Civic Intelligence

Feonix - Mobility Rising

990 • Fiscal year 2018 • EIN 82-4842980

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

4701 Innovation Drive Suite 304Lincoln, NE 68521

(402) 904-0372

Siviq Scores

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

Liabilities / Assets

98th percentile

4.59x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.50x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Assets

$31,419

No earlier filing loaded for comparison.

Net Assets

-$112,880

No earlier filing loaded for comparison.

Liabilities

$144,299

No earlier filing loaded for comparison.

Revenue

$290,885

No earlier filing loaded for comparison.

Expenses

$403,765

No earlier filing loaded for comparison.

Net Income

-$112,880

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.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2018: $31,419Liabilities 2018: $144,299Net Assets 2018: -$112,8802018Assets 2019: $518,791Liabilities 2019: $108,643Net Assets 2019: $410,1482019Assets 2020: $304,204Liabilities 2020: $356,352Net Assets 2020: -$52,1482020Assets 2021: $354,955Liabilities 2021: $287,533Net Assets 2021: $67,4222021Assets 2022: $970,144Liabilities 2022: $445,925Net Assets 2022: $524,2192022Assets 2023: $1,377,681Liabilities 2023: $206,889Net Assets 2023: $1,170,7922023Assets 2024: $1,664,412Liabilities 2024: $353,708Net Assets 2024: $1,310,7042024

Highlighted filing

2018

Assets$31,419
Liabilities$144,299
Net Assets-$112,880

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $290,885Expenses 2018: $403,765Net Income 2018: -$112,8802018Revenue 2019: $1,666,602Expenses 2019: $1,151,306Net Income 2019: $515,2962019Revenue 2020: $1,422,835Expenses 2020: $1,578,781Net Income 2020: -$155,9462020Revenue 2021: $2,639,690Expenses 2021: $2,520,120Net Income 2021: $119,5702021Revenue 2022: $3,070,101Expenses 2022: $2,613,304Net Income 2022: $456,7972022Revenue 2023: $5,044,803Expenses 2023: $4,114,557Net Income 2023: $930,2462023Revenue 2024: $6,106,601Expenses 2024: $5,966,689Net Income 2024: $139,9122024

Highlighted filing

2018

Revenue$290,885
Expenses$403,765
Net Income-$112,880
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$290,885
Mission and Program Overview

Mission

To enhance mobility for vulnerable and under-served individuals and communities to improve population health and quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$18,405-
Accounts Receivable-$13,014-
Loans From Officers Directors-$11,734-
Total Assets$0$31,419▲ $31,419
Liabilities
Accounts Payable and Accrued Expenses-$132,565-
Total Liabilities$0$144,299▲ $144,299
Net Assets / Fund Balance
Unrestricted Net Assets-$-112,880-
Total Net Assets Fund Balance$0$-112,880▼ $112,880
Total Liabilities and Net Assets / Fund Balance$0$31,419▲ $31,419
Compensation and Service Providers

Board Members and Trustees

NameTitle
Flora CastilloPresident
Melissa TooleyBoard Member
Shawn LeightBoard Member
Teresa WilkeBoard Member
Jill HoughSecretary
Pete CostelloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$265,785
Program Service Revenue
$25,100
Investment Income
$0
Other Revenue
$0
All Other Contributions
$265,785
Change in Net Assets
$-112,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,941
Salaries, Compensation, and Employee Benefits$162,824
Total Fundraising Expense$12,907
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$117,522$21,602$11,838$150,962
Information Technology-$56,576-$56,576
Travel-$44,553-$44,553
Fees for Services Management-$17,000-$17,000
All Other Expenses$7,500$8,525$139$16,164
Advertising-$15,112-$15,112
Office Expenses-$14,765-$14,765
Payroll Taxes$9,235$1,697$930$11,862
Insurance-$6,721-$6,721
Occupancy-$4,805-$4,805
Other Expenses$38,400$3,503-$3,503
Fees for Services Legal-$1,250-$1,250
Fees for Services Other-$119-$119
Total Functional Expenses$172,657$218,201$12,907$403,765
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
Loans from Officers, Directors, Trustees, and Key Employees-$11,734-
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
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 9

Flora castillo po box 2532 ventnor, nj 08406 pete costello po box 211 goldenrod, fl 32733 shawn leight 12400 olive boulevard suite 430 st louis, mo 63141 jill hough ndsu dept 2880 po box 6050 fargo, nd 58108 teresa wilke 3726 old hopper rd cape girardeau, ma 63701 melissa tooley 3135 tamu college station, tx 77843 kate schramm 517 pine street yankton, sd 57078

Form 990, Page 6, Part VI, Line 11B

The board of directors received a copy of form 990. The board of directors approved the filing of the return.

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

The executive director's salary is set by the board of directors each year. The board of directors reviews peer salary inforamtion, data and reports. Additionally, the board conducted a salary scan. The salary is voted on by the board and the amount is provided to the executive director and payroll manager via email.

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

Board members provide disclosure of any conflicts of interest at each meeting. Any statements are reviewed by the board president and the executive director. Any actual conflicts are shared with the full board orally and in writing. If there are any questions about whether a conflict exists, the full board votes. If a conflict exists, the involved board member does not participate in the discussion. All proceedings related to conflicts are interest are documented in the meeting minutes or as otherwise appropriate.

Form 990, Page 6, Part VI, Line 19

Feonix-mobiltiy rising makes it's governing documents, financial statements, tax returns and conflict of interest policy available to the public on request. Request may be made by phone, email, mail or in person. Request must be addressed to the organization's office.

Filing and Contact Details

Filer

Filer Name
Feonix-mobility Rising
EIN
82-4842980
Phone
4029040372
Address
4701 INNOVATION DRIVE SUITE 304, LINCOLN, NE 68521

Signing Officer

Name
Valerie Lefler
Title
Executive Director
Phone
4029040372
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Lefler
Formed
2018
Legal Domicile
Ne
Voting Board Members
6
Independent Board Members
6
Employees
21
Volunteers
15

Preparer

Firm
Bryant & Associates Pc
Address
5533 S 27TH ST STE 104, LINCOLN, NE 68512-1664
Preparer
Kim M Bryant
Phone
4024230404
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers provide mobility management support, transportation provider coordination, volunteer driver program support, outreach and technology education.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE MOBILITY MANAGEMENT SUPPORT, TRANSPORTATION PROVIDER COORDINATION, VOLUNTEER DRIVER PROGRAM SUPPORT, OUTREACH AND TECHNOLOGY EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FLORA CASTILLO PO BOX 2532 VENTNOR, NJ 08406 PETE COSTELLO PO BOX 211 GOLDENROD, FL 32733 SHAWN LEIGHT 12400 OLIVE BOULEVARD SUITE 430 ST LOUIS, MO 63141 JILL HOUGH NDSU DEPT 2880 PO BOX 6050 FARGO, ND 58108 TERESA WILKE 3726 OLD HOPPER RD CAPE GIRARDEAU, MA 63701 MELISSA TOOLEY 3135 TAMU COLLEGE STATION, TX 77843 KATE SCHRAMM 517 PINE STREET YANKTON, SD 57078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS RECEIVED A COPY OF FORM 990. THE BOARD OF DIRECTORS APPROVED THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S SALARY IS SET BY THE BOARD OF DIRECTORS EACH YEAR. THE BOARD OF DIRECTORS REVIEWS PEER SALARY INFORAMTION, DATA AND REPORTS. ADDITIONALLY, THE BOARD CONDUCTED A SALARY SCAN. THE SALARY IS VOTED ON BY THE BOARD AND THE AMOUNT IS PROVIDED TO THE EXECUTIVE DIRECTOR AND PAYROLL MANAGER VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS PROVIDE DISCLOSURE OF ANY CONFLICTS OF INTEREST AT EACH MEETING. ANY STATEMENTS ARE REVIEWED BY THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR. ANY ACTUAL CONFLICTS ARE SHARED WITH THE FULL BOARD ORALLY AND IN WRITING. IF THERE ARE ANY QUESTIONS ABOUT WHETHER A CONFLICT EXISTS, THE FULL BOARD VOTES. IF A CONFLICT EXISTS, THE INVOLVED BOARD MEMBER DOES NOT PARTICIPATE IN THE DISCUSSION. ALL PROCEEDINGS RELATED TO CONFLICTS ARE INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FEONIX-MOBILTIY RISING MAKES IT'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, TAX RETURNS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC ON REQUEST. REQUEST MAY BE MADE BY PHONE, EMAIL, MAIL OR IN PERSON. REQUEST MUST BE ADDRESSED TO THE ORGANIZATION'S OFFICE.
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0144299
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0144299
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-112880
IRS990/TotalProgramServiceExpensesAmt0172657
IRS990/TotalProgramServiceRevenueAmt025100
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290885
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031419
IRS990/TravelGrp/ManagementAndGeneralAmt044553
IRS990/TravelGrp/TotalAmt044553
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-112880
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04701 INNOVATION DR SUITE 300
IRS990/USAddress/CityNm0LINCOLN
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068521
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.FEONIXMOBILITYRISING.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE LEFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04029040372
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FEONIX-MOBILITY RISING
ReturnHeader/Filer/BusinessNameControlTxt0FEON
ReturnHeader/Filer/EIN0824842980
ReturnHeader/Filer/PhoneNum04029040372
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 INNOVATION DRIVE SUITE 304
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068521
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D0C035279B427AF2F3B6BDD7D9AEAAA1E55AE831
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0C035279B427AF2F3B6BDD7D9AEAAA1E55AE831
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.210.6.107
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:44:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470845349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYANT & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05533 S 27TH ST STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0685121664
ReturnHeader/PreparerPersonGrp/PhoneNum04024230404
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM M BRYANT
ReturnHeader/ReturnTs02019-11-15T19:44:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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