Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2020 • EIN 39-0978146

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

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

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.06x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$212,380

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,604,445

Up $543,448 (+18%) from 2019

Net Assets

Up

$3,437,021

Up $551,954 (+19%) from 2019

Liabilities

Down

$167,424

Down $8,506 (-4.8%) from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin68th percentile

Revenue

Up

$2,806,192

Up $365,213 (+15%) from 2019

Expenses

Up

$2,368,227

Up $241,548 (+11%) from 2019

Net Income

Up

$437,965

Up $123,665 (+39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$3,604,445
Liabilities$167,424
Net Assets$3,437,021
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$2,806,192
Expenses$2,368,227
Net Income$437,965
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.1
Gross Receipts
$3,378,766
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$1,079,277$1,434,413▲ $355,136
Land, Buildings, and Equipment, Net$1,399,745$1,378,483▼ $21,262
Accounts Receivable$138,392$265,044▲ $126,652
Investments Other Securities$200,717$225,181▲ $24,464
Pledges and Grants Receivable$170,986--
Savings and Temporary Cash Investments$85$170,187▲ $170,102
Cash and Non-Interest-Bearing Accounts$37,073$103,468▲ $66,395
Prepaid Expenses and Deferred Charges$34,722$27,669▼ $7,053
Total Assets$3,060,997$3,604,445▲ $543,448
Liabilities
Accounts Payable and Accrued Expenses$149,804$162,227▲ $12,423
Mortgage Notes Payable Secured by Investment Property$20,000$0▼ $20,000
Escrow Account Liability$6,126$5,197▼ $929
Total Liabilities$175,930$167,424▼ $8,506
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,648,285$3,273,129▲ $624,844
Net Assets With Donor Restrictions$236,782$163,892▼ $72,890
Total Net Assets Fund Balance$2,885,067$3,437,021▲ $551,954
Total Liabilities and Net Assets / Fund Balance$3,060,997$3,604,445▲ $543,448

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,261,533$314,834$1,576,367
Leasehold Improvements$72,550$76,600$149,150
Land$44,400-$44,400
Other Securities$225,181--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$200,717-▲ $26,142-$225,181
2019$178,114-▲ $24,094-$200,717
2018$182,163-▼ $2,523-$178,114
2017$157,626-▲ $25,858-$182,163
2016$47,702$100,000▲ $11,164-$157,626
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$194,655$17,725$212,380

Board Members and Trustees

NameTitle
Adam KellerPast President
Mike DoverPresident
Christine CulverDirector
Cindy BentleyDirector
Daryll FortuneDirector
John KleinDirector
Kerry WolfeDirector
Maggie ButterfieldDirector
Paul HackbarthDirector
Ray WilsonDirector
Stephanie LarsonDirector
Susan PickeringDirector
Tim BrownDirector
Nick CurranDirector At-large
Cindy SchausDirector-at-large
Lisa VoisinSecretary
Greg BlockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,049,704
Program Service Revenue
$1,463,381
Investment Income
$67,414
Other Revenue
$225,693
All Other Contributions
$380,280
Change in Net Assets
$437,965

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-$26,703Price of Comparable Item
Other Non Cash Contri Table1$17,662Fair Market Value (FMV)
Total Noncash Contributions1$44,365-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,792,277
Revenue Not Reported on Financial Statements
$13,915
Revenue Not Reported on Form 990
$117,817
Total Revenue per Audited Statements
$2,910,094
Total Revenue per Form 990
$2,806,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,925,635
Other Expenses$442,592
Total Fundraising Expense$194,875
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,396,490$10,568$29,104$1,436,162
Current Officers, Directors, Trustees, and Key Employees$106,189$53,095$53,095$212,379
Other Employee Benefits$158,525$2,766$1,824$163,115
Payroll Taxes$105,065$3,945$4,969$113,979
All Other Expenses$76,763$14,039$3,527$94,329
Occupancy$48,239$1,331$1,933$51,503
Depreciation Depletion$42,237$1,148$1,342$44,727
Fees for Services Accounting$38,657$1,123$1,230$41,010
Insurance$37,942$762$2,138$40,842
Advertising$10,722$302$26,866$37,890
Office Expenses$13,253$317$1,222$14,792
Travel$12,905$302$712$13,919
Fees for Service Investment Mgmnt Fees--$13,915$13,915
Conferences and Meetings$9,842$184$540$10,566
Other Expenses$6,566$29$5$6,600
Fees for Services Other$2,177--$2,177
Interest-$500-$500
Fees for Services Legal$60--$60
Total Functional Expenses$2,082,863$90,489$194,875$2,368,227

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,368,227
Total Expenses per Audited Statements$2,358,140
Expenses per Audited Statements$2,354,312
Expenses Not Reported on Financial Statements$13,915
Expenses Not Reported on Form 990$3,828
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$254,206
Fundraising Direct Expenses$29,361
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$254,206$254,206$9,350$244,856
Total Events$254,206$254,206$29,361$224,845
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
Business relationship with 35% controlled entity
No
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 works with mra to ensure reasonable 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
2021-04-19
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
32
Volunteers
75

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. 1,937 INDIVIDUALS SERVED IN 2020; 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/PersonNm13KERRY WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm14TIM BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm15DARYLL FORTUNE
IRS990/Form990PartVIISectionAGrp/PersonNm16PAUL HACKBARTH
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/ReportableCompFromOrgAmt17194655
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/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
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
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt029361
IRS990/FundraisingGrossIncomeAmt0254206
IRS990/GainOrLossGrp/SecuritiesAmt034386
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0638573
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0577599
IRS990/GrossReceiptsAmt03378766
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt02138
IRS990/InsuranceGrp/ManagementAndGeneralAmt0762
IRS990/InsuranceGrp/ProgramServicesAmt037942
IRS990/InsuranceGrp/TotalAmt040842
IRS990/InterestGrp/ManagementAndGeneralAmt0500
IRS990/InterestGrp/TotalAmt0500
IRS990/InvestmentIncomeGrp/ExclusionAmt033028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033028
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0200717
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0225181
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01079277
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01434413
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0391434
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01399745
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01378483
IRS990/LandBldgEquipCostOrOtherBssAmt01769917
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0543213
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/BOYAmt020000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02885067
IRS990/NetAssetsOrFundBalancesEOYAmt03437021
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034386
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034386
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0224845
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0224845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0113989
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02648285
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03273129
IRS990/NoncashContributionsAmt044365
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01933
IRS990/OccupancyGrp/ManagementAndGeneralAmt01331
IRS990/OccupancyGrp/ProgramServicesAmt048239
IRS990/OccupancyGrp/TotalAmt051503
IRS990/OfficeExpensesGrp/FundraisingAmt01222
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0317
IRS990/OfficeExpensesGrp/ProgramServicesAmt013253
IRS990/OfficeExpensesGrp/TotalAmt014792
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01824
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02766
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0158525
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0163115
IRS990/OtherExpensesGrp/Desc0IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt014501
IRS990/OtherExpensesGrp/FundraisingAmt122743
IRS990/OtherExpensesGrp/FundraisingAmt215209
IRS990/OtherExpensesGrp/FundraisingAmt35
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt129
IRS990/OtherExpensesGrp/ProgramServicesAmt012202
IRS990/OtherExpensesGrp/ProgramServicesAmt15029
IRS990/OtherExpensesGrp/ProgramServicesAmt26566
IRS990/OtherExpensesGrp/TotalAmt026703
IRS990/OtherExpensesGrp/TotalAmt122743
IRS990/OtherExpensesGrp/TotalAmt220316
IRS990/OtherExpensesGrp/TotalAmt36600
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0848
IRS990/OtherRevenueTotalAmt0848
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029104
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010568
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01396490
IRS990/OtherSalariesAndWagesGrp/TotalAmt01436162
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04969
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03945
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105065
IRS990/PayrollTaxesGrp/TotalAmt0113979
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0170986
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034722
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027669
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0MY CHOICE FAMILY CARE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01347850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1105906
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01347850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1105906
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3400
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. 446 MEMBERS WERE SERVED IN THIS PROGRAM IN 2020.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01357826
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01347850
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 375 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2020.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0114219
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0105906
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS, TRUST POOL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0224516
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt035234
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0865835
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0179842
IRS990/PYOtherExpensesAmt0506322
IRS990/PYOtherRevenueAmt0304098
IRS990/PYProgramServiceRevenueAmt01091204
IRS990/PYRevenuesLessExpensesAmt0314300
IRS990/PYSalariesCompEmpBnftPaidAmt01620357
IRS990/PYTotalExpensesAmt02126679
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02440979
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,604,445
Liabilities
$167,424
Net assets
$3,437,021
Revenue
$2,806,192
Expenses
$2,368,227
Net income
$437,965
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)3 • $1M-$5M nonprofits