Civic Intelligence

Volunteers Assisting Seniors

EIN 47-0617717 • 501(c)3 • Omaha, NE

Profile

ASSISTING THE ELDERLY

900 S 74th PlazaOmaha, NE 68114

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.18x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.33x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

44%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

28%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$811,267

Up $246,901 (+44%) from 2024

Liabilities

Up

$148,038

Up $146,729 (+11209%) from 2024

Net Assets

Up

$663,229

Up $100,172 (+18%) from 2024

Operations
Liabilities / Revenue83rd percentileNet Margin71st percentile

Revenue

Up

$448,071

Up $96,863 (+28%) from 2024

Expenses

Up

$368,602

Up $106,394 (+41%) from 2024

Net Income

Down

$79,469

Down $9,531 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $202,506Liabilities 2011: $02011Assets 2012: $228,973Liabilities 2012: $02012Assets 2013: $229,354Liabilities 2013: $02013Assets 2014: $308,491Liabilities 2014: $0Net Assets 2014: $308,4912014Assets 2015: $329,357Liabilities 2015: $0Net Assets 2015: $329,3572015Assets 2016: $369,199Liabilities 2016: $0Net Assets 2016: $369,1992016Assets 2017: $338,330Liabilities 2017: $0Net Assets 2017: $338,3302017Assets 2018: $370,862Liabilities 2018: $0Net Assets 2018: $370,8622018Assets 2019: $404,048Liabilities 2019: $0Net Assets 2019: $404,0482019Assets 2020: $422,942Liabilities 2020: $0Net Assets 2020: $422,9422020Assets 2021: $471,518Liabilities 2021: $0Net Assets 2021: $471,5182021Assets 2022: $424,025Liabilities 2022: $0Net Assets 2022: $424,0252022Assets 2023: $451,045Liabilities 2023: $0Net Assets 2023: $451,0452023Assets 2024: $564,366Liabilities 2024: $1,309Net Assets 2024: $563,0572024Assets 2025: $811,267Liabilities 2025: $148,038Net Assets 2025: $663,2292025

Highlighted filing

2025

Assets$811,267
Liabilities$148,038
Net Assets$663,229
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $179,724Expenses 2011: $188,813Net Income 2011: -$9,0892011Revenue 2012: $161,528Expenses 2012: $135,061Net Income 2012: $26,4672012Revenue 2013: $135,991Expenses 2013: $135,610Net Income 2013: $3812013Revenue 2014: $231,106Expenses 2014: $151,969Net Income 2014: $79,1372014Revenue 2015: $196,707Expenses 2015: $175,841Net Income 2015: $20,8662015Revenue 2016: $221,876Expenses 2016: $182,034Net Income 2016: $39,8422016Revenue 2017: $200,691Expenses 2017: $212,561Net Income 2017: -$11,8702017Revenue 2018: $235,050Expenses 2018: $197,808Net Income 2018: $37,2422018Revenue 2019: $247,777Expenses 2019: $214,591Net Income 2019: $33,1862019Revenue 2020: $249,304Expenses 2020: $230,410Net Income 2020: $18,8942020Revenue 2021: $278,884Expenses 2021: $230,308Net Income 2021: $48,5762021Revenue 2022: $224,201Expenses 2022: $222,757Net Income 2022: $1,4442022Revenue 2023: $259,251Expenses 2023: $232,231Net Income 2023: $27,0202023Revenue 2024: $351,208Expenses 2024: $262,208Net Income 2024: $89,0002024Revenue 2025: $448,071Expenses 2025: $368,602Net Income 2025: $79,4692025

Highlighted filing

2025

Revenue$448,071
Expenses$368,602
Net Income$79,469
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$811,267
Liabilities
$148,038
Net assets
$663,229
Revenue
$448,071
Expenses
$368,602
Net income
$79,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$1.48$6.63$4.48$3.69$0.79
2024Summary only. Only limited summary data is available for this year.$5.64$0.01$5.63$3.51$2.62$0.89
2023Summary only. Only limited summary data is available for this year.$4.51$0.00$4.51$2.59$2.32$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$2.24$2.23$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$2.79$2.30$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$2.49$2.30$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$2.48$2.15$0.33
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$2.35$1.98$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$2.01$2.13$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$2.22$1.82$0.40
2015Summary only. Only limited summary data is available for this year.$3.29$0.00$3.29$1.97$1.76$0.21
2014Summary only. Only limited summary data is available for this year.$3.08$0.00$3.08$2.31$1.52$0.79
2013Summary only. Only limited summary data is available for this year.$2.29$0.00$1.36$1.36$0.00
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$1.62$1.35$0.26
2011Summary only. Only limited summary data is available for this year.$2.03$0.00$1.80$1.89$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.2
Gross Receipts
$448,071
Mission and Program Overview

Mission

ASSISTING THE ELDERLY

Assisting seniors with benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$413,639$443,897▲ $30,258
Cash and Non-Interest-Bearing Accounts$138,993$197,002▲ $58,009
Accounts Receivable$8,000$28,000▲ $20,000
Land, Buildings, and Equipment, Net$2,571$1,836▼ $735
Prepaid Expenses and Deferred Charges$1,163--
Total Assets$564,366$811,267▲ $246,901
Other Assets Total-$140,532-
Liabilities
Other Liabilities$1,309$145,935▲ $144,626
Accounts Payable and Accrued Expenses-$2,103-
Total Liabilities$1,309$148,038▲ $146,729
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$367,543$453,792▲ $86,249
Net Assets With Donor Restrictions$195,514$209,437▲ $13,923
Total Net Assets Fund Balance$563,057$663,229▲ $100,172
Total Liabilities and Net Assets / Fund Balance$564,366$811,267▲ $246,901

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,836$61,942$63,778
Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Other Assets Org$140,532--
Other Securities$73,730--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$195,514-▲ $13,923-$209,437
2023$184,415-▲ $11,099-$195,514
2022$177,565-▲ $6,850-$184,415
2021$208,097-▼ $30,532-$177,565
2020$174,402-▲ $33,695-$208,097
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Toni RobertsExecutive DirectorFT$82,513$82,513

Board Members and Trustees

NameTitle
Barb RizviPresident
Dan LorraineVice President
Colm BreathnachDirector
David LevyDirector
Jeff SmithDirector
Rick ScofieldDirector
Scott BerrymanDirector
Susan WhitfieldSecretary
CJ GuenzelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$430,273
Program Service Revenue
$0
Investment Income
$17,798
Other Revenue
$0
All Other Contributions
$329,756
Change in Net Assets
$79,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$445,691
Revenue Not Reported on Financial Statements
$2,380
Revenue Not Reported on Form 990
$52,683
Total Revenue per Audited Statements
$498,374
Total Revenue per Form 990
$448,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$240,846
Other Expenses$127,756
Total Fundraising Expense$19,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,430$35,529$6,201$140,160
Current Officers, Directors, Trustees, and Key Employees$83,720$0$0$83,720
Advertising$33,402$3,590$3,590$40,582
Occupancy$13,896$13,111$6,507$33,514
Office Expenses$19,725$1,066$436$21,227
Payroll Taxes$13,803$2,693$470$16,966
Fees for Services Accounting$1,539$13,635$1,538$16,712
Insurance$4,663$822$0$5,485
Travel$4,431$0$0$4,431
Information Technology$2,731$152$152$3,035
Depreciation Depletion$0$735$0$735
Other Expenses$49$377$0$426
Total Functional Expenses$277,700$71,859$19,043$368,602

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$398,202
Expenses per Audited Statements$368,602
Total Expenses per Form 990$368,602
Expenses Not Reported on Form 990$29,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$145,590
Credit Card Payable$345
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Volunteers Assisting Seniors
EIN
47-0617717
Phone
4024446617
Address
900 S 74th Plaza, Omaha, NE 68114

Signing Officer

Name
Toni Roberts
Title
Executive Director
Phone
4024446617
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
CJ Guenzel
Formed
1976
Legal Domicile
Ne
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
61

Preparer

Firm
Lengemann & Associates P C
Address
1410 GOLD COAST ROAD STE 600, PAPILLION, NE 68046
Preparer
Randy Hood
Phone
4025921236
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 form is reviewed by the Board of Directors and approved prior to filing.”

Pt VI, Line 15A

“The President appoints a performance appraisal and compensation committee. The committee will evaluate the annual performance of the executive director, research comparable executive compensation data and make recommendations to the Board of Directors as to the compensation package.”

Pt VI, Line 19

“Documents are available upon request.”

Pt XII, Line 2C

“The Board of Directors reviews the annual audit.”

Pt VI, Line 12C

“All board officers, members and employees will sign an annual conflict of interest statement at the first board meeting of the fiscal year. Statements will be reviewed by the executive director and the board president. Any potential conflicts will be brought to the attention of the executive committee to determine appropriate action to be taken.”

Financial Statement Notes

Other

“The two endowment funds held and administered by the Omaha Community Foundation (OCF), currently allow 4.5% to be withdrawn annually. This limit is subject to change by the OCF based upon economic conditions. The Wilson Endowment is also subject to a $5,000 per year limit until 2027. Use of the Wilson annual distribution is determined annually by the Board and noted in the Boards minutes. Interest Income from the invested principal of the Grohn Endowment must be used within the Fremont, Nebraska area.”

Other

“The Organization is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and classified by the Internal Revenue Service as other than a private foundation. The Organization is no longer subject to income tax examinations by tax authorities for years before 6/30/22.”

Other

“The Association follows the provisions of Financial Accounting Standards Board (FASB) Account Standards Codification (ASC) Topic 740-10 related to uncertain income tax positions. Management believes there are no uncertain income tax positions taken which would require the Association to reflect a liability for unrecognized tax benefits on the accompanying statements of financial position.”

Raw XML AppendixShowing 400 of 502 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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IRS990/DonorRstrOrQuasiEndowmentsInd0true
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IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0Toni Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm1Barb Rizvi
IRS990/Form990PartVIISectionAGrp/PersonNm2Dan Lorraine
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Whitfield
IRS990/Form990PartVIISectionAGrp/PersonNm4CJ Guenzel
IRS990/Form990PartVIISectionAGrp/PersonNm5Rick Scofield
IRS990/Form990PartVIISectionAGrp/PersonNm6Jeff Smith
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Omaha Community FD-Wilson FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Mutual Funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Omaha Community FD-Grohn FD
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The two endowment funds held and administered by the Omaha Community Foundation (OCF), currently allow 4.5% to be withdrawn annually. This limit is subject to change by the OCF based upon economic conditions. The Wilson Endowment is also subject to a $5,000 per year limit until 2027. Use of the Wilson annual distribution is determined annually by the Board and noted in the Boards minutes. Interest Income from the invested principal of the Grohn Endowment must be used within the Fremont, Nebraska area.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Organization is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and classified by the Internal Revenue Service as other than a private foundation. The Organization is no longer subject to income tax examinations by tax authorities for years before 6/30/22.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2The Association follows the provisions of Financial Accounting Standards Board (FASB) Account Standards Codification (ASC) Topic 740-10 related to uncertain income tax positions. Management believes there are no uncertain income tax positions taken which would require the Association to reflect a liability for unrecognized tax benefits on the accompanying statements of financial position.

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