Civic Intelligence

Kaiser Home Support Services Inc.

990 • Fiscal year 2020 • EIN 35-1509145

Jul 01, 2019 to Jun 30, 2020 • Filed on May 16, 2021

Organization ProfileN/A
2633 Grantline RdNew Albany, IN 47150

(812) 945-6868

Siviq Scores

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

Liabilities / Assets

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.28x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

26th percentile

-4.0%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

18th percentile

$75,848

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

9th percentile

-6.7%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$24,714,292

Down $1,788,120 (-6.7%) from 2019

Net Assets

Down

$23,969,419

Down $744,850 (-3.0%) from 2019

Liabilities

Down

$744,873

Down $1,043,270 (-58%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin26th percentile

Revenue

Down

$2,651,598

Down $403,325 (-13%) from 2019

Expenses

Down

$2,757,041

Down $394,652 (-13%) from 2019

Net Income

Down

-$105,443

Down $8,673 (-9.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2020

Assets$24,714,292
Liabilities$744,873
Net Assets$23,969,419
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

2020

Revenue$2,651,598
Expenses$2,757,041
Net Income-$105,443
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 16, 2021
Return Version
2019v5.2
Gross Receipts
$3,427,099
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,353,067$17,236,802▼ $1,116,265
Land, Buildings, and Equipment, Net$7,583,422$7,354,991▼ $228,431
Cash and Non-Interest-Bearing Accounts$537,676$104,073▼ $433,603
Savings and Temporary Cash Investments$28,247$18,426▼ $9,821
Total Assets$26,502,412$24,714,292▼ $1,788,120
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,788,143$744,873▼ $1,043,270
Total Liabilities$1,788,143$744,873▼ $1,043,270
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,714,269$23,969,419▼ $744,850
Total Net Assets Fund Balance$24,714,269$23,969,419▼ $744,850
Total Liabilities and Net Assets / Fund Balance$26,502,412$24,714,292▼ $1,788,120

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,287,739$1,291,623$5,579,362
Land$2,718,881-$2,718,881
Equipment$348,371$311,305$659,676
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kelley TroutmanExecutive Director/chief FFT$75,848$75,848
Beth BrownSecretary-$3,000$3,000
Janet MccaddenMember-$3,000$3,000
Lisa NavilleChairperson-$3,000$3,000
Mike JohnsonCo-vice Chairperson-$3,000$3,000
Roseann SeversonCo-vice Chairperson-$3,000$3,000

Board Members and Trustees

NameTitle
Janet SlaughterMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,353
Program Service Revenue
$1,471,184
Investment Income
$927,253
Other Revenue
$251,808
All Other Contributions
$1,353
Change in Net Assets
$-105,443

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,651,598
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-603,564
Total Revenue per Audited Statements
$2,048,034
Total Revenue per Form 990
$2,651,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,811,929
Other Expenses$945,112
Total Fundraising Expense$57,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,387,170$81,088-$1,468,258
Depreciation Depletion$107,455$120,976-$228,431
Current Officers, Directors, Trustees, and Key Employees$25,692$70,654$32,115$128,461
Insurance$108,470$14,205$3,535$126,210
Payroll Taxes$106,040$11,389$2,410$119,839
Information Technology$85,154$15,259$5,086$105,499
Other Employee Benefits$81,529$11,424$2,418$95,371
Occupancy$70,423$12,842$4,401$87,666
Office Expenses$46,562$31,712$1,263$79,537
Interest$32,509$6,096$2,032$40,637
Advertising-$32,902-$32,902
All Other Expenses$22,517$5,080$549$28,146
Fees for Services Accounting-$24,846-$24,846
Other Expenses$42,472$18,000$248$18,000
Travel$4,767$512$108$5,387
Fees for Services Legal-$1,667-$1,667
Total Functional Expenses$2,188,340$511,183$57,518$2,757,041

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,792,884
Expenses per Audited Statements$2,757,041
Total Expenses per Form 990$2,757,041
Expenses Not Reported on Form 990$35,843
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
Backup withholding compliance
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
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 11B

“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

Filer Name
Kaiser Home Support Services Inc
EIN
35-1509145
Phone
8129456868
Address
2633 GRANTLINE RD, NEW ALBANY, IN 47150

Signing Officer

Name
Kelley Troutman
Title
Executive Director
Phone
8129456868
Signed
2021-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelley Troutman
Formed
1982
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
141
Volunteers
0

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 1407, NEW ALBANY, IN 47151-1407
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”

Part XII, Line 2C

“No changes 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, 2020, 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. 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 35,843.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 35,843.”

Raw XML AppendixShowing 400 of 466 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 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt032902
IRS990/AdvertisingGrp/TotalAmt032902
IRS990/AllOtherContributionsAmt01353
IRS990/AllOtherExpensesGrp/FundraisingAmt0549
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05080
IRS990/AllOtherExpensesGrp/ProgramServicesAmt022517
IRS990/AllOtherExpensesGrp/TotalAmt028146
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLEY TROUTMAN
IRS990/BooksInCareOfDetail/PhoneNum08129456868
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02633 GRANTLINE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW ALBANY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047150
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0537676
IRS990/CashNonInterestBearingGrp/EOYAmt0104073
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt032115
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt070654
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025692
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0128461
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01353
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0927253
IRS990/CYOtherExpensesAmt0945112
IRS990/CYOtherRevenueAmt0251808
IRS990/CYProgramServiceRevenueAmt01471184
IRS990/CYRevenuesLessExpensesAmt0-105443
IRS990/CYSalariesCompEmpBnftPaidAmt01811929
IRS990/CYTotalExpensesAmt02757041
IRS990/CYTotalFundraisingExpenseAmt057518
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02651598
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0120976
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0107455
IRS990/DepreciationDepletionGrp/TotalAmt0228431
IRS990/Desc0PROVIDING RESPITE, ATTENDANT CARE, HOMEMAKING AND REHABILITATIVE SERVICES FOR ELDERLY, PHYSICALLY DISABLED AND DEVELOPMENTALLY CHALLENGED INDIVIDUALS AND THEIR CAREGIVERS SERVING APPROXIMATELY 100 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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0141
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02188340
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024846
IRS990/FeesForServicesAccountingGrp/TotalAmt024846
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01667
IRS990/FeesForServicesLegalGrp/TotalAmt01667
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/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0LISA NAVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ROSEANN SEVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4JANET MCCADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JANET SLAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLEY TROUTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt43000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt675848
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR/CHIEF F
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt035342
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0775000
IRS990/GrossReceiptsAmt03427099
IRS990/GrossRentsGrp/RealAmt0285749
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05086
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt015259
IRS990/InformationTechnologyGrp/ProgramServicesAmt085154
IRS990/InformationTechnologyGrp/TotalAmt0105499
IRS990/InsuranceGrp/FundraisingAmt03535
IRS990/InsuranceGrp/ManagementAndGeneralAmt014205
IRS990/InsuranceGrp/ProgramServicesAmt0108470
IRS990/InsuranceGrp/TotalAmt0126210
IRS990/InterestGrp/FundraisingAmt02032
IRS990/InterestGrp/ManagementAndGeneralAmt06096
IRS990/InterestGrp/ProgramServicesAmt032509
IRS990/InterestGrp/TotalAmt040637
IRS990/InvestmentIncomeGrp/ExclusionAmt0891911
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0891911
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018353067
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017236802
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01602928
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07583422
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07354991
IRS990/LandBldgEquipCostOrOtherBssAmt08957919
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0739658
IRS990/LessRentalExpensesGrp/RealAmt035843
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01788143
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0744873
IRS990/NetAssetsOrFundBalancesBOYAmt024714269
IRS990/NetAssetsOrFundBalancesEOYAmt023969419
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035342
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035342
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0249906
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0249906
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-639407
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt024714269
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt023969419
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04401
IRS990/OccupancyGrp/ManagementAndGeneralAmt012842
IRS990/OccupancyGrp/ProgramServicesAmt070423
IRS990/OccupancyGrp/TotalAmt087666
IRS990/OfficeExpensesGrp/FundraisingAmt01263
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031712
IRS990/OfficeExpensesGrp/ProgramServicesAmt046562
IRS990/OfficeExpensesGrp/TotalAmt079537
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02418
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011424
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt081529
IRS990/OtherEmployeeBenefitsGrp/TotalAmt095371
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2LIBERTY PLACE
IRS990/OtherExpensesGrp/Desc3BOARD STIPENDS
IRS990/OtherExpensesGrp/FundraisingAmt03353
IRS990/OtherExpensesGrp/FundraisingAmt1248
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010105
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt136359
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt318000
IRS990/OtherExpensesGrp/ProgramServicesAmt053778
IRS990/OtherExpensesGrp/ProgramServicesAmt113802
IRS990/OtherExpensesGrp/ProgramServicesAmt242472
IRS990/OtherExpensesGrp/TotalAmt067236
IRS990/OtherExpensesGrp/TotalAmt150409
IRS990/OtherExpensesGrp/TotalAmt248539
IRS990/OtherExpensesGrp/TotalAmt318000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01902
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01902
IRS990/OtherRevenueTotalAmt01902
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt081088
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01387170
IRS990/OtherSalariesAndWagesGrp/TotalAmt01468258
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02410
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011389
IRS990/PayrollTaxesGrp/ProgramServicesAmt0106040
IRS990/PayrollTaxesGrp/TotalAmt0119839
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KELLEY TROUTMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0HOME HEALTH CARE SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01471184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01471184
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04870
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0971118
IRS990/PYOtherExpensesAmt01054721
IRS990/PYOtherRevenueAmt0152055
IRS990/PYProgramServiceRevenueAmt01926880
IRS990/PYRevenuesLessExpensesAmt0-96770
IRS990/PYSalariesCompEmpBnftPaidAmt02096972
IRS990/PYTotalExpensesAmt03151693
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03054923
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-105443
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0249906
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01473086
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028247
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018426
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06223
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0927253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0976589
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0852681
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0735819
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0554529
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04046871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01471184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01926880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02361655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02875942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03069676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011705337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0927253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0976589
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0852681
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0735819
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0554529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04046871
IRS990ScheduleA/InvestmentIncomeCYPct00.24420
IRS990ScheduleA/InvestmentIncomePYPct00.20090
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0251808
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0151453
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0119448
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0135256
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0156423
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0814388
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70670
IRS990ScheduleA/PublicSupportPY509Pct00.75940
IRS990ScheduleA/PublicSupportTotal509Amt011711560
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01472537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01931750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02361655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02875942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03069676
IRS990ScheduleA/Total509Grp/TotalAmt011711560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02651598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03059792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03333784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03747017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03780628
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016572819
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04287739
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01291623
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05579362
IRS990ScheduleD/EquipmentGrp/BookValueAmt0348371
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0311305
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0659676
IRS990ScheduleD/ExpensesNotReportedAmt035843
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02757041
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02718881
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02718881
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-639407
IRS990ScheduleD/OtherExpensesIncludedAmt035843
IRS990ScheduleD/OtherRevenueAmt035843
IRS990ScheduleD/RevenueNotReportedAmt0-603564
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02651598
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, 2020, 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. THE ORGANIZATION IS NOT CURRENTLY BEING EXAMINED AND MANAGEMENT BELIEVES ITS TAX-EXEMPT STATUS WOULD BE UPHELD UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES 35,843.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES 35,843.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07354991
IRS990ScheduleD/TotalExpensesPerForm990Amt02757041
IRS990ScheduleD/TotalRevenuePerForm990Amt02651598
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02048034
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02792884
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 MADE DURING THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/FormAndLineReferenceDesc5PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt026502412
IRS990/TotalAssetsEOYAmt024714292
IRS990/TotalAssetsGrp/BOYAmt026502412
IRS990/TotalAssetsGrp/EOYAmt024714292
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01353
IRS990/TotalEmployeeCnt0141

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,714,292
Liabilities
$744,873
Net assets
$23,969,419
Revenue
$2,651,598
Expenses
$2,757,041
Net income
-$105,443
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