Civic Intelligence

Shared Living Collaborative Incorporated

990 • Fiscal year 2014 • EIN 20-5950420

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

43 Highland Road01860

(978) 346-8802

Siviq Scores

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

Liabilities / Assets

78th percentile

0.58x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

68th percentile

$164,636

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

10%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,872,883

Up $361,737 (+24%) from 2013

Net Assets

Up

$794,140

Up $140,004 (+21%) from 2013

Liabilities

Up

$1,078,743

Up $221,733 (+26%) from 2013

Revenue

Up

$8,275,747

Up $761,499 (+10%) from 2013

Expenses

Up

$8,135,743

Up $688,475 (+9.2%) from 2013

Net Income

Up

$140,004

Up $73,024 (+109%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $845,875Liabilities 2011: $365,409Net Assets 2011: $480,4662011Assets 2012: $831,604Liabilities 2012: $244,448Net Assets 2012: $587,1562012Assets 2013: $1,511,146Liabilities 2013: $857,010Net Assets 2013: $654,1362013Assets 2014: $1,872,883Liabilities 2014: $1,078,743Net Assets 2014: $794,1402014Assets 2015: $2,855,294Liabilities 2015: $1,739,261Net Assets 2015: $1,116,0332015Assets 2016: $3,537,545Liabilities 2016: $1,588,759Net Assets 2016: $1,948,7862016Assets 2017: $4,553,486Liabilities 2017: $1,552,183Net Assets 2017: $3,001,3032017Assets 2018: $5,483,815Liabilities 2018: $1,550,593Net Assets 2018: $3,933,2222018Assets 2019: $6,202,699Liabilities 2019: $1,447,307Net Assets 2019: $4,755,3922019Assets 2020: $7,781,958Liabilities 2020: $1,789,182Net Assets 2020: $5,992,7762020Assets 2021: $10,107,862Liabilities 2021: $2,206,030Net Assets 2021: $7,901,8322021Assets 2022: $12,590,369Liabilities 2022: $2,234,741Net Assets 2022: $10,355,6282022Assets 2023: $16,154,051Liabilities 2023: $2,708,362Net Assets 2023: $13,445,6892023Assets 2024: $18,867,776Liabilities 2024: $2,160,732Net Assets 2024: $16,707,0442024Assets 2025: $22,760,725Liabilities 2025: $1,927,787Net Assets 2025: $20,832,9382025

Highlighted filing

2014

Assets$1,872,883
Liabilities$1,078,743
Net Assets$794,140

Operations Trend

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

$30M$20M$10M$0Expenses 2011: $5,347,2562011Revenue 2012: $6,611,024Expenses 2012: $6,504,334Net Income 2012: $106,6902012Revenue 2013: $7,514,248Expenses 2013: $7,447,268Net Income 2013: $66,9802013Revenue 2014: $8,275,747Expenses 2014: $8,135,743Net Income 2014: $140,0042014Revenue 2015: $9,663,809Expenses 2015: $9,341,916Net Income 2015: $321,8932015Revenue 2016: $11,329,864Expenses 2016: $10,497,111Net Income 2016: $832,7532016Revenue 2017: $12,579,264Expenses 2017: $11,526,747Net Income 2017: $1,052,5172017Revenue 2018: $13,643,595Expenses 2018: $12,711,676Net Income 2018: $931,9192018Revenue 2019: $13,831,966Expenses 2019: $13,009,796Net Income 2019: $822,1702019Revenue 2020: $15,043,002Expenses 2020: $13,805,618Net Income 2020: $1,237,3842020Revenue 2021: $15,178,474Expenses 2021: $13,343,206Net Income 2021: $1,835,2682021Revenue 2022: $17,348,442Expenses 2022: $14,894,646Net Income 2022: $2,453,7962022Revenue 2023: $18,523,247Expenses 2023: $15,398,256Net Income 2023: $3,124,9912023Revenue 2024: $18,107,203Expenses 2024: $14,845,848Net Income 2024: $3,261,3552024Revenue 2025: $20,359,412Expenses 2025: $16,233,518Net Income 2025: $4,125,8942025

Highlighted filing

2014

Revenue$8,275,747
Expenses$8,135,743
Net Income$140,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$8,275,747
Mission and Program Overview

Mission

To provide services and residential support to individuals with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$685,490$1,148,588▲ $463,098
Accounts Receivable$738,415$521,533▼ $216,882
Prepaid Expenses and Deferred Charges$87,241$101,879▲ $14,638
Cash and Non-Interest-Bearing Accounts-$100,883-
Total Assets$1,511,146$1,872,883▲ $361,737
Liabilities
Mortgage Notes Payable Secured by Investment Property$433,619$730,381▲ $296,762
Accounts Payable and Accrued Expenses$315,773$348,362▲ $32,589
Other Liabilities$107,618$0▼ $107,618
Total Liabilities$857,010$1,078,743▲ $221,733
Net Assets / Fund Balance
Unrestricted Net Assets$654,136$794,140▲ $140,004
Total Net Assets Fund Balance$654,136$794,140▲ $140,004
Total Liabilities and Net Assets / Fund Balance$1,511,146$1,872,883▲ $361,737

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$716,407$28,748$745,155
Land$319,309-$319,309
Equipment$76,940$111,684$188,624
Other Land Buildings$35,932$36,013$71,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniela MorseExecutive DirectorFT$140,000$24,636$164,636

Board Members and Trustees

NameTitle
Michele WaughPresident
Amy MaddenDirector
Debbie DunnDirector
Gina KuckerDirector
Linda CallDirector
Donna CavagnacClerk
Katherine ClappTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,275,747
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$8,275,747
Change in Net Assets
$140,004

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,275,747
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,275,747
Total Revenue per Form 990
$8,275,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,239,195
Salaries, Compensation, and Employee Benefits$2,896,548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,935,647$221,303-$2,156,950
Other Employee Benefits$326,020$16,926-$342,946
All Other Expenses$295,269$33,273-$328,542
Occupancy$263,611$11,189-$274,800
Payroll Taxes$227,907$24,982-$252,889
Other Expenses$221,055$1,483-$222,538
Current Officers, Directors, Trustees, and Key Employees$129,387$14,376-$143,763
Depreciation Depletion$37,478$17,974-$55,452
Fees for Services Accounting-$24,981-$24,981
Fees for Services Other$2,272--$2,272
Total Functional Expenses$7,508,637$627,106$0$8,135,743

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,135,743
Total Expenses per Audited Statements$8,135,743
Total Expenses per Form 990$8,135,743
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Thadeus MorseDIRECTOR'S SONEmployeeNo$21,340
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Reveiwed at meeting following filing

Form 990, Part VI, Section B, Line 12C

REVIEWED ANNUALLY

Form 990, Part VI, Section B, Line 15

REVIEWED ANNUALLY

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

EIN
20-5950420
Phone
9783468802

Signing Officer

Name
Daniela Morse
Title
President
Phone
9783468802
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Waugh
Formed
2006
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
119
Volunteers
0

Preparer

Preparer
Michael F Reilly CPA
Phone
9783721192
Raw XML AppendixShowing 400 of 411 raw XML fields

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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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0716407
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028748
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0745155
IRS990ScheduleD/EquipmentGrp/BookValueAmt076940
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0111684
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0188624
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08135743
IRS990ScheduleD/LandGrp/BookValueAmt0319309
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0319309
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035932
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036013
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt071945
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08275747
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01148588
IRS990ScheduleD/TotalExpensesPerForm990Amt08135743
IRS990ScheduleD/TotalRevenuePerForm990Amt08275747
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08275747
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08135743
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0140000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount021500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIELA MORSE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0164636
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THADEUS MORSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR'S SON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt021340
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYEE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVEIWED AT MEETING FOLLOWING FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01511146
IRS990/TotalAssetsEOYAmt01872883
IRS990/TotalAssetsGrp/BOYAmt01511146
IRS990/TotalAssetsGrp/EOYAmt01872883
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt08275747
IRS990/TotalEmployeeCnt0119
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0627106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07508637
IRS990/TotalFunctionalExpensesGrp/TotalAmt08135743
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0857010
IRS990/TotalLiabilitiesEOYAmt01078743
IRS990/TotalLiabilitiesGrp/BOYAmt0857010
IRS990/TotalLiabilitiesGrp/EOYAmt01078743
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0654136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0794140
IRS990/TotalOtherCompensationAmt03136
IRS990/TotalProgramServiceExpensesAmt07508637
IRS990/TotalReportableCompFromOrgAmt0161500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08275747
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01511146
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01872883
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0654136
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0794140
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1043 HIGHLAND ROAD
IRS990/USAddress/City0MERRIMAC
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001860
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELA MORSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09783468802
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SHARED LIVING COLLABORATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0205950420
ReturnHeader/Filer/PhoneNum09783468802
ReturnHeader/Filer/USAddress/AddressLine1043 HIGHLAND ROAD
ReturnHeader/Filer/USAddress/City0MERRIMAC
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001860
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043234294
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MICHAEL F REILLY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10392 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HAVERHILL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.8$1.93$20.8$20.4$16.2$4.13
2024Detailed filing. Detailed filing data is available for this year.$18.9$2.16$16.7$18.1$14.8$3.26
2023Detailed filing. Detailed filing data is available for this year.$16.2$2.71$13.4$18.5$15.4$3.12
2022Detailed filing. Detailed filing data is available for this year.$12.6$2.23$10.4$17.3$14.9$2.45
2021Detailed filing. Detailed filing data is available for this year.$10.1$2.21$7.90$15.2$13.3$1.84
2020Detailed filing. Detailed filing data is available for this year.$7.78$1.79$5.99$15.0$13.8$1.24
2019Detailed filing. Detailed filing data is available for this year.$6.20$1.45$4.76$13.8$13.0$0.82
2018Detailed filing. Detailed filing data is available for this year.$5.48$1.55$3.93$13.6$12.7$0.93
2017Detailed filing. Detailed filing data is available for this year.$4.55$1.55$3.00$12.6$11.5$1.05
2016Detailed filing. Detailed filing data is available for this year.$3.54$1.59$1.95$11.3$10.5$0.83
2015Detailed filing. Detailed filing data is available for this year.$2.86$1.74$1.12$9.66$9.34$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.87$1.08$0.79$8.28$8.14$0.14
2013Summary only. Only limited summary data is available for this year.$1.51$0.86$0.65$7.51$7.45$0.07
2012Summary only. Only limited summary data is available for this year.$0.83$0.24$0.59$6.61$6.50$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.37$0.48$5.35
Peer Organizations

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