Civic Intelligence

Arc of Meriden-Wallingford Inc

990 • Fiscal year 2020 • EIN 06-0756834

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

200 Research ParkwayMeriden, CT 06450

(203) 237-9975

Siviq Scores

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

Liabilities / Assets

85th percentile

0.78x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.47x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

34th percentile

-0.3%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$145,420

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

84th percentile

33%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

6.7%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$8,163,963

Up $2,019,132 (+33%) from 2019

Net Assets

Down

$1,798,826

Down $35,371 (-1.9%) from 2019

Liabilities

Up

$6,365,137

Up $2,054,503 (+48%) from 2019

Revenue

Up

$13,561,635

Up $848,024 (+6.7%) from 2019

Expenses

Up

$13,597,006

Up $827,405 (+6.5%) from 2019

Net Income

Up

-$35,371

Up $20,619 (+37%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $4,116,113Liabilities 2010: $2,922,589Net Assets 2010: $1,193,5242010Assets 2011: $4,525,985Liabilities 2011: $3,284,391Net Assets 2011: $1,241,5942011Assets 2012: $4,437,308Liabilities 2012: $3,152,865Net Assets 2012: $1,284,4432012Assets 2013: $5,300,065Liabilities 2013: $3,937,884Net Assets 2013: $1,362,1812013Assets 2014: $5,789,900Liabilities 2014: $4,353,396Net Assets 2014: $1,436,5042014Assets 2015: $5,802,303Liabilities 2015: $4,304,167Net Assets 2015: $1,498,1362015Assets 2016: $5,581,749Liabilities 2016: $4,043,317Net Assets 2016: $1,538,4322016Assets 2017: $5,605,700Liabilities 2017: $4,100,554Net Assets 2017: $1,505,1462017Assets 2018: $6,213,766Liabilities 2018: $4,323,579Net Assets 2018: $1,890,1872018Assets 2019: $6,144,831Liabilities 2019: $4,310,634Net Assets 2019: $1,834,1972019Assets 2020: $8,163,963Liabilities 2020: $6,365,137Net Assets 2020: $1,798,8262020Assets 2021: $5,634,658Liabilities 2021: $3,334,678Net Assets 2021: $2,299,9802021Assets 2022: $6,493,530Liabilities 2022: $4,142,319Net Assets 2022: $2,351,2112022Assets 2023: $8,186,335Liabilities 2023: $5,914,193Net Assets 2023: $2,272,1422023Assets 2024: $8,875,446Liabilities 2024: $6,162,952Net Assets 2024: $2,712,4942024

Highlighted filing

2020

Assets$8,163,963
Liabilities$6,365,137
Net Assets$1,798,826

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,713,6252010Expenses 2011: $8,038,7962011Expenses 2012: $8,873,8622012Revenue 2013: $9,889,009Expenses 2013: $9,811,271Net Income 2013: $77,7382013Revenue 2014: $10,962,458Expenses 2014: $10,888,135Net Income 2014: $74,3232014Revenue 2015: $12,089,826Expenses 2015: $12,028,194Net Income 2015: $61,6322015Revenue 2016: $11,573,014Expenses 2016: $11,532,718Net Income 2016: $40,2962016Revenue 2017: $11,112,830Expenses 2017: $11,146,116Net Income 2017: -$33,2862017Revenue 2018: $12,032,494Expenses 2018: $11,647,453Net Income 2018: $385,0412018Revenue 2019: $12,713,611Expenses 2019: $12,769,601Net Income 2019: -$55,9902019Revenue 2020: $13,561,635Expenses 2020: $13,597,006Net Income 2020: -$35,3712020Revenue 2021: $14,484,578Expenses 2021: $13,983,424Net Income 2021: $501,1542021Revenue 2022: $14,738,663Expenses 2022: $14,687,432Net Income 2022: $51,2312022Revenue 2023: $16,671,129Expenses 2023: $16,750,198Net Income 2023: -$79,0692023Revenue 2024: $18,355,057Expenses 2024: $17,914,705Net Income 2024: $440,3522024

Highlighted filing

2020

Revenue$13,561,635
Expenses$13,597,006
Net Income-$35,371
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.0
Gross Receipts
$13,572,293
Mission and Program Overview

Mission

To assist and advocate for children and adults with developmental disabilities to reach their full potential and become contributing members of their community.

To support and advocate for children and adults with developmental disabilities to reach their full potential and become accepted and respected members of their community and to advocate and support their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,461,627$4,351,677▼ $109,950
Savings and Temporary Cash Investments$991,562$2,665,419▲ $1,673,857
Accounts Receivable$391,136$842,780▲ $451,644
Prepaid Expenses and Deferred Charges$114,341$174,126▲ $59,785
Cash and Non-Interest-Bearing Accounts$131,862$76,725▼ $55,137
Total Assets$6,144,831$8,163,963▲ $2,019,132
Other Assets Total$54,303$53,236▼ $1,067
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,686,117$2,373,847▼ $312,270
Other Liabilities$264,711$2,144,727▲ $1,880,016
Accounts Payable and Accrued Expenses$1,359,806$1,846,563▲ $486,757
Total Liabilities$4,310,634$6,365,137▲ $2,054,503
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,798,613$1,767,393▼ $31,220
Net Assets With Donor Restrictions$35,584$31,433▼ $4,151
Total Net Assets Fund Balance$1,834,197$1,798,826▼ $35,371
Total Liabilities and Net Assets / Fund Balance$6,144,831$8,163,963▲ $2,019,132

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,934,233$1,922,168$4,856,401
Land$1,400,877-$1,400,877
Equipment$16,567$130,716$147,283

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$28,028$768▲ $29-$28,825
2018$27,232$768▲ $28-$28,028
2017$26,373$768▲ $91-$27,232
2016$24,466$1,850▲ $57-$26,373
2015$21,411$3,032▲ $23-$24,466
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela FieldsChief Exec.FT$133,341$12,079$145,420
Rebecca BlazejowskiChief Fin. OPT$102,388$2,079$104,467

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Norton Healthcare StaffingNursing34 ELM STREET, Cohasset, MA 02025$865,267
Ddn Consulting ServicesNursingPO BOX 185010, Hamden, CT 06518$241,256
Revenue and Support

Revenue Composition

Contributions and Grants
$35,532
Program Service Revenue
$13,504,796
Investment Income
$3,585
Other Revenue
$17,722
All Other Contributions
$18,207
Change in Net Assets
$-35,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,561,635
Revenue Not Reported on Form 990
$16,849
Total Revenue per Audited Statements
$13,578,484
Total Revenue per Form 990
$13,561,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,388,332
Other Expenses$4,208,674
Total Fundraising Expense$2,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,486,190$1,016,591-$7,502,781
Fees for Services Other$1,706,805$416,619-$2,123,424
Other Employee Benefits$642,667$101,181-$743,848
Payroll Taxes$609,944$96,030-$705,974
Travel$585,464$11,964-$597,428
Occupancy$284,861$274,531-$559,392
Office Expenses$141,960$115,419$2,419$259,798
Current Officers, Directors, Trustees, and Key Employees$203,789$31,940-$235,729
Pension Plan Contributions$172,795$27,205-$200,000
Depreciation Depletion$171,035$15,914-$186,949
Interest$141,326$4,287-$145,613
Insurance$37,693$55,128-$92,821
Other Expenses$30,726$32,010-$30,726
Conferences and Meetings$400$29,031-$29,431
All Other Expenses-$3,412-$3,412
Total Functional Expenses$11,340,837$2,253,750$2,419$13,597,006

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,613,855
Expenses per Audited Statements$13,597,006
Total Expenses per Form 990$13,597,006
Expenses Not Reported on Form 990$16,849
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,683
Fundraising Gross Income$7,683
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$19,018$7,683$7,683$0
Total Events$19,018$7,683$7,683-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance (ppp)$1,883,316
Dds Cash Advances$214,411
Refundable Advance$47,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 form 990 is reviewed by the board of directors.

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

Full disclosure of conflicts is made to the board of directors in writing by interested parties. Following disclosure of a possible conflict the board of directors votes to take action necessary to address the conflict. A copy of the policy is given to board members and other stakeholders upon the start of a relationship with arc. Each stakeholder shall sign and date the policy at the beginning of their term and each year thereafter.

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

The organization has developed a salary analysis that uses state-wide averages from a salary survery conducted by the connecticut community nonprofit alliance. The feasibility of salary increases are deliberated and approved by the executive committee of the board.

Form 990, Page 6, Part VI, Line 19

Policies of the arc are available upon request. Financial statements are distributed to members at the annual meeting.

Filing and Contact Details

Filer

Filer Name
Midstate Arc Inc
EIN
06-0756834
Phone
2032379975
Address
200 RESEARCH PARKWAY, MERIDEN, CT 06450

Signing Officer

Name
Pamela Fields
Title
Chief Exec. Officer
Phone
2032379975
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Fields
Formed
1952
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
323
Volunteers
8

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To support and advocate for children and adults with developmental disabilities to reach their full potential and become accepted and respected members of their community and to advocate and support their families.

Form 990, Part IX, Line 11G

1,706,805 416,619 0

Form 990, Part XI, Line 9

Fundraising expenses 7,683 rental expenses 2,975 net assets released from restrictions 6,191 fundraising expenses -7,683 rental expenses -2,975 net assets released from restrictions -6,191

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Funds are used to further the exempt purpose of the organization.

Schedule D, Page 3, Part X

The organization has received exemption from federal income tax under section 501(c)(3) of the internal revenue code. The organization has also been classified as an entity that is not a private foundation within the meaning of section 509(a) of the internal revenue code and qualifies for deductible contributions as provided in section 170(b)(1)(a)(vi). Management has reviewed the organization's reporting and believe they have not taken tax positions that are more likely than not to be determined to be incorrect by the internal revenue service and therefore, no adjustments or disclosures are required. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods pending or in progress.

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

Fundraising expenses 7,683 rental expenses 2,975 net assets released from restrictions 6,191

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

Fundraising expenses 7,683 rental expenses 2,975 net assets released from restrictions 6,191

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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0114341
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IRS990/PrincipalOfficerNm0PAMELA FIELDS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt175830
IRS990/ProgSrvcAccomActy2Grp/Desc0RESIDENTIAL PROGRAMS INCLUDE COMMUNITY LIVING ARRANGEMENTS, CONTINUOUS RESIDENTIAL SUPPORTS, IN-HOME SUPPORTS, AND PERSONAL SUPPORTS FOR OVER 60 INDIVIDUALS WHERE THE FOCUS IS SAFE AND HEALTHY LIVING IN A COMMUNITY SETTING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07121344
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08055879
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYProgramServiceRevenueAmt012569104
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IRS990/PYSalariesCompEmpBnftPaidAmt09434956
IRS990/PYTotalExpensesAmt012769601
IRS990/PYTotalRevenueAmt012713611
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-35371
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04900
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05448917
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0991562
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02665419
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING 44,829 OTHER REVENUE 11,063 BOND FUND REVENUE 79,337
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0849375
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011460
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt024854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011460
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.88$6.16$2.71$18.4$17.9$0.44
2023Detailed filing. Detailed filing data is available for this year.$8.19$5.91$2.27$16.7$16.8$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.49$4.14$2.35$14.7$14.7$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.63$3.33$2.30$14.5$14.0$0.50
2020Detailed filing. Detailed filing data is available for this year.$8.16$6.37$1.80$13.6$13.6$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$4.31$1.83$12.7$12.8$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$4.32$1.89$12.0$11.6$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$4.10$1.51$11.1$11.1$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$4.04$1.54$11.6$11.5$0.04
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.80$4.30$1.50$12.1$12.0$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.79$4.35$1.44$11.0$10.9$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$3.94$1.36$9.89$9.81$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$3.15$1.28$8.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$3.28$1.24$8.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$2.92$1.19$6.71