Civic Intelligence

Dalrc Retiree Assistance Program Inc.

990 • Fiscal year 2020 • EIN 26-1361299

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization ProfileWWW.RETIREEAP.ORG
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

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$15,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

45th percentile

4.0%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-17%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$999,305

Down $128,913 (-11%) from 2017

Net Assets

Down

$999,305

Down $128,913 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin58th percentile

Revenue

Down

$359,575

Down $75,093 (-17%) from 2017

Expenses

Up

$321,060

Up $40,750 (+15%) from 2017

Net Income

Down

$38,515

Down $115,843 (-75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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 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

2020

Assets$999,305
Liabilities$0
Net Assets$999,305
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

$600K$400K$200K$0Revenue 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 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

2020

Revenue$359,575
Expenses$321,060
Net Income$38,515
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Gross Receipts
$359,575
Mission and Program Overview

Mission

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

The organization provides financial assistance with health insurance premiums. Eligible individuals are delta retirees, their spouses and survivors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$725,000$725,000→ $0
Cash and Non-Interest-Bearing Accounts$235,790$274,305▲ $38,515
Total Assets$960,790$999,305▲ $38,515
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$960,790$999,305▲ $38,515
Total Net Assets Fund Balance$960,790$999,305▲ $38,515
Total Liabilities and Net Assets / Fund Balance$960,790$999,305▲ $38,515
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roger NixSecretary/trPT$15,000$15,000

Board Members and Trustees

NameTitle
William SelbyChair
Debra LangdonDirector
Jane HubbardDirector
John BoatrightDirector
Ken KlattDirector
Lydia ManningDirector
Tricia MartinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$340,632
Program Service Revenue
$0
Investment Income
$18,943
Other Revenue
$0
All Other Contributions
$340,632
Change in Net Assets
$38,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$260,521
Salaries, Compensation, and Employee Benefits$35,081
Other Expenses$25,458
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$260,521--$260,521
Other Salaries and Wages$16,267$16,268-$32,535
Office Expenses-$8,174-$8,174
Insurance$1,913$1,914-$3,827
Payroll Taxes$1,273$1,273-$2,546
Fees for Services Accounting-$2,009-$2,009
Advertising-$1,587-$1,587
Other Expenses$685$1,001-$1,001
Conferences and Meetings-$964-$964
Total Functional Expenses$283,921$37,139$0$321,060
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“During 2020, the organization adopted whistle-blower, confidentiality, and code of ethics business conduct policies.”

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 was adopted during 2020. The chair of the board of directors is charged with the oversight of any conflicts of interest. All board memebers and paid staff are required to complete an annual conflict of interest statment.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the business manager/secretary/treasurer is established by the board of directors in connection with the annual budgeting process.”

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
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Selby
Formed
2008
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
4

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/ExplanationTxt2A CONFLICT OF INTEREST POLICY WAS ADOPTED DURING 2020. THE CHAIR OF THE BOARD OF DIRECTORS IS CHARGED WITH THE OVERSIGHT OF ANY CONFLICTS OF INTEREST. ALL BOARD MEMEBERS AND PAID STAFF ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THE BUSINESS MANAGER/SECRETARY/TREASURER IS ESTABLISHED BY THE BOARD OF DIRECTORS IN CONNECTION WITH THE ANNUAL BUDGETING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO 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 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0960790
IRS990/TotalAssetsEOYAmt0999305
IRS990/TotalAssetsGrp/BOYAmt0960790
IRS990/TotalAssetsGrp/EOYAmt0999305
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0340632
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037139
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0283921
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321060
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0960790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0999305
IRS990/TotalProgramServiceExpensesAmt0283921
IRS990/TotalReportableCompFromOrgAmt015000
IRS990/TotalRevenueGrp/ExclusionAmt018943
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0359575
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0960790
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0999305
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03502 TURTLE COVE COURT
IRS990/USAddress/CityNm0MARIETTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030067
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.RETIREEAP.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER NIX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06787827577
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALRC RETIREE ASSISTANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROGRAM INC
ReturnHeader/Filer/BusinessNameControlTxt0DALR
ReturnHeader/Filer/EIN0261361299
ReturnHeader/Filer/PhoneNum06787827577
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 WESTRIDGE PARKWAY SUITE 220
ReturnHeader/Filer/USAddress/CityNm0MCDONOUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581971018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEY HAMMONDS TOMASELLO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 WESTRIDGE IND BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCDONOUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030253
ReturnHeader/PreparerPersonGrp/PhoneNum07709141040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY S POTTER
ReturnHeader/ReturnTs02021-05-06T10:18:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NIX
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$999,305
Liabilities
$0
Net assets
$999,305
Revenue
$359,575
Expenses
$321,060
Net income
$38,515
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.
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.36$0.32$0.04
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
Peer Organizations

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