Civic Intelligence

Aadd Inc

990 • Fiscal year 2016 • EIN 58-0641496

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

125 Clairemont Avenue No 300Decatur, GA 30030

(404) 881-9777

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$147,801

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

67th percentile

7.2%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

57%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$4,239,689

Up $284,627 (+7.2%) from 2015

Net Assets

Up

$4,025,178

Up $547,348 (+16%) from 2015

Liabilities

Down

$214,511

Down $262,721 (-55%) from 2015

Revenue

Up

$4,189,493

Up $1,518,328 (+57%) from 2015

Expenses

Up

$3,485,752

Up $507,398 (+17%) from 2015

Net Income

Up

$703,741

Up $1,010,930 (+329%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,690,960Liabilities 2011: $297,110Net Assets 2011: $1,393,8502011Assets 2012: $1,617,553Liabilities 2012: $505,701Net Assets 2012: $1,111,8522012Assets 2013: $1,381,521Liabilities 2013: $123,444Net Assets 2013: $1,258,0772013Assets 2014: $3,875,225Liabilities 2014: $104,495Net Assets 2014: $3,770,7302014Assets 2015: $3,955,062Liabilities 2015: $477,232Net Assets 2015: $3,477,8302015Assets 2016: $4,239,689Liabilities 2016: $214,511Net Assets 2016: $4,025,1782016Assets 2017: $4,318,040Liabilities 2017: $100,504Net Assets 2017: $4,217,5362017

Highlighted filing

2016

Assets$4,239,689
Liabilities$214,511
Net Assets$4,025,178

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,185,198Expenses 2011: $2,087,875Net Income 2011: $97,3232011Revenue 2012: $1,874,406Expenses 2012: $2,176,068Net Income 2012: -$301,6622012Revenue 2013: $2,026,759Expenses 2013: $1,903,453Net Income 2013: $123,3062013Revenue 2014: $4,856,830Expenses 2014: $2,440,154Net Income 2014: $2,416,6762014Revenue 2015: $2,671,165Expenses 2015: $2,978,354Net Income 2015: -$307,1892015Revenue 2016: $4,189,493Expenses 2016: $3,485,752Net Income 2016: $703,7412016Revenue 2017: $4,187,781Expenses 2017: $4,265,976Net Income 2017: -$78,1952017

Highlighted filing

2016

Revenue$4,189,493
Expenses$3,485,752
Net Income$703,741
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$4,189,493
Mission and Program Overview

Mission

Aadd maximizes resources for individuals and families living with intellectual and developmental disabilities to pursue stability, growth and independence.

The organization provided family support services, employment, and community engagement programs to individuals and their families living with developmental disabilities. Activities include helping people find housing, medical care, food, government benefits, training, and employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,102,875$3,009,951▼ $92,924
Savings and Temporary Cash Investments$146,594$607,041▲ $460,447
Accounts Receivable$610,893$494,961▼ $115,932
Land, Buildings, and Equipment, Net$69,474$79,283▲ $9,809
Prepaid Expenses and Deferred Charges$25,123$48,100▲ $22,977
Cash and Non-Interest-Bearing Accounts$103$103→ $0
Total Assets$3,955,062$4,239,689▲ $284,627
Other Assets Total$0$250▲ $250
Liabilities
Mortgage Notes Payable Secured by Investment Property$270,000--
Accounts Payable and Accrued Expenses$207,232$214,511▲ $7,279
Total Liabilities$477,232$214,511▼ $262,721
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,500,000$2,500,000→ $0
Unrestricted Net Assets$864,453$1,310,574▲ $446,121
Temporarily Rstr Net Assets$113,377$214,604▲ $101,227
Total Net Assets Fund Balance$3,477,830$4,025,178▲ $547,348
Total Liabilities and Net Assets / Fund Balance$3,955,062$4,239,689▲ $284,627

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$75,496$291,757$367,253
Leasehold Improvements$3,787$4,918$8,705

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,500,000-▼ $75,565-$2,424,435
2015$2,562,724-▲ $31,829$94,553$2,500,000
2014-$2,500,000▲ $62,724-$2,562,724
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn S KeeleyExecutive DirectorFT$144,800$3,001$147,801

Board Members and Trustees

NameTitle
Judith Moen StanleyChair
Nancy RizorVice Chair
Alan G Weintraub MdBoard Member
Bernadette C Marson PhdBoard Member
Bernadettee J FaberBoard Member
Charlotte a CombreBoard Member
Dorothea D CadetBoard Member
Jessica HardwayBoard Member
Justin P RyanBoard Member
Kedrick EilyBoard Member
Kristen M LewisBoard Member
Linda WilsonBoard Member
Rachael BarronBoard Member
Richard B PeaseBoard Member
Sandra EdwardsBoard Member
Shelly Nixon DonaldsonBoard Member
Stephen FrodericiBoard Member
Thomas B LambBoard Member
Mamie G KnellerSecretary
Charles T Lundquist CPATreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Dtc PartnersOccupancy (rent)901 PONCE DE LEON BOULEVARD SUITE 3, Coral Gables, FL 33134$191,343
Revenue and Support

Revenue Composition

Contributions and Grants
$3,886,320
Program Service Revenue
$225,805
Investment Income
$77,368
Other Revenue
$0
All Other Contributions
$408,135
Change in Net Assets
$703,741

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,175,594
Revenue Not Reported on Financial Statements
$13,899
Revenue Not Reported on Form 990
$-156,393
Total Revenue per Audited Statements
$4,019,201
Total Revenue per Form 990
$4,189,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,330,803
Other Expenses$914,772
Grants and Similar Amounts Paid$240,177
Total Fundraising Expense$135,049
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,672,773$118,560$61,671$1,853,004
Grants to Domestic Individuals$240,177--$240,177
Occupancy$180,916$14,752$3,581$199,249
Fees for Services Other$165,171$3,034$30,339$198,544
Other Employee Benefits$151,729$4,246$1,129$157,104
Current Officers, Directors, Trustees, and Key Employees$73,901$51,730$22,170$147,801
Payroll Taxes$122,839$12,041$6,610$141,490
Travel$74,034$10-$74,044
Information Technology$41,855$24,365$255$66,475
Fees for Services Lobbying$47,459--$47,459
Insurance$42,899$642-$43,541
Office Expenses$30,844$6,048$665$37,557
Conferences and Meetings$33,821$256$187$34,264
Pension Plan Contributions$28,883$1,682$839$31,404
All Other Expenses$19,299$8,461$1,779$29,539
Other Expenses$21,108$3,327$997$25,432
Depreciation Depletion$9,334$11,510-$20,844
Fees for Services Accounting-$13,950-$13,950
Fees for Service Investment Mgmnt Fees-$13,899-$13,899
Interest$1,402$1,140-$2,542
Fees for Services Legal-$1,673-$1,673
Advertising$1,320--$1,320
Total Functional Expenses$3,054,587$296,116$135,049$3,485,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,485,752
Expenses per Audited Statements$3,471,853
Total Expenses per Audited Statements$3,471,853
Expenses Not Reported on Financial Statements$13,899
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
Yes
Subject to proxy tax
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

A copy of form 990 is provied to the offiers of the board of directors and the chair of the fianance committee for review prior to the filing.

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

The signatures of the staff and board regarding conflicts with the policy are reviewed annually.

Form 990, Part VI, Section B, Line 15

Improving human capital, a local human resources consulting firm, was used to update salary ranges and analyze the responsibilities of positions within the organization. The board of directors also reviews and sets the salary of the executive director.

Form 990, Part VI, Section C, Line 18

Aadd makes all governing documents and financial statements available upon request at office locations.

Form 990, Part VI, Section C, Line 19

Aadd makes all governing documents and financial statements available upon request at office locations. A summary of financial statements is posted on the website.

Filing and Contact Details

Filer

Filer Name
Aadd Inc
EIN
58-0641496
Phone
4048819777
Address
125 CLAIREMONT AVENUE NO 300, DECATUR, GA 30030

Signing Officer

Name
Wayne Mcmillian
Title
Interim Executive Director
Phone
4048819777
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Mcmillian
Formed
1956
Legal Domicile
Ga
Voting Board Members
19
Independent Board Members
19
Employees
63
Volunteers
50

Preparer

Firm
Mauldin & Jenkins LLC
Address
200 GALLERIA PKWY SE STE 1700, ATLANTA, GA 30339-5946
Preparer
Mary Jo Alexander
Phone
7709558600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Annual earnings from the endowment fund are restricted for the purposes of providing support for indiviudals and families served by aadd who do not have state waivers or other means for accessing needed services.

PART X, LINE 2:

The preparation of financial statements in conformity with accounting principles generally accepted in the united states of america requires aadd to report information regarding its exposure to various tax positions taken by aadd. Management believes that aadd has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Management is not aware of any circumstances or transactions that would jeopardize its tax exempt status.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/InformationTechnologyGrp/TotalAmt066475
IRS990/InsuranceGrp/ManagementAndGeneralAmt0642
IRS990/InsuranceGrp/ProgramServicesAmt042899
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IRS990/MissionDesc0TO CREATE OPTIONS FOR A MEANINGFUL LIFE WITH INDIVIDUALS AND THEIR FAMILIES LIVING WITH DEVELOPMENTAL DISABILITIES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC POLICY & EDUCATION: WE INFLUENCE PUBLIC POLICY AND IN DOING SO, DEVELOP AND PROMOTE AN ANNUAL LEGISLATIVE AGENDA, HOST KEY LEGISLATIVE BREAKFASTS OR "KITCHEN TABLE CONVERSATIONS," HOST WEBINARS, AND LOBBY AT THE CAPITOL TO GET THE ISSUES IN FRONT OF LEGISLATORS. OUR TEAM VISITS CITIES ACROSS GEORGIA TO HOST COMMUNITY-WIDE DISCUSSIONS ON SPECIFIC TOPICS RELATED TO DEVELOPMENTAL DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0617888
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017302
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY ENGAGEMENT & PUBLIC AWARENESS: OUR COMMUNITY ENGAGEMENT PROGRAMS PROMOTE AN ENHANCED PUBLIC UNDERSTANDING OF DEVELOPMENTAL DISABILITIES AND FOSTER INCLUSIVE COMMUNITIES IN WHICH INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES CAN LIVE, WORK, AND PARTICIPATE IN A WAY THAT HONORS INDIVIDUAL DIGNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0467116
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FAMILY SUPPORT CENTER: THE AADD FAMILY SUPPORT CENTER, LOCATED IN DECATUR, PROVIDES A DEDICATED SPACE, SERVICES, AND PROGRAMS DESIGNED TO HELP METRO ATLANTA FAMILIES IMPACTED BY DEVELOPMENTAL DISABILITIES WORK THROUGH THE CHALLENGES THEY FACE.
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IRS990/PYGrantsAndSimilarPaidAmt0103455
IRS990/PYInvestmentIncomeAmt049972
IRS990/PYOtherExpensesAmt0864977

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