Civic Intelligence

Share XI Inc.

990 • Fiscal year 2014 • EIN 57-1198242

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 14, 2015

Organization ProfileWWW.CONCERNHOUSING.ORG
312 Expressway Drive SMedford, NY 11763

(631) 758-0474

Siviq Scores

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

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • NTEE L20 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.46x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • NTEE L20 • $1M-$5M nonprofits • Source year 2014

Net Margin

30th percentile

-39%

Higher net margin than 30% of similar nonprofits.

2014 filings • NTEE L20 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$311,194

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 274.1% of source-year revenue.

2014 filings • NTEE L20 • $1M-$5M nonprofits • Source year 2014

Asset Growth

49th percentile

-2.3%

Faster asset growth than 49% of similar nonprofits.

2014 filings • NTEE L20 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

30%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$1,417,561

Down $32,942 (-2.3%) from 2013

Net Assets

Down

$1,364,788

Down $44,368 (-3.1%) from 2013

Liabilities

Up

$52,773

Up $11,426 (+28%) from 2013

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin30th percentile

Revenue

Up

$113,525

Up $26,273 (+30%) from 2013

Expenses

Up

$157,893

Up $33,998 (+27%) from 2013

Net Income

Down

-$44,368

Down $7,725 (-21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,519,924Liabilities 2011: $32,105Net Assets 2011: $1,487,8192011Assets 2012: $1,486,489Liabilities 2012: $40,690Net Assets 2012: $1,445,7992012Assets 2013: $1,450,503Liabilities 2013: $41,347Net Assets 2013: $1,409,1562013Assets 2014: $1,417,561Liabilities 2014: $52,773Net Assets 2014: $1,364,7882014Assets 2015: $1,388,377Liabilities 2015: $59,786Net Assets 2015: $1,328,5912015Assets 2016: $1,341,804Liabilities 2016: $48,326Net Assets 2016: $1,293,4782016Assets 2017: $1,324,618Liabilities 2017: $60,120Net Assets 2017: $1,264,4982017Assets 2018: $1,266,516Liabilities 2018: $37,757Net Assets 2018: $1,228,7592018Assets 2019: $1,235,149Liabilities 2019: $59,885Net Assets 2019: $1,175,2642019Assets 2020: $1,194,302Liabilities 2020: $71,637Net Assets 2020: $1,122,6652020Assets 2021: $1,146,842Liabilities 2021: $72,509Net Assets 2021: $1,074,3332021Assets 2022: $1,124,671Liabilities 2022: $89,972Net Assets 2022: $1,034,6992022Assets 2023: $1,080,217Liabilities 2023: $103,262Net Assets 2023: $976,9552023

Highlighted filing

2014

Assets$1,417,561
Liabilities$52,773
Net Assets$1,364,788
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100KRevenue 2011: $80,723Expenses 2011: $119,480Net Income 2011: -$38,7572011Revenue 2012: $82,087Expenses 2012: $124,107Net Income 2012: -$42,0202012Revenue 2013: $87,252Expenses 2013: $123,895Net Income 2013: -$36,6432013Revenue 2014: $113,525Expenses 2014: $157,893Net Income 2014: -$44,3682014Revenue 2015: $97,372Expenses 2015: $133,569Net Income 2015: -$36,1972015Revenue 2016: $101,878Expenses 2016: $136,991Net Income 2016: -$35,1132016Revenue 2017: $105,934Expenses 2017: $134,914Net Income 2017: -$28,9802017Revenue 2018: $109,531Expenses 2018: $145,270Net Income 2018: -$35,7392018Revenue 2019: $101,354Expenses 2019: $154,849Net Income 2019: -$53,4952019Revenue 2020: $100,472Expenses 2020: $153,071Net Income 2020: -$52,5992020Revenue 2021: $105,085Expenses 2021: $153,417Net Income 2021: -$48,3322021Revenue 2022: $114,536Expenses 2022: $154,170Net Income 2022: -$39,6342022Revenue 2023: $113,510Expenses 2023: $171,254Net Income 2023: -$57,7442023

Highlighted filing

2014

Revenue$113,525
Expenses$157,893
Net Income-$44,368
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 14, 2015
Return Version
2014v5.0
Gross Receipts
$113,525
Mission and Program Overview

Mission

Community residence program which establishes, operates, and maintains residences for persons with psychiatric disabilities.

Community residence program which establishes, operates and maintains residences for persons with psychiatric disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,379,450$1,336,625▼ $42,825
Savings and Temporary Cash Investments$63,326$69,065▲ $5,739
Cash and Non-Interest-Bearing Accounts$2,392$5,922▲ $3,530
Prepaid Expenses and Deferred Charges$3,512$3,766▲ $254
Accounts Receivable$1,823$2,183▲ $360
Total Assets$1,450,503$1,417,561▼ $32,942
Liabilities
Other Liabilities$34,760$43,133▲ $8,373
Accounts Payable and Accrued Expenses$6,587$8,818▲ $2,231
Deferred Revenue-$822-
Total Liabilities$41,347$52,773▲ $11,426
Net Assets / Fund Balance
Unrestricted Net Assets$1,409,156$1,364,788▼ $44,368
Total Net Assets Fund Balance$1,409,156$1,364,788▼ $44,368
Total Liabilities and Net Assets / Fund Balance$1,450,503$1,417,561▼ $32,942

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,336,625$361,736$1,698,361
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleOtherTotal
Michael BellottiAssistant Secretary$141,656$141,656

Board Members and Trustees

NameTitle
Davis PollackPresident
Ralph FasanoVice President
Bernard KirschbaumDirector
Dr Joan RubinsteinDirector
Frances FreyDirector
Helen PollackDirector
Kristie GoldenDirector
Lisa Piazza MdDirector
Lois LoganDirector
Raphael MorganDirector
Elizabeth LundeAssistant Secretary
Karen CoburnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$84,421
Investment Income
$107
Other Revenue
$28,997
Change in Net Assets
$-44,368

Audited Revenue Reconciliation

Revenue per Audited Statements
$113,525
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$113,525
Total Revenue per Form 990
$113,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$42,825--$42,825
Occupancy$14,300--$14,300
Fees for Services Accounting-$7,078-$7,078
Fees for Services Management-$6,960-$6,960
Insurance$4,427--$4,427
Office Expenses-$2,571-$2,571
Other Expenses$18,709$837-$837
Total Functional Expenses$137,752$20,141$0$157,893

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$157,893
Total Expenses per Audited Statements$157,893
Total Expenses per Form 990$157,893
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Management CompanyManagement, General, Maintenance and Clerical CostsNo$37,008
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$41,015
Tenant Deposits Held in Trust$2,118
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board president, davis pollack and board member, helen pollack are married.”

Form 990, Part VI, Section A, Line 2

“Ralph fasano, elizabeth lunde, and michael bellotti are not independent because they received compensation from concern for independent living, inc.”

Form 990, Part VI, Section A, Line 3

“Management of share xi, inc. Is handled by concern for independent living, inc.”

Form 990, Part VI, Section B, Line 11

“The organization will distribute the draft of form 990 to the board for their review and approval. Board members respond back with any questions or comments that are addressed in the final filed copy.”

Form 990, Part VI, Section B, Line 12C

“Share xi, inc. Follows concern for independent living, inc.'s conflict of interest policy. The organization distributes the conflict of interest policies annually, to the board of directors and key employees to sign.”

Form 990, Part VI, Section B, Line 15

“Employees mentioned in question 15 of form 990, page 6, part vi, are classified as fee for service expenses on the 990. These employees are paid by concern for independent living, inc. ("concern"). Concern's executive director obtains data from similar organiations to aid in the determination of the salaries of officers and key employees. The executive director provides this information to the president of the board who determines an appropriate salary for the executive director. The executive director reviews this data to approve other officers and key employees salaries.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are all available upon request at the organization's office during business hours.”

Filing and Contact Details

Filer

Filer Name
Share Xi Inc
EIN
57-1198242
Phone
6317580474
Address
312 EXPRESSWAY DRIVE S, MEDFORD, NY 11763

Signing Officer

Name
Carolyn Varajao
Title
CFO
Phone
6317580474
Signed
2015-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Varajao
Formed
2004
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cerini and Associates Llp
Address
3340 VETERANS MEMORIAL HIGHWAY, BOHEMIA, NY 11716
Preparer
Lisa Epstein
Phone
6315821600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The project evaulated its activities for uncertaiin tax positions and has determined that there were no uncertain tax positions for 2014 and 2013.”

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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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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt028997
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt028997
IRS990/OtherRevenueTotalAmt028997
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03766
IRS990/PrincipalOfficerNm0CAROLYN VARAJAO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt084421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt084421
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029
IRS990/PYOtherExpensesAmt0123895
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt087223
IRS990/PYRevenuesLessExpensesAmt0-36643
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0123895
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt087252
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-44368
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt084421
IRS990/SavingsAndTempCashInvstGrp/BOYAmt063326
IRS990/SavingsAndTempCashInvstGrp/EOYAmt069065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0292320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0166
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0537
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0123186
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0292320
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057958
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0292320
IRS990ScheduleA/TotalSupportAmt0292857
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01336625
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0361736
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01698361
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0157893
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041015
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12118
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0113525
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT EVAULATED ITS ACTIVITIES FOR UNCERTAIIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR 2014 AND 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01336625
IRS990ScheduleD/TotalExpensesPerForm990Amt0157893
IRS990ScheduleD/TotalLiabilityAmt043133
IRS990ScheduleD/TotalRevenuePerForm990Amt0113525
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0113525
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0157893
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0172347
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1256731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ELIZABETH LUNDE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RALPH FASANO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0172347
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1256731
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ELIZABETH LUNDE - $20,000 CONTRIBUTION TO 457(F) PLAN.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1RALPH FASANO - $20,000 CONTRIBUTION TO 457(F) PLAN.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, LINE 4B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CONCERN FOR INDEPENDENT LIVING INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MANAGEMENT COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt037008
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT, GENERAL, MAINTENANCE AND CLERICAL COSTS
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD PRESIDENT, DAVIS POLLACK AND BOARD MEMBER, HELEN POLLACK ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RALPH FASANO, ELIZABETH LUNDE, AND MICHAEL BELLOTTI ARE NOT INDEPENDENT BECAUSE THEY RECEIVED COMPENSATION FROM CONCERN FOR INDEPENDENT LIVING, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT OF SHARE XI, INC. IS HANDLED BY CONCERN FOR INDEPENDENT LIVING, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL DISTRIBUTE THE DRAFT OF FORM 990 TO THE BOARD FOR THEIR REVIEW AND APPROVAL. BOARD MEMBERS RESPOND BACK WITH ANY QUESTIONS OR COMMENTS THAT ARE ADDRESSED IN THE FINAL FILED COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SHARE XI, INC. FOLLOWS CONCERN FOR INDEPENDENT LIVING, INC.'S CONFLICT OF INTEREST POLICY. THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICIES ANNUALLY, TO THE BOARD OF DIRECTORS AND KEY EMPLOYEES TO SIGN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EMPLOYEES MENTIONED IN QUESTION 15 OF FORM 990, PAGE 6, PART VI, ARE CLASSIFIED AS FEE FOR SERVICE EXPENSES ON THE 990. THESE EMPLOYEES ARE PAID BY CONCERN FOR INDEPENDENT LIVING, INC. ("CONCERN"). CONCERN'S EXECUTIVE DIRECTOR OBTAINS DATA FROM SIMILAR ORGANIATIONS TO AID IN THE DETERMINATION OF THE SALARIES OF OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE DIRECTOR PROVIDES THIS INFORMATION TO THE PRESIDENT OF THE BOARD WHO DETERMINES AN APPROPRIATE SALARY FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWS THIS DATA TO APPROVE OTHER OFFICERS AND KEY EMPLOYEES SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE DURING BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,417,561
Liabilities
$52,773
Net assets
$1,364,788
Revenue
$113,525
Expenses
$157,893
Net income
-$44,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.08$0.10$0.98$0.11$0.17$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.09$1.03$0.11$0.15$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.07$1.07$0.11$0.15$0.05
2020Summary only. Only limited summary data is available for this year.$1.19$0.07$1.12$0.10$0.15$0.05
2019Summary only. Only limited summary data is available for this year.$1.24$0.06$1.18$0.10$0.15$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.04$1.23$0.11$0.15$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.06$1.26$0.11$0.13$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.05$1.29$0.10$0.14$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.06$1.33$0.10$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.05$1.36$0.11$0.16$0.04
2013Summary only. Only limited summary data is available for this year.$1.45$0.04$1.41$0.09$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.49$0.04$1.45$0.08$0.12$0.04
2011Summary only. Only limited summary data is available for this year.$1.52$0.03$1.49$0.08$0.12$0.04