Civic Intelligence

Monroe Association for Retarded Citizens Inc.

990 • Fiscal year 2022 • EIN 59-1031546

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 08, 2023

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

73rd percentile

0.26x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.38x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

21st percentile

-9.5%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

75th percentile

$116,160

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-0.2%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$4,761,253

Down $1,233 (-0.0%) from 2021

Net Assets

Down

$3,506,400

Down $387,853 (-10.0%) from 2021

Liabilities

Up

$1,254,853

Up $386,620 (+45%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin21st percentile

Revenue

Down

$3,311,689

Down $7,389 (-0.2%) from 2021

Expenses

Up

$3,627,013

Up $250,395 (+7.4%) from 2021

Net Income

Down

-$315,324

Down $257,784 (-448%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$4,761,253
Liabilities$1,254,853
Net Assets$3,506,400
Open 2022 Filing

Operations Trend

Revenue Growth39th 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

2022

Revenue$3,311,689
Expenses$3,627,013
Net Income-$315,324
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 8, 2023
Return Version
2021v4.1
Gross Receipts
$4,387,623
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
Savings and Temporary Cash Investments$1,651,470$1,729,406▲ $77,936
Land, Buildings, and Equipment, Net$1,432,846$1,345,171▼ $87,675
Pledges and Grants Receivable$745,637$798,580▲ $52,943
Investments in Publicly Traded Securities$546,938$493,125▼ $53,813
Accounts Receivable$234,846$220,379▼ $14,467
Cash and Non-Interest-Bearing Accounts$54,606$81,836▲ $27,230
Inventories for Sale or Use$83,384$79,524▼ $3,860
Prepaid Expenses and Deferred Charges$10,650$11,290▲ $640
Intangible Assets$911$744▼ $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$4,762,486$4,761,253▼ $1,233
Other Assets Total$1,198$1,198→ $0
Liabilities
Deferred Revenue$18,086$866,431▲ $848,345
Accounts Payable and Accrued Expenses$282,373$299,409▲ $17,036
Mortgage Notes Payable Secured by Investment Property$567,774$89,013▼ $478,761
Total Liabilities$868,233$1,254,853▲ $386,620
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,157,754$2,788,185▼ $369,569
Net Assets With Donor Restrictions$736,499$718,215▼ $18,284
Total Net Assets Fund Balance$3,894,253$3,506,400▼ $387,853
Total Liabilities and Net Assets / Fund Balance$4,762,486$4,761,253▼ $1,233

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$305,628$946,192$1,251,820
Leasehold Improvements$802,963$418,778$1,221,741
Buildings$152,866$536,158$689,024
Other Land Buildings$22,914$46,767$69,681
Land$60,800-$60,800
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diana FlenardExecutive DirectorFT$116,160$116,160

Board Members and Trustees

NameTitle
Mary Vanden BrookPresident
Mark StantonVice President
Christopher SchultzDirector
Diane MilosnickiDirector
Diane SchmidtDirector
Johnna SleithDirector
Lisa RoeserDirector
Lou FerrisDirector
Michael MarreroDirector
Richard FowlerDirector
Sherry ReadDirector
William CundyDirector
Susan HamSecretary
Kevin ZuelchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$882,950
Program Service Revenue
$1,830,243
Investment Income
$12,277
Other Revenue
$586,219
All Other Contributions
$227,355
Change in Net Assets
$-315,324

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$73,475
Total Noncash Contributions$73,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,311,689
Revenue Not Reported on Form 990
$-52,863
Total Revenue per Audited Statements
$3,258,826
Total Revenue per Form 990
$3,311,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,606,944
Other Expenses$1,020,069
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,919,037$263,436-$2,182,473
Payroll Taxes$195,319$27,208-$222,527
Depreciation Depletion$138,338$58,958-$197,296
Insurance$146,832$16,016-$162,848
Occupancy$119,149$5,270-$124,419
Current Officers, Directors, Trustees, and Key Employees$92,928$23,232-$116,160
Other Employee Benefits$73,599$12,185-$85,784
All Other Expenses$66,478$18,531-$85,009
Other Expenses$41,486$7,034-$48,520
Travel$38,531$606-$39,137
Office Expenses$15,853$22,383-$38,236
Advertising$12,086$2,787-$14,873
Interest$4,950--$4,950
Total Functional Expenses$3,144,601$482,412$0$3,627,013

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,646,679
Expenses per Audited Statements$3,627,013
Total Expenses per Form 990$3,627,013
Expenses Not Reported on Form 990$19,666
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$133,089
Fundraising Direct Expenses$39,822
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$133,089$133,089$39,822$93,267
Total Events$133,089$133,089$39,822$93,267
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
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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
2023-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
88
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. The Executive Director and the Business Manager are the liaisons 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, 2021 and 2020. The federal income tax returns for the tax years ended June 30, 2022, 2021, 2020 and 2019 are subject to examination by the taxing authority.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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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/OccupancyGrp/TotalAmt0124419
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IRS990/OfficeExpensesGrp/ProgramServicesAmt015853
IRS990/OfficeExpensesGrp/TotalAmt038236
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01198
IRS990/OtherAssetsTotalGrp/EOYAmt01198
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012185
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt073599
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085784
IRS990/OtherExpensesGrp/Desc0CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TELEPHONE, CABLE & INTERNET
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27034
IRS990/OtherExpensesGrp/ProgramServicesAmt097021
IRS990/OtherExpensesGrp/ProgramServicesAmt1108226
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1461200
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01919037
IRS990/OtherSalariesAndWagesGrp/TotalAmt02182473
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11616308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2210249
IRS990/ProgSrvcAccomActy2Grp/Desc0LONG TERM RESIDENTIAL CARE - MEN AND WOMEN.
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IRS990/PYOtherRevenueAmt0638375
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IRS990/PYTotalRevenueAmt03319078
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,761,253
Liabilities
$1,254,853
Net assets
$3,506,400
Revenue
$3,311,689
Expenses
$3,627,013
Net income
-$315,324
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