Civic Intelligence

Lincoln Crawford

990 • Fiscal year 2013 • EIN 31-1423419

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

Organization ProfileN/A

View Organization Page

2091 Radcliff Drive45204

(513) 661-2777

Siviq Scores

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

Liabilities / Assets

100th percentile

7.77x

Higher debt load relative to assets than 100% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

24545.95x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

1st percentile

-112727%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

93rd percentile

$131,083

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 50416.5% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

2nd percentile

-61%

Faster asset growth than 2% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$821,295

Down $1,265,473 (-61%) from 2012

Net Assets

Down

-$5,560,653

Down $282,236 (-5.3%) from 2012

Liabilities

Down

$6,381,948

Down $983,237 (-13%) from 2012

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$260

No earlier filing loaded for comparison.

Expenses

Down

$293,350

Down $3,199,951 (-92%) from 2012

Net Income

-$293,090

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$10M$5.0M$0-$5.0M-$10MAssets 2010: $2,948,708Liabilities 2010: $7,305,317Net Assets 2010: -$4,356,6092010Assets 2011: $2,667,531Liabilities 2011: $7,676,041Net Assets 2011: -$5,008,5102011Assets 2012: $2,086,768Liabilities 2012: $7,365,185Net Assets 2012: -$5,278,4172012Assets 2013: $821,295Liabilities 2013: $6,381,948Net Assets 2013: -$5,560,6532013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$821,295
Liabilities$6,381,948
Net Assets-$5,560,653
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $6,426,2672010Expenses 2011: $6,052,8382011Expenses 2012: $3,493,3012012Revenue 2013: $260Expenses 2013: $293,350Net Income 2013: -$293,0902013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2013

Revenue$260
Expenses$293,350
Net Income-$293,090
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.0
Gross Receipts
$260
Mission and Program Overview

Mission

To love, to touch, to share, to care in a "celebration of life" for every individual providing needed services for our senior community.

To operate a facility that provides skilled nursing care to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$850,025$591,561▼ $258,464
Savings and Temporary Cash Investments$1,090,985$64,516▼ $1,026,469
Investments in Publicly Traded Securities$22,220$33,073▲ $10,853
Total Assets$2,086,768$821,295▼ $1,265,473
Other Assets Total$123,538$132,145▲ $8,607
Liabilities
Other Liabilities$7,018,083$6,099,006▼ $919,077
Accounts Payable and Accrued Expenses$347,102$282,942▼ $64,160
Total Liabilities$7,365,185$6,381,948▼ $983,237
Net Assets / Fund Balance
Unrestricted Net Assets$-5,278,417$-5,560,653▼ $282,236
Total Net Assets Fund Balance$-5,278,417$-5,560,653▼ $282,236
Total Liabilities and Net Assets / Fund Balance$2,086,768$821,295▼ $1,265,473

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$132,145--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$163,736--$163,736$0
2012$157,696-▲ $7,327-$163,736
2011$172,814-▲ $5,533-$157,696
2010$172,814---$172,814
2009$172,814---$172,814
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Stephanie TunisonChief Executive Officer$131,083$131,083
James G WaltherController - Part Year$81,529$81,529

Board Members and Trustees

NameTitle
Thomas KaylorChairperson
Robert SchillingPresident
Elise CowieTrustee
Joseph MaasTrustee
Michael BerryTrustee
Richard AdamsTrustee
Thomas LockwoodTrustee
Juanita AdamsTrustee - Part Year
Michael MillerTrustee - Part Year
Steven C Kehoe Cfp CluTrustee - Part Year
Lewis BuntonSecretary
David WarrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$240
Change in Net Assets
$-293,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,271
Salaries, Compensation, and Employee Benefits$11,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$23,270-$23,270
Fees for Services Legal-$11,940-$11,940
Other Employee Benefits-$11,079-$11,079
Fees for Services Other-$6,814-$6,814
All Other Expenses-$267-$267
Total Functional Expenses$0$293,350$0$293,350
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
Due to Related Parties$6,099,006
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Wesley services organization is the sole member. Lincoln crawford and wesley services organization share the same board of trustees.”

Form 990, Part VI, Section A, Line 7A

“Wesley services organization appoints the board for lincoln crawford.”

Form 990, Part VI, Section A, Line 7B

“Wesley services organization, as the sole member of lincoln crawford, approves decisions of the governing body.”

Form 990, Part VI, Section B, Line 11

“The cfo and audit and investment committee review the 990 prior to board presentation and filing.”

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

“The conflict of interest policy is reviewed and discussed annually at a board meeting and all potential conflicts are disclosed, if any. Any board member having a possible conflict of interest regarding a matter before the board shall not vote or use his/her personal influence on the matter.”

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

“The executive director's performance and compensation were reviewed annually by wesley community services' board chairman, board secretary, and lincoln crawford's board chariman. They reviewed compensation against industry benchmarks, including medicaid cost reports. As lincoln crawford was winding down in 2013, there was no longer a need for an executive director, and remaining activity associated with closing the entity was conducted by the controller.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policy, and form 990 available to the public upon request.”

Filing and Contact Details

Filer

EIN
31-1423419
Phone
5136612777

Signing Officer

Name
Stephanie Tunison
Title
Chief Executive Officer
Phone
5136612777
Signed
2014-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Tunison
Formed
1994
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Preparer
Jane E Pfeifer
Phone
5132413111
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The finance committee of the board of trustees also acts as the audit committee. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Wesley services organization, lincoln crawford and wesley community services are tax-exempt organizations as described in section 501(c)(3) of the internal revenue code. The organizations are exempt from federal income taxes on related income pursuant to section 501(a) of the code. In addition, the organizations have been classified as organizations other than private foundations under section 509(a)(2) of the internal revenue code. The organization has adopted the provisions of fasb asc 740-10-25, which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The organization does not believe its financial statements include any uncertain tax positions. The organization's income tax filings are subject to audit by various taxing authorities. The open audit periods are 2010-2012. The organization's policy with regard to interest and penalties is to recognize interest through interest expense and penalties through other expense. In evaluating the organization's tax provisions and accruals, future taxable income, and the reversal of temporary differences, interpretations and tax planning strategies are considered. The organization believes their estimates are appropriate based on current facts and circumstances.”

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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06231408
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0260
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07327
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-20651
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0157696
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05533
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06099006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WESLEY SERVICES ORGANIZATION, LINCOLN CRAWFORD AND WESLEY COMMUNITY SERVICES ARE TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE OPEN AUDIT PERIODS ARE 2010-2012. THE ORGANIZATION'S POLICY WITH REGARD TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalLiabilityAmt06099006
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY SERVICES ORGANIZATION IS THE SOLE MEMBER. LINCOLN CRAWFORD AND WESLEY SERVICES ORGANIZATION SHARE THE SAME BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WESLEY SERVICES ORGANIZATION APPOINTS THE BOARD FOR LINCOLN CRAWFORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WESLEY SERVICES ORGANIZATION, AS THE SOLE MEMBER OF LINCOLN CRAWFORD, APPROVES DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CFO AND AUDIT AND INVESTMENT COMMITTEE REVIEW THE 990 PRIOR TO BOARD PRESENTATION AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED ANNUALLY AT A BOARD MEETING AND ALL POTENTIAL CONFLICTS ARE DISCLOSED, IF ANY. ANY BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST REGARDING A MATTER BEFORE THE BOARD SHALL NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION WERE REVIEWED ANNUALLY BY WESLEY COMMUNITY SERVICES' BOARD CHAIRMAN, BOARD SECRETARY, AND LINCOLN CRAWFORD'S BOARD CHARIMAN. THEY REVIEWED COMPENSATION AGAINST INDUSTRY BENCHMARKS, INCLUDING MEDICAID COST REPORTS. AS LINCOLN CRAWFORD WAS WINDING DOWN IN 2013, THERE WAS NO LONGER A NEED FOR AN EXECUTIVE DIRECTOR, AND REMAINING ACTIVITY ASSOCIATED WITH CLOSING THE ENTITY WAS CONDUCTED BY THE CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ALSO ACTS AS THE AUDIT COMMITTEE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10WESLEY SERVICES ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10WESLEY COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11WESLEY SERVICES ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311709022
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1310537097
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE IN-HOME SERVICES TO ELDERLY/SPECIAL NEED CITIZENS

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$821,295
Liabilities
$6,381,948
Net assets
-$5,560,653
Revenue
$260
Expenses
$293,350
Net income
-$293,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.82$6.38$5.56$0.00$0.29$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$7.37$5.28$3.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$7.68$5.01$6.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$7.31$4.36$6.43