Civic Intelligence

Independent Living for Adults with Special Needs Inc

990 • Fiscal year 2013 • EIN 04-2531428

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 04, 2013

Organization ProfileWWW.MYCHOICEPROGRAMS.COM

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781 Southbridge StreetWorcester, MA 01501
Siviq Scores

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

Liabilities / Assets

60th percentile

0.12x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.13x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

25th percentile

-6.7%

Higher net margin than 25% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

21st percentile

-6.5%

Faster asset growth than 21% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$760,554

Down $52,884 (-6.5%) from 2012

Net Assets

Down

$670,859

Down $47,183 (-6.6%) from 2012

Liabilities

Down

$89,695

Down $5,701 (-6.0%) from 2012

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin25th percentile

Revenue

$709,098

No earlier filing loaded for comparison.

Expenses

Up

$756,281

Up $20,922 (+2.8%) from 2012

Net Income

-$47,183

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $787,767Liabilities 2011: $79,321Net Assets 2011: $708,4462011Assets 2012: $813,438Liabilities 2012: $95,396Net Assets 2012: $718,0422012Assets 2013: $760,554Liabilities 2013: $89,695Net Assets 2013: $670,8592013Assets 2014: $957,990Liabilities 2014: $57,243Net Assets 2014: $900,7472014Assets 2015: $907,137Liabilities 2015: $83,919Net Assets 2015: $823,2182015Assets 2016: $1,125,347Liabilities 2016: $304,444Net Assets 2016: $820,9032016Assets 2017: $1,245,914Liabilities 2017: $502,928Net Assets 2017: $742,9862017Assets 2018: $1,037,530Liabilities 2018: $493,636Net Assets 2018: $543,8942018Assets 2019: $850,128Liabilities 2019: $543,078Net Assets 2019: $307,0502019Assets 2020: $530,745Liabilities 2020: $206,982Net Assets 2020: $323,7632020Assets 2021: $556,489Liabilities 2021: $147,934Net Assets 2021: $408,5552021Assets 2022: $991,396Liabilities 2022: $267,912Net Assets 2022: $723,4842022Assets 2023: $668,669Liabilities 2023: $161,717Net Assets 2023: $506,9522023Assets 2024: $874,618Liabilities 2024: $419,521Net Assets 2024: $455,0972024

Highlighted filing

2013

Assets$760,554
Liabilities$89,695
Net Assets$670,859
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $745,5712011Expenses 2012: $735,3592012Revenue 2013: $709,098Expenses 2013: $756,281Net Income 2013: -$47,1832013Revenue 2014: $1,055,854Expenses 2014: $825,965Net Income 2014: $229,8892014Revenue 2015: $896,480Expenses 2015: $974,009Net Income 2015: -$77,5292015Revenue 2016: $964,670Expenses 2016: $966,985Net Income 2016: -$2,3152016Revenue 2017: $1,308,703Expenses 2017: $1,386,620Net Income 2017: -$77,9172017Revenue 2018: $1,910,453Expenses 2018: $2,070,150Net Income 2018: -$159,6972018Revenue 2019: $2,007,102Expenses 2019: $2,204,551Net Income 2019: -$197,4492019Revenue 2020: $1,801,186Expenses 2020: $1,784,473Net Income 2020: $16,7132020Revenue 2021: $1,765,834Expenses 2021: $1,681,042Net Income 2021: $84,7922021Revenue 2022: $2,487,199Expenses 2022: $2,172,270Net Income 2022: $314,9292022Revenue 2023: $2,284,562Expenses 2023: $2,501,094Net Income 2023: -$216,5322023Revenue 2024: $2,915,897Expenses 2024: $2,967,752Net Income 2024: -$51,8552024

Highlighted filing

2013

Revenue$709,098
Expenses$756,281
Net Income-$47,183
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 4, 2013
Return Version
2012v2.1
Gross Receipts
$709,098
Mission and Program Overview

Mission

The organization provides residential care, support services and social recreation at a residence located in worcester, ma to adults

Major Activities

Activity 2
Comm of mass - dept of developmental services contract for family support services. During fy 2013 approximately 35-40 developmentally disabled adults were serviced.
Activity 3
Comm of mass - dept of developmental services contract for companion support services. During fy 2013 approximately 25 developmentally disabled adults were serviced.
Filing and Contact Details

Filer

EIN
04-2531428
Raw XML AppendixShowing 400 of 507 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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IRS990/Activity2/Description0COMM OF MASS - DEPT OF DEVELOPMENTAL SERVICES CONTRACT FOR FAMILY SUPPORT SERVICES. DURING FY 2013 APPROXIMATELY 35-40 DEVELOPMENTALLY DISABLED ADULTS WERE SERVICED.
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0STIPEND. ROBERT WARDELL RECEIVED A STIPEND OF $24,202 FOR TAKING CARE OF A DEVELOPMENTALLY DISABLED INDIVIDUAL DURING THE FISCAL YEAR ENDING JUNE 30, 2013.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1PAINTING AND REPAIRS. PAYMENTS TOTALING $2,025 WERE MADE TO KEVIN JOSEY FOR REPAIR WORK ON30 IROQUOIS STREET, WORCESTER, MASSACHUSETTS. THIS FACILITY HOUSES THE FOUR HANDICAPPED ADULTSUNDER PROGRAM WITH THE COMMONWEALTH OF MASSACHUSETTS.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction2LEASE EXPENSE. THE ORGANIZATION LEASES REAL ESTATE AT 30 IROQUOIS STREET, WORCESTER, MA FROM INDEDPENDENT HOMES FOR $3,000 PER MONTH. THE LEASE EXPENSE WAS $36,000 AND EXPIRED IN SEPTEMBER 2013.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction3LAWN MAINTENANCE. PAYMENTS TOTALING $183 WERE MADE TO ROBERT BETTERS FOR LAWN MAINTENANCE AT THE 781 SOUTHBRIDGE STREET PROPERTY.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction4REPAIRS. PAYMENTS TOTALING $253 WERE MADE TO BRIAN JOSEY FOR REPAIR WORK AT THE 30 IROQUOIS ST AND THE 781 SOUTHBRIDGE STREET PROPERTIES.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction5LOAN TO INDEPENDENT HOMES FOR THE RETARDED. PURPOSE WAS TO FINANCE PURCHASE OF REAL ESTATEAT 30 IROQUOIS STREET, WORCESTER, MA. ORIGINAL AMOUNT OF LOAN WAS $168,509 AND CURRENT BALANCE AT 6-30-13 WAS $6,562. PRINCIPAL RECEIVED DURING YEAR WAS $24,542 AND INTEREST RECEIVED WAS $954.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine10INDEPENDENT HOMES FOR THE RETARDED INC
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine11INDEPENDENT HOMES FOR THE RETARDED INC
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0ROBERT WARDELL
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1KEVIN JOSEY
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson2ROBERT BETTERS
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson3BRIAN JOSEY
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0PRESIDENT AND DIRECTOR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1SON OF A DIRECTOR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship2PRESIDENT AND DIRECTOR ALSO SERVES AS A DIRECTOR OF INDEPENDENT HOMES
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship3HUSBAND OF EXECUTIVE DIRECTOR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship4SON OF A DIRECTOR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship5PRESIDENT AND DIRECTOR ALSO SERVES AS A DIRECTOR OF INDEPENDENT HOMES
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues10
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues20
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues30
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues40
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues50
IRS990ScheduleO/GeneralExplanation/Explanation0THE EXECUTIVE DIRECTOR REVIEWS THE FORM WITH THE PREPARERS IN A FACE TO FACE MEETING. THE EXECUTIVE DIRECTOR THEN PROVIDES THE FORM 990 TO THE BOARD OF DIRECTORS FOR REVEIW AND APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S INTENTION IS TO REGULATE AND CONSISTENTLY MONITOR AND ENFORCE THIS POLICY THROUGH DAILY OBSERVATIONS BY ITS EXECUTIVE DIRECTOR, DISCUSSIONS AND BOARD MEETINGS AND CONSULTATION WITH THE ORGANIZATION'S LEGAL COUNSEL (IF NECESSARY) AND AUDITORS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD OF DIRECTORS (WHICH IS AN INDEPENDENT BODY) ANNUALLY REVIEWS AND APPROVES THE EXECUTIVE DIRECTORS SALARY BASED ON COMPARABILITY DATA AND OTHER RELAVENT FACTORS. WITH REGARDS TO KEY EMPLOYEES, (NO OFFICER RECEIVES COMPENSATION OTHER THAN THE NON-VOTING EXECUTIVE DIRECTOR) THE BOARD OF DIRECTORS WOULD BE RESPONSIBLE FOR APPROVING THAT PERSONS SALARY. HOWEVER, THE ONLY HIGHLY PAID INDIVIDUAL FOR THE YEAR ENDING 6/30/13 WAS THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE LOCATED AT THE ORGANIZATIONS OFFICES IN AUBURN, MASSACHUSETTS AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10781 SOUTHBRIDGE STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0AUBURN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode001501
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0042602565
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10INDEPENDENT HOMES FOR THE RETARDED INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0LEASE OF RESIDENCE HOUSING 4 SPECIAL NEEDS INDIVIDUALS
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties01
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$760,554
Liabilities
$89,695
Net assets
$670,859
Revenue
$709,098
Expenses
$756,281
Net income
-$47,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.42$0.46$2.92$2.97$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.16$0.51$2.28$2.50$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.27$0.72$2.49$2.17$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.15$0.41$1.77$1.68$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.21$0.32$1.80$1.78$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.54$0.31$2.01$2.20$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.49$0.54$1.91$2.07$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.50$0.74$1.31$1.39$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.30$0.82$0.96$0.97$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.08$0.82$0.90$0.97$0.08
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.96$0.06$0.90$1.06$0.83$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.09$0.67$0.71$0.76$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.10$0.72$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.08$0.71$0.75
Peer Organizations

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