Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2018 • EIN 39-0978146

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

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

58th percentile

0.14x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.21x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$173,138

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-8.1%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$2,935,721

Down $260,115 (-8.1%) from 2017

Net Assets

Down

$2,515,783

Down $3,606 (-0.1%) from 2017

Liabilities

Down

$419,938

Down $256,509 (-38%) from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin59th percentile

Revenue

Down

$1,966,390

Down $452,351 (-19%) from 2017

Expenses

Down

$1,835,301

Down $390,052 (-18%) from 2017

Net Income

Down

$131,089

Down $62,299 (-32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$2,935,721
Liabilities$419,938
Net Assets$2,515,783
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$1,966,390
Expenses$1,835,301
Net Income$131,089
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.1
Gross Receipts
$2,440,399
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$1,430,005$1,444,186▲ $14,181
Investments in Publicly Traded Securities$1,034,364$1,020,496▼ $13,868
Investments Other Securities$182,163$178,114▼ $4,049
Accounts Receivable$293,292$107,824▼ $185,468
Pledges and Grants Receivable$38,792$82,704▲ $43,912
Cash and Non-Interest-Bearing Accounts$160,201$78,969▼ $81,232
Savings and Temporary Cash Investments$50,026$14,144▼ $35,882
Prepaid Expenses and Deferred Charges$6,993$9,284▲ $2,291
Total Assets$3,195,836$2,935,721▼ $260,115
Liabilities
Mortgage Notes Payable Secured by Investment Property$532,470$296,808▼ $235,662
Accounts Payable and Accrued Expenses$127,624$112,699▼ $14,925
Escrow Account Liability$16,353$10,431▼ $5,922
Unsecured Notes Loans Payable-$0-
Total Liabilities$676,447$419,938▼ $256,509
Net Assets / Fund Balance
Unrestricted Net Assets$2,437,807$2,362,664▼ $75,143
Temporarily Rstr Net Assets$81,582$153,119▲ $71,537
Total Net Assets Fund Balance$2,519,389$2,515,783▼ $3,606
Total Liabilities and Net Assets / Fund Balance$3,195,836$2,935,721▼ $260,115

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,384,438$232,424$1,616,862
Equipment$15,348$69,842$85,190
Land$44,400-$44,400
Other Securities$178,114--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$182,163-▼ $2,523-$178,114
2017$157,626-▲ $25,858-$182,163
2016$47,702$100,000▲ $11,164-$157,626
2015$49,258-▼ $818-$47,702
2014$48,329-▲ $2,887-$49,258
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$157,188$15,950$173,138

Board Members and Trustees

NameTitle
Nick CurranPast President
Adam KellerPresident
Mike DoverVice President & Secretary
Christine CulverDirector
Cindy BentleyDirector
Dan AuteyDirector
Elizabeth RuthmansdorferDirector
Greg BlockDirector
John KleinDirector
Kerry WolfeDirector
Lisa VoisinDirector
Maggie ButterfieldDirector
Ray WilsonDirector
Stephanie LarsonDirector
Susan PickeringDirector
Cindy SchausDirector-at-large
Darryll FortuneDirector-at-large
James PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$979,741
Program Service Revenue
$721,365
Investment Income
$81,465
Other Revenue
$183,819
All Other Contributions
$532,425
Change in Net Assets
$131,089

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$44,810Sale of Comparable Produ
Total Noncash Contributions$44,810-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,955,102
Revenue Not Reported on Financial Statements
$11,288
Revenue Not Reported on Form 990
$-134,695
Total Revenue per Audited Statements
$1,820,407
Total Revenue per Form 990
$1,966,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,347,793
Other Expenses$487,508
Total Fundraising Expense$130,322
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$927,993$24,192$23,242$975,427
Current Officers, Directors, Trustees, and Key Employees$86,569$43,284$43,284$173,137
Other Employee Benefits$119,667$121$664$120,452
Fees for Services Other$89,942--$89,942
Payroll Taxes$70,472$4,165$4,140$78,777
Occupancy$48,237$1,538$1,762$51,537
Depreciation Depletion$41,338$1,319$1,319$43,976
Fees for Services Accounting$40,799$1,256$1,256$43,311
All Other Expenses$19,777$6,982$5,125$31,884
Advertising$17,096$651$12,751$30,498
Insurance$23,336$732$732$24,800
Travel$23,912$261$427$24,600
Interest-$15,636-$15,636
Other Expenses$12,121$190$8$12,319
Office Expenses$10,909$355$501$11,765
Fees for Service Investment Mgmnt Fees--$11,288$11,288
Conferences and Meetings$8,072$81$1,847$10,000
Total Functional Expenses$1,603,296$101,683$130,322$1,835,301

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,835,301
Expenses per Audited Statements$1,824,013
Total Expenses per Audited Statements$1,824,013
Expenses Not Reported on Financial Statements$11,288
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$243,939
Fundraising Direct Expenses$67,008
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$243,939$243,939$22,712$221,227
Total Events$243,939$243,939$67,008$176,931
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
2019-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Spataro Wachniak
Formed
1949
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
35
Volunteers
225

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Carrie Gindt
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 1B:

“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.”

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IRS990/Desc0DISPENSING INFORMATION ON AREAS IMPACTING PERSONS WITH DISABILITIES, PROVIDING INDIVIDUAL, GROUP AND SYSTEMS ADVOCACY TRAINING PROGRAMMING, COMMUNITY BASED SOCIAL OPPORTUNITIES AND PROVIDING IN-HOME CRISIS INTERVENTION SERVICES TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES. 4,269 INDIVIDUALS SERVED IN 2018; 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/PersonNm11JOHN KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHANIE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIZABETH RUTHMANSDORFER
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA VOISIN
IRS990/Form990PartVIISectionAGrp/PersonNm16RAY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm17KERRY WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm18VICKI 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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18157188
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt067008
IRS990/FundraisingGrossIncomeAmt0243939
IRS990/GainOrLossGrp/SecuritiesAmt043780
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0404485
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0450781
IRS990/GrossReceiptsAmt02440399
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0732
IRS990/InsuranceGrp/ManagementAndGeneralAmt0732
IRS990/InsuranceGrp/ProgramServicesAmt023336
IRS990/InsuranceGrp/TotalAmt024800
IRS990/InterestGrp/ManagementAndGeneralAmt015636
IRS990/InterestGrp/TotalAmt015636
IRS990/InvestmentIncomeGrp/ExclusionAmt037685
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037685
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0182163
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0178114
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01034364
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01020496
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0302266
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01430005
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01444186
IRS990/LandBldgEquipCostOrOtherBssAmt01746452
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0407001
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/BOYAmt0532470
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0296808
IRS990/NetAssetsOrFundBalancesBOYAmt02519389
IRS990/NetAssetsOrFundBalancesEOYAmt02515783
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043780
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043780
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0176931
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0176931
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-134695
IRS990/NoncashContributionsAmt044810
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01762
IRS990/OccupancyGrp/ManagementAndGeneralAmt01538
IRS990/OccupancyGrp/ProgramServicesAmt048237
IRS990/OccupancyGrp/TotalAmt051537
IRS990/OfficeExpensesGrp/FundraisingAmt0501
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0355
IRS990/OfficeExpensesGrp/ProgramServicesAmt010909
IRS990/OfficeExpensesGrp/TotalAmt011765
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0664
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0121
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0119667
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0120452
IRS990/OtherExpensesGrp/Desc0IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt015529
IRS990/OtherExpensesGrp/FundraisingAmt1790
IRS990/OtherExpensesGrp/FundraisingAmt25657
IRS990/OtherExpensesGrp/FundraisingAmt38
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0805
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2190
IRS990/OtherExpensesGrp/ProgramServicesAmt029281
IRS990/OtherExpensesGrp/ProgramServicesAmt125876
IRS990/OtherExpensesGrp/ProgramServicesAmt27899
IRS990/OtherExpensesGrp/ProgramServicesAmt312121
IRS990/OtherExpensesGrp/TotalAmt044810
IRS990/OtherExpensesGrp/TotalAmt127471
IRS990/OtherExpensesGrp/TotalAmt213671
IRS990/OtherExpensesGrp/TotalAmt312319
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06888
IRS990/OtherRevenueTotalAmt06888
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023242
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024192
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0927993
IRS990/OtherSalariesAndWagesGrp/TotalAmt0975427
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04140
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04165
IRS990/PayrollTaxesGrp/ProgramServicesAmt070472
IRS990/PayrollTaxesGrp/TotalAmt078777
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt038792
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt082704
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06993
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09284
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/BusinessCd2624110
IRS990/ProgramServiceRevenueGrp/BusinessCd3624110
IRS990/ProgramServiceRevenueGrp/Desc0MY CHOICE FAMILY CARE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0644840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159463
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217042
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0644840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320
IRS990/ProgSrvcAccomActy2Grp/Desc0CARE MANAGEMENT UNIT: 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 AUTHORIZATION SERVICES. 311 MEMBERS WERE SERVED IN THIS PROGRAM IN 2018.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0946368
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0644840
IRS990/ProgSrvcAccomActy3Grp/Desc0TRUST PROGRAM: PROVIDING 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 298 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2018.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085359
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS, TRUST POOL, IN-KIND CONTRIBUTIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0241705
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt083413
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02056509
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0116017
IRS990/PYOtherExpensesAmt0593458
IRS990/PYOtherRevenueAmt0185107
IRS990/PYProgramServiceRevenueAmt061108
IRS990/PYRevenuesLessExpensesAmt0193388
IRS990/PYSalariesCompEmpBnftPaidAmt01631895
IRS990/PYTotalExpensesAmt02225353

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,935,721
Liabilities
$419,938
Net assets
$2,515,783
Revenue
$1,966,390
Expenses
$1,835,301
Net income
$131,089
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
2018Detailed filing. Detailed filing data is available for this year.$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