Civic Intelligence

The Center for Special Needs Trust Administration Inc

990 • Fiscal year 2016 • EIN 59-3705979

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 29, 2018

Organization ProfileWWW.SNTCENTER.ORG

View Organization Page

4912 Creekside DriveClearwater, FL 33760-4019

(727) 894-4489

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.06x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$232,993

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

60th percentile

4.1%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.1%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,445,547

Up $137,182 (+4.1%) from 2015

Net Assets

Up

$3,237,217

Up $8,234 (+0.3%) from 2015

Liabilities

Up

$208,330

Up $128,948 (+162%) from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin39th percentile

Revenue

Up

$4,969,740

Up $104,152 (+2.1%) from 2015

Expenses

Up

$4,982,550

Up $706,551 (+17%) from 2015

Net Income

Down

-$12,810

Down $602,399 (-102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150M$100M$50M$0Assets 2010: $3,509,234Liabilities 2010: $57,247Net Assets 2010: $3,451,9872010Assets 2011: $3,681,642Liabilities 2011: $38,670Net Assets 2011: $3,642,9722011Assets 2012: $3,586,947Liabilities 2012: $142,351Net Assets 2012: $3,444,5962012Assets 2013: $3,617,465Liabilities 2013: $114,688Net Assets 2013: $3,502,7772013Assets 2014: $2,865,451Liabilities 2014: $202,167Net Assets 2014: $2,663,2842014Assets 2015: $3,308,365Liabilities 2015: $79,382Net Assets 2015: $3,228,9832015Assets 2016: $3,445,547Liabilities 2016: $208,330Net Assets 2016: $3,237,2172016Assets 2017: $3,565,835Liabilities 2017: $466,040Net Assets 2017: $3,099,7952017Assets 2018: $3,641,677Liabilities 2018: $247,049Net Assets 2018: $3,394,6282018Assets 2019: $3,509,197Liabilities 2019: $80,393Net Assets 2019: $3,428,8042019Assets 2020: $4,031,632Liabilities 2020: $161,251Net Assets 2020: $3,870,3812020Assets 2021: $5,151,201Liabilities 2021: $201,868Net Assets 2021: $4,949,3332021Assets 2022: $5,706,287Liabilities 2022: $164,025Net Assets 2022: $5,542,2622022Assets 2023: $7,566,359Liabilities 2023: $322,724Net Assets 2023: $7,243,6352023Assets 2024: $109,947,480Liabilities 2024: $106,427,719Net Assets 2024: $3,519,7612024

Highlighted filing

2016

Assets$3,445,547
Liabilities$208,330
Net Assets$3,237,217
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $4,946,162Expenses 2010: $6,142,390Net Income 2010: -$1,196,2282010Revenue 2011: $6,650,259Expenses 2011: $6,416,322Net Income 2011: $233,9372011Expenses 2012: $5,084,5862012Revenue 2013: $4,087,034Expenses 2013: $4,108,120Net Income 2013: -$21,0862013Revenue 2014: $2,934,396Expenses 2014: $3,782,010Net Income 2014: -$847,6142014Revenue 2015: $4,865,588Expenses 2015: $4,275,999Net Income 2015: $589,5892015Revenue 2016: $4,969,740Expenses 2016: $4,982,550Net Income 2016: -$12,8102016Revenue 2017: $4,389,768Expenses 2017: $4,639,697Net Income 2017: -$249,9292017Revenue 2018: $5,381,854Expenses 2018: $5,032,164Net Income 2018: $349,6902018Revenue 2019: $4,705,956Expenses 2019: $4,806,582Net Income 2019: -$100,6262019Revenue 2020: $5,875,159Expenses 2020: $5,150,487Net Income 2020: $724,6722020Revenue 2021: $5,035,526Expenses 2021: $3,956,574Net Income 2021: $1,078,9522021Revenue 2022: $4,752,053Expenses 2022: $4,159,124Net Income 2022: $592,9292022Revenue 2023: $6,544,076Expenses 2023: $4,842,703Net Income 2023: $1,701,3732023Revenue 2024: $623,014Expenses 2024: $4,346,888Net Income 2024: -$3,723,8742024

Highlighted filing

2016

Revenue$4,969,740
Expenses$4,982,550
Net Income-$12,810
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 29, 2018
Return Version
2016v3.0
Gross Receipts
$5,636,660
Mission and Program Overview

Mission

To offer specialized administrative services for impoverished people with disabilities who have special needs trusts for the purpose of improving their quality of life.

The center for special needs trust administration, inc. (the center) provides specialized administrative services for impoverished people with disabilities who have special needs trusts for the purpose of improving their quality of life. Every trust must be approved by the government agency administering the trust beneficiary's public assistance program. Although these agencies oversee special needs trusts, the center relieves them of the burden of day-to-day administration of the trusts' funding, compliance and other requirements. This is accomplished byadministering the trusts according to the strict guidelines under medicaid law and the investment of trust assets in the best interest of the trust beneficiaries, while disbursing funds in accordance with medicaid programs and rules, which can vary considerably fromprogram-to-program and state-to-state. During 2016, the center accepted 483 new trusts and had approximately 2,486 trusts under administration at december 31, 2016.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,228,983$3,237,217▲ $8,234
Land, Buildings, and Equipment, Net$853,224$949,882▲ $96,658
Investments Program Related$660,243$621,843▼ $38,400
Cash and Non-Interest-Bearing Accounts$1,001,890$538,175▼ $463,715
Investments Other Securities$500,010$500,010→ $0
Other Notes and Loans Receivable, Net-$474,806-
Accounts Receivable$229,735$199,598▼ $30,137
Savings and Temporary Cash Investments$41,120$139,090▲ $97,970
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,308,365$3,445,547▲ $137,182
Other Assets Total$22,143$22,143→ $0
Liabilities
Accounts Payable and Accrued Expenses$79,382$208,330▲ $128,948
Total Liabilities$79,382$208,330▲ $128,948
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,228,983$3,237,217▲ $8,234
Total Liabilities and Net Assets / Fund Balance$3,308,365$3,445,547▲ $137,182

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,948$213,192$218,140
Leasehold Improvements$573$24,696$25,269
Investment Program Related Org$40,000--
Buildings$181,342--
Land$763,019--
Other Securities$500,010--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caitlin JanickiVice President, DirectorFT$222,108$10,885$232,993
Todd BelislePresident, DirectorFT$147,928$4,384$152,312
Richard ShonterDirectorFT$139,738$5,630$145,368
Michelle DiebertSecretaryFT$47,867$6,507$54,374
Tracey GregoryCFO, DirectorPT$39,369$5,246$44,615

Highest Paid Contractors

ContractorServicesLocationCompensation
Fiduciary Tax Services LLCAdministrative & Tax Services2009 E Lamar Blvd, Arlington, TX 76006$661,620
Staunton & Faglie PLlegal compliance & consultation3000 gulf to bay blvd ste 102, clearwater, FL 33759$594,364
austin colby company inclife planning, administrative & advisory4912 creekside drive, clearwater, FL 33760$379,775
Trenam Kemker Scarf Barkin Frye O'NLegal ConsulationPO Box 1072, Tampa, FL 33601$168,384
Harlan & Associates IncReferral Services755 SE Frontier Avenue Suite 101, Waukee, IA 50263$126,095
Revenue and Support

Revenue Composition

Contributions and Grants
$1,741,439
Program Service Revenue
$3,587,993
Investment Income
$-359,692
Other Revenue
$0
All Other Contributions
$1,741,439
Change in Net Assets
$-12,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,910,069
Other Expenses$1,333,052
Grants and Similar Amounts Paid$739,429
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,891,787$135,114-$2,026,901
Current Officers, Directors, Trustees, and Key Employees$587,687$41,974-$629,661
Grants to Domestic Orgs$590,663--$590,663
Fees for Service Investment Mgmnt Fees-$365,132-$365,132
Fees for Services Legal$45,330$168,484-$213,814
Grants to Domestic Individuals$148,766--$148,766
Occupancy$64,206$84,401-$148,607
Other Employee Benefits$123,928$17,704-$141,632
Payroll Taxes$97,891$13,984-$111,875
Travel$101,768--$101,768
Fees for Services Other$95,268$4,601-$99,869
Office Expenses$65,954$14,688-$80,642
Insurance-$67,666-$67,666
Advertising$64,042--$64,042
Fees for Services Accounting-$29,760-$29,760
Other Expenses$111,976$14,261-$14,261
All Other Expenses$2,508$10,912-$13,420
Fees for Services Management-$9,794-$9,794
Depreciation Depletion$6,721--$6,721
Conferences and Meetings$4,792--$4,792
Interest$788--$788
Total Functional Expenses$4,004,075$978,475$0$4,982,550
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Theresa Alessandra Russo Foundation IncLido Beach, NY501(c)(3)General Support$364,888
Hannah & Friends IncSouth Bend, IN501(c)(3)General Support$95,429
Alzheimer's Disease and Related Disorders Assoc IncClearwater, FL501(c)(3)General Support$58,997
Ohio Charity Foundation Endowment Trust FundWorthington, OH501(c)(3)General Support$54,169
Columbia Theological SeminaryDecatur, GA501(c)(3)General Support$15,000
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
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
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, Section A, line 8B

“There are no committees with authority to act on behalf of governing body; thus no meetings were held for contemporaneous documentation.”

Form 990, Part VI, Section B, line 11B

“A copy of the 990 will be provided to the board of directors prior to filing.”

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

“The Center for Special Needs Trust Administration Inc. ("the Center") takes its responsibility in the area of conflict of interest seriously and has always had a conflict of interest policy. The core of this long standing policy, as well as the written Conflict of Interest Policy document ("Policy"), provides that transactions with parties with whom a conflicting interest exists may be undertaken only if fully disclosed, are in the best interests of the Center, and done at fair market value. in the event of a potential conflict, that person shall recuse themselves from the discussion and vote.”

Form 990, Part VI, Section B, line 15

“The Company has established a policy of review of executive and key employee compensation which includes approval by independent persons and use of data from peer institutions. The Company's Board of Directors established a "Standing Committee" which is responsible for providing recommendations regarding compensation for all company executive and key employees. The standing committee keeps a detailed record of the meetings and discussions relative to executive and key employee compensations. This policy is available upon request.”

Form 990, Part VI, Section C, line 19

“Governing documents, financial statements, and the conflict of interest policy are available upon request.”

Part VII, Section A

“Tracey gregory is paid by austin colby and billed back to the organization for 60% of salary.”

Filing and Contact Details

Filer

Filer Name
The Center for Special Needs Trust
EIN
59-3705979
Phone
7278944489
Address
4912 Creekside Drive, Clearwater, FL 33760-4019

Signing Officer

Name
Todd Belisle
Title
President
Phone
7278944489
Signed
2018-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Belisle
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
0
Employees
34
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
1075 Peachtree Street NE Suite 2200, Atlanta, GA 30309
Preparer
Amanda Adams
Phone
4042090954
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“MODIFIED CASH BASIS”

Financial Statement Notes

Part II, Line 5:

“The Center has an environmental easement on the property that will restrict the use of the property to environmentally sound timber harvesting only. This property is next to a ski resort and was otherwise considered at risk of development. The Appalachian Trial runs through the property and is considered have some environmentally sensitive flora.”

Part IV, Line 2B:

“the organization provides special administrative services for impoverished people with disabilities who have special needs trusts for the purpose of improving their quality of life. these trusts are administered according to strict guidelines under medicaid law. the organization also administers the investment of the trusts in the best interests of the trust beneficiaries.”

Raw XML AppendixShowing 400 of 609 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.

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IRS990/ActivityOrMissionDesc0THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION, INC. (THE CENTER) PROVIDES SPECIALIZED ADMINISTRATIVE SERVICES FOR IMPOVERISHED PEOPLE WITH DISABILITIES WHO HAVE SPECIAL NEEDS TRUSTS FOR THE PURPOSE OF IMPROVING THEIR QUALITY OF LIFE. EVERY TRUST MUST BE APPROVED BY THE GOVERNMENT AGENCY ADMINISTERING THE TRUST BENEFICIARY'S PUBLIC ASSISTANCE PROGRAM. ALTHOUGH THESE AGENCIES OVERSEE SPECIAL NEEDS TRUSTS, THE CENTER RELIEVES THEM OF THE BURDEN OF DAY-TO-DAY ADMINISTRATION OF THE TRUSTS' FUNDING, COMPLIANCE AND OTHER REQUIREMENTS. THIS IS ACCOMPLISHED BYADMINISTERING THE TRUSTS ACCORDING TO THE STRICT GUIDELINES UNDER MEDICAID LAW AND THE INVESTMENT OF TRUST ASSETS IN THE BEST INTEREST OF THE TRUST BENEFICIARIES, WHILE DISBURSING FUNDS IN ACCORDANCE WITH MEDICAID PROGRAMS AND RULES, WHICH CAN VARY CONSIDERABLY FROMPROGRAM-TO-PROGRAM AND STATE-TO-STATE. DURING 2016, THE CENTER ACCEPTED 483 NEW TRUSTS AND HAD APPROXIMATELY 2,486 TRUSTS UNDER ADMINISTRATION AT DECEMBER 31, 2016.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-666920
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0739429
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0148766
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0148766
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0590663
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0590663
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05636660
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt067666
IRS990/InsuranceGrp/TotalAmt067666
IRS990/InterestGrp/ProgramServicesAmt0788
IRS990/InterestGrp/TotalAmt0788
IRS990/InvestmentIncomeGrp/ExclusionAmt031245
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0307228
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0275983
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0500010
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0500010
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0660243
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0621843
IRS990/IRPDocumentCnt0677
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0237888
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0853224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0949882
IRS990/LandBldgEquipCostOrOtherBssAmt01187770
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0666920
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OFFER SPECIALIZED ADMINISTRATIVE SERVICES FOR IMPOVERISHED PEOPLE WITH DISABILITIES WHO HAVE SPECIAL NEEDS TRUSTS FOR THE PURPOSE OF IMPROVING THEIR QUALITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03228983
IRS990/NetAssetsOrFundBalancesEOYAmt03237217
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-666920
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-666920
IRS990/NetUnrelatedBusTxblIncmAmt0237709
IRS990/NetUnrlzdGainsLossesInvstAmt021044
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt084401
IRS990/OccupancyGrp/ProgramServicesAmt064206
IRS990/OccupancyGrp/TotalAmt0148607
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014688
IRS990/OfficeExpensesGrp/ProgramServicesAmt065954
IRS990/OfficeExpensesGrp/TotalAmt080642
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022143
IRS990/OtherAssetsTotalGrp/EOYAmt022143
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017704
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0123928
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0141632
IRS990/OtherExpensesGrp/Desc0SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc1dues & subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014261
IRS990/OtherExpensesGrp/ProgramServicesAmt0111976
IRS990/OtherExpensesGrp/TotalAmt0111976
IRS990/OtherExpensesGrp/TotalAmt114261
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0135114
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01891787
IRS990/OtherSalariesAndWagesGrp/TotalAmt02026901
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0474806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013984
IRS990/PayrollTaxesGrp/ProgramServicesAmt097891
IRS990/PayrollTaxesGrp/TotalAmt0111875
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TODD BELISLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0trust administration
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03587993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03587993
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01838498
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0598260
IRS990/PYInvestmentIncomeAmt0-218830
IRS990/PYOtherExpensesAmt01433892
IRS990/PYOtherRevenueAmt038606
IRS990/PYProgramServiceRevenueAmt03207314
IRS990/PYRevenuesLessExpensesAmt0589589
IRS990/PYSalariesCompEmpBnftPaidAmt02243847
IRS990/PYTotalExpensesAmt04275999
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04865588
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12810
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt03587993
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03228983
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03237217
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041120
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0139090
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01741439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01838498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01119018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0898074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01012055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06609084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0307228
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0334322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0324084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0292164
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0272970
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01530768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03587993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03207314
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02588189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02873215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03565563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015822274
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0307228
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0334322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0324084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0292164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0272970
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01530768
IRS990ScheduleA/InvestmentIncomeCYPct00.06270
IRS990ScheduleA/InvestmentIncomePYPct00.05910
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt038606
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt033230
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0334236
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt035433
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0441505
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91840
IRS990ScheduleA/PublicSupportPY509Pct00.86260
IRS990ScheduleA/PublicSupportTotal509Amt022412762
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt018596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt018596
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt018596
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt018596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05329432
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05045812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03707207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03771289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04577618
IRS990ScheduleA/Total509Grp/TotalAmt022431358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05636660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05418740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04064521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04397689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04886021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024403631
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/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt052902004
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0133245719
IRS990ScheduleD/BuildingsGrp/BookValueAmt0181342
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0181342
IRS990ScheduleD/DistributionsDuringYearAmt037280571
IRS990ScheduleD/EndingBalanceAmt0148867152
IRS990ScheduleD/EquipmentGrp/BookValueAmt04948
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0213192
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0218140
IRS990ScheduleD/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0119101
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt172678
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2390064
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt340000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1ViaLegal 2
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2annuities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3PROSPECT FUNDING HOLDINGS LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/LandGrp/BookValueAmt0763019
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0763019
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0573
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024696
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt025269
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0500010
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BEACON MTD LLC INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/StaffHoursSpentEnforcementCnt0120.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Center has an environmental easement on the property that will restrict the use of the property to environmentally sound timber harvesting only. This property is next to a ski resort and was otherwise considered at risk of development. The Appalachian Trial runs through the property and is considered have some environmentally sensitive flora.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1the organization provides special administrative services for impoverished people with disabilities who have special needs trusts for the purpose of improving their quality of life. these trusts are administered according to strict guidelines under medicaid law. the organization also administers the investment of the trusts in the best interests of the trust beneficiaries.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 5:

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,445,547
Liabilities
$208,330
Net assets
$3,237,217
Revenue
$4,969,740
Expenses
$4,982,550
Net income
-$12,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$110$106$3.52$0.62$4.35$3.72
2023Detailed filing. Detailed filing data is available for this year.$7.57$0.32$7.24$6.54$4.84$1.70
2022Detailed filing. Detailed filing data is available for this year.$5.71$0.16$5.54$4.75$4.16$0.59
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.20$4.95$5.04$3.96$1.08
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.16$3.87$5.88$5.15$0.72
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.08$3.43$4.71$4.81$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.64$0.25$3.39$5.38$5.03$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.57$0.47$3.10$4.39$4.64$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.21$3.24$4.97$4.98$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.08$3.23$4.87$4.28$0.59
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.20$2.66$2.93$3.78$0.85
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.11$3.50$4.09$4.11$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.14$3.44$5.08
2011Summary only. Only limited summary data is available for this year.$3.68$0.04$3.64$6.65$6.42$0.23
2010Summary only. Only limited summary data is available for this year.$3.51$0.06$3.45$4.95$6.14$1.20