Residential support and training Services for adults with developmental disabilities. Providing low income housing for extremely low income individuals with developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$100K 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
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
1 of 5
filings with a surplus
Average deficit $142K a year · 2% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$100K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $159K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$20.6M
85% of total assets
Concern: liabilities are 85% of assets; over 80%.
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
$3.4M
Spent
$3.7M
To programs
90%
Net assets
$3.6M
By yearFY2020–FY2024
Revenue
$3.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$5.0M
FY2022$5.1M
FY2023$7.5M
FY2024$8.5M
Expenses
$3.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.7M
FY2021$4.6M
FY2022$5.3M
FY2023$8.1M
FY2024$8.5M
Net assets
$3.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$4.1M
FY2022$3.5M
FY2023$3.1M
FY2024$3.1M

From the FY2020 Form 990 · 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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1968.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $3.4M Management & general 7% · $258K Fundraising 3% · $116K

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

9 people listed on the 990; $100K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$100,202Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Marc Cote’s $151K as Executive Di is at the 73rd percentile of top reported officer pay among 3869 $1–10M 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Marc Cote$150,883$115,899$104,400$99,239$100,202
Denise Rodriguez—$115,164$104,559——
Nicola Sherman—$102,228———

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 housing and training for adults with developmental disabilities.

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Provided by the organization

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3 programs · $3.1M · in their own filed words · FY2020
01

The affordable housing program began in response to the increasing cost of renting decent, safe and accessible housing for persons with developmental disabilities. The qualified individuals live in the housings owned by organization and pay 30% of their income toward rent and utilities. In 2020 this program served 186 tenants.

$1.5Mprogram expense
02

Homeownership program offers home buying assistance in king, snohomish, whatcom, yakima, spokane, clark, and skagit counties to people with disabilities and family members who will live with them. The organization also works with current homeowners anywhere in the state of washington that need help to avoid foreclosure.

$838Kprogram expense
03

The group home program was originally established to provide residential suppport services to children with developmental disabilities. However, the organization has shifted its service population to adults in order to continue serving the children who were reaching their adult age at the organizaiton.

$691Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 5 grants · $988K · 2020–2024
Unitemized GrantFY2024$238,873
Unitemized GrantFY2023$208,844
Unitemized GrantFY2022$188,686
Unitemized GrantFY2021$187,520
Unitemized GrantFY2020$164,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.4M
Ln 12
Fees for servicesLn 2g$2.0M
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$276K
Money outPt IX
$3.7M
Ln 25
Programscol B$3.4M
Managementcol C$258K
Fundraisingcol D$116K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$899K
Total assetsLn 16$24.2M
LiabilitiesLn 26$20.6M
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$828K
Noncash giftsLn 1g$7K
Fundraising eventsLn 1c$24K
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$276K
Gains on assetsLn 7$36K
Total revenueLn 12$3.4M
Assets in detailPt X, end of year
CashLn 1$431K
SavingsLn 2$468K
Cash and savings togetherLn 1–2$899K
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$16.9M
Total assetsLn 16$24.2M
LiabilitiesLn 26$20.6M
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 558
VolunteersI 668
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
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$712K$899K
InvestmentsLn 11–13$1.4M$1.7M
Land, buildings, equipmentLn 10c$14.9M$16.9M
Total assetsLn 16$21.3M$24.2M
LiabilitiesLn 26$17.6M$20.6M
Net assetsLn 32$3.7M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$164K$164K
Pay of current officers, directors and key staffLn 5$100K$69K$27K$4K
Other salaries and wagesLn 7$1.7M$1.6M$46K$77K
Other employee benefitsLn 9$219K$201K$9K$10K
Payroll taxesLn 10$142K$130K$6K$6K
Legal feesLn 11b$25K$22K$3K$347
Accounting feesLn 11c$82K$6K$75K$307
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$46K$39K$6K$779
Advertising and promotionLn 12$5K$5K
OccupancyLn 16$302K$280K$18K$4K
TravelLn 17$4K$3K$353$162
InterestLn 20$86K$71K$15K
Depreciation, depletion and amortizationLn 22$449K$441K$8K
InsuranceLn 23$72K$62K$9K$372
Other expenses (24a–d)Ln 24$159K$150K$6K$3K
All other expensesLn 24e$120K$90K$20K$9K
Total functional expensesLn 25$3.7M$3.4M$258K$116K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $8.5M$8.5M−$58K$3.1M 990 PDF
FY2023 $7.5M$8.1M−$565K$3.1M 990 PDF
FY2022 $5.1M$5.3M−$174K$3.5M 990 PDF
FY2021 $5.0M$4.6M$395K$4.1M 990 PDF
FY2020 Viewing $3.4M$3.7M−$307K$3.6M 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 $3,426,231 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,002,305$1,108,693
I-9 Program service revenuePrior year $1,773,471$2,046,606
I-10 Investment incomePrior year $295,377$276,355
I-11 Other revenuePrior year −$16,860−$5,423
I-12 Total revenuePrior year $3,054,293$3,426,231
I-13 Grants and similar amounts paidPrior year $187,000$164,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,986,026$2,210,631
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,248,115$1,358,525
I-18 Total expensesPrior year $3,421,141$3,733,156
I-19 Revenue less expensesPrior year −$366,848−$306,925
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,426,231 across 10 lines filed
VIII-1c Fundraising events$23,636
VIII-1e Government grants$827,929
VIII-1f All other contributions, gifts and grants$257,128
VIII-1g Noncash contributions (included above)$6,715
VIII-1h Total contributions, gifts and grants$1,108,693
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,046,606$2,046,606
VIII-3 Investment incomeRelated to mission $211,945 · Excluded from tax $28,420$240,365
VIII-7 Net gain or loss on sales of assetsExcluded from tax $35,990$35,990
VIII-8 Net income from fundraising eventsExcluded from tax −$5,423−$5,423
VIII-12 Total revenueRelated to mission $2,258,551 · Excluded from tax $58,987$3,426,231
Part IX · Statement of functional expenses $3,733,156 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $164,000$164,000
IX-5 Pay of current officers, directors and key staffPrograms $68,698 · Management $27,075 · Fundraising $4,429$100,202
IX-7 Other salaries and wagesPrograms $1,626,679 · Management $45,993 · Fundraising $76,911$1,749,583
IX-9 Other employee benefitsPrograms $200,749 · Management $8,652 · Fundraising $9,632$219,033
IX-10 Payroll taxesPrograms $129,975 · Management $5,602 · Fundraising $6,236$141,813
IX-11b Legal feesPrograms $21,686 · Management $2,947 · Fundraising $347$24,980
IX-11c Accounting feesPrograms $6,107 · Management $75,433 · Fundraising $307$81,847
IX-11f Investment management feesManagement $9,624$9,624
IX-11g Other fees for servicesPrograms $39,132 · Management $5,701 · Fundraising $779$45,612
IX-12 Advertising and promotionPrograms $5,026$5,026
IX-16 OccupancyPrograms $279,757 · Management $17,662 · Fundraising $4,311$301,730
IX-17 TravelPrograms $3,302 · Management $353 · Fundraising $162$3,817
IX-20 InterestPrograms $70,729 · Management $15,259$85,988
IX-22 Depreciation, depletion and amortizationPrograms $440,886 · Management $8,200$449,086
IX-23 InsurancePrograms $62,258 · Management $9,133 · Fundraising $372$71,763
IX-24 Other expenses (24a–d)Programs $150,485 · Management $6,176 · Fundraising $2,833$159,494
IX-24e All other expensesPrograms $90,235 · Management $20,100 · Fundraising $9,223$119,558
IX-25 Total functional expensesPrograms $3,359,704 · Management $257,910 · Fundraising $115,542$3,733,156
Part X · Balance sheet $24,214,726 assets, 16 lines filed
Asset lines not itemized here account for $3,973,527; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $301,998$431,382
X-2 Savings and temporary cash investmentsStart of year $409,573$467,693
X-3 Pledges and grants receivableStart of year $50,304$109,938
X-4 Accounts receivableStart of year $140,160$496,730
X-9 Prepaid expenses and deferred chargesStart of year $97,059$142,921
X-10c Land, buildings and equipment, netStart of year $14,929,317$16,942,236
X-11 Publicly traded securitiesStart of year $1,433,559$1,650,299
X-16 Total assetsStart of year $21,319,466$24,214,726
X-17 Accounts payable and accrued expensesStart of year $151,492$219,375
X-19 Deferred revenueStart of year $9,210$14,210
X-24 Unsecured notes and loans payableStart of year $120,000$672,356
X-26 Total liabilitiesStart of year $17,572,115$20,610,717
X-27 Net assets without donor restrictionsStart of year −$691,000−$1,058,800
X-28 Net assets with donor restrictionsStart of year $4,438,351$4,662,809
X-32 Total net assets or fund balancesStart of year $3,747,351$3,604,009
X-33 Total liabilities and net assetsStart of year $21,319,466$24,214,726
Part XI · Reconciliation of net assets $3,604,009 net assets at year end
XI-1 Total revenue$3,426,231
XI-2 Total expenses$3,733,156
XI-3 Revenue less expenses−$306,925
XI-4 Net assets at start of year$3,747,351
XI-5 Net unrealized gains (losses) on investments$163,583
XI-10 Net assets at end of year$3,604,009

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

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