Civic Intelligence

Supporting Older Adults Through Resources Inc.

990 • Fiscal year 2023 • EIN 46-3716967

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 15, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$81,950

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-31%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$96,276

Down $42,762 (-31%) from 2022

Net Assets

Down

$96,148

Down $42,890 (-31%) from 2022

Liabilities

Up

$128

Up $128 from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Up

$370,858

Up $49,067 (+15%) from 2022

Expenses

Up

$413,748

Up $64,404 (+18%) from 2022

Net Income

Down

-$42,890

Down $15,337 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$96,276
Liabilities$128
Net Assets$96,148
Open 2023 Filing

Operations Trend

Revenue Growth61st 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

2023

Revenue$370,858
Expenses$413,748
Net Income-$42,890
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 15, 2024
Return Version
2023v4.0
Gross Receipts
$408,402
Mission and Program Overview

Mission

Provide financial assistance to seniors

Provide financial assistance to senior citizens in Frederick County Maryland. Assistance is for, but not limited to, housing, utilities, transportation and medical.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$139,038$96,148▼ $42,890
Cash and Non-Interest-Bearing Accounts$123,157$81,841▼ $41,316
Land, Buildings, and Equipment, Net$14,449$13,003▼ $1,446
Total Assets$139,038$96,276▼ $42,762
Other Assets Total$1,432$1,432→ $0
Liabilities
Accounts Payable and Accrued Expenses-$128-
Total Liabilities$0$128▲ $128
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,038$96,148▼ $42,890
Total Liabilities and Net Assets / Fund Balance$139,038$96,276▼ $42,762

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$13,003$1,629$14,632
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Leslie SchultzExecutive DirectorFT$81,950$81,950

Board Members and Trustees

NameTitle
Judy LancasterPresident
Bud OtisVice President
Erin BetzDirector
JD ShumanDirector
Leigh CadleDirector
Lindsey McCormickDirector
Rebecca FullDirector
Stacy RenoDirector
Tricia CashDirector
Katie DarrSecretary
Jason TopperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$261,500
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$109,346
All Other Contributions
$261,500
Change in Net Assets
$-42,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,777
Salaries, Compensation, and Employee Benefits$133,971
Total Fundraising Expense$27,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,712$8,195$27,043$81,950
Other Salaries and Wages$33,452--$33,452
Occupancy$15,233--$15,233
Office Expenses$14,193--$14,193
Advertising$9,722--$9,722
Payroll Taxes$9,569--$9,569
Other Employee Benefits$9,000--$9,000
Insurance$2,445--$2,445
Travel$1,713--$1,713
Other Expenses$1,669--$1,669
Conferences and Meetings$1,610--$1,610
Depreciation Depletion$1,446--$1,446
Fees for Services Accounting$400--$400
Total Functional Expenses$378,510$8,195$27,043$413,748
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,890
Fundraising Direct Expenses$37,544
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toast-Holida$109,537$109,537$23,394$86,143
Golf$37,353$37,353$14,150$23,203
Total Events$146,890$146,890$37,544$109,346
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 governing body review Part VI line 11

“No review was conducted or will be conducted.”

Conflict of interest policy compliance Part VI line 12C

“Board members are required to report any potential conflict of interests to the governing body.”

CEO executive director top management comp Part VI line 15A

“Compensation is researched by looking at the pay of officers at comparable organiztion (by size). Compensation is then taken to the board for approval.”

Other officer or key employee compensation Part VI line 15B

“Compensation is researched by looking at the pay of officers at comparable organiztion (by size). Compensation is then taken to the board for approval.”

Governing documents etc available to public Part VI line 19

“Document requests need to be made in writing to the address of record. Access will be provided in a timely manner.”

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
Judith Riley
Title
President
Phone
3017481292
Signed
2024-02-15
Discuss with paid preparer
No

Organization Details

Formed
2013
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
95

Preparer

Firm
J Allen & Associates
Address
PO Box 2049, Frederick, MD 21702
Preparer
Jennifer Allen
Phone
3015246335
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was conducted or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are required to report any potential conflict of interests to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is researched by looking at the pay of officers at comparable organiztion (by size). Compensation is then taken to the board for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is researched by looking at the pay of officers at comparable organiztion (by size). Compensation is then taken to the board for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Document requests need to be made in writing to the address of record. Access will be provided in a timely manner.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
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ReturnHeader/BusinessOfficerGrp/PersonNm0Judith Riley
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,276
Liabilities
$128
Net assets
$96,148
Revenue
$370,858
Expenses
$413,748
Net income
-$42,890
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