Civic Intelligence

Adoption Related Services Inc

990 • Fiscal year 2014 • EIN 20-5567554

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 01, 2015

8 South Main Street PO Box 201Shrewsbury, PA 17361

(717) 873-8777

Siviq Scores

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

Liabilities / Assets

94th percentile

0.97x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.83x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$59,650

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

-2.3%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$211,083

Up $6,342 (+3.1%) from 2013

Net Assets

Up

$6,350

Up $3,863 (+155%) from 2013

Liabilities

Up

$204,733

Up $2,479 (+1.2%) from 2013

Revenue

Down

$247,272

Down $5,910 (-2.3%) from 2013

Expenses

Down

$238,423

Down $39,392 (-14%) from 2013

Net Income

Up

$8,849

Up $33,482 (+136%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $64,464Liabilities 2011: $4,916Net Assets 2011: $59,5482011Assets 2012: $141,492Liabilities 2012: $114,372Net Assets 2012: $27,1202012Assets 2013: $204,741Liabilities 2013: $202,254Net Assets 2013: $2,4872013Assets 2014: $211,083Liabilities 2014: $204,733Net Assets 2014: $6,3502014Assets 2015: $272,319Liabilities 2015: $163,506Net Assets 2015: $108,8132015Assets 2016: $321,043Liabilities 2016: $195,377Net Assets 2016: $125,6662016Assets 2017: $248,131Liabilities 2017: $109,857Net Assets 2017: $138,2742017Assets 2018: $334,026Liabilities 2018: $135,486Net Assets 2018: $198,5402018Assets 2019: $286,139Liabilities 2019: $81,898Net Assets 2019: $204,2412019Assets 2020: $229,646Liabilities 2020: $55,727Net Assets 2020: $173,9192020Assets 2021: $69,364Liabilities 2021: $26,642Net Assets 2021: $42,7222021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$211,083
Liabilities$204,733
Net Assets$6,350

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $330,0132011Revenue 2012: $231,859Expenses 2012: $210,780Net Income 2012: $21,0792012Revenue 2013: $253,182Expenses 2013: $277,815Net Income 2013: -$24,6332013Revenue 2014: $247,272Expenses 2014: $238,423Net Income 2014: $8,8492014Revenue 2015: $273,739Expenses 2015: $231,749Net Income 2015: $41,9902015Revenue 2016: $284,597Expenses 2016: $242,092Net Income 2016: $42,5052016Revenue 2017: $227,580Expenses 2017: $218,524Net Income 2017: $9,0562017Revenue 2018: $279,408Expenses 2018: $213,154Net Income 2018: $66,2542018Revenue 2019: $186,375Expenses 2019: $171,927Net Income 2019: $14,4482019Revenue 2020: $52,403Expenses 2020: $65,856Net Income 2020: -$13,4532020Revenue 2021: $10,348Expenses 2021: $89,421Net Income 2021: -$79,0732021Revenue 2022: $46,359Expenses 2022: $89,081Net Income 2022: -$42,7222022

Highlighted filing

2014

Revenue$247,272
Expenses$238,423
Net Income$8,849
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 1, 2015
Return Version
2014v5.0
Gross Receipts
$247,272
Mission and Program Overview

Mission

The organization provides services to families that are planning to adopt, or have adopted, orphan children.

The organization's mission is to provide services to families that are planning to adopt, or have adopted, orphan children, providing home studies, assessment, counseling and consultation, and post-permanency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$163,083$176,110▲ $13,027
Accounts Receivable$35,424$34,973▼ $451
Land, Buildings, and Equipment, Net$6,234--
Total Assets$204,741$211,083▲ $6,342
Liabilities
Escrow Account Liability$183,331$185,182▲ $1,851
Other Liabilities$8,198$11,726▲ $3,528
Accounts Payable and Accrued Expenses$10,725$7,825▼ $2,900
Total Liabilities$202,254$204,733▲ $2,479
Net Assets / Fund Balance
Unrestricted Net Assets$2,487$6,350▲ $3,863
Total Net Assets Fund Balance$2,487$6,350▲ $3,863
Total Liabilities and Net Assets / Fund Balance$204,741$211,083▲ $6,342

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$7,839$7,839
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara LorenzoExecutive DirectorFT$59,650$59,650

Board Members and Trustees

NameTitle
Eliza MoorePresident
Michael AnthonySecretary
Melissa DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,783
Program Service Revenue
$245,427
Investment Income
$7
Other Revenue
$55
All Other Contributions
$1,783
Change in Net Assets
$8,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$146,116
Other Expenses$92,307
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,424$0$0$76,424
Current Officers, Directors, Trustees, and Key Employees$32,807$26,843$0$59,650
Fees for Services Other$19,676$3,672$0$23,348
All Other Expenses$9,451$10,976$0$20,427
Travel$15,946$0$0$15,946
Payroll Taxes$7,531$2,511$0$10,042
Fees for Services Accounting$0$8,370$0$8,370
Occupancy$4,950$1,650$0$6,600
Information Technology$4,819$1,607$0$6,426
Office Expenses$3,675$2,531$0$6,206
Fees for Services Legal$3,081$0$0$3,081
Advertising$0$1,903$0$1,903
Total Functional Expenses$178,360$60,063$0$238,423
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
Credit card balances$11,726
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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
Filing and Contact Details

Filer

Filer Name
Adoption Related Services Inc
EIN
20-5567554
Phone
7178738777
Address
8 South Main Street PO Box 201, Shrewsbury, PA 17361

Signing Officer

Name
Barbara Lorenzo
Title
Executive Director
Phone
7178738777
Signed
2015-07-01
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
2
Employees
3
Volunteers
0

Preparer

Firm
David B Mcree CPA
Address
5629 16TH AVE N, SAINT PETERSBURG, FL 33710-5720
Preparer
David B Mcree CPA
Phone
7273454288
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The organization's board of directors reviews the Form 990 before it is filed with the IRS.

Pt VI, Line 12C

The organization reviews its conflict of interest policy each year and any potential conflicts are disclosed.

Pt VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request and in consultation with legal counsel.

Form 990, Part IX, Line 24F

Bank service charges 44. 44. Bank foreign fees 133. 133. Dues/subscriptions 353. 353. Education books 268. 268. Education program dev. 3716. 3716. Insurance bond 252. 252. Liability insurance 4638. 4638. Interest expense 66. 66. Finance charges 2270. 2270. 0. Interest penalty 695. 695. 0. Licenses/permits 1056. 1056. 0. Meals/entertainment 315. 315. 0. 0. Gift 300. 300. 0. 0. Meals 362. 362. 0. 0. Misc 886. 886. 0. Paypal fees 22. 22. 0. Printing/copying 261. 261. 0. Professional development 106

Financial Statement Notes

Pt IV, Line 2B

The organization collects post adoption-report deposits to make sure families complete the requirements mandated by the country of the adopted child. The deposits are refunded when the adoptive parents meet their obligations.

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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0253176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0231746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0334631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0159577
IRS990ScheduleA/Total509Grp/TotalAmt01226340
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01226521
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07839
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011726
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit card balances
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization collects post adoption-report deposits to make sure families complete the requirements mandated by the country of the adopted child. The deposits are refunded when the adoptive parents meet their obligations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/TotalLiabilityAmt011726
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization's board of directors reviews the Form 990 before it is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization reviews its conflict of interest policy each year and any potential conflicts are disclosed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy, and financial statements available upon request and in consultation with legal counsel.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES 44. 44. BANK FOREIGN FEES 133. 133. DUES/SUBSCRIPTIONS 353. 353. EDUCATION BOOKS 268. 268. EDUCATION PROGRAM DEV. 3716. 3716. INSURANCE BOND 252. 252. LIABILITY INSURANCE 4638. 4638. INTEREST EXPENSE 66. 66. FINANCE CHARGES 2270. 2270. 0. INTEREST PENALTY 695. 695. 0. LICENSES/PERMITS 1056. 1056. 0. MEALS/ENTERTAINMENT 315. 315. 0. 0. GIFT 300. 300. 0. 0. MEALS 362. 362. 0. 0. MISC 886. 886. 0. PAYPAL FEES 22. 22. 0. PRINTING/COPYING 261. 261. 0. PROFESSIONAL DEVELOPMENT 106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0204741
IRS990/TotalAssetsEOYAmt0211083
IRS990/TotalAssetsGrp/BOYAmt0204741
IRS990/TotalAssetsGrp/EOYAmt0211083
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01783
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060063
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178360
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202254
IRS990/TotalLiabilitiesEOYAmt0204733
IRS990/TotalLiabilitiesGrp/BOYAmt0202254
IRS990/TotalLiabilitiesGrp/EOYAmt0204733
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02487
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06350
IRS990/TotalProgramServiceExpensesAmt0178360
IRS990/TotalProgramServiceRevenueAmt0245427
IRS990/TotalReportableCompFromOrgAmt059650
IRS990/TotalRevenueGrp/ExclusionAmt062
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0245427
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247272
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0204741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0211083
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt015946
IRS990/TravelGrp/TotalAmt015946
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02487
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06350
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 S Main Street
IRS990/USAddress/CityNm0Shrewsbury
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017361
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.adoption-related-services.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA LORENZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07178738777
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Adoption Related Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0ADOP
ReturnHeader/Filer/EIN0205567554
ReturnHeader/Filer/PhoneNum07178738777
ReturnHeader/Filer/USAddress/AddressLine1Txt08 South Main Street PO Box 201
ReturnHeader/Filer/USAddress/CityNm0Shrewsbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID B MCREE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05629 16TH AVE N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337105720
ReturnHeader/PreparerPersonGrp/PhoneNum07273454288
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B MCREE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-16T12:53:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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