Civic Intelligence

Personal Assistance Options Inc

990 • Fiscal year 2020 • EIN 01-0630527

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

Organization ProfileWWW.PAOMIDLAND.ORG
1509 Washington Street Suite CMidland, MI 48640

(989) 837-8350

Siviq Scores

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

Liabilities / Assets

75th percentile

0.38x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.14x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$78,840

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

91st percentile

81%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

40%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,293,797

Up $577,264 (+81%) from 2019

Net Assets

Up

$801,665

Up $502,607 (+168%) from 2019

Liabilities

Up

$492,132

Up $74,657 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin66th percentile

Revenue

Up

$3,533,059

Up $1,004,830 (+40%) from 2019

Expenses

Up

$3,032,834

Up $542,922 (+22%) from 2019

Net Income

Up

$500,225

Up $461,908 (+1205%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $380,743Liabilities 2010: $353,542Net Assets 2010: $27,2012010Assets 2011: $331,707Liabilities 2011: $166,210Net Assets 2011: $165,4972011Assets 2012: $587,599Liabilities 2012: $233,997Net Assets 2012: $353,6022012Assets 2013: $731,509Liabilities 2013: $167,092Net Assets 2013: $564,4172013Assets 2014: $912,267Liabilities 2014: $258,803Net Assets 2014: $653,4642014Assets 2015: $749,489Liabilities 2015: $247,074Net Assets 2015: $502,4152015Assets 2016: $709,637Liabilities 2016: $274,615Net Assets 2016: $435,0222016Assets 2017: $667,011Liabilities 2017: $311,609Net Assets 2017: $355,4022017Assets 2018: $628,526Liabilities 2018: $368,839Net Assets 2018: $259,6872018Assets 2019: $716,533Liabilities 2019: $417,475Net Assets 2019: $299,0582019Assets 2020: $1,293,797Liabilities 2020: $492,132Net Assets 2020: $801,6652020Assets 2021: $1,237,446Liabilities 2021: $501,359Net Assets 2021: $736,0872021Assets 2022: $1,429,802Liabilities 2022: $595,680Net Assets 2022: $834,1222022Assets 2023: $1,497,037Liabilities 2023: $688,808Net Assets 2023: $808,2292023Assets 2024: $1,192,663Liabilities 2024: $458,319Net Assets 2024: $734,3442024

Highlighted filing

2020

Assets$1,293,797
Liabilities$492,132
Net Assets$801,665
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,844,0562010Revenue 2011: $2,899,533Expenses 2011: $2,758,959Net Income 2011: $140,5742011Expenses 2012: $2,895,6492012Revenue 2013: $3,016,242Expenses 2013: $2,811,811Net Income 2013: $204,4312013Revenue 2014: $2,623,194Expenses 2014: $2,538,393Net Income 2014: $84,8012014Revenue 2015: $2,081,495Expenses 2015: $2,230,635Net Income 2015: -$149,1402015Revenue 2016: $2,006,058Expenses 2016: $2,076,836Net Income 2016: -$70,7782016Revenue 2017: $2,233,801Expenses 2017: $2,318,758Net Income 2017: -$84,9572017Revenue 2018: $2,212,598Expenses 2018: $2,311,629Net Income 2018: -$99,0312018Revenue 2019: $2,528,229Expenses 2019: $2,489,912Net Income 2019: $38,3172019Revenue 2020: $3,533,059Expenses 2020: $3,032,834Net Income 2020: $500,2252020Revenue 2021: $3,443,701Expenses 2021: $3,522,044Net Income 2021: -$78,3432021Revenue 2022: $3,747,785Expenses 2022: $3,639,082Net Income 2022: $108,7032022Revenue 2023: $3,707,943Expenses 2023: $3,742,588Net Income 2023: -$34,6452023Revenue 2024: $3,288,643Expenses 2024: $3,377,502Net Income 2024: -$88,8592024

Highlighted filing

2020

Revenue$3,533,059
Expenses$3,032,834
Net Income$500,225
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.0
Gross Receipts
$3,563,046
Mission and Program Overview

Mission

To provide support to individuals with disabilities based on their personal needs and goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$284,665$571,640▲ $286,975
Savings and Temporary Cash Investments$176,864$378,835▲ $201,971
Land, Buildings, and Equipment, Net$133,400$148,137▲ $14,737
Investments Other Securities$50,589$133,333▲ $82,744
Cash and Non-Interest-Bearing Accounts$51,126$51,797▲ $671
Prepaid Expenses and Deferred Charges$19,889$10,055▼ $9,834
Total Assets$716,533$1,293,797▲ $577,264
Liabilities
Accounts Payable and Accrued Expenses$315,261$393,854▲ $78,593
Mortgage Notes Payable Secured by Investment Property$102,214$98,278▼ $3,936
Total Liabilities$417,475$492,132▲ $74,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$106,255$585,248▲ $478,993
Net Assets With Donor Restrictions$192,803$216,417▲ $23,614
Total Net Assets Fund Balance$299,058$801,665▲ $502,607
Total Liabilities and Net Assets / Fund Balance$716,533$1,293,797▲ $577,264

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$121,133$18,273$139,406
Equipment$9,754$22,140$31,894
Land$17,250-$17,250
Leasehold Improvements-$11,212$11,212
Other Securities$52,401--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$50,588-▲ $2,383-$52,401
2018$50,093-▲ $1,054-$50,588
2017$50,317-▲ $3,317$3,000$50,093
2016$45,469-▲ $5,337-$50,317
2015$42,600-▲ $3,385-$45,469
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen AllenExecutive DiFT$78,840$78,840

Board Members and Trustees

NameTitle
Mark GandyPresident
Andy ThompsonDirector
Brentt BrunnerDirector
Jim HeffelDirector
Taylor HeschDirector
Tracey HennigarDirector
Melissa Headland-diehlSecretary
Barbara JungaTreasurer
Lori IsenhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,433,491
Program Service Revenue
$72,955
Investment Income
$998
Other Revenue
$25,615
All Other Contributions
$7,541
Change in Net Assets
$500,225

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,562,476
Revenue Not Reported on Financial Statements
$-29,417
Revenue Not Reported on Form 990
$2,382
Other Revenue Adjustments
$-29,987
Total Revenue per Audited Statements
$3,564,858
Total Revenue per Form 990
$3,533,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,748,719
Other Expenses$284,115
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,128,668$288,482-$2,417,150
Payroll Taxes$229,008$37,983-$266,991
Travel$65,438--$65,438
Current Officers, Directors, Trustees, and Key Employees-$64,578-$64,578
Office Expenses-$41,079-$41,079
Occupancy-$30,977-$30,977
Other Expenses$19,771$14,205-$14,205
Fees for Services Accounting-$11,425-$11,425
All Other Expenses$11,043$105-$11,148
Insurance-$9,183-$9,183
Advertising-$7,542-$7,542
Depreciation Depletion-$4,433-$4,433
Conferences and Meetings-$2,055-$2,055
Fees for Services Other-$1,457-$1,457
Fees for Service Investment Mgmnt Fees-$570-$570
Total Functional Expenses$2,506,493$526,341$0$3,032,834

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,062,251
Total Expenses per Form 990$3,032,834
Expenses per Audited Statements$3,032,264
Expenses Not Reported on Form 990$29,987
Expenses Not Reported on Financial Statements$570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$28,000-$1,800-
Total Events$28,000-$1,800$-1,800
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
Yes
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

“The executive director approves the 990 for filing.”

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

“All existing employees were recently required to obtain the new employee manual with revised policies. Within those policies was the conflict of interest that was required to be signed and returned. Any new hires are also required to read and sign the documentation before starting work. Anytime there is a qualifying event an employee is required to come in and revise his or her conflict of interest policy and sign the new form to update his or her file.”

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

“The executive director's salary is approved by the executive committee, using comparative information from similar organizations.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Personal Assistance Options Inc
EIN
01-0630527
Phone
9898378350
Address
1509 WASHINGTON STREET SUITE C, MIDLAND, MI 48640

Signing Officer

Name
Kathleen Allen
Title
Executive Director
Phone
9898378350
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Allen
Formed
2002
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
208

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
5915 EASTMAN AVE STE 100, MIDLAND, MI 48640-6824
Preparer
Kellie M Bos
Phone
9898357721
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expenses 1,800 direct rental expenses 28,187 direct fundraising expenses -1,800 direct rental expenses -28,187”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The mission of the fund is to provide grants to the organization to support its programs designed to meet additional needs or to help fulfill one-time dreams of those individuals whom it serves.”

Schedule D, Page 4, Part XI, Line 4B

“Direct fundraising expenses -1,800 direct rental expenses -28,187”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 1,800 direct rental expenses 28,187”

Raw XML AppendixShowing 400 of 499 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0315261
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0393854
IRS990/AccountsReceivableGrp/BOYAmt0284665
IRS990/AccountsReceivableGrp/EOYAmt0571640
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO INDIVIDUALS WITH DISABILITIES BASED ON THEIR PERSONAL NEEDS AND GOALS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07542
IRS990/AdvertisingGrp/TotalAmt07542
IRS990/AllOtherContributionsAmt07541
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0105
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011043
IRS990/AllOtherExpensesGrp/TotalAmt011148
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0JESSICA STARK
IRS990/BooksInCareOfDetail/PhoneNum09898378350
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01509 WASHINGTON STREET SUITE C
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048640
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt051126
IRS990/CashNonInterestBearingGrp/EOYAmt051797
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt064578
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt064578
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02055
IRS990/ConferencesMeetingsGrp/TotalAmt02055
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt028000
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03433491
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0998
IRS990/CYOtherExpensesAmt0284115
IRS990/CYOtherRevenueAmt025615
IRS990/CYProgramServiceRevenueAmt072955
IRS990/CYRevenuesLessExpensesAmt0500225
IRS990/CYSalariesCompEmpBnftPaidAmt02748719
IRS990/CYTotalExpensesAmt03032834
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03533059
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04433
IRS990/DepreciationDepletionGrp/TotalAmt04433
IRS990/Desc0ASSISTING APPROXIMATELY 160 INDIVIDUALS LIVING IN MID-MICHIGAN WITH ADULT HOME HELP AND COMMUNITY LIVING SERVICES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0192803
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0216417
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0208
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02506493
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011425
IRS990/FeesForServicesAccountingGrp/TotalAmt011425
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01457
IRS990/FeesForServicesOtherGrp/TotalAmt01457
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0570
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0570
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK GANDY
IRS990/Form990PartVIISectionAGrp/PersonNm1LORI ISENHART
IRS990/Form990PartVIISectionAGrp/PersonNm2MELISSA HEADLAND-DIEHL
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBARA JUNGA
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM HEFFEL
IRS990/Form990PartVIISectionAGrp/PersonNm5TRACEY HENNIGAR
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDY THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm7TAYLOR HESCH
IRS990/Form990PartVIISectionAGrp/PersonNm8BRENTT BRUNNER
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHLEEN ALLEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt978840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt028000
IRS990/FundraisingDirectExpensesAmt01800
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt03397950
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03563046
IRS990/GrossRentsGrp/RealAmt025175
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09183
IRS990/InsuranceGrp/TotalAmt09183
IRS990/InvestmentIncomeGrp/ExclusionAmt0998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0998
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt050589
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0133333
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt051625
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0133400
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0148137
IRS990/LandBldgEquipCostOrOtherBssAmt0199762
IRS990/LegalDomicileStateCd0MI
IRS990/LessRentalExpensesGrp/RealAmt028187
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPORT TO INDIVIDUALS WITH DISABILITIES BASED ON THEIR PERSONAL NEEDS AND GOALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0102214
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt098278
IRS990/NetAssetsOrFundBalancesBOYAmt0299058
IRS990/NetAssetsOrFundBalancesEOYAmt0801665
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1800
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1800
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-3012
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3012
IRS990/NetUnrlzdGainsLossesInvstAmt02382
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0106255
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0585248
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt030977
IRS990/OccupancyGrp/TotalAmt030977
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041079
IRS990/OfficeExpensesGrp/TotalAmt041079
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0EMPLOYER SHARED PENALTY
IRS990/OtherExpensesGrp/Desc1PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09436
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12831
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214205
IRS990/OtherExpensesGrp/ProgramServicesAmt035499
IRS990/OtherExpensesGrp/ProgramServicesAmt117066
IRS990/OtherExpensesGrp/ProgramServicesAmt219771
IRS990/OtherExpensesGrp/TotalAmt044935
IRS990/OtherExpensesGrp/TotalAmt119897
IRS990/OtherExpensesGrp/TotalAmt219771
IRS990/OtherExpensesGrp/TotalAmt314205
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt030427
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030427
IRS990/OtherRevenueTotalAmt030427
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0288482
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02128668
IRS990/OtherSalariesAndWagesGrp/TotalAmt02417150
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037983
IRS990/PayrollTaxesGrp/ProgramServicesAmt0229008
IRS990/PayrollTaxesGrp/TotalAmt0266991
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019889
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010055
IRS990/PrincipalOfficerNm0KATHLEEN ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0DIRECT CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRAVEL REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071572
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11383
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02439150
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01881
IRS990/PYInvestmentIncomeAmt0880
IRS990/PYOtherExpensesAmt0238654
IRS990/PYOtherRevenueAmt06454
IRS990/PYProgramServiceRevenueAmt081745
IRS990/PYRevenuesLessExpensesAmt038317
IRS990/PYSalariesCompEmpBnftPaidAmt02249377
IRS990/PYTotalExpensesAmt02489912
IRS990/PYTotalRevenueAmt02528229
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0500225
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-3012
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt069943
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0378835
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 146,321
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03433491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02439150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02060728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01977643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01738486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011649498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029263
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0777525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt030427
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt029061
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033145
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020487
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0146321
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98520
IRS990ScheduleA/PublicSupportPY170Pct00.98800
IRS990ScheduleA/PublicSupportTotal170Amt011649498
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03433491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02439150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02060728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01977643
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01738486
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011649498
IRS990ScheduleA/TotalSupportAmt011825082
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/BuildingsGrp/BookValueAmt0121133
IRS990ScheduleD/BuildingsGrp/DepreciationAmt018273
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0139406
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0570
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt050588
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt052401
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt050093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt050588
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01054
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0541
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt050317
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt050093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03317
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt045469
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt050317
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05337
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt042600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt045469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03385
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt09754
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022140
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031894
IRS990ScheduleD/ExpensesNotReportedAmt029987
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0570
IRS990ScheduleD/ExpensesSubtotalAmt03032264
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0570
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0570
IRS990ScheduleD/LandGrp/BookValueAmt017250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017250
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011212
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011212
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02382
IRS990ScheduleD/OtherExpensesIncludedAmt029987
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-29987
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt080932
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt152401
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AGENCY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.56460
IRS990ScheduleD/RevenueNotReportedAmt02382
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-29417
IRS990ScheduleD/RevenueSubtotalAmt03562476
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE FUND IS TO PROVIDE GRANTS TO THE ORGANIZATION TO SUPPORT ITS PROGRAMS DESIGNED TO MEET ADDITIONAL NEEDS OR TO HELP FULFILL ONE-TIME DREAMS OF THOSE INDIVIDUALS WHOM IT SERVES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES -1,800 DIRECT RENTAL EXPENSES -28,187
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 1,800 DIRECT RENTAL EXPENSES 28,187
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.43540
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0148137
IRS990ScheduleD/TotalBookValueSecuritiesAmt0133333
IRS990ScheduleD/TotalExpensesPerForm990Amt03032834
IRS990ScheduleD/TotalRevenuePerForm990Amt03533059
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03564858
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03062251

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,293,797
Liabilities
$492,132
Net assets
$801,665
Revenue
$3,533,059
Expenses
$3,032,834
Net income
$500,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.46$0.73$3.29$3.38$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.69$0.81$3.71$3.74$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.60$0.83$3.75$3.64$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.50$0.74$3.44$3.52$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.49$0.80$3.53$3.03$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.42$0.30$2.53$2.49$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.37$0.26$2.21$2.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.31$0.36$2.23$2.32$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.27$0.44$2.01$2.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.25$0.50$2.08$2.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.26$0.65$2.62$2.54$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.17$0.56$3.02$2.81$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.23$0.35$2.90
2011Summary only. Only limited summary data is available for this year.$0.33$0.17$0.17$2.90$2.76$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.35$0.03$2.84