Civic Intelligence

Safely Home Inc.

990 • Fiscal year 2020 • EIN 34-1786311

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 10, 2021

121 Center RoadBedford, OH 44146

(440) 232-9310

Siviq Scores

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

Liabilities / Assets

69th percentile

0.28x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.28x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$147,022

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,491,862

Up $527,778 (+27%) from 2019

Net Assets

Up

$1,783,555

Up $259,203 (+17%) from 2019

Liabilities

Up

$708,307

Up $268,575 (+61%) from 2019

Revenue

Up

$2,529,026

Up $295,767 (+13%) from 2019

Expenses

Up

$2,269,823

Up $72,582 (+3.3%) from 2019

Net Income

Up

$259,203

Up $223,185 (+620%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,755,931Liabilities 2010: $689,943Net Assets 2010: $1,065,9882010Assets 2011: $1,668,150Liabilities 2011: $594,093Net Assets 2011: $1,074,0572011Assets 2012: $1,674,444Liabilities 2012: $573,771Net Assets 2012: $1,100,6732012Assets 2013: $1,470,003Liabilities 2013: $605,676Net Assets 2013: $864,3272013Assets 2014: $1,437,794Liabilities 2014: $603,210Net Assets 2014: $834,5842014Assets 2015: $1,746,694Liabilities 2015: $540,607Net Assets 2015: $1,206,0872015Assets 2016: $1,724,148Liabilities 2016: $510,664Net Assets 2016: $1,213,4842016Assets 2017: $1,932,614Liabilities 2017: $505,029Net Assets 2017: $1,427,5852017Assets 2018: $1,935,315Liabilities 2018: $446,981Net Assets 2018: $1,488,3342018Assets 2019: $1,964,084Liabilities 2019: $439,732Net Assets 2019: $1,524,3522019Assets 2020: $2,491,862Liabilities 2020: $708,307Net Assets 2020: $1,783,5552020Assets 2021: $2,348,516Liabilities 2021: $498,241Net Assets 2021: $1,850,2752021Assets 2022: $2,292,536Liabilities 2022: $262,764Net Assets 2022: $2,029,7722022Assets 2023: $2,121,459Liabilities 2023: $252,046Net Assets 2023: $1,869,4132023Assets 2024: $2,177,434Liabilities 2024: $275,561Net Assets 2024: $1,901,8732024

Highlighted filing

2020

Assets$2,491,862
Liabilities$708,307
Net Assets$1,783,555

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,790,6312010Expenses 2011: $1,658,9092011Expenses 2012: $1,522,2572012Expenses 2013: $1,441,5142013Revenue 2014: $1,498,338Expenses 2014: $1,545,581Net Income 2014: -$47,2432014Revenue 2015: $2,295,916Expenses 2015: $1,949,413Net Income 2015: $346,5032015Revenue 2016: $1,861,607Expenses 2016: $1,871,279Net Income 2016: -$9,6722016Revenue 2017: $2,379,798Expenses 2017: $2,165,697Net Income 2017: $214,1012017Revenue 2018: $2,140,580Expenses 2018: $2,079,831Net Income 2018: $60,7492018Revenue 2019: $2,233,259Expenses 2019: $2,197,241Net Income 2019: $36,0182019Revenue 2020: $2,529,026Expenses 2020: $2,269,823Net Income 2020: $259,2032020Revenue 2021: $2,586,838Expenses 2021: $2,520,118Net Income 2021: $66,7202021Revenue 2022: $2,748,733Expenses 2022: $2,569,236Net Income 2022: $179,4972022Revenue 2023: $2,526,696Expenses 2023: $2,687,055Net Income 2023: -$160,3592023Revenue 2024: $2,776,632Expenses 2024: $2,656,218Net Income 2024: $120,4142024

Highlighted filing

2020

Revenue$2,529,026
Expenses$2,269,823
Net Income$259,203
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 10, 2021
Return Version
2019v5.0
Gross Receipts
$2,529,026
Mission and Program Overview

Mission

Counseling and educating adolescents, providing a safe home enviroment to adolescents who have graduated from the treatment program and have aged out of the foster care system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$973,612$982,081▲ $8,469
Cash and Non-Interest-Bearing Accounts$317,501$526,744▲ $209,243
Savings and Temporary Cash Investments$200,064$358,289▲ $158,225
Receivables From Officers Etc$313,841$327,392▲ $13,551
Accounts Receivable$144,464$270,777▲ $126,313
Prepaid Expenses and Deferred Charges$13,074$25,079▲ $12,005
Intangible Assets$1,528--
Total Assets$1,964,084$2,491,862▲ $527,778
Other Assets Total-$1,500-
Liabilities
Mortgage Notes Payable Secured by Investment Property$246,922$514,446▲ $267,524
Other Liabilities$172,728$180,641▲ $7,913
Accounts Payable and Accrued Expenses$20,082$13,220▼ $6,862
Total Liabilities$439,732$708,307▲ $268,575
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,524,352$1,783,555▲ $259,203
Total Net Assets Fund Balance$1,524,352$1,783,555▲ $259,203
Total Liabilities and Net Assets / Fund Balance$1,964,084$2,491,862▲ $527,778

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$722,448$442,563$1,165,011
Equipment$139,525$411,072$550,597
Land$120,108-$120,108
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
George PurgertPresident/ceFT$147,022$147,022
Terry PurgertExec. OfficeFT$65,569$65,569

Board Members and Trustees

NameTitle
Emmanuel GloverBoard Chairm
James KilbaneBoard Member
Kathy AltieriBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$6,263
Program Service Revenue
$2,522,619
Investment Income
$144
Other Revenue
$0
All Other Contributions
$6,263
Change in Net Assets
$259,203

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,529,026
Total Revenue per Audited Statements
$2,529,026
Total Revenue per Form 990
$2,529,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,675,823
Other Expenses$594,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,257,565$179,751-$1,437,316
Other Employee Benefits$122,505$19,545-$142,050
Payroll Taxes$73,374$10,487-$83,861
All Other Expenses$74,783$5,979-$80,762
Depreciation Depletion$77,607$3,089-$80,696
Other Expenses$51,805$5,560-$57,365
Occupancy$46,845--$46,845
Information Technology$27,591$7,908-$35,499
Insurance$31,100$1,238-$32,338
Fees for Services Accounting$14,017$7,008-$21,025
Interest$16,320$1,484-$17,804
Pension Plan Contributions$11,021$1,575-$12,596
Conferences and Meetings-$530-$530
Office Expenses-$90-$90
Total Functional Expenses$2,008,986$260,837$0$2,269,823

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,269,823
Total Expenses per Audited Statements$2,269,823
Total Expenses per Form 990$2,269,823
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$313,841$327,392▲ $13,551
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation and Sick Pay$102,716
Accrued Wages$66,464
Accrued Expenses$6,325
Capital Lease Obligation$5,136
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Line 2: george purgert, president and ceo, is married to terry purgert, secretary of board and administrator.

Form 990, Page 6, Part VI, Line 2

George purgert terry purgert pres./ceo sec of board husband and wife

Form 990, Page 6, Part VI, Line 11B

The executive director distributes the 990 to the board for approval prior to filing after it is first reviewed by himself and finance department.

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
Safely Home Inc
EIN
34-1786311
Phone
4402329310
Address
121 CENTER ROAD, BEDFORD, OH 44146

Signing Officer

Name
George Purgert
Title
President/CEO
Phone
4402329310
Signed
2021-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Purgert
Formed
1994
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
3
Employees
52

Preparer

Firm
Cunningham & Associates
Address
60 EAGLE VALLEY CT, BROADVIEW HEIGHTS, OH 44147-2982
Preparer
Dennis Vezzani
Phone
4407171350
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02140530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02373498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01847876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011107626
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02140580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02379798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01861526
IRS990ScheduleA/Total509Grp/TotalAmt011144189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02529026
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01861607
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011144270
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0722448
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0442563
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01165011
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IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0139525
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0411072
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0550597
IRS990ScheduleD/ExpensesSubtotalAmt02269823
IRS990ScheduleD/LandGrp/BookValueAmt0120108
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0120108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt166464
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt35136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION AND SICK PAY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CAPITAL LEASE OBLIGATION
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IRS990ScheduleD/TotalExpensesPerForm990Amt02269823
IRS990ScheduleD/TotalLiabilityAmt0180641
IRS990ScheduleD/TotalRevenuePerForm990Amt02529026
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0COLLATERAL LIFE INSURANCE POLICY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0GEORGE PURGERT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT/CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCHEDULE L, PART II, LOANS TO INTERESTED PERSONS: (A) NAME OF PERSON: GEORGE PURGERT (A) PURPOSE OF LOAN: COLLATERAL LIFE INSURANCE POLICY
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt0327392
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2: GEORGE PURGERT, PRESIDENT AND CEO, IS MARRIED TO TERRY PURGERT, SECRETARY OF BOARD AND ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GEORGE PURGERT TERRY PURGERT PRES./CEO SEC OF BOARD HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR DISTRIBUTES THE 990 TO THE BOARD FOR APPROVAL PRIOR TO FILING AFTER IT IS FIRST REVIEWED BY HIMSELF AND FINANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01964084
IRS990/TotalAssetsEOYAmt02491862
IRS990/TotalAssetsGrp/BOYAmt01964084
IRS990/TotalAssetsGrp/EOYAmt02491862
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IRS990/TotalContributionsAmt06263
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0260837
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02008986
IRS990/TotalFunctionalExpensesGrp/TotalAmt02269823
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0439732
IRS990/TotalLiabilitiesEOYAmt0708307
IRS990/TotalLiabilitiesGrp/BOYAmt0439732
IRS990/TotalLiabilitiesGrp/EOYAmt0708307
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01524352
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01783555
IRS990/TotalProgramServiceExpensesAmt02008986
IRS990/TotalProgramServiceRevenueAmt02522619
IRS990/TotalReportableCompFromOrgAmt0212591
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02522763
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02529026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01964084
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02491862
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE PURGERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04402329310
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAFELY HOME INC
ReturnHeader/Filer/BusinessNameControlTxt0SAFE
ReturnHeader/Filer/EIN0341786311
ReturnHeader/Filer/PhoneNum04402329310
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 CENTER ROAD
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383349378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUNNINGHAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 EAGLE VALLEY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROADVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441472982
ReturnHeader/PreparerPersonGrp/PhoneNum04407171350
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS VEZZANI
ReturnHeader/ReturnTs02021-02-01T11:12:43-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.28$1.90$2.78$2.66$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.25$1.87$2.53$2.69$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.26$2.03$2.75$2.57$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.50$1.85$2.59$2.52$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.71$1.78$2.53$2.27$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.44$1.52$2.23$2.20$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.45$1.49$2.14$2.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.51$1.43$2.38$2.17$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.51$1.21$1.86$1.87$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.54$1.21$2.30$1.95$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.60$0.83$1.50$1.55$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.61$0.86$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.57$1.10$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.59$1.07$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.69$1.07$1.79