Civic Intelligence

Ability Beyond Disability

990 • Fiscal year 2014 • EIN 14-1758770

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 22, 2015

4 Berkshire Blvd06801

(203) 775-4700

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.01x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.76x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

36th percentile

0.2%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

86th percentile

$390,847

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

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

Asset Growth

84th percentile

19%

Faster asset growth than 84% 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

Assets

Flat

$10,803,721

Flat from 2014

Net Assets

Flat

-$56,640

Flat from 2014

Liabilities

Flat

$10,860,361

Flat from 2014

Revenue

Flat

$14,230,695

Flat from 2014

Expenses

Flat

$14,203,490

Flat from 2014

Net Income

Flat

$27,205

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $8,676,673Liabilities 2011: $8,179,426Net Assets 2011: $497,2472011Assets 2012: $7,762,421Liabilities 2012: $7,634,616Net Assets 2012: $127,8052012Assets 2013: $9,116,262Liabilities 2013: $9,200,107Net Assets 2013: -$83,8452013Assets 2014: $10,803,721Liabilities 2014: $10,860,361Net Assets 2014: -$56,6402014Assets 2014: $10,803,721Liabilities 2014: $10,860,361Net Assets 2014: -$56,6402014Assets 2015: $10,722,711Liabilities 2015: $9,336,817Net Assets 2015: $1,385,8942015Assets 2016: $9,728,302Liabilities 2016: $7,205,024Net Assets 2016: $2,523,2782016Assets 2017: $9,521,873Liabilities 2017: $3,753,758Net Assets 2017: $5,768,1152017Assets 2018: $10,107,491Liabilities 2018: $6,276,961Net Assets 2018: $3,830,5302018Assets 2019: $11,068,664Liabilities 2019: $6,547,227Net Assets 2019: $4,521,4372019Assets 2020: $10,929,794Liabilities 2020: $6,274,694Net Assets 2020: $4,655,1002020Assets 2021: $11,417,806Liabilities 2021: $7,937,377Net Assets 2021: $3,480,4292021Assets 2022: $9,622,252Liabilities 2022: $7,020,056Net Assets 2022: $2,602,1962022Assets 2023: $11,985,281Liabilities 2023: $10,370,046Net Assets 2023: $1,615,2352023

Highlighted filing

2014

Assets$10,803,721
Liabilities$10,860,361
Net Assets-$56,640

Operations Trend

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

$20M$10M$0-$10MExpenses 2011: $11,901,6752011Expenses 2012: $11,917,7742012Expenses 2013: $12,932,8432013Revenue 2014: $14,230,695Expenses 2014: $14,203,490Net Income 2014: $27,2052014Revenue 2014: $14,230,695Expenses 2014: $14,203,490Net Income 2014: $27,2052014Revenue 2015: $17,175,017Expenses 2015: $15,732,483Net Income 2015: $1,442,5342015Revenue 2016: $16,709,247Expenses 2016: $15,769,928Net Income 2016: $939,3192016Revenue 2017: $17,075,427Expenses 2017: $16,159,753Net Income 2017: $915,6742017Revenue 2018: $17,119,454Expenses 2018: $16,727,875Net Income 2018: $391,5792018Revenue 2019: $17,658,301Expenses 2019: $16,967,392Net Income 2019: $690,9092019Revenue 2020: $16,729,372Expenses 2020: $16,595,709Net Income 2020: $133,6632020Revenue 2021: $14,505,129Expenses 2021: $15,678,315Net Income 2021: -$1,173,1862021Revenue 2022: $17,736,295Expenses 2022: $18,614,528Net Income 2022: -$878,2332022Revenue 2023: $18,167,652Expenses 2023: $19,125,791Net Income 2023: -$958,1392023

Highlighted filing

2014

Revenue$14,230,695
Expenses$14,203,490
Net Income$27,205
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 22, 2015
Return Version
2013v4.0
Gross Receipts
$14,230,695
Mission and Program Overview

Mission

The mission of ability beyond is to discover, build, and celebrate the ability in all people. With approximately 1,100 full-time and part-time employees, ability beyond serves more than 3,000 individuals with disabilities each year.we support individuals ages 18 to over 90 with autism, developmental disabilities, acquired brain injury, and mental health challenges, as well as age-related conditions experienced by individuals in long-term residential care.across connecticut and new york, ability beyond provides a comprehensive continuum of services, including residential supports, day and transition programs, employment services, clinical care, and transportation. Our integrated approach ensures individuals receive personalized support that promotes independence, community inclusion, and quality of life.

Ability Beyond advances social justice, independence and dignity for people with disabilities (including mental illness) by delivering one of the most comprehensive health and human services programs in the Northeast. In 2014, we helped more than 2,500 people live independently, find gainful employment and more. We also create model programs for disability care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,881,807$7,003,414▲ $2,121,607
Accounts Receivable$3,874,038$3,165,791▼ $708,247
Cash and Non-Interest-Bearing Accounts$14,740$254,801▲ $240,061
Prepaid Expenses and Deferred Charges$6,000$25,582▲ $19,582
Total Assets$9,116,262$10,803,721▲ $1,687,459
Other Assets Total$339,677$354,133▲ $14,456
Liabilities
Unsecured Notes Loans Payable$3,053,551$5,601,682▲ $2,548,131
Other Liabilities$5,606,104$4,826,874▼ $779,230
Accounts Payable and Accrued Expenses$540,452$431,805▼ $108,647
Total Liabilities$9,200,107$10,860,361▲ $1,660,254
Net Assets / Fund Balance
Unrestricted Net Assets$-83,845$-56,640▲ $27,205
Total Net Assets Fund Balance$-83,845$-56,640▲ $27,205
Total Liabilities and Net Assets / Fund Balance$9,116,262$10,803,721▲ $1,687,459

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,305,551$2,365,627-
Other Land Buildings$172,965--
Land$1,149,390--
Equipment$256,732$694,542-
Leasehold Improvements$118,776$806,354-
Other Assets Org$275,402--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$6,090,475$331,633▲ $592,033$200,000$6,785,990
2012$5,781,403$-81,990▲ $419,314-$6,090,475
2011$5,631,452$16,529▲ $159,927-$5,781,403
2010$4,929,294$750▲ $728,652-$5,631,452
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
-President/CEOFT$390,847$390,847
-Chief Financial and Administrative OfficerFT$234,424$234,424
-Chief Executive OfficerFT$233,490$233,490
-Vice President of DevelopementFT$191,576$191,576
-Managing DirectorFT$132,759$132,759
-Director of ServicesFT$131,600$131,600
-ControllerFT$126,523$126,523
-Director of TechnologyFT$124,351$124,351

Board Members and Trustees

NameTitle
-Chairman
-Vice-Chairman
-Director
--
-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,230,695
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$27,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,062,040
Other Expenses$6,141,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,319,239$0$0$6,319,239
Fees for Services Management$653,731$1,533,083$0$2,186,814
Other Employee Benefits$1,198,486$0$0$1,198,486
Occupancy$1,138,401$0$0$1,138,401
Other Expenses$662,671$0$0$662,671
Payroll Taxes$544,315$0$0$544,315
Depreciation Depletion$451,515$0$0$451,515
Travel$437,380$0$0$437,380
Interest$0$236,582$0$236,582
All Other Expenses$28,506$0$0$28,506
Insurance$8,483$0$0$8,483
Fees for Services Accounting$2,500$0$0$2,500
Total Functional Expenses$12,433,825$1,769,665$0$14,203,490
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$4,245,177
Accrued Expenses$581,697
Due to MedComp-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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

Governance Explanations

Part VII A

Part VII Section A- Compensation of Officers, Directors,

Part VII A

Trustees, Key Employees and Highest Compensated Employees

Part VII A

Ability Beyond Disability is related to multiple not-for-

Part VII A

profit 501(c)(3) corporations with over 1,200 employees,

Part VII A

combined annual budgets of $63,000,000 and operations in

Part VII A

New York and Connecticut. Ability Beyond Disability provides

Part VII A

health and human services to people with significant

Part VII A

disabilities: major revenue sources include fees, government

Part VII A

contracts, Medicaid, Medicare and philanthropic support.

Part VII A

The officers and employees reported in this schedule govern

Part VII A

and manage all phases of operations for Ability Beyond, Inc.,

Part VII A

Ability Beyond Disability(a NY Corporation) and Growing

Part VII A

Possibilities.: compensation reported on this schedule is

Part VII A

total compensation provided through all related corporations.

Part VII A

See Schedule O Part VI line 15 for a description of the process for

Part VII A

determining the compensation.

Filing and Contact Details

Filer

EIN
14-1758770
Phone
2037754700

Signing Officer

Name
Thomas H Fanning
Title
President/CEO
Phone
2037754700
Signed
2015-04-22

Organization Details

Formed
1993
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
273
Volunteers
425
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Board of Directors delegates the review of the Form

Pt VI, Line 12C

990 to the Finance Committee.

Pt VI, Line 19

The governing documents, conflict of interest policy and

Pt VI, Line 19

financial statements are available to the public upon request

Pt VI, Line 19

as instructed on our website.

Pt VI, Line 15A

Compensation of Officers, Directors, Trustees, Key Employees

Pt VI, Line 15A

The Board of Directors has charged the Executive Committee with making

Pt VI, Line 15A

recommendations to the Board for the determination of compensation of the

Pt VI, Line 15A

President/CEO. Information is made available to assist in establishing

Pt VI, Line 15A

compensation that is fair and reasonable including: recent

Pt VI, Line 15A

surveys and/or analysis of like organizations in the region; specific

Pt VI, Line 15A

compensation data for similiar positions in organizations of similar size

Pt VI, Line 15A

and complexity in the region. Information collected with relavance to

Pt VI, Line 15A

President/CEO compensation is reviewed with the Chair of Human

Pt VI, Line 15A

Resources Committee who presents this data to the Executive Committee

Pt VI, Line 15A

(Senior Management Compensation Committee) for consideration in

Pt VI, Line 15A

developing the Committee's recommendation to the Board of Directors

Pt VI, Line 15A

as to terms of an employment agreement, if any, and annual compensation

Pt VI, Line 15A

to be paid to the President/CEO. The Board of Directors approves the

Pt VI, Line 15A

Presidents/CEO employment agreement and compensation. Information

Pt VI, Line 15A

collected with relavance to compensation for other senior managment

Pt VI, Line 15A

personnel is reviewed with the President/CEO who considers this data

Pt VI, Line 15A

in recommending annual compensation for these individuals.

Pt VI, Line 15A

The CEO's recommendatins ar reviewed for reasonableness by the Executive

Pt VI, Line 15A

Committee prior to recommendations to the Board of Directors for

Pt VI, Line 15A

approval. Compensation is determined by terms of employment

Pt VI, Line 15A

agreements (if any), the organization's performance, the employee's

Pt VI, Line 15A

contributions to that performance and his or hers years of services.

Pt VI, Line 15A

Additional factors considered are education or credentialing,

Pt VI, Line 15A

prior experience, current and prior affiliations, scarcity of talent in

Pt VI, Line 15A

job areas,etc. Decisions on compensation for members of

Pt VI, Line 15A

the Ability Beyond Disability senior management team are reached

Pt VI, Line 15A

after reiew of relavant survey information and data for like position

Pt VI, Line 15A

in like agencies in the region. Members of the senior managment

Pt VI, Line 15A

team whose compensation is being considered are not present at

Pt VI, Line 15A

the meetings at which a decision on his/her compensation is reached.

Pt VI, Line 15B

The Board of Directors has charged the Executive Committee with

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IRS990/Desc0RESIDENTIAL CONTINUUM OF CARE: WE HELP 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 2014, ABILITY BEYOND OPENED A HOME IN BEACON, N.Y., THAT HAS BECOME A NATIONAL MODEL FOR ACCOMMODATING PEOPLE WITH SPECIAL NEEDS AS THEY AGE. OUR USE OF TECHNOLOGY TO CREATE "SMART HOMES" THAT INCREASED PRIVACY WHILE REDUCING COST HAS ALSO DRAWN NATIONAL ATTENTION.
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine11Harvey M Kramer MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine12Fred L Baker Esq
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine13Megan Broderick
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine14George Coleman
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine15Sigal Zarmi
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine16James Luciano
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine17George Mulvaney
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine18Mark Principi
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine19Arthur T Rosendfield MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine110Candy Shaughnessy
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine111Carol Steiner
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine112Barbara Volz
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine113Thomas H Fanning
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine115Jane Davis-Bunt
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine116David J Cappiello
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine120Kris Foss
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine121Carrie O'Connell
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Financial and Administrative Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President of Developement
IRS990/Form990PartVIISectionAGrp/TitleTxt17Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director of Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director of Services
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15515526
IRS990/ProgSrvcAccomActy2Grp/Desc0INDEPENDENT LIVING SUPPORTS: EVERYONE DESERVES A SAY IN HOW THEY LIVE, WORK AND PARTICIPATE IN THEIR COMMUNITIES. WE HELP PEOPLE WITH DISABILITIES HAVE THAT SAY, BY LEARNING ABOUT THEIR PERSONAL GOALS AND SETTING A PATH TO REACH THEM. OUR SUPPORTS RANGE FROM EDUCATIONAL TO RECREATIONAL, LIFE-SKILLS INSTRUCTION, TRANSPORTATION AND MEDICAL CARE TO ADDITION RECOVERY SERVICES, JOB TRAINING AND MORE.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011546832
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IRS990ScheduleA/PublicSupportPY509Pct00.99000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0115468
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0419314

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$12.0$10.4$1.62$18.2$19.1$0.96
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$7.02$2.60$17.7$18.6$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$7.94$3.48$14.5$15.7$1.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$6.27$4.66$16.7$16.6$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$6.55$4.52$17.7$17.0$0.69
2018Summary only. Only limited summary data is available for this year.$10.1$6.28$3.83$17.1$16.7$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.52$3.75$5.77$17.1$16.2$0.92
2016Detailed filing. Detailed filing data is available for this year.$9.73$7.21$2.52$16.7$15.8$0.94
2015Detailed filing. Detailed filing data is available for this year.$10.7$9.34$1.39$17.2$15.7$1.44
2014Detailed filing. Detailed filing data is available for this year.$10.8$10.9$0.06$14.2$14.2$0.03
2014Summary only. Only limited summary data is available for this year.$10.8$10.9$0.06$14.2$14.2$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.12$9.20$0.08$12.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$7.63$0.13$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$8.18$0.50$11.9