Civic Intelligence

Lifedesigns Inc

990 • Fiscal year 2019 • EIN 35-1550876

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

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

45th percentile

0.16x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.29x

Higher debt load relative to revenue than 56% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

14th percentile

-14%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$111,660

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

13th percentile

-5.6%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$21,103,644

Down $1,248,402 (-5.6%) from 2018

Net Assets

Down

$17,812,460

Down $1,382,152 (-7.2%) from 2018

Liabilities

Up

$3,291,184

Up $133,750 (+4.2%) from 2018

Revenue

Down

$11,319,063

Down $1,403,168 (-11%) from 2018

Expenses

Up

$12,861,878

Up $213,309 (+1.7%) from 2018

Net Income

Down

-$1,542,815

Down $1,616,477 (-2194%) from 2018

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

2019

Assets$21,103,644
Liabilities$3,291,184
Net Assets$17,812,460

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

2019

Revenue$11,319,063
Expenses$12,861,878
Net Income-$1,542,815
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$11,525,881
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$15,640,725$14,791,600▼ $849,125
Savings and Temporary Cash Investments$3,715,834$3,229,179▼ $486,655
Accounts Receivable$1,363,706$1,421,507▲ $57,801
Investments in Publicly Traded Securities$537,903$631,512▲ $93,609
Prepaid Expenses and Deferred Charges$93,258$71,037▼ $22,221
Cash and Non-Interest-Bearing Accounts$575$575→ $0
Investments Other Securities$100$100→ $0
Total Assets$22,352,046$21,103,644▼ $1,248,402
Other Assets Total$999,945$958,134▼ $41,811
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,047,024$1,997,329▼ $49,695
Accounts Payable and Accrued Expenses$1,108,250$1,291,095▲ $182,845
Deferred Revenue$2,160$2,760▲ $600
Total Liabilities$3,157,434$3,291,184▲ $133,750
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,173,640$15,778,789▼ $1,394,851
Net Assets With Donor Restrictions$2,020,972$2,033,671▲ $12,699
Total Net Assets Fund Balance$19,194,612$17,812,460▼ $1,382,152
Total Liabilities and Net Assets / Fund Balance$22,352,046$21,103,644▼ $1,248,402

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,662,706$4,606,007$14,268,713
Equipment$2,030,014$333,546$2,363,560
Land$2,305,707-$2,305,707
Leasehold Improvements$702,956$261,601$964,557
Other Land Buildings$90,217$192,733$282,950

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$538,003-▲ $93,609-$631,612
2018$551,850-▼ $13,847-$538,003
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell BonannoCEOFT$99,725$11,935$111,660
Heather BagshawChief Talent OfficerFT$79,468$10,030$89,498
Cathy MartinCFOFT$78,477$8,163$86,640

Board Members and Trustees

NameTitle
Sarah BurgessPast President
Tim HightowerPresident
Aaron SmithDirector
Jake MayDirector
Sharon TaylorDirector
Troy WhittingtonDirector
Terry PattersonSecretary
Ed RyanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Elder Care Connections INCTemporary Staffing113 E 19TH ST, Bloomington, IN 47408$182,456
Supportive Community InnovationsBehavioral Services9900 GILMORE RIDGE ROAD, Nashville, IN 47448$128,962
Stone Belt Arc INCBehavioral Services174 E 10TH ST, Bloomington, IN 47408$124,367
Revenue and Support

Revenue Composition

Contributions and Grants
$567,754
Program Service Revenue
$10,683,423
Investment Income
$63,266
Other Revenue
$4,620
All Other Contributions
$139,492
Change in Net Assets
$-1,542,815

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,388,607
Revenue Not Reported on Financial Statements
$-69,544
Revenue Not Reported on Form 990
$172,313
Other Revenue Adjustments
$-69,544
Total Revenue per Audited Statements
$11,560,920
Total Revenue per Form 990
$11,319,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,158,765
Other Expenses$3,703,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,602,961$839,272-$7,442,233
Depreciation Depletion$845,641$104,182-$949,823
Other Employee Benefits$736,589$93,624-$830,213
Fees for Services Other$458,133$107,223-$565,356
Payroll Taxes$495,943$63,037-$558,980
Current Officers, Directors, Trustees, and Key Employees$255,343$32,456-$287,799
Insurance$179,682$49,607-$229,289
Occupancy$182,439$40,713-$223,152
Travel$186,036$9,086-$195,122
All Other Expenses$83,007$52,935-$135,942
Interest$53,146$80,439-$133,585
Fees for Services Accounting$95,714$33,836-$129,550
Other Expenses$95,848$571-$96,419
Advertising$55,210--$55,210
Conferences and Meetings$27,106$14,005-$41,111
Pension Plan Contributions$35,081$4,459-$39,540
Office Expenses$25,391$13,118-$38,509
Fees for Services Legal$2,843$1,005-$3,848
Total Functional Expenses$11,296,913$1,564,965$0$12,861,878

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,943,072
Expenses per Audited Statements$12,861,878
Total Expenses per Form 990$12,861,878
Expenses Not Reported on Form 990$81,194
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 Gross Income$36,702
Fundraising Direct Expenses$36,588
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Week of Chocolate$75,121$29,332$5,687$23,645
Golf Scramble$17,681$7,370$299$7,071
Total Events$92,802$36,702$36,588$114
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, Line 4

The organization's bylaws were updated during the year to reflect the following changes: -there will be a minimum of three board members on the board of directors; -the term and term limits will be three two-year terms;

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

The last formal outside review of compensation was done in 2012. The board of directors approved the salary of the incoming ceo in 2017, based on market analysis and years of experience. All compensation reviews, job descriptions and recommendations for pay changes for all management level employees are handled through the human resources deparment, based on market analysis and review, and any changes are approved by the ceo and/or the board of directors, as required by company policy.

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
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Bonanno
Formed
1982
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
389
Volunteers
69

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 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, 2019 and 2018, 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, 2018. 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 -36,588. Bad debt -32,956.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 36,588. Bad debt 32,956.

Raw XML AppendixShowing 400 of 641 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/AccountsPayableAccrExpnssGrp/BOYAmt01108250
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01291095
IRS990/AccountsReceivableGrp/BOYAmt01363706
IRS990/AccountsReceivableGrp/EOYAmt01421507
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PARTNERING WITH PEOPLE OF ALL AGES AND ABILITIES TO LEAD MEANINGFUL AND ACTIVE LIVES.
IRS990/AdvertisingGrp/ProgramServicesAmt055210
IRS990/AdvertisingGrp/TotalAmt055210
IRS990/AllOtherContributionsAmt0139492
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt052935
IRS990/AllOtherExpensesGrp/ProgramServicesAmt083007
IRS990/AllOtherExpensesGrp/TotalAmt0135942
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI SCHOPMEYER
IRS990/BooksInCareOfDetail/PhoneNum08123329615
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 EAST WINSLOW ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0474018657
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0575
IRS990/CashNonInterestBearingGrp/EOYAmt0575
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032456
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0255343
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0287799
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt014005
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt027106
IRS990/ConferencesMeetingsGrp/TotalAmt041111
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0182456
IRS990/ContractorCompensationGrp/CompensationAmt1128962
IRS990/ContractorCompensationGrp/CompensationAmt2124367
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0113 E 19TH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt19900 GILMORE RIDGE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2174 E 10TH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BLOOMINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NASHVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BLOOMINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd047408
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd147448
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd247408
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ELDER CARE CONNECTIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SUPPORTIVE COMMUNITY INNOVATIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2STONE BELT ARC INC
IRS990/ContractorCompensationGrp/ServicesDesc0TEMPORARY STAFFING
IRS990/ContractorCompensationGrp/ServicesDesc1BEHAVIORAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2BEHAVIORAL SERVICES
IRS990/ContriRptFundraisingEventAmt056100
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0567754
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt063266
IRS990/CYOtherExpensesAmt03703113
IRS990/CYOtherRevenueAmt04620
IRS990/CYProgramServiceRevenueAmt010683423
IRS990/CYRevenuesLessExpensesAmt0-1542815
IRS990/CYSalariesCompEmpBnftPaidAmt09158765
IRS990/CYTotalExpensesAmt012861878
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011319063
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02160
IRS990/DeferredRevenueGrp/EOYAmt02760
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0104182
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0845641
IRS990/DepreciationDepletionGrp/TotalAmt0949823
IRS990/Desc0GROUP HOMES AND SUPPORTED LIVINGLIFEDESIGNS SUPPORTED OVER 200 PEOPLE IN THEIR COMMUNITES TO GAIN INDEPENDENCE; PROVIDED COMMUNITY BASED CONTINUING EDUCATION CLASSES TO 27 CUSTOMERS; CONTINUED TO SUPPORT FORMERLY HOMELESS INDIVIDUALS TO BECOME HOUSED AND BEGIN WORKING ON RECOVERY; HELPED 27 PEOPLE GET JOBS THEY LOVE, EARNING AN AVERAGE OF $11.30 PER HOUR.CONTINUED ON SCHEDULE O RESIDENTIAL SERVICES AT LIFEDESIGNS INCLUDE GROUP HOMES STAFFED 24 HOURS A DAY TO PROVIDE ANY SUPPORT OR GUIDANCE THAT RESIDENTS MAY REQUIRE. SERVICES ARE ALSO PROVIDED TO ASSIST INDIVIDUALS TO PARTICIPATE IN ALL PHASES OF DAILY LIVING, WITH MORE CONTROL OVER THEIR LIVES AND WITH GREATER ACCESS AND PARTICIPATION IN THEIR COMMUNITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02020972
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02033671
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0389
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09706116
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt033836
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt095714
IRS990/FeesForServicesAccountingGrp/TotalAmt0129550
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01005
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02843
IRS990/FeesForServicesLegalGrp/TotalAmt03848
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0107223
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0458133
IRS990/FeesForServicesOtherGrp/TotalAmt0565356
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt811935
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt98163
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1010030
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM HIGHTOWER
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ED RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH BURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm4JAKE MAY
IRS990/Form990PartVIISectionAGrp/PersonNm5AARON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6SHARON TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm7TROY WHITTINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm8RUSSELL BONANNO
IRS990/Form990PartVIISectionAGrp/PersonNm9CATHY MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER 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/ReportableCompFromOrgAmt899725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt978477
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1079468
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF TALENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt056100
IRS990/FundraisingDirectExpensesAmt036588
IRS990/FundraisingGrossIncomeAmt036702
IRS990/GainOrLossGrp/OtherAmt012985
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0372162
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0183215
IRS990/GrossReceiptsAmt011525881
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt049607
IRS990/InsuranceGrp/ProgramServicesAmt0179682
IRS990/InsuranceGrp/TotalAmt0229289
IRS990/InterestGrp/ManagementAndGeneralAmt080439
IRS990/InterestGrp/ProgramServicesAmt053146
IRS990/InterestGrp/TotalAmt0133585
IRS990/InvestmentIncomeGrp/ExclusionAmt050281
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050281
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0100
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0100
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0537903
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0631512
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05393887
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015640725
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014791600
IRS990/LandBldgEquipCostOrOtherBssAmt020185487
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0170230
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/BOYAmt02047024
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01997329
IRS990/NetAssetsOrFundBalancesBOYAmt019194612
IRS990/NetAssetsOrFundBalancesEOYAmt017812460
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012985
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012985
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0114
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0114
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0160663
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017173640
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015778789
IRS990/NoncashContributionsAmt02500
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040713
IRS990/OccupancyGrp/ProgramServicesAmt0182439
IRS990/OccupancyGrp/TotalAmt0223152
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013118
IRS990/OfficeExpensesGrp/ProgramServicesAmt025391
IRS990/OfficeExpensesGrp/TotalAmt038509
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0999945
IRS990/OtherAssetsTotalGrp/EOYAmt0958134
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093624
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0736589
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0830213
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1DAY SERVICE EXPENSE
IRS990/OtherExpensesGrp/Desc2PROVIDER ASSESSMENT
IRS990/OtherExpensesGrp/Desc3FOOD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025397
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1571
IRS990/OtherExpensesGrp/ProgramServicesAmt0443833
IRS990/OtherExpensesGrp/ProgramServicesAmt1260945
IRS990/OtherExpensesGrp/ProgramServicesAmt2176022
IRS990/OtherExpensesGrp/ProgramServicesAmt395848
IRS990/OtherExpensesGrp/TotalAmt0469230
IRS990/OtherExpensesGrp/TotalAmt1260945
IRS990/OtherExpensesGrp/TotalAmt2176022
IRS990/OtherExpensesGrp/TotalAmt396419
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04506
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04506
IRS990/OtherRevenueTotalAmt04506
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0839272
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06602961
IRS990/OtherSalariesAndWagesGrp/TotalAmt07442233
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt063037
IRS990/PayrollTaxesGrp/ProgramServicesAmt0495943
IRS990/PayrollTaxesGrp/TotalAmt0558980
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04459
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt035081
IRS990/PensionPlanContributionsGrp/TotalAmt039540
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt093258
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071037
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/RelatedOrExemptFuncIncomeAmt07062890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12884387
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2736146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07062890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12884387
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2736146
IRS990/ProgSrvcAccomActy2Grp/Desc0HOUSING 84 AFFORDABLE AND ACCESSIBLE HOUSING UNITS SERVE 98 PEOPLE. SERVICES ARE PROVIDED IN ATTRACTIVE COMMUNITES CLOSE TO MANY AMMENITIES. MOST TENANTS HAVE LIVED IN OUR UNITS FOR OVER TWO YEARS. OUR TENANT SURVEY SHOWS 86% SATISFACTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01590797
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0736146
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0763019
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036110
IRS990/PYOtherExpensesAmt03909529
IRS990/PYOtherRevenueAmt0105258
IRS990/PYProgramServiceRevenueAmt011817844
IRS990/PYRevenuesLessExpensesAmt073662
IRS990/PYSalariesCompEmpBnftPaidAmt08739040
IRS990/PYTotalExpensesAmt012648569
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012722231
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1542815
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09947277
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03715834
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03229179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0567754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0785194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02256224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0647004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0501590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04757766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021914
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0147324
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt055871957
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0105258
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt051988
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt038310
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035674
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0235850
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92550
IRS990ScheduleA/PublicSupportPY170Pct00.92590
IRS990ScheduleA/PublicSupportTotal170Amt04757766
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0567754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0785194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02256224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0647004
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0501590
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04757766
IRS990ScheduleA/TotalSupportAmt05140940
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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