To encourage the increased independence of, and to promote and support responsible choice making by people with intellectual disabilities, mental illness, and autism in the mid coast area.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 8 volunteers and 81 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $283K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$320K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
19 mo
of spending, in cash
Looks good: 18.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.0M
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.9M
+15% vs prior year
Spent
$4.2M
To programs
84%
Net assets
$8.7M
By yearFY2021–FY2025
Revenue
$4.9M
FY2025▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2021$4.2M
FY2022$4.0M
FY2023$4.2M
FY2024$4.3M
FY2025$4.9M
Expenses
$4.2M
FY2025▲ +1%
Tap a bar for its year
Expenses by fiscal year
FY2021$3.8M
FY2022$4.1M
FY2023$3.9M
FY2024$4.2M
FY2025$4.2M
Net assets
$8.7M
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2021$7.7M
FY2022$7.6M
FY2023$7.9M
FY2024$8.0M
FY2025$8.7M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $3.6M Management & general 16% · $665K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $320K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Di
$134,778Pt VII · Sec A
Finance Dire
$102,930Pt VII · Sec A
Operations D
$82,281Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Alex Kautzman’s $135K as Executive Di is at the 45th percentile of top reported officer pay among 733 $1–10M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Alex Kautzman$134,778$121,484$115,123$113,554$106,108
Susan Caldwell$102,930$98,893$98,945——
Janice Warring$82,281$78,358———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering people with disabilities to make responsible choices and live more independently.

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Provided by the organization

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3 programs · $3.2M · in their own filed words · FY2024
01

Residential Services

Provides housing options for individuals to encourage the highest level of independence. Residents live in group homes located in bath, west bath, wiscasset, topsham, and woolwich.

$2.2Mprogram expense
02

Community Supports

Program is designed to integrate members into the community using activities that foster community-based interactions such as volunteering and activities that support a persons health and well-being such as excercise, and social interactions, while interacting with community at large.

$719Kprogram expense
03

Case Management

Work with individuals 18 and older to determine the individual services they need and then work with vendors to provide the services to the individuals. Services that we assist coordinating are housing, employment, medical, therapies, recreation, respite, etc.

$220Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.9M
Ln 12
Fees for servicesLn 2g$3.9M
Investment incomeLn 3$999K
Gifts and grantsLn 1h$13K
Money outPt IX
$4.2M
Ln 25
Programscol B$3.6M
Managementcol C$665K
Owns and owesPt X
$8.7M
net assets · Ln 32
Cash and savingsLn 1–2$6.6M
Total assetsLn 16$9.7M
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
10
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13K
Government grantsLn 1e$2K
Fees for servicesLn 2g$3.9M
Investment incomeLn 3$999K
Other incomeLn 4–11$3K
Gains on assetsLn 7$734K
Total revenueLn 12$4.9M
Assets in detailPt X, end of year
SavingsLn 2$6.6M
Cash and savings togetherLn 1–2$6.6M
Land, buildings, equipmentLn 10c$3.0M
Total assetsLn 16$9.7M
LiabilitiesLn 26$1.0M
Net assetsLn 32$8.7M
OperationsPt I, VI
EmployeesI 581
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$5.6M$6.6M
Land, buildings, equipmentLn 10c$2.4M$3.0M
Total assetsLn 16$9.1M$9.7M
LiabilitiesLn 26$1.1M$1.0M
Net assetsLn 32$8.0M$8.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$364K$364K
Other salaries and wagesLn 7$2.5M$2.3M$123K
Pension plan contributionsLn 8$41K$38K$4K
Other employee benefitsLn 9$231K$213K$18K
Payroll taxesLn 10$215K$180K$35K
Accounting feesLn 11c$30K$23K$7K
Other fees for servicesLn 11g$20K$15K$5K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$4K$4K
Information technologyLn 14$5K$3K$1K
OccupancyLn 16$194K$166K$28K
TravelLn 17$18K$16K$2K
InterestLn 20$29K$17K$11K
Depreciation, depletion and amortizationLn 22$146K$122K$23K
InsuranceLn 23$103K$74K$29K
Other expenses (24a–d)Ln 24$308K$298K$10K
All other expensesLn 24e$62K$57K$5K
Total functional expensesLn 25$4.2M$3.6M$665K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.9M$4.2M$680K$8.7M 990 PDF
FY2024 $4.3M$4.2M$92K$8.0M 990 PDF
FY2023 $4.2M$3.9M$264K$7.9M 990 PDF
FY2022 $4.0M$4.1M−$68K$7.6M 990 PDF
FY2021 $4.2M$3.8M$447K$7.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $4,911,543 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $14,338$13,407
I-9 Program service revenuePrior year $3,980,242$3,896,481
I-10 Investment incomePrior year $278,800$998,859
I-11 Other revenuePrior year −$1,195$2,796
I-12 Total revenuePrior year $4,272,185$4,911,543
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,150,586$3,306,673
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,029,268$925,235
I-18 Total expensesPrior year $4,179,854$4,231,908
I-19 Revenue less expensesPrior year $92,331$679,635
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,911,543 across 9 lines filed
VIII-1a Federated campaigns$11,056
VIII-1e Government grants$1,825
VIII-1f All other contributions, gifts and grants$526
VIII-1h Total contributions, gifts and grants$13,407
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,896,481$3,896,481
VIII-3 Investment incomeExcluded from tax $265,141$265,141
VIII-7 Net gain or loss on sales of assetsExcluded from tax $733,718$733,718
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,796$2,796
VIII-12 Total revenueRelated to mission $3,896,481 · Excluded from tax $1,001,655$4,911,543
Part IX · Statement of functional expenses $4,231,908 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $363,949$363,949
IX-7 Other salaries and wagesPrograms $2,332,416 · Management $122,869$2,455,285
IX-8 Pension plan contributionsPrograms $37,580 · Management $3,641$41,221
IX-9 Other employee benefitsPrograms $213,098 · Management $17,902$231,000
IX-10 Payroll taxesPrograms $180,255 · Management $34,963$215,218
IX-11c Accounting feesPrograms $22,646 · Management $6,970$29,616
IX-11g Other fees for servicesPrograms $14,960 · Management $4,605$19,565
IX-12 Advertising and promotionPrograms $7,760$7,760
IX-13 Office expensesPrograms $4,020$4,020
IX-14 Information technologyPrograms $3,449 · Management $1,062$4,511
IX-16 OccupancyPrograms $166,346 · Management $28,067$194,413
IX-17 TravelPrograms $15,860 · Management $2,273$18,133
IX-20 InterestPrograms $17,405 · Management $11,301$28,706
IX-22 Depreciation, depletion and amortizationPrograms $122,028 · Management $23,477$145,505
IX-23 InsurancePrograms $73,842 · Management $28,807$102,649
IX-24 Other expenses (24a–d)Programs $298,022 · Management $9,938$307,960
IX-24e All other expensesPrograms $57,303 · Management $5,094$62,397
IX-25 Total functional expensesPrograms $3,566,990 · Management $664,918 · Fundraising $0$4,231,908
Part X · Balance sheet $9,702,803 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $5,561,452$6,555,978
X-4 Accounts receivableStart of year $429,473$170,118
X-8 Inventories for sale or useStart of year $12,286$3,056
X-9 Prepaid expenses and deferred chargesStart of year $20,838$16,457
X-10c Land, buildings and equipment, netStart of year $2,423,352$2,957,194
X-16 Total assetsStart of year $9,051,988$9,702,803
X-17 Accounts payable and accrued expensesStart of year $277,872$266,088
X-19 Deferred revenue$2,328
X-26 Total liabilitiesStart of year $1,061,367$1,036,802
X-27 Net assets without donor restrictionsStart of year $7,990,621$8,666,001
X-32 Total net assets or fund balancesStart of year $7,990,621$8,666,001
X-33 Total liabilities and net assetsStart of year $9,051,988$9,702,803
Part XI · Reconciliation of net assets $8,666,001 net assets at year end
XI-1 Total revenue$4,911,543
XI-2 Total expenses$4,231,908
XI-3 Revenue less expenses$679,635
XI-4 Net assets at start of year$7,990,621
XI-9 Other changes in net assets−$4,255
XI-10 Net assets at end of year$8,666,001

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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