Civic Intelligence

The Arc of Southwest Alabama Inc

990 • Fiscal year 2020 • EIN 63-0673646

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 15, 2021

Organization Profile

View Organization Page

234 Hearn DriveChatom, AL 36518

(251) 847-2970

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$65,973

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

53%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-3.6%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,382,716

Up $477,820 (+53%) from 2019

Net Assets

Up

$1,350,558

Up $459,705 (+52%) from 2019

Liabilities

Up

$32,158

Up $18,115 (+129%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Down

$1,535,683

Down $56,701 (-3.6%) from 2019

Expenses

Down

$1,243,770

Down $140,365 (-10%) from 2019

Net Income

Up

$291,913

Up $83,664 (+40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $361,286Liabilities 2011: $265,571Net Assets 2011: $95,7152011Assets 2012: $427,758Liabilities 2012: $269,022Net Assets 2012: $158,7362012Assets 2013: $480,659Liabilities 2013: $265,140Net Assets 2013: $215,5192013Assets 2014: $413,226Liabilities 2014: $113,895Net Assets 2014: $299,3312014Assets 2015: $546,679Liabilities 2015: $115,471Net Assets 2015: $431,2082015Assets 2016: $644,534Liabilities 2016: $120,633Net Assets 2016: $523,9012016Assets 2017: $814,017Liabilities 2017: $127,609Net Assets 2017: $686,4082017Assets 2018: $687,978Liabilities 2018: $5,374Net Assets 2018: $682,6042018Assets 2019: $904,896Liabilities 2019: $14,043Net Assets 2019: $890,8532019Assets 2020: $1,382,716Liabilities 2020: $32,158Net Assets 2020: $1,350,5582020Assets 2021: $1,181,337Liabilities 2021: $9,688Net Assets 2021: $1,171,6492021Assets 2022: $1,898,814Liabilities 2022: $13,883Net Assets 2022: $1,884,9312022Assets 2023: $1,837,421Liabilities 2023: $9,325Net Assets 2023: $1,828,0962023Assets 2025: $1,505,804Liabilities 2025: $17,175Net Assets 2025: $1,488,6292025

Highlighted filing

2020

Assets$1,382,716
Liabilities$32,158
Net Assets$1,350,558
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,073,795Expenses 2011: $1,118,327Net Income 2011: -$44,5322011Revenue 2012: $1,124,741Expenses 2012: $1,061,720Net Income 2012: $63,0212012Revenue 2013: $1,172,341Expenses 2013: $1,115,558Net Income 2013: $56,7832013Revenue 2014: $1,207,378Expenses 2014: $1,123,566Net Income 2014: $83,8122014Revenue 2015: $1,283,949Expenses 2015: $1,152,072Net Income 2015: $131,8772015Revenue 2016: $1,255,394Expenses 2016: $1,162,701Net Income 2016: $92,6932016Revenue 2017: $1,353,565Expenses 2017: $1,191,058Net Income 2017: $162,5072017Revenue 2018: $1,242,398Expenses 2018: $1,246,202Net Income 2018: -$3,8042018Revenue 2019: $1,592,384Expenses 2019: $1,384,135Net Income 2019: $208,2492019Revenue 2020: $1,535,683Expenses 2020: $1,243,770Net Income 2020: $291,9132020Revenue 2021: $1,592,280Expenses 2021: $1,771,189Net Income 2021: -$178,9092021Revenue 2022: $2,029,136Expenses 2022: $1,315,854Net Income 2022: $713,2822022Revenue 2023: $1,516,178Expenses 2023: $1,573,013Net Income 2023: -$56,8352023Revenue 2025: $1,512,534Expenses 2025: $1,424,481Net Income 2025: $88,0532025

Highlighted filing

2020

Revenue$1,535,683
Expenses$1,243,770
Net Income$291,913
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 15, 2021
Return Version
2019v5.0
Gross Receipts
$1,535,683
Mission and Program Overview

Mission

Provides training for adults with developmental disabilities in an adult training setting and supervised alternative living arrangements for washington county, alabama

Provides training for adult persons with developmental disabilities in a day care setting and supervised alternative living arrangements for washington county, alabama

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$646,705$1,141,039▲ $494,334
Accounts Receivable$133,904$165,742▲ $31,838
Land, Buildings, and Equipment, Net$124,287$75,935▼ $48,352
Total Assets$904,896$1,382,716▲ $477,820
Liabilities
Accounts Payable and Accrued Expenses$14,043$32,158▲ $18,115
Total Liabilities$14,043$32,158▲ $18,115
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$890,853$1,350,558▲ $459,705
Total Net Assets Fund Balance$890,853$1,350,558▲ $459,705
Total Liabilities and Net Assets / Fund Balance$904,896$1,382,716▲ $477,820

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$75,935$489,727$565,662
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jessica OdomExecutive DiFT$65,973$65,973
Jennet MeridaTreasurerFT$46,034$46,034

Board Members and Trustees

NameTitle
C Robert MontgomeryPresident
George RhodesBoard Member
Holly MoralesBoard Member
Linda WalkerBoard Member
Lyna SchellBoard Member
Terrie PlattBoard Member
Joe Wayne TaylorSecretary
Sylvia WilliamsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,414,601
Program Service Revenue
$120,422
Investment Income
$198
Other Revenue
$462
All Other Contributions
$105,966
Change in Net Assets
$291,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,535,683
Total Revenue per Audited Statements
$1,535,683
Total Revenue per Form 990
$1,535,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$846,548
Other Expenses$397,222
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$505,956$89,286-$595,242
Occupancy$123,047--$123,047
Current Officers, Directors, Trustees, and Key Employees$95,206$16,801-$112,007
Other Employee Benefits$78,298$13,817-$92,115
Insurance$50,479--$50,479
Depreciation Depletion$48,352--$48,352
Payroll Taxes$40,106$7,078-$47,184
All Other Expenses$19,689$5,176-$24,865
Other Expenses$18,616--$18,616
Information Technology$9,440--$9,440
Fees for Services Accounting-$9,300-$9,300
Office Expenses-$5,691-$5,691
Advertising$303--$303
Total Functional Expenses$1,096,621$147,149$0$1,243,770

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,243,770
Total Expenses per Audited Statements$1,243,770
Total Expenses per Form 990$1,243,770
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
Audit committee
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
No
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, Page 6, Part VI, Line 11B

“The governing body reviews the form 990 before the organization files the return with the federal government”

Form 990, Page 6, Part VI, Line 12C

“The organization, on an annual basis, asks each member of the board of directors to review the conflict of interest policy to verify that they do not have any conflicts of interest with the organization”

Form 990, Page 6, Part VI, Line 15A

“The compensation of the executive director was reviewed by the budget and finance committee and approved by the board of directors as part of the annual budget”

Form 990, Page 6, Part VI, Line 19

“All governing documents, conflict of interest policies, and financial statements are available to the public upon request at the organizations physcial address”

Filing and Contact Details

Filer

Filer Name
The Arc of Southwest Alabama Inc
EIN
63-0673646
Phone
2518472970
Address
234 HEARN DRIVE, CHATOM, AL 36518

Signing Officer

Name
Jennet Merida
Title
Treasurer
Phone
2518472970
Signed
2021-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Robert Montgomery
Formed
1971
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
10
Employees
53

Preparer

Firm
Ceresa M Frenkel Pc
Address
6324 PICCADILLY SQUARE DR, MOBILE, AL 36609
Preparer
Ceresa M Frenkel CPA
Phone
2513421097
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The organization provides personal care and food services for the handicapped and persons with developmental disabilities in washington county, alabama”

Form 990, Part XI, Line 9

“SBA PPP LOAN 167,792”

Raw XML Appendix394 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/BOYAmt014043
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt032158
IRS990/AccountsReceivableGrp/BOYAmt0133904
IRS990/AccountsReceivableGrp/EOYAmt0165742
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES TRAINING FOR ADULT PERSONS WITH DEVELOPMENTAL DISABILITIES IN A DAY CARE SETTING AND SUPERVISED ALTERNATIVE LIVING ARRANGEMENTS FOR WASHINGTON COUNTY, ALABAMA
IRS990/AdvertisingGrp/ProgramServicesAmt0303
IRS990/AdvertisingGrp/TotalAmt0303
IRS990/AllOtherContributionsAmt0105966
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05176
IRS990/AllOtherExpensesGrp/ProgramServicesAmt019689
IRS990/AllOtherExpensesGrp/TotalAmt024865
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0JENNET MERIDA
IRS990/BooksInCareOfDetail/PhoneNum02518472970
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0234 HEARN DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHATOM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036518
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0646705
IRS990/CashNonInterestBearingGrp/EOYAmt01141039
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016801
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt095206
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0112007
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01414601
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0198
IRS990/CYOtherExpensesAmt0397222
IRS990/CYOtherRevenueAmt0462
IRS990/CYProgramServiceRevenueAmt0120422
IRS990/CYRevenuesLessExpensesAmt0291913
IRS990/CYSalariesCompEmpBnftPaidAmt0846548
IRS990/CYTotalExpensesAmt01243770
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01535683
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt048352
IRS990/DepreciationDepletionGrp/TotalAmt048352
IRS990/Desc0THE ORGANIZATION PROVIDES DAYCARE SERVICES FOR ADULT PERSONS WITH DEVELOPMENTAL DISABILITIES IN WASHINGTON COUNTY, ALABAMA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0285858
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09300
IRS990/FeesForServicesAccountingGrp/TotalAmt09300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0JESSICA ODOM
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNET MERIDA
IRS990/Form990PartVIISectionAGrp/PersonNm2C ROBERT MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm3HOLLY MORALES
IRS990/Form990PartVIISectionAGrp/PersonNm4TERRIE PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm6LYNA SCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm7JOE WAYNE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDA WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm9SYLVIA WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt065973
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt146034
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/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/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt01308635
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01535683
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09440
IRS990/InformationTechnologyGrp/TotalAmt09440
IRS990/InsuranceGrp/ProgramServicesAmt050479
IRS990/InsuranceGrp/TotalAmt050479
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0198
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0489727
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0124287
IRS990/LandBldgEquipBasisNetGrp/EOYAmt075935
IRS990/LandBldgEquipCostOrOtherBssAmt0565662
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES TRAINING FOR ADULT PERSONS WITH DEVELOPMENTAL DISABILITIES IN A DAY CARE SETTING AND SUPERVISED ALTERNATIVE LIVING ARRANGEMENTS FOR WASHINGTON COUNTY, ALABAMA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0890853
IRS990/NetAssetsOrFundBalancesEOYAmt01350558
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0890853
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01350558
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0123047
IRS990/OccupancyGrp/TotalAmt0123047
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05691
IRS990/OfficeExpensesGrp/TotalAmt05691
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0167792
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013817
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt078298
IRS990/OtherEmployeeBenefitsGrp/TotalAmt092115
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION CONTRACTS
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2GAS & OIL
IRS990/OtherExpensesGrp/Desc3STAFF TRAVEL & TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt049817
IRS990/OtherExpensesGrp/ProgramServicesAmt133533
IRS990/OtherExpensesGrp/ProgramServicesAmt223779
IRS990/OtherExpensesGrp/ProgramServicesAmt318616
IRS990/OtherExpensesGrp/TotalAmt049817
IRS990/OtherExpensesGrp/TotalAmt133533
IRS990/OtherExpensesGrp/TotalAmt223779
IRS990/OtherExpensesGrp/TotalAmt318616
IRS990/OtherRevenueMiscGrp/Desc0MISC.
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0462
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0462
IRS990/OtherRevenueTotalAmt0462
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089286
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0505956
IRS990/OtherSalariesAndWagesGrp/TotalAmt0595242
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07078
IRS990/PayrollTaxesGrp/ProgramServicesAmt040106
IRS990/PayrollTaxesGrp/TotalAmt047184
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0C ROBERT MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ROOM & BOARD
IRS990/ProgramServiceRevenueGrp/Desc1TRANSPORTATION CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc2TRANSPORTATION RIDERS
IRS990/ProgramServiceRevenueGrp/Desc3PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055496
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt149817
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212497
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32612
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055496
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212497
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32612
IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDS ARE GRANTED BY THE STATE GOVERNMENT TO PROVIDE HOUSING FOR THE HANDICAPPED AND PERSONS WITH DEVELOPMENTAL DISABILITIES OF WASHINGTON COUNTY, ALABAMA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0413401
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION PROVIDES TRANSPORTATION SERVICES FOR THE HANDICAPPED AND PERSONS WITH DEVELOPMENTAL DISABILITIES, AND CITIZENS OF WASHINGTON COUNTY, ALABAMA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0239759
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION PROVIDES PERSONAL CARE AND FOOD SERVICES FOR THE HANDICAPPED AND PERSONS WITH DEVELOPMENTAL DISABILITIES IN WASHINGTON COUNTY, ALABAMA
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0157603
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01361567
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0135
IRS990/PYOtherExpensesAmt0528102
IRS990/PYProgramServiceRevenueAmt0230682
IRS990/PYRevenuesLessExpensesAmt0208249
IRS990/PYSalariesCompEmpBnftPaidAmt0856033
IRS990/PYTotalExpensesAmt01384135
IRS990/PYTotalRevenueAmt01592384
IRS990/ReconcilationRevenueExpnssAmt0291913
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01414601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01361567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01182022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01157016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01254978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06370184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0416
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0416
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0412275
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt06370184
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01414601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01361567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01182022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01157016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01254978
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06370184
IRS990ScheduleA/TotalSupportAmt06370600
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01243770
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt075935
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0489727
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0565662
IRS990ScheduleD/RevenueSubtotalAmt01535683
IRS990ScheduleD/TotalBookValueLandBuildingsAmt075935
IRS990ScheduleD/TotalExpensesPerForm990Amt01243770
IRS990ScheduleD/TotalRevenuePerForm990Amt01535683
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01535683
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01243770
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES PERSONAL CARE AND FOOD SERVICES FOR THE HANDICAPPED AND PERSONS WITH DEVELOPMENTAL DISABILITIES IN WASHINGTON COUNTY, ALABAMA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWS THE FORM 990 BEFORE THE ORGANIZATION FILES THE RETURN WITH THE FEDERAL GOVERNMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION, ON AN ANNUAL BASIS, ASKS EACH MEMBER OF THE BOARD OF DIRECTORS TO REVIEW THE CONFLICT OF INTEREST POLICY TO VERIFY THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST WITH THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS REVIEWED BY THE BUDGET AND FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATIONS PHYSCIAL ADDRESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SBA PPP LOAN 167,792
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0904896
IRS990/TotalAssetsEOYAmt01382716
IRS990/TotalAssetsGrp/BOYAmt0904896
IRS990/TotalAssetsGrp/EOYAmt01382716
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01414601
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0147149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01096621
IRS990/TotalFunctionalExpensesGrp/TotalAmt01243770
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014043
IRS990/TotalLiabilitiesEOYAmt032158
IRS990/TotalLiabilitiesGrp/BOYAmt014043
IRS990/TotalLiabilitiesGrp/EOYAmt032158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0890853
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01350558
IRS990/TotalOtherProgSrvcExpenseAmt0157603
IRS990/TotalProgramServiceExpensesAmt01096621
IRS990/TotalProgramServiceRevenueAmt0120422
IRS990/TotalReportableCompFromOrgAmt0112007
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01535683
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0904896
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01382716
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0234 HEARN DRIVE
IRS990/USAddress/CityNm0CHATOM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036518
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNET MERIDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02518472970
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARC OF SOUTHWEST ALABAMA INC
ReturnHeader/Filer/BusinessNameControlTxt0ARCO
ReturnHeader/Filer/EIN0630673646
ReturnHeader/Filer/PhoneNum02518472970
ReturnHeader/Filer/USAddress/AddressLine1Txt0234 HEARN DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHATOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721400033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CERESA M FRENKEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06324 PICCADILLY SQUARE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036609
ReturnHeader/PreparerPersonGrp/PhoneNum02513421097
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CERESA M FRENKEL CPA
ReturnHeader/ReturnTs02021-02-15T15:33:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,382,716
Liabilities
$32,158
Net assets
$1,350,558
Revenue
$1,535,683
Expenses
$1,243,770
Net income
$291,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.02$1.49$1.51$1.42$0.09
2023Summary only. Only limited summary data is available for this year.$1.84$0.01$1.83$1.52$1.57$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.01$1.88$2.03$1.32$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$1.59$1.77$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.03$1.35$1.54$1.24$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.01$0.89$1.59$1.38$0.21
2018Summary only. Only limited summary data is available for this year.$0.69$0.01$0.68$1.24$1.25$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.13$0.69$1.35$1.19$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.12$0.52$1.26$1.16$0.09
2015Summary only. Only limited summary data is available for this year.$0.55$0.12$0.43$1.28$1.15$0.13
2014Summary only. Only limited summary data is available for this year.$0.41$0.11$0.30$1.21$1.12$0.08
2013Summary only. Only limited summary data is available for this year.$0.48$0.27$0.22$1.17$1.12$0.06
2012Summary only. Only limited summary data is available for this year.$0.43$0.27$0.16$1.12$1.06$0.06
2011Summary only. Only limited summary data is available for this year.$0.36$0.27$0.10$1.07$1.12$0.04