Civic Intelligence

Focus Recovery & Wellness Community

990 • Fiscal year 2018 • EIN 34-1967974

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 28, 2019

509 Trenton AvenueFindlay, OH 45840

(419) 423-5071

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

90th percentile

93%

Faster asset growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$108,130

Up $52,095 (+93%) from 2017

Net Assets

Up

$90,000

Up $41,772 (+87%) from 2017

Liabilities

Up

$18,130

Up $10,323 (+132%) from 2017

Revenue

Up

$290,002

Up $35,657 (+14%) from 2017

Expenses

Down

$282,790

Down $14,611 (-4.9%) from 2017

Net Income

Up

$7,212

Up $50,268 (+117%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $19,844Net Assets 2011: $19,8442011Assets 2012: $21,948Net Assets 2012: $21,9482012Assets 2013: $23,202Liabilities 2013: $1,082Net Assets 2013: $22,1202013Assets 2014: $19,549Liabilities 2014: $592Net Assets 2014: $18,9572014Assets 2015: $171,257Liabilities 2015: $4,493Net Assets 2015: $166,7642015Assets 2016: $62,730Liabilities 2016: $6,006Net Assets 2016: $56,7242016Assets 2017: $56,035Liabilities 2017: $7,807Net Assets 2017: $48,2282017Assets 2018: $108,130Liabilities 2018: $18,130Net Assets 2018: $90,0002018Assets 2019: $239,610Liabilities 2019: $22,712Net Assets 2019: $216,8982019Assets 2020: $299,325Liabilities 2020: $90,181Net Assets 2020: $209,1442020Assets 2021: $297,587Liabilities 2021: $100,269Net Assets 2021: $197,3182021Assets 2022: $278,301Liabilities 2022: $48,884Net Assets 2022: $229,4172022Assets 2023: $250,954Liabilities 2023: $57,812Net Assets 2023: $193,1422023Assets 2024: $386,805Liabilities 2024: $49,725Net Assets 2024: $337,0802024Assets 2025: $641,968Liabilities 2025: $252,319Net Assets 2025: $389,6492025

Highlighted filing

2018

Assets$108,130
Liabilities$18,130
Net Assets$90,000

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $48,348Expenses 2011: $52,477Net Income 2011: -$4,1292011Revenue 2012: $50,673Expenses 2012: $48,569Net Income 2012: $2,1042012Revenue 2013: $62,841Expenses 2013: $62,669Net Income 2013: $1722013Revenue 2014: $64,033Expenses 2014: $67,196Net Income 2014: -$3,1632014Revenue 2015: $227,421Expenses 2015: $105,214Net Income 2015: $122,2072015Revenue 2016: $125,655Expenses 2016: $290,590Net Income 2016: -$164,9352016Revenue 2017: $254,345Expenses 2017: $297,401Net Income 2017: -$43,0562017Revenue 2018: $290,002Expenses 2018: $282,790Net Income 2018: $7,2122018Revenue 2019: $467,026Expenses 2019: $340,128Net Income 2019: $126,8982019Revenue 2020: $521,431Expenses 2020: $529,185Net Income 2020: -$7,7542020Revenue 2021: $595,132Expenses 2021: $606,958Net Income 2021: -$11,8262021Revenue 2022: $757,381Expenses 2022: $727,782Net Income 2022: $29,5992022Revenue 2023: $779,783Expenses 2023: $816,058Net Income 2023: -$36,2752023Revenue 2024: $1,121,578Expenses 2024: $977,640Net Income 2024: $143,9382024Revenue 2025: $1,178,325Expenses 2025: $1,125,756Net Income 2025: $52,5692025

Highlighted filing

2018

Revenue$290,002
Expenses$282,790
Net Income$7,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 28, 2019
Return Version
2017v2.2
Gross Receipts
$290,002
Mission and Program Overview

Mission

Social Interaction for people coping with Substance Abuse or Mental Illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,395$92,047▲ $50,652
Land, Buildings, and Equipment, Net$14,640$12,624▼ $2,016
Prepaid Expenses and Deferred Charges-$2,259-
Accounts Receivable-$1,200-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$56,035$108,130▲ $52,095
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$7,807$18,130▲ $10,323
Total Liabilities$7,807$18,130▲ $10,323
Net Assets / Fund Balance
Unrestricted Net Assets$46,769$53,652▲ $6,883
Temporarily Rstr Net Assets$1,459$36,348▲ $34,889
Total Net Assets Fund Balance$48,228$90,000▲ $41,772
Total Liabilities and Net Assets / Fund Balance$56,035$108,130▲ $52,095

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,454$3,682$12,136
Equipment$4,170$7,527$11,697
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$289,927
Program Service Revenue
$0
Investment Income
$75
Other Revenue
$0
All Other Contributions
$17,918
Change in Net Assets
$7,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$290,002
Revenue Not Reported on Form 990
$34,560
Total Revenue per Audited Statements
$324,562
Total Revenue per Form 990
$290,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$188,759
Other Expenses$94,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,727$63,478-$174,205
Occupancy$43,417$4,824-$48,241
Payroll Taxes$9,242$5,312-$14,554
Fees for Services Accounting$12,060$1,340-$13,400
All Other Expenses$8,249$479-$8,728
Conferences and Meetings$4,469$276-$4,745
Depreciation Depletion$2,509$279-$2,788
Other Expenses$2,329$2,367-$2,329
Fees for Services Other$311$35-$346
Total Functional Expenses$204,400$78,390$0$282,790

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$282,790
Total Expenses per Audited Statements$282,790
Total Expenses per Form 990$282,790
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ask Breakfast$16,549---
Total Events$16,549---
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 is present to the Board prior to filing for their review and approval.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Annual performance review of the Executive Director by the Board of Trustees.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Focus Recovery & Wellness Community
EIN
34-1967974
Phone
4194235071
Address
509 Trenton Avenue, Findlay, OH 45840

Signing Officer

Name
Ellyn Schmiesing
Title
Executive Director
Signed
2019-01-28
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
41

Preparer

Firm
ES Evans and Company
Address
205 West Elm Street, Lima, OH 45801
Preparer
Jennifer J Birkemeier CPA CFE
Phone
4192233075
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1: Change of Accounting Method

During the fiscal year, the Organization adopted a policy to move their accounting from the modified cash basis to accounting principles generally accepted in the United States to better reflect the financial position of the Organization.

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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011209
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014640
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012624
IRS990/LandBldgEquipCostOrOtherBssAmt023833
IRS990/LegalDomicileStateCd0OH
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Social Interaction for people coping with Substance Abuse or Mental Illness.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt048228
IRS990/NetAssetsOrFundBalancesEOYAmt090000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02971
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04824
IRS990/OccupancyGrp/ProgramServicesAmt043417
IRS990/OccupancyGrp/TotalAmt048241
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Special Projects/Events
IRS990/OtherExpensesGrp/Desc1Office Supplies
IRS990/OtherExpensesGrp/Desc2Client Services
IRS990/OtherExpensesGrp/Desc3Residential Housing Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02367
IRS990/OtherExpensesGrp/ProgramServicesAmt05749
IRS990/OtherExpensesGrp/ProgramServicesAmt12367
IRS990/OtherExpensesGrp/ProgramServicesAmt22971
IRS990/OtherExpensesGrp/ProgramServicesAmt32329
IRS990/OtherExpensesGrp/TotalAmt05749
IRS990/OtherExpensesGrp/TotalAmt14734
IRS990/OtherExpensesGrp/TotalAmt22971
IRS990/OtherExpensesGrp/TotalAmt32329
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063478
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110727
IRS990/OtherSalariesAndWagesGrp/TotalAmt0174205
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05312
IRS990/PayrollTaxesGrp/ProgramServicesAmt09242
IRS990/PayrollTaxesGrp/TotalAmt014554
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02259
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide two recovery homes for those in need with mental illness or substance abuse issues.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02329
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0254304
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt041
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt085832
IRS990/PYRevenuesLessExpensesAmt0-43056
IRS990/PYSalariesCompEmpBnftPaidAmt0211569
IRS990/PYTotalExpensesAmt0297401
IRS990/PYTotalRevenueAmt0254345
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07212
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0289927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0254304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0961340
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt034560
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt034560
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt069120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0116
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01030460
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0288864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0227421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064033
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01030460
IRS990ScheduleA/TotalSupportAmt01030576
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt034560
IRS990ScheduleD/EquipmentGrp/BookValueAmt04170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07527
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011697
IRS990ScheduleD/ExpensesSubtotalAmt0282790
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08454
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03682
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012136
IRS990ScheduleD/RevenueNotReportedAmt034560
IRS990ScheduleD/RevenueSubtotalAmt0290002
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012624
IRS990ScheduleD/TotalExpensesPerForm990Amt0282790
IRS990ScheduleD/TotalRevenuePerForm990Amt0290002
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0324562
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0282790
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016549
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016549
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Ask Breakfast
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016549

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.25$0.39$1.18$1.13$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.05$0.34$1.12$0.98$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.06$0.19$0.78$0.82$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.05$0.23$0.76$0.73$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.10$0.20$0.60$0.61$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.09$0.21$0.52$0.53$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.02$0.22$0.47$0.34$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.29$0.28$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.01$0.05$0.25$0.30$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.01$0.06$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.23$0.11$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.06$0.07$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.05$0.05$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.05$0.05$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits