Turning Point Evaluation EIN 47-2843383 Form 990 (PDF) Claim this org

Turning Point Evaluation FY2022 filing

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Provides mental health therapy and substance abuse counseling. For fiscal year 2022 it reported $550K in revenue, $572K in expenses, and $408K in net assets.Pt I

Type
Public charity (501(c)(3)) · Mental Health
Location
Winterset, IA
Website
turningpointevaluation.org
Filings
5 on file (2020–2022)
Revenue
$550KFY2022
Expenses
$572K
Net assets
$408K
People
3
Filings
5
Updates
0
More identity details & actions ⌄
EIN  47-2843383 Public charity (501(c)(3)) Winterset, IA
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Provides mental health therapy and substance abuse counseling.
Leadership
Jennifer Jolly · Clinical Director · $101K
Money in and out
$550K revenue, $572K expenses
Bottom line
74% program efficiency
Where the money goes · FY2022
Total revenue
$550K
Pt VIII · Ln 12
Total expenses
$572K
Pt IX · Ln 25
Net assets
$408K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$22K
Where spending went · Part IX cols B–D
Program services $0.74 Management & general $0.26
Program efficiency
74%
of spending reaches programs
Operating runway
5.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
-4%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$550K
FY2022▼ -9%
Expenses
$572K
FY2022▲ +7%
Total assets
$408K
FY2022▼ -5%
Total liabilities
$0
FY2022
Total revenue
$550K
Pt VIII · Ln 12
Total expenses
$572K
Pt IX · Ln 25
Net assets
$408K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$22K
Total assetsPt X · Ln 16$408K
Program-expense ratioPt IX · col B74%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTurning Point Evaluation
EINHdr · item D47-2843383
Principal addressHdr · item CWinterset, IA
WebsiteHdr · item Jturningpointevaluation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MIA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFMental Health (F22)
Ruling yearIRS BMFFeb 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Clinical Director
$101,246Pt VII · Sec A
$86,885Pt VII · Sec A
$62,189Pt VII · Sec A

Jennifer Jolly’s $105K as Clinical Director is at the 87th percentile of top reported officer pay among 2082 $100K–1M mental health 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 · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jennifer Jolly$105,127$102,644$101,246
Jennifer Livingston$99,977$82,786
Ross Jolly$93,575$88,812$86,885$86,577$77,167
Nathaniel Brundidge$46,841$62,189$54,063$53,126
Gentri Meier$47,725$49,848

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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Mission & Programs · Part III

Where the work happens

1 program service account for $425K of program spending, described in the organization's own filed words · FY2022.
01

Provide mental health theraphy, substance abuse therapy, equine assisted psychotherapy and behavior health intervention services.

$425Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$487K · 89%
Contributions & grants$63K · 11%
Program service revenue89%$487K
Contributions & grants11%$63K
— government grantsLn 1e$63K
Total revenueLn 12$550K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.74 Management & general $0.26
Program services74%$425K
Management & general26%$146K
Total functional expensesLn 25$572K

Balance Sheet

Part X · end of year
CashLn 1$252K
Total assetsLn 16$408K
Total liabilitiesLn 26$0
Total net assetsLn 32$408K
Months of cash on handcomputed5.3

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $252K · Operating expenses/yr $572K
5.3 months
Where the money goes
Program services
Program services $425K · Total expenses $572K
74%
Management & General
Management & general $146K · Total expenses $572K
26%
Fundraising
Fundraising $0 · Total expenses $572K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $177
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $63K · Total revenue $550K
11%
Government reliance
Government grants $63K · Total revenue $550K
11%
Earned-income share
Program service revenue $487K · Total revenue $550K
89%
Investment reliance
Investment income $0 · Total revenue $550K
0%
Program self-sufficiency
Program service revenue $487K · Total expenses $572K
85%
Growth & trend
Revenue growth (YoY)
This year $550K · Prior year $602K
-9%
Net-asset trend (YoY)
End of year $408K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $550K · Expenses $572K
-4%
Liabilities-to-Assets
Total liabilities — · Total assets $408K
Net-asset ratio
Net assets $408K · Total assets $408K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $408K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jennifer Jolly · Reported title CLINICAL DIRECTOR · Highest reported compensation $101K · Total expenses $572K
18%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $434K · Total expenses $572K
76%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 74%
Overhead ratio 26%
Fundraising cost ratio 0%
Revenue growth -9%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$484K revenue · ⤓ 990 PDF
FY2023$665K revenue · ⤓ 990 PDF
FY2022$550K revenue · viewing · ⤓ 990 PDF
FY2021$602K revenue · ⤓ 990 PDF
FY2020$656K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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