Aid for Individual Development EIN 73-1102780

Aid for Individual Development FY2021 filing

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Teaches daily living skills to developmentally disabled adults, aiming for independent apartment living. For fiscal year 2021 it reported $724K in revenue, $564K in expenses, and $747K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Oklahoma City, OK
Filings
3 on file (2021–2021)
Revenue
$724KFY2021
Expenses
$564K
Net assets
$747K
People
5
Filings
3
Updates
0
More identity details & actions ⌄
EIN  73-1102780 Public charity (501(c)(3)) Oklahoma City, OK
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Teaches daily living skills to developmentally disabled adults, aiming for independent apartment living.
Leadership
Sharon Norris · Executive Di · $52K
Money in and out
$724K revenue, $564K expenses
Bottom line
94% program efficiency
Where the money goes · FY2021
Total revenue
$724K
Pt VIII · Ln 12
Total expenses
$564K
Pt IX · Ln 25
Net assets
$747K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $160K
Where spending went · Part IX cols B–D
Program services $0.94 Management & general $0.06
Program efficiency
94%
of spending reaches programs
Operating runway
11.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
+22%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$724K
FY2021
Expenses
$564K
FY2021
Total assets
$811K
FY2021
Total liabilities
$64K
FY2021
Total revenue
$724K
Pt VIII · Ln 12
Total expenses
$564K
Pt IX · Ln 25
Net assets
$747K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$160K
Total assetsPt X · Ln 16$811K
Program-expense ratioPt IX · col B94%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 44
Mission & Programs · Part III

Where the work happens

1 program service account for $532K of program spending, described in the organization's own filed words · FY2020.
01

Residential service for the developmentally disabled has been a dream of the parents and members of the oklahoma county council for mentally retarded citizens (occmrc) for many years. In april of 1979, aid was formed by occmrc as a separate non-profit corporation to develop residential services for the developmentally disabled.

$532Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAid for Individual Development
EINHdr · item D73-1102780
Principal addressHdr · item COklahoma City, OK
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOK
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFOct 1980

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Di
$52,052Pt VII · Sec A
VP/Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

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

NameFY2024FY2024FY2023FY2021
Sharon Norris$52,052$52,052$51,700$52,052

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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Statement of Revenue

Part VIII
Contributions & grants$542K · 75%
Other revenue$87K · 12%
Program service revenue$78K · 11%
Investment income$17K · 2%
Contributions & grants75%$542K
Other revenue12%$87K
Program service revenue11%$78K
Investment income2%$17K
— government grantsLn 1e$521K
Total revenueLn 12$724K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.94 Management & general $0.06
Program services94%$532K
Management & general6%$31K
Total functional expensesLn 25$564K

Balance Sheet

Part X · end of year
CashLn 1$551K
Total assetsLn 16$811K
Total liabilitiesLn 26$64K
Total net assetsLn 32$747K
Months of cash on handcomputed11.7

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $551K · Operating expenses/yr $564K
11.7 months
Where the money goes
Program services
Program services $532K · Total expenses $564K
94%
Management & General
Management & general $31K · Total expenses $564K
6%
Fundraising
Fundraising $0 · Total expenses $564K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $21K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $542K · Total revenue $724K
75%
Government reliance
Government grants $521K · Total revenue $724K
72%
Earned-income share
Program service revenue $78K · Total revenue $724K
11%
Investment reliance
Investment income $17K · Total revenue $724K
+2%
Program self-sufficiency
Program service revenue $78K · Total expenses $564K
14%
Growth & trend
Revenue growth (YoY)
This year $724K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $747K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $724K · Expenses $564K
+22%
Liabilities-to-Assets
Total liabilities — · Total assets $811K
Net-asset ratio
Net assets $747K · Total assets $811K
92%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $811K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Sharon Norris · Reported title EXECUTIVE DI · Highest reported compensation $52K · Total expenses $564K
9%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $322K · Total expenses $564K
57%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 94%
Overhead ratio 6%
Fundraising cost ratio 0%
Accounting fee ratio 2%

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.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$5K

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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$666K revenue · ⤓ 990 PDF
FY2023$634K revenue · ⤓ 990 PDF
FY2022not on file
FY2021$724K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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