Civic Intelligence

Carroll County Council for Aging Inc

990 • Fiscal year 2017 • EIN 34-1245760

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

PO Box 14 100 Kensington Rd NWCarrollton, OH 44615-0014

(330) 627-7017

Siviq Scores

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

Liabilities / Assets

74th percentile

0.23x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.10x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

4.9%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$326,673

Up $48,952 (+18%) from 2016

Net Assets

Up

$250,108

Up $54,148 (+28%) from 2016

Liabilities

Down

$76,565

Down $5,196 (-6.4%) from 2016

Revenue

Up

$796,298

Up $37,095 (+4.9%) from 2016

Expenses

Up

$742,150

Up $27,371 (+3.8%) from 2016

Net Income

Up

$54,148

Up $9,724 (+22%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $342,887Liabilities 2010: $88,676Net Assets 2010: $254,2112010Assets 2011: $298,922Liabilities 2011: $69,430Net Assets 2011: $229,4922011Assets 2012: $309,965Liabilities 2012: $72,770Net Assets 2012: $237,1952012Assets 2013: $256,318Liabilities 2013: $63,668Net Assets 2013: $192,6502013Assets 2014: $187,477Liabilities 2014: $80,251Net Assets 2014: $107,2262014Assets 2015: $222,648Liabilities 2015: $71,112Net Assets 2015: $151,5362015Assets 2016: $277,721Liabilities 2016: $81,761Net Assets 2016: $195,9602016Assets 2017: $326,673Liabilities 2017: $76,565Net Assets 2017: $250,1082017Assets 2018: $423,748Liabilities 2018: $73,495Net Assets 2018: $350,2532018Assets 2019: $566,171Liabilities 2019: $87,869Net Assets 2019: $478,3022019Assets 2020: $827,454Liabilities 2020: $102,004Net Assets 2020: $725,4502020Assets 2021: $1,061,340Liabilities 2021: $104,347Net Assets 2021: $956,9932021Assets 2022: $1,190,847Liabilities 2022: $101,097Net Assets 2022: $1,089,7502022Assets 2023: $1,372,707Liabilities 2023: $256,347Net Assets 2023: $1,116,3602023Assets 2024: $1,073,057Liabilities 2024: $273,202Net Assets 2024: $799,8552024

Highlighted filing

2017

Assets$326,673
Liabilities$76,565
Net Assets$250,108

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $557,5472010Expenses 2011: $540,5772011Expenses 2012: $536,4482012Revenue 2013: $489,859Expenses 2013: $534,404Net Income 2013: -$44,5452013Revenue 2014: $513,378Expenses 2014: $598,802Net Income 2014: -$85,4242014Revenue 2015: $667,724Expenses 2015: $623,414Net Income 2015: $44,3102015Revenue 2016: $759,203Expenses 2016: $714,779Net Income 2016: $44,4242016Revenue 2017: $796,298Expenses 2017: $742,150Net Income 2017: $54,1482017Revenue 2018: $824,207Expenses 2018: $724,062Net Income 2018: $100,1452018Revenue 2019: $918,908Expenses 2019: $790,859Net Income 2019: $128,0492019Revenue 2020: $1,165,618Expenses 2020: $918,470Net Income 2020: $247,1482020Revenue 2021: $1,118,885Expenses 2021: $898,601Net Income 2021: $220,2842021Revenue 2022: $1,102,846Expenses 2022: $970,089Net Income 2022: $132,7572022Revenue 2023: $1,095,825Expenses 2023: $1,200,622Net Income 2023: -$104,7972023Revenue 2024: $1,084,340Expenses 2024: $1,400,845Net Income 2024: -$316,5052024

Highlighted filing

2017

Revenue$796,298
Expenses$742,150
Net Income$54,148
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$796,298
Mission and Program Overview

Mission

To provide social & nutritional services to senior citizens of carroll county

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$116,818$144,463▲ $27,645
Savings and Temporary Cash Investments$136,170$136,306▲ $136
Pledges and Grants Receivable$23,301$44,610▲ $21,309
Prepaid Expenses and Deferred Charges$1,432$1,294▼ $138
Total Assets$277,721$326,673▲ $48,952
Liabilities
Accounts Payable and Accrued Expenses$81,761$76,565▼ $5,196
Total Liabilities$81,761$76,565▼ $5,196
Net Assets / Fund Balance
Unrestricted Net Assets$195,960$250,108▲ $54,148
Total Net Assets Fund Balance$195,960$250,108▲ $54,148
Total Liabilities and Net Assets / Fund Balance$277,721$326,673▲ $48,952
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$606,855
Program Service Revenue
$170,416
Investment Income
$136
Other Revenue
$18,891
All Other Contributions
$448,385
Change in Net Assets
$54,148

Audited Revenue Reconciliation

Revenue per Audited Statements
$796,298
Revenue Not Reported on Form 990
$16,269
Total Revenue per Audited Statements
$812,567
Total Revenue per Form 990
$796,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$391,630
Salaries, Compensation, and Employee Benefits$350,520
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$230,157$36,694-$266,851
Occupancy$34,637$8,919-$43,556
Other Employee Benefits$42,746$275-$43,021
Pension Plan Contributions$31,902$5,137-$37,039
All Other Expenses$33,265$2,169-$35,434
Other Expenses$17,452$8,101-$25,553
Travel$14,701$102-$14,803
Fees for Services Legal$7,726--$7,726
Fees for Services Accounting-$6,600-$6,600
Office Expenses$1,093$2,801-$3,894
Payroll Taxes$3,317$292-$3,609
Total Functional Expenses$671,060$71,090$0$742,150

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$758,419
Expenses per Audited Statements$742,150
Total Expenses per Form 990$742,150
Expenses Not Reported on Form 990$16,269
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
Audit committee
Yes
Backup withholding compliance
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
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

Organization's form 990 is prepared by outside cpa and reviewed by supervisor. Return is then provided to executive director for review and discussion with board of directors. Questions are addressed and any changes are made. The return is then processed to be sent in for filing.

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

Board review and approval of compensation

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

Board review and approval of compensation

Form 990, Page 6, Part VI, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Carroll County
EIN
34-1245760
Phone
3306277017
Address
PO BOX 14 100 KENSINGTON RD NW, CARROLLTON, OH 44615-0014

Signing Officer

Name
Tonya Myers
Title
Exec Director - 2018
Phone
3306277017
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Ziler
Formed
1973
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
20

Preparer

Firm
Willoughby & Company Inc
Address
216 NORTH BROADWAY, NEW PHILADELPHIA, OH 44663
Preparer
Keith a Willoughby CPA
Phone
3306021322
Supplemental Narrative

Additional Explanations

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

LEGAL SERVICES

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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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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05137
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031902
IRS990/PensionPlanContributionsGrp/TotalAmt037039
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt023301
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt044610
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01432
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01294
IRS990/PrincipalOfficerNm0SUSAN ZILER
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IRS990/ProgramServiceRevenueGrp/Desc0SERVICE DONATIONS
IRS990/ProgramServiceRevenueGrp/Desc1PASSPORT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt181724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt088692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt181724
IRS990/ProgSrvcAccomActy2Grp/Desc0SENIOR CITIZEN TRANSPORTATION SERVICE
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEGAL SERVICES
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0137
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IRS990/PYOtherRevenueAmt013011
IRS990/PYProgramServiceRevenueAmt0156354
IRS990/PYRevenuesLessExpensesAmt044424
IRS990/PYSalariesCompEmpBnftPaidAmt0342301
IRS990/PYTotalExpensesAmt0714779
IRS990/PYTotalRevenueAmt0759203
IRS990/ReconcilationRevenueExpnssAmt054148
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0136170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0136306
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 69,868
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0336241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0384951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0312131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0316195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0317825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01667343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0136
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01759
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0189307
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt022940
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05561
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0489440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0482539
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IRS990ScheduleA/TotalSupportAmt03271238
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LEGAL SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S FORM 990 IS PREPARED BY OUTSIDE CPA AND REVIEWED BY SUPERVISOR. RETURN IS THEN PROVIDED TO EXECUTIVE DIRECTOR FOR REVIEW AND DISCUSSION WITH BOARD OF DIRECTORS. QUESTIONS ARE ADDRESSED AND ANY CHANGES ARE MADE. THE RETURN IS THEN PROCESSED TO BE SENT IN FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEW AND APPROVAL OF COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD REVIEW AND APPROVAL OF COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0277721
IRS990/TotalAssetsEOYAmt0326673
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0606855
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt081761
IRS990/TotalLiabilitiesGrp/EOYAmt076565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0195960

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.27$0.80$1.08$1.40$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.26$1.12$1.10$1.20$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.10$1.09$1.10$0.97$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.10$0.96$1.12$0.90$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.10$0.73$1.17$0.92$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.09$0.48$0.92$0.79$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.07$0.35$0.82$0.72$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.08$0.25$0.80$0.74$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.08$0.20$0.76$0.71$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.07$0.15$0.67$0.62$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.08$0.11$0.51$0.60$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.06$0.19$0.49$0.53$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.07$0.24$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.07$0.23$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.09$0.25$0.56
Peer Organizations

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