Civic Intelligence

Forever Families Home Study Agency Inc.

990EZ • Fiscal year 2014 • EIN 35-2226134

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 08, 2015

1035 S Semoran Blvd Ste 1045Winter Park, FL 32789

(407) 977-8639

Siviq Scores

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

Liabilities / Assets

99th percentile

8.50x

Higher debt load relative to assets than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$1,283

Down $738 (-37%) from 2013

Net Assets

Up

-$9,618

Up $6,650 (+41%) from 2013

Liabilities

Down

$10,901

Down $7,388 (-40%) from 2013

Revenue

Down

$104,849

Down $2,066 (-1.9%) from 2013

Expenses

Down

$98,199

Down $7,344 (-7.0%) from 2013

Net Income

Up

$6,650

Up $5,278 (+385%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0-$20KAssets 2013: $2,021Liabilities 2013: $18,289Net Assets 2013: -$16,2682013Assets 2014: $1,283Liabilities 2014: $10,901Net Assets 2014: -$9,6182014Assets 2015: $1,355Liabilities 2015: $6,165Net Assets 2015: -$4,8102015Assets 2016: $15,436Liabilities 2016: $5,003Net Assets 2016: $10,4332016Assets 2017: $6,616Liabilities 2017: $0Net Assets 2017: $6,6162017Assets 2018: $62,496Liabilities 2018: $5,628Net Assets 2018: $56,8682018Assets 2019: $12,940Liabilities 2019: $2,366Net Assets 2019: $10,5742019Assets 2020: $4,041Liabilities 2020: $0Net Assets 2020: $4,0412020Assets 2021: $3,724Liabilities 2021: $1,535Net Assets 2021: $2,1892021Assets 2022: $8,959Liabilities 2022: -$12,514Net Assets 2022: $21,4732022Assets 2023: $2,817Liabilities 2023: $2,139Net Assets 2023: $6782023Assets 2024: $8,906Liabilities 2024: $3,971Net Assets 2024: $4,9352024

Highlighted filing

2014

Assets$1,283
Liabilities$10,901
Net Assets-$9,618

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $106,915Expenses 2013: $105,543Net Income 2013: $1,3722013Revenue 2014: $104,849Expenses 2014: $98,199Net Income 2014: $6,6502014Revenue 2015: $68,519Expenses 2015: $63,713Net Income 2015: $4,8062015Revenue 2016: $251,378Expenses 2016: $236,134Net Income 2016: $15,2442016Revenue 2017: $175,383Expenses 2017: $179,200Net Income 2017: -$3,8172017Revenue 2018: $295,214Expenses 2018: $244,962Net Income 2018: $50,2522018Revenue 2019: $208,875Expenses 2019: $255,169Net Income 2019: -$46,2942019Revenue 2020: $118,628Expenses 2020: $125,161Net Income 2020: -$6,5332020Revenue 2021: $120,222Expenses 2021: $122,074Net Income 2021: -$1,8522021Revenue 2022: $377,978Expenses 2022: $358,694Net Income 2022: $19,2842022Revenue 2023: $52,368Expenses 2023: $73,163Net Income 2023: -$20,7952023Revenue 2024: $95,990Expenses 2024: $91,733Net Income 2024: $4,2572024

Highlighted filing

2014

Revenue$104,849
Expenses$98,199
Net Income$6,650
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 8, 2015
Return Version
2014v5.0
Gross Receipts
$104,849
Mission and Program Overview

Mission

The primary exempt purpose is to facilitate adoptions to local families.

Program Services

DescriptionGrantsExpenses
FOREVER FAMILIES HOME STUDY AGENCY, INC. COMPLETED SEVERAL ADOPTIONS DURING THE YEAR. THESE ADOPTIONS COINCIDE WITH THE PRIMARY EXEMPT FUNCTION.-$98,199
FOREVER FAMILIES HOME STUDY AGENCY, INC. COMPLETED SEVERAL ADOPTIONS DURING THE YEAR. THESE ADOPTIONS COINCIDE WITH THE PRIMARY EXEMPT FUNCTION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGOT LOGANDirector-$0--
TAMMY AUSTINSecretary-$0--
JENNIFER KUNITSUGUTreasurer-$0--
TRACEY FELIX-THOMASMember-$0--
CHERIE JOHNSONMember-$0--
Filing and Contact Details

Filer

Filer Name
Forever Families Home Study
EIN
35-2226134
Phone
4079778639
Address
1035 S SEMORAN BLVD STE 1045, WINTER PARK, FL 32789

Signing Officer

Name
Margot Logan
Title
Executive Director
Phone
4079778639
Signed
2015-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Barbery & Associates CPA
Address
1045 PRIMERA BLVD STE 1025, LAKE MARY, FL 32746-2178
Preparer
Laura M Barbery
Phone
4073331293
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

Forever families adoption services

Form 990-ez, Part I, Line 16

Expenses advertising 2,363 3,603 website hosting 418 website development 663 855 2,257 bank service charges 1,460 taxes & licenses 269 telephone 2,363 meals & entertainment 718 auto expense 1,710 merchant fees 200 supplies 185 adoption expense 205 client gift 100 total 17,369

Form 990-ez, Part II, Line 24

Honda 20,427 20,427 less accumulated depreciation 20,427 20,427 total 0 0

Form 990-ez, Part II, Line 26

Unsecured notes and loans payable 13,484 9,590 payoll tax expense 4,405 911 loan from abl 400 400

Form 990-ez, Part III, Line 31

Forever families home study agency, inc. Completed several adoptions during the year. These adoptions coincide with the primary exempt function.

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARGOT LOGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04079778639
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01035 S SEMORAN BLVD STE 1045
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032792
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02021
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01283
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06650
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022127
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02021
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01283
IRS990EZ/GrossReceiptsAmt0104849
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-16268
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-9618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-16268
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-9618
IRS990EZ/OccupancyRentUtltsAndMaintAmt011140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGOT LOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMMY AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER KUNITSUGU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACEY FELIX-THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017369
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE IS TO FACILITATE ADOPTIONS TO LOCAL FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0410
IRS990EZ/ProgramServiceRevenueAmt0104849
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOREVER FAMILIES HOME STUDY AGENCY, INC. COMPLETED SEVERAL ADOPTIONS DURING THE YEAR. THESE ADOPTIONS COINCIDE WITH THE PRIMARY EXEMPT FUNCTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FOREVER FAMILIES HOME STUDY AGENCY, INC. COMPLETED SEVERAL ADOPTIONS DURING THE YEAR. THESE ADOPTIONS COINCIDE WITH THE PRIMARY EXEMPT FUNCTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098199
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt047153
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018289
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010901
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098199
IRS990EZ/TotalProgramServiceExpensesAmt098199
IRS990EZ/TotalRevenueAmt0104849
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FOREVERFAMILIESHOMESTUDIES.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104849
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt068415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt063757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0403986
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0104849
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0403986
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104849
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0403986
IRS990ScheduleA/TotalSupportAmt0403986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOREVER FAMILIES ADOPTION SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 2,363 3,603 WEBSITE HOSTING 418 WEBSITE DEVELOPMENT 663 855 2,257 BANK SERVICE CHARGES 1,460 TAXES & LICENSES 269 TELEPHONE 2,363 MEALS & ENTERTAINMENT 718 AUTO EXPENSE 1,710 MERCHANT FEES 200 SUPPLIES 185 ADOPTION EXPENSE 205 CLIENT GIFT 100 TOTAL 17,369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HONDA 20,427 20,427 LESS ACCUMULATED DEPRECIATION 20,427 20,427 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNSECURED NOTES AND LOANS PAYABLE 13,484 9,590 PAYOLL TAX EXPENSE 4,405 911 LOAN FROM ABL 400 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOREVER FAMILIES HOME STUDY AGENCY, INC. COMPLETED SEVERAL ADOPTIONS DURING THE YEAR. THESE ADOPTIONS COINCIDE WITH THE PRIMARY EXEMPT FUNCTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT LOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04079778639
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREVER FAMILIES HOME STUDY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AGENCY INC
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0352226134
ReturnHeader/Filer/PhoneNum04079778639
ReturnHeader/Filer/USAddress/AddressLine1Txt01035 S SEMORAN BLVD STE 1045
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810587347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBERY & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01045 PRIMERA BLVD STE 1025
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE MARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327462178
ReturnHeader/PreparerPersonGrp/PhoneNum04073331293
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA M BARBERY
ReturnHeader/ReturnTs02015-04-09T15:01:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.04$0.05$0.96$0.92$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.02$0.01$0.52$0.73$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.13$0.21$3.78$3.59$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.02$0.02$1.20$1.22$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.19$1.25$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.02$0.11$2.09$2.55$0.46
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.06$0.57$2.95$2.45$0.50
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$1.75$1.79$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.05$0.10$2.51$2.36$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.06$0.05$0.69$0.64$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.11$0.10$1.05$0.98$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.18$0.16$1.07$1.06$0.01