Civic Intelligence

Sheltered Work Activity Program Inc.

990 • Fiscal year 2015 • EIN 73-1148788

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 24, 2016

Organization Profilewww.incor-ok.com

View Organization Page

210 E OkmulgeeMuskogee, OK 74402

(918) 683-8162

Siviq Scores

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

Liabilities / Assets

58th percentile

0.26x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.06x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

57th percentile

2.5%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-3.0%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,378,973

Up $33,874 (+2.5%) from 2014

Net Assets

Up

$1,014,158

Up $50,092 (+5.2%) from 2014

Liabilities

Down

$364,815

Down $16,218 (-4.3%) from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin42nd percentile

Revenue

Down

$5,791,350

Down $179,003 (-3.0%) from 2014

Expenses

Up

$5,741,258

Up $165,421 (+3.0%) from 2014

Net Income

Down

$50,092

Down $344,424 (-87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $973,602Liabilities 2011: $1,298,789Net Assets 2011: -$325,1872011Assets 2012: $1,046,427Liabilities 2012: $614,268Net Assets 2012: $432,1592012Assets 2013: $1,086,578Liabilities 2013: $517,028Net Assets 2013: $569,5502013Assets 2014: $1,345,099Liabilities 2014: $381,033Net Assets 2014: $964,0662014Assets 2015: $1,378,973Liabilities 2015: $364,815Net Assets 2015: $1,014,1582015Assets 2016: $1,447,744Liabilities 2016: $269,371Net Assets 2016: $1,178,3732016Assets 2017: $1,833,575Liabilities 2017: $257,868Net Assets 2017: $1,575,7072017Assets 2018: $2,210,096Liabilities 2018: $474,152Net Assets 2018: $1,735,9442018Assets 2019: $2,552,826Liabilities 2019: $486,723Net Assets 2019: $2,066,1032019Assets 2020: $3,449,713Liabilities 2020: $1,359,367Net Assets 2020: $2,090,3462020Assets 2021: $3,364,569Liabilities 2021: $544,656Net Assets 2021: $2,819,9132021Assets 2022: $3,971,710Liabilities 2022: $496,753Net Assets 2022: $3,474,9572022Assets 2023: $4,157,806Liabilities 2023: $452,821Net Assets 2023: $3,704,9852023Assets 2024: $3,516,167Liabilities 2024: $357,061Net Assets 2024: $3,159,1062024

Highlighted filing

2015

Assets$1,378,973
Liabilities$364,815
Net Assets$1,014,158
Open 2015 Filing

Operations Trend

Revenue Growth31st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,131,463Expenses 2011: $5,438,428Net Income 2011: -$306,9652011Revenue 2012: $5,883,035Expenses 2012: $5,125,689Net Income 2012: $757,3462012Expenses 2013: $5,180,2202013Revenue 2014: $5,970,353Expenses 2014: $5,575,837Net Income 2014: $394,5162014Revenue 2015: $5,791,350Expenses 2015: $5,741,258Net Income 2015: $50,0922015Revenue 2016: $5,717,798Expenses 2016: $5,553,583Net Income 2016: $164,2152016Revenue 2017: $5,471,104Expenses 2017: $5,073,770Net Income 2017: $397,3342017Revenue 2018: $5,195,656Expenses 2018: $5,035,419Net Income 2018: $160,2372018Revenue 2019: $5,508,814Expenses 2019: $5,178,655Net Income 2019: $330,1592019Revenue 2020: $5,687,138Expenses 2020: $5,662,895Net Income 2020: $24,2432020Revenue 2021: $5,912,788Expenses 2021: $5,924,921Net Income 2021: -$12,1332021Revenue 2022: $6,390,815Expenses 2022: $5,735,771Net Income 2022: $655,0442022Revenue 2023: $6,313,772Expenses 2023: $6,083,744Net Income 2023: $230,0282023Revenue 2024: $5,597,842Expenses 2024: $6,143,721Net Income 2024: -$545,8792024

Highlighted filing

2015

Revenue$5,791,350
Expenses$5,741,258
Net Income$50,092
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 24, 2016
Return Version
2014v6.0
Gross Receipts
$5,791,350
Mission and Program Overview

Mission

The organization provides residential and vocational support for persons with development disabilities in the Muskogee community.

The organization provides residential and vocational support for person with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$605,277$670,431▲ $65,154
Cash and Non-Interest-Bearing Accounts$356,632$323,803▼ $32,829
Accounts Receivable$275,440$311,906▲ $36,466
Prepaid Expenses and Deferred Charges$76,182$40,429▼ $35,753
Other Notes and Loans Receivable, Net$31,568$32,404▲ $836
Loans From Officers Directors$23,849$15,379▼ $8,470
Total Assets$1,345,099$1,378,973▲ $33,874
Liabilities
Accounts Payable and Accrued Expenses$306,041$313,842▲ $7,801
Mortgage Notes Payable Secured by Investment Property$51,143$35,594▼ $15,549
Total Liabilities$381,033$364,815▼ $16,218
Net Assets / Fund Balance
Unrestricted Net Assets$964,066$1,014,158▲ $50,092
Total Net Assets Fund Balance$964,066$1,014,158▲ $50,092
Total Liabilities and Net Assets / Fund Balance$1,345,099$1,378,973▲ $33,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$502,840$498,364$1,001,204
Equipment$60,694$342,314$403,008
Other Land Buildings$78,348$251,141$329,489
Land$28,549-$28,549
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Betsy BreenExecutive DirectorFT$75,205$75,205

Board Members and Trustees

NameTitle
Larry CraggPresident
Ann HenryVice-President
Jim McClureMember
Linda SmithMember
Lynn CraggMember
Nedra LewisMember
Les WestonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,291,288
Program Service Revenue
$303,850
Investment Income
$0
Other Revenue
$196,212
Change in Net Assets
$50,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,791,350
Total Revenue per Audited Statements
$5,791,350
Total Revenue per Form 990
$5,791,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,536,620
Other Expenses$1,204,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,401,510$325,030-$3,726,540
Other Employee Benefits$374,923$43,985-$418,908
Occupancy$357,712--$357,712
Payroll Taxes$282,790$33,177-$315,967
Travel$232,138--$232,138
Insurance$170,427--$170,427
Depreciation Depletion$84,411--$84,411
Fees for Services Accounting-$83,415-$83,415
Office Expenses$83,132--$83,132
Current Officers, Directors, Trustees, and Key Employees-$75,205-$75,205
Other Expenses$26,344--$26,344
Advertising$8,676--$8,676
All Other Expenses$5,821--$5,821
Interest$4,381--$4,381
Fees for Services Legal-$2,915-$2,915
Total Functional Expenses$5,177,531$563,727$0$5,741,258

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,741,258
Total Expenses per Audited Statements$5,741,258
Total Expenses per Form 990$5,741,258
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$23,849$15,379▼ $8,470
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 B, Line 11B

“The Form 990 is reviewed by the Executive Director prior to submission and Board reviews as requested.”

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

“Board members and Officers of the Organization are required to disclose potential conflicts of interest as they arise and annually at designated board meetings.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined based on industry comparability data, discussion, and deliberation, and input from independent parties if necessary.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interset policy, and financial statements are available upon proper request.”

Filing and Contact Details

Filer

Filer Name
Sheltered Work Activity Program Inc
EIN
73-1148788
Phone
9186838162
Address
210 E Okmulgee, Muskogee, OK 74402
Doing Business As
Incor

Signing Officer

Name
Betsy Breen
Title
Executive Director
Signed
2016-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Breen
Formed
1982
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
173

Preparer

Firm
John Flusche CPA
Address
6851 S Canton, Tulsa, OK 74136
Preparer
John Flusche
Phone
9184888753
Raw XML AppendixShowing 400 of 466 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/BOYAmt0306041
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0313842
IRS990/AccountsReceivableGrp/BOYAmt0275440
IRS990/AccountsReceivableGrp/EOYAmt0311906
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The organization provides residential and vocational support for person with developmental disabilities.
IRS990/AdvertisingGrp/ProgramServicesAmt08676
IRS990/AdvertisingGrp/TotalAmt08676
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05821
IRS990/AllOtherExpensesGrp/TotalAmt05821
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CSN Financial Inc
IRS990/BooksInCareOfDetail/PhoneNum09187474179
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06202 S Lewis Ave Ste L
IRS990/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074136
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0356632
IRS990/CashNonInterestBearingGrp/EOYAmt0323803
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt075205
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075205
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05291288
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01204638
IRS990/CYOtherRevenueAmt0196212
IRS990/CYProgramServiceRevenueAmt0303850
IRS990/CYRevenuesLessExpensesAmt050092
IRS990/CYSalariesCompEmpBnftPaidAmt04536620
IRS990/CYTotalExpensesAmt05741258
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05791350
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt084411
IRS990/DepreciationDepletionGrp/TotalAmt084411
IRS990/Desc0The organization provides residential and vocational support for person with developmental disabilities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Incor
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0173
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05177531
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt083415
IRS990/FeesForServicesAccountingGrp/TotalAmt083415
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02915
IRS990/FeesForServicesLegalGrp/TotalAmt02915
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
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/KeyEmployeeInd0X
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/PersonNm0Betsy Breen
IRS990/Form990PartVIISectionAGrp/PersonNm1Larry Cragg
IRS990/Form990PartVIISectionAGrp/PersonNm2Ann Henry
IRS990/Form990PartVIISectionAGrp/PersonNm3Les Weston
IRS990/Form990PartVIISectionAGrp/PersonNm4Linda Smith
IRS990/Form990PartVIISectionAGrp/PersonNm5Nedra Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm6Lynn Cragg
IRS990/Form990PartVIISectionAGrp/PersonNm7Jim McClure
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt075205
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt05291288
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05791350
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt0170427
IRS990/InsuranceGrp/TotalAmt0170427
IRS990/InterestGrp/ProgramServicesAmt04381
IRS990/InterestGrp/TotalAmt04381
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01091819
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0605277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0670431
IRS990/LandBldgEquipCostOrOtherBssAmt01762250
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt023849
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt015379
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization provides residential and vocational support for person with developmental disabilities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt051143
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt035594
IRS990/NetAssetsOrFundBalancesBOYAmt0964066
IRS990/NetAssetsOrFundBalancesEOYAmt01014158
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0357712
IRS990/OccupancyGrp/TotalAmt0357712
IRS990/OfficeExpensesGrp/ProgramServicesAmt083132
IRS990/OfficeExpensesGrp/TotalAmt083132
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043985
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0374923
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0418908
IRS990/OtherExpensesGrp/Desc0Maintenace and Repair
IRS990/OtherExpensesGrp/Desc1Training and Dues
IRS990/OtherExpensesGrp/Desc2Program Supplies
IRS990/OtherExpensesGrp/Desc3Client Services
IRS990/OtherExpensesGrp/ProgramServicesAmt088153
IRS990/OtherExpensesGrp/ProgramServicesAmt118776
IRS990/OtherExpensesGrp/ProgramServicesAmt238337
IRS990/OtherExpensesGrp/ProgramServicesAmt326344
IRS990/OtherExpensesGrp/TotalAmt088153
IRS990/OtherExpensesGrp/TotalAmt118776
IRS990/OtherExpensesGrp/TotalAmt238337
IRS990/OtherExpensesGrp/TotalAmt326344
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0196212
IRS990/OtherRevenueTotalAmt0196212
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0325030
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03401510
IRS990/OtherSalariesAndWagesGrp/TotalAmt03726540
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt031568
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt032404
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033177
IRS990/PayrollTaxesGrp/ProgramServicesAmt0282790
IRS990/PayrollTaxesGrp/TotalAmt0315967
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076182
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040429
IRS990/PrincipalOfficerNm0Betsy Breen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0303850
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01110
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01176173
IRS990/PYOtherRevenueAmt0266292
IRS990/PYProgramServiceRevenueAmt05702951
IRS990/PYRevenuesLessExpensesAmt0394516
IRS990/PYSalariesCompEmpBnftPaidAmt04399664
IRS990/PYTotalExpensesAmt05575837
IRS990/PYTotalRevenueAmt05970353
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt050092
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05595136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05702951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05266628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05158977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05074383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026798075
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0196214
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt074930
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt045782
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt044342
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt056080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0417348
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98470
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt026798075
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05595136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05702951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05266628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05158977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05074383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026798075
IRS990ScheduleA/TotalSupportAmt027215423
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0502840
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0498364
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01001204
IRS990ScheduleD/EquipmentGrp/BookValueAmt060694
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0342314
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0403008
IRS990ScheduleD/ExpensesSubtotalAmt05741258
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt028549
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt028549
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt078348
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0251141
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0329489
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt05791350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0670431
IRS990ScheduleD/TotalExpensesPerForm990Amt05741258
IRS990ScheduleD/TotalRevenuePerForm990Amt05791350
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05791350
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05741258
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt015379
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Help cover cashflow issues
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt061215
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Edward and Betsy Breen
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Exec Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt015379
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Executive Director prior to submission and Board reviews as requested.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members and Officers of the Organization are required to disclose potential conflicts of interest as they arise and annually at designated board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is determined based on industry comparability data, discussion, and deliberation, and input from independent parties if necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, conflict of interset policy, and financial statements are available upon proper request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Marc Homes Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Incor Two Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200044654
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1264549328
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 c 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HUD Housing Project
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HUD Housing Project
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0210 E Okmulgee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1210 E Okmulgee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Muskogee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Muskogee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074402
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd174402
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt034074
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt114243
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Contract
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Contract
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Marc Homes Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Incor Two Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01345099

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,378,973
Liabilities
$364,815
Net assets
$1,014,158
Revenue
$5,791,350
Expenses
$5,741,258
Net income
$50,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.36$3.16$5.60$6.14$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.45$3.70$6.31$6.08$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.50$3.47$6.39$5.74$0.66
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.54$2.82$5.91$5.92$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.45$1.36$2.09$5.69$5.66$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.49$2.07$5.51$5.18$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.47$1.74$5.20$5.04$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.26$1.58$5.47$5.07$0.40
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.27$1.18$5.72$5.55$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.36$1.01$5.79$5.74$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.38$0.96$5.97$5.58$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.52$0.57$5.18
2012Summary only. Only limited summary data is available for this year.$1.05$0.61$0.43$5.88$5.13$0.76
2011Summary only. Only limited summary data is available for this year.$0.97$1.30$0.33$5.13$5.44$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $5M-$10M nonprofits