Kadima FY2020 filing

Southfield, MIUnknown exempt organization EIN 38-2630596Revenue $4.6M in FY2020Latest return filed Feb 7, 2025

On file with the IRSkadimacenter.orgSouthfield, MI

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To provide residential, therapeutic, & social services to people with mental health needs.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
77¢ of each $1 spent went to programs.
$190K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $115K a year · 3% of revenue · last 5 filings
A surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
77% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$190K
to officers and key staff · 4% of spending
Pay to officers and key staff is 4% of spending.
Part VII, Section A
2.4 mo
of spending, in cash
Plus $3.5M in investments, Pt X · Ln 11–13
2.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $35K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$944K
11% of total assets
Liabilities are 11% of assets.
Pt X · Ln 26
Independent board members
18
of 18 voting members
18 of 18 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$4.6M
Spent
$4.7M
To programs
77%
Net assets
$7.8M
By yearFY2020–FY2024
Revenue
$4.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.6M
FY2021$5.4M
FY2022$3.9M
FY2023$3.7M
FY2024$2.9M
Expenses
$4.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4.7M
FY2021$4.7M
FY2022$3.7M
FY2023$4.3M
FY2024$3.7M
Net assets
$7.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.8M
FY2021$8.9M
FY2022$5.3M
FY2023$4.7M
FY2024$0

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

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $3.6M Management & general 19% · $876K Fundraising 5% · $219K

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

19 people listed on the 990; $190K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$190,300Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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

NameFY2022FY2021FY2020
Eric Adelman$226,917$210,346$190,300

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 Kadima 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

Offers housing, therapy, and social support for individuals with mental health challenges.

Questions for Kadima

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3 programs · $3.4M · in their own filed words · FY2019
01

Residential Direct Care Program

Kadima's residential direct care program has five licensed homes staffed 24 hours per day, 7 days a week and six semi-independent homes that are staffed between 8 and 16 hours per day 7 days a week.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
$3.0Mprogram expense
02

Community Living Support

Kadima's community living support provides services to persons served that live in the community as well as 12 properties managed by kadima. Services are provided on an as needed basis, determined through an assessment process completed at the time of admission and as needed throughout service duration.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
$230Kprogram expense
03

Zussman Activity Center

The lois and milton y. Zussman activity center provides a safe haven for kadima clients where they can enjoy and benefit from social and cultural activities, educational classes, vocational support, volunteer engagement, culinary experiences, and a community atmosphere with their peers.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
$195Kprogram 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 · FY2024
Total grants receivedfrom 1 funder$35K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.6M
Ln 12
Fees for servicesLn 2g$2.7M
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$86K
Money outPt IX
$4.7M
Ln 25
Programscol B$3.6M
Managementcol C$876K
Fundraisingcol D$219K
Owns and owesPt X
$7.8M
net assets · Ln 32
Cash and savingsLn 1–2$948K
Total assetsLn 16$8.7M
LiabilitiesLn 26$944K
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$46K
Noncash giftsLn 1g$115K
Fundraising eventsLn 1c$165K
Fees for servicesLn 2g$2.7M
Investment incomeLn 3$86K
Gains on assetsLn 7$24K
Total revenueLn 12$4.6M
Assets in detailPt X, end of year
CashLn 1$948K
Cash and savings togetherLn 1–2$948K
Pledges and grants receivableLn 3$251K
Accounts receivableLn 4$153K
Prepaid expenses and deferred chargesLn 9$64K
Land, buildings, equipmentLn 10c$3.8M
InvestmentsLn 11–13$3.5M
Total assetsLn 16$8.7M
LiabilitiesLn 26$944K
Net assetsLn 32$7.8M
OperationsPt I, VI
EmployeesI 5198
VolunteersI 670
Fiscal year endsHeaderSeptember
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$115K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$23K
Share of the $3.6M endowmentSch D 1g0.64%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$3.6M$3.5M$2.5M$1.2M$1.2M
AddedLn 1b$241K$1.0M$1.5M
SpentLn 1d–1f$311K$134K$253K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$45K$948K
InvestmentsLn 11–13$3.5M$3.5M
Land, buildings, equipmentLn 10c$3.9M$3.8M
Total assetsLn 16$7.9M$8.7M
LiabilitiesLn 26$246K$944K
Net assetsLn 32$7.7M$7.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$219K$182K$25K$12K
Other salaries and wagesLn 7$2.5M$2.1M$198K$149K
Pension plan contributionsLn 8$39K$23K$15K$1K
Other employee benefitsLn 9$199K$117K$75K$6K
Payroll taxesLn 10$159K$94K$60K$5K
Legal feesLn 11b$17K$3K$13K
Accounting feesLn 11c$30K$6K$24K
Lobbying feesLn 11d$8K$2K$6K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$102K$20K$82K
Advertising and promotionLn 12$36K$6K$23K$7K
Office expensesLn 13$60K$33K$27K$1K
Information technologyLn 14$67K$17K$47K$3K
OccupancyLn 16$404K$344K$61K
TravelLn 17$179K$177K$2K
Depreciation, depletion and amortizationLn 22$153K$103K$51K
InsuranceLn 23$101K$50K$50K
Other expenses (24a–d)Ln 24$386K$257K$94K$35K
Total functional expensesLn 25$4.7M$3.6M$876K$219K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Feb 7, 2025 $2.9M$3.7M−$795K$0 990 PDF
FY2023Filed with the IRS Feb 14, 2024 $3.7M$4.3M−$623K$4.7M 990 PDF
FY2022Filed with the IRS Apr 4, 2023 $3.9M$3.7M$181K$5.3M 990 PDF
FY2021Filed with the IRS Jul 11, 2022 $5.4M$4.7M$740K$8.9M 990 PDF
FY2020 ViewingFiled with the IRS Mar 30, 2021 $4.6M$4.7M−$79K$7.8M 990 PDF

Schedules filed Part IV

D · Assets and endowments I · Grants J · Pay M · Noncash O · Explanations
See the full FY2020 990
Part I · Summary $4,581,786 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,299,124$1,858,479
I-9 Program service revenuePrior year $3,405,262$2,664,917
I-10 Investment incomePrior year $77,929$85,530
I-11 Other revenuePrior year −$34,010−$27,140
I-12 Total revenuePrior year $5,748,305$4,581,786
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 $3,838,536$3,095,471
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,854,825$1,565,784
I-18 Total expensesPrior year $5,693,361$4,661,255
I-19 Revenue less expensesPrior year $54,944−$79,469
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $4,581,786 across 10 lines filed
VIII-1c Fundraising events$165,202
VIII-1e Government grants$46,334
VIII-1f All other contributions, gifts and grants$1,646,943
VIII-1g Noncash contributions (included above)$115,310
VIII-1h Total contributions, gifts and grants$1,858,479
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,664,917$2,664,917
VIII-3 Investment incomeExcluded from tax $61,834$61,834
VIII-7 Net gain or loss on sales of assetsExcluded from tax $23,696$23,696
VIII-8 Net income from fundraising eventsExcluded from tax −$27,140−$27,140
VIII-12 Total revenueRelated to mission $2,664,917 · Unrelated business $0 · Excluded from tax $58,390$4,581,786
Part IX · Statement of functional expenses $4,661,255 across 18 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $181,715 · Management $24,627 · Fundraising $12,413$218,755
IX-7 Other salaries and wagesPrograms $2,132,844 · Management $198,403 · Fundraising $148,803$2,480,050
IX-8 Pension plan contributionsPrograms $22,950 · Management $14,782 · Fundraising $1,167$38,899
IX-9 Other employee benefitsPrograms $117,199 · Management $75,484 · Fundraising $5,959$198,642
IX-10 Payroll taxesPrograms $93,884 · Management $60,467 · Fundraising $4,774$159,125
IX-11b Legal feesPrograms $3,302 · Management $13,402$16,704
IX-11c Accounting feesPrograms $5,887 · Management $23,897$29,784
IX-11d Lobbying feesPrograms $1,522 · Management $6,178$7,700
IX-11f Investment management feesManagement $23,203$23,203
IX-11g Other fees for servicesPrograms $20,239 · Management $82,160$102,399
IX-12 Advertising and promotionPrograms $5,987 · Management $23,028 · Fundraising $6,555$35,570
IX-13 Office expensesPrograms $32,888 · Management $26,550 · Fundraising $1,060$60,498
IX-14 Information technologyPrograms $16,745 · Management $46,884 · Fundraising $3,349$66,978
IX-16 OccupancyPrograms $343,794 · Management $60,669$404,463
IX-17 TravelPrograms $176,860 · Management $1,786$178,646
IX-22 Depreciation, depletion and amortizationPrograms $102,654 · Management $50,561$153,215
IX-23 InsurancePrograms $50,337 · Management $50,337$100,674
IX-24 Other expenses (24a–d)Programs $257,197 · Management $93,565 · Fundraising $35,188$385,950
IX-25 Total functional expensesPrograms $3,566,004 · Management $875,983 · Fundraising $219,268$4,661,255
Part X · Balance sheet $8,699,973 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $44,667$947,742
X-3 Pledges and grants receivableStart of year $105,000$251,344
X-4 Accounts receivableStart of year $289,032$153,267
X-9 Prepaid expenses and deferred chargesStart of year $61,554$63,685
X-10c Land, buildings and equipment, netStart of year $3,906,059$3,752,844
X-11 Publicly traded securitiesStart of year $3,540,385$3,531,091
X-16 Total assetsStart of year $7,946,697$8,699,973
X-17 Accounts payable and accrued expensesStart of year $166,334$202,241
X-23 Secured mortgages and notes payable$661,337
X-25 Other liabilitiesStart of year $80,000$80,000
X-26 Total liabilitiesStart of year $246,334$943,578
X-27 Net assets without donor restrictionsStart of year $4,182,313$4,071,929
X-28 Net assets with donor restrictionsStart of year $3,518,050$3,684,466
X-32 Total net assets or fund balancesStart of year $7,700,363$7,756,395
X-33 Total liabilities and net assetsStart of year $7,946,697$8,699,973
Part XI · Reconciliation of net assets $7,756,395 net assets at year end
XI-1 Total revenue$4,581,786
XI-2 Total expenses$4,661,255
XI-3 Revenue less expenses−$79,469
XI-4 Net assets at start of year$7,700,363
XI-5 Net unrealized gains (losses) on investments$132,237
XI-6 Donated services and use of facilities$3,264
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,756,395

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

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