Civic Intelligence

Palm Beach County Partnership for Aging - New Inc.

990 • Fiscal year 2021 • EIN 27-2611338

Jan 01, 2021 to Dec 31, 2021 • Filed on May 19, 2022

PO Box 542575Greenacres, FL 33454-2575

(561) 207-7654

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

28th percentile

-5.4%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-5.9%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-4.2%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$13,784

Down $859 (-5.9%) from 2020

Net Assets

Down

$13,784

Down $859 (-5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$15,952

Down $702 (-4.2%) from 2020

Expenses

Up

$16,811

Up $2,507 (+18%) from 2020

Net Income

Down

-$859

Down $3,209 (-137%) from 2020

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2010: $14,069Liabilities 2010: $0Net Assets 2010: $14,0692010Assets 2011: $16,592Liabilities 2011: $0Net Assets 2011: $16,5922011Assets 2012: $14,139Liabilities 2012: $0Net Assets 2012: $14,1392012Assets 2013: $15,657Liabilities 2013: $0Net Assets 2013: $15,6572013Assets 2014: $16,233Liabilities 2014: $0Net Assets 2014: $16,2332014Assets 2015: $19,327Liabilities 2015: $0Net Assets 2015: $19,3272015Assets 2016: $15,389Liabilities 2016: $0Net Assets 2016: $15,3892016Assets 2017: $14,066Liabilities 2017: $0Net Assets 2017: $14,0662017Assets 2018: $12,233Liabilities 2018: $1,659Net Assets 2018: $10,5742018Assets 2019: $12,293Liabilities 2019: $0Net Assets 2019: $12,2932019Assets 2020: $14,643Liabilities 2020: $0Net Assets 2020: $14,6432020Assets 2021: $13,784Liabilities 2021: $0Net Assets 2021: $13,7842021Assets 2022: $12,072Liabilities 2022: $0Net Assets 2022: $12,0722022Assets 2023: $8,927Liabilities 2023: $0Net Assets 2023: $8,9272023Assets 2024: $12,280Liabilities 2024: $0Net Assets 2024: $12,2802024

Highlighted filing

2021

Assets$13,784
Liabilities$0
Net Assets$13,784

Operations Trend

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

$20K$10K$0-$10KExpenses 2010: $6,8502010Expenses 2011: $6,6472011Expenses 2012: $5,0492012Revenue 2013: $5,600Expenses 2013: $4,082Net Income 2013: $1,5182013Revenue 2014: $9,303Expenses 2014: $8,727Net Income 2014: $5762014Revenue 2015: $10,591Expenses 2015: $7,497Net Income 2015: $3,0942015Revenue 2016: $10,607Expenses 2016: $14,545Net Income 2016: -$3,9382016Revenue 2017: $12,334Expenses 2017: $13,657Net Income 2017: -$1,3232017Revenue 2018: $10,581Expenses 2018: $14,073Net Income 2018: -$3,4922018Revenue 2019: $17,070Expenses 2019: $15,351Net Income 2019: $1,7192019Revenue 2020: $16,654Expenses 2020: $14,304Net Income 2020: $2,3502020Revenue 2021: $15,952Expenses 2021: $16,811Net Income 2021: -$8592021Revenue 2022: $13,427Expenses 2022: $15,139Net Income 2022: -$1,7122022Revenue 2023: $12,420Expenses 2023: $11,285Net Income 2023: $1,1352023Revenue 2024: $13,914Expenses 2024: $10,561Net Income 2024: $3,3532024

Highlighted filing

2021

Revenue$15,952
Expenses$16,811
Net Income-$859
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 19, 2022
Return Version
2021v4.0
Gross Receipts
$15,952
Mission and Program Overview

Mission

The palm beach county partnership for aging mission is to be the proactive voice of consensus to mobilize local leadership and community resources to ensure the optimum quality of life for our aging population. The organizations purpose is to function as a common meeting ground for community members, professionals and others interested in the field of aging in order to: provide a forum to promote networking foster the development of new and creative ideas which will enhance the delivery and coordination of services to the elderly advocate on issues affecting older persons provide information and education on issues concerning older adults promote the independence, dignity, health and well being of older persons these goals are achieved through educational forums, seminars, and conferences which inform the public, and other professionals in the field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,643$13,784▼ $859
Total Assets$14,643$13,784▼ $859
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,643$13,784▼ $859
Total Net Assets Fund Balance$14,643$13,784▼ $859
Total Liabilities and Net Assets / Fund Balance$14,643$13,784▼ $859
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol HirschBoard Chair
Jodi GlacerBoard Chair
Pamela WeinerBoard Chair
Shayne SilverBoard Chair
Kelly WilsonPresident
Amy DowMember at La
Becky DieterMember at La
Donna RootMember at La
Emily SegalMember at La
Diane BruceSecretary
Tina SegalTreasurer
Keith GibsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$15,952
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5
Change in Net Assets
$-859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,811
Grants and Similar Amounts Paid$7,000
Total Fundraising Expense$166
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,000--$7,000
Office Expenses$1,178$146-$1,324
Insurance$534$94-$628
Fees for Services Accounting$312$313-$625
Other Expenses$459$151$24$483
All Other Expenses$242$43-$285
Total Functional Expenses$15,473$1,172$166$16,811
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various 5000---$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

Treasurer and other key officers review and approve the 990.

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

The board reviews any conflicts of interest annually.

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

Currently no board members or officers are compensated. There are no paid employees. Any change in that policy would be subject to the approval of the board.

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

Currently no officers or board members are compensated. There are no paid employees. Any change in that policy would be subject to the approval of the board.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Palm Beach County Partnership for
EIN
27-2611338
Phone
5612077654
Address
PO BOX 542575, GREENACRES, FL 33454-2575

Signing Officer

Name
Tina Segal
Title
Treasurer
Phone
5612077654
Signed
2022-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Wilson
Formed
2010
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Michael C Becker & Co Cpas
Address
400 COLUMBIA DRIVE SUITE 101, WEST PALM BEACH, FL 33409-1948
Preparer
Michael C Becker
Phone
5616894093
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The palm beach county partnership for aging mission is to be the proactive voice of consensus to mobilize local leadership and community resources to ensure the optimum quality of life for our aging population. The organizations purpose is to function as a common meeting ground for community members, professionals and others interested in the field of aging in order to: provide a forum to promote networking foster the development of new and creative ideas which will enhance the delivery and coordination of services to the elderly advocate on issues affecting older persons provide information and education on issues concerning older adults promote the independence, dignity, health and well being of older persons these goals are achieved through educational forums, seminars, and conferences which inform the public, and other professionals in the field.

Form 990, Page 1, Part I, Line 6

Volunteers assist in member meetings and organizational events.

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

The palm beach county partnership for aging mission is to be the proactive voice of consensus to mobilize local leadership and community resources to ensure the optimum quality of life for our aging population. The organizations purpose is to function as a common meeting ground for community members, professionals and others interested in the field of aging in order to: provide a forum to promote networking foster the development of new and creative ideas which will enhance the delivery and coordination of services to the elderly advocate on issues affecting older persons provide information and education on issues concerning older adults promote the independence, dignity, health and well being of older persons these goals are achieved through educational forums, seminars, and conferences which inform the public, and other professionals in the field.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PALM BEACH COUNTY PARTNERSHIP FOR AGING MISSION IS TO BE THE PROACTIVE VOICE OF CONSENSUS TO MOBILIZE LOCAL LEADERSHIP AND COMMUNITY RESOURCES TO ENSURE THE OPTIMUM QUALITY OF LIFE FOR OUR AGING POPULATION. THE ORGANIZATIONS PURPOSE IS TO FUNCTION AS A COMMON MEETING GROUND FOR COMMUNITY MEMBERS, PROFESSIONALS AND OTHERS INTERESTED IN THE FIELD OF AGING IN ORDER TO: PROVIDE A FORUM TO PROMOTE NETWORKING FOSTER THE DEVELOPMENT OF NEW AND CREATIVE IDEAS WHICH WILL ENHANCE THE DELIVERY AND COORDINATION OF SERVICES TO THE ELDERLY ADVOCATE ON ISSUES AFFECTING OLDER PERSONS PROVIDE INFORMATION AND EDUCATION ON ISSUES CONCERNING OLDER ADULTS PROMOTE THE INDEPENDENCE, DIGNITY, HEALTH AND WELL BEING OF OLDER PERSONS THESE GOALS ARE ACHIEVED THROUGH EDUCATIONAL FORUMS, SEMINARS, AND CONFERENCES WHICH INFORM THE PUBLIC, AND OTHER PROFESSIONALS IN THE FIELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ASSIST IN MEMBER MEETINGS AND ORGANIZATIONAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PALM BEACH COUNTY PARTNERSHIP FOR AGING MISSION IS TO BE THE PROACTIVE VOICE OF CONSENSUS TO MOBILIZE LOCAL LEADERSHIP AND COMMUNITY RESOURCES TO ENSURE THE OPTIMUM QUALITY OF LIFE FOR OUR AGING POPULATION. THE ORGANIZATIONS PURPOSE IS TO FUNCTION AS A COMMON MEETING GROUND FOR COMMUNITY MEMBERS, PROFESSIONALS AND OTHERS INTERESTED IN THE FIELD OF AGING IN ORDER TO: PROVIDE A FORUM TO PROMOTE NETWORKING FOSTER THE DEVELOPMENT OF NEW AND CREATIVE IDEAS WHICH WILL ENHANCE THE DELIVERY AND COORDINATION OF SERVICES TO THE ELDERLY ADVOCATE ON ISSUES AFFECTING OLDER PERSONS PROVIDE INFORMATION AND EDUCATION ON ISSUES CONCERNING OLDER ADULTS PROMOTE THE INDEPENDENCE, DIGNITY, HEALTH AND WELL BEING OF OLDER PERSONS THESE GOALS ARE ACHIEVED THROUGH EDUCATIONAL FORUMS, SEMINARS, AND CONFERENCES WHICH INFORM THE PUBLIC, AND OTHER PROFESSIONALS IN THE FIELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TREASURER AND OTHER KEY OFFICERS REVIEW AND APPROVE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS ANY CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CURRENTLY NO BOARD MEMBERS OR OFFICERS ARE COMPENSATED. THERE ARE NO PAID EMPLOYEES. ANY CHANGE IN THAT POLICY WOULD BE SUBJECT TO THE APPROVAL OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CURRENTLY NO OFFICERS OR BOARD MEMBERS ARE COMPENSATED. THERE ARE NO PAID EMPLOYEES. ANY CHANGE IN THAT POLICY WOULD BE SUBJECT TO THE APPROVAL OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON 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 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA SEGAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05612077654
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM BEACH COUNTY PARTNERSHIP FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AGING INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM
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ReturnHeader/Filer/PhoneNum05612077654
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C BECKER & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 COLUMBIA DRIVE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334091948
ReturnHeader/PreparerPersonGrp/PhoneNum05616894093
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C BECKER
ReturnHeader/ReturnTs02022-05-20T11:10:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEGAL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$13.9$10.6$3.35
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$12.4$11.3$1.14
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$13.4$15.1$1.71
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$16.0$16.8$0.86
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$16.7$14.3$2.35
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$17.1$15.4$1.72
2018Detailed filing. Detailed filing data is available for this year.$12.2$1.66$10.6$10.6$14.1$3.49
2017Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$12.3$13.7$1.32
2016Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$10.6$14.5$3.94
2015Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$10.6$7.50$3.09
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$9.30$8.73$0.58
2013Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$5.60$4.08$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.00$14.1$5.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.00$16.6$6.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.00$14.1$6.85