Civic Intelligence

Bona Vista Programs Inc

990 • Fiscal year 2015 • EIN 35-1017753

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 08, 2016

Organization ProfileWWW.BONAVISTA.ORG

View Organization Page

PO Box 2496Kokomo, IN 46904-2496

(765) 457-8273

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.16x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.09x

Higher debt load relative to revenue than 27% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

68th percentile

9.8%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$11,096,042

Up $1,513,173 (+16%) from 2014

Net Assets

Up

$9,284,039

Up $1,533,189 (+20%) from 2014

Liabilities

Down

$1,812,003

Down $20,016 (-1.1%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin68th percentile

Revenue

Up

$19,117,717

Up $2,823,891 (+17%) from 2014

Expenses

Up

$17,239,151

Up $1,444,504 (+9.1%) from 2014

Net Income

Up

$1,878,566

Up $1,379,387 (+276%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30M$20M$10M$0Assets 2011: $9,315,985Liabilities 2011: $3,383,220Net Assets 2011: $5,932,7652011Assets 2012: $9,458,325Liabilities 2012: $2,864,734Net Assets 2012: $6,593,5912012Assets 2013: $9,821,600Liabilities 2013: $2,757,844Net Assets 2013: $7,063,7562013Assets 2014: $9,582,869Liabilities 2014: $1,832,019Net Assets 2014: $7,750,8502014Assets 2015: $11,096,042Liabilities 2015: $1,812,003Net Assets 2015: $9,284,0392015Assets 2016: $11,980,610Liabilities 2016: $1,943,788Net Assets 2016: $10,036,8222016Assets 2017: $12,140,600Liabilities 2017: $1,924,815Net Assets 2017: $10,215,7852017Assets 2018: $13,596,496Liabilities 2018: $2,174,464Net Assets 2018: $11,422,0322018Assets 2019: $13,910,692Liabilities 2019: $2,254,541Net Assets 2019: $11,656,1512019Assets 2020: $17,617,422Liabilities 2020: $4,576,690Net Assets 2020: $13,040,7322020Assets 2021: $19,070,860Liabilities 2021: $4,075,966Net Assets 2021: $14,994,8942021Assets 2022: $20,944,571Liabilities 2022: $0Net Assets 2022: $20,944,5712022Assets 2023: $17,097,560Liabilities 2023: $0Net Assets 2023: $17,097,5602023Assets 2024: $20,832,433Liabilities 2024: $304,533Net Assets 2024: $20,527,9002024

Highlighted filing

2015

Assets$11,096,042
Liabilities$1,812,003
Net Assets$9,284,039
Open 2015 Filing

Operations Trend

Revenue Growth78th percentile

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

$20M$15M$10M$5.0M$0Expenses 2011: $14,943,3782011Expenses 2012: $14,986,3842012Expenses 2013: $15,321,0162013Revenue 2014: $16,293,826Expenses 2014: $15,794,647Net Income 2014: $499,1792014Revenue 2015: $19,117,717Expenses 2015: $17,239,151Net Income 2015: $1,878,5662015Revenue 2016: $19,440,637Expenses 2016: $18,312,221Net Income 2016: $1,128,4162016Revenue 2017: $17,979,089Expenses 2017: $17,855,805Net Income 2017: $123,2842017Revenue 2018: $18,671,159Expenses 2018: $17,395,946Net Income 2018: $1,275,2132018Revenue 2019: $16,933,589Expenses 2019: $16,705,614Net Income 2019: $227,9752019Revenue 2020: $16,798,744Expenses 2020: $14,858,858Net Income 2020: $1,939,8862020Revenue 2021: $15,130,764Expenses 2021: $14,126,668Net Income 2021: $1,004,0962021Revenue 2022: $13,128,143Expenses 2022: $7,645,325Net Income 2022: $5,482,8182022Revenue 2023: $167,781Expenses 2023: $0Net Income 2023: $167,7812023Revenue 2024: $16,606,290Expenses 2024: $13,175,950Net Income 2024: $3,430,3402024

Highlighted filing

2015

Revenue$19,117,717
Expenses$17,239,151
Net Income$1,878,566
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 8, 2016
Return Version
2014v6.0
Gross Receipts
$19,321,631
Mission and Program Overview

Mission

Building the foundation of success for children and adults of all abilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,597,895$5,535,925▼ $61,970
Investments in Publicly Traded Securities$1,838,368$3,822,192▲ $1,983,824
Accounts Receivable$1,684,998$1,122,323▼ $562,675
Savings and Temporary Cash Investments$339,762$359,398▲ $19,636
Pledges and Grants Receivable-$122,257-
Prepaid Expenses and Deferred Charges$96,886$83,088▼ $13,798
Inventories for Sale or Use$19,965$35,924▲ $15,959
Cash and Non-Interest-Bearing Accounts$2,075$2,075→ $0
Total Assets$9,582,869$11,096,042▲ $1,513,173
Other Assets Total$2,920$12,860▲ $9,940
Liabilities
Accounts Payable and Accrued Expenses$1,342,649$1,261,546▼ $81,103
Mortgage Notes Payable Secured by Investment Property$449,468$466,644▲ $17,176
Other Liabilities$39,902$83,813▲ $43,911
Total Liabilities$1,832,019$1,812,003▼ $20,016
Net Assets / Fund Balance
Unrestricted Net Assets$7,021,285$8,389,944▲ $1,368,659
Temporarily Rstr Net Assets$729,565$894,095▲ $164,530
Total Net Assets Fund Balance$7,750,850$9,284,039▲ $1,533,189
Total Liabilities and Net Assets / Fund Balance$9,582,869$11,096,042▲ $1,513,173

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,597,814$5,124,520$9,722,334
Equipment$162,862$1,857,071$2,019,933
Land$685,128-$685,128
Other Land Buildings$90,121-$90,121

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$729,555$164,540--$894,095
2013$432,260$507,667▲ $22,338$232,710$729,555
2012$186,559$221,888▲ $23,813-$432,260
2011$188,276-▼ $1,717-$186,559
2010$156,949-▲ $31,327-$188,276
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill DunnPresidentFT$137,376$16,780$154,156
Shannon CollinsChief Financial OfficerFT$87,858$26,212$114,070

Board Members and Trustees

NameTitle
Ken LucasChairperson
Pedro CastilloVice Chairperson
Chad HowertonBoard Member
David DukesBoard Member
Debbie CookBoard Member
Diana MishlerBoard Member
Joey KimbroughBoard Member
KEVIN O'KEEFEBoard Member
Karen MckinneyBoard Member
Kathy RethlakeBoard Member
Mark JansenBoard Member
Mark KoorsBoard Member
Mike AndersonBoard Member
Rhoda ReyburnBoard Member
Shelly WymanBoard Member
Sherry OttoBoard Member
Tammy CodyBoard Member
Jan DieterlySecretary
Stephen NudgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,588,677
Program Service Revenue
$13,635,491
Investment Income
$392,195
Other Revenue
$501,354
All Other Contributions
$320,950
Change in Net Assets
$1,878,566

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$2,345,370Book Value
Total Noncash Contributions1$2,345,370-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,892,996
Other Expenses$3,346,155
Total Fundraising Expense$137,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,968,757$776,769$95,332$10,840,858
Other Employee Benefits$1,242,405$222,796$5,740$1,470,941
Office Expenses$1,063,864$89,258$2,614$1,155,736
Payroll Taxes$1,031,137$80,886$7,280$1,119,303
Occupancy$692,415$155,363-$847,778
Depreciation Depletion$294,635$71,293$372$366,300
Pension Plan Contributions$202,154$31,422$3,084$236,660
Travel$215,094$11,874$100$227,068
Current Officers, Directors, Trustees, and Key Employees-$225,234-$225,234
Insurance$44,912$34,276-$79,188
All Other Expenses$57,469$5,823$1,661$64,953
Conferences and Meetings$42,780$15,321$140$58,241
Fees for Services Accounting$25,073$32,108-$57,181
Fees for Services Other$18,614$38,000-$56,614
Advertising$15,421$13,417$20,842$49,680
Fees for Services Legal-$26,580-$26,580
Interest$20,881$1,228-$22,109
Other Expenses$17,404$25,372-$17,404
Total Functional Expenses$15,244,966$1,857,020$137,165$17,239,151
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,142
Fundraising Direct Expenses$22,113
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Greatest Spectacle in Tasting$61,833$61,833$7,645$54,188
Run, Walk, & Roll$20,191$20,191$4,651$15,540
Total Events$101,142$94,142$22,113$72,029
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$83,813
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
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, Part VI, Section B, Line 11

“Prior to the filing of the 990 the audit committee and executive committee, acting on behalf of the governing board, review the 990. After approval by the committees, a report is made to the board of directors and a copy is made available for board members to review.”

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

“If a board member has disclosed a conflict, then that board member will be required to abstain from any vote pertaining to the issue. In regards to conflicts that were not disclosed that may arise, the agency will monitor local newspapers for issues regarding board members.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board of directors establishes the compensation of the executive director. The executive director of the agency establishes the compensation of the chief financial officer/controller. Compensation data from similar agencies in the state of indiana is gathered to assist in the determination. Experience, dedication and regard for agency mission are also factors in determining compensation. For the fiscal year, neither officer received an increase in compensation.”

Form 990, Part VI, Section C, Line 19

“The organization does make the governing documents, conflict of interest policy, or financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bona Vista Programs Inc
EIN
35-1017753
Phone
7654578273
Address
PO BOX 2496, KOKOMO, IN 46904-2496

Signing Officer

Name
Jill S Dunn
Title
President
Phone
7654578273
Signed
2016-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill S Dunn
Formed
1958
Legal Domicile
In
Voting Board Members
19
Independent Board Members
19
Employees
1,003
Volunteers
250

Preparer

Firm
Blue & Co LLC
Address
500 N MERIDIAN ST SUITE 200, INDIANAPOLIS, IN 46204
Preparer
Angela N Crawford
Phone
3176334705
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on investments -345,377.”

FORM 990, PART XI, LINE 2C, OVERSIGHT OF AUDIT:

“The board of directors assumes responsibility for oversight of the audit of the financial statements and selection of independent accountant; no processes have changed from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization has temporarily restricted net assets resulting from contributions and other inflows of assets whose use is limited by donor-imposed stipulations that either expire by the passage of time or by actions of the organization. The temporarily restricted net assets are to be used for affordable housing for qualifying tenants.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by bona vista and the foundation and recognize a tax liability if bona vista and the foundation have taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by bona vista and the foundation, and has concluded that as of june 30, 2015 and 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying consolidated financial statements. Bona vista and the foundation are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XI, XII, and XIII

“Are not required since the organization is part of a consolidated financial statement. The consolidated financial statements were audited by an independent accounting firm and prepared in accordance with gaap.”

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IRS990/Form990PartVIISectionAGrp/PersonNm15SHERRY OTTO
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHY RETHLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm17RHODA REYBURN
IRS990/Form990PartVIISectionAGrp/PersonNm18SHELLY WYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19JILL DUNN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt07000
IRS990/FundraisingDirectExpensesAmt022113
IRS990/FundraisingGrossIncomeAmt094142
IRS990/GainOrLossGrp/OtherAmt032046
IRS990/GainOrLossGrp/SecuritiesAmt0300626
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt01774738
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt065078
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0449395
IRS990/GrossReceiptsAmt019321631
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt034276
IRS990/InsuranceGrp/ProgramServicesAmt044912
IRS990/InsuranceGrp/TotalAmt079188
IRS990/InterestGrp/ManagementAndGeneralAmt01228
IRS990/InterestGrp/ProgramServicesAmt020881
IRS990/InterestGrp/TotalAmt022109
IRS990/InventoriesForSaleOrUseGrp/BOYAmt019965
IRS990/InventoriesForSaleOrUseGrp/EOYAmt035924
IRS990/InvestmentIncomeGrp/ExclusionAmt059523
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059523
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01838368
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03822192
IRS990/IRPDocumentCnt032
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06981591
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05597895
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05535925
IRS990/LandBldgEquipCostOrOtherBssAmt012517516
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt033032
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0148769
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0319130
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt089940
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0409070
IRS990/MissionDesc0BUILDING THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS OF ALL ABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0449468
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0466644
IRS990/NetAssetsOrFundBalancesBOYAmt07750850
IRS990/NetAssetsOrFundBalancesEOYAmt09284039
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0332672
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0332672
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt072029
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt072029
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt02345370
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0155363
IRS990/OccupancyGrp/ProgramServicesAmt0692415
IRS990/OccupancyGrp/TotalAmt0847778
IRS990/OfficeExpensesGrp/FundraisingAmt02614
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089258
IRS990/OfficeExpensesGrp/ProgramServicesAmt01063864
IRS990/OfficeExpensesGrp/TotalAmt01155736
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt012860
IRS990/OtherChangesInNetAssetsAmt0-345377
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05740
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0222796
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01242405
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01470941
IRS990/OtherExpensesGrp/Desc0PROVIDER ASSESSMENT
IRS990/OtherExpensesGrp/Desc1DUES & SUB.
IRS990/OtherExpensesGrp/Desc2BAD DEBT
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IRS990/OtherExpensesGrp/ProgramServicesAmt0287229
IRS990/OtherExpensesGrp/ProgramServicesAmt14722
IRS990/OtherExpensesGrp/ProgramServicesAmt217404
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IRS990/OtherExpensesGrp/TotalAmt130094
IRS990/OtherExpensesGrp/TotalAmt217404
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IRS990/OtherLiabilitiesGrp/EOYAmt083813
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0VENDING INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt020255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020255
IRS990/OtherRevenueTotalAmt0429325
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt095332
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0776769
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09968757
IRS990/OtherSalariesAndWagesGrp/TotalAmt010840858
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07280
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt080886
IRS990/PayrollTaxesGrp/ProgramServicesAmt01031137
IRS990/PayrollTaxesGrp/TotalAmt01119303
IRS990/PensionPlanContributionsGrp/FundraisingAmt03084
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt031422
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0202154
IRS990/PensionPlanContributionsGrp/TotalAmt0236660
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0122257
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt096886
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083088
IRS990/PrincipalOfficerNm0JILL S DUNN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013635491
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013635491
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT SERVICES: DEVELOPMENTALLY DELAYED MENTALLY AND PHYSICALLY CHALLENGED ADULTS ARE SERVED BY PROVIDING HABILITATION, WORK, SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES. 830 ADULTS RECEIVED SERVICES DURING THE FISCAL YEAR.

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,096,042
Liabilities
$1,812,003
Net assets
$9,284,039
Revenue
$19,117,717
Expenses
$17,239,151
Net income
$1,878,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.30$20.5$16.6$13.2$3.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$0.17$0.00$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$13.1$7.65$5.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$4.08$15.0$15.1$14.1$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$4.58$13.0$16.8$14.9$1.94
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$2.25$11.7$16.9$16.7$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$2.17$11.4$18.7$17.4$1.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$1.92$10.2$18.0$17.9$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$1.94$10.0$19.4$18.3$1.13
2015Detailed filing. Detailed filing data is available for this year.$11.1$1.81$9.28$19.1$17.2$1.88
2014Detailed filing. Detailed filing data is available for this year.$9.58$1.83$7.75$16.3$15.8$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$2.76$7.06$15.3
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$2.86$6.59$15.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.32$3.38$5.93$14.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits