John W Looper JR FY2020 filing

Dalton, GAUnknown exempt organizationEIN 58-1111548Revenue $793K in FY2020

On file with the IRSloopershc.com1410 Chattanooga Avenue · Dalton, GA

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To operate, maintain, and govern a speech and hearing clinic in dalton, ga, to serve the northwest, ga area. The clinic shall provide diagnostic and remediation services for speech, language, voice, swallowing, and hearing disorders, of the highest quality available utilizing all available technology. All services and facilities shall be offered without discrimination as to religious conviction, race, color, sex, national origin, or economic status.

85¢ of each $1 spent went to programs.
$138K 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
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $166K a year · 23% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 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
$138K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $298K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$902K
57% of total assets
Fine: liabilities are 57% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$793K
Spent
$698K
To programs
85%
Net assets
$692K
By yearFY2020–FY2023
Revenue
$793K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$793K
FY2021$1.1M
FY2022$430K
FY2023$498K
Expenses
$698K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$698K
FY2021$645K
FY2022$519K
FY2023$304K
Net assets
$692K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$692K
FY2021$1.2M
FY2022$1.0M
FY2023$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: FY2023.

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% · $590K Management & general 15% · $108K

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

13 people listed on the 990; $138K paid to officers and key staff.

Part VII, Section A · reportable compensation
$138,374Pt VII · Sec A
Director
$0Pt VII · Sec A
Past Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2023FY2022FY2021FY2020
Kathleen L Edwards$35,164$249,827$145,991$138,374

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

Programs and updates

Provides speech and hearing diagnostic and remediation services to Northwest Georgia residents.

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Provided by the organization

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1 program · $590K · in their own filed words · FY2020
01

Provided speech, language, voice, swallowing, and hearing diagnostic and remediation services.

$590Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$298K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$793K
Ln 12
Fees for servicesLn 2g$622K
Gifts and grantsLn 1h$81K
Other incomeLn 4–11$69K
Money outPt IX
$698K
Ln 25
Programscol B$590K
Managementcol C$108K
Owns and owesPt X
$692K
net assets · Ln 32
Cash and savingsLn 1–2$294K
Total assetsLn 16$1.6M
LiabilitiesLn 26$902K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$81K
Government grantsLn 1e$8K
Fundraising eventsLn 1c$16K
Fees for servicesLn 2g$622K
Investment incomeLn 3$21K
Other incomeLn 4–11$69K
Gains on assetsLn 7$17K
Total revenueLn 12$793K
Assets in detailPt X, end of year
SavingsLn 2$294K
Cash and savings togetherLn 1–2$294K
InvestmentsLn 11–13$170K
Land, buildings, equipmentLn 10c$1.1M
Total assetsLn 16$1.6M
LiabilitiesLn 26$902K
Net assetsLn 32$692K
OperationsPt I, VI
EmployeesI 512
VolunteersI 650
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$251K$294K
InvestmentsLn 11–13$206K$170K
Land, buildings, equipmentLn 10c$170K$1.1M
Total assetsLn 16$652K$1.6M
LiabilitiesLn 26$53K$902K
Net assetsLn 32$600K$692K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$160K$138K$22K
Other salaries and wagesLn 7$346K$297K$48K
Pension plan contributionsLn 8$15K$13K$2K
Other employee benefitsLn 9$47K$40K$7K
Payroll taxesLn 10$41K$35K$6K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$2K$2K
Advertising and promotionLn 12$6K$5K$1K
Office expensesLn 13$18K$14K$4K
TravelLn 17$539$431$108
Conferences, conventions and meetingsLn 19$2K$1K$305
InterestLn 20$42$42
Depreciation, depletion and amortizationLn 22$16K$12K$3K
InsuranceLn 23$6K$5K$1K
Other expenses (24a–d)Ln 24$29K$24K$5K
All other expensesLn 24e$5K$4K$998
Total functional expensesLn 25$698K$590K$108K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $498K$304K$193K$0 990 PDF
FY2022 $430K$519K−$90K$1.0M 990 PDF
FY2021 $1.1M$645K$464K$1.2M 990 PDF
FY2020 Viewing $793K$698K$96K$692K 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 $793,187 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $80,943$81,454
I-9 Program service revenuePrior year $614,827$621,763
I-10 Investment incomePrior year $7,369$21,413
I-11 Other revenuePrior year $42,396$68,557
I-12 Total revenuePrior year $745,535$793,187
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 $583,932$609,291
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $98,725$88,299
I-18 Total expensesPrior year $682,657$697,590
I-19 Revenue less expensesPrior year $62,878$95,597
Part VI · Governance 12 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
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 $793,187 across 11 lines filed
Lines not itemized here account for $68,857 of total revenue; see the IRS return.
VIII-1a Federated campaigns$27,000
VIII-1c Fundraising events$15,702
VIII-1e Government grants$8,306
VIII-1f All other contributions, gifts and grants$30,446
VIII-1h Total contributions, gifts and grants$81,454
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $621,763$621,763
VIII-3 Investment incomeExcluded from tax $4,727$4,727
VIII-7 Net gain or loss on sales of assetsExcluded from tax $16,686$16,686
VIII-8 Net income from fundraising eventsExcluded from tax −$2,077−$2,077
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,777$1,777
VIII-12 Total revenueRelated to mission $692,397 · Unrelated business $0 · Excluded from tax $19,336$793,187
Part IX · Statement of functional expenses $697,590 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $137,694 · Management $22,415$160,109
IX-7 Other salaries and wagesPrograms $297,381 · Management $48,411$345,792
IX-8 Pension plan contributionsPrograms $13,289 · Management $2,164$15,453
IX-9 Other employee benefitsPrograms $40,430 · Management $6,581$47,011
IX-10 Payroll taxesPrograms $35,196 · Management $5,730$40,926
IX-11c Accounting feesManagement $5,450$5,450
IX-11f Investment management feesManagement $1,562$1,562
IX-12 Advertising and promotionPrograms $4,873 · Management $1,218$6,091
IX-13 Office expensesPrograms $14,134 · Management $3,534$17,668
IX-17 TravelPrograms $431 · Management $108$539
IX-19 Conferences, conventions and meetingsPrograms $1,218 · Management $305$1,523
IX-20 InterestManagement $42$42
IX-22 Depreciation, depletion and amortizationPrograms $12,403 · Management $3,101$15,504
IX-23 InsurancePrograms $5,065 · Management $1,266$6,331
IX-24 Other expenses (24a–d)Programs $23,932 · Management $4,850$28,782
IX-24e All other expensesPrograms $3,809 · Management $998$4,807
IX-25 Total functional expensesPrograms $589,855 · Management $107,735 · Fundraising $0$697,590
Part X · Balance sheet $1,593,344 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $250,527$294,113
X-4 Accounts receivableStart of year $25,661$23,956
X-10c Land, buildings and equipment, netStart of year $170,120$1,104,911
X-12 Other securitiesStart of year $206,014$170,364
X-16 Total assetsStart of year $652,322$1,593,344
X-17 Accounts payable and accrued expensesStart of year $52,713$43,572
X-26 Total liabilitiesStart of year $52,713$901,605
X-27 Net assets without donor restrictionsStart of year $592,865$686,831
X-28 Net assets with donor restrictionsStart of year $6,744$4,908
X-32 Total net assets or fund balancesStart of year $599,609$691,739
X-33 Total liabilities and net assetsStart of year $652,322$1,593,344
Part XI · Reconciliation of net assets $691,739 net assets at year end
XI-1 Total revenue$793,187
XI-2 Total expenses$697,590
XI-3 Revenue less expenses$95,597
XI-4 Net assets at start of year$599,609
XI-5 Net unrealized gains (losses) on investments−$3,467
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$691,739

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

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