Create-Ability INC FY2020 filing

Middleton, WIUnknown exempt organizationEIN 39-1801538Revenue $3.0M in FY2020

On file with the IRScreate-ability.org5606 Sedgemeadow Road · Middleton, WI

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Create-Ability, inc's mission is to provide service that center on promoting full inclusion and participation of disabled adults in all aspects of community living. Create-Ability, INC actively supports people with disabilities at home, at work, and in the communities. We value and encourage genuine relationships between individuals and significant people in their lives. We advocate for individual choice to foster independence and to fulfill dreams.

85¢ of each $1 spent went to programs.
$26K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $170K a year · 11% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 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
$26K
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
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$208K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.0M
Spent
$2.6M
To programs
85%
Net assets
$864K
By yearFY2020–FY2022
Revenue
$3.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$1.5M
FY2022$748
Expenses
$2.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$2.2M
FY2022$162K
Net assets
$864K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$864K
FY2021$161K
FY2022$0

From the FY2020 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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% · $2.2M Management & general 15% · $406K

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

5 people listed on the 990; $26K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$26,496Pt VII · Sec A
$0Pt VII · Sec A
VP/Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2021FY2020
Lori Mettel$37,729$26,496

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 Create-Ability INC executive salaries →

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports disabled adults to fully participate in community life, fostering independence and relationships.

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Provided by the organization

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1 program · $2.2M · in their own filed words · FY2020
01

Create-ability inc's purpose is to promote supported living opportunities for adults with developmental disabilities.

$2.2Mprogram 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 · FY2022
Total grants receivedfrom 1 funder$5
Grants paid · 1 grant · $84K · 2022–2022

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.0M
Ln 12
Fees for servicesLn 2g$3.0M
Other incomeLn 4–11$75
Money outPt IX
$2.6M
Ln 25
Programscol B$2.2M
Managementcol C$406K
Owns and owesPt X
$864K
net assets · Ln 32
Cash and savingsLn 1–2$794K
Total assetsLn 16$1.1M
LiabilitiesLn 26$208K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$3.0M
Other incomeLn 4–11$75
Total revenueLn 12$3.0M
Assets in detailPt X, end of year
CashLn 1$794K
Cash and savings togetherLn 1–2$794K
Other assetsLn 15$4K
Total assetsLn 16$1.1M
LiabilitiesLn 26$208K
Net assetsLn 32$864K
OperationsPt I, VI
EmployeesI 571
VolunteersI 64
Fiscal year endsHeaderDecember
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$172K$794K
Total assetsLn 16$613K$1.1M
LiabilitiesLn 26$102K$208K
Net assetsLn 32$511K$864K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$26K$26K
Other salaries and wagesLn 7$1.9M$1.7M$292K
Other employee benefitsLn 9$296K$251K$44K
Payroll taxesLn 10$147K$125K$22K
Legal feesLn 11b$5K$5K
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$19K$16K$3K
OccupancyLn 16$62K$53K$9K
TravelLn 17$4K$3K$610
InsuranceLn 23$5K$4K$774
Other expenses (24a–d)Ln 24$124K$124K
All other expensesLn 24e$9K$9K$359
Total functional expensesLn 25$2.6M$2.2M$406K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $748$162K−$161K$0 990 PDF
FY2021 $1.5M$2.2M−$702K$161K 990 PDF
FY2020 Viewing $3.0M$2.6M$353K$864K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,000,651 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $880$0
I-9 Program service revenuePrior year $2,617,140$3,000,576
I-10 Investment income$0
I-11 Other revenuePrior year $90$75
I-12 Total revenuePrior year $2,618,110$3,000,651
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,234,777$2,416,958
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $219,161$230,925
I-18 Total expensesPrior year $2,453,938$2,647,883
I-19 Revenue less expensesPrior year $164,172$352,768
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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 $3,000,651 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,000,576$3,000,576
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $75$75
VIII-12 Total revenueRelated to mission $3,000,651$3,000,651
Part IX · Statement of functional expenses $2,647,883 across 12 lines filed
IX-5 Pay of current officers, directors and key staffManagement $26,496$26,496
IX-7 Other salaries and wagesPrograms $1,655,491 · Management $292,145$1,947,636
IX-9 Other employee benefitsPrograms $251,261 · Management $44,340$295,601
IX-10 Payroll taxesPrograms $125,141 · Management $22,084$147,225
IX-11b Legal feesManagement $5,475$5,475
IX-11g Other fees for servicesManagement $1,905$1,905
IX-13 Office expensesPrograms $16,235 · Management $2,865$19,100
IX-16 OccupancyPrograms $52,589 · Management $9,280$61,869
IX-17 TravelPrograms $3,459 · Management $610$4,069
IX-23 InsurancePrograms $4,386 · Management $774$5,160
IX-24 Other expenses (24a–d)Programs $123,999$123,999
IX-24e All other expensesPrograms $8,989 · Management $359$9,348
IX-25 Total functional expensesPrograms $2,241,550 · Management $406,333 · Fundraising $0$2,647,883
Part X · Balance sheet $1,071,390 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $171,895$793,674
X-4 Accounts receivableStart of year $391,465$228,339
X-9 Prepaid expenses and deferred chargesStart of year $45,911$45,669
X-15 Other assetsStart of year $3,706$3,708
X-16 Total assetsStart of year $612,977$1,071,390
X-17 Accounts payable and accrued expensesStart of year $102,210$207,855
X-26 Total liabilitiesStart of year $102,210$207,855
X-27 Net assets without donor restrictionsStart of year $510,767$863,535
X-32 Total net assets or fund balancesStart of year $510,767$863,535
X-33 Total liabilities and net assetsStart of year $612,977$1,071,390
Part XI · Reconciliation of net assets $863,535 net assets at year end
XI-1 Total revenue$3,000,651
XI-2 Total expenses$2,647,883
XI-3 Revenue less expenses$352,768
XI-4 Net assets at start of year$510,767
XI-10 Net assets at end of year$863,535

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

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