Civic Intelligence

Katherine Vickery Group Home Inc.

990 • Fiscal year 2017 • EIN 58-1891189

Jan 01, 2017 to Dec 31, 2017 • Filed on May 18, 2018

110 Medical Center DriveClanton, AL 35045

(205) 755-8800

Siviq Scores

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

Liabilities / Assets

96th percentile

1.38x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

3.03x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$151,375

Down $18,693 (-11%) from 2016

Net Assets

Up

-$57,344

Up $14,446 (+20%) from 2016

Liabilities

Down

$208,719

Down $33,139 (-14%) from 2016

Revenue

Up

$68,822

Up $5,216 (+8.2%) from 2016

Expenses

Down

$54,376

Down $9,905 (-15%) from 2016

Net Income

Up

$14,446

Up $15,121 (+2240%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$151,375
Liabilities$208,719
Net Assets-$57,344

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$68,822
Expenses$54,376
Net Income$14,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 18, 2018
Return Version
2017v2.2
Gross Receipts
$68,822
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$133,284$129,274▼ $4,010
Savings and Temporary Cash Investments$23,214$19,321▼ $3,893
Prepaid Expenses and Deferred Charges$0$1,128▲ $1,128
Cash and Non-Interest-Bearing Accounts$4,286$486▼ $3,800
Accounts Receivable$6,577$83▼ $6,494
Total Assets$170,068$151,375▼ $18,693
Other Assets Total$2,707$1,083▼ $1,624
Liabilities
Mortgage Notes Payable Secured by Investment Property$202,066$194,522▼ $7,544
Accounts Payable and Accrued Expenses$37,085$13,114▼ $23,971
Other Liabilities$2,707$1,083▼ $1,624
Total Liabilities$241,858$208,719▼ $33,139
Net Assets / Fund Balance
Unrestricted Net Assets$-71,790$-57,344▲ $14,446
Total Net Assets Fund Balance$-71,790$-57,344▲ $14,446
Total Liabilities and Net Assets / Fund Balance$170,068$151,375▼ $18,693

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$103,074$176,094$279,168
Land$22,575-$22,575
Equipment$3,625$1,573$5,198
Compensation and Service Providers

Board Members and Trustees

NameTitle
Oj CarsonPresident
Tom BrownVice President
Larry MahaffeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,009
Program Service Revenue
$25,807
Investment Income
$6
Other Revenue
$0
Change in Net Assets
$14,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,376
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$19,098$564-$19,662
Interest$15,227--$15,227
Depreciation Depletion$7,760--$7,760
Fees for Services Accounting-$5,830-$5,830
Fees for Services Management-$3,810-$3,810
Insurance$1,370--$1,370
Other Expenses$493$0-$493
Office Expenses-$224-$224
Total Functional Expenses$43,948$10,428$0$54,376
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$1,083
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
Kathryn Crouthers
Title
Interim Executive Director
Phone
2057558800
Signed
2018-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Crouthers
Formed
1989
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Barfield Murphy Shank & Smith LLC
Address
1121 RIVERCHASE OFFICE RD, BIRMINGHAM, AL 35244
Preparer
Patrick W Bowman
Phone
2059825500
Supplemental Narrative

Additional Explanations

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, 2017 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 14 INDIVIDUALS IN 2017.
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IRS990/MissionDesc0THE 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.
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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/ExplanationTxt6KATHERINE VICKERY GROUP HOME, INC. 110 MEDICAL CENTER DRIVE CLANTON, AL 35045 EMPLOYER IDENTIFICATION NUMBER: 58-1891189 FOR THE YEAR ENDING DECEMBER 31, 2017 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/FormAndLineReferenceDesc6SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0170068
IRS990/TotalAssetsEOYAmt0151375
IRS990/TotalAssetsGrp/BOYAmt0170068
IRS990/TotalAssetsGrp/EOYAmt0151375
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt043009
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043948
IRS990/TotalFunctionalExpensesGrp/TotalAmt054376
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-71790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-57344
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt043948
IRS990/TotalProgramServiceRevenueAmt025807
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025807
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170068
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0151375
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-71790
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-57344
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0110 MEDICAL CENTER DRIVE
IRS990/USAddress/CityNm0CLANTON
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035045
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN CROUTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02057558800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE VICKERY GROUP HOME INC
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0581891189
ReturnHeader/Filer/PhoneNum02057558800
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 MEDICAL CENTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035045
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA7083B40C4905F666C8A3896DDC4350EAFC4E40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.254.230.2
ReturnHeader/FilingSecurityInformation/IPDt02018-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:09:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARFIELD MURPHY SHANK & SMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 RIVERCHASE OFFICE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059825500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK W BOWMAN
ReturnHeader/ReturnTs02018-10-15T18:10:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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