Civic Intelligence

Association for the Developmentally Disabled

990 • Fiscal year 2014 • EIN 31-0814082

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 25, 2015

350 E Wilson BridgeColumbus, OH 43085

(614) 607-7750

Siviq Scores

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

Liabilities / Assets

71st percentile

0.50x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.26x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$167,346

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

22nd percentile

-2.9%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-9.1%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Down

$9,826,634

Down $288,656 (-2.9%) from 2013

Net Assets

Up

$4,916,664

Up $1,883,373 (+62%) from 2013

Liabilities

Down

$4,909,970

Down $2,172,029 (-31%) from 2013

Revenue

Down

$18,706,069

Down $1,865,899 (-9.1%) from 2013

Expenses

Down

$16,806,725

Down $5,959,562 (-26%) from 2013

Net Income

Up

$1,899,344

Up $4,093,663 (+187%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,975,114Liabilities 2010: $3,421,574Net Assets 2010: $6,553,5402010Assets 2011: $12,058,503Liabilities 2011: $6,075,872Net Assets 2011: $5,982,6312011Assets 2012: $12,069,533Liabilities 2012: $6,740,492Net Assets 2012: $5,329,0412012Assets 2013: $10,115,290Liabilities 2013: $7,081,999Net Assets 2013: $3,033,2912013Assets 2014: $9,826,634Liabilities 2014: $4,909,970Net Assets 2014: $4,916,6642014Assets 2015: $6,863,252Liabilities 2015: $1,558,499Net Assets 2015: $5,304,7532015Assets 2016: $6,849,156Liabilities 2016: $1,309,770Net Assets 2016: $5,539,3862016Assets 2017: $7,415,486Liabilities 2017: $679,108Net Assets 2017: $6,736,3782017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$9,826,634
Liabilities$4,909,970
Net Assets$4,916,664

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $17,934,7682010Expenses 2011: $18,778,6962011Expenses 2012: $20,514,7052012Revenue 2013: $20,571,968Expenses 2013: $22,766,287Net Income 2013: -$2,194,3192013Revenue 2014: $18,706,069Expenses 2014: $16,806,725Net Income 2014: $1,899,3442014Revenue 2015: $12,451,027Expenses 2015: $12,274,759Net Income 2015: $176,2682015Revenue 2016: $16,566,421Expenses 2016: $16,331,788Net Income 2016: $234,6332016Revenue 2017: $17,238,216Expenses 2017: $16,029,394Net Income 2017: $1,208,8222017Revenue 2018: $16,460,060Expenses 2018: $15,277,325Net Income 2018: $1,182,7352018

Highlighted filing

2014

Revenue$18,706,069
Expenses$16,806,725
Net Income$1,899,344
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 25, 2015
Return Version
2014v5.0
Gross Receipts
$18,888,506
Mission and Program Overview

Mission

Embracing innovation to improve the quality of life one person at a time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,388,248$5,175,316▼ $212,932
Investments in Publicly Traded Securities$1,726,737$1,711,501▼ $15,236
Accounts Receivable$1,425,040$1,404,118▼ $20,922
Savings and Temporary Cash Investments$1,374,496$1,339,612▼ $34,884
Prepaid Expenses and Deferred Charges$200,769$196,087▼ $4,682
Total Assets$10,115,290$9,826,634▼ $288,656
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,756,112$3,652,682▼ $1,103,430
Accounts Payable and Accrued Expenses$2,325,887$1,257,288▼ $1,068,599
Total Liabilities$7,081,999$4,909,970▼ $2,172,029
Net Assets / Fund Balance
Unrestricted Net Assets$2,828,313$4,743,335▲ $1,915,022
Temporarily Rstr Net Assets$204,978$173,329▼ $31,649
Total Net Assets Fund Balance$3,033,291$4,916,664▲ $1,883,373
Total Liabilities and Net Assets / Fund Balance$10,115,290$9,826,634▼ $288,656

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,641,498$3,176,958$6,818,456
Equipment$346,362$1,723,593$2,069,955
Land$1,187,456-$1,187,456
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony HartleyPresident anFT$165,577$1,769$167,346
Anthony HartleyPresident and CEO-$165,577$1,769$167,346
Gregory SnyderCFOFT$119,684$1,606$121,290
Diane GuglielmiVP Human ResFT$87,121$8,647$95,768

Board Members and Trustees

NameTitle
Patrick a DevineBoard Chair
Melissa LloydPast Chair
Dale T BrinkmanVice Chair
Angela Suell DennyBoard Member
Bill MeermanBoard Member
George CrepeauBoard Member
Joseph a TrocchioBoard Member
Lori K LewellenBoard Member
Michael T KozlowskiBoard Member
Steven a McneilBoard Member
Ted J Markovich JrBoard Member
Sid GellerSecretary
Valorie G SchwarzmannTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Franklin County Board Of DdClient Services2879 JOHNSTOWN RD, Columbus, OH 43219$691,908
Brickler & EcklerLegal100 SOUTH THIRD STREET, Columbus, OH 43215$166,992
Creative HousingLeasing2233 CITY GATE DRIVE, Columbus, OH 43219$154,822
Revenue and Support

Revenue Composition

Contributions and Grants
$86,227
Program Service Revenue
$18,041,217
Investment Income
$98,697
Other Revenue
$479,928
All Other Contributions
$86,227
Change in Net Assets
$1,899,344

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,700,059
Revenue Not Reported on Financial Statements
$6,010
Revenue Not Reported on Form 990
$-9,961
Total Revenue per Audited Statements
$18,690,098
Total Revenue per Form 990
$18,706,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,405,888
Other Expenses$4,400,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,296,386$575,845-$9,872,231
Payroll Taxes$1,081,386$98,542-$1,179,928
Other Employee Benefits$942,039$27,286-$969,325
Occupancy$640,812$137,010-$777,822
All Other Expenses$416,518$50,001-$466,519
Current Officers, Directors, Trustees, and Key Employees-$384,404-$384,404
Depreciation Depletion$275,103$92,158-$367,261
Other Expenses$286,392$8,178-$294,570
Interest$119,647$73,318-$192,965
Fees for Services Legal$2,366$159,848-$162,214
Fees for Services Other$2,084$140,773-$142,857
Office Expenses$58,586$52,191-$110,777
Insurance$31,810$70,301-$102,111
Fees for Services Accounting$1,398$94,399-$95,797
Travel$49,730$3,868-$53,598
Fees for Services Management$174$11,743-$11,917
Total Functional Expenses$14,816,414$1,990,311$0$16,806,725

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,806,725
Expenses per Audited Statements$16,800,715
Total Expenses per Audited Statements$16,800,715
Expenses Not Reported on Financial Statements$6,010
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
No
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

Form 990 is reviewed and approved by the finance committee of the board of directors and then provided to the full board, for their review, prior to being submitted.

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

All employees and board members are required to disclose to the chair of the board any potential conflicts of interest that may arise throughout the year between themselves and any client or vendor. Annually, all employees and board members are also required to sign a statement verifying that there are no conflicts of interest or disclosing any conflicts. Any potential conflicts disclosed are acknowledged by the board held without the members who have self disclosed. Board members who may have a conflict of interest are required to abstain from voting on all relevant issues for which they may have any interest.

Form 990, Page 6, Part VI, Line 19

Governing documents and conflict of interest policies are available upon request. The audited annual financial statement are available on the website (www.addohio.org).

Filing and Contact Details

Filer

Filer Name
Association for the Developmentally
EIN
31-0814082
Phone
6146077750
Address
350 E WILSON BRIDGE, COLUMBUS, OH 43085
Doing Business As
Add

Signing Officer

Name
Anthony Hartley
Title
CEO
Phone
6146077750
Signed
2015-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Hartley
Formed
1971
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
698
Volunteers
122

Preparer

Firm
Mcmanus Dosen & Co
Address
7251 ENGLE RD STE 406, MIDDLEBURG HEIGHTS, OH 44130-3400
Preparer
Christopher J Gambaccini CPA
Phone
4402433400
Supplemental Narrative

Additional Explanations

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

Addventures and community connections provides daytime recreational and educational programs to approximately 250 adults with developmental disabilities.

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united state of america require the organization's management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has determined that the organization does not have any uncertain tax positions and the associated unrecognized benefits that materially impact the financial statements or related disclosures.

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