Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2016 • EIN 39-0978146

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

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

66th percentile

0.25x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.32x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$159,562

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

93rd percentile

66%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

51%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$3,039,436

Up $1,213,290 (+66%) from 2015

Net Assets

Up

$2,270,480

Up $576,525 (+34%) from 2015

Liabilities

Up

$768,956

Up $636,765 (+482%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Up

$2,367,460

Up $797,461 (+51%) from 2015

Expenses

Up

$1,768,954

Up $103,462 (+6.2%) from 2015

Net Income

Up

$598,506

Up $693,999 (+727%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2016

Assets$3,039,436
Liabilities$768,956
Net Assets$2,270,480
Open 2016 Filing

Operations Trend

Revenue Growth89th 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

2016

Revenue$2,367,460
Expenses$1,768,954
Net Income$598,506
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
Gross Receipts
$3,041,367
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
Land, Buildings, and Equipment, Net$333,059$1,214,885▲ $881,826
Investments in Publicly Traded Securities$1,131,378$944,304▼ $187,074
Investments Other Securities$47,703$157,626▲ $109,923
Cash and Non-Interest-Bearing Accounts$129,098$138,565▲ $9,467
Accounts Receivable$89,971$126,300▲ $36,329
Pledges and Grants Receivable$21,304$112,914▲ $91,610
Savings and Temporary Cash Investments$65,100$11,217▼ $53,883
Prepaid Expenses and Deferred Charges$3,533$4,004▲ $471
Total Assets$1,826,146$3,039,436▲ $1,213,290
Other Assets Total$5,000$329,621▲ $324,621
Liabilities
Mortgage Notes Payable Secured by Investment Property-$600,000-
Accounts Payable and Accrued Expenses$117,872$153,731▲ $35,859
Escrow Account Liability$14,319$15,225▲ $906
Total Liabilities$132,191$768,956▲ $636,765
Net Assets / Fund Balance
Unrestricted Net Assets$1,622,669$2,129,584▲ $506,915
Temporarily Rstr Net Assets$71,286$140,896▲ $69,610
Total Net Assets Fund Balance$1,693,955$2,270,480▲ $576,525
Total Liabilities and Net Assets / Fund Balance$1,826,146$3,039,436▲ $1,213,290

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$896,765-$896,765
Buildings$266,195$162,485$428,680
Equipment$7,525$68,311$75,836
Land$44,400-$44,400
Other Assets Org$329,621--
Other Securities$157,626--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$47,702$100,000▲ $11,164-$157,626
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
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$145,304$14,258$159,562

Board Members and Trustees

NameTitle
Chip Doering IiiPast President
Nick CurranPresident
Adam KellerVice President
Christina Wilson BergerDirector
Christine CulverDirector
Cindy BentleyDirector
Cindy SchausDirector
Dan AuteyDirector
Greg BlockDirector
John KleinDirector
Kerry WolfeDirector
Lisa VoisinDirector
Maggie ButterfieldDirector
Darryll FortuneDirector-at-large
Susan PickeringDirector-at-large
Mike DoverSecretary
James PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,086,971
Program Service Revenue
$49,727
Investment Income
$79,929
Other Revenue
$150,833
All Other Contributions
$665,127
Change in Net Assets
$598,506

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-$23,531Sale of Comparable Prop
Other Non Cash Contri Table1$13,000Sale of Comparable P
Other Non Cash Contri Table1$3,828Sale of Comparable P
Total Noncash Contributions2$40,359-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,367,460
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-21,981
Total Revenue per Audited Statements
$2,345,479
Total Revenue per Form 990
$2,367,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,282,582
Other Expenses$486,372
Total Fundraising Expense$137,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$854,646$35,069$24,670$914,385
Current Officers, Directors, Trustees, and Key Employees$79,781$39,891$39,891$159,563
Other Employee Benefits$128,415$1,268$4,268$133,951
Fees for Services Other$123,652-$13$123,665
Payroll Taxes$63,506$6,980$4,197$74,683
All Other Expenses$48,329$6,980$4,305$59,614
Occupancy$44,280$1,197$2,081$47,558
Advertising$13,900$146$23,640$37,686
Travel$34,725$393$1,210$36,328
Fees for Services Accounting$32,165$890$1,515$34,570
Office Expenses$16,509$335$697$17,541
Depreciation Depletion$13,892$387$661$14,940
Insurance$11,511$278$477$12,266
Fees for Service Investment Mgmnt Fees--$11,151$11,151
Conferences and Meetings$5,852$152$2,748$8,752
Other Expenses$4,245$0$0$4,245
Interest-$2,097-$2,097
Total Functional Expenses$1,534,761$96,962$137,231$1,768,954

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,768,954
Total Expenses per Audited Statements$1,768,954
Total Expenses per Form 990$1,768,954
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$234,435
Fundraising Direct Expenses$83,602
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$234,435$234,435$43,337$191,098
Total Events$234,435$234,435$83,602$150,833
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 11B

“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
2017-04-28
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
32
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. The organization has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provide guidance on various related matters such as derecognizing, interest, penalties and disclosures required. The organization recognizes interest and penalties, if any, related to unrecognized tax benefits in income tax expense.”

Raw XML AppendixShowing 400 of 670 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.

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IRS990/ActivityOrMissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND RELATED DISABILITIES, THEIR FAMILIES AND THE COMMUNITY THROUGH INFORMATION, EDUCATION AND LIFE PLANNING PROGRAMS.
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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. 3,817 INDIVIDUALS SERVED IN 2016; 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/PersonNm13JOHN KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA VOISIN
IRS990/Form990PartVIISectionAGrp/PersonNm15CINDY SCHAUS
IRS990/Form990PartVIISectionAGrp/PersonNm16KERRY WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm17VICKI SPATARO-WACHNIAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17145304
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR-AT-LARGE
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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt083602
IRS990/FundraisingGrossIncomeAmt0234435
IRS990/GainOrLossGrp/SecuritiesAmt044661
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt01383178
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0634966
IRS990/GrossReceiptsAmt03041367
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0477
IRS990/InsuranceGrp/ManagementAndGeneralAmt0278
IRS990/InsuranceGrp/ProgramServicesAmt011511
IRS990/InsuranceGrp/TotalAmt012266
IRS990/InterestGrp/ManagementAndGeneralAmt02097
IRS990/InterestGrp/TotalAmt02097
IRS990/InvestmentIncomeGrp/ExclusionAmt035268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035268
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt047703
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0157626
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01131378
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0944304
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0230796
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0333059
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01214885
IRS990/LandBldgEquipCostOrOtherBssAmt01445681
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0590305
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt0600000
IRS990/NetAssetsOrFundBalancesBOYAmt01693955
IRS990/NetAssetsOrFundBalancesEOYAmt02270480
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044661
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044661
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0150833
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0150833
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-21981
IRS990/NoncashContributionsAmt040659
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02081
IRS990/OccupancyGrp/ManagementAndGeneralAmt01197
IRS990/OccupancyGrp/ProgramServicesAmt044280
IRS990/OccupancyGrp/TotalAmt047558
IRS990/OfficeExpensesGrp/FundraisingAmt0697
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0335
IRS990/OfficeExpensesGrp/ProgramServicesAmt016509
IRS990/OfficeExpensesGrp/TotalAmt017541
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05000
IRS990/OtherAssetsTotalGrp/EOYAmt0329621
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04268
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01268
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0128415
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0133951
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt01454
IRS990/OtherExpensesGrp/FundraisingAmt16492
IRS990/OtherExpensesGrp/FundraisingAmt27761
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0844
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt032072
IRS990/OtherExpensesGrp/ProgramServicesAmt120867
IRS990/OtherExpensesGrp/ProgramServicesAmt26414
IRS990/OtherExpensesGrp/ProgramServicesAmt34245
IRS990/OtherExpensesGrp/TotalAmt034370
IRS990/OtherExpensesGrp/TotalAmt127359
IRS990/OtherExpensesGrp/TotalAmt214230
IRS990/OtherExpensesGrp/TotalAmt34245
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024670
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035069
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0854646
IRS990/OtherSalariesAndWagesGrp/TotalAmt0914385
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04197
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06980
IRS990/PayrollTaxesGrp/ProgramServicesAmt063506
IRS990/PayrollTaxesGrp/TotalAmt074683
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt021304
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0112914
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03533
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04004
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044984
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14743
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14743
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. 332 MEMBERS WERE SERVED IN THIS PROGRAM IN 2016.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0852587
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 1,153 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2016; 244 TRUST BENEFICIARIES WERE SERVED AND 909 RECEIVED INFORMATION SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt082818
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS, CHILDREN'S LONG-TERM SUPPORT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0231193
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt049727
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01338526
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt044122
IRS990/PYOtherExpensesAmt0434985
IRS990/PYOtherRevenueAmt0137366
IRS990/PYProgramServiceRevenueAmt049985
IRS990/PYRevenuesLessExpensesAmt0-95493
IRS990/PYSalariesCompEmpBnftPaidAmt01230507
IRS990/PYTotalExpensesAmt01665492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01569999
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0598506
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02086971

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,039,436
Liabilities
$768,956
Net assets
$2,270,480
Revenue
$2,367,460
Expenses
$1,768,954
Net income
$598,506
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)3 • $1M-$5M nonprofits