SHELBY RESIDENTIAL AND VOCATIONAL SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHELBY RESIDENTIAL AND VOCATIONAL SERVICES INC (EIN 62-0854890)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-13
- IRS object ID
- 201223489349300127
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-13T14:14:43-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLEET FIRM | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 TEALWOOD LN | AddressLine1 |
| City | CORDOVA | City |
| State | TN | State |
| ZIP Code | 380186334 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620854890 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY RESIDENTIAL & VOCATIONAL | BusinessNameLine1 |
| Business Name Line2 | SERVICES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEL | NameControl |
| Phone | 9013126812 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3971 KNIGHT ARNOLD ROAD | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381182700 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TYLER HAMPTON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9013126812 | Phone |
| Date Signed | 2012-12-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NELSON K FLEET CPA | Name |
| Phone | 9013364602 | Phone |
| Date Prepared | 2012-12-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30716305 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.SRVS.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | SRVS MISSION IS A COMMITMENT TO EXCELLENCE IN PROVIDING OPTIONS AND OPPORTUNITIES FOR PERSONS WITH DISABILITIES THROUGH CARE, EDUCATION AND TRAINING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1147 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4684533 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2954908 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26815957 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27639479 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 60635 | InvestmentIncomePriorYear |
| Investment Income Current Year | 56376 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36383 | OtherRevenuePriorYear |
| Other Revenue Current Year | 42266 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31597508 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30693029 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21719506 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22346241 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 44907 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6057065 | OtherExpensePriorYear |
| Other Expenses Current Year | 6324821 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27776571 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28671062 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3820937 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2021967 | RevenuesLessExpensesCY |
| Total Assets BOY | 16570414 | TotalAssetsBOY |
| Total Assets EOY | 18884221 | TotalAssetsEOY |
| Total Liabilities BOY | 4851151 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5142991 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11719263 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13741230 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SRVS MISSION IS A COMMITMENT TO EXCELLENCE IN PROVIDING OPTIONS AND OPPORTUNITIES FOR PERSONS WITH DISABILITIES THROUGH CARE, EDUCATION AND TRAINING. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11620825 | Expense |
| Description | PROVIDED RESIDENTIAL CARE FOR ADULTS AND CHILDREN WITH DEVELOPMENTAL DISABILITIES. SRVS HAS OVER 80 LIVING SITES IN THE COMMUNITY WITH A VARIETY OF LIVING OPTIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8431405 | Expense |
| Description | PROVIDED HEALTH CARE FACILITIES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING LESS INTENSIVE CARE THAN THAT OFFERED AT A HOSPITAL OR SKILLED NURSING FACILITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1955477 | Expense |
| Description | PROVIDED DAY CARE PROGRAMS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND OPPORTUNITY TO PARTICIPATE IN MEANINGFUL AND PRODUCTIVE ACTIVITIES IN THE COMMUNITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1485571 | Expense |
| Description | PROVIDED ASSISTANCE FOR CHILDREN AND ADULTS WITH MENTAL RETARDATION AND PHYSICAL DISABILITIES. PROVIDED VOCATIONAL TRAINING AND HELP DEVELOP STRONG WORK ETHIC AND SKILLS FOR COMPETITIVE EMPLOYMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1485571 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 23493278 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 1147 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MERLE MCGRUDER | NamePerson |
| Telephone Number | 9013126816 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3971 KNIGHT ARNOLD | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN BARZIZZA | |||||||
| PAST CHAIRPE | 2.00 | X | X | 0 | 0 | 0 | |
| MIKE HARLESS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANNE WESBERRY | |||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| KAREN STUART | |||||||
| 2ND VICE CHA | 2.00 | X | X | 0 | 0 | 0 | |
| CAROL SNOWDEN MORRIS | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| DOTTIE JONES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD SAVIORI | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| DR KELLY ASKINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARK BILLINGSLEY | |||||||
| 1ST VICE CHA | 2.00 | X | 0 | 0 | 0 | ||
| CURTIS KITTRELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HARVEY MIDDLETON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT C LANIER II | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| FRANICS METHENY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SUE RUSSELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LEROY SMITH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LAURA TUMMINELLO | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DR MOUNIR SHAZLY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID TATE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN J WILLIAMS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN L SPRINGFIELD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DR STEVEN RICE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL TERRY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TYLER HAMPTON | |||||||
| EXEC. DIR | 40.00 | 112127 | 0 | 0 | X | ||
| BENJAMIN H BENSON | |||||||
| DIR. IT SVCS | 40.00 | 110365 | 0 | 0 | X | ||
| IRFA A KARMALI | |||||||
| CLIN. COORD. | 40.00 | 100416 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 322908 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUARDIAN HEALTHCARE PROVIDERS | |||||
| 105 WEST PARK DRIVE SUITE 100 | BRENTWOOD | TN | 37027 | THERAPY SERVICE | 893633 |
| RESOURCE ONE MEDICAL STAFFING | |||||
| 1590 BONNIE LANE SUITE 103 | CORDOVA | TN | 38016 | LPN & CNA SERV | 190566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Federated Campaigns | 241621 | FederatedCampaigns |
| Fundraising Events | 148816 | FundraisingEvents |
| Government Grants | 1249275 | GovernmentGrants |
| All Other Contributions | 1315196 | AllOtherContributions |
| Noncash Contributions | 497232 | NoncashContributions |
| Total Contributions | 2954908 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| MEDICAID | 16202744 | 16202744 |
| ICF/MR | 10764762 | 10764762 |
| SALES | 340038 | 340038 |
| CLIENT ROOM AND BOARD | 168027 | 168027 |
| FACILITY BASED THERAPY | 101205 | 101205 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62703 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62703 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27639479 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28982 | TotalRevenueColumn |
| Exclusion | $28,982 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 50670 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 23276 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 27394 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27394 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27394 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 47032 | $47,032 | |
| BAD DEBTS | -4766 | -4766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 42266 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30693029 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27662107 | RelatedOrExemptFunctionIncome |
| Exclusion | $76,014 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19609401 | Total |
| Program Services | 16511005 | ProgramServices |
| Management And General | 3098396 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2736840 | Total |
| Program Services | 2253183 | ProgramServices |
| Management And General | 483657 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38062 | Total |
| Management And General | 38062 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29280 | Total |
| Management And General | 29280 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135016 | Total |
| Program Services | 24806 | ProgramServices |
| Management And General | 110210 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 886165 | Total |
| Program Services | 532452 | ProgramServices |
| Management And General | 353713 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1883125 | Total |
| Program Services | 1455718 | ProgramServices |
| Management And General | 427407 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160724 | Total |
| Program Services | 155238 | ProgramServices |
| Management And General | 5486 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47681 | Total |
| Program Services | 20315 | ProgramServices |
| Management And General | 27366 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152109 | Total |
| Program Services | 7101 | ProgramServices |
| Management And General | 145008 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620570 | Total |
| Program Services | 300105 | ProgramServices |
| Management And General | 320465 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL SERVICES | 1129236 | 1129236 | ||
| FAMILY SUPPORT SERVICES | 918892 | 918892 | ||
| OTHER | 279054 | 185227 | 93827 | |
| FUNDRAISING | 44907 | 44907 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28671062 | Total |
| Program Services | 23493278 | ProgramServices |
| Management And General | 5132877 | ManagementAndGeneral |
| Fundraising | 44907 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575934 | BOY |
| EOY | 761396 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5939646 | BOY |
| EOY | 3034846 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611347 | BOY |
| EOY | 362555 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2376372 | BOY |
| EOY | 2589560 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194572 | BOY |
| EOY | 49195 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40801 | BOY |
| EOY | 35480 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126815 | BOY |
| EOY | 163393 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18662468 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6830423 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5635063 | BOY |
| EOY | 11832045 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33165 | BOY |
| EOY | 33165 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36699 | BOY |
| EOY | 22586 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16570414 | BOY |
| EOY | 18884221 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2153405 | BOY |
| EOY | 2480703 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32544 | BOY |
| EOY | 39477 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2542074 | BOY |
| EOY | 2499683 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123128 | BOY |
| EOY | 123128 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4851151 | BOY |
| EOY | 5142991 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8221202 | BOY |
| EOY | 13741230 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3498061 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11719263 | BOY |
| EOY | 13741230 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16570414 | BOY |
| EOY | 18884221 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2021967 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1141423 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1899495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2961862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4684533 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2954908 | CurrentTaxYear |
| Total | 13642221 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1141423 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1899495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2961862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4684533 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2954908 | CurrentTaxYear |
| Total | 13642221 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 13642221 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25089 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60667 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28982 | CurrentTaxYear |
| Total | 273651 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -72600 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20948 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 405733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36383 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47032 | CurrentTaxYear |
| Total | 437496 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14353368 | TotalSupport |
| Gross Receipts From Admissions Etc | 27634713 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99590 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1324952 | OtherCostOrOtherBasis |
| Book Value | 1324952 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11678434 | OtherCostOrOtherBasis |
| Depreciation | 3270085 | Depreciation |
| Book Value | 8408349 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3967364 | OtherCostOrOtherBasis |
| Depreciation | 2548474 | Depreciation |
| Book Value | 1418890 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1691718 | OtherCostOrOtherBasis |
| Depreciation | 1011864 | Depreciation |
| Book Value | 679854 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11832045 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO STATE AGENCIES - ICF | Description |
| Amount | $123,128 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 123128 | TotalOfAmounts |
| Total Revenue | 30693029 | TotalRevenue |
| Total Expenses | 28671062 | TotalExpenses |
| Excess Or Deficit For Year | 2021967 | ExcessOrDeficitForYear |
| Other | -$62,106 | OtherAmount |
| Total Adjustments | -62106 | TotalAdjustments |
| Excess Or Deficit Per FS | 1959861 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30630923 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -62106 | OtherRevenues |
| Revenue Not Rptd F990 | -62106 | RevenueNotRptdF990 |
| Revenue Subtotal | 30693029 | RevenueSubtotal |
| Total Revenue Per Form990 | 30693029 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28671062 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 28671062 | ExpensesSubtotal |
| Total Expenses Per Form990 | 28671062 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESCROW LIABILITY ARRANGEMENT EXPLANATION | SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE ORGANIZATION MAINTAINS A FINANCIAL CASE MANAGEMENT DIVISION FOR SELECTED CLIENTS, WHEREBY THE CLIENT'S SOCIAL SECURITY CHECKS ARE DEPOSITED MONTHLY AND THEIR EXPENSES ARE PAID BY SRVS STAFF. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | NET CHANGE IN GROUP HOME INVESTMENTS -62,106 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | NET CHANGE IN GROUP HOME INVESTMENTS -62,106 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | TN | LicensedStates |
| Licensed States | MS | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 990PTVIII1C | NameOfEvent1 |
| Gross Receipts Event1 | 148816 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 148816 | CharitableContributionsEvent1 |
| Gross Receipts Total | 148816 | GrossReceiptsTotal |
| Charitable Contributions Total | 148816 | CharitableContributionsTotal |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 497232 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | PROVIDED ASSISTANCE FOR CHILDREN AND ADULTS WITH MENTAL RETARDATION AND PHYSICAL DISABILITIES. PROVIDED VOCATIONAL TRAINING AND HELP DEVELOP STRONG WORK ETHIC AND SKILLS FOR COMPETITIVE EMPLOYMENT. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT COPY OF THE RETURN IS SUBMITTED TO THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND SELECTED BOARD MEMBERS FOR REVIEW. RETURN IS FINALIZED AND FILED WHEN APPROVED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE EXECUTIVE DIRECTOR REVIEWS THE CONFLICT OF INTEREST STATEMENTS COMPLETED AND SIGNED BY ALL BOARD MEMBERS. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS RESPONSIBLE FOR REVIEWING AND SIGNING ALL CONTRACTS INVOLVING THE ORGANIZATION. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR HAS A FORMAL REVIEW WITH THE BOARD OF DIRECTORS EVERY TWO YEARS. PERIODIC CHECKS ARE CONDUCTED TO INSURE PAY IS EQUITABLE BASED ON THIRD PARTY SOURCES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | AGENCY CORE DIRECTORS/TEAM LEADERS ARE EVALUATED ANNUALLY BY THE EXECUTIVE DIRECTOR BASED ON A MERIT SYSTEM. PERIODIC CHECKS AGAINST INDUSTRY NORMS ARE CONDUCTED BY HUMAN RESOURCES TO DETERMINE THAT PAY IS EQUITABLE AND PAY IS COMPARED TO KNOWN SALARY RANGES BASED ON JOB APPLICATIONS OR OTHER THIRD PARTY SOURCES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE VIA THE AGENCY'S WEBSITE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC HOUSING INC | |||||||||||
| 3971 KNIGHT ARNOLD ROAD | MEMPHIS | TN | 38118 | 581382494 | HOUSING | TN | 501C3 | 7 | SHELBY | RESIDENTIAL & VOCATIONAL SERVICES | false |
| SRVS GROUP HOME I INC | |||||||||||
| 3971 KNIGHT ARNOLD ROAD | MEMPHIS | TN | 38118 | 581901717 | HOUSING | TN | 501C3 | 7 | SHELBY | RESIDENTIAL & VOCATIONAL SERVICES | false |
| SRVS GROUP HOME II INC | |||||||||||
| 3971 KNIGHT ARNOLD ROAD | MEMPHIS | TN | 38118 | 581900973 | HOUSING | TN | 501C3 | 7 | SHELBY | RESIDENTIAL & VOCATIONAL SERVICES | false |
| SRVS GROUP HOME III INC | |||||||||||
| 3971 KNIGHT ARNOLD ROAD | MEMPHIS | TN | 38118 | 582022138 | HOUSING | TN | 501C3 | 7 | SHELBY | RESIDENTIAL & VOCATIONAL SERVIES | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SRVS GROUP HOME I | ||
| K | 826 | CONTRACT |
| SRVS GROUP HOME I | ||
| K | 3808 | INVOICE |
| SRVS GROUP HOME I | ||
| R | 22167 | LOAN REPAYMENT |
| SRVS GROUP HOME II | ||
| K | 1890 | CONTRACT |
| SRVS GROUP HOME II | ||
| K | 2616 | INVOICE |
| SRVS GROUP HOME II | ||
| R | 30295 | LOAN REPAYMENT |
| SRVS GROUP HOME III | ||
| K | 1175 | CONTRACT |
| SRVS GROUP HOME I | ||
| K | 826 | CONTRACT |
| SRVS GROUP HOME I | ||
| K | 3808 | INVOICE |
| SRVS GROUP HOME I | ||
| R | 22167 | LOAN REPAYMENT |
| SRVS GROUP HOME II | ||
| K | 1890 | CONTRACT |
| SRVS GROUP HOME II | ||
| K | 2616 | INVOICE |
| SRVS GROUP HOME II | ||
| R | 30295 | LOAN REPAYMENT |
| SRVS GROUP HOME III | ||
| K | 1175 | CONTRACT |