Civic Intelligence

Ralston Mercy Douglass House

990 • Fiscal year 2016 • EIN 23-1387107

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 13, 2017

3615 Chestnut StreetPhiladelphia, PA 19104

(215) 386-2984

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.09x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

11th percentile

-22%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$171,066

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

7.4%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$13,612,697

Down $88,948 (-0.6%) from 2015

Net Assets

Down

$13,458,256

Down $143,171 (-1.1%) from 2015

Liabilities

Up

$154,441

Up $54,223 (+54%) from 2015

Revenue

Up

$1,760,085

Up $120,739 (+7.4%) from 2015

Expenses

Up

$2,152,678

Up $418,416 (+24%) from 2015

Net Income

Down

-$392,593

Down $297,677 (-314%) from 2015

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $11,988,653Liabilities 2011: $68,432Net Assets 2011: $11,920,2212011Assets 2012: $12,740,331Liabilities 2012: $89,111Net Assets 2012: $12,651,2202012Assets 2013: $14,335,313Liabilities 2013: $169,755Net Assets 2013: $14,165,5582013Assets 2014: $14,361,781Liabilities 2014: $87,490Net Assets 2014: $14,274,2912014Assets 2015: $13,701,645Liabilities 2015: $100,218Net Assets 2015: $13,601,4272015Assets 2016: $13,612,697Liabilities 2016: $154,441Net Assets 2016: $13,458,2562016Assets 2017: $14,609,102Liabilities 2017: $179,478Net Assets 2017: $14,429,6242017Assets 2018: $5,970,578Liabilities 2018: $1,247,075Net Assets 2018: $4,723,5032018Assets 2019: $15,080,397Liabilities 2019: $161,692Net Assets 2019: $14,918,7052019Assets 2020: $16,451,188Liabilities 2020: $303,339Net Assets 2020: $16,147,8492020Assets 2021: $17,722,331Liabilities 2021: $88,271Net Assets 2021: $17,634,0602021Assets 2022: $15,325,954Liabilities 2022: $865,589Net Assets 2022: $14,460,3652022Assets 2023: $58,124,198Liabilities 2023: $136,601Net Assets 2023: $57,987,5972023Assets 2024: $60,333,987Liabilities 2024: $1,246,585Net Assets 2024: $59,087,4022024

Highlighted filing

2016

Assets$13,612,697
Liabilities$154,441
Net Assets$13,458,256

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $1,064,812Expenses 2011: $1,135,431Net Income 2011: -$70,6192011Expenses 2012: $1,225,5202012Revenue 2013: $1,406,838Expenses 2013: $1,392,531Net Income 2013: $14,3072013Revenue 2014: $1,994,190Expenses 2014: $1,595,591Net Income 2014: $398,5992014Revenue 2015: $1,639,346Expenses 2015: $1,734,262Net Income 2015: -$94,9162015Revenue 2016: $1,760,085Expenses 2016: $2,152,678Net Income 2016: -$392,5932016Revenue 2017: $2,294,059Expenses 2017: $2,249,913Net Income 2017: $44,1462017Revenue 2018: $786,891Expenses 2018: $912,136Net Income 2018: -$125,2452018Revenue 2019: $1,798,305Expenses 2019: $1,864,150Net Income 2019: -$65,8452019Revenue 2020: $1,664,612Expenses 2020: $1,604,002Net Income 2020: $60,6102020Revenue 2021: $2,325,618Expenses 2021: $1,151,313Net Income 2021: $1,174,3052021Revenue 2022: $1,322,100Expenses 2022: $1,052,735Net Income 2022: $269,3652022Revenue 2023: $44,688,276Expenses 2023: $2,837,506Net Income 2023: $41,850,7702023Revenue 2024: $4,583,549Expenses 2024: $4,654,332Net Income 2024: -$70,7832024

Highlighted filing

2016

Revenue$1,760,085
Expenses$2,152,678
Net Income-$392,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 13, 2017
Return Version
2016v3.0
Gross Receipts
$2,219,150
Mission and Program Overview

Mission

The purpose of the corporation is to provide elderly persons with housing facilities and services specially designed to meet their physical, social and psychological needs, and to promote their health, security, happiness, quality of life and usefulness in living longer, the charges for such facilities and services to be predicated upon the provision, maintenance and operation thereby on a nonprofit basis.

To improve the health and quality of life for older adults in philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,667,585$9,784,197▲ $116,612
Land, Buildings, and Equipment, Net$1,741,204$1,563,118▼ $178,086
Cash and Non-Interest-Bearing Accounts$232,522$228,743▼ $3,779
Accounts Receivable$73,732$124,128▲ $50,396
Prepaid Expenses and Deferred Charges$21,036$19,553▼ $1,483
Total Assets$13,701,645$13,612,697▼ $88,948
Other Assets Total$1,965,566$1,892,958▼ $72,608
Liabilities
Accounts Payable and Accrued Expenses$65,758$120,441▲ $54,683
Deferred Revenue$34,460$34,000▼ $460
Total Liabilities$100,218$154,441▲ $54,223
Net Assets / Fund Balance
Unrestricted Net Assets$10,050,212$9,854,562▼ $195,650
Permanently Rstr Net Assets$2,243,070$2,236,440▼ $6,630
Temporarily Rstr Net Assets$1,308,145$1,367,254▲ $59,109
Total Net Assets Fund Balance$13,601,427$13,458,256▼ $143,171
Total Liabilities and Net Assets / Fund Balance$13,701,645$13,612,697▼ $88,948

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,541,566$5,003,475$6,545,041
Equipment$21,552$187,459$209,011
Other Assets Org$40,889--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,667,991-▲ $116,112-$9,784,103
2015$10,073,377-▼ $405,386-$9,667,991
2014$10,098,234-▼ $24,857-$10,073,377
2013$8,622,748-▲ $1,475,486-$10,098,234
2012$7,766,292-▲ $856,456-$8,622,748
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph LukachChief Executive OfficerFT$138,941$32,125$171,066
Revenue and Support

Revenue Composition

Contributions and Grants
$310,783
Program Service Revenue
$1,058,809
Investment Income
$390,493
Other Revenue
$0
All Other Contributions
$310,783
Change in Net Assets
$-392,593

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,718,730
Revenue Not Reported on Financial Statements
$41,355
Revenue Not Reported on Form 990
$256,052
Total Revenue per Audited Statements
$1,974,782
Total Revenue per Form 990
$1,760,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,334,257
Other Expenses$814,671
Total Fundraising Expense$151,545
Grants and Similar Amounts Paid$3,750
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$765,834$74,668$99,111$939,613
Depreciation Depletion$174,862$8,194-$183,056
Current Officers, Directors, Trustees, and Key Employees$139,165$13,535$17,966$170,666
Advertising$75,803$85,340-$161,143
Payroll Taxes$93,709$9,136$12,128$114,973
Other Employee Benefits$76,901$7,118$9,450$93,469
Fees for Services Other$57,181$16,460$1,409$75,050
Office Expenses$56,678$4,484$4,469$65,631
Insurance$51,876$1,824-$53,700
Fees for Services Accounting-$45,478-$45,478
Fees for Service Investment Mgmnt Fees-$41,355-$41,355
Conferences and Meetings$19,560$1,907$2,531$23,998
Travel$23,958--$23,958
Occupancy$19,161--$19,161
Pension Plan Contributions$12,782$1,183$1,571$15,536
Information Technology$11,498$1,121$1,487$14,106
All Other Expenses$8,591$828$1,087$10,506
Fees for Services Legal-$9,347-$9,347
Grants to Domestic Individuals$3,750--$3,750
Other Expenses$2,596$253$336$3,185
Total Functional Expenses$1,675,250$325,883$151,545$2,152,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,152,678
Expenses per Audited Statements$2,111,323
Total Expenses per Audited Statements$2,111,323
Expenses Not Reported on Financial Statements$41,355
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The draft 990 return is reviewed and approved by the finance committee of the board prior to being filed. At the board meeting following the finance committee meeting where the 990 was approved, all board members who request a copy will receive same.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed at annual board of directors' meeting. It is documented in the minutes.

Form 990, Part VI, Section B, Line 15

The personnel committee of the board receives and discusses the ceo recommendation for all salary increases. The ceo is reviewed by the president of the board and any change in compensation is approved by the personnell committee.

Form 990, Part VI, Section C, Line 19

Copy of form 990 can be obtained by email or regular mail upon request.

Filing and Contact Details

Filer

Filer Name
Ralston House
EIN
23-1387107
Phone
2153862984
Address
3615 CHESTNUT STREET, PHILADELPHIA, PA 19104
Doing Business As
Ralston Center

Signing Officer

Name
Joseph a Lukach
Title
Chief Executive Officer
Phone
2153862984
Signed
2017-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph a Lukach
Formed
1934
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
16
Employees
131
Volunteers
20

Preparer

Firm
Tait Weller & Baker Llp
Address
1818 MARKET STREET SUITE 2400, PHILADELPHIA, PA 19103
Preparer
Stacy Cullen
Phone
2159798800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized appreciation of beneficial interests in perpetual trusts -6,630.

Financial Statement Notes

PART X, LINE 2:

Ralston has reviewed their tax positions and has concluded that no liability for unrecognized tax benefits should be recorded related to uncertain tax positions taken on federal and state tax returns for the open tax years (2013 - 2015) or expected to be taken in the current year.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0199246
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03750
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0658311
IRS990/GrossReceiptsAmt02219150
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01487
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01121
IRS990/InformationTechnologyGrp/ProgramServicesAmt011498
IRS990/InformationTechnologyGrp/TotalAmt014106
IRS990/InsuranceGrp/ManagementAndGeneralAmt01824
IRS990/InsuranceGrp/ProgramServicesAmt051876
IRS990/InsuranceGrp/TotalAmt053700
IRS990/InvestmentIncomeGrp/ExclusionAmt0191247
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0191247
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09667585
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09784197
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05190934
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01741204
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01563118
IRS990/LandBldgEquipCostOrOtherBssAmt06754052
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0459065
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR OLDER ADULTS IN PHILADELPHIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013601427
IRS990/NetAssetsOrFundBalancesEOYAmt013458256
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0199246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0199246
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0256052
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt019161
IRS990/OccupancyGrp/TotalAmt019161
IRS990/OfficeExpensesGrp/FundraisingAmt04469
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04484
IRS990/OfficeExpensesGrp/ProgramServicesAmt056678
IRS990/OfficeExpensesGrp/TotalAmt065631
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01965566
IRS990/OtherAssetsTotalGrp/EOYAmt01892958
IRS990/OtherChangesInNetAssetsAmt0-6630
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09450
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07118
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt076901
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093469
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2RALSTON/MERCY DOUGLASS
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/FundraisingAmt0336
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11454
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2253
IRS990/OtherExpensesGrp/ProgramServicesAmt046338
IRS990/OtherExpensesGrp/ProgramServicesAmt130680
IRS990/OtherExpensesGrp/ProgramServicesAmt24327
IRS990/OtherExpensesGrp/ProgramServicesAmt32596
IRS990/OtherExpensesGrp/TotalAmt048536
IRS990/OtherExpensesGrp/TotalAmt132134
IRS990/OtherExpensesGrp/TotalAmt24327
IRS990/OtherExpensesGrp/TotalAmt33185
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt099111
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074668
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0765834
IRS990/OtherSalariesAndWagesGrp/TotalAmt0939613
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012128
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09136
IRS990/PayrollTaxesGrp/ProgramServicesAmt093709
IRS990/PayrollTaxesGrp/TotalAmt0114973
IRS990/PensionPlanContributionsGrp/FundraisingAmt01571
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01183
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012782
IRS990/PensionPlanContributionsGrp/TotalAmt015536
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02243070
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02236440
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021036
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019553
IRS990/PrincipalOfficerNm0JOSEPH A LUKACH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2UCA PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0587098
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1433266
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt238445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0587098
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1433266
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt238445
IRS990/ProgSrvcAccomActy2Grp/Desc0TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR OLDER ADULTS IN PHILADELPHIA. SOME OF THESE SERVICES INVOLVE RENTING SPACE TO OTHERS THAT PROVIDE SERVICES TO BENEFIT OLDER ADULTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0462055
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03750
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0433266
IRS990/ProgSrvcAccomActy3Grp/Desc0RALSTON MY WAY OFFERS SERVICES THAT ALLOW INDIVIDUALS 55+ TO LIVE INDEPENDENTLY IN THEIR COMMUNITIES. THESE SERVICES INCLUDE: HOME CARE, PERSONAL CARE, HANDYMAN REPAIRS, HOUSECLEANING, TRANSPORTATION, YARD WORK, ERRANDS, AND MUCH MORE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0987578
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0587098
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0226698
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt0566238
IRS990/PYOtherExpensesAmt0706842
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0846410
IRS990/PYRevenuesLessExpensesAmt0-94916
IRS990/PYSalariesCompEmpBnftPaidAmt01022420
IRS990/PYTotalExpensesAmt01734262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01639346
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-392593
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt038445
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: (1) IT HAS A PUBLIC SUPPORT PERCENTAGE IN EXCESS OF THE 10% OF SUPPORT LIMITATION; (2) IT ATTRACTS PUBLIC SUPPORT; (3) IT HAS A BROAD BASE OF SUPPORT SOURCES; (4) IT HAS A REPRESENTATIVE GOVERNING BODY, AND (5) IT MAKES ITS FACILITIES AVAILABLE TO THE PUBLIC AND HAS PUBLIC PARTICIPATION IN ITS PROGRAMS.10% OF SUPPORT LIMITATION: THE ORGANIZATION HAS A PUBLIC SUPPORT PERCENTAGE OF 29.09% FOR THE YEAR ENDED 12/31/16 BASED ON AGGREGATE FINANCIAL INFORMATION FOR THE YEARS ENDED 12/31/12 THROUGH 12/31/16. THIS AMOUNT IS IN EXCESS OF THE 10% REQUIRED BY REGULATION SECTION 1.170A-(9)(E)(3)(I). ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS. IT HAS RECEIVED $310,783 FROM THE GENERAL PUBLIC IN 2016, $226,698 IN 2015, $200,953 IN 2014, $153,135 IN 2013 AND $214,558 IN 2012.SOURCES OF SUPPORT: THE ORGANIZATION RECEIVES SUPPORT FROM A WIDE VARIETY OF INDIVIDUALS AND INSTITUTIONS.REPRESENTATIVE GOVERNING BODY: A NUMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS PARTICIPATE BECAUSE OF THEIR EXPERTISE WITH RESPECT TO THE ELDERLY. AVAILABILITY OF FACILITIES TO PUBLIC AND PUBLIC PARTICIPATION IN PROGRAMS: THE ORGANIZATION'S OPERATION OF PROGRAMS FOR THE ELDERLY, IN COOPERATION WITH SPECIALISTS FROM THE UNIVERSITY OF PENNSYLVANIA AND THE PRESENCE ON ITS BOARD OF DIRECTORS OF INDIVIDUALS WITH EXPERTISE IN THE AREA OF THE ELDERLY CONSTITUTE PARTICIPATION BY MEMBERS OF THE PUBLIC WITH SPECIAL KNOWLEDGE OR EXPERTISE. IN ADDITION, THROUGHOUT ITS HISTORY, BEGINNING WITH ITS LONG HISTORY AS A PERSONAL CARE FACILITY, AND THEN THROUGH ITS PRESENTATION AND SUPPORT OF PROGRAMS DIRECTED AT THE ELDERLY, THE ORGANIZATION HAS PROVIDED SERVICES OF FACILITIES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC. THROUGHOUT ITS HISTORY IT HAS MAINTAINED ITS FOCUS ON PROVIDING ASSISTANCE TO THE ELDERLY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0310783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0226698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0153135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0214558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01106127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0191247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0176746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0183504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0323309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0269411
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01144217
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03945315
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29090
IRS990ScheduleA/PublicSupportPY170Pct00.30740
IRS990ScheduleA/PublicSupportTotal170Amt0654537
IRS990ScheduleA/SubstantialContributorsTotAmt0451590
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0310783

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$1.25$59.1$4.58$4.65$0.07
2023Summary only. Only limited summary data is available for this year.$58.1$0.14$58.0$44.7$2.84$41.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.87$14.5$1.32$1.05$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.09$17.6$2.33$1.15$1.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.30$16.1$1.66$1.60$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.16$14.9$1.80$1.86$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$1.25$4.72$0.79$0.91$0.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.18$14.4$2.29$2.25$0.04
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.15$13.5$1.76$2.15$0.39
2015Summary only. Only limited summary data is available for this year.$13.7$0.10$13.6$1.64$1.73$0.09
2014Detailed filing. Detailed filing data is available for this year.$14.4$0.09$14.3$1.99$1.60$0.40
2013Detailed filing. Detailed filing data is available for this year.$14.3$0.17$14.2$1.41$1.39$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.09$12.7$1.23
2011Summary only. Only limited summary data is available for this year.$12.0$0.07$11.9$1.06$1.14$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits