Civic Intelligence

Health and Behavioral Dimensions Incorporated

990 • Fiscal year 2015 • EIN 65-1162834

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

2269 S University Drive Suite 338Davie, FL 33324

(954) 260-3234

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

51st percentile

2.9%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$146,332

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,255,376

Up $156,708 (+14%) from 2014

Net Assets

Up

$1,206,328

Up $110,900 (+10%) from 2014

Liabilities

Up

$49,048

Up $45,808 (+1414%) from 2014

Revenue

Up

$4,185,627

Up $645,607 (+18%) from 2014

Expenses

Up

$4,065,840

Up $301,670 (+8.0%) from 2014

Net Income

Up

$119,787

Up $343,937 (+153%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $120,353Liabilities 2010: $0Net Assets 2010: $120,3532010Assets 2011: $814,610Liabilities 2011: $239Net Assets 2011: $814,3712011Assets 2012: $1,130,617Liabilities 2012: $3,160Net Assets 2012: $1,127,4572012Assets 2013: $1,319,736Liabilities 2013: $160Net Assets 2013: $1,319,5762013Assets 2014: $1,098,668Liabilities 2014: $3,240Net Assets 2014: $1,095,4282014Assets 2015: $1,255,376Liabilities 2015: $49,048Net Assets 2015: $1,206,3282015Assets 2016: $1,556,198Liabilities 2016: $18,354Net Assets 2016: $1,537,8442016Assets 2017: $1,384,352Liabilities 2017: $52,519Net Assets 2017: $1,331,8332017Assets 2018: $2,155,879Liabilities 2018: $1,001,165Net Assets 2018: $1,154,7142018Assets 2019: $2,506,584Liabilities 2019: $981,999Net Assets 2019: $1,524,5852019Assets 2020: $4,048,602Liabilities 2020: $1,185,906Net Assets 2020: $2,862,6962020Assets 2021: $4,538,813Liabilities 2021: $1,348,185Net Assets 2021: $3,190,6282021Assets 2022: $3,905,033Liabilities 2022: $1,580,589Net Assets 2022: $2,324,4442022Assets 2023: $4,469,731Liabilities 2023: $932,500Net Assets 2023: $3,537,2312023Assets 2024: $4,488,431Liabilities 2024: $825,740Net Assets 2024: $3,662,6912024

Highlighted filing

2015

Assets$1,255,376
Liabilities$49,048
Net Assets$1,206,328

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $2,960,990Expenses 2010: $3,057,817Net Income 2010: -$96,8272010Revenue 2011: $3,644,625Expenses 2011: $2,950,607Net Income 2011: $694,0182011Revenue 2012: $3,592,419Expenses 2012: $3,279,333Net Income 2012: $313,0862012Revenue 2013: $3,590,407Expenses 2013: $3,398,288Net Income 2013: $192,1192013Revenue 2014: $3,540,020Expenses 2014: $3,764,170Net Income 2014: -$224,1502014Revenue 2015: $4,185,627Expenses 2015: $4,065,840Net Income 2015: $119,7872015Revenue 2016: $4,299,108Expenses 2016: $4,020,459Net Income 2016: $278,6492016Revenue 2017: $4,367,545Expenses 2017: $4,550,213Net Income 2017: -$182,6682017Revenue 2018: $5,672,541Expenses 2018: $5,846,785Net Income 2018: -$174,2442018Revenue 2019: $7,308,993Expenses 2019: $6,942,578Net Income 2019: $366,4152019Revenue 2020: $8,622,304Expenses 2020: $7,284,500Net Income 2020: $1,337,8042020Revenue 2021: $7,422,101Expenses 2021: $7,094,171Net Income 2021: $327,9302021Revenue 2022: $7,853,971Expenses 2022: $8,721,604Net Income 2022: -$867,6332022Revenue 2023: $11,688,500Expenses 2023: $10,476,161Net Income 2023: $1,212,3392023Revenue 2024: $10,950,210Expenses 2024: $10,824,616Net Income 2024: $125,5942024

Highlighted filing

2015

Revenue$4,185,627
Expenses$4,065,840
Net Income$119,787
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$4,185,627
Mission and Program Overview

Mission

This organization has six residential group homes and an adult day training center for individuals with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,086,410$1,206,328▲ $119,918
Savings and Temporary Cash Investments$765,030$1,016,865▲ $251,835
Cash and Non-Interest-Bearing Accounts$191,189$128,843▼ $62,346
Land, Buildings, and Equipment, Net$121,796$97,605▼ $24,191
Other Notes and Loans Receivable, Net$75$363▲ $288
Total Assets$1,089,790$1,255,376▲ $165,586
Other Assets Total$11,700$11,700→ $0
Liabilities
Other Liabilities$3,380$49,048▲ $45,668
Total Liabilities$3,380$49,048▲ $45,668
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,086,410$1,206,328▲ $119,918
Total Liabilities and Net Assets / Fund Balance$1,089,790$1,255,376▲ $165,586

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,080$188,952$227,032
Leasehold Improvements$59,525-$59,525
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Faye DeckerSecretary/beFT$146,332$146,332
Virginia R GreenblattTreasurer/prFT$146,332$146,332
Tracy SeawrightDirectorFT$131,463$131,463
Barbara StachowiakPresidentPT$14,000$14,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,185,012
Investment Income
$615
Other Revenue
$0
Change in Net Assets
$119,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,080,054
Other Expenses$985,786
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,093,130--$2,093,130
Current Officers, Directors, Trustees, and Key Employees$382,127$56,000-$438,127
Occupancy$400,314--$400,314
Other Employee Benefits$316,427$8,314-$324,741
Payroll Taxes$215,266$8,790-$224,056
Insurance$119,927$35,838-$155,765
All Other Expenses$57,895$9,396-$67,291
Depreciation Depletion$35,038--$35,038
Office Expenses$16,348$14,694-$31,042
Other Expenses$16,381$54,097-$16,381
Fees for Services Accounting-$11,654-$11,654
Interest-$10,444-$10,444
Advertising$604$4,406-$5,010
Conferences and Meetings-$4,893-$4,893
Total Functional Expenses$3,847,314$218,526$0$4,065,840
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Virginia R GreenblattDirector/officeRent of Progr HomesNo$82,013
Fay DeckerDirector/officeRent of Progr HomesNo$33,450
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$48,678
Credit Card Payable-marriott Rewards$240
Loan Payable - Virginia$130
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
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 tax return is typically reviewed by the president and treasurer of the board of directors along with the tax return preparer.

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

This is a small organization and the amount of money paid to two of the officers are for being a program director and a behavior analyst in addition to tasks as directors. There is no formal policy in place at this time for the salary review for any of the officers.

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

See above comments regarding salary.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to appropriate interested parties upon request.

Filing and Contact Details

Filer

Filer Name
Health and Behavioral Dimensions
EIN
65-1162834
Phone
9542603234
Address
2269 S UNIVERSITY DRIVE SUITE 338, DAVIE, FL 33324

Signing Officer

Name
Virginia R Greenblatt
Title
Treasurer/progr Director
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia R Greenblatt
Formed
2004
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
2
Employees
126

Preparer

Firm
Hinkle Richter & Rhine Llp
Address
2600 NE 14TH STREET CAUSEWAY, POMPANO BEACH, FL 33062-8224
Preparer
Christopher L Root CPA Cva
Phone
9549412312
Supplemental Narrative

Additional Explanations

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

The organization has six residential group homes for individuals with developmental disabilities.

Form 990, Part XI, Line 9

Miscellaneous adjustment 131 total 131

Raw XML Appendix355 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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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt059525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1240
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2130
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE-MARRIOTT REWARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LOAN PAYABLE - VIRGINIA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt097605
IRS990ScheduleD/TotalLiabilityAmt049048
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0VIRGINIA R GREENBLATT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1FAY DECKER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR/OFFICE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR/OFFICE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt082013
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt133450
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT OF PROGR HOMES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1RENT OF PROGR HOMES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0WHEN THIS ORGANIZATION OPENED ITS FIRST RESIDENTIAL HOME IN THE PROGRAM, IT HAD NO CREDIT HISTORY AND BANKS WERE VERY RELUCTANT TO GIVE MORTGAGES AT A FAVORABLE RATE AND WOULD NOT EVEN CONSIDER A MORTGAGE WITHOUT THE RELATED PROPERTY AS COLLATERAL AND PERSONAL GUARANTEES BY THE BOARD OF DIRECTORS. OBTAINING A FAIR AND FAVORABLE RATE OF INTEREST ON MORTGAGE LOANS WAS A MAJOR ISSUE. THIS SITUATION WAS ADDRESSED BY BOARD MEMBERS USING THEIR INDIVIDUAL CREDIT TO PURCHASE THE RESIDENTIAL HOMES IN THEIR PERSONAL NAMES AND THEN RENTING THE HOUSES BACK TO THE ORGANIZATION ON AN ANNUAL BASIS. RENTAL RATES ARE DESIGNED TO BE COMPARABLE TO RENTAL RATES FOR LIKE PROPERTIES. BELOW IS A SCHEDULE OF RENTS PAID TO BOARD MEMBERS FOR THE YEAR: VIRGINIA R. GREENBLATT 82,013 FAY DECKER 33,450
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS SIX RESIDENTIAL GROUP HOMES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS TYPICALLY REVIEWED BY THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS ALONG WITH THE TAX RETURN PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS A SMALL ORGANIZATION AND THE AMOUNT OF MONEY PAID TO TWO OF THE OFFICERS ARE FOR BEING A PROGRAM DIRECTOR AND A BEHAVIOR ANALYST IN ADDITION TO TASKS AS DIRECTORS. THERE IS NO FORMAL POLICY IN PLACE AT THIS TIME FOR THE SALARY REVIEW FOR ANY OF THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE ABOVE COMMENTS REGARDING SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO APPROPRIATE INTERESTED PARTIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS ADJUSTMENT 131 TOTAL 131
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
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/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01089790
IRS990/TotalAssetsEOYAmt01255376
IRS990/TotalAssetsGrp/BOYAmt01089790
IRS990/TotalAssetsGrp/EOYAmt01255376
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0126
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0218526
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03847314
IRS990/TotalFunctionalExpensesGrp/TotalAmt04065840
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03380
IRS990/TotalLiabilitiesEOYAmt049048
IRS990/TotalLiabilitiesGrp/BOYAmt03380
IRS990/TotalLiabilitiesGrp/EOYAmt049048
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01086410
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01206328
IRS990/TotalOtherProgSrvcExpenseAmt0411604
IRS990/TotalProgramServiceExpensesAmt03847314
IRS990/TotalProgramServiceRevenueAmt04185012
IRS990/TotalReportableCompFromOrgAmt0438127
IRS990/TotalRevenueGrp/ExclusionAmt0615
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04185012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04185627
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01089790
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01255376
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIRGINIA R GREENBLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/PROGR DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH AND BEHAVIORAL DIMENSIONS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0651162834
ReturnHeader/Filer/PhoneNum09542603234
ReturnHeader/Filer/USAddress/AddressLine1Txt02269 S UNIVERSITY DRIVE SUITE 338
ReturnHeader/Filer/USAddress/CityNm0DAVIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033324
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591949459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINKLE RICHTER & RHINE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 NE 14TH STREET CAUSEWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMPANO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0330628224
ReturnHeader/PreparerPersonGrp/PhoneNum09549412312
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L ROOT CPA CVA
ReturnHeader/ReturnTs02016-11-10T12:19:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$0.83$3.66$11.0$10.8$0.13
2023Summary only. Only limited summary data is available for this year.$4.47$0.93$3.54$11.7$10.5$1.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$1.58$2.32$7.85$8.72$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$1.35$3.19$7.42$7.09$0.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$1.19$2.86$8.62$7.28$1.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.98$1.52$7.31$6.94$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$1.00$1.15$5.67$5.85$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.05$1.33$4.37$4.55$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.02$1.54$4.30$4.02$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.05$1.21$4.19$4.07$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$3.54$3.76$0.22
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$3.59$3.40$0.19
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$3.59$3.28$0.31
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$3.64$2.95$0.69
2010Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$2.96$3.06$0.10