Civic Intelligence

Life Essentials Inc

990 • Fiscal year 2014 • EIN 31-1324922

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 03, 2014

40 South Perry Street No 13045402

(937) 586-0545

Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$64,471

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$235,514

Down $62,324 (-21%) from 2013

Net Assets

Down

$193,319

Down $52,981 (-22%) from 2013

Liabilities

Down

$42,195

Down $9,343 (-18%) from 2013

Revenue

$458,884

No earlier filing loaded for comparison.

Expenses

Up

$511,864

Up $3,738 (+0.7%) from 2013

Net Income

-$52,980

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.

$400K$300K$200K$100K$0Assets 2010: $347,048Liabilities 2010: $39,214Net Assets 2010: $307,8342010Assets 2011: $303,197Liabilities 2011: $42,108Net Assets 2011: $261,0892011Assets 2012: $290,281Liabilities 2012: $45,496Net Assets 2012: $244,7852012Assets 2013: $297,838Liabilities 2013: $51,538Net Assets 2013: $246,3002013Assets 2014: $235,514Liabilities 2014: $42,195Net Assets 2014: $193,3192014Assets 2015: $274,514Liabilities 2015: $37,916Net Assets 2015: $236,5982015Assets 2016: $220,131Liabilities 2016: $39,482Net Assets 2016: $180,6492016Assets 2017: $235,382Liabilities 2017: $38,892Net Assets 2017: $196,4902017Assets 2018: $236,818Liabilities 2018: $39,392Net Assets 2018: $197,4262018Assets 2019: $187,788Liabilities 2019: $40,016Net Assets 2019: $147,7722019

Highlighted filing

2014

Assets$235,514
Liabilities$42,195
Net Assets$193,319

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $458,7872010Expenses 2011: $449,4992011Expenses 2012: $489,6302012Expenses 2013: $508,1262013Revenue 2014: $458,884Expenses 2014: $511,864Net Income 2014: -$52,9802014Revenue 2015: $525,036Expenses 2015: $481,759Net Income 2015: $43,2772015Revenue 2016: $449,032Expenses 2016: $504,983Net Income 2016: -$55,9512016Revenue 2017: $552,613Expenses 2017: $536,768Net Income 2017: $15,8452017Revenue 2018: $535,114Expenses 2018: $534,181Net Income 2018: $9332018Revenue 2019: $526,745Expenses 2019: $576,399Net Income 2019: -$49,6542019

Highlighted filing

2014

Revenue$458,884
Expenses$511,864
Net Income-$52,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 3, 2014
Return Version
2013v3.0
Gross Receipts
$463,115
Mission and Program Overview

Mission

To support living in the least restrictive environment, reduce social isolation, and enhance the quality of life for seniors and adults with mental illness through support services and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$224,909$187,142▼ $37,767
Land, Buildings, and Equipment, Net$13,123$12,797▼ $326
Cash and Non-Interest-Bearing Accounts$25,101$12,756▼ $12,345
Accounts Receivable$22,779$11,744▼ $11,035
Prepaid Expenses and Deferred Charges$11,203$10,352▼ $851
Total Assets$297,838$235,514▼ $62,324
Other Assets Total$723$723→ $0
Liabilities
Accounts Payable and Accrued Expenses$51,538$42,195▼ $9,343
Total Liabilities$51,538$42,195▼ $9,343
Net Assets / Fund Balance
Unrestricted Net Assets$229,870$193,319▼ $36,551
Temporarily Rstr Net Assets$16,430$0▼ $16,430
Total Net Assets Fund Balance$246,300$193,319▼ $52,981
Total Liabilities and Net Assets / Fund Balance$297,838$235,514▼ $62,324

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,797$11,794$24,591
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Crouch-roepkenExecutive DirectorFT$59,138$5,333$64,471
Cindy FitzwaterFinance DirectorPT$41,161$4,973$46,134

Board Members and Trustees

NameTitle
Cathy SayerPresident
Russel HoltzVice President
Joe SzokeTrustee
Maryann BernsteinTrustee
Peter CertoTrustee
Cynthia SpearsSecretary
Lance DetrickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$275,725
Program Service Revenue
$163,685
Investment Income
$1,334
Other Revenue
$18,140
All Other Contributions
$159,977
Change in Net Assets
$-52,980

Audited Revenue Reconciliation

Revenue per Audited Statements
$458,884
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$28,687
Total Revenue per Audited Statements
$487,571
Total Revenue per Form 990
$458,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$412,830
Other Expenses$99,034
Total Fundraising Expense$38,428
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$219,330$7,610$4,555$231,495
Current Officers, Directors, Trustees, and Key Employees$45,009$47,760$19,754$112,523
Payroll Taxes$27,756$5,304$2,385$35,445
Other Employee Benefits$28,758$1,158$980$30,896
Office Expenses$16,971$2,642$9,804$29,417
Occupancy$21,635$3,091-$24,726
Insurance$9,560$1,300-$10,860
Travel$7,023$36$196$7,255
Fees for Services Legal$5,000--$5,000
Depreciation Depletion-$4,426-$4,426
Conferences and Meetings$2,674$155$390$3,219
Fees for Services Other$1,919$601$358$2,878
Pension Plan Contributions$2,471--$2,471
Other Expenses$1,118$134$6$1,118
All Other Expenses$459$404-$863
Total Functional Expenses$398,218$75,218$38,428$511,864

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$540,551
Expenses per Audited Statements$511,864
Total Expenses per Form 990$511,864
Expenses Not Reported on Form 990$28,687
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,219
Fundraising Direct Expenses$4,231
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The board of trustees reviewed and approved the 990 return prior to filing.

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

The board is required to annually complete a survey form detailing any relationships that may give rise to a conflict of interest.

Form 990, Part VI, Section B, Line 15

The board annually approves the compensation of the executive director by analyzing compensation of other executive directors from the 990s of other comparably sized entities.

Form 990, Part VI, Section C, Line 19

Form 1023 and the 990 are available for public inspection upon written request ot the executive director.

Filing and Contact Details

Filer

EIN
31-1324922
Phone
9375860545

Signing Officer

Name
Linda Crouch-roepken
Title
Executive Director
Phone
9375860545
Signed
2014-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Crouch-roepken
Formed
1991
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
34

Preparer

Preparer
Suzanne K Miller
Phone
9372235247
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

In the prior year, the organization terminated the volunteer caregiver program. This was not disclosed in the prior year return.

FORM 990, PART XI, LINE 9:

ROUNDING -1.

Form 990, Part XII, Line 2C

The organization did not change its acceptance procedures for the financial statements from the prior period method. Management receives the audited financial statements and presents them to the board for approval.

Financial Statement Notes

PART X, LINE 2:

Accounting for uncertainty in income taxes - the organization has adopted accounting rules that prescribe when to recognize, and how to measure the financial statement effects of income tax positions taken, or expected to be taken, on its income tax returns. These rules require management to evaluate the likelihood that, upon examination by relevant taxing jurisdictions, those income tax positions would be sustained. Based on that evaluation, the organization only recognizes the maximum benefit of each income tax position that is more than 50% likely of being sustained. To the extent that all or a portion of the benefits of an income tax position are not recognized, a liability would be recognized for the unrecognized benefits, along with any interest and penalties that would result from disallowance of the position. Should any such penalties and interest be incurred, they would be recognized as operating expenses. Based on its review, management does not believe the organization has taken any material uncertain tax positions , including any position that would place the organization's exempt status in jeopardy as of june 30, 2014 and 2013. The federal tax returns of the organization for 2010, 2011, and 2012 are subject to examination by taxing authority, generally for three years after the due date.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising costs netted against fundraising income 4,230.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising costs netted against fundraising income 4,230.

Raw XML AppendixShowing 400 of 484 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt051538
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt042195
IRS990/AccountsReceivableGrp/BOYAmt022779
IRS990/AccountsReceivableGrp/EOYAmt011744
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT LIVING IN THE LEAST RESTRICTIVE ENVIRONMENT, REDUCE SOCIAL ISOLATION, AND ENHANCE THE QUALITY OF LIFE FOR SENIORS AND ADULTS WITH MENTAL ILLNESS THROUGH SUPPORT SERVICES AND ADVOCACY.
IRS990/AllOtherContributionsAmt0159977
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0404
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0459
IRS990/AllOtherExpensesGrp/TotalAmt0863
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CINDY FITZWATER
IRS990/BooksInCareOfDetail/PhoneNum09375860545
IRS990/BooksInCareOfDetail/USAddress/AddressLine1040 SOUTH PERRY STREET
IRS990/BooksInCareOfDetail/USAddress/City0DAYTON
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode045402
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt025101
IRS990/CashNonInterestBearingGrp/EOYAmt012756
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt019754
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt047760
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt045009
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0112523
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0390
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0155
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02674
IRS990/ConferencesMeetingsGrp/TotalAmt03219
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt08090
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0275725
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01334
IRS990/CYOtherExpensesAmt099034
IRS990/CYOtherRevenueAmt018140
IRS990/CYProgramServiceRevenueAmt0163685
IRS990/CYRevenuesLessExpensesAmt0-52980
IRS990/CYSalariesCompEmpBnftPaidAmt0412830
IRS990/CYTotalExpensesAmt0511864
IRS990/CYTotalFundraisingExpenseAmt038428
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0458884
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04426
IRS990/DepreciationDepletionGrp/TotalAmt04426
IRS990/Desc0GUARDIANSHIP - THE PROGRAM PROVIDES SUPPORT FOR THOSE DEEMED MENTALLY INCOMPETENT BY THE PROBATE COURT AND THAT DO NOT HAVE ANY FAMILY WILLING OR CAPABLE OF MAKING SOUND DECISIONS FOR THEM. LIFE ESSENTIALS TRAINS VOLUNTEERS AND EMPLOYS STAFF TO TAKE ON THIS CRITICAL ROLE AS GUARDIAN. GUARDIANS WORK WITH THEIR CLIENTS TO ENSURE THE CLIENT HAS THE BEST POSSIBLE LIFE AND LIVES IN THE LEAST RESTRICTIVE ENVIRONMENT. GUARDIANS FUNCTION AS THE ADVOCATE AND ENSURE THE SAFETY AND WELL-BEING OF THEIR CLIENTS. BEING A GUARDIAN IS A SIGNIFICANT RESPONSIBILITY; ONE THAT PROTECTS THE RIGHTS AND DIGNITY OF A FELLOW HUMAN BEING. IN ADDITION TO FULFILLING THE ROLE OF GUARDIAN, LIFE ESSENTIALS PROVIDES SUPPORTS TO FAMILY MEMBERS AND/OR FRIENDS WILLING AND CAPABLE OF BECOMING THE GUARDIAN FOR A LOVED ONE. IN FISCAL 2013, 389 CLIENTS RECEIVED 936 HOURS OF SERVICE. VOLUNTEERS PROVIDED SERVICES VALUED AT $24,875 NOT INCLUDED IN SERVICE HOURS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExcessBusinessHoldingsInd00
IRS990/ExpenseAmt0274399
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt013938
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05000
IRS990/FeesForServicesLegalGrp/TotalAmt05000
IRS990/FeesForServicesOtherGrp/FundraisingAmt0358
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0601
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01919
IRS990/FeesForServicesOtherGrp/TotalAmt02878
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt737.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt830.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt75333
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt84973
IRS990/Form990PartVIISectionAGrp/PersonNm0CATHY SAYER
IRS990/Form990PartVIISectionAGrp/PersonNm1RUSSEL HOLTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2LANCE DETRICK
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA SPEARS
IRS990/Form990PartVIISectionAGrp/PersonNm4MARYANN BERNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5PETER CERTO
IRS990/Form990PartVIISectionAGrp/PersonNm6JOE SZOKE
IRS990/Form990PartVIISectionAGrp/PersonNm7LINDA CROUCH-ROEPKEN
IRS990/Form990PartVIISectionAGrp/PersonNm8CINDY FITZWATER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt759138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt841161
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt08090
IRS990/FundraisingDirectExpensesAmt04231
IRS990/FundraisingGrossIncomeAmt06219
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt093720
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0463115
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01300
IRS990/InsuranceGrp/ProgramServicesAmt09560
IRS990/InsuranceGrp/TotalAmt010860
IRS990/InvestmentIncomeGrp/ExclusionAmt01334
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01334
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011794
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013123
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012797
IRS990/LandBldgEquipCostOrOtherBssAmt024591
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT LIVING IN THE LEAST RESTRICTIVE ENVIRONMENT, REDUCE SOCIAL ISOLATION, AND ENHANCE THE QUALITY OF LIFE FOR SENIORS AND ADULTS WITH MENTAL ILLNESS THROUGH SUPPORT SERVICES AND ADVOCACY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0246300
IRS990/NetAssetsOrFundBalancesEOYAmt0193319
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01988
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01988
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03091
IRS990/OccupancyGrp/ProgramServicesAmt021635
IRS990/OccupancyGrp/TotalAmt024726
IRS990/OfficeExpensesGrp/FundraisingAmt09804
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02642
IRS990/OfficeExpensesGrp/ProgramServicesAmt016971
IRS990/OfficeExpensesGrp/TotalAmt029417
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0723
IRS990/OtherAssetsTotalGrp/EOYAmt0723
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0980
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01158
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028758
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030896
IRS990/OtherExpensesGrp/Desc0EQUIPMENT REPAIR & MAIN
IRS990/OtherExpensesGrp/Desc1VOLUNTEER EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3RECRUITMENT
IRS990/OtherExpensesGrp/FundraisingAmt06
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0550
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2134
IRS990/OtherExpensesGrp/ProgramServicesAmt03248
IRS990/OtherExpensesGrp/ProgramServicesAmt13513
IRS990/OtherExpensesGrp/ProgramServicesAmt21774
IRS990/OtherExpensesGrp/ProgramServicesAmt31118
IRS990/OtherExpensesGrp/TotalAmt03804
IRS990/OtherExpensesGrp/TotalAmt13560
IRS990/OtherExpensesGrp/TotalAmt21908
IRS990/OtherExpensesGrp/TotalAmt31118
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt016152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016152
IRS990/OtherRevenueTotalAmt016152
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04555
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07610
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0219330
IRS990/OtherSalariesAndWagesGrp/TotalAmt0231495
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02385
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05304
IRS990/PayrollTaxesGrp/ProgramServicesAmt027756
IRS990/PayrollTaxesGrp/TotalAmt035445
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02471
IRS990/PensionPlanContributionsGrp/TotalAmt02471
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011203
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010352
IRS990/PrincipalOfficerNm0LINDA CROUCH-ROEPKEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0CHUMS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1MOTIVATE TO INTEGRATE
IRS990/ProgramServiceRevenueGrp/Desc2GUARDIANSHIP PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127938
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt127663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127938
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28084
IRS990/ProgSrvcAccomActy2Grp/Desc0CHUMS - THE PROGRAM IS INTENDED TO ENHANCE THE QUALITY OF LIFE FOR CHUMS CLIENTS BY EQUIPPING THEM WITH TOOLS THAT PROMOTE SELF-MANAGEMENT OF THEIR MENTAL ILLNESS. LIFE ESSENTIALS STAFF FACILITATE THE PROGRAM BY COMBINING EDUCATION, NETWORKING AND BEHAVIORAL ACTIVATION SERVICES. PARTICIPANTS, AGES 50 YEARS AND OLDER, LEARN COMMON THEMES THAT CONTRIBUTE TO THEIR RECOVERY AND SKILLS TO HELP MAINTAIN THEIR INDEPENDENCE, BOND WITH PEOPLE IN SIMILAR SITUATIONS AND TAKE BACK CONTROL OF THEIR LIVES. IN FISCAL YEAR 2013, 58 CLIENTS RECEIVED 1,106 HOURS OF SERVICE. VOLUNTEERS PROVIDED SERVICES VALUED AT $210 NOT INCLUDED IN PROGRAM EXPENSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt085692
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0127938
IRS990/ProgSrvcAccomActy3Grp/Desc0MOTIVATE TO INTEGRATE - SERVES YOUNGER ADULTS LIVING WITH MENTAL ILLNESSES EMPHASIZING THE PROGRAM GOAL TO INTEGRATE CLIENTS INTO THEIR COMMUNITY BY CONNECTING THEM WITH VOLUNTEER OPPORTUNITIES THROUGHOUT THE GREATER DAYTON AREA. IN FISCAL YEAR 2013, 9 CLIENTS RECEIVED 182 HOURS OF SERVICE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt038127
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt027663
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0497380
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01077
IRS990/PYOtherExpensesAmt096144
IRS990/PYOtherRevenueAmt011184
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01515
IRS990/PYSalariesCompEmpBnftPaidAmt0411982
IRS990/PYTotalExpensesAmt0508126
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0509641
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-52980
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08084
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0224909
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0187142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0431321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0497380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0457011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0384309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0437585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02207606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01334
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04756
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011756
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt030397
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017221
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt020854
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt023885
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt023183
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0115540
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94540
IRS990ScheduleA/PublicSupportPY170Pct00.87610
IRS990ScheduleA/PublicSupportTotal170Amt02207304
IRS990ScheduleA/SubstantialContributorsTotAmt0302
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0431321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0497380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0457011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0384309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0437585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02207606
IRS990ScheduleA/TotalSupportAmt02334902
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt024457
IRS990ScheduleD/DonatedServicesUseFcltsAmt024457
IRS990ScheduleD/EquipmentGrp/BookValueAmt012797
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011794
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024591
IRS990ScheduleD/ExpensesNotReportedAmt028687
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0511864
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt04230
IRS990ScheduleD/OtherRevenueAmt04230
IRS990ScheduleD/RevenueNotReportedAmt028687
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0458884
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE ORGANIZATION HAS ADOPTED ACCOUNTING RULES THAT PRESCRIBE WHEN TO RECOGNIZE, AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE ORGANIZATION ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS , INCLUDING ANY POSITION THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY AS OF JUNE 30, 2014 AND 2013. THE FEDERAL TAX RETURNS OF THE ORGANIZATION FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITY, GENERALLY FOR THREE YEARS AFTER THE DUE DATE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING COSTS NETTED AGAINST FUNDRAISING INCOME 4,230.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING COSTS NETTED AGAINST FUNDRAISING INCOME 4,230.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012797
IRS990ScheduleD/TotalExpensesPerForm990Amt0511864
IRS990ScheduleD/TotalRevenuePerForm990Amt0458884
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0487571
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0540551
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN THE PRIOR YEAR, THE ORGANIZATION TERMINATED THE VOLUNTEER CAREGIVER PROGRAM. THIS WAS NOT DISCLOSED IN THE PRIOR YEAR RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE 990 RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD IS REQUIRED TO ANNUALLY COMPLETE A SURVEY FORM DETAILING ANY RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD ANNUALLY APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR BY ANALYZING COMPENSATION OF OTHER EXECUTIVE DIRECTORS FROM THE 990S OF OTHER COMPARABLY SIZED ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 1023 AND THE 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST OT THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING -1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DID NOT CHANGE ITS ACCEPTANCE PROCEDURES FOR THE FINANCIAL STATEMENTS FROM THE PRIOR PERIOD METHOD. MANAGEMENT RECEIVES THE AUDITED FINANCIAL STATEMENTS AND PRESENTS THEM TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits