Civic Intelligence

American House Gerontology Research & Outreach Foundation

990 • Fiscal year 2023 • EIN 26-1349443

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

777 Woodward Heights BlvdHazel Park, MI 48030

(248) 540-4555

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-60%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-21%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$114,167

Down $30,943 (-21%) from 2022

Net Assets

Down

$114,167

Down $30,943 (-21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$51,267

Down $15,249 (-23%) from 2022

Expenses

Up

$82,210

Up $33,981 (+70%) from 2022

Net Income

Down

-$30,943

Down $49,230 (-269%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $29,554Liabilities 2010: $0Net Assets 2010: $29,5542010Assets 2011: $37,448Liabilities 2011: $0Net Assets 2011: $37,4482011Assets 2013: $18,007Net Assets 2013: $18,0072013Assets 2014: $48,884Net Assets 2014: $48,8842014Assets 2015: $42,365Liabilities 2015: $0Net Assets 2015: $42,3652015Assets 2016: $60,830Liabilities 2016: $0Net Assets 2016: $60,8302016Assets 2017: $86,913Liabilities 2017: $0Net Assets 2017: $86,9132017Assets 2018: $44,672Liabilities 2018: $2,124Net Assets 2018: $42,5482018Assets 2019: $174,205Liabilities 2019: $2,261Net Assets 2019: $171,9442019Assets 2020: $149,344Liabilities 2020: $5,342Net Assets 2020: $144,0022020Assets 2021: $126,823Liabilities 2021: $0Net Assets 2021: $126,8232021Assets 2022: $145,110Liabilities 2022: $0Net Assets 2022: $145,1102022Assets 2023: $114,167Liabilities 2023: $0Net Assets 2023: $114,1672023Assets 2024: $126,803Liabilities 2024: $0Net Assets 2024: $126,8032024

Highlighted filing

2023

Assets$114,167
Liabilities$0
Net Assets$114,167

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $113,267Expenses 2010: $92,784Net Income 2010: $20,4832010Revenue 2011: $145,399Expenses 2011: $137,505Net Income 2011: $7,8942011Revenue 2013: $118,700Expenses 2013: $141,876Net Income 2013: -$23,1762013Revenue 2014: $186,304Expenses 2014: $155,427Net Income 2014: $30,8772014Revenue 2015: $170,175Expenses 2015: $176,693Net Income 2015: -$6,5182015Revenue 2016: $229,481Expenses 2016: $211,016Net Income 2016: $18,4652016Revenue 2017: $269,417Expenses 2017: $243,334Net Income 2017: $26,0832017Revenue 2018: $198,821Expenses 2018: $243,186Net Income 2018: -$44,3652018Revenue 2019: $351,072Expenses 2019: $221,676Net Income 2019: $129,3962019Revenue 2020: $177,206Expenses 2020: $205,148Net Income 2020: -$27,9422020Revenue 2021: $92,427Expenses 2021: $109,606Net Income 2021: -$17,1792021Revenue 2022: $66,516Expenses 2022: $48,229Net Income 2022: $18,2872022Revenue 2023: $51,267Expenses 2023: $82,210Net Income 2023: -$30,9432023Revenue 2024: $59,818Expenses 2024: $47,182Net Income 2024: $12,6362024

Highlighted filing

2023

Revenue$51,267
Expenses$82,210
Net Income-$30,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$94,326
Mission and Program Overview

Mission

The mission of the american house gerontology research foundation is to improve the quality of life for older adults in michigan, and communities in which american house living facilities are located. By investing in outreach and research, we provide immediate resource for identfied individuals in need today while working to correct health and aging disparities for tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,532$65,945▼ $29,587
Investments in Publicly Traded Securities$49,223$48,222▼ $1,001
Total Assets$145,110$114,167▼ $30,943
Other Assets Total$355--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$145,110$114,167▼ $30,943
Total Net Assets Fund Balance$145,110$114,167▼ $30,943
Total Liabilities and Net Assets / Fund Balance$145,110$114,167▼ $30,943
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$41,928
Program Service Revenue
$0
Investment Income
$1,996
Other Revenue
$7,343
Change in Net Assets
$-30,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,137
Other Expenses$26,073
Total Fundraising Expense$470
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,137--$56,137
Fees for Services Accounting-$1,250-$1,250
Fees for Services Other-$760-$760
Other Expenses$202$1,186$470$672
Fees for Service Investment Mgmnt Fees-$476-$476
Total Functional Expenses$78,068$3,672$470$82,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wayne State UniversityDetroit, MI-Research$16,043
Various OrganizationsDetroit, MI-Senior Holiday Assis$9,744
Valley Area AgencyFlint, MI-Assistance for Elder$9,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,176
Fundraising Direct Expenses$20,833
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celebration of$28,176$28,176$20,833$7,343
Total Events$28,176$28,176$20,833$7,343
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-AccountantAccounting/taxprepNo$1,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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

Draft tax return is reviewed by executive director and treasurer.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Baldwin Society Supporting Older
EIN
26-1349443
Phone
2485404555
Address
777 WOODWARD HEIGHTS BLVD, HAZEL PARK, MI 48030

Signing Officer

Name
Tina Marzolf
Title
President
Phone
2489332069
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert W Gillette
Formed
2007
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
35

Preparer

Firm
Dba Schreiber Advisors
Address
6905 TELEGRAPH RD SUITE 300, BLOOMFIELD HILLS, MI 48301
Preparer
Karon L Bohlender CPA
Phone
2486897550
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the american house gerontology research foundation is to improve the quality of life for older adults in michigan, and communities in which american house living facilities are located. By investing in outreach and research, we provide immediate resource for identfied individuals in need today while working to correct health and aging disparities for tomorrow.

Form 990, Page 1, Part I, Line 6

Volunteers assist with the annual fundraising event by assisting with event set-up, check-in, check-out and tear down on the day of the event. In addition volunteers also assist with the hope for the holiday project by filling and delivery of care packages to seniors at december holidays.

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

Supporting other organizations that strive to improve the quality of life

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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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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0FOOD, CLOTHING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE FOR ELDER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SENIOR HOLIDAY ASSIS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VALLEY AREA AGENCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1VARIOUS ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WAYNE STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0382121108
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0225 E 5TH ST 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1VARIOUS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25700 CASS AVE STE 4602
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FLINT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DETROIT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DETROIT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148214
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd248202
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0PAID CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECEIVES APPLICATIONS FROM PARTNER NON-PROFIT ORGANIZATIONS FOR REQUESTS FOR DISBURSEMENTS FROM THE GRANT FOR NAMED INDIVIUDALS FOR SPECIFIC NEEDS. ONCE THE APPLICATION IS APPROVED THE FUNDS ARE DISBURSED. REPORTS ARE THEN RECEIVED FROM EACH PARTNER NON-PROFIT ORGANIZATION SHOWING ALL DISBURSEMENTS FOR THE RELATED TIME PERIOD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SCHREIBER ADVISOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ACCOUNTANT
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01250
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING/TAXPREP
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCHREIBER ADVISORS PROVIDES ACCOUNTING AND TAX SERVICES FOR BALDWIN SOCIETY SUPPORTING OLDER ADULTS
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE AMERICAN HOUSE GERONTOLOGY RESEARCH FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR OLDER ADULTS IN MICHIGAN, AND COMMUNITIES IN WHICH AMERICAN HOUSE LIVING FACILITIES ARE LOCATED. BY INVESTING IN OUTREACH AND RESEARCH, WE PROVIDE IMMEDIATE RESOURCE FOR IDENTFIED INDIVIDUALS IN NEED TODAY WHILE WORKING TO CORRECT HEALTH AND AGING DISPARITIES FOR TOMORROW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ASSIST WITH THE ANNUAL FUNDRAISING EVENT BY ASSISTING WITH EVENT SET-UP, CHECK-IN, CHECK-OUT AND TEAR DOWN ON THE DAY OF THE EVENT. IN ADDITION VOLUNTEERS ALSO ASSIST WITH THE HOPE FOR THE HOLIDAY PROJECT BY FILLING AND DELIVERY OF CARE PACKAGES TO SENIORS AT DECEMBER HOLIDAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORTING OTHER ORGANIZATIONS THAT STRIVE TO IMPROVE THE QUALITY OF LIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DRAFT TAX RETURN IS REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0145110
IRS990/TotalAssetsEOYAmt0114167
IRS990/TotalAssetsGrp/BOYAmt0145110
IRS990/TotalAssetsGrp/EOYAmt0114167
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt041928
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0470
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078068
IRS990/TotalFunctionalExpensesGrp/TotalAmt082210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0145110
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0114167
IRS990/TotalProgramServiceExpensesAmt078068
IRS990/TotalRevenueGrp/ExclusionAmt02521
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051267
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0145110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0114167
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 WOODDALE ROAD
IRS990/USAddress/CityNm0BLOOMFIELD HILLS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048301
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0BALDWINSOCIETY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA MARZOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02489332069
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALDWIN SOCIETY SUPPORTING OLDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ADULTS
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0261349443
ReturnHeader/Filer/PhoneNum02485404555
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 WOODWARD HEIGHTS BLVD
ReturnHeader/Filer/USAddress/CityNm0HAZEL PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461282767
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DBA SCHREIBER ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06905 TELEGRAPH RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048301
ReturnHeader/PreparerPersonGrp/PhoneNum02486897550
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARON L BOHLENDER CPA
ReturnHeader/ReturnTs02024-11-14T15:22:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.60$0.47$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.51$0.82$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.67$0.48$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.92$1.10$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.05$1.44$1.77$2.05$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.02$1.72$3.51$2.22$1.29
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$1.99$2.43$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.69$2.43$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.29$2.11$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.70$1.77$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.86$1.55$0.31
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.19$1.42$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$1.45$1.38$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.13$0.93$0.20