Totals
- Total revenue
- $45,581,532
- Total expenses
- $45,307,968
- Contributions and grants received
- $42,906,774
- Grants paid
- $0
- Program service revenue
- $1,831,215
- Investment income
- -$56,012
- Other revenue
- $899,555
- Total assets, end of year
- $61,407,816
- Total liabilities, end of year
- $6,882,881
- Net assets or fund balances, end of year
- $54,524,935
- Program services expenses (Part IX)
- $40,007,025
- Management and general expenses
- $4,728,095
- Fundraising expenses
- $572,848
- Program service expenses (Part III)
- $40,007,025
Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$377,870
-
1e · Government grants (contributions)
$38,141,367
-
1f · All other contributions, gifts and grants
$4,387,537
-
1g · Noncash contributions included above
$58,915
-
2a · Program service revenue: CONTRACT SERVICE FEES
total $1,729,202 · related or exempt $1,729,202
-
2b · Program service revenue: KERR BIKES REVENUES
total $102,013 · related or exempt $102,013
-
3 · Investment income
total $336,639 · excluded $336,639
-
7a · Gross sales of assets other than inventory
other assets $7,214
-
7b · Less cost or other basis and sales expenses
other assets $399,865
-
7c · Gain or loss
other assets -$392,651
-
7d · Net gain or loss
total -$392,651 · excluded -$392,651
-
10a · Gross sales of inventory
$22,562
-
10b · Cost of goods sold
$11,041
-
10c · Net income from sales of inventory
total $11,521 · excluded $11,521
-
11a · Other revenue: DEVELOPMENT FEES
total $783,917 · excluded $783,917
-
11b · Other revenue: OTHER INCOME
total $104,117 · excluded $104,117
-
11e · Other revenue, total
$888,034
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $516,217 · management and general $412,974 · fundraising $103,243
-
7 · Other salaries and wages
total $28,474,310 · program services $25,949,964 · management and general $2,367,892 · fundraising $156,454
-
8 · Pension plan contributions
total $422,426 · program services $388,048 · management and general $32,712 · fundraising $1,666
-
9 · Other employee benefits
total $3,198,377 · program services $2,873,012 · management and general $298,867 · fundraising $26,498
-
10 · Payroll taxes
total $2,665,327 · program services $2,387,420 · management and general $254,380 · fundraising $23,527
-
11b · Fees: legal
total $5,130 · program services $349 · management and general $4,675 · fundraising $106
-
11c · Fees: accounting
total $180,388 · management and general $180,388
-
11d · Fees: lobbying
total $36,000 · program services $36,000
-
11g · Fees: other
total $1,273,299 · program services $930,206 · management and general $320,539 · fundraising $22,554
-
12 · Advertising and promotion
total $117,667 · program services $14,859 · management and general $85,387 · fundraising $17,421
-
13 · Office expenses
total $576,604 · program services $157,589 · management and general $277,680 · fundraising $141,335
-
14 · Information technology
total $718,487 · program services $647,207 · management and general $51,267 · fundraising $20,013
-
16 · Occupancy
total $2,461,133 · program services $2,286,414 · management and general $139,799 · fundraising $34,920
-
17 · Travel
total $337,183 · program services $335,184 · management and general $1,983 · fundraising $16
-
20 · Interest
total $159,884 · program services $140,359 · management and general $19,525
-
22 · Depreciation, depletion and amortization
total $1,692,332 · program services $1,546,571 · management and general $137,768 · fundraising $7,993
-
23 · Insurance
total $339,037 · program services $266,279 · management and general $71,397 · fundraising $1,361
-
24a · Other expenses: PROGRAM SUPPLIES
total $1,089,698 · program services $1,089,698
-
24b · Other expenses: MISCELLANEOUS
total $1,044,469 · program services $957,866 · management and general $70,862 · fundraising $15,741
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,190,070 · end of year $8,500,254
-
3 · Pledges and grants receivable
beginning of year $764,658 · end of year $30,500
-
4 · Accounts receivable
beginning of year $6,523,598 · end of year $8,099,158
-
7 · Other notes and loans receivable
beginning of year $11,200,000 · end of year $11,492,447
-
9 · Prepaid expenses and deferred charges
beginning of year $461,800 · end of year $739,311
-
10a · Land, buildings and equipment: cost or other basis
$37,353,868
-
10b · Land, buildings and equipment: accumulated depreciation
$18,221,099
-
10c · Land, buildings and equipment, net
beginning of year $20,454,531 · end of year $19,132,769
-
11 · Investments: publicly traded securities
beginning of year $27,234 · end of year $17,955
-
15 · Other assets
beginning of year $13,078,932 · end of year $13,395,422
-
17 · Accounts payable and accrued expenses
beginning of year $3,524,485 · end of year $3,158,091
-
19 · Deferred revenue
beginning of year $72,493 · end of year $24,230
-
23 · Secured mortgages and notes payable
beginning of year $3,291,343 · end of year $2,826,157
-
25 · Other liabilities
beginning of year $571,532 · end of year $874,403
-
27 · Net assets without donor restrictions
beginning of year $49,517,762 · end of year $50,920,991
-
28 · Net assets with donor restrictions
beginning of year $3,723,208 · end of year $3,603,944
Mission and programs · 2022
Mission
ALBERTINA KERR EMPOWERS PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, MENTAL HEALTH CHALLENGES, AND OTHER SOCIAL BARRIERS TO LEAD SELF-DETERMINED LIVES AND REACH THEIR FULL POTENTIAL.
Activities or mission (Part I)
SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH CHALLENGES.
-
ADULTS WITH DEVELOPMENTAL DISABILITIES:TWENTY-NINE NEIGHBORHOOD-BASED HOMES OFFERED 24-HOUR SUPPORT AND INDIVIDUAL GROWTH AND SELF-SUSTAINABILITY OPPORTUNITIES DURING FISCAL YEAR 2023. KERR PROVIDED SERVICES TO 98 ADULTS (18 YEARS OLD AND OVER) WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.KERR SUPPORTED 158 PEOPLE IN PROGRAMS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THAT GIVE THEM THE OPPORTUNITY TO PARTICIPATE IN THE WORKFORCE, JOIN IN COMMUNITY ACTIVITIES AND PURSUE INTERESTS THAT ENRICH THEIR LIVES, LEADING TO INCREASED EMPLOYMENT, INDEPENDENCE AND COMMUNITY ENGAGEMENT.
Expenses $25,227,744 · Revenue $102,013
-
YOUTH GROUP HOMES:EIGHTEEN GROUP HOMES OPERATED DURING THE FISCAL YEAR WHERE 64 YOUTH WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WERE PROVIDED 24-HOUR SUPPORT AND LIFE SKILLS TRAINING IN A SAFE AND SECURE SETTING. WE ADOPT A MULTI-DISCIPLINARY APPROACH TO CARE, AND ENSURE THAT THE UNIQUE AND INDIVIDUALIZED NEEDS OF THE PEOPLE WE SERVE, ARE CONSISTENTLY SUPPORTED.
Expenses $9,275,188
-
YOUTH AND FAMILY SERVICES:A WIDE RANGE OF SERVICES FOR CHILDREN WITH MENTAL HEALTH CHALLENGES AND INTELLECTUAL AND DEVELOPMENT DISABILITIES AS WELL AS SUPPORT FOR THEIR FAMILIES. DIAGNOSIS, INTENSIVE INTERVENTION AND TREATMENT FOR CHILDREN AGES THREE TO 17. MANY OF THESE CHILDREN ARE STRUGGLING TO FUNCTION AT HOME, AT SCHOOL OR IN THE COMMUNITY. KERR PROVIDES SPECIALIZED TREATMENT AND SKILLS TRAINING GEARED TOWARD STABILIZING CHILDREN AND THEIR FAMILIES AND CREATING NEW POTENTIAL FOR A HEALTHY, PRODUCTIVE LIFE FOR EACH CHILD. PROGRAMS INCLUDE CRISIS PSYCHIATRIC CARE AND COMMUNITY-BASED MENTAL HEALTH SERVICES. KERR PROVIDED SERVICES FOR 360 CHILDREN AND SUPPORT FOR THEIR FAMILIES. WE MEASURE SUCCESS BY STABILIZING CHILDREN, PROVIDING EFFECTIVE MENTAL HEALTH TREATMENT, AND ULTIMATELY ASSISTING CHILDREN AND FAMILIES TO FUNCTION IN THEIR HOMES, SCHOOLS, AND COMMUNITIES.
Expenses $5,504,093 · Revenue $1,729,202
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Allison Stark Starting 72022ALLISON STARK STARTING 72022
CEO
- Total calculated
- $237,330
- From this org
- $233,079
- From related orgs
- $0
- Other
- $4,251
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $183,079
- Bonus
- $50,000
- Other
- $0
- Deferred
- $2,385
- Nontaxable benefits
- $1,866
- Filer's total
- $237,330
-
Mary Ann Herman Thru 72022MARY ANN HERMAN THRU 72022
INTERIM CEO
- Total calculated
- $150,609
- From this org
- $150,473
- From related orgs
- $0
- Other
- $136
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $150,473
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $136
- Filer's total
- $150,609
-
Jeff Carr Thru 92021JEFF CARR THRU 92021
FORMER CEO
- Total calculated
- $294,000
- From this org
- $294,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $294,000
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $294,000
-
Naomi FishmanNAOMI FISHMAN
CHILD AND ADOLESCENT PSYCH
- Total calculated
- $367,136
- From this org
- $354,993
- From related orgs
- $0
- Other
- $12,143
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $337,993
- Bonus
- $17,000
- Other
- $0
- Deferred
- $9,592
- Nontaxable benefits
- $2,551
- Filer's total
- $367,136
-
Larry MakLARRY MAK
CHILD AND ADOLESCENT PSYCH
- Total calculated
- $316,299
- From this org
- $301,686
- From related orgs
- $0
- Other
- $14,613
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $285,686
- Bonus
- $16,000
- Other
- $0
- Deferred
- $7,177
- Nontaxable benefits
- $7,436
- Filer's total
- $316,299
-
Jenny TsaiJENNY TSAI
CHILD AND ADOLESCENT PSYCH
- Total calculated
- $287,614
- From this org
- $278,592
- From related orgs
- $0
- Other
- $9,022
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $278,592
- Bonus
- $0
- Other
- $0
- Deferred
- $8,146
- Nontaxable benefits
- $876
- Filer's total
- $287,614
-
Derrick PerryDERRICK PERRY
CHIEF PROGRAM OFFICER
- Total calculated
- $240,689
- From this org
- $232,989
- From related orgs
- $0
- Other
- $7,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,489
- Bonus
- $25,500
- Other
- $0
- Deferred
- $287
- Nontaxable benefits
- $7,413
- Filer's total
- $240,689
-
Matthew WarnerMATTHEW WARNER
CHIEF PEOPLE AND ADMIN OFFICER
- Total calculated
- $207,706
- From this org
- $194,137
- From related orgs
- $0
- Other
- $13,569
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,241
- Bonus
- $17,896
- Other
- $0
- Deferred
- $6,190
- Nontaxable benefits
- $7,379
- Filer's total
- $207,706
-
David LakeDAVID LAKE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Laurine ApolloniLAURINE APOLLONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher BeaulieuCHRISTOPHER BEAULIEU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David Connell JDDAVID CONNELL JD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff CronnJEFF CRONN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim CurryKIM CURRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary LagoMARY LAGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul LitwinczukPAUL LITWINCZUK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark McIlraithMARK MCILRAITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig PayneCRAIG PAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa PowellLISA POWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen Rasmussen CPAKAREN RASMUSSEN CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carly RodriguezCARLY RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jake RosenbergJAKE ROSENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heidi SteevesHEIDI STEEVES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dennis W WarnekeDENNIS W WARNEKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason WesslingJASON WESSLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David Wilson DMDDAVID WILSON DMD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4A
- JEFF CARR, FORMER CHIEF EXECUTIVE OFFICER, RECEIVED $294,000 IN SEVERANCE PAYMENTS
- PART I, LINE 7
- THE SENIOR LEADERSHIP AND DIRECTOR BONUS PLANS ARE DESIGNED TO PROVIDE INCENTIVE COMPENSATION FOR SUPERIOR PERFORMANCE IN MANAGING THE OPERATIONS AND RESULTS OF THE ORGANIZATION. BONUSES ARE CALCULATED AND PAID BASED ON THE ATTAINMENT OF SPECIFIC MEASURABLE ORGANIZATIONAL AND DEPARTMENTAL GOALS SET FOR THE FISCAL YEAR.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · RAISE FUNDS AND MANAGE INVESTMENTS · OR · controlled entity
Directly controlled by ALBERTINA KERR CENTERS
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
KERR BIKES LLC
BIKE RENTAL BUSINESS · OR · income $227,114
Directly controlled by ALBERTINA KERR CENTERS
-
GRESHAM WFH GP LLC
LOW-INCOME HOUSING · OR · income $23,011 · assets $3,382,999
Directly controlled by ALBERTINA KERR CENTERS
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
AKC LP
RELATED · LOW-INCOME HOUSING · OR · 0.01% owned · share of income -$472 · share of assets $9,292,432 · general or managing partner
Directly controlled by GRESHAM WFH GP LLC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441309349302704
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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