Civic Intelligence

Alternative Residences Two Inc.

990 • Fiscal year 2017 • EIN 31-0980554

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 02, 2018

67051 Executive DriveSt Clairesville, OH 43950

(614) 746-5626

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$109,200

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

240%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$11,060,376

Up $1,305,416 (+13%) from 2016

Net Assets

Up

$11,060,376

Up $1,305,416 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$899,178

Up $634,809 (+240%) from 2016

Expenses

Up

$420,759

Up $186,974 (+80%) from 2016

Net Income

Up

$478,419

Up $447,835 (+1464%) from 2016

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: $5,783,413Liabilities 2010: $1,190,318Net Assets 2010: $4,593,0952010Assets 2011: $5,479,408Liabilities 2011: $1,355,037Net Assets 2011: $4,124,3712011Assets 2012: $4,776,165Liabilities 2012: $1,104,170Net Assets 2012: $3,671,9952012Assets 2013: $8,242,746Liabilities 2013: $2,235,521Net Assets 2013: $6,007,2252013Assets 2014: $6,233,335Liabilities 2014: $60,008Net Assets 2014: $6,173,3272014Assets 2015: $9,563,096Liabilities 2015: $0Net Assets 2015: $9,563,0962015Assets 2016: $9,754,960Liabilities 2016: $0Net Assets 2016: $9,754,9602016Assets 2017: $11,060,376Liabilities 2017: $0Net Assets 2017: $11,060,3762017Assets 2019: $10,945,871Liabilities 2019: $8,400Net Assets 2019: $10,937,4712019Assets 2020: $11,478,132Liabilities 2020: $0Net Assets 2020: $11,478,1322020Assets 2021: $11,836,812Liabilities 2021: $0Net Assets 2021: $11,836,8122021Assets 2022: $8,923,401Liabilities 2022: $0Net Assets 2022: $8,923,4012022

Highlighted filing

2017

Assets$11,060,376
Liabilities$0
Net Assets$11,060,376

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $22,007,0032010Expenses 2011: $22,289,3012011Expenses 2012: $22,501,7372012Revenue 2013: $23,405,282Expenses 2013: $21,070,052Net Income 2013: $2,335,2302013Revenue 2014: $4,998Expenses 2014: $390,453Net Income 2014: -$385,4552014Revenue 2015: $3,600,752Expenses 2015: $239,022Net Income 2015: $3,361,7302015Revenue 2016: $264,369Expenses 2016: $233,785Net Income 2016: $30,5842016Revenue 2017: $899,178Expenses 2017: $420,759Net Income 2017: $478,4192017Revenue 2019: $97,873Expenses 2019: $756,596Net Income 2019: -$658,7232019Revenue 2020: $442,597Expenses 2020: $680,711Net Income 2020: -$238,1142020Revenue 2021: $1,231,748Expenses 2021: $1,049,464Net Income 2021: $182,2842021Revenue 2022: $251,329Expenses 2022: $1,158,681Net Income 2022: -$907,3522022

Highlighted filing

2017

Revenue$899,178
Expenses$420,759
Net Income$478,419
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 2, 2018
Return Version
2017v2.3
Gross Receipts
$1,940,870
Mission and Program Overview

Mission

The purpose for which the corporation is formed is to operate exclusively for charitable, educational, or scientific purposes within the meaning of section 501(c)(3) of the internal revenue code of 1986, as amended, or the corresponding provisions of any future united states internal revenue law (the "internal revenue code"), including, but not limited to, providing services for individuals with intellectual disabilities and support for individuals, organizations, and institutions that serve such individuals, and providing funding support for individuals, organizations, and institutions that service individuals with intellectual disabilities.

Foundation dedicated to issuing grants to private and public non-profit organizations who are dedicated to the ongoing daily care of individuals with mental and associated physical developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,754,960$11,060,376▲ $1,305,416
Investments in Publicly Traded Securities$9,248,508$10,207,393▲ $958,885
Savings and Temporary Cash Investments$506,007$852,229▲ $346,222
Prepaid Expenses and Deferred Charges$445$754▲ $309
Total Assets$9,754,960$11,060,376▲ $1,305,416
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,754,960$11,060,376▲ $1,305,416
Total Liabilities and Net Assets / Fund Balance$9,754,960$11,060,376▲ $1,305,416
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ray AndersonConsultantFT$109,200$109,200

Board Members and Trustees

NameTitle
Shirley Johnson-malloryChairperson
Lisa GoodsonBoard Member
Nahid NejadSecretary
Linda RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$420,752
Other Revenue
$478,426
Change in Net Assets
$478,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,724
Salaries, Compensation, and Employee Benefits$109,200
Other Expenses$99,835
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$211,724--$211,724
Current Officers, Directors, Trustees, and Key Employees-$109,200-$109,200
Fees for Service Investment Mgmnt Fees-$63,255-$63,255
Fees for Services Legal-$8,938-$8,938
Fees for Services Accounting-$6,442-$6,442
Office Expenses$3,908--$3,908
Insurance$2,712--$2,712
Travel$2,195--$2,195
All Other Expenses$174$63-$237
Other Expenses$162--$162
Total Functional Expenses$232,861$187,898$0$420,759
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arc of OhioColumbus, OH--$125,695
Belmont County Community Action ComSt Clairsville, OH--$50,161
Save 22Carollton, OH--$25,000
Recreational Unlimited FoundationAshley, OH--$10,868
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
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
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 8B

There are no committees with authority to act on behalf of the governing body.

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

Form 990 was initially prepared by siebert & reynolds, cpa's using financial records prepared by the organization for 2017. The board then reviews the tax return before it is reviewed and signed by the chairperson of the organization.

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

The policy applies to board members and staff with significant decision- making authority. Persons covered under this policy, as well as their relatives and associates, are hereinafter referred to as "interested parties." an interested party is under a continuing obligation to disclose any potential conflict of interest as soon as it is known or reasonably should be known. An interested party shall complete a disclosure questionnaire to fully and completely disclose the material facts about any potential conflicts of interest. The disclosure statement, as well as an affirmation of compliance, shall be submitted upon his/her association with ar two inc. And shall be reviewed anually thereafter. An additional disclosure statement shall be filed whenever a potential conflict arises. The designated reviewing official has a responsibility to bring a potential conflict of interest to the attention of the board promptly for action at the next regular meeting of the board during a special meeting called specifically to review the potential conflict of interest. An interested party who has a potential conflict of interest with respect to a proposed action, policy or transaction of the corporation shall not participate in any way in, or be present during, the deliberations and decision-making vote of ar two inc. With respect to such action, policy or transaction. Any such conflicts shall be documented in the minutes of the board and all committees with board-delegated powers.

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

The independent board reviews the compensation process of the consultant. The compensation of the consultant was determined by reviewing the compensation of similar positions and was documented in the employment contract.

Form 990, Page 6, Part VI, Line 19

No documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Alternative Residences Two Inc
EIN
31-0980554
Phone
6147465626
Address
67051 EXECUTIVE DRIVE, ST CLAIRESVILLE, OH 43950

Signing Officer

Name
Shirley Johnson-mallory
Title
Chairperson
Signed
2018-07-02

Organization Details

Principal Officer
Shirley Johnson-mallory
Formed
1979
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Siebert & Reynolds Cpas
Address
670 WINDMILLER DRIVE SUITE A, PICKERINGTON, OH 43147-7793
Preparer
John J Siebert
Phone
6143677850
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

States internal revenue law (the "internal revenue code"), including, but not limited to, providing services for individuals with intellectual disabilities and support for individuals, and providing funding support for individuals, organizations, and institutions that service individuals with intellectual disabilities.

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARC OF OHIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BELMONT COUNTY COMMUNITY ACTION COM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2RECREATIONAL UNLIMITED FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SAVE 22
IRS990ScheduleI/RecipientTable/RecipientEIN0310642964
IRS990ScheduleI/RecipientTable/RecipientEIN1340967230
IRS990ScheduleI/RecipientTable/RecipientEIN2316055518
IRS990ScheduleI/RecipientTable/RecipientEIN3814290239
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01335 DUBLIN RD SUITE 100-A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1153 1/2 WEST MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27700 PIPER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt311 E MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST CLAIRSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ASHLEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CAROLLTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143950
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243003
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd344615
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATES INTERNAL REVENUE LAW (THE "INTERNAL REVENUE CODE"), INCLUDING, BUT NOT LIMITED TO, PROVIDING SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES AND SUPPORT FOR INDIVIDUALS, AND PROVIDING FUNDING SUPPORT FOR INDIVIDUALS, ORGANIZATIONS, AND INSTITUTIONS THAT SERVICE INDIVIDUALS WITH INTELLECTUAL DISABILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS INITIALLY PREPARED BY SIEBERT & REYNOLDS, CPA'S USING FINANCIAL RECORDS PREPARED BY THE ORGANIZATION FOR 2017. THE BOARD THEN REVIEWS THE TAX RETURN BEFORE IT IS REVIEWED AND SIGNED BY THE CHAIRPERSON OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY APPLIES TO BOARD MEMBERS AND STAFF WITH SIGNIFICANT DECISION- MAKING AUTHORITY. PERSONS COVERED UNDER THIS POLICY, AS WELL AS THEIR RELATIVES AND ASSOCIATES, ARE HEREINAFTER REFERRED TO AS "INTERESTED PARTIES." AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A DISCLOSURE QUESTIONNAIRE TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT, AS WELL AS AN AFFIRMATION OF COMPLIANCE, SHALL BE SUBMITTED UPON HIS/HER ASSOCIATION WITH AR TWO INC. AND SHALL BE REVIEWED ANUALLY THEREAFTER. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED WHENEVER A POTENTIAL CONFLICT ARISES. THE DESIGNATED REVIEWING OFFICIAL HAS A RESPONSIBILITY TO BRING A POTENTIAL CONFLICT OF INTEREST TO THE ATTENTION OF THE BOARD PROMPTLY FOR ACTION AT THE NEXT REGULAR MEETING OF THE BOARD DURING A SPECIAL MEETING CALLED SPECIFICALLY TO REVIEW THE POTENTIAL CONFLICT OF INTEREST. AN INTERESTED PARTY WHO HAS A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION, POLICY OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING VOTE OF AR TWO INC. WITH RESPECT TO SUCH ACTION, POLICY OR TRANSACTION. ANY SUCH CONFLICTS SHALL BE DOCUMENTED IN THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INDEPENDENT BOARD REVIEWS THE COMPENSATION PROCESS OF THE CONSULTANT. THE COMPENSATION OF THE CONSULTANT WAS DETERMINED BY REVIEWING THE COMPENSATION OF SIMILAR POSITIONS AND WAS DOCUMENTED IN THE EMPLOYMENT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09754960
IRS990/TotalAssetsEOYAmt011060376
IRS990/TotalAssetsGrp/BOYAmt09754960
IRS990/TotalAssetsGrp/EOYAmt011060376
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0187898
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0232861
IRS990/TotalFunctionalExpensesGrp/TotalAmt0420759
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09754960
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011060376
IRS990/TotalProgramServiceExpensesAmt0232861
IRS990/TotalReportableCompFromOrgAmt0109200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0899178
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0899178
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09754960
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011060376
IRS990/TravelGrp/ProgramServicesAmt02195
IRS990/TravelGrp/TotalAmt02195
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt067051 EXECUTIVE DRIVE
IRS990/USAddress/CityNm0ST CLAIRSVILLE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043950
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY JOHNSON-MALLORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTERNATIVE RESIDENCES TWO INC
ReturnHeader/Filer/BusinessNameControlTxt0ALTE
ReturnHeader/Filer/EIN0310980554
ReturnHeader/Filer/PhoneNum06147465626
ReturnHeader/Filer/USAddress/AddressLine1Txt067051 EXECUTIVE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ST CLAIRESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043950
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId010FBB89ACCCFE2CFFCCDF351E7D3C513CEEE10DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00ACD14E0D0070256A99E05A2F4C579A710F80F96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.60.171.250
ReturnHeader/FilingSecurityInformation/IPDt02018-07-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:23:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113781398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIEBERT & REYNOLDS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0670 WINDMILLER DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PICKERINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431477793
ReturnHeader/PreparerPersonGrp/PhoneNum06143677850
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J SIEBERT
ReturnHeader/ReturnTs02018-07-02T13:23:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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