Civic Intelligence

Active Aging Inc.

990 • Fiscal year 2019 • EIN 25-1500945

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 15, 2020

1034 Park AvenueMeadville, PA 16335

(814) 336-1792

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,503,501

Up $386,596 (+12%) from 2018

Net Assets

Up

$3,022,098

Up $276,693 (+10%) from 2018

Liabilities

Up

$481,403

Up $109,903 (+30%) from 2018

Revenue And Expenses

Revenue

Up

$4,589,134

Up $327,435 (+7.7%) from 2018

Expenses

Up

$4,278,949

Up $32,250 (+0.8%) from 2018

Net Income

Up

$310,185

Up $295,185 (+1968%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,224,565Liabilities 2011: $322,401Net Assets 2011: $1,902,1642011Assets 2012: $2,118,471Liabilities 2012: $252,111Net Assets 2012: $1,866,3602012Assets 2014: $2,365,276Liabilities 2014: $328,381Net Assets 2014: $2,036,8952014Assets 2016: $2,954,237Liabilities 2016: $356,074Net Assets 2016: $2,598,1632016Assets 2017: $3,080,707Liabilities 2017: $350,303Net Assets 2017: $2,730,4042017Assets 2018: $3,116,905Liabilities 2018: $371,500Net Assets 2018: $2,745,4052018Assets 2019: $3,503,501Liabilities 2019: $481,403Net Assets 2019: $3,022,0982019Assets 2020: $4,272,308Liabilities 2020: $831,041Net Assets 2020: $3,441,2672020Assets 2021: $4,479,755Liabilities 2021: $735,172Net Assets 2021: $3,744,5832021Assets 2022: $4,605,857Liabilities 2022: $450,880Net Assets 2022: $4,154,9772022

Highlighted filing

2019

Assets$3,503,501
Liabilities$481,403
Net Assets$3,022,098

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2011: $3,636,2602011Expenses 2012: $3,766,3052012Revenue 2014: $3,949,599Expenses 2014: $3,747,534Net Income 2014: $202,0652014Revenue 2016: $4,335,165Expenses 2016: $4,113,980Net Income 2016: $221,1852016Revenue 2017: $4,429,640Expenses 2017: $4,297,399Net Income 2017: $132,2412017Revenue 2018: $4,261,699Expenses 2018: $4,246,699Net Income 2018: $15,0002018Revenue 2019: $4,589,134Expenses 2019: $4,278,949Net Income 2019: $310,1852019Revenue 2020: $4,451,673Expenses 2020: $4,032,504Net Income 2020: $419,1692020Revenue 2021: $4,367,920Expenses 2021: $4,064,604Net Income 2021: $303,3162021Revenue 2022: $4,533,802Expenses 2022: $4,123,408Net Income 2022: $410,3942022

Highlighted filing

2019

Revenue$4,589,134
Expenses$4,278,949
Net Income$310,185
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 15, 2020
Return Version
2018v3.2
Gross Receipts
$4,589,134
Mission and Program Overview

Mission

To serve as the designated area agency on aging for crawford county, pa. To develop, implement and maintain a comprehensive and supportive human services system for persons aged 60 and older in crawford county, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,055,569$1,499,623▲ $444,054
Cash and Non-Interest-Bearing Accounts$1,740,705$853,821▼ $886,884
Savings and Temporary Cash Investments$251,306$752,004▲ $500,698
Accounts Receivable$60,795$393,179▲ $332,384
Prepaid Expenses and Deferred Charges$8,530$4,874▼ $3,656
Total Assets$3,116,905$3,503,501▲ $386,596
Liabilities
Accounts Payable and Accrued Expenses$371,500$481,403▲ $109,903
Total Liabilities$371,500$481,403▲ $109,903
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,184,949$1,622,254▲ $437,305
Unrestricted Net Assets$1,560,456$1,399,844▼ $160,612
Total Net Assets Fund Balance$2,745,405$3,022,098▲ $276,693
Total Liabilities and Net Assets / Fund Balance$3,116,905$3,503,501▲ $386,596

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$682,170$442,095$1,124,265
Buildings$662,684$366,874$1,029,558
Equipment$124,455$487,545$612,000
Land$30,314-$30,314
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Krista GeerExecutive Di$98,450$18,350$116,800

Board Members and Trustees

NameTitle
Ron ReyerPresident
Bob FranklinBoard Member
Bobbi Jo DecrapioBoard Member
Brian BairBoard Member
Chuck BishBoard Member
Jim PattersonBoard Member
John AmatoBoard Member
Linda PetersBoard Member
Lon WilsonBoard Member
Robert MoyersBoard Member
Shirley MinnisSecretary
Royce ReichelTreasurer
Bob MuthVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Frontier General ContractorRenovations2006 HAYBARBER AVENUE, Erie, PA 16502$567,393
Nutrition INCDelivered Meals580 WENDEL RD SUITE 100, Irwin, PA 15642$494,051
Guardian Home And Community ServicesPersonal Care8796 RT 219, Brockway, PA 15824$313,972
Helpmates INCIn Home P. Care250 WEST MAIN STREET, Ridgeway, PA 15853$213,661
Active Aging FoundationRent10034 PARK AVENUE, Meadville, PA 16335$138,000
Revenue and Support

Revenue Composition

Contributions and Grants
$4,416,345
Program Service Revenue
$124,280
Investment Income
$3,293
Other Revenue
$45,216
All Other Contributions
$8,912
Change in Net Assets
$310,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,589,134
Revenue Not Reported on Form 990
$523,037
Total Revenue per Audited Statements
$5,112,171
Total Revenue per Form 990
$4,589,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,746,205
Salaries, Compensation, and Employee Benefits$1,532,744
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,348,049$68,827-$1,416,876
Fees for Services Other$1,409,133--$1,409,133
Occupancy$219,349$28,784-$248,133
Office Expenses$229,218$7,653-$236,871
Current Officers, Directors, Trustees, and Key Employees$40,554$75,314-$115,868
Depreciation Depletion$104,602$7,873-$112,475
Travel$73,859$8,586-$82,445
Advertising$73,682--$73,682
Other Expenses$19,839$21,460-$21,460
All Other Expenses$10,934$1,221-$12,155
Fees for Services Accounting$11,537--$11,537
Fees for Services Legal$5,034--$5,034
Total Functional Expenses$3,590,735$688,214$0$4,278,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,835,478
Expenses per Audited Statements$4,278,949
Total Expenses per Form 990$4,278,949
Expenses Not Reported on Form 990$556,529
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,216
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundrai$45,216$45,216-$45,216
Total Events$45,216$45,216-$45,216
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

A draft of the 990 is presented to the board by the finance director and reviewed. After any issues have been resolved the board votes to accept the 990.

Form 990, Page 6, Part VI, Line 12C

Board members must complete a conflict of interest statement each year and are required to inform the board of any conflicts that my arise during the year.

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

The board reviews the performance of the executive director annually and votes on changes. Personnel committee reviews employee evaluations by executive staff.

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

Officers are not compensated. The ceo and president of the board compare wage to wage scales provided by the pa department of aging.

Form 990, Page 6, Part VI, Line 19

The public may call or write to request copies of information made available for their review. The organization holds public meetings where they are available for review.

Filing and Contact Details

Filer

Filer Name
Active Aging Inc
EIN
25-1500945
Phone
8143361792
Address
1034 PARK AVENUE, MEADVILLE, PA 16335

Signing Officer

Name
Krista Geer
Title
Executive Director
Phone
8143361792
Signed
2020-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Krista Geer
Formed
1985
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
53
Volunteers
249

Preparer

Firm
Zelenkofske Axelrod LLC
Address
210 TOLLGATE HILL ROAD, GREENSBURG, PA 15601
Preparer
Jared C Ewing
Phone
7248342151
Supplemental Narrative

Additional Explanations

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

Other services include assessments, nursing services, emergency response services, etc.

Form 990, Part IX, Line 11G

Contracted services 1,409,133 0 0

Form 990, Part XI, Line 9

Acquisition of property and equip expense for gaap purpose 556,529 disposal of property and equipment for gaap purpose -33,492 acquisition of property and equip expense for gaap purpose -556,529 total -33,492

Financial Statement Notes

Schedule D, Page 3, Part X

Active aging inc. Is exempt from federal income taxes under section 501(c) (3) of the internal revenue code and applicable state law. The agency is not classified as a private foundation. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the agency may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the agency and various positions related to the potential sources of unrelated business taxable income (ubit). Tax benefits would be recognized in the financial statements from such a position and be measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. Management asserts there were no unrecognized tax benefits identified or recorded as liabilities for the years ended june 30, 2019 and 2018. The agency files form 990 in the u.s. Federal jurisdiction. The organization is generally no longer subject to examination by the internal revenue service for fiscal years ending before june 30, 2014.

Schedule D, Page 4, Part XI, Line 2D

Acquisition of property and equip expense for gaap purpose 556,529 disposal of property and equipment for gaap purpose -33,492

Schedule D, Page 4, Part XII, Line 2D

Acquisition of property and equip expense for gaap purpose 556,529

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IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
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IRS990/MissionDesc0TO SERVE AS THE DESIGNATED AREA AGENCY ON AGING FOR CRAWFORD COUNTY, PA. TO DEVELOP, IMPLEMENT AND MAINTAIN A COMPREHENSIVE AND SUPPORTIVE HUMAN SERVICES SYSTEM FOR PERSONS AGED 60 AND OLDER IN CRAWFORD COUNTY, PA.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt028784
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IRS990/OtherExpensesGrp/Desc0PERSONNEL COSTS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt144945
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IRS990/PrincipalOfficerNm0KRISTA GEER
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IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
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IRS990/ProgSrvcAccomActy2Grp/Desc0HOME DELIVERED MEALS - NUTRITIOUS MEALS ARE DELIVERED TO ELIGIBLE PERSONS ON A WEEKLY BASIS IF THEY ARE UNABLE TO PREPARE THEIR DAILY MEAL. SERVED 95,098 MEALS TO 595 CLIENTS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt062971
IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR COMMUNITY CENTER SERVICES - REPRESENTS THE COST OF OPERATING CENTERS FOR THE ELDERLY FOR SOCIAL ACTIVITIES. THERE ARE FOUR CENTERS AND AN ADDITIONAL TWO SATELLITE CENTERS. SERVED 33,431 UNITS OF SERVICE TO 743 UNDUPLICATED PARTICIPANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0538648
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER SERVICES INCLUDE ASSESSMENTS, NURSING SERVICES, EMERGENCY RESPONSE SERVICES, ETC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01921507
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt061309
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACTIVE AGING INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE AGENCY IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE AGENCY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE AGENCY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). TAX BENEFITS WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION AND BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MANAGEMENT ASSERTS THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED JUNE 30, 2019 AND 2018. THE AGENCY FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDING BEFORE JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACQUISITION OF PROPERTY AND EQUIP EXPENSE FOR GAAP PURPOSE 556,529 DISPOSAL OF PROPERTY AND EQUIPMENT FOR GAAP PURPOSE -33,492
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ACQUISITION OF PROPERTY AND EQUIP EXPENSE FOR GAAP PURPOSE 556,529
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01499623

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