BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES INC (EIN 04-3246975)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-10-30
IRS object ID
202413049349302156
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-30T13:29:05-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042832237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KILLEEN ARACE & QUINN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1819AddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP012021819ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043246975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERKSHIRE FAMILY & INDIVIDUALBusinessNameLine1Txt
Business Name Line2RESOURCES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERKBusinessNameControlTxt
Phone4136649382PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1771 SOUTH CHURCH STREETAddressLine1Txt
CityNORTH ADAMSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01247ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW BRIGGSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4136649382PhoneNum
Signature2024-10-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE ARACE CPAPreparerPersonNm
PTINP01237136PTIN
Phone4134437366PhoneNum
Preparation2024-10-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREW BRIGGSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 ONTARIO STREETAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,992,782GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BFAIR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHROUGH ORGANIZATIONAL RESOLVE, SKILLED AND DEDICATED STAFF, AND DYNAMIC LEADERSHIP, BFAIR PROVIDES QUALITY SERVICES, ADVOCACY, AND EDUCATION FOR PEOPLE WITH DISABILITIES WHICH AFFIRM THE RIGHTS OF FULL INCLUSION.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee313TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,479,599PYContributionsGrantsAmt
CY Contributions Grants$120,526CYContributionsGrantsAmt
PY Program Service Revenue$16,679,486PYProgramServiceRevenueAmt
CY Program Service Revenue$16,963,388CYProgramServiceRevenueAmt
PY Investment Income$219,066PYInvestmentIncomeAmt
CY Investment Income$579,181CYInvestmentIncomeAmt
PY Other Revenue$640PYOtherRevenueAmt
CY Other Revenue$7,704CYOtherRevenueAmt
PY Total Revenue$21,378,791PYTotalRevenueAmt
CY Total Revenue$17,670,799CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,219,329PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,288,350CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,844CYTotalFundraisingExpenseAmt
PY Other Expenses$4,622,175PYOtherExpensesAmt
CY Other Expenses$4,173,466CYOtherExpensesAmt
PY Total Expenses$16,841,504PYTotalExpensesAmt
CY Total Expenses$17,461,816CYTotalExpensesAmt
PY Revenues Less Expenses$4,537,287PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$208,983CYRevenuesLessExpensesAmt
Total Assets BOY$21,280,036TotalAssetsBOYAmt
Total Assets EOY$21,347,472TotalAssetsEOYAmt
Total Liabilities BOY$7,737,589TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,635,256TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,542,447NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,712,216NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHROUGH ORGANIZATIONAL RESOLVE, SKILLED AND DEDICATED STAFF, AND DYNAMIC LEADERSHIP, BFAIR PROVIDES QUALITY SERVICES, ADVOCACY, AND EDUCATION FOR PEOPLE WITH DISABILITIES WHICH AFFIRM THE RIGHTS OF FULL INCLUSION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,066,775ExpenseAmt
Revenue$5,739,495RevenueAmt
DescBERKSHIRE RESIDENTIAL - PROVIDES FLEXIBLE AND INDIVIDUALIZED LIVING ASSISTANCE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND ACQUIRED BRAIN INJURY, RANGING IN AGE FROM YOUNG ADULT TO ELDERLY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$522,624ExpenseAmt
Revenue$565,666RevenueAmt
DescINDIVIDUAL AND FAMILY SUPPORTS - PROVIDES CASE MANAGEMENT, PLANNED AND EMERGENCY RESPITE FOR FAMILIES, OUTREACH, SOCIAL CLUBS, BI-LINGUAL SERVICES FOR SPANISH SPEAKING PERSONS, INTENSIVE FLEXIBLE FAMILY SUPPORTS FOR ADOLESCENTS, EDUCATION AND SELF ADVOCACY SUPPORTS, AND FAMILY WORKSHOPS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,173,428ExpenseAmt
Revenue$1,453,109RevenueAmt
DescBERKSHIRE DAY - PROVIDES INDIVIDUALIZED SERVICES FOR ADULTS AND STUDENTS WITH DEVELOPMENTAL DISABILITIES, AUTISM, AND BRAIN INJURIES. SERVICES INCLUDE CLINICAL, PHYSICAL, AND OCCUPATIONAL AND SPEECH THERAPIES AS WELL AS ON-SITE NURSING CARE, AND SUPPORTED EMPLOYMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$8,844,335ExpenseAmt
Revenue$9,806,083RevenueAmt
DescACQUIRED BRAIN INJURY - PROVIDING RESIDENTIAL SERVICES FOR PEOPLE WITH AN ACQUIRED BRAIN INJURY, INCLUDING ADULT COMPANION, CHORE SERVICES, SUPPORTED EMPLOYMENT, DAY SERVICES, INDIVIDUAL SUPPORTS & COMMUNITY HABILITATION AND TRANSPORTAION EXPENSES 1,479,062 REVENUE 1,676,064 ADULT FAMILY CARE - DESIGNED FOR ANY PERSON WHO IS 15 YEARS OF AGE OR OLDER, WITH A PHYSICAL OR MENTAL DISABILITY OR MEDICAL CONDITION EXPENSES 764,148 REVENUE 770,124 ACQUIRED BRAIN INJURY AND MONEY FOLLOWS THE PERSON RESIDENTIAL EXPENSES 5,047,288 REVENUE 4,181,342 SHARED LIVING EXPENSES 395,498 REVENUE 321,590 COMMUNITY BASED DAY SUPPORT EXPENSES 395,498 REVENUE 321,590 EMPLOYMENT/CIES EMPLOYMENT EXPENSES 1,157,966 REVENUE 1,025,246Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$8,844,335TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$9,806,083TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$15,607,162TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee313EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANE PATENAUDE-LEBEAUPersonNm
Phone4136649382PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1771 SOUTH CHURCH STREETAddressLine1Txt
CityNORTH ADAMSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01247ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
RICH WEISENFLUE
CHIEF EXECUT40.00Yes (X)$264,989$0$14,442
ETHEL ALTIERY
CHIEF OPERAT40.00Yes (X)$173,288$0$12,084
LAILA BOUCHER
DIRECTOR2.00$0$0$0Yes (X)
BARBARA CHAPUT
DIRECTOR2.00$0$0$0Yes (X)
JACOB DABROWSKI
DIRECTOR2.00$0$0$0Yes (X)
DR GRAY ELLRODT
DIRECTOR2.00$0$0$0Yes (X)
MARISSA KIRCHNER
DIRECTOR2.00$0$0$0Yes (X)
JANA KUMAR
DIRECTOR2.00$0$0$0Yes (X)
PATTI MESSINA
DIRECTOR2.00$0$0$0Yes (X)
DANA MULLEN
DIRECTOR2.00$0$0$0Yes (X)
STEPHEN NAREY
DIRECTOR2.00$0$0$0Yes (X)
KAREN ROWE
DIRECTOR2.00$0$0$0Yes (X)
KIM BAKER
VICE CHAIR2.00$0$0$0Yes (X)
ANDREW BRIGGS
TREASURER2.00$0$0$0Yes (X)
DANA JOHNSON
CLERK2.00$0$0$0Yes (X)
PETER MIRANTE
CHAIRPERSON2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$438,277TotalReportableCompFromOrgAmt
Total Other Compensation$26,526TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOURCEPASS INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 FENN STREETAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
ServicesCOMP CONSULT/EQServicesDesc
Compensation$142,330CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$26,250FederatedCampaignsAmt
All Other Contributions$94,276AllOtherContributionsAmt
Noncash Contributions$3,379NoncashContributionsAmt
Total Contributions$120,526TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GOV'T CONTRACTS FOR SERVICE$13,369,135$13,369,135
MEDICAID$2,940,601$2,940,601
CLIENT RESOURCES$571,510$571,510
COMMERCIAL ACTIVITIES - CLIEN$82,142$82,142
FieldValueIRS element (for citing)
Total Program Service Revenue$16,963,388TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$578,649TotalRevenueColumnAmt
Related Or Exempt Func Income$578,649RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$322,515SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$321,983SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$532SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$532TotalRevenueColumnAmt
Related Or Exempt Func Income$532RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
ANNUAL MEETING$6,183$6,183
OTHER REVENUE$1,521$1,521
FieldValueIRS element (for citing)
Other Revenue Total$7,704OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,670,799TotalRevenueColumnAmt
Related Or Exempt Func Income$17,542,569RelatedOrExemptFuncIncomeAmt
Exclusion$7,704ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$438,277TotalAmt
Management And General$438,277ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,698,271TotalAmt
Program Services$9,933,164ProgramServicesAmt
Management And General$765,107ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$159,972TotalAmt
Program Services$134,553ProgramServicesAmt
Management And General$25,419ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$906,508TotalAmt
Program Services$762,465ProgramServicesAmt
Management And General$144,043ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,085,322TotalAmt
Program Services$1,002,314ProgramServicesAmt
Management And General$83,008ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,468TotalAmt
Management And General$1,468ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,600TotalAmt
Management And General$32,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,520TotalAmt
Management And General$5,520ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$353,340TotalAmt
Program Services$226,934ProgramServicesAmt
Management And General$126,406ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$202,745TotalAmt
Program Services$174,640ProgramServicesAmt
Management And General$28,105ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$71,284TotalAmt
Program Services$53,228ProgramServicesAmt
Management And General$18,056ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$32,031TotalAmt
Program Services$26,474ProgramServicesAmt
Management And General$5,557ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$899,569TotalAmt
Program Services$878,321ProgramServicesAmt
Management And General$21,248ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$70,527TotalAmt
Program Services$66,980ProgramServicesAmt
Management And General$3,547ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$146TotalAmt
Management And General$146ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$477,803TotalAmt
Program Services$463,360ProgramServicesAmt
Management And General$14,443ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$128,224TotalAmt
Program Services$118,307ProgramServicesAmt
Management And General$9,917ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLIENT/CAREGIVER STIPEND$692,725$692,725
MEALS$281,756$275,436$6,320
DIRECT CARE CONSULTANTS$266,657$266,657
VEHICLE/CLIENT TRANSPORTA$192,136$182,554$9,582

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$464,935TotalAmt
Program Services$349,050ProgramServicesAmt
Management And General$98,041ManagementAndGeneralAmt
Fundraising$17,844FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,461,816TotalAmt
Program Services$15,607,162ProgramServicesAmt
Management And General$1,836,810ManagementAndGeneralAmt
Fundraising$17,844FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,950,352BOYAmt
EOY$73,801EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,885,909BOYAmt
EOY$10,429,314EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,048,157BOYAmt
EOY$1,357,261EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$289,851BOYAmt
EOY$304,214EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,473,757LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,089,707LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,541,765BOYAmt
EOY$7,384,050EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$550,403BOYAmt
EOY$1,792,532EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,599BOYAmt
EOY$6,300EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,280,036BOYAmt
EOY$21,347,472EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,645,747BOYAmt
EOY$1,878,260EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$182,586BOYAmt
EOY$25,639EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$5,909,256BOYAmt
EOY$5,731,357EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,737,589BOYAmt
EOY$7,635,256EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,542,447BOYAmt
EOY$13,709,910EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$2,306EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,542,447BOYAmt
EOY$13,712,216EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,280,036BOYAmt
EOY$21,347,472EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$208,983ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$39,838NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$79,052PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,007,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$292,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,479,599CurrentTaxYearMinus1YearAmt
Current Tax Year$120,526CurrentTaxYearAmt
Total$6,955,662TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,007,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$292,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,479,599CurrentTaxYearMinus1YearAmt
Current Tax Year$120,526CurrentTaxYearAmt
Total$6,955,662TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,955,662PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,693CurrentTaxYearMinus4YearsAmt
Total$42,693TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,913CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$255,575CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,271CurrentTaxYearMinus2YearsAmt
Current Tax Year$6,704CurrentTaxYearAmt
Total$284,463TotalAmt
FieldValueIRS element (for citing)
Total Support$7,282,818TotalSupportAmt
Gross Receipts Rltd Activities$81,177,446GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95510PublicSupportCY170Pct
Public Support PY1700.91930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$25,390DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$12,867DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$12,523DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$885,590OtherCostOrOtherBasisAmt
Book Value$885,590BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,282,340OtherCostOrOtherBasisAmt
Depreciation$3,255,596DepreciationAmt
Book Value$6,026,744BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,044,941OtherCostOrOtherBasisAmt
Depreciation$671,443DepreciationAmt
Book Value$373,498BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$260,886OtherCostOrOtherBasisAmt
Depreciation$162,668DepreciationAmt
Book Value$98,218BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,384,050TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$17,705,117TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$39,838NetUnrealizedGainsInvstAmt
Revenue Not Reported$39,838RevenueNotReportedAmt
Revenue Subtotal$17,665,279RevenueSubtotalAmt
Investment Expenses Not Incld$5,520InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$5,520RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,670,799TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,456,296TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$17,456,296ExpensesSubtotalAmt
Investment Expenses Not Incld2$5,520InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$5,520ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,461,816TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
RICH WEISENFLUE
CHIEF EXECUTIVE OFF.$205,789$56,125$3,075$14,442$279,431
ETHEL ALTIERY
CHIEF OPERATING OFF.$160,401$12,887$12,084$185,372

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
KIM BAKER
VICE CHAIR$6,862INSURANCE AGENT COMMfalse
STEVE NAREY OF DONOVAN O'CONNOR
BOARD MEMBER$1,343LEGAL SERVICESfalse
ANDREW BRIGGS
TREASURER$28,298HEATING/COOLING SVCfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DACQUIRED BRAIN INJURY - PROVIDING RESIDENTIAL SERVICES FOR PEOPLE WITH AN ACQUIRED BRAIN INJURY, INCLUDING ADULT COMPANION, CHORE SERVICES, SUPPORTED EMPLOYMENT, DAY SERVICES, INDIVIDUAL SUPPORTS & COMMUNITY HABILITATION AND TRANSPORTAION EXPENSES 1,479,062 REVENUE 1,676,064 ADULT FAMILY CARE - DESIGNED FOR ANY PERSON WHO IS 15 YEARS OF AGE OR OLDER, WITH A PHYSICAL OR MENTAL DISABILITY OR MEDICAL CONDITION EXPENSES 764,148 REVENUE 770,124 ACQUIRED BRAIN INJURY AND MONEY FOLLOWS THE PERSON RESIDENTIAL EXPENSES 5,047,288 REVENUE 4,181,342 SHARED LIVING EXPENSES 395,498 REVENUE 321,590 COMMUNITY BASED DAY SUPPORT EXPENSES 395,498 REVENUE 321,590 EMPLOYMENT/CIES EMPLOYMENT EXPENSES 1,157,966 REVENUE 1,025,246
FORM 990, PAGE 6, PART VI, LINE 11BBOARD REVIEW ANNUALLY WITH AGENCY CPA AT BOARD MEETING PRIOR TO SUBMISSION
FORM 990, PAGE 6, PART VI, LINE 12CTHERE IS AN ANNUAL REVIEW AND RE-SIGNING OF THE DISCLOSURE POLICY. ANY POSSIBLE CONFLICTS ARE DISCUSSED AT BOARD MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 15ASUBCOMMITTEE OF BOARD DOES ANNUAL REVIEW OF CEO. SUBCOMMITTEE GATHERS INFORMATION FROM OTHER BOARD MEMBERS AS WELL AS STAFF. REVIEW IS DONE OF OTHER AGENCY COMPENSATION OF CEO FOR COMPARABILITY ANALYSIS. CEO DOES THIS REVIEW FOR THE CHIEF OPERATING OFFICER
FORM 990, PAGE 6, PART VI, LINE 15BSUBCOMMITTEE OF BOARD DOES AN ANNUAL REVIEW FOR CEO.
FORM 990, PAGE 6, PART VI, LINE 19COPY OF FORM 990 PROVIDED UPON REQUEST

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