Civic Intelligence

Abilities at Eagle'S Nest Inc

990 • Fiscal year 2017 • EIN 51-0530353

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

2735 Whitney RoadClearwater, FL 33760-1610

(727) 538-7370

Siviq Scores

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

Liabilities / Assets

95th percentile

1.18x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

14.84x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

99th percentile

$471,244

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 893.3% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.2%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$663,725

Down $17,749 (-2.6%) from 2016

Net Assets

Down

-$119,126

Down $22,490 (-23%) from 2016

Liabilities

Up

$782,851

Up $4,741 (+0.6%) from 2016

Revenue

Up

$52,754

Up $2,130 (+4.2%) from 2016

Expenses

Up

$75,244

Up $4,728 (+6.7%) from 2016

Net Income

Down

-$22,490

Down $2,598 (-13%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2014: $717,990Liabilities 2014: $777,519Net Assets 2014: -$59,5292014Assets 2015: $692,141Liabilities 2015: $768,885Net Assets 2015: -$76,7442015Assets 2016: $681,474Liabilities 2016: $778,110Net Assets 2016: -$96,6362016Assets 2017: $663,725Liabilities 2017: $782,851Net Assets 2017: -$119,1262017Assets 2018: $651,389Liabilities 2018: $789,390Net Assets 2018: -$138,0012018Assets 2019: $626,661Liabilities 2019: $784,057Net Assets 2019: -$157,3962019Assets 2020: $611,543Liabilities 2020: $790,489Net Assets 2020: -$178,9462020Assets 2021: $592,862Liabilities 2021: $776,596Net Assets 2021: -$183,7342021Assets 2022: $567,460Liabilities 2022: $759,163Net Assets 2022: -$191,7032022Assets 2023: $562,193Liabilities 2023: $773,267Net Assets 2023: -$211,0742023Assets 2024: $545,341Liabilities 2024: $780,864Net Assets 2024: -$235,5232024Assets 2025: $518,172Liabilities 2025: $765,855Net Assets 2025: -$247,6832025

Highlighted filing

2017

Assets$663,725
Liabilities$782,851
Net Assets-$119,126

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $147,271Expenses 2014: $58,828Net Income 2014: $88,4432014Revenue 2015: $48,671Expenses 2015: $65,886Net Income 2015: -$17,2152015Revenue 2016: $50,624Expenses 2016: $70,516Net Income 2016: -$19,8922016Revenue 2017: $52,754Expenses 2017: $75,244Net Income 2017: -$22,4902017Revenue 2018: $59,833Expenses 2018: $78,708Net Income 2018: -$18,8752018Revenue 2019: $81,505Expenses 2019: $100,900Net Income 2019: -$19,3952019Revenue 2020: $67,881Expenses 2020: $89,431Net Income 2020: -$21,5502020Revenue 2021: $69,477Expenses 2021: $74,265Net Income 2021: -$4,7882021Revenue 2022: $68,753Expenses 2022: $76,722Net Income 2022: -$7,9692022Revenue 2023: $72,042Expenses 2023: $91,413Net Income 2023: -$19,3712023Revenue 2024: $67,747Expenses 2024: $92,196Net Income 2024: -$24,4492024Revenue 2025: $79,992Expenses 2025: $92,152Net Income 2025: -$12,1602025

Highlighted filing

2017

Revenue$52,754
Expenses$75,244
Net Income-$22,490
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$52,754
Mission and Program Overview

Mission

To provide affordable, rehabilitated housing for low income individuals with significant physical disabilities.

To provide low-income housing for individuals with severe disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$660,990$639,175▼ $21,815
Cash and Non-Interest-Bearing Accounts$17,556$20,372▲ $2,816
Prepaid Expenses and Deferred Charges$2,501$3,803▲ $1,302
Accounts Receivable$427$375▼ $52
Total Assets$681,474$663,725▼ $17,749
Liabilities
Other Liabilities$755,528$755,668▲ $140
Accounts Payable and Accrued Expenses$22,582$27,183▲ $4,601
Total Liabilities$778,110$782,851▲ $4,741
Net Assets / Fund Balance
Unrestricted Net Assets$-96,636$-119,126▼ $22,490
Total Net Assets Fund Balance$-96,636$-119,126▼ $22,490
Total Liabilities and Net Assets / Fund Balance$681,474$663,725▼ $17,749

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$639,175$188,930$828,105

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$25,498,672$177,306▲ $1,540,306$2,706,267$24,395,027
2015$24,869,034$684,625▲ $523,575$463,573$25,498,672
2014$17,358,456$6,874,748▲ $1,051,206$400,387$24,769,034
2013$14,714,040$1,287,251▲ $2,026,945$584,872$17,358,456
2012$13,081,079$1,326,289▲ $940,226$548,646$14,714,040
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa CiccolelliPresident$102,549$102,549

Board Members and Trustees

NameTitle
Barbara PageChairman
Janet SamuelsonPresident & CEO
Jan Dodge-larsonDirector
David HodgeExecutive VP & CFO
Mary TwoheySecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$52,753
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-22,490

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,754
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,888,050
Total Revenue per Audited Statements
$18,940,804
Total Revenue per Form 990
$52,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,484
Salaries, Compensation, and Employee Benefits$11,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$21,815--$21,815
Other Salaries and Wages$7,224$4,536-$11,760
Fees for Services Other$8,045--$8,045
Fees for Services Management-$6,384-$6,384
Insurance$5,378--$5,378
Fees for Services Accounting-$3,384-$3,384
Office Expenses$1,692--$1,692
Fees for Services Legal-$750-$750
Occupancy$282--$282
Other Expenses$224--$224
Total Functional Expenses$60,190$15,054$0$75,244

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,915,277
Expenses Not Reported on Form 990$15,840,033
Expenses per Audited Statements$75,244
Total Expenses per Form 990$75,244
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hud Capital Advance$715,100
Intercompany Payable$35,186
Miscellaneous Liabilities$4,067
Tenant Security Deposit$1,315
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

After the extensive internal review, the returns are made available to the members of the audit committee and board of directors for their review and comments and request for a formal meeting prior to filing, if deemed necessary. The final 990 return is posted to the organization's website for internal use.

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

Board members are required to complete and sign a disclosure form identifying business interests, employment relationships and property interests, and those of related parties. The organization has specific board-level policies regarding disclosure of conflict of interest for board members. The chair of the board and the ceo regularly review the composition of the board for any potential conflicts of interests and consult with legal counsel if necessary. The board chair may ask the involved individual to recuse themselves during discussions on any matter relating to a potential conflict of interest. The organization maintains business code of ethics and conflict of interest policies that all employees are required to follow. All key employees, including officers, are required to participate in annual training on the organization's code of business ethics, including conflicts of interest.

Form 990, Part VI, Section C, Line 19

Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).

FORM 990, PART VII AND SCHEDULE J:

Abilities at eagle's nest, inc. Does not compensate anyone shown in part vii of the form 990 or schedule j, part ii. The compensation shown in these sections is paid by servicesource, inc., the organization's related organization. Abilities at eagle's nest, inc. Relies on the compensation determination methodology of servicesource, inc. The following is the compensation methodology used by servicesource, inc.: compensation for servicesource's ceo is determined by the board of directors on an annual basis. This independent determination includes the use of data for similar positions at comparable organizations and the compensation arrangement is documented when decided by the board of directors. An independent compensation consultant conducts an executive salary survey for all senior executives on an annual basis, with the results of the survey being reviewed and considered by the board of directors for determination of the ceo's compensation. Compensation for other officers are also determined based on executive pay studies and an executive salary survey conducted by a leading consulting firm that are conducted annually. Compensation for other key employees and executives are determined based on periodic market analysis.

Filing and Contact Details

Filer

Filer Name
ABILITIES AT EAGLE'S NEST INC
EIN
51-0530353
Phone
7275387370
Address
2735 WHITNEY ROAD, CLEARWATER, FL 33760-1610

Signing Officer

Name
David Hodge
Title
Executive VP & CFO
Phone
7275387370
Signed
2017-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Samuelson
Formed
2004
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
1861 INTERNATIONAL DRIVE SUITE 400, MCLEAN, VA 22102
Preparer
Yong Zhang CPA
Phone
7033366400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 8,045. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,045.

FORM 990, PART XII, LINE 2C:

The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years.

Financial Statement Notes

PART V, LINE 4:

Board designated and quasi-endowments funds consist of marketable securities held by servicesource, inc. And opportunity center, inc. The investment income from these funds is available to provide for certain programs and initiatives of the organization. In addition, the board of trustees of servicesource foundation, inc. Has designated $177,306 and $1,950,000 for the friendship house and disability resource center, respectively.

PART X, LINE 2:

Management has evaluated the organization's tax positions and has concluded that the organization has taken no uncertain tax positions that require adjustment. The organization files tax returns in the u.s. Federal and state of florida jurisdictions. Generally, the organization is no longer subject to u.s. Federal or state and local income tax examinations by tax authorities for years before 2014.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Hfi revenue in consolidating financial statments 788,641. Hfi space coast revenue in consolidating financial statements 63,751. Hud revenue in consolidated financial statements 1,735,203. Interest in foundation 2,655,157. Abilities of florida revenue in consolidating financial statements 13,645,298.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Hud expenses in consolidating financial statements 1,992,107. Hfi expenses in consolidating financial statements 1,650,038. Hfi space coast expenses in consolidating financial statements 66,049. Abilities of florida expenses in consolidating financial statements 12,131,839.

Raw XML AppendixShowing 400 of 880 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022582
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027183
IRS990/AccountsReceivableGrp/BOYAmt0427
IRS990/AccountsReceivableGrp/EOYAmt0375
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GENE THOMAS
IRS990/BooksInCareOfDetail/PhoneNum07276008929
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02735 WHITNEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEARWATER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0337601610
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt017556
IRS990/CashNonInterestBearingGrp/EOYAmt020372
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt063484
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt052753
IRS990/CYRevenuesLessExpensesAmt0-22490
IRS990/CYSalariesCompEmpBnftPaidAmt011760
IRS990/CYTotalExpensesAmt075244
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt052754
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021815
IRS990/DepreciationDepletionGrp/TotalAmt021815
IRS990/Desc0THE ORGANIZATION RENTS REHABILITATED HOUSING FACILITIES TO PEOPLE WITH SEVERE PHYSICAL DISABILITIES WHO ARE CLASSIFIED AS LOW-INCOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt060190
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03384
IRS990/FeesForServicesAccountingGrp/TotalAmt03384
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesLegalGrp/TotalAmt0750
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06384
IRS990/FeesForServicesManagementGrp/TotalAmt06384
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08045
IRS990/FeesForServicesOtherGrp/TotalAmt08045
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt539.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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/OtherCompensationAmt330055
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt43405
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt513582
IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY TWOHEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JAN DODGE-LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JANET SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID HODGE
IRS990/Form990PartVIISectionAGrp/PersonNm5LISA CICCOLELLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3441189
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4378701
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt588967
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt052754
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05378
IRS990/InsuranceGrp/TotalAmt05378
IRS990/InvestmentIncomeGrp/ExclusionAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0188930
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0660990
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0639175
IRS990/LandBldgEquipCostOrOtherBssAmt0828105
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-96636
IRS990/NetAssetsOrFundBalancesEOYAmt0-119126
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0282
IRS990/OccupancyGrp/TotalAmt0282
IRS990/OfficeExpensesGrp/ProgramServicesAmt01692
IRS990/OfficeExpensesGrp/TotalAmt01692
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONDOMINIUM FEES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2TAXES AND LICENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt014866
IRS990/OtherExpensesGrp/ProgramServicesAmt1664
IRS990/OtherExpensesGrp/ProgramServicesAmt2224
IRS990/OtherExpensesGrp/TotalAmt014866
IRS990/OtherExpensesGrp/TotalAmt1664
IRS990/OtherExpensesGrp/TotalAmt2224
IRS990/OtherLiabilitiesGrp/BOYAmt0755528
IRS990/OtherLiabilitiesGrp/EOYAmt0755668
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04536
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07224
IRS990/OtherSalariesAndWagesGrp/TotalAmt011760
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02501
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03803
IRS990/PrincipalOfficerNm0JANET SAMUELSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc1RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043354
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043354
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19399
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt059710
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt050623
IRS990/PYRevenuesLessExpensesAmt0-19892
IRS990/PYSalariesCompEmpBnftPaidAmt010806
IRS990/PYTotalExpensesAmt070516
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050624
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22490
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt052753
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0147270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0341337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0341337
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0147270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042021
IRS990ScheduleA/Total509Grp/TotalAmt0341337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0147271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042022
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341342
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0639175
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0188930
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0828105
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt024990
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025498672
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0177306
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024395027
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01540306
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02706267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt024989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024869034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0684625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025498672
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0523575
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0463573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024989
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017358456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06874748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024769034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01051206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0400387
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014714040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01287251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017358456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02026945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0584872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt013081079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01326289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014714040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0940226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0548646
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt015840033
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt075244
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt015840033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2715100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34067
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HUD CAPITAL ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3MISCELLANEOUS LIABILITIES
IRS990ScheduleD/OtherRevenueAmt018888050
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt018888050
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt052754
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOARD DESIGNATED AND QUASI-ENDOWMENTS FUNDS CONSIST OF MARKETABLE SECURITIES HELD BY SERVICESOURCE, INC. AND OPPORTUNITY CENTER, INC. THE INVESTMENT INCOME FROM THESE FUNDS IS AVAILABLE TO PROVIDE FOR CERTAIN PROGRAMS AND INITIATIVES OF THE ORGANIZATION. IN ADDITION, THE BOARD OF TRUSTEES OF SERVICESOURCE FOUNDATION, INC. HAS DESIGNATED $177,306 AND $1,950,000 FOR THE FRIENDSHIP HOUSE AND DISABILITY RESOURCE CENTER, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE OF FLORIDA JURISDICTIONS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2HFI REVENUE IN CONSOLIDATING FINANCIAL STATMENTS 788,641. HFI SPACE COAST REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 63,751. HUD REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 1,735,203. INTEREST IN FOUNDATION 2,655,157. ABILITIES OF FLORIDA REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 13,645,298.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3HUD EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,992,107. HFI EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,650,038. HFI SPACE COAST EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 66,049. ABILITIES OF FLORIDA EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 12,131,839.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0639175
IRS990ScheduleD/TotalExpensesPerForm990Amt075244
IRS990ScheduleD/TotalLiabilityAmt0755668
IRS990ScheduleD/TotalRevenuePerForm990Amt052754
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018940804
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015915277
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt078000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt172000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0351907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1300986
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt011282
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt15715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JANET SAMUELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID HODGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE VP & CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0471244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1382106
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER THE EXTENSIVE INTERNAL REVIEW, THE RETURNS ARE MADE AVAILABLE TO THE MEMBERS OF THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS AND REQUEST FOR A FORMAL MEETING PRIOR TO FILING, IF DEEMED NECESSARY. THE FINAL 990 RETURN IS POSTED TO THE ORGANIZATION'S WEBSITE FOR INTERNAL USE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A DISCLOSURE FORM IDENTIFYING BUSINESS INTERESTS, EMPLOYMENT RELATIONSHIPS AND PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. THE ORGANIZATION HAS SPECIFIC BOARD-LEVEL POLICIES REGARDING DISCLOSURE OF CONFLICT OF INTEREST FOR BOARD MEMBERS. THE CHAIR OF THE BOARD AND THE CEO REGULARLY REVIEW THE COMPOSITION OF THE BOARD FOR ANY POTENTIAL CONFLICTS OF INTERESTS AND CONSULT WITH LEGAL COUNSEL IF NECESSARY. THE BOARD CHAIR MAY ASK THE INVOLVED INDIVIDUAL TO RECUSE THEMSELVES DURING DISCUSSIONS ON ANY MATTER RELATING TO A POTENTIAL CONFLICT OF INTEREST. THE ORGANIZATION MAINTAINS BUSINESS CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES THAT ALL EMPLOYEES ARE REQUIRED TO FOLLOW. ALL KEY EMPLOYEES, INCLUDING OFFICERS, ARE REQUIRED TO PARTICIPATE IN ANNUAL TRAINING ON THE ORGANIZATION'S CODE OF BUSINESS ETHICS, INCLUDING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ABILITIES AT EAGLE'S NEST, INC. DOES NOT COMPENSATE ANYONE SHOWN IN PART VII OF THE FORM 990 OR SCHEDULE J, PART II. THE COMPENSATION SHOWN IN THESE SECTIONS IS PAID BY SERVICESOURCE, INC., THE ORGANIZATION'S RELATED ORGANIZATION. ABILITIES AT EAGLE'S NEST, INC. RELIES ON THE COMPENSATION DETERMINATION METHODOLOGY OF SERVICESOURCE, INC. THE FOLLOWING IS THE COMPENSATION METHODOLOGY USED BY SERVICESOURCE, INC.: COMPENSATION FOR SERVICESOURCE'S CEO IS DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THIS INDEPENDENT DETERMINATION INCLUDES THE USE OF DATA FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS AND THE COMPENSATION ARRANGEMENT IS DOCUMENTED WHEN DECIDED BY THE BOARD OF DIRECTORS. AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTS AN EXECUTIVE SALARY SURVEY FOR ALL SENIOR EXECUTIVES ON AN ANNUAL BASIS, WITH THE RESULTS OF THE SURVEY BEING REVIEWED AND CONSIDERED BY THE BOARD OF DIRECTORS FOR DETERMINATION OF THE CEO'S COMPENSATION. COMPENSATION FOR OTHER OFFICERS ARE ALSO DETERMINED BASED ON EXECUTIVE PAY STUDIES AND AN EXECUTIVE SALARY SURVEY CONDUCTED BY A LEADING CONSULTING FIRM THAT ARE CONDUCTED ANNUALLY. COMPENSATION FOR OTHER KEY EMPLOYEES AND EXECUTIVES ARE DETERMINED BASED ON PERIODIC MARKET ANALYSIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings