Civic Intelligence

University South Foundation Inc.

990 • Fiscal year 2017 • EIN 86-0606002

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 24, 2018

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

17th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,163,534

Up $100,436 (+4.9%) from 2016

Net Assets

Up

$2,161,747

Up $101,543 (+4.9%) from 2016

Liabilities

Down

$1,787

Down $1,107 (-38%) from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin85th percentile

Revenue

Up

$317,542

Up $87,045 (+38%) from 2016

Expenses

Down

$215,999

Down $56,372 (-21%) from 2016

Net Income

Up

$101,543

Up $143,417 (+342%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$2,163,534
Liabilities$1,787
Net Assets$2,161,747
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$317,542
Expenses$215,999
Net Income$101,543
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 24, 2018
Return Version
2017v2.2
Gross Receipts
$439,250
Mission and Program Overview

Mission

Support higher education locally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$949,878$1,071,058▲ $121,180
Land, Buildings, and Equipment, Net$924,092$868,380▼ $55,712
Cash and Non-Interest-Bearing Accounts$189,128$224,096▲ $34,968
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$2,063,098$2,163,534▲ $100,436
Other Assets Total-$0-
Liabilities
Other Liabilities$2,894$1,787▼ $1,107
Total Liabilities$2,894$1,787▼ $1,107
Net Assets / Fund Balance
Unrestricted Net Assets$2,060,204$2,161,747▲ $101,543
Total Net Assets Fund Balance$2,060,204$2,161,747▲ $101,543
Total Liabilities and Net Assets / Fund Balance$2,063,098$2,163,534▲ $100,436

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$655,474$1,079,591$1,735,065
Equipment$46,842$181,298$228,140
Other Land Buildings$67,309$47,193$114,502
Land$98,755-$98,755
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Michael BoardmanPresident
Kendra BergmanVice President
Clint ImholteExec. Vice Pres
Anne M BorowiecSecretary
Rick CoffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,778
Program Service Revenue
$163,380
Investment Income
$121,234
Other Revenue
$25,150
All Other Contributions
$7,778
Change in Net Assets
$101,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,174
Salaries, Compensation, and Employee Benefits$32,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$55,712--$55,712
Other Salaries and Wages-$30,492-$30,492
All Other Expenses$966$11,918-$12,884
Fees for Services Other-$5,350-$5,350
Other Expenses$8,836$4,698-$4,698
Insurance$3,651--$3,651
Advertising-$3,093-$3,093
Payroll Taxes-$2,333-$2,333
Office Expenses-$2,233-$2,233
Travel-$925-$925
Total Functional Expenses$154,957$61,042$0$215,999
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,764
Fundraising Direct Expenses$20,614
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dine Under the Stars$24,352$24,352$9,091$15,261
Golf Tournament$10,914$10,914$2,579$8,335
Total Events$45,764$45,764$20,614$25,150
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$1,787
Governance and Compliance

Governance Checklist

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

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
Michael Boardman
Title
President
Signed
2018-07-24
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
2

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/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.95540
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
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/TravelGrp/TotalAmt0925
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02060204
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BOARDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SOUTH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIV

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,163,534
Liabilities
$1,787
Net assets
$2,161,747
Revenue
$317,542
Expenses
$215,999
Net income
$101,543
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
Peer Organizations

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