Civic Intelligence

Ability Beyond Disability Inc.

990 • Fiscal year 2017 • EIN 06-0776594

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 21, 2018

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

78th percentile

0.61x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.37x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

23rd percentile

-3.5%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

6th percentile

-11%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-6.1%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Down

$29,367,756

Down $3,477,167 (-11%) from 2016

Net Assets

Down

$11,576,355

Down $3,864,615 (-25%) from 2016

Liabilities

Up

$17,791,401

Up $387,448 (+2.2%) from 2016

Revenue

Down

$48,019,812

Down $3,125,312 (-6.1%) from 2016

Expenses

Down

$49,698,750

Down $2,127,051 (-4.1%) from 2016

Net Income

Down

-$1,678,938

Down $998,261 (-147%) from 2016

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

2017

Assets$29,367,756
Liabilities$17,791,401
Net Assets$11,576,355

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

2017

Revenue$48,019,812
Expenses$49,698,750
Net Income-$1,678,938
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 21, 2018
Return Version
2016v3.0
Gross Receipts
$48,259,419
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)

Since 1953, Ability Beyond has pioneered innovative and person-centered care for individuals with disabilities, driven by the mission to discover, build, and celebrate the potential in everyone we serve regardless of their diagnoses. Every day, we empower

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,987,068$15,244,053▲ $1,256,985
Investments in Publicly Traded Securities$3,584,893$5,203,268▲ $1,618,375
Accounts Receivable$3,822,390$4,337,716▲ $515,326
Pledges and Grants Receivable$3,816,168$2,308,707▼ $1,507,461
Prepaid Expenses and Deferred Charges$1,041,115$304,487▼ $736,628
Cash and Non-Interest-Bearing Accounts$190,013$82,186▼ $107,827
Total Assets$32,844,923$29,367,756▼ $3,477,167
Other Assets Total$6,403,276$1,887,339▼ $4,515,937
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,284,272$11,469,542▲ $185,270
Accounts Payable and Accrued Expenses$2,492,587$3,347,220▲ $854,633
Other Liabilities$3,507,661$2,967,379▼ $540,282
Deferred Revenue$119,433$7,260▼ $112,173
Total Liabilities$17,403,953$17,791,401▲ $387,448
Net Assets / Fund Balance
Unrestricted Net Assets$9,566,089$6,769,775▼ $2,796,314
Temporarily Rstr Net Assets$5,030,677$3,962,376▼ $1,068,301
Permanently Rstr Net Assets$844,204$844,204→ $0
Total Net Assets Fund Balance$15,440,970$11,576,355▼ $3,864,615
Total Liabilities and Net Assets / Fund Balance$32,844,923$29,367,756▼ $3,477,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,009,909$12,633,978-
Other Land Buildings$349,100$5,008,930-
Land$3,064,169--
Equipment$1,632,316$7,066,426-
Leasehold Improvements$188,559$320,275-
Other Assets Org$5,605--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$6,907,250-▲ $514,167-$7,389,591
2015$6,840,362$31,090▲ $64,188-$6,907,250
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane DavisPresident and CEOFT$257,881$163,300$421,181
Thomas H FanningDevelopment OfficerPT$342,501$22,649$365,150
Thomas H Fanning--$342,501$22,649$365,150
Jane Davis--$257,881$22,649$280,530
Lori PasqualiniChief Financial OfficerFT$243,190$22,649$265,839
Lori Pasqualini--$243,190$22,649$265,839
David MancusiSr. Lead InnovationsPT$138,745$22,649$161,394
David Mancusi--$138,745$22,649$161,394
Kris FossManaging DirectorFT$160,368$957$161,325
Kris Foss--$160,368$957$161,325
Amy Brown--$136,901$22,649$159,550
Amy BrownControllerFT$136,091$22,649$158,740
Patrick Queenan--$133,556$22,649$156,205
Jacqueline Reina--$140,651$13,576$154,227
CARRIE O'CONNELLDirector of ServicesFT$125,809$22,649$148,458
Patrick QueenanDirector Clinical ServiceFT$133,556$13,576$147,132
Laurie DaleSr. Lead Assitive TechnologyFT$132,578$7,116$139,694
Laurie Dale--$132,578-$139,694
CARRIE O'CONNELL--$125,809$7,116$125,809

Board Members and Trustees

NameTitle
Gregory D SmithChairman
Mary BorbaVice-Chairman
Robert BedoukianVice-Chairman
Candy ShaughnessyBoard of Directors
Carol SteinerBoard of Directors
George MulvaneyBoard of Directors
Gerald GaravelBoard of Directors
John RichardsBoard of Directors
Sanford C Proner DpmBoard of Directors
Stephen TracyBoard of Directors
Jacqueline ReinaDirector
Joseph ClouseDirector
Fred L BakerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Glenn Martone ConstructionContruction5 Jason Court, Brookfield, CT 06804$263,402
Tidy LaundryLaudry Services3939 Main Street, Bridgeport, CT 06606$228,703
Almost Home AdultDay Program52 Federal Road, Danbury, CT 06810$189,417
Lindquist Power & LandscapingLandscaping11 Old State Road, New Milford, CT 06776$148,072
O'Connor DaviesAuditing3001 Summer Street, Stamford, CT 06905$136,183
Revenue and Support

Revenue Composition

Contributions and Grants
$1,689,307
Program Service Revenue
$46,120,159
Investment Income
$227,306
Other Revenue
$-16,960
All Other Contributions
$681,697
Change in Net Assets
$-1,678,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,987,986
Revenue Not Reported on Financial Statements
$31,826
Revenue Not Reported on Form 990
$18,397,550
Total Revenue per Audited Statements
$66,385,536
Total Revenue per Form 990
$48,019,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$38,396,635
Other Expenses$11,302,115
Total Fundraising Expense$1,444,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,754,316$526,097$533,162$28,813,575
Other Employee Benefits$5,001,761$395,901$96,084$5,493,746
Payroll Taxes$2,202,002$174,293$42,300$2,418,595
Occupancy$1,812,756$363,528$15,408$2,191,692
Current Officers, Directors, Trustees, and Key Employees$0$1,670,719$0$1,670,719
Depreciation Depletion$1,136,531$484,465$30,617$1,651,613
Other Expenses$1,185,491$0$0$1,185,491
Travel$666,153$886$222$667,261
Fees for Services Other$77,356$262,829$58,411$398,596
Interest$175,086$218,205$2,426$395,717
All Other Expenses$0$361,409$0$361,409
Insurance$81,196$131,036$862$213,094
Fees for Services Accounting$0$81,596$0$81,596
Fees for Services Legal$2,300$68,354$0$70,654
Fees for Services Lobbying$0$68,500$0$68,500
Total Functional Expenses$43,206,496$5,047,725$1,444,529$49,698,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$67,153,348
Expenses per Audited Statements$49,698,750
Total Expenses per Form 990$49,698,750
Expenses Not Reported on Form 990$17,454,598
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$239,607
Fundraising Gross Income$239,607
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$599,316$599,316$87,036$512,280
Golf Tournament$69,593$69,593$7,580$62,013
Total Events$733,980$733,980$239,507$494,473
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$2,468,472
Accrued Expenses$464,938
Capital Leases Payable$33,969
Deferred Income-
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 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 Finance Officer
Phone
2037754700
Signed
2018-02-21

Organization Details

Formed
1953
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
13
Employees
1,058
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 Executive 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 employment and compensation agreement. Information collected with relevance 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 employee'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 relevant 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 with over 1,200 employees, combined annual budgets of $67,000,000, 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, Inc.: 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 24E

Uncollectible Accounts 361409. 0. 361409. 0.

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.

Pt XI, Line 2D

Income from Related Organizations

Pt XII, Line 2D

Expenses from Related Organizations. Includes Executive compensation for all 3 entities.

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IRS990/Desc0RESIDENTIAL CONTINUUM OF CARE: WE HELP OVER 600 CONNECTICUT ADULTS WITH SPECIAL NEEDS LIVE WITH DIGNITY IN SAFE, COMFORTABLE, ACCESSIBLE HOUSING. HANDS-ON SUPPORT RANGES FROM 2 TO 24 HOURS PER DAY. IT INCLUDES REHABILITATION, NURSING, LIFE-SKILLS TRAINING, CAREER TRAINING, BEHAVIORAL SUPPORT AND DIRECT SUPERVISION BY STAFF. IN 2017, ABILITY BEYOND CONTINUED 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" INCREASES PRIVACY AND AUTONOMY WHILE REDUCING COST. THIS CREATION OF "SMART HOMES" HAS ALSO DRAWN NATIONAL ATTENTION AND SIGNIFICANT FUNDING FROM THE STATES OF 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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $25M-$50M nonprofits