Filer/USAddress/AddressLine1Txt017817 DAVENPORT RD SUITE 245
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075252

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