Civic Intelligence

Supporting Older Adults Through Resources Inc.

990EZ • Fiscal year 2019 • EIN 46-3716967

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profilesoarfrederick.org
PO Box 1603Frederick, MD 21702

(301) 748-1292

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

104%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$27,480

Down $15,610 (-36%) from 2018

Net Assets

Down

$27,480

Down $15,610 (-36%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Up

$85,928

Up $43,781 (+104%) from 2018

Expenses

Up

$101,538

Up $63,111 (+164%) from 2018

Net Income

Down

-$15,610

Down $19,330 (-520%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2019

Assets$27,480
Liabilities$0
Net Assets$27,480
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

2019

Revenue$85,928
Expenses$101,538
Net Income-$15,610
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.1
Gross Receipts
$91,910
Mission and Program Overview

Mission

Provide financial assistance to seniors

Program Services

DescriptionGrantsExpenses
Household needs for seniors including food-$30,222
Medical expenses-$24,312
Utilities and transporation paid for seniors-$14,821
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie SchultzPresidentPT$0--
Sean OKeefeVice PresidentPT$0--
Debbie SavageauSecretaryPT$0--
Judy LancasterTreasurerPT$0--
Jason TopperBoard Member-$0--
Terri MasonBoard Member-$0--
John BilleBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Attth$49,907$49,907$5,982$43,925
Total Events$49,907$49,907$5,982$43,925
Filing and Contact Details

Filer

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

Signing Officer

Name
Judy Lancaster
Title
Treasurer
Phone
3017481292
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
J Allen & Associates
Address
PO Box 2049, Frederick, MD 21702
Preparer
Jennifer Allen
Phone
3015246335
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountProgram Expenses 69,355Dues 390Meetings 472Insurance 1,532Marketing 69Office Expense 1,491Telephone 407Website 2,611Merchant Fees 561Reimbursement to President 23,200”

Raw XML Appendix188 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021702
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leslie Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sean OKeefe
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/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0100088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial assistance to seniors
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Household needs for seniors including food
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Utilities and transporation paid for seniors
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Medical expenses
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114821
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05982
IRS990EZ/SpecialEventsNetIncomeLossAmt043925
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101538
IRS990EZ/TotalProgramServiceExpensesAmt069355
IRS990EZ/TotalRevenueAmt085928
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0soarfrederick.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065377
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0192873
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0280622
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061978
IRS990ScheduleA/Total509Grp/TotalAmt0280622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280622
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05982
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ATTTH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049907
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049907
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043925
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05982
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05982
IRS990ScheduleG/LicensedStatesCd0MD
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram Expenses 69,355Dues 390Meetings 472Insurance 1,532Marketing 69Office Expense 1,491Telephone 407Website 2,611Merchant Fees 561Reimbursement to President 23,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Lancaster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03017481292
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Supporting Older Adults Through Resources Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUPP
ReturnHeader/Filer/EIN0463716967
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1603
ReturnHeader/Filer/USAddress/CityNm0Frederick
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021702
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.129.3.183
ReturnHeader/FilingSecurityInformation/IPDt02020-06-22
ReturnHeader/FilingSecurityInformation/IPTm011:06:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813737236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Allen & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2049
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frederick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021702
ReturnHeader/PreparerPersonGrp/PhoneNum03015246335
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Allen
ReturnHeader/ReturnTs02020-06-22T11:04:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,480
Liabilities
$0
Net assets
$27,480
Revenue
$85,928
Expenses
$101,538
Net income
-$15,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$4.74$4.02$0.73
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$3.71$4.14$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$3.22$3.49$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$2.20$1.04$1.16
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.92$0.69$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.86$1.02$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.42$0.38$0.04
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.66$0.59$0.07
2016Summary only. Only limited summary data is available for this year.$0.33$0.00$0.56$0.39$0.17