Civic Intelligence

Quality Progressions

990 • Fiscal year 2016 • EIN 41-2130419

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

1339 Chestnut Street No 700Philadelphia, PA 19107-3519

(267) 765-2000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.21x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.08x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

29th percentile

-3.6%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

13th percentile

-7.3%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,690,731

Down $212,444 (-7.3%) from 2015

Net Assets

Down

$2,112,236

Down $267,359 (-11%) from 2015

Liabilities

Up

$578,495

Up $54,915 (+10%) from 2015

Revenue

Up

$7,411,565

Up $709,159 (+11%) from 2015

Expenses

Up

$7,678,924

Up $290,270 (+3.9%) from 2015

Net Income

Up

-$267,359

Up $418,889 (+61%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,729,031Liabilities 2011: $322,153Net Assets 2011: $2,406,8782011Assets 2012: $2,791,883Liabilities 2012: $321,880Net Assets 2012: $2,470,0032012Assets 2013: $3,069,423Liabilities 2013: $381,203Net Assets 2013: $2,688,2202013Assets 2014: $3,488,130Liabilities 2014: $422,287Net Assets 2014: $3,065,8432014Assets 2015: $2,903,175Liabilities 2015: $523,580Net Assets 2015: $2,379,5952015Assets 2016: $2,690,731Liabilities 2016: $578,495Net Assets 2016: $2,112,2362016Assets 2017: $2,534,916Liabilities 2017: $601,954Net Assets 2017: $1,932,9622017Assets 2018: $2,606,074Liabilities 2018: $641,397Net Assets 2018: $1,964,6772018Assets 2019: $2,578,404Liabilities 2019: $527,871Net Assets 2019: $2,050,5332019Assets 2020: $4,336,620Liabilities 2020: $1,568,023Net Assets 2020: $2,768,5972020Assets 2021: $5,774,386Liabilities 2021: $374,233Net Assets 2021: $5,400,1532021Assets 2022: $6,576,388Liabilities 2022: $477,805Net Assets 2022: $6,098,5832022Assets 2023: $7,493,164Liabilities 2023: $1,526,045Net Assets 2023: $5,967,1192023Assets 2025: $9,503,564Liabilities 2025: $2,943,078Net Assets 2025: $6,560,4862025

Highlighted filing

2016

Assets$2,690,731
Liabilities$578,495
Net Assets$2,112,236

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,622,105Expenses 2011: $4,914,162Net Income 2011: $1,707,9432011Expenses 2012: $5,097,0902012Expenses 2013: $5,971,3092013Revenue 2014: $7,281,553Expenses 2014: $6,903,930Net Income 2014: $377,6232014Revenue 2015: $6,702,406Expenses 2015: $7,388,654Net Income 2015: -$686,2482015Revenue 2016: $7,411,565Expenses 2016: $7,678,924Net Income 2016: -$267,3592016Revenue 2017: $7,229,207Expenses 2017: $7,408,481Net Income 2017: -$179,2742017Revenue 2018: $7,788,861Expenses 2018: $7,757,146Net Income 2018: $31,7152018Revenue 2019: $7,853,129Expenses 2019: $7,767,273Net Income 2019: $85,8562019Revenue 2020: $8,339,903Expenses 2020: $7,621,839Net Income 2020: $718,0642020Revenue 2021: $10,649,267Expenses 2021: $8,017,711Net Income 2021: $2,631,5562021Revenue 2022: $8,865,995Expenses 2022: $8,167,565Net Income 2022: $698,4302022Revenue 2023: $8,508,023Expenses 2023: $8,639,487Net Income 2023: -$131,4642023Revenue 2025: $9,043,238Expenses 2025: $8,809,738Net Income 2025: $233,5002025

Highlighted filing

2016

Revenue$7,411,565
Expenses$7,678,924
Net Income-$267,359
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$7,411,565
Mission and Program Overview

Mission

The mission of the organization is to be people driven, committed and progressive in our relationship to individuals with disabilities and their families.the organization assists individuals with intellectual disabilities by locating, coordinating and monitoring services to meet the individual's needs. The organization's skilled case workers, known as supports coordinators work with the individuals and their families to develop life plans that encompass living and working arrangements, ongoing service needs and any other resources that will help the individual lead healthy and fulfilling lives. Supports coordinators then continue to monitor each individual's progress to ensure that services and accommodations are effective and appropriate, that individual's are integrated into their families and their communities, and individual plans are modified to reflect changes in each individual's needs or circumstances.

To provide supports coordination for persons with intellectual disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$980,691$1,283,308▲ $302,617
Savings and Temporary Cash Investments$1,479,256$1,016,787▼ $462,469
Prepaid Expenses and Deferred Charges$198,121$207,503▲ $9,382
Investments Other Securities$100,000$100,000→ $0
Land, Buildings, and Equipment, Net$144,757$82,783▼ $61,974
Cash and Non-Interest-Bearing Accounts$350$350→ $0
Total Assets$2,903,175$2,690,731▼ $212,444
Liabilities
Accounts Payable and Accrued Expenses$523,580$578,495▲ $54,915
Total Liabilities$523,580$578,495▲ $54,915
Net Assets / Fund Balance
Unrestricted Net Assets$2,379,595$2,112,236▼ $267,359
Total Net Assets Fund Balance$2,379,595$2,112,236▼ $267,359
Total Liabilities and Net Assets / Fund Balance$2,903,175$2,690,731▼ $212,444

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$82,783$356,100$438,883
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel GoldbergExecutive DirectorFT$139,037$28,074$167,111

Board Members and Trustees

NameTitle
Greg GrantChairperson
Gina CooperVice Chairperson
Fran RementerDirector
Lydia BergerDirector
Toni CliftonDirector
Wanda EvansDirector
Linda RickettsSecretary
Stephen McgowanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,407,467
Program Service Revenue
$0
Investment Income
$3,796
Other Revenue
$302
All Other Contributions
$5,014
Change in Net Assets
$-267,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,411,565
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,411,565
Total Revenue per Form 990
$7,411,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,976,755
Other Expenses$1,702,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,006,406$427,023-$4,433,429
Other Employee Benefits$752,917$89,999-$842,916
Fees for Services Other$453,961$94,830-$548,791
Occupancy$481,804$65,700-$547,504
Payroll Taxes$329,413$47,520-$376,933
Current Officers, Directors, Trustees, and Key Employees-$172,956-$172,956
Travel$139,675$19,047-$158,722
Pension Plan Contributions$137,925$12,596-$150,521
Insurance$79,722$11,249-$90,971
Depreciation Depletion$58,591$7,990-$66,581
Fees for Services Accounting-$58,713-$58,713
Office Expenses$32,411$4,420-$36,831
All Other Expenses$23,291$1,621-$24,912
Other Expenses$18,852$2,572-$21,424
Total Functional Expenses$6,644,962$1,033,962$0$7,678,924

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,678,924
Total Expenses per Audited Statements$7,678,924
Total Expenses per Form 990$7,678,924
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Greg GrantBoard of DirectorMR. GRANT IS ON THE BOARD OF DIRECTORS AND IS AN EMPLOYEE OF THE INSURANCE BROKER FOR THE ORGANIZATION'S MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS. THE PREMIUM PAYMENTS ARE PAID DIRECTLY TO THE INSURANCE COMPANY AND NOT TO THE BROKER.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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Copies of form 990 are distributed to the organization's governing body for review and they will be given the opportunity to provide feedback.

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

The board of directors annually reviews and signs the conflict of interest policy. Disclosure of any conflicts are noted.

Form 990, Part VI, Section B, Line 15

The executive committee completes an annual performance review of the executive director at the end of each fiscal year. Upon completeion of this review, the executive committee makes a recommendation for the annual salary of the executive director. This recommendation is presented to the full board at the may or june meeting for a vote by the board of directors. The executive director excuses himself from the discussion while the full board votes on his annual salary. The minutes of that board meeting reflect the annual salary for the executive director. All other employees are subject to performance reviews and annual increases which are consistent with our employee's practices. The annual performance review is performed for each employee by their supervisor.

Form 990, Part VI, Section C, Line 19

Made available upon request

Filing and Contact Details

Filer

Filer Name
Quality Progressions
EIN
41-2130419
Phone
2677652000
Address
1339 CHESTNUT STREET NO 700, PHILADELPHIA, PA 19107-3519

Signing Officer

Name
Joel Goldberg
Title
Executive Director
Phone
2677652000
Signed
2017-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Goldberg
Formed
2002
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
7
Employees
148
Volunteers
8

Preparer

Firm
Morris J Cohen & Co Pc
Address
1601 MARKET STREET SUITE 2525, PHILADELPHIA, PA 19103
Preparer
Frank P Cellucci
Phone
2155678000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization's committee assumes responsibility for the oversight of the audit of its financial statements and selection of an independent auditor which has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Asc topic 740 accounting for uncertainty in income taxes clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The guidance also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, and disclosure. The organization's policy is to account for interest and penalties related to unrecognized tax benefits as a component of income tax expense.

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IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO BE PEOPLE DRIVEN, COMMITTED AND PROGRESSIVE IN OUR RELATIONSHIP TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES.THE ORGANIZATION ASSISTS INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY LOCATING, COORDINATING AND MONITORING SERVICES TO MEET THE INDIVIDUAL'S NEEDS. THE ORGANIZATION'S SKILLED CASE WORKERS, KNOWN AS SUPPORTS COORDINATORS WORK WITH THE INDIVIDUALS AND THEIR FAMILIES TO DEVELOP LIFE PLANS THAT ENCOMPASS LIVING AND WORKING ARRANGEMENTS, ONGOING SERVICE NEEDS AND ANY OTHER RESOURCES THAT WILL HELP THE INDIVIDUAL LEAD HEALTHY AND FULFILLING LIVES. SUPPORTS COORDINATORS THEN CONTINUE TO MONITOR EACH INDIVIDUAL'S PROGRESS TO ENSURE THAT SERVICES AND ACCOMMODATIONS ARE EFFECTIVE AND APPROPRIATE, THAT INDIVIDUAL'S ARE INTEGRATED INTO THEIR FAMILIES AND THEIR COMMUNITIES, AND INDIVIDUAL PLANS ARE MODIFIED TO REFLECT CHANGES IN EACH INDIVIDUAL'S NEEDS OR CIRCUMSTANCES.
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IRS990/OtherExpensesGrp/Desc0COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT LEASE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14641
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24286
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32572
IRS990/OtherExpensesGrp/ProgramServicesAmt064529
IRS990/OtherExpensesGrp/ProgramServicesAmt134037
IRS990/OtherExpensesGrp/ProgramServicesAmt231428
IRS990/OtherExpensesGrp/ProgramServicesAmt318852
IRS990/OtherExpensesGrp/TotalAmt073328
IRS990/OtherExpensesGrp/TotalAmt138678
IRS990/OtherExpensesGrp/TotalAmt235714
IRS990/OtherExpensesGrp/TotalAmt321424
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0302
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0302
IRS990/OtherRevenueTotalAmt0302
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0427023
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04006406
IRS990/OtherSalariesAndWagesGrp/TotalAmt04433429
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047520
IRS990/PayrollTaxesGrp/ProgramServicesAmt0329413
IRS990/PayrollTaxesGrp/TotalAmt0376933
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012596
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0137925
IRS990/PensionPlanContributionsGrp/TotalAmt0150521
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0198121
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0207503
IRS990/PrincipalOfficerNm0JOEL GOLDBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06695721
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06251
IRS990/PYOtherExpensesAmt01719090
IRS990/PYOtherRevenueAmt0434
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-686248
IRS990/PYSalariesCompEmpBnftPaidAmt05669564
IRS990/PYTotalExpensesAmt07388654
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06702406
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-267359
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01479256
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01016787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07407467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06695721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07272539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06179215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05143710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032698652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06251
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011027
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0302
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0434
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0316
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0423
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05478
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06953
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99860
IRS990ScheduleA/PublicSupportTotal170Amt032698652
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07407467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06695721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07272539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06179215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05143710
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032698652
IRS990ScheduleA/TotalSupportAmt032745265
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07678924
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt082783
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0356100
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0438883
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07411565
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. THE ORGANIZATION'S POLICY IS TO ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt082783
IRS990ScheduleD/TotalExpensesPerForm990Amt07678924
IRS990ScheduleD/TotalRevenuePerForm990Amt07411565
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07411565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07678924
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0139037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount02700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07374
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOEL GOLDBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GREG GRANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD OF DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MR. GRANT IS ON THE BOARD OF DIRECTORS AND IS AN EMPLOYEE OF THE INSURANCE BROKER FOR THE ORGANIZATION'S MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS. THE PREMIUM PAYMENTS ARE PAID DIRECTLY TO THE INSURANCE COMPANY AND NOT TO THE BROKER.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF FORM 990 ARE DISTRIBUTED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND THEY WILL BE GIVEN THE OPPORTUNITY TO PROVIDE FEEDBACK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SIGNS THE CONFLICT OF INTEREST POLICY. DISCLOSURE OF ANY CONFLICTS ARE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE COMPLETES AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR AT THE END OF EACH FISCAL YEAR. UPON COMPLETEION OF THIS REVIEW, THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE ANNUAL SALARY OF THE EXECUTIVE DIRECTOR. THIS RECOMMENDATION IS PRESENTED TO THE FULL BOARD AT THE MAY OR JUNE MEETING FOR A VOTE BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR EXCUSES HIMSELF FROM THE DISCUSSION WHILE THE FULL BOARD VOTES ON HIS ANNUAL SALARY. THE MINUTES OF THAT BOARD MEETING REFLECT THE ANNUAL SALARY FOR THE EXECUTIVE DIRECTOR. ALL OTHER EMPLOYEES ARE SUBJECT TO PERFORMANCE REVIEWS AND ANNUAL INCREASES WHICH ARE CONSISTENT WITH OUR EMPLOYEE'S PRACTICES. THE ANNUAL PERFORMANCE REVIEW IS PERFORMED FOR EACH EMPLOYEE BY THEIR SUPERVISOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR WHICH HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02903175
IRS990/TotalAssetsEOYAmt02690731
IRS990/TotalAssetsGrp/BOYAmt02903175
IRS990/TotalAssetsGrp/EOYAmt02690731
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt07407467
IRS990/TotalEmployeeCnt0148
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01033962
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06644962
IRS990/TotalFunctionalExpensesGrp/TotalAmt07678924
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0523580

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$2.94$6.56$9.04$8.81$0.23
2023Summary only. Only limited summary data is available for this year.$7.49$1.53$5.97$8.51$8.64$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.48$6.10$8.87$8.17$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.37$5.40$10.6$8.02$2.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$1.57$2.77$8.34$7.62$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.53$2.05$7.85$7.77$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.64$1.96$7.79$7.76$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.60$1.93$7.23$7.41$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.58$2.11$7.41$7.68$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.52$2.38$6.70$7.39$0.69
2014Summary only. Only limited summary data is available for this year.$3.49$0.42$3.07$7.28$6.90$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.38$2.69$5.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.32$2.47$5.10
2011Summary only. Only limited summary data is available for this year.$2.73$0.32$2.41$6.62$4.91$1.71