Civic Intelligence

Institute for Continued Learning

990EZ • Fiscal year 2023 • EIN 87-0603124

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 03, 2023

658 E 200 SSaint George, UT 84770

(630) 337-1444

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$10,094

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-30%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-37%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$66,647

Down $28,645 (-30%) from 2022

Net Assets

Down

$66,555

Down $28,737 (-30%) from 2022

Liabilities

Up

$92

Up $92 from 2022

Revenue

Down

$65,505

Down $38,636 (-37%) from 2022

Expenses

Up

$94,242

Up $20,391 (+28%) from 2022

Net Income

Down

-$28,737

Down $59,027 (-195%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $44,663Liabilities 2018: $832018Assets 2019: $44,020Liabilities 2019: $02019Assets 2020: $73,516Liabilities 2020: $02020Assets 2021: $71,494Liabilities 2021: $6,4922021Assets 2022: $95,292Liabilities 2022: $0Net Assets 2022: $95,2922022Assets 2023: $66,647Liabilities 2023: $92Net Assets 2023: $66,5552023Assets 2024: $90,658Liabilities 2024: $0Net Assets 2024: $90,6582024Assets 2025: $123,965Liabilities 2025: $3,318Net Assets 2025: $120,6472025

Highlighted filing

2023

Assets$66,647
Liabilities$92
Net Assets$66,555

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2018: $43,856Expenses 2018: $52,309Net Income 2018: -$8,4532018Revenue 2019: $56,294Expenses 2019: $56,854Net Income 2019: -$5602019Revenue 2020: $76,966Expenses 2020: $47,470Net Income 2020: $29,4962020Revenue 2021: $43,699Expenses 2021: $52,213Net Income 2021: -$8,5142021Revenue 2022: $104,141Expenses 2022: $73,851Net Income 2022: $30,2902022Revenue 2023: $65,505Expenses 2023: $94,242Net Income 2023: -$28,7372023Revenue 2024: $102,870Expenses 2024: $78,762Net Income 2024: $24,1082024Revenue 2025: $152,104Expenses 2025: $122,115Net Income 2025: $29,9892025

Highlighted filing

2023

Revenue$65,505
Expenses$94,242
Net Income-$28,737
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$65,505
Mission and Program Overview

Mission

Promote healthy lives for retirees & srs

Program Services

DescriptionGrantsExpenses
DURING THE 2022-2023 FISCAL YEAR, ICL OFFERED 144 CLASSES TO 874 PAYING MEMBERS. CLASSES ARE TAUGHT BY VOLUNTEERS. ICL ALSO SPONSORED 3 CLUBS FOR 140 PAYING CLUB MEMBERS.-$33,844
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ROBERT KRAMERDirectorPT$10,094-$10,094
MARY ANNE EVANSOffice ManagerPT$7,372-$7,372
LINDA NEFFOffice ManagerPT$6,562-$6,562
KIM BORGMEYERPresidentPT$0--
DR WAYNE STUCKIVice PresidentPT$0--
MARY MARKESONTreasurer-$0--
CYNTHIA HOLMAN-SCHMIDTSecretary-$0--
RUSS STEVENSONPast President-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Continued Learning
EIN
87-0603124
Address
658 E 200 S, SAINT GEORGE, UT 84770

Signing Officer

Name
Kim Borgmeyer
Title
President
Phone
4356527670
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hankison Accounting
Address
1790 W Heatherglen Drive, St George, UT 84790
Preparer
Jane M Hankison
Phone
6303371444
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountadvertising & publicity 14,777office expense 2,971telephone 313council retreat 30depreciation 521dues & subscriptions 1,045miscellaneous 176program expenses 33,844

Description of other assets Part II line 24

Category beginning of year end of yearfurniture and fixtures net 521 0

Description of total liabilities Part II line 26

Category beginning of year end of yearcredit card 0 92

Raw XML Appendix196 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAINT GEORGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM BORGMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR WAYNE STUCKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY MARKESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNTHIA HOLMAN-SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR ROBERT KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY ANNE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA NEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUSS STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OFFICE MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6OFFICE MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0521
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt053677
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE HEALTHY LIVES FOR RETIREES & SRS
IRS990EZ/PrintingPublicationsPostageAmt04061
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033844
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt035762
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094242
IRS990EZ/TotalProgramServiceExpensesAmt033844
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0322717
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0810
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056115
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067393
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0375859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING & PUBLICITY 14,777OFFICE EXPENSE 2,971TELEPHONE 313COUNCIL RETREAT 30DEPRECIATION 521DUES & SUBSCRIPTIONS 1,045MISCELLANEOUS 176PROGRAM EXPENSES 33,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARFURNITURE AND FIXTURES NET 521 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD 0 92
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM BORGMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04356527670
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR CONTINUED LEARNING
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0870603124
ReturnHeader/Filer/USAddress/AddressLine1Txt0658 E 200 S
ReturnHeader/Filer/USAddress/CityNm0SAINT GEORGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084770
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830266364
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01790 W Heatherglen Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St George
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084790
ReturnHeader/PreparerPersonGrp/PhoneNum06303371444
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane M Hankison
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-03T22:38:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORGMEYER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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