Civic Intelligence

Crystal Springs Inc.

990 • Fiscal year 2024 • EIN 04-2764196

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 06, 2025

38 Narrows Road PO Box 372Assonet, MA 02702

(508) 644-3101

Siviq Scores

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

Liabilities / Assets

40th percentile

0.13x

Higher debt load relative to assets than 40% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.09x

Higher debt load relative to revenue than 21% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

30th percentile

-1.8%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$273,925

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

45th percentile

4.3%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

2.6%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,262,976

Up $833,654 (+4.3%) from 2023

Net Assets

Up

$17,673,576

Up $590,101 (+3.5%) from 2023

Liabilities

Up

$2,589,400

Up $243,553 (+10%) from 2023

Revenue

Up

$30,385,211

Up $778,754 (+2.6%) from 2023

Expenses

Up

$30,930,770

Up $440,832 (+1.4%) from 2023

Net Income

Up

-$545,559

Up $337,922 (+38%) from 2023

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $18,666,396Liabilities 2010: $14,203,238Net Assets 2010: $4,463,1582010Assets 2011: $18,245,293Liabilities 2011: $13,741,724Net Assets 2011: $4,503,5692011Assets 2012: $18,486,004Liabilities 2012: $13,925,651Net Assets 2012: $4,560,3532012Assets 2013: $16,898,842Liabilities 2013: $11,569,365Net Assets 2013: $5,329,4772013Assets 2014: $18,529,864Liabilities 2014: $11,051,947Net Assets 2014: $7,477,9172014Assets 2015: $19,232,362Liabilities 2015: $10,153,697Net Assets 2015: $9,078,6652015Assets 2016: $19,307,423Liabilities 2016: $9,265,849Net Assets 2016: $10,041,5742016Assets 2017: $19,858,353Liabilities 2017: $8,260,184Net Assets 2017: $11,598,1692017Assets 2018: $19,926,746Liabilities 2018: $7,226,271Net Assets 2018: $12,700,4752018Assets 2019: $20,921,492Liabilities 2019: $7,233,769Net Assets 2019: $13,687,7232019Assets 2020: $21,342,945Liabilities 2020: $6,758,966Net Assets 2020: $14,583,9792020Assets 2021: $24,707,454Liabilities 2021: $7,140,603Net Assets 2021: $17,566,8512021Assets 2022: $21,813,841Liabilities 2022: $4,952,975Net Assets 2022: $16,860,8662022Assets 2023: $19,429,322Liabilities 2023: $2,345,847Net Assets 2023: $17,083,4752023Assets 2024: $20,262,976Liabilities 2024: $2,589,400Net Assets 2024: $17,673,5762024

Highlighted filing

2024

Assets$20,262,976
Liabilities$2,589,400
Net Assets$17,673,576

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $22,709,2882010Revenue 2011: $23,574,857Expenses 2011: $23,618,323Net Income 2011: -$43,4662011Expenses 2012: $22,489,8972012Revenue 2013: $21,551,515Expenses 2013: $21,000,914Net Income 2013: $550,6012013Revenue 2014: $22,602,080Expenses 2014: $20,773,898Net Income 2014: $1,828,1822014Revenue 2015: $23,660,350Expenses 2015: $21,996,043Net Income 2015: $1,664,3072015Revenue 2016: $24,403,704Expenses 2016: $23,480,851Net Income 2016: $922,8532016Revenue 2017: $25,148,321Expenses 2017: $24,356,034Net Income 2017: $792,2872017Revenue 2018: $24,818,065Expenses 2018: $23,998,478Net Income 2018: $819,5872018Revenue 2019: $26,032,153Expenses 2019: $25,055,652Net Income 2019: $976,5012019Revenue 2020: $27,023,720Expenses 2020: $26,186,591Net Income 2020: $837,1292020Revenue 2021: $29,541,626Expenses 2021: $27,818,472Net Income 2021: $1,723,1542021Revenue 2022: $30,669,053Expenses 2022: $28,607,102Net Income 2022: $2,061,9512022Revenue 2023: $29,606,457Expenses 2023: $30,489,938Net Income 2023: -$883,4812023Revenue 2024: $30,385,211Expenses 2024: $30,930,770Net Income 2024: -$545,5592024

Highlighted filing

2024

Revenue$30,385,211
Expenses$30,930,770
Net Income-$545,559
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 6, 2025
Return Version
2023v6.0
Gross Receipts
$31,346,348
Mission and Program Overview

Mission

Crystal springs, inc. Supports children and adults with developmental disabilities in a loving, nurturing environment that promotes health, safety, dignity, respect and choice. Through our exceptional programs and dedicated staff, we provide specialized educational, therapeutic and residential services to each person living and learning within the crystal springs, inc. Community. Recognizing that all have unique gifts and the desire to achieve and contribute to their world, crystal springs, inc. Embraces each person's pursuit of growth and independence so that all may reach their true potential.

Crystal springs, inc. Supports children and adults with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,554,400$10,489,962▲ $935,562
Land, Buildings, and Equipment, Net$4,042,691$3,872,713▼ $169,978
Accounts Receivable$2,640,968$2,393,703▼ $247,265
Savings and Temporary Cash Investments$1,206,342$1,777,586▲ $571,244
Cash and Non-Interest-Bearing Accounts$1,486,216$1,265,405▼ $220,811
Prepaid Expenses and Deferred Charges$408,999$167,890▼ $241,109
Inventories for Sale or Use$53,139$50,426▼ $2,713
Total Assets$19,429,322$20,262,976▲ $833,654
Other Assets Total$36,567$245,291▲ $208,724
Liabilities
Accounts Payable and Accrued Expenses$1,993,615$2,041,701▲ $48,086
Mortgage Notes Payable Secured by Investment Property$278,766$273,353▼ $5,413
Other Liabilities$43,463$241,653▲ $198,190
Escrow Account Liability$30,003$32,693▲ $2,690
Total Liabilities$2,345,847$2,589,400▲ $243,553
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,913,006$17,503,107▲ $590,101
Net Assets With Donor Restrictions$170,469$170,469→ $0
Total Net Assets Fund Balance$17,083,475$17,673,576▲ $590,101
Total Liabilities and Net Assets / Fund Balance$19,429,322$20,262,976▲ $833,654

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,401,228$14,552,310$16,953,538
Other Land Buildings$104,766$4,316,712$4,421,478
Equipment$258,430$1,478,867$1,737,297
Land$1,108,289-$1,108,289
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen LovenburyPres/treas/CEOFT$266,510$7,415$273,925
Adam GriffinCFOFT$149,528$11,235$160,763
Novene PowellDirector of Adult SvcsFT$113,063$718$113,781
Lucy PachecoClerk/Director of AdminFT$99,224$11,361$110,585
Kristal Marshall-shoreDirector of Behavioral SvcsFT$109,539-$109,539

Board Members and Trustees

NameTitle
Timothy KelleherChairman
Carol GormanDirector
Karen RaposaDirector
Katelyn ChampineDirector
Leo SullivanDirector
Michael KehoeDirector
Tom PasternakDirector
Tyler CalderDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Leonard Mulherin & Greene PCAuditing And Accounting625 GROVE STREET, Braintree, MA 02184$235,100
Fourtech Computer ServicesIt Consultant770 MAIN ROAD, Westport, MA 02790$100,002
Revenue and Support

Revenue Composition

Contributions and Grants
$493,411
Program Service Revenue
$29,505,282
Investment Income
$361,092
Other Revenue
$25,426
All Other Contributions
$41,500
Change in Net Assets
$-545,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,352,324
Revenue Not Reported on Financial Statements
$32,887
Revenue Not Reported on Form 990
$1,154,893
Total Revenue per Audited Statements
$31,507,217
Total Revenue per Form 990
$30,385,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,934,163
Other Expenses$5,996,607
Total Fundraising Expense$59,544
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$19,219,558$945,340-$20,164,898
Occupancy$2,592,570$195,462$821$2,788,853
Other Employee Benefits$1,960,171$125,691-$2,085,862
Payroll Taxes$1,923,431$147,790$4,794$2,076,015
Current Officers, Directors, Trustees, and Key Employees-$556,345$51,043$607,388
Fees for Services Other$467,021$7,920-$474,941
Depreciation Depletion$387,123$36,703-$423,826
Travel$336,567$2,664-$339,231
Fees for Services Accounting-$120,878-$120,878
Fees for Services Legal$4,581$95,820-$100,401
All Other Expenses$43,428$26,672-$70,100
Other Expenses$60,005$8,211$51$60,005
Fees for Service Investment Mgmnt Fees-$32,887-$32,887
Insurance-$21,489-$21,489
Total Functional Expenses$28,150,411$2,720,815$59,544$30,930,770

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,930,770
Total Expenses per Audited Statements$30,917,116
Expenses per Audited Statements$30,897,883
Expenses Not Reported on Financial Statements$32,887
Expenses Not Reported on Form 990$19,233
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,233
Fundraising Gross Income$19,233
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$48,070$19,233$14,404$4,829
Total Events$48,070$19,233$19,233$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lucy PachecoClerkAires Pacheco Is the Husband of Lucy Pacheco, Clerk/dir. of Admin. Aires Pacheco Was Paid Compensation and Benefits as an Employee of the Organization.No$75,107
Lucy PachecoClerkAaron Pacheco Is the Son of Lucy Pacheco, Clerk/dir. of Admin. Aaron Pacheco Was Paid Compensation as an Employee of the Organization.No$54,218
Tom PasternakDirectorA COMPANY OWNED BY A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS PROVIDED PRESCRIPTION AND CONSULTING SERVICES TO THE ORGANIZATION.No$11,550
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liabilities$241,653
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
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, Part VI, Section A, Line 8B

Board minutes are taken and approved at each board of directors meeting. Minutes are not kept for committees, as there are no sub-committees with authority to act on behalf of the governing body. Any issues that require board vote/approval include the entire board.

Form 990, Part VI, Section B, Line 11B

The organization's chief executive officer, chief financial officer and finance committee review a draft of the form 990, which is prepared by the organization's independent accountants. Any resultant comments and changes are incorporated into the form by the independent accountants. A final version of the form 990 is made available to each member of the board of directors prior to its filing with the irs.

Form 990, Part VI, Section B, Line 12C

All officers and directors of the organization are required to file a statement on an annual basis disclosing any potential interests that could give rise to conflicts. These statements are completed at the beginning of each fiscal year and are evaluated by the officers of the organization. Individuals with potential conflicts of interest are prohibited from participating in any deliberations or decisions that may be effected by a potential conflict of interest.

Form 990, Part VI, Section B, Line 15A

Compensation of the chief executive officer/president is reviewed and approved annually by the board of directors using data of similar sized organizations with comparable operations as a guide.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and audited financial statements are available to the public via the websites of certain state regulatory agencies as well as upon request. The conflict of interest policy is available upon request.

Form 990, Part VII, Section A

Lucy pacheco is compensated as an employee, not for her role as a clerk. The average hours per week indicated are as an employee. She averages approximately one hour per week in her role as a clerk.

Filing and Contact Details

Filer

Filer Name
Crystal Springs Inc
EIN
04-2764196
Phone
5086443101
Address
38 NARROWS ROAD PO BOX 372, ASSONET, MA 02702

Signing Officer

Name
Kathleen Lovenbury
Title
President/treas./CEO
Phone
5086443101
Signed
2025-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Lovenbury
Formed
1982
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
557
Volunteers
12

Preparer

Firm
Leonard Mulherin & Greene Pc
Address
625 GROVE STREET, BRAINTREE, MA 02184
Preparer
Michelle J Amaral
Phone
7813564800
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The organization acts as a custodian with respect to client personal funds from sources including ssi, guardians and state agencies.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special events fundraising expenses 19,233.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events fundraising expenses 19,233.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8266510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9149528
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1099224
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11113063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12109539
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRES/TREAS/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CLERK/DIR. OF ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR. OF ADULT SVCS
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR. OF BEHAVIORAL SVCS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt028837
IRS990/FundraisingDirectExpensesAmt019233
IRS990/FundraisingGrossIncomeAmt019233
IRS990/GainOrLossGrp/SecuritiesAmt071197
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0423074
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01013101
IRS990/GrossReceiptsAmt031346348
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt021489
IRS990/InsuranceGrp/TotalAmt021489
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt09554400
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010489962
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt03872713
IRS990/LandBldgEquipCostOrOtherBssAmt024220602
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0941904
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CRYSTAL SPRINGS, INC. SUPPORTS CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES IN A LOVING, NURTURING ENVIRONMENT THAT PROMOTES HEALTH, SAFETY, DIGNITY, RESPECT AND CHOICE. THROUGH OUR EXCEPTIONAL PROGRAMS AND DEDICATED STAFF, WE PROVIDE SPECIALIZED EDUCATIONAL, THERAPEUTIC AND RESIDENTIAL SERVICES TO EACH PERSON LIVING AND LEARNING WITHIN THE CRYSTAL SPRINGS, INC. COMMUNITY. RECOGNIZING THAT ALL HAVE UNIQUE GIFTS AND THE DESIRE TO ACHIEVE AND CONTRIBUTE TO THEIR WORLD, CRYSTAL SPRINGS, INC. EMBRACES EACH PERSON'S PURSUIT OF GROWTH AND INDEPENDENCE SO THAT ALL MAY REACH THEIR TRUE POTENTIAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0278766
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0273353
IRS990/NetAssetsOrFundBalancesBOYAmt017083475
IRS990/NetAssetsOrFundBalancesEOYAmt017673576
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt071197
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt071197
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01135660
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016913006
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017503107
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0821
IRS990/OccupancyGrp/ManagementAndGeneralAmt0195462
IRS990/OccupancyGrp/ProgramServicesAmt02592570
IRS990/OccupancyGrp/TotalAmt02788853
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt036567
IRS990/OtherAssetsTotalGrp/EOYAmt0245291
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0125691
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01960171
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02085862
IRS990/OtherExpensesGrp/Desc0OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES & MATE
IRS990/OtherExpensesGrp/Desc3INCIDENTAL MEDICAL MEDI
IRS990/OtherExpensesGrp/FundraisingAmt02835
IRS990/OtherExpensesGrp/FundraisingAmt151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0396943
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18211
IRS990/OtherExpensesGrp/ProgramServicesAmt0352833
IRS990/OtherExpensesGrp/ProgramServicesAmt1683101
IRS990/OtherExpensesGrp/ProgramServicesAmt2120022
IRS990/OtherExpensesGrp/ProgramServicesAmt360005
IRS990/OtherExpensesGrp/TotalAmt0752611
IRS990/OtherExpensesGrp/TotalAmt1691363
IRS990/OtherExpensesGrp/TotalAmt2120022
IRS990/OtherExpensesGrp/TotalAmt360005
IRS990/OtherLiabilitiesGrp/BOYAmt043463
IRS990/OtherLiabilitiesGrp/EOYAmt0241653
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2323100
IRS990/OtherRevenueMiscGrp/Desc0CAFETERIA INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc2PRINT SHOP INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt021758
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021758
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2118
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0118
IRS990/OtherRevenueTotalAmt025426
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0945340
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019219558
IRS990/OtherSalariesAndWagesGrp/TotalAmt020164898
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04794
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0147790
IRS990/PayrollTaxesGrp/ProgramServicesAmt01923431
IRS990/PayrollTaxesGrp/TotalAmt02076015
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0408999
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0167890
IRS990/PrincipalOfficerNm0KATHLEEN LOVENBURY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026917745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12587537
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026917745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12587537
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT SERVICES: SUPPORTS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN RESIDENTIAL AND DAY HABILITATION SETTINGS TO BE SUCCESSFUL THROUGH THE ACHIEVEMENT OF PERSONALLY MEANINGFUL GOALS AND OBJECTIVES. SERVED 51 CLIENTS DURING THE YEAR ENDED JUNE 30, 2024.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013474152
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt013215106
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02293941
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-297775
IRS990/PYOtherExpensesAmt05751513
IRS990/PYOtherRevenueAmt053803
IRS990/PYProgramServiceRevenueAmt027556488
IRS990/PYRevenuesLessExpensesAmt0-883481
IRS990/PYSalariesCompEmpBnftPaidAmt024738425
IRS990/PYTotalExpensesAmt030489938
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt029606457
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-545559
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016293726
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01206342
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01777586
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02401228
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014552310
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016953538
IRS990ScheduleD/EquipmentGrp/BookValueAmt0258430
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01478867
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01737297
IRS990ScheduleD/ExpensesNotReportedAmt019233
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt032887
IRS990ScheduleD/ExpensesSubtotalAmt030897883
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032887
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032887
IRS990ScheduleD/LandGrp/BookValueAmt01108289
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01108289
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01135660
IRS990ScheduleD/OtherExpensesIncludedAmt019233
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0104766
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04316712
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04421478
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0241653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FINANCE LEASE LIABILITIES
IRS990ScheduleD/OtherRevenueAmt019233
IRS990ScheduleD/RevenueNotReportedAmt01154893
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032887
IRS990ScheduleD/RevenueSubtotalAmt030352324
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACTS AS A CUSTODIAN WITH RESPECT TO CLIENT PERSONAL FUNDS FROM SOURCES INCLUDING SSI, GUARDIANS AND STATE AGENCIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS FUNDRAISING EXPENSES 19,233.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.3$2.59$17.7$30.4$30.9$0.55
2023Detailed filing. Detailed filing data is available for this year.$19.4$2.35$17.1$29.6$30.5$0.88
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$4.95$16.9$30.7$28.6$2.06
2021Detailed filing. Detailed filing data is available for this year.$24.7$7.14$17.6$29.5$27.8$1.72
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$6.76$14.6$27.0$26.2$0.84
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$7.23$13.7$26.0$25.1$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$7.23$12.7$24.8$24.0$0.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$8.26$11.6$25.1$24.4$0.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$9.27$10.0$24.4$23.5$0.92
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$10.2$9.08$23.7$22.0$1.66
2014Detailed filing. Detailed filing data is available for this year.$18.5$11.1$7.48$22.6$20.8$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$11.6$5.33$21.6$21.0$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$13.9$4.56$22.5
2011Summary only. Only limited summary data is available for this year.$18.2$13.7$4.50$23.6$23.6$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$14.2$4.46$22.7
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $25M-$50M nonprofits