Civic Intelligence

Longfellow-Seward Healthy Seniors Program

990 • Fiscal year 2022 • EIN 41-1886110

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 05, 2023

3131 Minnehaha Avenue Ste Ste AMinneapolis, MN 55406

(612) 729-5799

Siviq Scores

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

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

31st percentile

-3.2%

Higher net margin than 31% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$573,746

Down $351 (-0.1%) from 2021

Net Assets

Down

$541,246

Down $6,351 (-1.2%) from 2021

Liabilities

Up

$32,500

Up $6,000 (+23%) from 2021

Revenue

Down

$200,658

Down $46,643 (-19%) from 2021

Expenses

Up

$207,009

Up $9,415 (+4.8%) from 2021

Net Income

Down

-$6,351

Down $56,058 (-113%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $523,884Liabilities 2010: $21,000Net Assets 2010: $502,8842010Assets 2011: $512,364Liabilities 2011: $23,280Net Assets 2011: $489,0842011Assets 2012: $502,954Liabilities 2012: $14,720Net Assets 2012: $488,2342012Assets 2013: $469,352Liabilities 2013: $12,079Net Assets 2013: $457,2732013Assets 2014: $448,375Liabilities 2014: $15,472Net Assets 2014: $432,9032014Assets 2015: $427,356Liabilities 2015: $10,698Net Assets 2015: $416,6582015Assets 2016: $429,928Liabilities 2016: $11,539Net Assets 2016: $418,3892016Assets 2017: $431,452Liabilities 2017: $11,0082017Assets 2018: $451,162Liabilities 2018: $15,500Net Assets 2018: $435,6622018Assets 2019: $457,217Liabilities 2019: $11,000Net Assets 2019: $446,2172019Assets 2020: $546,995Liabilities 2020: $49,105Net Assets 2020: $497,8902020Assets 2021: $574,097Liabilities 2021: $26,500Net Assets 2021: $547,5972021Assets 2022: $573,746Liabilities 2022: $32,500Net Assets 2022: $541,2462022Assets 2023: $579,205Liabilities 2023: -$6,770Net Assets 2023: $585,9752023Assets 2024: $676,650Liabilities 2024: $29,462Net Assets 2024: $647,1882024

Highlighted filing

2022

Assets$573,746
Liabilities$32,500
Net Assets$541,246

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $124,6652010Revenue 2011: $124,119Expenses 2011: $137,919Net Income 2011: -$13,8002011Revenue 2012: $132,657Expenses 2012: $133,507Net Income 2012: -$8502012Revenue 2013: $103,859Expenses 2013: $134,820Net Income 2013: -$30,9612013Revenue 2014: $108,729Expenses 2014: $133,099Net Income 2014: -$24,3702014Revenue 2015: $121,214Expenses 2015: $137,468Net Income 2015: -$16,2542015Revenue 2016: $128,957Expenses 2016: $127,226Net Income 2016: $1,7312016Revenue 2017: $133,360Expenses 2017: $131,305Net Income 2017: $2,0552017Revenue 2018: $151,569Expenses 2018: $151,824Net Income 2018: -$2552018Revenue 2019: $160,922Expenses 2019: $147,598Net Income 2019: $13,3242019Revenue 2020: $230,763Expenses 2020: $179,089Net Income 2020: $51,6742020Revenue 2021: $247,301Expenses 2021: $197,594Net Income 2021: $49,7072021Revenue 2022: $200,658Expenses 2022: $207,009Net Income 2022: -$6,3512022Revenue 2023: $261,843Expenses 2023: $218,224Net Income 2023: $43,6192023Revenue 2024: $284,231Expenses 2024: $229,493Net Income 2024: $54,7382024

Highlighted filing

2022

Revenue$200,658
Expenses$207,009
Net Income-$6,351
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$200,658
Mission and Program Overview

Mission

SCHEDULE O

Our mission is to enable community seniors to live healthy, independent and socially connected lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$391,843$381,795▼ $10,048
Cash and Non-Interest-Bearing Accounts$95,902$101,437▲ $5,535
Savings and Temporary Cash Investments$66,086$65,169▼ $917
Accounts Receivable$20,266$25,345▲ $5,079
Total Assets$574,097$573,746▼ $351
Liabilities
Deferred Revenue$26,500$32,500▲ $6,000
Total Liabilities$26,500$32,500▲ $6,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$547,597$541,246▼ $6,351
Total Net Assets Fund Balance$547,597$541,246▼ $6,351
Total Liabilities and Net Assets / Fund Balance$574,097$573,746▼ $351

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$381,795--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beverly ConertonChair
Marilyn JohnstonVice Chair
Ernest CuttingBoard Member
Heather DorrBoard Member
Katie Simon-dastychBoard Member
Lee GreenfieldBoard Member
Robbyn OverallBoard Member
Shelley JacobsonBoard Member
Tony Del PercioBoard Member
Mary AlbrechtExecutive Director
Annie DahlquistB0ard Member
Irmgard BjerkenSecretary
Juley SpeedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$210,217
Program Service Revenue
$484
Investment Income
$19,812
Other Revenue
$-29,855
All Other Contributions
$43,609
Change in Net Assets
$-6,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$142,588
Other Expenses$64,421
Total Fundraising Expense$6,295
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,168$12,208$1,212$142,588
Information Technology$7,627$824-$8,451
Other Expenses$6,755$730$4,983$7,485
Insurance$5,153$560$100$5,813
Office Expenses$1,353$146-$1,499
Advertising$1,113$120-$1,233
Travel$736$80-$816
Fees for Services Other$125$13-$138
Total Functional Expenses$182,718$17,996$6,295$207,009
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
Backup withholding compliance
Yes
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

Committee meeting documentation Part VI line 8B

Individual committees present at board meetings, and the full board of directors approves all policy changes and actions to be taken by the committee or the organization.

Form 990 governing body review Part VI line 11

The board of directors is given the 990 prior to the board meeting for review and then the 990 is approved pending any changes. The organizations 990 is posted on guidestar.org and is available upon request.

Conflict of interest policy compliance Part VI line 12C

The organization collects signed conflict of interest policy forms from board members annually and when a new member is added to the board.

CEO executive director top management comp Part VI line 15A

All staff salaries are reviewed and any changes are authorized by the board of directors when the annual budget is approved.

Other officer or key employee compensation Part VI line 15B

All staff salaries are reviewed and any changes are authorized by the board of directors when the annual budget is approved.

Form 990 availability to public Part VI line 18

Organization 990 is posted on guidestar.org and also is available upon request.

Governing documents etc available to public Part VI line 19

Documents are available upon request.

Statement of Revenue Part VIII

The amount on line 11a unrealized gain/loss is negative due to the total investment activity having an unrealized loss on investments due to market value changes from the beginning balance to the ending balance. This amount cannot be combined with the interest and dividend income on line 3.

Filing and Contact Details

Filer

Filer Name
Longfellowseward Healthy Seniors Program
EIN
41-1886110
Address
3131 MINNEHAHA AVENUE STE STE A, MINNEAPOLIS, MN 55406

Signing Officer

Name
Mary Albrecht
Title
Executive Direc
Phone
6127295799
Signed
2023-10-05

Organization Details

Principal Officer
Mary Albrecht
Formed
1997
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
85
Supplemental Narrative

Additional Explanations

General explanation attachment

Statement of program accomplishments continued;food distribution includes delivering food from two local foodshelves and the nutrition assistance program for seniors; purchasing food, including culturally specific foods for somali elders; and distributing grocery gift cards to seniors.

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IRS990/OtherExpensesGrp/Desc2SERVICESVOLUNTEERSTRAINING
IRS990/OtherExpensesGrp/Desc3POSTAGEPRINTINGDUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0513
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IRS990/OtherRevenueMiscGrp/Desc1SEE SCHED O NUMBER 08
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IRS990/OtherRevenueTotalAmt0-29855
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IRS990/PYSalariesCompEmpBnftPaidAmt0137961
IRS990/PYTotalExpensesAmt0197594
IRS990/PYTotalRevenueAmt0247301
IRS990/ReconcilationRevenueExpnssAmt0-6351
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066086
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065169
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE AMOUNT ON LINE 10 OTHER INCOME IS NEGATIVE DUE TO THE TOTAL INVESTMENT ACTIVITY HAVING AN UNREALIZED LOSS ON INVESTMENTS DUE TO MARKET VALUE CHANGES FROM THE BEGINNING BALANCE TO THE ENDING BALANCE. THIS AMOUNT CANNOT BE COMBINED WITH THE INTEREST AND DIVIDEND INCOME ON LINE 8.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014721
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132552
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUAL COMMITTEES PRESENT AT BOARD MEETINGS, AND THE FULL BOARD OF DIRECTORS APPROVES ALL POLICY CHANGES AND ACTIONS TO BE TAKEN BY THE COMMITTEE OR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS GIVEN THE 990 PRIOR TO THE BOARD MEETING FOR REVIEW AND THEN THE 990 IS APPROVED PENDING ANY CHANGES. THE ORGANIZATIONS 990 IS POSTED ON GUIDESTAR.ORG AND IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION COLLECTS SIGNED CONFLICT OF INTEREST POLICY FORMS FROM BOARD MEMBERS ANNUALLY AND WHEN A NEW MEMBER IS ADDED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL STAFF SALARIES ARE REVIEWED AND ANY CHANGES ARE AUTHORIZED BY THE BOARD OF DIRECTORS WHEN THE ANNUAL BUDGET IS APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL STAFF SALARIES ARE REVIEWED AND ANY CHANGES ARE AUTHORIZED BY THE BOARD OF DIRECTORS WHEN THE ANNUAL BUDGET IS APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION 990 IS POSTED ON GUIDESTAR.ORG AND ALSO IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AMOUNT ON LINE 11A UNREALIZED GAIN/LOSS IS NEGATIVE DUE TO THE TOTAL INVESTMENT ACTIVITY HAVING AN UNREALIZED LOSS ON INVESTMENTS DUE TO MARKET VALUE CHANGES FROM THE BEGINNING BALANCE TO THE ENDING BALANCE. THIS AMOUNT CANNOT BE COMBINED WITH THE INTEREST AND DIVIDEND INCOME ON LINE 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATEMENT OF PROGRAM ACCOMPLISHMENTS CONTINUED;FOOD DISTRIBUTION INCLUDES DELIVERING FOOD FROM TWO LOCAL FOODSHELVES AND THE NUTRITION ASSISTANCE PROGRAM FOR SENIORS; PURCHASING FOOD, INCLUDING CULTURALLY SPECIFIC FOODS FOR SOMALI ELDERS; AND DISTRIBUTING GROCERY GIFT CARDS TO SENIORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Statement of Revenue Part VIII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8General explanation attachment
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0574097
IRS990/TotalAssetsGrp/EOYAmt0573746
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0210217
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06295
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017996
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182718
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026500
IRS990/TotalLiabilitiesEOYAmt032500
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IRS990/TotalLiabilitiesGrp/EOYAmt032500
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IRS990/TotalProgramServiceRevenueAmt0484
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-9559
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200658
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0574097
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0573746

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.29$6.47$2.84$2.29$0.55
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.07$5.86$2.62$2.18$0.44
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.33$5.41$2.01$2.07$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.27$5.48$2.47$1.98$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.49$4.98$2.31$1.79$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.11$4.46$1.61$1.48$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.16$4.36$1.52$1.52$0.00
2017Summary only. Only limited summary data is available for this year.$4.31$0.11$1.33$1.31$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.12$4.18$1.29$1.27$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.27$0.11$4.17$1.21$1.37$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.15$4.33$1.09$1.33$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.69$0.12$4.57$1.04$1.35$0.31
2012Summary only. Only limited summary data is available for this year.$5.03$0.15$4.88$1.33$1.34$0.01
2011Summary only. Only limited summary data is available for this year.$5.12$0.23$4.89$1.24$1.38$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.21$5.03$1.25
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