Civic Intelligence

Feonix - Mobility Rising

990 • Fiscal year 2021 • EIN 82-4842980

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

4701 Innovation Drive Ste 304Lincoln, NE 68521

(833) 653-6544

Siviq Scores

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

Liabilities / Assets

91st percentile

0.81x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.11x

Higher debt load relative to revenue than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

35th percentile

4.5%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$118,480

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

86%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$354,955

Up $50,751 (+17%) from 2020

Net Assets

Up

$67,422

Up $119,570 (+229%) from 2020

Liabilities

Down

$287,533

Down $68,819 (-19%) from 2020

Revenue

Up

$2,639,690

Up $1,216,855 (+86%) from 2020

Expenses

Up

$2,520,120

Up $941,339 (+60%) from 2020

Net Income

Up

$119,570

Up $275,516 (+177%) from 2020

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

2021

Assets$354,955
Liabilities$287,533
Net Assets$67,422

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

2021

Revenue$2,639,690
Expenses$2,520,120
Net Income$119,570
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$2,643,660
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$6,161$221,849▲ $215,688
Land, Buildings, and Equipment, Net$76,014$107,909▲ $31,895
Cash and Non-Interest-Bearing Accounts$222,029$25,197▼ $196,832
Total Assets$304,204$354,955▲ $50,751
Liabilities
Deferred Revenue$278,000$152,450▼ $125,550
Accounts Payable and Accrued Expenses$78,352$135,083▲ $56,731
Total Liabilities$356,352$287,533▼ $68,819
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-52,148$67,422▲ $119,570
Total Net Assets Fund Balance$-52,148$67,422▲ $119,570
Total Liabilities and Net Assets / Fund Balance$304,204$354,955▲ $50,751

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$101,752$30,168$131,920
Equipment$6,157$4,896$11,053
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Valerie LeflerExecutive DirectorFT$118,480$118,480

Board Members and Trustees

NameTitle
John R PeracchioPresident
Charnelle HicksVice President
Colleen CaseyBoard Member
Dr Ipek SenerBoard Member
Flora CastilloBoard Member
Kere GreeneBoard Member
Peter AppelBoard Member
Crissy DitmoreSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$105,833
Program Service Revenue
$2,523,380
Investment Income
$0
Other Revenue
$10,477
All Other Contributions
$105,833
Change in Net Assets
$119,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,446,589
Other Expenses$1,073,531
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,155,999$60,842-$1,216,841
Occupancy$130,796$6,885-$137,681
Current Officers, Directors, Trustees, and Key Employees$112,556$5,924-$118,480
Payroll Taxes$105,705$5,563-$111,268
Office Expenses-$66,490-$66,490
Travel-$65,758-$65,758
Insurance-$48,815-$48,815
Other Expenses$68,983$34,209-$34,209
Fees for Services Accounting-$31,867-$31,867
Information Technology-$25,993-$25,993
Depreciation Depletion$22,442$1,181-$23,623
All Other Expenses$14,581--$14,581
Fees for Services Legal-$10,253-$10,253
Fees for Services Other-$169-$169
Total Functional Expenses$2,156,171$363,949$0$2,520,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,447
Fundraising Direct Expenses$3,970
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 15

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. Board members provide disclosure of any conflicts of interest. 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 conflicts, the board member recuses themselves from discussion and voting on that action item.

Form 990, Part VI, Section C, Line 19

Feonix-mobility 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
8336536544
Address
4701 INNOVATION DRIVE STE 304, LINCOLN, NE 68521

Signing Officer

Name
Valerie Lefler
Title
Executive Director
Phone
4029040372
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Lefler
Formed
2018
Legal Domicile
Ne
Voting Board Members
9
Independent Board Members
9
Employees
52
Volunteers
32

Preparer

Firm
Bland & Associates
Address
450 REGENCY PARKWAY, OMAHA, NE 68114
Preparer
Nicole Snow
Phone
4023978822
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization has received exemption from income taxes under section 501(c)(3) of the internal revenue code and is not classified as a private foundation. As such, no provision for income taxes is reflected in the financial statements. The organization files form 990, return of organization exempt from income tax, in the u.s. Federal and state jurisdictions. As of december 31, 2021, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. 2018, 2019, 2020 and 2021 tax years remain subject to examination by major tax jurisdictions. The organization has concluded that there are no significant uncertain tax positions requiring disclosure, and there are no material amounts of unrecognized tax benefits.

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IRS990/Desc0IN 2021, FEONIX SUPPORTED 9 PROJECTS ACROSS THE STATES OF TEXAS, WISCONSIN, MICHIGAN, SOUTH CAROLINA, NEVADA, MISSISSIPPI, AND MINNESOTA. WE LAUNCHED ADVANCED TECHNOLOGY, PROVIDED VOLUNTEER RIDES, NON-EMERGENCY MEDICAL TRANSPORTATION, AND FOOD BOX DELIVERY. WE PROVIDED A TOTAL OF 18,063 TRIPS AND SERVED 1706 INDIVIDUAL CLIENTS DURING 2021.
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0862990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04824500
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt05999730
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02643660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01423683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01666602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0265785
IRS990ScheduleA/Total509Grp/TotalAmt05999730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02643660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01423683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01666602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0265785
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05999730
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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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06157
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04896
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011053
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0101752
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030168
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0131920
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS RECEIVED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IN THE U.S. FEDERAL AND STATE JURISDICTIONS. AS OF DECEMBER 31, 2021, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 2018, 2019, 2020 AND 2021 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0107909
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECEIVED A COPY OF FORM 990. THE BOARD OF DIRECTORS APPROVED THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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. BOARD MEMBERS PROVIDE DISCLOSURE OF ANY CONFLICTS OF INTEREST. 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 CONFLICTS, THE BOARD MEMBER RECUSES THEMSELVES FROM DISCUSSION AND VOTING ON THAT ACTION ITEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEONIX-MOBILITY 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0304204
IRS990/TotalAssetsGrp/EOYAmt0354955
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02156171
IRS990/TotalFunctionalExpensesGrp/TotalAmt02520120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0356352
IRS990/TotalLiabilitiesEOYAmt0287533
IRS990/TotalLiabilitiesGrp/BOYAmt0356352
IRS990/TotalLiabilitiesGrp/EOYAmt0287533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-52148
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt067422
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02156171
IRS990/TotalProgramServiceRevenueAmt02523380
IRS990/TotalReportableCompFromOrgAmt0118480
IRS990/TotalRevenueGrp/ExclusionAmt010477
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02523380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02639690
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt032
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0304204
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0354955
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt065758
IRS990/TravelGrp/TotalAmt065758
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04701 INNOVATION DR STE 304
IRS990/USAddress/CityNm0LINCOLN
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068521
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.FEONIXMOBILITYRISING.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE LEFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04029040372
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FEONIX - MOBILITY RISING
ReturnHeader/Filer/BusinessNameControlTxt0FEON
ReturnHeader/Filer/EIN0824842980
ReturnHeader/Filer/PhoneNum08336536544
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 INNOVATION DRIVE STE 304
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068521
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470698853
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAND & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 REGENCY PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068114
ReturnHeader/PreparerPersonGrp/PhoneNum04023978822
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE SNOW
ReturnHeader/ReturnTs02022-11-15T13:05:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEFLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31

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