Civic Intelligence

Chickasaw County Council on Aging Inc.

990EZ • Fiscal year 2017 • EIN 42-1217261

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 26, 2018

301 N WaterNew Hampton, IA 50659

(641) 394-3173

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

97th percentile

452%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.7%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$142,317

Up $116,547 (+452%) from 2016

Net Assets

Up

$142,317

Up $116,547 (+452%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$82,099

Down $603 (-0.7%) from 2016

Expenses

Up

$81,381

Up $317 (+0.4%) from 2016

Net Income

Down

$718

Down $920 (-56%) from 2016

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 2011: $1,081,892Liabilities 2011: $02011Assets 2012: $1,098,152Liabilities 2012: $0Net Assets 2012: $1,098,1522012Assets 2013: $21,204Net Assets 2013: $21,2042013Assets 2014: $21,958Net Assets 2014: $21,9582014Assets 2015: $24,132Net Assets 2015: $24,1322015Assets 2016: $25,770Net Assets 2016: $25,7702016Assets 2017: $142,317Net Assets 2017: $142,3172017Assets 2018: $1,198,255Liabilities 2018: $0Net Assets 2018: $1,198,2552018Assets 2019: $1,149,002Liabilities 2019: $0Net Assets 2019: $1,149,0022019Assets 2020: $1,122,538Liabilities 2020: $11,600Net Assets 2020: $1,110,9382020Assets 2021: $1,077,935Liabilities 2021: $0Net Assets 2021: $1,077,9352021Assets 2022: $1,031,511Liabilities 2022: $0Net Assets 2022: $1,031,5112022Assets 2023: $1,000,790Liabilities 2023: $0Net Assets 2023: $1,000,7902023Assets 2025: $1,138,688Liabilities 2025: $0Net Assets 2025: $1,138,6882025

Highlighted filing

2017

Assets$142,317
Liabilities-
Net Assets$142,317

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $73,013Expenses 2011: $73,270Net Income 2011: -$2572011Revenue 2012: $76,822Expenses 2012: $76,831Net Income 2012: -$92012Revenue 2013: $70,344Expenses 2013: $65,144Net Income 2013: $5,2002013Revenue 2014: $68,330Expenses 2014: $67,576Net Income 2014: $7542014Revenue 2015: $86,365Expenses 2015: $84,191Net Income 2015: $2,1742015Revenue 2016: $82,702Expenses 2016: $81,064Net Income 2016: $1,6382016Revenue 2017: $82,099Expenses 2017: $81,381Net Income 2017: $7182017Revenue 2018: $100,929Expenses 2018: $123,832Net Income 2018: -$22,9032018Revenue 2019: $73,880Expenses 2019: $125,327Net Income 2019: -$51,4472019Revenue 2020: $98,665Expenses 2020: $135,103Net Income 2020: -$36,4382020Revenue 2021: $97,956Expenses 2021: $130,959Net Income 2021: -$33,0032021Revenue 2022: $165,450Expenses 2022: $211,874Net Income 2022: -$46,4242022Revenue 2023: $144,413Expenses 2023: $161,339Net Income 2023: -$16,9262023Revenue 2025: $296,381Expenses 2025: $150,136Net Income 2025: $146,2452025

Highlighted filing

2017

Revenue$82,099
Expenses$81,381
Net Income$718
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 26, 2018
Return Version
2016v3.1
Gross Receipts
$92,377
Mission and Program Overview

Mission

A place for everyone to gather, learn, and enjoy life. We provide social and cultural events as well as transportation and noon meals monday through friday. There is a low-cost transportation from home/nursing homes/daycare centers to school, work, retailers, medical appointments, recreational or educational opportunities, etc. In community. People can rent building for use.

Program Services

DescriptionGrantsExpenses
A PLACE FOR EVERYONE TO GATHER, LEARN, AND ENJOY LIFE. WE PROVIDE SOCIAL AND CULTURAL EVENTS AS WELL AS NOON MEALS MONDAY THROUGH FRIDAY. PEOPLE CAN RENT BUILDING FOR USE.-$45,378
LOW-COST TRANSPORTATION FROM HOME/NURSING HOMES/DAYCARE CENTERS TO SCHOOL, WORK, RETAILERS, MEDICAL APPOINTMENTS, RECREATIONAL OR EDUCATIONAL OPPORTUNITIES, ETC. IN COMMUNITY.-$36,003
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILEE CHRISTENSENPresident-$0--
GERI OLTROGGESecretary-$0--
MIKE CARLINTreasurer-$0--
JAN SHERIDANBoard Member-$0--
BILL SINWELLBoard Member-$0--
ELAINE KNUTSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$15,375$15,375$10,278$5,097
Total Events$15,375$15,375$10,278$5,097
Filing and Contact Details

Filer

Filer Name
Chickasaw County Council on Aging
EIN
42-1217261
Phone
6413943173
Address
301 N WATER, NEW HAMPTON, IA 50659

Signing Officer

Name
Marilee Christensen
Title
President
Phone
6413943173
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Hacker Nelson & Co Pc
Address
9 NORTH LOCUST, NEW HAMPTON, IA 50659
Preparer
Joseph a Bouska
Phone
6413942245
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Transportation fuel 4,516 insurance 2,716 supplies 580 maintenance 3,220 event center advertising 568 office supplies 1,869 insurance 5,433 maintenance 6,790 total 25,692

Form 990-ez, Part I, Line 20

Prior period adjustment 115,829

Form 990-ez, Part III

A place for everyone to gather, learn, and enjoy life. We provide social and cultural events as well as transportation and noon meals monday through friday. There is a low-cost transportation from home/nursing homes/daycare centers to school, work, retailers, medical appointments, recreational or educational opportunities, etc. In community. People can rent building for use.

Raw XML Appendix154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06413943173
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 N WATER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW HAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050659
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IRS990EZ/ExcessOrDeficitForYearAmt0718
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0685
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142317
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IRS990EZ/GrossReceiptsAmt092377
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt03546
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025770
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IRS990EZ/OccupancyRentUtltsAndMaintAmt010718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILEE CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GERI OLTROGGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE CARLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAN SHERIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL SINWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELAINE KNUTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0115829
IRS990EZ/OtherExpensesTotalAmt025692
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PLACE FOR EVERYONE TO GATHER, LEARN, AND ENJOY LIFE. WE PROVIDE SOCIAL AND CULTURAL EVENTS AS WELL AS TRANSPORTATION AND NOON MEALS MONDAY THROUGH FRIDAY. THERE IS A LOW-COST TRANSPORTATION FROM HOME/NURSING HOMES/DAYCARE CENTERS TO SCHOOL, WORK, RETAILERS, MEDICAL APPOINTMENTS, RECREATIONAL OR EDUCATIONAL OPPORTUNITIES, ETC. IN COMMUNITY. PEOPLE CAN RENT BUILDING FOR USE.
IRS990EZ/ProgramServiceRevenueAmt040962
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOW-COST TRANSPORTATION FROM HOME/NURSING HOMES/DAYCARE CENTERS TO SCHOOL, WORK, RETAILERS, MEDICAL APPOINTMENTS, RECREATIONAL OR EDUCATIONAL OPPORTUNITIES, ETC. IN COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A PLACE FOR EVERYONE TO GATHER, LEARN, AND ENJOY LIFE. WE PROVIDE SOCIAL AND CULTURAL EVENTS AS WELL AS NOON MEALS MONDAY THROUGH FRIDAY. PEOPLE CAN RENT BUILDING FOR USE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036003
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145378
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt044286
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt05097
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081381
IRS990EZ/TotalProgramServiceExpensesAmt081381
IRS990EZ/TotalRevenueAmt082099
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039458
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032494
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0183502
IRS990ScheduleA/TotalSupportAmt0183502
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015375
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSPORTATION FUEL 4,516 INSURANCE 2,716 SUPPLIES 580 MAINTENANCE 3,220 EVENT CENTER ADVERTISING 568 OFFICE SUPPLIES 1,869 INSURANCE 5,433 MAINTENANCE 6,790 TOTAL 25,692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 115,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A PLACE FOR EVERYONE TO GATHER, LEARN, AND ENJOY LIFE. WE PROVIDE SOCIAL AND CULTURAL EVENTS AS WELL AS TRANSPORTATION AND NOON MEALS MONDAY THROUGH FRIDAY. THERE IS A LOW-COST TRANSPORTATION FROM HOME/NURSING HOMES/DAYCARE CENTERS TO SCHOOL, WORK, RETAILERS, MEDICAL APPOINTMENTS, RECREATIONAL OR EDUCATIONAL OPPORTUNITIES, ETC. IN COMMUNITY. PEOPLE CAN RENT BUILDING FOR USE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILEE CHRISTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06413943173
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHICKASAW COUNTY COUNCIL ON AGING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0421217261
ReturnHeader/Filer/PhoneNum06413943173
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 N WATER
ReturnHeader/Filer/USAddress/CityNm0NEW HAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050659
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050D5D775B2B242B87C53B1D436A72752E08A8141
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050D5D775B2B242B87C53B1D436A72752E08A8141
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421040336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKER NELSON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 NORTH LOCUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050659
ReturnHeader/PreparerPersonGrp/PhoneNum06413942245
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A BOUSKA
ReturnHeader/ReturnTs02018-05-02T09:36:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.30$0.15$0.15
2023Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.14$0.16$0.02
2022Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.17$0.21$0.05
2021Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.10$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.01$1.11$0.10$0.14$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.07$0.13$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.10$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.09$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.07$0.07$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.07$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.08$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$0.07$0.07$0.00