Civic Intelligence

Katherine Vickery Group Home Inc

EIN 58-1891189 • 501(c)3 • Clanton, AL

Profile

The katherine vickery group home, inc. Is committed to providing elderly and handicapped persons with housing facilities and services specially designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness, and usefulness in longer living.

110 Medical Center DriveClanton, AL 35045

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.94x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

2.04x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.0%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-6.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$155,621

Down $8,248 (-5.0%) from 2023

Liabilities

Down

$146,680

Down $17,131 (-10%) from 2023

Net Assets

Up

$8,941

Up $8,883 (+15316%) from 2023

Revenue

Down

$71,793

Down $4,555 (-6.0%) from 2023

Expenses

Down

$62,910

Down $5,674 (-8.3%) from 2023

Net Income

Up

$8,883

Up $1,119 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2011: $181,009Liabilities 2011: $253,304Net Assets 2011: -$72,2952011Assets 2012: $177,093Liabilities 2012: $249,875Net Assets 2012: -$72,7822012Assets 2013: $163,262Liabilities 2013: $238,476Net Assets 2013: -$75,2142013Assets 2014: $160,101Liabilities 2014: $233,416Net Assets 2014: -$73,3152014Assets 2015: $157,757Liabilities 2015: $228,872Net Assets 2015: -$71,1152015Assets 2016: $170,068Liabilities 2016: $241,858Net Assets 2016: -$71,7902016Assets 2017: $151,375Liabilities 2017: $208,719Net Assets 2017: -$57,3442017Assets 2018: $153,980Liabilities 2018: $209,944Net Assets 2018: -$55,9642018Assets 2019: $142,370Liabilities 2019: $180,244Net Assets 2019: -$37,8742019Assets 2020: $141,199Liabilities 2020: $169,013Net Assets 2020: -$27,8142020Assets 2021: $168,458Liabilities 2021: $180,642Net Assets 2021: -$12,1842021Assets 2022: $150,641Liabilities 2022: $158,347Net Assets 2022: -$7,7062022Assets 2023: $163,869Liabilities 2023: $163,811Net Assets 2023: $582023Assets 2024: $155,621Liabilities 2024: $146,680Net Assets 2024: $8,9412024

Highlighted filing

2024

Assets$155,621
Liabilities$146,680
Net Assets$8,941

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KExpenses 2011: $60,7752011Revenue 2012: $62,896Expenses 2012: $63,383Net Income 2012: -$4872012Revenue 2013: $59,611Expenses 2013: $62,043Net Income 2013: -$2,4322013Revenue 2014: $63,979Expenses 2014: $62,080Net Income 2014: $1,8992014Revenue 2015: $67,372Expenses 2015: $65,172Net Income 2015: $2,2002015Revenue 2016: $63,606Expenses 2016: $64,281Net Income 2016: -$6752016Revenue 2017: $68,822Expenses 2017: $54,376Net Income 2017: $14,4462017Revenue 2018: $74,249Expenses 2018: $72,869Net Income 2018: $1,3802018Revenue 2019: $74,563Expenses 2019: $56,473Net Income 2019: $18,0902019Revenue 2020: $63,075Expenses 2020: $53,015Net Income 2020: $10,0602020Revenue 2021: $76,122Expenses 2021: $60,492Net Income 2021: $15,6302021Revenue 2022: $67,973Expenses 2022: $63,495Net Income 2022: $4,4782022Revenue 2023: $76,348Expenses 2023: $68,584Net Income 2023: $7,7642023Revenue 2024: $71,793Expenses 2024: $62,910Net Income 2024: $8,8832024

Highlighted filing

2024

Revenue$71,793
Expenses$62,910
Net Income$8,883

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.47$0.09$0.72$0.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.00$0.76$0.69$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.51$1.58$0.08$0.68$0.63$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.68$1.81$0.12$0.76$0.60$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.41$1.69$0.28$0.63$0.53$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.42$1.80$0.38$0.75$0.56$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.54$2.10$0.56$0.74$0.73$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.51$2.09$0.57$0.69$0.54$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.70$2.42$0.72$0.64$0.64$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.58$2.29$0.71$0.67$0.65$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.60$2.33$0.73$0.64$0.62$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.63$2.38$0.75$0.60$0.62$0.02
2012Summary only. Only limited summary data is available for this year.$1.77$2.50$0.73$0.63$0.63$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$2.53$0.72$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 21, 2025
Return Version
2024v5.2
Gross Receipts
$72,585
Mission and Program Overview

Mission

The katherine vickery group home, inc. Is committed to providing elderly and handicapped persons with housing facilities and services specially designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness, and usefulness in longer living.

Operation of 10 unit multi - family housing unit under hud section 202 housing for the elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$118,124$105,727▼ $12,397
Savings and Temporary Cash Investments$37,453$40,686▲ $3,233
Cash and Non-Interest-Bearing Accounts$2,691$4,346▲ $1,655
Prepaid Expenses and Deferred Charges$1,809$3,764▲ $1,955
Accounts Receivable$2,699$0▼ $2,699
Total Assets$163,869$155,621▼ $8,248
Other Assets Total$1,093$1,098▲ $5
Liabilities
Mortgage Notes Payable Secured by Investment Property$133,277$119,745▼ $13,532
Accounts Payable and Accrued Expenses$29,441$25,837▼ $3,604
Other Liabilities$1,093$1,098▲ $5
Total Liabilities$163,811$146,680▼ $17,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58$8,941▲ $8,883
Total Net Assets Fund Balance$58$8,941▲ $8,883
Total Liabilities and Net Assets / Fund Balance$163,869$155,621▼ $8,248

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$79,610$226,916$306,526
Land$22,575-$22,575
Equipment$3,542$5,210$8,752
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kim RobinsonPresident
Clint CummingsBoard Member
Tommy GlasscockBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$40,590
Program Service Revenue
$31,631
Investment Income
$-428
Other Revenue
$0
All Other Contributions
$40,590
Change in Net Assets
$8,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,910
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
Occupancy$17,456--$17,456
Depreciation Depletion$11,611--$11,611
Interest$10,650--$10,650
Fees for Services Other$6,628--$6,628
Office Expenses$30$6,018-$6,048
Fees for Services Management-$5,039-$5,039
Fees for Services Accounting-$4,731-$4,731
Other Expenses-$447-$447
Insurance$300--$300
Total Functional Expenses$46,675$16,235$0$62,910
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,098
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The mental health board of chilton and shelby counties, inc acts as a managing agent for the properties and oversees all management functions.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the board members and the mental health board of chilton and shelby counties, inc which acts as a managing agent for the properties and oversees all mangement functions. After the board has approved the organization's form 990, the return is filed with the internal revenue service.

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

Compliance with the conflict of interest policy is regularly and consistently monitored and enforced through a management company.

Form 990, Part VI, Section B, Line 15

Currently all board members are unpaid positions. The mental health board of chilton and shelby counties, inc acts as a managing agent for the properties and oversees all management functions. The department of housing and urban development (hud) oversees the project and must approve all rent, salary, and other increases. In addition, the alabama council of community mental health board annual salary survey is provided to management and the board for salary comparison purposes.

Form 990, Part VI, Section C, Line 19

The katherine vickery group home, inc makes all information available upon request. The information can be requested and obtained at the mental health board of chilton and shelby counties, which acts as a managing agent for the project.

Filing and Contact Details

Filer

Filer Name
Katherine Vickery Group Home Inc
EIN
58-1891189
Phone
2057558800
Address
110 MEDICAL CENTER DRIVE, CLANTON, AL 35045

Signing Officer

Name
Brandy Byrd
Title
Finance Director
Phone
2057558800
Signed
2025-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsey Stephenson
Formed
1989
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bmss LLC
Address
1121 RIVERCHASE OFFICE RD, BIRMINGHAM, AL 35244
Preparer
Derrel G Curry CPA
Phone
2059825500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracts: program service expenses 6,628. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,628.

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

Katherine vickery group home, inc. 110 medical center drive clanton, al 35045 employer identification number: 58-1891189 for the year ending december 31, 2024 katherine vickery group home, inc. Is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).

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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/Desc0OPERATES A 10 UNIT MULTI-FAMILY HOUSING UNIT UNDER HUD SECTION 202 HOUSING FOR THE ELDERLY AND HANDICAPPED. THE KATHERINE VICKERY GROUP HOME PROVIDED HOUSING FOR 10 FAMILIES IN 2024.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044723
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0223213
IRS990ScheduleA/TotalSupportAmt0223966
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt079610
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0226916
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0306526
IRS990ScheduleD/EquipmentGrp/BookValueAmt03542
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05210
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08752
IRS990ScheduleD/LandGrp/BookValueAmt022575
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt022575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0105727
IRS990ScheduleD/TotalLiabilityAmt01098
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MENTAL HEALTH BOARD OF CHILTON AND SHELBY COUNTIES, INC ACTS AS A MANAGING AGENT FOR THE PROPERTIES AND OVERSEES ALL MANAGEMENT FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD MEMBERS AND THE MENTAL HEALTH BOARD OF CHILTON AND SHELBY COUNTIES, INC WHICH ACTS AS A MANAGING AGENT FOR THE PROPERTIES AND OVERSEES ALL MANGEMENT FUNCTIONS. AFTER THE BOARD HAS APPROVED THE ORGANIZATION'S FORM 990, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED THROUGH A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CURRENTLY ALL BOARD MEMBERS ARE UNPAID POSITIONS. THE MENTAL HEALTH BOARD OF CHILTON AND SHELBY COUNTIES, INC ACTS AS A MANAGING AGENT FOR THE PROPERTIES AND OVERSEES ALL MANAGEMENT FUNCTIONS. THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) OVERSEES THE PROJECT AND MUST APPROVE ALL RENT, SALARY, AND OTHER INCREASES. IN ADDITION, THE ALABAMA COUNCIL OF COMMUNITY MENTAL HEALTH BOARD ANNUAL SALARY SURVEY IS PROVIDED TO MANAGEMENT AND THE BOARD FOR SALARY COMPARISON PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE KATHERINE VICKERY GROUP HOME, INC MAKES ALL INFORMATION AVAILABLE UPON REQUEST. THE INFORMATION CAN BE REQUESTED AND OBTAINED AT THE MENTAL HEALTH BOARD OF CHILTON AND SHELBY COUNTIES, WHICH ACTS AS A MANAGING AGENT FOR THE PROJECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACTS: PROGRAM SERVICE EXPENSES 6,628. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,628.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7KATHERINE VICKERY GROUP HOME, INC. 110 MEDICAL CENTER DRIVE CLANTON, AL 35045 EMPLOYER IDENTIFICATION NUMBER: 58-1891189 FOR THE YEAR ENDING DECEMBER 31, 2024 KATHERINE VICKERY GROUP HOME, INC. IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
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IRS990/TotalLiabilitiesEOYAmt0146680
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IRS990/TotalLiabilitiesGrp/EOYAmt0146680
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08941
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDY BYRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02057558800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE VICKERY GROUP HOME INC
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0581891189
ReturnHeader/Filer/PhoneNum02057558800
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMSS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 RIVERCHASE OFFICE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059825500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERREL G CURRY CPA
ReturnHeader/ReturnTs02025-07-21T11:03:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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