Civic Intelligence

Cocalico Senior Association

990EZ • Fiscal year 2016 • EIN 23-2572631

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 25, 2016

Organization ProfileN/A
P O Box 253Reinholds, PA 17569

(717) 336-7489

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$103,656

Down $32,935 (-24%) from 2015

Net Assets

Down

$103,656

Down $32,935 (-24%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$91,819

Down $40,124 (-30%) from 2015

Expenses

Up

$124,754

Up $5,288 (+4.4%) from 2015

Net Income

Down

-$32,935

Down $45,412 (-364%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$200K$150K$100K$50K$0Assets 2010: $156,495Net Assets 2010: $156,4952010Assets 2011: $165,342Liabilities 2011: $02011Assets 2012: $147,874Net Assets 2012: $147,8742012Assets 2013: $137,947Net Assets 2013: $137,9472013Assets 2014: $124,114Net Assets 2014: $124,1142014Assets 2015: $136,591Net Assets 2015: $136,5912015Assets 2016: $103,656Net Assets 2016: $103,6562016Assets 2017: $95,278Net Assets 2017: $95,2782017Assets 2018: $91,099Liabilities 2018: $02018Assets 2019: $82,601Liabilities 2019: $02019

Highlighted filing

2016

Assets$103,656
Liabilities-
Net Assets$103,656
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100KRevenue 2010: $67,593Expenses 2010: $153,804Net Income 2010: -$86,2112010Revenue 2011: $148,145Expenses 2011: $139,297Net Income 2011: $8,8482011Revenue 2012: $113,501Expenses 2012: $130,969Net Income 2012: -$17,4682012Revenue 2013: $121,304Expenses 2013: $131,231Net Income 2013: -$9,9272013Revenue 2014: $113,866Expenses 2014: $127,699Net Income 2014: -$13,8332014Revenue 2015: $131,943Expenses 2015: $119,466Net Income 2015: $12,4772015Revenue 2016: $91,819Expenses 2016: $124,754Net Income 2016: -$32,9352016Revenue 2017: $92,430Expenses 2017: $100,808Net Income 2017: -$8,3782017Revenue 2018: $96,402Expenses 2018: $100,581Net Income 2018: -$4,1792018Revenue 2019: $7,090Expenses 2019: $15,588Net Income 2019: -$8,4982019

Highlighted filing

2016

Revenue$91,819
Expenses$124,754
Net Income-$32,935
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$106,572
Mission and Program Overview

Mission

Daily operation of senior center

Program Services

DescriptionGrantsExpenses
PROVIDE SOCIAL AND EDUCATIONAL ACTIVITIES FOR PEOPLE OVER 60 YEARS OLD. AVERAGE DAILY ATTENDANCE 30-35 PERSONS.-$124,041
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA FIDLERBoard Member-$0--
DAVID B LLOYDPresident&SePT$0--
MATTHEW J PAULTreasurer-$0--
REV MIKE RONEYBoard Member-$0--
ANDREW GEHMANVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Banquet/$12,579$12,579$9,267$3,312
Chicken Barbequ$8,476$8,476$5,197$3,279
Total Events$21,055$21,055$14,464$6,591
Filing and Contact Details

Filer

Filer Name
Cocalico Senior Association
EIN
23-2572631
Phone
7173367489
Address
P O BOX 253, REINHOLDS, PA 17569

Signing Officer

Name
Matthew J Paul
Title
Treasurer
Phone
7173367489
Signed
2016-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Weinhold Nickel & Company Llp
Address
1360 RIDGE AVE, EPHRATA, PA 17522-9659
Preparer
Dean a Hoover CPA
Phone
7173363801
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 155 mileage & conferences 123 insurance 6,240 program costs 8,888 bus operating expenses 3,940 other 325 dues and subscriptions 42 program supplies 785 bank fees 87 repayment of grant funds 13,532 non-investment depreciation 7,988 total 42,105”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 100 0 equipment & other depreciable assets 19,946 19,946 less accumulated depreciation 16,169 17,881 computer software 1,876 1,876 less accumulated amortization 1,876 1,876 total 3,877 2,065”

Raw XML Appendix161 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW J PAUL
IRS990EZ/BooksInCareOfDetail/PhoneNum07176066312
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 253
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REINHOLDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017569
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02770
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt084180
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32935
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029404
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136591
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103656
IRS990EZ/FundraisingGrossIncomeAmt022392
IRS990EZ/GrossReceiptsAmt0106572
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0105097
IRS990EZ/LandAndBuildingsGrp/EOYAmt098821
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136591
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103656
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136591
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103656
IRS990EZ/OccupancyRentUtltsAndMaintAmt031022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENDA FIDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID B LLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW J PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REV MIKE RONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW GEHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT&SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03877
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02065
IRS990EZ/OtherExpensesTotalAmt042105
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DAILY OPERATION OF SENIOR CENTER
IRS990EZ/PrintingPublicationsPostageAmt0399
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SOCIAL AND EDUCATIONAL ACTIVITIES FOR PEOPLE OVER 60 YEARS OLD. AVERAGE DAILY ATTENDANCE 30-35 PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0124041
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021824
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014753
IRS990EZ/SpecialEventsNetIncomeLossAmt07639
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124754
IRS990EZ/TotalProgramServiceExpensesAmt0124041
IRS990EZ/TotalRevenueAmt091819
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt084180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0113462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt094082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt098948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0491879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt059
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt022392
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0491879
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt084180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0113462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt094082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098948
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0491879
IRS990ScheduleA/TotalSupportAmt0491938
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014464
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL BANQUET/
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHICKEN BARBEQU
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021055
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06591
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 155 MILEAGE & CONFERENCES 123 INSURANCE 6,240 PROGRAM COSTS 8,888 BUS OPERATING EXPENSES 3,940 OTHER 325 DUES AND SUBSCRIPTIONS 42 PROGRAM SUPPLIES 785 BANK FEES 87 REPAYMENT OF GRANT FUNDS 13,532 NON-INVESTMENT DEPRECIATION 7,988 TOTAL 42,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 100 0 EQUIPMENT & OTHER DEPRECIABLE ASSETS 19,946 19,946 LESS ACCUMULATED DEPRECIATION 16,169 17,881 COMPUTER SOFTWARE 1,876 1,876 LESS ACCUMULATED AMORTIZATION 1,876 1,876 TOTAL 3,877 2,065
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW J PAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07173367489
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COCALICO SENIOR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0COCA
ReturnHeader/Filer/EIN0232572631
ReturnHeader/Filer/PhoneNum07173367489
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 253
ReturnHeader/Filer/USAddress/CityNm0REINHOLDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017569
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231934726
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINHOLD NICKEL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 RIDGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EPHRATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0175229659
ReturnHeader/PreparerPersonGrp/PhoneNum07173363801
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN A HOOVER CPA
ReturnHeader/ReturnTs02016-11-15T13:26:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,656
Liabilities
-
Net assets
$103,656
Revenue
$91,819
Expenses
$124,754
Net income
-$32,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.83$0.00$0.07$0.16$0.08
2018Summary only. Only limited summary data is available for this year.$0.91$0.00$0.96$1.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.92$1.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.92$1.25$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.37$1.37$1.32$1.19$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.14$1.28$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.38$1.21$1.31$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.48$1.14$1.31$0.17
2011Summary only. Only limited summary data is available for this year.$1.65$0.00$1.48$1.39$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$1.56$0.68$1.54$0.86