Civic Intelligence

Autauga-Elmore Mental Retardation Board

990 • Fiscal year 2018 • EIN 63-1170236

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 28, 2019

P O Box 1280Millbrook, AL 36054

(334) 285-0163

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.28x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.08x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-3.6%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,490,108

Up $19,600 (+1.3%) from 2017

Net Assets

Up

$1,073,937

Up $9,030 (+0.8%) from 2017

Liabilities

Up

$416,171

Up $10,570 (+2.6%) from 2017

Revenue

Down

$5,425,214

Down $201,025 (-3.6%) from 2017

Expenses

Down

$5,374,605

Down $31,429 (-0.6%) from 2017

Net Income

Down

$50,609

Down $169,596 (-77%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,152,228Liabilities 2011: $491,643Net Assets 2011: $660,5852011Assets 2012: $1,117,871Liabilities 2012: $428,811Net Assets 2012: $689,0602012Assets 2013: $1,227,183Liabilities 2013: $394,372Net Assets 2013: $832,8112013Assets 2014: $1,203,163Liabilities 2014: $410,571Net Assets 2014: $792,5922014Assets 2015: $1,246,425Liabilities 2015: $417,630Net Assets 2015: $828,7952015Assets 2016: $1,258,036Liabilities 2016: $413,334Net Assets 2016: $844,7022016Assets 2017: $1,470,508Liabilities 2017: $405,601Net Assets 2017: $1,064,9072017Assets 2018: $1,490,108Liabilities 2018: $416,171Net Assets 2018: $1,073,9372018Assets 2019: $1,543,342Liabilities 2019: $443,453Net Assets 2019: $1,099,8892019Assets 2020: $1,588,797Liabilities 2020: $428,025Net Assets 2020: $1,160,7722020Assets 2021: $2,091,483Liabilities 2021: $453,684Net Assets 2021: $1,637,7992021Assets 2022: $2,801,188Liabilities 2022: $1,028,637Net Assets 2022: $1,772,5512022Assets 2023: $2,771,407Liabilities 2023: $1,020,826Net Assets 2023: $1,750,5812023Assets 2024: $2,718,965Liabilities 2024: $1,099,123Net Assets 2024: $1,619,8422024

Highlighted filing

2018

Assets$1,490,108
Liabilities$416,171
Net Assets$1,073,937

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $5,094,2082011Expenses 2012: $4,861,8122012Expenses 2013: $5,105,1632013Revenue 2014: $5,354,916Expenses 2014: $5,396,434Net Income 2014: -$41,5182014Revenue 2015: $5,606,800Expenses 2015: $5,570,597Net Income 2015: $36,2032015Revenue 2016: $5,485,989Expenses 2016: $5,472,485Net Income 2016: $13,5042016Revenue 2017: $5,626,239Expenses 2017: $5,406,034Net Income 2017: $220,2052017Revenue 2018: $5,425,214Expenses 2018: $5,374,605Net Income 2018: $50,6092018Revenue 2019: $5,327,633Expenses 2019: $5,301,681Net Income 2019: $25,9522019Revenue 2020: $5,630,472Expenses 2020: $5,569,589Net Income 2020: $60,8832020Revenue 2021: $5,567,434Expenses 2021: $5,090,407Net Income 2021: $477,0272021Revenue 2022: $5,921,779Expenses 2022: $5,787,027Net Income 2022: $134,7522022Revenue 2023: $6,434,529Expenses 2023: $6,456,499Net Income 2023: -$21,9702023Revenue 2024: $5,928,372Expenses 2024: $6,154,262Net Income 2024: -$225,8902024

Highlighted filing

2018

Revenue$5,425,214
Expenses$5,374,605
Net Income$50,609
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 28, 2019
Return Version
2017v2.3
Gross Receipts
$5,425,214
Mission and Program Overview

Mission

The organization was formed for the purpose of enhancing the lives of mentally retarded persons living the autauga and elmore counties of alabama.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$764,200$755,832▼ $8,368
Accounts Receivable$496,169$498,758▲ $2,589
Land, Buildings, and Equipment, Net$200,191$191,785▼ $8,406
Other Notes and Loans Receivable, Net$3,816$40,112▲ $36,296
Prepaid Expenses and Deferred Charges$5,832$3,321▼ $2,511
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$1,470,508$1,490,108▲ $19,600
Liabilities
Accounts Payable and Accrued Expenses$447,180$416,171▼ $31,009
Total Liabilities$447,180$416,171▼ $31,009
Net Assets / Fund Balance
Unrestricted Net Assets$1,023,328$1,073,937▲ $50,609
Total Net Assets Fund Balance$1,023,328$1,073,937▲ $50,609
Total Liabilities and Net Assets / Fund Balance$1,470,508$1,490,108▲ $19,600

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$52,553$36,899$89,452
Leasehold Improvements$48,978$36,677$85,655
Other Land Buildings$25,077$43,894$68,971
Land$65,177-$65,177
Equipment-$9,485$9,485
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cindy MerijanianDirector
Nancy CooperDirector
Richard YonDirector
Sarah McdanielDirector
Susan PinsonDirector
Thomas SparksDirector
Steve WelchExecutive Di

Highest Paid Contractors

ContractorServicesLocationCompensation
Mrdd ServicesMgmt, AcctgPO BOX 507, Rainsville, AL 35986$262,176
Revenue and Support

Revenue Composition

Contributions and Grants
$6,092
Program Service Revenue
$5,413,812
Investment Income
$1,157
Other Revenue
$4,153
All Other Contributions
$6,092
Change in Net Assets
$50,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,425,214
Total Revenue per Audited Statements
$5,425,214
Total Revenue per Form 990
$5,425,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,513,030
Salaries, Compensation, and Employee Benefits$861,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$609,066$72,955-$682,021
Other Employee Benefits$108,550$9,108-$117,658
All Other Expenses$56,976$52,846-$109,822
Travel$52,894$14,427-$67,321
Payroll Taxes$49,362$6,318-$55,680
Insurance-$35,195-$35,195
Other Expenses$40,566$18,611-$18,611
Fees for Services Accounting-$10,500-$10,500
Occupancy-$9,364-$9,364
Depreciation Depletion$8,406--$8,406
Pension Plan Contributions$4,340$1,876-$6,216
Interest-$6-$6
Total Functional Expenses$4,881,223$493,382$0$5,374,605

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,374,605
Total Expenses per Audited Statements$5,374,605
Total Expenses per Form 990$5,374,605
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
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Mrdd services provides management, contract, and accounting services for the organization.

Form 990, Page 6, Part VI, Line 11B

Reviewed and approved by the executive director.

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

Reviewed annually by the board.

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

Management contract is approved by the board on an annual basis.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Autauga-elmore Mr Board Inc
EIN
63-1170236
Phone
3342850163
Address
P O BOX 1280, MILLBROOK, AL 36054

Signing Officer

Name
Steve Welch
Title
Executive Director
Phone
3342852608
Signed
2019-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Welch
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
39

Preparer

Firm
Barfield Murphy Shank & Smith LLC
Address
PO BOX 1070, GADSDEN, AL 35902-1070
Preparer
M Todd Hindsman CPA
Phone
2565472588
Raw XML Appendix395 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0345
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02383
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027499779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04537
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012042
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82050
IRS990ScheduleA/PublicSupportPY170Pct00.74190
IRS990ScheduleA/PublicSupportTotal170Amt065937
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09781
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065937
IRS990ScheduleA/TotalSupportAmt080362
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt052553
IRS990ScheduleD/BuildingsGrp/DepreciationAmt036899
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt089452
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09485
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09485
IRS990ScheduleD/ExpensesSubtotalAmt05374605
IRS990ScheduleD/LandGrp/BookValueAmt065177
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065177
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt048978
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036677
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt085655
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025077
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043894
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt068971
IRS990ScheduleD/RevenueSubtotalAmt05425214
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0191785
IRS990ScheduleD/TotalExpensesPerForm990Amt05374605
IRS990ScheduleD/TotalRevenuePerForm990Amt05425214
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05425214
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05374605
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MRDD SERVICES PROVIDES MANAGEMENT, CONTRACT, AND ACCOUNTING SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT CONTRACT IS APPROVED BY THE BOARD ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01490108
IRS990/TotalAssetsGrp/BOYAmt01470508
IRS990/TotalAssetsGrp/EOYAmt01490108
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06092
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0493382
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04881223
IRS990/TotalFunctionalExpensesGrp/TotalAmt05374605
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0447180
IRS990/TotalLiabilitiesEOYAmt0416171
IRS990/TotalLiabilitiesGrp/BOYAmt0447180
IRS990/TotalLiabilitiesGrp/EOYAmt0416171
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01023328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01073937
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02214260
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02214260
IRS990/TotalProgramServiceExpensesAmt04881223
IRS990/TotalProgramServiceRevenueAmt05413812
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05419122
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05425214
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01470508
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01490108
IRS990/TravelGrp/ManagementAndGeneralAmt014427
IRS990/TravelGrp/ProgramServicesAmt052894
IRS990/TravelGrp/TotalAmt067321
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01023328
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01073937
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342852608
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUTAUGA-ELMORE MR BOARD INC
ReturnHeader/Filer/BusinessNameControlTxt0AUTA
ReturnHeader/Filer/EIN0631170236
ReturnHeader/Filer/PhoneNum03342850163
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1280
ReturnHeader/Filer/USAddress/CityNm0MILLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036054
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D583EC258C954332D4AA55BCFF7664A38D4BDCA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A1CA35A86F3E7DD49D3A0F40347E98BC3F0880CD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.254.230.2
ReturnHeader/FilingSecurityInformation/IPDt02019-01-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:22:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARFIELD MURPHY SHANK & SMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1070
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GADSDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0359021070
ReturnHeader/PreparerPersonGrp/PhoneNum02565472588
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M TODD HINDSMAN CPA
ReturnHeader/ReturnTs02019-01-31T15:22:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$1.10$1.62$5.93$6.15$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.77$1.02$1.75$6.43$6.46$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.80$1.03$1.77$5.92$5.79$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.45$1.64$5.57$5.09$0.48
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.43$1.16$5.63$5.57$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.44$1.10$5.33$5.30$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.42$1.07$5.43$5.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.41$1.06$5.63$5.41$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.41$0.84$5.49$5.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.42$0.83$5.61$5.57$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.41$0.79$5.35$5.40$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.39$0.83$5.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.43$0.69$4.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.49$0.66$5.09