Civic Intelligence

Solaris Foundation Inc.

990 • Fiscal year 2014 • EIN 45-5611172

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.SOLARISFOUNDATION.ORG

View Organization Page

PO Box 110881Naples, FL 34108

(239) 919-1142

Siviq Scores

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

Liabilities / Assets

88th percentile

0.85x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

3.33x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

100th percentile

5911%

Faster asset growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

756%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$19,810,178

Up $19,480,620 (+5911%) from 2013

Net Assets

Up

$2,918,740

Up $3,101,604 (+1696%) from 2013

Liabilities

Up

$16,891,438

Up $16,379,016 (+3196%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin90th percentile

Revenue

Up

$5,073,870

Up $4,480,787 (+756%) from 2013

Expenses

Up

$2,715,362

Up $1,982,733 (+271%) from 2013

Net Income

Up

$2,358,508

Up $2,498,054 (+1790%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$150M$100M$50M$0-$50MAssets 2013: $329,558Liabilities 2013: $512,422Net Assets 2013: -$182,8642013Assets 2014: $19,810,178Liabilities 2014: $16,891,438Net Assets 2014: $2,918,7402014Assets 2015: $18,313,119Liabilities 2015: $15,073,939Net Assets 2015: $3,239,1802015Assets 2016: $63,674,585Liabilities 2016: $64,159,191Net Assets 2016: -$484,6062016Assets 2017: $63,692,793Liabilities 2017: $59,425,935Net Assets 2017: $4,266,8582017Assets 2018: $75,345,900Liabilities 2018: $65,559,242Net Assets 2018: $9,786,6582018Assets 2019: $79,024,482Liabilities 2019: $71,706,911Net Assets 2019: $7,317,5712019Assets 2020: $97,668,783Liabilities 2020: $85,562,287Net Assets 2020: $12,106,4962020Assets 2021: $56,620,207Liabilities 2021: $47,145,308Net Assets 2021: $9,474,8992021Assets 2022: $125,769,830Liabilities 2022: $125,905,754Net Assets 2022: -$135,9242022Assets 2023: $93,545,812Liabilities 2023: $94,864,398Net Assets 2023: -$1,318,5862023Assets 2024: $80,830,272Liabilities 2024: $77,427,146Net Assets 2024: $3,403,1262024

Highlighted filing

2014

Assets$19,810,178
Liabilities$16,891,438
Net Assets$2,918,740
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$300M$200M$100M$0-$100MRevenue 2013: $593,083Expenses 2013: $732,629Net Income 2013: -$139,5462013Revenue 2014: $5,073,870Expenses 2014: $2,715,362Net Income 2014: $2,358,5082014Revenue 2015: $3,121,441Expenses 2015: $2,801,001Net Income 2015: $320,4402015Revenue 2016: $214,352,787Expenses 2016: $218,376,573Net Income 2016: -$4,023,7862016Revenue 2017: $222,799,564Expenses 2017: $216,783,799Net Income 2017: $6,015,7652017Revenue 2018: $249,208,678Expenses 2018: $243,670,819Net Income 2018: $5,537,8592018Revenue 2019: $261,729,289Expenses 2019: $264,198,376Net Income 2019: -$2,469,0872019Revenue 2020: $263,189,227Expenses 2020: $258,400,302Net Income 2020: $4,788,9252020Revenue 2021: $263,013,107Expenses 2021: $265,644,704Net Income 2021: -$2,631,5972021Revenue 2022: $224,921,900Expenses 2022: $234,532,723Net Income 2022: -$9,610,8232022Revenue 2023: $212,128,052Expenses 2023: $213,310,714Net Income 2023: -$1,182,6622023Revenue 2024: $215,583,958Expenses 2024: $210,862,246Net Income 2024: $4,721,7122024

Highlighted filing

2014

Revenue$5,073,870
Expenses$2,715,362
Net Income$2,358,508
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$5,073,870
Mission and Program Overview

Mission

To improve the health and wellness of the elderly, indigent and medically needy in the southeastern united states.

To improve overall quality of life through a comprehensive health and wellness program that addresses the needs of the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$40,000$14,400,000▲ $14,360,000
Rtn Earn Endowment Incm Other Fnds$-182,864$2,918,740▲ $3,101,604
Cash and Non-Interest-Bearing Accounts$20,726$2,570,371▲ $2,549,645
Intangible Assets-$2,475,000-
Accounts Receivable$308,832$404,519▲ $95,687
Prepaid Expenses and Deferred Charges-$37,732-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$329,558$19,810,178▲ $19,480,620
Other Assets Total$0$14,322,556▲ $14,322,556
Liabilities
Accounts Payable and Accrued Expenses$401,830$1,551,869▲ $1,150,039
Other Liabilities$70,592$939,569▲ $868,977
Total Liabilities$512,422$16,891,438▲ $16,379,016
Net Assets / Fund Balance
Total Net Assets Fund Balance$-182,864$2,918,740▲ $3,101,604
Total Liabilities and Net Assets / Fund Balance$329,558$19,810,178▲ $19,480,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$14,300,000--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
John E HelselPresident
Jacob StephensDirector
Patti GoodlingCFO
David BoerkoelCOO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,500,000
Program Service Revenue
$3,219,977
Investment Income
$40
Other Revenue
$353,853
All Other Contributions
$1,500,000
Change in Net Assets
$2,358,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,867,150
Salaries, Compensation, and Employee Benefits$847,922
Grants and Similar Amounts Paid$290
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$645,710$118,379-$764,089
Interest$733,335--$733,335
Occupancy$274,920--$274,920
Depreciation Depletion$270,000--$270,000
Travel$177,616--$177,616
Payroll Taxes$62,844$11,521-$74,365
Office Expenses-$39,249-$39,249
Information Technology$30,993--$30,993
Fees for Services Legal-$10,579-$10,579
Other Employee Benefits$8,001$1,467-$9,468
Fees for Services Other$8,810--$8,810
Insurance$8,545--$8,545
Advertising$8,100--$8,100
Fees for Services Accounting-$5,296-$5,296
Other Expenses$11,859$897-$897
Grants to Domestic Orgs$290--$290
Total Functional Expenses$2,527,974$187,388$0$2,715,362
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$40,000$14,400,000▲ $14,360,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Affiliates$865,111
Due to Affiliates$71,033
Capital Improvement Reserve$3,425
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Part VI, Section A, Line 4

“During the year ended december 31, 2014, solaris foundation, inc., medical documentation systems of america, llc ("mdsa"), and solaris healthcare solutions f/k/a momentum senior care, llc ("shcs") entered into an agreement which provided, among other things, that each of the entities amended their governing documents such that solaris foundation, inc became the sole member of mdsa and shsc.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees. The board of directors is the only governing body of the organization.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to the organization's president for detailed review. The full governing body receives a copy of the 990 prior to filing with the irs.”

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

“A copy of the conflict of interest policy is given to all board members, staff members, volunteers and others upon commencement of such person's relationship with the foundation or at the official adoption of stated policy. Each board member, officer, staff member, and volunteer shall sign and date the policy at the beginning of her/his term of service or employment and each year thereafter. The policy and disclosure form of any potential conflicts must be filed annually by all specified parties.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Solaris Foundation Inc
EIN
45-5611172
Phone
2399191142
Address
PO BOX 110881, NAPLES, FL 34108

Signing Officer

Name
John Helsel
Title
President
Phone
2399191142
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Helsel
Formed
2012
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
7
Volunteers
4

Preparer

Firm
Moore Stephens Lovelace Pa
Address
311 PARK PLACE BLVD SUITE 100, CLEARWATER, FL 33759
Preparer
Kurt a Alter CPA
Phone
7275314477
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Retained earning - subsidiary disregarded entity shcs -402,144. Retained earning - subsidiary disregarded entity mdsa 1,145,120.”

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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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IRS990/Desc0SEE SCHEDULE OTHE FOUNDATION OFFERS MULTIPLE SERVICES TO ADDRESS THE SPECIFIC NEEDS OF THE COMMUNITIES SERVED BY THE FOUNDATION. THEY INCLUDE: (1) SKILLED NURSING FACILITY OPERATIONS - PROVIDING PROGRAMS TO EDUCATE PATIENTS REGARDING HOW TO MANAGE THEIR HEALTH CONDITIONS AT HOME AND PROGRAMS TO PROVIDE MEDICAL TREATMENT TO MEET THE NEEDS OF THE PATIENTS WHILE RESIDING IN THE NURSING FACILITY. (2) ASSISTED LIVING FACILITIES - PROVIDING SERVICES TO RESIDENTS WHO ARE IN NEED OF ADDITIONAL SUPPORT FROM CAREGIVERS AND DO NOT PLAN TO LIVE INDEPENDENTLY AGAIN. THE GOAL BEING TO ASSIST THEM IN ATTAINING THE HIGHEST QUALITY AND MOST INDEPENDENT LIFESTYLE POSSIBLE. (3) REHAB AGENCY - OFFERING PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, AS WELL AS NUTRITIONAL COUNSELING AND PERSONAL TRAINING ON AN OUT-PATIENT BASIS THROUGH A MEDICARE APPROVED REHAB AGENCY. (4) CONTRACT PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY TO SKILLED NURSING FACILITIES - CONTRACTING WITH OTHER SKILLED NURSING FACILITIES TO PROVIDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES, AS WELL AS CONSULTING AND MANAGEMENT SERVICES. THE MAJORITY OF SERVICES ARE PROVIDED TO ELDERLY AND INDIGENT PATIENTS THAT HAVE EXPERIENCED SOME TYPE OF SURGERY IN A HOSPITAL SETTING. THE THERAPY SERVICES ARE INTENDED TO IMPROVE THE PATIENT'S FUNCTIONAL CAPACITY AND INCREASE THE LIKELIHOOD THAT THEY WILL BE ABLE TO BE DISCHARGED INTO AN INDEPENDENT LIVING ENVIRONMENT. THERAPISTS PROVIDE EDUCATION AND ADAPTIVE STRATEGIES TO PATIENTS REGARDING TRANSITIONING HOME THAT WILL ENABLE THEM TO HAVE AN INCREASED LIKELIHOOD OF SUCCESSFUL AGING. (5) AGING IN PLACE PLANNING ASSISTANCE - SERVICES DESIGNED TO HELP THE ELDERLY STAY IN THEIR HOMES RATHER THAN NEEDING HELP FROM SKILLED NURSING FACILITIES AND ASSISTED LIVING FACILITIES. THE FOUNDATION WILL PROVIDE COMPLIMENTARY HOME SAFETY EVALUATIONS AND MAKE RECOMMENDATIONS REGARDING REMODELING AND OTHER CHANGES TO A PATIENT'S HOME SO THEY CAN SAFELY LIVE AT HOME. (6) WELLNESS SERVICES - SERVICES DESIGNED TO ASSIST THE RESIDENTS OF EACH COMMUNITY IN CREATING A HEALTHIER AND MORE VIBRANT ENVIRONMENT. THE SERVICES WILL INCLUDE (A) NUTRITIONAL PROGRAM DEVELOPMENT AND EDUCATION AND (B) PERSONAL TRAINING AND WELLNESS EDUCATION. THE FOUNDATION'S LONG-TERM GOAL IS TO IMPROVE OVERALL QUALITY OF LIFE THROUGH A COMPREHENSIVE HEALTH AND WELLNESS PROGRAM THAT ADDRESSES THE CURRENT AND FUTURE NEEDS OF THE ELDERLY IN THE COMMUNITIES SERVED.
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IRS990/PrincipalOfficerNm0JOHN HELSEL
IRS990/PriorPeriodAdjustmentsAmt0120
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03219977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03219977
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0344392
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0593083
IRS990/PYRevenuesLessExpensesAmt0-139546
IRS990/PYSalariesCompEmpBnftPaidAmt0388237
IRS990/PYTotalExpensesAmt0732629
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0593083
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02358508
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03573830
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-182864
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02918740
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01500000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01500000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03219977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0593083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0141779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03954839
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt040
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt039964
IRS990ScheduleA/OtherIncome509Grp/TotalAmt039964
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt05454839
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04719977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0593083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0141779
IRS990ScheduleA/Total509Grp/TotalAmt05454839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04759981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0593083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0141779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05494843
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt016667
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15889
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt214300000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENT IN SUBSIDIARIES - SHCS AND MSDA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2865111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CAPITAL IMPROVEMENT RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LOAN FROM AFFILIATES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014322556
IRS990ScheduleD/TotalLiabilityAmt0939569
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0100000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt114300000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO FUND WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1PROMISSORY NOTE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt114300000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JOHN E HELSEL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1JOHN E HELSEL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE JOHN E. HELSEL TRUST, DATED JULY 16, 2009 (THE "REVOCABLE TRUST") AND THE JOHN E. HELSEL ENTITY IRREVOCABLE TRUST, DATED DECEMBER 10, 2010, (THE "ENTITY TRUST") TOGETHER OWN 100% OF THE EQUITY MEMBERSHIP INTERESTS IN BOTH MEDICAL DOCUMENTATION SYSTEMS OF AMERICA, LLC ("MDSA") AND SOLARIS HEALTHCARE SOLUTIONS, LLC ("SHCS"), (F/K/A MOMENTUM SENIOR CARE, LLC).PURSUANT TO THE STOCK PURCHASE AGREEMENT, DATED JANUARY 1, 2014, BOTH JOHN E. HELSEL, TRUSTEE FOR THE REVOCABLE TRUST AND RUTH BETHEM, TRUSTEE FOR THE ENTITY TRUST AGREED TO SELL 100% OF THE COMBINED EQUITY MEMBERSHIP INTERESTS IN BOTH MDSA AND SHCS TO SOLARIS FOUNDATION, INC. (A FLORIDA NOT-FOR-PROFIT CORPORATION WHEREIN JOHN E. HELSEL CURRENTLY SERVES AS CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD, AND SECRETARY) FOR AN AGREED UPON PURCHASE PRICE OF $14,300,000.THE PURCHASE PRICE IS TO BE PAID IN TWENTY (20) ANNUAL INSTALLMENTS OF INTEREST ACCRUED AT AN INITIAL FLAT RATE, SUBJECT TO FUTURE ANNUAL ADJUSTMENTS, WITH PRINCIPAL BALANCE DUE AT MATURITY DATE. THE PURCHASE PRICE WAS DETERMINED BASED ON A CONSOLIDATED VALUATION REPORT, DATED JULY 31, 2014, WHEREIN THE INDEPENDENT BUSINESS APPRAISER ADHERED TO THE UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE AND THE VALUATION POLICIES PROMULGATED BY THE INTERNAL REVENUE SERVICE AND APPLIED ACCEPTABLE VALUATION METHODOLOGIES TO DETERMINE A REASONABLE NET FAIR MARKET VALUE FOR 100% OF BOTH MDSA AND SHCS AS OF DECEMBER 31, 2013. THE VALUATION REPORT WAS PREPARED BY THE CENTER FOR FINANCIAL, LEGAL & TAX PLANNING, AN UNRELATED PARTY.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE L PART II
IRS990ScheduleL/TotalBalanceDueAmt014400000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR ENDED DECEMBER 31, 2014, SOLARIS FOUNDATION, INC., MEDICAL DOCUMENTATION SYSTEMS OF AMERICA, LLC ("MDSA"), AND SOLARIS HEALTHCARE SOLUTIONS F/K/A MOMENTUM SENIOR CARE, LLC ("SHCS") ENTERED INTO AN AGREEMENT WHICH PROVIDED, AMONG OTHER THINGS, THAT EACH OF THE ENTITIES AMENDED THEIR GOVERNING DOCUMENTS SUCH THAT SOLARIS FOUNDATION, INC BECAME THE SOLE MEMBER OF MDSA AND SHSC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES. THE BOARD OF DIRECTORS IS THE ONLY GOVERNING BODY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S PRESIDENT FOR DETAILED REVIEW. THE FULL GOVERNING BODY RECEIVES A COPY OF THE 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS AND OTHERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH THE FOUNDATION OR AT THE OFFICIAL ADOPTION OF STATED POLICY. EACH BOARD MEMBER, OFFICER, STAFF MEMBER, AND VOLUNTEER SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF HER/HIS TERM OF SERVICE OR EMPLOYMENT AND EACH YEAR THEREAFTER. THE POLICY AND DISCLOSURE FORM OF ANY POTENTIAL CONFLICTS MUST BE FILED ANNUALLY BY ALL SPECIFIED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RETAINED EARNING - SUBSIDIARY DISREGARDED ENTITY SHCS -402,144. RETAINED EARNING - SUBSIDIARY DISREGARDED ENTITY MDSA 1,145,120.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SOLARIS FOUNDATION INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SOLARIS FOUNDATION INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0MEDICAL DOCUMENTATION SYSTEMS OF AMERICA LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1SOLARIS HEALTHCARE SOLUTIONS (FKA MOMENTUM SENIOR CARE LLC)
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0264396955
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1542064310
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt02733390
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt1905726
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0CONSULTING AND MANAGEMENT SERVICES
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1CONSULTING AND MANAGEMENT SERVICES
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0898519
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt11781552
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0PO BOX 110881
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt1PO BOX 110881
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0NAPLES
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1NAPLES
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd034108
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd134108
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0329558
IRS990/TotalAssetsEOYAmt019810178
IRS990/TotalAssetsGrp/BOYAmt0329558
IRS990/TotalAssetsGrp/EOYAmt019810178
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01500000
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0187388
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02527974
IRS990/TotalFunctionalExpensesGrp/TotalAmt02715362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0512422
IRS990/TotalLiabilitiesEOYAmt016891438
IRS990/TotalLiabilitiesGrp/BOYAmt0512422
IRS990/TotalLiabilitiesGrp/EOYAmt016891438
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-182864
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02918740
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02527974
IRS990/TotalProgramServiceRevenueAmt03219977
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03573830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05073870
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0329558
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019810178
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0177616
IRS990/TravelGrp/TotalAmt0177616
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 110881
IRS990/USAddress/CityNm0NAPLES
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034108
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SOLARISFOUNDATION.ORG

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,810,178
Liabilities
$16,891,438
Net assets
$2,918,740
Revenue
$5,073,870
Expenses
$2,715,362
Net income
$2,358,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.8$77.4$3.40$216$211$4.72
2023Summary only. Only limited summary data is available for this year.$93.5$94.9$1.32$212$213$1.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$126$0.14$225$235$9.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.6$47.1$9.47$263$266$2.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.7$85.6$12.1$263$258$4.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.0$71.7$7.32$262$264$2.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.3$65.6$9.79$249$244$5.54
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$59.4$4.27$223$217$6.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.7$64.2$0.48$214$218$4.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$15.1$3.24$3.12$2.80$0.32
2014Detailed filing. Detailed filing data is available for this year.$19.8$16.9$2.92$5.07$2.72$2.36
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.51$0.18$0.59$0.73$0.14
Peer Organizations

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