Civic Intelligence

University South Foundation Inc.

990 • Fiscal year 2014 • EIN 86-0606002

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A
1140 N ColomboSierra Vista, AZ 85635

(520) 458-8278

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,102,592

Up $271,455 (+15%) from 2013

Net Assets

Up

$2,100,123

Up $269,791 (+15%) from 2013

Liabilities

Up

$2,469

Up $1,664 (+207%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$490,437

Up $287,921 (+142%) from 2013

Expenses

Up

$220,646

Up $60,166 (+37%) from 2013

Net Income

Up

$269,791

Up $227,755 (+542%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,709,391Liabilities 2011: $0Net Assets 2011: $1,709,3912011Assets 2012: $1,788,296Liabilities 2012: $0Net Assets 2012: $1,788,2962012Assets 2013: $1,831,137Liabilities 2013: $805Net Assets 2013: $1,830,3322013Assets 2014: $2,102,592Liabilities 2014: $2,469Net Assets 2014: $2,100,1232014Assets 2015: $2,104,753Liabilities 2015: $2,675Net Assets 2015: $2,102,0782015Assets 2016: $2,063,098Liabilities 2016: $2,894Net Assets 2016: $2,060,2042016Assets 2017: $2,163,534Liabilities 2017: $1,787Net Assets 2017: $2,161,7472017Assets 2018: $2,043,993Liabilities 2018: $3,024Net Assets 2018: $2,040,9692018Assets 2019: $2,147,586Liabilities 2019: $0Net Assets 2019: $2,147,5862019Assets 2020: $2,247,229Liabilities 2020: $0Net Assets 2020: $2,247,2292020Assets 2021: $2,300,898Liabilities 2021: $1,803Net Assets 2021: $2,299,0952021Assets 2022: $2,062,739Liabilities 2022: $0Net Assets 2022: $2,062,7392022Assets 2023: $2,150,174Liabilities 2023: $1,290Net Assets 2023: $2,148,8842023Assets 2024: $2,204,481Liabilities 2024: $1,680Net Assets 2024: $2,202,8012024

Highlighted filing

2014

Assets$2,102,592
Liabilities$2,469
Net Assets$2,100,123
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $122,1812011Expenses 2012: $159,1332012Revenue 2013: $202,516Expenses 2013: $160,480Net Income 2013: $42,0362013Revenue 2014: $490,437Expenses 2014: $220,646Net Income 2014: $269,7912014Revenue 2015: $226,545Expenses 2015: $224,590Net Income 2015: $1,9552015Revenue 2016: $230,497Expenses 2016: $272,371Net Income 2016: -$41,8742016Revenue 2017: $317,542Expenses 2017: $215,999Net Income 2017: $101,5432017Revenue 2018: $137,150Expenses 2018: $257,931Net Income 2018: -$120,7812018Revenue 2019: $376,618Expenses 2019: $270,001Net Income 2019: $106,6172019Revenue 2020: $341,224Expenses 2020: $241,581Net Income 2020: $99,6432020Revenue 2021: $318,358Expenses 2021: $266,746Net Income 2021: $51,6122021Revenue 2022: $249,046Expenses 2022: $485,392Net Income 2022: -$236,3462022Revenue 2023: $393,436Expenses 2023: $306,013Net Income 2023: $87,4232023Revenue 2024: $362,350Expenses 2024: $308,433Net Income 2024: $53,9172024

Highlighted filing

2014

Revenue$490,437
Expenses$220,646
Net Income$269,791
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$499,395
Mission and Program Overview

Mission

Support higher education locally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,048,525$1,013,552▼ $34,973
Savings and Temporary Cash Investments$677,977$701,266▲ $23,289
Cash and Non-Interest-Bearing Accounts$104,635$387,774▲ $283,139
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,831,137$2,102,592▲ $271,455
Other Assets Total-$0-
Liabilities
Other Liabilities$805$2,469▲ $1,664
Total Liabilities$805$2,469▲ $1,664
Net Assets / Fund Balance
Unrestricted Net Assets$1,830,332$2,100,123▲ $269,791
Total Net Assets Fund Balance$1,830,332$2,100,123▲ $269,791
Total Liabilities and Net Assets / Fund Balance$1,831,137$2,102,592▲ $271,455

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$786,447$924,524$1,710,971
Equipment$58,807$169,333$228,140
Other Land Buildings$69,543$44,959$114,502
Land$98,755-$98,755
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Kendra BergmanPresident
Clint ImholteVice President
Michael BoardmanExecutive VP
Anne M BorowiecSecretary
Rick CoffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$307,091
Program Service Revenue
$150,311
Investment Income
$23,354
Other Revenue
$9,681
All Other Contributions
$307,091
Change in Net Assets
$269,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,170
Salaries, Compensation, and Employee Benefits$36,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$57,776--$57,776
Other Salaries and Wages-$33,884-$33,884
All Other Expenses$5,899$5,560-$11,459
Other Expenses$8,800$5,498-$5,498
Conferences and Meetings-$5,430-$5,430
Fees for Services Accounting-$4,618-$4,618
Insurance$3,756--$3,756
Office Expenses-$2,843-$2,843
Advertising-$2,615-$2,615
Payroll Taxes-$2,592-$2,592
Travel-$1,797-$1,797
Interest-$78-$78
Total Functional Expenses$155,731$64,915$0$220,646
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,539
Fundraising Direct Expenses$8,958
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dine Under the Stars$18,539$18,539$6,374$12,165
Total Events$18,539$18,539$6,374$12,165
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,591
Credit Card$878
Governance and Compliance

Governance Checklist

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
University South Foundation Inc
EIN
86-0606002
Phone
5204588278
Address
1140 N COLOMBO, SIERRA VISTA, AZ 85635

Signing Officer

Name
Clint Imholte
Title
Vice President
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
3

Preparer

Firm
Mark C Browning CPA Pllc
Address
5000 E MEDITERRANEAN DR STE B-1, SIERRA VISTA, AZ 85635-2422
Preparer
Mark C Browning
Phone
5204588760
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IRS990ScheduleA/PublicSupportPY170Pct00.83280
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0786447
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0924524
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01710971
IRS990ScheduleD/EquipmentGrp/BookValueAmt058807
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0169333
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0228140
IRS990ScheduleD/LandGrp/BookValueAmt098755
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt098755
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt069543
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0114502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0878
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01013552
IRS990ScheduleD/TotalLiabilityAmt02469
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06374
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINE UNDER THE STARS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLINT IMHOLTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SOUTH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0860606002

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,102,592
Liabilities
$2,469
Net assets
$2,100,123
Revenue
$490,437
Expenses
$220,646
Net income
$269,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.36$0.31$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.39$0.31$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.49$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.32$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.34$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.38$0.27$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.14$0.26$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.32$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.23$0.27$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.23$0.22$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.49$0.22$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.20$0.16$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$0.12