Civic Intelligence

Adoption Affiliates Inc

990 • Fiscal year 2017 • EIN 74-2466525

Mar 01, 2016 to Feb 28, 2017 • Filed on Jul 11, 2017

215 W OlmosSan Antonio, TX 78212

(210) 824-9939

Siviq Scores

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

Liabilities / Assets

99th percentile

5.92x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

3.40x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$111,254

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 68.1% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-9.6%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

545%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$93,696

Flat from 2017

Net Assets

Flat

-$461,059

Flat from 2017

Liabilities

Flat

$554,755

Flat from 2017

Revenue

Flat

$163,268

Flat from 2017

Expenses

Flat

$290,677

Flat from 2017

Net Income

Flat

-$127,409

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500K-$1.0MAssets 2011: $244,829Liabilities 2011: $256,777Net Assets 2011: -$11,9482011Assets 2012: $226,703Liabilities 2012: $388,396Net Assets 2012: -$161,6932012Assets 2013: $155,074Liabilities 2013: $14,072Net Assets 2013: $141,0022013Assets 2014: $136,241Liabilities 2014: $127,336Net Assets 2014: $8,9052014Assets 2015: $149,171Liabilities 2015: $238,651Net Assets 2015: -$89,4802015Assets 2016: $103,667Liabilities 2016: $437,317Net Assets 2016: -$333,6502016Assets 2017: $93,696Liabilities 2017: $554,755Net Assets 2017: -$461,0592017Assets 2017: $93,696Liabilities 2017: $554,755Net Assets 2017: -$461,0592017Assets 2018: $90,035Liabilities 2018: $660,159Net Assets 2018: -$570,1242018Assets 2019: $23,375Liabilities 2019: $23,375Net Assets 2019: $02019

Highlighted filing

2017

Assets$93,696
Liabilities$554,755
Net Assets-$461,059

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $475,3682011Expenses 2012: $429,5632012Expenses 2013: $445,7642013Revenue 2014: $195,219Expenses 2014: $327,316Net Income 2014: -$132,0972014Revenue 2015: $259,195Expenses 2015: $357,581Net Income 2015: -$98,3862015Revenue 2016: $25,299Expenses 2016: $269,469Net Income 2016: -$244,1702016Revenue 2017: $163,268Expenses 2017: $290,677Net Income 2017: -$127,4092017Revenue 2017: $163,268Expenses 2017: $290,677Net Income 2017: -$127,4092017Revenue 2018: $66,280Expenses 2018: $175,345Net Income 2018: -$109,0652018Revenue 2019: $630,188Expenses 2019: $60,064Net Income 2019: $570,1242019

Highlighted filing

2017

Revenue$163,268
Expenses$290,677
Net Income-$127,409
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jul 11, 2017
Return Version
2016v3.0
Gross Receipts
$163,268
Mission and Program Overview

Mission

See schedule o. Page 1, part i, 1 and page 2, part iii, 1: mission statement adoption affiliates, inc. Is a private, nonprofit, child-placement agency licensed in the states of texas and oklahoma. We work with birth mothers from all states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$76,492$69,907▼ $6,585
Prepaid Expenses and Deferred Charges$26,090$22,514▼ $3,576
Cash and Non-Interest-Bearing Accounts$1,085$1,275▲ $190
Total Assets$103,667$93,696▼ $9,971
Liabilities
Other Liabilities$421,355$550,119▲ $128,764
Deferred Revenue$12,000--
Accounts Payable and Accrued Expenses$3,962$4,636▲ $674
Total Liabilities$437,317$554,755▲ $117,438
Net Assets / Fund Balance
Unrestricted Net Assets$-333,650$-461,059▼ $127,409
Total Net Assets Fund Balance$-333,650$-461,059▼ $127,409
Total Liabilities and Net Assets / Fund Balance$103,667$93,696▼ $9,971

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,357$171,647$202,004
Land$39,550-$39,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn Eldridge JdChair/presidPT$300$110,954$111,254
Janus Couve Lmsw-acpExecutive Di-$56,286-$56,286
Laura Burt CPATreasurer-$3,050$13,050$16,100
Alan Braid MdMedical Dire-$200$6,400$6,600
Charles Daily Jr JdDirector-$300$1,400$1,700
Julie Thorpe Msw LpcDirector-$300$1,400$1,700
Linda Rose Thornton BaSecretary/VP-$300$1,400$1,700
Martha Northington BaDirector-$300$1,400$1,700
Paula Starnes CdpDirector-$200$1,050$1,250
Phil ReiningerDirector-$200$1,050$1,250
Robert Prince MdDirector-$200$700$900
Carla Dowben JdDirector--$350$350
Revenue and Support

Revenue Composition

Contributions and Grants
$3,129
Program Service Revenue
$145,600
Investment Income
$0
Other Revenue
$14,539
All Other Contributions
$3,129
Change in Net Assets
$-127,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,462
Salaries, Compensation, and Employee Benefits$63,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$29,287$31,728-$61,015
Other Salaries and Wages$47,843$8,443-$56,286
Advertising$38,332--$38,332
Occupancy$20,103$11,330-$31,433
Fees for Services Other$19,908--$19,908
Fees for Services Legal$17,075--$17,075
Travel$11,766$2,076-$13,842
Insurance-$12,771-$12,771
Fees for Services Accounting$10,150--$10,150
Office Expenses$3,826$3,309-$7,135
Payroll Taxes$5,890$1,039-$6,929
Depreciation Depletion$132$6,453-$6,585
Fees for Services Management-$4,829-$4,829
Information Technology$3,671$648-$4,319
Interest-$68-$68
Total Functional Expenses$207,983$82,694$0$290,677
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances From Affiliates$550,119
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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

Form 990 is prepared by a cpa, who also serves as the treasurer, and is reviewed closely with the president. The governing board approved the return at their busuness meeting of june 4, 2017.

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

Annual written disclosures of conflicts of interest are required of every board member.

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

Written evaluations are prepared annually of the executive director. Compensation is reviewed and approved by the board.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Adoption Affiliates Inc
EIN
74-2466525
Phone
2108249939
Address
215 W OLMOS, SAN ANTONIO, TX 78212

Signing Officer

Name
Marilyn Eldridge Jd
Title
Chair/president
Phone
2108249939
Signed
2017-07-11

Organization Details

Principal Officer
Marilyn Eldridge Jd
Formed
1987
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Laura E Burt CPA
Address
1100 NW LOOP 410 STE 700, SAN ANTONIO, TX 78213
Preparer
Laura E Burt CPA
Phone
2104039409
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Page 1, part i, 1, and page 2, part iii 1: mission statement adoption affiliates, inc. Is a private, nonprofit, child-placing agency licensed in the states of texas and oklahoma. We work with birth mothers from all states. Adoption affiliates provides comprehensive services to birth parents, recruits and prepares adoptive parents for placement, supervises adoptive placements for six months, and then serves as a liasion and resource for birth parents and adoptive parents in the future. Adoption affiliates was founded in 1987 to assist pregnant women who are not ready to parent and who consider fulfilling their parenting responsibility by making an adoption plan for their baby. Adoption affiliates cares a great deal about the clients they work with and assists them as they make significant decisions about their reproductive lives and build their families. Through the years we have worked with many wonderful people, birth parents and adoptive parents, and have placed over 700 precious children with loving families, including many minority and hard- to-place infants.

Form 990, Page 12, Part XII, Line 2C

The state of texas no longer requires audited financial statements from adoption agencies. Therefore, we did not engage one for the year ended february 28, 2017.

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IRS990/MissionDesc0PAGE 1, PART I, 1, AND PAGE 2, PART III 1: MISSION STATEMENT ADOPTION AFFILIATES, INC. IS A PRIVATE, NONPROFIT, CHILD-PLACING AGENCY LICENSED IN THE STATES OF TEXAS AND OKLAHOMA. WE WORK WITH BIRTH MOTHERS FROM ALL STATES. ADOPTION AFFILIATES PROVIDES COMPREHENSIVE SERVICES TO BIRTH PARENTS, RECRUITS AND PREPARES ADOPTIVE PARENTS FOR PLACEMENT, SUPERVISES ADOPTIVE PLACEMENTS FOR SIX MONTHS, AND THEN SERVES AS A LIASION AND RESOURCE FOR BIRTH PARENTS AND ADOPTIVE PARENTS IN THE FUTURE. ADOPTION AFFILIATES WAS FOUNDED IN 1987 TO ASSIST PREGNANT WOMEN WHO ARE NOT READY TO PARENT AND WHO CONSIDER FULFILLING THEIR PARENTING RESPONSIBILITY BY MAKING AN ADOPTION PLAN FOR THEIR BABY. ADOPTION AFFILIATES CARES A GREAT DEAL ABOUT THE CLIENTS THEY WORK WITH AND ASSISTS THEM AS THEY MAKE SIGNIFICANT DECISIONS ABOUT THEIR REPRODUCTIVE LIVES AND BUILD THEIR FAMILIES. THROUGH THE YEARS WE HAVE WORKED WITH MANY WONDERFUL PEOPLE, BIRTH PARENTS AND ADOPTIVE PARENTS, AND HAVE PLACED OVER 700 PRECIOUS CHI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAGE 1, PART I, 1, AND PAGE 2, PART III 1: MISSION STATEMENT ADOPTION AFFILIATES, INC. IS A PRIVATE, NONPROFIT, CHILD-PLACING AGENCY LICENSED IN THE STATES OF TEXAS AND OKLAHOMA. WE WORK WITH BIRTH MOTHERS FROM ALL STATES. ADOPTION AFFILIATES PROVIDES COMPREHENSIVE SERVICES TO BIRTH PARENTS, RECRUITS AND PREPARES ADOPTIVE PARENTS FOR PLACEMENT, SUPERVISES ADOPTIVE PLACEMENTS FOR SIX MONTHS, AND THEN SERVES AS A LIASION AND RESOURCE FOR BIRTH PARENTS AND ADOPTIVE PARENTS IN THE FUTURE. ADOPTION AFFILIATES WAS FOUNDED IN 1987 TO ASSIST PREGNANT WOMEN WHO ARE NOT READY TO PARENT AND WHO CONSIDER FULFILLING THEIR PARENTING RESPONSIBILITY BY MAKING AN ADOPTION PLAN FOR THEIR BABY. ADOPTION AFFILIATES CARES A GREAT DEAL ABOUT THE CLIENTS THEY WORK WITH AND ASSISTS THEM AS THEY MAKE SIGNIFICANT DECISIONS ABOUT THEIR REPRODUCTIVE LIVES AND BUILD THEIR FAMILIES. THROUGH THE YEARS WE HAVE WORKED WITH MANY WONDERFUL PEOPLE, BIRTH PARENTS AND ADOPTIVE PARENTS, AND HAVE PLACED OVER 700 PRECIOUS CHILDREN WITH LOVING FAMILIES, INCLUDING MANY MINORITY AND HARD- TO-PLACE INFANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY A CPA, WHO ALSO SERVES AS THE TREASURER, AND IS REVIEWED CLOSELY WITH THE PRESIDENT. THE GOVERNING BOARD APPROVED THE RETURN AT THEIR BUSUNESS MEETING OF JUNE 4, 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL WRITTEN DISCLOSURES OF CONFLICTS OF INTEREST ARE REQUIRED OF EVERY BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WRITTEN EVALUATIONS ARE PREPARED ANNUALLY OF THE EXECUTIVE DIRECTOR. COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE STATE OF TEXAS NO LONGER REQUIRES AUDITED FINANCIAL STATEMENTS FROM ADOPTION AGENCIES. THEREFORE, WE DID NOT ENGAGE ONE FOR THE YEAR ENDED FEBRUARY 28, 2017.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 2C
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN ELDRIDGE JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02108249939
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-11
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