Civic Intelligence

Monroe County Professional Management Corporation

990 • Fiscal year 2014 • EIN 42-1282033

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 18, 2014

PO Box 33152531

(641) 932-5311

Siviq Scores

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

Liabilities / Assets

74th percentile

0.41x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.25x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Up

$1,041,890

Up $98,769 (+10%) from 2013

Net Assets

Up

$618,336

Up $28,469 (+4.8%) from 2013

Liabilities

Up

$423,554

Up $70,300 (+20%) from 2013

Revenue

$1,685,516

No earlier filing loaded for comparison.

Expenses

Up

$1,657,047

Up $228,280 (+16%) from 2013

Net Income

$28,469

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,004,233Liabilities 2011: $440,779Net Assets 2011: $563,4542011Assets 2012: $952,992Liabilities 2012: $378,461Net Assets 2012: $574,5312012Assets 2013: $943,121Liabilities 2013: $353,254Net Assets 2013: $589,8672013Assets 2014: $1,041,890Liabilities 2014: $423,554Net Assets 2014: $618,3362014Assets 2015: $1,099,339Liabilities 2015: $409,511Net Assets 2015: $689,8282015Assets 2016: $969,528Liabilities 2016: $279,473Net Assets 2016: $690,0552016Assets 2017: $865,065Liabilities 2017: $217,640Net Assets 2017: $647,4252017Assets 2018: $976,491Liabilities 2018: $178,239Net Assets 2018: $798,2522018Assets 2019: $1,085,774Liabilities 2019: $90,275Net Assets 2019: $995,4992019Assets 2020: $1,322,209Liabilities 2020: $209,505Net Assets 2020: $1,112,7042020Assets 2021: $1,458,080Liabilities 2021: $87,213Net Assets 2021: $1,370,8672021Assets 2022: $1,631,962Liabilities 2022: $82,888Net Assets 2022: $1,549,0742022Assets 2023: $1,727,877Liabilities 2023: $87,453Net Assets 2023: $1,640,4242023Assets 2024: $1,651,224Liabilities 2024: $83,904Net Assets 2024: $1,567,3202024Assets 2025: $1,538,404Liabilities 2025: $138,562Net Assets 2025: $1,399,8422025

Highlighted filing

2014

Assets$1,041,890
Liabilities$423,554
Net Assets$618,336

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,264,726Expenses 2011: $1,278,588Net Income 2011: -$13,8622011Revenue 2012: $1,287,549Expenses 2012: $1,276,472Net Income 2012: $11,0772012Expenses 2013: $1,428,7672013Revenue 2014: $1,685,516Expenses 2014: $1,657,047Net Income 2014: $28,4692014Revenue 2015: $1,623,963Expenses 2015: $1,552,471Net Income 2015: $71,4922015Revenue 2016: $1,429,636Expenses 2016: $1,429,409Net Income 2016: $2272016Revenue 2017: $1,320,706Expenses 2017: $1,360,336Net Income 2017: -$39,6302017Revenue 2018: $1,487,543Expenses 2018: $1,336,716Net Income 2018: $150,8272018Revenue 2019: $1,605,093Expenses 2019: $1,407,846Net Income 2019: $197,2472019Revenue 2020: $1,539,680Expenses 2020: $1,422,475Net Income 2020: $117,2052020Revenue 2021: $1,558,507Expenses 2021: $1,300,344Net Income 2021: $258,1632021Revenue 2022: $1,423,720Expenses 2022: $1,245,513Net Income 2022: $178,2072022Revenue 2023: $1,371,961Expenses 2023: $1,280,611Net Income 2023: $91,3502023Revenue 2024: $1,208,425Expenses 2024: $1,281,529Net Income 2024: -$73,1042024Revenue 2025: $1,177,110Expenses 2025: $1,344,588Net Income 2025: -$167,4782025

Highlighted filing

2014

Revenue$1,685,516
Expenses$1,657,047
Net Income$28,469
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 18, 2014
Return Version
2013v3.1
Gross Receipts
$1,727,010
Mission and Program Overview

Mission

Housing and care of disabled/handicapped. We operate a home and community based services program, a habilitation program and a day hab program for residents of the local area.

Housing and care of disabled/handicapped. We operate a group home for mentally and handicapped persons. We also operate a home and community based services program and a day hab program for residents of the local area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$703,681$701,753▼ $1,928
Savings and Temporary Cash Investments$78,034$178,293▲ $100,259
Accounts Receivable$136,389$137,336▲ $947
Prepaid Expenses and Deferred Charges$21,869$21,833▼ $36
Intangible Assets$3,148$2,675▼ $473
Total Assets$943,121$1,041,890▲ $98,769
Liabilities
Mortgage Notes Payable Secured by Investment Property$255,351$249,254▼ $6,097
Accounts Payable and Accrued Expenses$97,903$174,300▲ $76,397
Total Liabilities$353,254$423,554▲ $70,300
Net Assets / Fund Balance
Unrestricted Net Assets$589,867$618,336▲ $28,469
Total Net Assets Fund Balance$589,867$618,336▲ $28,469
Total Liabilities and Net Assets / Fund Balance$943,121$1,041,890▲ $98,769

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$441,990$265,521$707,511
Leasehold Improvements$126,364$59,660$186,024
Equipment$61,054$102,587$163,641
Other Land Buildings$38,845$119,091$157,936
Land$33,500-$33,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brent YagerPresident
Julie StockerDirector
Kathy ElliottDirector
Linda PrestonDirector
Lois MickSecretary
Loren PenceTreasurer
Jim HaywoodVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,336
Program Service Revenue
$1,681,505
Investment Income
$69
Other Revenue
$2,606
All Other Contributions
$1,336
Change in Net Assets
$28,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,685,516
Total Revenue per Audited Statements
$1,685,516
Total Revenue per Form 990
$1,685,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,380,063
Other Expenses$276,984
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$951,606$58,527-$1,010,133
Payroll Taxes$154,043$13,037-$167,080
Other Employee Benefits$116,847$11,660-$128,507
Current Officers, Directors, Trustees, and Key Employees$48,323$26,020-$74,343
Depreciation Depletion$40,117$7,363-$47,480
All Other Expenses$8,942$26,688-$35,630
Office Expenses-$33,714-$33,714
Occupancy$24,289$6,409-$30,698
Insurance$12,621$1,264-$13,885
Interest$9,911$3,666-$13,577
Other Expenses$29,567$10,036-$10,036
Fees for Services Accounting-$8,221-$8,221
Total Functional Expenses$1,427,896$229,151$0$1,657,047

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,657,047
Total Expenses per Audited Statements$1,657,047
Total Expenses per Form 990$1,657,047
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Reviewed by the president, who discusses it with the other board members prior to approval.

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

President monitors the members, and the other members monitor the president to ensure no perceived or actual conflict of interest exists.

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

Reviewed by the board of directors, and approved by the board of directors, as documented in the board minutes.

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

Reviewed by the board of directors, and approved by the board of directors, as documented in the board minutes.

Form 990, Page 6, Part VI, Line 19

Available to the public, upon request, during normal business hours.

Filing and Contact Details

Filer

EIN
42-1282033
Phone
6419325311

Signing Officer

Name
Jeff Weldon
Title
Executive Director
Phone
6419325311
Signed
2014-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Weldon
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
79

Preparer

Preparer
Alan Kincheloe
Phone
5153625672
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Housing and care of disabled/handicapped. We operate a group home for mentally and handicapped persons. We also operate a home and community based services program and a day hab program for residents of the local area.

Raw XML Appendix379 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0534
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01128
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01725674
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79000
IRS990ScheduleA/PublicSupportPY170Pct00.78720
IRS990ScheduleA/PublicSupportTotal170Amt04244
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04244
IRS990ScheduleA/TotalSupportAmt05372
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0441990
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0265521
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0707511
IRS990ScheduleD/EquipmentGrp/BookValueAmt061054
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102587
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0163641
IRS990ScheduleD/ExpensesSubtotalAmt01657047
IRS990ScheduleD/LandGrp/BookValueAmt033500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt033500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0126364
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt059660
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0186024
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038845
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0119091
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0157936
IRS990ScheduleD/RevenueSubtotalAmt01685516
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0701753
IRS990ScheduleD/TotalExpensesPerForm990Amt01657047
IRS990ScheduleD/TotalRevenuePerForm990Amt01685516
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01685516
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01657047
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOUSING AND CARE OF DISABLED/HANDICAPPED. WE OPERATE A GROUP HOME FOR MENTALLY AND HANDICAPPED PERSONS. WE ALSO OPERATE A HOME AND COMMUNITY BASED SERVICES PROGRAM AND A DAY HAB PROGRAM FOR RESIDENTS OF THE LOCAL AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE PRESIDENT, WHO DISCUSSES IT WITH THE OTHER BOARD MEMBERS PRIOR TO APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRESIDENT MONITORS THE MEMBERS, AND THE OTHER MEMBERS MONITOR THE PRESIDENT TO ENSURE NO PERCEIVED OR ACTUAL CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY THE BOARD OF DIRECTORS, AND APPROVED BY THE BOARD OF DIRECTORS, AS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED BY THE BOARD OF DIRECTORS, AND APPROVED BY THE BOARD OF DIRECTORS, AS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE TO THE PUBLIC, UPON REQUEST, DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0943121
IRS990/TotalAssetsEOYAmt01041890
IRS990/TotalAssetsGrp/BOYAmt0943121
IRS990/TotalAssetsGrp/EOYAmt01041890
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01336
IRS990/TotalEmployeeCnt079
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0229151
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01427896
IRS990/TotalFunctionalExpensesGrp/TotalAmt01657047
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0353254
IRS990/TotalLiabilitiesEOYAmt0423554
IRS990/TotalLiabilitiesGrp/BOYAmt0353254
IRS990/TotalLiabilitiesGrp/EOYAmt0423554
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0589867
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0618336
IRS990/TotalProgramServiceExpensesAmt01427896
IRS990/TotalProgramServiceRevenueAmt01681505
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01684180
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01685516
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0943121
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01041890
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0589867
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0618336
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 331
IRS990/USAddress/City0ALBIA
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode052531
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06419325311
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONROE COUNTY PROFESSIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20MANAGEMENT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0421282033
ReturnHeader/Filer/PhoneNum06419325311
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 331
ReturnHeader/Filer/USAddress/City0ALBIA
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052531
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261600907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FALLER KINCHELOE AND CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102721 SW 30TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0503211409
ReturnHeader/PreparerPersonGrp/PhoneNum05153625672
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN KINCHELOE
ReturnHeader/ReturnTs02014-12-19T15:42:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.14$1.40$1.18$1.34$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.08$1.57$1.21$1.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.64$1.37$1.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.08$1.55$1.42$1.25$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.09$1.37$1.56$1.30$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.21$1.11$1.54$1.42$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.09$1.00$1.61$1.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.18$0.80$1.49$1.34$0.15
2017Summary only. Only limited summary data is available for this year.$0.87$0.22$0.65$1.32$1.36$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.28$0.69$1.43$1.43$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.41$0.69$1.62$1.55$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.42$0.62$1.69$1.66$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.35$0.59$1.43
2012Summary only. Only limited summary data is available for this year.$0.95$0.38$0.57$1.29$1.28$0.01
2011Summary only. Only limited summary data is available for this year.$1.00$0.44$0.56$1.26$1.28$0.01