Civic Intelligence

Monroe Association for Retarded Citizens Inc.

990 • Fiscal year 2017 • EIN 59-1031546

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 08, 2018

Organization Profilewww.marchouse.org
P O Box 428Key West, FL 33041

(305) 294-9526

Siviq Scores

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

Liabilities / Assets

54th percentile

0.12x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.14x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

59th percentile

6.5%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$83,014

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-3.2%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$3,857,347

Up $104,648 (+2.8%) from 2016

Net Assets

Up

$3,396,009

Up $223,803 (+7.1%) from 2016

Liabilities

Down

$461,338

Down $119,155 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Down

$3,229,231

Down $106,875 (-3.2%) from 2016

Expenses

Up

$3,019,721

Up $124,211 (+4.3%) from 2016

Net Income

Down

$209,510

Down $231,086 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,652,476Liabilities 2010: $700,882Net Assets 2010: $2,951,5942010Assets 2011: $3,734,104Liabilities 2011: $730,756Net Assets 2011: $3,003,3482011Assets 2012: $3,496,847Liabilities 2012: $751,192Net Assets 2012: $2,745,6552012Assets 2013: $3,647,942Liabilities 2013: $679,653Net Assets 2013: $2,968,2892013Assets 2014: $3,588,348Liabilities 2014: $675,958Net Assets 2014: $2,912,3902014Assets 2015: $3,355,266Liabilities 2015: $622,146Net Assets 2015: $2,733,1202015Assets 2016: $3,752,699Liabilities 2016: $580,493Net Assets 2016: $3,172,2062016Assets 2017: $3,857,347Liabilities 2017: $461,338Net Assets 2017: $3,396,0092017Assets 2018: $4,009,409Liabilities 2018: $358,393Net Assets 2018: $3,651,0162018Assets 2019: $4,288,504Liabilities 2019: $356,864Net Assets 2019: $3,931,6402019Assets 2020: $4,763,543Liabilities 2020: $852,867Net Assets 2020: $3,910,6762020Assets 2021: $4,762,486Liabilities 2021: $868,233Net Assets 2021: $3,894,2532021Assets 2022: $4,761,253Liabilities 2022: $1,254,853Net Assets 2022: $3,506,4002022Assets 2023: $3,877,550Liabilities 2023: $393,134Net Assets 2023: $3,484,4162023Assets 2024: $4,387,193Liabilities 2024: $634,448Net Assets 2024: $3,752,7452024

Highlighted filing

2017

Assets$3,857,347
Liabilities$461,338
Net Assets$3,396,009
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,005,2532010Revenue 2011: $3,155,592Expenses 2011: $3,116,925Net Income 2011: $38,6672011Expenses 2012: $3,208,4842012Expenses 2013: $2,912,2242013Revenue 2014: $2,820,638Expenses 2014: $2,895,698Net Income 2014: -$75,0602014Revenue 2015: $2,716,013Expenses 2015: $2,891,691Net Income 2015: -$175,6782015Revenue 2016: $3,336,106Expenses 2016: $2,895,510Net Income 2016: $440,5962016Revenue 2017: $3,229,231Expenses 2017: $3,019,721Net Income 2017: $209,5102017Revenue 2018: $3,298,852Expenses 2018: $3,049,692Net Income 2018: $249,1602018Revenue 2019: $3,658,738Expenses 2019: $3,391,444Net Income 2019: $267,2942019Revenue 2020: $3,482,192Expenses 2020: $3,505,570Net Income 2020: -$23,3782020Revenue 2021: $3,319,078Expenses 2021: $3,376,618Net Income 2021: -$57,5402021Revenue 2022: $3,311,689Expenses 2022: $3,627,013Net Income 2022: -$315,3242022Revenue 2023: $3,890,137Expenses 2023: $3,929,751Net Income 2023: -$39,6142023Revenue 2024: $3,323,708Expenses 2024: $3,556,379Net Income 2024: -$232,6712024

Highlighted filing

2017

Revenue$3,229,231
Expenses$3,019,721
Net Income$209,510
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 8, 2018
Return Version
2016v3.0
Gross Receipts
$4,368,697
Mission and Program Overview

Mission

To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,406,482$1,386,127▼ $20,355
Savings and Temporary Cash Investments$917,938$867,928▼ $50,010
Pledges and Grants Receivable$842,262$863,197▲ $20,935
Investments in Publicly Traded Securities$288,892$322,692▲ $33,800
Accounts Receivable$159,712$278,095▲ $118,383
Inventories for Sale or Use$97,724$71,616▼ $26,108
Cash and Non-Interest-Bearing Accounts$20,844$58,802▲ $37,958
Prepaid Expenses and Deferred Charges$8,400$6,113▼ $2,287
Intangible Assets$1,746$1,579▼ $167
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$3,752,699$3,857,347▲ $104,648
Other Assets Total$8,699$1,198▼ $7,501
Liabilities
Accounts Payable and Accrued Expenses$283,305$243,087▼ $40,218
Mortgage Notes Payable Secured by Investment Property$267,344$211,149▼ $56,195
Deferred Revenue$29,844$7,102▼ $22,742
Total Liabilities$580,493$461,338▼ $119,155
Net Assets / Fund Balance
Unrestricted Net Assets$2,376,631$2,624,587▲ $247,956
Temporarily Rstr Net Assets$795,575$771,422▼ $24,153
Total Net Assets Fund Balance$3,172,206$3,396,009▲ $223,803
Total Liabilities and Net Assets / Fund Balance$3,752,699$3,857,347▲ $104,648

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$916,633$259,157$1,175,790
Equipment$169,667$544,028$713,695
Buildings$236,445$451,329$687,774
Other Land Buildings$2,582$61,952$64,534
Land$60,800-$60,800
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diana FlenardExecutive DirectorFT$83,014$83,014

Board Members and Trustees

NameTitle
Mary Vanden BrookPresident
Jim RemingtonVice President
Diane SchmidtDirector
Douglas HarrisonDirector
Jo SochaDirector
Lee Ann HolroydDirector
Mark StantonDirector
Mike ForsterDirector
Peter SweetDirector
Richard RamsayDirector
Susan HarrisonDirector
Richard FowlerSecretary
Kevin ZuelchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$849,006
Program Service Revenue
$2,061,351
Investment Income
$11,597
Other Revenue
$307,277
All Other Contributions
$233,711
Change in Net Assets
$209,510

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$70,581
Other Non Cash Contri Table$417
Total Noncash Contributions$70,998

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,229,231
Revenue Not Reported on Form 990
$37,978
Total Revenue per Audited Statements
$3,267,209
Total Revenue per Form 990
$3,229,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,319,506
Other Expenses$700,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,808,576$208,163-$2,016,739
Payroll Taxes$155,064$18,338-$173,402
Depreciation Depletion$89,331$38,496-$127,827
Occupancy$108,713$4,341-$113,054
All Other Expenses$63,255$22,016-$85,271
Current Officers, Directors, Trustees, and Key Employees$66,411$16,603-$83,014
Insurance$66,944$2,349-$69,293
Other Employee Benefits$8,267$38,084-$46,351
Travel$32,989$17-$33,006
Other Expenses$32,866$7,353-$32,866
Office Expenses$12,706$18,626-$31,332
Interest$8,839--$8,839
Advertising$8,528$56-$8,584
Total Functional Expenses$2,638,625$381,096$0$3,019,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,043,406
Expenses per Audited Statements$3,019,721
Total Expenses per Form 990$3,019,721
Expenses Not Reported on Form 990$23,685
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$420,359
Fundraising Direct Expenses$124,559
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Plant Store & UK Bazaar Fundraising Sale$218,416$218,416$60,836$157,580
Other Events$161,065$161,065$56,037$105,028
Total Events$420,359$420,359$124,559$295,800
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Douglas harrison and susan harrison are husband and wife and both are board members.lee ann holroyd and jo socha both and sheriff richard ramsey work for the monroe county sheriff's office and all three are board members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Executive Director and the board Treasurer review the Form 990 before it is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members are annually required to sign a Form disclosing any conflicts or potential conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Full board reviews the compensation of the Executive Director and approves any changes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Personnel Committee reviews, does comparisons and recommends salaries of Executive Director and Key Employees. There are written minutes of the Personnel Committee meetings. Board of Directors approves the Personnel Committee recommendations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies & financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
Monroe Association for Retarded
EIN
59-1031546
Phone
3052949526
Address
P O BOX 428, KEY WEST, FL 33041

Signing Officer

Name
Diana Flenard
Title
Executive Director
Signed
2018-03-08
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
8
Employees
103
Volunteers
300

Preparer

Firm
Oropeza & Parks CPAs
Address
815 Peacock Plz, Key West, FL 33040
Preparer
James H Hill Jr CPA
Phone
3052941049
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Entire board approves the auditor and the Executive Director and the Business Manager are the liasons between the board and the auditors. The Audit Report is presented to the Full Board by the auditor and the Full Board approves the audit report before it is issued in final form.”

Financial Statement Notes

Part X : FIN48 Footnote

“Monroe Association for Retarded Citizens, Inc. has no excise or unrelated business income taxes in the twelve months ended June 30, 2017 and 2016. The federal income tax returns for the tax years ended June 30, 2017, 2016 and 2015 are subject to examination by the taxing authority.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
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IRS990/MissionDesc0To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt01198
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038084
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08267
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0155064
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,857,347
Liabilities
$461,338
Net assets
$3,396,009
Revenue
$3,229,231
Expenses
$3,019,721
Net income
$209,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.63$3.75$3.32$3.56$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.39$3.48$3.89$3.93$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.76$1.25$3.51$3.31$3.63$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.87$3.89$3.32$3.38$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.85$3.91$3.48$3.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.36$3.93$3.66$3.39$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.36$3.65$3.30$3.05$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.46$3.40$3.23$3.02$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.58$3.17$3.34$2.90$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.62$2.73$2.72$2.89$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.68$2.91$2.82$2.90$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.68$2.97$2.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.75$2.75$3.21
2011Summary only. Only limited summary data is available for this year.$3.73$0.73$3.00$3.16$3.12$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.70$2.95$3.01