Civic Intelligence

Shared Opportunity Service Inc

EIN 52-2007270 • 501(c)3 • Chestertown, MD

Profile

To assist families in becoming healthy, stable, and self-sufficient, and to offer them information, guidance, and support.

601 High StreetChestertown, MD 21620

www.familiesshine.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

100th percentile

105%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$7,540

Down $1,471,264 (-99%) from 2014

Liabilities

Down

$0

Down $446,099 (-100%) from 2014

Net Assets

Down

$7,540

Down $1,025,165 (-99%) from 2014

Revenue

Down

-$974,472

Down $1,193,435 (-545%) from 2014

Expenses

Down

$50,693

Down $229,354 (-82%) from 2014

Net Income

Down

-$1,025,165

Down $964,081 (-1578%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,738,758Liabilities 2011: $501,785Net Assets 2011: $1,236,9732011Assets 2012: $1,654,996Liabilities 2012: $475,629Net Assets 2012: $1,179,3672012Assets 2013: $1,545,989Liabilities 2013: $452,200Net Assets 2013: $1,093,7892013Assets 2014: $1,478,804Liabilities 2014: $446,099Net Assets 2014: $1,032,7052014Assets 2015: $7,540Liabilities 2015: $0Net Assets 2015: $7,5402015

Highlighted filing

2015

Assets$7,540
Liabilities$0
Net Assets$7,540

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0M-$1.5MRevenue 2011: $815,286Expenses 2011: $854,950Net Income 2011: -$39,6642011Revenue 2012: $549,086Expenses 2012: $606,692Net Income 2012: -$57,6062012Revenue 2013: $321,701Expenses 2013: $407,279Net Income 2013: -$85,5782013Revenue 2014: $218,963Expenses 2014: $280,047Net Income 2014: -$61,0842014Revenue 2015: -$974,472Expenses 2015: $50,693Net Income 2015: -$1,025,1652015

Highlighted filing

2015

Revenue-$974,472
Expenses$50,693
Net Income-$1,025,165

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$526,050
Mission and Program Overview

Mission

To assist families in becoming healthy, stable, and self-sufficient, and to offer them information, guidance, and support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,476,297--
Cash and Non-Interest-Bearing Accounts$2,507$7,540▲ $5,033
Total Assets$1,478,804$7,540▼ $1,471,264
Liabilities
Mortgage Notes Payable Secured by Investment Property$446,099--
Total Liabilities$446,099$0▼ $446,099
Net Assets / Fund Balance
Unrestricted Net Assets$1,032,705$7,540▼ $1,025,165
Total Net Assets Fund Balance$1,032,705$7,540▼ $1,025,165
Total Liabilities and Net Assets / Fund Balance$1,478,804$7,540▼ $1,471,264
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$38,268
Investment Income
$-1,023,917
Other Revenue
$10,677
All Other Contributions
$500
Change in Net Assets
$-1,025,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,783
Salaries, Compensation, and Employee Benefits$20,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$19,307-$19,307
Occupancy$15,041--$15,041
Office Expenses$3,935$89-$4,024
Depreciation Depletion-$3,484-$3,484
Insurance$2,984--$2,984
Fees for Services Other-$2,767-$2,767
Payroll Taxes-$1,603-$1,603
Interest$1,483--$1,483
Total Functional Expenses$23,443$27,250$0$50,693
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
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, Page 6, Part VI, Line 11B

Management reviews the draft form 990 and forwards the draft to the board upon completion of the review. Board members receive a copy of the form 990 prior to filing for review and comment. Comments, if any, are forwarded to the return preparer.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest forms are distributed, completed, and signed at the annual meeting in june of each year. After the conflict of interest forms are collected, the executive director and president review the forms for compliance with the policy. The board addresses any conflicts of interest which arise during the year.

Form 990, Page 6, Part VI, Line 15A

The board reviews and approves the compensation for the executive director annually, documents any decisions made in writing, and uses knowledge of similar nonprofits in the same geographical area to set compensation for the year.

Form 990, Page 6, Part VI, Line 19

The conflict of interest policy, articles of incorporation/amendment, bylaws, and financial statements are made available on request.

Filing and Contact Details

Filer

Filer Name
Shared Opportunity Service Inc
EIN
52-2007270
Phone
4107787911
Address
601 HIGH STREET, CHESTERTOWN, MD 21620

Signing Officer

Name
Megan B Owings
Title
Vice President
Phone
4107787911
Signed
2016-05-16

Organization Details

Principal Officer
Jonathan P Hanley President
Formed
1996
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
9

Preparer

Firm
Toal Griffith Ragula LLC
Address
130 ADMIRAL COCHRANE DR SUITE 200, ANNAPOLIS, MD 21401-7368
Preparer
Jeffrey S Griffith CPA
Phone
4102240343
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Children of parents attending classes career exploration, job readiness and computer literacy early learning center families are offered consistent support in a safe and inspiring environment where early learning programs take place; programs are designed to promote the development of the child's physical, emotional, cognitive, and social growth. Developmental education for children ages birth through age 5 strengthens the bond between parent and child teachers use the creative curriculum to plan parent/child activities and weekly lessons developmental delays are identified through evaluation and appropriate referrals are made teachers role model positive parenting behaviors and developmental activities licensed child care is also provided on-site - fees may apply community outreach partnering with other agencies and organizations in the community, shared opportunity service delivers a complete group of services at the center strengthens community partnerships, expands our connections and broadens our reach visitors are invited to tour the center and join families, volunteers and staff for lunch quarterly partners breakfasts provide a collaborative forum for agency updates and dialogue volunteer opportunities are available for individuals that are interested in getting involved special events take place during the year at the center and other community locations in-home parent support qualified in-home visitors reach out to a diverse population who would otherwise not have access to the essential prenatal and child development information available at our center programs are targeted to meet the needs of families with children, ages birth through three spanish speaking staff available to recruit and visit local hispanic families the visitors are also trained in the nationally renowned parent as teachers curriculum (pat). They use this curriculum while planning all visits. Job readiness kent county one stop career center provides job search services and veterans' services (provided through the department of labor licensing and regulations (dllr) and the workforce investment bureau (wib)) job search materials, internet access, resume writing software and workshops are available to assist individuals in finding employment job readiness class meets on mondays and follows the east baltimore pipeline job readiness training program. The class takes quarterly field trips to visit temp agencies, allen foods, the outlets, etc. To actively seek employment. Parent education formal and informal parenting education that is aimed at increasing participant's knowledge of positive parenting techniques, developmental phases, and expectations of their child's growth classes and support groups on topics relating to health, nutrition, safety, learning and discipline one on one parenting education for families with specific parenting needs peer support opportunities for families to expand social interactions and participate in positive family activities field trips and recreational activities special events and celebrations designed to educate about other cultures monthly parent leadership meetings responsible fathers a program to promote healthy fatherhood relationships and to connect fathers with their children, families and community through information and support program activities will focus on achieving self-sufficiency through employment readiness, and economic stability that will improve the ability of participating fathers to provide child support dinner is provided and limited childcare the program utilizes curriculum from the national fatherhood initiative. Service coordination links participants to programs in all service areas and makes appropriate referrals to agency partners when needed - provides customized programming for individual families. Registration, needs assessment, goal determination, support, and progress monitoring life skills education presents educational topics aimed at increasing knowledge on health and well-being c

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 38,108
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0GOVERNMENT
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHILDREN OF PARENTS ATTENDING CLASSES CAREER EXPLORATION, JOB READINESS AND COMPUTER LITERACY EARLY LEARNING CENTER FAMILIES ARE OFFERED CONSISTENT SUPPORT IN A SAFE AND INSPIRING ENVIRONMENT WHERE EARLY LEARNING PROGRAMS TAKE PLACE; PROGRAMS ARE DESIGNED TO PROMOTE THE DEVELOPMENT OF THE CHILD'S PHYSICAL, EMOTIONAL, COGNITIVE, AND SOCIAL GROWTH. DEVELOPMENTAL EDUCATION FOR CHILDREN AGES BIRTH THROUGH AGE 5 STRENGTHENS THE BOND BETWEEN PARENT AND CHILD TEACHERS USE THE CREATIVE CURRICULUM TO PLAN PARENT/CHILD ACTIVITIES AND WEEKLY LESSONS DEVELOPMENTAL DELAYS ARE IDENTIFIED THROUGH EVALUATION AND APPROPRIATE REFERRALS ARE MADE TEACHERS ROLE MODEL POSITIVE PARENTING BEHAVIORS AND DEVELOPMENTAL ACTIVITIES LICENSED CHILD CARE IS ALSO PROVIDED ON-SITE - FEES MAY APPLY COMMUNITY OUTREACH PARTNERING WITH OTHER AGENCIES AND ORGANIZATIONS IN THE COMMUNITY, SHARED OPPORTUNITY SERVICE DELIVERS A COMPLETE GROUP OF SERVICES AT THE CENTER STRENGTHENS COMMUNITY PARTNERSHIPS, EXPANDS OUR CONNECTIONS AND BROADENS OUR REACH VISITORS ARE INVITED TO TOUR THE CENTER AND JOIN FAMILIES, VOLUNTEERS AND STAFF FOR LUNCH QUARTERLY PARTNERS BREAKFASTS PROVIDE A COLLABORATIVE FORUM FOR AGENCY UPDATES AND DIALOGUE VOLUNTEER OPPORTUNITIES ARE AVAILABLE FOR INDIVIDUALS THAT ARE INTERESTED IN GETTING INVOLVED SPECIAL EVENTS TAKE PLACE DURING THE YEAR AT THE CENTER AND OTHER COMMUNITY LOCATIONS IN-HOME PARENT SUPPORT QUALIFIED IN-HOME VISITORS REACH OUT TO A DIVERSE POPULATION WHO WOULD OTHERWISE NOT HAVE ACCESS TO THE ESSENTIAL PRENATAL AND CHILD DEVELOPMENT INFORMATION AVAILABLE AT OUR CENTER PROGRAMS ARE TARGETED TO MEET THE NEEDS OF FAMILIES WITH CHILDREN, AGES BIRTH THROUGH THREE SPANISH SPEAKING STAFF AVAILABLE TO RECRUIT AND VISIT LOCAL HISPANIC FAMILIES THE VISITORS ARE ALSO TRAINED IN THE NATIONALLY RENOWNED PARENT AS TEACHERS CURRICULUM (PAT). THEY USE THIS CURRICULUM WHILE PLANNING ALL VISITS. JOB READINESS KENT COUNTY ONE STOP CAREER CENTER PROVIDES JOB SEARCH SERVICES AND VETERANS' SERVICES (PROVIDED THROUGH THE DEPARTMENT OF LABOR LICENSING AND REGULATIONS (DLLR) AND THE WORKFORCE INVESTMENT BUREAU (WIB)) JOB SEARCH MATERIALS, INTERNET ACCESS, RESUME WRITING SOFTWARE AND WORKSHOPS ARE AVAILABLE TO ASSIST INDIVIDUALS IN FINDING EMPLOYMENT JOB READINESS CLASS MEETS ON MONDAYS AND FOLLOWS THE EAST BALTIMORE PIPELINE JOB READINESS TRAINING PROGRAM. THE CLASS TAKES QUARTERLY FIELD TRIPS TO VISIT TEMP AGENCIES, ALLEN FOODS, THE OUTLETS, ETC. TO ACTIVELY SEEK EMPLOYMENT. PARENT EDUCATION FORMAL AND INFORMAL PARENTING EDUCATION THAT IS AIMED AT INCREASING PARTICIPANT'S KNOWLEDGE OF POSITIVE PARENTING TECHNIQUES, DEVELOPMENTAL PHASES, AND EXPECTATIONS OF THEIR CHILD'S GROWTH CLASSES AND SUPPORT GROUPS ON TOPICS RELATING TO HEALTH, NUTRITION, SAFETY, LEARNING AND DISCIPLINE ONE ON ONE PARENTING EDUCATION FOR FAMILIES WITH SPECIFIC PARENTING NEEDS PEER SUPPORT OPPORTUNITIES FOR FAMILIES TO EXPAND SOCIAL INTERACTIONS AND PARTICIPATE IN POSITIVE FAMILY ACTIVITIES FIELD TRIPS AND RECREATIONAL ACTIVITIES SPECIAL EVENTS AND CELEBRATIONS DESIGNED TO EDUCATE ABOUT OTHER CULTURES MONTHLY PARENT LEADERSHIP MEETINGS RESPONSIBLE FATHERS A PROGRAM TO PROMOTE HEALTHY FATHERHOOD RELATIONSHIPS AND TO CONNECT FATHERS WITH THEIR CHILDREN, FAMILIES AND COMMUNITY THROUGH INFORMATION AND SUPPORT PROGRAM ACTIVITIES WILL FOCUS ON ACHIEVING SELF-SUFFICIENCY THROUGH EMPLOYMENT READINESS, AND ECONOMIC STABILITY THAT WILL IMPROVE THE ABILITY OF PARTICIPATING FATHERS TO PROVIDE CHILD SUPPORT DINNER IS PROVIDED AND LIMITED CHILDCARE THE PROGRAM UTILIZES CURRICULUM FROM THE NATIONAL FATHERHOOD INITIATIVE. SERVICE COORDINATION LINKS PARTICIPANTS TO PROGRAMS IN ALL SERVICE AREAS AND MAKES APPROPRIATE REFERRALS TO AGENCY PARTNERS WHEN NEEDED - PROVIDES CUSTOMIZED PROGRAMMING FOR INDIVIDUAL FAMILIES. REGISTRATION, NEEDS ASSESSMENT, GOAL DETERMINATION, SUPPORT, AND PROGRESS MONITORING LIFE SKILLS EDUCATION PRESENTS EDUCATIONAL TOPICS AIMED AT INCREASING KNOWLEDGE ON HEALTH AND WELL-BEING C
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT REVIEWS THE DRAFT FORM 990 AND FORWARDS THE DRAFT TO THE BOARD UPON COMPLETION OF THE REVIEW. BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING FOR REVIEW AND COMMENT. COMMENTS, IF ANY, ARE FORWARDED TO THE RETURN PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST FORMS ARE DISTRIBUTED, COMPLETED, AND SIGNED AT THE ANNUAL MEETING IN JUNE OF EACH YEAR. AFTER THE CONFLICT OF INTEREST FORMS ARE COLLECTED, THE EXECUTIVE DIRECTOR AND PRESIDENT REVIEW THE FORMS FOR COMPLIANCE WITH THE POLICY. THE BOARD ADDRESSES ANY CONFLICTS OF INTEREST WHICH ARISE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR ANNUALLY, DOCUMENTS ANY DECISIONS MADE IN WRITING, AND USES KNOWLEDGE OF SIMILAR NONPROFITS IN THE SAME GEOGRAPHICAL AREA TO SET COMPENSATION FOR THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION/AMENDMENT, BYLAWS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-974472
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN B OWINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04107787911
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED OPPORTUNITY SERVICE INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOAL GRIFFITH RAGULA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 ADMIRAL COCHRANE DR SUITE 200
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ReturnHeader/PreparerPersonGrp/PhoneNum04102240343
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY S GRIFFITH CPA
ReturnHeader/ReturnTs02016-05-16T16:46:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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