Civic Intelligence

Adoption Related Services Inc

990 • Fiscal year 2016 • EIN 20-5567554

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 08, 2017

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

91st percentile

0.61x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.69x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$60,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

4.0%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$321,043

Up $48,724 (+18%) from 2015

Net Assets

Up

$125,666

Up $16,853 (+15%) from 2015

Liabilities

Up

$195,377

Up $31,871 (+19%) from 2015

Revenue

Up

$284,597

Up $10,858 (+4.0%) from 2015

Expenses

Up

$242,092

Up $10,343 (+4.5%) from 2015

Net Income

Up

$42,505

Up $515 (+1.2%) from 2015

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

2016

Assets$321,043
Liabilities$195,377
Net Assets$125,666

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

2016

Revenue$284,597
Expenses$242,092
Net Income$42,505
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 8, 2017
Return Version
2016v3.0
Gross Receipts
$284,597
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$184,858$225,025▲ $40,167
Rtn Earn Endowment Incm Other Fnds$108,813$125,666▲ $16,853
Accounts Receivable$84,976$93,653▲ $8,677
Land, Buildings, and Equipment, Net$2,485$2,365▼ $120
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$272,319$321,043▲ $48,724
Other Assets Total-$0-
Liabilities
Escrow Account Liability$145,643$188,416▲ $42,773
Accounts Payable and Accrued Expenses$8,469$5,889▼ $2,580
Other Liabilities$9,394$1,072▼ $8,322
Total Liabilities$163,506$195,377▲ $31,871
Net Assets / Fund Balance
Total Net Assets Fund Balance$108,813$125,666▲ $16,853
Total Liabilities and Net Assets / Fund Balance$272,319$321,043▲ $48,724

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,365$8,715$11,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara LorenzoExecutive DirectorFT$60,500$60,500

Board Members and Trustees

NameTitle
Melissa DavisonPresident
Michael AnthonySecretary
Melissa DavisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,182
Program Service Revenue
$283,406
Investment Income
$9
Other Revenue
$0
All Other Contributions
$1,182
Change in Net Assets
$42,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$124,215
Other Expenses$117,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$30,000$30,500-$60,500
Other Salaries and Wages$38,872$15,007-$53,879
Fees for Services Other$45,607$220-$45,827
Travel$28,259--$28,259
Occupancy$7,950$2,650-$10,600
Payroll Taxes$5,902$3,934-$9,836
Office Expenses$4,922$1,640-$6,562
Insurance-$5,460-$5,460
Fees for Services Accounting-$5,100-$5,100
Information Technology$3,267$1,089-$4,356
Fees for Services Legal$2,228--$2,228
Advertising$1,556--$1,556
Depreciation Depletion$450$150-$600
All Other Expenses$166$279-$445
Interest-$300-$300
Other Expenses$908$243-$243
Total Functional Expenses$171,758$70,334$0$242,092
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Balance$1,072
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

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
Signed
2017-03-08
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
2
Employees
4

Preparer

Firm
David B McRee CPA
Address
5629 - 16th Ave N, Saint Petersburg, FL 33710-5720
Preparer
David McRee
Phone
7273454288
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Adjustments to beg. R.E. = -$-25652

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

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. Additionally, escrowed funds are used to pay adoption related expenses. Adoption Related Services does not engage in any activities related to credit counseling, debt management, credit repair, or debt negotiation. All escrow liability accounts are shown on line 21 of the balance sheet and have a related cash asset account which is also shown on line 1 of the balance sheet.

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0125666
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01182
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01783
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04966
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0283406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0273689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0245427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0251552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0231369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01285443
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0145
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/OtherIncome509Grp/TotalAmt095
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt01284544
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01182
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt04683
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05865
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt02900
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02900
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0273689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0247210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0253176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0231746
IRS990ScheduleA/Total509Grp/TotalAmt01290409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0284597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0273739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0247272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0253182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0231859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01290649
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02365
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08715
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01072
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Balance
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. Additionally, escrowed funds are used to pay adoption related expenses. Adoption Related Services does not engage in any activities related to credit counseling, debt management, credit repair, or debt negotiation. All escrow liability accounts are shown on line 21 of the balance sheet and have a related cash asset account which is also shown on line 1 of the balance sheet.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b: Explanation of escrow account liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02365
IRS990ScheduleD/TotalLiabilityAmt01072
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/ExplanationTxt3Adjustments to beg. R.E. = -$-25652
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0272319
IRS990/TotalAssetsEOYAmt0321043
IRS990/TotalAssetsGrp/BOYAmt0272319
IRS990/TotalAssetsGrp/EOYAmt0321043
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01182
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242092
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0163506
IRS990/TotalLiabilitiesEOYAmt0195377
IRS990/TotalLiabilitiesGrp/BOYAmt0163506
IRS990/TotalLiabilitiesGrp/EOYAmt0195377
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0108813
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125666
IRS990/TotalProgramServiceExpensesAmt0171758
IRS990/TotalProgramServiceRevenueAmt0283406
IRS990/TotalReportableCompFromOrgAmt060500
IRS990/TotalRevenueGrp/ExclusionAmt09
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0283406
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0284597
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0272319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0321043
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt028259

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