Civic Intelligence

Eldercare Partners

990EZ • Fiscal year 2013 • EIN 41-1942542

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

1645 Marthaler Lane55118

(651) 234-2251

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.22x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$69,008

Flat from 2013

Net Assets

$53,578

No earlier filing loaded for comparison.

Liabilities

Flat

$15,430

Flat from 2013

Revenue

Flat

$180,047

Flat from 2013

Expenses

Flat

$177,836

Flat from 2013

Net Income

Flat

$2,211

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $68,943Liabilities 2011: $16,8042011Assets 2012: $63,493Liabilities 2012: $12,1262012Assets 2013: $69,008Liabilities 2013: $15,430Net Assets 2013: $53,5782013Assets 2013: $69,008Liabilities 2013: $15,4302013Assets 2014: $61,542Liabilities 2014: $16,4882014Assets 2015: $34,974Liabilities 2015: $10,162Net Assets 2015: $24,8122015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$69,008
Liabilities$15,430
Net Assets$53,578

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $149,296Expenses 2011: $156,635Net Income 2011: -$7,3392011Revenue 2012: $146,616Expenses 2012: $147,388Net Income 2012: -$7722012Revenue 2013: $180,047Expenses 2013: $177,836Net Income 2013: $2,2112013Revenue 2013: $180,047Expenses 2013: $177,836Net Income 2013: $2,2112013Revenue 2014: $158,499Expenses 2014: $167,023Net Income 2014: -$8,5242014Revenue 2015: $159,853Expenses 2015: $180,095Net Income 2015: -$20,2422015Revenue 2016: $2,792Expenses 2016: $27,604Net Income 2016: -$24,8122016

Highlighted filing

2013

Revenue$180,047
Expenses$177,836
Net Income$2,211
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.1
Gross Receipts
$180,047
Mission and Program Overview

Mission

Eldercare partners improves the lives of older adults and their family caregivers by providing high quality, easily accessible, community-based services through the collaborative efforts of our member organizations.

Program Services

DescriptionGrantsExpenses
ELDERCARE PARTNERS CAREGIVER COACHING SERVICES. USING A FORMAL ASSESSMENT, THESE SERVICES HELP FAMILY CAREGIVERS IDENTIFY AREAS OF BURDEN AND STRESS, SET REALISTIC GOALS TO REDUCE BURDEN AND STRESS, AND MAINTAIN OR IMPROVE PERSONAL HEALTH, WELL-BEING AND LIFE BALANCE.-$86,473
ELDERCARE PARTNERS CONSULTATION AND FAMILY MEETING FACILITATION SERVICES. THESE SERVICES INCLUDE PROFESSIONAL CONSULTATION TO ASSIST FAMILIES IN HANDLING DIFFICULT SITUATIONS, LOCATING NECESSARY SERVICES, COMPLETING APPLICATIONS, DICUSSING LEGAL AND FINANCIAL ISSUES, NAVIGATING THE HEALTH CARE/LONG-TERM CARE INDUSTRY, COMMUNICATING WITH DOCTORS, AND EDUCATING ON MEDICAL CONDITIONS. THESE SERVICES ALSO INCLUDE FAMILY MEETING FACILITATION TO HELP FAMILIES UNDERSTAND THEIR CURRENT SITUATION AND PLAN FOR THE FUTURE WITH OPEN COMMUNICATION AND REALISTIC EXPECTATIONS.-$76,320
ELDERCARE PARTNERS GERIATRIC CARE MANAGEMENT SERVICES. THESE SERVICES WILL HELP FAMILIES DETERMINE IMMEDIATE AND LONG TERM NEEDS FOR AN OLDER ADULT. BOTH A WRITTEN CARE PLAN PACKAGE, AND HOURLY SERVICES ARE AVAILABLE.-$4,793
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH WIGGINSTreasurerPT$0--
JOCELYN SCHOWALTERVice ChairPT$0--
BEN WITHHARTChairPT$0--
ADELE MEHTAAssigned Alt-$0--
GREG KONATTreasurerPT$0--
BOBBI CORDANOAssigned Alt-$0--
DEB TAYLORChairPT$0--
JUDITH FAIRBROTHERAssigned Alt-$0--
Filing and Contact Details

Filer

EIN
41-1942542
Phone
6512342251

Signing Officer

Name
Deb Taylor
Title
Chair
Phone
6512342251
Signed
2014-04-23
Discuss with paid preparer
Yes

Preparer

Preparer
Greg Emmerich
Phone
6514811128
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous contract income 4,666 miscellaneous admin income 2,636 cost sharing 1,468 client payments 1,239 total 10,009

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 574 supplies 300 insurance 2,259 dues and subscriptions 1,772 counseling and coaching 38,846 caregiver training 3,948 intake services 15,384 website 900 evaluation 28,250 capi/vss subcontract 26,364 miscellaneous 310 geriatric care management 480 consultation 793 total 120,180

Form 990-ez, Part II, Line 24

Grants receivable 0 18,457 accounts receivable 294 463 prepaid expenses and deferred charges 964 1,295 computer equipment 599 599 less accumulated depreciation 599 599 website 14,510 14,510 less accumulated amortization 12,369 14,510 total 3,399 20,215

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 4,604 7,328 due to affiliates, net 7,522 8,102

Form 990-ez, Part III

Eldercare partners improves the lives of older adults and their family caregivers by providing high quality, easily accessible, community-based services through the collaborative efforts of our member organizations.

Form 990-ez, Part III, Line 28

Eldercare partners caregiver coaching services. Using a formal assessment, these services help family caregivers identify areas of burden and stress, set realistic goals to reduce burden and stress, and maintain or improve personal health, well-being and life balance.

Form 990-ez, Part III, Line 29

Eldercare partners consultation and family meeting facilitation services. These services include professional consultation to assist families in handling difficult situations, locating necessary services, completing applications, dicussing legal and financial issues, navigating the health care/long-term care industry, communicating with doctors, and educating on medical conditions. These services also include family meeting facilitation to help families understand their current situation and plan for the future with open communication and realistic expectations.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ELDERCARE PARTNERS GERIATRIC CARE MANAGEMENT SERVICES. THESE SERVICES WILL HELP FAMILIES DETERMINE IMMEDIATE AND LONG TERM NEEDS FOR AN OLDER ADULT. BOTH A WRITTEN CARE PLAN PACKAGE, AND HOURLY SERVICES ARE AVAILABLE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS CONTRACT INCOME 4,666 MISCELLANEOUS ADMIN INCOME 2,636 COST SHARING 1,468 CLIENT PAYMENTS 1,239 TOTAL 10,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 574 SUPPLIES 300 INSURANCE 2,259 DUES AND SUBSCRIPTIONS 1,772 COUNSELING AND COACHING 38,846 CAREGIVER TRAINING 3,948 INTAKE SERVICES 15,384 WEBSITE 900 EVALUATION 28,250 CAPI/VSS SUBCONTRACT 26,364 MISCELLANEOUS 310 GERIATRIC CARE MANAGEMENT 480 CONSULTATION 793 TOTAL 120,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS RECEIVABLE 0 18,457 ACCOUNTS RECEIVABLE 294 463 PREPAID EXPENSES AND DEFERRED CHARGES 964 1,295 COMPUTER EQUIPMENT 599 599 LESS ACCUMULATED DEPRECIATION 599 599 WEBSITE 14,510 14,510 LESS ACCUMULATED AMORTIZATION 12,369 14,510 TOTAL 3,399 20,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,604 7,328 DUE TO AFFILIATES, NET 7,522 8,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ELDERCARE PARTNERS IMPROVES THE LIVES OF OLDER ADULTS AND THEIR FAMILY CAREGIVERS BY PROVIDING HIGH QUALITY, EASILY ACCESSIBLE, COMMUNITY-BASED SERVICES THROUGH THE COLLABORATIVE EFFORTS OF OUR MEMBER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELDERCARE PARTNERS CAREGIVER COACHING SERVICES. USING A FORMAL ASSESSMENT, THESE SERVICES HELP FAMILY CAREGIVERS IDENTIFY AREAS OF BURDEN AND STRESS, SET REALISTIC GOALS TO REDUCE BURDEN AND STRESS, AND MAINTAIN OR IMPROVE PERSONAL HEALTH, WELL-BEING AND LIFE BALANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ELDERCARE PARTNERS CONSULTATION AND FAMILY MEETING FACILITATION SERVICES. THESE SERVICES INCLUDE PROFESSIONAL CONSULTATION TO ASSIST FAMILIES IN HANDLING DIFFICULT SITUATIONS, LOCATING NECESSARY SERVICES, COMPLETING APPLICATIONS, DICUSSING LEGAL AND FINANCIAL ISSUES, NAVIGATING THE HEALTH CARE/LONG-TERM CARE INDUSTRY, COMMUNICATING WITH DOCTORS, AND EDUCATING ON MEDICAL CONDITIONS. THESE SERVICES ALSO INCLUDE FAMILY MEETING FACILITATION TO HELP FAMILIES UNDERSTAND THEIR CURRENT SITUATION AND PLAN FOR THE FUTURE WITH OPEN COMMUNICATION AND REALISTIC EXPECTATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
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