Civic Intelligence

Ability Beyond Disability Inc.

990 • Fiscal year 2015 • EIN 06-0776594

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 08, 2016

4 Berkshire BlvdBethel, CT 06801

(203) 775-4700

Siviq Scores

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

Liabilities / Assets

69th percentile

0.53x

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

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.35x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

28th percentile

-0.5%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$412,390

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

11th percentile

-5.9%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

4.0%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Down

$34,824,794

Down $2,197,797 (-5.9%) from 2014

Net Assets

Down

$16,537,599

Down $1,570,990 (-8.7%) from 2014

Liabilities

Down

$18,287,195

Down $626,807 (-3.3%) from 2014

Revenue

Up

$52,166,264

Up $2,013,280 (+4.0%) from 2014

Expenses

Up

$52,441,506

Up $2,383,731 (+4.8%) from 2014

Net Income

Down

-$275,242

Down $370,451 (-389%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $30,253,065Liabilities 2010: $17,934,408Net Assets 2010: $12,318,6572010Assets 2011: $31,274,911Liabilities 2011: $16,392,332Net Assets 2011: $14,882,5792011Assets 2012: $32,234,472Liabilities 2012: $16,902,409Net Assets 2012: $15,332,0632012Assets 2013: $36,354,413Liabilities 2013: $18,775,048Net Assets 2013: $17,579,3652013Assets 2014: $37,022,591Liabilities 2014: $18,914,002Net Assets 2014: $18,108,5892014Assets 2015: $34,824,794Liabilities 2015: $18,287,195Net Assets 2015: $16,537,5992015Assets 2016: $32,844,923Liabilities 2016: $17,403,953Net Assets 2016: $15,440,9702016Assets 2017: $29,367,756Liabilities 2017: $17,791,401Net Assets 2017: $11,576,3552017Assets 2018: $28,994,830Liabilities 2018: $18,338,915Net Assets 2018: $10,655,9152018Assets 2019: $29,145,895Liabilities 2019: $19,730,618Net Assets 2019: $9,415,2772019Assets 2020: $29,956,812Liabilities 2020: $20,420,481Net Assets 2020: $9,536,3312020Assets 2021: $36,674,739Liabilities 2021: $25,698,463Net Assets 2021: $10,976,2762021Assets 2022: $31,766,670Liabilities 2022: $16,856,385Net Assets 2022: $14,910,2852022Assets 2023: $31,995,288Liabilities 2023: $18,995,871Net Assets 2023: $12,999,4172023Assets 2024: $30,595,556Liabilities 2024: $17,340,153Net Assets 2024: $13,255,4032024

Highlighted filing

2015

Assets$34,824,794
Liabilities$18,287,195
Net Assets$16,537,599

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $38,882,0992010Expenses 2011: $40,191,9682011Expenses 2012: $44,459,6372012Revenue 2013: $51,440,599Expenses 2013: $48,742,993Net Income 2013: $2,697,6062013Revenue 2014: $50,152,984Expenses 2014: $50,057,775Net Income 2014: $95,2092014Revenue 2015: $52,166,264Expenses 2015: $52,441,506Net Income 2015: -$275,2422015Revenue 2016: $51,145,124Expenses 2016: $51,825,801Net Income 2016: -$680,6772016Revenue 2017: $48,019,812Expenses 2017: $49,698,750Net Income 2017: -$1,678,9382017Revenue 2018: $48,690,318Expenses 2018: $52,093,648Net Income 2018: -$3,403,3302018Revenue 2019: $52,619,322Expenses 2019: $53,814,290Net Income 2019: -$1,194,9682019Revenue 2020: $53,019,353Expenses 2020: $52,721,184Net Income 2020: $298,1692020Revenue 2021: $52,693,685Expenses 2021: $51,874,522Net Income 2021: $819,1632021Revenue 2022: $63,523,383Expenses 2022: $58,250,182Net Income 2022: $5,273,2012022Revenue 2023: $63,358,419Expenses 2023: $62,608,483Net Income 2023: $749,9362023Revenue 2024: $65,819,053Expenses 2024: $65,672,301Net Income 2024: $146,7522024

Highlighted filing

2015

Revenue$52,166,264
Expenses$52,441,506
Net Income-$275,242
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 8, 2016
Return Version
2014v6.0
Gross Receipts
$52,376,912
Mission and Program Overview

Mission

Driven by the mission to discover, build, and celebrate the ability in everyone we serve, Ability Beyond has pioneered innovative and person-centered care for people with disabilities since 1953. Our network of programs, care and services supports individuals from 13 to 93 with autism, physical and developmental disabilites, acquired brain injury along with the age-related illnesses people in our programs experience throughout their lives. (please see complete narrative on attachment A)

At Ability Beyond, we discover, build and celebrate the ability in all people. For over 62 years, we've lead the field in supporting people with disabilities, by providing person-centered, cutting-edge, and cost-effective services. With more than 2,500 people benefiting from our services across two states, our size, scope and experience motivates us to develop creative new technolgies and approaches to care for people with disabilities. Our best practices are nationally recognized and replicated, and have been adopted by organizations around the country to service thousands more people at the state and national level.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,177,695$15,667,389▼ $510,306
Investments in Publicly Traded Securities$4,616,530$4,978,082▲ $361,552
Pledges and Grants Receivable$3,682,420$3,258,358▼ $424,062
Accounts Receivable$4,480,783$3,219,938▼ $1,260,845
Prepaid Expenses and Deferred Charges$714,627$579,025▼ $135,602
Cash and Non-Interest-Bearing Accounts$293,889$263,031▼ $30,858
Total Assets$37,022,591$34,824,794▼ $2,197,797
Other Assets Total$7,056,647$6,858,971▼ $197,676
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,933,167$10,439,949▼ $493,218
Other Liabilities$5,841,485$5,414,917▼ $426,568
Accounts Payable and Accrued Expenses$1,964,936$2,251,625▲ $286,689
Deferred Revenue$174,414$180,704▲ $6,290
Total Liabilities$18,914,002$18,287,195▼ $626,807
Net Assets / Fund Balance
Unrestricted Net Assets$13,048,914$11,093,416▼ $1,955,498
Temporarily Rstr Net Assets$4,264,084$4,622,510▲ $358,426
Permanently Rstr Net Assets$795,591$821,673▲ $26,082
Total Net Assets Fund Balance$18,108,589$16,537,599▼ $1,570,990
Total Liabilities and Net Assets / Fund Balance$37,022,591$34,824,794▼ $2,197,797

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,320,142$12,668,055-
Other Land Buildings$2,466,992$3,224,792-
Land$3,064,169--
Equipment$1,586,712$5,562,266-
Leasehold Improvements$229,374$270,445-
Other Assets Org$60,362--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$6,785,991$101,500▲ $181,685$200,000$6,840,362
2013$6,090,476$331,633▲ $592,033$200,000$6,785,991
2012$5,781,404$-81,990▲ $419,314-$6,090,476
2011$5,631,453$16,529▲ $159,927-$5,781,404
2010$4,929,295$750▲ $728,652-$5,631,453
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas H FanningPresidentFT$390,847$21,543$412,390
Thomas H Fanning--$329,168$83,222$412,390
Lori Pasqualini--$234,424$21,543$255,967
Lori PasqualiniChief Financial and Administrative OfficerFT$234,242$21,543$255,785
Jane Davis-buntChief Operating OfficerFT$233,490$21,543$255,033
Jane Davis-bunt--$233,490$21,543$255,033
David J CappielloVice President of DevelopmentFT$191,576$21,543$213,119
David J Cappiello--$191,576-$191,576
Laurie DaleDirector of Information TechnologyFT$124,351$21,543$145,894
Amy BrownControllerFT$126,523$6,899$133,422
Kris FossManaging DirectorFT$132,759-$132,759
CARRIE O'CONNELLDirector of ServicesFT$131,600-$131,600
Nicole CadoviusDirector of ServicesFT$119,884-$119,884

Board Members and Trustees

NameTitle
Harvey M Kramer MdChairman
Arthur RosenfieldBoard of Directors
Barbara VolzBoard of Directors
Candy ShaughnessyBoard of Directors
Carol SteinerBoard of Directors
George ColemanBoard of Directors
George MulvaneyBoard of Directors
James Luciano MdBoard of Directors
Mark PrincipiBoard of Directors
Marty BeanBoard of Directors
Mary BorbaBoard of Directors
Robert BedoukianBoard of Directors
Sigal ZarmiBoard of Directors
Fred L BakerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Tidy LaundryLaudry Services3939 Main Street, Bridgeport, CT 06606$227,313
Lindquist Power & LandscapingLandscaping11 Old State Road, New Milford, CT 06776$165,530
Almost Home AdultDay Program52 Federal Road, Danbury, CT 06810$158,271
David Sousa Plumbing LLCPlumbing85 Franklin St, Danbury, CT 06810$145,025
O'Connor DaviesAccounting ServicesOne Stamford Lane, Stamford, CT 06902$132,620
Revenue and Support

Revenue Composition

Contributions and Grants
$3,477,216
Program Service Revenue
$48,062,667
Investment Income
$497,751
Other Revenue
$128,630
All Other Contributions
$2,081,159
Change in Net Assets
$-275,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$39,518,044
Other Expenses$12,923,462
Total Fundraising Expense$942,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,397,315$1,135,410$298,503$28,831,228
Other Employee Benefits$5,818,825$558,080$104,080$6,480,985
Occupancy$2,091,149$558,616$15,379$2,665,144
Payroll Taxes$2,262,877$217,031$40,475$2,520,383
Current Officers, Directors, Trustees, and Key Employees$0$1,493,872$191,576$1,685,448
All Other Expenses$36,447$1,288,974$92,703$1,418,124
Depreciation Depletion$754,319$494,984$18,958$1,268,261
Other Expenses$1,191,515$0$0$1,191,515
Travel$1,015,313$942$233$1,016,488
Interest$262,050$252,593$2,397$517,040
Insurance$70,862$124,369$551$195,782
Fees for Services Accounting$0$99,038$0$99,038
Fees for Services Legal$0$84,398$0$84,398
Fees for Services Lobbying$0$42,750$0$42,750
Total Functional Expenses$44,860,233$6,638,373$942,900$52,441,506
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$210,648
Fundraising Gross Income$210,648
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$685,944$685,944$93,179$592,765
Golf Tournament$83,695$83,695$6,414$77,281
Total Events$932,639$932,639$210,648$721,991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to State$3,353,547
Capital Leases Payable$2,061,370
Accrued Expenses-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ability Beyond Disability Inc
EIN
06-0776594
Phone
2037754700
Address
4 Berkshire Blvd, Bethel, CT 06801

Signing Officer

Name
Lori Pasqualini
Title
Chief Financial and Admin Officer
Phone
2037754700
Signed
2016-03-08

Organization Details

Formed
1953
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
1,138
Volunteers
425
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Board of Directors delegates the review of the Form 990 to the Finance Committee.

Pt VI, Line 11B

The governing documents, conflicts of interest policy and financial statements are available to the public upon request as instructed on our website.

Pt VI, Line 12C

Compensation of Officers, Directors, Trustees, and Key employees. The Board of Directors has charged the Executive Committee with making recommendations to the Board for the determination of compensation of the President/CEO. Information is made available to assist in establishing compensation that is fair and reasonable including: recent compensation surveys and/or analysis of like organizations in the region, specific compensation data for similiar positions in organizations of similar size and complexity. Information collected with relevance to the President/CEO compensation is reviewed with the Chair of the Human Resource Committee and the Board of Directors who presents this data to the Execution Committee for consideration in developing the Committee's recommendation to the Board of Directors as to terms of an employment agreement, if any, and annual compensation to be paid to the President/CEO. The Board of Directors approves the President/CEO. Information collected with relavance to compensation for other senior managment personnel is reviewed with the President/CEO who considers this data in recommending annual compensation for these individuals. The CEO's recommendations are reviewed for reasonableness by the Executive Committee (Sr. Management Compensation Committee) prior to recommendations to the Board of Directors for approval. Compensation is determinded by terms of employment agreements (if any), the organizations performance, the employees's contributions to that performance and his/hers years of service. Additional factors considered are education or credentials, prior experience, current or prior affiliations, scarcity of talent in job area, etc. Decisions on compensation for members of Ability Beyond's Sr. Managment team are reached after review of relavant survey information and data for the like positions in like agencies in the region. Members of Sr. Management Team whose compensation is being considered are not present at meetings which a decision on his/her compensation is reached.

Pt VI, Line 15A

Included above.

Pt VI, Line 15B

As outlined in the 990 Part VII, the Board of Directors have a well defined process for determining the compensation for the CEO and Senior Management Team, based on meeting organization objectives. The CEO has entered into an employment agreement which includes a provision for bonus payments based on the executives performance related to objectives ranging from 10 to 20% of salary.

Other

Part VII Section A- Compensation of Officers, Directors, Trustees, Key Employees and highest compensated employees. Ability Beyond is related to multiple not-for-profit 501(c)(3) corporations withover 1,200 employees, combined annual budgets of $63,000,000, and operations in New York and Connecticut. Ability Beyond provides health and human services to people with significant disabilities: major revenue sources include fees, government contracts, Medicaid, Medicare and philanthropic support. The officers and employees reported in this schedule govern and manage all phases of the operations for Ability Beyond Disability, Inc., Ability Beyond Disability (a NY Corporation), and Growing Possibilities: compensation reported on this schedule is total compensation provided through all related corporations, See Schedule O, Part VI line 15 for a description of the process for determining compensation.

Pt XI

Net assets released from restriction.

Pt VI, Line 6

Ability Beyond Disability Inc. is related by common control to Ability Beyond Disability (a NY Corporation).

Form 990, Part IX, Line 24F

Uncollected fees 902009. 902009. Bank services charges 24918. 24918. Marketing and community relations 173031. 36447. 123937. 12647. Fundraising supplies 80056. 80056. Consultants- other 202538. 202538. Licenses and fees 32172. 32172. Board expenses 3400. 3400.

Financial Statement Notes

Pt V, Line 4

The Agency maintains various donor-restricted and board-designated funds whose purposes is to provide long-term support for its charitable programs.

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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/Desc0RESIDENTIAL CONTINUUM OF CARE: WE HELP MORE THAN 600 ADULTS WITH SPECIAL NEEDS LIVE WITH DIGNITY IN SAFE, COMFORTABLE, ACCESSIBLE HOUSING. HANDS-ON SUPPORT RANGES FROM 2 TO 24 HOURS. IT INCLUDES REHABILITATION, NURSING, LIFE-SKILLS TRAINING, CAREER TRAINING, BEHAVIORAL SUPPORT AND DIRECT SUPERVISION BY STAFF. IN 2015, ABILITY BEYOND CONTINUES TO EMERGE AS NATIONAL LEADERS IN BUILDING COMFORTABLE, COMMUNITY-BASED HOMES TO ACCOMMODATE PEOPLE WITH SPECIAL NEEDS AS THEY AGE. OUR USE OF TECHNOLOGY TO CREATE "SMART HOMES" WILL INCREASE PRIVACY WHILE REDUCING COST. THIS CREATION OF "SMART HOMES" HAS ALSO DRAWN NATIONAL ATTENTION AND SIGNIFICANT FUNDING FROM STATES . NEW YORK AND CONNECTICUT.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.6$17.3$13.3$65.8$65.7$0.15
2023Detailed filing. Detailed filing data is available for this year.$32.0$19.0$13.0$63.4$62.6$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$16.9$14.9$63.5$58.3$5.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$25.7$11.0$52.7$51.9$0.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$20.4$9.54$53.0$52.7$0.30
2019Detailed filing. Detailed filing data is available for this year.$29.1$19.7$9.42$52.6$53.8$1.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$18.3$10.7$48.7$52.1$3.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$17.8$11.6$48.0$49.7$1.68
2016Detailed filing. Detailed filing data is available for this year.$32.8$17.4$15.4$51.1$51.8$0.68
2015Detailed filing. Detailed filing data is available for this year.$34.8$18.3$16.5$52.2$52.4$0.28
2014Detailed filing. Detailed filing data is available for this year.$37.0$18.9$18.1$50.2$50.1$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$18.8$17.6$51.4$48.7$2.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$16.9$15.3$44.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$16.4$14.9$40.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$17.9$12.3$38.9