BETA

INNOVATIVE SERVICES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INNOVATIVE SERVICES INC (EIN 39-1969834)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201513169349303636
Schema version
2014v5.0
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)
Return2015-11-12T13:44:12-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MIDLAND COURT PO BOX 8130AddressLine1Txt
CityJANESVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP535478130ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391969834EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INNOVATIVE SERVICES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINNOBusinessNameControlTxt
Phone9204310962PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 S MADISON STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT JAEGERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9203605544PhoneNum
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C DRAKE CPAPreparerPersonNm
PTINP00074572PTIN
Phone6087525835PhoneNum
Preparation2015-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT JAEGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 S MADISON STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,154,556GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption7121GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressMYINNOVATIVESERVICES.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionINNOVATIVE SERVICES, INC. (ISI) IS COMMITTED TO FLEXIBLE, ACCESSIBLE, AND FAMILY CENTERED SUPPORT SERVICES THAT HONOR THE DIGNITY, RESPECT THE RIGHTS, AND MAXIMIZE THE POTENTIAL OF EACH INDIVIDUAL.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee1862TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$22,592,270PYProgramServiceRevenueAmt
CY Program Service Revenue$24,154,556CYProgramServiceRevenueAmt
PY Investment Income$27,327PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$22,619,597PYTotalRevenueAmt
CY Total Revenue$24,154,556CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,100,252PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,978,373CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,888,610PYOtherExpensesAmt
CY Other Expenses$6,608,874CYOtherExpensesAmt
PY Total Expenses$21,988,862PYTotalExpensesAmt
CY Total Expenses$23,587,247CYTotalExpensesAmt
PY Revenues Less Expenses$630,735PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$567,309CYRevenuesLessExpensesAmt
Total Assets BOY$4,339,587TotalAssetsBOYAmt
Total Assets EOY$5,203,459TotalAssetsEOYAmt
Total Liabilities BOY$3,059,357TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,355,920TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,280,230NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,847,539NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionINNOVATIVE SERVICES, INC. (ISI) IS COMMITTED TO FLEXIBLE, ACCESSIBLE, AND FAMILY CENTERED SUPPORT SERVICES THAT HONOR THE DIGNITY, RESPECT THE RIGHTS, AND MAXIMIZE THE POTENTIAL OF EACH INDIVIDUAL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,781,231ExpenseAmt
Revenue$10,474,618RevenueAmt
DescADULT FAMILY HOMES ARE STATE-LICENSED PROGRAMS IN WHICH 4 OR FEWER NON-RELATED ADULTS WITH DISABILITIES LIVE IN A HOME IN THE COMMUNITY. EACH INDIVIDUAL RECEIVES CARE, TREATMENT OR SERVICES, ABOVE ROOM AND BOARD AND MAY RECEIVE UP TO SEVEN (7) HOURS OF NURSING SERVICES PER WEEK. THE SMALLER SETTING ALLOWS FOR MORE ONE-TO-ONE ATTENTION AND GREATER INTEGRATION INTO THE COMMUNITY. INNOVATIVE SERVICES PROVIDES 24-HOURS PER DAY, 7 DAYS PER WEEK SUPPORT TO CONSUMERS LIVING IN AFH PROGRAMS. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR 138 CLIENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,105,391ExpenseAmt
Revenue$5,883,650RevenueAmt
DescSUPPORTIVE HOME CARE PROVIDES SERVICES TO PERSONS LIVING IN THEIR OWN HOMES AND MAY CONSIST OF ASSISTANCE WITH ANY OF THE FOLLOWING: PERSONAL GROOMING, MEDICATIONS, HOUSEKEEPING, MEAL PREPARATION, LAUNDRY, SHOPPING, COMPANIONSHIP, TRANSPORTATION AND ACCOMPANIMENT FOR MEDICAL/SOCIAL APPOINTMENTS. CLIENTS SELECT THEIR OWN VENDORS, PAY THEIR OWN BILLS AND PURCHASE THEIR OWN SUPPLIES. WHILE CLIENT NEED DICTATES THE NUMBER OF WEEKLY SCHEDULED SUPPORT HOURS, STAFF MAY BE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, TO ASSIST IF THIS SERVICE IS DESIRED. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR 111 CLIENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,378,073ExpenseAmt
Revenue$2,740,582RevenueAmt
DescSUPPORTIVE APARTMENT PROGRAMS ARE SMALL COMMUNITIES OF 3 TO 30 INDIVIDUALS WHO RENT THEIR OWN APARTMENTS CLOSE TO ONE ANOTHER IN AN APARTMENT COMPLEX. THIS PROGRAM PROVIDES 24-HOUR STAFF AVAILABILITY TO PROVIDE ASSISTANCE, AS NEEDED, WITH ANY OF THE FOLLOWING: PERSONAL GROOMING, MEDICATIONS, HOUSEKEEPING, MEAL PREPARATION, LAUNDRY, SHOPPING, COMPANIONSHIP, LEISURE ACTIVITIES INCLUSIVE OF TRANSPORTATION AND ACCOMPANIMENT FOR MEDICAL/SOCIAL APPOINTMENTS. BY MAINTAINING AN OFFICE ON SITE AND THROUGH THE USE OF ASSISTIVE MONITORING TECHNOLOGY, STAFF ARE ABLE TO MEET THE NEEDS OF THE CLIENTS IN THE COMPLEX. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR 510 CLIENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,412,314ExpenseAmt
Revenue$5,055,706RevenueAmt
DescSUPPLEMENTAL SUPPORT SERVICES PROVIDES ON-CALL SUPPORT TO CONSUMERS IN NEED AS WELL AS POSITIVE BEHAVIOR PLANNING FOR CAREGIVERS SERVING INDIVIDUALS WITH CHALLENING BEHAVIORS. SERVICE IS PROVIDED TO CONSUMERS, WITH A BROAD SPECTRUM OF CHALLENGES, BEING SERVED BY INNOVATIVE SERVICES, OTHER CORPORATE PROVIDERS OR IN A TRADITIONAL FAMILY HOME. ON-CALL SUPPORT RESPONDS TO ANY SITUATION THAT MAY CAUSE AN UNSAFE ENVIRONMENT FOR THE CONSUMER OR FOR OTHERS AROUND THEM. TEAM MEMBERS PROVIDE ASSISTANCE IN MANAGING THE SITUATION ON-SITE BUT MAY TEMPORARILY RELOCATE INDIVIDUALS TO ENSURE THE WELLBEING OF ALL INVOLVED. DURING THE YEAR, THE ORGANIZATION PROVIDED CARE FOR 45 CLIENTS. YOUTH SERVICES CONSISTS OF MAXIMIZING COMMUNITY BASED SUPPORTS WHICH TEACH YOUTH ABOUT BARRIERS AND HOW TO OVERCOME THEM. SERVICES ARE PROVIDED TO YOUTH INDIVIDUALS FROM PRE-SCHOOL TO HIGH SCHOOL YEARS WITH MENTAL ILLNESS, BEHAVIORAL DIFFICULTIES, DEVELOPMENTAL DISABILITIES AND MORE. DURING THE YEAR, THE ORGANIZATION PROVIDED SERVICES TO 275 CLIENTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,412,314TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$5,055,706TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$20,677,009TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document151IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1862EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSHA BURKLUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9204310962PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 S MADISON STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR T GERALD WALKER
CHAIRMAN, PRESIDENT3.00Yes (X)Yes (X)$0$0$0
SCOTT JAEGER
SECRETARY3.00Yes (X)Yes (X)$0$0$0
DR JAMES PRICE
DIRECTOR2.00Yes (X)$0$0$0
MEL YORK
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAMBRIDGE MANAGEMENT INITIATIVE INC
1280 HENDERSONVILLE ROADASHEVILLENC28803MANAGEMENT SERVICES$956,984
LINKED LLC
PO BOX 116PITTSVILLEWI54466CONSULTING SERVICES$240,220
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENTIAL SERVICES623000$21,083,919$21,083,919
YOUTH/FAMILY SERVICES624100$1,271,047$1,271,047
VOCATIONAL SERVICES624310$795,255$795,255
COMPREHENSIVE COMMUNITY SERVICES624200$618,583$618,583
OTHER PROGRAM REVENUE623000$385,752$385,752
FieldValueIRS element (for citing)
Total Program Service Revenue$24,154,556TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,154,556TotalRevenueColumnAmt
Related Or Exempt Func Income$24,154,556RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,774,369TotalAmt
Program Services$12,454,008ProgramServicesAmt
Management And General$1,320,361ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,149,798TotalAmt
Program Services$1,904,918ProgramServicesAmt
Management And General$244,880ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,054,206TotalAmt
Program Services$934,123ProgramServicesAmt
Management And General$120,083ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$734,309TotalAmt
Program Services$612,267ProgramServicesAmt
Management And General$122,042ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$132,732TotalAmt
Program Services$123,844ProgramServicesAmt
Management And General$8,888ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,923,485TotalAmt
Program Services$1,559,268ProgramServicesAmt
Management And General$364,217ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$538,290TotalAmt
Program Services$480,160ProgramServicesAmt
Management And General$58,130ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$357,665TotalAmt
Program Services$140,415ProgramServicesAmt
Management And General$217,250ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$211,096TotalAmt
Program Services$190,334ProgramServicesAmt
Management And General$20,762ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$300,363TotalAmt
Program Services$241,385ProgramServicesAmt
Management And General$58,978ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$294,825TotalAmt
Program Services$266,869ProgramServicesAmt
Management And General$27,956ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$641,687$444,314$197,373
CLIENT PROGRAM EXPENSE$429,873$429,873
REPAIRS & MAINTENANCE$387,243$387,243
TELEPHONE/CABLE$376,968$275,576$101,392

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$280,338TotalAmt
Program Services$232,412ProgramServicesAmt
Management And General$47,926ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,587,247TotalAmt
Program Services$20,677,009ProgramServicesAmt
Management And General$2,910,238ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$330,375BOYAmt
EOY$171,859EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,512,002BOYAmt
EOY$2,502,940EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$453,561BOYAmt
EOY$432,650EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,922,110LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,826,100LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,043,649BOYAmt
EOY$2,096,010EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,339,587BOYAmt
EOY$5,203,459EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,029,880BOYAmt
EOY$1,185,550EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,029,477BOYAmt
EOY$2,170,370EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,059,357BOYAmt
EOY$3,355,920EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,280,230BOYAmt
EOY$1,847,539EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,280,230BOYAmt
EOY$1,847,539EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,339,587BOYAmt
EOY$5,203,459EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$567,309ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,225,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,378,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,396,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,619,597CurrentTaxYearMinus1YearAmt
Current Tax Year$24,154,556CurrentTaxYearAmt
Total$114,774,363TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,225,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,378,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,396,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,619,597CurrentTaxYearMinus1YearAmt
Current Tax Year$24,154,556CurrentTaxYearAmt
Total$114,774,363TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$114,774,363PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37CurrentTaxYearMinus4YearsAmt
Total$37TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37CurrentTaxYearMinus4YearsAmt
Total$37TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,225,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,378,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,396,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,619,597CurrentTaxYearMinus1YearAmt
Current Tax Year$24,154,556CurrentTaxYearAmt
Total$114,774,400TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$175,466OtherCostOrOtherBasisAmt
Book Value$175,466BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,584,534OtherCostOrOtherBasisAmt
Depreciation$500,059DepreciationAmt
Book Value$1,084,475BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$156,686OtherCostOrOtherBasisAmt
Depreciation$65,232DepreciationAmt
Book Value$91,454BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$369,929OtherCostOrOtherBasisAmt
Depreciation$272,762DepreciationAmt
Book Value$97,167BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,635,495OtherCostOrOtherBasisAmt
Depreciation$988,047DepreciationAmt
Book Value$647,448BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,096,010TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART IV, LINE 11FFormAndLineReferenceDesc
ExplanationON JANUARY 1, 2009, THE ORGANIZATION ADOPTED A NEW STANDARD RELATED TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AT THE ADOPTION DATE, THE ORGANIZATION APPLIED THE NEW ACCOUNTING STANDARD TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THERE WAS NO EFFECT OF THE ADOPTION OF THIS NEW STANDARD ON THE ORGANIZATION'S FINANCIAL STATEMENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11DISTRIBUTED TO MEMBERS OF BOARD TO REVIEW. IF THERE ARE QUESTIONS, THE CONTROLLER ADDRESSES EACH ONE ON AN INDIVIDUAL BASIS. IF ISSUES OR DISAGREEMENTS ARISE, A CONFERENCE CALL IS SCHEDULED FOR THE BOARD TO REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY REVIEWED BY BOARD OF DIRECTORS AND MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION HAS CONTRACTED WITH CAMBRIDGE MANAGEMENT INC. TO PERFORM CEO AND VARIOUS OTHER ADMINISTRATIVE POSTIONS. THE CONTRACT RATES ARE EVALUATED BY AN INDEPENDENT ACCOUNTING FIRM WHO CONDUCTS STUDIES OF SIMILIAR POSITIONS & TYPE OF WORK. THE FEE FOR SERVICES IS THEN SUBJECT TO BOARD APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND TAKES RESPONSIBILITY FOR THE FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
CAMBRIDGE SERVICES INC
PO BOX 1155ARDENNC28704742566411MANAGEMENTTN501C3LINE 9FOUNDATION FOR THE ELDERLY INC EIN 76-02737560
COMMUNITY HOMES INC
445 S MADISON STGREEN BAYWI54301391961975ADMINISTRATIVE SERVICESWI501C3LINE 9FOUNDATION FOR THE ELDERLY INC EIN 76-02737560
FOUNDATION FOR THE ELDERLY INC
PO BOX 1155ARDENNC28704760273756MANAGEMENTTN501C3LINE 90N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COMMUNITY HOMES INC
L$29,729MANAGEMENT SERVICES AGREEMENT
CAMBRIDGE SERVICES INC
M$532,000MANAGEMENT SERVICES AGREEMENT

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