Civic Intelligence

The Aadvantage Foundation Inc

990 • Fiscal year 2014 • EIN 25-1642322

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 14, 2015

Fox Pointe Centre 201 S Johnson Rd15342

(724) 745-3010

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.25x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

96th percentile

$67,795

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 65.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$108,820

Down $23,804 (-18%) from 2013

Net Assets

Down

$81,678

Down $17,262 (-17%) from 2013

Liabilities

Down

$27,142

Down $6,542 (-19%) from 2013

Revenue

$104,265

No earlier filing loaded for comparison.

Expenses

Up

$121,527

Up $53,899 (+80%) from 2013

Net Income

-$17,262

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $304,450Liabilities 2011: $245,091Net Assets 2011: $59,3592011Assets 2012: $167,396Liabilities 2012: $42,494Net Assets 2012: $124,9022012Assets 2013: $132,624Liabilities 2013: $33,684Net Assets 2013: $98,9402013Assets 2014: $108,820Liabilities 2014: $27,142Net Assets 2014: $81,6782014Assets 2015: $90,297Liabilities 2015: $21,788Net Assets 2015: $68,5092015Assets 2016: $77,748Liabilities 2016: $21,760Net Assets 2016: $55,9882016Assets 2017: $117,374Liabilities 2017: $20,247Net Assets 2017: $97,1272017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$108,820
Liabilities$27,142
Net Assets$81,678

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $200,1032011Expenses 2012: $93,2702012Expenses 2013: $67,6282013Revenue 2014: $104,265Expenses 2014: $121,527Net Income 2014: -$17,2622014Revenue 2015: $141,717Expenses 2015: $154,886Net Income 2015: -$13,1692015Revenue 2016: $180,102Expenses 2016: $192,623Net Income 2016: -$12,5212016Revenue 2017: $215,289Expenses 2017: $174,150Net Income 2017: $41,1392017Revenue 2018: $58,115Expenses 2018: $155,242Net Income 2018: -$97,1272018

Highlighted filing

2014

Revenue$104,265
Expenses$121,527
Net Income-$17,262
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Gross Receipts
$118,630
Mission and Program Overview

Mission

To provide financial and other means of support to organizations designed to enable citizens with intellectual disabilities to learn skills that allow them to live and work within the community.

To provide financial and other means of support to organizations designed to enable retarded citizens to learn skills that allow them to live and work within the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$132,624$108,820▼ $23,804
Total Assets$132,624$108,820▼ $23,804
Liabilities
Grants Payable$26,195$21,241▼ $4,954
Accounts Payable and Accrued Expenses$7,489$5,901▼ $1,588
Total Liabilities$33,684$27,142▼ $6,542
Net Assets / Fund Balance
Unrestricted Net Assets$98,940$81,678▼ $17,262
Total Net Assets Fund Balance$98,940$81,678▼ $17,262
Total Liabilities and Net Assets / Fund Balance$132,624$108,820▼ $23,804

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$66,431$66,431
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Christy LewisExecutive DiPT$67,795$67,795

Board Members and Trustees

NameTitle
Don DefurioPresident
Beth BaicDirector
Patricia CanternaDirector
Ken PepperneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$93,643
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$10,617
All Other Contributions
$93,643
Change in Net Assets
$-17,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,265
Total Revenue per Audited Statements
$104,265
Total Revenue per Form 990
$104,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,000
Other Expenses$41,527
Total Fundraising Expense$1,816
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,000--$80,000
Fees for Services Other$10,530-$1,563$12,093
Conferences and Meetings$10,459--$10,459
Fees for Services Management-$8,697-$8,697
Office Expenses$3,517$2,208$253$5,978
Fees for Services Accounting-$4,300-$4,300
Total Functional Expenses$104,506$15,205$1,816$121,527

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$121,527
Total Expenses per Audited Statements$121,527
Total Expenses per Form 990$121,527
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
25-1663522-3Camp Laugh-a-lot$80,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,982
Fundraising Direct Expenses$14,365
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,482$23,482-$23,482
Total Events$23,482$23,482$13,971$9,511
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
Audit committee
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
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The aadvantage foundation, inc. Contracted with its parent organization, aadvantage, inc. For accounting and managerial services from july 1, 2013 to june 30, 2014. A total of 8,697 was paid by the aadvantage foundation, inc. To aadvantage, inc. For the year ended june 30, 2014.

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 was supplied to all board members for review and discussion prior to signing and submission of the form.

Form 990, Page 6, Part VI, Line 12C

The by-laws of the organization and the written conflict of interest policy addresses monitoring and enforcing compliance of the conflict of interest policy including a process to follow if a potential conflict arises. The organization adopted a new conflict of interest policy in october 2009 which requires annual disclosure of interests that could give rise to conflicts.

Form 990, Page 6, Part VI, Line 19

Governing documents made available upon request.

Filing and Contact Details

Filer

EIN
25-1642322
Phone
7247453010

Signing Officer

Name
Christy Lewis
Title
Executive Director
Phone
7247453010
Signed
2015-01-14

Organization Details

Principal Officer
Christy Lewis
Formed
1991
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
10

Preparer

Preparer
Gary a Kissinger
Phone
7242281177
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide financial and other means of support to organizations designed to enable retarded citizens to learn skills that allow them to live and work within the community.

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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/ExplanationTxt0TO PROVIDE FINANCIAL AND OTHER MEANS OF SUPPORT TO ORGANIZATIONS DESIGNED TO ENABLE RETARDED CITIZENS TO LEARN SKILLS THAT ALLOW THEM TO LIVE AND WORK WITHIN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AADVANTAGE FOUNDATION, INC. CONTRACTED WITH ITS PARENT ORGANIZATION, AADVANTAGE, INC. FOR ACCOUNTING AND MANAGERIAL SERVICES FROM JULY 1, 2013 TO JUNE 30, 2014. A TOTAL OF 8,697 WAS PAID BY THE AADVANTAGE FOUNDATION, INC. TO AADVANTAGE, INC. FOR THE YEAR ENDED JUNE 30, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 WAS SUPPLIED TO ALL BOARD MEMBERS FOR REVIEW AND DISCUSSION PRIOR TO SIGNING AND SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BY-LAWS OF THE ORGANIZATION AND THE WRITTEN CONFLICT OF INTEREST POLICY ADDRESSES MONITORING AND ENFORCING COMPLIANCE OF THE CONFLICT OF INTEREST POLICY INCLUDING A PROCESS TO FOLLOW IF A POTENTIAL CONFLICT ARISES. THE ORGANIZATION ADOPTED A NEW CONFLICT OF INTEREST POLICY IN OCTOBER 2009 WHICH REQUIRES ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11ARC HUMAN SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12RESIDENTIAL RECOVERY SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13THE ARC WASHINGTON COUNTY INC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08697
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt18000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10AADVANTAGE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11ARC HUMAN SERVICES INC
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0121527
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IRS990/TotalOtherCompensationAmt03228
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IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07247453010
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE AADVANTAGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AADV
ReturnHeader/Filer/EIN0251642322
ReturnHeader/Filer/PhoneNum07247453010
ReturnHeader/Filer/USAddress/AddressLine10FOX POINTE CENTRE 201 S JOHNSON RD
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015342
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251438051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PALERMOKISSINGER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109 EAST BEAU STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode015301
ReturnHeader/PreparerPersonGrp/PhoneNum07242281177
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY A KISSINGER
ReturnHeader/ReturnTs02015-02-02T09:23:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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