Civic Intelligence

South Valley Training Company

990 • Fiscal year 2016 • EIN 87-0425519

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

455 West 9160 SouthSandy, UT 84070

(801) 561-1661

Siviq Scores

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

Liabilities / Assets

79th percentile

0.49x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

50th percentile

2.1%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$750

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.4%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$148,269

Up $1,961 (+1.3%) from 2015

Net Assets

Up

$75,582

Up $21,243 (+39%) from 2015

Liabilities

Down

$72,687

Down $19,282 (-21%) from 2015

Revenue

Up

$1,018,269

Up $51,900 (+5.4%) from 2015

Expenses

Down

$997,026

Down $7,109 (-0.7%) from 2015

Net Income

Up

$21,243

Up $59,009 (+156%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $91,998Liabilities 2010: $54,371Net Assets 2010: $37,6272010Assets 2011: $123,591Liabilities 2011: $37,630Net Assets 2011: $85,9612011Assets 2012: $169,549Liabilities 2012: $54,323Net Assets 2012: $115,2262012Assets 2013: $187,249Liabilities 2013: $76,321Net Assets 2013: $110,9282013Assets 2014: $177,219Liabilities 2014: $85,114Net Assets 2014: $92,1052014Assets 2015: $146,308Liabilities 2015: $91,969Net Assets 2015: $54,3392015Assets 2016: $148,269Liabilities 2016: $72,687Net Assets 2016: $75,5822016Assets 2017: $175,084Liabilities 2017: $89,396Net Assets 2017: $85,6882017Assets 2018: $152,890Liabilities 2018: $53,067Net Assets 2018: $99,8232018Assets 2019: $161,654Liabilities 2019: $65,945Net Assets 2019: $95,7092019Assets 2020: $193,222Liabilities 2020: $103,827Net Assets 2020: $89,3952020Assets 2021: $315,683Liabilities 2021: $132,275Net Assets 2021: $183,4082021Assets 2022: $449,283Liabilities 2022: $48,616Net Assets 2022: $400,6672022Assets 2023: $664,566Liabilities 2023: $15,448Net Assets 2023: $649,1182023Assets 2024: $592,399Liabilities 2024: $127Net Assets 2024: $592,2722024

Highlighted filing

2016

Assets$148,269
Liabilities$72,687
Net Assets$75,582

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,048,6722010Revenue 2011: $951,416Expenses 2011: $903,082Net Income 2011: $48,3342011Expenses 2012: $916,5642012Revenue 2013: $968,074Expenses 2013: $972,372Net Income 2013: -$4,2982013Revenue 2014: $1,003,556Expenses 2014: $1,022,379Net Income 2014: -$18,8232014Revenue 2015: $966,369Expenses 2015: $1,004,135Net Income 2015: -$37,7662015Revenue 2016: $1,018,269Expenses 2016: $997,026Net Income 2016: $21,2432016Revenue 2017: $1,095,801Expenses 2017: $1,085,695Net Income 2017: $10,1062017Revenue 2018: $1,144,345Expenses 2018: $1,130,210Net Income 2018: $14,1352018Revenue 2019: $1,190,383Expenses 2019: $1,194,497Net Income 2019: -$4,1142019Revenue 2020: $1,191,792Expenses 2020: $1,198,106Net Income 2020: -$6,3142020Revenue 2021: $1,051,244Expenses 2021: $957,231Net Income 2021: $94,0132021Revenue 2022: $1,424,474Expenses 2022: $1,207,215Net Income 2022: $217,2592022Revenue 2023: $1,828,891Expenses 2023: $1,542,436Net Income 2023: $286,4552023Revenue 2024: $1,698,380Expenses 2024: $1,708,327Net Income 2024: -$9,9472024

Highlighted filing

2016

Revenue$1,018,269
Expenses$997,026
Net Income$21,243
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$1,018,269
Mission and Program Overview

Mission

To provide rehabilitation services and training to disabled adults who require professional services to become self-sufficient and employable.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$72,676$79,258▲ $6,582
Accounts Receivable$5,253$21,330▲ $16,077
Land, Buildings, and Equipment, Net$38,985$20,457▼ $18,528
Cash and Non-Interest-Bearing Accounts$21,221$16,239▼ $4,982
Prepaid Expenses and Deferred Charges$8,173$10,235▲ $2,062
Total Assets$146,308$148,269▲ $1,961
Other Assets Total-$750-
Liabilities
Accounts Payable and Accrued Expenses$57,826$51,566▼ $6,260
Other Liabilities$34,143$21,121▼ $13,022
Total Liabilities$91,969$72,687▼ $19,282
Net Assets / Fund Balance
Unrestricted Net Assets$54,339$75,582▲ $21,243
Total Net Assets Fund Balance$54,339$75,582▲ $21,243
Total Liabilities and Net Assets / Fund Balance$146,308$148,269▲ $1,961

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,457$261,984$282,441
Compensation and Service Providers

Employees

NameTitleBaseTotal
Kris HammondChairperson$750$750
Jan FelixVice Chair$600$600

Board Members and Trustees

NameTitle
Genine FletcherBoard Member
Jacqueline OlsonExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$886,116
Program Service Revenue
$131,407
Investment Income
$746
Other Revenue
$0
All Other Contributions
$375
Change in Net Assets
$21,243

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,018,269
Total Revenue per Audited Statements
$1,018,269
Total Revenue per Form 990
$1,018,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$696,955
Other Expenses$300,071
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$503,539$21,717-$525,256
Occupancy$102,383$15,329-$117,712
Other Employee Benefits$92,924$4,467-$97,391
Payroll Taxes$37,048$2,312-$39,360
Insurance$27,214$555-$27,769
Comp Disqual Persons$15,273$5,091-$20,364
Depreciation Depletion$18,528--$18,528
Fees for Services Accounting$16,971$893-$17,864
Current Officers, Directors, Trustees, and Key Employees$9,925$4,659-$14,584
Office Expenses$12,921$557-$13,478
Travel$11,809$754-$12,563
Fees for Services Other$5,812--$5,812
Other Expenses$4,592$454-$5,046
All Other Expenses$3,745$90-$3,835
Interest$1,977--$1,977
Conferences and Meetings$1,309--$1,309
Total Functional Expenses$936,892$60,134$0$997,026

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$997,026
Total Expenses per Audited Statements$997,026
Total Expenses per Form 990$997,026
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
N/p 2013 Chevrolet Van$13,427
N/p 2012 Ford Van$7,694
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

Executive director reviews the return prior to the chairperson's signature. Prior to the preparation of the return, the board reviews the profit and loss statements monthly.

Form 990, Page 6, Part VI, Line 12C

Officers, directors and key employees are required to sign annual conflict of interest policy disclosures.

Form 990, Page 6, Part VI, Line 15A

The organization's executive director's compensation is determined by a review and approval by the organization's board of directors.

Form 990, Page 6, Part VI, Line 15B

The organization's officers- and key employees' compensation is determined by annual performance reviews based on criteria pertinent to the organization's business and organization's ability to provide an increase.

Form 990, Page 6, Part VI, Line 19

Documents including the organization's bylaws, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
South Valley Training Company
EIN
87-0425519
Phone
8015611661
Address
455 WEST 9160 SOUTH, SANDY, UT 84070

Signing Officer

Name
Jacqueline Olson
Title
Executive Director
Phone
8015611661
Signed
2017-01-19

Organization Details

Principal Officer
Jacqueline Olson
Formed
1985
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
17

Preparer

Firm
Wsrp LLC
Address
155 N 400 W STE 400, SALT LAKE CITY, UT 84103
Preparer
Douglas T Myers
Phone
8013282011
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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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IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt04144501
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0886116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0797174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0808447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0829010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0823754
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04144501
IRS990ScheduleA/TotalSupportAmt04147338
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt020457
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0261984
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0282441
IRS990ScheduleD/ExpensesSubtotalAmt0997026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013427
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17694
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P 2013 CHEVROLET VAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1N/P 2012 FORD VAN
IRS990ScheduleD/RevenueSubtotalAmt01018269
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020457
IRS990ScheduleD/TotalExpensesPerForm990Amt0997026
IRS990ScheduleD/TotalLiabilityAmt021121
IRS990ScheduleD/TotalRevenuePerForm990Amt01018269
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01018269
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0997026
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR REVIEWS THE RETURN PRIOR TO THE CHAIRPERSON'S SIGNATURE. PRIOR TO THE PREPARATION OF THE RETURN, THE BOARD REVIEWS THE PROFIT AND LOSS STATEMENTS MONTHLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST POLICY DISCLOSURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY A REVIEW AND APPROVAL BY THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S OFFICERS- AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BY ANNUAL PERFORMANCE REVIEWS BASED ON CRITERIA PERTINENT TO THE ORGANIZATION'S BUSINESS AND ORGANIZATION'S ABILITY TO PROVIDE AN INCREASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS INCLUDING THE ORGANIZATION'S BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0146308
IRS990/TotalAssetsEOYAmt0148269
IRS990/TotalAssetsGrp/BOYAmt0146308
IRS990/TotalAssetsGrp/EOYAmt0148269
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0886116
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060134
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0936892
IRS990/TotalFunctionalExpensesGrp/TotalAmt0997026
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt091969
IRS990/TotalLiabilitiesEOYAmt072687
IRS990/TotalLiabilitiesGrp/BOYAmt091969
IRS990/TotalLiabilitiesGrp/EOYAmt072687
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt075582
IRS990/TotalProgramServiceExpensesAmt0936892
IRS990/TotalProgramServiceRevenueAmt0131407
IRS990/TotalReportableCompFromOrgAmt01350
IRS990/TotalRevenueGrp/ExclusionAmt0746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0131407
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01018269
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0146308
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0148269
IRS990/TravelGrp/ManagementAndGeneralAmt0754
IRS990/TravelGrp/ProgramServicesAmt011809
IRS990/TravelGrp/TotalAmt012563
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt054339
IRS990/UnrestrictedNetAssetsGrp/EOYAmt075582
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0455 WEST 9160 SOUTH
IRS990/USAddress/CityNm0SANDY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084070
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08015611661
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH VALLEY TRAINING COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0870425519
ReturnHeader/Filer/PhoneNum08015611661
ReturnHeader/Filer/USAddress/AddressLine1Txt0455 WEST 9160 SOUTH
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870517754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WSRP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N 400 W STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084103
ReturnHeader/PreparerPersonGrp/PhoneNum08013282011
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS T MYERS
ReturnHeader/ReturnTs02017-01-19T15:35:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$1.70$1.71$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.02$0.65$1.83$1.54$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.05$0.40$1.42$1.21$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.13$0.18$1.05$0.96$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.10$0.09$1.19$1.20$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.07$0.10$1.19$1.19$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.05$0.10$1.14$1.13$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.09$0.09$1.10$1.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.07$0.08$1.02$1.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.09$0.05$0.97$1.00$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.09$0.09$1.00$1.02$0.02
2013Summary only. Only limited summary data is available for this year.$0.19$0.08$0.11$0.97$0.97$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.05$0.12$0.92
2011Summary only. Only limited summary data is available for this year.$0.12$0.04$0.09$0.95$0.90$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.05$0.04$1.05