Civic Intelligence

Habilitation Management Services Inc

990 • Fiscal year 2013 • EIN 59-2824952

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

Organization ProfileN/A

View Organization Page

1831 Fiddler CourtTallahassee, FL 32308

(850) 877-4393

Siviq Scores

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

Liabilities / Assets

50th percentile

0.04x

Higher debt load relative to assets than 50% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Net Margin

27th percentile

-4.8%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

93rd percentile

$100,500

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$590,844

Down $28,856 (-4.7%) from 2012

Net Assets

Down

$568,092

Down $36,360 (-6.0%) from 2012

Liabilities

Up

$22,752

Up $7,504 (+49%) from 2012

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin27th percentile

Revenue

$763,441

No earlier filing loaded for comparison.

Expenses

Down

$799,801

Down $24,566 (-3.0%) from 2012

Net Income

-$36,360

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $772,838Liabilities 2010: $14,617Net Assets 2010: $758,2212010Assets 2011: $671,116Liabilities 2011: $10,851Net Assets 2011: $660,2652011Assets 2012: $619,700Liabilities 2012: $15,248Net Assets 2012: $604,4522012Assets 2013: $590,844Liabilities 2013: $22,752Net Assets 2013: $568,0922013Assets 2014: $580,602Liabilities 2014: $33,688Net Assets 2014: $546,9142014Assets 2015: $603,088Liabilities 2015: $24,698Net Assets 2015: $578,3902015Assets 2016: $686,330Liabilities 2016: $41,644Net Assets 2016: $644,6862016Assets 2017: $732,464Liabilities 2017: $63,103Net Assets 2017: $669,3612017Assets 2018: $685,797Liabilities 2018: $64,617Net Assets 2018: $621,1802018Assets 2019: $609,830Liabilities 2019: $76,530Net Assets 2019: $533,3002019Assets 2020: $458,757Liabilities 2020: $54,938Net Assets 2020: $403,8192020Assets 2021: $310,157Liabilities 2021: $63,602Net Assets 2021: $246,5552021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$590,844
Liabilities$22,752
Net Assets$568,092
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $888,0242010Expenses 2011: $872,4842011Expenses 2012: $824,3672012Revenue 2013: $763,441Expenses 2013: $799,801Net Income 2013: -$36,3602013Revenue 2014: $751,567Expenses 2014: $792,125Net Income 2014: -$40,5582014Revenue 2015: $805,118Expenses 2015: $778,923Net Income 2015: $26,1952015Revenue 2016: $921,681Expenses 2016: $848,586Net Income 2016: $73,0952016Revenue 2017: $939,141Expenses 2017: $914,466Net Income 2017: $24,6752017Revenue 2018: $914,726Expenses 2018: $966,000Net Income 2018: -$51,2742018Revenue 2019: $814,718Expenses 2019: $902,598Net Income 2019: -$87,8802019Revenue 2020: $218,996Expenses 2020: $348,477Net Income 2020: -$129,4812020Revenue 2021: $202,291Expenses 2021: $372,589Net Income 2021: -$170,2982021Revenue 2022: $36,121Expenses 2022: $282,676Net Income 2022: -$246,5552022

Highlighted filing

2013

Revenue$763,441
Expenses$799,801
Net Income-$36,360
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$763,441
Mission and Program Overview

Mission

Habilitation counseling & assistance to individuals in the North Florida area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$604,452$568,092▼ $36,360
Savings and Temporary Cash Investments$264,263$240,739▼ $23,524
Accounts Receivable$131,792$128,162▼ $3,630
Investments in Publicly Traded Securities$91,773$111,171▲ $19,398
Prepaid Expenses and Deferred Charges$69,981$66,345▼ $3,636
Land, Buildings, and Equipment, Net$40,907$34,350▼ $6,557
Cash and Non-Interest-Bearing Accounts$19,934$9,317▼ $10,617
Other Notes and Loans Receivable, Net$1,050$760▼ $290
Total Assets$619,700$590,844▼ $28,856
Liabilities
Accounts Payable and Accrued Expenses$14,401$21,953▲ $7,552
Other Liabilities$847$799▼ $48
Total Liabilities$15,248$22,752▲ $7,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$604,452$568,092▼ $36,360
Total Liabilities and Net Assets / Fund Balance$619,700$590,844▼ $28,856

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,350$68,915$103,265
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Janice PhillipsExec. DirectorFT$100,500$100,500
Lynn RenaudDirectorFT$51,000$51,000

Board Members and Trustees

NameTitle
Jill MurphyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$743,036
Investment Income
$610
Other Revenue
$19,795
Change in Net Assets
$-36,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$639,555
Other Expenses$160,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$342,730$18,038$0$360,768
Current Officers, Directors, Trustees, and Key Employees$128,775$22,725$0$151,500
Other Employee Benefits$61,579$5,324$0$66,903
All Other Expenses$55,974$1,728$0$57,702
Occupancy$43,517$4,835$0$48,352
Payroll Taxes$37,741$3,263$0$41,004
Pension Plan Contributions$17,838$1,542$0$19,380
Insurance$13,191$1,466$0$14,657
Fees for Services Accounting$11,160$0$0$11,160
Depreciation Depletion$6,391$710$0$7,101
Information Technology$4,965$552$0$5,517
Office Expenses$4,167$0$0$4,167
Other Expenses$2,495$277$0$2,772
Fees for Services Other$1,250$0$0$1,250
Advertising$419$0$0$419
Fees for Service Investment Mgmnt Fees$396$0$0$396
Interest$235$0$0$235
Conferences and Meetings$209$0$0$209
Travel$133$0$0$133
Total Functional Expenses$739,341$60,460$0$799,801
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
H R PhilipsHusband to Executive DirectorBuilding RentNo$43,860
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Benefits$799
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
Yes
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
Filing and Contact Details

Filer

EIN
59-2824952
Phone
8508774393

Signing Officer

Name
Janice Phillips
Title
President
Phone
8508774393
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Phillips
Formed
1987
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
1
Employees
17
Volunteers
0

Preparer

Preparer
Steven R Richards
Phone
8504251040
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“The organization makes the information available upon”

Pt VI, Line 19

“request. It is not posted on their website.”

Pt VI, Line 11B

“The Form 990 is reviewed by the executive director and”

Pt VI, Line 11B

“members of the board during a board meeting.”

Pt VI, Line 15A

“The annual compensation is discussed by the full board at”

Pt VI, Line 15A

“least annually. There is no outside consultant.”

Pt VI, Line 2

“Yes, Janice Phillips and Lynn Renaud are sisters. They”

Pt VI, Line 2

“are actively involved in the daily operation of HMS. In”

Pt VI, Line 2

“addition, the building is leased from H. R. Phillips, who”

Pt VI, Line 2

“is the husband of Janice Phillips.”

Pt VI, Line 15B

“The annual compensation of the key employees is discussed”

Pt VI, Line 15B

“by the Board of Directors at least annually.”

Form 990, Part IX, Line 24F

“Mileage reimbursement 31430. 31430. 0. 0. Miscellaneous 2010. 2010. 0. 0. Payroll processing 1585. 1585. 0. 0. Repairs & maintenance 1245. 1245. 0. 0. Telephone 12531. 11278. 1253. 0. Automobile/gas 4776. 4301. 475. 0. Janitorial service 4125. 4125. 0. 0.”

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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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0H R PHILIPS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Husband to Executive Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt043860
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Building Rent
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization makes the information available upon
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1request. It is not posted on their website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is reviewed by the executive director and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3members of the board during a board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The annual compensation is discussed by the full board at
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5least annually. There is no outside consultant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Yes, Janice Phillips and Lynn Renaud are sisters. They
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7are actively involved in the daily operation of HMS. In
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8addition, the building is leased from H. R. Phillips, who
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9is the husband of Janice Phillips.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10The annual compensation of the key employees is discussed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11by the Board of Directors at least annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MILEAGE REIMBURSEMENT 31430. 31430. 0. 0. MISCELLANEOUS 2010. 2010. 0. 0. PAYROLL PROCESSING 1585. 1585. 0. 0. REPAIRS & MAINTENANCE 1245. 1245. 0. 0. TELEPHONE 12531. 11278. 1253. 0. AUTOMOBILE/GAS 4776. 4301. 475. 0. JANITORIAL SERVICE 4125. 4125. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0619700
IRS990/TotalAssetsEOYAmt0590844
IRS990/TotalAssetsGrp/BOYAmt0619700
IRS990/TotalAssetsGrp/EOYAmt0590844
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0739341
IRS990/TotalFunctionalExpensesGrp/TotalAmt0799801
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015248
IRS990/TotalLiabilitiesEOYAmt022752
IRS990/TotalLiabilitiesGrp/BOYAmt015248
IRS990/TotalLiabilitiesGrp/EOYAmt022752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0604452
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0568092
IRS990/TotalProgramServiceExpensesAmt0739341
IRS990/TotalProgramServiceRevenueAmt0743036
IRS990/TotalReportableCompFromOrgAmt0151500
IRS990/TotalRevenueGrp/ExclusionAmt0610
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0762831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0763441
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0619700
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0590844
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt0133
IRS990/TravelGrp/TotalAmt0133
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104350 Maylor Rd
IRS990/USAddress/City0Tallahassee
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode032308
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08508774393
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Habilitation Management Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0HABI
ReturnHeader/Filer/EIN0592824952
ReturnHeader/Filer/PhoneNum08508774393
ReturnHeader/Filer/USAddress/AddressLine101831 Fiddler Court
ReturnHeader/Filer/USAddress/City0Tallahassee
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Richards Mitchell & Cross PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102123 Centre Pointe Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tallahassee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode032308
ReturnHeader/PreparerPersonGrp/PhoneNum08504251040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R RICHARDS
ReturnHeader/ReturnTs02014-11-17T07:35:42-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,844
Liabilities
$22,752
Net assets
$568,092
Revenue
$763,441
Expenses
$799,801
Net income
-$36,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$2.83$2.47
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.64$2.47$2.02$3.73$1.70
2020Detailed filing. Detailed filing data is available for this year.$4.59$0.55$4.04$2.19$3.48$1.29
2019Detailed filing. Detailed filing data is available for this year.$6.10$0.77$5.33$8.15$9.03$0.88
2018Detailed filing. Detailed filing data is available for this year.$6.86$0.65$6.21$9.15$9.66$0.51
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.63$6.69$9.39$9.14$0.25
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.42$6.45$9.22$8.49$0.73
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.25$5.78$8.05$7.79$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.81$0.34$5.47$7.52$7.92$0.41
2013Detailed filing. Detailed filing data is available for this year.$5.91$0.23$5.68$7.63$8.00$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.15$6.04$8.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.71$0.11$6.60$8.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.15$7.58$8.88