Acclivus INC FY2020 filing

Tax-deductible

Chicago, IL501(c)(3)Since 2010Health CareEIN 27-3108215Revenue $4.0M in FY2020

On file with the IRSacclivusinc.org1640 W Roosevelt Rd Ste 608, 60608-1316 · Chicago, ILTax-exempt since Sep 2018Publicly supported charity — 170(b)(1)(A)(vi)

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To support community health and well-being for chicago area populations at risk for violence and other negative health outcomes.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$340K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $235K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$340K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $350K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.0M
91% of total assets
Concern: liabilities are 91% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.0M
+137% vs prior year
Spent
$3.8M
To programs
92%
Net assets
$202K
By yearFY2019–FY2023
Revenue
$4.0M
FY2020▲ +137%
Tap a bar for its year
Revenue by fiscal year
FY2019$1.7M
FY2020$4.0M
FY2021$9.4M
FY2022$10.0M
FY2023$13.5M
Expenses
$3.8M
FY2020▲ +128%
Tap a bar for its year
Expenses by fiscal year
FY2019$1.7M
FY2020$3.8M
FY2021$8.3M
FY2022$10.1M
FY2023$13.5M
Net assets
$202K
FY2020▲ ×12
Tap a bar for its year
Net assets by fiscal year
FY2019$17K
FY2020$202K
FY2021$1.3M
FY2022$1.2M
FY2023$1.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Exemption reinstated (2013-11-15). Per the IRS revocation list. Latest filing on record: FY2023. IRS ruling in Sep 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $3.5M Management & general 8% · $308K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $340K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Operating Officer
$118,814Pt VII · Sec A
Chief Executive Officer
$117,706Pt VII · Sec A
Community Engagement Director
$103,920Pt VII · Sec A

Sheila Regan’s $158K as Chief Operating Officer is at the 10th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2023FY2022FY2021FY2020FY2019
Sheila Regan$158,439$123,310$118,080$118,814$119,000
Levon Stone SR$158,202$123,330$116,875$117,706$119,000
Divonte Lumpkin$129,594$64,245———
Bamani Obadele$124,712—$120,945$103,920$75,000
Tomas Ortiz————$80,000
John Hardy————$80,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves health and well-being for Chicagoans facing violence and poor health.

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Provided by the organization

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3 programs · $3.5M · in their own filed words · FY2020
01

Hospital Response Program

Hospital responders respond to referrals from local hospitals of patients injured by violence in order to conduct risk assessments and create risk reduction goals. Responders also work with loved ones visiting patients at local hospitals, focused on defusing high emotions and supporting them to care for the person hurt and each other.

$2.2Mprogram expense
02

Community-Based Violence Prevention

Acclivus community-based violence prevention services provide street outreach and conflict mediation services to individuals at highest risk for violence involvement, either as victim or perpetrator. Services are provided within specific geographic areas with disproportionate rates of violent events.

$1.1Mprogram expense
03

Community Engagement

To raise awareness about violence to key stakeholders, acclivus provides public education services of various types to educate stakeholders on violence, behavior which elevates risk for violence, and prosocial activities with the goal of reducing violence.

$209Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 76 grants · $8.9M · 2021–2023
Unitemized GrantFY2023$1,277,029
Unitemized GrantFY2023$560,417
Second Chance Initiative INCIL · FY2023$280,050
Beyond Athletics ChicagoIL · FY2023$138,603
Work FoundationIL · FY2023$112,528
Urban PrescriptivesFY2023$109,671
Giving Others Dreams God INCIL · FY2023$108,992
The Support Group INCIL · FY2023$105,766
Think Outside Da Block INCIL · FY2023$105,686
Hyde Park Art CenterIL · FY2023$105,594
True Star Foundation INCIL · FY2023$101,116
I Said What I SaidFY2023$99,593
Girls Like Me Project INCIL · FY2023$84,434
Hyde Park Neighborhood ClubIL · FY2023$83,560
The Restorative ProjectFY2023$78,254
See all 76 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$4.0M
Investment incomeLn 3$197
Money outPt IX
$3.8M
Ln 25
Programscol B$3.5M
Managementcol C$308K
Owns and owesPt X
$202K
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$2.2M
LiabilitiesLn 26$2.0M
PeoplePt VI, VII
3
listed · VII A
PaidVII A3
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.0M
Government grantsLn 1e$2.7M
Noncash giftsLn 1g$15K
Investment incomeLn 3$197
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$1.4M
Cash and savings togetherLn 1–2$1.4M
Land, buildings, equipmentLn 10c$18K
Total assetsLn 16$2.2M
LiabilitiesLn 26$2.0M
Net assetsLn 32$202K
OperationsPt I, VI
EmployeesI 5106
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$761K$1.4M
Land, buildings, equipmentLn 10c$0$18K
Total assetsLn 16$761K$2.2M
LiabilitiesLn 26$329K$2.0M
Net assetsLn 32$433K$202K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$340K$319K$22K
Other salaries and wagesLn 7$2.2M$2.0M$140K
Other employee benefitsLn 9$335K$314K$22K
Payroll taxesLn 10$261K$244K$17K
Management feesLn 11a$4K$2K$1K
Legal feesLn 11b$96K$63K$33K
Accounting feesLn 11c$44K$29K$15K
Other fees for servicesLn 11g$218K$208K$10K
Office expensesLn 13$107K$96K$11K
OccupancyLn 16$89K$76K$12K
TravelLn 17$666$595$71
Conferences, conventions and meetingsLn 19$546$488$58
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$113K$101K$12K
All other expensesLn 24e$2K$2K$230
Total functional expensesLn 25$3.8M$3.5M$308K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $13.5M$13.5M−$18K$1.2M 990 PDF
FY2022 $10.0M$10.1M−$138K$1.2M 990 PDF
FY2021 $9.4M$8.3M$1.1M$1.3M 990 PDF
FY2020 Viewing $4.0M$3.8M$184K$202K 990 PDF
FY2019 $1.7M$1.7M$17K$17K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $3,986,529 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,539,128$3,986,332
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $215$197
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,539,343$3,986,529
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,031,573$3,114,825
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $135,984$687,309
I-18 Total expensesPrior year $1,167,557$3,802,134
I-19 Revenue less expensesPrior year $371,786$184,395
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,986,529 across 6 lines filed
VIII-1e Government grants$2,742,386
VIII-1f All other contributions, gifts and grants$1,243,946
VIII-1g Noncash contributions (included above)$15,135
VIII-1h Total contributions, gifts and grants$3,986,332
VIII-3 Investment incomeExcluded from tax $197$197
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $197$3,986,529
Part IX · Statement of functional expenses $3,802,134 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $318,559 · Management $21,881$340,440
IX-7 Other salaries and wagesPrograms $2,038,477 · Management $140,021$2,178,498
IX-9 Other employee benefitsPrograms $313,759 · Management $21,552$335,311
IX-10 Payroll taxesPrograms $243,827 · Management $16,749$260,576
IX-11a Management feesPrograms $2,339 · Management $1,229$3,568
IX-11b Legal feesPrograms $62,844 · Management $33,006$95,850
IX-11c Accounting feesPrograms $29,097 · Management $15,281$44,378
IX-11g Other fees for servicesPrograms $208,393 · Management $10,029$218,422
IX-13 Office expensesPrograms $95,938 · Management $11,344$107,282
IX-16 OccupancyPrograms $76,495 · Management $12,094$88,589
IX-17 TravelPrograms $595 · Management $71$666
IX-19 Conferences, conventions and meetingsPrograms $488 · Management $58$546
IX-22 Depreciation, depletion and amortizationManagement $2,250$2,250
IX-23 InsuranceManagement $10,592$10,592
IX-24 Other expenses (24a–d)Programs $101,332 · Management $11,664$112,996
IX-24e All other expensesPrograms $1,940 · Management $230$2,170
IX-25 Total functional expensesPrograms $3,494,083 · Management $308,051 · Fundraising $0$3,802,134
Part X · Balance sheet $2,216,635 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $761,398$1,434,742
X-3 Pledges and grants receivable$744,967
X-9 Prepaid expenses and deferred charges$19,343
X-10c Land, buildings and equipment, netStart of year $0$17,583
X-16 Total assetsStart of year $761,398$2,216,635
X-17 Accounts payable and accrued expensesStart of year $0$10,157
X-19 Deferred revenueStart of year $0$904,404
X-24 Unsecured notes and loans payableStart of year $0$260,406
X-25 Other liabilitiesStart of year $328,855$0
X-26 Total liabilitiesStart of year $328,855$2,014,967
X-27 Net assets without donor restrictionsStart of year $432,543$201,668
X-32 Total net assets or fund balancesStart of year $432,543$201,668
X-33 Total liabilities and net assetsStart of year $761,398$2,216,635
Part XI · Reconciliation of net assets $201,668 net assets at year end
XI-1 Total revenue$3,986,529
XI-2 Total expenses$3,802,134
XI-3 Revenue less expenses$184,395
XI-4 Net assets at start of year$432,543
XI-8 Prior period adjustments−$415,270
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$201,668

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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