Civic Intelligence

Chariton Valley Association for Handicapped Citizens Inc.

990 • Fiscal year 2018 • EIN 43-1261264

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 20, 2018

Organization ProfileCHARITONVALLEY.ORG

View Organization Page

1905 South High StreetKirksville, MO 63501

(660) 665-1111

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.17x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.10x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

58th percentile

5.7%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$91,627

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$3,552,067

Up $440,220 (+14%) from 2017

Net Assets

Up

$2,941,501

Up $347,355 (+13%) from 2017

Liabilities

Up

$610,566

Up $92,865 (+18%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin58th percentile

Revenue

Up

$6,099,152

Up $755,659 (+14%) from 2017

Expenses

Up

$5,751,797

Up $1,035,422 (+22%) from 2017

Net Income

Down

$347,355

Down $279,763 (-45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,924,760Liabilities 2011: $502,975Net Assets 2011: $1,421,7852011Assets 2012: $1,892,225Liabilities 2012: $384,808Net Assets 2012: $1,507,4172012Assets 2013: $1,904,190Liabilities 2013: $401,274Net Assets 2013: $1,502,9162013Assets 2014: $2,062,466Liabilities 2014: $372,759Net Assets 2014: $1,689,7072014Assets 2015: $2,110,396Liabilities 2015: $392,577Net Assets 2015: $1,717,8192015Assets 2016: $2,509,759Liabilities 2016: $542,731Net Assets 2016: $1,967,0282016Assets 2017: $3,111,847Liabilities 2017: $517,701Net Assets 2017: $2,594,1462017Assets 2018: $3,552,067Liabilities 2018: $610,566Net Assets 2018: $2,941,5012018Assets 2019: $4,064,374Liabilities 2019: $760,753Net Assets 2019: $3,303,6212019Assets 2020: $5,423,395Liabilities 2020: $1,776,099Net Assets 2020: $3,647,2962020Assets 2021: $5,034,457Liabilities 2021: $716,951Net Assets 2021: $4,317,5062021Assets 2022: $7,504,766Liabilities 2022: $848,867Net Assets 2022: $6,655,8992022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$3,552,067
Liabilities$610,566
Net Assets$2,941,501
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

$15M$10M$5.0M$0Revenue 2011: $2,904,533Expenses 2011: $2,853,248Net Income 2011: $51,2852011Expenses 2012: $3,117,6642012Expenses 2013: $3,262,0442013Revenue 2014: $3,455,601Expenses 2014: $3,268,810Net Income 2014: $186,7912014Revenue 2015: $3,419,986Expenses 2015: $3,391,874Net Income 2015: $28,1122015Revenue 2016: $3,917,532Expenses 2016: $3,668,323Net Income 2016: $249,2092016Revenue 2017: $5,343,493Expenses 2017: $4,716,375Net Income 2017: $627,1182017Revenue 2018: $6,099,152Expenses 2018: $5,751,797Net Income 2018: $347,3552018Revenue 2019: $7,002,667Expenses 2019: $6,640,547Net Income 2019: $362,1202019Revenue 2020: $7,332,301Expenses 2020: $6,988,626Net Income 2020: $343,6752020Revenue 2021: $8,269,897Expenses 2021: $7,599,687Net Income 2021: $670,2102021Revenue 2022: $10,751,478Expenses 2022: $8,413,085Net Income 2022: $2,338,3932022Revenue 2023: $5,067,313Expenses 2023: $4,534,425Net Income 2023: $532,8882023

Highlighted filing

2018

Revenue$6,099,152
Expenses$5,751,797
Net Income$347,355
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 20, 2018
Return Version
2017v2.2
Gross Receipts
$6,099,152
Mission and Program Overview

Mission

It is the mission of chariton valley association to provide a variety of support services, noticeably high in quality, to citizens of northeast missouri with developmental disabilities and encourage such persons to live their lives beyond limitations.

It is the mission of chariton valley association to empower people with disabilities to achieve their highest level of independence through high quality and diverse support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,619,045$2,148,919▲ $529,874
Land, Buildings, and Equipment, Net$779,721$744,179▼ $35,542
Accounts Receivable$670,307$618,926▼ $51,381
Prepaid Expenses and Deferred Charges$19,919$21,017▲ $1,098
Cash and Non-Interest-Bearing Accounts$22,855$19,026▼ $3,829
Total Assets$3,111,847$3,552,067▲ $440,220
Liabilities
Accounts Payable and Accrued Expenses$365,761$478,848▲ $113,087
Mortgage Notes Payable Secured by Investment Property$151,940$131,718▼ $20,222
Total Liabilities$517,701$610,566▲ $92,865
Net Assets / Fund Balance
Unrestricted Net Assets$2,476,445$2,822,966▲ $346,521
Permanently Rstr Net Assets$117,701$118,535▲ $834
Total Net Assets Fund Balance$2,594,146$2,941,501▲ $347,355
Total Liabilities and Net Assets / Fund Balance$3,111,847$3,552,067▲ $440,220

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$393,743$629,944-
Other Land Buildings$114,832$133,814-
Land$136,250--
Equipment$99,354$163,920-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$127,448$740▲ $626-$128,814
2016$124,320$2,540▲ $588-$127,448
2015$116,086$7,656▲ $578-$124,320
2014$114,271$1,180▲ $635-$116,086
2013$110,545$2,900▲ $826-$114,271
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry CombsCEOFT$80,438$11,189$91,627

Board Members and Trustees

NameTitle
Larry BurtonPresident
Greg DabneyVice-president
Andrea ObrienDirector
Becky PikeDirector
Judy MullinsDirector
Mariann GibsonDirector
Marilyn RomineDirector
Neil GilchristDirector
Phil McintoshDirector
Ray KlinginsmithDirector
Melba BowenSecretary
Matt HeerenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,487
Program Service Revenue
$6,061,074
Investment Income
$13,641
Other Revenue
$1,950
All Other Contributions
$22,487
Change in Net Assets
$347,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,099,152
Total Revenue per Audited Statements
$6,099,152
Total Revenue per Form 990
$6,099,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,240,996
Other Expenses$1,510,801
Total Fundraising Expense$14,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,915,666$449,997$11,174$3,376,837
Fees for Services Other$918,043$63,013$6$981,062
Other Employee Benefits$395,616$107,076$23$502,715
Payroll Taxes$215,562$39,336$849$255,747
Travel$73,224$18,649-$91,873
Current Officers, Directors, Trustees, and Key Employees-$90,786-$90,786
Depreciation Depletion$54,646$20,884-$75,530
Occupancy$46,912$23,143-$70,055
Insurance$48,792$15,047$175$64,014
Office Expenses$1,619$28,192-$29,811
Other Expenses$1,495$24,875$63$26,433
Pension Plan Contributions-$14,911-$14,911
All Other Expenses$849$12,535$-23$13,361
Information Technology$1,701$10,128-$11,829
Fees for Services Accounting-$6,940-$6,940
Conferences and Meetings$183$6,563-$6,746
Interest-$6,548-$6,548
Advertising$115$5,297-$5,412
Fees for Services Legal-$105-$105
Total Functional Expenses$4,737,900$998,941$14,956$5,751,797

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,751,797
Total Expenses per Audited Statements$5,751,797
Total Expenses per Form 990$5,751,797
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
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

Officer directors etc family relationship Part VI line 2

“Board members marilyn romine and mariann gibson are sisters.”

Form 990 governing body review Part VI line 11

“The audit committee of the board of directors is provided with an advance copy of the 990 tax return prior to its review at a full board of directors meeting which is held in advance of the 990s submission to the internal revenue service.”

Conflict of interest policy compliance Part VI line 12C

“The board of directors monitors and acts upon any conflicts of interest.”

CEO executive director top management comp Part VI line 15A

“The board of directors reviews and approves compensation for the ceo upon hire then annually thereafter based upon comparable industry salary scales, qualifications, and performance.”

Other officer or key employee compensation Part VI line 15B

“The board of directors initially sets the pay scale for all key employees upon hire based upon comparable pay levels and the specific skills of the employee. The ceo makes recommendations for pay rate modifications, but the board approves all wage scale adjustments.”

Governing documents etc available to public Part VI line 19

“Governing documents and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Chariton Valley Association
EIN
43-1261264
Address
1905 SOUTH HIGH STREET, KIRKSVILLE, MO 63501

Signing Officer

Name
Terry Combs
Title
CEO
Phone
6606651111
Signed
2018-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Combs
Formed
1982
Legal Domicile
Mo
Voting Board Members
12
Independent Board Members
12
Employees
282
Volunteers
12

Preparer

Firm
Kollar Abernethy & Company LLC
Address
109 North Main Street, Kirksville, MO 63501
Preparer
Melani Sevits
Phone
6606658331
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Host home stipends and relief $918,043; bank fees $2,067; architecture $43,779; audit and accounting $6,940; legal services $105; and it consulting $10,128”

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The endowment fund assets have been set aside by donors for the provision of income to be utilized for future capital assets, debt reduction, or program development. Earnings each year can be utilized up to 85% for these purposes. Principal is restricted in perpetuity. If the eligible 85% of earnings are not utilized in any given year, they are considered unrestricted board designated until they are utilized for eligible costs.”

Raw XML AppendixShowing 400 of 540 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0365761
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0478848
IRS990/AccountsReceivableGrp/BOYAmt0670307
IRS990/AccountsReceivableGrp/EOYAmt0618926
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IT IS THE MISSION OF CHARITON VALLEY ASSOCIATION TO EMPOWER PEOPLE WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE THROUGH HIGH QUALITY AND DIVERSE SUPPORT SERVICES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05297
IRS990/AdvertisingGrp/ProgramServicesAmt0115
IRS990/AdvertisingGrp/TotalAmt05412
IRS990/AllOtherContributionsAmt022487
IRS990/AllOtherExpensesGrp/FundraisingAmt0-23
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt012535
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0849
IRS990/AllOtherExpensesGrp/TotalAmt013361
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0TERRY COMBS
IRS990/BooksInCareOfDetail/PhoneNum06606651111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01905 SOUTH HIGH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KIRKSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063501
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt022855
IRS990/CashNonInterestBearingGrp/EOYAmt019026
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt090786
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt090786
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06563
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0183
IRS990/ConferencesMeetingsGrp/TotalAmt06746
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt022487
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013641
IRS990/CYOtherExpensesAmt01510801
IRS990/CYOtherRevenueAmt01950
IRS990/CYProgramServiceRevenueAmt06061074
IRS990/CYRevenuesLessExpensesAmt0347355
IRS990/CYSalariesCompEmpBnftPaidAmt04240996
IRS990/CYTotalExpensesAmt05751797
IRS990/CYTotalFundraisingExpenseAmt014956
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06099152
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt020884
IRS990/DepreciationDepletionGrp/ProgramServicesAmt054646
IRS990/DepreciationDepletionGrp/TotalAmt075530
IRS990/Desc0INDIVIDUALIZED SUPPORTED LIVING (ISL) SERVICES FOR INDIVIDUALS WITH COGNITIVE AND/OR PHYSICAL DEVELOPMENTAL DISABILITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0282
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02170979
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06940
IRS990/FeesForServicesAccountingGrp/TotalAmt06940
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0105
IRS990/FeesForServicesLegalGrp/TotalAmt0105
IRS990/FeesForServicesOtherGrp/FundraisingAmt06
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt063013
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0918043
IRS990/FeesForServicesOtherGrp/TotalAmt0981062
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1250.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1211189
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIANN GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm1NEIL GILCHRIST
IRS990/Form990PartVIISectionAGrp/PersonNm2PHIL MCINTOSH
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDY MULLINS
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREA OBRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm5BECKY PIKE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARILYN ROMINE
IRS990/Form990PartVIISectionAGrp/PersonNm7RAY KLINGINSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm9GREG DABNEY
IRS990/Form990PartVIISectionAGrp/PersonNm10MELBA BOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm11MATT HEEREN
IRS990/Form990PartVIISectionAGrp/PersonNm12TERRY COMBS
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1280438
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06099152
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010128
IRS990/InformationTechnologyGrp/ProgramServicesAmt01701
IRS990/InformationTechnologyGrp/TotalAmt011829
IRS990/InsuranceGrp/FundraisingAmt0175
IRS990/InsuranceGrp/ManagementAndGeneralAmt015047
IRS990/InsuranceGrp/ProgramServicesAmt048792
IRS990/InsuranceGrp/TotalAmt064014
IRS990/InterestGrp/ManagementAndGeneralAmt06548
IRS990/InterestGrp/TotalAmt06548
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013641
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013641
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0927678
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0779721
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0744179
IRS990/LandBldgEquipCostOrOtherBssAmt01671857
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IT IS THE MISSION OF CHARITON VALLEY ASSOCIATION TO EMPOWER PEOPLE WITH DISABILITIES TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE THROUGH HIGH QUALITY AND DIVERSE SUPPORT SERVICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0151940
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0131718
IRS990/NetAssetsOrFundBalancesBOYAmt02594146
IRS990/NetAssetsOrFundBalancesEOYAmt02941501
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt023143
IRS990/OccupancyGrp/ProgramServicesAmt046912
IRS990/OccupancyGrp/TotalAmt070055
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028192
IRS990/OfficeExpensesGrp/ProgramServicesAmt01619
IRS990/OfficeExpensesGrp/TotalAmt029811
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0107076
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0395616
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0502715
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL AND MNT
IRS990/OtherExpensesGrp/Desc3OTHER PERSONNEL COSTS
IRS990/OtherExpensesGrp/FundraisingAmt02689
IRS990/OtherExpensesGrp/FundraisingAmt163
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt131712
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217939
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt324875
IRS990/OtherExpensesGrp/ProgramServicesAmt019932
IRS990/OtherExpensesGrp/ProgramServicesAmt132313
IRS990/OtherExpensesGrp/ProgramServicesAmt211232
IRS990/OtherExpensesGrp/ProgramServicesAmt31495
IRS990/OtherExpensesGrp/TotalAmt025197
IRS990/OtherExpensesGrp/TotalAmt166714
IRS990/OtherExpensesGrp/TotalAmt229171
IRS990/OtherExpensesGrp/TotalAmt326433
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01950
IRS990/OtherRevenueTotalAmt01950
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011174
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0449997
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02915666
IRS990/OtherSalariesAndWagesGrp/TotalAmt03376837
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0849
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039336
IRS990/PayrollTaxesGrp/ProgramServicesAmt0215562
IRS990/PayrollTaxesGrp/TotalAmt0255747
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014911
IRS990/PensionPlanContributionsGrp/TotalAmt014911
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0117701
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0118535
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019919
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021017
IRS990/PrincipalOfficerNm0TERRY COMBS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1IND SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc2IND LIVING SKILLS DEV
IRS990/ProgramServiceRevenueGrp/Desc3HOST HOME
IRS990/ProgramServiceRevenueGrp/Desc4EMPLOYMENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01039577
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13256065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2500693
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31231206
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt433533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01039577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13256065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2500693
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31231206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt433533
IRS990/ProgSrvcAccomActy2Grp/Desc0GROUP RESIDENTIAL SERVICES FOR INDIVIDUALS WITH SIGNIFICANT COGNITIVE AND PHYSICAL DEVELOPMENTAL DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01073536
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01039577
IRS990/ProgSrvcAccomActy3Grp/Desc0SHARED LIVING ARRANGEMENT WHERE AN INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES LIVES IN THE HOME OF THE CAREGIVER AND SHARES THEIR LIFE EXPERIENCES TOGETHER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0986399
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01231206
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INDEPENDENT LIVING SKILLS DEVELOPMENT.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1EMPLOYMENT SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0497712
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt19274
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0500693
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt133533
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020911
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07474
IRS990/PYOtherExpensesAmt01164123
IRS990/PYOtherRevenueAmt01424
IRS990/PYProgramServiceRevenueAmt05313684
IRS990/PYRevenuesLessExpensesAmt0627118
IRS990/PYSalariesCompEmpBnftPaidAmt03552252
IRS990/PYTotalExpensesAmt04716375
IRS990/PYTotalRevenueAmt05343493
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0347355
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03256065
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01619045
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02148919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0123501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0288484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04866
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035606
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01948
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01424
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01466
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0875
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01342
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86910
IRS990ScheduleA/PublicSupportPY170Pct00.90420
IRS990ScheduleA/PublicSupportTotal170Amt0287807
IRS990ScheduleA/SubstantialContributorsTotAmt0677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073406
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0288484
IRS990ScheduleA/TotalSupportAmt0331145
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07960
IRS990ScheduleD/BuildingsGrp/BookValueAmt0393743
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0629944
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01023687
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0127448
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0740
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0128814

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,552,067
Liabilities
$610,566
Net assets
$2,941,501
Revenue
$6,099,152
Expenses
$5,751,797
Net income
$347,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$5.07$4.53$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.50$0.85$6.66$10.8$8.41$2.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.72$4.32$8.27$7.60$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$1.78$3.65$7.33$6.99$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.76$3.30$7.00$6.64$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.61$2.94$6.10$5.75$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.52$2.59$5.34$4.72$0.63
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.54$1.97$3.92$3.67$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.39$1.72$3.42$3.39$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.37$1.69$3.46$3.27$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.40$1.50$3.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.38$1.51$3.12
2011Summary only. Only limited summary data is available for this year.$1.92$0.50$1.42$2.90$2.85$0.05