Civic Intelligence

Eldercircle

990 • Fiscal year 2020 • EIN 41-1994691

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 14, 2021

400 River Road Suite 1Grand Rapids, MN 55744

(218) 999-9233

Siviq Scores

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

Liabilities / Assets

56th percentile

0.08x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.06x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$77,056

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

80th percentile

43%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.5%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$676,947

Up $202,983 (+43%) from 2019

Net Assets

Up

$623,482

Up $198,774 (+47%) from 2019

Liabilities

Up

$53,465

Up $4,209 (+8.5%) from 2019

Revenue

Up

$892,255

Up $38,266 (+4.5%) from 2019

Expenses

Down

$693,481

Down $46,450 (-6.3%) from 2019

Net Income

Up

$198,774

Up $84,716 (+74%) from 2019

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 2010: $325,995Liabilities 2010: $29,846Net Assets 2010: $296,1492010Assets 2011: $411,038Liabilities 2011: $56,140Net Assets 2011: $354,8982011Assets 2012: $265,424Liabilities 2012: $50,499Net Assets 2012: $214,9252012Assets 2013: $169,547Liabilities 2013: $43,054Net Assets 2013: $126,4932013Assets 2014: $207,542Liabilities 2014: $52,553Net Assets 2014: $154,9892014Assets 2015: $379,066Liabilities 2015: $62,464Net Assets 2015: $316,6022015Assets 2016: $325,247Liabilities 2016: $62,734Net Assets 2016: $262,5132016Assets 2017: $353,035Liabilities 2017: $44,862Net Assets 2017: $308,1732017Assets 2018: $339,827Liabilities 2018: $29,177Net Assets 2018: $310,6502018Assets 2019: $473,964Liabilities 2019: $49,256Net Assets 2019: $424,7082019Assets 2020: $676,947Liabilities 2020: $53,465Net Assets 2020: $623,4822020Assets 2021: $783,631Liabilities 2021: $80,814Net Assets 2021: $702,8172021Assets 2022: $737,190Liabilities 2022: $159,562Net Assets 2022: $577,6282022Assets 2023: $1,076,717Liabilities 2023: $98,965Net Assets 2023: $977,7522023Assets 2024: $1,133,619Liabilities 2024: $256,657Net Assets 2024: $876,9622024

Highlighted filing

2020

Assets$676,947
Liabilities$53,465
Net Assets$623,482

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,043,0122010Revenue 2011: $928,041Expenses 2011: $876,818Net Income 2011: $51,2232011Expenses 2012: $822,9292012Revenue 2013: $689,318Expenses 2013: $777,750Net Income 2013: -$88,4322013Revenue 2014: $1,349,681Expenses 2014: $1,389,323Net Income 2014: -$39,6422014Revenue 2015: $1,163,769Expenses 2015: $1,002,156Net Income 2015: $161,6132015Revenue 2016: $801,711Expenses 2016: $855,800Net Income 2016: -$54,0892016Revenue 2017: $708,945Expenses 2017: $663,285Net Income 2017: $45,6602017Revenue 2018: $776,831Expenses 2018: $774,354Net Income 2018: $2,4772018Revenue 2019: $853,989Expenses 2019: $739,931Net Income 2019: $114,0582019Revenue 2020: $892,255Expenses 2020: $693,481Net Income 2020: $198,7742020Revenue 2021: $872,479Expenses 2021: $793,144Net Income 2021: $79,3352021Revenue 2022: $863,542Expenses 2022: $988,731Net Income 2022: -$125,1892022Revenue 2023: $1,307,668Expenses 2023: $907,544Net Income 2023: $400,1242023Revenue 2024: $813,806Expenses 2024: $914,596Net Income 2024: -$100,7902024

Highlighted filing

2020

Revenue$892,255
Expenses$693,481
Net Income$198,774
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 14, 2021
Return Version
2020v4.0
Gross Receipts
$894,109
Mission and Program Overview

Mission

Empower older adults to maintain active living & healthy independence by providing services, resources & referrals so they may remain in their homes longer

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$176,985$282,288▲ $105,303
Pledges and Grants Receivable$233,035$228,594▼ $4,441
Investments Other Securities$11,836$147,335▲ $135,499
Land, Buildings, and Equipment, Net$26,130$14,649▼ $11,481
Prepaid Expenses and Deferred Charges$3,363$3,443▲ $80
Accounts Receivable$22,615$638▼ $21,977
Total Assets$473,964$676,947▲ $202,983
Liabilities
Accounts Payable and Accrued Expenses$49,256$53,465▲ $4,209
Total Liabilities$49,256$53,465▲ $4,209
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$265,814$395,582▲ $129,768
Net Assets With Donor Restrictions$158,894$227,900▲ $69,006
Total Net Assets Fund Balance$424,708$623,482▲ $198,774
Total Liabilities and Net Assets / Fund Balance$473,964$676,947▲ $202,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,649$77,938$92,587
Other Securities$47,335--
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Renee BymarkExecutive Di$74,812$2,244$77,056

Board Members and Trustees

NameTitle
Thomas McbridePresident
Daniel FosterBoard Member
Hannah ChesnessBoard Member
John SollBoard Member
Lois LangBoard Member
Marn FlickerBoard Member
Nicholas BasarichBoard Member
Teresa ValerioBoard Member
Wendy ChupurdiaBoard Member
Kevin McnicholsSecretary/tr
Ann SmithVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$752,016
Program Service Revenue
$99,512
Investment Income
$4,271
Other Revenue
$36,456
All Other Contributions
$390,374
Change in Net Assets
$198,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$892,255
Revenue Not Reported on Form 990
$1,854
Total Revenue per Audited Statements
$894,109
Total Revenue per Form 990
$892,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$447,937
Other Expenses$215,099
Total Fundraising Expense$34,026
Grants and Similar Amounts Paid$30,445
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$286,412$44,001$1,368$331,781
Current Officers, Directors, Trustees, and Key Employees$19,264$38,528$19,264$77,056
Occupancy$34,287$6,978$3,437$44,702
Office Expenses$27,276$6,243$3,075$36,594
Payroll Taxes$24,087$6,503$1,626$32,216
Grants to Domestic Individuals$30,445--$30,445
Travel$28,897--$28,897
Depreciation Depletion-$11,481-$11,481
Fees for Services Accounting-$8,026-$8,026
Insurance$1,638$3,550$1,748$6,936
Pension Plan Contributions$5,147$1,390$347$6,884
Conferences and Meetings$5,913$181$89$6,183
Advertising$3,313$1,609$792$5,714
Other Expenses$3,005$116$57$3,178
All Other Expenses$435$185$91$711
Fees for Services Other$641--$641
Total Functional Expenses$526,333$133,122$34,026$693,481

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$695,335
Expenses per Audited Statements$693,481
Total Expenses per Form 990$693,481
Expenses Not Reported on Form 990$1,854
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,054
Fundraising Direct Expenses$1,854
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Asking Letter$36,054$36,054$1,854$34,200
Total Events$36,054$36,054$1,854$34,200
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 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
Yes
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, Page 6, Part VI, Line 11B

Reviewed and approved by the executive committee and provided electronically to the entire board of directors prior to filing.

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

The conflicts of interest policies are reviewed and renewed annually. Any such conflicts are identified and addressed based on the policy and certain interests are disclosed as per the policy

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

Executive director has a set of goals as determined by the board of directors. An evaluation is done annually by the executive committee of the board of directors and compensation is determined by the executive committee in conjunction with the finance committee and approved by the board of directors. The board of directors reviews the minnesota council for non-profits salary and wage comparison in conjuntion with the annual salary review.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Eldercircle
EIN
41-1994691
Phone
2189999233
Address
400 RIVER ROAD SUITE 1, GRAND RAPIDS, MN 55744

Signing Officer

Name
Renee Bymark
Title
Executive Director
Phone
2189999233
Signed
2021-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Bymark
Formed
2001
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
30
Volunteers
301

Preparer

Firm
Blake & Lind Cpas Pllc
Address
16 NE 3RD ST, GRAND RAPIDS, MN 55744-2726
Preparer
Sholom R Blake CPA
Phone
2183262879
Supplemental Narrative

Additional Explanations

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

Lawn mowing & snow removal provides assistance for lawn mowing and snow removal for persons 60+ who qualify within income guidelines. Eldercircle maintains a reliable list of providers. Expenses 32,687. Including grants of 30,445. Revenue 25,307. Assisted transportation volunteer drivers provide transportation to/from medical appointments anywhere in minnesota for individuals 60+. Transportation is crucial to ensure access to essential services and the availability of transportation options greatly affects quality of life, including the ability to remain in one's home and stay connected to the community. Expenses 46,329. Including grants of 0. Revenue 5,793. Guardianship eldercircle serves as dedicated trained court-appointed guardians for individuals 50+ who need help making daily life decisions. Most wards have no family, or family is not the best choice, and have been found unable to make daily decisions for themselves. Eldercircle does not provide any financial conservatorships. Expenses 12,668. Including grants of 0. Revenue 0. Health & wellness provides evidence based programming and outreach through a variety of classes, such as matter of balance, chronic disease, self-management, living well with chronic pain, living well with chronic conditions, bone builders and diabetes class. Expenses 24,799. Including grants of 0. Revenue 644. Grocery shopping & delivery a weekly service that offers grocery shopping and delivery for anyone (no age or income guidelines) long term or for short term recovery so adults can remain living independently in their homes. Offered in bigfork, grand rapids, and deer river and nashwauk areas. Expenses 25,325. Including grants of 0. Revenue 0. Support groups eldercircle offers multiple support groups. Support groups are for caregivers of an ailing parent, child, spouse, or other individuals of any age who are likely facing a variety of new responsibilities, many of which are unfamiliar or intimidating. At times, caregivers often feel overwhelmed and alone, and this support group is a safe place to discuss concerns. These groups meet through out itasca and northern st louis county. Expenses 10,588. Including grants of 0. Revenue 0. Caregiver consulting provides family caregivers a personalized service to equip them with knowledge, skills and tools to achieve a balanced lifestyle, while caring for a loved one. Consultants assist caregivers in identifying needs and values, facilitate goal setting, develop personalized strategies, and provide ongoing guidance and support. Caregivers are empowered to maintain balance in their own life while caring for their loved one. Expenses 815. Including grants of 0. Revenue 0. Other accomplishments active living space is a space focused on developing, maintaining and promoting a wide variety of older adult programming and activities, including multigenerational activities. It is a collaborative space with the city of grand rapids, itasca county ymca and eldercircle. Committee on aging is a coordinated monthly meeting comprised of memebers from senior centers throughout itasca county. These meetings rotate at different senior centers and speakers foucs on aging issues and concerns. The members that attend bring the inforamtion back to each center to share. Aging network is a bi-monthly meeting that bring professional together who serve people 55+. Aarp tax aid is a free tax assistance and preparation for low-to- middle income families and individuals of all ages. Although special attention is given to those ages 60 and older, the service is open to members of the community of any age, and aarp membership is not required. Social movability is a collaborative transportation project with mobility mania, itasca life options, aeoa and eldercircle that will offer accessible and affordable rides for social and community engagements after public transit hours focusing on older adults 60+ and differently-abled people of all ages.

Form 990, Part XI, Line 9

Fundraising expenses 1,854 fundraising expenses -1,854

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 1,854

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 1,854

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IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DAY STAY THROUGH A SUPPORTIVE SERVICE SYSTEM THIS PROGRAM ASSISTS PEOPLE EXPERIENCING ISOLATION DUE TO PHYSICAL AND SOCIAL DEMANDS. ADULT DAY SERVICE PROVIDES PARTICIPANTS WITH MEANINGFUL CONNECTION, A SENSE OF BELONGING AND AN ENHANCED QUALITY OF LIFE IN A COMMUNITY SETTING THAT PROVIDES SUPPORT, RECREATION AND ESSENTIAL HEALTH SERVICES. PARTICIPANTS HAVE A CHOICE OF ACTIVITIES, EXERCISE AND SOCIAL INTERACTION WHICH HELP MAINTAIN PHYSICAL AND EMOTIONAL HEALTH AND ENABLE THEM TO REMAIN LIVING IN THEIR HOME AND THEIR COMMUNITY. ANNUALY, APPROXIMATELY 40 PARTICIPANTS AND CAREGIVERS ARE SERVED.
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IRS990/ProgSrvcAccomActy3Grp/Desc0IN-HOME CARE & RESPITE ELDERCIRCLE IS A LICENSED PROVIDER THAT PROVIDES A PERSONALIZED ASSISTANCE TAHT HELPS MAINTAIN AND SUPPORT HEALTHY INDEPENDENT AGING IN THE HOME AND COMMUNITY. OLDER ADULTS CAN ENJOY THEIR DAY-TO-DAY ACTIVITIES SAFELY AND CONFIDENTLY WITH A LITTLE EXTRA HAND FROM A TRAINED IN-HOME CARE COMPANION. AS A LEADER OF IN-HOME SERVICES IN ITASCA COUNTY, ELDERCIRCLE'S IN-HOME SERVICES ALSO PROVIDE CAREGIVERS A RESPITE BREAK & CHANCE TO RECHARGE. ELDERCIRCLE'S LICENSED NON-MEDICAL HOME CARE ENSURES OLDER ADULTS MAINTAIN AS MUCH SELF-SUFFICIENCY AS POSSIBLE, WHILE FAMILY MEMBERS REMAIN AT EASE KNOWING THEIR LOVED ONE IS RECEIVING PERSONAL, TRUSTWORTHY CARE. ANNUALY, ELDERCIRCLE SERVES APPROXIMATELY 100 PARTICIPANTS AND CAREGIVERS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0LAWN MOWING & SNOW REMOVAL PROVIDES ASSISTANCE FOR LAWN MOWING AND SNOW REMOVAL FOR PERSONS 60+ WHO QUALIFY WITHIN INCOME GUIDELINES. ELDERCIRCLE MAINTAINS A RELIABLE LIST OF PROVIDERS. EXPENSES 32,687. INCLUDING GRANTS OF 30,445. REVENUE 25,307. ASSISTED TRANSPORTATION VOLUNTEER DRIVERS PROVIDE TRANSPORTATION TO/FROM MEDICAL APPOINTMENTS ANYWHERE IN MINNESOTA FOR INDIVIDUALS 60+. TRANSPORTATION IS CRUCIAL TO ENSURE ACCESS TO ESSENTIAL SERVICES AND THE AVAILABILITY OF TRANSPORTATION OPTIONS GREATLY AFFECTS QUALITY OF LIFE, INCLUDING THE ABILITY TO REMAIN IN ONE'S HOME AND STAY CONNECTED TO THE COMMUNITY. EXPENSES 46,329. INCLUDING GRANTS OF 0. REVENUE 5,793. GUARDIANSHIP ELDERCIRCLE SERVES AS DEDICATED TRAINED COURT-APPOINTED GUARDIANS FOR INDIVIDUALS 50+ WHO NEED HELP MAKING DAILY LIFE DECISIONS. MOST WARDS HAVE NO FAMILY, OR FAMILY IS NOT THE BEST CHOICE, AND HAVE BEEN FOUND UNABLE TO MAKE DAILY DECISIONS FOR THEMSELVES. ELDERCIRCLE DOES NOT PROVIDE ANY FINANCIAL CONSERVATORSHIPS. EXPENSES 12,668. INCLUDING GRANTS OF 0. REVENUE 0. HEALTH & WELLNESS PROVIDES EVIDENCE BASED PROGRAMMING AND OUTREACH THROUGH A VARIETY OF CLASSES, SUCH AS MATTER OF BALANCE, CHRONIC DISEASE, SELF-MANAGEMENT, LIVING WELL WITH CHRONIC PAIN, LIVING WELL WITH CHRONIC CONDITIONS, BONE BUILDERS AND DIABETES CLASS. EXPENSES 24,799. INCLUDING GRANTS OF 0. REVENUE 644. GROCERY SHOPPING & DELIVERY A WEEKLY SERVICE THAT OFFERS GROCERY SHOPPING AND DELIVERY FOR ANYONE (NO AGE OR INCOME GUIDELINES) LONG TERM OR FOR SHORT TERM RECOVERY SO ADULTS CAN REMAIN LIVING INDEPENDENTLY IN THEIR HOMES. OFFERED IN BIGFORK, GRAND RAPIDS, AND DEER RIVER AND NASHWAUK AREAS. EXPENSES 25,325. INCLUDING GRANTS OF 0. REVENUE 0. SUPPORT GROUPS ELDERCIRCLE OFFERS MULTIPLE SUPPORT GROUPS. SUPPORT GROUPS ARE FOR CAREGIVERS OF AN AILING PARENT, CHILD, SPOUSE, OR OTHER INDIVIDUALS OF ANY AGE WHO ARE LIKELY FACING A VARIETY OF NEW RESPONSIBILITIES, MANY OF WHICH ARE UNFAMILIAR OR INTIMIDATING. AT TIMES, CAREGIVERS OFTEN FEEL OVERWHELMED AND ALONE, AND THIS SUPPORT GROUP IS A SAFE PLACE TO DISCUSS CONCERNS. THESE GROUPS MEET THROUGH OUT ITASCA AND NORTHERN ST LOUIS COUNTY. EXPENSES 10,588. INCLUDING GRANTS OF 0. REVENUE 0. CAREGIVER CONSULTING PROVIDES FAMILY CAREGIVERS A PERSONALIZED SERVICE TO EQUIP THEM WITH KNOWLEDGE, SKILLS AND TOOLS TO ACHIEVE A BALANCED LIFESTYLE, WHILE CARING FOR A LOVED ONE. CONSULTANTS ASSIST CAREGIVERS IN IDENTIFYING NEEDS AND VALUES, FACILITATE GOAL SETTING, DEVELOP PERSONALIZED STRATEGIES, AND PROVIDE ONGOING GUIDANCE AND SUPPORT. CAREGIVERS ARE EMPOWERED TO MAINTAIN BALANCE IN THEIR OWN LIFE WHILE CARING FOR THEIR LOVED ONE. EXPENSES 815. INCLUDING GRANTS OF 0. REVENUE 0. OTHER ACCOMPLISHMENTS ACTIVE LIVING SPACE IS A SPACE FOCUSED ON DEVELOPING, MAINTAINING AND PROMOTING A WIDE VARIETY OF OLDER ADULT PROGRAMMING AND ACTIVITIES, INCLUDING MULTIGENERATIONAL ACTIVITIES. IT IS A COLLABORATIVE SPACE WITH THE CITY OF GRAND RAPIDS, ITASCA COUNTY YMCA AND ELDERCIRCLE. COMMITTEE ON AGING IS A COORDINATED MONTHLY MEETING COMPRISED OF MEMEBERS FROM SENIOR CENTERS THROUGHOUT ITASCA COUNTY. THESE MEETINGS ROTATE AT DIFFERENT SENIOR CENTERS AND SPEAKERS FOUCS ON AGING ISSUES AND CONCERNS. THE MEMBERS THAT ATTEND BRING THE INFORAMTION BACK TO EACH CENTER TO SHARE. AGING NETWORK IS A BI-MONTHLY MEETING THAT BRING PROFESSIONAL TOGETHER WHO SERVE PEOPLE 55+. AARP TAX AID IS A FREE TAX ASSISTANCE AND PREPARATION FOR LOW-TO- MIDDLE INCOME FAMILIES AND INDIVIDUALS OF ALL AGES. ALTHOUGH SPECIAL ATTENTION IS GIVEN TO THOSE AGES 60 AND OLDER, THE SERVICE IS OPEN TO MEMBERS OF THE COMMUNITY OF ANY AGE, AND AARP MEMBERSHIP IS NOT REQUIRED. SOCIAL MOVABILITY IS A COLLABORATIVE TRANSPORTATION PROJECT WITH MOBILITY MANIA, ITASCA LIFE OPTIONS, AEOA AND ELDERCIRCLE THAT WILL OFFER ACCESSIBLE AND AFFORDABLE RIDES FOR SOCIAL AND COMMUNITY ENGAGEMENTS AFTER PUBLIC TRANSIT HOURS FOCUSING ON OLDER ADULTS 60+ AND DIFFERENTLY-ABLED PEOPLE OF ALL AGES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 1,854
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 1,854
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STIPENDS ARE PAID TO LAWN MOWING AND SNOW REMOVAL PROVIDERS. THESE STIPENDS ARE PAID ON A PER TIME OF SERVICE AND SUBMITTED TO ELDERCIRCLE FOR APPROVAL AND PROCESSING. STIPEND AMOUNT IS BASED ON THE SIZE OF LAWN MOWED OR THE AMOUNT OF SNOW REMOVAL REQUIRED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAWN MOWING & SNOW REMOVAL PROVIDES ASSISTANCE FOR LAWN MOWING AND SNOW REMOVAL FOR PERSONS 60+ WHO QUALIFY WITHIN INCOME GUIDELINES. ELDERCIRCLE MAINTAINS A RELIABLE LIST OF PROVIDERS. EXPENSES 32,687. INCLUDING GRANTS OF 30,445. REVENUE 25,307. ASSISTED TRANSPORTATION VOLUNTEER DRIVERS PROVIDE TRANSPORTATION TO/FROM MEDICAL APPOINTMENTS ANYWHERE IN MINNESOTA FOR INDIVIDUALS 60+. TRANSPORTATION IS CRUCIAL TO ENSURE ACCESS TO ESSENTIAL SERVICES AND THE AVAILABILITY OF TRANSPORTATION OPTIONS GREATLY AFFECTS QUALITY OF LIFE, INCLUDING THE ABILITY TO REMAIN IN ONE'S HOME AND STAY CONNECTED TO THE COMMUNITY. EXPENSES 46,329. INCLUDING GRANTS OF 0. REVENUE 5,793. GUARDIANSHIP ELDERCIRCLE SERVES AS DEDICATED TRAINED COURT-APPOINTED GUARDIANS FOR INDIVIDUALS 50+ WHO NEED HELP MAKING DAILY LIFE DECISIONS. MOST WARDS HAVE NO FAMILY, OR FAMILY IS NOT THE BEST CHOICE, AND HAVE BEEN FOUND UNABLE TO MAKE DAILY DECISIONS FOR THEMSELVES. ELDERCIRCLE DOES NOT PROVIDE ANY FINANCIAL CONSERVATORSHIPS. EXPENSES 12,668. INCLUDING GRANTS OF 0. REVENUE 0. HEALTH & WELLNESS PROVIDES EVIDENCE BASED PROGRAMMING AND OUTREACH THROUGH A VARIETY OF CLASSES, SUCH AS MATTER OF BALANCE, CHRONIC DISEASE, SELF-MANAGEMENT, LIVING WELL WITH CHRONIC PAIN, LIVING WELL WITH CHRONIC CONDITIONS, BONE BUILDERS AND DIABETES CLASS. EXPENSES 24,799. INCLUDING GRANTS OF 0. REVENUE 644. GROCERY SHOPPING & DELIVERY A WEEKLY SERVICE THAT OFFERS GROCERY SHOPPING AND DELIVERY FOR ANYONE (NO AGE OR INCOME GUIDELINES) LONG TERM OR FOR SHORT TERM RECOVERY SO ADULTS CAN REMAIN LIVING INDEPENDENTLY IN THEIR HOMES. OFFERED IN BIGFORK, GRAND RAPIDS, AND DEER RIVER AND NASHWAUK AREAS. EXPENSES 25,325. INCLUDING GRANTS OF 0. REVENUE 0. SUPPORT GROUPS ELDERCIRCLE OFFERS MULTIPLE SUPPORT GROUPS. SUPPORT GROUPS ARE FOR CAREGIVERS OF AN AILING PARENT, CHILD, SPOUSE, OR OTHER INDIVIDUALS OF ANY AGE WHO ARE LIKELY FACING A VARIETY OF NEW RESPONSIBILITIES, MANY OF WHICH ARE UNFAMILIAR OR INTIMIDATING. AT TIMES, CAREGIVERS OFTEN FEEL OVERWHELMED AND ALONE, AND THIS SUPPORT GROUP IS A SAFE PLACE TO DISCUSS CONCERNS. THESE GROUPS MEET THROUGH OUT ITASCA AND NORTHERN ST LOUIS COUNTY. EXPENSES 10,588. INCLUDING GRANTS OF 0. REVENUE 0. CAREGIVER CONSULTING PROVIDES FAMILY CAREGIVERS A PERSONALIZED SERVICE TO EQUIP THEM WITH KNOWLEDGE, SKILLS AND TOOLS TO ACHIEVE A BALANCED LIFESTYLE, WHILE CARING FOR A LOVED ONE. CONSULTANTS ASSIST CAREGIVERS IN IDENTIFYING NEEDS AND VALUES, FACILITATE GOAL SETTING, DEVELOP PERSONALIZED STRATEGIES, AND PROVIDE ONGOING GUIDANCE AND SUPPORT. CAREGIVERS ARE EMPOWERED TO MAINTAIN BALANCE IN THEIR OWN LIFE WHILE CARING FOR THEIR LOVED ONE. EXPENSES 815. INCLUDING GRANTS OF 0. REVENUE 0. OTHER ACCOMPLISHMENTS ACTIVE LIVING SPACE IS A SPACE FOCUSED ON DEVELOPING, MAINTAINING AND PROMOTING A WIDE VARIETY OF OLDER ADULT PROGRAMMING AND ACTIVITIES, INCLUDING MULTIGENERATIONAL ACTIVITIES. IT IS A COLLABORATIVE SPACE WITH THE CITY OF GRAND RAPIDS, ITASCA COUNTY YMCA AND ELDERCIRCLE. COMMITTEE ON AGING IS A COORDINATED MONTHLY MEETING COMPRISED OF MEMEBERS FROM SENIOR CENTERS THROUGHOUT ITASCA COUNTY. THESE MEETINGS ROTATE AT DIFFERENT SENIOR CENTERS AND SPEAKERS FOUCS ON AGING ISSUES AND CONCERNS. THE MEMBERS THAT ATTEND BRING THE INFORAMTION BACK TO EACH CENTER TO SHARE. AGING NETWORK IS A BI-MONTHLY MEETING THAT BRING PROFESSIONAL TOGETHER WHO SERVE PEOPLE 55+. AARP TAX AID IS A FREE TAX ASSISTANCE AND PREPARATION FOR LOW-TO- MIDDLE INCOME FAMILIES AND INDIVIDUALS OF ALL AGES. ALTHOUGH SPECIAL ATTENTION IS GIVEN TO THOSE AGES 60 AND OLDER, THE SERVICE IS OPEN TO MEMBERS OF THE COMMUNITY OF ANY AGE, AND AARP MEMBERSHIP IS NOT REQUIRED. SOCIAL MOVABILITY IS A COLLABORATIVE TRANSPORTATION PROJECT WITH MOBILITY MANIA, ITASCA LIFE OPTIONS, AEOA AND ELDERCIRCLE THAT WILL OFFER ACCESSIBLE AND AFFORDABLE RIDES FOR SOCIAL AND COMMUNITY ENGAGEMENTS AFTER PUBLIC TRANSIT HOURS FOCUSING ON OLDER ADULTS 60+ AND DIFFERENTLY-ABLED PEOPLE OF ALL AGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICTS OF INTEREST POLICIES ARE REVIEWED AND RENEWED ANNUALLY. ANY SUCH CONFLICTS ARE IDENTIFIED AND ADDRESSED BASED ON THE POLICY AND CERTAIN INTERESTS ARE DISCLOSED AS PER THE POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR HAS A SET OF GOALS AS DETERMINED BY THE BOARD OF DIRECTORS. AN EVALUATION IS DONE ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE IN CONJUNCTION WITH THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THE MINNESOTA COUNCIL FOR NON-PROFITS SALARY AND WAGE COMPARISON IN CONJUNTION WITH THE ANNUAL SALARY REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.26$0.88$0.81$0.91$0.10
2023Summary only. Only limited summary data is available for this year.$1.08$0.10$0.98$1.31$0.91$0.40
2022Summary only. Only limited summary data is available for this year.$0.74$0.16$0.58$0.86$0.99$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.08$0.70$0.87$0.79$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.05$0.62$0.89$0.69$0.20
2019Summary only. Only limited summary data is available for this year.$0.47$0.05$0.42$0.85$0.74$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.03$0.31$0.78$0.77$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.04$0.31$0.71$0.66$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.06$0.26$0.80$0.86$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.06$0.32$1.16$1.00$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.15$1.35$1.39$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.04$0.13$0.69$0.78$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.05$0.21$0.82
2011Summary only. Only limited summary data is available for this year.$0.41$0.06$0.35$0.93$0.88$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.03$0.30$1.04
Peer Organizations

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