Civic Intelligence

Dalrc Retiree Assistance Program Inc.

990 • Fiscal year 2018 • EIN 26-1361299

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

155 Westridge Parkway Suite 220Mcdonough, GA 30253

(678) 782-7577

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$10,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-8.8%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,029,439

Down $98,779 (-8.8%) from 2017

Net Assets

Down

$1,029,439

Down $98,779 (-8.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$387,847

Down $46,821 (-11%) from 2017

Expenses

Up

$486,626

Up $206,316 (+74%) from 2017

Net Income

Down

-$98,779

Down $253,137 (-164%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $187,336Net Assets 2010: $187,3362010Assets 2011: $252,843Net Assets 2011: $252,8432011Assets 2012: $307,259Net Assets 2012: $307,2592012Assets 2014: $550,171Liabilities 2014: $0Net Assets 2014: $550,1712014Assets 2015: $751,107Liabilities 2015: $0Net Assets 2015: $751,1072015Assets 2016: $973,860Liabilities 2016: $0Net Assets 2016: $973,8602016Assets 2017: $1,128,218Liabilities 2017: $0Net Assets 2017: $1,128,2182017Assets 2018: $1,029,439Liabilities 2018: $0Net Assets 2018: $1,029,4392018Assets 2020: $999,305Liabilities 2020: $0Net Assets 2020: $999,3052020Assets 2022: $1,295,192Liabilities 2022: $0Net Assets 2022: $1,295,1922022Assets 2024: $1,939,168Liabilities 2024: $3,525Net Assets 2024: $1,935,6432024

Highlighted filing

2018

Assets$1,029,439
Liabilities$0
Net Assets$1,029,439

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $68,243Expenses 2010: $2,031Net Income 2010: $66,2122010Revenue 2011: $88,976Expenses 2011: $23,469Net Income 2011: $65,5072011Revenue 2012: $146,421Expenses 2012: $92,005Net Income 2012: $54,4162012Revenue 2014: $244,937Expenses 2014: $100,614Net Income 2014: $144,3232014Revenue 2015: $336,539Expenses 2015: $135,900Net Income 2015: $200,6392015Revenue 2016: $408,282Expenses 2016: $185,529Net Income 2016: $222,7532016Revenue 2017: $434,668Expenses 2017: $280,310Net Income 2017: $154,3582017Revenue 2018: $387,847Expenses 2018: $486,626Net Income 2018: -$98,7792018Revenue 2020: $359,575Expenses 2020: $321,060Net Income 2020: $38,5152020Revenue 2022: $354,668Expenses 2022: $168,926Net Income 2022: $185,7422022Revenue 2024: $521,610Expenses 2024: $163,246Net Income 2024: $358,3642024

Highlighted filing

2018

Revenue$387,847
Expenses$486,626
Net Income-$98,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$387,847
Mission and Program Overview

Mission

Organization was available to provide financial assistance with medical premiums and payments

The organization provides financial assistance with health-related expenses, health insurance premiums and other items necessary for day-to- day well-being. Eligible individuals are delta retirees, their spouses and survivors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$962,641$966,200▲ $3,559
Cash and Non-Interest-Bearing Accounts$165,577$63,239▼ $102,338
Total Assets$1,128,218$1,029,439▼ $98,779
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,128,218$1,029,439▼ $98,779
Total Net Assets Fund Balance$1,128,218$1,029,439▼ $98,779
Total Liabilities and Net Assets / Fund Balance$1,128,218$1,029,439▼ $98,779
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Roger NixSecretary/trPT$10,000$10,000

Board Members and Trustees

NameTitle
William SelbyChair
Sandra PhillipsVice-chair
Andrew GoncziDirector
Jane HubbardDirector
John BoatrightDirector
John RitterDirector
Leslie KlempererDirector
Lydia ManningDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$382,168
Program Service Revenue
$0
Investment Income
$5,679
Other Revenue
$0
All Other Contributions
$382,168
Change in Net Assets
$-98,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$425,641
Other Expenses$42,076
Salaries, Compensation, and Employee Benefits$18,909
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$425,641--$425,641
Current Officers, Directors, Trustees, and Key Employees$5,000$5,000-$10,000
Other Salaries and Wages$4,454$4,455-$8,909
Office Expenses-$7,885-$7,885
Insurance$1,993$1,993-$3,986
Advertising$3,621--$3,621
Conferences and Meetings-$3,318-$3,318
Other Expenses$1,173$2,055-$2,055
Fees for Services Legal-$1,843-$1,843
Fees for Services Accounting-$1,594-$1,594
All Other Expenses$42$42-$84
Total Functional Expenses$449,595$37,031$0$486,626
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
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
No
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

The organization's board of directors reviews the form 990 prior to filing. Board members approve the form before filing.

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

A conflict of interest policy is being developed for 2019.

Form 990, Page 6, Part VI, Line 19

No documents are available to the public; however, all financial and governance documents are available at anytime to contributors of the dalrc retiree assistance program, inc.

Filing and Contact Details

Filer

Filer Name
Dalrc Retiree Assistance
EIN
26-1361299
Phone
6787827577
Address
155 WESTRIDGE PARKWAY SUITE 220, MCDONOUGH, GA 30253

Signing Officer

Name
Roger Nix
Title
Secretary/treasurer
Phone
6787827577
Signed
2019-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Selby
Formed
2008
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
8
Employees
3
Volunteers
1

Preparer

Firm
Whaley Hammonds Tomasello Pc
Address
115 WESTRIDGE IND BLVD SUITE 200, MCDONOUGH, GA 30253
Preparer
Ashley S Potter
Phone
7709141040
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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/ExplanationTxt0THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING. BOARD MEMBERS APPROVE THE FORM BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A CONFLICT OF INTEREST POLICY IS BEING DEVELOPED FOR 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC; HOWEVER, ALL FINANCIAL AND GOVERNANCE DOCUMENTS ARE AVAILABLE AT ANYTIME TO CONTRIBUTORS OF THE DALRC RETIREE ASSISTANCE PROGRAM, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0486626
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALRC RETIREE ASSISTANCE
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ReturnHeader/FilingSecurityInformation/IPTm012:36:44
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ReturnHeader/ReturnTs02019-05-08T12:36:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.52$0.16$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.35$0.17$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.36$0.32$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.39$0.49$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.43$0.28$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.41$0.19$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.34$0.14$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.24$0.10$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.15$0.09$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.09$0.02$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.07$0.00$0.07