Civic Intelligence

Association for Gerontology Education in Social Work Inc.

990EZ • Fiscal year 2014 • EIN 27-2249954

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profilewww.agesw.org
P O Box 198136Nashville, TN 37219

(615) 298-8165

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

5.9%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,880

Down $20,480 (-65%) from 2013

Net Assets

Down

$10,880

Down $20,480 (-65%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$83,764

Up $4,690 (+5.9%) from 2013

Expenses

Up

$104,244

Up $36,412 (+54%) from 2013

Net Income

Down

-$20,480

Down $31,722 (-282%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$100K$50K$0Assets 2010: $38,557Net Assets 2010: $38,5572010Assets 2011: $28,322Net Assets 2011: $28,3222011Assets 2012: $20,118Net Assets 2012: $20,1182012Assets 2013: $31,360Net Assets 2013: $31,3602013Assets 2014: $10,880Net Assets 2014: $10,8802014Assets 2015: $22,749Net Assets 2015: $22,7492015Assets 2016: $16,928Net Assets 2016: $16,9282016Assets 2017: $38,935Net Assets 2017: $38,9352017Assets 2019: $32,948Net Assets 2019: $32,9482019Assets 2020: $71,452Net Assets 2020: $71,4522020Assets 2021: $85,853Net Assets 2021: $85,8532021Assets 2022: $69,539Net Assets 2022: $69,5392022Assets 2023: $47,462Net Assets 2023: $47,4622023Assets 2024: $47,705Net Assets 2024: $47,7052024

Highlighted filing

2014

Assets$10,880
Liabilities-
Net Assets$10,880
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $60,388Expenses 2010: $44,726Net Income 2010: $15,6622010Revenue 2011: $55,605Expenses 2011: $65,840Net Income 2011: -$10,2352011Revenue 2012: $59,509Expenses 2012: $67,713Net Income 2012: -$8,2042012Revenue 2013: $79,074Expenses 2013: $67,832Net Income 2013: $11,2422013Revenue 2014: $83,764Expenses 2014: $104,244Net Income 2014: -$20,4802014Revenue 2015: $92,745Expenses 2015: $80,876Net Income 2015: $11,8692015Revenue 2016: $67,790Expenses 2016: $73,611Net Income 2016: -$5,8212016Revenue 2017: $61,669Expenses 2017: $39,662Net Income 2017: $22,0072017Revenue 2019: $64,698Expenses 2019: $62,570Net Income 2019: $2,1282019Revenue 2020: $63,394Expenses 2020: $24,890Net Income 2020: $38,5042020Revenue 2021: $64,566Expenses 2021: $50,165Net Income 2021: $14,4012021Revenue 2022: $70,098Expenses 2022: $86,412Net Income 2022: -$16,3142022Revenue 2023: $67,552Expenses 2023: $88,700Net Income 2023: -$21,1482023Revenue 2024: $76,917Expenses 2024: $76,674Net Income 2024: $2432024

Highlighted filing

2014

Revenue$83,764
Expenses$104,244
Net Income-$20,480
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$83,764
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide education and leadership in gerontological social work, research and policy.

Program Services

DescriptionGrantsExpenses
The organization provides leadership and conducts educational programs in gerontological social work, research and policy.$37,625-
The Association publishes a Journal of Gerontological Social Work containing articles on social work practice, theory and administration in the field of aging.$30,254-
The Association provides pre-dissertation stipends to selected doctoral students in the field of gerontological social work. Twelve stipends in the amount of $1,500 were awarded during 2014.$18,000$18,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy SchroepferPresident-$0--
Sherry CummingsPast Pres & Director-$0--
Teri Knutson KennedyVice President-$0--
Deborah WaldropPast VP & Director-$0--
Jean Correll MunnSecretary-$0--
Karen BullockTreasurer-$0--
Joyce McDanielExecutive Director-$0--
Scott AnstadtDirector-$0--
Robin BonifasDirector-$0--
Jennifer GreenfieldDirector-$0--
Amanda Toler WoodwardDirector-$0--
Brandi FelderhoffStudent Rep-$0--
Helen Lin JiangStudent Rep-$0--
Filing and Contact Details

Filer

Filer Name
Association for Gerontology Education
EIN
27-2249954
Phone
6152988165
Address
P O Box 198136, Nashville, TN 37219

Signing Officer

Name
Joyce McDaniel
Title
Executive Director
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Gracia E Bobbitt PC
Address
300 N Forest Park Blvd 102, Knoxville, TN 37919-5263
Preparer
Gracia E Bobbitt
Phone
8655849543
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: 12 Individual Recipients @ $1500 | Cash Amount Given: $18000”

Other Expenses.1002

“Office Expenses $1799”

Other Expenses.1003

“Information Technology $444”

Other Expenses.1005

“Travel $3901”

Other Expenses.1007

“Conferences, Conventions, and Meetings $27481”

Other Expenses.1

“Journal Expenses $30254”

Raw XML Appendix183 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Schroepfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sherry Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Teri Knutson Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Deborah Waldrop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jean Correll Munn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Bullock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joyce McDaniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Scott Anstadt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Robin Bonifas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jennifer Greenfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Amanda Toler Woodward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Brandi Felderhoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Helen Lin Jiang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past Pres & Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past VP & Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Student Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Student Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to provide education and leadership in gerontological social work, research and policy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Association publishes a Journal of Gerontological Social Work containing articles on social work practice, theory and administration in the field of aging.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Association provides pre-dissertation stipends to selected doctoral students in the field of gerontological social work. Twelve stipends in the amount of $1,500 were awarded during 2014.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization provides leadership and conducts educational programs in gerontological social work, research and policy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030254
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt237625
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104244
IRS990EZ/TotalProgramServiceExpensesAmt085879
IRS990EZ/TotalRevenueAmt083764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.agesw.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt083764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0338340
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0338340
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt083764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079074
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060388
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0338340
IRS990ScheduleA/TotalSupportAmt0338340
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: 12 Individual Recipients @ $1500 | Cash Amount Given: $18000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $3901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $27481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Journal Expenses $30254
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce McDaniel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Association for Gerontology Education
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0in Social Work
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0272249954
ReturnHeader/Filer/PhoneNum06152988165
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 198136
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gracia E Bobbitt PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 N Forest Park Blvd 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Knoxville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0379195263
ReturnHeader/PreparerPersonGrp/PhoneNum08655849543
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gracia E Bobbitt
ReturnHeader/ReturnTs02015-11-11T12:06:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,880
Liabilities
-
Net assets
$10,880
Revenue
$83,764
Expenses
$104,244
Net income
-$20,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.48$0.77$0.77$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.68$0.89$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.70$0.86$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.86$0.65$0.50$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.63$0.25$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.65$0.63$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$0.62$0.40$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$0.68$0.74$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.93$0.81$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.84$1.04$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.79$0.68$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.20$0.60$0.68$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.56$0.66$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$0.60$0.45$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits