Civic Intelligence

Freedom Valley Disability Enablement Inc

990 • Fiscal year 2018 • EIN 23-2702442

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 15, 2018

3607 Chapel RoadNewtown Square, PA 19073

(610) 353-6640

Siviq Scores

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

Liabilities / Assets

91st percentile

0.59x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.62x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$45,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

-2.1%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$247,463

Up $66,444 (+37%) from 2017

Net Assets

Down

$102,153

Down $7,887 (-7.2%) from 2017

Liabilities

Up

$145,310

Up $74,331 (+105%) from 2017

Revenue

Down

$236,175

Down $5,002 (-2.1%) from 2017

Expenses

Down

$250,044

Down $4,148 (-1.6%) from 2017

Net Income

Down

-$13,869

Down $854 (-6.6%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $212,046Liabilities 2011: $155,176Net Assets 2011: $56,8702011Assets 2012: $167,078Liabilities 2012: $96,353Net Assets 2012: $70,7252012Assets 2013: $257,263Liabilities 2013: $160,267Net Assets 2013: $96,9962013Assets 2014: $254,054Liabilities 2014: $148,547Net Assets 2014: $105,5072014Assets 2015: $215,593Liabilities 2015: $103,644Net Assets 2015: $111,9492015Assets 2016: $209,188Liabilities 2016: $86,133Net Assets 2016: $123,0552016Assets 2017: $181,019Liabilities 2017: $70,979Net Assets 2017: $110,0402017Assets 2018: $247,463Liabilities 2018: $145,310Net Assets 2018: $102,1532018Assets 2019: $143,765Liabilities 2019: $52,830Net Assets 2019: $90,9352019Assets 2020: $145,892Liabilities 2020: $15,781Net Assets 2020: $130,1112020Assets 2021: $154,372Liabilities 2021: $37,271Net Assets 2021: $117,1012021Assets 2022: $81,328Liabilities 2022: $1,047Net Assets 2022: $80,2812022

Highlighted filing

2018

Assets$247,463
Liabilities$145,310
Net Assets$102,153

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $276,653Expenses 2011: $282,157Net Income 2011: -$5,5042011Expenses 2012: $271,2222012Expenses 2013: $331,8132013Revenue 2014: $319,821Expenses 2014: $310,746Net Income 2014: $9,0752014Revenue 2015: $256,251Expenses 2015: $249,809Net Income 2015: $6,4422015Revenue 2016: $246,618Expenses 2016: $233,992Net Income 2016: $12,6262016Revenue 2017: $241,177Expenses 2017: $254,192Net Income 2017: -$13,0152017Revenue 2018: $236,175Expenses 2018: $250,044Net Income 2018: -$13,8692018Revenue 2019: $263,376Expenses 2019: $272,388Net Income 2019: -$9,0122019Revenue 2020: $292,743Expenses 2020: $253,566Net Income 2020: $39,1772020Revenue 2021: $232,174Expenses 2021: $245,184Net Income 2021: -$13,0102021Revenue 2022: $207,043Expenses 2022: $243,863Net Income 2022: -$36,8202022

Highlighted filing

2018

Revenue$236,175
Expenses$250,044
Net Income-$13,869
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 15, 2018
Return Version
2017v2.3
Gross Receipts
$236,175
Mission and Program Overview

Mission

Assist individuals with disabilities enhance their life by providing information and resources establishing independent living amoungst other services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$125,055$208,639▲ $83,584
Prepaid Expenses and Deferred Charges$35,165$21,583▼ $13,582
Cash and Non-Interest-Bearing Accounts$11,719$7,683▼ $4,036
Savings and Temporary Cash Investments-$4,221-
Land, Buildings, and Equipment, Net$6,680$2,782▼ $3,898
Total Assets$181,019$247,463▲ $66,444
Other Assets Total$2,400$2,555▲ $155
Liabilities
Other Liabilities$29,374$87,802▲ $58,428
Accounts Payable and Accrued Expenses$41,605$57,508▲ $15,903
Total Liabilities$70,979$145,310▲ $74,331
Net Assets / Fund Balance
Temporarily Rstr Net Assets$110,040$102,153▼ $7,887
Total Net Assets Fund Balance$110,040$102,153▼ $7,887
Total Liabilities and Net Assets / Fund Balance$181,019$247,463▲ $66,444

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,782$31,077$33,859
Compensation and Service Providers

Employees

NameTitleBaseTotal
Michael BurkeExecutive Di$45,000$45,000

Board Members and Trustees

NameTitle
William BeckChairman
Paul BarentsVice Chair
Esther SmitsDirector
William BallantineDirector
John CampbellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$212,407
Program Service Revenue
$21,438
Investment Income
$2
Other Revenue
$2,328
All Other Contributions
$5,805
Change in Net Assets
$-13,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$236,175
Total Revenue per Audited Statements
$236,175
Total Revenue per Form 990
$236,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$152,765
Other Expenses$97,279
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,599$14,592-$71,191
Current Officers, Directors, Trustees, and Key Employees$45,000--$45,000
Occupancy$33,069--$33,069
Fees for Services Accounting$14,039$14,039-$28,078
Other Employee Benefits$11,040$12,105-$23,145
Payroll Taxes$9,226$4,203-$13,429
Fees for Services Management$4,200--$4,200
Depreciation Depletion$3,900--$3,900
Interest$3,004--$3,004
Advertising$2,452--$2,452
Insurance$2,224--$2,224
All Other Expenses$1,187$502-$1,689
Travel$1,501--$1,501
Other Expenses$3,257$1,300-$1,300
Fees for Services Other$748--$748
Total Functional Expenses$203,303$46,741$0$250,044

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$250,044
Total Expenses per Audited Statements$250,044
Total Expenses per Form 990$250,044
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
Loan Td Bank$49,800
Loan$30,000
Other Current Liabilities$8,002
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 15A

Board, in excutive meeting, review service performance of executive director meeting program goals in determining reasonable compensation, within the organization.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Freedom Valley Disability
EIN
23-2702442
Phone
6103536640
Address
3607 CHAPEL ROAD, NEWTOWN SQUARE, PA 19073

Signing Officer

Name
Michael Burke
Title
Executive Director
Phone
6103536640
Signed
2018-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Burke
Formed
1992
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
0
Employees
8

Preparer

Firm
Ronald R Woodworth CPA Pc
Address
3501 WEST CHESTER PIKE SUITE 200, NEWTOWN SQUARE, PA 19073
Preparer
Ronald R Woodworth
Phone
6103530883
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Review prior year outstanding vendor checks were voided.

Raw XML Appendix364 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW PRIOR YEAR OUTSTANDING VENDOR CHECKS WERE VOIDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0110040
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0102153
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0181019
IRS990/TotalAssetsEOYAmt0247463
IRS990/TotalAssetsGrp/BOYAmt0181019
IRS990/TotalAssetsGrp/EOYAmt0247463
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0212407
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046741
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203303
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250044
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070979
IRS990/TotalLiabilitiesEOYAmt0145310
IRS990/TotalLiabilitiesGrp/BOYAmt070979
IRS990/TotalLiabilitiesGrp/EOYAmt0145310
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0110040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0102153
IRS990/TotalProgramServiceExpensesAmt0203303
IRS990/TotalProgramServiceRevenueAmt021438
IRS990/TotalReportableCompFromOrgAmt045000
IRS990/TotalRevenueGrp/ExclusionAmt02328
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021440
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0181019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0247463
IRS990/TravelGrp/ProgramServicesAmt01501
IRS990/TravelGrp/TotalAmt01501
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03607 CHAPEL ROAD
IRS990/USAddress/CityNm0NEWTOWN SQUARE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019073
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0FREEDOMVALLEYENABLEMENT.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06103536640
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREEDOM VALLEY DISABILITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENABLEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0232702442
ReturnHeader/Filer/PhoneNum06103536640
ReturnHeader/Filer/USAddress/AddressLine1Txt03607 CHAPEL ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019073
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD7617A29252B4EB9E008AB89E0698A9724291D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD7617A29252B4EB9E008AB89E0698A9724291D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.52.12.10
ReturnHeader/FilingSecurityInformation/IPDt02018-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:10:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232609961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD R WOODWORTH CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03501 WEST CHESTER PIKE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTOWN SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019073
ReturnHeader/PreparerPersonGrp/PhoneNum06103530883
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD R WOODWORTH
ReturnHeader/ReturnTs02018-12-13T20:10:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.01$0.80$2.07$2.44$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.37$1.17$2.32$2.45$0.13
2020Summary only. Only limited summary data is available for this year.$1.46$0.16$1.30$2.93$2.54$0.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.53$0.91$2.63$2.72$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.47$1.45$1.02$2.36$2.50$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.71$1.10$2.41$2.54$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.86$1.23$2.47$2.34$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.16$1.04$1.12$2.56$2.50$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.54$1.49$1.06$3.20$3.11$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$1.60$0.97$3.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.96$0.71$2.71
2011Summary only. Only limited summary data is available for this year.$2.12$1.55$0.57$2.77$2.82$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits