Civic Intelligence

Four County Young at Heart

990 • Fiscal year 2019 • EIN 34-6675117

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 18, 2020

690 Flat Rock RoadBellevue, OH 44811

(419) 483-6600

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

767%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,009,339

Up $75,541 (+8.1%) from 2018

Net Assets

Up

$1,008,083

Up $75,439 (+8.1%) from 2018

Liabilities

Up

$1,256

Up $102 (+8.8%) from 2018

Revenue

Up

$139,273

Up $123,206 (+767%) from 2018

Expenses

Down

$63,834

Down $16,659 (-21%) from 2018

Net Income

Up

$75,439

Up $139,865 (+217%) from 2018

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 2017: $998,205Liabilities 2017: $1,135Net Assets 2017: $997,0702017Assets 2018: $933,798Liabilities 2018: $1,154Net Assets 2018: $932,6442018Assets 2019: $1,009,339Liabilities 2019: $1,256Net Assets 2019: $1,008,0832019Assets 2020: $1,081,097Liabilities 2020: $0Net Assets 2020: $1,081,0972020Assets 2021: $1,136,331Liabilities 2021: $1,237Net Assets 2021: $1,135,0942021Assets 2022: $912,043Liabilities 2022: $1,204Net Assets 2022: $910,8392022Assets 2023: $1,009,796Liabilities 2023: $1,169Net Assets 2023: $1,008,6272023Assets 2024: $1,057,743Liabilities 2024: $886Net Assets 2024: $1,056,8572024

Highlighted filing

2019

Assets$1,009,339
Liabilities$1,256
Net Assets$1,008,083

Operations Trend

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

$200K$100K$0-$100KRevenue 2017: $153,779Expenses 2017: $78,609Net Income 2017: $75,1702017Revenue 2018: $16,067Expenses 2018: $80,493Net Income 2018: -$64,4262018Revenue 2019: $139,273Expenses 2019: $63,834Net Income 2019: $75,4392019Revenue 2020: $109,808Expenses 2020: $36,794Net Income 2020: $73,0142020Revenue 2021: $93,210Expenses 2021: $39,213Net Income 2021: $53,9972021Revenue 2022: $51,920Expenses 2022: $67,312Net Income 2022: -$15,3922022Revenue 2023: $54,139Expenses 2023: $51,145Net Income 2023: $2,9942023Revenue 2024: $68,698Expenses 2024: $49,372Net Income 2024: $19,3262024

Highlighted filing

2019

Revenue$139,273
Expenses$63,834
Net Income$75,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 18, 2020
Return Version
2019v5.0
Gross Receipts
$141,775
Mission and Program Overview

Mission

CATERED MEALS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$859,607$956,257▲ $96,650
Land, Buildings, and Equipment, Net$52,246$42,993▼ $9,253
Savings and Temporary Cash Investments$21,945$10,089▼ $11,856
Total Assets$933,798$1,009,339▲ $75,541
Liabilities
Accounts Payable and Accrued Expenses$1,154$1,256▲ $102
Total Liabilities$1,154$1,256▲ $102
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$932,644$1,008,083▲ $75,439
Total Net Assets Fund Balance$932,644$1,008,083▲ $75,439
Total Liabilities and Net Assets / Fund Balance$933,798$1,009,339▲ $75,541

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,591$268,770$308,361
Other Land Buildings$3,402$1,902$5,304
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles ClausPresident
Bernard HartmanTrustee
Bernard RospertTrustee
Chelcer MatterTrustee
Don RichardsTrustee
Harold DarrTrustee
Ruth KonstTrustee
Tom NigroTrustee
Hazel Yearick1st V-p
Rebecca TidwellAsst. Treasu
Sue RuffingSecretary
Nona SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,945
Program Service Revenue
$10,138
Investment Income
$52,520
Other Revenue
$74,670
All Other Contributions
$985
Change in Net Assets
$75,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,110
Salaries, Compensation, and Employee Benefits$18,724
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$19,256-$19,256
Other Salaries and Wages-$17,148-$17,148
Depreciation Depletion-$10,719-$10,719
Office Expenses-$3,089-$3,089
Fees for Services Accounting-$2,075-$2,075
Other Expenses$2,057$4,371-$2,057
Payroll Taxes-$1,576-$1,576
Total Functional Expenses$5,600$58,234$0$63,834
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
Yes
Audit committee
No
Backup withholding compliance
No
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
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

Reviewed and approved by board

Form 990, Page 6, Part VI, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Four County Young at Heart
EIN
34-6675117
Phone
4194836600
Address
690 FLAT ROCK ROAD, BELLEVUE, OH 44811

Signing Officer

Name
Sue Ruffing
Title
Secretary
Phone
4194836600
Signed
2020-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Claus
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Firm
COOK SMITH & COMPANY CPA'S LLC
Address
1355 W MAIN ST STE B, BELLEVUE, OH 44811-9082
Preparer
Steven D Smith
Phone
4194834829
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04194836600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUR COUNTY YOUNG AT HEART
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06A933512B9DE638886A964F84CF64BDFFEA469EE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.12.102
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
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ReturnHeader/FilingSecurityInformation/IPTm015:41:24
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOK SMITH & COMPANY CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01355 W MAIN ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0448119082
ReturnHeader/PreparerPersonGrp/PhoneNum04194834829
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN D SMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-19T15:41:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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