Civic Intelligence

Roads to Independence

990 • Fiscal year 2014 • EIN 87-0660058

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

3355 Washington Blvd84401

(801) 612-3215

Siviq Scores

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

Liabilities / Assets

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.04x

Higher debt load relative to revenue than 47% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$58,651

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Assets

Up

$712,701

Up $131,504 (+23%) from 2013

Net Assets

Up

$684,548

Up $143,337 (+26%) from 2013

Liabilities

Down

$28,153

Down $11,833 (-30%) from 2013

Revenue

$797,739

No earlier filing loaded for comparison.

Expenses

Up

$654,402

Up $136,137 (+26%) from 2013

Net Income

$143,337

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $591,130Liabilities 2011: $60,830Net Assets 2011: $530,3002011Assets 2012: $606,053Liabilities 2012: $16,235Net Assets 2012: $589,8182012Assets 2013: $581,197Liabilities 2013: $39,986Net Assets 2013: $541,2112013Assets 2014: $712,701Liabilities 2014: $28,153Net Assets 2014: $684,5482014Assets 2015: $733,840Liabilities 2015: $25,083Net Assets 2015: $708,7572015Assets 2016: $827,857Liabilities 2016: $56,754Net Assets 2016: $771,1032016Assets 2017: $812,259Liabilities 2017: $36,591Net Assets 2017: $775,6682017Assets 2018: $888,630Liabilities 2018: $28,374Net Assets 2018: $860,2562018Assets 2019: $893,217Liabilities 2019: $24,639Net Assets 2019: $868,5782019Assets 2020: $1,843,364Liabilities 2020: $549,573Net Assets 2020: $1,293,7912020Assets 2021: $2,186,750Liabilities 2021: $705,004Net Assets 2021: $1,481,7462021Assets 2022: $2,484,334Liabilities 2022: $560,810Net Assets 2022: $1,923,5242022Assets 2023: $2,803,079Liabilities 2023: $574,376Net Assets 2023: $2,228,7032023

Highlighted filing

2014

Assets$712,701
Liabilities$28,153
Net Assets$684,548

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2011: $533,992Expenses 2011: $503,741Net Income 2011: $30,2512011Expenses 2012: $522,8182012Expenses 2013: $518,2652013Revenue 2014: $797,739Expenses 2014: $654,402Net Income 2014: $143,3372014Revenue 2015: $832,478Expenses 2015: $808,269Net Income 2015: $24,2092015Revenue 2016: $765,920Expenses 2016: $702,574Net Income 2016: $63,3462016Revenue 2017: $805,676Expenses 2017: $801,111Net Income 2017: $4,5652017Revenue 2018: $838,765Expenses 2018: $754,177Net Income 2018: $84,5882018Revenue 2019: $791,101Expenses 2019: $782,779Net Income 2019: $8,3222019Revenue 2020: $1,341,312Expenses 2020: $917,419Net Income 2020: $423,8932020Revenue 2021: $1,223,536Expenses 2021: $1,011,359Net Income 2021: $212,1772021Revenue 2022: $1,499,678Expenses 2022: $1,057,900Net Income 2022: $441,7782022Revenue 2023: $1,537,090Expenses 2023: $1,231,911Net Income 2023: $305,1792023

Highlighted filing

2014

Revenue$797,739
Expenses$654,402
Net Income$143,337
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$797,739
Mission and Program Overview

Mission

Provide advocacy, independent living life skills services, recreation, assistive technology and nursing home transition for people with disabilities in the community.

Provide Advocacy, Independent Living Life Skills Services, Recreation, Assistive Technology and Nursing Home Transition for People with Disabilities in the Community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$160,668$199,476▲ $38,808
Pledges and Grants Receivable$89,106$151,731▲ $62,625
Land, Buildings, and Equipment, Net$113,440$99,942▼ $13,498
Prepaid Expenses and Deferred Charges$2,571$8,660▲ $6,089
Accounts Receivable$394$1,076▲ $682
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Total Assets$581,197$712,701▲ $131,504
Other Assets Total$215,018$251,816▲ $36,798
Liabilities
Accounts Payable and Accrued Expenses$39,986$28,153▼ $11,833
Total Liabilities$39,986$28,153▼ $11,833
Net Assets / Fund Balance
Unrestricted Net Assets$541,211$663,349▲ $122,138
Temporarily Rstr Net Assets-$21,199-
Total Net Assets Fund Balance$541,211$684,548▲ $143,337
Total Liabilities and Net Assets / Fund Balance$581,197$712,701▲ $131,504

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,994$140,390$144,384
Leasehold Improvements$87,610$30,956$118,566
Other Land Buildings$8,338$4,166$12,504
Other Assets Org$35,285--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andy CurryExecutive DirectorFT$58,651$58,651

Board Members and Trustees

NameTitle
Linda CollinsChair
Kelly MountVice Chair
Dave WorthenBoard Member
David AlexanderBoard Member
Jeremy ChatelainBoard Member
John PrescottBoard Member
Mark SmithBoard Member
Todd StephensBoard Member
Tracy SocwellBoard Member
Donna McCormickSecretary
Steven SannarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$797,579
Program Service Revenue
$0
Investment Income
$160
Other Revenue
$0
All Other Contributions
$182,641
Change in Net Assets
$143,337

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$65,530
Total Noncash Contributions$65,530

Audited Revenue Reconciliation

Revenue per Audited Statements
$797,739
Revenue Not Reported on Form 990
$65,530
Total Revenue per Audited Statements
$863,269
Total Revenue per Form 990
$797,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,096
Other Expenses$268,306
Total Fundraising Expense$5,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$217,509$33,592$4,106$255,207
Payroll Taxes$66,946$5,241$51$72,238
Current Officers, Directors, Trustees, and Key Employees$49,267$7,625$1,759$58,651
Occupancy$52,987--$52,987
All Other Expenses$18,996$11,776$30$30,802
Depreciation Depletion$22,612--$22,612
Other Expenses$15,606$2,685-$15,606
Travel$10,219$2,086-$12,305
Insurance$10,552--$10,552
Advertising$7,940$2,202-$10,142
Total Functional Expenses$583,249$65,207$5,946$654,402

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$719,932
Expenses per Audited Statements$654,402
Total Expenses per Form 990$654,402
Expenses Not Reported on Form 990$65,530
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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

Reviewed by board members

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

Form is at the office and can be seen upon request

Filing and Contact Details

Filer

EIN
87-0660058
Phone
8016123215

Signing Officer

Name
Michael A Curry
Title
Executive Director
Signed
2015-02-17
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
10
Employees
0

Preparer

Preparer
Altina Stott CPA
Phone
8016272710
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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/OccupancyGrp/ProgramServicesAmt052987
IRS990/OccupancyGrp/TotalAmt052987
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0215018
IRS990/OtherAssetsTotalGrp/EOYAmt0251816
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0In Kind Expenses
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2Program Specific Expenses
IRS990/OtherExpensesGrp/Desc3Repairs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02685
IRS990/OtherExpensesGrp/ProgramServicesAmt064017
IRS990/OtherExpensesGrp/ProgramServicesAmt124455
IRS990/OtherExpensesGrp/ProgramServicesAmt222143
IRS990/OtherExpensesGrp/ProgramServicesAmt315606
IRS990/OtherExpensesGrp/TotalAmt064017
IRS990/OtherExpensesGrp/TotalAmt127140
IRS990/OtherExpensesGrp/TotalAmt222143
IRS990/OtherExpensesGrp/TotalAmt315606
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04106
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033592
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0217509
IRS990/OtherSalariesAndWagesGrp/TotalAmt0255207
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt051
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05241
IRS990/PayrollTaxesGrp/ProgramServicesAmt066946
IRS990/PayrollTaxesGrp/TotalAmt072238
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt089106
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0151731
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02571
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08660
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0649063
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt059
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0159894
IRS990/PYOtherRevenueAmt0-179464
IRS990/PYRevenuesLessExpensesAmt0-48607
IRS990/PYSalariesCompEmpBnftPaidAmt0358371
IRS990/PYTotalExpensesAmt0518265
IRS990/PYTotalRevenueAmt0469658
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0143337
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0797579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0469599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0582246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0533871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0590264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02973559
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0160
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0263
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt02973559
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0797579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0469599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0582246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0533871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0590264
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02973559
IRS990ScheduleA/TotalSupportAmt02973822
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/DonatedServicesAndUseFcltsAmt065530
IRS990ScheduleD/DonatedServicesUseFcltsAmt065530
IRS990ScheduleD/EquipmentGrp/BookValueAmt03994
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0140390
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144384
IRS990ScheduleD/ExpensesNotReportedAmt065530
IRS990ScheduleD/ExpensesSubtotalAmt0654402
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt087610
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt030956
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0118566
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1215531
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt235285
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Loan Bank Assets
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2New Choice Waivers Receivable
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08338
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04166
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012504
IRS990ScheduleD/RevenueNotReportedAmt065530
IRS990ScheduleD/RevenueSubtotalAmt0797739
IRS990ScheduleD/TotalBookValueLandBuildingsAmt099942
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0251816
IRS990ScheduleD/TotalExpensesPerForm990Amt0654402
IRS990ScheduleD/TotalRevenuePerForm990Amt0797739
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0863269
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0719932
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt065530
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form is at the office and can be seen upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.80$0.57$2.23$1.54$1.23$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.56$1.92$1.50$1.06$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.71$1.48$1.22$1.01$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.55$1.29$1.34$0.92$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.02$0.87$0.79$0.78$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.03$0.86$0.84$0.75$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.04$0.78$0.81$0.80$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.77$0.70$0.06
2015Summary only. Only limited summary data is available for this year.$0.73$0.03$0.71$0.83$0.81$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.03$0.68$0.80$0.65$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.04$0.54$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.02$0.59$0.52
2011Summary only. Only limited summary data is available for this year.$0.59$0.06$0.53$0.53$0.50$0.03
Peer Organizations

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