Civic Intelligence

Pony Bird Incorporated

990 • Fiscal year 2021 • EIN 43-1188096

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 15, 2022

PO Box 190Mapaville, MO 63065

(636) 931-5818

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.05x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

76th percentile

31%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

31st percentile

$121,259

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

76th percentile

23%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

42%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$14,239,397

Up $2,707,891 (+23%) from 2020

Net Assets

Up

$13,644,579

Up $3,580,887 (+36%) from 2020

Liabilities

Down

$594,818

Down $872,996 (-59%) from 2020

Revenue

Up

$11,112,939

Up $3,285,358 (+42%) from 2020

Expenses

Up

$7,658,317

Up $275,500 (+3.7%) from 2020

Net Income

Up

$3,454,622

Up $3,009,858 (+677%) from 2020

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $5,542,671Liabilities 2011: $1,370,350Net Assets 2011: $4,172,3212011Assets 2012: $5,646,647Liabilities 2012: $992,599Net Assets 2012: $4,654,0492012Assets 2013: $5,075,570Liabilities 2013: $278,147Net Assets 2013: $4,797,4232013Assets 2014: $5,663,582Liabilities 2014: $290,703Net Assets 2014: $5,372,8792014Assets 2015: $6,870,859Liabilities 2015: $330,517Net Assets 2015: $6,540,3412015Assets 2016: $7,421,773Liabilities 2016: $433,983Net Assets 2016: $6,987,7902016Assets 2017: $8,309,146Liabilities 2017: $433,132Net Assets 2017: $7,876,0142017Assets 2018: $9,076,674Liabilities 2018: $488,685Net Assets 2018: $8,587,9892018Assets 2019: $10,081,484Liabilities 2019: $473,855Net Assets 2019: $9,607,6292019Assets 2020: $11,531,506Liabilities 2020: $1,467,814Net Assets 2020: $10,063,6922020Assets 2021: $14,239,397Liabilities 2021: $594,818Net Assets 2021: $13,644,5792021Assets 2022: $15,603,381Liabilities 2022: $614,864Net Assets 2022: $14,988,5172022Assets 2023: $24,456,944Liabilities 2023: $1,371,370Net Assets 2023: $23,085,5742023Assets 2024: $27,692,564Liabilities 2024: $1,403,762Net Assets 2024: $26,288,8022024Assets 2025: $32,068,688Liabilities 2025: $1,503,087Net Assets 2025: $30,565,6012025

Highlighted filing

2021

Assets$14,239,397
Liabilities$594,818
Net Assets$13,644,579

Operations Trend

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

$30M$20M$10M$0Revenue 2011: $5,345,931Expenses 2011: $5,127,389Net Income 2011: $218,5422011Revenue 2012: $5,747,092Expenses 2012: $5,265,364Net Income 2012: $481,7282012Revenue 2013: $5,595,963Expenses 2013: $5,452,588Net Income 2013: $143,3752013Revenue 2014: $6,402,272Expenses 2014: $5,826,816Net Income 2014: $575,4562014Revenue 2015: $7,653,795Expenses 2015: $6,486,333Net Income 2015: $1,167,4622015Revenue 2016: $6,680,309Expenses 2016: $6,196,155Net Income 2016: $484,1542016Revenue 2017: $6,942,036Expenses 2017: $6,077,303Net Income 2017: $864,7332017Revenue 2018: $7,001,427Expenses 2018: $6,285,409Net Income 2018: $716,0182018Revenue 2019: $7,858,935Expenses 2019: $6,861,938Net Income 2019: $996,9972019Revenue 2020: $7,827,581Expenses 2020: $7,382,817Net Income 2020: $444,7642020Revenue 2021: $11,112,939Expenses 2021: $7,658,317Net Income 2021: $3,454,6222021Revenue 2022: $9,442,187Expenses 2022: $7,710,084Net Income 2022: $1,732,1032022Revenue 2023: $24,649,190Expenses 2023: $16,926,081Net Income 2023: $7,723,1092023Revenue 2024: $20,286,205Expenses 2024: $17,597,120Net Income 2024: $2,689,0852024Revenue 2025: $21,866,381Expenses 2025: $18,024,534Net Income 2025: $3,841,8472025

Highlighted filing

2021

Revenue$11,112,939
Expenses$7,658,317
Net Income$3,454,622
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 15, 2022
Return Version
2020v4.2
Gross Receipts
$12,732,594
Mission and Program Overview

Mission

To enrich the lives of individuals with disabilities.

Supporting individuals with severe intellectual and physical disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,208,485$4,122,594▼ $85,891
Savings and Temporary Cash Investments$4,587,949$2,830,520▼ $1,757,429
Investments in Publicly Traded Securities$1,140,006$2,322,010▲ $1,182,004
Cash and Non-Interest-Bearing Accounts$195,480$1,368,466▲ $1,172,986
Accounts Receivable$1,234,606$1,030,713▼ $203,893
Investments Other Securities$101,802$225,951▲ $124,149
Prepaid Expenses and Deferred Charges$63,178$59,758▼ $3,420
Pledges and Grants Receivable-$49,998-
Total Assets$11,531,506$14,239,397▲ $2,707,891
Other Assets Total$0$2,229,387▲ $2,229,387
Liabilities
Other Liabilities$912,000$0▼ $912,000
Accounts Payable and Accrued Expenses$455,344$435,808▼ $19,536
Escrow Account Liability$100,470$159,010▲ $58,540
Total Liabilities$1,467,814$594,818▼ $872,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,951,405$13,475,407▲ $3,524,002
Net Assets With Donor Restrictions$112,287$169,172▲ $56,885
Total Net Assets Fund Balance$10,063,692$13,644,579▲ $3,580,887
Total Liabilities and Net Assets / Fund Balance$11,531,506$14,239,397▲ $2,707,891

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,195,275$2,702,861$5,898,136
Equipment$359,911$1,306,635$1,666,546
Land$495,779-$495,779
Other Land Buildings$71,629$252,327$323,956
Other Assets Org$2,229,387--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$101,802$104,000▲ $20,149-$225,951
2019$96,969$250▲ $4,583-$101,802
2018$84,596$7,250▲ $5,123-$96,969
2017$56,840$25,050▲ $2,706-$84,596
2016-$55,000▲ $1,840-$56,840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara SucharskiPresident & CEOFT$109,109$12,150$121,259
Tina LansfordChief Financial OfficerFT$74,598-$74,598

Board Members and Trustees

NameTitle
Charles WootenChairperson
Mark WestcottVice Chairperson
Ann Freguson-stephensBoard Member
Dana HockensmithBoard Member
Eric AmmonsBoard Member
Heather WilliamsBoard Member
Kyle DruryBoard Member
Roy BurnsideBoard Member
Sue HockensmithBoard Member
Susan CurfmanBoard Member
Donna LittonSecretary
Paul FlynnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,378,684
Program Service Revenue
$6,625,586
Investment Income
$110,926
Other Revenue
$-2,257
All Other Contributions
$729,445
Change in Net Assets
$3,454,622

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 Table158$29,070Fair Market Value (FMV)
Clothing and Household Goods-$20,000Fair Market Value (FMV)
Other Non Cash Contri Table1$6,627Fair Market Value (FMV)
Total Noncash Contributions159$55,697-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,132,855
Revenue Not Reported on Financial Statements
$-19,916
Revenue Not Reported on Form 990
$126,265
Other Revenue Adjustments
$-19,916
Total Revenue per Audited Statements
$11,259,120
Total Revenue per Form 990
$11,112,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,308,443
Other Expenses$1,349,874
Total Fundraising Expense$144,964
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,197,472$516,351$76,159$4,789,982
Other Employee Benefits$673,549$104,649$13,424$791,622
Payroll Taxes$317,089$51,924$6,674$375,687
Depreciation Depletion$294,321$48,196$6,196$348,713
Current Officers, Directors, Trustees, and Key Employees$20,433$183,397$13,622$217,452
Occupancy$146,834$30,545$6,500$183,879
Pension Plan Contributions$115,938$15,566$2,196$133,700
Fees for Services Accounting$55,361$52,499$1,093$108,953
Fees for Services Other$50,495$47,884$996$99,375
Insurance$34,236$32,466$676$67,378
Office Expenses$26,224$9,733$16,731$52,688
Travel$49,812--$49,812
Fees for Services Legal$6,966$6,606$138$13,710
Other Expenses$2,965$985$559$3,950
Total Functional Expenses$6,407,666$1,105,687$144,964$7,658,317

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,678,233
Expenses per Audited Statements$7,658,317
Total Expenses per Form 990$7,658,317
Expenses Not Reported on Form 990$19,916
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,916
Fundraising Gross Income$16,199
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$69,850$14,699$3,097$11,602
Taste$58,677$1,500$4,116$-2,616
Total Events$128,527$16,199$19,916$-3,717
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Dana and sue hockensmith have a family relationship.

Form 990, Part VI, Section B, Line 11B

The 990 is distributed to pony bird's board of directors prior to filing.

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

Upon joining the board of directors, members complete a conflict of interest form. This is conducted annually with all board members at the start of the new fiscal year.

Form 990, Part VI, Section B, Line 15

The personnel committee meets annually to review the salary scale and rate of pay for all employees, including top management and key employees. New salary data from human resources is presented to the board of directors every two to three years.

Form 990, Part VI, Section C, Line 19

Pony bird operates under the sunshine law. Governing documents, conflict of interest policy, and financial statements are available to the public upon written request. Such documentation is also on file at our main administrative offices, located at #1 pony bird lane in mapaville, missouri, 63065.

Filing and Contact Details

Filer

Filer Name
Pony Bird Inc
EIN
43-1188096
Phone
6369315818
Address
PO BOX 190, MAPAVILLE, MO 63065

Signing Officer

Name
Sara Sucharski
Title
President & CEO
Phone
6369315818
Signed
2022-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Sucharski
Formed
1979
Legal Domicile
Mo
Voting Board Members
12
Independent Board Members
12
Employees
205
Volunteers
41

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Kimberly a Ryan
Phone
3142903300
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The cash held for residents is held by the organization for the residents at the various homes for their out-of-pocket expenditures. These funds are maintained in a separate bank account at a federally insured financial institution.

PART V, LINE 4:

The organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the organization must hold in perpetuity. Under this policy, as approved by the board of directors, the endowment assets are invested in a manner that is intended to maximize total return through a diversified investment strategy that achieves, over time, an annualized rate of return that supports the organization's spending rate.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special event expenses -19,916.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 19,916.

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IRS990/Desc0RESIDENTIAL PLACEMENT PROVIDES PERSON-CENTERED SUPPORTS TO PROMOTE INDEPENDENCE IN A SAFE AND HEALTHY ENVIRONMENT. 24-HOUR PERSONAL CARE IS PROVIDED TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES BY TRAINED STAFF AND OVERSEEN BY A PROGRAM MANAGER AND A NURSE IN EACH OF THE ORGANIZATION'S FOUR HOMES. IN ADDITION, ALL RESIDENTS RECEIVE MEDICAL CARE, DIETARY MANAGEMENT (WHICH IS MONITORED BY A REGISTERED DIETITIAN), RECREATION OPPORTUNITIES THROUGHOUT THE COMMUNITY, ALONG WITH OCCUPATIONAL, PHYSICAL AND SPEECH THERAPY AS RECOMMENDED. RESIDENTS WORK ON INDIVIDUALIZED GOALS AND PROGRAMS THROUGH RECREATIONAL AND THERAPEUTIC ACTIVITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
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IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2985
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IRS990/OtherExpensesGrp/ProgramServicesAmt22965
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IRS990/OtherExpensesGrp/TotalAmt131483
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06674
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt051924
IRS990/PayrollTaxesGrp/ProgramServicesAmt0317089
IRS990/PayrollTaxesGrp/TotalAmt0375687
IRS990/PensionPlanContributionsGrp/FundraisingAmt02196
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015566
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0115938
IRS990/PensionPlanContributionsGrp/TotalAmt0133700
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IRS990/ProgSrvcAccomActy2Grp/Desc0INDIVIDUALIZED SUPPORTED LIVING ALLOWS PEOPLE TO RECEIVE SUPPORT SERVICES IN THEIR OWN HOME OR A NEWLY ESTABLISHED RESIDENCE. THESE SUPPORT SERVICES CAN BE CUSTOMIZED FOR PEOPLE BASED ON THEIR INDIVIDUAL SUPPORT NEEDS, RANGING FROM 24 HOURS A DAY TO JUST A FEW HOURS A WEEK.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0308739
IRS990/ProgSrvcAccomActy3Grp/Desc0THERAPY SERVICES - THE ORGANIZATION EMPLOYS A PHYSICAL THERAPIST, AN OCCUPATIONAL THERAPIST AND A SPEECH THERAPIST TO PROVIDE SUCH THERAPY SERVICES TO THE INDIVIDUALS WHO RESIDE AT THE ORGANIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0407611
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0240638
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0156430
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03454622
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06920983
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.1$1.50$30.6$21.9$18.0$3.84
2024Detailed filing. Detailed filing data is available for this year.$27.7$1.40$26.3$20.3$17.6$2.69
2023Detailed filing. Detailed filing data is available for this year.$24.5$1.37$23.1$24.6$16.9$7.72
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.61$15.0$9.44$7.71$1.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.59$13.6$11.1$7.66$3.45
2020Detailed filing. Detailed filing data is available for this year.$11.5$1.47$10.1$7.83$7.38$0.44
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.47$9.61$7.86$6.86$1.00
2018Detailed filing. Detailed filing data is available for this year.$9.08$0.49$8.59$7.00$6.29$0.72
2017Detailed filing. Detailed filing data is available for this year.$8.31$0.43$7.88$6.94$6.08$0.86
2016Detailed filing. Detailed filing data is available for this year.$7.42$0.43$6.99$6.68$6.20$0.48
2015Summary only. Only limited summary data is available for this year.$6.87$0.33$6.54$7.65$6.49$1.17
2014Summary only. Only limited summary data is available for this year.$5.66$0.29$5.37$6.40$5.83$0.58
2013Summary only. Only limited summary data is available for this year.$5.08$0.28$4.80$5.60$5.45$0.14
2012Summary only. Only limited summary data is available for this year.$5.65$0.99$4.65$5.75$5.27$0.48
2011Summary only. Only limited summary data is available for this year.$5.54$1.37$4.17$5.35$5.13$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits