Civic Intelligence

Hope Partners of Farmington

990 • Fiscal year 2015 • EIN 06-0860153

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

321 New Britain AvenueUnionville, CT 06085

(860) 673-1441

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

95th percentile

$65,800

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$187,435

Up $12,733 (+7.3%) from 2014

Net Assets

Up

$187,435

Up $12,733 (+7.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$183,404

Up $21,305 (+13%) from 2014

Expenses

Up

$170,671

Up $2,743 (+1.6%) from 2014

Net Income

Up

$12,733

Up $18,562 (+318%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $191,216Liabilities 2011: $0Net Assets 2011: $191,2162011Assets 2012: $189,507Liabilities 2012: $0Net Assets 2012: $189,5072012Assets 2013: $180,531Liabilities 2013: $0Net Assets 2013: $180,5312013Assets 2014: $174,702Liabilities 2014: $0Net Assets 2014: $174,7022014Assets 2015: $187,435Liabilities 2015: $0Net Assets 2015: $187,4352015Assets 2016: $202,444Liabilities 2016: $0Net Assets 2016: $202,4442016Assets 2017: $213,730Liabilities 2017: $0Net Assets 2017: $213,7302017Assets 2018: $236,165Liabilities 2018: $0Net Assets 2018: $236,1652018Assets 2019: $235,983Liabilities 2019: $0Net Assets 2019: $235,9832019Assets 2020: $209,450Liabilities 2020: $0Net Assets 2020: $209,4502020Assets 2021: $220,745Liabilities 2021: $0Net Assets 2021: $220,7452021Assets 2022: $207,529Liabilities 2022: $0Net Assets 2022: $207,5292022Assets 2023: $134,200Liabilities 2023: $0Net Assets 2023: $134,2002023Assets 2024: $189,207Liabilities 2024: $0Net Assets 2024: $189,2072024Assets 2025: $156,319Liabilities 2025: $0Net Assets 2025: $156,3192025

Highlighted filing

2015

Assets$187,435
Liabilities$0
Net Assets$187,435

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $170,3452011Expenses 2012: $170,4952012Revenue 2013: $155,875Expenses 2013: $164,851Net Income 2013: -$8,9762013Revenue 2014: $162,099Expenses 2014: $167,928Net Income 2014: -$5,8292014Revenue 2015: $183,404Expenses 2015: $170,671Net Income 2015: $12,7332015Revenue 2016: $184,046Expenses 2016: $169,037Net Income 2016: $15,0092016Revenue 2017: $170,016Expenses 2017: $158,730Net Income 2017: $11,2862017Revenue 2018: $181,933Expenses 2018: $159,498Net Income 2018: $22,4352018Revenue 2019: $184,186Expenses 2019: $184,368Net Income 2019: -$1822019Revenue 2020: $239,439Expenses 2020: $265,972Net Income 2020: -$26,5332020Revenue 2021: $259,208Expenses 2021: $247,914Net Income 2021: $11,2942021Revenue 2022: $238,476Expenses 2022: $251,692Net Income 2022: -$13,2162022Revenue 2023: $238,233Expenses 2023: $311,562Net Income 2023: -$73,3292023Revenue 2024: $257,384Expenses 2024: $202,377Net Income 2024: $55,0072024Revenue 2025: $171,402Expenses 2025: $204,290Net Income 2025: -$32,8882025

Highlighted filing

2015

Revenue$183,404
Expenses$170,671
Net Income$12,733
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v6.0
Gross Receipts
$183,404
Mission and Program Overview

Mission

To assist older citizens with maintaining their desired home lifestyle relative to their meals, transportation, socialization, home medical equipment and maintenance.

Provide services to elderly such as meal delivery, congregate meals, rides to appointments and shopping, and visitation

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$156,421$158,557▲ $2,136
Cash and Non-Interest-Bearing Accounts$18,281$28,878▲ $10,597
Total Assets$174,702$187,435▲ $12,733
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$174,702$187,435▲ $12,733
Total Net Assets Fund Balance$174,702$187,435▲ $12,733
Total Liabilities and Net Assets / Fund Balance$174,702$187,435▲ $12,733

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,738$3,738
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nancy WalkerExec DirectFT$65,800$65,800

Board Members and Trustees

NameTitle
Marcie ShepardPresident
Betty AndersonDirector
Beverly DeavensDirector
Chrissy FarrellDirector
Diane ClerkinDirector
Gale GipsonDirector
George ReiderDirector
Jean FestaDirector
Jessica ListerDirector
Minako ObaDirector
Nancy ParentDirector
Pat RobothamDirector
Patti WilliamsDirector
Ray ZailskasDirector
Tracy BoniniDirector
Ed PrenetaOfficer
Marion HydeSecretary
Tanya JaneczkoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$106,921
Program Service Revenue
$74,346
Investment Income
$2,137
Other Revenue
$0
All Other Contributions
$102,921
Change in Net Assets
$12,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$109,095
Other Expenses$61,576
Total Fundraising Expense$8,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,253$11,186$2,133$83,572
Other Employee Benefits$14,961$3,064-$18,025
Payroll Taxes$6,302$1,005$191$7,498
Office Expenses--$6,316$6,316
Insurance$3,996$819-$4,815
Occupancy$3,005$616$85$3,706
Other Expenses$465--$465
Travel-$123-$123
All Other Expenses$47$10-$57
Total Functional Expenses$145,123$16,823$8,725$170,671
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer prepares a detail review of the 990. The president also reviews the return and will present it to the board.

Form 990, Page 6, Part VI, Line 15A

Executive director compensation is approved by the board of directors

Form 990, Page 6, Part VI, Line 15B

All employee compensation is subject to board approval

Form 990, Page 6, Part VI, Line 19

Governing documents made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Services for the Elderly of
EIN
06-0860153
Phone
8606731441
Address
321 NEW BRITAIN AVENUE, UNIONVILLE, CT 06085

Signing Officer

Name
Nancy Walker
Title
Executive Director
Phone
8606731441
Signed
2015-11-10

Organization Details

Formed
1969
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
18
Employees
3
Volunteers
180

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN STREET, FARMINGTON, CT 06032
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Provide services to elderly such as delivering meals, serving meals to seniors at location, rides to appointments and shopping, visitation

Form 990, Page 2, Part III, Line 4D

Provide other services to elderly such as rides to appointments, visitation, tax preparation

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011186
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt070253
IRS990/OtherSalariesAndWagesGrp/TotalAmt083572
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0191
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01005
IRS990/PayrollTaxesGrp/ProgramServicesAmt06302
IRS990/PayrollTaxesGrp/TotalAmt07498
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEALS ON WHEELS-FEES FOR SERV
IRS990/ProgramServiceRevenueGrp/Desc1MEALS ON WHEELS-TOWN SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2CCCI-MEALS ON WHEELS
IRS990/ProgramServiceRevenueGrp/Desc3TOWN OF FARMINGTON-CONTRACT
IRS990/ProgramServiceRevenueGrp/Desc4CONG MEALS - FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt023908
IRS990/ProgramServiceRevenueGrp/ExclusionAmt118713
IRS990/ProgramServiceRevenueGrp/ExclusionAmt215102
IRS990/ProgramServiceRevenueGrp/ExclusionAmt39600
IRS990/ProgramServiceRevenueGrp/ExclusionAmt43991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43991
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE OTHER SERVICES TO ELDERLY SUCH AS RIDES TO APPOINTMENTS, VISITATION, TAX PREPARATION
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt083259
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01847
IRS990/PYOtherExpensesAmt063283
IRS990/PYOtherRevenueAmt0207
IRS990/PYProgramServiceRevenueAmt076786
IRS990/PYRevenuesLessExpensesAmt0-5829
IRS990/PYSalariesCompEmpBnftPaidAmt0104645
IRS990/PYTotalExpensesAmt0167928
IRS990/PYTotalRevenueAmt0162099
IRS990/ReconcilationRevenueExpnssAmt012733
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156421
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0158557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0106921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt080061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt088275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0437822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013454
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt074346
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt076786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt074325
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt086770
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt078122
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0390349
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0841625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0183404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0162099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0155875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0168786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0171461
IRS990ScheduleA/Total509Grp/TotalAmt0841625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0183404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0162099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0168786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0171461
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0841625
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03738
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03738
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE SERVICES TO ELDERLY SUCH AS DELIVERING MEALS, SERVING MEALS TO SENIORS AT LOCATION, RIDES TO APPOINTMENTS AND SHOPPING, VISITATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE OTHER SERVICES TO ELDERLY SUCH AS RIDES TO APPOINTMENTS, VISITATION, TAX PREPARATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER PREPARES A DETAIL REVIEW OF THE 990. THE PRESIDENT ALSO REVIEWS THE RETURN AND WILL PRESENT IT TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL EMPLOYEE COMPENSATION IS SUBJECT TO BOARD APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0174702
IRS990/TotalAssetsEOYAmt0187435
IRS990/TotalAssetsGrp/BOYAmt0174702
IRS990/TotalAssetsGrp/EOYAmt0187435
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0106921
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08725
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016823
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145123
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0174702

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$1.71$2.04$0.33
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$2.57$2.02$0.55
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$2.38$3.12$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$2.38$2.52$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$2.59$2.48$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$2.39$2.66$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$1.84$1.84$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$1.82$1.59$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$1.70$1.59$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$1.84$1.69$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.83$1.71$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.62$1.68$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$1.56$1.65$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$1.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$1.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits