Civic Intelligence

Dalrc Retiree Assistance Program Inc.

990 • Fiscal year 2022 • EIN 26-1361299

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

$1,295,192

No earlier filing loaded for comparison.

Net Assets

$1,295,192

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

$354,668

No earlier filing loaded for comparison.

Expenses

$168,926

No earlier filing loaded for comparison.

Net Income

$185,742

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2022

Assets$1,295,192
Liabilities$0
Net Assets$1,295,192
Open 2022 Filing

Operations Trend

Revenue Growth62nd 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

2022

Revenue$354,668
Expenses$168,926
Net Income$185,742
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$354,668
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$928,001▲ $203,001
Cash and Non-Interest-Bearing Accounts$384,450$367,191▼ $17,259
Total Assets$1,109,450$1,295,192▲ $185,742
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,109,450$1,295,192▲ $185,742
Total Net Assets Fund Balance$1,109,450$1,295,192▲ $185,742
Total Liabilities and Net Assets / Fund Balance$1,109,450$1,295,192▲ $185,742
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ken KlattChair
Debra LangdonVice Chair
Bill SelbyDirector
Esther HammondDirector
Jane HubbardDirector
John BoatrightDirector
Lydia ManningDirector
Roger NixSecretary
Tricia MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$351,296
Program Service Revenue
$0
Investment Income
$3,372
Other Revenue
$0
All Other Contributions
$351,296
Change in Net Assets
$185,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,762
Salaries, Compensation, and Employee Benefits$29,634
Other Expenses$25,530
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$113,762--$113,762
Other Salaries and Wages$13,764$13,764-$27,528
Office Expenses-$8,302-$8,302
Fees for Services Accounting-$7,641-$7,641
Payroll Taxes$1,053$1,053-$2,106
Other Expenses$880$880-$1,760
Insurance$784$784-$1,568
Conferences and Meetings-$1,559-$1,559
Total Functional Expenses$131,253$37,673$0$168,926
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
No
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 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
Phone
6787827577
Signed
2023-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Klatt
Formed
2008
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
9
Employees
2

Preparer

Firm
Whaley Hammonds Tomasello Pc
Address
1100 KEYS FERRY CT, MCDONOUGH, GA 30253
Preparer
Lorraine F Kelley
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 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO 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.
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01109450
IRS990/TotalAssetsEOYAmt01295192
IRS990/TotalAssetsGrp/BOYAmt01109450
IRS990/TotalAssetsGrp/EOYAmt01295192
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0351296
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037673
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131253
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01109450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01295192
IRS990/TotalProgramServiceExpensesAmt0131253
IRS990/TotalRevenueGrp/ExclusionAmt03372
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0354668
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01109450
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01295192
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0415 OTTER CREEK COURT
IRS990/USAddress/CityNm0SANDY SPRINGS
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030328
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.RETIREEAP.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER NIX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06787827577
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581971018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEY HAMMONDS TOMASELLO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 KEYS FERRY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCDONOUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030253
ReturnHeader/PreparerPersonGrp/PhoneNum07709141040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORRAINE F KELLEY
ReturnHeader/ReturnTs02023-05-08T16:19:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NIX
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,295,192
Liabilities
$0
Net assets
$1,295,192
Revenue
$354,668
Expenses
$168,926
Net income
$185,742
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
2022Detailed filing. Detailed filing data is available for this year.$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
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits