Civic Intelligence

Options for Independence

990 • Fiscal year 2024 • EIN 94-2929295

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

Organization ProfileWWW.OPTIONSIND.ORG
106 East 1120 NorthLogan, UT 84341

(435) 753-5353

Siviq Scores

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

Liabilities / Assets

77th percentile

0.33x

Higher debt load relative to assets than 77% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.25x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$101,306

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Flat

$929,987

Flat from 2024

Net Assets

Flat

$619,305

Flat from 2024

Liabilities

Flat

$310,682

Flat from 2024

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin45th percentile

Revenue

Flat

$1,267,721

Flat from 2024

Expenses

Flat

$1,238,347

Flat from 2024

Net Income

Flat

$29,374

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth49th 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 2024: $929,987Liabilities 2024: $310,682Net Assets 2024: $619,3052024Assets 2025: $1,037,441Liabilities 2025: $290,781Net Assets 2025: $746,6602025

Highlighted filing

2024

Assets$929,987
Liabilities$310,682
Net Assets$619,305
Open 2024 Filing

Operations Trend

Revenue Growth63rd 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 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

2024

Revenue$1,267,721
Expenses$1,238,347
Net Income$29,374
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$1,271,203
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$523,556$463,823▼ $59,733
Cash and Non-Interest-Bearing Accounts$43,847$151,670▲ $107,823
Pledges and Grants Receivable$134,951$115,231▼ $19,720
Investments in Publicly Traded Securities$84,510$91,289▲ $6,779
Other Notes and Loans Receivable, Net$13$23▲ $10
Total Assets$896,511$929,987▲ $33,476
Other Assets Total$109,634$107,951▼ $1,683
Liabilities
Mortgage Notes Payable Secured by Investment Property$290,456$283,954▼ $6,502
Accounts Payable and Accrued Expenses$18,050$26,728▲ $8,678
Total Liabilities$308,506$310,682▲ $2,176
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$490,458$591,874▲ $101,416
Net Assets With Donor Restrictions$97,547$27,431▼ $70,116
Total Net Assets Fund Balance$588,005$619,305▲ $31,300
Total Liabilities and Net Assets / Fund Balance$896,511$929,987▲ $33,476

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$286,250$171,750$458,000
Other Land Buildings$149,441$290,020$439,461
Leasehold Improvements$28,132$69,248$97,380
Equipment-$91,544$91,544
Other Assets Org$107,951--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023--▲ $6,815-$91,289
2022$42,552$40,000▲ $2,257-$84,510
2021$90,308-▼ $7,644$-40,000$42,552
2020$46,003$30,000▲ $14,363-$90,308
2019$67,922-▼ $3,208$-16,983$46,002
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl AtwoodExecutive DiFT$97,639$3,667$101,306
Tami PorterFiscal Offic-$50,760$1,458$52,218

Board Members and Trustees

NameTitle
Alma J BurgessPresident
Brittany CoxBoard Member
Jaden MillerBoard Member
Alysha AuddVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,266,163
Program Service Revenue
$0
Investment Income
$1,558
Other Revenue
$0
All Other Contributions
$99,023
Change in Net Assets
$29,374

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,267,721
Total Revenue per Audited Statements
$1,267,721
Total Revenue per Form 990
$1,267,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$843,049
Other Expenses$395,298
Total Fundraising Expense$1,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$593,805$150,242$1,417$745,464
Fees for Services Other$98,050$18,085-$116,135
Payroll Taxes$71,686$25,516$383$97,585
Depreciation Depletion$56,251--$56,251
Occupancy$27,150$19,714-$46,864
Office Expenses$8,465$20,672-$29,137
Interest-$20,702-$20,702
All Other Expenses$8,443$9,486-$17,929
Travel$13,860$2,945-$16,805
Other Expenses$9,924$2,612-$12,536
Insurance-$6,438-$6,438
Conferences and Meetings$4,952--$4,952
Total Functional Expenses$958,012$278,535$1,800$1,238,347

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,238,347
Total Expenses per Audited Statements$1,238,347
Total Expenses per Form 990$1,238,347
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 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
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 84341

Signing Officer

Name
Cheryl Atwood
Title
Executive Director
Phone
4357535353
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Atwood
Formed
1983
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
4
Employees
22

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.”

Raw XML Appendix394 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt040000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-40000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-58
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014363
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-1729
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt091544
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt069248
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0107951
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LOAN BANK INVENTORY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0149441
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0290020
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0439461
IRS990ScheduleD/RevenueSubtotalAmt01267721
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0463823
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0107951
IRS990ScheduleD/TotalExpensesPerForm990Amt01238347
IRS990ScheduleD/TotalRevenuePerForm990Amt01267721
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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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL ATWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04357535353
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIONS FOR INDEPENDENCE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870532186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ULRICH & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04991 S HARRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
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ReturnHeader/PreparerPersonGrp/PhoneNum08016272100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER CHRISTOPHERSON
ReturnHeader/ReturnTs02024-11-13T15:51:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,987
Liabilities
$310,682
Net assets
$619,305
Revenue
$1,267,721
Expenses
$1,238,347
Net income
$29,374
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
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.31$0.62$1.27$1.24$0.03
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