Civic Intelligence

Blue Ridge Area Foundation Inc

990 • Fiscal year 2017 • EIN 58-1557339

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 03, 2018

28 Pisgah View AvenueAsheville, NC 28803

(828) 251-4500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.28x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$110,574

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,646,559

Up $102,125 (+6.6%) from 2016

Net Assets

Up

$1,191,008

Up $1,182,089 (+13254%) from 2016

Liabilities

Down

$455,551

Down $1,079,964 (-70%) from 2016

Revenue

Up

$9,957,929

Up $1,276,342 (+15%) from 2016

Expenses

Down

$8,775,840

Down $390,026 (-4.3%) from 2016

Net Income

Up

$1,182,089

Up $1,666,368 (+344%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,478,347Liabilities 2011: $1,988,163Net Assets 2011: $490,1842011Assets 2012: $2,521,123Liabilities 2012: $1,758,356Net Assets 2012: $762,7672012Assets 2013: $2,461,684Liabilities 2013: $1,745,157Net Assets 2013: $716,5272013Assets 2014: $2,246,354Liabilities 2014: $1,504,718Net Assets 2014: $741,6362014Assets 2015: $2,028,654Liabilities 2015: $1,448,545Net Assets 2015: $580,1092015Assets 2016: $1,544,434Liabilities 2016: $1,535,515Net Assets 2016: $8,9192016Assets 2017: $1,646,559Liabilities 2017: $455,551Net Assets 2017: $1,191,0082017Assets 2018: $1,856,119Liabilities 2018: $554,727Net Assets 2018: $1,301,3922018Assets 2019: $1,762,173Liabilities 2019: $819,385Net Assets 2019: $942,7882019

Highlighted filing

2017

Assets$1,646,559
Liabilities$455,551
Net Assets$1,191,008

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $7,997,2832011Expenses 2012: $8,122,0372012Expenses 2013: $8,260,5462013Revenue 2014: $8,319,652Expenses 2014: $8,294,543Net Income 2014: $25,1092014Revenue 2015: $8,247,025Expenses 2015: $8,408,548Net Income 2015: -$161,5232015Revenue 2016: $8,681,587Expenses 2016: $9,165,866Net Income 2016: -$484,2792016Revenue 2017: $9,957,929Expenses 2017: $8,775,840Net Income 2017: $1,182,0892017Revenue 2018: $8,383,601Expenses 2018: $8,273,217Net Income 2018: $110,3842018Revenue 2019: $8,282,938Expenses 2019: $8,600,868Net Income 2019: -$317,9302019

Highlighted filing

2017

Revenue$9,957,929
Expenses$8,775,840
Net Income$1,182,089
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 3, 2018
Return Version
2016v3.1
Gross Receipts
$10,112,775
Mission and Program Overview

Mission

Blue Ridge Area Foundation provides individualized, comprehensive and high quality

Blue ridge area foundation provides individualized, comprehensive and high quality residential and vocational services to adults with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$538,710$640,161▲ $101,451
Land, Buildings, and Equipment, Net$566,031$503,806▼ $62,225
Accounts Receivable$430,718$457,597▲ $26,879
Prepaid Expenses and Deferred Charges$846$44,345▲ $43,499
Intangible Assets$6,679--
Cash and Non-Interest-Bearing Accounts$1,450$650▼ $800
Total Assets$1,544,434$1,646,559▲ $102,125
Liabilities
Accounts Payable and Accrued Expenses$412,913$420,090▲ $7,177
Mortgage Notes Payable Secured by Investment Property$1,122,602$35,461▼ $1,087,141
Total Liabilities$1,535,515$455,551▼ $1,079,964
Net Assets / Fund Balance
Unrestricted Net Assets$8,919$1,191,008▲ $1,182,089
Total Net Assets Fund Balance$8,919$1,191,008▲ $1,182,089
Total Liabilities and Net Assets / Fund Balance$1,544,434$1,646,559▲ $102,125

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$217,130$2,387,541$2,604,671
Equipment$175,844$511,639$687,483
Land$109,600-$109,600
Other Land Buildings$968$15,762$16,730
Leasehold Improvements$264$10,070$10,334
Compensation and Service Providers

Employees

NameTitleOtherTotal
Chrissie GuldenCEO$110,574$110,574
Tina WoodyCOO$88,083$88,083
Miriam StuartCFO$37,015$37,015

Board Members and Trustees

NameTitle
Judy WebsterPresident
Bruce MurrayDirector
Linda McdanielDirector
Wendy CraigDirector
Diane Van NuysSecretary
Michael AndersonTreasurer
Rich LeeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,700
Program Service Revenue
$8,490,718
Investment Income
$1,446,828
Other Revenue
$16,683
All Other Contributions
$3,700
Change in Net Assets
$1,182,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,957,929
Total Revenue per Audited Statements
$9,957,929
Total Revenue per Form 990
$9,957,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,705,741
Other Expenses$2,070,099
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,210,574$329,864-$5,540,438
Other Employee Benefits$491,519$28,357-$519,876
Payroll Taxes$429,453$65,169-$494,622
All Other Expenses$462,506$10,939-$473,445
Other Expenses$134,475$52,865-$187,340
Current Officers, Directors, Trustees, and Key Employees-$150,805-$150,805
Depreciation Depletion$88,344$7,113-$95,457
Interest$53,942--$53,942
Insurance$2,639$38,821-$41,460
Fees for Services Management-$22,227-$22,227
Fees for Services Accounting-$18,486-$18,486
Occupancy-$5,976-$5,976
Fees for Services Legal-$5,276-$5,276
Total Functional Expenses$8,027,081$748,759$0$8,775,840

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,775,840
Total Expenses per Audited Statements$8,775,840
Total Expenses per Form 990$8,775,840
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
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
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

The form 990 is reviewed by the ceo and cfo before being filed. Financial information is tied into the audit where appropriate.

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

The board of directors reviews the conflict of interest policy annually. Additionally, each board member is asked to list any potential conflicts, or lack thereof, in writing each year.

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

Compensation of the ceo was determined on a negotiated basis with the board of directors using comparable wage information from contemporaries and salary information from similar size programs.

Form 990, Page 6, Part VI, Line 19

The form 990 is available on the organization's website and/or upon request.

Filing and Contact Details

Filer

Filer Name
Blue Ridge Area Foundation Inc
EIN
58-1557339
Phone
8282514500
Address
28 PISGAH VIEW AVENUE, ASHEVILLE, NC 28803
Doing Business As
Blue Ridge Group Homes

Signing Officer

Name
Chrissie Gulden
Title
CEO
Phone
8282514500
Signed
2018-01-03

Organization Details

Principal Officer
Chrissie Gulden
Formed
1983
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
457

Preparer

Firm
Gould Killian CPA Group Pa
Address
100 COXE AVE, ASHEVILLE, NC 28801-2354
Preparer
Harvey W Jenkins CPA
Phone
8282580363
Supplemental Narrative

Additional Explanations

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

Provides quality residential care, vocational & community alternatives program services for adult individuals with developmental disabilities/mental retardation.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11070605
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDES QUALITY RESIDENTIAL CARE, VOCATIONAL & COMMUNITY ALTERNATIVES PROGRAM SERVICES FOR ADULT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES/MENTAL RETARDATION.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01472
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0228
IRS990/PYOtherExpensesAmt02241208
IRS990/PYOtherRevenueAmt023472
IRS990/PYProgramServiceRevenueAmt08656415
IRS990/PYRevenuesLessExpensesAmt0-484279
IRS990/PYSalariesCompEmpBnftPaidAmt06924658
IRS990/PYTotalExpensesAmt09165866
IRS990/PYTotalRevenueAmt08681587
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01182089
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08490718
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0538710
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0640161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08511225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08681359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08218650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08272016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08196069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041879319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0745
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03486
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08507401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt041879319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08511225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08681359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08218650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08272016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08196069
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041879319
IRS990ScheduleA/TotalSupportAmt041882805
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0217130
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02387541
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02604671
IRS990ScheduleD/EquipmentGrp/BookValueAmt0175844
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0511639
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0687483
IRS990ScheduleD/ExpensesSubtotalAmt08775840
IRS990ScheduleD/LandGrp/BookValueAmt0109600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0109600
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0264
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010070
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010334
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0968
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015762
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016730
IRS990ScheduleD/RevenueSubtotalAmt09957929
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0503806
IRS990ScheduleD/TotalExpensesPerForm990Amt08775840
IRS990ScheduleD/TotalRevenuePerForm990Amt09957929
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09957929
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08775840
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES QUALITY RESIDENTIAL CARE, VOCATIONAL & COMMUNITY ALTERNATIVES PROGRAM SERVICES FOR ADULT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES/MENTAL RETARDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE CEO AND CFO BEFORE BEING FILED. FINANCIAL INFORMATION IS TIED INTO THE AUDIT WHERE APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. ADDITIONALLY, EACH BOARD MEMBER IS ASKED TO LIST ANY POTENTIAL CONFLICTS, OR LACK THEREOF, IN WRITING EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF THE CEO WAS DETERMINED ON A NEGOTIATED BASIS WITH THE BOARD OF DIRECTORS USING COMPARABLE WAGE INFORMATION FROM CONTEMPORARIES AND SALARY INFORMATION FROM SIMILAR SIZE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND/OR UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WESTERN NORTH CAROLINA GROUP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0HOME FOR AUTISTIC PERSONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581472257
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PG 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt028 PISGAH VIEW AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ASHEVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028803
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0206495
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1491474
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt222227
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt37244
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0TRACKED SEPARATELY
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ALLOCATION OF SALARIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FIXED MGMT FEE CHARGED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3VARIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4USE OF OFFICE EQUIPMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WNC GROUP HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WNC GROUP HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WNC GROUP HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3WNC GROUP HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4WNC GROUP HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0L
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4N
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

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