Civic Intelligence

Options for Independence

990 • Fiscal year 2015 • EIN 94-2929295

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization ProfileWWW.OPTIONSIND.ORG
106 East 1120 NorthLogan, UT 84321

(435) 753-5353

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.49x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.61x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

54th percentile

4.4%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

1.2%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$900,790

Up $16,448 (+1.9%) from 2014

Net Assets

Up

$457,393

Up $27,249 (+6.3%) from 2014

Liabilities

Down

$443,397

Down $10,801 (-2.4%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin54th percentile

Revenue

Up

$722,668

Up $8,343 (+1.2%) from 2014

Expenses

Up

$690,543

Up $20,593 (+3.1%) from 2014

Net Income

Down

$32,125

Down $12,250 (-28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $281,125Liabilities 2011: $32,774Net Assets 2011: $248,3512011Assets 2012: $287,279Liabilities 2012: $52,988Net Assets 2012: $234,2912012Assets 2013: $771,939Liabilities 2013: $462,628Net Assets 2013: $309,3112013Assets 2014: $884,342Liabilities 2014: $454,198Net Assets 2014: $430,1442014Assets 2015: $900,790Liabilities 2015: $443,397Net Assets 2015: $457,3932015Assets 2016: $904,185Liabilities 2016: $419,802Net Assets 2016: $484,3832016Assets 2017: $875,470Liabilities 2017: $376,915Net Assets 2017: $498,5552017Assets 2018: $991,998Liabilities 2018: $371,173Net Assets 2018: $620,8252018Assets 2019: $890,260Liabilities 2019: $363,814Net Assets 2019: $526,4462019Assets 2020: $891,985Liabilities 2020: $340,274Net Assets 2020: $551,7112020Assets 2021: $934,281Liabilities 2021: $340,337Net Assets 2021: $593,9442021Assets 2022: $940,128Liabilities 2022: $327,191Net Assets 2022: $612,9372022Assets 2023: $896,511Liabilities 2023: $308,506Net Assets 2023: $588,0052023Assets 2024: $929,987Liabilities 2024: $310,682Net Assets 2024: $619,3052024Assets 2025: $1,037,441Liabilities 2025: $290,781Net Assets 2025: $746,6602025

Highlighted filing

2015

Assets$900,790
Liabilities$443,397
Net Assets$457,393
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $657,078Expenses 2011: $694,284Net Income 2011: -$37,2062011Expenses 2012: $673,8152012Expenses 2013: $642,7832013Revenue 2014: $714,325Expenses 2014: $669,950Net Income 2014: $44,3752014Revenue 2015: $722,668Expenses 2015: $690,543Net Income 2015: $32,1252015Revenue 2016: $719,513Expenses 2016: $696,906Net Income 2016: $22,6072016Revenue 2017: $727,612Expenses 2017: $718,395Net Income 2017: $9,2172017Revenue 2018: $877,338Expenses 2018: $757,669Net Income 2018: $119,6692018Revenue 2019: $762,086Expenses 2019: $857,552Net Income 2019: -$95,4662019Revenue 2020: $924,846Expenses 2020: $882,565Net Income 2020: $42,2812020Revenue 2021: $999,264Expenses 2021: $968,559Net Income 2021: $30,7052021Revenue 2022: $1,092,057Expenses 2022: $1,062,170Net Income 2022: $29,8872022Revenue 2023: $1,085,887Expenses 2023: $1,108,411Net Income 2023: -$22,5242023Revenue 2024: $1,267,721Expenses 2024: $1,238,347Net Income 2024: $29,3742024Revenue 2025: $1,272,206Expenses 2025: $1,123,948Net Income 2025: $148,2582025

Highlighted filing

2015

Revenue$722,668
Expenses$690,543
Net Income$32,125
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v6.0
Gross Receipts
$722,668
Mission and Program Overview

Mission

Options for independence is a utah not-for-profit corporation organized for the purpose of providng services, skills training and support to people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$618,832$577,372▼ $41,460
Prepaid Expenses and Deferred Charges$7,845$93,691▲ $85,846
Investments in Publicly Traded Securities$86,817$77,121▼ $9,696
Pledges and Grants Receivable$50,288$59,025▲ $8,737
Cash and Non-Interest-Bearing Accounts$45,760$7,607▼ $38,153
Total Assets$884,342$900,790▲ $16,448
Other Assets Total$74,800$85,974▲ $11,174
Liabilities
Mortgage Notes Payable Secured by Investment Property$428,728$411,337▼ $17,391
Accounts Payable and Accrued Expenses$25,470$32,060▲ $6,590
Total Liabilities$454,198$443,397▼ $10,801
Net Assets / Fund Balance
Unrestricted Net Assets$344,726$371,439▲ $26,713
Permanently Rstr Net Assets$70,220$70,250▲ $30
Temporarily Rstr Net Assets$15,198$15,704▲ $506
Total Net Assets Fund Balance$430,144$457,393▲ $27,249
Total Liabilities and Net Assets / Fund Balance$884,342$900,790▲ $16,448

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$423,650$34,350$458,000
Leasehold Improvements$118,971$26,623$145,594
Equipment$10,021$107,038$117,059
Other Land Buildings$24,730$26,435$51,165
Other Assets Org$85,974--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$86,817-▼ $9,696-$77,121
2013$75,753-▲ $11,064-$86,817
2012$95,015-▲ $10,748$-29,995$75,753
2011$90,237-▲ $4,824-$95,015
2010$117,910-▲ $6,722$-34,339$90,237
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Cheryl AtwoodExecutive DiFT$69,364$69,364
Tami PorterFiscal OfficPT$20,189$20,189

Board Members and Trustees

NameTitle
Alma J BurgessPresident
Gail BartholomewDirector
Paula BartholomewTreasurer
Christopher DoddsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$717,463
Program Service Revenue
$0
Investment Income
$5,205
Other Revenue
$0
All Other Contributions
$42,035
Change in Net Assets
$32,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$722,668
Revenue Not Reported on Form 990
$-4,876
Total Revenue per Audited Statements
$717,792
Total Revenue per Form 990
$722,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$488,156
Other Expenses$202,387
Total Fundraising Expense$2,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$285,490$85,031$2,138$372,659
Other Employee Benefits$62,703$16,402$397$79,502
Depreciation Depletion$33,168$8,292-$41,460
Payroll Taxes$28,389$7,426$180$35,995
Occupancy$22,071$4,937-$27,008
Office Expenses$20,616$5,371-$25,987
Interest-$20,067-$20,067
Travel$13,563$2,889-$16,452
Fees for Services Other$9,124--$9,124
All Other Expenses$2,067$4,719-$6,786
Insurance$3,983$759-$4,742
Conferences and Meetings-$3,066-$3,066
Other Expenses$2,539$347-$2,886
Total Functional Expenses$528,522$159,306$2,715$690,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$690,543
Total Expenses per Audited Statements$690,543
Total Expenses per Form 990$690,543
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the board of directors in a board meeting prior to the filing of the form.”

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

“Conflict of interest policy is outlined in the employee handbook and activities are constantly monitored by asking of any conflicts. Failure to comply results in disciplinary action and possible termination.”

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

“All compensation is reviewed and approved by awarding agencies prior to the beginning of the fiscal year.”

Form 990, Page 6, Part VI, Line 19

“The organization makes governing documents, conflict of interest policies and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Options for Independence
EIN
94-2929295
Phone
4357535353
Address
106 EAST 1120 NORTH, LOGAN, UT 84321

Signing Officer

Name
Cheryl Atwood
Title
Executive Director
Phone
4357535353
Signed
2015-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Atwood
Formed
1983
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
18

Preparer

Firm
Ulrich & Associates Pc
Address
4991 S HARRISON BLVD, OGDEN, UT 84403
Preparer
Michael Ulrich
Phone
8016272100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Options for independence is organized for the purpose of providing services, skills training and support to people with disabilities in the northern utah region.”

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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/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06206
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027896
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99190
IRS990ScheduleA/PublicSupportPY170Pct00.99100
IRS990ScheduleA/PublicSupportTotal170Amt03433277
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0717463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0708560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0705333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0651711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0650210
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03433277
IRS990ScheduleA/TotalSupportAmt03461173
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0423650
IRS990ScheduleD/BuildingsGrp/DepreciationAmt034350
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0458000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt086817
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077121
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt075753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt086817
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011064
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-15
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt095015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt075753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-29995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-46
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt090237
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt095015
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04824
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-56
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0117910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt090237
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-34339
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt010021
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0107038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0117059
IRS990ScheduleD/ExpensesSubtotalAmt0690543
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0118971
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026623
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0145594
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4876
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt085974
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LOAN BANK INVENTORY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024730
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt026435
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051165
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91000
IRS990ScheduleD/RevenueNotReportedAmt0-4876
IRS990ScheduleD/RevenueSubtotalAmt0722668
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0577372
IRS990ScheduleD/TotalBookValueOtherAssetsAmt085974
IRS990ScheduleD/TotalExpensesPerForm990Amt0690543
IRS990ScheduleD/TotalRevenuePerForm990Amt0722668
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0717792
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0690543
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPTIONS FOR INDEPENDENCE IS ORGANIZED FOR THE PURPOSE OF PROVIDING SERVICES, SKILLS TRAINING AND SUPPORT TO PEOPLE WITH DISABILITIES IN THE NORTHERN UTAH REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS IN A BOARD MEETING PRIOR TO THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS OUTLINED IN THE EMPLOYEE HANDBOOK AND ACTIVITIES ARE CONSTANTLY MONITORED BY ASKING OF ANY CONFLICTS. FAILURE TO COMPLY RESULTS IN DISCIPLINARY ACTION AND POSSIBLE TERMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION IS REVIEWED AND APPROVED BY AWARDING AGENCIES PRIOR TO THE BEGINNING OF THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015198
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015704
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0884342
IRS990/TotalAssetsEOYAmt0900790
IRS990/TotalAssetsGrp/BOYAmt0884342
IRS990/TotalAssetsGrp/EOYAmt0900790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0717463
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02715
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0159306
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0528522
IRS990/TotalFunctionalExpensesGrp/TotalAmt0690543
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0454198
IRS990/TotalLiabilitiesEOYAmt0443397
IRS990/TotalLiabilitiesGrp/BOYAmt0454198
IRS990/TotalLiabilitiesGrp/EOYAmt0443397
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0457393
IRS990/TotalProgramServiceExpensesAmt0528522
IRS990/TotalReportableCompFromOrgAmt089553
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05205
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0722668
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0884342
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0900790
IRS990/TravelGrp/ManagementAndGeneralAmt02889
IRS990/TravelGrp/ProgramServicesAmt013563
IRS990/TravelGrp/TotalAmt016452
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0344726
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0371439
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 WEST 8900
IRS990/USAddress/CityNm0PARADISE
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084328
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.OPTIONSIND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL ATWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04357535353
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIONS FOR INDEPENDENCE
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0942929295
ReturnHeader/Filer/PhoneNum04357535353
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 EAST 1120 NORTH
ReturnHeader/Filer/USAddress/CityNm0LOGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084321
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870532186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ULRICH & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04991 S HARRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084403
ReturnHeader/PreparerPersonGrp/PhoneNum08016272100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ULRICH
ReturnHeader/ReturnTs02016-01-19T17:46:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,790
Liabilities
$443,397
Net assets
$457,393
Revenue
$722,668
Expenses
$690,543
Net income
$32,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.29$0.75$1.27$1.12$0.15
2024Summary only. Only limited summary data is available for this year.$0.93$0.31$0.62$1.27$1.24$0.03
2023Summary only. Only limited summary data is available for this year.$0.90$0.31$0.59$1.09$1.11$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.33$0.61$1.09$1.06$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.34$0.59$1.00$0.97$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.34$0.55$0.92$0.88$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.36$0.53$0.76$0.86$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.37$0.62$0.88$0.76$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.38$0.50$0.73$0.72$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.42$0.48$0.72$0.70$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.44$0.46$0.72$0.69$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.45$0.43$0.71$0.67$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.46$0.31$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.05$0.23$0.67
2011Summary only. Only limited summary data is available for this year.$0.28$0.03$0.25$0.66$0.69$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits