Advantage Services INC FY2023 filing

Tax-deductible

Salt Lake Cty, UT501(c)(3)EIN 87-0503440Revenue $2.8M in FY2023

On file with the IRSasofutah.com513 W 800 S, 84101-2234 · Salt Lake Cty, UTTax-exempt since Aug 1993Supporting organization — 509(a)(3)

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To provide supportive and permanent employment to individuals who are disabled or disadvantaged. Lines of business include janitorial, building maintenance, biohazard cleanup, and general labor.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$316K 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

FY2023 · 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
4 of 5
filings with a surplus
Average surplus $201K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$316K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$198K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
-4% vs prior year
Spent
$2.8M
To programs
68%
Net assets
$996K
By yearFY2020–FY2024
Revenue
$2.8M
FY2023▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.5M
FY2021$2.8M
FY2022$2.9M
FY2023$2.8M
FY2024$3.2M
Expenses
$2.8M
FY2023▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$2.5M
FY2022$2.6M
FY2023$2.8M
FY2024$3.1M
Net assets
$996K
FY2023▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$376K
FY2021$701K
FY2022$1.0M
FY2023$996K
FY2024$1.1M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1993.

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

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $1.9M Management & general 32% · $920K

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; $316K paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO - Non-Voting Member
$126,051Pt VII · Sec A
COO - Non-Voting Member
$96,552Pt VII · Sec A
Chief HR Officer - Non-Voting Member
$93,110Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Trustee
$0Pt VII · Sec A
Board Trustee
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023
Robert Ferris$120,166$126,051
Omar Rojas$95,867$96,552
Terry Fredrickson$69,637$93,110

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

Offers supportive jobs in cleaning, maintenance, and labor for disabled or disadvantaged people.

Questions for Advantage Services INC

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Provided by the organization

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1 program · $1.9M · in their own filed words · FY2023
01

Providing employment opportunities to people who are disabled or disadvantaged.

$1.9Mprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Fees for servicesLn 2g$2.8M
Gifts and grantsLn 1h$60K
Other incomeLn 4–11$12K
Money outPt IX
$2.8M
Ln 25
Programscol B$1.9M
Managementcol C$920K
Owns and owesPt X
$996K
net assets · Ln 32
Cash and savingsLn 1–2$497K
Total assetsLn 16$1.2M
LiabilitiesLn 26$198K
PeoplePt VI, VII
11
listed · VII A
PaidVII A3
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$60K
Fees for servicesLn 2g$2.8M
Investment incomeLn 3$41
Other incomeLn 4–11$12K
Gains on assetsLn 7−$1K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$497K
Cash and savings togetherLn 1–2$497K
Land, buildings, equipmentLn 10c$313K
Other assetsLn 15$70K
Total assetsLn 16$1.2M
LiabilitiesLn 26$198K
Net assetsLn 32$996K
OperationsPt I, VI
EmployeesI 5291
VolunteersI 60
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 FY23End FY23
Cash and savingsLn 1–2$396K$497K
Land, buildings, equipmentLn 10c$376K$313K
Total assetsLn 16$1.3M$1.2M
LiabilitiesLn 26$253K$198K
Net assetsLn 32$1.0M$996K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$316K$211K$105K
Other salaries and wagesLn 7$1.4M$962K$480K
Other employee benefitsLn 9$401K$265K$136K
Accounting feesLn 11c$26K$1K$25K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$44K$9K$36K
OccupancyLn 16$79K$79K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$101K$98K$3K
InsuranceLn 23$47K$47K
Other expenses (24a–d)Ln 24$373K$373K$102
Total functional expensesLn 25$2.8M$1.9M$920K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.2M$3.1M$61K$1.1M 990 PDF
FY2023 Viewing $2.8M$2.8M−$14K$996K 990 PDF
FY2022 $2.9M$2.6M$309K$1.0M 990 PDF
FY2021 $2.8M$2.5M$325K$701K 990 PDF
FY2020 $2.5M$2.1M$322K$376K 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 FY2023 990 (6 parts)
Part I · Summary $2,824,948 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $60,000$60,000
I-9 Program service revenuePrior year $2,862,532$2,752,780
I-10 Investment incomePrior year $17−$1,105
I-11 Other revenuePrior year $7,852$13,273
I-12 Total revenuePrior year $2,930,401$2,824,948
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 $1,950,712$2,157,995
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $670,722$680,467
I-18 Total expensesPrior year $2,621,434$2,838,462
I-19 Revenue less expensesPrior year $308,967−$13,514
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $2,824,948 across 7 lines filed
VIII-1f All other contributions, gifts and grants$60,000
VIII-1h Total contributions, gifts and grants$60,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,752,780$2,752,780
VIII-3 Investment incomeExcluded from tax $41$41
VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,146−$1,146
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,273$13,273
VIII-12 Total revenueRelated to mission $2,764,907 · Unrelated business $0 · Excluded from tax $41$2,824,948
Part IX · Statement of functional expenses $2,838,462 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $210,617 · Management $105,096$315,713
IX-7 Other salaries and wagesPrograms $961,541 · Management $479,798$1,441,339
IX-9 Other employee benefitsPrograms $265,113 · Management $135,830$400,943
IX-11c Accounting feesPrograms $1,112 · Management $25,302$26,414
IX-12 Advertising and promotionManagement $6,032$6,032
IX-13 Office expensesPrograms $8,694 · Management $35,636$44,330
IX-16 OccupancyManagement $79,341$79,341
IX-20 InterestManagement $2,946$2,946
IX-22 Depreciation, depletion and amortizationPrograms $98,324 · Management $2,590$100,914
IX-23 InsuranceManagement $47,155$47,155
IX-24 Other expenses (24a–d)Programs $373,233 · Management $102$373,335
IX-25 Total functional expensesPrograms $1,918,634 · Management $919,828 · Fundraising $0$2,838,462
Part X · Balance sheet $1,194,500 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $396,197$496,751
X-4 Accounts receivableStart of year $335,054$310,777
X-9 Prepaid expenses and deferred chargesStart of year $25,911$3,516
X-10c Land, buildings and equipment, netStart of year $375,732$313,324
X-15 Other assetsStart of year $129,701$70,132
X-16 Total assetsStart of year $1,262,595$1,194,500
X-17 Accounts payable and accrued expensesStart of year $135,235$142,732
X-25 Other liabilitiesStart of year $117,402$55,324
X-26 Total liabilitiesStart of year $252,637$198,056
X-27 Net assets without donor restrictionsStart of year $1,009,958$996,444
X-32 Total net assets or fund balancesStart of year $1,009,958$996,444
X-33 Total liabilities and net assetsStart of year $1,262,595$1,194,500
Part XI · Reconciliation of net assets $996,444 net assets at year end
XI-1 Total revenue$2,824,948
XI-2 Total expenses$2,838,462
XI-3 Revenue less expenses−$13,514
XI-4 Net assets at start of year$1,009,958
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$996,444

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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