Civic Intelligence

Mount Vernon at Home Inc.

990 • Fiscal year 2016 • EIN 77-0693566

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

PO Box 7493Alexandria, VA 22307

(703) 303-4060

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$89,800

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 47.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$164,862

Up $2,849 (+1.8%) from 2015

Net Assets

Up

$164,410

Up $2,397 (+1.5%) from 2015

Liabilities

Up

$452

Up $452 from 2015

Revenue

Up

$187,302

Up $3,710 (+2.0%) from 2015

Expenses

Up

$184,905

Up $1,234 (+0.7%) from 2015

Net Income

Up

$2,397

Up $2,476 (+3134%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $109,420Liabilities 2011: $2,2042011Assets 2012: $136,229Liabilities 2012: $605Net Assets 2012: $135,6242012Assets 2013: $152,527Liabilities 2013: $02013Assets 2014: $162,272Liabilities 2014: $180Net Assets 2014: $162,0922014Assets 2015: $162,013Liabilities 2015: $0Net Assets 2015: $162,0132015Assets 2016: $164,862Liabilities 2016: $452Net Assets 2016: $164,4102016Assets 2017: $152,550Liabilities 2017: $1,142Net Assets 2017: $151,4082017Assets 2018: $148,101Liabilities 2018: $128Net Assets 2018: $147,9732018Assets 2019: $135,512Liabilities 2019: $14Net Assets 2019: $135,4982019Assets 2020: $180,848Liabilities 2020: $24,981Net Assets 2020: $155,8672020Assets 2021: $213,673Liabilities 2021: $0Net Assets 2021: $213,6732021Assets 2022: $272,787Liabilities 2022: $0Net Assets 2022: $272,7872022Assets 2023: $297,363Liabilities 2023: $0Net Assets 2023: $297,3632023Assets 2024: $366,659Liabilities 2024: $0Net Assets 2024: $366,6592024

Highlighted filing

2016

Assets$164,862
Liabilities$452
Net Assets$164,410

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $158,614Expenses 2011: $145,737Net Income 2011: $12,8772011Revenue 2012: $186,776Expenses 2012: $158,367Net Income 2012: $28,4092012Revenue 2013: $192,321Expenses 2013: $175,418Net Income 2013: $16,9032013Revenue 2014: $201,979Expenses 2014: $192,414Net Income 2014: $9,5652014Revenue 2015: $183,592Expenses 2015: $183,671Net Income 2015: -$792015Revenue 2016: $187,302Expenses 2016: $184,905Net Income 2016: $2,3972016Revenue 2017: $179,547Expenses 2017: $192,549Net Income 2017: -$13,0022017Revenue 2018: $176,671Expenses 2018: $180,106Net Income 2018: -$3,4352018Revenue 2019: $163,356Expenses 2019: $175,831Net Income 2019: -$12,4752019Revenue 2020: $146,809Expenses 2020: $126,440Net Income 2020: $20,3692020Revenue 2021: $169,616Expenses 2021: $111,810Net Income 2021: $57,8062021Revenue 2022: $139,802Expenses 2022: $80,688Net Income 2022: $59,1142022Revenue 2023: $155,539Expenses 2023: $130,963Net Income 2023: $24,5762023Revenue 2024: $143,123Expenses 2024: $73,827Net Income 2024: $69,2962024

Highlighted filing

2016

Revenue$187,302
Expenses$184,905
Net Income$2,397
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$193,474
Mission and Program Overview

Mission

To provide a "village" of caring friends, neighbors and volunteers helping seniors age in their homes and communities. Mount vernon at home links residents to social and cultural activities while providing access to health and home services.

To assist seniors to age in place in their own homes and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$111,679$113,719▲ $2,040
Savings and Temporary Cash Investments$50,334$51,143▲ $809
Total Assets$162,013$164,862▲ $2,849
Liabilities
Accounts Payable and Accrued Expenses-$452-
Total Liabilities$0$452▲ $452
Net Assets / Fund Balance
Unrestricted Net Assets$161,013$163,410▲ $2,397
Permanently Rstr Net Assets$1,000$1,000→ $0
Total Net Assets Fund Balance$162,013$164,410▲ $2,397
Total Liabilities and Net Assets / Fund Balance$162,013$164,862▲ $2,849
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara SullivanExecutive DirectorFT$89,800$89,800

Board Members and Trustees

NameTitle
Richard HartPresident
Teresa DyerVice President
Barbara KnightDirector
Cheryl TerryDirector
David PrescottDirector
Eileen SpinellaDirector
Elaine SerlinDirector
Franki RobertsDirector
Julie EllisDirector
Lee WamplerDirector
Mary PetersDirector
Paul KrizekDirector
Pricilla BornmannDirector
Ross HuntDirector
Samir AzerDirector
Theresa DixonDirector
Thomas LawlerDirector
Alan GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,265
Program Service Revenue
$92,250
Investment Income
$134
Other Revenue
$21,653
All Other Contributions
$45,325
Change in Net Assets
$2,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,710
Other Expenses$34,195
Total Fundraising Expense$5,971
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,820$4,490$4,490$89,800
Other Salaries and Wages$45,330$4,870-$50,200
Payroll Taxes$9,651$716$343$10,710
Fees for Services Accounting$4,957--$4,957
Office Expenses$4,504--$4,504
Insurance$3,084--$3,084
All Other Expenses$1,321$1,020-$2,341
Conferences and Meetings$2,156--$2,156
Fees for Services Other$1,800--$1,800
Advertising$1,477--$1,477
Other Expenses$2,703$1,229$1,138$1,229
Total Functional Expenses$166,609$12,325$5,971$184,905
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,825
Fundraising Direct Expenses$6,172
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$55,765$27,825$6,172$21,653
Total Events$55,765$27,825$6,172$21,653
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Form 990 is reviewed by the board prior to filing.

Form 990, Part VI, Section B, Line 15

Compensation of executive director and key employees is subject to annual review by the board of directors.

Form 990, Part VI, Section C, Line 19

Mount vernon at home's governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Mount Vernon at Home Inc
EIN
77-0693566
Phone
7033034060
Address
PO BOX 7493, ALEXANDRIA, VA 22307

Signing Officer

Name
Richard Hart
Title
President
Phone
7033034060
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Hart
Formed
2007
Legal Domicile
Va
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
0

Preparer

Firm
Kositzka Wicks and Company
Address
5270 SHAWNEE ROAD SUITE 250, ALEXANDRIA, VA 22312
Preparer
Cynthia B Laporta CPA
Phone
7036422700
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBER SUPPORT
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/FundraisingAmt01138
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01229
IRS990/OtherExpensesGrp/ProgramServicesAmt07199
IRS990/OtherExpensesGrp/ProgramServicesAmt11607
IRS990/OtherExpensesGrp/ProgramServicesAmt22703
IRS990/OtherExpensesGrp/TotalAmt07199
IRS990/OtherExpensesGrp/TotalAmt12745
IRS990/OtherExpensesGrp/TotalAmt22703
IRS990/OtherExpensesGrp/TotalAmt31229
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04870
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045330
IRS990/OtherSalariesAndWagesGrp/TotalAmt050200
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0343
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0716
IRS990/PayrollTaxesGrp/ProgramServicesAmt09651
IRS990/PayrollTaxesGrp/TotalAmt010710
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD HART
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt092250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt092250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt058218
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0132
IRS990/PYOtherExpensesAmt032905
IRS990/PYOtherRevenueAmt020111
IRS990/PYProgramServiceRevenueAmt0105131
IRS990/PYRevenuesLessExpensesAmt0-79
IRS990/PYSalariesCompEmpBnftPaidAmt0150766
IRS990/PYTotalExpensesAmt0183671
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0183592
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02397
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt092250
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050334
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051143
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt076209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0358875
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0132
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0124
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt092250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0106643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0502416
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0640
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0861291
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0163349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0185986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0173286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173155
IRS990ScheduleA/Total509Grp/TotalAmt0861291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0163481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0186116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0173406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173279
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0861931
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027940
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027940
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06172
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027825
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021653
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06172
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06172
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION OF EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS SUBJECT TO ANNUAL REVIEW BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MOUNT VERNON AT HOME'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$1.43$0.74$0.69
2023Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$1.56$1.31$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.00$2.73$1.40$0.81$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$1.70$1.12$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.25$1.56$1.47$1.26$0.20
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$1.35$1.63$1.76$0.12
2018Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$1.77$1.80$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.01$1.51$1.80$1.93$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.64$1.87$1.85$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.84$1.84$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$2.02$1.92$0.10
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$1.92$1.75$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.01$1.36$1.87$1.58$0.28
2011Summary only. Only limited summary data is available for this year.$1.09$0.02$1.59$1.46$0.13