Civic Intelligence

Reaching Maximum Independence Inc

EIN 74-2243259 • 501(c)3 • San Antonio, TX

Profile

The mission of Reaching Maximum Independence, Inc. is to assist individuals with intellectual and developmental disabilities (IDD) reach their maximum level of independence.

8242 Vicar DrSan Antonio, TX 78218

www.rmihomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.38x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.37x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

22nd percentile

-7.9%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-7.2%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

23rd percentile

-7.9%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$5,150,954

Down $667,021 (-11%) from 2024

Liabilities

Down

$1,948,117

Down $292,512 (-13%) from 2024

Net Assets

Down

$3,202,837

Down $374,509 (-10%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin22nd percentile

Revenue

Down

$5,215,767

Down $451,266 (-8.0%) from 2024

Expenses

Down

$5,630,275

Down $556,834 (-9.0%) from 2024

Net Income

Up

-$414,508

Up $105,568 (+20%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,276,734Liabilities 2011: $633,710Net Assets 2011: $1,643,0242011Assets 2012: $2,586,072Liabilities 2012: $795,680Net Assets 2012: $1,790,3922012Assets 2013: $2,323,484Liabilities 2013: $650,643Net Assets 2013: $1,672,8412013Assets 2014: $2,362,000Liabilities 2014: $645,831Net Assets 2014: $1,716,1692014Assets 2015: $2,424,196Liabilities 2015: $703,803Net Assets 2015: $1,720,3932015Assets 2016: $2,480,224Liabilities 2016: $643,518Net Assets 2016: $1,836,7062016Assets 2017: $2,880,292Liabilities 2017: $918,408Net Assets 2017: $1,961,8842017Assets 2018: $3,022,349Liabilities 2018: $905,598Net Assets 2018: $2,116,7512018Assets 2019: $3,382,943Liabilities 2019: $1,193,313Net Assets 2019: $2,189,6302019Assets 2020: $4,067,546Liabilities 2020: $1,801,168Net Assets 2020: $2,266,3782020Assets 2022: $6,439,260Liabilities 2022: $2,209,876Net Assets 2022: $4,229,3842022Assets 2023: $6,419,738Liabilities 2023: $2,346,970Net Assets 2023: $4,072,7682023Assets 2024: $5,817,975Liabilities 2024: $2,240,629Net Assets 2024: $3,577,3462024Assets 2025: $5,150,954Liabilities 2025: $1,948,117Net Assets 2025: $3,202,8372025

Highlighted filing

2025

Assets$5,150,954
Liabilities$1,948,117
Net Assets$3,202,837
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,239,1712011Revenue 2012: $3,634,663Expenses 2012: $3,482,638Net Income 2012: $152,0252012Expenses 2013: $3,674,4502013Revenue 2014: $3,669,213Expenses 2014: $3,660,238Net Income 2014: $8,9752014Revenue 2015: $3,741,099Expenses 2015: $3,689,420Net Income 2015: $51,6792015Revenue 2016: $3,964,064Expenses 2016: $3,844,632Net Income 2016: $119,4322016Revenue 2017: $4,204,340Expenses 2017: $4,093,925Net Income 2017: $110,4152017Revenue 2018: $4,853,889Expenses 2018: $4,720,816Net Income 2018: $133,0732018Revenue 2019: $5,054,564Expenses 2019: $4,980,682Net Income 2019: $73,8822019Revenue 2020: $5,487,191Expenses 2020: $5,411,252Net Income 2020: $75,9392020Revenue 2022: $6,666,818Expenses 2022: $5,413,069Net Income 2022: $1,253,7492022Revenue 2023: $5,599,182Expenses 2023: $5,597,848Net Income 2023: $1,3342023Revenue 2024: $5,667,033Expenses 2024: $6,187,109Net Income 2024: -$520,0762024Revenue 2025: $5,215,767Expenses 2025: $5,630,275Net Income 2025: -$414,5082025

Highlighted filing

2025

Revenue$5,215,767
Expenses$5,630,275
Net Income-$414,508
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,150,954
Liabilities
$1,948,117
Net assets
$3,202,837
Revenue
$5,215,767
Expenses
$5,630,275
Net income
-$414,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.15$1.95$3.20$5.22$5.63$0.41
2024Detailed filing. Detailed filing data is available for this year.$5.82$2.24$3.58$5.67$6.19$0.52
2023Detailed filing. Detailed filing data is available for this year.$6.42$2.35$4.07$5.60$5.60$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.44$2.21$4.23$6.67$5.41$1.25
2020Detailed filing. Detailed filing data is available for this year.$4.07$1.80$2.27$5.49$5.41$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.38$1.19$2.19$5.05$4.98$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.91$2.12$4.85$4.72$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.92$1.96$4.20$4.09$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.64$1.84$3.96$3.84$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.70$1.72$3.74$3.69$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.65$1.72$3.67$3.66$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.65$1.67$3.67
2012Summary only. Only limited summary data is available for this year.$2.59$0.80$1.79$3.63$3.48$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.63$1.64$3.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.5
Gross Receipts
$5,220,956
Mission and Program Overview

Mission

Reaching maximum independence, inc. Is a private non-profit corporation whose purpose is to provide high quality residential and vocational alternatives in san antonio and suburban neighborhoods for persons with developmental disabilities and related disabilities (organic personality disorder, mental health disabilities, seizure disorder, etc.). A group of seven families with adult children/siblings with disabilities originally founded our organization through the association for retarded citizens in 1982. Rmi was separately incorporated in 1988 and obtained our 501 (c) (3) in 1990. We had a name change several years ago and became reaching maximum independence.through its housing of individuals with developmental disabilities and other, they were able to accomodate approximately

Reaching maximum independence, inc. Is a private non-profit corporation whose purpose is to provide high quality residential and vocational alternatives in san antonio and suburban neighborhoods for persons with developmental disabilities and related disabilities (organic personality disorder, mental health disabilities, seizure disorder, etc)a group of seven families with adult children/siblings with disabilities originally founded our organization through the association for retarded citizens in 1982. Rmi was separately incorporated in 1988 and obtained our 501(c)(3) in 1990. We had a name change several years ago and became reaching maximum independence.through its housing of individuals with developmental disabilities and other programs, they were able to accomodate approximately 198 individuals with disabilities in residential and rehab programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,938,443$3,830,950▼ $107,493
Investments in Publicly Traded Securities$377,614$417,612▲ $39,998
Accounts Receivable$540,300$385,800▼ $154,500
Cash and Non-Interest-Bearing Accounts$747,171$291,067▼ $456,104
Prepaid Expenses and Deferred Charges-$44,001-
Savings and Temporary Cash Investments$1,408$4,143▲ $2,735
Total Assets$5,817,975$5,150,954▼ $667,021
Other Assets Total$213,039$177,381▼ $35,658
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,699,295$1,512,645▼ $186,650
Accounts Payable and Accrued Expenses$417,681$357,850▼ $59,831
Other Liabilities$123,653$77,622▼ $46,031
Total Liabilities$2,240,629$1,948,117▼ $292,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,093,972$2,772,725▼ $321,247
Net Assets With Donor Restrictions$483,374$430,112▼ $53,262
Total Net Assets Fund Balance$3,577,346$3,202,837▼ $374,509
Total Liabilities and Net Assets / Fund Balance$5,817,975$5,150,954▼ $667,021

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,622,382-$2,622,382
Leasehold Improvements$2,520,440-$2,520,440
Equipment$978,171-$978,171
Other Land Buildings$-2,290,043$2,290,043-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
John SchwabFormer Executive DirectorFT$85,986$85,986
Margo MorenoFormer Interim CEOFT$27,895$27,895

Board Members and Trustees

NameTitle
Jerry TerryChairman
Michele HoskinsCEO/president
Marcia StipekVice Chair
Daisy TorresMember
Jerry DuterroilMember
Kristen SalazarMember
Mary Hanlon-hillisMember
Maurice BridgesMember
Susan OsborneMember
Kenda WilloughbySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$303,661
Program Service Revenue
$4,856,082
Investment Income
$4,742
Other Revenue
$51,282
All Other Contributions
$303,661
Change in Net Assets
$-414,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,211,960
Revenue Not Reported on Financial Statements
$3,807
Revenue Not Reported on Form 990
$43,660
Total Revenue per Audited Statements
$5,255,620
Total Revenue per Form 990
$5,215,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,256,584
Other Expenses$2,373,691
Total Fundraising Expense$58,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,817,864$191,712$33,474$3,043,050
Fees for Services Other$949,057--$949,057
Occupancy$238,820$16,011$6,294$261,125
Depreciation Depletion$209,487$20,518$6,918$236,923
Office Expenses$194,090$16,721$4,743$215,554
Insurance$116,515$7,927$1,384$125,826
Travel$100,059$23,201$1,416$124,676
Current Officers, Directors, Trustees, and Key Employees$105,454$7,174$1,253$113,881
Information Technology$66,503$4,525$790$71,818
Interest$60,633$4,125$720$65,478
Other Employee Benefits$59,904$4,076$711$64,691
Pension Plan Contributions$32,374$2,203$385$34,962
All Other Expenses$24,521$1,059$185$25,765
Other Expenses$19,600$810$152$20,562
Fees for Service Investment Mgmnt Fees-$3,807-$3,807
Total Functional Expenses$5,267,981$303,869$58,425$5,630,275

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,630,275
Total Expenses per Audited Statements$5,630,129
Expenses per Audited Statements$5,626,468
Expenses Not Reported on Financial Statements$3,807
Expenses Not Reported on Form 990$3,661
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,000
Gaming Gross Income$6,000
Gaming Direct Expenses$3,661
Fundraising Direct Expenses$1,528
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champion Award$16,000$16,000$1,528$14,472
Total Events$16,000$16,000$1,528$14,472
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$77,381
Financing Lease Liabilities$241
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 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
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 board president reviews and signs the tax return prior to mailing to the irs. A copy is emailed to each of the board members.”

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

“There is an annual sign off compliance in december of each year. Conflicts will be resolved by the board.”

Form 990, Part VI, Section B, Line 15

“The board of directors decides the executive directors and other key employee salaries, and if any, bonus', based on a review of the annual san antonio not for profit wage and benefit survey.”

Form 990, Part VI, Section C, Line 18

“The organization will provide a copy of their form's 1023 and/or 990 upon written request.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Reaching Maximum Independence
EIN
74-2243259
Phone
2106566674
Address
8242 VICAR DR, SAN ANTONIO, TX 78218

Signing Officer

Name
David Barnett
Title
Comptroller
Phone
2106566674
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Barnett
Formed
1982
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
139
Volunteers
5

Preparer

Firm
Adkf Pc
Address
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Joseph a Hernandez
Phone
2108291300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 949,057. Management and general expenses 0. Fundraising expenses 0. Total expenses 949,057.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Expenses netted to bingo revenues”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses netted to bingo revenues”

Part V, Line 4

“To be used for purchases of future homes for clients”

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IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN SCHWAB
IRS990/Form990PartVIISectionAGrp/PersonNm10MARGO MORENO
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHELE HOSKINS
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