Audit 300247

FY End
2023-06-30
Total Expended
$994,792
Findings
0
Programs
2
Year: 2023 Accepted: 2024-03-29

Organization Exclusion Status:

Checking exclusion status...

Findings

No findings recorded

Programs

ALN Program Spent Major Findings
21.019 Coronavirus Relief Fund $600,000 Yes 0
14.218 Community Development Block Grants/entitlement Grants $75,000 - 0

Contacts

Name Title Type
LHE1NM452Q83 Wanda Ramirez Auditee
3122011188 Joe David Auditor
No contacts on file

Notes to SEFA

Title: NOTE 1: Organization and Nature of Activities Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. Rebuilding Together Metro Chicago, Inc. (“RTMC”) is a not-for-profit corporation, which was established in 1991 and is located, in Chicago, Illinois. RTMC has repaired thousands of homes and hundreds of community facilities, with the assistance of multiple volunteers. RTMC works in partnership with Chicago land communities, corporations, trade unions, service clubs, and volunteers, with an overall goal to improve the homes and neighborhoods of disadvantaged residents. RTMC’s efforts are sustainable and often act as a catalyst for additional neighborhood improvements when it concentrates in a small geographic area. RTMC assists individuals in less fortunate communities by sponsoring volunteer projects to repair homes of people in need as well as other important community buildings. RTMC is an affiliate of Rebuilding Together, a national organization dedicated to providing critical home repairs, modifications, and improvements for low-income homeowners. Since its founding in 1988, Rebuilding Together affiliates and nearly 100,000 volunteers have worked on over 300 community facilities, gardens, and projects nationwide. RTMC provides a wide variety of charitable, and humanitarian services and programs include: National Rebuilding Day: Held on the last Saturday in April where the Organization participates with other affiliates across the country in a repair project. Give Back Day: Many volunteers work together at relatively unskilled tasks while helping to strengthen and build the Chicagoland community. Make a Difference Day: Every year on the 4ᵗʰ Saturday in October, RTMC dispatches volunteers to a neighborhood to provide repairs to homes in one neighborhood. Volunteers install grab bars, handrails, smoke alarms, CO detectors, doorbells, and other safety- focused repairs to help residents live in safety and independence. Safe at Home: Homeowners are provided with modifications and small accessibility improvements and repairs that include installation of grab bars, handrails, and smoke detectors. Warm the Metro: Homeowners are provided with furnace checks and boiler tune-ups to help keep them safe and warm. American Rescue Plan: RTMC is engaged in two separate agreements with Cook County of Illinois and the city of Chicago Heights for home rebuilding projects which is funded through the American Rescue Plan Act of 2021.
Title: NOTE 2: Summary of Significant Accounting Policies Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed.Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due.
Title: NOTE 3: Donated Services Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. RTMC receives a significant number of donated services from unpaid volunteers who assist in everyday operations and special projects. No amounts have been recognized in the statement of activities because the criteria for recognition established by the Financial Accounting Standards Board in its Statement of Financial Accounting Standards No. 116, accounting for Contributions Received and Contributions Made, have not been satisfied.
Title: NOTE 4: Employee Benefit Plan Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. RMTC has a tax-sheltered annuity plan covering substantially all employees. The benefits are based on years of service and the employee’s compensation during a certain time of employment. RMTC’s funding policy is to make the minimum annual contribution required by applicable regulations. Contributions are intended to provide not only benefits attributed to service to date but also for those expected to be earned in the future. RMTC had $10,327 of 403(b) contributions expense for the fiscal years ended June 30, 2023.
Title: NOTE 5: Investments Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. The Investment policy adopted by the board authorizes the Association to make deposits and invest in accounts of federally insured banks, money markets, bonds, securities, other direct obligations of the United States or any agency or instrumentality of the United States, other fixed-income investments, and equity investments. Investments in options and margin transactions are prohibited unless specifically approved by one of the elected officers of the board and the program manager. The fair value of the Organization’s investments as of June 30, 2023 are as follows: (See the Notes to the SEFA for chart/table)
Title: NOTE 6: Fair Value Measurements Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. Accounting standards require certain assets and liabilities to be reported at fair value in financial statements and provide a framework for establishing that fair value. The framework for determining fair value is based on a hierarchy that prioritizes the inputs and valuation techniques used to measure fair value. The following tables present information about the Organization’s assets measured at fair value on a recurring basis on June 30, 2023 and the valuation techniques used by the association to determine those fair values. Fair values determined by Level 1 inputs use quoted prices in active markets for identical assets that the Association can access. Fair values determined by Level 2 inputs use other inputs that are observable, either directly or indirectly. These Level 2 Inputs include quoted prices for similar assets in active markets and other inputs, such as interest rates and yield curves, that are observable at commonly quoted intervals. Level 3 Inputs are unobservable inputs, including inputs that are available in situations where there is little, if any, market activity for the related assets. These Level 3 fair value measurements are based primarily on management’s estimates using pricing models, discounted cash flow methodologies, or similar techniques considering the characteristics of the asset. In instances whereby inputs used to measure fair value fall into different levels in the above fair value hierarchy, fair value measurements in their entirety are categorized based on the lowest level input that is significant to the valuation.The Organization’s assessment of the significance of inputs to these fair value measurements requires judgment and considers factors specific to each asset. The following summarizes the valuation methodology used in determining fair value measurements of the significant classes of the Organization’s assets measured the fair value, (See the Notes to the SEFA for chart/table). Level 1 Measurements Government Money Market and Mutual Funds – the fair value of these investments is based upon the unadjusted quoted prices for the identical security in active markets that the Association can access.
Title: NOTE 7: Restrictions on Net Assets Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. Net assets with donor restrictions were as follows for the years ended June 30, 2023: See the Notes to the SEFA for chart/table. Net assets without donor restrictions were as follows for the years ended June 30, 2023: See the Notes to the SEFA for chart/table
Title: NOTE 8: Subsequent Events Accounting Policies: Basis of Accounting Presentation RTMC prepares its financial statements on an accrual basis in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). Cash and Cash Equivalents Cash equivalents are those purchases with original maturities of three months or less. Cash equivalents consist of demand deposits and money market accounts. Cash and cash equivalents for purposes of the statement of cash flows exclude permanently restricted cash and cash equivalents. Accounts Receivable Accounts receivable represent the net realizable value of the amounts due from the government and other funding sources. Management reviews grants and contributions are receivable to determine if any receivables will potentially be uncollectible. Receivable balances that are determined to be potentially uncollectible are included in the allowances for doubtful accounts. After all, attempts to collect a receivable have failed, the receivable is written off against the allowance. The allowance for doubtful accounts was $2,750 as of June 30, 2023. Actual results could differ from this estimate. Investments Investments consist of the Government money market and mutual funds. The funds are stated at fair value based on a readily determinable market value. Investment income or loss (including realized and unrealized gains and losses on investments, interest, and dividends) is included in the statement of activities. Equipment Equipment is capitalized at cost. It is RTMC’s policy to capitalize expenditures for these items over $600. Equipment depreciation is provided over three-to-five-year estimated useful lives using the straight-line method. During the fiscal years ended June 30, 2023 depreciation expenses amounted to $543. Risk and Uncertainties RTMC utilizes various investment instruments. Investment securities in general are exposed to various risks, such as interest rate risk, credit risk, and overall market volatility. Due to the level of risk associated with certain investment securities, it is reasonably possible that changes in the values of investment securities could occur in the near term and that such changes could materially affect the amounts reported in the balance sheet. As of June 30, 2023, the Organization’s cash and cash equivalents were deposited in two financial institutions under three separate accounts. Accounts that bear interest at these institutions are insured by the Federal Deposit Insurance Corporation up to $250,000 in aggregate. RTMC did not have uninsured balance amount as of June 30, 2023. Deferred Revenue Revenue from donors is deferred and recognized as earned in the following fiscal year as the projects are completed. Classification of Net Assets Net assets of RTMC are classified based on the presence or absence of donor-imposed restrictions. Net assets are comprised of two groups as follows: • Net Assets - Without Donor Restrictions – Amounts that are not subject to usage restrictions based on donor-imposed requirements. This class also includes assets previously restricted where restrictions have expired or been met. • Net Assets - With Donor Restrictions – Assets are subject to usage limitations based on donor-imposed or grantor restrictions. These restrictions may be temporary or may be based on a particular use. Restrictions may be met by the passage of time or by actions of the Organization. Certain restrictions may need to be maintained in perpetuity. RMTC reported Net Assets with Donor Restrictions of $277,800 as of June 30, 2023. Public Support and Revenue Support funded by government contracts, which qualify as conditional promises to give, is recognized when the condition of performing the contracted services is met. Revenue is therefore recognized as earned and the conditions of eligible expenses are incurred. Contributions are generally available without donor restrictions. Unconditional promises to give are recorded as received. Grants and other contributions of cash and other assets are reported with donor restrictions if they are received with donor stipulations that limit the use of donated assets. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, Net Assets - With Donor Restrictions are reclassified to Net Assets - Without Donor Restrictions and reported in the statement of activities as net assets released from restrictions. Endowment contributions and investments are permanently restricted by the donor. Investment earnings available for distribution are recorded in Net Assets - Without Donor Restrictions. Contributions of donated non-cash assets are recorded at their fair values in the period received. Contributions of donated services that create or enhance nonfinancial assets or that require specialized skills, are provided by individuals possessing those skills, and would typically need to be purchased if not provided by donation, are recorded at their fair values in the period received. Earnings related to Net Assets - With Donor Restrictions will be included in Net Assets - Without Donor Restrictions unless otherwise unless specifically required to be included in Net Assets - Without Donor Restrictions by the donor or by applicable State law. Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the comparative statements of activities. Certain costs have been allocated between program activities, fundraising activities, and management and general based on management’s estimates. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires the use of management’s estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Accounting for Uncertainty in Income Taxes RTMC is a not-for-profit corporation and in 1991had been granted tax-exempt status by the Internal Revenue Service under provisions of Internal Revenue Code Section 501 (c)(6). The Organization files its Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service (IRS) and its Form AG990-IL Illinois Charitable Organization Annual Report, with the Illinois State Attorney Generally. The Organization is generally no longer subject to examination by IRS for years before 2019. As of June 30, 2023, there were no material uncertain income tax positions. Liquidity and Availability of Financial Assets RTMC has $1,455,969 of financial assets available within one year of June 30, 2023, to meet cash needs for operating expenses consisting of cash and cash equivalents of $665,482, Investments of $616,022, accounts receivable, net of allowance for doubtful accounts, of $155,684, and prepaid insurance of $18,781. None of the financial assets are subject to the donor or other contractual restrictions that make them unavailable for operating expenses within one year of June 30, 2023. RMTC has a goal to maintain financial assets, which consist of cash and cash equivalents, on hand to meet 30 days of normal operating expenses, which are, on average, approximately $55,000. RMTC has the policy to structure its financial assets to be available as its operating expenses, liabilities, and other obligations come due. In addition, RMTC manages its liquidity by developing and adopting annual operating budgets that provide sufficient funds for operating expenses to meet its liabilities and other obligations as they become due. De Minimis Rate Used: Both Rate Explanation: We set an agreed upon percentage of grant funds for administration and overhead with the City of Chicago Heights so did not include the de minimis cost rate. Cook County will only allow for reimbursement of personnel expenses and not other overhead for CDBG funds so we do not use the de minimis cost rate. The other two grants (ARPA- Cook County and CDBG - City of Chicago) we used the de minimis cost rate. Management evaluated all activities of RTMC through March 2, 2024, the date the financial statements were available to be issued. The Organization is not aware of any material subsequent events.