Civic Intelligence

Turn Community Services Inc

EIN 87-0303448 • 501(c)3 • Salt Lake City, UT

Profile

TURN dreams into reality. We are dedicated to choice, quality and respect for people with disabilities and those who support them.

423 W 800 S 200Salt Lake City, UT 84101

turncommunityservices.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.38x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.22x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

47th percentile

3.3%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$148,382

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

3.2%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$13,294,328

Up $21,408 (+0.2%) from 2024

Liabilities

Down

$5,057,996

Down $766,411 (-13%) from 2024

Net Assets

Up

$8,236,332

Up $787,819 (+11%) from 2024

Revenue

Up

$23,185,141

Up $724,519 (+3.2%) from 2024

Expenses

Up

$22,410,662

Up $61,315 (+0.3%) from 2024

Net Income

Up

$774,479

Up $663,204 (+596%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $6,908,851Liabilities 2011: $4,979,161Net Assets 2011: $1,929,6902011Assets 2012: $6,606,010Liabilities 2012: $4,957,195Net Assets 2012: $1,648,8152012Assets 2013: $6,323,941Liabilities 2013: $4,622,364Net Assets 2013: $1,701,5772013Assets 2014: $6,260,840Liabilities 2014: $4,556,413Net Assets 2014: $1,704,4272014Assets 2015: $7,349,668Liabilities 2015: $4,448,279Net Assets 2015: $2,901,3892015Assets 2016: $8,912,455Liabilities 2016: $4,571,698Net Assets 2016: $4,340,7572016Assets 2017: $10,233,481Liabilities 2017: $5,866,704Net Assets 2017: $4,366,7772017Assets 2018: $10,047,233Liabilities 2018: $5,686,991Net Assets 2018: $4,360,2422018Assets 2019: $10,223,961Liabilities 2019: $5,110,875Net Assets 2019: $5,113,0862019Assets 2020: $11,064,022Liabilities 2020: $4,752,599Net Assets 2020: $6,311,4232020Assets 2021: $13,558,807Liabilities 2021: $4,870,543Net Assets 2021: $8,688,2642021Assets 2022: $11,651,050Liabilities 2022: $3,794,208Net Assets 2022: $7,856,8422022Assets 2023: $13,193,648Liabilities 2023: $5,849,091Net Assets 2023: $7,344,5572023Assets 2024: $13,272,920Liabilities 2024: $5,824,407Net Assets 2024: $7,448,5132024Assets 2025: $13,294,328Liabilities 2025: $5,057,996Net Assets 2025: $8,236,3322025

Highlighted filing

2025

Assets$13,294,328
Liabilities$5,057,996
Net Assets$8,236,332

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $13,370,3132011Expenses 2012: $14,073,2502012Expenses 2013: $14,333,9482013Revenue 2014: $14,440,700Expenses 2014: $14,437,850Net Income 2014: $2,8502014Revenue 2015: $15,988,010Expenses 2015: $14,791,048Net Income 2015: $1,196,9622015Revenue 2016: $17,856,103Expenses 2016: $16,416,735Net Income 2016: $1,439,3682016Revenue 2017: $18,287,183Expenses 2017: $18,261,163Net Income 2017: $26,0202017Revenue 2018: $19,069,780Expenses 2018: $18,977,193Net Income 2018: $92,5872018Revenue 2019: $19,374,519Expenses 2019: $18,621,675Net Income 2019: $752,8442019Revenue 2020: $21,011,664Expenses 2020: $19,804,448Net Income 2020: $1,207,2162020Revenue 2021: $20,345,946Expenses 2021: $17,998,501Net Income 2021: $2,347,4452021Revenue 2022: $18,606,489Expenses 2022: $19,422,399Net Income 2022: -$815,9102022Revenue 2023: $22,858,873Expenses 2023: $23,403,851Net Income 2023: -$544,9782023Revenue 2024: $22,460,622Expenses 2024: $22,349,347Net Income 2024: $111,2752024Revenue 2025: $23,185,141Expenses 2025: $22,410,662Net Income 2025: $774,4792025

Highlighted filing

2025

Revenue$23,185,141
Expenses$22,410,662
Net Income$774,479

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$5.06$8.24$23.2$22.4$0.77
2024Summary only. Only limited summary data is available for this year.$13.3$5.82$7.45$22.5$22.3$0.11
2023Summary only. Only limited summary data is available for this year.$13.2$5.85$7.34$22.9$23.4$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$3.79$7.86$18.6$19.4$0.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$4.87$8.69$20.3$18.0$2.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$4.75$6.31$21.0$19.8$1.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$5.11$5.11$19.4$18.6$0.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$5.69$4.36$19.1$19.0$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$5.87$4.37$18.3$18.3$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$4.57$4.34$17.9$16.4$1.44
2015Detailed filing. Detailed filing data is available for this year.$7.35$4.45$2.90$16.0$14.8$1.20
2014Detailed filing. Detailed filing data is available for this year.$6.26$4.56$1.70$14.4$14.4$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$4.62$1.70$14.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$4.96$1.65$14.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$4.98$1.93$13.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$23,727,104
Mission and Program Overview

Mission

Turn dreams into reality. We are dedicated to choice, quality and respect for people with disabilities and those who support them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,243,944$7,026,394▼ $217,550
Intangible Assets$3,018,482$2,922,003▼ $96,479
Accounts Receivable$1,788,332$1,850,916▲ $62,584
Cash and Non-Interest-Bearing Accounts$447,363$842,161▲ $394,798
Prepaid Expenses and Deferred Charges$321,289$329,390▲ $8,101
Savings and Temporary Cash Investments$311,386$167,999▼ $143,387
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$13,272,920$13,294,328▲ $21,408
Other Assets Total$142,124$155,465▲ $13,341
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,965,658$4,275,576▼ $690,082
Accounts Payable and Accrued Expenses$858,749$782,420▼ $76,329
Total Liabilities$5,824,407$5,057,996▼ $766,411
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,448,513$8,236,332▲ $787,819
Total Net Assets Fund Balance$7,448,513$8,236,332▲ $787,819
Total Liabilities and Net Assets / Fund Balance$13,272,920$13,294,328▲ $21,408

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,719,230$2,929,122$5,648,352
Equipment$1,974,691$2,018,447$3,993,138
Leasehold Improvements$1,082,431$2,429,189$3,511,620
Land$1,250,042-$1,250,042

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$130,583-▲ $15,263-$143,925
2023$130,582-▲ $13,288-$142,124
2022$122,446-▲ $9,768-$130,583
2021$137,958-▼ $13,740-$122,446
2020$108,562-▲ $30,851-$137,958
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David HennesseyExecutive DirectorFT$142,011$6,371$148,382
Phillip ShumwayCFOFT$135,157$6,004$141,161

Board Members and Trustees

NameTitle
David ClarkChair
David HillPast Chair
Barry SchollTrustee
Blake MarshTrustee
Emily AshbyTrustee
Jason DespainTrustee
Jeff ClineTrustee
Jim WitherspoonTrustee
Kaleb HoltTrustee
Kathy HaleTrustee
Lenora DaleTrustee
Lloyd AlexanderTrustee
Shannon NobleTrustee
Sam FalsoneSecretary
Paul AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,297,822
Program Service Revenue
$685,431
Investment Income
$201,888
Other Revenue
$0
All Other Contributions
$175,873
Change in Net Assets
$774,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,185,141
Revenue Not Reported on Form 990
$13,340
Total Revenue per Audited Statements
$23,198,481
Total Revenue per Form 990
$23,185,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,758,309
Other Expenses$4,652,353
Total Fundraising Expense$144,708
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,023,994$1,513,500$75,989$14,613,483
Other Employee Benefits$1,254,339$171,572$7,318$1,433,229
Occupancy$1,110,070$245,880-$1,355,950
Payroll Taxes$1,094,936$150,711$6,388$1,252,035
Travel$950,044$91,069$139$1,041,252
Depreciation Depletion$776,916$114,191-$891,107
Current Officers, Directors, Trustees, and Key Employees-$288,618-$288,618
Office Expenses$127,162$81,409$308$208,879
Pension Plan Contributions$156,802$13,227$915$170,944
Fees for Services Other$42,759$82,765$28,993$154,517
Insurance$105,116$32,806-$137,922
All Other Expenses$68,568$35,095$19,645$123,308
Other Expenses$5,868$77,345$2,381$85,594
Conferences and Meetings$2,798$36,886$1,136$40,820
Interest$22,920$7,995-$30,915
Fees for Services Accounting-$23,048-$23,048
Advertising$506$6,671$205$7,382
Total Functional Expenses$19,011,342$3,254,612$144,708$22,410,662

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,410,662
Total Expenses per Audited Statements$22,410,662
Total Expenses per Form 990$22,410,662
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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 B, Line 11B

The 990 is provided to each board member and it is reviewed at a board meeting prior to filing.

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

The board is reminded to remain independent of conflicting interests of the organization. If there is found to be a conflict of interest with a board member, the Organization will take steps to rectify.

Form 990, Part VI, Section B, Line 15A

The compensation committee of the board surveys the industry data available for comparable compensation for management positions and makes recommendations to the full board which approves the level of pay for management.

Form 990, Part VI, Section B, Line 15B

The CEO determines the compensation for other officers and key employees under the direction and authority of the board.

Form 990, Part VI, Section C, Line 19

Documents are emailed or given to anyone who requests them.

Filing and Contact Details

Filer

Filer Name
TURN Community Services Inc
EIN
87-0303448
Phone
8013598876
Address
423 W 800 S 200, Salt Lake City, UT 84101

Signing Officer

Name
Dave Hennessey
Title
Executive Director
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Hennessey
Formed
1974
Legal Domicile
Ut
Voting Board Members
15
Independent Board Members
15
Employees
556
Volunteers
127

Preparer

Firm
Carver Florek & James LLC
Address
2315 McDonald Avenue Suite 300, Missoula, MT 59801
Preparer
Angel Sharp CPA
Phone
4067285539
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

The Organization serves as the representative payee in a trust capacity for certain clients. Related assets/liabilities are not recorded in the Organization's financial statements.

Part V, Line 4: Intended uses of the endowment fund.

The long term objective of the endowment fund is to have it as part of a Planned Giving strategy and grow the fund to $1,000,000 for further program expansion.

Part X : FIN48 Footnote

The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Organizations tax-exempt purpose may be subject to taxation as unrelated business income. There was no known unrelated business income during the years ended June 30, 2025 and 2024.

Raw XML AppendixShowing 400 of 606 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm1Phillip Shumway
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathy Hale
IRS990/Form990PartVIISectionAGrp/PersonNm3Kaleb Holt
IRS990/Form990PartVIISectionAGrp/PersonNm4Blake Marsh
IRS990/Form990PartVIISectionAGrp/PersonNm5Jason Despain
IRS990/Form990PartVIISectionAGrp/PersonNm6David Hill
IRS990/Form990PartVIISectionAGrp/PersonNm7Jeff Cline
IRS990/Form990PartVIISectionAGrp/PersonNm8Jim Witherspoon
IRS990/Form990PartVIISectionAGrp/PersonNm9Sam Falsone
IRS990/Form990PartVIISectionAGrp/PersonNm10Lenora Dale
IRS990/Form990PartVIISectionAGrp/PersonNm11Emily Ashby
IRS990/Form990PartVIISectionAGrp/PersonNm12Barry Scholl
IRS990/Form990PartVIISectionAGrp/PersonNm13David Clark
IRS990/Form990PartVIISectionAGrp/PersonNm14SHANNON NOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm15LLOYD ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm16Paul Allen
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IRS990/ProgSrvcAccomActy3Grp/Desc0Hourly Services: These are contracts with the State of Utah to provide counseling, training, and supervision to persons with disabilities on an hourly basis. Services included supported employment and respite and family services.
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