Civic Intelligence

Adaptive Alliance Inc.

990EZ • Fiscal year 2020 • EIN 83-3557254

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization ProfileN/A
5713 W Creedy RdBeloit, WI 53511

(608) 289-5282

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.84x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$16,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

1226%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$23,388

Up $21,624 (+1226%) from 2019

Net Assets

Up

$3,711

Up $1,947 (+110%) from 2019

Liabilities

Up

$19,677

Up $19,677 from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin44th percentile

Revenue

Up

$140,973

Up $33,103 (+31%) from 2019

Expenses

Up

$139,026

Up $32,920 (+31%) from 2019

Net Income

Up

$1,947

Up $183 (+10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$300K$200K$100K$0-$100KAssets 2019: $1,764Liabilities 2019: $0Net Assets 2019: $1,7642019Assets 2020: $23,388Liabilities 2020: $19,677Net Assets 2020: $3,7112020Assets 2021: $61,657Liabilities 2021: -$639Net Assets 2021: $62,2962021Assets 2022: $101,665Liabilities 2022: -$551Net Assets 2022: $102,2162022Assets 2023: $262,687Liabilities 2023: $177,217Net Assets 2023: $85,4702023Assets 2024: $266,841Liabilities 2024: $172,890Net Assets 2024: $93,9512024

Highlighted filing

2020

Assets$23,388
Liabilities$19,677
Net Assets$3,711
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $107,870Expenses 2019: $106,106Net Income 2019: $1,7642019Revenue 2020: $140,973Expenses 2020: $139,026Net Income 2020: $1,9472020Revenue 2021: $287,514Expenses 2021: $251,149Net Income 2021: $36,3652021Revenue 2022: $316,401Expenses 2022: $276,481Net Income 2022: $39,9202022Revenue 2023: $323,884Expenses 2023: $340,630Net Income 2023: -$16,7462023Revenue 2024: $424,644Expenses 2024: $416,163Net Income 2024: $8,4812024

Highlighted filing

2020

Revenue$140,973
Expenses$139,026
Net Income$1,947
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Gross Receipts
$140,973
Mission and Program Overview

Mission

Adults with disabilities day services focusing on social interations and daily functional skills

Day services for adults with disability

Program Services

DescriptionGrantsExpenses
ADULT DAY SERVICES FOCUSING ON SOCIAL INTERACTION AND DAILY FUNCTIONAL SKILLS-$5,263
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA WELLNITZExecutive DirectorPT$16,000-$16,000
Filing and Contact Details

Filer

Filer Name
Adaptive Alliance Inc
EIN
83-3557254
Address
5713 W Creedy Rd, Beloit, WI 53511

Signing Officer

Name
Samantha Wellnitz
Title
Executive Direc
Phone
6082895282
Signed
2021-04-15
Discuss with paid preparer
No

Preparer

Firm
Frederick Tax and Accounting
Address
1550 E Huebbe Pkwy, Beloit, WI 53511
Preparer
Gloria Chesney
Phone
6083628112
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountGROCERIES 2,975SUPPLIES 1,778BANK CHARGES 73ACTIVITIES 486MISC 121TRANSPORTATION 25INSURANCE 1,574PAYROLL TAXES 9,512ADVERTISING 268DUES & SUBSCRIPTIONS 185”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEQUIPMENT 0 407UNRESTRICTED 0 1,764”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPPP LOAN 0 19,677”

Raw XML Appendix131 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0SAMANTHA WELLNITZ
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0HOURLY WAGE FOR WORK PERFORMED
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SAMANTHA WELLNITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06082895282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05713 W CREEDY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Beloit
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0140838
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01947
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03424
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01764
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023388
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0135
IRS990EZ/GrossReceiptsAmt0140973
IRS990EZ/GrossSalesOfInventoryAmt0135
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt04953
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01764
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03711
IRS990EZ/OccupancyRentUtltsAndMaintAmt029409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt016000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA WELLNITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02171
IRS990EZ/OtherExpensesTotalAmt016997
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DAY SERVICES FOR ADULTS WITH DISABILITY
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADULT DAY SERVICES FOCUSING ON SOCIAL INTERACTION AND DAILY FUNCTIONAL SKILLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt089141
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019677
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139026
IRS990EZ/TotalProgramServiceExpensesAmt05263
IRS990EZ/TotalRevenueAmt0140973
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0207296
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22960
IRS990ScheduleA/PublicSupportTotal170Amt047592
IRS990ScheduleA/SubstantialContributorsTotAmt0159704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100304
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106992
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207296
IRS990ScheduleA/TotalSupportAmt0207296
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGROCERIES 2,975SUPPLIES 1,778BANK CHARGES 73ACTIVITIES 486MISC 121TRANSPORTATION 25INSURANCE 1,574PAYROLL TAXES 9,512ADVERTISING 268DUES & SUBSCRIPTIONS 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearEQUIPMENT 0 407UNRESTRICTED 0 1,764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPPP LOAN 0 19,677
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA WELLNITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum06082895282
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Adaptive Alliance Inc
ReturnHeader/Filer/BusinessNameControlTxt0ADAP
ReturnHeader/Filer/EIN0833557254
ReturnHeader/Filer/USAddress/AddressLine1Txt05713 W Creedy Rd
ReturnHeader/Filer/USAddress/CityNm0Beloit
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843380457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Frederick Tax and Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01550 E Huebbe Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beloit
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053511
ReturnHeader/PreparerPersonGrp/PhoneNum06083628112
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gloria Chesney
ReturnHeader/ReturnTs02021-04-15T16:49:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMANTHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLNITZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,388
Liabilities
$19,677
Net assets
$3,711
Revenue
$140,973
Expenses
$139,026
Net income
$1,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$1.73$0.94$4.25$4.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.63$1.77$0.85$3.24$3.41$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.02$3.16$2.76$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$2.88$2.51$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.20$0.04$1.41$1.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.08$1.06$0.02