Civic Intelligence

Caringplace of the Shoals Inc

EIN 26-0715442 • 501(c)3 • Florence, AL

Profile

Wicp provides care for elders who are cognitively impared or functionally impared. The care is provided in half or full day sessions while under the care of a professional staff.

PO Box 207Florence, AL 35631

www.wicpdays.org/INDEX.HTML

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

67%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$508,880

Up $58,811 (+13%) from 2024

Liabilities

Down

$1,500

Down $1,354 (-47%) from 2024

Net Assets

Up

$507,380

Up $60,165 (+13%) from 2024

Revenue

Up

$436,866

Up $175,574 (+67%) from 2024

Expenses

Down

$377,949

Down $24,336 (-6.0%) from 2024

Net Income

Up

$58,917

Up $199,910 (+142%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2017: $244,645Liabilities 2017: $1,500Net Assets 2017: $243,1452017Assets 2018: $284,180Liabilities 2018: $1,500Net Assets 2018: $282,6802018Assets 2019: $302,155Liabilities 2019: $1,500Net Assets 2019: $300,6552019Assets 2021: $313,119Liabilities 2021: $1,500Net Assets 2021: $311,6192021Assets 2022: $469,230Liabilities 2022: $1,500Net Assets 2022: $467,7302022Assets 2023: $591,064Liabilities 2023: $2,854Net Assets 2023: $588,2102023Assets 2024: $450,069Liabilities 2024: $2,854Net Assets 2024: $447,2152024Assets 2025: $508,880Liabilities 2025: $1,500Net Assets 2025: $507,3802025

Highlighted filing

2025

Assets$508,880
Liabilities$1,500
Net Assets$507,380

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2017: $217,089Expenses 2017: $21,309Net Income 2017: $195,7802017Revenue 2018: $71,049Expenses 2018: $31,514Net Income 2018: $39,5352018Revenue 2019: $65,835Expenses 2019: $46,991Net Income 2019: $18,8442019Revenue 2021: $14,933Expenses 2021: $16,392Net Income 2021: -$1,4592021Revenue 2022: $190,122Expenses 2022: $34,011Net Income 2022: $156,1112022Revenue 2023: $316,459Expenses 2023: $195,980Net Income 2023: $120,4792023Revenue 2024: $261,292Expenses 2024: $402,285Net Income 2024: -$140,9932024Revenue 2025: $436,866Expenses 2025: $377,949Net Income 2025: $58,9172025

Highlighted filing

2025

Revenue$436,866
Expenses$377,949
Net Income$58,917

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$436,866
Mission and Program Overview

Mission

Wicp provides care for elders who are cognitively impared or functionally impared. The care is provided in half or full day sessions while under the care of a professional staff.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$257,892$256,825▼ $1,067
Cash and Non-Interest-Bearing Accounts$192,283$207,896▲ $15,613
Savings and Temporary Cash Investments-$32,589-
Accounts Receivable$-106$11,570▲ $11,676
Total Assets$450,069$508,880▲ $58,811
Liabilities
Other Liabilities$2,854$1,500▼ $1,354
Total Liabilities$2,854$1,500▼ $1,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$395,383$455,548▲ $60,165
Net Assets With Donor Restrictions$51,832$51,832→ $0
Total Net Assets Fund Balance$447,215$507,380▲ $60,165
Total Liabilities and Net Assets / Fund Balance$450,069$508,880▲ $58,811

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$189,777$38,580$228,357
Equipment$25,848$38,970$64,818
Land$41,200-$41,200
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$324,171
Program Service Revenue
$108,655
Investment Income
$4,040
Other Revenue
$0
All Other Contributions
$38,568
Change in Net Assets
$58,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$377,949
Total Fundraising Expense$226
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$304,290$8,581-$312,871
Advertising$13,261--$13,261
Occupancy$12,112--$12,112
Depreciation Depletion$6,600--$6,600
Insurance$1,200$5,037-$6,237
Office Expenses-$1,773-$1,773
Conferences and Meetings-$607-$607
Other Expenses$1,762-$226$226
Total Functional Expenses$361,725$15,998$226$377,949
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casiday----
Freinds Camp----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Deposits$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Return is submitted to the treasurer prior to filing.

CEO executive director top management comp Part VI line 15A

Guidance will be sought from other local home and community-based sources (hcbs) for professional salary rates. Compensation is reviewed and approved by admininstration and personnel committee, executive committee and approved by the board of directors.

Other officer or key employee compensation Part VI line 15B

Guidance will be sought from other local home and community-based sources (hcbs) for professional salary rates. Compensation is reviewed and approved by admininstration and personnel committee, executive committee and approved by the board of directors.

Governing documents etc available to public Part VI line 19

Documents are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Caringplace of the Shoals Inc
EIN
26-0715442
In Care Of
% OLLIE COOPER
Phone
2562753800
Address
PO BOX 207, FLORENCE, AL 35631
Doing Business As
Adult Day Care

Signing Officer

Name
Ollie Cooper
Title
Treas
Phone
2567643272
Signed
2025-09-29
Discuss with paid preparer
No

Organization Details

Principal Officer
Ollie Copper
Formed
2007
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
20

Preparer

Firm
LYNCH and LYNCH CPAS PC
Address
P O BOX A, FLORENCE, AL 35631
Preparer
Bradford Lynch
Phone
2567643272
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

ROUNDING

List of other expenses Part IX line 24E

All other exenses-prg m&r equip $ 1833 staff training $ 5607 telephone $ 1399 staff wages $232181 staff p/r tax $ 59304 labor $ 3966

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IRS990/PYInvestmentIncomeAmt01365
IRS990/PYOtherExpensesAmt0402285
IRS990/PYProgramServiceRevenueAmt057434
IRS990/PYRevenuesLessExpensesAmt0-140993
IRS990/PYTotalExpensesAmt0402285
IRS990/PYTotalRevenueAmt0261292
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt058917
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0436866
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0167160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt086212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0365183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01365
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0108655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0221568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0237293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0171644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0739160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01365
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02531
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt01104343
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0275815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0307780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0315733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0190099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014916
IRS990ScheduleA/Total509Grp/TotalAmt01104343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0276215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0309145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0316459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0190122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01106874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0189777
IRS990ScheduleD/BuildingsGrp/DepreciationAmt038580
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0228357
IRS990ScheduleD/EquipmentGrp/BookValueAmt025848
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038970
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064818
IRS990ScheduleD/LandGrp/BookValueAmt041200
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt041200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0256825
IRS990ScheduleD/TotalLiabilityAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FREINDS CAMP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CASIDAY
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt014
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS SUBMITTED TO THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GUIDANCE WILL BE SOUGHT FROM OTHER LOCAL HOME AND COMMUNITY-BASED SOURCES (HCBS) FOR PROFESSIONAL SALARY RATES. COMPENSATION IS REVIEWED AND APPROVED BY ADMININSTRATION AND PERSONNEL COMMITTEE, EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GUIDANCE WILL BE SOUGHT FROM OTHER LOCAL HOME AND COMMUNITY-BASED SOURCES (HCBS) FOR PROFESSIONAL SALARY RATES. COMPENSATION IS REVIEWED AND APPROVED BY ADMININSTRATION AND PERSONNEL COMMITTEE, EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL OTHER EXENSES-PRG M&R EQUIP $ 1833 STAFF TRAINING $ 5607 TELEPHONE $ 1399 STAFF WAGES $232181 STAFF P/R TAX $ 59304 LABOR $ 3966
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0450069
IRS990/TotalAssetsEOYAmt0508880
IRS990/TotalAssetsGrp/BOYAmt0450069
IRS990/TotalAssetsGrp/EOYAmt0508880
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0324171
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0226
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015998
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0361725
IRS990/TotalFunctionalExpensesGrp/TotalAmt0377949
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02854
IRS990/TotalLiabilitiesEOYAmt01500
IRS990/TotalLiabilitiesGrp/BOYAmt02854
IRS990/TotalLiabilitiesGrp/EOYAmt01500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0447215

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