Civic Intelligence

Shenandoah Valley Community Residences Inc.

990 • Fiscal year 2020 • EIN 54-1147961

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

301 N Cameron Street Ste 103Winchester, VA 22601-6018

(540) 536-0336

Siviq Scores

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

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.11x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$122,236

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

0.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

5.9%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,501,388

Up $9,877 (+0.4%) from 2019

Net Assets

Up

$2,227,202

Up $16,901 (+0.8%) from 2019

Liabilities

Down

$274,186

Down $7,024 (-2.5%) from 2019

Revenue

Up

$2,427,682

Up $134,462 (+5.9%) from 2019

Expenses

Up

$2,424,360

Up $212,637 (+9.6%) from 2019

Net Income

Down

$3,322

Down $78,175 (-96%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,576,646Liabilities 2011: $279,583Net Assets 2011: $1,297,0632011Assets 2012: $1,718,319Liabilities 2012: $249,897Net Assets 2012: $1,468,4222012Assets 2013: $1,862,326Liabilities 2013: $233,408Net Assets 2013: $1,628,9182013Assets 2014: $1,895,453Liabilities 2014: $198,702Net Assets 2014: $1,696,7512014Assets 2015: $1,918,531Liabilities 2015: $178,766Net Assets 2015: $1,739,7652015Assets 2016: $1,855,545Liabilities 2016: $134,020Net Assets 2016: $1,721,5252016Assets 2017: $1,955,438Liabilities 2017: $111,564Net Assets 2017: $1,843,8742017Assets 2018: $2,256,561Liabilities 2018: $157,767Net Assets 2018: $2,098,7942018Assets 2019: $2,491,511Liabilities 2019: $281,210Net Assets 2019: $2,210,3012019Assets 2020: $2,501,388Liabilities 2020: $274,186Net Assets 2020: $2,227,2022020Assets 2021: $2,731,478Liabilities 2021: $242,149Net Assets 2021: $2,489,3292021Assets 2022: $2,577,430Liabilities 2022: $224,667Net Assets 2022: $2,352,7632022Assets 2023: $3,184,224Liabilities 2023: $195,473Net Assets 2023: $2,988,7512023Assets 2024: $3,435,230Liabilities 2024: $197,834Net Assets 2024: $3,237,3962024Assets 2025: $3,741,198Liabilities 2025: $167,478Net Assets 2025: $3,573,7202025

Highlighted filing

2020

Assets$2,501,388
Liabilities$274,186
Net Assets$2,227,202

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2011: $1,802,7462011Revenue 2012: $1,932,256Expenses 2012: $1,789,089Net Income 2012: $143,1672012Revenue 2013: $1,947,896Expenses 2013: $1,793,204Net Income 2013: $154,6922013Revenue 2014: $1,939,418Expenses 2014: $1,874,358Net Income 2014: $65,0602014Revenue 2015: $1,868,387Expenses 2015: $1,821,165Net Income 2015: $47,2222015Revenue 2016: $1,872,048Expenses 2016: $1,864,064Net Income 2016: $7,9842016Revenue 2017: $2,063,458Expenses 2017: $1,983,249Net Income 2017: $80,2092017Revenue 2018: $2,280,931Expenses 2018: $2,050,585Net Income 2018: $230,3462018Revenue 2019: $2,293,220Expenses 2019: $2,211,723Net Income 2019: $81,4972019Revenue 2020: $2,427,682Expenses 2020: $2,424,360Net Income 2020: $3,3222020Revenue 2021: $2,669,991Expenses 2021: $2,576,406Net Income 2021: $93,5852021Revenue 2022: $2,863,081Expenses 2022: $2,811,523Net Income 2022: $51,5582022Revenue 2023: $3,651,353Expenses 2023: $3,040,139Net Income 2023: $611,2142023Revenue 2024: $3,742,556Expenses 2024: $3,502,994Net Income 2024: $239,5622024Revenue 2025: $4,052,070Expenses 2025: $3,828,094Net Income 2025: $223,9762025

Highlighted filing

2020

Revenue$2,427,682
Expenses$2,424,360
Net Income$3,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$2,777,682
Mission and Program Overview

Mission

Operate and maintain a community-based residential setting that provides 24/7 support services for adults whose primary diagnosis is developmental disability. Our goal is to promote independence by affording the individual choice in their daily life and in building relationships which utilize natural supports in the greater community.

To operate and maintain a community-integrated residential setting and support services for adults whose primary diagnosis is intellectual disability. The goal is to promote independence by affording the individual choice in their daily life and in building relationships which utilize natural supports in the greater community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,559,519$1,894,100▲ $334,581
Investments in Publicly Traded Securities$713,364$397,050▼ $316,314
Cash and Non-Interest-Bearing Accounts$108,951$106,719▼ $2,232
Savings and Temporary Cash Investments$98,180$94,131▼ $4,049
Total Assets$2,491,511$2,501,388▲ $9,877
Other Assets Total$11,497$9,388▼ $2,109
Liabilities
Mortgage Notes Payable Secured by Investment Property$180,375$157,125▼ $23,250
Accounts Payable and Accrued Expenses$63,835$93,811▲ $29,976
Other Liabilities$37,000$23,250▼ $13,750
Total Liabilities$281,210$274,186▼ $7,024
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,210,301$2,227,202▲ $16,901
Total Net Assets Fund Balance$2,210,301$2,227,202▲ $16,901
Total Liabilities and Net Assets / Fund Balance$2,491,511$2,501,388▲ $9,877

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,349,884$434,997$1,784,881
Land$489,231-$489,231
Equipment$54,985$285,385$340,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey UmbenourExec DirectoFT$105,953$16,283$122,236

Board Members and Trustees

NameTitle
Matthew BradleyPresident
A Katherine GreggDirector
Ann LamannaDirector
Kelly KremerDirector
Mary Hall1st Vice Pre
Melody Schwartzman2nd Vice Pre
Ellen MurphyAssistant Tr
David StegmaierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,536
Program Service Revenue
$2,354,319
Investment Income
$20,827
Other Revenue
$0
All Other Contributions
$52,536
Change in Net Assets
$3,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,427,682
Revenue Not Reported on Form 990
$27,733
Total Revenue per Audited Statements
$2,455,415
Total Revenue per Form 990
$2,427,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,047,013
Other Expenses$377,347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,182,359$174,935-$1,357,294
Other Employee Benefits$370,122$55,763-$425,885
Current Officers, Directors, Trustees, and Key Employees-$122,236-$122,236
Payroll Taxes$94,778$21,484-$116,262
Depreciation Depletion$62,287--$62,287
Occupancy$51,684$10,324-$62,008
All Other Expenses$29,861$4,523-$34,384
Pension Plan Contributions$20,327$5,009-$25,336
Insurance$12,180$11,501-$23,681
Other Expenses$12,594$698-$13,292
Fees for Services Accounting-$7,500-$7,500
Conferences and Meetings$2,865$75-$2,940
Travel$2,082--$2,082
Office Expenses$164$954-$1,118
Total Functional Expenses$1,991,204$433,156$0$2,424,360

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,438,514
Expenses per Audited Statements$2,424,360
Total Expenses per Form 990$2,424,360
Expenses Not Reported on Form 990$14,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Portion of Ltd$23,250
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 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
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, Page 6, Part VI, Line 11B

The draft of form 990 is first reviewed by the administrative staff. It is then submitted to the budget and finance committee of the board for their review. The draft is then presented by the committee to the board for their approval prior to it being submitted to the internal revenue service.

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

The policy requires board members and staff to annually complete a conflict of interest questionnaire making known their affiliations with individuals, businesses, or organizations doing business with the organization. In addition, board and staff must refrain from participation in discussions affecting transactions between the organization and individuals, businesses, or other organizations in which an affiliation has been identified.

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

The executive director's salary, upon hire, was established by comparison of salaries paid to executive directors of area non-profit organizations as well as a review of salaries paid across the state to executive directors of programs similar to this organization. During the ensuing years, annual salary increases have been based upon performance evaluations and cost of living adjustments. Evaluations are performed by members of the personnel committee and approval of salary action is by vote of the board.

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

All salaries and increases are reviewed and established by the board of directors for all key employees.

Form 990, Page 6, Part VI, Line 19

The organization maintains governing documents, conflict of interest agreements, and financial statements in its main office located at 301 n. Cameron street, suite 103, winchester, va 22601-6018. These documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Shenandoah Valley Community
EIN
54-1147961
Phone
5405360336
Address
301 N CAMERON STREET STE 103, WINCHESTER, VA 22601-6018

Signing Officer

Name
David Stegmaier
Title
Treasurer
Phone
5405360336
Signed
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Bradley
Formed
1980
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
42
Volunteers
8

Preparer

Firm
Cundiff & Associates CPA Pc
Address
321 S LOUDOUN ST, WINCHESTER, VA 22601-4637
Preparer
G Michael Cundiff CPA
Phone
5406670441
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To operate and maintain a community-integrated residential setting and support services for adults whose primary diagnosis is intellectual disability. The goal is to promote independence by affording the individual choice in their daily life and in building relationships which utilize natural supports in the greater community.

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

The exclusive purpose of the organization is to provide education, training and services to intellectually disabled citizens of the commonwealth by establishing, operating and maintaining community-integrated residential settings and community engagement services and associated support for adults with intellectual disabilities who chose to live in the northern shenandoah valley planning district. The organization operates five congregate group homes which provide 24-hour supervision in family-like housing situations for the adults who live there: -the beechcroft road group home (supports up to 7 men) -the chelsea drive group home (supports up to 8 women) -the fortress drive group home (supports up to 6 men) -the wickham terrace group home (supports up to 7 women) -the saratoga drive group home (supports up to 5 men) the organization also operates a supervised living residential service providing support 10-15 hours weekly to individuals who have demonstrated the capability of being safely left unsupervised for several days at a time: -the forrest drive apartments (supports up to 6 adults) -the james street apartments (supports up to 4 adults) in addition, the organization provides supportive in-home services to adults with intellectual disabilities in their own home or apartment, reflective of the individual strengths, needs, and goals of each client, in an efficient and responsible manner. The organization is dedicated to helping each client achieve the greatest degree of independence while enjoying the best possible quality of life experiences available to the community at large. All programs are designed to promote a "life like ours", focusing on community engagement, socialization, natural supports and being as independent as possible.

Form 990, Part XI, Line 9

Rounding -1 book / tax depreciation difference -229 total -230

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

Rounding 1 book / tax depreciation difference 229

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IRS990/Desc0THE EXCLUSIVE PURPOSE OF THE ORGANIZATION IS TO PROVIDE EDUCATION, TRAINING AND SERVICES TO INTELLECTUALLY DISABLED CITIZENS OF THE COMMONWEALTH BY ESTABLISHING, OPERATING AND MAINTAINING COMMUNITY-INTEGRATED RESIDENTIAL SETTINGS AND COMMUNITY ENGAGEMENT SERVICES AND ASSOCIATED SUPPORT FOR ADULTS WITH INTELLECTUAL DISABILITIES WHO CHOSE TO LIVE IN THE NORTHERN SHENANDOAH VALLEY PLANNING DISTRICT. THE ORGANIZATION OPERATES FIVE CONGREGATE GROUP HOMES WHICH PROVIDE 24-HOUR SUPERVISION IN FAMILY-LIKE HOUSING SITUATIONS FOR THE ADULTS WHO LIVE THERE: -THE BEECHCROFT ROAD GROUP HOME (SUPPORTS UP TO 7 MEN) -THE CHELSEA DRIVE GROUP HOME (SUPPORTS UP TO 8 WOMEN) -THE FORTRESS DRIVE GROUP HOME (SUPPORTS UP TO 6 MEN) -THE WICKHAM TERRACE GROUP HOME (SUPPORTS UP TO 7 WOMEN) -THE SARATOGA DRIVE GROUP HOME (SUPPORTS UP TO 5 MEN) THE ORGANIZATION ALSO OPERATES A SUPERVISED LIVING RESIDENTIAL SERVICE PROVIDING SUPPORT 10-15 HOURS WEEKLY TO INDIVIDUALS WHO HAVE DEMONSTRATED THE CAPABILITY OF BEING SAFELY LEFT UNSUPERVISED FOR SEVERAL DAYS AT A TIME: -THE FORREST DRIVE APARTMENTS (SUPPORTS UP TO 6 ADULTS) -THE JAMES STREET APARTMENTS (SUPPORTS UP TO 4 ADULTS) IN ADDITION, THE ORGANIZATION PROVIDES SUPPORTIVE IN-HOME SERVICES TO ADULTS WITH INTELLECTUAL DISABILITIES IN THEIR OWN HOME OR APARTMENT, REFLECTIVE OF THE INDIVIDUAL STRENGTHS, NEEDS, AND GOALS OF EACH CLIENT, IN AN EFFICIENT AND RESPONSIBLE MANNER. THE ORGANIZATION IS DEDICATED TO HELPING EACH CLIENT ACHIEVE THE GREATEST DEGREE OF INDEPENDENCE WHILE ENJOYING THE BEST POSSIBLE QUALITY OF LIFE EXPERIENCES AVAILABLE TO THE COMMUNITY AT LARGE. ALL PROGRAMS ARE DESIGNED TO PROMOTE A "LIFE LIKE OURS", FOCUSING ON COMMUNITY ENGAGEMENT, SOCIALIZATION, NATURAL SUPPORTS AND BEING AS INDEPENDENT AS POSSIBLE.
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IRS990/MissionDesc0TO OPERATE AND MAINTAIN A COMMUNITY-INTEGRATED RESIDENTIAL SETTING AND SUPPORT SERVICES FOR ADULTS WHOSE PRIMARY DIAGNOSIS IS INTELLECTUAL DISABILITY. THE GOAL IS TO PROMOTE INDEPENDENCE BY AFFORDING THE INDIVIDUAL CHOICE IN THEIR DAILY LIFE AND IN BUILDING RELATIONSHIPS WHICH UTILIZE NATURAL SUPPORTS IN THE GREATER COMMUNITY.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19363
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IRS990/PrincipalOfficerNm0MATTHEW BRADLEY
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt098180
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052536
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010700807
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IRS990ScheduleA/PublicSupportTotal170Amt0177345
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052536
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0194696
IRS990ScheduleA/TotalSupportAmt0307442
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/BuildingsGrp/BookValueAmt01349884
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0434997
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01784881
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt013924
IRS990ScheduleD/DonatedServicesUseFcltsAmt013924
IRS990ScheduleD/EquipmentGrp/BookValueAmt054985
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0285385
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0340370
IRS990ScheduleD/ExpensesNotReportedAmt014154
IRS990ScheduleD/ExpensesSubtotalAmt02424360
IRS990ScheduleD/LandGrp/BookValueAmt0489231
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0489231
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013809
IRS990ScheduleD/OtherExpensesIncludedAmt0230
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT PORTION OF LTD
IRS990ScheduleD/RevenueNotReportedAmt027733
IRS990ScheduleD/RevenueSubtotalAmt02427682
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING 1 BOOK / TAX DEPRECIATION DIFFERENCE 229
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01894100
IRS990ScheduleD/TotalExpensesPerForm990Amt02424360
IRS990ScheduleD/TotalLiabilityAmt023250
IRS990ScheduleD/TotalRevenuePerForm990Amt02427682
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02438514
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO OPERATE AND MAINTAIN A COMMUNITY-INTEGRATED RESIDENTIAL SETTING AND SUPPORT SERVICES FOR ADULTS WHOSE PRIMARY DIAGNOSIS IS INTELLECTUAL DISABILITY. THE GOAL IS TO PROMOTE INDEPENDENCE BY AFFORDING THE INDIVIDUAL CHOICE IN THEIR DAILY LIFE AND IN BUILDING RELATIONSHIPS WHICH UTILIZE NATURAL SUPPORTS IN THE GREATER COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXCLUSIVE PURPOSE OF THE ORGANIZATION IS TO PROVIDE EDUCATION, TRAINING AND SERVICES TO INTELLECTUALLY DISABLED CITIZENS OF THE COMMONWEALTH BY ESTABLISHING, OPERATING AND MAINTAINING COMMUNITY-INTEGRATED RESIDENTIAL SETTINGS AND COMMUNITY ENGAGEMENT SERVICES AND ASSOCIATED SUPPORT FOR ADULTS WITH INTELLECTUAL DISABILITIES WHO CHOSE TO LIVE IN THE NORTHERN SHENANDOAH VALLEY PLANNING DISTRICT. THE ORGANIZATION OPERATES FIVE CONGREGATE GROUP HOMES WHICH PROVIDE 24-HOUR SUPERVISION IN FAMILY-LIKE HOUSING SITUATIONS FOR THE ADULTS WHO LIVE THERE: -THE BEECHCROFT ROAD GROUP HOME (SUPPORTS UP TO 7 MEN) -THE CHELSEA DRIVE GROUP HOME (SUPPORTS UP TO 8 WOMEN) -THE FORTRESS DRIVE GROUP HOME (SUPPORTS UP TO 6 MEN) -THE WICKHAM TERRACE GROUP HOME (SUPPORTS UP TO 7 WOMEN) -THE SARATOGA DRIVE GROUP HOME (SUPPORTS UP TO 5 MEN) THE ORGANIZATION ALSO OPERATES A SUPERVISED LIVING RESIDENTIAL SERVICE PROVIDING SUPPORT 10-15 HOURS WEEKLY TO INDIVIDUALS WHO HAVE DEMONSTRATED THE CAPABILITY OF BEING SAFELY LEFT UNSUPERVISED FOR SEVERAL DAYS AT A TIME: -THE FORREST DRIVE APARTMENTS (SUPPORTS UP TO 6 ADULTS) -THE JAMES STREET APARTMENTS (SUPPORTS UP TO 4 ADULTS) IN ADDITION, THE ORGANIZATION PROVIDES SUPPORTIVE IN-HOME SERVICES TO ADULTS WITH INTELLECTUAL DISABILITIES IN THEIR OWN HOME OR APARTMENT, REFLECTIVE OF THE INDIVIDUAL STRENGTHS, NEEDS, AND GOALS OF EACH CLIENT, IN AN EFFICIENT AND RESPONSIBLE MANNER. THE ORGANIZATION IS DEDICATED TO HELPING EACH CLIENT ACHIEVE THE GREATEST DEGREE OF INDEPENDENCE WHILE ENJOYING THE BEST POSSIBLE QUALITY OF LIFE EXPERIENCES AVAILABLE TO THE COMMUNITY AT LARGE. ALL PROGRAMS ARE DESIGNED TO PROMOTE A "LIFE LIKE OURS", FOCUSING ON COMMUNITY ENGAGEMENT, SOCIALIZATION, NATURAL SUPPORTS AND BEING AS INDEPENDENT AS POSSIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DRAFT OF FORM 990 IS FIRST REVIEWED BY THE ADMINISTRATIVE STAFF. IT IS THEN SUBMITTED TO THE BUDGET AND FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW. THE DRAFT IS THEN PRESENTED BY THE COMMITTEE TO THE BOARD FOR THEIR APPROVAL PRIOR TO IT BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY REQUIRES BOARD MEMBERS AND STAFF TO ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE MAKING KNOWN THEIR AFFILIATIONS WITH INDIVIDUALS, BUSINESSES, OR ORGANIZATIONS DOING BUSINESS WITH THE ORGANIZATION. IN ADDITION, BOARD AND STAFF MUST REFRAIN FROM PARTICIPATION IN DISCUSSIONS AFFECTING TRANSACTIONS BETWEEN THE ORGANIZATION AND INDIVIDUALS, BUSINESSES, OR OTHER ORGANIZATIONS IN WHICH AN AFFILIATION HAS BEEN IDENTIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR'S SALARY, UPON HIRE, WAS ESTABLISHED BY COMPARISON OF SALARIES PAID TO EXECUTIVE DIRECTORS OF AREA NON-PROFIT ORGANIZATIONS AS WELL AS A REVIEW OF SALARIES PAID ACROSS THE STATE TO EXECUTIVE DIRECTORS OF PROGRAMS SIMILAR TO THIS ORGANIZATION. DURING THE ENSUING YEARS, ANNUAL SALARY INCREASES HAVE BEEN BASED UPON PERFORMANCE EVALUATIONS AND COST OF LIVING ADJUSTMENTS. EVALUATIONS ARE PERFORMED BY MEMBERS OF THE PERSONNEL COMMITTEE AND APPROVAL OF SALARY ACTION IS BY VOTE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL SALARIES AND INCREASES ARE REVIEWED AND ESTABLISHED BY THE BOARD OF DIRECTORS FOR ALL KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAINTAINS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AGREEMENTS, AND FINANCIAL STATEMENTS IN ITS MAIN OFFICE LOCATED AT 301 N. CAMERON STREET, SUITE 103, WINCHESTER, VA 22601-6018. THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING -1 BOOK / TAX DEPRECIATION DIFFERENCE -229 TOTAL -230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt02424360
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IRS990/TotalLiabilitiesEOYAmt0274186
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IRS990/TotalReportableCompFromOrgAmt0105953

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.74$0.17$3.57$4.05$3.83$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.20$3.24$3.74$3.50$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.20$2.99$3.65$3.04$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.22$2.35$2.86$2.81$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.24$2.49$2.67$2.58$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.27$2.23$2.43$2.42$0.00
2019Summary only. Only limited summary data is available for this year.$2.49$0.28$2.21$2.29$2.21$0.08
2018Summary only. Only limited summary data is available for this year.$2.26$0.16$2.10$2.28$2.05$0.23
2017Summary only. Only limited summary data is available for this year.$1.96$0.11$1.84$2.06$1.98$0.08
2016Summary only. Only limited summary data is available for this year.$1.86$0.13$1.72$1.87$1.86$0.01
2015Summary only. Only limited summary data is available for this year.$1.92$0.18$1.74$1.87$1.82$0.05
2014Summary only. Only limited summary data is available for this year.$1.90$0.20$1.70$1.94$1.87$0.07
2013Summary only. Only limited summary data is available for this year.$1.86$0.23$1.63$1.95$1.79$0.15
2012Summary only. Only limited summary data is available for this year.$1.72$0.25$1.47$1.93$1.79$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.28$1.30$1.80