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990EZ • Fiscal year 2014 • EIN 45-3336387

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

6995 Mariann DriveEden Prairie, MN 55346

(952) 215-7052

Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-96%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$33,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 91.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

3rd percentile

-84%

Faster asset growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$3,245

Down $17,524 (-84%) from 2013

Net Assets

Down

$2,646

Down $17,926 (-87%) from 2013

Liabilities

Up

$599

Up $402 (+204%) from 2013

Revenue

Up

$36,115

Up $8,725 (+32%) from 2013

Expenses

Up

$70,826

Up $6,384 (+9.9%) from 2013

Net Income

Up

-$34,711

Up $2,341 (+6.3%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2013: $20,769Liabilities 2013: $197Net Assets 2013: $20,5722013Assets 2014: $3,245Liabilities 2014: $599Net Assets 2014: $2,6462014Assets 2017: $19,264Liabilities 2017: -$92017Assets 2018: $35,479Liabilities 2018: $02018Assets 2019: $51,321Liabilities 2019: $0Net Assets 2019: $51,3212019Assets 2020: $61,695Liabilities 2020: $25,0122020Assets 2021: $179,377Liabilities 2021: $24,904Net Assets 2021: $154,4732021Assets 2022: $193,855Liabilities 2022: $24,704Net Assets 2022: $169,1512022Assets 2023: $184,512Liabilities 2023: $24,054Net Assets 2023: $160,4582023Assets 2024: $115,859Liabilities 2024: $24,428Net Assets 2024: $91,4312024

Highlighted filing

2014

Assets$3,245
Liabilities$599
Net Assets$2,646

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $27,390Expenses 2013: $64,442Net Income 2013: -$37,0522013Revenue 2014: $36,115Expenses 2014: $70,826Net Income 2014: -$34,7112014Revenue 2017: $64,165Expenses 2017: $51,387Net Income 2017: $12,7782017Revenue 2018: $67,637Expenses 2018: $52,486Net Income 2018: $15,1512018Revenue 2019: $93,842Expenses 2019: $78,863Net Income 2019: $14,9792019Revenue 2020: $72,454Expenses 2020: $87,092Net Income 2020: -$14,6382020Revenue 2021: $261,751Expenses 2021: $143,961Net Income 2021: $117,7902021Revenue 2022: $259,351Expenses 2022: $244,673Net Income 2022: $14,6782022Revenue 2023: $333,901Expenses 2023: $342,594Net Income 2023: -$8,6932023Revenue 2024: $287,038Expenses 2024: $356,065Net Income 2024: -$69,0272024

Highlighted filing

2014

Revenue$36,115
Expenses$70,826
Net Income-$34,711
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$36,814
Mission and Program Overview

Mission

As a faith-in-action non-profit, we renew hope for seniors and caregivers, strengthen families and make our communities better places to live.

To provide health promotion programs and economic security for seniors including benefits counseling, housing options counseling, assisting individuals filling out benefit applications, and job placement services/staffing services.

Program Services

DescriptionGrantsExpenses
HEALTH PROMOTION PROGRAMS: APPARENTPLAN'S MISSION IS TO CHANGE THE LIFE AND HEALTH TRAJECTORY FOR OLDER ADULTS THROUGH HEALTH PROMOTION PROGRAMS FOCUSED ON FALLS PREVENTION, NUTRITION, CHRONIC DISEASE SELF-MANAGEMENT, AND INCREASED PHYSICAL ACTIVITY. APPARENTPLAN CURRENTLY OFFERS 7 HEALTH PROMOTION PROGRAMS PER WEEK IN FOUR LOCATIONS: MINNEAPOLIS, RICHFIELD, BLOOMINGTON, AND BURNSVILLE. OVER 240 INDIVIDUALS ATTENDED OUR TAI CHI AND NUTRITION HEALTH PROMOTION PROGRAMS.-$21,381
MEDICARE AND BENEFIT ADVOCACY: APPARENTPLAN PROVIDES HANDS-ON ASSISTANCE TO OLDER ADULTS WHO ARE STRUGGLING WITH BENEFITS AND NEED ACCESS TO BENEFITS. APPARENTPLAN HAS HELPED CLIENTS IDENTIFY AND/OR APPLY FOR OVER 600,000 IN BENEFITS FOR WHICH THEY WERE ELIGIBLE.-$107
CAREGIVER SUPPORT: APPARENTPLAN PROVIDES SUPPORT FOR CAREGIVERS, PARTICULARLY DURING TIMES OF TRANSITION. WE ADVOCATE FOR THE PATIENT TO ENSURE THEY ARE RECEIVING THE BEST POSSIBLE CARE. WE PROVIDE CARE MANAGEMENT SERVICES SUPPORTING THE CAREGIVER WITH CAREGIVING TASKS.-$107
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY KEIBLERExecutive DiFT$33,000-$33,000
MATT HANISHBoard Chair-$0--
WILLIAM HNATHTreasurer-$0--
DOTTI COBBSecretary-$0--
LIZ LOPEZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Apparentplan
EIN
45-3336387
Phone
9522157052
Address
6995 MARIANN DRIVE, EDEN PRAIRIE, MN 55346

Signing Officer

Name
Tracy Keibler
Title
Director
Phone
9522157052
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Boyum & Barenscheer Pllp
Address
3050 METRO DR STE 200, MINNEAPOLIS, MN 55425-1547
Preparer
Jeanne Bolz
Phone
9528544244
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses administrative expenses 2,741 other expenses 956 personnel expenses 2,996 program expenses 5,218 total 11,911

Form 990-ez, Part I, Line 20

In kind contributions 16,785

Form 990-ez, Part II, Line 24

Inventories for sale or use 279 351 total 279 351

Form 990-ez, Part II, Line 26

Due to employee 170 599 sales tax payable 27 0

Form 990-ez, Part III

To provide health promotion programs and economic security for seniors including benefits counseling, housing options counseling, assisting individuals filling out benefit applications, and job placement services/staffing services.

Form 990-ez, Part III, Line 28

Health promotion programs: apparentplan's mission is to change the life and health trajectory for older adults through health promotion programs focused on falls prevention, nutrition, chronic disease self-management, and increased physical activity. Apparentplan currently offers 7 health promotion programs per week in four locations: minneapolis, richfield, bloomington, and burnsville. Over 240 individuals attended our tai chi and nutrition health promotion programs.

Form 990-ez, Part III, Line 29

Medicare and benefit advocacy: apparentplan provides hands-on assistance to older adults who are struggling with benefits and need access to benefits. Apparentplan has helped clients identify and/or apply for over 600,000 in benefits for which they were eligible.

Form 990-ez, Part III, Line 30

Caregiver support: apparentplan provides support for caregivers, particularly during times of transition. We advocate for the patient to ensure they are receiving the best possible care. We provide care management services supporting the caregiver with caregiving tasks.

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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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEDICARE AND BENEFIT ADVOCACY: APPARENTPLAN PROVIDES HANDS-ON ASSISTANCE TO OLDER ADULTS WHO ARE STRUGGLING WITH BENEFITS AND NEED ACCESS TO BENEFITS. APPARENTPLAN HAS HELPED CLIENTS IDENTIFY AND/OR APPLY FOR OVER 600,000 IN BENEFITS FOR WHICH THEY WERE ELIGIBLE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSES 2,741 OTHER EXPENSES 956 PERSONNEL EXPENSES 2,996 PROGRAM EXPENSES 5,218 TOTAL 11,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN KIND CONTRIBUTIONS 16,785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 279 351 TOTAL 279 351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO EMPLOYEE 170 599 SALES TAX PAYABLE 27 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE HEALTH PROMOTION PROGRAMS AND ECONOMIC SECURITY FOR SENIORS INCLUDING BENEFITS COUNSELING, HOUSING OPTIONS COUNSELING, ASSISTING INDIVIDUALS FILLING OUT BENEFIT APPLICATIONS, AND JOB PLACEMENT SERVICES/STAFFING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HEALTH PROMOTION PROGRAMS: APPARENTPLAN'S MISSION IS TO CHANGE THE LIFE AND HEALTH TRAJECTORY FOR OLDER ADULTS THROUGH HEALTH PROMOTION PROGRAMS FOCUSED ON FALLS PREVENTION, NUTRITION, CHRONIC DISEASE SELF-MANAGEMENT, AND INCREASED PHYSICAL ACTIVITY. APPARENTPLAN CURRENTLY OFFERS 7 HEALTH PROMOTION PROGRAMS PER WEEK IN FOUR LOCATIONS: MINNEAPOLIS, RICHFIELD, BLOOMINGTON, AND BURNSVILLE. OVER 240 INDIVIDUALS ATTENDED OUR TAI CHI AND NUTRITION HEALTH PROMOTION PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEDICARE AND BENEFIT ADVOCACY: APPARENTPLAN PROVIDES HANDS-ON ASSISTANCE TO OLDER ADULTS WHO ARE STRUGGLING WITH BENEFITS AND NEED ACCESS TO BENEFITS. APPARENTPLAN HAS HELPED CLIENTS IDENTIFY AND/OR APPLY FOR OVER 600,000 IN BENEFITS FOR WHICH THEY WERE ELIGIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CAREGIVER SUPPORT: APPARENTPLAN PROVIDES SUPPORT FOR CAREGIVERS, PARTICULARLY DURING TIMES OF TRANSITION. WE ADVOCATE FOR THE PATIENT TO ENSURE THEY ARE RECEIVING THE BEST POSSIBLE CARE. WE PROVIDE CARE MANAGEMENT SERVICES SUPPORTING THE CAREGIVER WITH CAREGIVING TASKS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09522157052
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPARENTPLAN
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ReturnHeader/Filer/EIN0453336387
ReturnHeader/Filer/PhoneNum09522157052
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ReturnHeader/Filer/USAddress/CityNm0EDEN PRAIRIE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0416192096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYUM & BARENSCHEER PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 METRO DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554251547
ReturnHeader/PreparerPersonGrp/PhoneNum09528544244
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE BOLZ
ReturnHeader/ReturnTs02015-05-14T13:42:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits