Civic Intelligence

Kathleen Anderson Comprehensive Work Center Inc (Swop)

990 • Fiscal year 2017 • EIN 59-1897707

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

1095 Belle AvenueCasselberry, FL 32708

(407) 699-4419

Siviq Scores

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

Liabilities / Assets

78th percentile

0.32x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.30x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$34,998

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

83rd percentile

30%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$909,479

Up $209,891 (+30%) from 2016

Net Assets

Up

$617,113

Up $285,284 (+86%) from 2016

Liabilities

Down

$292,366

Down $75,393 (-21%) from 2016

Revenue

Up

$969,702

Up $290,543 (+43%) from 2016

Expenses

Up

$684,418

Up $8,972 (+1.3%) from 2016

Net Income

Up

$285,284

Up $281,571 (+7583%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $800,615Liabilities 2011: $178,578Net Assets 2011: $622,0372011Assets 2012: $791,093Liabilities 2012: $188,375Net Assets 2012: $602,7182012Assets 2013: $710,251Liabilities 2013: $212,898Net Assets 2013: $497,3532013Assets 2014: $779,306Liabilities 2014: $290,965Net Assets 2014: $488,3412014Assets 2015: $716,512Liabilities 2015: $388,396Net Assets 2015: $328,1162015Assets 2016: $699,588Liabilities 2016: $367,759Net Assets 2016: $331,8292016Assets 2017: $909,479Liabilities 2017: $292,366Net Assets 2017: $617,1132017Assets 2018: $1,019,637Liabilities 2018: $293,741Net Assets 2018: $725,8962018Assets 2019: $1,108,415Liabilities 2019: $252,632Net Assets 2019: $855,7832019Assets 2020: $952,094Liabilities 2020: $365,722Net Assets 2020: $586,3722020Assets 2021: $1,019,497Liabilities 2021: $205,177Net Assets 2021: $814,3202021Assets 2022: $1,339,139Liabilities 2022: $226,094Net Assets 2022: $1,113,0452022Assets 2023: $1,562,234Liabilities 2023: $317,643Net Assets 2023: $1,244,5912023Assets 2024: $1,989,673Liabilities 2024: $165,067Net Assets 2024: $1,824,6062024

Highlighted filing

2017

Assets$909,479
Liabilities$292,366
Net Assets$617,113

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $762,055Expenses 2011: $825,470Net Income 2011: -$63,4152011Revenue 2012: $792,120Expenses 2012: $811,434Net Income 2012: -$19,3142012Expenses 2013: $784,0522013Revenue 2014: $691,898Expenses 2014: $700,910Net Income 2014: -$9,0122014Revenue 2015: $606,597Expenses 2015: $766,767Net Income 2015: -$160,1702015Revenue 2016: $679,159Expenses 2016: $675,446Net Income 2016: $3,7132016Revenue 2017: $969,702Expenses 2017: $684,418Net Income 2017: $285,2842017Revenue 2018: $916,460Expenses 2018: $807,677Net Income 2018: $108,7832018Revenue 2019: $1,070,119Expenses 2019: $937,438Net Income 2019: $132,6812019Revenue 2020: $979,690Expenses 2020: $1,000,934Net Income 2020: -$21,2442020Revenue 2021: $1,323,466Expenses 2021: $1,095,518Net Income 2021: $227,9482021Revenue 2022: $1,505,354Expenses 2022: $1,206,629Net Income 2022: $298,7252022Revenue 2023: $1,838,060Expenses 2023: $1,703,450Net Income 2023: $134,6102023Revenue 2024: $2,196,540Expenses 2024: $1,614,316Net Income 2024: $582,2242024

Highlighted filing

2017

Revenue$969,702
Expenses$684,418
Net Income$285,284
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$987,545
Mission and Program Overview

Mission

Inspire of Central Florida trains uniquely-abled individuals in life skills, social skills, and continuing education. Our organization serves individuals with disabilities 18 years and older

Assisting uniquely able adults in Central Florida to live, work and succeed in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$636,372$667,620▲ $31,248
Cash and Non-Interest-Bearing Accounts$17,952$158,775▲ $140,823
Accounts Receivable$19,613$83,084▲ $63,471
Prepaid Expenses and Deferred Charges$25,651--
Total Assets$699,588$909,479▲ $209,891
Liabilities
Unsecured Notes Loans Payable$264,519$259,394▼ $5,125
Accounts Payable and Accrued Expenses$103,240$32,972▼ $70,268
Total Liabilities$367,759$292,366▼ $75,393
Net Assets / Fund Balance
Unrestricted Net Assets$331,829$617,113▲ $285,284
Total Net Assets Fund Balance$331,829$617,113▲ $285,284
Total Liabilities and Net Assets / Fund Balance$699,588$909,479▲ $209,891

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$410,510$941,300$1,351,810
Land$210,000-$210,000
Leasehold Improvements$47,110$1,955$49,065
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie RyanExecutive DirectorFT$34,998$34,998

Board Members and Trustees

NameTitle
John BushDirector, Chairman
John SchoeneDirector, Vice-President
Elise EslingerDirector
Jim BerkoDirector
Kevin NealDirector
Pauala DimperioDirector
Sharon BryanDirector
Steve HallDirector
Susie DolanDirector
Sandy HughesDirector, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$488,222
Program Service Revenue
$476,307
Investment Income
$16
Other Revenue
$5,157
All Other Contributions
$48,327
Change in Net Assets
$285,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$436,149
Other Expenses$248,269
Total Fundraising Expense$7,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$300,020$33,335$0$333,355
Office Expenses$46,571$26,232$216$73,019
Current Officers, Directors, Trustees, and Key Employees$56,000$10,500$3,500$70,000
Occupancy$37,944$4,464$2,232$44,640
Insurance$37,089$1,570$0$38,659
Depreciation Depletion$30,007$6,289$0$36,296
Payroll Taxes$22,906$2,820$225$25,951
Other Employee Benefits$6,040$744$59$6,843
Travel$5,050$1,572$0$6,622
Fees for Services Other$2,960$0$0$2,960
Conferences and Meetings$1,663$74$0$1,737
Advertising$193$345$864$1,402
Other Expenses$1,047$0$0$1,047
Total Functional Expenses$589,377$87,945$7,096$684,418
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,925
Fundraising Direct Expenses$17,843
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$40,811-$6,010-
Golf$62,056$17,925$11,833$6,092
Total Events$102,867$17,925$17,843$82
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Kathleen Anderson Comprehensive Work Center Inc
EIN
59-1897707
Phone
4076994419
Address
1095 BELLE AVENUE, CASSELBERRY, FL 32708

Signing Officer

Name
Stephanie Ryan
Title
Executive Director
Phone
4076994419
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
102
Volunteers
20

Preparer

Firm
Care Accounting Services
Address
633 Buckminister Circle, Orlando, FL 32803-6601
Preparer
Carrie Schulz
Phone
4079102556
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The board of directors reviews the 990 before filing

Pt VI, Line 15A

Compensation process for director and assistant director is reviwed by board of directors

Pt VI, Line 19

Governing documents disclosure and explanation are made available upon request

Pt VI, Line 12C

Board of directors are required to disclose annually any conflict of interest issue

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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/Desc0INSPIRE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT SERVICES
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0116992
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1359315
IRS990/ProgSrvcAccomActy2Grp/Desc0DEVELOPMENTAL DISABILITY TRAINING PROGRAM- OPERATION OF A SHELTERED WORKSHOP PROGRAM TO TRAIN AND EMPLY APPROXIMATELY 150 ADULTS WITH DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0405312
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0476307
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0452328
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0221296
IRS990/PYProgramServiceRevenueAmt0226831
IRS990/PYRevenuesLessExpensesAmt03713
IRS990/PYSalariesCompEmpBnftPaidAmt0454150
IRS990/PYTotalExpensesAmt0675446
IRS990/PYTotalRevenueAmt0679159
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0285284
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0471336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0452328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0444356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0705231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0453777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02527028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0476307
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99800
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02561265
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt034237
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt034237
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0471336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0452328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0444356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0705231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0488014
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02561265
IRS990ScheduleA/TotalSupportAmt02566422
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt05157
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt05157
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0410510
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0941300
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01351810
IRS990ScheduleD/LandGrp/BookValueAmt0210000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0210000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047110
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01955
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt049065
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0667620
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt084942
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt044131
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt040811
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017843
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0102867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt082
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017843
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011833
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION PROCESS FOR DIRECTOR AND ASSISTANT DIRECTOR IS REVIWED BY BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE AND EXPLANATION ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICT OF INTEREST ISSUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0699588
IRS990/TotalAssetsEOYAmt0909479
IRS990/TotalAssetsGrp/BOYAmt0699588
IRS990/TotalAssetsGrp/EOYAmt0909479
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0488222
IRS990/TotalEmployeeCnt0102
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07096
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087945
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0589377
IRS990/TotalFunctionalExpensesGrp/TotalAmt0684418
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0367759
IRS990/TotalLiabilitiesEOYAmt0292366
IRS990/TotalLiabilitiesGrp/BOYAmt0367759
IRS990/TotalLiabilitiesGrp/EOYAmt0292366
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0331829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0617113
IRS990/TotalProgramServiceExpensesAmt0589377
IRS990/TotalProgramServiceRevenueAmt0476307
IRS990/TotalReportableCompFromOrgAmt034998
IRS990/TotalRevenueGrp/ExclusionAmt05173
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0476307
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0969702
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0699588
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0909479
IRS990/TransactionWithControlEntInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.17$1.82$2.20$1.61$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.32$1.24$1.84$1.70$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.23$1.11$1.51$1.21$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.21$0.81$1.32$1.10$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.37$0.59$0.98$1.00$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.25$0.86$1.07$0.94$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.29$0.73$0.92$0.81$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.29$0.62$0.97$0.68$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.37$0.33$0.68$0.68$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.39$0.33$0.61$0.77$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.29$0.49$0.69$0.70$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.21$0.50$0.78
2012Summary only. Only limited summary data is available for this year.$0.79$0.19$0.60$0.79$0.81$0.02
2011Summary only. Only limited summary data is available for this year.$0.80$0.18$0.62$0.76$0.83$0.06