Civic Intelligence

The Easter Seals Ucp Horizons Foundation Inc

990 • Fiscal year 2013 • EIN 56-2172655

Jul 01, 2012 to Jun 30, 2013 • Filed on May 12, 2014

Organization ProfileWWW.EASTERSEALSUCP.COM
5171 Glenwood AvenueRoom/Suite 400Raleigh, NC 27612
Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

53rd percentile

0.13x

Higher debt load relative to revenue than 53% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,680,006

Up $188,477 (+7.6%) from 2012

Net Assets

Up

$2,643,006

Up $151,633 (+6.1%) from 2012

Liabilities

Up

$37,000

Up $36,844 (+23618%) from 2012

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin76th percentile

Revenue

Down

$293,907

Down $35,090 (-11%) from 2012

Expenses

Up

$239,731

Up $212,647 (+785%) from 2012

Net Income

Down

$54,176

Down $247,737 (-82%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,228,577Liabilities 2010: $156Net Assets 2010: $1,228,4212010Assets 2011: $2,267,711Liabilities 2011: $156Net Assets 2011: $2,267,5552011Assets 2012: $2,491,529Liabilities 2012: $156Net Assets 2012: $2,491,3732012Assets 2013: $2,680,006Liabilities 2013: $37,000Net Assets 2013: $2,643,0062013Assets 2014: $3,240,453Liabilities 2014: $0Net Assets 2014: $3,240,4532014Assets 2015: $2,851,688Liabilities 2015: $0Net Assets 2015: $2,851,6882015Assets 2016: $2,740,064Liabilities 2016: $36,000Net Assets 2016: $2,704,0642016Assets 2017: $3,063,899Liabilities 2017: $80,608Net Assets 2017: $2,983,2912017Assets 2018: $3,243,128Liabilities 2018: $35,829Net Assets 2018: $3,207,2992018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$2,680,006
Liabilities$37,000
Net Assets$2,643,006
Open 2013 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $5,6202010Expenses 2011: $29,6702011Revenue 2012: $328,997Expenses 2012: $27,084Net Income 2012: $301,9132012Revenue 2013: $293,907Expenses 2013: $239,731Net Income 2013: $54,1762013Revenue 2014: $500,571Expenses 2014: $104,949Net Income 2014: $395,6222014Revenue 2015: $231,412Expenses 2015: $497,055Net Income 2015: -$265,6432015Revenue 2016: $127,376Expenses 2016: $177,788Net Income 2016: -$50,4122016Revenue 2017: $168,770Expenses 2017: $63,610Net Income 2017: $105,1602017Revenue 2018: $90,013Expenses 2018: $61,916Net Income 2018: $28,0972018Revenue 2019: $116,205Expenses 2019: $3,077,034Net Income 2019: -$2,960,8292019

Highlighted filing

2013

Revenue$293,907
Expenses$239,731
Net Income$54,176
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 12, 2014
Return Version
2012v2.3
Gross Receipts
$422,971
Mission and Program Overview

Mission

The entity is a not-for-profit charitable organization dedicated to being a lifelong partner to people managing disabilities and mental health challenges

Filing and Contact Details

Filer

EIN
56-2172655
Raw XML AppendixShowing 400 of 499 raw XML fields

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

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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION CONTRIBUTED 210,304 TO EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. (EIN: 56-0670676), A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION REPORTED ON SCHEDULE R. THE CONTRIBUTION IS REPORTED ON THE FORM 990, PART IX AS A PAYMENT TO AFFILIATE. SEE SCHEDULE R AND THE EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING OF THE FINAL RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2IT IS THE POLICY OF THE ORGANIZATION (EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC.(ESUCP) AND EASTER SEALS UCP HORIZONS FOUNDATION, RELATED ORGANIZATIONS AS DISCLOSED ON SCHEDULE R) TO PROVIDE ON-GOING MONITORING, CONDUCT A REVIEW AND UPDATE THE AGENCY'S POLICIES AS NECESSARY. THE POLICIES ARE REVIEWED ON AN ANNUAL BASIS. THE POLICIES ARE REVISED AS NEEDED WITH APPROVAL BY THE EXECUTIVE TEAM. THE CFO IS RESPONSIBLE FOR ENSURING ENFORCEMENT BY ESTABLISHING AND PROVIDING TRAINING OF PROCESSES AND PROCEDURES, AS NEEDED, WHICH COMPLY WITH THE APPROVED POLICIES. THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS, OFFICERS AND LEADERSHIP (INCLUDES ALL MANAGEMENT LEVEL POSITIONS) TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION, AND NOT IN THE FURTHERANCE OF PERSONAL INTERESTS OR THE INTERESTS OF THIRD PARTIES. THESE INDIVIDUALS ARE REQUIRED TO PROVIDE A FULL DISCLOSURE OF ANY RELATIONSHIP, INFLUENCE OR ACTIVITY THAT MIGHT IMPAIR, OR EVEN APPEAR TO IMPAIR, THE ABILITY TO MAKE OBJECTIVE AND FAIR DECISIONS WHEN REPRESENTING THE ORGANIZATION, ANY EMPLOYMENT, CONSULTING RELATIONSHIP OR ADVISORY ACTIVITY WITH A COMPETITOR, POTENTIAL COMPETITOR, CUSTOMER OR POTENTIAL CUSTOMER OF THE ORGANIZATION, ANY SITUATIONS IN WHICH MATERIALS, SPECIALIZED KNOWLEDGE, AND/OR TECHNIQUES HAVE BEEN PROVIDED AS A RESULT OF AFFILIATION WITH THE ORGANIZATION, ANY RELATIONSHIP (PERSONAL OR FAMILY), INTEREST OR OWNERSHIP WITH A VENDOR, CONTRACTOR, GRANTOR, SUPPLIER OR CONSULTANT WITH WHOM THE ORGANIZATION DOES OR INTENDS TO DO BUSINESS, AND ANY BUSINESS OR FAMILY RELATIONSHIP, WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. DISCLOSURE IS REQUIRED TO BE IN WRITING AND UPDATED ON AN ANNUAL BASIS THEREAFTER. IF CIRCUMSTANCES CHANGE BEFORE THE ANNUAL DISCLOSURE REQUEST, REVISED INFORMATION IS REQUIRED AS IT OCCURS. ANY DISCLOSURE INFORMATION PROVIDED BY THE BOARD OF DIRECTORS AND OFFICERS IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE. LEADERSHIP DISCLOSURES ARE REVIEWED BY HUMAN RESOURCES AND OFFICERS.
IRS990ScheduleO/GeneralExplanation/Explanation3NO COMPENSATION IS PAID TO EXECUTIVES DIRECTLY BY THIS ORGANIZATION. THE BOARD OF DIRECTORS' PERSONNEL, COMPENSATION & EXECUTIVE EVALUATION COMMITTEE (COMMITTEE) FOR ITS AFFILIATE ORGANIZATION EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. (AS DISCLOSED ON SCH. R) ESTABLISHES THE COMPENSATION OF THE CEO. IN ARRIVING AT REASONABLE COMPENSATION THE COMMITTEE UTILIZES VARIOUS RESOURCES INCLUDING AN INDEPENDENT CONSULTANT, CEO COMPENSATION REPORTED ON THE FORM 990 FOR SIMILAR ORGANIZATIONS, AS WELL AS OTHER RELEVANT COMPENSATION RESOURCES. THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. BASED ON THE INFORMATION PROVIDED AND DELIBERATION BY THE BOARD OF DIRECTORS, THE CEO COMPENSATION IS ESTABLISHED THROUGH A WRITTEN EMPLOYMENT CONTRACT. IN ADDITION THE COMMITTEE ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO.
IRS990ScheduleO/GeneralExplanation/Explanation4NO COMPENSATION IS PAID DIRECTLY BY THIS ORGANIZATION TO ANY OFFICERS OR KEY EMPLOYEES. AS WITH THE COMPENSATION POLICY AND PROCEDURES OBSERVED FOR THE "TOP OFFICIAL" (AS DISCLOSED ABOVE UNDER PART VI, LINE 15A), ALL COMPENSATION REMUNERATED TO OFFICERS OR KEY EMPLOYEES BY THE ORGANIZATION'S AFFILIATE ORGANIZATION, EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. IS SUBJECT TO THE DECISIONS OF THE BOARD OF DIRECTORS' PERSONNEL, COMPENSATION & EXECUTIVE EVALUATION COMMITTEE. COMPENSATION DECISIONS FOR OFFICERS AND KEY EMPLOYEES ALSO INCLUDES REFERENCE TO CONTEMPORANEOUS COMPARABLE EXTERNAL SALARY DATA AND RECOMMENDATIONS FROM THE CEO.
IRS990ScheduleO/GeneralExplanation/Explanation5REQUEST FOR PUBLIC FINANCIAL INFORMATION AND/OR GOVERNING DOCUMENTS ARE AVAILABLE AT THE PRINCIPAL OFFICE OR BY REQUESTING IN WRITING (INCLUDING EMAIL).
IRS990ScheduleO/GeneralExplanation/Explanation6CONNIE COCHRAN LEFT THE ORGANIZATION ON 12/13/13, AFTER THE 6/30/13 FISCAL YEAR-END. FRED WADDLE BECAME THE INTERIM CEO AFTER CONNIE'S DEPARTURE. BRAD ROBERTS LEFT THE ORGANIZATION ON 4/1/14, AFTER THE 6/30/13 FISCAL YEAR-END. JOYCE STEVENS BECAME THE INTERIM CFO AFTER BRAD'S DEPARTURE. FRED AND JOYCE TOOK THESE POSITIONS AFTER THE 6/30/13 FISCAL YEAR-END AND THEREFORE ARE NOT REPORTED AS OFFICERS ON PART VII OF THE CURRENT YEAR FORM 990. BOB FRAZIER WAS HIRED AS THE EXECUTIVE DIRECTOR ON 5/1/13. HE DID NOT RECEIVE COMPENSATION AS AN EXECUTIVE DIRECTOR IN 2012 AND THEREFORE NO COMPENSATION IS REPORTED ON FORM 990, PART VII FOR BOB.
IRS990ScheduleO/GeneralExplanation/Identifier0ADDITIONAL INFORMATION
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier6ADDITIONAL INFORMATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VII
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10EASTER SEALS UCP NORTH CAROLINA &
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine20VIRGINIA INC
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07
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IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0210304
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved140000
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved230000
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0ACTUAL AMOUNT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,680,006
Liabilities
$37,000
Net assets
$2,643,006
Revenue
$293,907
Expenses
$239,731
Net income
$54,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$3.08$2.96
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.04$3.21$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.08$2.98$0.17$0.06$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.04$2.70$0.13$0.18$0.05
2015Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.23$0.50$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.50$0.10$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.04$2.64$0.29$0.24$0.05
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.33$0.03$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.01