Jolet II Incorporated FY2020 filing

Tax-deductible

Kansas City, MO501(c)(3)Human ServicesEIN 43-1162833Revenue $562K in FY2020

On file with the IRS3920 Forest Ave, 64110-1220 · Kansas City, MOTax-exempt since Jun 2014Publicly supported — 509(a)(2)

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Assisted Living Services for Disabled Adults.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$87K 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $13K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$87K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$29K
50% of total assets
Looks good: liabilities are 50% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$562K
Spent
$524K
To programs
100%
Net assets
$28K
By yearFY2020–FY2024
Revenue
$562K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$562K
FY2021$540K
FY2022$568K
FY2023$554K
FY2024$567K
Expenses
$524K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$524K
FY2021$522K
FY2022$557K
FY2023$556K
FY2024$568K
Net assets
$28K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$28K
FY2021$29K
FY2022$0
FY2023$39K
FY2024$38K

From the FY2020 Form 990 · see the original

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

Is it real?

Yes. Exemption reinstated (2010-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Jun 2014.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $524K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $87K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President
$31,215Pt VII · Sec A
$31,000Pt VII · Sec A
Member
$18,731Pt VII · Sec A
$6,000Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Veola Mason’s $38K as Vice President is at the 25th percentile of top reported officer pay among 2168 $100K–1M 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 · 6 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Veola Mason$38,020$39,293$32,893—
Lawrence Thompson$36,575$36,575$36,575$31,000
V Mason———$31,215
Alfredo Egbadon$20,125$20,109$20,110—
A Egbadon———$18,731
R E Thompson———$6,000

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.

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides assisted living services for disabled adults.

Questions for Jolet II Incorporated

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Provided by the organization

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1 program · $524K · in their own filed words · FY2020
01

assisted living

$524Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$562K
Ln 12
Fees for servicesLn 2g$552K
Gifts and grantsLn 1h$10K
Money outPt IX
$524K
Ln 25
Programscol B$524K
Owns and owesPt X
$28K
net assets · Ln 32
Cash and savingsLn 1–2$44K
Total assetsLn 16$57K
LiabilitiesLn 26$29K
PeoplePt VI, VII
6
listed · VII A
PaidVII A4
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Government grantsLn 1e$10K
Fees for servicesLn 2g$552K
Total revenueLn 12$562K
Assets in detailPt X, end of year
CashLn 1$44K
Cash and savings togetherLn 1–2$44K
Total assetsLn 16$57K
LiabilitiesLn 26$29K
Net assetsLn 32$28K
OperationsPt I, VI
EmployeesI 519
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$44K
Total assetsLn 16$0$57K
LiabilitiesLn 26$0$29K
Net assetsLn 32$0$28K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$87K$87K
Other salaries and wagesLn 7$139K$139K
Payroll taxesLn 10$41K$41K
Legal feesLn 11b$5K$5K
Office expensesLn 13$5K$5K
OccupancyLn 16$32K$32K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$77K$77K
All other expensesLn 24e$130K$130K
Total functional expensesLn 25$524K$524K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $567K$568K−$1K$38K 990 PDF
FY2023 $554K$556K−$2K$39K 990 PDF
FY2022 $568K$557K$11K$0 990 PDF
FY2021 $540K$522K$18K$29K 990 PDF
FY2020 Viewing $562K$524K$38K$28K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $561,762 revenue, 12 lines filed
I-8 Contributions and grants$10,000
I-9 Program service revenue$551,762
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$561,762
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$267,667
I-16a Professional fundraising fees$0
I-17 Other expenses$256,122
I-18 Total expenses$523,789
I-19 Revenue less expenses$37,973
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $561,762 across 4 lines filed
VIII-1e Government grants$10,000
VIII-1h Total contributions, gifts and grants$10,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $551,762$551,762
VIII-12 Total revenueRelated to mission $551,762 · Unrelated business $0 · Excluded from tax $0$561,762
Part IX · Statement of functional expenses $523,789 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $86,946$86,946
IX-7 Other salaries and wagesPrograms $139,405$139,405
IX-10 Payroll taxesPrograms $41,316$41,316
IX-11b Legal feesPrograms $5,000$5,000
IX-13 Office expensesPrograms $4,754$4,754
IX-16 OccupancyPrograms $32,486$32,486
IX-23 InsurancePrograms $6,863$6,863
IX-24 Other expenses (24a–d)Programs $76,843$76,843
IX-24e All other expensesPrograms $130,176$130,176
IX-25 Total functional expensesPrograms $523,789 · Management $0 · Fundraising $0$523,789
Part X · Balance sheet $57,186 assets, 10 lines filed
X-1 Cash, non-interest-bearing$43,713
X-4 Accounts receivable$8,713
X-8 Inventories for sale or use$3,510
X-9 Prepaid expenses and deferred charges$1,250
X-16 Total assetsStart of year $0$57,186
X-17 Accounts payable and accrued expenses$28,877
X-26 Total liabilitiesStart of year $0$28,877
X-27 Net assets without donor restrictions$28,309
X-32 Total net assets or fund balancesStart of year $0$28,309
X-33 Total liabilities and net assetsStart of year $0$57,186
Part XI · Reconciliation of net assets $28,309 net assets at year end
XI-1 Total revenue$561,762
XI-2 Total expenses$523,789
XI-3 Revenue less expenses$37,973
XI-8 Prior period adjustments−$25,489
XI-9 Other changes in net assets$15,825
XI-10 Net assets at end of year$28,309

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

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