Smc Group Home II Inc.

990EZ • Fiscal year 2016 • EIN 58-1571532

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

Organization Profile WWW.LIFESPANSERVICES.ORG

1511 Shopton RoadCharlotte, NC 28217

(704) 944-5100

Siviq Scores

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

1.43x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

2.93x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

12%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-1.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

2.0%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets96th percentile

Assets

Down

$108,356

Down $1,914 (-1.7%) from 2015

Net Assets

-$46,646

Up $6,167 (+12%) from 2015

Liabilities

Down

$155,002

Down $8,081 (-5.0%) from 2015

Revenue And Expenses

Liabilities / Revenue98th percentile Net Margin67th percentile

Revenue

$52,849

Up $1,026 (+2.0%) from 2015

Expenses

$46,682

Up $2,407 (+5.4%) from 2015

Net Income

Down

$6,167

Down $1,381 (-18%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2016

Assets$108,356

Liabilities$155,002

Net Assets-$46,646

Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2016

Revenue$52,849

Expenses$46,682

Net Income$6,167

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Jan 26, 2017
Return Version: 2015v3.0
Gross Receipts: $52,849

Mission and Program Overview

Mission

Providing residential facilities for mentally disabled adults

Program Services

Description	Grants	Expenses
PROVIDING RESIDENTIAL FACILITIES FOR MENTALLY DISABLED ADULTS	-	$34,551

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVAN CLONINGER	President	-	$0	-	-
RALPH ADAMS	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Smc Group Home Ii Inc
EIN: 58-1571532
Phone: 7049445100
Address: 1511 SHOPTON ROAD, CHARLOTTE, NC 28217

Signing Officer

Name: Ralph Adams
Title: Treasurer
Phone: 7049445100
Signed: 2017-01-26
Discuss with paid preparer: Yes

Preparer

Firm: Langdon & Company Llp
Address: 223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer: Susan Dean
Phone: 9196621001

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 333 interest expense 11,542 insurance 1,023 miscellaneous 7,164 non-investment depreciation 8,206 total 28,268”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,013 1,122 total 1,013 1,122”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,697 2,511 mortgage payable 128,463 121,567 operating advance - sponsor 29,911 29,911 tenant security deposit 1,012 1,013”

Form 990-ez, Part IV

“The officers of the organization are not directly compensated by smc group home ii, inc. The officers listed on part iv are also officers of the organization's parent, lifespan, inc. (ein: 56-1142969).”

Form 990-ez, Part V

“Line 45b - transaction with controlled entity smc group home ii leases one residential group home to lifespan, inc. (ein: 56-1142969), which directly controls smc group home ii. Smc group home ii is not required to file a full form 990 and schedule r as the lease amount is below the 50,000 threshold.”

Raw XML Appendix143 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/AddressChangeInd	0	X
IRS990EZ/BooksInCareOfDetail/PersonNm	0	RALPH ADAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7049445100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	1511 SHOPTON ROAD SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	28217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	16644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	22262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	6167
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1650
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	110270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	108356
IRS990EZ/GrossReceiptsAmt	0	52849
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartIVInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	4
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	92613
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	84972
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	-52813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	-46646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	-52813
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	-46646
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	15998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DAVAN CLONINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	RALPH ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	1013
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	1122
IRS990EZ/OtherExpensesTotalAmt	0	28268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDING RESIDENTIAL FACILITIES FOR MENTALLY DISABLED ADULTS
IRS990EZ/ProgramServiceRevenueAmt	0	52845
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDING RESIDENTIAL FACILITIES FOR MENTALLY DISABLED ADULTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	34551
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	766
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	163083
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	155002
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	46682
IRS990EZ/TotalProgramServiceExpensesAmt	0	34551
IRS990EZ/TotalRevenueAmt	0	52849
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.LIFESPANSERVICES.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	SMC GROUP HOME II, INC. ("SMC") IS AN ORGANIZATION RELATED BY COMMON MANAGEMENT THAT LEASES ONE RESIDENTIAL GROUP HOME TO LIFESPAN, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	SUPPLEMENTAL INFORMATION
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	561142969
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	7
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	LIFESPAN INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt	0	LIFESPAN INC
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES OFFICE EXPENSES 333 INTEREST EXPENSE 11,542 INSURANCE 1,023 MISCELLANEOUS 7,164 NON-INVESTMENT DEPRECIATION 8,206 TOTAL 28,268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACCOUNTS RECEIVABLE 1,013 1,122 TOTAL 1,013 1,122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,697 2,511 MORTGAGE PAYABLE 128,463 121,567 OPERATING ADVANCE - SPONSOR 29,911 29,911 TENANT SECURITY DEPOSIT 1,012 1,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE OFFICERS OF THE ORGANIZATION ARE NOT DIRECTLY COMPENSATED BY SMC GROUP HOME II, INC. THE OFFICERS LISTED ON PART IV ARE ALSO OFFICERS OF THE ORGANIZATION'S PARENT, LIFESPAN, INC. (EIN: 56-1142969).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	LINE 45B - TRANSACTION WITH CONTROLLED ENTITY SMC GROUP HOME II LEASES ONE RESIDENTIAL GROUP HOME TO LIFESPAN, INC. (EIN: 56-1142969), WHICH DIRECTLY CONTROLS SMC GROUP HOME II. SMC GROUP HOME II IS NOT REQUIRED TO FILE A FULL FORM 990 AND SCHEDULE R AS THE LEASE AMOUNT IS BELOW THE 50,000 THRESHOLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART V
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RALPH ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7049445100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SMC GROUP HOME II INC
ReturnHeader/Filer/BusinessNameControlTxt	0	SMCG
ReturnHeader/Filer/EIN	0	581571532
ReturnHeader/Filer/PhoneNum	0	7049445100
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1511 SHOPTON ROAD
ReturnHeader/Filer/USAddress/CityNm	0	CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561743537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LANGDON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	223 US HIGHWAY 70 EAST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	275294051
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9196621001
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SUSAN DEAN
ReturnHeader/ReturnTs	0	2017-01-31T09:42:45-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $108,356
Liabilities: $155,002
Net assets: -$46,646
Revenue: $52,849
Expenses: $46,682
Net income: $6,167

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$1.25	$0.84		$0.56	$0.36	$0.20
2022Detailed filing. Detailed filing data is available for this year.	$1.19	$0.97	$0.22	$0.55	$0.34	$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.10	$1.09	$0.01	$0.52	$0.38	$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.06	$1.19	$0.13	$0.56	$0.37	$0.19
2019Summary only. Only limited summary data is available for this year.	$1.03	$1.36		$0.54	$0.47	$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.99	$1.39	$0.40	$0.51	$0.45	$0.07
2017Summary only. Only limited summary data is available for this year.	$1.01	$1.48		$0.46	$0.46	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$1.08	$1.55	$0.47	$0.53	$0.47	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$1.10	$1.63	$0.53	$0.52	$0.44	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$1.09	$1.69	$0.60	$0.47	$0.42	$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.14	$1.80	$0.65	$0.48	$0.40	$0.08
2012Summary only. Only limited summary data is available for this year.	$1.06	$1.79		$0.41	$0.38	$0.03