Civic Intelligence

Council for Older Adults

990T • Fiscal year 2023 • EIN 31-1354284

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 01, 2024

Organization Profilewww.mysourcepoint.org

View Organization Page

800 Cheshire RoadDelaware, OH 43015

(740) 363-6677

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2013: $4,872,112Liabilities 2013: $359,011Net Assets 2013: $4,513,1012013Assets 2015: $8,897,005Liabilities 2015: $471,769Net Assets 2015: $8,425,2362015Assets 2016: $9,991,272Liabilities 2016: $669,102Net Assets 2016: $9,322,1702016Assets 2017: $10,456,332Liabilities 2017: $651,502Net Assets 2017: $9,804,8302017Assets 2018: $10,377,397Liabilities 2018: $648,969Net Assets 2018: $9,728,4282018Assets 2019: $11,286,955Liabilities 2019: $839,334Net Assets 2019: $10,447,6212019Assets 2020: $13,498,757Liabilities 2020: $598,557Net Assets 2020: $12,900,2002020Assets 2021: $16,678,787Liabilities 2021: $1,092,408Net Assets 2021: $15,586,3792021Assets 2022: $15,627,668Liabilities 2022: $961,359Net Assets 2022: $14,666,3092022Assets 2023: $16,293,567Liabilities 2023: $1,100,707Net Assets 2023: $15,192,8602023Assets 2024: $17,615,709Liabilities 2024: $1,040,149Net Assets 2024: $16,575,5602024

Latest loaded filing

2024

Assets$17,615,709
Liabilities$1,040,149
Net Assets$16,575,560
Open 2024 Filing

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $6,780,986Expenses 2013: $6,376,168Net Income 2013: $404,8182013Revenue 2015: $9,235,205Expenses 2015: $7,739,410Net Income 2015: $1,495,7952015Revenue 2016: $9,641,803Expenses 2016: $8,711,386Net Income 2016: $930,4172016Revenue 2017: $10,033,176Expenses 2017: $9,631,438Net Income 2017: $401,7382017Revenue 2018: $10,454,234Expenses 2018: $10,340,738Net Income 2018: $113,4962018Revenue 2019: $11,417,092Expenses 2019: $11,151,883Net Income 2019: $265,2092019Revenue 2020: $12,738,099Expenses 2020: $10,632,403Net Income 2020: $2,105,6962020Revenue 2021: $12,064,501Expenses 2021: $11,250,933Net Income 2021: $813,5682021Revenue 2022: $12,383,634Expenses 2022: $12,435,768Net Income 2022: -$52,1342022Revenue 2023: $13,369,684Expenses 2023: $13,305,456Net Income 2023: $64,2282023Revenue 2024: $15,212,205Expenses 2024: $14,153,033Net Income 2024: $1,059,1722024

Latest loaded filing

2024

Revenue$15,212,205
Expenses$14,153,033
Net Income$1,059,172
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 1, 2024
Return Version
2023v7.0
Mission and Program Overview

Mission

The mission of sourcepoint is to help our community set a course to live well after 55.

Filing and Contact Details

Filer

Filer Name
SourcePoint
EIN
31-1354284
In Care Of
% BRITTANY MAUFORT
Phone
7403636677
Address
800 Cheshire Road, Delaware, OH 43015

Signing Officer

Name
Gretchen Roberts
Title
CFO
Phone
7402032353
Signed
2024-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Hw&co
Address
28601 Chagrin Blvd 210, Woodmere, OH 44122
Preparer
David M Reape CPA
Phone
2168311200
Raw XML Appendix74 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.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt01558
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRITTANY MAUFORT
IRS990T/BooksInCareOfDetail/PhoneNum07403636677
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 CHESHIRE ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Delaware
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd043015
IRS990T/BookValueAssetsEOYAmt016293567
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01051
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt032031
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0511120
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/AdvertisedPeriodicalNameTxt0COUNCIL COMMUNICATOR
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/AdvertisingGainLossAmt05256
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/DirectAdvertisingCostAmt044195
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/GrossAdvertisingIncomeAmt049451
IRS990TScheduleA/NetAdvertisingIncomeAmt05256
IRS990TScheduleA/NetOperatingLossDeductionAmt04205
IRS990TScheduleA/PrincipalBusinessActivityCd0511120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDirectAdvertisingCostAmt044195
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt049451
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05256
IRS990TScheduleA/TotUnrltTrdBusIncmAmt049451
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt044195
IRS990TScheduleA/TradeOrBusinessDesc0Advertising
IRS990TScheduleA/UBIBeforeNOLDedAmt05256
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01051
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01051
IRS990T/TotalUBTIComputedAmt01051
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gretchen Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07402032353
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SourcePoint
ReturnHeader/Filer/BusinessNameControlTxt0SOUR
ReturnHeader/Filer/EIN0311354284
ReturnHeader/Filer/InCareOfNm0% BRITTANY MAUFORT
ReturnHeader/Filer/PhoneNum07403636677
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Cheshire Road
ReturnHeader/Filer/USAddress/CityNm0Delaware
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341663157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HW&CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028601 Chagrin Blvd 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodmere
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02168311200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Reape CPA
ReturnHeader/ReturnTs02024-11-15T17:30:54-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$1.04$16.6$15.2$14.2$1.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$1.10$15.2$13.4$13.3$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.96$14.7$12.4$12.4$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.09$15.6$12.1$11.3$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.60$12.9$12.7$10.6$2.11
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.84$10.4$11.4$11.2$0.27
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.65$9.73$10.5$10.3$0.11
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.65$9.80$10.0$9.63$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.99$0.67$9.32$9.64$8.71$0.93
2015Detailed filing. Detailed filing data is available for this year.$8.90$0.47$8.43$9.24$7.74$1.50
2013Detailed filing. Detailed filing data is available for this year.$4.87$0.36$4.51$6.78$6.38$0.40