Civic Intelligence

Staying Close Inc

990 • Fiscal year 2017 • EIN 26-2650716

Mar 01, 2016 to Feb 28, 2017 • Filed on Feb 13, 2018

2600 Dr Martin Luther King Jr StrSt Petersburg, FL 33704

(727) 544-5555

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$46,540

No earlier filing loaded for comparison.

Net Assets

-$172

No earlier filing loaded for comparison.

Liabilities

$46,712

No earlier filing loaded for comparison.

Revenue

$339,939

No earlier filing loaded for comparison.

Expenses

$338,958

No earlier filing loaded for comparison.

Net Income

$981

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.

$150K$100K$50K$0-$50KAssets 2017: $46,540Liabilities 2017: $46,712Net Assets 2017: -$1722017Assets 2018: $100,688Liabilities 2018: $17,224Net Assets 2018: $83,4642018

Highlighted filing

2017

Assets$46,540
Liabilities$46,712
Net Assets-$172

Operations Trend

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

$1.0M$500K$0Revenue 2017: $339,939Expenses 2017: $338,958Net Income 2017: $9812017Revenue 2018: $844,725Expenses 2018: $758,040Net Income 2018: $86,6852018

Highlighted filing

2017

Revenue$339,939
Expenses$338,958
Net Income$981
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Feb 13, 2018
Return Version
2016v3.1
Gross Receipts
$339,939
Mission and Program Overview

Mission

The mission of staying close, inc. Is to provide quality services to individuals with developmental disabilities. These services will increase opportunities to access community resources, develop meaningful relationships and increase independence utilizing a behavior analytic approach

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors-$40,142-
Cash and Non-Interest-Bearing Accounts$647$18,853▲ $18,206
Accounts Receivable-$18,258-
Land, Buildings, and Equipment, Net-$9,429-
Total Assets$647$46,540▲ $45,893
Liabilities
Other Liabilities$229$6,570▲ $6,341
Total Liabilities$229$46,712▲ $46,483
Net Assets / Fund Balance
Unrestricted Net Assets$418$-172▼ $590
Total Net Assets Fund Balance$418$-172▼ $590
Total Liabilities and Net Assets / Fund Balance$647$46,540▲ $45,893

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,429$1,571$11,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Selena JordanPresident
Cheryl CaudillBoard Member
Joseph LampleyBoard Member
Karen PhiferBoard Member
Matt PotakBoard Member
Stephanie JurczikBoard Member
Tommie LampleyBoard Member
Amanda BurdickSecretary
Jason SteifmanVP and Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$339,939
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$77
Change in Net Assets
$981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,143
Salaries, Compensation, and Employee Benefits$143,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$152,534--$152,534
Other Salaries and Wages$127,680--$127,680
Payroll Taxes$16,135--$16,135
Insurance$10,058--$10,058
Office Expenses$7,511--$7,511
Fees for Services Other$6,730--$6,730
Occupancy$3,702--$3,702
All Other Expenses$2,648--$2,648
Other Expenses$1,643--$1,643
Travel$551--$551
Total Functional Expenses$338,958$0$0$338,958
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$40,142-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Liabilities$5,808
Credit Card$762
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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 9

Jason steifman matt potak stephanie jurczik karen phifer cheryl caudill tommie lampley joseph lampley amanda burdick

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Staying Close Inc
EIN
26-2650716
Phone
7275445555
Address
2600 DR MARTIN LUTHER KING JR STR, ST PETERSBURG, FL 33704

Signing Officer

Name
Selena Jordan
Title
President
Phone
7273272457
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Selena Jordan
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
0
Employees
11

Preparer

Firm
CPA Partners LLC
Address
8200 113TH ST N STE 103, SEMINOLE, FL 33772
Preparer
Melissa Lp Long CPA
Phone
7273982080
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of staying close, inc. Is to provide quality services to individuals with developmental disabilities. These services will increase opportunities to access community resources, develop meaningful relationships and increase independence utilizing a behavior analytic approach

Form 990, Page 2, Part III, Line 4A

Behavior analysis includes the design, implementation, and evaluation of systematic environmental modifications that assist in understanding a recipient's behavior and to produce significant change in the recipient's behavior that is socially meaningful. Behavior analysis uses direct observation and measurement of a recipient's behavior and environment to identify contextual factors, conditions influencing motivation, stimulus events occurring prior to behavior, as well as reinforcement and other consequences that affect these practical changes in behavior. The services are designed to facilitate ongoing changes in the recipient's environment, the interactional styles of caregivers, and the contingencies for the recipient's behavior provided by other people in order to make lasting improvements in the recipient's behavior. Training for parents, caregivers, and staff is integral to the implementation of a behavior analysis services plan as is the monitoring of procedural integrity and program effectiveness. In order to determine when and in what situations the recipient's challenging behavior occurs, the recipient's behavior is assessed to identify functional relationships between a particular behavior and the recipient's environment. A variety of techniques, including positive reinforcement, are used in order to produce practical behavior change.

Form 990, Page 2, Part III, Line 4B

Recipients with challenging behaviors can require more intense levels of residential habilitation services described as behavior focused residential habilitation or intensive behavioral residential habilitation. Behavior focused and intensive behavior residential habilitation may only be provided in apd licensed facilities which have been designated as behavior focus or intensive behavior homes by apd. The goal of behavior focused residential habilitation service is to prepare the recipient for full or partial re-integration into the community, with established behavioral repertoires, such as developing a healthy lifestyle, filled with engaging and productive activities.

Form 990, Part XI, Line 9

Book / tax depreciation difference -1,571

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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt040142
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0START UP COSTS FOR PROGRAM
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt096743
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0MANAGEMENT COMPANY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt040142
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF STAYING CLOSE, INC. IS TO PROVIDE QUALITY SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THESE SERVICES WILL INCREASE OPPORTUNITIES TO ACCESS COMMUNITY RESOURCES, DEVELOP MEANINGFUL RELATIONSHIPS AND INCREASE INDEPENDENCE UTILIZING A BEHAVIOR ANALYTIC APPROACH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEHAVIOR ANALYSIS INCLUDES THE DESIGN, IMPLEMENTATION, AND EVALUATION OF SYSTEMATIC ENVIRONMENTAL MODIFICATIONS THAT ASSIST IN UNDERSTANDING A RECIPIENT'S BEHAVIOR AND TO PRODUCE SIGNIFICANT CHANGE IN THE RECIPIENT'S BEHAVIOR THAT IS SOCIALLY MEANINGFUL. BEHAVIOR ANALYSIS USES DIRECT OBSERVATION AND MEASUREMENT OF A RECIPIENT'S BEHAVIOR AND ENVIRONMENT TO IDENTIFY CONTEXTUAL FACTORS, CONDITIONS INFLUENCING MOTIVATION, STIMULUS EVENTS OCCURRING PRIOR TO BEHAVIOR, AS WELL AS REINFORCEMENT AND OTHER CONSEQUENCES THAT AFFECT THESE PRACTICAL CHANGES IN BEHAVIOR. THE SERVICES ARE DESIGNED TO FACILITATE ONGOING CHANGES IN THE RECIPIENT'S ENVIRONMENT, THE INTERACTIONAL STYLES OF CAREGIVERS, AND THE CONTINGENCIES FOR THE RECIPIENT'S BEHAVIOR PROVIDED BY OTHER PEOPLE IN ORDER TO MAKE LASTING IMPROVEMENTS IN THE RECIPIENT'S BEHAVIOR. TRAINING FOR PARENTS, CAREGIVERS, AND STAFF IS INTEGRAL TO THE IMPLEMENTATION OF A BEHAVIOR ANALYSIS SERVICES PLAN AS IS THE MONITORING OF PROCEDURAL INTEGRITY AND PROGRAM EFFECTIVENESS. IN ORDER TO DETERMINE WHEN AND IN WHAT SITUATIONS THE RECIPIENT'S CHALLENGING BEHAVIOR OCCURS, THE RECIPIENT'S BEHAVIOR IS ASSESSED TO IDENTIFY FUNCTIONAL RELATIONSHIPS BETWEEN A PARTICULAR BEHAVIOR AND THE RECIPIENT'S ENVIRONMENT. A VARIETY OF TECHNIQUES, INCLUDING POSITIVE REINFORCEMENT, ARE USED IN ORDER TO PRODUCE PRACTICAL BEHAVIOR CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECIPIENTS WITH CHALLENGING BEHAVIORS CAN REQUIRE MORE INTENSE LEVELS OF RESIDENTIAL HABILITATION SERVICES DESCRIBED AS BEHAVIOR FOCUSED RESIDENTIAL HABILITATION OR INTENSIVE BEHAVIORAL RESIDENTIAL HABILITATION. BEHAVIOR FOCUSED AND INTENSIVE BEHAVIOR RESIDENTIAL HABILITATION MAY ONLY BE PROVIDED IN APD LICENSED FACILITIES WHICH HAVE BEEN DESIGNATED AS BEHAVIOR FOCUS OR INTENSIVE BEHAVIOR HOMES BY APD. THE GOAL OF BEHAVIOR FOCUSED RESIDENTIAL HABILITATION SERVICE IS TO PREPARE THE RECIPIENT FOR FULL OR PARTIAL RE-INTEGRATION INTO THE COMMUNITY, WITH ESTABLISHED BEHAVIORAL REPERTOIRES, SUCH AS DEVELOPING A HEALTHY LIFESTYLE, FILLED WITH ENGAGING AND PRODUCTIVE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JASON STEIFMAN MATT POTAK STEPHANIE JURCZIK KAREN PHIFER CHERYL CAUDILL TOMMIE LAMPLEY JOSEPH LAMPLEY AMANDA BURDICK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE -1,571
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SpecialConditionDesc0HURRICANE IRMA RELIEF
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt046540
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IRS990/TotalAssetsGrp/EOYAmt046540
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0339939
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0338958
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0229
IRS990/TotalLiabilitiesEOYAmt046712
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IRS990/TotalLiabilitiesGrp/EOYAmt046712
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IRS990/TotalProgramServiceExpensesAmt0338958
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046540
IRS990/TravelGrp/ProgramServicesAmt0551
IRS990/TravelGrp/TotalAmt0551
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0418
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-172
IRS990/USAddress/AddressLine1Txt02600 DR MARTIN LUTHER KING JR ST N
IRS990/USAddress/CityNm0ST PETERSBURG
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033704
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReasonableCauseExplanation/ExplanationTxt0THE RETURN WAS NOT REASONABLY FILED AS THEY HAD A CHANGE IN OFFICERS DURING THIS FISCAL YEAR AND THEY DID NOT REALIZE THAT THE RETURN HAD NOT BEEN FILED. FYE 02-28-17 IS ALSO THE FIRST YEAR THAT THEY ARE REQUIRED TO FILE A 990 INSTEAD OF A 990N POSTCARD AND WITH BEING NEW OFFICERS THEY WERE UNAWARE OF THE ADDITIONAL REQUIREMENTS FOR THE FORM 990. THEY ALSO LEARNED THE 990-N POSTCARD WASN'T FILED FOR THE YEAR END 02-28-2016 AND HAVE FILED THAT TIMELY WITHIN THE 2 YEARS PER IRS GUIDELINES. UPON LEARNING OF THE ADDTIONAL REQUIREMENTS THEY PREPARED THE RETURN RIGHT AWAY AND WILL TIMELY FILE GOING FORWARD. THE NON-PROFIT DID FILE AN EXTENSION TO JANUARY 15, 2018 AND SHOULD HAVE QUALIFIED FOR HURRICANE IRMA RELIEF TO EXTEND FILING TO JANUARY 31, 2018 THEREFORE THE RETURN IS ONLY A COUPLE WEEKS LATE AND THEY ARE HOPING FOR FIRST TIME LATE PENALTY ABATEMENT OR NO PENALTY AS FILING WITHIN 60 DAYS OF THE EXTENDED HURRICANE IRMA DUE DATE.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SELENA JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07273272457
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAYING CLOSE INC
ReturnHeader/Filer/BusinessNameControlTxt0STAY
ReturnHeader/Filer/EIN0262650716
ReturnHeader/Filer/PhoneNum07275445555
ReturnHeader/Filer/USAddress/AddressLine1Txt02600 DR MARTIN LUTHER KING JR STR
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06329B9DA22B7386B1DE6487094B015489DDCBCA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId095FDB2DD19353D491BC4DBA9E8CF2C4822CA165A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200505785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08200 113TH ST N STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEMINOLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033772
ReturnHeader/PreparerPersonGrp/PhoneNum07273982080
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA LP LONG CPA
ReturnHeader/ReturnTs02018-02-15T10:25:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

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