Civic Intelligence

Boone County Senior Services Foundation Inc.

990 • Fiscal year 2019 • EIN 35-2012880

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 01, 2020

Organization ProfileWWW.BOONESENIORS.ORG/FOUNDATION
515 Crown Pointe DriveLebanon, IN 46052

(765) 482-5220

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

55th percentile

$72,563

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 97.4% of source-year revenue.

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

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,641,107

Up $194,376 (+13%) from 2018

Net Assets

Up

$1,641,107

Up $194,376 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin91st percentile

Revenue

Down

$74,526

Down $30,521 (-29%) from 2018

Expenses

Up

$36,892

Up $857 (+2.4%) from 2018

Net Income

Down

$37,634

Down $31,378 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,070,956Liabilities 2014: $0Net Assets 2014: $1,070,9562014Assets 2015: $1,245,620Liabilities 2015: $0Net Assets 2015: $1,245,6202015Assets 2016: $1,362,396Liabilities 2016: $0Net Assets 2016: $1,362,3962016Assets 2017: $1,488,348Liabilities 2017: $0Net Assets 2017: $1,488,3482017Assets 2018: $1,446,731Liabilities 2018: $0Net Assets 2018: $1,446,7312018Assets 2019: $1,641,107Liabilities 2019: $0Net Assets 2019: $1,641,1072019Assets 2020: $1,723,979Liabilities 2020: $0Net Assets 2020: $1,723,9792020Assets 2021: $1,938,932Liabilities 2021: $0Net Assets 2021: $1,938,9322021Assets 2022: $1,802,729Liabilities 2022: $0Net Assets 2022: $1,802,7292022Assets 2023: $2,005,106Liabilities 2023: $0Net Assets 2023: $2,005,1062023Assets 2024: $2,167,779Liabilities 2024: $0Net Assets 2024: $2,167,7792024

Highlighted filing

2019

Assets$1,641,107
Liabilities$0
Net Assets$1,641,107
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$150K$100K$50K$0Revenue 2014: $54,157Expenses 2014: $5,153Net Income 2014: $49,0042014Revenue 2015: $56,298Expenses 2015: $21,495Net Income 2015: $34,8032015Revenue 2016: $79,568Expenses 2016: $6,081Net Income 2016: $73,4872016Revenue 2017: $57,546Expenses 2017: $30,502Net Income 2017: $27,0442017Revenue 2018: $105,047Expenses 2018: $36,035Net Income 2018: $69,0122018Revenue 2019: $74,526Expenses 2019: $36,892Net Income 2019: $37,6342019Revenue 2020: $79,168Expenses 2020: $38,075Net Income 2020: $41,0932020Revenue 2021: $125,676Expenses 2021: $39,098Net Income 2021: $86,5782021Revenue 2022: $100,843Expenses 2022: $42,383Net Income 2022: $58,4602022Revenue 2023: $167,681Expenses 2023: $58,796Net Income 2023: $108,8852023Revenue 2024: $170,161Expenses 2024: $78,434Net Income 2024: $91,7272024

Highlighted filing

2019

Revenue$74,526
Expenses$36,892
Net Income$37,634
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 1, 2020
Return Version
2019v5.1
Gross Receipts
$78,199
Mission and Program Overview

Mission

The mission of the boone county senior services foundation, inc. Is to grow a fund so that boone county senior services, inc. Can continue serving older adults in boone county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$919,362$1,018,979▲ $99,617
Savings and Temporary Cash Investments$493,750$504,217▲ $10,467
Cash and Non-Interest-Bearing Accounts$33,619$117,911▲ $84,292
Total Assets$1,446,731$1,641,107▲ $194,376
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,446,731$1,641,107▲ $194,376
Total Net Assets Fund Balance$1,446,731$1,641,107▲ $194,376
Total Liabilities and Net Assets / Fund Balance$1,446,731$1,641,107▲ $194,376
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleOtherTotal
Anita BowenExecutive Director$72,563$72,563

Board Members and Trustees

NameTitle
Taffy DayDirector and President
Baili HartDirector
Dan MitchellDirector
Don BarnettDirector
Erin HerrDirector
Gary PowellDirector
Jody DurhamDirector
John CowanDirector
Judy CunninghamDirector
Kim FortuneDirector
Paul MohlerDirector
Rick ElsburyDirector
Sharon WalkerDirector
Patty HughesDirector and Secretary
Charles W Ritz IiiDirector and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,928
Program Service Revenue
$0
Investment Income
$53,411
Other Revenue
$4,187
All Other Contributions
$6,658
Change in Net Assets
$37,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$11,892
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Services Management-$3,000-$3,000
Fees for Services Accounting-$2,375-$2,375
Office Expenses$2,006$167-$2,173
Advertising$1,850--$1,850
Other Expenses$1,822$672-$672
Total Functional Expenses$30,678$6,214$0$36,892
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boone County Senior Services IncLebanon, IN501(c)(3)Grant$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,210
Fundraising Direct Expenses$3,673
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legacy Dinner$17,480$7,210$3,673$3,537
Total Events$17,480$7,210$3,673$3,537
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members are advised that a copy of the return is available for review in the office prior to mailing.”

Form 990, Part VI, Section B, Line 12C

“The foundation annually receives from each board member a disclosure statement, including a statement that the director must report any conflicts that may develop during the course of the calendar year.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Boone County Senior Services
EIN
35-2012880
Phone
7654825220
Address
515 CROWN POINTE DRIVE, LEBANON, IN 46052

Signing Officer

Name
Charles W Ritz
Title
Treasurer
Phone
7654825220
Signed
2020-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles W Ritz Iii
Formed
1997
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Greenwalt Cpas Inc
Address
5342 W VERMONT STREET, INDIANAPOLIS, IN 46224
Preparer
Amanda Meko CPA
Phone
3172412999
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IRS990/PYTotalRevenueAmt0105047
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt037634
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0493750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0504217
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351445498
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt025000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010270
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010270
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03673
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEGACY DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07210
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03537
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03673
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03673
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351445498
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0515 CROWN POINTE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEBANON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046052
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE ADVISED THAT A COPY OF THE RETURN IS AVAILABLE FOR REVIEW IN THE OFFICE PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION ANNUALLY RECEIVES FROM EACH BOARD MEMBER A DISCLOSURE STATEMENT, INCLUDING A STATEMENT THAT THE DIRECTOR MUST REPORT ANY CONFLICTS THAT MAY DEVELOP DURING THE COURSE OF THE CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0351445498
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIFE SUSTAINING AND ENRICHING SERVICES FOR OLDER ADULTS IN BOONE COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0515 CROWN POINTE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEBANON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046052
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt125000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BOONE COUNTY SENIOR SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01446731
IRS990/TotalAssetsEOYAmt01641107
IRS990/TotalAssetsGrp/BOYAmt01446731
IRS990/TotalAssetsGrp/EOYAmt01641107
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016928

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,641,107
Liabilities
$0
Net assets
$1,641,107
Revenue
$74,526
Expenses
$36,892
Net income
$37,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.17$0.08$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.17$0.06$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.10$0.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.13$0.04$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.08$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.04$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.08$0.01$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.02$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.01$0.05