Civic Intelligence

Intermountain Therapy Animals

990 • Fiscal year 2019 • EIN 87-0517629

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 25, 2020

PO Box 17201Salt Lake City, UT 84117-0201

(801) 272-3439

Siviq Scores

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

Liabilities / Assets

91st percentile

0.82x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.17x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

6th percentile

-31%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

9.0%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$107,891

Down $48,108 (-31%) from 2018

Net Assets

Down

$19,818

Down $81,808 (-80%) from 2018

Liabilities

Up

$88,073

Up $33,700 (+62%) from 2018

Revenue

Up

$513,983

Up $42,379 (+9.0%) from 2018

Expenses

Up

$574,309

Up $103,550 (+22%) from 2018

Net Income

Down

-$60,326

Down $61,171 (-7239%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $74,847Liabilities 2011: $38,238Net Assets 2011: $36,6092011Assets 2012: $85,462Liabilities 2012: $44,527Net Assets 2012: $40,9352012Assets 2013: $71,042Liabilities 2013: $54,517Net Assets 2013: $16,5252013Assets 2014: $218,044Liabilities 2014: $60,503Net Assets 2014: $157,5412014Assets 2015: $203,285Liabilities 2015: $46,019Net Assets 2015: $157,2662015Assets 2016: $169,080Liabilities 2016: $33,301Net Assets 2016: $135,7792016Assets 2017: $146,483Liabilities 2017: $45,702Net Assets 2017: $100,7812017Assets 2018: $155,999Liabilities 2018: $54,373Net Assets 2018: $101,6262018Assets 2019: $107,891Liabilities 2019: $88,073Net Assets 2019: $19,8182019Assets 2020: $179,225Liabilities 2020: $101,244Net Assets 2020: $77,9812020Assets 2021: $345,452Liabilities 2021: $176,366Net Assets 2021: $169,0862021Assets 2022: $245,130Liabilities 2022: $71,349Net Assets 2022: $173,7812022Assets 2023: $283,366Liabilities 2023: $78,561Net Assets 2023: $204,8052023Assets 2024: $270,406Liabilities 2024: $72,619Net Assets 2024: $197,7872024

Highlighted filing

2019

Assets$107,891
Liabilities$88,073
Net Assets$19,818

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $308,865Expenses 2011: $367,529Net Income 2011: -$58,6642011Revenue 2012: $399,024Expenses 2012: $394,698Net Income 2012: $4,3262012Revenue 2013: $423,032Expenses 2013: $447,442Net Income 2013: -$24,4102013Revenue 2014: $593,105Expenses 2014: $452,089Net Income 2014: $141,0162014Revenue 2015: $461,812Expenses 2015: $462,087Net Income 2015: -$2752015Revenue 2016: $423,000Expenses 2016: $444,487Net Income 2016: -$21,4872016Revenue 2017: $428,602Expenses 2017: $463,600Net Income 2017: -$34,9982017Revenue 2018: $471,604Expenses 2018: $470,759Net Income 2018: $8452018Revenue 2019: $513,983Expenses 2019: $574,309Net Income 2019: -$60,3262019Revenue 2020: $534,168Expenses 2020: $494,214Net Income 2020: $39,9542020Revenue 2021: $443,278Expenses 2021: $403,314Net Income 2021: $39,9642021Revenue 2022: $440,591Expenses 2022: $361,880Net Income 2022: $78,7112022Revenue 2023: $558,751Expenses 2023: $529,151Net Income 2023: $29,6002023Revenue 2024: $542,226Expenses 2024: $548,986Net Income 2024: -$6,7602024

Highlighted filing

2019

Revenue$513,983
Expenses$574,309
Net Income-$60,326
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 25, 2020
Return Version
2019v5.1
Gross Receipts
$532,088
Mission and Program Overview

Mission

Enhancing quality of life through the human-animal bond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$108,653$91,055▼ $17,598
Land, Buildings, and Equipment, Net$12,743$7,627▼ $5,116
Inventories for Sale or Use$9,866$7,041▼ $2,825
Prepaid Expenses and Deferred Charges$2,425$2,425→ $0
Investments in Publicly Traded Securities$1,156--
Accounts Receivable$21,156$-257▼ $21,413
Total Assets$155,999$107,891▼ $48,108
Liabilities
Accounts Payable and Accrued Expenses$54,373$88,073▲ $33,700
Total Liabilities$54,373$88,073▲ $33,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,626$19,818▼ $81,808
Total Net Assets Fund Balance$101,626$19,818▼ $81,808
Total Liabilities and Net Assets / Fund Balance$155,999$107,891▼ $48,108

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,073$49,209$55,282
Other Land Buildings$1,554$36,800$38,354
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy KlotzEx. DirectorFT$78,000$78,000

Board Members and Trustees

NameTitle
Jane Lee FischerChairman
Peggy ChuddVice President
Amanda ChoudharyTrustee
Becky ButlerTrustee
Jane PetersonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$435,095
Program Service Revenue
$41,545
Investment Income
$60
Other Revenue
$37,283
All Other Contributions
$285,592
Change in Net Assets
$-60,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$364,009
Other Expenses$210,300
Total Fundraising Expense$5,473
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,593$110,459$2,273$227,325
Current Officers, Directors, Trustees, and Key Employees$70,200$7,020$780$78,000
Occupancy$50,198$5,020$558$55,776
All Other Expenses$32,766$1,425$158$34,349
Other Employee Benefits$26,931$2,693$299$29,923
Payroll Taxes$25,885$2,588$288$28,761
Fees for Services Management$23,976$2,398$266$26,640
Office Expenses$10,645$1,064$118$11,827
Information Technology$9,298$930$103$10,331
Payments to Affiliates$8,182$0$0$8,182
Fees for Services Accounting$5,423$542$60$6,025
Fees for Services Legal$5,222$522$58$5,802
Insurance$4,927$493$55$5,475
Other Expenses$4,812$481$53$5,346
Depreciation Depletion$4,807$481$53$5,341
Travel$3,506$351$39$3,896
Advertising$3,001$300$33$3,334
Conferences and Meetings$2,849$285$32$3,166
Total Functional Expenses$429,551$139,285$5,473$574,309
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,628
Fundraising Direct Expenses$4,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$95,116$70,242$4,783$65,459
Family Dog$12,856$12,676$47$12,629
Total Events$113,859$87,673$41,324$46,349
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Intermountain Therapy Animals
EIN
87-0517629
Phone
8012723439
Address
PO Box 17201, Salt Lake City, UT 84117-0201

Signing Officer

Name
Kathy Klotz
Title
Executive Director
Phone
8012723439
Signed
2020-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Klotz
Formed
1993
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
8
Volunteers
360

Preparer

Firm
Premier CPAs Inc
Address
7086 HIGHLAND DR Suite 200, SALT LAKE CITY, UT 84121
Preparer
Dean G Duncan CPA
Phone
8019444020
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The executive committee members review the Form 990. Their approval is obtained before filing.

Pt VI, Line 12C

Annually a conflict of interest form is read, adherence to provision of the policy are noted on the form and it is signed and retained. The organization is so small that conflicts would be readily noticed and once noticed action to enforce the conflict would be taken by the Board.

Pt VI, Line 15A

Not a formal process but the executive committee has discussion for the executive director who has the highest compensation. Other employee salaries are small and well within the range or below market in the agency's service area. Committee does comparison of director salary to those known but all is informal.

Pt VI, Line 15B

See answer to question 15a.

Pt VI, Line 19

The charity always invites members annually, and at each volunteer orientation, to examine any governing docs, policies, and financial statements whenever they desire, but nothing has been published anywhere. Some charity monitoring groups have published the Form 990.

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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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IRS990/PayrollTaxesGrp/FundraisingAmt0288
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IRS990/PrincipalOfficerNm0Kathy Klotz
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IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0Member Workshops
IRS990/ProgramServiceRevenueGrp/Desc1R.E.A.D. Program
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119899
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0Reading education assistance dogs ("R.E.A.D.") -This program has grown way beyond the organization's local service territory. The organization has trained and registered almost 6,000 volunteer therapy teams in all 50 states and 25 additional countries to provide reading support programs, utilizing therapy animals as reading companions, in school, libraries and other settings. The organization service includes training, facilitating and supporting all these teams around the country and the world.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022506
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt061217
IRS990/ProgSrvcAccomActy3Grp/Desc0Associates - because the organization has been very successful in its work and has standards that are now recognized around the country, the organization has had more than a dozen colleage therapy groups who have asked to make use of its training and testing protocols. The organization currently has 21 such groups in 17 other states. While supporting them does not take as much time as supporting its own teams, the organization does provide training manuals, travel to some locations to conduct workshops and team screenings, and otherwise provide facilitation and "customer support" to these groups
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06329
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt036106
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IRS990/PYContributionsGrantsAmt0371727
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IRS990/PYInvestmentIncomeAmt0257
IRS990/PYOtherExpensesAmt0170659
IRS990/PYOtherRevenueAmt017892
IRS990/PYProgramServiceRevenueAmt081728
IRS990/PYRevenuesLessExpensesAmt0845
IRS990/PYSalariesCompEmpBnftPaidAmt0300100
IRS990/PYTotalExpensesAmt0470759
IRS990/PYTotalRevenueAmt0471604
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IRS990/ReconcilationRevenueExpnssAmt0-60326
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0410780
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0300602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0317256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0289705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0346437
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IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0300602
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0289705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0346437
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01597972
IRS990ScheduleA/TotalSupportAmt01598515
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt049209
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055282
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01554
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036800
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038354
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07627
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt026186
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024874
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0180
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041324
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Family Dog
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012452
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0861
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0113859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087673
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046349
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0829
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04783
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt047
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.73$1.98$5.42$5.49$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.79$2.05$5.59$5.29$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.71$1.74$4.41$3.62$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$1.76$1.69$4.43$4.03$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$1.01$0.78$5.34$4.94$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.88$0.20$5.14$5.74$0.60
2018Summary only. Only limited summary data is available for this year.$1.56$0.54$1.02$4.72$4.71$0.01
2017Summary only. Only limited summary data is available for this year.$1.46$0.46$1.01$4.29$4.64$0.35
2016Summary only. Only limited summary data is available for this year.$1.69$0.33$1.36$4.23$4.44$0.21
2015Summary only. Only limited summary data is available for this year.$2.03$0.46$1.57$4.62$4.62$0.00
2014Summary only. Only limited summary data is available for this year.$2.18$0.61$1.58$5.93$4.52$1.41
2013Summary only. Only limited summary data is available for this year.$0.71$0.55$0.17$4.23$4.47$0.24
2012Summary only. Only limited summary data is available for this year.$0.85$0.45$0.41$3.99$3.95$0.04
2011Summary only. Only limited summary data is available for this year.$0.75$0.38$0.37$3.09$3.68$0.59