Civic Intelligence

Incompass Human Services Inc.

990 • Fiscal year 2014 • EIN 04-6111877

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWWW.LIFELINKSINC.NET

View Organization Page

285 Mill RoadChelmsford, MA 01824

(978) 349-3000

Siviq Scores

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

Liabilities / Assets

69th percentile

0.47x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

50th percentile

0.25x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

47th percentile

2.1%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$7,688,989

Up $773,023 (+11%) from 2013

Net Assets

Up

$4,093,143

Up $562,786 (+16%) from 2013

Liabilities

Up

$3,595,846

Up $210,237 (+6.2%) from 2013

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin47th percentile

Revenue

Up

$14,294,678

Up $972,554 (+7.3%) from 2013

Expenses

Up

$13,989,356

Up $770,601 (+5.8%) from 2013

Net Income

Up

$305,322

Up $201,953 (+195%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60M$40M$20M$0Assets 2011: $6,394,347Liabilities 2011: $3,345,143Net Assets 2011: $3,049,2042011Assets 2012: $7,111,801Liabilities 2012: $3,808,946Net Assets 2012: $3,302,8552012Assets 2013: $6,915,966Liabilities 2013: $3,385,609Net Assets 2013: $3,530,3572013Assets 2014: $7,688,989Liabilities 2014: $3,595,846Net Assets 2014: $4,093,1432014Assets 2015: $8,118,861Liabilities 2015: $3,580,273Net Assets 2015: $4,538,5882015Assets 2016: $8,270,358Liabilities 2016: $3,750,596Net Assets 2016: $4,519,7622016Assets 2017: $8,095,650Liabilities 2017: $3,438,860Net Assets 2017: $4,656,7902017Assets 2018: $8,374,110Liabilities 2018: $4,514,795Net Assets 2018: $3,859,3152018Assets 2019: $9,617,082Liabilities 2019: $6,318,953Net Assets 2019: $3,298,1292019Assets 2020: $18,859,986Liabilities 2020: $14,203,060Net Assets 2020: $4,656,9262020Assets 2021: $23,754,768Liabilities 2021: $14,640,892Net Assets 2021: $9,113,8762021Assets 2022: $20,699,476Liabilities 2022: $10,595,559Net Assets 2022: $10,103,9172022Assets 2023: $31,477,446Liabilities 2023: $22,162,177Net Assets 2023: $9,315,2692023Assets 2024: $33,188,980Liabilities 2024: $23,210,299Net Assets 2024: $9,978,6812024Assets 2025: $44,101,220Liabilities 2025: $31,001,272Net Assets 2025: $13,099,9482025

Highlighted filing

2014

Assets$7,688,989
Liabilities$3,595,846
Net Assets$4,093,143
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2011: $12,584,4982011Expenses 2012: $12,980,6532012Revenue 2013: $13,322,124Expenses 2013: $13,218,755Net Income 2013: $103,3692013Revenue 2014: $14,294,678Expenses 2014: $13,989,356Net Income 2014: $305,3222014Revenue 2015: $16,263,092Expenses 2015: $15,644,053Net Income 2015: $619,0392015Revenue 2016: $16,438,857Expenses 2016: $16,252,352Net Income 2016: $186,5052016Revenue 2017: $16,696,285Expenses 2017: $16,767,420Net Income 2017: -$71,1352017Revenue 2018: $16,139,548Expenses 2018: $17,056,480Net Income 2018: -$916,9322018Revenue 2019: $17,125,504Expenses 2019: $17,518,493Net Income 2019: -$392,9892019Revenue 2020: $28,567,767Expenses 2020: $29,113,262Net Income 2020: -$545,4952020Revenue 2021: $31,489,565Expenses 2021: $26,135,516Net Income 2021: $5,354,0492021Revenue 2022: $30,738,909Expenses 2022: $28,248,271Net Income 2022: $2,490,6382022Revenue 2023: $29,410,588Expenses 2023: $30,604,244Net Income 2023: -$1,193,6562023Revenue 2024: $36,635,371Expenses 2024: $36,234,483Net Income 2024: $400,8882024Revenue 2025: $44,698,138Expenses 2025: $41,270,341Net Income 2025: $3,427,7972025

Highlighted filing

2014

Revenue$14,294,678
Expenses$13,989,356
Net Income$305,322
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$14,554,629
Mission and Program Overview

Mission

To provide residential, recreational and habilitational services to developmentally disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,017,374$3,881,428▼ $135,946
Investments in Publicly Traded Securities$1,658,253$1,918,528▲ $260,275
Accounts Receivable$496,336$1,007,281▲ $510,945
Cash and Non-Interest-Bearing Accounts$317,527$492,287▲ $174,760
Prepaid Expenses and Deferred Charges$162,248$167,542▲ $5,294
Savings and Temporary Cash Investments$40,094$40,151▲ $57
Intangible Assets$34,547$26,419▼ $8,128
Total Assets$6,915,966$7,688,989▲ $773,023
Other Assets Total$189,587$155,353▼ $34,234
Liabilities
Tax Exempt Bond Liabilities$1,799,856$1,725,889▼ $73,967
Accounts Payable and Accrued Expenses$420,034$819,171▲ $399,137
Mortgage Notes Payable Secured by Investment Property$815,029$767,092▼ $47,937
Other Liabilities$207,914$163,704▼ $44,210
Escrow Account Liability$119,587$85,353▼ $34,234
Deferred Revenue$23,189$34,637▲ $11,448
Total Liabilities$3,385,609$3,595,846▲ $210,237
Net Assets / Fund Balance
Unrestricted Net Assets$3,530,357$4,093,143▲ $562,786
Total Net Assets Fund Balance$3,530,357$4,093,143▲ $562,786
Total Liabilities and Net Assets / Fund Balance$6,915,966$7,688,989▲ $773,023

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,495,540$1,124,680$2,620,220
Leasehold Improvements$1,188,334$161,300$1,349,634
Equipment$210,033$716,210$926,243
Land$827,537-$827,537
Other Land Buildings$159,984$180,920$340,904

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$167,109-▲ $24,387-$191,496
2012$154,353-▲ $12,756-$167,109
2011$144,314-▲ $10,039-$154,353
2010$151,543-▲ $1,325$8,554$144,314
2009$149,712-▲ $1,972-$151,543
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean PhelpsChief Executive OfficerFT$120,489$15,522$136,011
Steve CeliChief Financial OfficerFT$99,000$3,439$102,439

Board Members and Trustees

NameTitle
Peter V LawlorPresident
Steven D GeoffroyVice President
Angey SakelariosDirector
Anna BucciarelliDirector
Donna DeveauDirector
Frank C HassettDirector
Judy a SalkovitzDirector
Marybeth R Massimino CPADirector
Par SouthDirector
Patrick KimeraDirector
Timothy WhiteDirector
Will SoucyDirector
Pamela AnastasiSecretary
James G CullenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,605,201
Program Service Revenue
$3,608,153
Investment Income
$62,464
Other Revenue
$18,860
All Other Contributions
$36,796
Change in Net Assets
$305,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,279,284
Revenue Not Reported on Financial Statements
$15,394
Revenue Not Reported on Form 990
$257,464
Total Revenue per Audited Statements
$14,536,748
Total Revenue per Form 990
$14,294,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,692,800
Other Expenses$4,296,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,409,819$458,907-$7,868,726
Occupancy$882,402$66,150-$948,552
Other Employee Benefits$741,556$98,015-$839,571
Payroll Taxes$663,522$58,725-$722,247
Depreciation Depletion$248,519$43,967-$292,486
Current Officers, Directors, Trustees, and Key Employees-$262,256-$262,256
Office Expenses$63,819$64,369-$128,188
Interest$115,509$7,655-$123,164
All Other Expenses$87,398$28,775-$116,173
Insurance$87,910$10,403-$98,313
Fees for Services Other$4,648$78,536-$83,184
Other Expenses$61,968--$61,968
Travel$36,783$2,891-$39,674
Fees for Services Accounting-$33,929-$33,929
Fees for Services Management$28,173$3,982-$32,155
Conferences and Meetings$5,904$24,029-$29,933
Fees for Service Investment Mgmnt Fees-$15,394-$15,394
Information Technology$14,438--$14,438
Fees for Services Legal-$1,198-$1,198
Total Functional Expenses$12,730,175$1,259,181$0$13,989,356

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,989,356
Expenses per Audited Statements$13,973,962
Total Expenses per Audited Statements$13,973,962
Expenses Not Reported on Financial Statements$15,394
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Par SouthMember of the Board of DirectorsThis Member of the Board Is the President of Stafflink, Ltd. Lifelinks, Inc. Purchased a Portion of Its Temporary Help From This Company During 2014 Tax YearNo$27,066
Steven GeoffroyMember of the Board of DirectorsThis Member of the Board of Directors Is President of Long Term Pharmacy Solutions, Inc. Lifelinks, Inc. Purchased a Portion of Its Pharmacy Services From This Company During 2014 Tax Year.No$18,944
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Unrealized Loss on Interest Rate Swap Contract$163,704

Bond Issues

BondIssuerIssuedIssue PricePurpose
A04-34318142007-10-22$2,219,000Ma dev fin agcy ser 2007 bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,219,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 B, Line 11

“The 990 is emailed to the board for review and then a vote is taken to approve the 990 before it is filed.”

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

“New hires must disclose any relationships with current lifelinks' employees. Written lifelinks policies address conflicts of interest. Board of directors must annually declare in writing any related party interests.”

Form 990, Part VI, Section B, Line 15

“Annual performance review, with salary adjustments appropriate to lifelinks, inc. And salary ranges for industry, specialty, and geographic market. Written evaluation form by ad-hoc board of directors committee, and individual board member assessments are made of the ceo. Examples of the tools used for salary evaluation include but are not limited to salary survey 2010 and 2013 reports from third sector new england (ma providers council), charity navigator, alas salary review (2007) payscale report (money).”

Form 990, Part VI, Section C, Line 18

“Annual reports are distributed to interested parties. Pertinent information is posted in newsletters and on lifelinks' website. Also, financial statements are publically available on the state's osd website, as well as on the guidestar non-profit web site and on the lifelinks website.”

Form 990, Part VI, Section C, Line 19

“Information on how to access these documents or request copies is available on the lifelinks website.”

Filing and Contact Details

Filer

EIN
04-6111877
Phone
9783493000

Signing Officer

Name
Jean Phelps
Title
Chief Executive Officer
Phone
9783493000
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Phelps
Formed
1955
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
12
Employees
361
Volunteers
50

Preparer

Preparer
Jeffrey Cicolini CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on carrying value of interest rate swap contract 44,210.”

Form 990, Part XII, Line 2C

“Lifelinks' audit process did not change from the prior year. Lifelinks' has a committee that assumes responsibility for oversight of the audit of their financial statements audited by an independent accountant.”

Financial Statement Notes

PART IV, LINE 2B:

“Lifelinks is the fiscal agent for various individuals in its programs. Lifelinks receives and disburses funds on behalf of these individuals.”

PART X, LINE 2:

“Lifelinks accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statement regarding a tax position taken or expected to be taken in a tax return. Lifelinks has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at june 30, 2014 and 2013. Lifelinks's information returns are subject to examination by the federal and state jurisdictions and generally remain open for the most recent three years.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on carrying value of interest rate swap contract 44,210.”

Raw XML AppendixShowing 400 of 635 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14120489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1599000
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016223
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt010568405
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0276174
IRS990/GrossReceiptsAmt014554629
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt014438
IRS990/InformationTechnologyGrp/TotalAmt014438
IRS990/InsuranceGrp/ManagementAndGeneralAmt010403
IRS990/InsuranceGrp/ProgramServicesAmt087910
IRS990/InsuranceGrp/TotalAmt098313
IRS990/IntangibleAssetsGrp/BOYAmt034547
IRS990/IntangibleAssetsGrp/EOYAmt026419
IRS990/InterestGrp/ManagementAndGeneralAmt07655
IRS990/InterestGrp/ProgramServicesAmt0115509
IRS990/InterestGrp/TotalAmt0123164
IRS990/InvestmentIncomeGrp/ExclusionAmt046241
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046241
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01658253
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01918528
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt049
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02183110
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04017374
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03881428
IRS990/LandBldgEquipCostOrOtherBssAmt06064538
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0259951
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE RESIDENTIAL, RECREATIONAL AND HABILITATIONAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0815029
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0767092
IRS990/NetAssetsOrFundBalancesBOYAmt03530357
IRS990/NetAssetsOrFundBalancesEOYAmt04093143
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016223
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0213254
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt066150
IRS990/OccupancyGrp/ProgramServicesAmt0882402
IRS990/OccupancyGrp/TotalAmt0948552
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt064369
IRS990/OfficeExpensesGrp/ProgramServicesAmt063819
IRS990/OfficeExpensesGrp/TotalAmt0128188
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0189587
IRS990/OtherAssetsTotalGrp/EOYAmt0155353
IRS990/OtherChangesInNetAssetsAmt044210
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt098015
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0741556
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0839571
IRS990/OtherExpensesGrp/Desc0STIPENDS AND OTHER REIM
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc3TEMPORARY EMPLOYEES
IRS990/OtherExpensesGrp/ProgramServicesAmt01763384
IRS990/OtherExpensesGrp/ProgramServicesAmt1343584
IRS990/OtherExpensesGrp/ProgramServicesAmt2170839
IRS990/OtherExpensesGrp/ProgramServicesAmt361968
IRS990/OtherExpensesGrp/TotalAmt01763384
IRS990/OtherExpensesGrp/TotalAmt1343584
IRS990/OtherExpensesGrp/TotalAmt2170839
IRS990/OtherExpensesGrp/TotalAmt361968
IRS990/OtherLiabilitiesGrp/BOYAmt0207914
IRS990/OtherLiabilitiesGrp/EOYAmt0163704
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1SUB CONTRACT REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011032
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17828
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011032
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17828
IRS990/OtherRevenueTotalAmt018860
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0458907
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07409819
IRS990/OtherSalariesAndWagesGrp/TotalAmt07868726
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt058725
IRS990/PayrollTaxesGrp/ProgramServicesAmt0663522
IRS990/PayrollTaxesGrp/TotalAmt0722247
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0162248
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0167542
IRS990/PrincipalOfficerNm0JEAN PHELPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT AND THIRD PARTY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02611214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1996939
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02611214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1996939
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE DAY HABILITATION SERVICES TO DEVELOPMENTALLY DISABLED ADULTS SERVICE UNITS = 170,830 HOURS CLIENTS SERVED = 148
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03008393
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02624303
IRS990/ProgSrvcAccomActy3Grp/Desc0SHARED LIVING PROGRAM - RESIDENTIAL PLACEMENT AND SUPPORTING SERVICES FOR APPROXIMATELY 35 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING WITH A FAMILY, 11,716 HOURS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01380093
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0233353
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01495275
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt069363
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09796619
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt093704
IRS990/PYOtherExpensesAmt04490446
IRS990/PYOtherRevenueAmt036294
IRS990/PYProgramServiceRevenueAmt03395507
IRS990/PYRevenuesLessExpensesAmt0103369
IRS990/PYSalariesCompEmpBnftPaidAmt08728309
IRS990/PYTotalExpensesAmt013218755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013322124
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0305322
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0699994
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040151
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0SUB-CONTRACT REVENUE AND OTHER MISCELLANEOUS INCOME.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010605201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09796619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09759531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09645259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08964069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048770679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062930
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024518
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0241493
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013562467
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018860
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt036294
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018564
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt045364
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021583
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0140665
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99220
IRS990ScheduleA/PublicSupportPY170Pct00.99580
IRS990ScheduleA/PublicSupportTotal170Amt048770679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,688,989
Liabilities
$3,595,846
Net assets
$4,093,143
Revenue
$14,294,678
Expenses
$13,989,356
Net income
$305,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$31.0$13.1$44.7$41.3$3.43
2024Detailed filing. Detailed filing data is available for this year.$33.2$23.2$9.98$36.6$36.2$0.40
2023Detailed filing. Detailed filing data is available for this year.$31.5$22.2$9.32$29.4$30.6$1.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$10.6$10.1$30.7$28.2$2.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$14.6$9.11$31.5$26.1$5.35
2020Summary only. Only limited summary data is available for this year.$18.9$14.2$4.66$28.6$29.1$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$6.32$3.30$17.1$17.5$0.39
2018Detailed filing. Detailed filing data is available for this year.$8.37$4.51$3.86$16.1$17.1$0.92
2017Detailed filing. Detailed filing data is available for this year.$8.10$3.44$4.66$16.7$16.8$0.07
2016Detailed filing. Detailed filing data is available for this year.$8.27$3.75$4.52$16.4$16.3$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.12$3.58$4.54$16.3$15.6$0.62
2014Detailed filing. Detailed filing data is available for this year.$7.69$3.60$4.09$14.3$14.0$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$3.39$3.53$13.3$13.2$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$3.81$3.30$13.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$3.35$3.05$12.6