Civic Intelligence

Life Exchange Center

990 • Fiscal year 2013 • EIN 80-0731251

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 29, 2014

13407 Kinsman RoadSuite44120

(216) 752-1269

Siviq Scores

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

Liabilities / Assets

94th percentile

1.05x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

39th percentile

-0.8%

Higher net margin than 39% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$22,150

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

96th percentile

245%

Faster asset growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$27,246

Up $19,345 (+245%) from 2012

Net Assets

Down

-$1,268

Down $1,528 (-588%) from 2012

Liabilities

Up

$28,514

Up $20,873 (+273%) from 2012

Revenue

$202,663

No earlier filing loaded for comparison.

Expenses

Down

$204,191

Down $38,068 (-16%) from 2012

Net Income

-$1,528

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $7,901Liabilities 2012: $7,641Net Assets 2012: $2602012Assets 2013: $27,246Liabilities 2013: $28,514Net Assets 2013: -$1,2682013Assets 2014: $49,208Liabilities 2014: $46,877Net Assets 2014: $2,3312014Assets 2015: $48,926Liabilities 2015: $26,392Net Assets 2015: $22,5342015Assets 2016: $141,625Liabilities 2016: $42,642Net Assets 2016: $98,9832016Assets 2017: $171,543Liabilities 2017: $68,478Net Assets 2017: $103,0652017Assets 2018: $193,834Liabilities 2018: $39,535Net Assets 2018: $154,2992018Assets 2019: $938,011Liabilities 2019: $373,379Net Assets 2019: $564,6322019Assets 2020: $1,049,203Liabilities 2020: $360,071Net Assets 2020: $689,1322020Assets 2021: $1,149,913Liabilities 2021: $391,780Net Assets 2021: $758,1332021Assets 2022: $1,183,857Liabilities 2022: $427,886Net Assets 2022: $755,9712022Assets 2023: $1,133,577Liabilities 2023: $417,516Net Assets 2023: $716,0612023Assets 2024: $1,010,770Liabilities 2024: $369,224Net Assets 2024: $641,5462024

Highlighted filing

2013

Assets$27,246
Liabilities$28,514
Net Assets-$1,268

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $242,2592012Revenue 2013: $202,663Expenses 2013: $204,191Net Income 2013: -$1,5282013Revenue 2014: $256,101Expenses 2014: $252,502Net Income 2014: $3,5992014Revenue 2015: $398,825Expenses 2015: $378,622Net Income 2015: $20,2032015Revenue 2016: $598,918Expenses 2016: $522,469Net Income 2016: $76,4492016Revenue 2017: $567,194Expenses 2017: $563,112Net Income 2017: $4,0822017Revenue 2018: $576,822Expenses 2018: $555,588Net Income 2018: $21,2342018Revenue 2019: $1,034,163Expenses 2019: $623,830Net Income 2019: $410,3332019Revenue 2020: $675,417Expenses 2020: $548,276Net Income 2020: $127,1412020Revenue 2021: $796,148Expenses 2021: $740,958Net Income 2021: $55,1902021Revenue 2022: $682,699Expenses 2022: $684,861Net Income 2022: -$2,1622022Revenue 2023: $722,270Expenses 2023: $762,180Net Income 2023: -$39,9102023Revenue 2024: $728,428Expenses 2024: $802,943Net Income 2024: -$74,5152024

Highlighted filing

2013

Revenue$202,663
Expenses$204,191
Net Income-$1,528
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 29, 2014
Return Version
2013v3.1
Gross Receipts
$202,663
Mission and Program Overview

Mission

Assist consumers with development of self-confidence to empower them to achieve their goals and improve the quality of their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$7,505$26,289▲ $18,784
Cash and Non-Interest-Bearing Accounts$396$957▲ $561
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,901$27,246▲ $19,345
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,641$28,514▲ $20,873
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,641$28,514▲ $20,873
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$260$-1,268▼ $1,528
Total Net Assets Fund Balance$260$-1,268▼ $1,528
Total Liabilities and Net Assets / Fund Balance$7,901$27,246▲ $19,345
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce HolmesPrevious Executive DirectorFT$17,489$4,661$22,150
Orlando GrantExecutive DirectorFT$7,500$850$8,350

Board Members and Trustees

NameTitle
James PoolePresident
Omar BrownVice-president
Catherine WrightBoard Member
Cheryl Ann WilliamsBoard Member
Darlene Darby-baldwinBoard Member
Deborah BakerBoard Member
Elbert W Clark JrBoard Member
Gertrude McbeathBoard Member
Johnny RandallBoard Member
Quita L ThompsonBoard Member
Terry Edwards-lesterBoard Member
Yeletta CoulterBoard Member
Alforniece ChamblissEmeritus Board Member
Susan GoodwynSecretary
Pamela HopkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,663
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,957
Change in Net Assets
$-1,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,903
Other Expenses$66,288
Total Fundraising Expense$832
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,148--$90,148
Current Officers, Directors, Trustees, and Key Employees$25,477$4,752$271$30,500
Payroll Taxes$12,271$486$28$12,785
Insurance$6,266--$6,266
Occupancy$6,099--$6,099
Fees for Services Management-$6,000-$6,000
Other Employee Benefits$4,470--$4,470
Office Expenses$4,363--$4,363
Information Technology$3,367--$3,367
Other Expenses$2,924-$533$2,924
Fees for Services Accounting-$1,000-$1,000
Fees for Services Legal-$375-$375
Travel$46--$46
Fees for Services Other$45--$45
Total Functional Expenses$190,746$12,613$832$204,191
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

Our board president and accountant will review the 990 prior to the board meeting. The 990 will then be presented to the full board for approval prior to filing.

Filing and Contact Details

Filer

EIN
80-0731251
In Care Of
% JOHN CHAN
Phone
2167521269

Signing Officer

Name
James Poole
Title
President
Phone
2167521269
Signed
2014-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Poole
Formed
2011
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
10
Volunteers
22

Preparer

Preparer
Allen C Waddle Jr
Phone
2167521269
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE CONSUMER OPERATED SERVICES IN A DROP-IN CENTER, RUN WITH LIMITED EXCEPTIONS, BY ADULTS WITH MENTAL ILLNESS WHO ARE ACTIVELY ENGAGED IN THEIR OWN RECOVERY PROCESS, TO ADULTS WITH MENTAL ILLNESS THAT INCLUDE ADVOCACY, EDUCATIONAL AND RECREATIONAL ACTIVITIES, PEER SUPPORT, SOCIAL INTERACTION AND GROUP EXPERIENCES, IN AN ACCEPTING FAMILY LIKE ENVIRONMENT. TO PROVIDE SERVICES WHICH ARE NOT ONLY DELIVERED BY CONSUMERS, BUT ALSO ARE PLANNED, DEVELOPED AND EVALUATED BY CONSUMERS. TO PROVIDE CONSUMERS WITH OPPORTUNITIES TO DEVELOP SELF EMPOWERMENT AND TO MAKE INFORMED CHOICES. MEMBERS ARE ENCOURAGED TO BECOME INVOLVED IN THE DAILY OPERATIONS OF THE ORGANIZATION, BY BEING ROLE MODELS AND GIVING AND RECEIVING SUPPORT FROM EACH OTHER. TO DELIVER HOLISTIC SERVICES WHICH ARE PERSON-CENTERED, STRENGTH BASED, FLEXIBLE AND RESPONSIVE TO THE UNIQUE NEEDS OF EACH MEMBER ON THEIR INDIVIDUAL RECOVERY JOURNEY, WITHIN THE CONTEXT OF THE LARGER COMMUNITY. TO PROVIDE ACCESS TO OTHER SUPPORTS, WITH R
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0260
IRS990/NetAssetsOrFundBalancesEOYAmt0-1268
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt06099
IRS990/OccupancyGrp/TotalAmt06099
IRS990/OfficeExpensesGrp/ProgramServicesAmt04363
IRS990/OfficeExpensesGrp/TotalAmt04363
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04470
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04470
IRS990/OtherExpensesGrp/Desc0CLIENT FOOD AND OUTINGS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2COMPUTER LEASING
IRS990/OtherExpensesGrp/Desc3DUES, FEES AND LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt0533
IRS990/OtherExpensesGrp/ProgramServicesAmt027054
IRS990/OtherExpensesGrp/ProgramServicesAmt14294
IRS990/OtherExpensesGrp/ProgramServicesAmt23922
IRS990/OtherExpensesGrp/ProgramServicesAmt32924
IRS990/OtherExpensesGrp/TotalAmt027054
IRS990/OtherExpensesGrp/TotalAmt14827
IRS990/OtherExpensesGrp/TotalAmt23922
IRS990/OtherExpensesGrp/TotalAmt32924
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt090148
IRS990/OtherSalariesAndWagesGrp/TotalAmt090148
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt028
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0486
IRS990/PayrollTaxesGrp/ProgramServicesAmt012271
IRS990/PayrollTaxesGrp/TotalAmt012785
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES POOLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0242519
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt070915
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0260
IRS990/PYSalariesCompEmpBnftPaidAmt0171344
IRS990/PYTotalExpensesAmt0242259
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242519
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1528
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0202663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0242519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0445182
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0445182
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0202663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0242519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0445182
IRS990ScheduleA/TotalSupportAmt0445182
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR BOARD PRESIDENT AND ACCOUNTANT WILL REVIEW THE 990 PRIOR TO THE BOARD MEETING. THE 990 WILL THEN BE PRESENTED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B

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