Civic Intelligence

Center for Progressive Learning Inc.

990 • Fiscal year 2021 • EIN 52-1508258

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 28, 2022

Organization Profilewww.cplcares.org

View Organization Page

500 Redland Ct 204Owings Mills, MD 21117

(410) 581-7800

Siviq Scores

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

Liabilities / Assets

89th percentile

0.80x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.14x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

24th percentile

0.1%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$152,512

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

10th percentile

-5.7%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-8.2%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$1,033,749

Down $61,914 (-5.7%) from 2020

Net Assets

Down

$209,313

Down $28,007 (-12%) from 2020

Liabilities

Down

$824,436

Down $33,907 (-4.0%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin24th percentile

Revenue

Down

$5,784,370

Down $519,221 (-8.2%) from 2020

Expenses

Down

$5,780,041

Down $540,974 (-8.6%) from 2020

Net Income

Up

$4,329

Up $21,753 (+125%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $160,830Liabilities 2011: $101,350Net Assets 2011: $59,4802011Assets 2012: $202,662Liabilities 2012: $148,056Net Assets 2012: $54,6062012Assets 2013: $211,046Liabilities 2013: $167,947Net Assets 2013: $43,0992013Assets 2014: $2,042,585Liabilities 2014: $1,660,580Net Assets 2014: $382,0052014Assets 2015: $1,081,152Liabilities 2015: $651,708Net Assets 2015: $429,4442015Assets 2016: $1,219,465Liabilities 2016: $687,280Net Assets 2016: $532,1852016Assets 2017: $1,176,965Liabilities 2017: $742,038Net Assets 2017: $434,9272017Assets 2018: $1,057,649Liabilities 2018: $761,847Net Assets 2018: $295,8022018Assets 2019: $992,282Liabilities 2019: $737,538Net Assets 2019: $254,7442019Assets 2020: $1,095,663Liabilities 2020: $858,343Net Assets 2020: $237,3202020Assets 2021: $1,033,749Liabilities 2021: $824,436Net Assets 2021: $209,3132021Assets 2022: $1,389,040Liabilities 2022: $1,186,185Net Assets 2022: $202,8552022Assets 2023: $1,626,472Liabilities 2023: $1,407,137Net Assets 2023: $219,3352023Assets 2024: $1,823,241Liabilities 2024: $1,106,975Net Assets 2024: $716,2662024

Highlighted filing

2021

Assets$1,033,749
Liabilities$824,436
Net Assets$209,313
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,166,564Expenses 2011: $4,187,829Net Income 2011: -$21,2652011Expenses 2012: $4,050,2532012Expenses 2013: $4,051,3112013Revenue 2014: $6,313,962Expenses 2014: $5,975,056Net Income 2014: $338,9062014Revenue 2015: $5,984,656Expenses 2015: $5,937,217Net Income 2015: $47,4392015Revenue 2016: $6,306,927Expenses 2016: $6,204,186Net Income 2016: $102,7412016Revenue 2017: $6,145,713Expenses 2017: $6,242,971Net Income 2017: -$97,2582017Revenue 2018: $6,359,870Expenses 2018: $6,498,995Net Income 2018: -$139,1252018Revenue 2019: $6,419,970Expenses 2019: $6,461,028Net Income 2019: -$41,0582019Revenue 2020: $6,303,591Expenses 2020: $6,321,015Net Income 2020: -$17,4242020Revenue 2021: $5,784,370Expenses 2021: $5,780,041Net Income 2021: $4,3292021Revenue 2022: $5,970,937Expenses 2022: $5,977,395Net Income 2022: -$6,4582022Revenue 2023: $6,181,085Expenses 2023: $6,164,605Net Income 2023: $16,4802023Revenue 2024: $7,012,053Expenses 2024: $6,515,122Net Income 2024: $496,9312024

Highlighted filing

2021

Revenue$5,784,370
Expenses$5,780,041
Net Income$4,329
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 28, 2022
Return Version
2020v4.0
Gross Receipts
$5,784,370
Mission and Program Overview

Mission

To provide person-centered planning, advocacy and education that enhance the emotional, social and physical health of individuals living with developmental disabilities.

The Organization provides residential, case management, health care and community based services for individuals with developmental disabilities, traumatic brain injury, learning disabilities, and mental health challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$304,229$650,468▲ $346,239
Cash and Non-Interest-Bearing Accounts$709,166$308,857▼ $400,309
Accounts Receivable$31,113$42,528▲ $11,415
Prepaid Expenses and Deferred Charges$21,782$20,730▼ $1,052
Pledges and Grants Receivable$29,373$11,166▼ $18,207
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,095,663$1,033,749▼ $61,914
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$492,007$487,662▼ $4,345
Deferred Revenue$70,536$334,425▲ $263,889
Mortgage Notes Payable Secured by Investment Property$295,800--
Other Liabilities-$2,349-
Total Liabilities$858,343$824,436▼ $33,907
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$237,320$209,313▼ $28,007
Total Net Assets Fund Balance$237,320$209,313▼ $28,007
Total Liabilities and Net Assets / Fund Balance$1,095,663$1,033,749▼ $61,914
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James PerroneCEOFT$148,176$4,336$152,512
Cynthia HendersonCOOFT$94,553$4,192$98,745

Board Members and Trustees

NameTitle
Charles BalintChair
Cynthia Johnson - WordenDirector
Jineki Butler ClarkDirector
John WordenDirector
Joseph McDonoughDirector
Maxine SeidmanDirector
Frederick RossTreasurer/Sec.
Revenue and Support

Revenue Composition

Contributions and Grants
$5,208,054
Program Service Revenue
$575,848
Investment Income
$468
Other Revenue
$0
All Other Contributions
$3,715
Change in Net Assets
$4,329

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,530,684
Revenue Not Reported on Financial Statements
$253,686
Other Revenue Adjustments
$253,686
Total Revenue per Audited Statements
$5,530,684
Total Revenue per Form 990
$5,784,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,465,279
Salaries, Compensation, and Employee Benefits$1,314,762
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$714,148$154,707-$868,855
Current Officers, Directors, Trustees, and Key Employees$163,270$100,630-$263,900
Occupancy$131,143$27,064-$158,207
Other Employee Benefits$65,425$19,039-$84,464
Payroll Taxes$64,711$18,832-$83,543
Office Expenses$75,305$6,871-$82,176
Insurance$29,889$6,926-$36,815
Fees for Services Accounting-$19,000-$19,000
Pension Plan Contributions$10,844$3,156-$14,000
Travel$9,635$1,223-$10,858
Fees for Services Other-$5,578-$5,578
Other Expenses$4,894$513-$513
Total Functional Expenses$5,410,972$369,069$0$5,780,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,780,041
Total Expenses per Audited Statements$5,780,041
Total Expenses per Form 990$5,780,041
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to clients$2,349
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“John Worden & Cynthia Johnson-Worden are married.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 draft will be sent electronically to all board members who will be asked to comment, ask questions, and approve the draft.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All staff members' handbooks contain information on the Organization's policy. Board members are reminded every year in January and sign a statement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board Chair appoints an ad hoc compensation committee that use on line and other sources such as Maryland non-profits to look at agencies of comparable size and budget. This committee then makes a recommendation to the full board for approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Center for Progressive Learning Inc
EIN
52-1508258
Phone
4105817800
Address
500 Redland Ct 204, Owings Mills, MD 21117

Signing Officer

Name
James Perrone
Title
CEO
Signed
2022-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Perrone
Formed
1986
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
29
Volunteers
8

Preparer

Firm
KL Hoffman & Company PC
Address
2809 BOSTON ST, BALTIMORE, MD 21224
Preparer
Karen L Hoffman CPA
Phone
4439901005
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service has not examined (audited) any income tax returns of the Organization thus the previous three (3) years are subject to examination. The Organization has not taken any questionable positions with respect to unrelated business income tax or anything that would jeopardize its 501(c)(3) status.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Extinguishment of debt - PPP Loan $253686”

Raw XML AppendixShowing 400 of 474 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0492007
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0487662
IRS990/AccountsReceivableGrp/BOYAmt031113
IRS990/AccountsReceivableGrp/EOYAmt042528
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Organization provides residential, case management, health care and community based services for individuals with developmental disabilities, traumatic brain injury, learning disabilities, and mental health challenges.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt03715
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Management
IRS990/BooksInCareOfDetail/PhoneNum04105817800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 Redland Ct 204
IRS990/BooksInCareOfDetail/USAddress/CityNm0Owings Mills
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0211173266
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0709166
IRS990/CashNonInterestBearingGrp/EOYAmt0308857
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0100630
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0163270
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0263900
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05208054
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0468
IRS990/CYOtherExpensesAmt04465279
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0575848
IRS990/CYRevenuesLessExpensesAmt04329
IRS990/CYSalariesCompEmpBnftPaidAmt01314762
IRS990/CYTotalExpensesAmt05780041
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05784370
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt070536
IRS990/DeferredRevenueGrp/EOYAmt0334425
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Providing case management, health care, and community based support for developmentally disabled individuals.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt029
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05410972
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019000
IRS990/FeesForServicesAccountingGrp/TotalAmt019000
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05578
IRS990/FeesForServicesOtherGrp/TotalAmt05578
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt04336
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14192
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0James Perrone
IRS990/Form990PartVIISectionAGrp/PersonNm1Cynthia Henderson
IRS990/Form990PartVIISectionAGrp/PersonNm2Charles Balint
IRS990/Form990PartVIISectionAGrp/PersonNm3Frederick Ross
IRS990/Form990PartVIISectionAGrp/PersonNm4Jineki Butler Clark
IRS990/Form990PartVIISectionAGrp/PersonNm5Maxine Seidman
IRS990/Form990PartVIISectionAGrp/PersonNm6John Worden
IRS990/Form990PartVIISectionAGrp/PersonNm7Joseph McDonough
IRS990/Form990PartVIISectionAGrp/PersonNm8Cynthia Johnson - Worden
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0148176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt194553
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer/Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt05204339
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05784370
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06926
IRS990/InsuranceGrp/ProgramServicesAmt029889
IRS990/InsuranceGrp/TotalAmt036815
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0468
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0468
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Organization provides residential, case management, health care and community based support and services for individuals with developmental disabilities, traumatic brain injury, learning disabilities, and mental health challenges.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0295800
IRS990/NetAssetsOrFundBalancesBOYAmt0237320
IRS990/NetAssetsOrFundBalancesEOYAmt0209313
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0237320
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0209313
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt027064
IRS990/OccupancyGrp/ProgramServicesAmt0131143
IRS990/OccupancyGrp/TotalAmt0158207
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06871
IRS990/OfficeExpensesGrp/ProgramServicesAmt075305
IRS990/OfficeExpensesGrp/TotalAmt082176
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019039
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt065425
IRS990/OtherEmployeeBenefitsGrp/TotalAmt084464
IRS990/OtherExpensesGrp/Desc0Caregiver payments
IRS990/OtherExpensesGrp/Desc1Telephone & utilities
IRS990/OtherExpensesGrp/Desc2Support services
IRS990/OtherExpensesGrp/Desc3Other
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05530
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1513
IRS990/OtherExpensesGrp/ProgramServicesAmt04116462
IRS990/OtherExpensesGrp/ProgramServicesAmt125246
IRS990/OtherExpensesGrp/ProgramServicesAmt24894
IRS990/OtherExpensesGrp/TotalAmt04116462
IRS990/OtherExpensesGrp/TotalAmt130776
IRS990/OtherExpensesGrp/TotalAmt24894
IRS990/OtherExpensesGrp/TotalAmt3513
IRS990/OtherLiabilitiesGrp/EOYAmt02349
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0154707
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0714148
IRS990/OtherSalariesAndWagesGrp/TotalAmt0868855
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018832
IRS990/PayrollTaxesGrp/ProgramServicesAmt064711
IRS990/PayrollTaxesGrp/TotalAmt083543
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03156
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010844
IRS990/PensionPlanContributionsGrp/TotalAmt014000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt029373
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011166
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020730
IRS990/PrincipalOfficerNm0James Perrone
IRS990/PriorPeriodAdjustmentsAmt0-32336
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Client & insurance pmts.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0575848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0575848
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05393136
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0585
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04718902
IRS990/PYProgramServiceRevenueAmt0909870
IRS990/PYRevenuesLessExpensesAmt0-17424
IRS990/PYSalariesCompEmpBnftPaidAmt01602113
IRS990/PYTotalExpensesAmt06321015
IRS990/PYTotalRevenueAmt06303591
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04329
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0575848
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0304229
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0650468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04954368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05393136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05252628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05151499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04774268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025525899
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0326
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02039
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt025525899
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04954368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05393136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05252628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05151499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04774268
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025525899
IRS990ScheduleA/TotalSupportAmt025527938
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt05780041
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02349
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to clients
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0253686
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0253686
IRS990ScheduleD/RevenueSubtotalAmt05530684
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service has not examined (audited) any income tax returns of the Organization thus the previous three (3) years are subject to examination. The Organization has not taken any questionable positions with respect to unrelated business income tax or anything that would jeopardize its 501(c)(3) status.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Extinguishment of debt - PPP Loan $253686
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt05780041
IRS990ScheduleD/TotalLiabilityAmt02349
IRS990ScheduleD/TotalRevenuePerForm990Amt05784370
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05530684
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05780041
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0148176
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt04336
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0James Perrone
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0152512
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0John Worden & Cynthia Johnson-Worden are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 draft will be sent electronically to all board members who will be asked to comment, ask questions, and approve the draft.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All staff members' handbooks contain information on the Organization's policy. Board members are reminded every year in January and sign a statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board Chair appoints an ad hoc compensation committee that use on line and other sources such as Maryland non-profits to look at agencies of comparable size and budget. This committee then makes a recommendation to the full board for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,033,749
Liabilities
$824,436
Net assets
$209,313
Revenue
$5,784,370
Expenses
$5,780,041
Net income
$4,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.11$0.72$7.01$6.52$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.41$0.22$6.18$6.16$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.19$0.20$5.97$5.98$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.82$0.21$5.78$5.78$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.86$0.24$6.30$6.32$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.74$0.25$6.42$6.46$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.76$0.30$6.36$6.50$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.74$0.43$6.15$6.24$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.69$0.53$6.31$6.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.65$0.43$5.98$5.94$0.05
2014Summary only. Only limited summary data is available for this year.$2.04$1.66$0.38$6.31$5.98$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.17$0.04$4.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.15$0.05$4.05
2011Summary only. Only limited summary data is available for this year.$0.16$0.10$0.06$4.17$4.19$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits