Civic Intelligence

Feonix - Mobility Rising

990 • Fiscal year 2019 • EIN 82-4842980

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 08, 2020

4701 Innovation Drive Ste 304Lincoln, NE 68521

(402) 904-0372

Siviq Scores

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

Liabilities / Assets

66th percentile

0.21x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$107,067

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

100th percentile

1551%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

473%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$518,791

Up $487,372 (+1551%) from 2018

Net Assets

Up

$410,148

Up $523,028 (+463%) from 2018

Liabilities

Down

$108,643

Down $35,656 (-25%) from 2018

Revenue

Up

$1,666,602

Up $1,375,717 (+473%) from 2018

Expenses

Up

$1,151,306

Up $747,541 (+185%) from 2018

Net Income

Up

$515,296

Up $628,176 (+556%) from 2018

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

2019

Assets$518,791
Liabilities$108,643
Net Assets$410,148

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

2019

Revenue$1,666,602
Expenses$1,151,306
Net Income$515,296
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 8, 2020
Return Version
2019v5.0
Gross Receipts
$1,666,602
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
Accounts Receivable$13,014$476,389▲ $463,375
Cash and Non-Interest-Bearing Accounts$18,405$42,402▲ $23,997
Loans From Officers Directors$11,734--
Total Assets$31,419$518,791▲ $487,372
Liabilities
Accounts Payable and Accrued Expenses$132,565$108,643▼ $23,922
Total Liabilities$144,299$108,643▼ $35,656
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-112,880$410,148▲ $523,028
Total Net Assets Fund Balance$-112,880$410,148▲ $523,028
Total Liabilities and Net Assets / Fund Balance$31,419$518,791▲ $487,372
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Valerie LeflerExecutive DiFT$107,067$107,067

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
$1,666,602
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,211,178
Change in Net Assets
$515,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$667,283
Other Expenses$484,023
Total Fundraising Expense$11,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$470,634$2,467$8,923$482,024
Information Technology$171,638--$171,638
Current Officers, Directors, Trustees, and Key Employees$107,067--$107,067
Occupancy-$80,609-$80,609
Payroll Taxes$76,680$328$1,184$78,192
Office Expenses$37,774$17,091-$54,865
Travel$43,022--$43,022
Fees for Services Accounting-$20,936-$20,936
Advertising$17,657--$17,657
Other Expenses$17,263--$17,263
Insurance-$14,991-$14,991
Fees for Services Other--$1,425$1,425
Total Functional Expenses$1,003,352$136,422$11,532$1,151,306
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 35% controlled entity
No
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 202 n rosborough ave ventnor, nj 08406 pete costello po box 211 goldenrod, fl 32733 jill hough ndsu dept 2880 po box 6050 fargo, nd 58108 shawn leight 12400 olive boulevard ste 430 st. Louis, mo 63141 teresa wilke 3726 old hopper rd cape girardeau, ma 63701 melissa tooley 3135 tamu college station, tx 77843

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 STE 304, LINCOLN, NE 68521

Signing Officer

Name
Valerie Lefler
Title
Executive Director
Phone
4029040372
Signed
2020-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Lefler
Formed
2018
Legal Domicile
Ne
Voting Board Members
7
Independent Board Members
7
Employees
29
Volunteers
63

Preparer

Firm
Bland & Associates Pc
Address
450 REGENCY PKWY STE 340, OMAHA, NE 68114
Preparer
Nicole Snow
Phone
4023978822
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

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

Form 990, Part XI, Line 9

LEFLER LOAN 7,732

Raw XML Appendix329 raw XML fields

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/ExplanationTxt0PROVIDE MOBILITY MANAGEMENT SUPPORT, TRANSPORTATION PROVIDER COORDINATION, VOLUNTEER DRIVER PROGRAM SUPPORT, OUTREACH AND TECHNOLOGY EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FLORA CASTILLO 202 N ROSBOROUGH AVE VENTNOR, NJ 08406 PETE COSTELLO PO BOX 211 GOLDENROD, FL 32733 JILL HOUGH NDSU DEPT 2880 PO BOX 6050 FARGO, ND 58108 SHAWN LEIGHT 12400 OLIVE BOULEVARD STE 430 ST. LOUIS, MO 63141 TERESA WILKE 3726 OLD HOPPER RD CAPE GIRARDEAU, MA 63701 MELISSA TOOLEY 3135 TAMU COLLEGE STATION, TX 77843
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEFLER LOAN 7,732
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031419
IRS990/TotalAssetsEOYAmt0518791
IRS990/TotalAssetsGrp/BOYAmt031419
IRS990/TotalAssetsGrp/EOYAmt0518791
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01666602
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011532
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0136422
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01003352
IRS990/TotalFunctionalExpensesGrp/TotalAmt01151306
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0144299
IRS990/TotalLiabilitiesEOYAmt0108643
IRS990/TotalLiabilitiesGrp/BOYAmt0144299
IRS990/TotalLiabilitiesGrp/EOYAmt0108643
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-112880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0410148
IRS990/TotalProgramServiceExpensesAmt01003352
IRS990/TotalReportableCompFromOrgAmt0107067
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01666602
IRS990/TotalVolunteersCnt063
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0518791
IRS990/TravelGrp/ProgramServicesAmt043022
IRS990/TravelGrp/TotalAmt043022
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04701 INNOVATION DR STE 304
IRS990/USAddress/CityNm0LINCOLN
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068521
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.FEONIXMOBILITYRISING.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE LEFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04029040372
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FEONIX - MOBILITY RISING
ReturnHeader/Filer/BusinessNameControlTxt0FEON
ReturnHeader/Filer/EIN0824842980
ReturnHeader/Filer/PhoneNum04029040372
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 INNOVATION DRIVE STE 304
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068521
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB1CF38BD7499AE37A8AFBE6A04FF9DAFFA54D41
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB1CF38BD7499AE37A8AFBE6A04FF9DAFFA54D41
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.37.249.14
ReturnHeader/FilingSecurityInformation/IPDt02020-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:39:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470698853
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAND & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 REGENCY PKWY STE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068114
ReturnHeader/PreparerPersonGrp/PhoneNum04023978822
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE SNOW
ReturnHeader/ReturnTs02020-08-05T14:39:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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