Civic Intelligence

Yavapai Exceptional Industries

990 • Fiscal year 2018 • EIN 86-0283530

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

436 North WashingtonPrescott, AZ 86301

(928) 445-0991

Siviq Scores

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

Liabilities / Assets

55th percentile

0.12x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.07x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

26th percentile

-5.8%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,309,134

Down $251,017 (-16%) from 2017

Net Assets

Down

$1,149,416

Down $256,706 (-18%) from 2017

Liabilities

Up

$159,718

Up $5,689 (+3.7%) from 2017

Revenue

Down

$2,290,478

Down $474,457 (-17%) from 2017

Expenses

Up

$2,424,370

Up $154,837 (+6.8%) from 2017

Net Income

Down

-$133,892

Down $629,294 (-127%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $910,950Liabilities 2010: $107,340Net Assets 2010: $803,6102010Assets 2011: $1,029,618Liabilities 2011: $138,408Net Assets 2011: $891,2102011Assets 2012: $1,033,602Liabilities 2012: $78,423Net Assets 2012: $955,1792012Assets 2013: $1,150,735Liabilities 2013: $112,782Net Assets 2013: $1,037,9532013Assets 2014: $1,166,377Liabilities 2014: $156,399Net Assets 2014: $1,009,9782014Assets 2015: $948,129Liabilities 2015: $171,127Net Assets 2015: $777,0022015Assets 2016: $1,056,209Liabilities 2016: $158,503Net Assets 2016: $897,7062016Assets 2017: $1,560,151Liabilities 2017: $154,029Net Assets 2017: $1,406,1222017Assets 2018: $1,309,134Liabilities 2018: $159,718Net Assets 2018: $1,149,4162018Assets 2019: $1,192,691Liabilities 2019: $156,812Net Assets 2019: $1,035,8792019Assets 2020: $2,138,210Liabilities 2020: $575,635Net Assets 2020: $1,562,5752020Assets 2021: $1,831,490Liabilities 2021: $539,613Net Assets 2021: $1,291,8772021Assets 2022: $1,723,337Liabilities 2022: $193,388Net Assets 2022: $1,529,9492022Assets 2023: $1,754,359Liabilities 2023: $174,669Net Assets 2023: $1,579,6902023Assets 2024: $2,590,079Liabilities 2024: $153,217Net Assets 2024: $2,436,8622024Assets 2025: $2,293,463Liabilities 2025: $166,360Net Assets 2025: $2,127,1032025

Highlighted filing

2018

Assets$1,309,134
Liabilities$159,718
Net Assets$1,149,416

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,720,3952010Expenses 2011: $1,780,1972011Expenses 2012: $1,931,2912012Revenue 2013: $2,149,991Expenses 2013: $2,076,052Net Income 2013: $73,9392013Revenue 2014: $2,281,469Expenses 2014: $2,320,054Net Income 2014: -$38,5852014Revenue 2015: $1,877,641Expenses 2015: $2,108,177Net Income 2015: -$230,5362015Revenue 2016: $2,155,409Expenses 2016: $2,032,493Net Income 2016: $122,9162016Revenue 2017: $2,764,935Expenses 2017: $2,269,533Net Income 2017: $495,4022017Revenue 2018: $2,290,478Expenses 2018: $2,424,370Net Income 2018: -$133,8922018Revenue 2019: $2,324,420Expenses 2019: $2,437,957Net Income 2019: -$113,5372019Revenue 2020: $3,129,527Expenses 2020: $2,601,275Net Income 2020: $528,2522020Revenue 2021: $2,717,819Expenses 2021: $3,100,237Net Income 2021: -$382,4182021Revenue 2022: $3,143,660Expenses 2022: $2,870,071Net Income 2022: $273,5892022Revenue 2023: $2,617,280Expenses 2023: $2,619,006Net Income 2023: -$1,7262023Revenue 2024: $3,514,217Expenses 2024: $2,725,435Net Income 2024: $788,7822024Revenue 2025: $2,524,432Expenses 2025: $2,928,945Net Income 2025: -$404,5132025

Highlighted filing

2018

Revenue$2,290,478
Expenses$2,424,370
Net Income-$133,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$2,290,478
Mission and Program Overview

Mission

Yavapai Exceptional Industries (YEI!) is a non-profit, tax-exempt, 501(c)(3) charitable organization founded in 1974 to render an individual with a disability as independent as their condition will allow.

Vocational rehabilitation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,406,122$1,149,416▼ $256,706
Land, Buildings, and Equipment, Net$576,179$681,553▲ $105,374
Investments in Publicly Traded Securities$400,055$202,550▼ $197,505
Savings and Temporary Cash Investments$172,813$161,637▼ $11,176
Accounts Receivable$154,244$146,405▼ $7,839
Cash and Non-Interest-Bearing Accounts$67,931$60,854▼ $7,077
Inventories for Sale or Use$42,625$48,247▲ $5,622
Prepaid Expenses and Deferred Charges$6,304$7,888▲ $1,584
Total Assets$1,560,151$1,309,134▼ $251,017
Other Assets Total$140,000--
Liabilities
Accounts Payable and Accrued Expenses$144,989$134,310▼ $10,679
Other Liabilities$9,040$25,408▲ $16,368
Total Liabilities$154,029$159,718▲ $5,689
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,406,122$1,149,416▼ $256,706
Total Liabilities and Net Assets / Fund Balance$1,560,151$1,309,134▼ $251,017

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$585,634$182,526$768,160
Other Land Buildings$71,275$182,328$253,603
Equipment$24,644$164,358$189,002
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff WasowiczPresident
Al KaplanVice President
Kay HarlanDirector
Bradley NewmanExecutive Director
Jesse EllerOfficer
Rudy ArenaOfficer
Steve McintyreRecording Sec
Howell ShayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$342,766
Program Service Revenue
$1,927,618
Investment Income
$20,094
Other Revenue
$0
All Other Contributions
$342,766
Change in Net Assets
$-133,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,822,541
Other Expenses$601,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,310,457$81,977-$1,392,434
Other Employee Benefits$153,979$17,965-$171,944
Payroll Taxes$133,556$17,918-$151,474
Occupancy$87,800$62,710-$150,510
All Other Expenses$95,589$31,845-$127,434
Current Officers, Directors, Trustees, and Key Employees-$94,000-$94,000
Depreciation Depletion$48,780$10,503-$59,283
Advertising-$44,905-$44,905
Office Expenses$15,722$26,762-$42,484
Insurance-$29,599-$29,599
Fees for Services Other$7,724$16,924-$24,648
Other Expenses$10,339$5,393-$15,732
Pension Plan Contributions$9,989$2,700-$12,689
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$1,971,324$453,046$0$2,424,370
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
Taxes Payable$25,408
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
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

Committee meeting documentation Part VI line 8B

Treasurer reviews form 990 prior to filing.

Form 990 governing body review Part VI line 11

All documents are available and provided to the governing body for review

Governing documents etc available to public Part VI line 19

Copies are maintained at yavapai exceptiona; industries and made available upon request.

Filing and Contact Details

Filer

Filer Name
Yavapai Exceptional Industries
EIN
86-0283530
Address
436 NORTH WASHINGTON, PRESCOTT, AZ 86301

Signing Officer

Name
Jeff Wasowicz
Title
President
Phone
9284450991
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
241
Volunteers
3

Preparer

Firm
Sc Audit & Accounting Solutions LLC
Address
1565 Plaza West Dr, Prescott, AZ 86303
Preparer
C Stephen Crandall CPA
Phone
9287786760
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Line 9 part xiloss on sale of donated property

Raw XML AppendixShowing 400 of 418 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/ExplanationTxt0TREASURER REVIEWS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE AND PROVIDED TO THE GOVERNING BODY FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES ARE MAINTAINED AT YAVAPAI EXCEPTIONA; INDUSTRIES AND MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 9 PART XILOSS ON SALE OF DONATED PROPERTY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02290478
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01560151
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01309134
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.YEIWORKS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WASOWICZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09284450991
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YAVAPAI EXCEPTIONAL INDUSTRIES
ReturnHeader/Filer/BusinessNameControlTxt0YAVA
ReturnHeader/Filer/EIN0860283530
ReturnHeader/Filer/USAddress/AddressLine1Txt0436 NORTH WASHINGTON
ReturnHeader/Filer/USAddress/CityNm0PRESCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07109333C78318946424879AFA68109CC25BB080A
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.29$0.17$2.13$2.52$2.93$0.40
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.15$2.44$3.51$2.73$0.79
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.17$1.58$2.62$2.62$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.19$1.53$3.14$2.87$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.54$1.29$2.72$3.10$0.38
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.58$1.56$3.13$2.60$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.16$1.04$2.32$2.44$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.16$1.15$2.29$2.42$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.15$1.41$2.76$2.27$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.16$0.90$2.16$2.03$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.17$0.78$1.88$2.11$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.16$1.01$2.28$2.32$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.11$1.04$2.15$2.08$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.08$0.96$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.14$0.89$1.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.11$0.80$1.72