Civic Intelligence

Eric Family Services Inc

EIN 36-3955737 • 501(c)3 • Chicago, IL

Profile

Female group home assisted livingsubstitute child care services and shelterfunded by il dept children and family services (dcfs)clients benefit year round from assisted living

1900 N Austin Ave Suite 205Chicago, IL 60639-5010
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.22x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

46th percentile

2.4%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$65,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

88th percentile

49%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

1.7%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$53,326

Up $17,656 (+49%) from 2015

Liabilities

Down

$64,975

Down $9,989 (-13%) from 2015

Net Assets

Up

-$11,649

Up $27,645 (+70%) from 2015

Revenue

Up

$915,304

Up $15,073 (+1.7%) from 2015

Expenses

Down

$893,209

Down $33,510 (-3.6%) from 2015

Net Income

Up

$22,095

Up $48,583 (+183%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2012: $19,967Liabilities 2012: $35,179Net Assets 2012: -$15,2122012Assets 2015: $35,670Liabilities 2015: $74,964Net Assets 2015: -$39,2942015Assets 2016: $53,326Liabilities 2016: $64,975Net Assets 2016: -$11,6492016

Highlighted filing

2016

Assets$53,326
Liabilities$64,975
Net Assets-$11,649

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $925,9212012Revenue 2015: $900,231Expenses 2015: $926,719Net Income 2015: -$26,4882015Revenue 2016: $915,304Expenses 2016: $893,209Net Income 2016: $22,0952016

Highlighted filing

2016

Revenue$915,304
Expenses$893,209
Net Income$22,095

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 19, 2016
Return Version
2015v3.0
Gross Receipts
$915,304
Mission and Program Overview

Mission

Female group home assisted livingsubstitute child care services and shelterfunded by il dept children and family services (dcfs)clients benefit year round from assisted living

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$64,975-
Loans From Officers Directors$70,000$64,975▼ $5,025
Prepaid Expenses and Deferred Charges$5,550--
Cash and Non-Interest-Bearing Accounts$26,975$-20,344▼ $47,319
Total Assets$41,220$53,326▲ $12,106
Other Assets Total$8,695$8,695→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,964--
Total Liabilities$74,964$64,975▼ $9,989
Net Assets / Fund Balance
Unrestricted Net Assets$-33,744$-11,649▲ $22,095
Total Net Assets Fund Balance$-33,744$-11,649▲ $22,095
Total Liabilities and Net Assets / Fund Balance$41,220$53,326▲ $12,106

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$61,313$61,313
Leasehold Improvements-$900$900
Other Assets Org$8,695--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carolyn LymanAdministrative DirectorFT$65,000$65,000
Jacqueline L Baker-flemingExecutive DirectorPT$36,346$36,346
Adrienne T TerrellExecutive DirectorPT$11,154$11,154

Board Members and Trustees

NameTitle
Crystal BellPresident
Carolyn FlowersDirector
Denise CherryDirector
Lawrence ReavesDirector
Minnie R WatkinsDirector
Rick FoyDirector
Brenda IngramSecretary
Sherman BlackmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,378
Program Service Revenue
$803,951
Investment Income
$0
Other Revenue
$64,975
Change in Net Assets
$22,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$915,304
Total Revenue per Audited Statements
$915,304
Total Revenue per Form 990
$915,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$602,110
Other Expenses$249,529
Grants and Similar Amounts Paid$41,570
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$365,057$20,000-$385,057
Current Officers, Directors, Trustees, and Key Employees$65,500$47,000-$112,500
Occupancy$92,618--$92,618
Payroll Taxes$51,566$8,040-$59,606
Fees for Services Other$55,229--$55,229
Other Employee Benefits$39,104$5,843-$44,947
Grants to Domestic Individuals$41,570--$41,570
Insurance$33,558--$33,558
Fees for Services Accounting$13,753--$13,753
Information Technology$9,824--$9,824
Office Expenses$6,100$3,049-$9,149
Travel$4,961--$4,961
Conferences and Meetings$2,967--$2,967
Other Expenses$1,764$781-$781
Total Functional Expenses$808,496$84,713$0$893,209

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$893,209
Total Expenses per Audited Statements$893,209
Total Expenses per Form 990$893,209
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarships$46,378---
Total Events$46,378---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$70,000$64,975▼ $5,025
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Before the 990 tax return is filed, it is reviewed by the executivedirector, cfo/administrator, and auditor. A copy is provided to theboard for review and approval.

Conflict of interest policy compliance Part VI line 12C

A written conflict of interest policy is monitored and enforced constantly.management and the board meet monthly to discuss possible conflict ofinterest issues that would arise during operations. Due the organizationsize, the clients biological or foster parents interactions, il dcfs, andcase managers certain issues may appear to be in conflict. Organizationactions are directed by government agency (dcfs).

CEO executive director top management comp Part VI line 15A

Management compensation and raises must be approved by the board.compensation is compared to other similar nonprofit agencies.industry data is collected, analyzed, and compared to personnelrecords. Compensation must be budgeted and approved by dcfs.

Other officer or key employee compensation Part VI line 15B

Organization uses the same personnel and compensation policy forevery employee. Each and every year compensation is budgeted bymanagement and approved by the board. Performance evaluations andqualifications are considering factors. Due to cash requirementsand cash resources compensation may be adjusted during the year.

Governing documents etc available to public Part VI line 19

Governing documents are made available to general public at all times.copies are available on the organization website, il attorney generalwebsite, il dcfs website, and upon written request.

Filing and Contact Details

Filer

Filer Name
Eric Family Services Inc
EIN
36-3955737
Address
1900 N AUSTIN AVE SUITE 205, CHICAGO, IL 60639-5010

Signing Officer

Name
Carolyn Lyman
Title
Financial Direc
Phone
7737453742
Signed
2016-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Crystal Bell
Formed
2004
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
34
Volunteers
7

Preparer

Firm
FORTINEAUX & ASSOCIATES CPAs
Address
9730 S WESTERN AVE SUITE 306, EVERGREEN PARK, IL 60805
Preparer
Marlon Fortineaux
Phone
7084250110
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IRS990/PYProgramServiceRevenueAmt0895750
IRS990/PYRevenuesLessExpensesAmt0-20938
IRS990/PYSalariesCompEmpBnftPaidAmt0627514
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt0915304
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0900231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0896918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0918945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0933405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04564803
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0915304
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0900231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0896918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0918945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0933405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04564803
IRS990ScheduleA/TotalSupportAmt04564803
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IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
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IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061313
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061313
IRS990ScheduleD/ExpensesSubtotalAmt0893209
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0900
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08695
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0915304
IRS990ScheduleD/TotalBookValueOtherAssetsAmt08695
IRS990ScheduleD/TotalExpensesPerForm990Amt0893209
IRS990ScheduleD/TotalRevenuePerForm990Amt0915304
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0915304
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0893209
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt046378
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt046378
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLARSHIPS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046378
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt122000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COLLEGE SCHOLARSHIPS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SPECIFIC ASSISTANCE TO INDIVIDUALS LIVING IN GROUP HOMEINCLUDES CASH ASSISTANCE TO MEET PERSONAL NEEDS, STIPENDSTO ATTEND SCHOOL, CLOTHES TO WEAR TO SCHOOL, AND ASSISTEDLIVING NEEDS. ELIGIBILITY IS DETERMINED BY IL DEPT OF CHILDREN AND FAMILY SERVICES. DCFS ASSIGNS THE INDIVIDUALSTO THE GROUP HOME. CASE MANAGERS DETERMINES THE NEEDS OFEACH CLIENT. ALL ARE ELIGIBLE FOR ASSISTANCE DUE TO NATURE OFBEING ASSIGNED TO ORGANIZATION BY A GOVERNMENTAL AGENCY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0WORKING CAPITAL
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt070000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0CAROLYN LYMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FOUNDER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEFORE THE 990 TAX RETURN IS FILED, IT IS REVIEWED BY THE EXECUTIVEDIRECTOR, CFO/ADMINISTRATOR, AND AUDITOR. A COPY IS PROVIDED TO THEBOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A WRITTEN CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED CONSTANTLY.MANAGEMENT AND THE BOARD MEET MONTHLY TO DISCUSS POSSIBLE CONFLICT OFINTEREST ISSUES THAT WOULD ARISE DURING OPERATIONS. DUE THE ORGANIZATIONSIZE, THE CLIENTS BIOLOGICAL OR FOSTER PARENTS INTERACTIONS, IL DCFS, ANDCASE MANAGERS CERTAIN ISSUES MAY APPEAR TO BE IN CONFLICT. ORGANIZATIONACTIONS ARE DIRECTED BY GOVERNMENT AGENCY (DCFS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT COMPENSATION AND RAISES MUST BE APPROVED BY THE BOARD.COMPENSATION IS COMPARED TO OTHER SIMILAR NONPROFIT AGENCIES.INDUSTRY DATA IS COLLECTED, ANALYZED, AND COMPARED TO PERSONNELRECORDS. COMPENSATION MUST BE BUDGETED AND APPROVED BY DCFS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION USES THE SAME PERSONNEL AND COMPENSATION POLICY FOREVERY EMPLOYEE. EACH AND EVERY YEAR COMPENSATION IS BUDGETED BYMANAGEMENT AND APPROVED BY THE BOARD. PERFORMANCE EVALUATIONS ANDQUALIFICATIONS ARE CONSIDERING FACTORS. DUE TO CASH REQUIREMENTSAND CASH RESOURCES COMPENSATION MAY BE ADJUSTED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO GENERAL PUBLIC AT ALL TIMES.COPIES ARE AVAILABLE ON THE ORGANIZATION WEBSITE, IL ATTORNEY GENERALWEBSITE, IL DCFS WEBSITE, AND UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0808496
IRS990/TotalFunctionalExpensesGrp/TotalAmt0893209
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt064975
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-33744
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IRS990/TotalProgramServiceExpensesAmt0808496
IRS990/TotalProgramServiceRevenueAmt0803951
IRS990/TotalReportableCompFromOrgAmt0112500
IRS990/TotalRevenueGrp/ExclusionAmt00

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