Civic Intelligence

Calmra Inc. - Christian Assisted Living for Mentally Retarded Adult

990 • Fiscal year 2018 • EIN 52-1370390

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 27, 2019

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

87th percentile

0.81x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

1.12x

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

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

Net Margin

22nd percentile

-6.4%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

46th percentile

$114,170

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

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

Asset Growth

21st percentile

-4.9%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

46th percentile

2.6%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$7,969,083

Down $406,887 (-4.9%) from 2017

Net Assets

Down

$1,478,237

Down $355,162 (-19%) from 2017

Liabilities

Down

$6,490,846

Down $51,725 (-0.8%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin22nd percentile

Revenue

Up

$5,797,352

Up $149,138 (+2.6%) from 2017

Expenses

Up

$6,168,152

Up $281,164 (+4.8%) from 2017

Net Income

Down

-$370,800

Down $132,026 (-55%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2018

Assets$7,969,083
Liabilities$6,490,846
Net Assets$1,478,237
Open 2018 Filing

Operations Trend

Revenue Growth46th 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

2018

Revenue$5,797,352
Expenses$6,168,152
Net Income-$370,800
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 27, 2019
Return Version
2017v2.3
Gross Receipts
$5,800,734
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$6,854,662$6,710,696▼ $143,966
Investments in Publicly Traded Securities$954,436$731,658▼ $222,778
Accounts Receivable$189,914$99,180▼ $90,734
Cash and Non-Interest-Bearing Accounts$190,384$95,234▼ $95,150
Savings and Temporary Cash Investments$31,325$52,152▲ $20,827
Prepaid Expenses and Deferred Charges$14,145$35,950▲ $21,805
Total Assets$8,470,448$7,969,083▼ $501,365
Other Assets Total$235,582$244,213▲ $8,631
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,982,567$5,756,784▼ $225,783
Accounts Payable and Accrued Expenses$359,196$419,441▲ $60,245
Other Liabilities$263,961$262,469▼ $1,492
Escrow Account Liability$31,325$52,152▲ $20,827
Total Liabilities$6,637,049$6,490,846▼ $146,203
Net Assets / Fund Balance
Unrestricted Net Assets$1,753,899$1,403,237▼ $350,662
Temporarily Rstr Net Assets$79,500$75,000▼ $4,500
Total Net Assets Fund Balance$1,833,399$1,478,237▼ $355,162
Total Liabilities and Net Assets / Fund Balance$8,470,448$7,969,083▼ $501,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,577,584$1,767,557$4,345,141
Land$2,424,936-$2,424,936
Leasehold Improvements$1,198,594$557,963$1,756,557
Equipment$509,582$679,030$1,188,612
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy TolbertExecutive DirectorFT$99,873$14,297$114,170
Kelsey JacksonFinance DirectorFT$68,881$2,392$71,273

Board Members and Trustees

NameTitle
David SavillePresident
Kathy LabukasVice President
Bill LowellDirector
Fred WindbeckDirector
Hazel RoederDirector
Joan EcholsDirector
Kenneth WindbeckDirector
Lois FunkDirector
Mark MazzDirector
Mary KenneyDirector
Sara HenryDirector
Stuart EisenDirector
William DentDirector
William MoonDirector
Sheila SavilleSecretary
David BrokateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,705
Program Service Revenue
$5,515,220
Investment Income
$63,156
Other Revenue
$139,271
All Other Contributions
$17,927
Change in Net Assets
$-370,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,797,352
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,020
Total Revenue per Audited Statements
$5,816,372
Total Revenue per Form 990
$5,797,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,426,769
Other Expenses$1,741,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,359,105$249,052-$3,608,157
Depreciation Depletion$347,838$30,930-$378,768
Occupancy$268,371$40,059-$308,430
Other Employee Benefits$284,274$12,554-$296,828
Payroll Taxes$259,112$27,415-$286,527
Interest$211,570$55,217-$266,787
Current Officers, Directors, Trustees, and Key Employees$34,251$151,192-$185,443
Office Expenses$126,183$15,687-$141,870
Fees for Services Other$93,512$32,498-$126,010
Insurance$86,531$6,844-$93,375
Travel$70,973$4,828-$75,801
Pension Plan Contributions$45,114$4,700-$49,814
Fees for Services Accounting-$44,285-$44,285
All Other Expenses$12,633$27,787-$40,420
Other Expenses$18,714$508-$19,222
Conferences and Meetings$1,612$3,899-$5,511
Total Functional Expenses$5,437,849$730,303$0$6,168,152

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,171,534
Expenses per Audited Statements$6,168,152
Total Expenses per Form 990$6,168,152
Expenses Not Reported on Form 990$3,382
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 Gross Income$4,896
Fundraising Direct Expenses$3,382
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Solicitation$24,205---
Golf Tournament$17,029$4,896$3,382$1,514
Total Events$41,234$4,896$3,382$1,514
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$158,900
Due to State of Maryland$103,569
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
2019-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Tolbert
Formed
1984
Legal Domicile
Md
Voting Board Members
16
Independent Board Members
12
Employees
156
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, 2015 remain subject to examination by federal and state authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses netted against fundraising revenue 3,382.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses netted against fundraising revenue 3,382.”

Raw XML AppendixShowing 400 of 626 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/BOYAmt0359196
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0419441
IRS990/AccountsReceivableGrp/BOYAmt0189914
IRS990/AccountsReceivableGrp/EOYAmt099180
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IMPROVE THE LIVES OF PERSONS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL AND OTHER SUPPORT SERVICES.
IRS990/AllOtherContributionsAmt017927
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt027787
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012633
IRS990/AllOtherExpensesGrp/TotalAmt040420
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03019827177
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014100 LAUREL PARK DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAUREL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020707
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0190384
IRS990/CashNonInterestBearingGrp/EOYAmt095234
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0151192
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt034251
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0185443
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03899
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01612
IRS990/ConferencesMeetingsGrp/TotalAmt05511
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt036338
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt079705
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt063156
IRS990/CYOtherExpensesAmt01741383
IRS990/CYOtherRevenueAmt0139271
IRS990/CYProgramServiceRevenueAmt05515220
IRS990/CYRevenuesLessExpensesAmt0-370800
IRS990/CYSalariesCompEmpBnftPaidAmt04426769
IRS990/CYTotalExpensesAmt06168152
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05797352
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt030930
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0347838
IRS990/DepreciationDepletionGrp/TotalAmt0378768
IRS990/Desc0RESIDENTIAL - PROVIDE QUALITY RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE COMMUNITY. THE ORGANIZATION PROVIDES HOUSING, LIVE IN STAFF, AND OTHER SERVICES FOR 45 ADULTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0156
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt031325
IRS990/EscrowAccountLiabilityGrp/EOYAmt052152
IRS990/ExpenseAmt04730934
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044285
IRS990/FeesForServicesAccountingGrp/TotalAmt044285
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt032498
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt093512
IRS990/FeesForServicesOtherGrp/TotalAmt0126010
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1614297
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt172392
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID SAVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY LABUKAS
IRS990/Form990PartVIISectionAGrp/PersonNm2SHEILA SAVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID BROKATE
IRS990/Form990PartVIISectionAGrp/PersonNm4STUART EISEN
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK MAZZ
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL LOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM DENT
IRS990/Form990PartVIISectionAGrp/PersonNm8LOIS FUNK
IRS990/Form990PartVIISectionAGrp/PersonNm9HAZEL ROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm10JOAN ECHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm11SARA HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm12FRED WINDBECK
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY KENNEY
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM MOON
IRS990/Form990PartVIISectionAGrp/PersonNm15KENNETH WINDBECK
IRS990/Form990PartVIISectionAGrp/PersonNm16NANCY TOLBERT
IRS990/Form990PartVIISectionAGrp/PersonNm17KELSEY JACKSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1699873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1768881
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt036338
IRS990/FundraisingDirectExpensesAmt03382
IRS990/FundraisingGrossIncomeAmt04896
IRS990/GainOrLossGrp/OtherAmt026395
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt026395
IRS990/GrossReceiptsAmt05800734
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06844
IRS990/InsuranceGrp/ProgramServicesAmt086531
IRS990/InsuranceGrp/TotalAmt093375
IRS990/InterestGrp/ManagementAndGeneralAmt055217
IRS990/InterestGrp/ProgramServicesAmt0211570
IRS990/InterestGrp/TotalAmt0266787
IRS990/InvestmentIncomeGrp/ExclusionAmt036761
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036761
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0954436
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0731658
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03004550
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06854662
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06710696
IRS990/LandBldgEquipCostOrOtherBssAmt09715246
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt05440
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/BOYAmt05982567
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05756784
IRS990/NetAssetsOrFundBalancesBOYAmt01833399
IRS990/NetAssetsOrFundBalancesEOYAmt01478237
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026395
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026395
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01514
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01514
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015638
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040059
IRS990/OccupancyGrp/ProgramServicesAmt0268371
IRS990/OccupancyGrp/TotalAmt0308430
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015687
IRS990/OfficeExpensesGrp/ProgramServicesAmt0126183
IRS990/OfficeExpensesGrp/TotalAmt0141870
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0235582
IRS990/OtherAssetsTotalGrp/EOYAmt0244213
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012554
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0284274
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0296828
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2AWARDS AND GRANTS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02318
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120530
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2508
IRS990/OtherExpensesGrp/ProgramServicesAmt0187379
IRS990/OtherExpensesGrp/ProgramServicesAmt130620
IRS990/OtherExpensesGrp/ProgramServicesAmt257
IRS990/OtherExpensesGrp/ProgramServicesAmt318714
IRS990/OtherExpensesGrp/TotalAmt0187379
IRS990/OtherExpensesGrp/TotalAmt132938
IRS990/OtherExpensesGrp/TotalAmt220587
IRS990/OtherExpensesGrp/TotalAmt319222
IRS990/OtherLiabilitiesGrp/BOYAmt0263961
IRS990/OtherLiabilitiesGrp/EOYAmt0262469
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0FORGIVENESS OF DEBT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE REIMBURSEMEN
IRS990/OtherRevenueMiscGrp/ExclusionAmt013857
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt085560
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt138340
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt138340
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt213857
IRS990/OtherRevenueTotalAmt0137757
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0249052
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03359105
IRS990/OtherSalariesAndWagesGrp/TotalAmt03608157
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027415
IRS990/PayrollTaxesGrp/ProgramServicesAmt0259112
IRS990/PayrollTaxesGrp/TotalAmt0286527
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04700
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt045114
IRS990/PensionPlanContributionsGrp/TotalAmt049814
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014145
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035950
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/RelatedOrExemptFuncIncomeAmt04881808
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1538559
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt266625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04881808
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1538559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328228
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/ExpenseAmt059042
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt066625
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/ExpenseAmt0619647
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0538559
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 4 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. ALSO INCLUDES FORGIVENESS OF DEBT AND OTHER MISCELLANEOUS INCOME.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt028226
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt028228
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1123900
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0105314
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064764
IRS990/PYOtherExpensesAmt01644006
IRS990/PYOtherRevenueAmt0131826
IRS990/PYProgramServiceRevenueAmt05346310
IRS990/PYRevenuesLessExpensesAmt0-238774
IRS990/PYSalariesCompEmpBnftPaidAmt04242982
IRS990/PYTotalExpensesAmt05886988
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05648214
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-370800
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04881808
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031325

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,969,083
Liabilities
$6,490,846
Net assets
$1,478,237
Revenue
$5,797,352
Expenses
$6,168,152
Net income
-$370,800
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