Civic Intelligence

Udac Inc.

990 • Fiscal year 2019 • EIN 41-0856115

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 31, 2020

Organization ProfileWWW.UDAC.ORG

View Organization Page

4724 Mike Colalillio DriveDuluth, MN 55807

(218) 722-5867

Siviq Scores

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

Liabilities / Assets

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.07x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

20th percentile

-9.4%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$112,562

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.1%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$5,657,832

Down $7,239 (-0.1%) from 2018

Net Assets

Down

$5,456,965

Down $8,389 (-0.2%) from 2018

Liabilities

Up

$200,867

Up $1,150 (+0.6%) from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin20th percentile

Revenue

Down

$2,718,027

Down $2,869,668 (-51%) from 2018

Expenses

Down

$2,972,552

Down $291,886 (-8.9%) from 2018

Net Income

Down

-$254,525

Down $2,577,782 (-111%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,819,875Liabilities 2010: $100,205Net Assets 2010: $2,719,6702010Assets 2011: $2,932,284Liabilities 2011: $111,962Net Assets 2011: $2,820,3222011Assets 2012: $2,967,449Liabilities 2012: $120,666Net Assets 2012: $2,846,7832012Assets 2013: $3,089,879Liabilities 2013: $113,050Net Assets 2013: $2,976,8292013Assets 2014: $3,132,347Liabilities 2014: $134,247Net Assets 2014: $2,998,1002014Assets 2015: $3,413,147Liabilities 2015: $214,304Net Assets 2015: $3,198,8432015Assets 2016: $3,542,477Liabilities 2016: $208,401Net Assets 2016: $3,334,0762016Assets 2017: $3,499,219Liabilities 2017: $196,345Net Assets 2017: $3,302,8742017Assets 2018: $5,665,071Liabilities 2018: $199,717Net Assets 2018: $5,465,3542018Assets 2019: $5,657,832Liabilities 2019: $200,867Net Assets 2019: $5,456,9652019Assets 2020: $5,922,301Liabilities 2020: $494,998Net Assets 2020: $5,427,3032020Assets 2021: $5,878,782Liabilities 2021: $348,978Net Assets 2021: $5,529,8042021Assets 2022: $5,134,643Liabilities 2022: $269,694Net Assets 2022: $4,864,9492022Assets 2023: $5,401,316Liabilities 2023: $209,561Net Assets 2023: $5,191,7552023Assets 2024: $5,579,122Liabilities 2024: $187,786Net Assets 2024: $5,391,3362024

Highlighted filing

2019

Assets$5,657,832
Liabilities$200,867
Net Assets$5,456,965
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,717,2572010Expenses 2011: $2,730,5422011Expenses 2012: $2,768,4862012Revenue 2013: $2,657,537Expenses 2013: $2,666,872Net Income 2013: -$9,3352013Revenue 2014: $2,802,397Expenses 2014: $2,811,112Net Income 2014: -$8,7152014Revenue 2015: $3,168,645Expenses 2015: $2,931,035Net Income 2015: $237,6102015Revenue 2016: $3,217,202Expenses 2016: $3,131,924Net Income 2016: $85,2782016Revenue 2017: $2,881,022Expenses 2017: $3,051,937Net Income 2017: -$170,9152017Revenue 2018: $5,587,695Expenses 2018: $3,264,438Net Income 2018: $2,323,2572018Revenue 2019: $2,718,027Expenses 2019: $2,972,552Net Income 2019: -$254,5252019Revenue 2020: $1,281,137Expenses 2020: $1,392,623Net Income 2020: -$111,4862020Revenue 2021: $1,060,795Expenses 2021: $1,100,873Net Income 2021: -$40,0782021Revenue 2022: $1,183,542Expenses 2022: $1,351,994Net Income 2022: -$168,4522022Revenue 2023: $1,536,975Expenses 2023: $1,439,569Net Income 2023: $97,4062023Revenue 2024: $1,486,419Expenses 2024: $1,453,565Net Income 2024: $32,8542024

Highlighted filing

2019

Revenue$2,718,027
Expenses$2,972,552
Net Income-$254,525
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 31, 2020
Return Version
2019v5.0
Gross Receipts
$2,824,024
Mission and Program Overview

Mission

To provide customized services to people with disabilities and other challenges based on their choices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,029,213$3,009,036▼ $20,177
Investments in Publicly Traded Securities$1,143,337$1,441,013▲ $297,676
Savings and Temporary Cash Investments$896,733$878,726▼ $18,007
Accounts Receivable$178,002$217,579▲ $39,577
Cash and Non-Interest-Bearing Accounts$367,194$52,723▼ $314,471
Prepaid Expenses and Deferred Charges$49,612$51,030▲ $1,418
Pledges and Grants Receivable$980$7,725▲ $6,745
Total Assets$5,665,071$5,657,832▼ $7,239
Liabilities
Accounts Payable and Accrued Expenses$199,717$200,867▲ $1,150
Total Liabilities$199,717$200,867▲ $1,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,330,041$5,452,465▲ $122,424
Net Assets With Donor Restrictions$135,313$4,500▼ $130,813
Total Net Assets Fund Balance$5,465,354$5,456,965▼ $8,389
Total Liabilities and Net Assets / Fund Balance$5,665,071$5,657,832▼ $7,239

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,409,094$82,041$2,491,135
Equipment$454,542$954,016$1,408,558
Land$145,400-$145,400
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen HermanExecutive DiFT$108,500$4,062$112,562
Tara SerckDirector of FinanFT$68,490$10,294$78,784

Board Members and Trustees

NameTitle
Mike Dosan JrChair
Joel KolquistChair Elect
Chris TraceyDirector
Deb GoodDirector
Don HoagDirector
ERIN L'ALLIERDirector
Jacob StonesiferDirector
Jenna WarmuthDirector
Jon WellesDirector
Katy MorganDirector
Scot RamseyDirector
Joanne StienkeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Voyageur Bus CompanyTransportation3941 E CALVARY RD, Duluth, MN 55803$353,267
Revenue and Support

Revenue Composition

Contributions and Grants
$112,846
Program Service Revenue
$2,546,249
Investment Income
$68,296
Other Revenue
$-9,364
All Other Contributions
$33,006
Change in Net Assets
$-254,525

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
Other Non Cash Contri Table117$56,061Fair Market Value
Total Noncash Contributions117$56,061-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,711,167
Revenue Not Reported on Financial Statements
$6,860
Revenue Not Reported on Form 990
$259,767
Total Revenue per Audited Statements
$2,970,934
Total Revenue per Form 990
$2,718,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,955,188
Other Expenses$1,017,364
Total Fundraising Expense$21,728
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,309,121$124,172$2,350$1,435,643
Travel$440,606--$440,606
Depreciation Depletion$160,861$34,703-$195,564
Current Officers, Directors, Trustees, and Key Employees$53,958$112,616$14,478$181,052
Payroll Taxes$141,422$33,155$2,029$176,606
Occupancy$129,911$11,297-$141,208
Other Employee Benefits$122,581$16,328$405$139,314
Office Expenses$27,221$22,432-$49,653
Insurance$12,432$15,885-$28,317
Information Technology$14,722$12,046-$26,768
Pension Plan Contributions$8,126$11,981$2,466$22,573
Advertising-$11,133-$11,133
Fees for Services Accounting-$9,660-$9,660
Fees for Service Investment Mgmnt Fees-$6,860-$6,860
Other Expenses$1,790$1,464-$3,254
Fees for Services Legal-$1,217-$1,217
Total Functional Expenses$2,495,500$455,324$21,728$2,972,552

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,979,323
Total Expenses per Form 990$2,972,552
Expenses per Audited Statements$2,965,692
Expenses Not Reported on Form 990$13,631
Expenses Not Reported on Financial Statements$6,860
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,136
Fundraising Gross Income$49,889
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
50th Anniversar$120,885$49,889$46,506$3,383
Walk a Mile$5,344---
Total Events$126,229$49,889$60,136$-10,247
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, Page 6, Part VI, Line 11B

“A copy of the form 990 is e-mailed to all members of the audit committee and to the board chair. They review the form 990 in detail and respond with any comments to the director of finance and operations. After receiving responses from all members, any necessary changes are made. After all board members are informed of the changes the executive director signs the form 990 and the director of finance and operations ensures a timely filing.”

Form 990, Page 6, Part VI, Line 12C

“The governance committee reviews all conflict of interest forms signed by the board members, develops a summary of the forms, and distributes the summary to the board on an annual basis.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the executive director is determined by the board of directors during the annual budget process. Consideration is given to competitive market pay rates, salary surveys, state legislative prerogatives, and available funding. The board's executive committee evaluates the executive director's performance annually and makes recommendations to the full board”

Form 990, Page 6, Part VI, Line 15B

“The compensation review process for key employees is the same as the process for the executive director as described in 15a above.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy forms, and financial statements are made available to the public upon request. This information is maintained in the business office and all reasonable requests will be met.”

Filing and Contact Details

Filer

Filer Name
Udac Inc
EIN
41-0856115
Phone
2187225867
Address
4724 MIKE COLALILLIO DRIVE, DULUTH, MN 55807

Signing Officer

Name
Karen Herman
Title
Executive Director
Phone
2187225867
Signed
2020-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Herman
Formed
1969
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
183
Volunteers
39

Preparer

Firm
Esterbrooks Scott Signorelli Etal Ltd
Address
302 W SUPERIOR ST STE200, DULUTH, MN 55802
Preparer
Michael a Pederson
Phone
2187276846
Supplemental Narrative

Additional Explanations

Form 990

“Prior year reclassified to show client service revenue from the state of minnesota as program service revenue instead of a contribution. This reclassification includes schedule a.”

Form 990, Part XI, Line 9

“Fundrasing costs 13,631 fundraising costs -13,631”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“FUNDRASING COSTS 13,631”

Schedule D, Page 4, Part XII, Line 2D

“FUNDRAISING COSTS 13,631”

Raw XML AppendixShowing 400 of 567 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/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR OF FINAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
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IRS990/FormationYr01969
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt079840
IRS990/FundraisingDirectExpensesAmt060136
IRS990/FundraisingGrossIncomeAmt049889
IRS990/GainOrLossGrp/OtherAmt034147
IRS990/GainOrLossGrp/SecuritiesAmt0-1391
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt038843
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039774
IRS990/GrossReceiptsAmt02824024
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012046
IRS990/InformationTechnologyGrp/ProgramServicesAmt014722
IRS990/InformationTechnologyGrp/TotalAmt026768
IRS990/InsuranceGrp/ManagementAndGeneralAmt015885
IRS990/InsuranceGrp/ProgramServicesAmt012432
IRS990/InsuranceGrp/TotalAmt028317
IRS990/InvestmentIncomeGrp/ExclusionAmt035540
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035540
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01143337
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01441013
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01036057
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03029213
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03009036
IRS990/LandBldgEquipCostOrOtherBssAmt04045093
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04696
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt041165
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE CUSTOMIZED SERVICES TO PEOPLE WITH DISABILITIES AND OTHER CHALLENGES BASED ON THEIR CHOICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05465354
IRS990/NetAssetsOrFundBalancesEOYAmt05456965
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt032756
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032756
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10247
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10247
IRS990/NetUnrlzdGainsLossesInvstAmt0246136
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05330041
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05452465
IRS990/NoncashContributionsAmt056061
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt011297
IRS990/OccupancyGrp/ProgramServicesAmt0129911
IRS990/OccupancyGrp/TotalAmt0141208
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022432
IRS990/OfficeExpensesGrp/ProgramServicesAmt027221
IRS990/OfficeExpensesGrp/TotalAmt049653
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0405
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016328
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0122581
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0139314
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION - OTHER
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3OPERATIONS - OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09627
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113927
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31464
IRS990/OtherExpensesGrp/ProgramServicesAmt055728
IRS990/OtherExpensesGrp/ProgramServicesAmt117021
IRS990/OtherExpensesGrp/ProgramServicesAmt21790
IRS990/OtherExpensesGrp/TotalAmt065355
IRS990/OtherExpensesGrp/TotalAmt130948
IRS990/OtherExpensesGrp/TotalAmt26821
IRS990/OtherExpensesGrp/TotalAmt33254
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0883
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0883
IRS990/OtherRevenueTotalAmt0883
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124172
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01309121
IRS990/OtherSalariesAndWagesGrp/TotalAmt01435643
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02029
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033155
IRS990/PayrollTaxesGrp/ProgramServicesAmt0141422
IRS990/PayrollTaxesGrp/TotalAmt0176606
IRS990/PensionPlanContributionsGrp/FundraisingAmt02466
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011981
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08126
IRS990/PensionPlanContributionsGrp/TotalAmt022573
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0980
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07725
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049612
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051030
IRS990/PrincipalOfficerNm0KAREN HERMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2713940
IRS990/ProgramServiceRevenueGrp/Desc0CONSUMER SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1WORK ACTIVITY REVENUES
IRS990/ProgramServiceRevenueGrp/Desc2STEPS MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02235581
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1309874
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2794
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02235581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1309874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2794
IRS990/ProgSrvcAccomActy2Grp/Desc0LIFE SKILLS PROGRAMS OFFERED PEOPLE A VARIETY OF EXPERIENCES TO ENHANCE THEIR DAILY LIVES. PEOPLE CAN GROW THROUGH LEARNING NEW OR ENHANCING CURRENT SKILLS, LEARN FROM OTHERS' EXPERIENCES, FIND INFORMATION REGARDING TOOLS AND TECHNOLOGY, CREATE NEW SOCIAL OPPORTUNITIES AND BECOME PART OF AN ORGANIZATION THAT WILL HELP PEOPLE GAIN CONFIDENCE THROUGH BUILDING A STRONGER SENSE OF SELF AND COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01156809
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt088725
IRS990/ProgSrvcAccomActy3Grp/Desc0STEPS - SPECIALIZED TRAINING AND EXERCISE PROGRAM PROVIDES SERVICES FOR PEOPLE WITH DISABILITIES, ISSUES OF AGING AND /OR CHRONIC MEDICAL CONDITIONS WHO ARE NOT SERVED OR ARE UNDERSERVED BY TRADITIONAL FITNESS PROGRAMS. THERE WERE 96 MEMBERSHIPS DURING 2019 SUPPORTED BY GRANTS AND FUNDRAISING AS WELL AS PAID MEMBERSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0153609
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0794
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03049367
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020449
IRS990/PYOtherExpensesAmt01095853
IRS990/PYOtherRevenueAmt05494
IRS990/PYProgramServiceRevenueAmt02512385
IRS990/PYRevenuesLessExpensesAmt02323257
IRS990/PYSalariesCompEmpBnftPaidAmt02168585
IRS990/PYTotalExpensesAmt03264438
IRS990/PYTotalRevenueAmt05587695
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-254525
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0245362
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0896733
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0878726
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03000000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt03000000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03049367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0238580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0227843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03685980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015444
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0127728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02546249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02512385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02746003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02591418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02543259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012939314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015444
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0127728
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81330
IRS990ScheduleA/PublicSupportPY509Pct00.81350
IRS990ScheduleA/PublicSupportTotal509Amt013625294
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03000000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03000000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02659095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05561752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02803347

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,657,832
Liabilities
$200,867
Net assets
$5,456,965
Revenue
$2,718,027
Expenses
$2,972,552
Net income
-$254,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.19$5.39$1.49$1.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.21$5.19$1.54$1.44$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.27$4.86$1.18$1.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.35$5.53$1.06$1.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.49$5.43$1.28$1.39$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.20$5.46$2.72$2.97$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.20$5.47$5.59$3.26$2.32
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.20$3.30$2.88$3.05$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.21$3.33$3.22$3.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.21$3.20$3.17$2.93$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.13$3.00$2.80$2.81$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.11$2.98$2.66$2.67$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.12$2.85$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.11$2.82$2.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.10$2.72$2.72