Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2015 • EIN 39-0978146

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

Organization ProfileWWW.LIFENAVIGATORS.ORG

View Organization Page

7203 West Center StreetWauwatosa, WI 53210

(414) 774-6255

Siviq Scores

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

Liabilities / Assets

45th percentile

0.07x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.08x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

26th percentile

-6.1%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$148,034

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

17th percentile

-7.2%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

0.9%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,826,146

Down $141,025 (-7.2%) from 2014

Net Assets

Down

$1,693,955

Down $152,701 (-8.3%) from 2014

Liabilities

Up

$132,191

Up $11,676 (+9.7%) from 2014

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin26th percentile

Revenue

Up

$1,569,999

Up $14,264 (+0.9%) from 2014

Expenses

Up

$1,665,492

Up $145,679 (+9.6%) from 2014

Net Income

Down

-$95,493

Down $131,415 (-366%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,472,335Liabilities 2011: $67,907Net Assets 2011: $1,404,4282011Assets 2012: $1,609,038Liabilities 2012: $88,863Net Assets 2012: $1,520,1752012Assets 2013: $1,914,064Liabilities 2013: $105,985Net Assets 2013: $1,808,0792013Assets 2014: $1,967,171Liabilities 2014: $120,515Net Assets 2014: $1,846,6562014Assets 2015: $1,826,146Liabilities 2015: $132,191Net Assets 2015: $1,693,9552015Assets 2016: $3,039,436Liabilities 2016: $768,956Net Assets 2016: $2,270,4802016Assets 2017: $3,195,836Liabilities 2017: $676,447Net Assets 2017: $2,519,3892017Assets 2018: $2,935,721Liabilities 2018: $419,938Net Assets 2018: $2,515,7832018Assets 2019: $3,060,997Liabilities 2019: $175,930Net Assets 2019: $2,885,0672019Assets 2020: $3,604,445Liabilities 2020: $167,424Net Assets 2020: $3,437,0212020Assets 2021: $3,960,678Liabilities 2021: $150,672Net Assets 2021: $3,810,0062021Assets 2022: $4,080,435Liabilities 2022: $241,685Net Assets 2022: $3,838,7502022Assets 2023: $3,980,002Liabilities 2023: $146,735Net Assets 2023: $3,833,2672023

Highlighted filing

2015

Assets$1,826,146
Liabilities$132,191
Net Assets$1,693,955
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,200,228Expenses 2011: $1,112,855Net Income 2011: $87,3732011Expenses 2012: $1,391,4862012Revenue 2013: $1,677,515Expenses 2013: $1,470,581Net Income 2013: $206,9342013Revenue 2014: $1,555,735Expenses 2014: $1,519,813Net Income 2014: $35,9222014Revenue 2015: $1,569,999Expenses 2015: $1,665,492Net Income 2015: -$95,4932015Revenue 2016: $2,367,460Expenses 2016: $1,768,954Net Income 2016: $598,5062016Revenue 2017: $2,418,741Expenses 2017: $2,225,353Net Income 2017: $193,3882017Revenue 2018: $1,966,390Expenses 2018: $1,835,301Net Income 2018: $131,0892018Revenue 2019: $2,440,979Expenses 2019: $2,126,679Net Income 2019: $314,3002019Revenue 2020: $2,806,192Expenses 2020: $2,368,227Net Income 2020: $437,9652020Revenue 2021: $2,797,914Expenses 2021: $2,458,351Net Income 2021: $339,5632021Revenue 2022: $3,159,141Expenses 2022: $2,754,022Net Income 2022: $405,1192022Revenue 2023: $2,178,773Expenses 2023: $2,449,763Net Income 2023: -$270,9902023

Highlighted filing

2015

Revenue$1,569,999
Expenses$1,665,492
Net Income-$95,493
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.1
Gross Receipts
$2,035,083
Mission and Program Overview

Mission

To improve the quality of life for individuals with developmental and related disabilities, their families and the community through information, education and life planning programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,214,841$1,131,378▼ $83,463
Land, Buildings, and Equipment, Net$339,680$333,059▼ $6,621
Cash and Non-Interest-Bearing Accounts$155,807$129,098▼ $26,709
Accounts Receivable$89,062$89,971▲ $909
Savings and Temporary Cash Investments$85,066$65,100▼ $19,966
Investments Other Securities$49,258$47,703▼ $1,555
Pledges and Grants Receivable$30,933$21,304▼ $9,629
Prepaid Expenses and Deferred Charges$2,524$3,533▲ $1,009
Total Assets$1,967,171$1,826,146▼ $141,025
Other Assets Total$0$5,000▲ $5,000
Liabilities
Accounts Payable and Accrued Expenses$106,838$117,872▲ $11,034
Escrow Account Liability$13,677$14,319▲ $642
Total Liabilities$120,515$132,191▲ $11,676
Net Assets / Fund Balance
Unrestricted Net Assets$1,695,390$1,622,669▼ $72,721
Temporarily Rstr Net Assets$151,266$71,286▼ $79,980
Total Net Assets Fund Balance$1,846,656$1,693,955▼ $152,701
Total Liabilities and Net Assets / Fund Balance$1,967,171$1,826,146▼ $141,025

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$278,136$150,544$428,680
Equipment$10,523$81,191$91,714
Land$44,400-$44,400

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$49,258-▼ $818-$47,702
2014$48,329-▲ $2,887-$49,258
2013$42,091-▲ $8,232-$48,329
2012$39,013-▲ $5,134-$42,091
2011$42,451-▼ $1,336-$39,013
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$127,915$20,119$148,034

Board Members and Trustees

NameTitle
Deanna TillischPast President
Chip DoeringPresident
Nick CurranVice-president
Christina Wilson BergerDirector
Cindy SchausDirector
Darryll FortuneDirector
Greg BlockDirector
Kerry WolfeDirector
Lisa VoisinDirector
Maggie ButterfieldDirector
Michael CarrDirector
Susan PickeringDirector
Adam KellerDirector-at-large
Ricardo CisnerosDirector-at-large
Mike DoverSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,338,526
Program Service Revenue
$49,985
Investment Income
$44,122
Other Revenue
$137,366
All Other Contributions
$236,438
Change in Net Assets
$-95,493

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$29,377Sale of Comparable Prop
Other Non Cash Contri Table1$6,500Sale of Comparable P
Other Non Cash Contri Table1$4,000Sale of Comparable P
Other Non Cash Contri Table1$3,828Sale of Comparable P
Other Non Cash Contri Table1$2,650Sale of Comparable P
Total Noncash Contributions4$46,355-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,569,999
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-48,606
Total Revenue per Audited Statements
$1,521,393
Total Revenue per Form 990
$1,569,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,230,507
Other Expenses$434,985
Total Fundraising Expense$138,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$812,554$32,063$48,277$892,894
Current Officers, Directors, Trustees, and Key Employees$74,016$37,009$37,009$148,034
Other Employee Benefits$111,396$1,586$2,993$115,975
Fees for Services Other$93,259$15$57$93,331
Payroll Taxes$60,696$6,911$5,997$73,604
All Other Expenses$45,885$10,935$3,571$60,391
Occupancy$36,019$1,583$1,979$39,581
Travel$35,873$156$1,074$37,103
Fees for Services Accounting$32,683$1,437$1,796$35,916
Advertising$17,660$391$6,734$24,785
Office Expenses$15,880$488$978$17,346
Depreciation Depletion$14,663$645$806$16,114
Fees for Service Investment Mgmnt Fees--$12,283$12,283
Insurance$8,737$384$480$9,601
Conferences and Meetings$7,172$504$1,439$9,115
Other Expenses$7,628$0$11$7,639
Interest-$60-$60
Total Functional Expenses$1,432,348$94,898$138,246$1,665,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,674,094
Expenses per Audited Statements$1,665,492
Total Expenses per Form 990$1,665,492
Expenses Not Reported on Form 990$8,602
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$201,999
Fundraising Direct Expenses$64,679
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$201,999$201,999$26,080$175,919
Total Events$201,999$201,999$64,679$137,320
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the organization's finance committee. After approval it is then sent to the full board of directors.”

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

“Board members sign a statement of understanding annually.”

Form 990, Part VI, Section B, Line 15

“Life navigators participates in the non-profit centers annual compensation survey that measures compensation and benefits.”

Form 990, Part VI, Section C, Line 19

“Organizational documents are made available upon request. In addition, applicable documents are submitted to donors and funders as part of gift and grant applications.”

Filing and Contact Details

Filer

Filer Name
Life Navigators Inc
EIN
39-0978146
Phone
4147746255
Address
7203 WEST CENTER STREET, WAUWATOSA, WI 53210

Signing Officer

Name
Vicki Spataro Wachniak
Title
Executive Director
Phone
4147746255
Signed
2016-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Spataro Wachniak
Formed
1949
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
26
Volunteers
225

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Independence place north is a program run by a coalition of area school districts to promote independent living skills training in transitioned aged students. Independence place north rents an apartment in wauwatosa and works with students onsite to develop independent living skills. Life navigators serves as the fiscal agent for the independence place north project. At the beginning of each school year, each participating school district makes a payment to life navigators. In turn, life navigators pays the ongoing rent and utility expenses throughout the year. Additionally, life navigators distributes a petty cash fund to the program coordinator. The program coordinator keeps a ledger and submits to life navigators for reconciliation purposes. Life navigators assesses a 8% fiscal agent fee to perform this service.”

PART V, LINE 4:

“The funds are set aside for long-term. The intention is to use these funds in the future for an approved board function. The board has approved a payout from the fund to the agency of up to 5% annually to use for general operations.”

PART X, LINE 2:

“Life navigators, inc. Qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been recorded in the financial statements. Life navigators, inc. Is not considered to be a private foundation by the irs. Generally, for united states federal income taxes, the organization is only subject to examiniation for the current year's tax return and the preceding three years' returns. Generally, for state income taxes, the organization is only subject to examinations for current year's tax return and the preceding four years' returns.”

Raw XML AppendixShowing 400 of 629 raw XML fields

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IRS990/Desc0INFORMATION, EDUCATION, ASSISTANCE & ADVOCACY - DISPENSING INFORMATION ON AREAS IMPACTING PERSONS WITH DISABILITIES, PROVIDING INDIVIDUAL, GROUP AND SYSTEMS ADVOCACY TRAINING PROGRAMMING AND PROVIDING IN-HOME CRISIS INTERVENTION SERVICES TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES. 3,481 INDIVIDUALS SERVED IN 2015; SERVICES INCLUDED: I&A HELPLINE, COMMUNITY PRESENTATIONS, TRAINING SERVICES, CRISIS INTERVENTION, INTERGENERATIONAL FAMILY SUPPORT, EDUCATION AND TRANSITION PROGRAMMING AND ADVOCACY SERVICES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15127915
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt064679
IRS990/FundraisingGrossIncomeAmt0201999
IRS990/GainOrLossGrp/SecuritiesAmt06242
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt01082921
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0406647
IRS990/GrossReceiptsAmt02035083
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0480
IRS990/InsuranceGrp/ManagementAndGeneralAmt0384
IRS990/InsuranceGrp/ProgramServicesAmt08737
IRS990/InsuranceGrp/TotalAmt09601
IRS990/InterestGrp/ManagementAndGeneralAmt060
IRS990/InterestGrp/TotalAmt060
IRS990/InvestmentIncomeGrp/ExclusionAmt037880
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037880
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt049258
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt047703
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01214841
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01131378
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0231735
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0339680
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0333059
IRS990/LandBldgEquipCostOrOtherBssAmt0564794
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0400405
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND RELATED DISABILITIES, THEIR FAMILIES AND THE COMMUNITY THROUGH INFORMATION, EDUCATION AND LIFE PLANNING PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01846656
IRS990/NetAssetsOrFundBalancesEOYAmt01693955
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06242
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06242
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0137320
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0137320
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-57208
IRS990/NoncashContributionsAmt046355
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01979
IRS990/OccupancyGrp/ManagementAndGeneralAmt01583
IRS990/OccupancyGrp/ProgramServicesAmt036019
IRS990/OccupancyGrp/TotalAmt039581
IRS990/OfficeExpensesGrp/FundraisingAmt0978
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0488
IRS990/OfficeExpensesGrp/ProgramServicesAmt015880
IRS990/OfficeExpensesGrp/TotalAmt017346
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02993
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01586
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0111396
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115975
IRS990/OtherExpensesGrp/Desc0IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt07941
IRS990/OtherExpensesGrp/FundraisingAmt1713
IRS990/OtherExpensesGrp/FundraisingAmt24108
IRS990/OtherExpensesGrp/FundraisingAmt311
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0570
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt038414
IRS990/OtherExpensesGrp/ProgramServicesAmt113046
IRS990/OtherExpensesGrp/ProgramServicesAmt26767
IRS990/OtherExpensesGrp/ProgramServicesAmt37628
IRS990/OtherExpensesGrp/TotalAmt046355
IRS990/OtherExpensesGrp/TotalAmt114329
IRS990/OtherExpensesGrp/TotalAmt211036
IRS990/OtherExpensesGrp/TotalAmt37639
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046
IRS990/OtherRevenueTotalAmt046
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048277
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032063
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0812554
IRS990/OtherSalariesAndWagesGrp/TotalAmt0892894
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05997
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06911
IRS990/PayrollTaxesGrp/ProgramServicesAmt060696
IRS990/PayrollTaxesGrp/TotalAmt073604
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030933
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021304
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02524
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03533
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15730
IRS990/ProgSrvcAccomActy2Grp/Desc0CARE MANAGEMENT UNIT (CMU) - PROVIDING CARE MANAGEMENT TO INDIVIDUALS WITH DISABILITIES ENROLLED IN THE FAMILY CARE PROGRAM TO DEVELOP MEMBER CENTERED PLANS, PROVIDE ASSESSMENT AND ONGOING MONITORING AND SERVICE AUTHORIZAITON SERVCIES. 280 MEMBERS WERE SERVED IN THIS PROGRAM IN 2015.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0728688
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES A LEGAL ENTITY TO MANAGE ASSETS FOR THE BENEFIT OF AN INDIVIDUAL WITH A DISABILITY AND PLAN FOR THE FINANCIAL FUTURE WITHOUT NEGATIVELY IMPACTING ELIGIBILITY FOR PUBLIC BENEFITS. A TOTAL OF 1,063 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2015; 219 TRUST BENEFICIARIES WERE SERVED AND 844 RECEIVED INFORMATION SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085045
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS, CHILDREN'S LONG-TERM SUPPORT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0248694
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt050031
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01241951
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066793
IRS990/PYOtherExpensesAmt0407115
IRS990/PYOtherRevenueAmt0197873
IRS990/PYProgramServiceRevenueAmt049118
IRS990/PYRevenuesLessExpensesAmt035922
IRS990/PYSalariesCompEmpBnftPaidAmt01112698
IRS990/PYTotalExpensesAmt01519813
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01555735
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-95493
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01330585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01241951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01385343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01228007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0983515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06169401
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025469
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0154578

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,826,146
Liabilities
$132,191
Net assets
$1,693,955
Revenue
$1,569,999
Expenses
$1,665,492
Net income
-$95,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.15$3.83$2.18$2.45$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.24$3.84$3.16$2.75$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.15$3.81$2.80$2.46$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.17$3.44$2.81$2.37$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.18$2.89$2.44$2.13$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.42$2.52$1.97$1.84$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.68$2.52$2.42$2.23$0.19
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.77$2.27$2.37$1.77$0.60
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.13$1.69$1.57$1.67$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.12$1.85$1.56$1.52$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.91$0.11$1.81$1.68$1.47$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.09$1.52$1.39
2011Summary only. Only limited summary data is available for this year.$1.47$0.07$1.40$1.20$1.11$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits