Civic Intelligence

Calmra Inc. - Christian Assisted Living for Mentally Retarded Adult

990 • Fiscal year 2017 • EIN 52-1370390

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 23, 2018

Organization ProfileWWW.CALMRA.ORG

View Organization Page

14100 Laurel Park DriveLaurel, MD 20707

(301) 982-7177

Siviq Scores

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

Liabilities / Assets

86th percentile

0.78x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

1.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

25th percentile

-4.2%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$117,208

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

89th percentile

34%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-3.0%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$8,375,970

Up $2,109,523 (+34%) from 2016

Net Assets

Down

$1,833,399

Down $204,362 (-10%) from 2016

Liabilities

Up

$6,542,571

Up $2,313,885 (+55%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin25th percentile

Revenue

Down

$5,648,214

Down $174,793 (-3.0%) from 2016

Expenses

Up

$5,886,988

Up $462,382 (+8.5%) from 2016

Net Income

Down

-$238,774

Down $637,175 (-160%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,562,743Liabilities 2010: $4,580,514Net Assets 2010: $982,2292010Assets 2011: $6,087,812Liabilities 2011: $5,055,562Net Assets 2011: $1,032,2502011Assets 2012: $5,408,417Liabilities 2012: $4,073,142Net Assets 2012: $1,335,2752012Assets 2013: $5,324,147Liabilities 2013: $3,867,960Net Assets 2013: $1,456,1872013Assets 2014: $5,413,585Liabilities 2014: $3,781,857Net Assets 2014: $1,631,7282014Assets 2015: $5,769,530Liabilities 2015: $4,102,433Net Assets 2015: $1,667,0972015Assets 2016: $6,266,447Liabilities 2016: $4,228,686Net Assets 2016: $2,037,7612016Assets 2017: $8,375,970Liabilities 2017: $6,542,571Net Assets 2017: $1,833,3992017Assets 2018: $7,969,083Liabilities 2018: $6,490,846Net Assets 2018: $1,478,2372018Assets 2019: $7,848,777Liabilities 2019: $6,757,715Net Assets 2019: $1,091,0622019Assets 2020: $8,716,633Liabilities 2020: $6,559,476Net Assets 2020: $2,157,1572020Assets 2021: $8,396,996Liabilities 2021: $5,125,892Net Assets 2021: $3,271,1042021Assets 2022: $10,120,148Liabilities 2022: $5,025,080Net Assets 2022: $5,095,0682022Assets 2023: $11,699,299Liabilities 2023: $4,740,838Net Assets 2023: $6,958,4612023Assets 2024: $14,792,777Liabilities 2024: $5,089,733Net Assets 2024: $9,703,0442024

Highlighted filing

2017

Assets$8,375,970
Liabilities$6,542,571
Net Assets$1,833,399
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,940,5792010Revenue 2011: $4,447,828Expenses 2011: $4,430,964Net Income 2011: $16,8642011Expenses 2012: $4,606,5662012Expenses 2013: $4,879,7592013Revenue 2014: $5,073,704Expenses 2014: $4,950,392Net Income 2014: $123,3122014Revenue 2015: $5,148,924Expenses 2015: $5,100,603Net Income 2015: $48,3212015Revenue 2016: $5,823,007Expenses 2016: $5,424,606Net Income 2016: $398,4012016Revenue 2017: $5,648,214Expenses 2017: $5,886,988Net Income 2017: -$238,7742017Revenue 2018: $5,797,352Expenses 2018: $6,168,152Net Income 2018: -$370,8002018Revenue 2019: $6,008,796Expenses 2019: $6,390,216Net Income 2019: -$381,4202019Revenue 2020: $7,711,860Expenses 2020: $6,632,804Net Income 2020: $1,079,0562020Revenue 2021: $7,967,565Expenses 2021: $6,853,618Net Income 2021: $1,113,9472021Revenue 2022: $8,347,132Expenses 2022: $6,567,921Net Income 2022: $1,779,2112022Revenue 2023: $8,858,837Expenses 2023: $7,013,756Net Income 2023: $1,845,0812023Revenue 2024: $10,551,006Expenses 2024: $8,019,520Net Income 2024: $2,531,4862024

Highlighted filing

2017

Revenue$5,648,214
Expenses$5,886,988
Net Income-$238,774
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$5,660,641
Mission and Program Overview

Mission

To improve the lives of persons with developmental disabilities by providing the highest quality residential and other support services in an ethical and loving environment.

To improve the lives of persons with developmental disabilities by providing the highest quality residential and other support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,463,421$6,854,662▲ $2,391,241
Investments in Publicly Traded Securities$1,003,465$954,436▼ $49,029
Cash and Non-Interest-Bearing Accounts$296,014$190,384▼ $105,630
Accounts Receivable$245,742$95,436▼ $150,306
Savings and Temporary Cash Investments$21,028$31,325▲ $10,297
Prepaid Expenses and Deferred Charges$17,400$14,145▼ $3,255
Intangible Assets$3,624--
Total Assets$6,266,447$8,375,970▲ $2,109,523
Other Assets Total$215,753$235,582▲ $19,829
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,603,744$5,982,567▲ $2,378,823
Accounts Payable and Accrued Expenses$301,493$359,196▲ $57,703
Other Liabilities$286,123$169,483▼ $116,640
Escrow Account Liability$20,955$31,325▲ $10,370
Deferred Revenue$16,371--
Total Liabilities$4,228,686$6,542,571▲ $2,313,885
Net Assets / Fund Balance
Unrestricted Net Assets$1,962,761$1,753,899▼ $208,862
Temporarily Rstr Net Assets$75,000$79,500▲ $4,500
Total Net Assets Fund Balance$2,037,761$1,833,399▼ $204,362
Total Liabilities and Net Assets / Fund Balance$6,266,447$8,375,970▲ $2,109,523

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,739,812$1,605,329$4,345,141
Land$2,424,936-$2,424,936
Leasehold Improvements$1,173,019$485,852$1,658,871
Equipment$514,295$705,998$1,220,293
Other Land Buildings$2,600-$2,600
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy TolbertExecutive DirectorFT$101,864$15,344$117,208
Kelsey JacksonFinance DirectorFT$68,618$2,584$71,202

Board Members and Trustees

NameTitle
Stuart EisenPresident
Sheila SavilleVice President
Bill LowellDirector
David SavilleDirector
Diane TregoningDirector
Fred WindbeckDirector
Hazel RoederDirector
Joan EcholsDirector
Lois FunkDirector
Mark MazzDirector
Sara HenryDirector
William DentDirector
Kathy LabukasSecretary
Shane ChungSecretary
David BrokateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,314
Program Service Revenue
$5,346,310
Investment Income
$64,764
Other Revenue
$131,826
All Other Contributions
$32,211
Change in Net Assets
$-238,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,648,214
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,707
Total Revenue per Audited Statements
$5,693,921
Total Revenue per Form 990
$5,648,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,242,982
Other Expenses$1,644,006
Total Fundraising Expense$1,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,207,920$162,714-$3,370,634
Other Employee Benefits$331,155$31,259-$362,414
Occupancy$308,739$10,827-$319,566
Depreciation Depletion$288,858$5,257-$294,115
Payroll Taxes$249,046$22,025-$271,071
Current Officers, Directors, Trustees, and Key Employees$35,162$153,248-$188,410
Interest$141,319$18,838-$160,157
Fees for Services Other$121,811$30,508-$152,319
Office Expenses$105,291$22,928$1,523$129,742
Travel$99,484$3,980-$103,464
Insurance$85,575$6,939-$92,514
Pension Plan Contributions$42,080$8,373-$50,453
All Other Expenses$18,761$28,836-$47,597
Fees for Services Legal-$45,697-$45,697
Fees for Services Accounting-$29,763-$29,763
Other Expenses$11,365$1,923-$13,288
Conferences and Meetings$5,283$3,735-$9,018
Total Functional Expenses$5,282,490$602,975$1,523$5,886,988

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,898,283
Expenses per Audited Statements$5,886,988
Total Expenses per Form 990$5,886,988
Expenses Not Reported on Form 990$11,295
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,295
Fundraising Gross Income$2,657
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Solicitation$25,250---
Silent Auction$19,276$2,432$6,845$-4,413
Total Events$49,201$2,657$11,295$-8,638
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Margin Line of Credit$169,483
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 2

“A family relationship exists between board of directors members david saville and shelia saville.”

Form 990, Part VI, Section A, line 6

“The organization has members that pay membership dues on an annual basis. The members elect the board of directors.”

Form 990, Part VI, Section A, line 7A

“The organization has members that pay membership dues on an annual basis. The members elect the board of directors.”

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

“The executive director and cfo review the form 990 before it is filed. The executive director reviews the 990 with the board of directors. The board of directors receives a copy of the 990 and approves the 990 before it is filed.”

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

“All board of directors, officers, and key employees are required to sign annual statements disclosing conflicts of interest. The board of directors reviews all conflicts.”

Form 990, Part VI, Section B, line 15

“Salary levels and hourly rates are established by a committee of the board of directors for each postion and classification. Salary levels are compared to salaries of similar agencies in geographical area.”

Form 990, Part VI, Section C, line 18

“The organization makes it's form 1023 and form 990 available for public inspection upon written request.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Calmra Inc
EIN
52-1370390
Phone
3019827177
Address
14100 LAUREL PARK DRIVE, LAUREL, MD 20707

Signing Officer

Name
Nancy Tolbert
Title
Executive Director
Phone
3019827177
Signed
2018-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Tolbert
Formed
1984
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
11
Employees
157
Volunteers
0

Preparer

Firm
Mullen Sondberg Wimbish & Stone PA
Address
2553 Housley Road Suite 200, Annapolis, MD 21401
Preparer
Eric Siegfried CPA
Phone
4102244920
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The board of directors is responsible for the selection of the independent auditor and oversight of tHE annual audit. The process has not changed from the prior year.”

Financial Statement Notes

Part IV, Line 2B:

“The organization is the representative payee for consumers social security funds. The organization deposits the consumers social security funds into a custodial account. Consumers room and board fees for the residential services provided from the organization are transferred from the custodial account to the organization's operating account. Remaining funds are used by the consumer for personal needs.”

Part X, Line 2:

“The Organization follows the guidance of ASC 740-10, "Accounting for Uncertainty in Income Taxes" which clarifies the accounting for the recognition and measurement of the benefits of individual tax positions in the financial statements, including those of non-profit organizations. Tax positions must meet a recognition threshold of more-likely-than-not in order for the benefit of those tax positions to be recognized in the Organization's financial statements. The Organization analyzes tax positions taken, including those related to the requirements set forth in IRC Sec. 501(c) to qualify as a tax exempt organization, activities performed by volunteers and board members, the reporting of unrelated business income, and its status as a tax-exempt organization under Maryland state statute. The Organization does not know if any tax benefits arising from uncertain tax positions and there was no effect on the Organization's financial position or changes in net assets as a result of analyzing its tax positions. Fiscal years ending on or after June 30, 2014 remain subject to examination by federal and state authorities.”

Part XI, Line 2D - Other Adjustments:

“Direct fundraising expenses netted against fundraising revenue 11,295.”

Part XII, Line 2D - Other Adjustments:

“Direct fundraising expenses netted against fundraising revenue 11,295.”

Raw XML AppendixShowing 400 of 634 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15101864
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1668618
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt046544
IRS990/FundraisingDirectExpensesAmt011295
IRS990/FundraisingGrossIncomeAmt02657
IRS990/GainOrLossGrp/OtherAmt023903
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt025035
IRS990/GrossReceiptsAmt05660641
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06939
IRS990/InsuranceGrp/ProgramServicesAmt085575
IRS990/InsuranceGrp/TotalAmt092514
IRS990/IntangibleAssetsGrp/BOYAmt03624
IRS990/InterestGrp/ManagementAndGeneralAmt018838
IRS990/InterestGrp/ProgramServicesAmt0141319
IRS990/InterestGrp/TotalAmt0160157
IRS990/InvestmentIncomeGrp/ExclusionAmt040861
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040861
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01003465
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0954436
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02797179
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04463421
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06854662
IRS990/LandBldgEquipCostOrOtherBssAmt09651841
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01132
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt06559
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0to improve the lives of persons with developmental disabilities by providing the highest quality residential and other support services in an ethical and loving environment.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03603744
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05982567
IRS990/NetAssetsOrFundBalancesBOYAmt02037761
IRS990/NetAssetsOrFundBalancesEOYAmt01833399
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023903
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8638
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034412
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010827
IRS990/OccupancyGrp/ProgramServicesAmt0308739
IRS990/OccupancyGrp/TotalAmt0319566
IRS990/OfficeExpensesGrp/FundraisingAmt01523
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022928
IRS990/OfficeExpensesGrp/ProgramServicesAmt0105291
IRS990/OfficeExpensesGrp/TotalAmt0129742
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0215753
IRS990/OtherAssetsTotalGrp/EOYAmt0235582
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031259
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0331155
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0362414
IRS990/OtherExpensesGrp/Desc0food
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2NATIONAL DUES
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01886
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114239
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21923
IRS990/OtherExpensesGrp/ProgramServicesAmt0205117
IRS990/OtherExpensesGrp/ProgramServicesAmt125169
IRS990/OtherExpensesGrp/ProgramServicesAmt2355
IRS990/OtherExpensesGrp/ProgramServicesAmt311365
IRS990/OtherExpensesGrp/TotalAmt0205117
IRS990/OtherExpensesGrp/TotalAmt127055
IRS990/OtherExpensesGrp/TotalAmt214594
IRS990/OtherExpensesGrp/TotalAmt313288
IRS990/OtherLiabilitiesGrp/BOYAmt0286123
IRS990/OtherLiabilitiesGrp/EOYAmt0169483
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE REIMBURSEMEN
IRS990/OtherRevenueMiscGrp/ExclusionAmt043807
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt096657
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt096657
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt143807
IRS990/OtherRevenueTotalAmt0140464
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0162714
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03207920
IRS990/OtherSalariesAndWagesGrp/TotalAmt03370634
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022025
IRS990/PayrollTaxesGrp/ProgramServicesAmt0249046
IRS990/PayrollTaxesGrp/TotalAmt0271071
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08373
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042080
IRS990/PensionPlanContributionsGrp/TotalAmt050453
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014145
IRS990/PrincipalOfficerNm0NANCY TOLBERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL
IRS990/ProgramServiceRevenueGrp/Desc1DAY
IRS990/ProgramServiceRevenueGrp/Desc2PERSONAL SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc3INDIVIDUAL SUPPORT SER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04681495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1579618
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt258738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt326459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04681495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1579618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt258738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt326459
IRS990/ProgSrvcAccomActy2Grp/Desc0PERSONAL SUPPORT - PROVIDE SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES THAT LIVE IN THEIR OWN HOMES. THE ORGANIZATION PROVIDES SERVICES FOR 4 ADULTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056032
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt058738
IRS990/ProgSrvcAccomActy3Grp/Desc0DAY - PROVIDES A WELCOMING, SAFE, AND COMFORTABLE ENVIORNMENT FOR SENIORS (OVER 55 YEARS OF AGE) OR PERSONS WITH AGE RELATED CONDITIONS WITH COGNITIVE AND/OR PHYSICAL DISABILITIES TO ENGAGE IN MEANINGFUL DAYTIME ACTIVITIES. THE ORGANIZATION PROVIDES SERVICES FOR 25 ADULTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0635318
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0579618
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INDIVIDUAL SUPPORT SERVICES - PROVIDE SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES. THE SERVICES ARE INDIVIDUALIZED TO PROVIDE FOR THE PERSON'S UNIQUE NEEDS. THE ORGANIZATION PROVIDES SERVICES TO 3 ADULTS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OTHER MISCELLANEOUS EXEMPT REVENUE INCLUDING RENTAL INCOME FROM EMPLOYEES THAT LIVE IN RESIDENTIAL HOMES OWNED BY THE ORGANIZATION. THESE EMPLOYEES PROVIDE SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES THAT ALSO LIVE IN THE RESIDENTAL HOMES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt026459
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt026459
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt196657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070813
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt040868
IRS990/PYOtherExpensesAmt01473365
IRS990/PYOtherRevenueAmt0345038
IRS990/PYProgramServiceRevenueAmt05366288
IRS990/PYRevenuesLessExpensesAmt0398401
IRS990/PYSalariesCompEmpBnftPaidAmt03951241
IRS990/PYTotalExpensesAmt05424606
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05823007
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-238774
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04681495
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021028
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031325
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073158

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,375,970
Liabilities
$6,542,571
Net assets
$1,833,399
Revenue
$5,648,214
Expenses
$5,886,988
Net income
-$238,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.8$5.09$9.70$10.6$8.02$2.53
2023Detailed filing. Detailed filing data is available for this year.$11.7$4.74$6.96$8.86$7.01$1.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$5.03$5.10$8.35$6.57$1.78
2021Detailed filing. Detailed filing data is available for this year.$8.40$5.13$3.27$7.97$6.85$1.11
2020Detailed filing. Detailed filing data is available for this year.$8.72$6.56$2.16$7.71$6.63$1.08
2019Detailed filing. Detailed filing data is available for this year.$7.85$6.76$1.09$6.01$6.39$0.38
2018Detailed filing. Detailed filing data is available for this year.$7.97$6.49$1.48$5.80$6.17$0.37
2017Detailed filing. Detailed filing data is available for this year.$8.38$6.54$1.83$5.65$5.89$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.27$4.23$2.04$5.82$5.42$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.77$4.10$1.67$5.15$5.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.41$3.78$1.63$5.07$4.95$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$3.87$1.46$4.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$4.07$1.34$4.61
2011Summary only. Only limited summary data is available for this year.$6.09$5.06$1.03$4.45$4.43$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$4.58$0.98$3.94