Civic Intelligence

Supporting Older Adults Through Resources Inc.

990EZ • Fiscal year 2018 • EIN 46-3716967

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 04, 2019

PO Box 1603Frederick, MD 21702

(240) 575-9665

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

61st percentile

8.8%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

9.4%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$43,090

Up $3,720 (+9.4%) from 2017

Net Assets

$43,090

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,147

Down $23,819 (-36%) from 2017

Expenses

Down

$38,427

Down $20,819 (-35%) from 2017

Net Income

Down

$3,720

Down $3,000 (-45%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $32,650Liabilities 2016: $02016Assets 2017: $39,370Liabilities 2017: $02017Assets 2018: $43,090Net Assets 2018: $43,0902018Assets 2019: $27,480Liabilities 2019: $0Net Assets 2019: $27,4802019Assets 2020: $50,457Liabilities 2020: $0Net Assets 2020: $50,4572020Assets 2021: $166,591Liabilities 2021: $0Net Assets 2021: $166,5912021Assets 2022: $139,038Liabilities 2022: $0Net Assets 2022: $139,0382022Assets 2023: $96,276Liabilities 2023: $128Net Assets 2023: $96,1482023Assets 2024: $164,808Liabilities 2024: $0Net Assets 2024: $164,8082024

Highlighted filing

2018

Assets$43,090
Liabilities-
Net Assets$43,090

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $56,036Expenses 2016: $38,703Net Income 2016: $17,3332016Revenue 2017: $65,966Expenses 2017: $59,246Net Income 2017: $6,7202017Revenue 2018: $42,147Expenses 2018: $38,427Net Income 2018: $3,7202018Revenue 2019: $85,928Expenses 2019: $101,538Net Income 2019: -$15,6102019Revenue 2020: $91,839Expenses 2020: $68,862Net Income 2020: $22,9772020Revenue 2021: $219,672Expenses 2021: $103,538Net Income 2021: $116,1342021Revenue 2022: $321,791Expenses 2022: $349,344Net Income 2022: -$27,5532022Revenue 2023: $370,858Expenses 2023: $413,748Net Income 2023: -$42,8902023Revenue 2024: $474,465Expenses 2024: $401,712Net Income 2024: $72,7532024

Highlighted filing

2018

Revenue$42,147
Expenses$38,427
Net Income$3,720
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 4, 2019
Return Version
2018v3.1
Gross Receipts
$44,194
Mission and Program Overview

Mission

Provide financial assistance to seniors

Provide financial assistance to older adults in Frederick County Maryland

Program Services

DescriptionGrantsExpenses
HOUSEHOLD NEEDS FOR SENIORS (INCLUDING FOOD)$0$13,692
MEDICAL EXPENSES$0$11,577
UTILITIES/TRANSPORTATION PAID FOR SENIORS$0$6,973
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie SchultzPresidentPT$0--
Sean O'KeefeVice PresidentPT$0--
Debbie SavageauSecretaryPT$0--
Judy LancasterTreasurerPT$0--
Jason TopperMember-$0--
Terri MasonMember-$0--
John BilleMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Attth$33,298$33,298$2,047$31,251
Total Events$33,298$33,298$2,047$31,251
Filing and Contact Details

Filer

Filer Name
Supporting Older Adults Through Resources Inc
EIN
46-3716967
Phone
2405759665
Address
PO Box 1603, Frederick, MD 21702

Signing Officer

Name
Leslie Schultz
Title
President
Phone
2405759665
Signed
2019-10-04
Discuss with paid preparer
Yes

Preparer

Firm
J Allen & Associates
Address
99 S McCain Dr Ste 2, Frederick, MD 21703
Preparer
Jennifer Allen
Phone
3015246335
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Program Expenses 32242.

Form 990EZ, Part I, Line 16

Insurance 1485.

Form 990EZ, Part I, Line 16

Marketing 662.

Form 990EZ, Part I, Line 16

Office Supplies 572.

Form 990EZ, Part I, Line 16

Dues & Subscriptions

Form 990EZ, Part I, Line 16

Admin Support 2357.

Form 990EZ, Part I, Line 16

Miscellaneous 506.

Form 990EZ, Part I, Line 16

PO Box Rental 96.

Form 990EZ, Part I, Line 16

Development 60.

Form 990EZ, Part I, Line 16

Website 447.

Raw XML Appendix203 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/USAddress/CityNm0Frederick
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021702
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leslie Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sean O'Keefe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debbie Savageau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Judy Lancaster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jason Topper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Terri Mason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Bille
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038427
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial assistance to older adults in Frederick County Maryland
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSEHOLD NEEDS FOR SENIORS (INCLUDING FOOD)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1UTILITIES/TRANSPORTATION PAID FOR SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEDICAL EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02047
IRS990EZ/SpecialEventsNetIncomeLossAmt031251
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038427
IRS990EZ/TotalProgramServiceExpensesAmt032242
IRS990EZ/TotalRevenueAmt042147
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.soarfrederick.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142966
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0188712
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061978
IRS990ScheduleA/Total509Grp/TotalAmt0188712
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188712
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02047
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ATTTH
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033298
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031251
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02047
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expenses 32242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 1485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing 662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Supplies 572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & Subscriptions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Admin Support 2357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PO Box Rental 96.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Development 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Website 447.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02405759665
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Supporting Older Adults Through Resources Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUPP
ReturnHeader/Filer/EIN0463716967
ReturnHeader/Filer/PhoneNum02405759665
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1603
ReturnHeader/Filer/USAddress/CityNm0Frederick
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021702
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0037552CA6056014A6ED1A0EF94BF7046CA53FFCF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F4D5473B86B7683C9F9015A3671979C01E12F7C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.129.3.183
ReturnHeader/FilingSecurityInformation/IPDt02019-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:27:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Allen & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 S McCain Dr Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frederick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021703
ReturnHeader/PreparerPersonGrp/PhoneNum03015246335
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Allen
ReturnHeader/ReturnTs02019-10-05T11:27:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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