Association for Individual Development FY2020 filing

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To empower people with physical, developmental, intellectual and mental health challenges to enjoy lives of dignity and purpose.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$851K 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
4 of 6
filings with a surplus
Average surplus $3.1M a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$851K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
10
named funders · $608K
Looks good: 10 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$8.9M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$33.8M
Spent
$34.2M
To programs
92%
Net assets
$12.1M
By yearFY2020–FY2025
Revenue
$33.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$33.8M
FY2021$39.4M
FY2022$36.0M
FY2023$52.8M
FY2024$52.5M
FY2025$57.7M
Expenses
$34.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$34.2M
FY2021$34.5M
FY2022$36.5M
FY2023$43.1M
FY2024$48.7M
FY2025$56.3M
Net assets
$12.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$12.1M
FY2021$17.5M
FY2022$16.3M
FY2023$26.1M
FY2024$29.8M
FY2025$31.3M

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 May 1963.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $31.5M Management & general 7% · $2.5M Fundraising 1% · $266K

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

18 people listed on the 990; $851K 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
Former President/CEO
$180,877Pt VII · Sec A
President/CEO
$160,404Pt VII · Sec A
$150,010Pt VII · Sec A
SR. VP - Developmental Disabilities
$130,000Pt VII · Sec A
$120,016Pt VII · Sec A
VP - Mental Health
$110,011Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Frances L Baker’s $210K as President/CEO is at the 49th percentile of top reported officer pay among 3122 $10–100M human services 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Frances L Baker$210,168$206,928$170,871$165,761$165,761$160,404
Rajnish Mandrelle$188,219$185,916$162,683$134,288$134,288$150,010
Lynn O'Shea—————$180,877
Wanda Thomas———$180,430$180,430$130,000
Joanne Furnas$149,657$145,650$108,020$99,589$99,589$110,011
Kimberly Buckheister$135,502$134,752$87,205———
Courtney Littlejohn$135,237$135,237$102,781$76,085$76,085—
Stephanie Norwood$132,502$129,265$102,980$89,131$89,131—

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 Association for Individual Development 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 15aYes

Programs and updates

Helps people with health challenges live with dignity and purpose.

Questions for Association for Individual Development

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Your first name shows with your question. Association for Individual Development answers here, for everyone.

3 programs · $24.6M · in their own filed words · FY2019
01

Developmental Disability Community Living Services

Residential and support services to individuals with developmental disabilities intended to promote community integration, independence in daily living and economic self sufficiency. Served 242 clients.

$13.2Mprogram expense
02

Behavioral Health Community Living Services

Clients living with mental illness residing in supported and supervised apartments. Served 968 clients.

$6.2Mprogram expense
03

Community Integration and Employment Services

Rehab centers, developmental training, janitorial and job placement services. Provides long term training in work, daily living and adaptive skills to maximize independent functioning and qualify for advanced vocational training programs. Assists individuals in finding jobs throughout the area and provides subsequent coaching support.

$5.2Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 10 funders →
Grants paid · 6 grants · $337K · 2022–2024
Unitemized GrantFY2024$177,515
Unitemized GrantFY2024$49,165
Unitemized GrantFY2023$62,462
Unitemized GrantFY2023$15,786
Unitemized GrantFY2022$17,741
Unitemized GrantFY2022$14,149

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2024 · $1.7M federal money spent
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Direct$998K
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Direct$355K
Emergency Solutions Grant ProgramDepartment of Housing and Urban Development · ALN 14.231 · Direct$136K
Subminimum Wage to Competitive Inegreated EmploymentDepartment of Education · ALN 84.421 · Direct$125K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Direct$92K

The auditor reported: a material weakness in money controls.

Year ending Jun 2023 · $1.9M federal money spent
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Direct$1.4M
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Direct$307K
Emergency Solutions Grant ProgramDepartment of Housing and Urban Development · ALN 14.231 · Direct$149K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Direct$92K

The auditor reported no findings.

Year ending Jun 2022 · $928K federal money spent
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Direct$499K
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Direct$111K
Enhanced Mobility of Seniors and Individuals with DisabilitiesDepartment of Transportation · ALN 20.513 · Direct$110K
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Direct$109K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Direct$92K

Plus 2 smaller programs.

The auditor reported no findings.

Year ending Jun 2021 · $982K federal money spent
Enhanced Mobility of Seniors and Individuals with DisabilitiesDepartment of Transportation · ALN 20.513 · Direct$844K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Direct$92K
Job Access and Reverse Commute ProgramDepartment of Transportation · ALN 20.516 · Direct$41K
New Freedom ProgramDepartment of Transportation · ALN 20.521 · Direct$3K
Supported Employment Services for Individuals with the Most Significant DisabilitiesDepartment of Education · ALN 84.187 · Direct$1K

Plus 1 smaller program.

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$33.8M
Ln 12
Fees for servicesLn 2g$28.0M
Gifts and grantsLn 1h$5.6M
Other incomeLn 4–11$181K
Money outPt IX
$34.2M
Ln 25
Programscol B$31.5M
Managementcol C$2.5M
Fundraisingcol D$266K
Owns and owesPt X
$12.1M
net assets · Ln 32
Cash and savingsLn 1–2$7.7M
Total assetsLn 16$21.0M
LiabilitiesLn 26$8.9M
PeoplePt VI, VII
18
listed · VII A
PaidVII A6
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.6M
Government grantsLn 1e$4.7M
Noncash giftsLn 1g$63K
Fundraising eventsLn 1c$23K
Fees for servicesLn 2g$28.0M
Investment incomeLn 3$78K
Other incomeLn 4–11$181K
Gains on assetsLn 7$2K
Total revenueLn 12$33.8M
Assets in detailPt X, end of year
CashLn 1$4.9M
SavingsLn 2$2.8M
Cash and savings togetherLn 1–2$7.7M
Land, buildings, equipmentLn 10c$8.4M
Other assetsLn 15$29K
Total assetsLn 16$21.0M
LiabilitiesLn 26$8.9M
Net assetsLn 32$12.1M
OperationsPt I, VI
EmployeesI 5818
VolunteersI 653
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$63K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4.0M$7.7M
Land, buildings, equipmentLn 10c$8.5M$8.4M
Total assetsLn 16$16.5M$21.0M
LiabilitiesLn 26$3.8M$8.9M
Net assetsLn 32$12.6M$12.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$7K$7K
Pay of current officers, directors and key staffLn 5$907K$845K$55K$7K
Other salaries and wagesLn 7$20.1M$18.8M$1.2M$145K
Other employee benefitsLn 9$3.3M$3.2M$127K$14K
Payroll taxesLn 10$1.5M$1.4M$94K$11K
Lobbying feesLn 11d$55K$55K
Investment management feesLn 11f$20K$20K
Other fees for servicesLn 11g$600K$536K$64K$348
Office expensesLn 13$30K$8K$18K$4K
OccupancyLn 16$1.8M$1.7M$140K$3K
TravelLn 17$507K$484K$21K$1K
Conferences, conventions and meetingsLn 19$55K$27K$29K$101
InterestLn 20$101K$87K$14K
Depreciation, depletion and amortizationLn 22$774K$713K$61K$25
InsuranceLn 23$138K$106K$32K$305
Other expenses (24a–d)Ln 24$3.4M$3.0M$358K$80K
All other expensesLn 24e$749K$520K$229K$12
Total functional expensesLn 25$34.2M$31.5M$2.5M$266K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 15, 2026 $57.7M$56.3M$1.5M$31.3M 990 PDF
FY2024Filed with the IRS May 14, 2025 $52.5M$48.7M$3.7M$29.8M 990 PDF
FY2023Filed with the IRS May 15, 2024 $52.8M$43.1M$9.6M$26.1M 990 PDF
FY2022Filed with the IRS May 15, 2023 $36.0M$36.5M−$529K$16.3M 990 PDF
FY2021Filed with the IRS May 13, 2022 $39.4M$34.5M$4.9M$17.5M 990 PDF
FY2020 ViewingFiled with the IRS May 11, 2021 $33.8M$34.2M−$443K$12.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $33,800,499 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,567,096$5,563,087
I-9 Program service revenuePrior year $25,788,443$27,978,739
I-10 Investment incomePrior year $206,425$78,067
I-11 Other revenuePrior year $62,798$180,606
I-12 Total revenuePrior year $31,624,762$33,800,499
I-13 Grants and similar amounts paidPrior year $9,883$7,397
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $24,088,644$25,914,656
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,496,738$8,321,626
I-18 Total expensesPrior year $31,595,265$34,243,679
I-19 Revenue less expensesPrior year $29,497−$443,180
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $33,800,499 across 14 lines filed
Lines not itemized here account for $12,474 of total revenue; see the IRS return.
VIII-1a Federated campaigns$21,617
VIII-1b Membership dues$97,439
VIII-1c Fundraising events$22,542
VIII-1e Government grants$4,722,909
VIII-1f All other contributions, gifts and grants$698,580
VIII-1g Noncash contributions (included above)$63,021
VIII-1h Total contributions, gifts and grants$5,563,087
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,966,265$27,966,265
VIII-3 Investment incomeExcluded from tax $76,505$76,505
VIII-6 Net rental income or lossExcluded from tax $13,697$13,697
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,562$1,562
VIII-8 Net income from fundraising eventsExcluded from tax $122,279$122,279
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $44,630$44,630
VIII-12 Total revenueRelated to mission $27,978,739 · Unrelated business $0 · Excluded from tax $258,673$33,800,499
Part IX · Statement of functional expenses $34,243,679 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $7,397$7,397
IX-5 Pay of current officers, directors and key staffPrograms $844,872 · Management $55,088 · Fundraising $6,546$906,506
IX-7 Other salaries and wagesPrograms $18,778,059 · Management $1,222,533 · Fundraising $145,231$20,145,823
IX-9 Other employee benefitsPrograms $3,176,197 · Management $127,276 · Fundraising $13,702$3,317,175
IX-10 Payroll taxesPrograms $1,440,622 · Management $93,553 · Fundraising $10,977$1,545,152
IX-11d Lobbying feesPrograms $54,528$54,528
IX-11f Investment management feesManagement $20,202$20,202
IX-11g Other fees for servicesPrograms $535,623 · Management $64,044 · Fundraising $348$600,015
IX-13 Office expensesPrograms $7,760 · Management $18,107 · Fundraising $4,350$30,217
IX-16 OccupancyPrograms $1,706,128 · Management $140,038 · Fundraising $3,474$1,849,640
IX-17 TravelPrograms $483,970 · Management $21,164 · Fundraising $1,420$506,554
IX-19 Conferences, conventions and meetingsPrograms $26,687 · Management $28,670 · Fundraising $101$55,458
IX-20 InterestPrograms $86,612 · Management $13,902$100,514
IX-22 Depreciation, depletion and amortizationPrograms $712,763 · Management $61,033 · Fundraising $25$773,821
IX-23 InsurancePrograms $105,662 · Management $31,877 · Fundraising $305$137,844
IX-24 Other expenses (24a–d)Programs $3,006,284 · Management $357,768 · Fundraising $79,823$3,443,875
IX-24e All other expensesPrograms $519,904 · Management $229,042 · Fundraising $12$748,958
IX-25 Total functional expensesPrograms $31,493,068 · Management $2,484,297 · Fundraising $266,314$34,243,679
Part X · Balance sheet $21,006,960 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,186,654$4,921,124
X-2 Savings and temporary cash investmentsStart of year $2,787,945$2,800,894
X-3 Pledges and grants receivableStart of year $3,698,024$3,760,788
X-9 Prepaid expenses and deferred chargesStart of year $265,528$1,050,174
X-10c Land, buildings and equipment, netStart of year $8,494,600$8,444,742
X-15 Other assetsStart of year $32,366$29,238
X-16 Total assetsStart of year $16,465,117$21,006,960
X-17 Accounts payable and accrued expensesStart of year $1,889,346$2,320,269
X-19 Deferred revenueStart of year $1,178,206$5,603,138
X-25 Other liabilitiesStart of year $777,880$943,096
X-26 Total liabilitiesStart of year $3,845,432$8,866,503
X-27 Net assets without donor restrictionsStart of year $10,559,458$11,802,620
X-28 Net assets with donor restrictionsStart of year $2,060,227$337,837
X-32 Total net assets or fund balancesStart of year $12,619,685$12,140,457
X-33 Total liabilities and net assetsStart of year $16,465,117$21,006,960
Part XI · Reconciliation of net assets $12,140,457 net assets at year end
XI-1 Total revenue$33,800,499
XI-2 Total expenses$34,243,679
XI-3 Revenue less expenses−$443,180
XI-4 Net assets at start of year$12,619,685
XI-5 Net unrealized gains (losses) on investments−$36,048
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,140,457

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

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