Civic Intelligence

Tasc Inc.

990 • Fiscal year 2020 • EIN 42-1018273

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 12, 2020

Organization ProfileTASCINC.ORG

View Organization Page

2213 Mount Olivet Rd NWWaukon, IA 52172

(563) 568-4060

Siviq Scores

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

Liabilities / Assets

70th percentile

0.29x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.35x

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

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

Net Margin

47th percentile

4.1%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

69th percentile

$99,726

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

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

Asset Growth

69th percentile

18%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

33rd percentile

-9.8%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$4,094,101

Up $612,142 (+18%) from 2019

Net Assets

Up

$2,887,876

Up $129,893 (+4.7%) from 2019

Liabilities

Up

$1,206,225

Up $482,249 (+67%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Down

$3,462,463

Down $375,487 (-9.8%) from 2019

Expenses

Down

$3,322,157

Down $152,092 (-4.4%) from 2019

Net Income

Down

$140,306

Down $223,395 (-61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,594,031Liabilities 2012: $668,740Net Assets 2012: $1,925,2912012Assets 2013: $2,755,038Liabilities 2013: $699,559Net Assets 2013: $2,055,4792013Assets 2014: $2,865,516Liabilities 2014: $737,491Net Assets 2014: $2,128,0252014Assets 2015: $2,782,170Liabilities 2015: $731,969Net Assets 2015: $2,050,2012015Assets 2016: $2,993,294Liabilities 2016: $784,111Net Assets 2016: $2,209,1832016Assets 2017: $3,039,455Liabilities 2017: $737,577Net Assets 2017: $2,301,8782017Assets 2018: $3,157,662Liabilities 2018: $767,782Net Assets 2018: $2,389,8802018Assets 2019: $3,481,959Liabilities 2019: $723,976Net Assets 2019: $2,757,9832019Assets 2020: $4,094,101Liabilities 2020: $1,206,225Net Assets 2020: $2,887,8762020Assets 2021: $4,257,104Liabilities 2021: $346,285Net Assets 2021: $3,910,8192021Assets 2022: $4,684,799Liabilities 2022: $250,471Net Assets 2022: $4,434,3282022Assets 2023: $4,661,066Liabilities 2023: $222,091Net Assets 2023: $4,438,9752023Assets 2024: $4,376,215Liabilities 2024: $221,629Net Assets 2024: $4,154,5862024Assets 2025: $4,348,272Liabilities 2025: $216,572Net Assets 2025: $4,131,7002025

Highlighted filing

2020

Assets$4,094,101
Liabilities$1,206,225
Net Assets$2,887,876
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $2,860,147Expenses 2012: $2,838,436Net Income 2012: $21,7112012Revenue 2013: $3,313,138Expenses 2013: $3,186,374Net Income 2013: $126,7642013Revenue 2014: $3,551,783Expenses 2014: $3,480,360Net Income 2014: $71,4232014Revenue 2015: $3,565,594Expenses 2015: $3,643,311Net Income 2015: -$77,7172015Revenue 2016: $3,724,038Expenses 2016: $3,566,776Net Income 2016: $157,2622016Revenue 2017: $3,806,638Expenses 2017: $3,712,289Net Income 2017: $94,3492017Revenue 2018: $3,726,848Expenses 2018: $3,640,377Net Income 2018: $86,4712018Revenue 2019: $3,837,950Expenses 2019: $3,474,249Net Income 2019: $363,7012019Revenue 2020: $3,462,463Expenses 2020: $3,322,157Net Income 2020: $140,3062020Revenue 2021: $3,780,202Expenses 2021: $3,276,237Net Income 2021: $503,9652021Revenue 2022: $3,673,484Expenses 2022: $3,159,647Net Income 2022: $513,8372022Revenue 2023: $3,444,959Expenses 2023: $3,462,790Net Income 2023: -$17,8312023Revenue 2024: $3,133,468Expenses 2024: $3,437,404Net Income 2024: -$303,9362024Revenue 2025: $3,200,799Expenses 2025: $3,237,086Net Income 2025: -$36,2872025

Highlighted filing

2020

Revenue$3,462,463
Expenses$3,322,157
Net Income$140,306
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 12, 2020
Return Version
2019v5.0
Gross Receipts
$3,462,463
Mission and Program Overview

Mission

Assistance to disabled adults to aid in the development of living and working skills

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,238,551$2,390,316▲ $1,151,765
Land, Buildings, and Equipment, Net$1,354,796$1,300,891▼ $53,905
Accounts Receivable$804,584$303,689▼ $500,895
Prepaid Expenses and Deferred Charges$57,310$50,762▼ $6,548
Cash and Non-Interest-Bearing Accounts$995$30,579▲ $29,584
Investments in Publicly Traded Securities$24,952$17,206▼ $7,746
Total Assets$3,481,959$4,094,101▲ $612,142
Other Assets Total$771$658▼ $113
Liabilities
Mortgage Notes Payable Secured by Investment Property$352,846$829,173▲ $476,327
Accounts Payable and Accrued Expenses$371,130$377,052▲ $5,922
Total Liabilities$723,976$1,206,225▲ $482,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,757,983$2,887,876▲ $129,893
Total Net Assets Fund Balance$2,757,983$2,887,876▲ $129,893
Total Liabilities and Net Assets / Fund Balance$3,481,959$4,094,101▲ $612,142

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,202,829$832,739$2,035,568
Other Land Buildings$59,672$203,081$262,753
Equipment$23,690$95,167$118,857
Land$14,700-$14,700
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheila SchulteExecutive DiFT$85,874$13,852$99,726

Board Members and Trustees

NameTitle
Brian HoulihanPresident
Keeli WardDirector
Meghan PalmerDirector
Mike MyersDirector
Ray WhalenDirector
Rhonda LettingtonDirector
Robin RacicotDirector
William ShaferSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$9,772
Program Service Revenue
$3,433,059
Investment Income
$9,340
Other Revenue
$10,292
All Other Contributions
$9,772
Change in Net Assets
$140,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,798,758
Other Expenses$523,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,029,885$196,025-$2,225,910
Other Employee Benefits$245,971$23,220-$269,191
Occupancy$222,244$9,052-$231,296
Payroll Taxes$141,131$13,944-$155,075
Pension Plan Contributions$133,305$15,277-$148,582
Depreciation Depletion$8,399$65,174-$73,573
Fees for Services Accounting-$54,408-$54,408
Office Expenses$19,877$30,142-$50,019
Insurance-$15,018-$15,018
Interest-$14,342-$14,342
All Other Expenses$1,278$8,728-$10,006
Other Expenses$6,949$2,787-$9,736
Conferences and Meetings$346$6,480-$6,826
Fees for Services Management-$6,326-$6,326
Fees for Services Other$1,191$3,735-$4,926
Advertising-$610-$610
Fees for Service Investment Mgmnt Fees-$32-$32
Total Functional Expenses$2,844,623$477,534$0$3,322,157
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
Brian HoulihanDirectorLease of HomeNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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

“The board reviews the 990 at the board meeting preceding the november 15 filing deadline”

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

“Board members annually sign a conflict of interest statement at which time previous year's compliance is reviewed”

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

“At executive director's review, board obtains comparable salaries from 3 similar sized agencies in allamakee and surrounding counties. The board also considers financial statements and program accomplishments.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Tasc Inc
EIN
42-1018273
Phone
5635684060
Address
2213 MOUNT OLIVET RD NW, WAUKON, IA 52172

Signing Officer

Name
Sheila Schulte
Title
Executive Director
Phone
5635684060
Signed
2020-10-12

Organization Details

Principal Officer
Brian Houlihan
Formed
1974
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
112
Volunteers
8

Preparer

Firm
Hacker Nelson & Co Pc
Address
19 1ST AVE NW, WAUKON, IA 52172
Preparer
Joseph a Bouska
Phone
5635684567
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Supported residential support and services that allow people to participate in the community.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -2,632 cost vs market value differences -7,781 total -10,413”

Raw XML AppendixShowing 400 of 482 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0371130
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0377052
IRS990/AccountsReceivableGrp/BOYAmt0804584
IRS990/AccountsReceivableGrp/EOYAmt0303689
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ASSISTANCE TO DISABLED ADULTS TO AID IN THE DEVELOPMENT OF LIVING AND WORKING SKILLS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0610
IRS990/AdvertisingGrp/TotalAmt0610
IRS990/AllOtherContributionsAmt09772
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08728
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01278
IRS990/AllOtherExpensesGrp/TotalAmt010006
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SHEILA SCHULTE
IRS990/BooksInCareOfDetail/PhoneNum05635684060
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02213 MOUNT OLIVET RD NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUKON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052172
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0995
IRS990/CashNonInterestBearingGrp/EOYAmt030579
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06480
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0346
IRS990/ConferencesMeetingsGrp/TotalAmt06826
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09772
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09340
IRS990/CYOtherExpensesAmt0523399
IRS990/CYOtherRevenueAmt010292
IRS990/CYProgramServiceRevenueAmt03433059
IRS990/CYRevenuesLessExpensesAmt0140306
IRS990/CYSalariesCompEmpBnftPaidAmt02798758
IRS990/CYTotalExpensesAmt03322157
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03462463
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt065174
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08399
IRS990/DepreciationDepletionGrp/TotalAmt073573
IRS990/Desc0HOME AND COMMUNITY BASED SERVICES TO PROVIDE HOME SERVICES TO ASSIST INDIVIDUALS IN LIVING IN THEIR OWN HOMES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0112
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01767440
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt054408
IRS990/FeesForServicesAccountingGrp/TotalAmt054408
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06326
IRS990/FeesForServicesManagementGrp/TotalAmt06326
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03735
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01191
IRS990/FeesForServicesOtherGrp/TotalAmt04926
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt032
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt032
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt813852
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN HOULIHAN
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM SHAFER
IRS990/Form990PartVIISectionAGrp/PersonNm2KEELI WARD
IRS990/Form990PartVIISectionAGrp/PersonNm3RHONDA LETTINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm4RAY WHALEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBIN RACICOT
IRS990/Form990PartVIISectionAGrp/PersonNm6MEGHAN PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm8SHEILA SCHULTE
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/ReportableCompFromOrgAmt885874
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0648
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0648
IRS990/GrossReceiptsAmt03462463
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt015018
IRS990/InsuranceGrp/TotalAmt015018
IRS990/InterestGrp/ManagementAndGeneralAmt014342
IRS990/InterestGrp/TotalAmt014342
IRS990/InvestmentIncomeGrp/ExclusionAmt08692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08692
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024952
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017206
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01130987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01354796
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01300891
IRS990/LandBldgEquipCostOrOtherBssAmt02431878
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ASSISTANCE TO DISABLED ADULTS TO AID IN THE DEVELOPMENT OF LIVING AND WORKING SKILLS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0352846
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0829173
IRS990/NetAssetsOrFundBalancesBOYAmt02757983
IRS990/NetAssetsOrFundBalancesEOYAmt02887876
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0648
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0648
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02757983
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02887876
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09052
IRS990/OccupancyGrp/ProgramServicesAmt0222244
IRS990/OccupancyGrp/TotalAmt0231296
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030142
IRS990/OfficeExpensesGrp/ProgramServicesAmt019877
IRS990/OfficeExpensesGrp/TotalAmt050019
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0771
IRS990/OtherAssetsTotalGrp/EOYAmt0658
IRS990/OtherChangesInNetAssetsAmt0-10413
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023220
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0245971
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0269191
IRS990/OtherExpensesGrp/Desc0VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc1DAILY CLIENT TRANSPORT
IRS990/OtherExpensesGrp/Desc2OTHER SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1184
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22461
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32787
IRS990/OtherExpensesGrp/ProgramServicesAmt010443
IRS990/OtherExpensesGrp/ProgramServicesAmt116288
IRS990/OtherExpensesGrp/ProgramServicesAmt27316
IRS990/OtherExpensesGrp/ProgramServicesAmt36949
IRS990/OtherExpensesGrp/TotalAmt020032
IRS990/OtherExpensesGrp/TotalAmt116472
IRS990/OtherExpensesGrp/TotalAmt29777
IRS990/OtherExpensesGrp/TotalAmt39736
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1LAUNDRY
IRS990/OtherRevenueMiscGrp/ExclusionAmt05269
IRS990/OtherRevenueMiscGrp/ExclusionAmt15023
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05269
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15023
IRS990/OtherRevenueTotalAmt010292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0196025
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02029885
IRS990/OtherSalariesAndWagesGrp/TotalAmt02225910
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013944
IRS990/PayrollTaxesGrp/ProgramServicesAmt0141131
IRS990/PayrollTaxesGrp/TotalAmt0155075
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015277
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0133305
IRS990/PensionPlanContributionsGrp/TotalAmt0148582
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt057310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050762
IRS990/PrincipalOfficerNm0BRIAN HOULIHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0HCBS
IRS990/ProgramServiceRevenueGrp/Desc1TRANSITIONS
IRS990/ProgramServiceRevenueGrp/Desc2DAYHAB
IRS990/ProgramServiceRevenueGrp/Desc3SCL
IRS990/ProgramServiceRevenueGrp/Desc4WORK SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01776228
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1735598
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2452245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3287696
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4181292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01776228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1735598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2452245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3287696
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4181292
IRS990/ProgSrvcAccomActy2Grp/Desc0ASSIST IN DEVELOPING FUNCTIONAL DAY-TO-DAY LIVING SKILLS THAT WILL HELP INTEGRATE THE INDIVIDUALS INTO THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0554863
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0735598
IRS990/ProgSrvcAccomActy3Grp/Desc0WORK SERVICES - SKILLS TRAINING THAT HELPS PEOPLE DEVELOP WORK SKILLS AND BEHAVIORAL SKILLS NEEDED TO JOIN THE WORKFORCE AND BECOME PART OF THE COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0235574
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0181292
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORTED RESIDENTIAL SUPPORT AND SERVICES THAT ALLOW PEOPLE TO PARTICIPATE IN THE COMMUNITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0286746
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0287696
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05628
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010147
IRS990/PYOtherExpensesAmt0634569
IRS990/PYOtherRevenueAmt07489
IRS990/PYProgramServiceRevenueAmt03814686
IRS990/PYRevenuesLessExpensesAmt0363701
IRS990/PYSalariesCompEmpBnftPaidAmt02839680
IRS990/PYTotalExpensesAmt03474249
IRS990/PYTotalRevenueAmt03837950
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0140306
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02228473
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01238551
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02390316
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 4,044 GAIN ON SALE OF STOCK 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0144368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07865
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05484
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03433059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03814686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03702239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03786602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03598305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018334891
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010292
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07489
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06490
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04990
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt05646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt034907
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05890
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038078
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04044
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04045
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt018514166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03453123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03827803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03718682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03800048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03714510
IRS990ScheduleA/Total509Grp/TotalAmt018514166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03461815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03837950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03726548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03805938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03724038
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018556289
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01202829
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0832739
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02035568
IRS990ScheduleD/EquipmentGrp/BookValueAmt023690
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095167
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118857
IRS990ScheduleD/LandGrp/BookValueAmt014700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt014700
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt059672
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0203081
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0262753
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01300891
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0BRIAN HOULIHAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LEASE OF HOME
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORTED RESIDENTIAL SUPPORT AND SERVICES THAT ALLOW PEOPLE TO PARTICIPATE IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE 990 AT THE BOARD MEETING PRECEDING THE NOVEMBER 15 FILING DEADLINE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AT WHICH TIME PREVIOUS YEAR'S COMPLIANCE IS REVIEWED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EXECUTIVE DIRECTOR'S REVIEW, BOARD OBTAINS COMPARABLE SALARIES FROM 3 SIMILAR SIZED AGENCIES IN ALLAMAKEE AND SURROUNDING COUNTIES. THE BOARD ALSO CONSIDERS FINANCIAL STATEMENTS AND PROGRAM ACCOMPLISHMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK / TAX DEPRECIATION DIFFERENCE -2,632 COST VS MARKET VALUE DIFFERENCES -7,781 TOTAL -10,413
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

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
$4,094,101
Liabilities
$1,206,225
Net assets
$2,887,876
Revenue
$3,462,463
Expenses
$3,322,157
Net income
$140,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.35$0.22$4.13$3.20$3.24$0.04
2024Summary only. Only limited summary data is available for this year.$4.38$0.22$4.15$3.13$3.44$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.22$4.44$3.44$3.46$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.25$4.43$3.67$3.16$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.35$3.91$3.78$3.28$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.09$1.21$2.89$3.46$3.32$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.72$2.76$3.84$3.47$0.36
2018Summary only. Only limited summary data is available for this year.$3.16$0.77$2.39$3.73$3.64$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.74$2.30$3.81$3.71$0.09
2016Summary only. Only limited summary data is available for this year.$2.99$0.78$2.21$3.72$3.57$0.16
2015Summary only. Only limited summary data is available for this year.$2.78$0.73$2.05$3.57$3.64$0.08
2014Summary only. Only limited summary data is available for this year.$2.87$0.74$2.13$3.55$3.48$0.07
2013Summary only. Only limited summary data is available for this year.$2.76$0.70$2.06$3.31$3.19$0.13
2012Summary only. Only limited summary data is available for this year.$2.59$0.67$1.93$2.86$2.84$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits