Civic Intelligence

Agesmart Community Resources

990 • Fiscal year 2015 • EIN 37-0986597

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 21, 2016

2365 Country RoadBelleville, IL 62221

(618) 222-2561

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.62x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$94,715

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$615,324

No earlier filing loaded for comparison.

Net Assets

$234,400

No earlier filing loaded for comparison.

Liabilities

$380,924

No earlier filing loaded for comparison.

Revenue

$4,802,138

No earlier filing loaded for comparison.

Expenses

$4,775,503

No earlier filing loaded for comparison.

Net Income

$26,635

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $615,324Liabilities 2015: $380,924Net Assets 2015: $234,4002015Assets 2016: $1,399,452Liabilities 2016: $962,839Net Assets 2016: $436,6132016Assets 2017: $1,676,842Liabilities 2017: $1,175,712Net Assets 2017: $501,1302017Assets 2018: $2,328,466Liabilities 2018: $1,444,679Net Assets 2018: $883,7872018Assets 2019: $2,316,614Liabilities 2019: $1,140,180Net Assets 2019: $1,176,4342019Assets 2020: $3,229,818Liabilities 2020: $1,792,527Net Assets 2020: $1,437,2912020Assets 2022: $2,635,530Liabilities 2022: $1,004,491Net Assets 2022: $1,631,0392022

Highlighted filing

2015

Assets$615,324
Liabilities$380,924
Net Assets$234,400

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2015: $4,802,138Expenses 2015: $4,775,503Net Income 2015: $26,6352015Revenue 2016: $4,744,656Expenses 2016: $4,542,443Net Income 2016: $202,2132016Revenue 2017: $6,301,324Expenses 2017: $6,236,807Net Income 2017: $64,5172017Revenue 2018: $7,981,686Expenses 2018: $7,599,029Net Income 2018: $382,6572018Revenue 2019: $8,107,817Expenses 2019: $7,815,170Net Income 2019: $292,6472019Revenue 2020: $8,848,254Expenses 2020: $8,587,397Net Income 2020: $260,8572020Revenue 2022: $7,036,315Expenses 2022: $7,051,286Net Income 2022: -$14,9712022

Highlighted filing

2015

Revenue$4,802,138
Expenses$4,775,503
Net Income$26,635
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 21, 2016
Return Version
2014v6.0
Gross Receipts
$4,802,138
Mission and Program Overview

Mission

Agesmart community resources enhances the lives of older adults, persons with disabilities and veterans through advocacy, action and answers on aging.

Provide assistance to the elderly and the disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$178,057$481,539▲ $303,482
Accounts Receivable$494,181$103,370▼ $390,811
Land, Buildings, and Equipment, Net$8,497$30,340▲ $21,843
Cash and Non-Interest-Bearing Accounts$75$75→ $0
Total Assets$680,810$615,324▼ $65,486
Liabilities
Grants Payable$356,066$249,205▼ $106,861
Deferred Revenue$88,711$104,523▲ $15,812
Accounts Payable and Accrued Expenses$28,268$27,196▼ $1,072
Total Liabilities$473,045$380,924▼ $92,121
Net Assets / Fund Balance
Unrestricted Net Assets$52,117$142,103▲ $89,986
Temporarily Rstr Net Assets$155,648$92,297▼ $63,351
Total Net Assets Fund Balance$207,765$234,400▲ $26,635
Total Liabilities and Net Assets / Fund Balance$680,810$615,324▼ $65,486

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,340$62,776$93,116
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joy PaethCEOFT$82,339$12,376$94,715
Nancy LonsdaleCFOFT$67,891$10,080$77,971
Lana SchmulbachExecutive AdFT$40,977$7,288$48,265

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,594,953
Program Service Revenue
$0
Investment Income
$3,568
Other Revenue
$203,617
Change in Net Assets
$26,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,802,138
Total Revenue per Audited Statements
$4,802,138
Total Revenue per Form 990
$4,802,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,901,651
Salaries, Compensation, and Employee Benefits$611,258
Other Expenses$262,594
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,901,651--$3,901,651
Other Salaries and Wages-$295,867-$295,867
Current Officers, Directors, Trustees, and Key Employees-$191,207-$191,207
All Other Expenses-$58,875-$58,875
Other Employee Benefits-$57,257-$57,257
Payroll Taxes-$42,703-$42,703
Occupancy-$31,500-$31,500
Pension Plan Contributions-$24,224-$24,224
Fees for Services Accounting-$19,985-$19,985
Office Expenses-$17,078-$17,078
Conferences and Meetings-$10,129-$10,129
Other Expenses-$9,941-$9,941
Travel-$5,383-$5,383
Depreciation Depletion-$2,833-$2,833
Total Functional Expenses$3,901,651$873,852$0$4,775,503

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,775,503
Total Expenses per Audited Statements$4,775,503
Total Expenses per Form 990$4,775,503
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Senior Services Plus IncAlton, IL3Elderly Assistance$760,404
Southwestern Il VnaSwansea, IL3Elderly Services$668,448
Clyde C Jordan Food BankEast St Louis, IL3Elderly Assistance$500,594
Land of Lincoln Legal AssistanceEast St Louis, IL3Legal/ombudsman$439,490
Western Egyptian EocSteeleville, ILGovElderly Assistance$267,434
Bond County Senior Citizens CenterGreenville, IL3Elderly Assistance$129,502
Washington County Senior ServicesOkawville, IL3Elderly Assistance$125,516
Christian Home Care Services IncLebanon, IL3Elderly Assistance$117,879
Other Grantees--Various Services$116,946
Healthvisions - East St LouisEast St Louis, IL3Transpr/elderly Asst$102,766
Clinton County Senior Services IncCarlyle, IL3Elderly Assistance$86,238
Millstadt Township Senior ServicesMillstadt, ILGovElderly Assistance$78,241
Collinsville Area Ministerial AssocCollinsville, IL3Elderly Assistance$77,186
Ne Randolph County Senior ServicesSparta, IL3Elderly Assistance$63,835
Mascoutah Senior Services ProgramMascoutah, IL3Nutrition$51,776
Macke Community ResourcesMarissa, ILGovNutrition/transport$42,795
Wellspring ResourcesAlton, IL3Caregiver Counseling$40,750
Village of CahokiaCahokia, ILGovNutrition$39,368
Village of SteelevilleSteeleville, IL3Nutrition$33,053
Western Clinton County Sr ServicesTrenton, IL-Nutrition$31,544
Swic PsopBelleville, IL3Caregiver Counceling$26,250
South Central Il Mass Transit DistCentralia, ILGovTransportation$20,072
Edwardsville Faith in ActionEdwardsville, IL3Transportation$18,255
CHILDREN'S HOME & AIDGranite City, IL3Grandparents Srvcs$17,500
Jarvis Township Senior Citizens CtrTroy, IL3Nutrition/transport$16,585
Collinsville TownshipCollinsville, ILGovNutrition Assistance$14,854
Tri-cities Faith in ActionGranite City, ILGovTransportation$14,370
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
Audit committee
Yes
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

Return is examined by finance committee and distributed to entire board for review.

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

The board signs the policy annually.

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

The agency uses the united way wage and salary survey for non-profit agencies.

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

The agency uses the united way wage and salary survey for non-profit agencies.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Agesmart Community Resources
EIN
37-0986597
Phone
6182222561
Address
2365 COUNTRY ROAD, BELLEVILLE, IL 62221

Signing Officer

Name
Joy Paeth
Title
CEO
Phone
6182222561
Signed
2016-01-21
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
13
Independent Board Members
13
Employees
15

Preparer

Firm
Rice Sullivan LLC
Address
3121 N ILLINOIS ST SUITE A, SWANSEA, IL 62226
Preparer
Bill R Dixon
Phone
6182330186
Supplemental Narrative

Additional Explanations

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

Other programs for seniors - abuse related, home repair and other services provided to assist or inform seniors of their rights

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