To serve people with developmental disabilities in the tennessee upper cumberland region.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$67K 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.3M a year · 10% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$67K
to officers and key staff · 0.6% 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: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.7M
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.5M
Spent
$11.4M
To programs
89%
Net assets
$5.7M
By yearFY2020–FY2025
Revenue
$11.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$11.5M
FY2021$12.5M
FY2022$11.9M
FY2023$12.2M
FY2024$14.4M
FY2025$14.3M
Expenses
$11.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$11.4M
FY2021$10.2M
FY2022$10.6M
FY2023$11.2M
FY2024$12.7M
FY2025$13.1M
Net assets
$5.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.7M
FY2021$8.0M
FY2022$9.3M
FY2023$10.3M
FY2024$12.0M
FY2025$13.2M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1977.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $10.1M Management & general 11% · $1.3M

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

11 people listed on the 990; $67K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$66,617Pt VII · Sec A
Vice-President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Larry Rector’s $102K as Executive Director is at the 4th percentile of top reported officer pay among 3122 $10–100M 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Larry Rector$102,184$100,441$17,605———
Beverly Matthews———$47,933$67,990$66,617
Cari Anderson$66,954$59,546$53,194———
Shonna Farr———$59,549$11,251—
Diane Gail Bilbrey—$19,530$44,790$18,455——
Robbie Phillips———$21,169——

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

Supports people with developmental disabilities in Tennessee's Upper Cumberland region.

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Provided by the organization

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3 programs · $9.8M · in their own filed words · FY2019
01

Provide residential services for adults with intellectual disabilities (room & board fee collected). Residential services for adults in apartment settings(no fee collected).

$7.5Mprogram expense
02

Provide day training and work related activities for male and female adults with intellectual disabilities in four training centers in four counties. No fees are collected for these services.

$1.9Mprogram expense
03

Provide family support services for families in twelve counties (no fees collected).

$455Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 61 grants · $2.1M · 2020–2024
Unitemized GrantFY2024$93,039
Unitemized GrantFY2024$70,805
Unitemized GrantFY2024$68,292
Unitemized GrantFY2024$62,162
Unitemized GrantFY2024$49,957
Unitemized GrantFY2024$23,243
Unitemized GrantFY2024$15,793
Unitemized GrantFY2024$9,599
Unitemized GrantFY2024$8,480
Unitemized GrantFY2024$8,020
Unitemized GrantFY2024$5,529
Unitemized GrantFY2024$5,058
Unitemized GrantFY2024$4,170
Unitemized GrantFY2024$3,260
Unitemized GrantFY2024$165
Unitemized GrantFY2023$101,484
Unitemized GrantFY2023$75,236
Unitemized GrantFY2023$62,035
See all 61 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$11.5M
Ln 12
Fees for servicesLn 2g$10.9M
Gifts and grantsLn 1h$547K
Investment incomeLn 3$51K
Money outPt IX
$11.4M
Ln 25
Programscol B$10.1M
Managementcol C$1.3M
Owns and owesPt X
$5.7M
net assets · Ln 32
Cash and savingsLn 1–2$4.3M
Total assetsLn 16$8.3M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$547K
Government grantsLn 1e$511K
Fees for servicesLn 2g$10.9M
Investment incomeLn 3$51K
Other incomeLn 4–11$3K
Gains on assetsLn 7$27K
Total revenueLn 12$11.5M
Assets in detailPt X, end of year
CashLn 1$3.0M
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$4.3M
Land, buildings, equipmentLn 10c$1.6M
Other assetsLn 15$463K
Total assetsLn 16$8.3M
LiabilitiesLn 26$2.7M
Net assetsLn 32$5.7M
OperationsPt I, VI
EmployeesI 5317
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
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$2.2M$4.3M
Land, buildings, equipmentLn 10c$1.9M$1.6M
Total assetsLn 16$6.6M$8.3M
LiabilitiesLn 26$1.0M$2.7M
Net assetsLn 32$5.5M$5.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$67K$67K
Other salaries and wagesLn 7$8.2M$7.5M$661K
Pension plan contributionsLn 8$48K$35K$13K
Other employee benefitsLn 9$1.3M$1.2M$144K
OccupancyLn 16$163K$153K$10K
TravelLn 17$49K$43K$7K
Conferences, conventions and meetingsLn 19$7K$6K$1K
InterestLn 20$671$597$74
Depreciation, depletion and amortizationLn 22$234K$198K$35K
InsuranceLn 23$49K$11K$38K
Other expenses (24a–d)Ln 24$1.1M$813K$247K
All other expensesLn 24e$178K$129K$49K
Total functional expensesLn 25$11.4M$10.1M$1.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $14.3M$13.1M$1.2M$13.2M 990 PDF
FY2024 $14.4M$12.7M$1.7M$12.0M 990 PDF
FY2023 $12.2M$11.2M$972K$10.3M 990 PDF
FY2022 $11.9M$10.6M$1.3M$9.3M 990 PDF
FY2021 $12.5M$10.2M$2.4M$8.0M 990 PDF
FY2020 Viewing $11.5M$11.4M$135K$5.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $11,502,702 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $523,707$547,450
I-9 Program service revenuePrior year $11,927,675$10,900,792
I-10 Investment incomePrior year $19,302$51,399
I-11 Other revenuePrior year $12,013$3,061
I-12 Total revenuePrior year $12,482,697$11,502,702
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 $10,970,738$9,627,063
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,018,704$1,740,582
I-18 Total expensesPrior year $12,989,442$11,367,645
I-19 Revenue less expensesPrior year −$506,745$135,057
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,502,702 across 8 lines filed
Lines not itemized here account for $64,081 of total revenue; see the IRS return.
VIII-1e Government grants$511,442
VIII-1f All other contributions, gifts and grants$36,008
VIII-1h Total contributions, gifts and grants$547,450
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,836,711$10,836,711
VIII-3 Investment incomeRelated to mission $24,639$24,639
VIII-7 Net gain or loss on sales of assetsRelated to mission $26,760$26,760
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,061$3,061
VIII-12 Total revenueRelated to mission $10,955,252 · Unrelated business $0 · Excluded from tax $0$11,502,702
Part IX · Statement of functional expenses $11,367,645 across 12 lines filed
IX-5 Pay of current officers, directors and key staffManagement $66,617$66,617
IX-7 Other salaries and wagesPrograms $7,506,401 · Management $661,123$8,167,524
IX-8 Pension plan contributionsPrograms $35,262 · Management $12,852$48,114
IX-9 Other employee benefitsPrograms $1,200,697 · Management $144,111$1,344,808
IX-16 OccupancyPrograms $152,942 · Management $9,860$162,802
IX-17 TravelPrograms $42,658 · Management $6,730$49,388
IX-19 Conferences, conventions and meetingsPrograms $5,950 · Management $1,170$7,120
IX-20 InterestPrograms $597 · Management $74$671
IX-22 Depreciation, depletion and amortizationPrograms $198,391 · Management $35,310$233,701
IX-23 InsurancePrograms $10,765 · Management $37,925$48,690
IX-24 Other expenses (24a–d)Programs $813,243 · Management $247,042$1,060,285
IX-24e All other expensesPrograms $129,288 · Management $48,637$177,925
IX-25 Total functional expensesPrograms $10,096,194 · Management $1,271,451 · Fundraising $0$11,367,645
Part X · Balance sheet $8,329,917 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $913,503$3,017,202
X-2 Savings and temporary cash investmentsStart of year $1,261,706$1,268,398
X-4 Accounts receivableStart of year $2,078,277$1,845,918
X-9 Prepaid expenses and deferred chargesStart of year $22,732$105,652
X-10c Land, buildings and equipment, netStart of year $1,887,753$1,630,151
X-15 Other assetsStart of year $411,518$462,596
X-16 Total assetsStart of year $6,575,489$8,329,917
X-17 Accounts payable and accrued expensesStart of year $994,163$725,569
X-24 Unsecured notes and loans payable$1,909,650
X-26 Total liabilitiesStart of year $1,032,734$2,652,105
X-27 Net assets without donor restrictionsStart of year $5,452,991$5,650,914
X-28 Net assets with donor restrictionsStart of year $89,764$26,898
X-32 Total net assets or fund balancesStart of year $5,542,755$5,677,812
X-33 Total liabilities and net assetsStart of year $6,575,489$8,329,917
Part XI · Reconciliation of net assets $5,677,812 net assets at year end
XI-1 Total revenue$11,502,702
XI-2 Total expenses$11,367,645
XI-3 Revenue less expenses$135,057
XI-4 Net assets at start of year$5,542,755
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,677,812

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

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