Civic Intelligence

M-5 Inc.

990 • Fiscal year 2022 • EIN 23-1919508

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

130 E Seven Stars RoadPhoenixville, PA 19460

(610) 935-0904

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

53rd percentile

8.4%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

56th percentile

$73,272

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

0.7%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,302,775

Up $149,189 (+13%) from 2021

Net Assets

Up

$1,279,422

Up $249,254 (+24%) from 2021

Liabilities

Down

$23,353

Down $100,065 (-81%) from 2021

Revenue

Up

$2,967,328

Up $20,108 (+0.7%) from 2021

Expenses

Up

$2,718,074

Up $205,608 (+8.2%) from 2021

Net Income

Down

$249,254

Down $185,500 (-43%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $944,331Liabilities 2011: $283,312Net Assets 2011: $661,0192011Assets 2012: $785,779Liabilities 2012: $149,009Net Assets 2012: $636,7702012Assets 2013: $578,036Liabilities 2013: $129,011Net Assets 2013: $449,0252013Assets 2014: $466,948Liabilities 2014: $83,097Net Assets 2014: $383,8512014Assets 2015: $465,060Liabilities 2015: $102,006Net Assets 2015: $363,0542015Assets 2016: $438,620Liabilities 2016: $105,384Net Assets 2016: $333,2362016Assets 2017: $494,602Liabilities 2017: $129,368Net Assets 2017: $365,2342017Assets 2018: $350,712Liabilities 2018: $95,074Net Assets 2018: $255,6382018Assets 2019: $329,155Liabilities 2019: $83,314Net Assets 2019: $245,8412019Assets 2020: $695,480Liabilities 2020: $100,066Net Assets 2020: $595,4142020Assets 2021: $1,153,586Liabilities 2021: $123,418Net Assets 2021: $1,030,1682021Assets 2022: $1,302,775Liabilities 2022: $23,353Net Assets 2022: $1,279,4222022Assets 2023: $1,091,610Liabilities 2023: $17,741Net Assets 2023: $1,073,8692023Assets 2024: $997,834Liabilities 2024: $126,147Net Assets 2024: $871,6872024Assets 2025: $806,882Liabilities 2025: $73,998Net Assets 2025: $732,8842025

Highlighted filing

2022

Assets$1,302,775
Liabilities$23,353
Net Assets$1,279,422

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,114,325Expenses 2011: $2,047,483Net Income 2011: $66,8422011Revenue 2012: $2,146,225Expenses 2012: $2,170,474Net Income 2012: -$24,2492012Expenses 2013: $2,197,6442013Revenue 2014: $2,062,412Expenses 2014: $2,125,233Net Income 2014: -$62,8212014Revenue 2015: $2,017,487Expenses 2015: $2,038,284Net Income 2015: -$20,7972015Revenue 2016: $2,070,647Expenses 2016: $2,100,465Net Income 2016: -$29,8182016Revenue 2017: $2,287,568Expenses 2017: $2,255,570Net Income 2017: $31,9982017Revenue 2018: $2,295,461Expenses 2018: $2,405,057Net Income 2018: -$109,5962018Revenue 2019: $2,384,732Expenses 2019: $2,394,529Net Income 2019: -$9,7972019Revenue 2020: $2,790,148Expenses 2020: $2,440,575Net Income 2020: $349,5732020Revenue 2021: $2,947,220Expenses 2021: $2,512,466Net Income 2021: $434,7542021Revenue 2022: $2,967,328Expenses 2022: $2,718,074Net Income 2022: $249,2542022Revenue 2023: $2,337,743Expenses 2023: $2,543,296Net Income 2023: -$205,5532023Revenue 2024: $2,293,688Expenses 2024: $2,495,869Net Income 2024: -$202,1812024Revenue 2025: $2,390,812Expenses 2025: $2,519,079Net Income 2025: -$128,2672025

Highlighted filing

2022

Revenue$2,967,328
Expenses$2,718,074
Net Income$249,254
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$2,967,328
Mission and Program Overview

Mission

Provide community living arrangements for mh/mr persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$817,386$988,629▲ $171,243
Accounts Receivable$277,481$222,264▼ $55,217
Land, Buildings, and Equipment, Net$18,412$50,137▲ $31,725
Prepaid Expenses and Deferred Charges$31,807$33,245▲ $1,438
Total Assets$1,153,586$1,302,775▲ $149,189
Other Assets Total$8,500$8,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$123,418$23,353▼ $100,065
Total Liabilities$123,418$23,353▼ $100,065
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,030,168$1,279,422▲ $249,254
Total Net Assets Fund Balance$1,030,168$1,279,422▲ $249,254
Total Liabilities and Net Assets / Fund Balance$1,153,586$1,302,775▲ $149,189

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,961$43,589$76,550
Buildings$17,176$22,669$39,845
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Steve LeibowitzControllerFT$73,272$73,272
Christi HilliardExecutive DirectorFT$69,834$69,834
Carol MeshonProgram SpecialistFT$53,809$53,809
Marjorie HooperProgram DirectorFT$52,378$52,378

Board Members and Trustees

NameTitle
Aaron MeshonPresident
Renee RodyVice President
Linda ParentMember
Marie SedlakMember
Sally FellmethMember
Karen SacksSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,967,328
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$249,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,195,571
Other Expenses$522,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,580,011$87,998-$1,668,009
Other Employee Benefits$162,636$13,603-$176,239
Pension Plan Contributions$131,901$18,099-$150,000
Payroll Taxes$119,653$11,836-$131,489
Occupancy$120,760--$120,760
Travel$68,613$11,169-$79,782
Current Officers, Directors, Trustees, and Key Employees-$69,834-$69,834
Other Expenses$33,453$1,237-$33,453
Office Expenses$8,583$20,726-$29,309
Advertising$11,302$230-$11,532
Insurance$7,734$147-$7,881
Fees for Services Accounting$7,472$28-$7,500
All Other Expenses$5,937$247-$6,184
Fees for Services Other$4,762$97-$4,859
Depreciation Depletion$4,162$85-$4,247
Information Technology-$619-$619
Fees for Services Legal-$125-$125
Total Functional Expenses$2,481,994$236,080$0$2,718,074
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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, Section A, Line 8B

NO OTHER COMMITTEES

Form 990, Part VI, Section B, Line 11B

Board members review return for accuracy. The financial officer reviews financial information for accuracy.

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

Management reviews any contracts to ensure compliance with its conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization makes its financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
M-5 Inc
EIN
23-1919508
Phone
6109350904
Address
130 E SEVEN STARS ROAD, PHOENIXVILLE, PA 19460

Signing Officer

Name
Christi Hilliard
Title
Executive Director
Phone
6109350904
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
37
Volunteers
0

Preparer

Firm
Woolard Krajnik Masciangelo Llp
Address
50 W WELSH POOL ROAD, EXTON, PA 19341
Preparer
Frank Loughry
Phone
6103635200
Supplemental Narrative

Additional Explanations

Form VI, Line 11A and Line 19

11a - board members review return for accuracy. The financial officer reviews financial information for accuracy. 19 - the organization makes its financial statements available to the public upon request.

Raw XML Appendix394 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/PYTotalRevenueAmt02947220
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0249254
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02967328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02967328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02947220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02790148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02384732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02295461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013384889
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt013384889
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02967328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02947220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02790148
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02384732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02295461
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013384889
IRS990ScheduleA/TotalSupportAmt013384889
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt017176
IRS990ScheduleD/BuildingsGrp/DepreciationAmt022669
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt039845
IRS990ScheduleD/EquipmentGrp/BookValueAmt032961
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043589
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt076550
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050137
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO OTHER COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEW RETURN FOR ACCURACY. THE FINANCIAL OFFICER REVIEWS FINANCIAL INFORMATION FOR ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT REVIEWS ANY CONTRACTS TO ENSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt411A - BOARD MEMBERS REVIEW RETURN FOR ACCURACY. THE FINANCIAL OFFICER REVIEWS FINANCIAL INFORMATION FOR ACCURACY. 19 - THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM VI, LINE 11A AND LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01153586
IRS990/TotalAssetsEOYAmt01302775
IRS990/TotalAssetsGrp/BOYAmt01153586
IRS990/TotalAssetsGrp/EOYAmt01302775
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0236080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02481994
IRS990/TotalFunctionalExpensesGrp/TotalAmt02718074
IRS990/TotalGrossUBIAmt02967328
IRS990/TotalLiabilitiesBOYAmt0123418
IRS990/TotalLiabilitiesEOYAmt023353
IRS990/TotalLiabilitiesGrp/BOYAmt0123418
IRS990/TotalLiabilitiesGrp/EOYAmt023353
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01030168
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01279422
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02481994
IRS990/TotalProgramServiceRevenueAmt02967328
IRS990/TotalReportableCompFromOrgAmt0249293
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02967328
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02967328
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01153586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01302775
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt011169
IRS990/TravelGrp/ProgramServicesAmt068613
IRS990/TravelGrp/TotalAmt079782
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0130 E SEVEN STARS ROAD
IRS990/USAddress/CityNm0PHOENIXVILLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019460
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTI HILLIARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06109350904
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M-5 INC
ReturnHeader/Filer/BusinessNameControlTxt0M-5I
ReturnHeader/Filer/EIN0231919508
ReturnHeader/Filer/PhoneNum06109350904
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 E SEVEN STARS ROAD
ReturnHeader/Filer/USAddress/CityNm0PHOENIXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019460
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232194268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOLARD KRAJNIK MASCIANGELO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W WELSH POOL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EXTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019341
ReturnHeader/PreparerPersonGrp/PhoneNum06103635200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK LOUGHRY
ReturnHeader/ReturnTs02022-10-31T09:50:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILLIARD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.07$0.73$2.39$2.52$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.13$0.87$2.29$2.50$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$2.34$2.54$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.02$1.28$2.97$2.72$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.12$1.03$2.95$2.51$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.10$0.60$2.79$2.44$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.08$0.25$2.38$2.39$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.10$0.26$2.30$2.41$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.13$0.37$2.29$2.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.11$0.33$2.07$2.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.10$0.36$2.02$2.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.08$0.38$2.06$2.13$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.13$0.45$2.20
2012Summary only. Only limited summary data is available for this year.$0.79$0.15$0.64$2.15$2.17$0.02
2011Summary only. Only limited summary data is available for this year.$0.94$0.28$0.66$2.11$2.05$0.07
Peer Organizations

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