Civic Intelligence

Capital Matrix Inc

990 • Fiscal year 2019 • EIN 82-0383661

Oct 01, 2018 to Sep 30, 2019 • Filed on Apr 16, 2020

Organization ProfileWWW.CAPITALMATRIX.ORG

View Organization Page

1161 West River Street Suite 220Boise, ID 83702

(208) 383-3473

Siviq Scores

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

Liabilities / Assets

61st percentile

0.13x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.18x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

54th percentile

9.1%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$169,299

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

10%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,662,277

Up $126,952 (+8.3%) from 2018

Net Assets

Up

$1,450,267

Up $105,184 (+7.8%) from 2018

Liabilities

Up

$212,010

Up $21,768 (+11%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin54th percentile

Revenue

Up

$1,155,543

Up $108,623 (+10%) from 2018

Expenses

Up

$1,050,359

Up $97,634 (+10%) from 2018

Net Income

Up

$105,184

Up $10,989 (+12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,396,162Liabilities 2010: $177,466Net Assets 2010: $1,218,6962010Assets 2011: $1,437,525Liabilities 2011: $106,982Net Assets 2011: $1,330,5432011Assets 2012: $1,506,060Liabilities 2012: $170,447Net Assets 2012: $1,335,6132012Assets 2013: $1,397,213Liabilities 2013: $125,747Net Assets 2013: $1,271,4662013Assets 2014: $1,420,613Liabilities 2014: $97,208Net Assets 2014: $1,323,4052014Assets 2015: $1,435,410Liabilities 2015: $129,625Net Assets 2015: $1,305,7852015Assets 2016: $1,433,680Liabilities 2016: $66,782Net Assets 2016: $1,366,8982016Assets 2017: $1,408,387Liabilities 2017: $157,499Net Assets 2017: $1,250,8882017Assets 2018: $1,535,325Liabilities 2018: $190,242Net Assets 2018: $1,345,0832018Assets 2019: $1,662,277Liabilities 2019: $212,010Net Assets 2019: $1,450,2672019Assets 2020: $1,939,078Liabilities 2020: $347,254Net Assets 2020: $1,591,8242020Assets 2021: $2,943,701Liabilities 2021: $1,271,404Net Assets 2021: $1,672,2972021Assets 2022: $3,302,883Liabilities 2022: $1,373,789Net Assets 2022: $1,929,0942022Assets 2023: $3,601,169Liabilities 2023: $1,383,162Net Assets 2023: $2,218,0072023Assets 2025: $4,012,874Liabilities 2025: $1,295,622Net Assets 2025: $2,717,2522025

Highlighted filing

2019

Assets$1,662,277
Liabilities$212,010
Net Assets$1,450,267
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $800,6622010Expenses 2011: $769,7462011Expenses 2012: $856,8112012Expenses 2013: $1,067,3592013Revenue 2014: $865,155Expenses 2014: $813,216Net Income 2014: $51,9392014Revenue 2015: $905,796Expenses 2015: $923,416Net Income 2015: -$17,6202015Revenue 2016: $851,525Expenses 2016: $790,412Net Income 2016: $61,1132016Revenue 2017: $894,787Expenses 2017: $1,010,797Net Income 2017: -$116,0102017Revenue 2018: $1,046,920Expenses 2018: $952,725Net Income 2018: $94,1952018Revenue 2019: $1,155,543Expenses 2019: $1,050,359Net Income 2019: $105,1842019Revenue 2020: $1,226,181Expenses 2020: $1,084,624Net Income 2020: $141,5572020Revenue 2021: $1,374,395Expenses 2021: $1,293,922Net Income 2021: $80,4732021Revenue 2022: $1,706,997Expenses 2022: $1,450,200Net Income 2022: $256,7972022Revenue 2023: $1,835,404Expenses 2023: $1,546,491Net Income 2023: $288,9132023Revenue 2025: $2,452,265Expenses 2025: $2,149,549Net Income 2025: $302,7162025

Highlighted filing

2019

Revenue$1,155,543
Expenses$1,050,359
Net Income$105,184
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Apr 16, 2020
Return Version
2018v3.1
Gross Receipts
$1,155,543
Mission and Program Overview

Mission

To further economic development by promoting and assisting the growth and development of business in idaho, montana, washington, utah, and the eastern counties of oregon.

To further economic development by promoting and assisting the growth and development of business in Idaho, Eastern Oregon, Montana, and Eastern Washington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,008,664$1,033,400▲ $24,736
Cash and Non-Interest-Bearing Accounts$432,289$496,304▲ $64,015
Land, Buildings, and Equipment, Net$28,540$40,086▲ $11,546
Prepaid Expenses and Deferred Charges$10,099$12,990▲ $2,891
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,535,325$1,662,277▲ $126,952
Other Assets Total$55,733$79,497▲ $23,764
Liabilities
Other Liabilities$114,675$114,469▼ $206
Accounts Payable and Accrued Expenses$75,567$97,541▲ $21,974
Total Liabilities$190,242$212,010▲ $21,768
Net Assets / Fund Balance
Unrestricted Net Assets$1,345,083$1,450,267▲ $105,184
Total Net Assets Fund Balance$1,345,083$1,450,267▲ $105,184
Total Liabilities and Net Assets / Fund Balance$1,535,325$1,662,277▲ $126,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,765$67,946$90,711
Other Land Buildings$13,663$44,473$58,136
Leasehold Improvements$3,658$11,118$14,776
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann MunroePresidentFT$120,601$48,698$169,299
Paulette HudsonSecretaryFT$104,128$5,623$109,751

Board Members and Trustees

NameTitle
Cory PhelpsChairman
Alex WestfallDirector
Beth IneckDirector
Bill DempseyDirector
Brian BaughmanDirector
Charity NelsonDirector
Cheryl GuiddyDirector
Clint ShifletDirector
John StevensDirector
Justin ArchuletaDirector
Kevin SmithDirector
Kristin BjorkmanDirector
Larry IlkDirector
Mark MunroeDirector
Shannon StoegerDirector
Karyn McKinneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,126,640
Investment Income
$18,517
Other Revenue
$10,386
Change in Net Assets
$105,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,155,543
Total Revenue per Audited Statements
$1,155,543
Total Revenue per Form 990
$1,155,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$716,704
Other Expenses$233,655
Grants and Similar Amounts Paid$100,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$283,088$18,069-$301,157
Other Salaries and Wages$278,399$17,770-$296,169
Grants to Domestic Orgs$100,000--$100,000
Occupancy$47,299$4,113-$51,412
Payroll Taxes$43,852$3,813-$47,665
Other Employee Benefits$42,759$3,718-$46,477
Advertising$27,134--$27,134
Pension Plan Contributions$23,217$2,019-$25,236
Information Technology$19,497$1,695-$21,192
Conferences and Meetings$19,246$553-$19,799
Fees for Services Accounting$17,291$1,504-$18,795
All Other Expenses$12,939$734-$13,673
Depreciation Depletion$11,919$1,036-$12,955
Travel$10,711--$10,711
Insurance$8,814$766-$9,580
Other Expenses$6,354$941-$6,354
Office Expenses$5,843$508-$6,351
Fees for Services Legal$1,415$123-$1,538
Total Functional Expenses$992,997$57,362$0$1,050,359

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,050,359
Total Expenses per Audited Statements$1,050,359
Total Expenses per Form 990$1,050,359
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Idaho Fund at MoFiBoise, ID-Loan fund for Idaho businesses$65,000
Idaho Womens Business CenterBoise, ID-Hispanic Chamber of Commerce$20,000
Create Common GoodBoise, ID-Job training$12,500
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
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
Loan Deposits$114,469
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“The Board of Directors does not delegate to a committee director any of its authority to manage the Corporation.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the Form 990 is provided to all Board members prior to its filing. Form 990 is also reviewed by the President before signing return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All employees, Board members, and Loan Committee members are required to read and sign a confidentliality statement acknowledgement that includes conflict of interest policy. They are required to disclose all conflicts of interest and abstain from voting on matters with which they have a conflict.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation is reviewed annually by the Board of Directors and its Compensation or Executive Committee, consisting of at least 4 directors. Market and industry salary levels and management performance are evaluated. Recommendations are made to the Board for total compensation increase as part of the budget process. The Committee also recommends dollar amount to be allocated to the President's salary for the following year. The Board either approves, amends, or declines the Committee's recommendations.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The President reviews and approves dollar amount to be allocated to the other employees.”

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

“The Organization makes documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Capital Matrix Inc
EIN
82-0383661
Phone
2083833473
Address
1161 WEST RIVER STREET SUITE 220, BOISE, ID 83702

Signing Officer

Name
Ann Munroe
Title
President
Signed
2020-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Munroe
Formed
1983
Legal Domicile
Id
Voting Board Members
16
Independent Board Members
16
Employees
11
Volunteers
18

Preparer

Firm
Pulliam & Associates Chartered
Address
7235 W Emerald Street Suite A, Boise, ID 83704
Preparer
Rachel Pulliam CPA
Phone
2083228525
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred. The Organization is no longer subject to federal and state income tax examinations by tax authorities for years before 2016.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Secretary
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InformationTechnologyGrp/ProgramServicesAmt019497
IRS990/InformationTechnologyGrp/TotalAmt021192
IRS990/InsuranceGrp/ManagementAndGeneralAmt0766
IRS990/InsuranceGrp/ProgramServicesAmt08814
IRS990/InsuranceGrp/TotalAmt09580
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018517
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt028540
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040086
IRS990/LandBldgEquipCostOrOtherBssAmt0163623
IRS990/LegalDomicileStateCd0ID
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04113
IRS990/OccupancyGrp/ProgramServicesAmt047299
IRS990/OccupancyGrp/TotalAmt051412
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0508
IRS990/OfficeExpensesGrp/ProgramServicesAmt05843
IRS990/OfficeExpensesGrp/TotalAmt06351
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt079497
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03718
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt042759
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046477
IRS990/OtherExpensesGrp/Desc0Loan Expense
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Training Expense
IRS990/OtherExpensesGrp/Desc3Montana Outreach
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IRS990/OtherExpensesGrp/ProgramServicesAmt015928
IRS990/OtherExpensesGrp/ProgramServicesAmt110824
IRS990/OtherExpensesGrp/ProgramServicesAmt26468
IRS990/OtherExpensesGrp/ProgramServicesAmt36354
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IRS990/OtherExpensesGrp/TotalAmt111765
IRS990/OtherExpensesGrp/TotalAmt26468
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IRS990/PYOtherExpensesAmt0234847
IRS990/PYOtherRevenueAmt05619
IRS990/PYProgramServiceRevenueAmt01029026
IRS990/PYRevenuesLessExpensesAmt094195
IRS990/PYSalariesCompEmpBnftPaidAmt0667878
IRS990/PYTotalExpensesAmt0952725
IRS990/PYTotalRevenueAmt01046920
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IRS990ScheduleD/EquipmentGrp/BookValueAmt022765
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067946

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,662,277
Liabilities
$212,010
Net assets
$1,450,267
Revenue
$1,155,543
Expenses
$1,050,359
Net income
$105,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$1.30$2.72$2.45$2.15$0.30
2023Summary only. Only limited summary data is available for this year.$3.60$1.38$2.22$1.84$1.55$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$1.37$1.93$1.71$1.45$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$1.27$1.67$1.37$1.29$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.35$1.59$1.23$1.08$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.21$1.45$1.16$1.05$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.19$1.35$1.05$0.95$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.16$1.25$0.89$1.01$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.07$1.37$0.85$0.79$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.13$1.31$0.91$0.92$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.10$1.32$0.87$0.81$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.13$1.27$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.17$1.34$0.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.11$1.33$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.18$1.22$0.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • $1M-$5M nonprofits