Civic Intelligence

The Arc of Southwest Alabama Inc

990 • Fiscal year 2022 • EIN 63-0673646

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 11, 2023

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

90th percentile

61%

Faster asset growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

27%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,898,814

Up $717,477 (+61%) from 2021

Net Assets

Up

$1,884,931

Up $713,282 (+61%) from 2021

Liabilities

Up

$13,883

Up $4,195 (+43%) from 2021

Revenue

Up

$2,029,136

Up $436,856 (+27%) from 2021

Expenses

Down

$1,315,854

Down $455,335 (-26%) from 2021

Net Income

Up

$713,282

Up $892,191 (+499%) from 2021

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: $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

2022

Assets$1,898,814
Liabilities$13,883
Net Assets$1,884,931

Operations Trend

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

2022

Revenue$2,029,136
Expenses$1,315,854
Net Income$713,282
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 11, 2023
Return Version
2021v4.0
Gross Receipts
$2,029,136
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$906,310$1,131,883▲ $225,573
Accounts Receivable$213,518$633,109▲ $419,591
Land, Buildings, and Equipment, Net$38,667$133,822▲ $95,155
Prepaid Expenses and Deferred Charges$22,842--
Total Assets$1,181,337$1,898,814▲ $717,477
Liabilities
Accounts Payable and Accrued Expenses$9,688$13,883▲ $4,195
Total Liabilities$9,688$13,883▲ $4,195
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,171,649$1,884,931▲ $713,282
Total Net Assets Fund Balance$1,171,649$1,884,931▲ $713,282
Total Liabilities and Net Assets / Fund Balance$1,181,337$1,898,814▲ $717,477

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$133,822$535,912$669,734
Compensation and Service Providers

Board Members and Trustees

NameTitle
C Robert MontgomeryPresident
Andrea PowellBoard Member
George RhodesBoard Member
Linda WalkerBoard Member
Steve Donald MdBoard Member
Terrie PlattBoard Member
Zach TurnerBoard Member
Jessica OdomExecutive Di
Joe Wayne TaylorSecretary
Jennet MeridaTreasurer
Sylvia WilliamsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,955,256
Program Service Revenue
$73,187
Investment Income
$193
Other Revenue
$500
All Other Contributions
$594,463
Change in Net Assets
$713,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,029,136
Total Revenue per Audited Statements
$2,029,136
Total Revenue per Form 990
$2,029,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$839,319
Other Expenses$476,535
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$586,842$103,561-$690,403
Occupancy$186,212--$186,212
Other Employee Benefits$82,802$14,614-$97,416
Insurance$58,478--$58,478
Payroll Taxes$43,776$7,724-$51,500
Depreciation Depletion$27,689--$27,689
All Other Expenses$9,888$9,545-$19,433
Other Expenses$13,908--$13,908
Fees for Services Accounting-$11,100-$11,100
Information Technology$9,739--$9,739
Office Expenses-$2,851-$2,851
Advertising$386--$386
Total Functional Expenses$1,166,459$149,395$0$1,315,854

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,315,854
Total Expenses per Audited Statements$1,315,854
Total Expenses per Form 990$1,315,854
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
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
2023-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Robert Montgomery
Formed
1971
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
11
Employees
37

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

Raw XML Appendix382 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/PYProgramServiceRevenueAmt069250
IRS990/PYRevenuesLessExpensesAmt0-178909
IRS990/PYSalariesCompEmpBnftPaidAmt0846878
IRS990/PYTotalExpensesAmt01771189
IRS990/PYTotalRevenueAmt01592280
IRS990/ReconcilationRevenueExpnssAmt0713282
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01955256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01519298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01414601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01361567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01182022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07432744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0193
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0193
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0558944
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07432744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01955256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01519298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01414601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01361567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01182022
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07432744
IRS990ScheduleA/TotalSupportAmt07432937
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01315854
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0133822
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0535912
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0669734
IRS990ScheduleD/RevenueSubtotalAmt02029136
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0133822
IRS990ScheduleD/TotalExpensesPerForm990Amt01315854
IRS990ScheduleD/TotalRevenuePerForm990Amt02029136
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02029136
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01315854
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01181337
IRS990/TotalAssetsEOYAmt01898814
IRS990/TotalAssetsGrp/BOYAmt01181337
IRS990/TotalAssetsGrp/EOYAmt01898814
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01955256
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0149395
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01166459
IRS990/TotalFunctionalExpensesGrp/TotalAmt01315854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09688
IRS990/TotalLiabilitiesEOYAmt013883
IRS990/TotalLiabilitiesGrp/BOYAmt09688
IRS990/TotalLiabilitiesGrp/EOYAmt013883
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01171649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01884931
IRS990/TotalOtherProgSrvcExpenseAmt0120632
IRS990/TotalProgramServiceExpensesAmt01166459
IRS990/TotalProgramServiceRevenueAmt073187
IRS990/TotalRevenueGrp/ExclusionAmt0193
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073687
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02029136
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01181337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01898814
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0234 HEARN DRIVE
IRS990/USAddress/CityNm0CHATOM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036518
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNET MERIDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02518472970
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-11
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/PreparationDt02023-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CERESA M FRENKEL CPA
ReturnHeader/ReturnTs02023-02-15T11:40:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERIDA
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

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