Civic Intelligence

Allied Community Resources Inc.

990 • Fiscal year 2019 • EIN 06-1538357

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

6 Craftsman RoadEast Windsor, CT 06088

(860) 627-9500

Siviq Scores

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

Liabilities / Assets

90th percentile

0.93x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

3.02x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

60th percentile

6.0%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$180,304

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$25,614,699

Up $3,423,432 (+15%) from 2018

Net Assets

Up

$1,886,673

Up $469,459 (+33%) from 2018

Liabilities

Up

$23,728,026

Up $2,953,973 (+14%) from 2018

Revenue

Up

$7,862,366

Up $1,546,270 (+24%) from 2018

Expenses

Up

$7,392,907

Up $1,220,121 (+20%) from 2018

Net Income

Up

$469,459

Up $326,149 (+228%) from 2018

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $4,946,608Liabilities 2011: $4,273,254Net Assets 2011: $673,3542011Assets 2012: $6,555,651Liabilities 2012: $5,871,672Net Assets 2012: $683,9792012Assets 2013: $7,857,948Liabilities 2013: $6,905,482Net Assets 2013: $952,4662013Assets 2014: $9,870,897Liabilities 2014: $8,887,658Net Assets 2014: $983,2392014Assets 2015: $12,634,715Liabilities 2015: $11,562,126Net Assets 2015: $1,072,5892015Assets 2016: $15,879,028Liabilities 2016: $14,712,951Net Assets 2016: $1,166,0772016Assets 2017: $18,451,200Liabilities 2017: $17,177,296Net Assets 2017: $1,273,9042017Assets 2018: $22,191,267Liabilities 2018: $20,774,053Net Assets 2018: $1,417,2142018Assets 2019: $25,614,699Liabilities 2019: $23,728,026Net Assets 2019: $1,886,6732019Assets 2020: $30,959,821Liabilities 2020: $28,837,207Net Assets 2020: $2,122,6142020Assets 2021: $34,336,472Liabilities 2021: $31,570,963Net Assets 2021: $2,765,5092021Assets 2022: $36,235,840Liabilities 2022: $32,977,399Net Assets 2022: $3,258,4412022Assets 2023: $40,158,948Liabilities 2023: $34,831,760Net Assets 2023: $5,327,1882023Assets 2024: $48,160,197Liabilities 2024: $41,756,761Net Assets 2024: $6,403,4362024

Highlighted filing

2019

Assets$25,614,699
Liabilities$23,728,026
Net Assets$1,886,673

Operations Trend

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

$15M$10M$5.0M$0Expenses 2011: $4,055,9702011Expenses 2012: $4,323,1632012Revenue 2013: $4,955,504Expenses 2013: $4,777,425Net Income 2013: $178,0792013Revenue 2014: $5,158,029Expenses 2014: $5,127,256Net Income 2014: $30,7732014Revenue 2015: $5,449,303Expenses 2015: $5,309,953Net Income 2015: $139,3502015Revenue 2016: $5,826,185Expenses 2016: $5,682,697Net Income 2016: $143,4882016Revenue 2017: $6,049,266Expenses 2017: $5,891,439Net Income 2017: $157,8272017Revenue 2018: $6,316,096Expenses 2018: $6,172,786Net Income 2018: $143,3102018Revenue 2019: $7,862,366Expenses 2019: $7,392,907Net Income 2019: $469,4592019Revenue 2020: $9,222,396Expenses 2020: $8,721,455Net Income 2020: $500,9412020Revenue 2021: $10,127,664Expenses 2021: $9,484,598Net Income 2021: $643,0662021Revenue 2022: $11,074,899Expenses 2022: $10,497,906Net Income 2022: $576,9932022Revenue 2023: $12,828,097Expenses 2023: $10,754,927Net Income 2023: $2,073,1702023Revenue 2024: $10,880,221Expenses 2024: $9,819,828Net Income 2024: $1,060,3932024

Highlighted filing

2019

Revenue$7,862,366
Expenses$7,392,907
Net Income$469,459
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$7,862,366
Mission and Program Overview

Mission

To provide service to developmentally & physically disabled individuals and the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$19,296,259$20,022,662▲ $726,403
Cash and Non-Interest-Bearing Accounts$1,429,425$3,712,965▲ $2,283,540
Land, Buildings, and Equipment, Net$1,357,048$1,493,761▲ $136,713
Savings and Temporary Cash Investments$71,089$351,918▲ $280,829
Prepaid Expenses and Deferred Charges$37,446$33,393▼ $4,053
Total Assets$22,191,267$25,614,699▲ $3,423,432
Liabilities
Other Liabilities$11,319,563$13,257,964▲ $1,938,401
Accounts Payable and Accrued Expenses$5,468,818$5,897,781▲ $428,963
Deferred Revenue$3,535,876$4,152,113▲ $616,237
Mortgage Notes Payable Secured by Investment Property$449,796$420,168▼ $29,628
Total Liabilities$20,774,053$23,728,026▲ $2,953,973
Net Assets / Fund Balance
Unrestricted Net Assets$1,417,214$1,886,673▲ $469,459
Total Net Assets Fund Balance$1,417,214$1,886,673▲ $469,459
Total Liabilities and Net Assets / Fund Balance$22,191,267$25,614,699▲ $3,423,432

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$858,606$726,155$1,584,761
Other Land Buildings$458,609$642,984$1,101,593
Equipment$76,546$301,045$377,591
Land$100,000-$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol BohnetPresident/cePT-$180,304$180,304
Donald M Waddell JrVP of Fin SeFT$129,791$2,363$132,154
Daniel BolducDirector Corp AccPT-$96,217$96,217

Board Members and Trustees

NameTitle
Carol BohnetPresident/CEO
Christine CaseyDirector
Dawn BryantDirector
Jack ToolanDirector
James KuhnDirector
Jo Ann WalkDirector
Joann SmithDirector
Kiran MajmudarDirector
Richard TkaczDirector
Ryan LawlessDirector
Steve LavoyeDirector
Thomas KearneyDirector
Frank SantySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
P2 Automation LLCMisPO BOX 452, Southington, CT 06489$233,975
Revenue and Support

Revenue Composition

Contributions and Grants
$156,604
Program Service Revenue
$7,704,933
Investment Income
$829
Other Revenue
$0
Change in Net Assets
$469,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,862,366
Total Revenue per Audited Statements
$7,862,366
Total Revenue per Form 990
$7,862,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,418,533
Other Expenses$2,924,374
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,435,888$202,419-$3,638,307
Information Technology$778,573--$778,573
Fees for Services Management-$395,146-$395,146
Other Employee Benefits$290,070$21,769-$311,839
Payroll Taxes$290,893$20,778-$311,671
Depreciation Depletion$276,282--$276,282
Fees for Services Other$186,680--$186,680
Current Officers, Directors, Trustees, and Key Employees$58,406$71,385-$129,791
Occupancy$105,575--$105,575
Office Expenses$92,896$3,003-$95,899
All Other Expenses$69,694$396-$70,090
Other Expenses$63,392--$63,392
Grants to Domestic Orgs$50,000--$50,000
Travel$27,611--$27,611
Pension Plan Contributions$24,091$2,834-$26,925
Interest$18,446--$18,446
Insurance$12,031--$12,031
Total Functional Expenses$6,675,177$717,730$0$7,392,907

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,392,907
Total Expenses per Audited Statements$7,392,907
Total Expenses per Form 990$7,392,907
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allied Rehabilitation Centers IncEnfield, CT501c3Support$50,000
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
James KuhnDirectorInsurance PremiumsNo$47,620
Kiran MajmudarDirectorDesign ConsultationsNo$7,929
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Processing Advances$13,145,047
Due to Related Party - 501(c)(3)$112,917
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
Yes
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, Page 6, Part VI, Line 11B

The 990 is reviewed in detail by the ceo and the vice president of financial services. After this review a copy of the 990 is given to each member of the finance committee before the return is filed.

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

A conflict of interest form is filled out annually by all members of the board. The chair, chief executive officer, and any committee appointed to address conflicts of interest review all forms. Each new board member shall be required to review the policy and acknowledge any conflicts of interest. All transactions and contracts are reviewed for any conflict of interest. A person who has a conflict of interest is not allowed to participate in any discussion or be able to hear discussions on any matter so that such person will not attempt to exert his/her influence with respect to the matter, either at or outside the meeting.

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

It is based on the following: 1. Merit 2. An annual survey of similar agencies in the region and the compensation offered for their chief executive. These agencies shall be of similar size and purpose to allied community resources, inc. And affiliates. The survey shall use the results of each agency's form 990 available on guidestar.org

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

Compensation for key employees is determined by the president/ceo of allied community services, inc. Based on merit and guidelines including a salary survey conducted by the alliance.

Form 990, Page 6, Part VI, Line 19

All governing documents are made available to the public upon request within a reasonable amount of time.

Filing and Contact Details

Filer

Filer Name
Allied Community Resources Inc
EIN
06-1538357
Phone
8606279500
Address
6 CRAFTSMAN ROAD, EAST WINDSOR, CT 06088

Signing Officer

Name
Carol Bohnet
Title
President/CEO
Phone
8607413701
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Bohnet
Formed
1999
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
122

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, Page 2, Part III, Line 4D

Miscellaneous program services - the organization provides contract mailing services as well as fiscal intermediary services for the bureau of rehabilitation services (brs) program.

Financial Statement Notes

Schedule D, Page 3, Part X

Acr has received exemption from federal income tax under section 501(c)(3) of the internal revenue code. Acr 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 acr'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. Acr is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods pending or in progress.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.2$41.8$6.40$10.9$9.82$1.06
2023Detailed filing. Detailed filing data is available for this year.$40.2$34.8$5.33$12.8$10.8$2.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$33.0$3.26$11.1$10.5$0.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$31.6$2.77$10.1$9.48$0.64
2020Detailed filing. Detailed filing data is available for this year.$31.0$28.8$2.12$9.22$8.72$0.50
2019Detailed filing. Detailed filing data is available for this year.$25.6$23.7$1.89$7.86$7.39$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$20.8$1.42$6.32$6.17$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$17.2$1.27$6.05$5.89$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$14.7$1.17$5.83$5.68$0.14
2015Detailed filing. Detailed filing data is available for this year.$12.6$11.6$1.07$5.45$5.31$0.14
2014Detailed filing. Detailed filing data is available for this year.$9.87$8.89$0.98$5.16$5.13$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.86$6.91$0.95$4.96$4.78$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.56$5.87$0.68$4.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$4.27$0.67$4.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $25M-$50M nonprofits