Civic Intelligence

Community Resources for Independence Inc.

990 • Fiscal year 2019 • EIN 25-1640170

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

3410 West 12th StreetErie, PA 16505

(814) 838-7222

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.28x

Higher debt load relative to assets than 53% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.60x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

13th percentile

-14%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

17th percentile

-3.4%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-2.9%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Down

$44,649,484

Down $1,581,205 (-3.4%) from 2018

Net Assets

Down

$32,171,319

Down $1,646,061 (-4.9%) from 2018

Liabilities

Up

$12,478,165

Up $64,856 (+0.5%) from 2018

Revenue

Down

$20,918,030

Down $618,780 (-2.9%) from 2018

Expenses

Up

$23,851,198

Up $294,371 (+1.2%) from 2018

Net Income

Down

-$2,933,168

Down $913,151 (-45%) from 2018

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2015: $49,431,416Liabilities 2015: $12,774,701Net Assets 2015: $36,656,7152015Assets 2018: $46,230,689Liabilities 2018: $12,413,309Net Assets 2018: $33,817,3802018Assets 2019: $44,649,484Liabilities 2019: $12,478,165Net Assets 2019: $32,171,3192019Assets 2021: $43,146,906Liabilities 2021: $8,503,275Net Assets 2021: $34,643,6312021Assets 2022: $35,040,174Liabilities 2022: $6,557,450Net Assets 2022: $28,482,7242022Assets 2024: $28,110,908Liabilities 2024: $1,284,277Net Assets 2024: $26,826,6312024Assets 2025: $33,199,019Liabilities 2025: $1,244,982Net Assets 2025: $31,954,0372025

Highlighted filing

2019

Assets$44,649,484
Liabilities$12,478,165
Net Assets$32,171,319

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2015: $19,500,434Expenses 2015: $20,603,135Net Income 2015: -$1,102,7012015Revenue 2018: $21,536,810Expenses 2018: $23,556,827Net Income 2018: -$2,020,0172018Revenue 2019: $20,918,030Expenses 2019: $23,851,198Net Income 2019: -$2,933,1682019Revenue 2021: $19,018,254Expenses 2021: $21,501,036Net Income 2021: -$2,482,7822021Revenue 2022: $18,257,057Expenses 2022: $20,642,261Net Income 2022: -$2,385,2042022Revenue 2024: $18,763,962Expenses 2024: $20,684,293Net Income 2024: -$1,920,3312024Revenue 2025: $22,572,052Expenses 2025: $19,219,346Net Income 2025: $3,352,7062025

Highlighted filing

2019

Revenue$20,918,030
Expenses$23,851,198
Net Income-$2,933,168
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$26,130,821
Mission and Program Overview

Mission

Services for the physically disabled.

Community Resources for Independence (CRI) is a community based, non-residential, non-profit corporation that provides services to individuals with disabilities in order to maximize their independence and the accessibility of the communities in which they live. CRI is one of more than 500 federally funded Centers for Independent Living across the nation established by people with disabilities for people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,363,739$34,336,150▼ $2,027,589
Savings and Temporary Cash Investments$4,224,299$4,387,444▲ $163,145
Accounts Receivable$2,767,851$2,893,521▲ $125,670
Land, Buildings, and Equipment, Net$2,663,285$2,803,418▲ $140,133
Prepaid Expenses and Deferred Charges$186,515$199,261▲ $12,746
Cash and Non-Interest-Bearing Accounts-$4,690-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$46,230,689$44,649,484▼ $1,581,205
Other Assets Total$25,000$25,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,595,997$10,700,922▲ $104,925
Mortgage Notes Payable Secured by Investment Property$1,794,925$1,718,545▼ $76,380
Other Liabilities$22,387$43,688▲ $21,301
Deferred Revenue-$15,010-
Total Liabilities$12,413,309$12,478,165▲ $64,856
Net Assets / Fund Balance
Unrestricted Net Assets$33,817,380$32,171,319▼ $1,646,061
Total Net Assets Fund Balance$33,817,380$32,171,319▼ $1,646,061
Total Liabilities and Net Assets / Fund Balance$46,230,689$44,649,484▼ $1,581,205

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,503,052$697,537$2,200,589
Other Land Buildings$-6,128$1,507,596$1,501,468
Leasehold Improvements$646,001$195,157$841,158
Land$615,472-$615,472
Equipment$45,021$203,215$248,236
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gerald KimmelPresident
Daniel ShuffstallVice President
Amy BrzuzBoard Member
David RhodesBoard Member
Susan AndrzejewskiBoard Member
Timothy DoyleBoard Member
Timothy FineganEx Director
Martin M PushchakController
Carl BerryHr Manager
Thomas PushchakIt Manager
Timothy O FineganManager
Nancy MakaySecretary
Richard FickesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,250
Program Service Revenue
$19,644,714
Investment Income
$1,208,301
Other Revenue
$52,765
Change in Net Assets
$-2,933,168

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,918,030
Total Revenue per Audited Statements
$20,918,030
Total Revenue per Form 990
$20,918,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,478,661
Other Expenses$2,372,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,840,741$4,169,790-$16,010,531
Other Employee Benefits$2,617,300$815,411-$3,432,711
Payroll Taxes$916,134$285,419-$1,201,553
Pension Plan Contributions$635,788$198,078-$833,866
Occupancy$438,788$109,698-$548,486
Travel$354,500$39,389-$393,889
Office Expenses$322,097$65,343-$387,440
Fees for Service Investment Mgmnt Fees-$194,315-$194,315
Depreciation Depletion$36,290$58,235-$94,525
All Other Expenses$62,458$25,651-$88,109
Interest-$72,709-$72,709
Insurance$46,736$11,684-$58,420
Fees for Services Accounting-$38,500-$38,500
Other Expenses$25,542$8,482-$25,542
Fees for Services Legal$294$1,736-$2,030
Total Functional Expenses$17,740,656$6,110,542$0$23,851,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,851,198
Total Expenses per Audited Statements$23,851,198
Total Expenses per Form 990$23,851,198
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$66,049
Gaming Direct Expenses$13,284
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
Interest Rate Swap$43,688
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
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, Line 11B: Form 990 Review Process

The 990 is reviewed with the finance committee prior to filing.

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

Conflict of interest statements are signed and filed and occassionally discussed at the board meetings.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The board reviews the executive director's pay based on merit and comparison with others in similar positions.

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

The return is available upon request at the organization's main office in erie, pa.

Filing and Contact Details

Filer

Filer Name
Community Resources for Independence
EIN
25-1640170
Phone
8148387222
Address
3410 WEST 12TH STREET, ERIE, PA 16505

Signing Officer

Name
Martin M Pushchak
Title
Controller
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald Kimmel
Formed
1991
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
1,450
Volunteers
40

Preparer

Firm
Maloney Reed Scarpitti & Company LLP
Address
3703 West 26th Street, Erie, PA 16506-2038
Preparer
Christopher Elwell CPA
Phone
8148338545
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