Civic Intelligence

Union County Residential Services Inc

990 • Fiscal year 2017 • EIN 23-7404953

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

Organization ProfileN/A
PO Box 946Monroe, NC 28111

(704) 283-1400

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

23rd percentile

-7.4%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-3.0%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$198,179

Down $46,637 (-19%) from 2016

Net Assets

Down

$198,179

Down $46,637 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin23rd percentile

Revenue

Down

$627,425

Down $19,277 (-3.0%) from 2016

Expenses

Up

$674,062

Up $5,653 (+0.8%) from 2016

Net Income

Down

-$46,637

Down $24,930 (-115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$300K$200K$100K$0Assets 2010: $174,117Liabilities 2010: $0Net Assets 2010: $174,1172010Assets 2011: $166,530Liabilities 2011: $0Net Assets 2011: $166,5302011Assets 2012: $175,623Liabilities 2012: $0Net Assets 2012: $175,6232012Assets 2013: $228,810Liabilities 2013: $0Net Assets 2013: $228,8102013Assets 2014: $268,184Liabilities 2014: $0Net Assets 2014: $268,1842014Assets 2015: $266,523Liabilities 2015: $0Net Assets 2015: $266,5232015Assets 2016: $244,816Liabilities 2016: $0Net Assets 2016: $244,8162016Assets 2017: $198,179Liabilities 2017: $0Net Assets 2017: $198,1792017Assets 2018: $154,149Liabilities 2018: $0Net Assets 2018: $154,1492018Assets 2019: $146,914Liabilities 2019: $0Net Assets 2019: $146,9142019Assets 2020: $178,340Liabilities 2020: $0Net Assets 2020: $178,3402020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$198,179
Liabilities$0
Net Assets$198,179
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $514,2532010Expenses 2011: $566,9562011Expenses 2012: $548,2172012Expenses 2013: $550,6532013Revenue 2014: $647,211Expenses 2014: $607,895Net Income 2014: $39,3162014Revenue 2015: $638,340Expenses 2015: $640,000Net Income 2015: -$1,6602015Revenue 2016: $646,702Expenses 2016: $668,409Net Income 2016: -$21,7072016Revenue 2017: $627,425Expenses 2017: $674,062Net Income 2017: -$46,6372017Revenue 2018: $590,178Expenses 2018: $634,209Net Income 2018: -$44,0312018Revenue 2019: $682,985Expenses 2019: $690,220Net Income 2019: -$7,2352019Revenue 2020: $745,372Expenses 2020: $713,946Net Income 2020: $31,4262020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2017

Revenue$627,425
Expenses$674,062
Net Income-$46,637
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$627,425
Mission and Program Overview

Mission

Providing homes for intellectually/developmentally disabled persons

Providing homes for intellectual/developmentally disabled persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$160,687$122,824▼ $37,863
Land, Buildings, and Equipment, Net$70,479$61,700▼ $8,779
Savings and Temporary Cash Investments$13,650$13,655▲ $5
Total Assets$244,816$198,179▼ $46,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$244,816$198,179▼ $46,637
Total Net Assets Fund Balance$244,816$198,179▼ $46,637
Total Liabilities and Net Assets / Fund Balance$244,816$198,179▼ $46,637

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,890$214,262$235,152
Equipment$40,810$114,594$155,404
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Larry TugglePresident
Kenneth TarltonVice-president
Harold WilliamsBoard Member
Janis MisenheimerBoard Member
Norma GriffinBoard Member
Sue TraynhamBoard Member
Ivy MorganSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,550
Program Service Revenue
$614,221
Investment Income
$6
Other Revenue
$11,648
All Other Contributions
$1,550
Change in Net Assets
$-46,637

Audited Revenue Reconciliation

Revenue per Audited Statements
$627,425
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$627,425
Total Revenue per Form 990
$627,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$488,140
Other Expenses$185,922
Total Fundraising Expense$634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$382,162$70,700$589$453,451
All Other Expenses$30,405$6,883-$37,288
Other Employee Benefits$29,235$5,409$45$34,689
Insurance$30,400--$30,400
Depreciation Depletion$16,123$1,681-$17,804
Other Expenses$7,651$7,200-$7,651
Fees for Services Accounting-$5,000-$5,000
Travel$2,684--$2,684
Office Expenses-$2,064-$2,064
Total Functional Expenses$574,491$98,937$634$674,062

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$674,062
Total Expenses per Audited Statements$674,062
Total Expenses per Form 990$674,062
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 11B

“The form 990 is reviewed with the executive director by the return preparer prior to filing and the executive director provides a copy of the return to the board of directors.”

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

“The executive director, administrative assistant, and board of directors routinely review and discuss any issues that arise which have the potential to create a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The board of directors review the compensation of the executive director annually at a board meeting and approve any changes in compensation. The compensation of other key employees is reviewed annually by the board of directors with recommendations for any changes.”

Form 990, Part VI, Section C, Line 19

“Mission and core values statements are printed on brochures given to groups or individuals interested in the organization and its services. Conflict of interest policies and financial statements are provided to cardinal innovations healthcare solutions and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Union County Residential Services Inc
EIN
23-7404953
Phone
7042831400
Address
PO BOX 946, MONROE, NC 28111

Signing Officer

Name
Julie Stanaland
Title
Executive Director
Phone
7042831400
Signed
2017-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Stanaland
Formed
1974
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
15
Volunteers
7

Preparer

Firm
Potter & Company Pa
Address
114 N CHURCH STREET, MONROE, NC 28112
Preparer
Baxter W Starnes CPA
Phone
7042838189
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“In accordance with the accounting requirements associated with uncertain tax positions, management has evaluated its tax positions taken for all open tax years. Currently, the 2015, 2016 and 2017 tax years are open and subject to examination by the internal revenue service. However, the organization is not currently under audit nor has the organization been contacted by any of these jurisdictions. As of june 30, 2017, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, the organization has no interest or penalties related to income taxes.”

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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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0627411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0646695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0638332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0647204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0603833
IRS990ScheduleA/Total509Grp/TotalAmt03163475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0627417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0646702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0638339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0647211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0603840
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03163509
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt020890
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0214262
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0235152
IRS990ScheduleD/EquipmentGrp/BookValueAmt040810
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0114594
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155404
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0674062
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0627425
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAIN TAX POSITIONS, MANAGEMENT HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2015, 2016 AND 2017 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. AS OF JUNE 30, 2017, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE ORGANIZATION HAS NO INTEREST OR PENALTIES RELATED TO INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt061700
IRS990ScheduleD/TotalExpensesPerForm990Amt0674062
IRS990ScheduleD/TotalRevenuePerForm990Amt0627425
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0627425
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0674062
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR BY THE RETURN PREPARER PRIOR TO FILING AND THE EXECUTIVE DIRECTOR PROVIDES A COPY OF THE RETURN TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR, ADMINISTRATIVE ASSISTANT, AND BOARD OF DIRECTORS ROUTINELY REVIEW AND DISCUSS ANY ISSUES THAT ARISE WHICH HAVE THE POTENTIAL TO CREATE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY AT A BOARD MEETING AND APPROVE ANY CHANGES IN COMPENSATION. THE COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS WITH RECOMMENDATIONS FOR ANY CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISSION AND CORE VALUES STATEMENTS ARE PRINTED ON BROCHURES GIVEN TO GROUPS OR INDIVIDUALS INTERESTED IN THE ORGANIZATION AND ITS SERVICES. CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED TO CARDINAL INNOVATIONS HEALTHCARE SOLUTIONS AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0244816
IRS990/TotalAssetsEOYAmt0198179
IRS990/TotalAssetsGrp/BOYAmt0244816
IRS990/TotalAssetsGrp/EOYAmt0198179
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01550
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0634
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098937
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0574491
IRS990/TotalFunctionalExpensesGrp/TotalAmt0674062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0244816
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0198179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt08
IRS990/TotalProgramServiceExpensesAmt0574491
IRS990/TotalProgramServiceRevenueAmt0614221
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0625875
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0627425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02684
IRS990/TravelGrp/TotalAmt02684
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0244816
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0198179
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 946
IRS990/USAddress/CityNm0MONROE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028111
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE STANALAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042831400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION COUNTY RESIDENTIAL SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0237404953
ReturnHeader/Filer/PhoneNum07042831400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 946
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1143413C2FE0F81160B4564F815490F7DC63CA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1143413C2FE0F81160B4564F815490F7DC63CA8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.199.242
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm019:12:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561220683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER & COMPANY PA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$198,179
Liabilities
$0
Net assets
$198,179
Revenue
$627,425
Expenses
$674,062
Net income
-$46,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$7.45$7.14$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$6.83$6.90$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$5.90$6.34$0.44
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$6.27$6.74$0.47
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$6.47$6.68$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$6.38$6.40$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$6.47$6.08$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$5.51
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$5.48
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$5.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$5.14