Civic Intelligence

Monroe Association for Retarded Citizens Inc.

990 • Fiscal year 2023 • EIN 59-1031546

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 09, 2024

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

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.10x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

35th percentile

-1.0%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$120,326

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

5th percentile

-19%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$3,877,550

Down $883,703 (-19%) from 2022

Net Assets

Down

$3,484,416

Down $21,984 (-0.6%) from 2022

Liabilities

Down

$393,134

Down $861,719 (-69%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin35th percentile

Revenue

Up

$3,890,137

Up $578,448 (+17%) from 2022

Expenses

Up

$3,929,751

Up $302,738 (+8.3%) from 2022

Net Income

Up

-$39,614

Up $275,710 (+87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2023

Assets$3,877,550
Liabilities$393,134
Net Assets$3,484,416
Open 2023 Filing

Operations Trend

Revenue Growth67th 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

2023

Revenue$3,890,137
Expenses$3,929,751
Net Income-$39,614
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 9, 2024
Return Version
2022v5.0
Gross Receipts
$5,009,678
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$1,345,171$1,167,347▼ $177,824
Savings and Temporary Cash Investments$1,729,406$979,144▼ $750,262
Pledges and Grants Receivable$798,580$772,850▼ $25,730
Investments in Publicly Traded Securities$493,125$518,141▲ $25,016
Accounts Receivable$220,379$238,197▲ $17,818
Inventories for Sale or Use$79,524$110,209▲ $30,685
Cash and Non-Interest-Bearing Accounts$81,836$78,639▼ $3,197
Prepaid Expenses and Deferred Charges$11,290$11,248▼ $42
Intangible Assets$744$577▼ $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$4,761,253$3,877,550▼ $883,703
Other Assets Total$1,198$1,198→ $0
Liabilities
Accounts Payable and Accrued Expenses$299,409$295,212▼ $4,197
Mortgage Notes Payable Secured by Investment Property$89,013$70,550▼ $18,463
Deferred Revenue$866,431$27,372▼ $839,059
Total Liabilities$1,254,853$393,134▼ $861,719
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,785,869$2,783,597▼ $2,272
Net Assets With Donor Restrictions$720,531$700,819▼ $19,712
Total Net Assets Fund Balance$3,506,400$3,484,416▼ $21,984
Total Liabilities and Net Assets / Fund Balance$4,761,253$3,877,550▼ $883,703

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$764,968$459,226$1,224,194
Equipment$179,256$872,915$1,052,171
Buildings$146,848$553,402$700,250
Other Land Buildings$15,475$54,206$69,681
Land$60,800-$60,800
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diana FlenardExecutive DirectorFT$120,326$120,326

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,764,845
Program Service Revenue
$1,962,350
Investment Income
$32,622
Other Revenue
$130,320
All Other Contributions
$253,916
Change in Net Assets
$-39,614

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$89,369
Total Noncash Contributions$89,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,890,137
Revenue Not Reported on Form 990
$42,916
Total Revenue per Audited Statements
$3,933,053
Total Revenue per Form 990
$3,890,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,842,555
Other Expenses$1,087,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,093,520$320,901-$2,414,421
Payroll Taxes$173,680$26,730-$200,410
Depreciation Depletion$139,153$60,017-$199,170
Insurance$144,898$17,396-$162,294
Occupancy$105,757$30,647-$136,404
Current Officers, Directors, Trustees, and Key Employees$96,260$24,065-$120,325
Other Employee Benefits$85,802$21,597-$107,399
All Other Expenses$66,923$34,457-$101,380
Other Expenses$78,162$2,916-$78,162
Travel$35,047$1,817-$36,864
Office Expenses$10,238$12,100-$22,338
Advertising$1,842$4,872-$6,714
Interest$4,049--$4,049
Total Functional Expenses$3,339,582$590,169$0$3,929,751

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,955,037
Expenses per Audited Statements$3,929,751
Total Expenses per Form 990$3,929,751
Expenses Not Reported on Form 990$25,286
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$159,891
Fundraising Direct Expenses$37,709
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$159,891$159,891$37,709$122,182
Total Events$159,891$159,891$37,709$122,182
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, Section B, Line 11B

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

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

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

Form 990, Part VI, Section B, Line 15A

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

Form 990, Part VI, Section B, Line 15B

“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, Section C, Line 19

“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
2024-02-09
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
86
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 2C

“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, 2023 and 2022. The federal income tax returns for the tax years ended June 30, 2023, 2022, 2021 and 2020 are subject to examination by the taxing authority.”

Raw XML AppendixShowing 400 of 586 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0299409
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0295212
IRS990/AccountsReceivableGrp/BOYAmt0220379
IRS990/AccountsReceivableGrp/EOYAmt0238197
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04872
IRS990/AdvertisingGrp/ProgramServicesAmt01842
IRS990/AdvertisingGrp/TotalAmt06714
IRS990/AllOtherContributionsAmt0253916
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt034457
IRS990/AllOtherExpensesGrp/ProgramServicesAmt066923
IRS990/AllOtherExpensesGrp/TotalAmt0101380
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Davida Hardy
IRS990/BooksInCareOfDetail/PhoneNum03052949526
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01401 Seminary Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0KEY WEST
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033040
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt081836
IRS990/CashNonInterestBearingGrp/EOYAmt078639
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt024065
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt096260
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0120325
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0939697
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01764845
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt032622
IRS990/CYOtherExpensesAmt01087196
IRS990/CYOtherRevenueAmt0130320
IRS990/CYProgramServiceRevenueAmt01962350
IRS990/CYRevenuesLessExpensesAmt0-39614
IRS990/CYSalariesCompEmpBnftPaidAmt02842555
IRS990/CYTotalExpensesAmt03929751
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03890137
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt0866431
IRS990/DeferredRevenueGrp/EOYAmt027372
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt060017
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0139153
IRS990/DepreciationDepletionGrp/TotalAmt0199170
IRS990/Desc0VOCATIONAL TRAINING IN HORTICULTURE & CARPENTRY AND EDUCATIONAL TRAINING & THERAPY SUCH AS READING, WRITING AND LIFE SKILLS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0720531
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0700819
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt086
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03043299
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FederatedCampaignsAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Diana Flenard
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANE SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN ZUELCH
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN HAM
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY VANDEN BROOK
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM CUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPHER SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHNNA SLEITH
IRS990/Form990PartVIISectionAGrp/PersonNm9DIANE MILOSNICKI
IRS990/Form990PartVIISectionAGrp/PersonNm10SHERRY READ
IRS990/Form990PartVIISectionAGrp/PersonNm11DIANNE RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD FOWLER
IRS990/Form990PartVIISectionAGrp/PersonNm13LISA ROESER
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL MARRERO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0120326
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt037709
IRS990/FundraisingGrossIncomeAmt0159891
IRS990/GainOrLossGrp/OtherAmt018922
IRS990/GainOrLossGrp/SecuritiesAmt0-10435
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt01507429
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt018922
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0131700
IRS990/GrossReceiptsAmt05009678
IRS990/GrossSalesOfInventoryAmt0944443
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt017396
IRS990/InsuranceGrp/ProgramServicesAmt0144898
IRS990/InsuranceGrp/TotalAmt0162294
IRS990/IntangibleAssetsGrp/BOYAmt0744
IRS990/IntangibleAssetsGrp/EOYAmt0577
IRS990/InterestGrp/ProgramServicesAmt04049
IRS990/InterestGrp/TotalAmt04049
IRS990/InventoriesForSaleOrUseGrp/BOYAmt079524
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0110209
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt024135
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024135
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0493125
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0518141
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01939749
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01345171
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01167347
IRS990/LandBldgEquipCostOrOtherBssAmt03107096
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0142135
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt089013
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt070550
IRS990/NetAssetsOrFundBalancesBOYAmt03506400
IRS990/NetAssetsOrFundBalancesEOYAmt03484416
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08487
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08487
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0122182
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0122182
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04746
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04746
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017630
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02785869
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02783597
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt089369
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt030647
IRS990/OccupancyGrp/ProgramServicesAmt0105757
IRS990/OccupancyGrp/TotalAmt0136404
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012100
IRS990/OfficeExpensesGrp/ProgramServicesAmt010238
IRS990/OfficeExpensesGrp/TotalAmt022338
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01198
IRS990/OtherAssetsTotalGrp/EOYAmt01198
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021597
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0107399
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3VEHICLES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22916
IRS990/OtherExpensesGrp/ProgramServicesAmt0118562
IRS990/OtherExpensesGrp/ProgramServicesAmt195972
IRS990/OtherExpensesGrp/ProgramServicesAmt289717
IRS990/OtherExpensesGrp/ProgramServicesAmt378162
IRS990/OtherExpensesGrp/TotalAmt0131437
IRS990/OtherExpensesGrp/TotalAmt1115751
IRS990/OtherExpensesGrp/TotalAmt292633
IRS990/OtherExpensesGrp/TotalAmt378162
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03392
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03392
IRS990/OtherRevenueTotalAmt03392
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0320901
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02093520
IRS990/OtherSalariesAndWagesGrp/TotalAmt02414421
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026730
IRS990/PayrollTaxesGrp/ProgramServicesAmt0173680
IRS990/PayrollTaxesGrp/TotalAmt0200410
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0798580
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0772850
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011290
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011248
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEDICAID WAIVER
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01793519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1168831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01793519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1168831
IRS990/ProgSrvcAccomActy2Grp/Desc0LONG TERM RESIDENTIAL CARE - MEN AND WOMEN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0296283
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0882950
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012277
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01020069
IRS990/PYOtherRevenueAmt0586219
IRS990/PYProgramServiceRevenueAmt01830243
IRS990/PYRevenuesLessExpensesAmt0-315324
IRS990/PYSalariesCompEmpBnftPaidAmt02606944
IRS990/PYTotalExpensesAmt03627013
IRS990/PYTotalRevenueAmt03311689
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-39614
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01729406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0979144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01764845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01344150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01297160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01350867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01311553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07068575

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,877,550
Liabilities
$393,134
Net assets
$3,484,416
Revenue
$3,890,137
Expenses
$3,929,751
Net income
-$39,614
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