Civic Intelligence

Shared Support South Inc.

990 • Fiscal year 2019 • EIN 83-2134543

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 06, 2020

185 Titus AvenueWarrington, PA 18976

(267) 247-5705

Siviq Scores

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

Liabilities / Assets

84th percentile

0.74x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.33x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

62nd percentile

7.0%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$242,758

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

100th percentile

532882900%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Up

$5,328,830

Up $5,328,829 (+532882900%) from 2018

Net Assets

Up

$1,386,882

Up $1,386,882 from 2018

Liabilities

Up

$3,941,948

Up $3,941,948 from 2018

Revenue

Up

$12,095,618

Up $12,095,618 from 2018

Expenses

Up

$11,252,916

Up $11,252,916 from 2018

Net Income

Up

$842,702

Up $842,702 from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2018: $1Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $5,328,830Liabilities 2019: $3,941,948Net Assets 2019: $1,386,8822019Assets 2020: $7,715,251Liabilities 2020: $5,689,887Net Assets 2020: $2,025,3642020Assets 2021: $8,093,708Liabilities 2021: $4,127,789Net Assets 2021: $3,965,9192021Assets 2022: $9,549,705Liabilities 2022: $4,531,296Net Assets 2022: $5,018,4092022Assets 2023: $10,116,540Liabilities 2023: $4,778,798Net Assets 2023: $5,337,7422023Assets 2024: $10,842,945Liabilities 2024: $4,918,355Net Assets 2024: $5,924,5902024Assets 2025: $12,571,479Liabilities 2025: $6,093,158Net Assets 2025: $6,478,3212025

Highlighted filing

2019

Assets$5,328,830
Liabilities$3,941,948
Net Assets$1,386,882

Operations Trend

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

$30M$20M$10M$0Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $12,095,618Expenses 2019: $11,252,916Net Income 2019: $842,7022019Revenue 2020: $8,928,956Expenses 2020: $8,163,516Net Income 2020: $765,4402020Revenue 2021: $19,330,721Expenses 2021: $17,390,166Net Income 2021: $1,940,5552021Revenue 2022: $20,704,692Expenses 2022: $19,652,202Net Income 2022: $1,052,4902022Revenue 2023: $21,484,112Expenses 2023: $21,155,521Net Income 2023: $328,5912023Revenue 2024: $24,207,771Expenses 2024: $23,620,923Net Income 2024: $586,8482024Revenue 2025: $25,926,159Expenses 2025: $25,372,428Net Income 2025: $553,7312025

Highlighted filing

2019

Revenue$12,095,618
Expenses$11,252,916
Net Income$842,702
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 6, 2020
Return Version
2019v5.1
Gross Receipts
$12,095,618
Mission and Program Overview

Mission

Shared support south's mission is to support individuals with intellectual disabilities to fully participate and contribute to their community. Shared support south provides the following services: residential through community living arrangements and lifesharing, community participation, in home and community services to support families, employment, and psychological services.

Provides individualized supports in the following service catigories; residential living (lifesharing & cla), community participation and habilitative service, and competitive employment

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$2,922,803▲ $2,922,803
Accounts Receivable-$1,900,703-
Rtn Earn Endowment Incm Other Fnds$0$1,386,882▲ $1,386,882
Prepaid Expenses and Deferred Charges-$479,095-
Cash and Non-Interest-Bearing Accounts-$26,229-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$5,328,830▲ $5,328,830
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,682,666-
Accounts Payable and Accrued Expenses-$1,259,282-
Total Liabilities$0$3,941,948▲ $3,941,948
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$1,386,882▲ $1,386,882
Total Liabilities and Net Assets / Fund Balance$0$5,328,830▲ $5,328,830

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,922,803$167,605-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine MartinExecutive DirectorFT$121,379$121,379$242,758
Luanne MartinChief Operations OfficerFT$107,073$107,073$214,146
John ThvedtChief Executive OfficerFT$68,010$68,010$136,020
Jeff HysonDirector of Development and Family ServicesFT$61,826$61,826$123,652
Joe WilliamsDirector of Administrative ServicesFT$53,032$53,032$106,064
Alex NocellaAssistant Executive DirectorFT$52,425$52,425$104,850
John StewartAssistant Executive DirectorFT$50,587$50,587$101,174
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,250,406
Investment Income
$0
Other Revenue
$845,212
Change in Net Assets
$842,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,686,407
Other Expenses$3,566,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,321,517$-2,990-$5,318,527
Other Employee Benefits$450,334$1,116,421-$1,566,755
Fees for Services Other$1,361,841$65,912-$1,427,753
Payroll Taxes$672,476$11,029-$683,505
Office Expenses$36,714$200,527-$237,241
Depreciation Depletion$9,586$158,062-$167,648
Advertising$70$156,560-$156,630
Interest-$134,634-$134,634
Pension Plan Contributions$117,620--$117,620
Fees for Services Accounting-$68,855-$68,855
All Other Expenses$49,204$1,334-$50,538
Other Expenses$45,144$1,134-$46,278
Information Technology$120$20,322-$20,442
Insurance$38--$38
Total Functional Expenses$9,225,038$2,027,878$0$11,252,916
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Part VI, Section A, Line 1

The board was formed in february 2019, all governing body members have the same voting rights.

Form 990, Part VI, Section A, Line 2

Christine martin, president, board chair and executive director and john thvedt, chief executive officer, are married to each other. Christine martin, president, board chair and executive director and luanne martin, coo and director, and curtis robert martin, director, are all siblings.

Form 990, Part VI, Section A, Line 7A

Board members are nominated and elected by present board members.

Form 990, Part VI, Section A, Line 8B

There are no committees with that athority

Form 990, Part VI, Section B, Line 11B

Form 990 is completed and then reviewed by the board of directors at the monthly meeting before filing.

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

Any related party contract needs board approval. We have not had any situation where approval has been needed.

Form 990, Part VI, Section B, Line 15

The compensation for the organization's ceo, executive director, and top management officials were decided by a board vote. The information was presented along with the guidestar compensation study that is published annually with a wide range of demographics and salaries for executives serving 503(c)3 organizations.

Form 990, Part VI, Section C, Line 18

UPON REQUEST

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Shared Support South Inc
EIN
83-2134543
Phone
2672475705
Address
185 TITUS AVENUE, WARRINGTON, PA 18976

Signing Officer

Name
Christine Martin
Title
President
Phone
8778295500
Signed
2020-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Martin
Formed
2018
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
331
Volunteers
0

Preparer

Firm
Woolard Krajnik Masciangelo Llp
Address
2007 HILLSIDE CIRCLE, LANSDALE, PA 19446
Preparer
John E Davey CPA
Phone
2156997084
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Wage settlement: program service expenses 0. Management and general expenses 5,749. Fundraising expenses 0. Total expenses 5,749. Pay to life sure: program service expenses 1,334,386. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,334,386. Behavoral support: program service expenses 10,556. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,556. Psycological evaluation: program service expenses 14,720. Management and general expenses 330. Fundraising expenses 0. Total expenses 15,050. Miscellaneous expense: program service expenses 2,179. Management and general expenses 12,930. Fundraising expenses 0. Total expenses 15,109. Consultant: program service expenses 0. Management and general expenses 38,075. Fundraising expenses 0. Total expenses 38,075. Closing fees: program service expenses 0. Management and general expenses 1,033. Fundraising expenses 0. Total expenses 1,033. Bank charges: program service expenses 0. Management and general expenses 3,392. Fundraising expenses 0. Total expenses 3,392. Dues and subscriptions: program service expenses 0. Management and general expenses 4,403. Fundraising expenses 0. Total expenses 4,403.

Raw XML Appendix396 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.

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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0842702
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0523123
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012094612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01386882
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IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02922803
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0167605
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03090408
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02922803
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD WAS FORMED IN FEBRUARY 2019, ALL GOVERNING BODY MEMBERS HAVE THE SAME VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHRISTINE MARTIN, PRESIDENT, BOARD CHAIR AND EXECUTIVE DIRECTOR AND JOHN THVEDT, CHIEF EXECUTIVE OFFICER, ARE MARRIED TO EACH OTHER. CHRISTINE MARTIN, PRESIDENT, BOARD CHAIR AND EXECUTIVE DIRECTOR AND LUANNE MARTIN, COO AND DIRECTOR, AND CURTIS ROBERT MARTIN, DIRECTOR, ARE ALL SIBLINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE NOMINATED AND ELECTED BY PRESENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH THAT ATHORITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS COMPLETED AND THEN REVIEWED BY THE BOARD OF DIRECTORS AT THE MONTHLY MEETING BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY RELATED PARTY CONTRACT NEEDS BOARD APPROVAL. WE HAVE NOT HAD ANY SITUATION WHERE APPROVAL HAS BEEN NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS WERE DECIDED BY A BOARD VOTE. THE INFORMATION WAS PRESENTED ALONG WITH THE GUIDESTAR COMPENSATION STUDY THAT IS PUBLISHED ANNUALLY WITH A WIDE RANGE OF DEMOGRAPHICS AND SALARIES FOR EXECUTIVES SERVING 503(C)3 ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WAGE SETTLEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,749. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,749. PAY TO LIFE SURE: PROGRAM SERVICE EXPENSES 1,334,386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,334,386. BEHAVORAL SUPPORT: PROGRAM SERVICE EXPENSES 10,556. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,556. PSYCOLOGICAL EVALUATION: PROGRAM SERVICE EXPENSES 14,720. MANAGEMENT AND GENERAL EXPENSES 330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,050. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 2,179. MANAGEMENT AND GENERAL EXPENSES 12,930. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,109. CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,075. CLOSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,033. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,392. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,392. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,403. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,403.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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IRS990/TotalFunctionalExpensesGrp/TotalAmt011252916
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IRS990/TotalLiabilitiesGrp/EOYAmt03941948
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01386882
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IRS990/TotalProgramServiceRevenueAmt011250406
IRS990/TotalReportableCompFromOrgAmt0514332
IRS990/TotalRevenueGrp/ExclusionAmt01006
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012094612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012095618
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IRS990/USAddress/StateAbbreviationCd0PA
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IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0SHAREDSUPPORTSOUTH.ORG
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ReturnHeader/BuildTS02020-11-06 18:47:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED SUPPORT SOUTH INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0832134543
ReturnHeader/Filer/PhoneNum02672475705
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 TITUS AVENUE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.83.170.3
ReturnHeader/FilingSecurityInformation/IPDt02020-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:33:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232194268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOLARD KRAJNIK MASCIANGELO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02007 HILLSIDE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019446
ReturnHeader/PreparerPersonGrp/PhoneNum02156997084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E DAVEY CPA
ReturnHeader/ReturnTs02020-08-13T17:25:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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