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Lirio Resources INC FY2020 filing

Tax-deductible

Monticello, IN501(c)(3)Since 1953Unclassified EIN 35-1138156Revenue $4.9M in FY2020Latest return filed Apr 28, 2026

On file with the IRSlirioresources.org5053 Norway Rd, 47960-1229 · Monticello, INTax-exempt since Jan 1969Publicly supported charity — 170(b)(1)(A)(vi)

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At Lirio we believe every person should have the opportunity to develop to the maximum of his/her potential. In partnership with the community and families, we offer progressive services for individuals with disabling conditions that nurture their talents and skills to become full productive citizens.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$74K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
3 of 6
filings with a surplus
Average surplus $50K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$74K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $39K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$942K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 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
Spent
$5.0M
To programs
80%
Net assets
$3.0M
By yearFY2020–FY2025
Revenue
$4.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.9M
FY2021$5.5M
FY2022$4.9M
FY2023$5.0M
FY2024$5.9M
FY2025$6.0M
Expenses
$5.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.0M
FY2021$5.0M
FY2022$5.0M
FY2023$5.5M
FY2024$5.6M
FY2025$6.0M
Net assets
$3.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.6M
FY2022$3.4M
FY2023$3.0M
FY2024$3.3M
FY2025$3.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Jan 1969.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $3.9M Management & general 20% · $1.0M

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; $74K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Roxanne Roman
Executive Director
$73,664Pt VII · Sec A
Dianne Talbot
Vice President
$0Pt VII · Sec A
Dan Yamtich
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Kathleen Altman
Board Member
$0Pt VII · Sec A
Craig Hooker
President
$0Pt VII · Sec A
Jerry Skinner
Board Member
$0Pt VII · Sec A
Dirk Weiner
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Roxanne Roman$100,954$110,771$106,380$101,703$91,661$73,664

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.

See Lirio Resources INC executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowers individuals with disabilities to reach their full potential through community-based services.

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3 programs · $3.7M · in their own filed words · FY2019
01

Community Living

CDC assists persons with disabilities to access and participate in typical activities of community life. Services include individualized training such as money management, SAFETY/SURVIVAL skills, personal care, nutrition, and personal growth.

$2.3Mprogram expense
02

Adult Services

Offers individual and group training in the community or at one of CDC'S two centers in monticello and rennselaer, indiana. Staff work with clients on targeted goals to REINFORCE/BUILD personal and community skills, address behaviors, enhance the quality of their lives, as well as entertain and stimulate human development to the fullest…

$748Kprogram expense
03

Business Services

CDC operates two production centers which provide work experience and income possibilities for developmentally disabled adults. Packaging, assembling, salvage, janitorial, and office support services are some services generated on a subcontract basis with area businesses and manufacturers.

$645Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
White County United Way INCFY2021$39K
Total grants receivedfrom 1 funder$39K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$4.9M
Ln 12
Fees for servicesLn 2g$4.1M
Gifts and grantsLn 1h$649K
Other incomeLn 4–11$196K
Money outPt IX
$5.0M
Ln 25
Programscol B$3.9M
Managementcol C$1.0M
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$4.0M
LiabilitiesLn 26$942K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$649K
Government grantsLn 1e$567K
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$1K
Other incomeLn 4–11$196K
Total revenueLn 12$4.9M
Assets in detailPt X, end of year
CashLn 1$1.0M
Cash and savings togetherLn 1–2$1.0M
Land, buildings, equipmentLn 10c$2.2M
Other assetsLn 15$91K
Total assetsLn 16$4.0M
LiabilitiesLn 26$942K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 5184
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 FY20End FY20
Cash and savingsLn 1–2$232K$1.0M
Land, buildings, equipmentLn 10c$2.4M$2.2M
Total assetsLn 16$3.3M$4.0M
LiabilitiesLn 26$328K$942K
Net assetsLn 32$3.0M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$90K$88K$2K
Other salaries and wagesLn 7$2.9M$2.5M$407K
Pension plan contributionsLn 8$2K$2K$359
Other employee benefitsLn 9$477K$393K$84K
Payroll taxesLn 10$315K$271K$44K
Other fees for servicesLn 11g$270K$185K$85K
Advertising and promotionLn 12$650$650
Office expensesLn 13$174K$100K$74K
Information technologyLn 14$58K$41K$16K
OccupancyLn 16$198K$88K$110K
TravelLn 17$153K$127K$26K
Conferences, conventions and meetingsLn 19$2K$700$2K
InterestLn 20$6K$70$6K
Depreciation, depletion and amortizationLn 22$222K$122K$101K
Other expenses (24a–d)Ln 24$70K$44K$25K
All other expensesLn 24e$26K$295$26K
Total functional expensesLn 25$5.0M$3.9M$1.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 28, 2026 $6.0M$6.0M$5K$3.3M 990 PDF
FY2024Filed with the IRS Apr 30, 2025 $5.9M$5.6M$351K$3.3M 990 PDF
FY2023Filed with the IRS Mar 12, 2024 $5.0M$5.5M−$458K$3.0M 990 PDF
FY2022Filed with the IRS May 11, 2023 $4.9M$5.0M−$146K$3.4M 990 PDF
FY2021Filed with the IRS May 15, 2022 $5.5M$5.0M$557K$3.6M 990 PDF
FY2020 ViewingFiled with the IRS May 17, 2021 $4.9M$5.0M−$9K$3.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $4,946,653 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $616,479$648,587
I-9 Program service revenuePrior year $4,066,107$4,100,255
I-10 Investment incomePrior year $11,637$1,326
I-11 Other revenuePrior year $276,055$196,485
I-12 Total revenuePrior year $4,970,278$4,946,653
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,025,779$3,775,027
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,353,818$1,180,530
I-18 Total expensesPrior year $5,379,597$4,955,557
I-19 Revenue less expensesPrior year −$409,319−$8,904
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $4,946,653 across 9 lines filed
Lines not itemized here account for $192,804 of total revenue; see the IRS return.
VIII-1a Federated campaigns$12,678
VIII-1e Government grants$567,064
VIII-1f All other contributions, gifts and grants$68,845
VIII-1h Total contributions, gifts and grants$648,587
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,100,255$4,100,255
VIII-3 Investment incomeExcluded from tax $1,326$1,326
VIII-6 Net rental income or lossExcluded from tax −$45−$45
VIII-8 Net income from fundraising eventsExcluded from tax $3,726$3,726
VIII-12 Total revenueRelated to mission $4,293,059 · Unrelated business $0 · Excluded from tax $5,007$4,946,653
Part IX · Statement of functional expenses $4,955,557 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $88,357 · Management $1,803$90,160
IX-7 Other salaries and wagesPrograms $2,484,626 · Management $406,748$2,891,374
IX-8 Pension plan contributionsPrograms $1,679 · Management $359$2,038
IX-9 Other employee benefitsPrograms $392,687 · Management $84,099$476,786
IX-10 Payroll taxesPrograms $270,812 · Management $43,857$314,669
IX-11g Other fees for servicesPrograms $184,645 · Management $84,962$269,607
IX-12 Advertising and promotionManagement $650$650
IX-13 Office expensesPrograms $100,251 · Management $74,007$174,258
IX-14 Information technologyPrograms $41,190 · Management $16,315$57,505
IX-16 OccupancyPrograms $88,265 · Management $109,885$198,150
IX-17 TravelPrograms $127,292 · Management $26,164$153,456
IX-19 Conferences, conventions and meetingsPrograms $700 · Management $1,790$2,490
IX-20 InterestPrograms $70 · Management $6,188$6,258
IX-22 Depreciation, depletion and amortizationPrograms $121,632 · Management $100,694$222,326
IX-24 Other expenses (24a–d)Programs $44,353 · Management $25,179$69,532
IX-24e All other expensesPrograms $295 · Management $26,003$26,298
IX-25 Total functional expensesPrograms $3,946,854 · Management $1,008,703 · Fundraising $0$4,955,557
Part X · Balance sheet $3,954,803 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $232,299$1,021,546
X-3 Pledges and grants receivableStart of year $144,400$144,400
X-4 Accounts receivableStart of year $286,416$354,678
X-8 Inventories for sale or useStart of year $96,582$96,204
X-9 Prepaid expenses and deferred chargesStart of year $57,973$11,505
X-10c Land, buildings and equipment, netStart of year $2,441,328$2,235,631
X-15 Other assetsStart of year $89,585$90,839
X-16 Total assetsStart of year $3,348,583$3,954,803
X-17 Accounts payable and accrued expensesStart of year $318,665$328,484
X-26 Total liabilitiesStart of year $327,710$941,580
X-27 Net assets without donor restrictionsStart of year $2,841,207$2,826,142
X-28 Net assets with donor restrictionsStart of year $179,666$187,081
X-32 Total net assets or fund balancesStart of year $3,020,873$3,013,223
X-33 Total liabilities and net assetsStart of year $3,348,583$3,954,803
Part XI · Reconciliation of net assets $3,013,223 net assets at year end
XI-1 Total revenue$4,946,653
XI-2 Total expenses$4,955,557
XI-3 Revenue less expenses−$8,904
XI-4 Net assets at start of year$3,020,873
XI-5 Net unrealized gains (losses) on investments$1,254
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,013,223

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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