Civic Intelligence

Open Options Inc.

990 • Fiscal year 2018 • EIN 31-1211402

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 08, 2019

19 N Mechanic StreetLebanon, OH 45036

(513) 932-0724

Siviq Scores

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

Liabilities / Assets

51st percentile

0.09x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

43rd percentile

0.8%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.5%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$873,681

Up $6,569 (+0.8%) from 2017

Net Assets

Up

$792,505

Up $8,660 (+1.1%) from 2017

Liabilities

Down

$81,176

Down $2,091 (-2.5%) from 2017

Revenue

Up

$1,135,231

Up $16,590 (+1.5%) from 2017

Expenses

Up

$1,126,571

Up $15,554 (+1.4%) from 2017

Net Income

Up

$8,660

Up $1,036 (+14%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $797,315Liabilities 2011: $35,918Net Assets 2011: $761,3972011Assets 2013: $838,144Liabilities 2013: $49,353Net Assets 2013: $788,7912013Assets 2014: $782,419Liabilities 2014: $49,008Net Assets 2014: $733,4112014Assets 2015: $790,661Liabilities 2015: $57,768Net Assets 2015: $732,8932015Assets 2016: $835,890Liabilities 2016: $59,669Net Assets 2016: $776,2212016Assets 2017: $867,112Liabilities 2017: $83,267Net Assets 2017: $783,8452017Assets 2018: $873,681Liabilities 2018: $81,176Net Assets 2018: $792,5052018Assets 2019: $818,087Liabilities 2019: $72,359Net Assets 2019: $745,7282019Assets 2020: $976,730Liabilities 2020: $96,853Net Assets 2020: $879,8772020Assets 2021: $703,484Liabilities 2021: $41,357Net Assets 2021: $662,1272021Assets 2022: $927,225Liabilities 2022: $38,993Net Assets 2022: $888,2322022Assets 2024: $655,438Liabilities 2024: $0Net Assets 2024: $655,4382024

Highlighted filing

2018

Assets$873,681
Liabilities$81,176
Net Assets$792,505

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,054,9662011Revenue 2013: $1,190,504Expenses 2013: $1,189,871Net Income 2013: $6332013Revenue 2014: $1,148,740Expenses 2014: $1,204,120Net Income 2014: -$55,3802014Revenue 2015: $1,074,359Expenses 2015: $1,074,877Net Income 2015: -$5182015Revenue 2016: $1,087,059Expenses 2016: $1,043,731Net Income 2016: $43,3282016Revenue 2017: $1,118,641Expenses 2017: $1,111,017Net Income 2017: $7,6242017Revenue 2018: $1,135,231Expenses 2018: $1,126,571Net Income 2018: $8,6602018Revenue 2019: $1,059,411Expenses 2019: $1,106,188Net Income 2019: -$46,7772019Revenue 2020: $1,347,516Expenses 2020: $1,213,367Net Income 2020: $134,1492020Revenue 2021: $1,183,944Expenses 2021: $1,450,698Net Income 2021: -$266,7542021Revenue 2022: $1,959,500Expenses 2022: $1,733,395Net Income 2022: $226,1052022Revenue 2024: $1,597,252Expenses 2024: $1,543,641Net Income 2024: $53,6112024

Highlighted filing

2018

Revenue$1,135,231
Expenses$1,126,571
Net Income$8,660
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 8, 2019
Return Version
2018v3.1
Gross Receipts
$1,262,851
Mission and Program Overview

Mission

To provide supervision to group homes for retarded and developmentall disabled adults, providing safe and active environment.

Maintain group homes for mentally retarded and developmentally disabled adutls with 24/7 supervision.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$664,006$593,521▼ $70,485
Land, Buildings, and Equipment, Net$128,087$205,141▲ $77,054
Accounts Receivable$62,265$62,265→ $0
Total Assets$867,112$873,681▲ $6,569
Other Assets Total$12,754$12,754→ $0
Liabilities
Accounts Payable and Accrued Expenses$83,267$81,176▼ $2,091
Total Liabilities$83,267$81,176▼ $2,091
Net Assets / Fund Balance
Unrestricted Net Assets$783,845$792,505▲ $8,660
Total Net Assets Fund Balance$783,845$792,505▲ $8,660
Total Liabilities and Net Assets / Fund Balance$867,112$873,681▲ $6,569

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$203,092$4,668$207,760
Equipment$2,049$192,208$194,257
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer JohnsonBoard Member
Jill NiebertBoard Member
Patricia MollohanBoard Member
Tom BausmithBoard Member
Linda MottashedCo-director
Tamela GaffneyCo-director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,126,026
Investment Income
$9,205
Other Revenue
$0
Change in Net Assets
$8,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,022,735
Other Expenses$103,836
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$620,535--$620,535
Payroll Taxes$144,148$2,142-$146,290
Current Officers, Directors, Trustees, and Key Employees$113,384$28,000-$141,384
Other Employee Benefits$114,526--$114,526
Other Expenses$25,328$2,661-$25,328
Insurance$17,738$2,000-$19,738
Office Expenses$12,633--$12,633
Occupancy$7,003$2,000-$9,003
Fees for Services Accounting$3,275$2,550-$5,825
Depreciation Depletion$5,134--$5,134
Fees for Services Legal$2,675--$2,675
All Other Expenses$732--$732
Total Functional Expenses$1,087,218$39,353$0$1,126,571
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 12C

All directors and key employees are monitored to verify compliance with conflict of interest policies. None exist

Form 990, Part VI, Section B, Line 15 A B

Salaries of comparable agencies were review by cpa and the salaries of key employees were found to lower than lcoal average for similar positions.

Filing and Contact Details

Filer

Filer Name
Open Options Inc
EIN
31-1211402
Phone
5139320724
Address
19 N MECHANIC STREET, LEBANON, OH 45036

Signing Officer

Name
Tamela Gaffney
Title
Codirector
Signed
2019-07-08
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
4
Employees
33

Preparer

Firm
Kanta & Company CPA
Address
13 S CHERRY STREET, LEBANON, OH 45036
Preparer
Laurie Kanta
Phone
5139329880
Supplemental Narrative

Additional Explanations

Form 990, Part V, Section B, Line 11B

Co-directors review formm 990 with board on an annual basis

Form 990, Part V, Section B, Line 11B

Co-directors review form 990 with the board on an annual basis

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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/ExplanationTxt0CO-DIRECTORS REVIEW FORMM 990 WITH BOARD ON AN ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS AND KEY EMPLOYEES ARE MONITORED TO VERIFY COMPLIANCE WITH CONFLICT OF INTEREST POLICIES. NONE EXIST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES OF COMPARABLE AGENCIES WERE REVIEW BY CPA AND THE SALARIES OF KEY EMPLOYEES WERE FOUND TO LOWER THAN LCOAL AVERAGE FOR SIMILAR POSITIONS.
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IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0867112
IRS990/TotalAssetsEOYAmt0873681
IRS990/TotalAssetsGrp/BOYAmt0867112
IRS990/TotalAssetsGrp/EOYAmt0873681
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039353
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01087218
IRS990/TotalFunctionalExpensesGrp/TotalAmt01126571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt083267
IRS990/TotalLiabilitiesEOYAmt081176
IRS990/TotalLiabilitiesGrp/BOYAmt083267
IRS990/TotalLiabilitiesGrp/EOYAmt081176
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0783845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0792505
IRS990/TotalProgramServiceExpensesAmt01126571
IRS990/TotalProgramServiceRevenueAmt01126026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01135051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01135231
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0867112
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0873681
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0783845
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0792505
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01073 Oregonia Road
IRS990/USAddress/CityNm0Lebanon
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045036
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMELA GAFFNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CODIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPEN OPTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0311211402
ReturnHeader/Filer/PhoneNum05139320724
ReturnHeader/Filer/USAddress/AddressLine1Txt019 N MECHANIC STREET
ReturnHeader/Filer/USAddress/CityNm0LEBANON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0380F07FA1067CC33C66F08ECB4DE856F2B31F64D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0380F07FA1067CC33C66F08ECB4DE856F2B31F64D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03145292019057s19xmcf
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.54.200.153
ReturnHeader/FilingSecurityInformation/IPDt02019-07-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:06:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KANTA & COMPANY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013 S CHERRY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045036
ReturnHeader/PreparerPersonGrp/PhoneNum05139329880
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE KANTA
ReturnHeader/ReturnTs02019-07-08T03:22:41-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$1.60$1.54$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.04$0.89$1.96$1.73$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.04$0.66$1.18$1.45$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.10$0.88$1.35$1.21$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.07$0.75$1.06$1.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.08$0.79$1.14$1.13$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.08$0.78$1.12$1.11$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.06$0.78$1.09$1.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.06$0.73$1.07$1.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$1.15$1.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.05$0.79$1.19$1.19$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.04$0.76$1.05
Peer Organizations

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