Civic Intelligence

Options for Independence

990 • Fiscal year 2017 • EIN 94-2929295

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 29, 2018

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

82nd percentile

0.43x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.52x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$875,470

Down $28,715 (-3.2%) from 2016

Net Assets

Up

$498,555

Up $14,172 (+2.9%) from 2016

Liabilities

Down

$376,915

Down $42,887 (-10%) from 2016

Revenue

Up

$727,612

Up $8,099 (+1.1%) from 2016

Expenses

Up

$718,395

Up $21,489 (+3.1%) from 2016

Net Income

Down

$9,217

Down $13,390 (-59%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$875,470
Liabilities$376,915
Net Assets$498,555

Operations Trend

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

2017

Revenue$727,612
Expenses$718,395
Net Income$9,217
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.1
Gross Receipts
$727,612
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$668,141$623,069▼ $45,072
Pledges and Grants Receivable$74,889$76,934▲ $2,045
Investments in Publicly Traded Securities$76,127$64,300▼ $11,827
Prepaid Expenses and Deferred Charges-$12,784-
Total Assets$904,185$875,470▼ $28,715
Other Assets Total$85,028$98,383▲ $13,355
Liabilities
Mortgage Notes Payable Secured by Investment Property$392,462$371,800▼ $20,662
Accounts Payable and Accrued Expenses$19,418$3,505▼ $15,913
Other Liabilities$7,922$1,610▼ $6,312
Total Liabilities$419,802$376,915▼ $42,887
Net Assets / Fund Balance
Unrestricted Net Assets$398,358$422,715▲ $24,357
Permanently Rstr Net Assets$70,151$71,102▲ $951
Temporarily Rstr Net Assets$15,874$4,738▼ $11,136
Total Net Assets Fund Balance$484,383$498,555▲ $14,172
Total Liabilities and Net Assets / Fund Balance$904,185$875,470▼ $28,715

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$393,117$64,883$458,000
Other Land Buildings$-62,079$62,079-
Equipment$-112,044$112,044-
Leasehold Improvements$-46,036$46,036-
Other Assets Org$98,383--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$76,127-▲ $9,505$-21,332$64,300
2015$76,127-▼ $994-$76,127
2014$86,817-▼ $9,696-$77,121
2013$75,753-▲ $11,064-$86,817
2012$95,015-▲ $10,748$-29,995$75,753
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl AtwoodExecutive DiPT$72,043$2,109$74,152
Tami PorterFiscal Offic-$22,228$613$22,841

Board Members and Trustees

NameTitle
Alma J BurgessPresident
Gail BartholomewBoard Member
Gordon RichinsBoard Member
Paula BartholomewTreasurer
Christopher DoddsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$723,053
Program Service Revenue
$0
Investment Income
$4,559
Other Revenue
$0
All Other Contributions
$52,119
Change in Net Assets
$9,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$727,612
Total Revenue per Audited Statements
$727,612
Total Revenue per Form 990
$727,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$495,659
Other Expenses$222,736
Total Fundraising Expense$706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$300,123$74,474$556$375,153
Other Employee Benefits$61,868$16,400-$78,268
Depreciation Depletion$41,700$9,572-$51,272
Payroll Taxes$27,994$6,782$150$34,926
Travel$19,310$5,536-$24,846
Interest$22,482--$22,482
Occupancy$16,653$2,978-$19,631
Office Expenses$15,139$3,969-$19,108
All Other Expenses$7,744$6,730-$14,474
Fees for Services Other$11,773--$11,773
Pension Plan Contributions$5,861$1,451-$7,312
Other Expenses$12,016$6,672-$6,672
Insurance$3,841$731-$4,572
Conferences and Meetings-$2,191-$2,191
Total Functional Expenses$569,380$148,309$706$718,395

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$718,395
Total Expenses per Audited Statements$718,395
Total Expenses per Form 990$718,395
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
Checks Written in Excess of Cash$1,610
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
2018-01-29
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
17

Preparer

Firm
Ulrich & Associates Pc
Address
4991 S HARRISON BLVD, OGDEN, UT 84403
Preparer
Heather Christopherson
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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt077121
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt086817
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011064
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-15
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt062079
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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
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IRS990/USAddress/AddressLine1Txt011 WEST 8900 SOUTH
IRS990/USAddress/CityNm0PARADISE
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084328
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.OPTIONSIND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL ATWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04357535353
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EAC5729A9343A1F2A7BC6302DFD3CA1240AEDAC9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02EA79901E4DAB786DD1364194C176DF8803C4A8C
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/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER CHRISTOPHERSON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)3 • $500k-$1M nonprofits