Kadima FY2021 filing

Southfield, MIUnknown exempt organization EIN 38-2630596Revenue $5.4M in FY2021Latest 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, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
75¢ of each $1 spent went to programs.
$210K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
75%
of spending
75% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$210K
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
0.8 mo
of spending, in cash
Plus $5.0M in investments, Pt X · Ln 11–13
0.8 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
$325K
4% of total assets
Liabilities are 4% 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
$5.4M
+18% vs prior year
Spent
$4.7M
To programs
75%
Net assets
$8.9M
By yearFY2020–FY2024
Revenue
$5.4M
FY2021▲ +18%
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
FY2021-0.1%
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
$8.9M
FY2021▲ +14%
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 FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 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

75 cents of each dollar spent went to programs.

Program services 75% · $3.5M Management & general 21% · $996K Fundraising 4% · $169K

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; $210K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$210,346Pt 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.

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3 programs · $3.3M · in their own filed words · FY2020
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 four semi-independent homes that are staffed between 8 and 16 hours per day 7 days a week.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
$2.9Mprogram expense
02

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, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
$234Kprogram expense
03

Community Living Support

Kadima's community living support provides services to persons served that live in the community as well as 11 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, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-2630596) · Dispute this line
$221Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$5.4M
Ln 12
Gifts and grantsLn 1h$2.7M
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$494K
Money outPt IX
$4.7M
Ln 25
Programscol B$3.5M
Managementcol C$996K
Fundraisingcol D$169K
Owns and owesPt X
$8.9M
net assets · Ln 32
Cash and savingsLn 1–2$297K
Total assetsLn 16$9.2M
LiabilitiesLn 26$325K
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$2.7M
Government grantsLn 1e$829K
Noncash giftsLn 1g$995
Fundraising eventsLn 1c$148K
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$494K
Gains on assetsLn 7$394K
Total revenueLn 12$5.4M
Assets in detailPt X, end of year
CashLn 1$297K
Cash and savings togetherLn 1–2$297K
Pledges and grants receivableLn 3$254K
Accounts receivableLn 4$124K
Prepaid expenses and deferred chargesLn 9$62K
Land, buildings, equipmentLn 10c$3.4M
InvestmentsLn 11–13$5.0M
Total assetsLn 16$9.2M
LiabilitiesLn 26$325K
Net assetsLn 32$8.9M
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
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$26K
Share of the $4.8M endowmentSch D 1g0.54%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$4.8M$3.6M$3.5M$2.5M$1.2M
AddedLn 1b$703K$241K$1.0M$1.5M
SpentLn 1d–1f$10K$311K$134K$253K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$948K$297K
InvestmentsLn 11–13$3.5M$5.0M
Land, buildings, equipmentLn 10c$3.8M$3.4M
Total assetsLn 16$8.7M$9.2M
LiabilitiesLn 26$944K$325K
Net assetsLn 32$7.8M$8.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$257K$218K$27K$12K
Other salaries and wagesLn 7$2.3M$2.0M$187K$113K
Pension plan contributionsLn 8$39K$23K$15K$1K
Other employee benefitsLn 9$187K$111K$71K$6K
Payroll taxesLn 10$150K$89K$57K$5K
Legal feesLn 11b$72K$17K$55K
Accounting feesLn 11c$103K$24K$79K
Lobbying feesLn 11d$8K$2K$6K
Investment management feesLn 11f$26K$26K
Other fees for servicesLn 11g$209K$49K$160K
Advertising and promotionLn 12$16K$2K$8K$6K
Office expensesLn 13$66K$40K$24K$1K
Information technologyLn 14$69K$17K$48K$3K
OccupancyLn 16$346K$294K$52K
TravelLn 17$154K$153K$2K
Depreciation, depletion and amortizationLn 22$155K$104K$51K
InsuranceLn 23$104K$52K$52K
Other expenses (24a–d)Ln 24$388K$290K$76K$22K
Total functional expensesLn 25$4.7M$3.5M$996K$169K

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
FY2021 ViewingFiled with the IRS Jul 11, 2022 $5.4M$4.7M$740K$8.9M 990 PDF
FY2020Filed 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 O · Explanations
See the full FY2021 990
Part I · Summary $5,395,415 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,858,479$2,665,287
I-9 Program service revenuePrior year $2,664,917$2,237,690
I-10 Investment incomePrior year $85,530$493,549
I-11 Other revenuePrior year −$27,140−$1,111
I-12 Total revenuePrior year $4,581,786$5,395,415
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 $3,095,471$2,939,465
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,565,784$1,715,485
I-18 Total expensesPrior year $4,661,255$4,654,950
I-19 Revenue less expensesPrior year −$79,469$740,465
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 $5,395,415 across 10 lines filed
VIII-1c Fundraising events$147,892
VIII-1e Government grants$829,358
VIII-1f All other contributions, gifts and grants$1,688,037
VIII-1g Noncash contributions (included above)$995
VIII-1h Total contributions, gifts and grants$2,665,287
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,237,690$2,237,690
VIII-3 Investment incomeExcluded from tax $99,482$99,482
VIII-7 Net gain or loss on sales of assetsExcluded from tax $394,067$394,067
VIII-8 Net income from fundraising eventsExcluded from tax −$1,111−$1,111
VIII-12 Total revenueRelated to mission $2,237,690 · Unrelated business $0 · Excluded from tax $492,438$5,395,415
Part IX · Statement of functional expenses $4,654,950 across 18 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $217,627 · Management $27,491 · Fundraising $12,171$257,289
IX-7 Other salaries and wagesPrograms $2,005,865 · Management $186,592 · Fundraising $112,837$2,305,294
IX-8 Pension plan contributionsPrograms $23,032 · Management $14,834 · Fundraising $1,172$39,038
IX-9 Other employee benefitsPrograms $110,574 · Management $71,217 · Fundraising $5,623$187,414
IX-10 Payroll taxesPrograms $88,754 · Management $57,163 · Fundraising $4,513$150,430
IX-11b Legal feesPrograms $17,144 · Management $55,283$72,427
IX-11c Accounting feesPrograms $24,346 · Management $78,505$102,851
IX-11d Lobbying feesPrograms $1,823 · Management $5,877$7,700
IX-11f Investment management feesManagement $26,178$26,178
IX-11g Other fees for servicesPrograms $49,476 · Management $159,536$209,012
IX-12 Advertising and promotionPrograms $2,145 · Management $8,249 · Fundraising $5,604$15,998
IX-13 Office expensesPrograms $40,274 · Management $24,377 · Fundraising $1,479$66,130
IX-14 Information technologyPrograms $17,191 · Management $48,136 · Fundraising $3,438$68,765
IX-16 OccupancyPrograms $294,068 · Management $51,894$345,962
IX-17 TravelPrograms $152,766 · Management $1,543$154,309
IX-22 Depreciation, depletion and amortizationPrograms $103,821 · Management $51,136$154,957
IX-23 InsurancePrograms $51,786 · Management $51,785$103,571
IX-24 Other expenses (24a–d)Programs $289,714 · Management $76,188 · Fundraising $21,723$387,625
IX-25 Total functional expensesPrograms $3,490,406 · Management $995,984 · Fundraising $168,560$4,654,950
Part X · Balance sheet $9,196,953 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $947,742$297,230
X-3 Pledges and grants receivableStart of year $251,344$254,115
X-4 Accounts receivableStart of year $153,267$124,342
X-9 Prepaid expenses and deferred chargesStart of year $63,685$61,500
X-10c Land, buildings and equipment, netStart of year $3,752,844$3,439,230
X-11 Publicly traded securitiesStart of year $3,531,091$5,020,536
X-16 Total assetsStart of year $8,699,973$9,196,953
X-17 Accounts payable and accrued expensesStart of year $202,241$221,743
X-23 Secured mortgages and notes payableStart of year $661,337$0
X-25 Other liabilitiesStart of year $80,000$103,610
X-26 Total liabilitiesStart of year $943,578$325,353
X-27 Net assets without donor restrictionsStart of year $4,071,929$4,004,809
X-28 Net assets with donor restrictionsStart of year $3,684,466$4,866,791
X-32 Total net assets or fund balancesStart of year $7,756,395$8,871,600
X-33 Total liabilities and net assetsStart of year $8,699,973$9,196,953
Part XI · Reconciliation of net assets $8,871,600 net assets at year end
XI-1 Total revenue$5,395,415
XI-2 Total expenses$4,654,950
XI-3 Revenue less expenses$740,465
XI-4 Net assets at start of year$7,756,395
XI-5 Net unrealized gains (losses) on investments$372,526
XI-6 Donated services and use of facilities$2,214
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,871,600

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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