Civic Intelligence

Dr Bobs Home

990 • Fiscal year 2021 • EIN 34-1461210

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

855 Ardmore AvenueAkron, OH 44302

(330) 864-1935

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

5.4%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

53%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,689,791

Up $86,010 (+5.4%) from 2020

Net Assets

Up

$1,639,100

Up $89,587 (+5.8%) from 2020

Liabilities

Down

$50,691

Down $3,577 (-6.6%) from 2020

Revenue

Up

$207,232

Up $72,179 (+53%) from 2020

Expenses

Up

$145,056

Up $2,450 (+1.7%) from 2020

Net Income

Up

$62,176

Up $69,729 (+923%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $451,583Liabilities 2011: $11,069Net Assets 2011: $440,5142011Assets 2012: $533,054Liabilities 2012: $2,745Net Assets 2012: $530,3092012Assets 2013: $586,323Liabilities 2013: $6,030Net Assets 2013: $580,2932013Assets 2014: $613,224Liabilities 2014: $5,697Net Assets 2014: $607,5272014Assets 2015: $687,224Liabilities 2015: $37,562Net Assets 2015: $649,6622015Assets 2016: $1,058,525Liabilities 2016: $6,767Net Assets 2016: $1,051,7582016Assets 2017: $1,226,356Liabilities 2017: $69,125Net Assets 2017: $1,157,2312017Assets 2018: $1,474,310Liabilities 2018: $63,800Net Assets 2018: $1,410,5102018Assets 2019: $1,584,854Liabilities 2019: $66,651Net Assets 2019: $1,518,2032019Assets 2020: $1,603,781Liabilities 2020: $54,268Net Assets 2020: $1,549,5132020Assets 2021: $1,689,791Liabilities 2021: $50,691Net Assets 2021: $1,639,1002021Assets 2022: $1,690,638Liabilities 2022: $12,121Net Assets 2022: $1,678,5172022Assets 2023: $1,794,494Liabilities 2023: $14,973Net Assets 2023: $1,779,5212023Assets 2024: $1,861,516Liabilities 2024: $10,512Net Assets 2024: $1,851,0042024

Highlighted filing

2021

Assets$1,689,791
Liabilities$50,691
Net Assets$1,639,100

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $94,061Expenses 2011: $112,189Net Income 2011: -$18,1282011Expenses 2012: $73,3122012Revenue 2013: $147,594Expenses 2013: $115,821Net Income 2013: $31,7732013Revenue 2014: $146,994Expenses 2014: $110,929Net Income 2014: $36,0652014Revenue 2015: $191,938Expenses 2015: $122,625Net Income 2015: $69,3132015Revenue 2016: $177,476Expenses 2016: $128,204Net Income 2016: $49,2722016Revenue 2017: $223,508Expenses 2017: $151,279Net Income 2017: $72,2292017Revenue 2018: $452,007Expenses 2018: $153,418Net Income 2018: $298,5892018Revenue 2019: $204,329Expenses 2019: $144,909Net Income 2019: $59,4202019Revenue 2020: $135,053Expenses 2020: $142,606Net Income 2020: -$7,5532020Revenue 2021: $207,232Expenses 2021: $145,056Net Income 2021: $62,1762021Revenue 2022: $312,477Expenses 2022: $171,889Net Income 2022: $140,5882022Revenue 2023: $260,512Expenses 2023: $192,337Net Income 2023: $68,1752023Revenue 2024: $276,203Expenses 2024: $223,094Net Income 2024: $53,1092024

Highlighted filing

2021

Revenue$207,232
Expenses$145,056
Net Income$62,176
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Gross Receipts
$264,308
Mission and Program Overview

Mission

The mission of dr. Bob's home is to preserve the home of dr. Robert holbrook smith, co-founder of alcoholics anonymous, to maintain an atmosphere of hope at the home, and to educate the public about the role the home and dr. Bob played in the formation of aa.

Our primary purpose is to maintain, restore and preserve the property at 855 ardmore ave. Which was the family home of physician robert holbrook smith, affectionately known as dr. Bob, one of the founding fathers of alcoholics anonymous (aa). This historic site in akron, ohio is the birthplace of this internationally known fellowship, which subsequently became the foundation of numerous other 12-step programs that are improving the lives of millions of people. Second, our ongoing mission is to help alcoholics by preserving the atmosphere of acceptance where early members achieved and maintained their sobriety. This prevailing attitude is simply expressed in our greeting, "welcome home." third, we educate the local community and beyond on how dr. Bob's home played a part in the formation of alcoholics anonymous and the manner in which alcoholics were helped in the early days.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$388,744$370,370▼ $18,374
Cash and Non-Interest-Bearing Accounts$228,203$303,652▲ $75,449
Investments in Publicly Traded Securities$189,833$212,170▲ $22,337
Inventories for Sale or Use$48,090$38,941▼ $9,149
Total Assets$1,603,781$1,689,791▲ $86,010
Other Assets Total$748,911$764,658▲ $15,747
Liabilities
Mortgage Notes Payable Secured by Investment Property$49,035$43,243▼ $5,792
Accounts Payable and Accrued Expenses$5,233$7,448▲ $2,215
Total Liabilities$54,268$50,691▼ $3,577
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,279,252$1,350,252▲ $71,000
Net Assets With Donor Restrictions$270,261$288,848▲ $18,587
Total Net Assets Fund Balance$1,549,513$1,639,100▲ $89,587
Total Liabilities and Net Assets / Fund Balance$1,603,781$1,689,791▲ $86,010

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$340,219$198,894$539,113
Other Land Buildings$11,922$28,104$40,026
Equipment$15,229$15,622$30,851
Land$3,000-$3,000
Other Assets Org$127,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$443,594$2,860▲ $40,605-$484,538
2020$399,656$2,760▲ $43,246-$443,594
2019$346,851$50▲ $54,713-$399,656
2018$385,680$165▼ $37,078-$346,851
2017$337,793$10,100▲ $39,212-$385,680
Compensation and Service Providers

Board Members and Trustees

NameTitle
Harmon Velie ResignedChair
Melissa MusserChair
Kent ColemanVice Chairma
Deb HeltonBoard Member
Dolly AbbottBoard Member
Paul GaidukBoard Member
Robert FreyBoard Member
Ryan GrahamBoard Member
Dennis Thayer ResignedSecretary
Kat DonaldsonSecretary
Ken HensonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,311
Program Service Revenue
$0
Investment Income
$13,205
Other Revenue
$78,716
All Other Contributions
$110,311
Change in Net Assets
$62,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,974
Total Fundraising Expense$17,695
Salaries, Compensation, and Employee Benefits$14,082
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$19,024$13,482$13,482$45,988
Depreciation Depletion$20,753$1,153$1,153$23,059
Advertising$17,325--$17,325
Other Salaries and Wages$12,969--$12,969
Occupancy$6,706$373$373$7,452
All Other Expenses$6,860$53$54$6,967
Interest$2,774$308-$3,082
Information Technology$2,897$182-$3,079
Other Expenses$2,638$293$2,456$2,931
Fees for Service Investment Mgmnt Fees-$2,521-$2,521
Insurance$2,217$123$123$2,463
Office Expenses$2,184$-40$54$2,198
Payroll Taxes$1,113--$1,113
Total Functional Expenses$108,913$18,448$17,695$145,056
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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 11B

Form 990 is made available to the board for review by email or through a board meeting prior to its filing.

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

Board members and employees go through a disclosure process on an annual basis concerning potential conflicts of interest.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
DR BOB'S HOME
EIN
34-1461210
Phone
3308641935
Address
855 ARDMORE AVENUE, AKRON, OH 44302

Signing Officer

Name
Melissa Musser
Title
Chair
Phone
3308641935
Signed
2022-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Musser
Formed
1985
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
87

Preparer

Firm
Crum & Company
Address
1640 AKRON PENINSULA RD STE 102, AKRON, OH 44313
Preparer
Kevin K Crum
Phone
3308671222
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our primary purpose is to maintain, restore and preserve the property at 855 ardmore ave. Which was the family home of physician robert holbrook smith, affectionately known as dr. Bob, one of the founding fathers of alcoholics anonymous (aa). This historic site in akron, ohio is the birthplace of this internationally known fellowship, which subsequently became the foundation of numerous other 12-step programs that are improving the lives of millions of people. Second, our ongoing mission is to help alcoholics by preserving the atmosphere of acceptance where early members achieved and maintained their sobriety. This prevailing attitude is simply expressed in our greeting, "welcome home." third, we educate the local community and beyond on how dr. Bob's home played a part in the formation of alcoholics anonymous and the manner in which alcoholics were helped in the early days.

Form 990, Page 1, Part I, Line 6

87 volunteers contributed 8,926 hours during 2021 working at the house, gift shop, founders day activities, the archive clean-up crew and assisting with various building and grounds related matters.

Form 990, Page 2, Part III, Line 4D

Home preservation and archives: we maintain, restore and preserve dr. Bob's home. The home was named a national historic landmark on oct. 31, 1985, named a state historical site by governor richard celeste. On october 17, 2012 the home was named a national historic landmark. Additionally, we actively seek items that are relevant to dr. Bob's home and the founding of aa and seek to preserve and display these items.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Endowment funds are used by the organization for emergency purposes, which can include repairs and refurbishments to the facility.

Schedule D, Page 3, Part X

The preparation of financial statements in conformity with accounting principles generally accepted in the united states of america requires the organization to report information regarding its exposure to various tax positions taken by the organization. The organization has determined whether any tax positions have met the recognition threshold and has measured the organization's exposure to those tax positions. Management believes that the organization has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the organization, of which there were none in 2021 and 2020, are recorded in operating expenses.

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IRS990/MissionDesc0OUR PRIMARY PURPOSE IS TO MAINTAIN, RESTORE AND PRESERVE THE PROPERTY AT 855 ARDMORE AVE. WHICH WAS THE FAMILY HOME OF PHYSICIAN ROBERT HOLBROOK SMITH, AFFECTIONATELY KNOWN AS DR. BOB, ONE OF THE FOUNDING FATHERS OF ALCOHOLICS ANONYMOUS (AA). THIS HISTORIC SITE IN AKRON, OHIO IS THE BIRTHPLACE OF THIS INTERNATIONALLY KNOWN FELLOWSHIP, WHICH SUBSEQUENTLY BECAME THE FOUNDATION OF NUMEROUS OTHER 12-STEP PROGRAMS THAT ARE IMPROVING THE LIVES OF MILLIONS OF PEOPLE. SECOND, OUR ONGOING MISSION IS TO HELP ALCOHOLICS BY PRESERVING THE ATMOSPHERE OF ACCEPTANCE WHERE EARLY MEMBERS ACHIEVED AND MAINTAINED THEIR SOBRIETY. THIS PREVAILING ATTITUDE IS SIMPLY EXPRESSED IN OUR GREETING, "WELCOME HOME." THIRD, WE EDUCATE THE LOCAL COMMUNITY AND BEYOND ON HOW DR. BOB'S HOME PLAYED A PART IN THE FORMATION OF ALCOHOLICS ANONYMOUS AND THE MANNER IN WHICH ALCOHOLICS WERE HELPED IN THE EARLY DAYS.
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IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD
IRS990/OtherExpensesGrp/Desc3TELEPHONE AND INTERNET
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MELISSA MUSSER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FOUNDERS' DAY - WE HOST SEVERAL EVENTS AROUND THE ANNUAL ALCOHOLICS ANONYMOUS FOUNDER'S DAY IN JUNE TO CELEBRATE THE DATE AA-FOUNDER DR. BOB TOOK HIS LAST DRINK.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02506
IRS990/ProgSrvcAccomActy3Grp/Desc0GIFT SHOP: OUR GIFT SHOP SELLS DR. BOB'S AND AA MERCHANDISE AS WELL AS PIECES OF EDUCATIONAL AA HISTORICAL LITERATURE IN SUPPORT OF THE HOUSE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0HOME PRESERVATION AND ARCHIVES: WE MAINTAIN, RESTORE AND PRESERVE DR. BOB'S HOME. THE HOME WAS NAMED A NATIONAL HISTORIC LANDMARK ON OCT. 31, 1985, NAMED A STATE HISTORICAL SITE BY GOVERNOR RICHARD CELESTE. ON OCTOBER 17, 2012 THE HOME WAS NAMED A NATIONAL HISTORIC LANDMARK. ADDITIONALLY, WE ACTIVELY SEEK ITEMS THAT ARE RELEVANT TO DR. BOB'S HOME AND THE FOUNDING OF AA AND SEEK TO PRESERVE AND DISPLAY THESE ITEMS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.01$1.85$0.28$0.22$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.26$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.68$0.31$0.17$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.05$1.64$0.21$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.05$1.55$0.14$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.07$1.52$0.20$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.06$1.41$0.45$0.15$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.07$1.16$0.22$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.18$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.04$0.65$0.19$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.61$0.15$0.11$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.15$0.12$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.01$0.44$0.09$0.11$0.02