Civic Intelligence

Adoption Affiliates Inc

990 • Fiscal year 2018 • EIN 74-2466525

Mar 01, 2017 to Feb 28, 2018 • Filed on Sep 09, 2018

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

7.33x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

9.96x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-165%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$110,537

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 166.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.9%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$90,035

Down $3,661 (-3.9%) from 2017

Net Assets

Down

-$570,124

Down $109,065 (-24%) from 2017

Liabilities

Up

$660,159

Up $105,404 (+19%) from 2017

Revenue

Down

$66,280

Down $96,988 (-59%) from 2017

Expenses

Down

$175,345

Down $115,332 (-40%) from 2017

Net Income

Up

-$109,065

Up $18,344 (+14%) 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 2018: $90,035Liabilities 2018: $660,159Net Assets 2018: -$570,1242018Assets 2019: $23,375Liabilities 2019: $23,375Net Assets 2019: $02019

Highlighted filing

2018

Assets$90,035
Liabilities$660,159
Net Assets-$570,124

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 2018: $66,280Expenses 2018: $175,345Net Income 2018: -$109,0652018Revenue 2019: $630,188Expenses 2019: $60,064Net Income 2019: $570,1242019

Highlighted filing

2018

Revenue$66,280
Expenses$175,345
Net Income-$109,065
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Sep 9, 2018
Return Version
2017v2.3
Gross Receipts
$66,280
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$69,907$63,322▼ $6,585
Prepaid Expenses and Deferred Charges$22,514$24,103▲ $1,589
Cash and Non-Interest-Bearing Accounts$1,275$2,610▲ $1,335
Total Assets$93,696$90,035▼ $3,661
Liabilities
Other Liabilities$550,119$658,534▲ $108,415
Accounts Payable and Accrued Expenses$4,636$1,625▼ $3,011
Total Liabilities$554,755$660,159▲ $105,404
Net Assets / Fund Balance
Unrestricted Net Assets$-461,059$-570,124▼ $109,065
Total Net Assets Fund Balance$-461,059$-570,124▼ $109,065
Total Liabilities and Net Assets / Fund Balance$93,696$90,035▼ $3,661

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,772$178,232$202,004
Land$39,550-$39,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn Eldridge JdChair/presidPT$200$110,337$110,537
Alan Braid MdMedical Dire-$200$1,050$1,250
Charles Daily Jr JdDirector-$200$1,050$1,250
John C Gatlin JdDirector-$200$1,050$1,250
Laura Burt CPATreasurer-$200$1,050$1,250
Linda Rose Thornton BaSecretary/VP-$200$1,050$1,250
Martha Northington BaDirector-$200$1,050$1,250
Paula Starnes CdpDirector-$200$1,050$1,250
Phil ReiningerDirector-$200$1,050$1,250
Robert Prince MdDirector-$200$1,050$1,250
Julie Thorpe Msw LpcDirector-$100$700$800
Janus Couve Lmsw-acpExecutive Di-$200-$200
Revenue and Support

Revenue Composition

Contributions and Grants
$3,841
Program Service Revenue
$47,900
Investment Income
$0
Other Revenue
$14,539
All Other Contributions
$3,841
Change in Net Assets
$-109,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,226
Salaries, Compensation, and Employee Benefits$56,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$52,086--$52,086
Advertising$33,618--$33,618
Occupancy$30,641--$30,641
Insurance$12,892--$12,892
Depreciation Depletion$132$6,453-$6,585
Travel$6,528--$6,528
Fees for Services Other$6,197--$6,197
Office Expenses$5,582--$5,582
Fees for Services Legal$5,342--$5,342
Fees for Services Management-$4,909-$4,909
Payroll Taxes$4,033--$4,033
Information Technology$3,974--$3,974
Fees for Services Accounting$2,950--$2,950
Interest$8--$8
Total Functional Expenses$163,983$11,362$0$175,345
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$658,534
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 september 9, 2018.

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
2018-09-09

Organization Details

Principal Officer
Marilyn Eldridge Jd
Formed
1987
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0

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.

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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 SEPTEMBER 9, 2018.
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/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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/VotingMembersGoverningBodyCnt011
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IRS990/WebsiteAddressTxt0ADOPTIONAFFILIATES.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN ELDRIDGE JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02108249939
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADOPTION AFFILIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0ADOP
ReturnHeader/Filer/EIN0742466525
ReturnHeader/Filer/PhoneNum02108249939
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 W OLMOS
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9EA127B1123C2B9B9F7603DADE3E0DDF46E87D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067230CC400BB23F1FE92A45E7CEEFAE9C7197272
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:34:58
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAURA E BURT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 NW LOOP 410 STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078213
ReturnHeader/PreparerPersonGrp/PhoneNum02104039409
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-08

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