Civic Intelligence

Lifepoint Solutions Family Service of Cincinnati Area

990 • Fiscal year 2019 • EIN 31-0536973

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 27, 2020

3730 Glenway AvenueCincinnati, OH 45205

(513) 381-6300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$293,361

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 70.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $15,466,499 (-100%) from 2018

Net Assets

Down

$0

Down $5,486,233 (-100%) from 2018

Liabilities

Down

$0

Down $9,980,266 (-100%) from 2018

Revenue

Down

$416,555

Down $1,932,868 (-82%) from 2018

Expenses

Down

$383,034

Down $2,075,788 (-84%) from 2018

Net Income

Up

$33,521

Up $142,920 (+131%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $3,917,119Liabilities 2011: $1,287,795Net Assets 2011: $2,629,3242011Assets 2012: $4,097,982Liabilities 2012: $449,118Net Assets 2012: $3,648,8642012Assets 2013: $4,347,485Liabilities 2013: $412,186Net Assets 2013: $3,935,2992013Assets 2014: $4,804,184Liabilities 2014: $391,234Net Assets 2014: $4,412,9502014Assets 2015: $6,095,599Liabilities 2015: $962,031Net Assets 2015: $5,133,5682015Assets 2016: $9,584,627Liabilities 2016: $4,247,094Net Assets 2016: $5,337,5332016Assets 2017: $12,750,091Liabilities 2017: $7,194,023Net Assets 2017: $5,556,0682017Assets 2018: $15,466,499Liabilities 2018: $9,980,266Net Assets 2018: $5,486,2332018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,582,3252011Expenses 2012: $1,804,8612012Expenses 2013: $2,198,2872013Revenue 2014: $2,912,297Expenses 2014: $2,489,595Net Income 2014: $422,7022014Revenue 2015: $3,415,588Expenses 2015: $2,696,679Net Income 2015: $718,9092015Revenue 2016: $2,769,843Expenses 2016: $2,562,373Net Income 2016: $207,4702016Revenue 2017: $2,839,465Expenses 2017: $2,675,094Net Income 2017: $164,3712017Revenue 2018: $2,349,423Expenses 2018: $2,458,822Net Income 2018: -$109,3992018Revenue 2019: $416,555Expenses 2019: $383,034Net Income 2019: $33,5212019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2019

Revenue$416,555
Expenses$383,034
Net Income$33,521
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 27, 2020
Return Version
2018v3.1
Gross Receipts
$416,555
Mission and Program Overview

Mission

To ensure people with mental illness, addiction, and related challenges lead healthy and productive lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,107,486$0▼ $1,107,486
Land, Buildings, and Equipment, Net$707,273$0▼ $707,273
Investments in Publicly Traded Securities$630,255$0▼ $630,255
Accounts Receivable$351,761$0▼ $351,761
Pledges and Grants Receivable$59,982$0▼ $59,982
Total Assets$15,466,499$0▼ $15,466,499
Other Assets Total$12,609,742$0▼ $12,609,742
Liabilities
Other Liabilities$9,769,159$0▼ $9,769,159
Accounts Payable and Accrued Expenses$211,107$0▼ $211,107
Total Liabilities$9,980,266$0▼ $9,980,266
Net Assets / Fund Balance
Unrestricted Net Assets$5,421,251$0▼ $5,421,251
Temporarily Rstr Net Assets$64,982$0▼ $64,982
Total Net Assets Fund Balance$5,486,233$0▼ $5,486,233
Total Liabilities and Net Assets / Fund Balance$15,466,499$0▼ $15,466,499
Compensation and Service Providers

Employees

NameTitleOtherTotal
Patricia HasselCFO$63,581$63,581

Board Members and Trustees

NameTitle
Nick HahnChair
George WrightVice Chair
Ashley CaldwellDirector
Bill CulpDirector
Connie CunninghamDirector
Fred HeyseDirector
Gloria WalkerDirector
Grant HesserDirector
Jamie RamseyDirector
Jim Thomas MDDirector
Larry Graham MDDirector
Laurie RoesslerDirector
Nick ColluraDirector
Paula DehanDirector
Richard BoydstonDirector
Stacy LynchDirector
Steve HarlamertDirector
Susan SchererDirector
Lamont TaylorDirector - Ended 10/23/2018
Jeff O'NeilCEO
Janeen SharpshairSecretary
Patti JacobsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129
Program Service Revenue
$376,155
Investment Income
$0
Other Revenue
$40,271
All Other Contributions
$129
Change in Net Assets
$33,521

Audited Revenue Reconciliation

Revenue per Audited Statements
$416,555
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$416,555
Total Revenue per Form 990
$416,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$193,880
Other Expenses$187,934
Grants and Similar Amounts Paid$1,220
Total Fundraising Expense$329
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$171,808$23,233$195$195,236
Fees for Services Other$55,496--$55,496
Occupancy$26,576$3,594$30$30,200
Depreciation Depletion$23,682$3,202$27$26,911
Other Employee Benefits$14,820$2,004$17$16,841
Office Expenses$11,339$1,533$13$12,885
Travel$4,863$658$6$5,527
Payroll Taxes$3,864$523$4$4,391
Insurance$2,328$315$3$2,646
Grants to Domestic Individuals$1,220--$1,220
Fees for Services Accounting$773$104$1$878
Other Expenses$246$33$0$279
Pension Plan Contributions$-19,877$-2,688$-23$-22,588
Total Functional Expenses$343,874$38,831$329$383,034

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$383,034
Total Expenses per Audited Statements$383,034
Total Expenses per Form 990$383,034
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

There is a mother and daughter on the Board

Form 990, Part VI, Section B, line 11B

The Finance Committee reviews the 990 and reports to the board. The 990 is made available for board review before filing.

Form 990, Part VI, Section B, line 12C

Written Conflict of Interest Policy explained at employee and board orientation and annual questionnaires are completed.

Form 990, Part VI, Section B, line 15

Executive compensation is determined based on the review by an independent person, voted on by the Executive Committee and documented in the minutes.

Form 990, Part VI, Section C, line 19

The governing documents are available on the Ohio Secretary of State's website. The conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Family Service of Cincinnati Area
EIN
31-0536973
Phone
5133816300
Address
3730 Glenway Avenue, Cincinnati, OH 45205

Signing Officer

Name
Jeff O'Neil
Title
Chief Executive Officer
Phone
5133816300
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff O'Neil
Formed
1879
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
24

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

Counseling services were transferred to Greater Cincinnati Behavioral Health Services.

Form 990, Part IX, line 11G

Interpretive Services: Program service expenses 55,496. Management and general expenses 0. Fundraising expenses 0. Total expenses 55,496.

Form 990, Part XI, line 9:

Transfer of Net Assets to Affiliate -5,519,754.

Form 990, Part XII, Line 2C:

The Organization did not change its oversight or selection process during the current tax year.

Financial Statement Notes

Part X, Line 2:

The Organization and Affiliates are all individually exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio and Kentucky law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Forms 990 are subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director - Ended 10/23/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt21CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01879
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0923
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01220
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01220
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0416555
IRS990/GrossRentsGrp/RealAmt039102
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt03
IRS990/InsuranceGrp/ManagementAndGeneralAmt0315
IRS990/InsuranceGrp/ProgramServicesAmt02328
IRS990/InsuranceGrp/TotalAmt02646
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0630255
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0707273
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To ensure people with mental illness, addiction, and related challenges lead healthy and productive lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05486233
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt039102
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt039102
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt030
IRS990/OccupancyGrp/ManagementAndGeneralAmt03594
IRS990/OccupancyGrp/ProgramServicesAmt026576
IRS990/OccupancyGrp/TotalAmt030200
IRS990/OfficeExpensesGrp/FundraisingAmt013
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01533
IRS990/OfficeExpensesGrp/ProgramServicesAmt011339
IRS990/OfficeExpensesGrp/TotalAmt012885
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012609742
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-5519754
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02004
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014820
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016841
IRS990/OtherExpensesGrp/Desc0Administrative Allocati
IRS990/OtherExpensesGrp/Desc1Dues, Licenses, Members
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt055
IRS990/OtherExpensesGrp/FundraisingAmt11
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06242
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt233
IRS990/OtherExpensesGrp/ProgramServicesAmt046157
IRS990/OtherExpensesGrp/ProgramServicesAmt1579
IRS990/OtherExpensesGrp/ProgramServicesAmt2246
IRS990/OtherExpensesGrp/TotalAmt052454
IRS990/OtherExpensesGrp/TotalAmt1658
IRS990/OtherExpensesGrp/TotalAmt2279
IRS990/OtherLiabilitiesGrp/BOYAmt09769159
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt01169
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01169
IRS990/OtherRevenueTotalAmt01169
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0523
IRS990/PayrollTaxesGrp/ProgramServicesAmt03864
IRS990/PayrollTaxesGrp/TotalAmt04391
IRS990/PensionPlanContributionsGrp/FundraisingAmt0-23
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0-2688
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0-19877
IRS990/PensionPlanContributionsGrp/TotalAmt0-22588
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt059982
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jeff O'Neil
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0376155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0376155
IRS990/ProgSrvcAccomActy2Grp/Desc0Acculturation Services: Services for adult immigrants, refugees, and other non-native speakers of English, so that they can survive and thrive in the US. Our services include: Supportive Employment and Acculturation.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034940
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0124
IRS990/ProgSrvcAccomActy3Grp/Desc0Supportive programming: Language Bank: Provide translation services to clients where English is not their native language to ensure appropriate care. EAP Services: Provide counseling and assessment services for clients who have benefits provided under an employer assistance program.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt048864
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0173
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0143601
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0669395
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02215
IRS990/PYOtherExpensesAmt0699303
IRS990/PYOtherRevenueAmt071257
IRS990/PYProgramServiceRevenueAmt01606556
IRS990/PYRevenuesLessExpensesAmt0-109399
IRS990/PYSalariesCompEmpBnftPaidAmt01759519
IRS990/PYTotalExpensesAmt02458822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02349423
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt033521
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt039102
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0232554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0129

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