Civic Intelligence

Smart Automation Certification Alliance Inc.

990 • Fiscal year 2022 • EIN 83-1292558

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 25, 2023

3500 Pnc Tower 101 South Fifth StLouisville, KY 40202

(812) 288-8285

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$114,078

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 48.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-17%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

20%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$164,991

Flat from 2022

Net Assets

Flat

$159,834

Flat from 2022

Liabilities

Flat

$5,157

Flat from 2022

Revenue

Flat

$235,566

Flat from 2022

Expenses

Flat

$267,639

Flat from 2022

Net Income

Flat

-$32,073

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $163,182Liabilities 2018: $13,366Net Assets 2018: $149,8162018Assets 2019: $164,117Liabilities 2019: $4,589Net Assets 2019: $159,5282019Assets 2020: $248,451Liabilities 2020: $35,411Net Assets 2020: $213,0402020Assets 2021: $198,193Liabilities 2021: $6,286Net Assets 2021: $191,9072021Assets 2022: $164,991Liabilities 2022: $5,157Net Assets 2022: $159,8342022Assets 2022: $164,991Liabilities 2022: $5,157Net Assets 2022: $159,8342022Assets 2023: $321,402Liabilities 2023: $80,686Net Assets 2023: $240,7162023Assets 2024: $597,549Liabilities 2024: $53,634Net Assets 2024: $543,9152024

Highlighted filing

2022

Assets$164,991
Liabilities$5,157
Net Assets$159,834

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2018: $227,060Expenses 2018: $150,848Net Income 2018: $76,2122018Revenue 2019: $185,395Expenses 2019: $284,748Net Income 2019: -$99,3532019Revenue 2020: $228,001Expenses 2020: $208,670Net Income 2020: $19,3312020Revenue 2021: $196,458Expenses 2021: $217,591Net Income 2021: -$21,1332021Revenue 2022: $235,566Expenses 2022: $267,639Net Income 2022: -$32,0732022Revenue 2022: $235,566Expenses 2022: $267,639Net Income 2022: -$32,0732022Revenue 2023: $510,876Expenses 2023: $429,994Net Income 2023: $80,8822023Revenue 2024: $786,590Expenses 2024: $483,391Net Income 2024: $303,1992024

Highlighted filing

2022

Revenue$235,566
Expenses$267,639
Net Income-$32,073
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 25, 2023
Return Version
2022v5.0
Gross Receipts
$235,566
Mission and Program Overview

Mission

To develop and deploy modular industry 4.0 certifications for a wide range of industries. To provide highly affordable, accessible certifications that significantly increase the number of individuals who possess the skills represented by these credentials, thereby ensuring that companies have the highly skilled workers they need, and individuals are prepared to be successful in an industry 4.0 world.

To develop and deploy modular industry 4.0 certifications for a wide range of industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$191,907$159,834▼ $32,073
Accounts Receivable$40,882$86,642▲ $45,760
Cash and Non-Interest-Bearing Accounts$157,311$78,349▼ $78,962
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$198,193$164,991▼ $33,202
Liabilities
Other Liabilities$6,286$5,157▼ $1,129
Total Liabilities$6,286$5,157▼ $1,129
Net Assets / Fund Balance
Total Net Assets Fund Balance$191,907$159,834▼ $32,073
Total Liabilities and Net Assets / Fund Balance$198,193$164,991▼ $33,202
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James WallExecutive Director, SecretFT$114,078$114,078

Board Members and Trustees

NameTitle
Paul PerkinsChairman
Bryan AlbrechtDirector
Joe ReidDirector
Matthew KirchnerDirector
Michael CookDirector
Timothy BrownDirector
Mark HudsonDirector, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,133
Program Service Revenue
$216,201
Investment Income
$52
Other Revenue
$180
All Other Contributions
$19,133
Change in Net Assets
$-32,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,076
Other Expenses$86,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$114,078$55,276-$169,354
Travel$18,745--$18,745
Advertising$14,038--$14,038
Office Expenses$6,815$6,773-$13,588
Payroll Taxes$7,960$3,762-$11,722
Information Technology$4,000$1,750-$5,750
Fees for Services Accounting$5,605--$5,605
Insurance$4,718$226-$4,944
Interest-$269-$269
Fees for Services Legal-$78-$78
Other Expenses$10,528$18-$18
Total Functional Expenses$199,487$68,152$0$267,639
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$5,157
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
No
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 A, Line 2

Paul perkins, saca director and president of amatrol, maintains a business relationship with the following other directors as part of his role as president of amatrol: 1. Mark hudson - serves as cfo to amatrol 2. Matthew kirchner - owner of lab midwest, distributor of amatrol products 3. Timothy brown - owner of technical laboratory systems, distributor of amatrol products 4. Paul aiello - director of cert sales and operations at fanuc america corporation. Amatrol is a fanuc authorized system integrator.

Form 990, Part VI, Section A, Line 8B

There are no committees with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed and approved by the board of directors prior to filing.

Form 990, Part VI, Section B, Line 12C

The directors are required to attest annually to awareness of and compliance with the policy.

Form 990, Part VI, Section B, Line 15A

Directors must review and approve offers made to executive directors of the organization.

Form 990, Part VI, Section C, Line 19

Documents made available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

James wall - 624 nw 26th street, wilton manors, fl 33311. Paul perkins - 2400 centennial blvd, jeffersonville, in 47130. Mark hudson - 305 hidden oak way, louisville, ky 40222. Matthew kirchner - 10235 north port washington road, mequon, wi 53092. Timothy brown - po box 218609, houston, tx 77218. Joe reid - 3904 calgary way, louisville, ky 40241. Michael cook - 1201 s 2nd st, milwaukee, wi 53204. Bryan albrecht - 3520 30th ave, kenosha, wi 53144.

Filing and Contact Details

Filer

Filer Name
Smart Automation Certification
EIN
83-1292558
Phone
8122888285
Address
3500 PNC TOWER 101 SOUTH FIFTH ST, LOUISVILLE, KY 40202

Signing Officer

Name
James a Wall
Title
Executive Director
Phone
5026303309
Signed
2023-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James a Wall
Formed
2018
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
7
Employees
2
Volunteers
200

Preparer

Firm
Harding Shymanski & Co Psc
Address
101 S FIFTH STREET SUITE 1700, LOUISVILLE, KY 40202
Preparer
Scott a Olinger
Phone
5025844142
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0216201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0162526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0481178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0923
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0506668
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt012332
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0130527
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0179400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0224400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0551809
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0228713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0190176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0227978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0184710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0226900
IRS990ScheduleA/Total509Grp/TotalAmt01058477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0228765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0190179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0228001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0185395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0227060
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01059400
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt05157
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAUL PERKINS, SACA DIRECTOR AND PRESIDENT OF AMATROL, MAINTAINS A BUSINESS RELATIONSHIP WITH THE FOLLOWING OTHER DIRECTORS AS PART OF HIS ROLE AS PRESIDENT OF AMATROL: 1. MARK HUDSON - SERVES AS CFO TO AMATROL 2. MATTHEW KIRCHNER - OWNER OF LAB MIDWEST, DISTRIBUTOR OF AMATROL PRODUCTS 3. TIMOTHY BROWN - OWNER OF TECHNICAL LABORATORY SYSTEMS, DISTRIBUTOR OF AMATROL PRODUCTS 4. PAUL AIELLO - DIRECTOR OF CERT SALES AND OPERATIONS AT FANUC AMERICA CORPORATION. AMATROL IS A FANUC AUTHORIZED SYSTEM INTEGRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DIRECTORS ARE REQUIRED TO ATTEST ANNUALLY TO AWARENESS OF AND COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTORS MUST REVIEW AND APPROVE OFFERS MADE TO EXECUTIVE DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JAMES WALL - 624 NW 26TH STREET, WILTON MANORS, FL 33311. PAUL PERKINS - 2400 CENTENNIAL BLVD, JEFFERSONVILLE, IN 47130. MARK HUDSON - 305 HIDDEN OAK WAY, LOUISVILLE, KY 40222. MATTHEW KIRCHNER - 10235 NORTH PORT WASHINGTON ROAD, MEQUON, WI 53092. TIMOTHY BROWN - PO BOX 218609, HOUSTON, TX 77218. JOE REID - 3904 CALGARY WAY, LOUISVILLE, KY 40241. MICHAEL COOK - 1201 S 2ND ST, MILWAUKEE, WI 53204. BRYAN ALBRECHT - 3520 30TH AVE, KENOSHA, WI 53144.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0198193
IRS990/TotalAssetsEOYAmt0164991
IRS990/TotalAssetsGrp/BOYAmt0198193
IRS990/TotalAssetsGrp/EOYAmt0164991
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019133
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068152
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0199487
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06286
IRS990/TotalLiabilitiesEOYAmt05157
IRS990/TotalLiabilitiesGrp/BOYAmt06286
IRS990/TotalLiabilitiesGrp/EOYAmt05157
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0191907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0159834
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0199487
IRS990/TotalProgramServiceRevenueAmt0216201
IRS990/TotalReportableCompFromOrgAmt0114078
IRS990/TotalRevenueGrp/ExclusionAmt0216433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235566
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0198193
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164991
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt018745
IRS990/TravelGrp/TotalAmt018745
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03500 PNC TOWER 101 SOUTH FIFTH
IRS990/USAddress/AddressLine2Txt0STREET
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040202
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SACA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A WALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05026303309
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMART AUTOMATION CERTIFICATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLIANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0831292558
ReturnHeader/Filer/PhoneNum08122888285
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 PNC TOWER 101 SOUTH FIFTH ST
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351346211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARDING SHYMANSKI & CO PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S FIFTH STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE

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