Civic Intelligence

Action for Older Persons Inc.

990 • Fiscal year 2018 • EIN 23-7060657

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 12, 2019

200 Plaza DrVestal, NY 13850

(607) 722-1251

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

1.8%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$344,088

Up $37,436 (+12%) from 2017

Net Assets

Up

$336,363

Up $44,270 (+15%) from 2017

Liabilities

Down

$7,725

Down $6,834 (-47%) from 2017

Revenue

Up

$468,737

Up $8,365 (+1.8%) from 2017

Expenses

Up

$418,235

Up $36,102 (+9.4%) from 2017

Net Income

Down

$50,502

Down $27,737 (-35%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $225,829Liabilities 2013: $10,035Net Assets 2013: $215,7942013Assets 2014: $201,437Liabilities 2014: $11,256Net Assets 2014: $190,1812014Assets 2015: $206,544Liabilities 2015: $7,450Net Assets 2015: $199,0942015Assets 2016: $253,268Liabilities 2016: $41,688Net Assets 2016: $211,5802016Assets 2017: $306,652Liabilities 2017: $14,559Net Assets 2017: $292,0932017Assets 2018: $344,088Liabilities 2018: $7,725Net Assets 2018: $336,3632018Assets 2019: $364,463Liabilities 2019: $12,089Net Assets 2019: $352,3742019Assets 2020: $403,671Liabilities 2020: $93,092Net Assets 2020: $310,5792020Assets 2021: $421,860Liabilities 2021: $62,685Net Assets 2021: $359,1752021Assets 2022: $457,493Liabilities 2022: $61,464Net Assets 2022: $396,0292022Assets 2023: $757,926Liabilities 2023: $325,612Net Assets 2023: $432,3142023Assets 2024: $767,812Liabilities 2024: $277,300Net Assets 2024: $490,5122024

Highlighted filing

2018

Assets$344,088
Liabilities$7,725
Net Assets$336,363

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $271,910Expenses 2013: $276,343Net Income 2013: -$4,4332013Revenue 2014: $203,511Expenses 2014: $229,512Net Income 2014: -$26,0012014Revenue 2015: $284,497Expenses 2015: $274,576Net Income 2015: $9,9212015Revenue 2016: $394,244Expenses 2016: $384,880Net Income 2016: $9,3642016Revenue 2017: $460,372Expenses 2017: $382,133Net Income 2017: $78,2392017Revenue 2018: $468,737Expenses 2018: $418,235Net Income 2018: $50,5022018Revenue 2019: $508,268Expenses 2019: $497,678Net Income 2019: $10,5902019Revenue 2020: $512,604Expenses 2020: $557,102Net Income 2020: -$44,4982020Revenue 2021: $557,249Expenses 2021: $517,796Net Income 2021: $39,4532021Revenue 2022: $595,296Expenses 2022: $546,915Net Income 2022: $48,3812022Revenue 2023: $707,398Expenses 2023: $678,996Net Income 2023: $28,4022023Revenue 2024: $983,983Expenses 2024: $927,855Net Income 2024: $56,1282024

Highlighted filing

2018

Revenue$468,737
Expenses$418,235
Net Income$50,502
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 12, 2019
Return Version
2018v3.1
Gross Receipts
$475,244
Mission and Program Overview

Mission

The mission of the organization is to empower individuals and families by providing unbiased information about health insurance options; advocacy; and education to promote quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$30,644$137,231▲ $106,587
Pledges and Grants Receivable$172,686$103,863▼ $68,823
Land, Buildings, and Equipment, Net$46,931$52,819▲ $5,888
Investments in Publicly Traded Securities$34,604$31,635▼ $2,969
Cash and Non-Interest-Bearing Accounts$20,909$17,631▼ $3,278
Prepaid Expenses and Deferred Charges$878$909▲ $31
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$306,652$344,088▲ $37,436
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$14,559$7,725▼ $6,834
Total Liabilities$14,559$7,725▼ $6,834
Net Assets / Fund Balance
Unrestricted Net Assets$257,648$290,058▲ $32,410
Temporarily Rstr Net Assets$29,445$41,305▲ $11,860
Permanently Rstr Net Assets$5,000$5,000→ $0
Total Net Assets Fund Balance$292,093$336,363▲ $44,270
Total Liabilities and Net Assets / Fund Balance$306,652$344,088▲ $37,436

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,931$24,074$71,005
Other Land Buildings$2,319$12,742$15,061
Leasehold Improvements$3,569$123$3,692
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$461,502
Program Service Revenue
$0
Investment Income
$3,663
Other Revenue
$3,572
All Other Contributions
$20,501
Change in Net Assets
$50,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$317,073
Other Expenses$101,162
Total Fundraising Expense$16,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$242,255$22,760$9,636$274,651
Occupancy$28,589$2,686$1,137$32,412
Payroll Taxes$18,730$1,760$745$21,235
Other Employee Benefits$14,469$1,359$576$16,404
Travel$13,080--$13,080
Depreciation Depletion$11,348$1,064$453$12,865
Fees for Services Other$6,146$656$217$7,019
Insurance$6,018$566$239$6,823
All Other Expenses$4,012$813$944$5,769
Pension Plan Contributions$4,218$397$168$4,783
Other Expenses$2,549$173$382$3,104
Total Functional Expenses$367,992$33,343$16,900$418,235
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,079
Fundraising Direct Expenses$6,507
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft copy of form 990 is presented to the audit committee for their review and approval. Upon acceptance the president/treasurer are authorized to sign the federal and state filings.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The agency mandates that all board of directors and key employees complete a disclosure statement regarding conflict of interest annually and more frequentely,if warranted. All conflicts are summarized and presented at a board of directors meeting.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation for key employees is determined by the executive committee of the board of directors. Compensation is determined by comparisons with local industry standards, such as United Way listings of salaries for comparable positions. Board members are not compensated. Annual reviews for the Executive Director is performed by the board of directors, with annual compensation set at such review.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Copies are available upon request or can be obtained on the internet from guidestar and nys charities bureau sites.

Filing and Contact Details

Filer

Filer Name
Action for Older Persons Inc
EIN
23-7060657
Phone
6077221251
Address
200 PLAZA DR, VESTAL, NY 13850

Signing Officer

Name
Sally Hoffman
Title
President
Signed
2019-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
11
Volunteers
75

Preparer

Firm
Barrett & Mahonski LLC
Address
870 HOOPER RD, ENDWELL, NY 13760
Preparer
Teri J Mahonski
Phone
6077869070
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

ROUNDING = $2

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IRS990/InsuranceGrp/TotalAmt06823
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt034604
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt046931
IRS990/LandBldgEquipBasisNetGrp/EOYAmt052819
IRS990/LandBldgEquipCostOrOtherBssAmt089758
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt029991
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO EMPOWER INDIVIDUALS AND FAMILIES BY PROVIDING UNBIASED INFORMATION ABOUT HEALTH INSURANCE OPTIONS; ADVOCACY; AND EDUCATION TO PROMOTE QUALITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0336363
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03572
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6234
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01137
IRS990/OccupancyGrp/ManagementAndGeneralAmt02686
IRS990/OccupancyGrp/ProgramServicesAmt028589
IRS990/OccupancyGrp/TotalAmt032412
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0576
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01359
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014469
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016404
IRS990/OtherExpensesGrp/Desc0TELEPHONE/INTERNET
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAINT
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0171
IRS990/OtherExpensesGrp/FundraisingAmt1260
IRS990/OtherExpensesGrp/FundraisingAmt21972
IRS990/OtherExpensesGrp/FundraisingAmt3382
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0405
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1612
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3173
IRS990/OtherExpensesGrp/ProgramServicesAmt07571
IRS990/OtherExpensesGrp/ProgramServicesAmt16543
IRS990/OtherExpensesGrp/ProgramServicesAmt22464
IRS990/OtherExpensesGrp/ProgramServicesAmt32549
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IRS990/OtherExpensesGrp/TotalAmt17415
IRS990/OtherExpensesGrp/TotalAmt24528
IRS990/OtherExpensesGrp/TotalAmt33104
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1TAX REFUND & OTHER MISC.
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09636
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022760
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0274651
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01760
IRS990/PayrollTaxesGrp/ProgramServicesAmt018730
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0168
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0397
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0172686
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IRS990/ProgramServiceRevenueGrp/Desc0ADVERTISING
IRS990/ProgramServiceRevenueGrp/Desc1IN HOUSE COMPUTER COURSES
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION, ADVOCACY AND PLANNING: ASSIST OLDER INDIVICUALS TO IMPROVE THEIR GENERAL LIVING CONDITIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0121408
IRS990/ProgSrvcAccomActy3Grp/Desc0PROTECTION OF ADULTS/OMBUDSAN: PROVIDES EDUCATION TO PRIMARILY TO PROFESSIONALS AND CAREGIVERS REGARDING LIVING CONDITIONS IN ADULT HOMES AND LONG-TERM CARE FACILITIES IN BROOME AND DELAWARE COUNTIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt091070
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IRS990/PYContributionsGrantsAmt0446314
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IRS990/PYOtherRevenueAmt07614
IRS990/PYProgramServiceRevenueAmt03550
IRS990/PYRevenuesLessExpensesAmt078239
IRS990/PYSalariesCompEmpBnftPaidAmt0289349
IRS990/PYTotalExpensesAmt0382133
IRS990/PYTotalRevenueAmt0460372
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050502
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt030644
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0461502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0446314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0390055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0282059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0185671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01765601
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0555

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