Civic Intelligence

Anne Grady Corporation

EIN 34-1214508 • 501(c)3 • Holland, OH

View Organization Page

Profile

Anne grady corporation provides dignity, respect, and a quality environment that ensures opportunities for people to discover and develop their full potential. We are the premier residential and healthcare provider for individuals with developmental disabilities.

1525 Eber RoadHolland, OH 43528

www.annegrady.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.17x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.20x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

5.5%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$169,282

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$27,020,772

Up $1,796,241 (+7.1%) from 2021

Liabilities

Down

$5,105,417

Down $331,059 (-6.1%) from 2021

Net Assets

Up

$21,915,355

Up $2,127,300 (+11%) from 2021

Operations
Liabilities / Revenue42nd percentileNet Margin53rd percentile

Revenue

Up

$20,724,651

Up $147,659 (+0.7%) from 2021

Expenses

Up

$18,489,697

Up $2,985,793 (+19%) from 2021

Net Income

Down

$2,234,954

Down $2,838,134 (-56%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $13,971,162Liabilities 2010: $5,514,236Net Assets 2010: $8,456,9262010Assets 2012: $14,422,560Liabilities 2012: $4,701,456Net Assets 2012: $9,721,1042012Assets 2013: $14,957,507Liabilities 2013: $4,751,628Net Assets 2013: $10,205,8792013Assets 2014: $15,512,822Liabilities 2014: $4,417,460Net Assets 2014: $11,095,3622014Assets 2015: $16,382,157Liabilities 2015: $4,940,267Net Assets 2015: $11,441,8902015Assets 2017: $17,574,816Liabilities 2017: $5,511,647Net Assets 2017: $12,063,1692017Assets 2018: $17,754,333Liabilities 2018: $5,894,365Net Assets 2018: $11,859,9682018Assets 2019: $18,571,436Liabilities 2019: $5,714,459Net Assets 2019: $12,856,9772019Assets 2020: $20,847,327Liabilities 2020: $6,147,148Net Assets 2020: $14,700,1792020Assets 2021: $25,224,531Liabilities 2021: $5,436,476Net Assets 2021: $19,788,0552021Assets 2022: $27,020,772Liabilities 2022: $5,105,417Net Assets 2022: $21,915,3552022

Highlighted filing

2022

Assets$27,020,772
Liabilities$5,105,417
Net Assets$21,915,355
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $17,517,8072010Expenses 2012: $17,151,6772012Expenses 2013: $16,854,8942013Revenue 2014: $17,385,528Expenses 2014: $16,496,045Net Income 2014: $889,4832014Revenue 2015: $17,009,889Expenses 2015: $16,637,450Net Income 2015: $372,4392015Revenue 2017: $17,415,156Expenses 2017: $17,337,693Net Income 2017: $77,4632017Revenue 2018: $17,542,028Expenses 2018: $17,717,217Net Income 2018: -$175,1892018Revenue 2019: $19,050,002Expenses 2019: $18,093,159Net Income 2019: $956,8432019Revenue 2020: $20,610,236Expenses 2020: $18,751,468Net Income 2020: $1,858,7682020Revenue 2021: $20,576,992Expenses 2021: $15,503,904Net Income 2021: $5,073,0882021Revenue 2022: $20,724,651Expenses 2022: $18,489,697Net Income 2022: $2,234,9542022

Highlighted filing

2022

Revenue$20,724,651
Expenses$18,489,697
Net Income$2,234,954
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$27,020,772
Liabilities
$5,105,417
Net assets
$21,915,355
Revenue
$20,724,651
Expenses
$18,489,697
Net income
$2,234,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.0$5.11$21.9$20.7$18.5$2.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$5.44$19.8$20.6$15.5$5.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$6.15$14.7$20.6$18.8$1.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$5.71$12.9$19.1$18.1$0.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$5.89$11.9$17.5$17.7$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$5.51$12.1$17.4$17.3$0.08
2015Detailed filing. Detailed filing data is available for this year.$16.4$4.94$11.4$17.0$16.6$0.37
2014Detailed filing. Detailed filing data is available for this year.$15.5$4.42$11.1$17.4$16.5$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$4.75$10.2$16.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$4.70$9.72$17.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$5.51$8.46$17.5
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 8, 2021
Return Version
2020v4.1
Gross Receipts
$21,983,759
Mission and Program Overview

Mission

Anne grady corporation provides dignity, respect, and a quality environment that ensures opportunities for people to discover and develop their full potential. We are the premier residential and healthcare provider for individuals with developmental disabilities.

Anne grady corporation provides a quality environment that ensures opportunities for people with developmental disabilities to discover their full potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,507,786$9,346,199▲ $1,838,413
Land, Buildings, and Equipment, Net$6,019,753$6,324,472▲ $304,719
Pledges and Grants Receivable$368,908$3,040,380▲ $2,671,472
Investments in Publicly Traded Securities$2,919,613$2,968,363▲ $48,750
Accounts Receivable$1,973,547$1,543,767▼ $429,780
Prepaid Expenses and Deferred Charges$246,306$241,267▼ $5,039
Inventories for Sale or Use$10,000$10,000→ $0
Cash and Non-Interest-Bearing Accounts$7,235$7,235→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$20,847,327$25,224,531▲ $4,377,204
Other Assets Total$1,794,179$1,742,848▼ $51,331
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,802,853$2,507,989▼ $294,864
Accounts Payable and Accrued Expenses$2,056,445$2,105,823▲ $49,378
Escrow Account Liability$563,948$812,325▲ $248,377
Unsecured Notes Loans Payable$405,000$0▼ $405,000
Other Liabilities$318,902$10,339▼ $308,563
Grants Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,147,148$5,436,476▼ $710,672
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,700,179$19,788,055▲ $5,087,876
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$14,700,179$19,788,055▲ $5,087,876
Total Liabilities and Net Assets / Fund Balance$20,847,327$25,224,531▲ $4,377,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,065,286$7,715,251$11,780,537
Leasehold Improvements$1,469,238$4,506,128$5,975,366
Equipment$298,824$1,280,643$1,579,467
Other Land Buildings$105,318$413,522$518,840
Land$385,806-$385,806
Other Assets Org$637,350--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger FortenerExecutive DirectorPT$142,430-$142,430
Steven KingAssociate Executive DirectorPT$134,148$5,525$139,673

Board Members and Trustees

NameTitle
Thomas J GibneyPresident
Donald Flenner JrVice President & Secretary
Byrne StapletonDirector
James B PlatekDirector
Robert Meeker JrDirector
David J SobczakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$399,405
Program Service Revenue
$19,930,897
Investment Income
$108,382
Other Revenue
$138,308
All Other Contributions
$1,450
Change in Net Assets
$5,073,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,666,048
Other Expenses$4,837,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,651,728$1,121,262-$7,772,990
Other Employee Benefits$1,623,366$81,407$0$1,704,773
Payroll Taxes$819,143$87,039-$906,182
Depreciation Depletion$630,486$17,930-$648,416
All Other Expenses$521,583$71,751-$593,334
Occupancy$486,861--$486,861
Insurance$307,901--$307,901
Fees for Services Other$298,792--$298,792
Current Officers, Directors, Trustees, and Key Employees$253,994$28,109-$282,103
Information Technology-$231,417-$231,417
Other Expenses$184,289$416-$184,705
Office Expenses$19,125$118,077-$137,202
Interest$114,940--$114,940
Fees for Services Management-$75,142-$75,142
Fees for Services Accounting-$67,453-$67,453
Travel$43,256$9,058-$52,314
Fees for Services Legal-$20,836-$20,836
Total Functional Expenses$13,574,007$1,929,897$0$15,503,904
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Byrne StapletonOfficerInsurance ServicesNo$98,496
Thomas GibneyOfficerLegal ServicesNo$21,720

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$10,339
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 35% controlled entity
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PAGE 6, PART VI, SECTION B, #11B

“FORM 990 REVIEW PROCESS FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE. AFTER REVIEW, A COPY IS GIVEN TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW. Once it has been reviewed by the executive director, COPIES ARE then SENT TO THE BOARD OF DIRECTORS FOR REVIEW.”

FORM 990, PAGE 6, PART VI, SECTION B, #12C

“Monitor and enforce conflict of interest policy each board member signs a conflict of interest statement. They are asked to either leave the room or abstain from voting in the event of a conflict.”

FORM 990, PAGE 6, PART VI, SECTION B, #15A AND #15B

“Process for determining compensation the executive director's salary is determined annually by the board. The executive director determines the salary of his top level management team. The remaining positions are determined by the managers as long as it falls within the pay scale for the position. These have to be approved by the executive director before implementation.”

FORM 990, PAGE 6, PART VI, SECTION C, #19

“Documents available to public the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Form 990, Page 7, Part VII, Section A, Column (B)

“ALLOCATION OF HOURS WORKED Hours worked per week are allocated between the filing organization and related organizations as follows for the individuals listed within Part Vii: ROGER FORTENER - TOTAL HOURS PER WEEK = 40, SPLIT: ANNE GRADY CORPORATION - 30 HRS ANNE GRADY DAY PROGRAM - 6 HRS ANNE GRADY SERVICES - 4 HRS STEVEN KING - TOTAL HOURS PER WEEK = 40, SPLIT: ANNE GRADY CORPORATION - 30 HRS ANNE GRADY DAY PROGRAM - 6 HRS ANNE GRADY SERVICES - 4 HRS”

Filing and Contact Details

Filer

Filer Name
Anne Grady Corporation
EIN
34-1214508
In Care Of
% STEVEN KING
Phone
4198666500
Address
1525 Eber Road, Holland, OH 43528

Signing Officer

Name
Roger Fortener
Title
Executive Director
Phone
4198666500
Signed
2021-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Fortener
Formed
1977
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
585
Volunteers
6

Preparer

Firm
Hw&co
Address
23240 Chagrin Blvd Suite 700, Cleveland, OH 44122-5450
Preparer
Rosemary Orlando CPA
Phone
2168311200
Supplemental Narrative

Financial Statement Notes

Resident Custodian Accounts

“Medicaid residents can request, and in certain cases, ANNE GRADY CORPORATION is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the facility on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities.”

Raw XML AppendixShowing 400 of 621 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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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02105823
IRS990/AccountsReceivableGrp/BOYAmt01973547
IRS990/AccountsReceivableGrp/EOYAmt01543767
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ANNE GRADY CORPORATION PROVIDES A QUALITY ENVIRONMENT THAT ENSURES OPPORTUNITIES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES TO DISCOVER THEIR FULL POTENTIAL.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt01450
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt071751
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0521583
IRS990/AllOtherExpensesGrp/TotalAmt0593334
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IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum04198666500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01525 EBER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOLLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043528
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt07235
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028109
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0253994
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0282103
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0399405
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0108382
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020576992
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt0630486
IRS990/DepreciationDepletionGrp/TotalAmt0648416
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IRS990/DescribedInSection501c3Ind0true
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
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IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER FORTENER
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVEN KING
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS J GIBNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID J SOBCZAK
IRS990/Form990PartVIISectionAGrp/PersonNm4DONALD FLENNER JR
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT MEEKER JR
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES B PLATEK
IRS990/Form990PartVIISectionAGrp/PersonNm7BYRNE STAPLETON
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