Civic Intelligence

Lifedesigns Inc

990 • Fiscal year 2017 • EIN 35-1550876

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

200 East Winslow RoadBloomington, IN 47401-8657

(812) 332-9615

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.15x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.24x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

66th percentile

8.8%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$116,572

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

94th percentile

49%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$21,901,887

Up $7,209,764 (+49%) from 2016

Net Assets

Up

$18,608,325

Up $7,129,293 (+62%) from 2016

Liabilities

Up

$3,293,562

Up $80,471 (+2.5%) from 2016

Revenue

Up

$13,539,927

Up $1,604,883 (+13%) from 2016

Expenses

Up

$12,350,218

Up $313,137 (+2.6%) from 2016

Net Income

Up

$1,189,709

Up $1,291,746 (+1266%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $4,096,553Liabilities 2010: $865,648Net Assets 2010: $3,230,9052010Assets 2011: $4,122,341Liabilities 2011: $822,346Net Assets 2011: $3,299,9952011Assets 2013: $15,019,904Liabilities 2013: $6,313,146Net Assets 2013: $8,706,7582013Assets 2014: $14,974,395Liabilities 2014: $3,483,218Net Assets 2014: $11,491,1772014Assets 2015: $14,795,429Liabilities 2015: $3,191,976Net Assets 2015: $11,603,4532015Assets 2016: $14,692,123Liabilities 2016: $3,213,091Net Assets 2016: $11,479,0322016Assets 2017: $21,901,887Liabilities 2017: $3,293,562Net Assets 2017: $18,608,3252017Assets 2018: $22,352,046Liabilities 2018: $3,157,434Net Assets 2018: $19,194,6122018Assets 2019: $21,103,644Liabilities 2019: $3,291,184Net Assets 2019: $17,812,4602019Assets 2020: $18,015,889Liabilities 2020: $2,625,532Net Assets 2020: $15,390,3572020Assets 2021: $12,506,879Liabilities 2021: $2,158,691Net Assets 2021: $10,348,1882021Assets 2022: $12,175,736Liabilities 2022: $1,804,615Net Assets 2022: $10,371,1212022Assets 2023: $860,100Liabilities 2023: $42,724Net Assets 2023: $817,3762023Assets 2024: $950,100Liabilities 2024: $103,349Net Assets 2024: $846,7512024

Highlighted filing

2017

Assets$21,901,887
Liabilities$3,293,562
Net Assets$18,608,325

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,632,8872010Expenses 2011: $6,970,6362011Revenue 2013: $11,224,123Expenses 2013: $10,772,520Net Income 2013: $451,6032013Revenue 2014: $11,275,803Expenses 2014: $11,605,055Net Income 2014: -$329,2522014Revenue 2015: $11,434,759Expenses 2015: $11,647,304Net Income 2015: -$212,5452015Revenue 2016: $11,935,044Expenses 2016: $12,037,081Net Income 2016: -$102,0372016Revenue 2017: $13,539,927Expenses 2017: $12,350,218Net Income 2017: $1,189,7092017Revenue 2018: $12,722,231Expenses 2018: $12,648,569Net Income 2018: $73,6622018Revenue 2019: $11,319,063Expenses 2019: $12,861,878Net Income 2019: -$1,542,8152019Revenue 2020: $12,786,742Expenses 2020: $12,332,771Net Income 2020: $453,9712020Revenue 2021: $10,047,462Expenses 2021: $10,607,511Net Income 2021: -$560,0492021Revenue 2022: $8,218,665Expenses 2022: $8,167,497Net Income 2022: $51,1682022Revenue 2023: $3,869,610Expenses 2023: $2,982,099Net Income 2023: $887,5112023Revenue 2024: $3,373,326Expenses 2024: $3,343,951Net Income 2024: $29,3752024

Highlighted filing

2017

Revenue$13,539,927
Expenses$12,350,218
Net Income$1,189,709
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$13,688,610
Mission and Program Overview

Mission

To partner with people of all ages and abilities to lead meaningful and active lives.

Partnering with people of all ages and abilities to lead meaningful and active lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,251,383$15,808,884▲ $6,557,501
Savings and Temporary Cash Investments$3,470,763$4,098,978▲ $628,215
Accounts Receivable$885,847$872,614▼ $13,233
Investments in Publicly Traded Securities$497,225$551,750▲ $54,525
Prepaid Expenses and Deferred Charges$60,149$48,390▼ $11,759
Cash and Non-Interest-Bearing Accounts$1,390$430▼ $960
Investments Other Securities$100$100→ $0
Total Assets$14,692,123$21,901,887▲ $7,209,764
Other Assets Total$525,266$520,741▼ $4,525
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,148,441$2,218,416▲ $69,975
Accounts Payable and Accrued Expenses$1,052,166$1,068,946▲ $16,780
Deferred Revenue$12,484$6,200▼ $6,284
Total Liabilities$3,213,091$3,293,562▲ $80,471
Net Assets / Fund Balance
Unrestricted Net Assets$11,440,239$16,859,105▲ $5,418,866
Temporarily Rstr Net Assets$9,912$1,720,339▲ $1,710,427
Permanently Rstr Net Assets$28,881$28,881→ $0
Total Net Assets Fund Balance$11,479,032$18,608,325▲ $7,129,293
Total Liabilities and Net Assets / Fund Balance$14,692,123$21,901,887▲ $7,209,764

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,702,873$2,851,698$15,554,571
Land$1,565,707-$1,565,707
Equipment$1,018,729$402,938$1,421,667
Leasehold Improvements$416,893$220,707$637,600
Other Land Buildings$104,682$151,540$256,222

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$497,325-▲ $54,525-$551,850
2016$496,568$4,327▼ $3,570-$497,325
2015$509,101$22,970▼ $35,503-$496,568
2014$477,769$10,068▲ $21,264-$509,101
2013$399,072$16,854▲ $61,843-$477,769
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan RinneChief Executive OfficerFT$105,968$10,604$116,572
Heather BagshawChief Talent OfficerFT$75,532$6,646$82,178
Kemberly Dailey-johnsonChief Svcs Officer 1/1-9/22/17FT$62,611$5,900$68,511
Cathy MartinCFO 4/24-12/31/17FT$45,936$4,929$50,865
Nancy CrandallCFO 1/1-4/28/17FT$38,399$130$38,529
Russell BonannoCEO 10/23-12/31/17FT$13,462-$13,462

Board Members and Trustees

NameTitle
Vonnie PeischlChair
Becky WannPast Chair
Aaron SmithDirector
Adria NassimDirector
Amber MillerDirector
Aubrey KearneyDirector
Jake MayDirector
Sharon TaylorDirector
Tim HightowerDirector
Kelley WalshSecretary
Sarah BurgessTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Elder Care Connections INCTemporary Staffing113 E 19TH ST, Bloomington, IN 47408$433,352
Supportive Community InnovationsBehavioral Services9900 GILMORE RIDGE ROAD, Nashville, IN 47448$235,094
Revenue and Support

Revenue Composition

Contributions and Grants
$2,256,224
Program Service Revenue
$11,222,647
Investment Income
$11,441
Other Revenue
$49,615
All Other Contributions
$1,871,353
Change in Net Assets
$1,189,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,574,015
Revenue Not Reported on Financial Statements
$-34,088
Revenue Not Reported on Form 990
$74,544
Other Revenue Adjustments
$-34,088
Total Revenue per Audited Statements
$13,648,559
Total Revenue per Form 990
$13,539,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,778,605
Other Expenses$3,571,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,204,352$763,603-$6,967,955
Other Employee Benefits$769,001$104,864-$873,865
Depreciation Depletion$473,535$212,747-$686,282
Payroll Taxes$469,808$64,065-$533,873
Current Officers, Directors, Trustees, and Key Employees$325,700$44,414-$370,114
All Other Expenses$261,024$52,463-$313,487
Travel$247,703$15,172-$262,875
Insurance$144,847$56,329-$201,176
Occupancy$151,269$40,211-$191,480
Other Expenses$183,851$22,253-$183,851
Advertising$81,628$27,816-$109,444
Fees for Services Accounting$28,098$65,561-$93,659
Interest$33,394$54,486-$87,880
Office Expenses$45,947$4,544-$50,491
Conferences and Meetings$18,024$25,645-$43,669
Fees for Services Other$38,991--$38,991
Pension Plan Contributions$28,862$3,936-$32,798
Fees for Services Legal$757$1,767-$2,524
Total Functional Expenses$10,710,786$1,639,432$0$12,350,218

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,384,306
Expenses per Audited Statements$12,350,218
Total Expenses per Form 990$12,350,218
Expenses Not Reported on Form 990$34,088
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,088
Fundraising Gross Income$31,715
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Week of Chocolate$70,506$31,715$7,263$24,452
Total Events$70,506$31,715$34,088$-2,373
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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 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 11B

The board of directors is presented with a copy of the form 990 and a summary of the return before it is filed. The board members are asked to review the form 990 and provide comments. Any questions or concerns are addressed before the return is filed.

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

Every member of the governing body and the officers are required to annually sign a conflict of interest statement and disclose any conflicts of interest. If any conflicts exist, the individual with the conflict will abstain from voting on matters related to the conflict of interest. If a conflict of interest develops during the year, a written statement outlining the details is required to be submitted to the board. The executive director monitors and enforces this.

Form 990, Part VI, Section B, Line 15

During 2012, the organization hired an independent accounting firm to perform a comprehensive compensation review including an analysis of job descriptions, comparability data, and recommendations for pay rates. This data was incorporated into our compensation system. The policy committee reviewed the recommendations and approved the pay ranges and adjustments. The board approved the changes to the compensation system based on the review and the recommendation of the policy committee. The review studied the salaries of the top management official and top financial official. The decisions are documented. This process was last undertaken in 2012.

Form 990, Part VI, Section C, Line 19

The organization's financial statements are available to the general public. The governing documents are kept in the office of the cfo and are available upon request. The public is notified of this on lifedesign's website. The conflict of interest policy is not made publicly available.

Filing and Contact Details

Filer

Filer Name
Lifedesigns Inc
EIN
35-1550876
Phone
8123329615
Address
200 EAST WINSLOW ROAD, BLOOMINGTON, IN 47401-8657

Signing Officer

Name
Russell Bonanno
Title
Chief Executive Officer
Phone
8123329615
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Bonanno
Formed
1982
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
401
Volunteers
56

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Capital contribution 5,865,040.

Form 990, Part XII, Line 2C

The procedures the audit committee takes annually did not change from prior year.

Financial Statement Notes

PART V, LINE 4:

The board of directors established an endowment fund in 2002 to celebrate the 20th anniversary of the organization. The purpose of the fund is to enhance lifedesign's mission to partner with people with disabilities and our communities to bring about self-directed and enriched lives through information, education, and support.

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by lifedesigns and recognize a tax liability if lifedesigns has 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 lifedesigns, and has concluded that as of december 31, 2017 and 2016, 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. Lifedesigns is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Lifedesigns filed its federal and state income tax returns for periods through december 31, 2016. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special event expenses -34,088.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 34,088.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1110604
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt144929
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt155900
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166646
IRS990/Form990PartVIISectionAGrp/PersonNm0VONNIE PEISCHL
IRS990/Form990PartVIISectionAGrp/PersonNm1BECKY WANN
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLEY WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH BURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm4AUBREY KEARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ADRIA NASSIM
IRS990/Form990PartVIISectionAGrp/PersonNm6AMBER MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAKE MAY
IRS990/Form990PartVIISectionAGrp/PersonNm8TIM HIGHTOWER
IRS990/Form990PartVIISectionAGrp/PersonNm9AARON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10SHARON TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN RINNE
IRS990/Form990PartVIISectionAGrp/PersonNm12RUSSELL BONANNO
IRS990/Form990PartVIISectionAGrp/PersonNm13NANCY CRANDALL
IRS990/Form990PartVIISectionAGrp/PersonNm14CATHY MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm15KEMBERLY DAILEY-JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm16HEATHER BAGSHAW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11105968
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1213462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1338399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1445936
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1562611
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1675532
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO 10/23-12/31/17
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO 1/1-4/28/17
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO 4/24-12/31/17
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF SVCS OFFICER 1/1-9/22/17
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF TALENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt038791
IRS990/FundraisingDirectExpensesAmt034088
IRS990/FundraisingGrossIncomeAmt031715
IRS990/GainOrLossGrp/OtherAmt0-4095
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0346080
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0110500
IRS990/GrossReceiptsAmt013688610
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt056329
IRS990/InsuranceGrp/ProgramServicesAmt0144847
IRS990/InsuranceGrp/TotalAmt0201176
IRS990/InterestGrp/ManagementAndGeneralAmt054486
IRS990/InterestGrp/ProgramServicesAmt033394
IRS990/InterestGrp/TotalAmt087880
IRS990/InvestmentIncomeGrp/ExclusionAmt015536
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015536
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0100
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0100
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0497225
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0551750
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03626883
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09251383
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015808884
IRS990/LandBldgEquipCostOrOtherBssAmt019435767
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0114595
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PARTNERING WITH PEOPLE OF ALL AGES AND ABILITIES TO LEAD MEANINGFUL AND ACTIVE LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02148441
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02218416
IRS990/NetAssetsOrFundBalancesBOYAmt011479032
IRS990/NetAssetsOrFundBalancesEOYAmt018608325
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4095
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4095
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2373
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2373
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt074544
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040211
IRS990/OccupancyGrp/ProgramServicesAmt0151269
IRS990/OccupancyGrp/TotalAmt0191480
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04544
IRS990/OfficeExpensesGrp/ProgramServicesAmt045947
IRS990/OfficeExpensesGrp/TotalAmt050491
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0525266
IRS990/OtherAssetsTotalGrp/EOYAmt0520741
IRS990/OtherChangesInNetAssetsAmt05865040
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0104864
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0769001
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0873865
IRS990/OtherExpensesGrp/Desc0HOUSING RELATED
IRS990/OtherExpensesGrp/Desc1DAY SERVICE EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROVIDER ASSESSMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079556
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122253
IRS990/OtherExpensesGrp/ProgramServicesAmt0714985
IRS990/OtherExpensesGrp/ProgramServicesAmt1262468
IRS990/OtherExpensesGrp/ProgramServicesAmt2226542
IRS990/OtherExpensesGrp/ProgramServicesAmt3183851
IRS990/OtherExpensesGrp/TotalAmt0794541
IRS990/OtherExpensesGrp/TotalAmt1262468
IRS990/OtherExpensesGrp/TotalAmt2248795
IRS990/OtherExpensesGrp/TotalAmt3183851
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt051988
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt051988
IRS990/OtherRevenueTotalAmt051988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0763603
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06204352
IRS990/OtherSalariesAndWagesGrp/TotalAmt06967955
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064065
IRS990/PayrollTaxesGrp/ProgramServicesAmt0469808
IRS990/PayrollTaxesGrp/TotalAmt0533873
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03936
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt028862
IRS990/PensionPlanContributionsGrp/TotalAmt032798
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt028881
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt028881
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060149
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048390
IRS990/PrincipalOfficerNm0RUSSELL BONANNO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENTIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07613775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13237146
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2371726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07613775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13237146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2371726
IRS990/ProgSrvcAccomActy2Grp/Desc0HOUSING - EIGHTY FOUR AFFORDABLE AND ACCESSIBLE HOUSING UNITS SERVE EIGHTY SIX PEOPLE. SERVICES ARE PROVIDED IN ATTRACTIVE COMMUNITIES CLOSE TO MANY AMMENITIES. MOST TENANTS HAVE LIVED IN OUR UNITS FOR OVER TWO YEARS. OUR TENANT SURVEY SHOWS 80% SATISFACTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0180523
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0371726
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0647004
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034580
IRS990/PYOtherExpensesAmt03602046
IRS990/PYOtherRevenueAmt038310
IRS990/PYProgramServiceRevenueAmt011215150
IRS990/PYRevenuesLessExpensesAmt0-102037
IRS990/PYSalariesCompEmpBnftPaidAmt08435035
IRS990/PYTotalExpensesAmt012037081
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011935044
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01189709
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010850921
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03470763
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04098978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02256224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0647004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0501590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0543634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01326637

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.10$0.85$3.37$3.34$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.04$0.82$3.87$2.98$0.89
2022Detailed filing. Detailed filing data is available for this year.$12.2$1.80$10.4$8.22$8.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$12.5$2.16$10.3$10.0$10.6$0.56
2020Detailed filing. Detailed filing data is available for this year.$18.0$2.63$15.4$12.8$12.3$0.45
2019Detailed filing. Detailed filing data is available for this year.$21.1$3.29$17.8$11.3$12.9$1.54
2018Detailed filing. Detailed filing data is available for this year.$22.4$3.16$19.2$12.7$12.6$0.07
2017Detailed filing. Detailed filing data is available for this year.$21.9$3.29$18.6$13.5$12.4$1.19
2016Detailed filing. Detailed filing data is available for this year.$14.7$3.21$11.5$11.9$12.0$0.10
2015Detailed filing. Detailed filing data is available for this year.$14.8$3.19$11.6$11.4$11.6$0.21
2014Detailed filing. Detailed filing data is available for this year.$15.0$3.48$11.5$11.3$11.6$0.33
2013Detailed filing. Detailed filing data is available for this year.$15.0$6.31$8.71$11.2$10.8$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.82$3.30$6.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.87$3.23$7.63