Civic Intelligence

Spina Bifida Association of Arizona

EIN 86-0355183 • 501(c)3 • Phoenix, AZ

Profile

Provide assistance to families living with spina bifida through peer mentoring services, nutritional and independence education, access to urniary care supplies, living facilities and adaptive equipment

4802 E Ray Rd Ste 23-687Phoenix, AZ 85044

www.sbaaz.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.11x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$47,846

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 55.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

29%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$605,128

Up $19,985 (+3.4%) from 2023

Liabilities

Up

$9,843

Up $6,307 (+178%) from 2023

Net Assets

Up

$595,285

Up $13,678 (+2.4%) from 2023

Revenue

Up

$86,223

Up $19,494 (+29%) from 2023

Expenses

Down

$104,701

Down $44,165 (-30%) from 2023

Net Income

Up

-$18,478

Up $63,659 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $255,050Liabilities 2010: $975Net Assets 2010: $254,0752010Assets 2011: $237,350Liabilities 2011: $2,838Net Assets 2011: $234,5122011Assets 2012: $234,819Liabilities 2012: $2,435Net Assets 2012: $232,3842012Assets 2013: $254,895Liabilities 2013: $5,393Net Assets 2013: $249,5022013Assets 2014: $247,927Liabilities 2014: $7,323Net Assets 2014: $240,6042014Assets 2015: $243,457Liabilities 2015: $6,295Net Assets 2015: $237,1622015Assets 2016: $311,239Liabilities 2016: $4,450Net Assets 2016: $306,7892016Assets 2017: $280,998Liabilities 2017: $4,622Net Assets 2017: $276,3762017Assets 2018: $289,553Liabilities 2018: $4,450Net Assets 2018: $285,1032018Assets 2019: $259,669Liabilities 2019: $5,521Net Assets 2019: $254,1482019Assets 2020: $764,358Liabilities 2020: $18,569Net Assets 2020: $745,7892020Assets 2021: $773,961Liabilities 2021: $3,295Net Assets 2021: $770,6662021Assets 2022: $597,096Liabilities 2022: $3,823Net Assets 2022: $593,2732022Assets 2023: $585,143Liabilities 2023: $3,536Net Assets 2023: $581,6072023Assets 2024: $605,128Liabilities 2024: $9,843Net Assets 2024: $595,2852024

Highlighted filing

2024

Assets$605,128
Liabilities$9,843
Net Assets$595,285

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $127,345Expenses 2010: $133,506Net Income 2010: -$6,1612010Expenses 2011: $140,8952011Expenses 2012: $98,5052012Revenue 2013: $147,348Expenses 2013: $136,023Net Income 2013: $11,3252013Revenue 2014: $118,710Expenses 2014: $118,647Net Income 2014: $632014Revenue 2015: $130,893Expenses 2015: $134,335Net Income 2015: -$3,4422015Revenue 2016: $216,310Expenses 2016: $146,683Net Income 2016: $69,6272016Revenue 2017: $136,463Expenses 2017: $166,876Net Income 2017: -$30,4132017Revenue 2018: $187,749Expenses 2018: $179,022Net Income 2018: $8,7272018Revenue 2019: $118,369Expenses 2019: $149,419Net Income 2019: -$31,0502019Revenue 2020: $591,021Expenses 2020: $99,041Net Income 2020: $491,9802020Revenue 2021: $132,433Expenses 2021: $146,524Net Income 2021: -$14,0912021Revenue 2022: $76,085Expenses 2022: $128,187Net Income 2022: -$52,1022022Revenue 2023: $66,729Expenses 2023: $148,866Net Income 2023: -$82,1372023Revenue 2024: $86,223Expenses 2024: $104,701Net Income 2024: -$18,4782024

Highlighted filing

2024

Revenue$86,223
Expenses$104,701
Net Income-$18,478

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.10$5.95$0.86$1.05$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.04$5.82$0.67$1.49$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.97$0.04$5.93$0.76$1.28$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.03$7.71$1.32$1.47$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.19$7.46$5.91$0.99$4.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.06$2.54$1.18$1.49$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.04$2.85$1.88$1.79$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.05$2.76$1.36$1.67$0.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.04$3.07$2.16$1.47$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.06$2.37$1.31$1.34$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.07$2.41$1.19$1.19$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.55$0.05$2.50$1.47$1.36$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.02$2.32$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.03$2.35$1.41
2010Summary only. Only limited summary data is available for this year.$2.55$0.01$2.54$1.27$1.34$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$130,876
Mission and Program Overview

Mission

Provide assistance to families living with spina bifida through peer mentoring services, nutritional and independence education, access to urniary care supplies, living facilities, and adaptive equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$724,563$561,778▼ $162,785
Savings and Temporary Cash Investments$9,470$22,523▲ $13,053
Cash and Non-Interest-Bearing Accounts$38,273$10,708▼ $27,565
Pledges and Grants Receivable$720$2,010▲ $1,290
Prepaid Expenses and Deferred Charges$77$77→ $0
Total Assets$773,961$597,096▼ $176,865
Other Assets Total$858--
Liabilities
Accounts Payable and Accrued Expenses$3,295$3,823▲ $528
Total Liabilities$3,295$3,823▲ $528
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$770,666$593,273▼ $177,393
Total Net Assets Fund Balance$770,666$593,273▼ $177,393
Total Liabilities and Net Assets / Fund Balance$773,961$597,096▼ $176,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,339$2,339
Investment Program Related Org$561,778--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sharri RunnelsExecutive DirectorFT$48,000$48,000

Board Members and Trustees

NameTitle
Michael KuhlmannChair
David MartinImmediate Past President
Jonathan SimontonDirector
Lauren ShoemakerDirector
Ron WhitesideDirector
Jay BrownSecretary
Kimberly WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,092
Program Service Revenue
$1,450
Investment Income
$29,107
Other Revenue
$2,436
All Other Contributions
$40,046
Change in Net Assets
$-52,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,237
Salaries, Compensation, and Employee Benefits$62,763
Total Fundraising Expense$4,391
Grants and Similar Amounts Paid$2,187
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$42,613$4,855$533$48,001
Fees for Services Other$18,531$60$589$19,180
Office Expenses$3,611$5,595$1,249$10,455
Other Salaries and Wages$9,537$48$717$10,302
Information Technology$6,605$1,090$708$8,403
Occupancy$6,672$380$500$7,552
Fees for Services Accounting$7,490--$7,490
Fees for Service Investment Mgmnt Fees-$5,524-$5,524
Payroll Taxes$4,013$366$81$4,460
Insurance$2,236$375$14$2,625
Grants to Domestic Individuals$2,187--$2,187
Conferences and Meetings$1,711--$1,711
Travel$268$29-$297
Total Functional Expenses$105,474$18,322$4,391$128,187
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$2,194
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 B, Line 11B

The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.

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

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if if there could be a perceived a conflict of interest. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The board reviews the compensation for the executive director by comparing his/her compensation to the compensation of individuals in like positions, in comparable organizations using forms 990, compensation studies, and other available data. The board then approves any changes in compensation based on this information. The organization has no other paid officers or employees meeting the definition of a key employee.

Form 990, Part VI, Section C, Line 19

The organization will provide, in a timely manner, copies of all tax returns, governing documents including its conflict of interest policy, and financial statements when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Spina Bifida Association of Arizona
EIN
86-0355183
Phone
6022743323
Address
4802 E RAY RD STE 23-687, PHOENIX, AZ 85044

Signing Officer

Name
Kimberly Williams
Title
Treasurer
Phone
6022743323
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Williams
Formed
1979
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
20

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

The organization hired consultants to assist with program services, advocacy, and program events/services.

Financial Statement Notes

X 2

Management evaluated the organizations tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the accompanying financial statements.

Raw XML AppendixShowing 400 of 422 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
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IRS990/ActivityOrMissionDesc0PROVIDE ASSISTANCE TO FAMILIES LIVING WITH SPINA BIFIDA THROUGH PEER MENTORING SERVICES, NUTRITIONAL AND INDEPENDENCE EDUCATION, ACCESS TO URNIARY CARE SUPPLIES, LIVING FACILITIES, AND ADAPTIVE EQUIPMENT.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0380
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IRS990/OccupancyGrp/TotalAmt07552
IRS990/OfficeExpensesGrp/FundraisingAmt01249
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05595
IRS990/OfficeExpensesGrp/ProgramServicesAmt03611
IRS990/OfficeExpensesGrp/TotalAmt010455
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0858
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0717
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt048
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09537
IRS990/OtherSalariesAndWagesGrp/TotalAmt010302
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt081
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0366
IRS990/PayrollTaxesGrp/ProgramServicesAmt04013
IRS990/PayrollTaxesGrp/TotalAmt04460
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01450
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IRS990/PYContributionsGrantsAmt099413
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt042096
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028441
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt083530
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IRS990ScheduleA/PublicSupportCY170Pct00.92120
IRS990ScheduleA/PublicSupportPY170Pct00.94020
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt099413
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0155550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0451352
IRS990ScheduleA/TotalSupportAmt0483846
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt02194
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0663
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt01196
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt04053
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02339
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0561778
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CONCOURSE INVESTMENTS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATED THE ORGANIZATIONS TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE ACCOMPANYING FINANCIAL STATEMENTS.
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF IF THERE COULD BE A PERCEIVED A CONFLICT OF INTEREST. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR BY COMPARING HIS/HER COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR EMPLOYEES MEETING THE DEFINITION OF A KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, COPIES OF ALL TAX RETURNS, GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HIRED CONSULTANTS TO ASSIST WITH PROGRAM SERVICES, ADVOCACY, AND PROGRAM EVENTS/SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105474
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128187
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt03295
IRS990/TotalLiabilitiesGrp/EOYAmt03823
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IRS990/TotalProgramServiceExpensesAmt0105474
IRS990/TotalProgramServiceRevenueAmt01450
IRS990/TotalReportableCompFromOrgAmt048000
IRS990/TotalRevenueGrp/ExclusionAmt013961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019032
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076085
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0773961
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0597096
IRS990/TravelGrp/ManagementAndGeneralAmt029
IRS990/TravelGrp/ProgramServicesAmt0268
IRS990/TravelGrp/TotalAmt0297
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04802 E Ray Rd Ste 23-687
IRS990/USAddress/CityNm0Phoenix
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085044
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SBAAZ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06022743323
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPINA BIFIDA ASSOCIATION OF ARIZONA
ReturnHeader/Filer/BusinessNameControlTxt0SPIN

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