Civic Intelligence

Kaiser Home Support Services Inc.

990 • Fiscal year 2014 • EIN 35-1509145

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization ProfileN/A
1913 Unruh Court47150

(812) 945-6868

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$92,369

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$23,567,628

Up $1,656,566 (+7.6%) from 2013

Net Assets

Up

$23,567,628

Up $1,656,566 (+7.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin82nd percentile

Revenue

$5,517,701

No earlier filing loaded for comparison.

Expenses

Down

$4,054,325

Down $281,773 (-6.5%) from 2013

Net Income

$1,463,376

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$30M$20M$10M$0Assets 2010: $7,874,873Liabilities 2010: $0Net Assets 2010: $7,874,8732010Assets 2011: $17,271,732Liabilities 2011: $29,451Net Assets 2011: $17,242,2812011Assets 2012: $19,536,627Liabilities 2012: $36,017Net Assets 2012: $19,500,6102012Assets 2013: $21,911,062Liabilities 2013: $0Net Assets 2013: $21,911,0622013Assets 2014: $23,567,628Liabilities 2014: $0Net Assets 2014: $23,567,6282014Assets 2015: $25,631,621Liabilities 2015: $2,231,571Net Assets 2015: $23,400,0502015Assets 2016: $26,150,289Liabilities 2016: $2,000,798Net Assets 2016: $24,149,4912016Assets 2017: $26,327,098Liabilities 2017: $1,623,993Net Assets 2017: $24,703,1052017Assets 2018: $25,992,135Liabilities 2018: $1,387,173Net Assets 2018: $24,604,9622018Assets 2019: $26,502,412Liabilities 2019: $1,788,143Net Assets 2019: $24,714,2692019Assets 2020: $24,714,292Liabilities 2020: $744,873Net Assets 2020: $23,969,4192020Assets 2021: $26,735,451Liabilities 2021: $275,985Net Assets 2021: $26,459,4662021Assets 2022: $24,098,483Liabilities 2022: $0Net Assets 2022: $24,098,4832022Assets 2023: $24,090,552Liabilities 2023: $0Net Assets 2023: $24,090,5522023Assets 2024: $24,374,094Liabilities 2024: $0Net Assets 2024: $24,374,0942024

Highlighted filing

2014

Assets$23,567,628
Liabilities$0
Net Assets$23,567,628
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,694,4662010Expenses 2011: $3,905,7512011Expenses 2012: $3,660,5862012Expenses 2013: $4,336,0982013Revenue 2014: $5,517,701Expenses 2014: $4,054,325Net Income 2014: $1,463,3762014Revenue 2015: $3,971,124Expenses 2015: $3,882,486Net Income 2015: $88,6382015Revenue 2016: $3,784,692Expenses 2016: $3,360,910Net Income 2016: $423,7822016Revenue 2017: $3,747,017Expenses 2017: $3,564,470Net Income 2017: $182,5472017Revenue 2018: $3,333,784Expenses 2018: $3,208,027Net Income 2018: $125,7572018Revenue 2019: $3,054,923Expenses 2019: $3,151,693Net Income 2019: -$96,7702019Revenue 2020: $2,651,598Expenses 2020: $2,757,041Net Income 2020: -$105,4432020Revenue 2021: $2,044,926Expenses 2021: $1,944,331Net Income 2021: $100,5952021Revenue 2022: $2,874,487Expenses 2022: $2,028,370Net Income 2022: $846,1172022Revenue 2023: $2,045,690Expenses 2023: $2,174,399Net Income 2023: -$128,7092023Revenue 2024: $1,715,972Expenses 2024: $2,186,364Net Income 2024: -$470,3922024

Highlighted filing

2014

Revenue$5,517,701
Expenses$4,054,325
Net Income$1,463,376
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$21,060,132
Mission and Program Overview

Mission

To compassionately empower people of all ages and abilities in achieving greater independence, increased community integration, and personal growth in a manner that responds to their own choices, needs and cultural values.

To compassionately support elderly and developmentally disabled individuals in achieving greater independence, increased community integration and personal growth in a manner that responds to their needs and cultural values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,911,062$23,567,628▲ $1,656,566
Investments in Publicly Traded Securities$12,539,885$16,232,882▲ $3,692,997
Land, Buildings, and Equipment, Net$4,688,860$4,615,226▼ $73,634
Cash and Non-Interest-Bearing Accounts$731,252$1,422,514▲ $691,262
Savings and Temporary Cash Investments$3,669,245$750,154▼ $2,919,091
Investments Other Securities$281,820$546,852▲ $265,032
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$21,911,062$23,567,628▲ $1,656,566
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,911,062$23,567,628▲ $1,656,566
Total Liabilities and Net Assets / Fund Balance$21,911,062$23,567,628▲ $1,656,566

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,812,434$551,768$3,364,202
Land$1,676,181-$1,676,181
Equipment$126,611$67,812$194,423
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Janee WilliamsPast Chief Financial OfficerFT$92,369$92,369
Valerie SmithCo-executive DirectorFT$87,214$87,214

Board Members and Trustees

NameTitle
David SteppPresident
Bruce HollandVice President
Annette Sutherland-lutherCo-executive Director
Margie KnoopDirector
Roseann ServersonDirector
Jennifer MckenzieChief Financial Officer
Jerry WestfallSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,118,983
Investment Income
$1,241,914
Other Revenue
$156,804
Change in Net Assets
$1,463,376

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,517,701
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$201,518
Total Revenue per Audited Statements
$5,719,219
Total Revenue per Form 990
$5,517,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,266,802
Other Expenses$787,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,448,739$286,067-$2,734,806
Payroll Taxes$228,872$43,303-$272,175
Current Officers, Directors, Trustees, and Key Employees-$189,396-$189,396
Depreciation Depletion$133,548$33,387-$166,935
Other Employee Benefits$18,756$51,669-$70,425
Information Technology-$64,756-$64,756
Fees for Services Accounting-$62,603-$62,603
Office Expenses-$51,320-$51,320
All Other Expenses-$33,090-$33,090
Fees for Service Investment Mgmnt Fees-$25,041-$25,041
Occupancy$405$21,834-$22,239
Other Expenses$221,297$21,063-$21,063
Fees for Services Legal-$19,435-$19,435
Travel$11,266$2,067-$13,333
Fees for Services Other-$12,724-$12,724
Advertising$12,491--$12,491
Total Functional Expenses$3,075,374$978,951$0$4,054,325

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,062,653
Expenses per Audited Statements$4,054,325
Total Expenses per Form 990$4,054,325
Expenses Not Reported on Form 990$8,328
Expenses Not Reported on Financial Statements$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of form 990 was provided to the organization's governing body prior to filing.”

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

“The company has the board sign a document that states they do not have a conflict of interest. For the employees, it is stated in the employee handbook if a conflict of interest arises, they are supposed to immediately inform their supervisor. This is also discussed at the employee orientation.”

Form 990, Part VI, Section B, Line 15

“The board of directors reviews the compensation computation for management personnel taking into consideration the economic factors and abilities of each employee”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
35-1509145
Phone
8129456868

Signing Officer

Name
Annette Sutherland-luther
Title
Co-executive Director
Phone
8129456868
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annette Sutherland-luther
Formed
1982
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
347
Volunteers
0

Preparer

Preparer
Jeremy M Finn CPA
Phone
8129452311
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The company uses the modified cash basis of accounting”

FORM 990, PART XII, LINE 2C:

“No changes to this process have been made during the current year.”

Financial Statement Notes

PART X, LINE 2:

“The organization has implemented the accounting guidance for uncertainty in income taxes. Under that guidance, tax positions need to be recognized in the financial statements when it is more-likely-than-not the position will be sustained upon examination by the tax authorities. As of june 30, 2014, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The organization files federal and indiana income tax returns. Returns filed in these jurisdictions for the tax years ended on or after june 30, 2011 are subject to examination by the relevant taxing authorities. The organization is not currently being examined and management believes its tax-exempt status would be upheld under examination.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 8,328.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 8,328.”

Raw XML AppendixShowing 400 of 434 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO COMPASSIONATELY SUPPORT ELDERLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS IN ACHIEVING GREATER INDEPENDENCE, INCREASED COMMUNITY INTEGRATION AND PERSONAL GROWTH IN A MANNER THAT RESPONDS TO THEIR NEEDS AND CULTURAL VALUES.
IRS990/AdvertisingGrp/ProgramServicesAmt012491
IRS990/AdvertisingGrp/TotalAmt012491
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt033090
IRS990/AllOtherExpensesGrp/TotalAmt033090
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JENNIFER MCKENZIE
IRS990/BooksInCareOfDetail/PhoneNum08129456868
IRS990/BooksInCareOfDetail/USAddress/AddressLine101913 UNRUH COURT
IRS990/BooksInCareOfDetail/USAddress/City0NEW ALBANY
IRS990/BooksInCareOfDetail/USAddress/State0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode047150
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0731252
IRS990/CashNonInterestBearingGrp/EOYAmt01422514
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0189396
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0189396
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01241914
IRS990/CYOtherExpensesAmt0787523
IRS990/CYOtherRevenueAmt0156804
IRS990/CYProgramServiceRevenueAmt04118983
IRS990/CYRevenuesLessExpensesAmt01463376
IRS990/CYSalariesCompEmpBnftPaidAmt03266802
IRS990/CYTotalExpensesAmt04054325
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05517701
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt033387
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0133548
IRS990/DepreciationDepletionGrp/TotalAmt0166935
IRS990/Desc0PROVIDING RESPITE, ATTENDANT CARE, HOMEMAKING AND REHABILITATIVE SERVICES FOR ELDERLY, PHYSICALLY DISABLED AND DEVELOPMENTALLY CHALLENGED INDIVIDUALS AND THEIR CAREGIVERS SERVING APPROXIMATELY 250 CLIENTS. THESE SERVICES INCREASE CLIENT'S INDEPENDENCE AND QUALITY OF LIFE AND PROVIDE RESPITE FOR THEIR CAREGIVERS TO MAINTAIN THEIR HEALTH AND WELL BEING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0347
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03075374
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt062603
IRS990/FeesForServicesAccountingGrp/TotalAmt062603
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt019435
IRS990/FeesForServicesLegalGrp/TotalAmt019435
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012724
IRS990/FeesForServicesOtherGrp/TotalAmt012724
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025041
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025041
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE HOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID STEPP
IRS990/Form990PartVIISectionAGrp/PersonNm2JERRY WESTFALL
IRS990/Form990PartVIISectionAGrp/PersonNm3ROSEANN SERVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGIE KNOOP
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNETTE SUTHERLAND-LUTHER
IRS990/Form990PartVIISectionAGrp/PersonNm6JANEE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7VALERIE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER MCKENZIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt692369
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt787214
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0829463
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016363566
IRS990/GrossReceiptsAmt021060132
IRS990/GrossRentsGrp/RealAmt0165122
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt064756
IRS990/InformationTechnologyGrp/TotalAmt064756
IRS990/InvestmentIncomeGrp/ExclusionAmt0412451
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0412451
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0281820
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0546852
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012539885
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016232882
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0619580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04688860
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04615226
IRS990/LandBldgEquipCostOrOtherBssAmt05234806
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt015534103
IRS990/LessRentalExpensesGrp/RealAmt08328
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO COMPASSIONATELY SUPPORT ELDERLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS IN ACHIEVING GREATER INDEPENDENCE, INCREASED COMMUNITY INTEGRATION AND PERSONAL GROWTH IN A MANNER THAT RESPONDS TO THEIR NEEDS AND CULTURAL VALUES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021911062
IRS990/NetAssetsOrFundBalancesEOYAmt023567628
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0829463
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0829463
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0156794
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0156794
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0193190
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt021834
IRS990/OccupancyGrp/ProgramServicesAmt0405
IRS990/OccupancyGrp/TotalAmt022239
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051320
IRS990/OfficeExpensesGrp/TotalAmt051320
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt051669
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018756
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070425
IRS990/OtherExpensesGrp/Desc0INSURANCE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034939
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt126257
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt221063
IRS990/OtherExpensesGrp/ProgramServicesAmt0221297
IRS990/OtherExpensesGrp/TotalAmt0221297
IRS990/OtherExpensesGrp/TotalAmt134939
IRS990/OtherExpensesGrp/TotalAmt226257
IRS990/OtherExpensesGrp/TotalAmt321063
IRS990/OtherRevenueMiscGrp/BusinessCd0624190
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010
IRS990/OtherRevenueTotalAmt010
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0286067
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02448739
IRS990/OtherSalariesAndWagesGrp/TotalAmt02734806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043303
IRS990/PayrollTaxesGrp/ProgramServicesAmt0228872
IRS990/PayrollTaxesGrp/TotalAmt0272175
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANNETTE SUTHERLAND-LUTHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0HOME HEALTH CARE SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04118983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04118983
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0831
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0534431
IRS990/PYOtherExpensesAmt0958210
IRS990/PYOtherRevenueAmt0137567
IRS990/PYProgramServiceRevenueAmt04997869
IRS990/PYRevenuesLessExpensesAmt01334600
IRS990/PYSalariesCompEmpBnftPaidAmt03377888
IRS990/PYTotalExpensesAmt04336098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05670698
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01463376
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0156794
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04948456
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021911062
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023567628
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03669245
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0750154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04118983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04998700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05439504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06342645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07172102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028071934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01241491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0534431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0396021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02171943
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0164868
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0137567
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt062162
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0364597
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91710
IRS990ScheduleA/PublicSupportPY170Pct00.95860
IRS990ScheduleA/PublicSupportTotal170Amt028071934
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04118983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04998700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05439504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06342645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07172102
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028071934
IRS990ScheduleA/TotalSupportAmt030608474
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02812434
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0551768
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03364202
IRS990ScheduleD/EquipmentGrp/BookValueAmt0126611
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067812
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0194423
IRS990ScheduleD/ExpensesNotReportedAmt08328
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04054325
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01676181
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01676181
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0193190
IRS990ScheduleD/OtherExpensesIncludedAmt08328
IRS990ScheduleD/OtherRevenueAmt08328
IRS990ScheduleD/RevenueNotReportedAmt0201518
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05517701
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2014, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES FEDERAL AND INDIANA INCOME TAX RETURNS. RETURNS FILED IN THESE JURISDICTIONS FOR THE TAX YEARS ENDED ON OR AFTER JUNE 30, 2011 ARE SUBJECT TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES. THE ORGANIZATION IS NOT CURRENTLY BEING EXAMINED AND MANAGEMENT BELIEVES ITS TAX-EXEMPT STATUS WOULD BE UPHELD UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES 8,328.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES 8,328.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04615226
IRS990ScheduleD/TotalExpensesPerForm990Amt04054325
IRS990ScheduleD/TotalRevenuePerForm990Amt05517701
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05719219
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04062653
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY HAS THE BOARD SIGN A DOCUMENT THAT STATES THEY DO NOT HAVE A CONFLICT OF INTEREST. FOR THE EMPLOYEES, IT IS STATED IN THE EMPLOYEE HANDBOOK IF A CONFLICT OF INTEREST ARISES, THEY ARE SUPPOSED TO IMMEDIATELY INFORM THEIR SUPERVISOR. THIS IS ALSO DISCUSSED AT THE EMPLOYEE ORIENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION COMPUTATION FOR MANAGEMENT PERSONNEL TAKING INTO CONSIDERATION THE ECONOMIC FACTORS AND ABILITIES OF EACH EMPLOYEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPANY USES THE MODIFIED CASH BASIS OF ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES TO THIS PROCESS HAVE BEEN MADE DURING THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt021911062
IRS990/TotalAssetsEOYAmt023567628
IRS990/TotalAssetsGrp/BOYAmt021911062
IRS990/TotalAssetsGrp/EOYAmt023567628
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0347
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0978951
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03075374
IRS990/TotalFunctionalExpensesGrp/TotalAmt04054325
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021911062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023567628
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03075374
IRS990/TotalProgramServiceRevenueAmt04118983
IRS990/TotalReportableCompFromOrgAmt0179583
IRS990/TotalRevenueGrp/ExclusionAmt0569245
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04948456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05517701
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021911062
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023567628
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02067
IRS990/TravelGrp/ProgramServicesAmt011266
IRS990/TravelGrp/TotalAmt013333
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101913 UNRUH COURT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,567,628
Liabilities
$0
Net assets
$23,567,628
Revenue
$5,517,701
Expenses
$4,054,325
Net income
$1,463,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.72$2.19$0.47
2023Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$2.05$2.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$2.87$2.03$0.85
2021Detailed filing. Detailed filing data is available for this year.$26.7$0.28$26.5$2.04$1.94$0.10
2020Detailed filing. Detailed filing data is available for this year.$24.7$0.74$24.0$2.65$2.76$0.11
2019Detailed filing. Detailed filing data is available for this year.$26.5$1.79$24.7$3.05$3.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$26.0$1.39$24.6$3.33$3.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$26.3$1.62$24.7$3.75$3.56$0.18
2016Detailed filing. Detailed filing data is available for this year.$26.2$2.00$24.1$3.78$3.36$0.42
2015Detailed filing. Detailed filing data is available for this year.$25.6$2.23$23.4$3.97$3.88$0.09
2014Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$5.52$4.05$1.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.00$21.9$4.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.04$19.5$3.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.03$17.2$3.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$0.00$7.87$2.69