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.
85¢ of each $1 spent went to programs.
$214K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$214K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
16 mo
of spending, in cash
Looks good: 16.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.1M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.2M
+4% vs prior year
Spent
$3.9M
To programs
85%
Net assets
$7.9M
By yearFY2021–FY2025
Revenue
$4.2M
FY2023▲ +4%
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
$3.9M
FY2023▼ -4%
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
$7.9M
FY2023▲ +3%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

85 cents of each dollar spent went to programs.

Program services 85% · $3.4M Management & general 15% · $588K

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; $214K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Di
$115,123Pt VII · Sec A
Finance Dire
$98,945Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$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 · FY2022
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.

$2.4Mprogram 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.

$589Kprogram 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.

$199Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$4.2M
Ln 12
Fees for servicesLn 2g$3.8M
Gifts and grantsLn 1h$217K
Investment incomeLn 3$148K
Money outPt IX
$3.9M
Ln 25
Programscol B$3.4M
Managementcol C$588K
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$5.3M
Total assetsLn 16$9.0M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$217K
Government grantsLn 1e$206K
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$148K
Other incomeLn 4–11$22K
Gains on assetsLn 7−$1K
Total revenueLn 12$4.2M
Assets in detailPt X, end of year
CashLn 1$67K
SavingsLn 2$5.3M
Cash and savings togetherLn 1–2$5.3M
InvestmentsLn 11–13$541K
Land, buildings, equipmentLn 10c$2.7M
Total assetsLn 16$9.0M
LiabilitiesLn 26$1.1M
Net assetsLn 32$7.9M
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 FY23End FY23
Cash and savingsLn 1–2$5.1M$5.3M
InvestmentsLn 11–13$532K$541K
Land, buildings, equipmentLn 10c$2.9M$2.7M
Total assetsLn 16$8.9M$9.0M
LiabilitiesLn 26$1.3M$1.1M
Net assetsLn 32$7.6M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$243K$243K
Other salaries and wagesLn 7$2.3M$2.1M$169K
Pension plan contributionsLn 8$49K$41K$8K
Other employee benefitsLn 9$186K$170K$16K
Payroll taxesLn 10$196K$166K$30K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$29K$12K$17K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$6K$6K
Information technologyLn 14$1K$1K
OccupancyLn 16$184K$159K$25K
TravelLn 17$7K$6K$883
InterestLn 20$33K$17K$16K
Depreciation, depletion and amortizationLn 22$170K$141K$29K
InsuranceLn 23$90K$65K$24K
Other expenses (24a–d)Ln 24$357K$346K$11K
All other expensesLn 24e$54K$54K
Total functional expensesLn 25$3.9M$3.4M$588K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.9M$4.2M$680K$8.7M 990 PDF
FY2024 $4.3M$4.2M$92K$8.0M 990 PDF
FY2023 Viewing $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 FY2023 990 (6 parts)
Part I · Summary $4,204,051 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $268,666$217,060
I-9 Program service revenuePrior year $3,579,612$3,816,459
I-10 Investment incomePrior year $197,612$148,427
I-11 Other revenuePrior year $1,638$22,105
I-12 Total revenuePrior year $4,047,528$4,204,051
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,153,916$2,980,757
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $961,508$959,121
I-18 Total expensesPrior year $4,115,424$3,939,878
I-19 Revenue less expensesPrior year −$67,896$264,173
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $4,204,051 across 10 lines filed
VIII-1a Federated campaigns$10,925
VIII-1e Government grants$205,958
VIII-1f All other contributions, gifts and grants$177
VIII-1h Total contributions, gifts and grants$217,060
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,816,459$3,816,459
VIII-3 Investment incomeExcluded from tax $149,494$149,494
VIII-6 Net rental income or lossExcluded from tax $1,001$1,001
VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,067−$1,067
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $21,104$21,104
VIII-12 Total revenueRelated to mission $3,836,496 · Excluded from tax $150,495$4,204,051
Part IX · Statement of functional expenses $3,939,878 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $243,424$243,424
IX-7 Other salaries and wagesPrograms $2,137,740 · Management $168,597$2,306,337
IX-8 Pension plan contributionsPrograms $40,953 · Management $7,792$48,745
IX-9 Other employee benefitsPrograms $170,175 · Management $15,709$185,884
IX-10 Payroll taxesPrograms $166,004 · Management $30,363$196,367
IX-11c Accounting feesPrograms $20,310$20,310
IX-11g Other fees for servicesPrograms $11,821 · Management $16,873$28,694
IX-12 Advertising and promotionPrograms $8,788$8,788
IX-13 Office expensesPrograms $5,737$5,737
IX-14 Information technologyPrograms $1,473$1,473
IX-16 OccupancyPrograms $159,139 · Management $24,622$183,761
IX-17 TravelPrograms $6,055 · Management $883$6,938
IX-20 InterestPrograms $17,180 · Management $15,634$32,814
IX-22 Depreciation, depletion and amortizationPrograms $141,352 · Management $28,734$170,086
IX-23 InsurancePrograms $65,378 · Management $24,299$89,677
IX-24 Other expenses (24a–d)Programs $346,283 · Management $11,020$357,303
IX-24e All other expensesPrograms $53,540$53,540
IX-25 Total functional expensesPrograms $3,351,928 · Management $587,950 · Fundraising $0$3,939,878
Part X · Balance sheet $9,003,286 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $152,287$67,063
X-2 Savings and temporary cash investmentsStart of year $4,978,858$5,271,142
X-4 Accounts receivableStart of year $370,937$352,182
X-8 Inventories for sale or useStart of year $15,922$15,738
X-9 Prepaid expenses and deferred chargesStart of year $11,751$20,095
X-10c Land, buildings and equipment, netStart of year $2,855,593$2,735,979
X-12 Other securitiesStart of year $531,754$541,087
X-16 Total assetsStart of year $8,917,102$9,003,286
X-17 Accounts payable and accrued expensesStart of year $248,332$268,926
X-19 Deferred revenueStart of year $154,114$2,900
X-26 Total liabilitiesStart of year $1,282,985$1,104,996
X-27 Net assets without donor restrictionsStart of year $7,634,117$7,898,290
X-32 Total net assets or fund balancesStart of year $7,634,117$7,898,290
X-33 Total liabilities and net assetsStart of year $8,917,102$9,003,286
Part XI · Reconciliation of net assets $7,898,290 net assets at year end
XI-1 Total revenue$4,204,051
XI-2 Total expenses$3,939,878
XI-3 Revenue less expenses$264,173
XI-4 Net assets at start of year$7,634,117
XI-10 Net assets at end of year$7,898,290

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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