Civic Intelligence

Seniors Foundation

990 • Fiscal year 2016 • EIN 47-0630837

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 27, 2016

600 South 70th Street Bldg 7Lincoln, NE 68510

(402) 441-6179

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

1.4%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$49,848

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$315,158

Up $46,511 (+17%) from 2015

Net Assets

Up

$260,704

Up $29,814 (+13%) from 2015

Liabilities

Up

$54,454

Up $16,697 (+44%) from 2015

Revenue

Up

$168,528

Up $20,815 (+14%) from 2015

Expenses

Down

$166,147

Down $99,206 (-37%) from 2015

Net Income

Up

$2,381

Up $120,021 (+102%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $503,732Liabilities 2011: $0Net Assets 2011: $503,7322011Assets 2012: $539,797Liabilities 2012: $105,572Net Assets 2012: $434,2252012Assets 2013: $448,100Liabilities 2013: $67,995Net Assets 2013: $380,1052013Assets 2014: $372,985Liabilities 2014: $8,025Net Assets 2014: $364,9602014Assets 2015: $268,647Liabilities 2015: $37,757Net Assets 2015: $230,8902015Assets 2016: $315,158Liabilities 2016: $54,454Net Assets 2016: $260,7042016Assets 2017: $270,107Liabilities 2017: $515Net Assets 2017: $269,5922017Assets 2018: $320,793Liabilities 2018: $485Net Assets 2018: $320,3082018Assets 2019: $339,669Liabilities 2019: $314Net Assets 2019: $339,3552019Assets 2020: $393,885Liabilities 2020: $135Net Assets 2020: $393,7502020Assets 2021: $520,311Liabilities 2021: $148Net Assets 2021: $520,1632021Assets 2022: $484,162Liabilities 2022: $238Net Assets 2022: $483,9242022Assets 2023: $453,433Liabilities 2023: $176Net Assets 2023: $453,2572023Assets 2024: $513,658Liabilities 2024: $197Net Assets 2024: $513,4612024

Highlighted filing

2016

Assets$315,158
Liabilities$54,454
Net Assets$260,704

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $87,965Expenses 2011: $229,789Net Income 2011: -$141,8242011Revenue 2012: $131,099Expenses 2012: $421,167Net Income 2012: -$290,0682012Revenue 2013: $86,335Expenses 2013: $241,092Net Income 2013: -$154,7572013Revenue 2014: $102,370Expenses 2014: $132,321Net Income 2014: -$29,9512014Revenue 2015: $147,713Expenses 2015: $265,353Net Income 2015: -$117,6402015Revenue 2016: $168,528Expenses 2016: $166,147Net Income 2016: $2,3812016Revenue 2017: $47,380Expenses 2017: $95,313Net Income 2017: -$47,9332017Revenue 2018: $51,007Expenses 2018: $66,463Net Income 2018: -$15,4562018Revenue 2019: $49,751Expenses 2019: $70,572Net Income 2019: -$20,8212019Revenue 2020: $45,394Expenses 2020: $74,438Net Income 2020: -$29,0442020Revenue 2021: $99,391Expenses 2021: $99,477Net Income 2021: -$862021Revenue 2022: $331,587Expenses 2022: $318,660Net Income 2022: $12,9272022Revenue 2023: $363,514Expenses 2023: $155,214Net Income 2023: $208,3002023Revenue 2024: $82,394Expenses 2024: $67,881Net Income 2024: $14,5132024

Highlighted filing

2016

Revenue$168,528
Expenses$166,147
Net Income$2,381
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 27, 2016
Return Version
2015v3.0
Gross Receipts
$168,528
Mission and Program Overview

Mission

To enrich the lives of seniors by supporting aging partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$214,331$190,574▼ $23,757
Accounts Receivable-$72,954-
Cash and Non-Interest-Bearing Accounts$51,658$49,868▼ $1,790
Land, Buildings, and Equipment, Net$2,658$1,762▼ $896
Total Assets$268,647$315,158▲ $46,511
Liabilities
Accounts Payable and Accrued Expenses$37,757$54,454▲ $16,697
Total Liabilities$37,757$54,454▲ $16,697
Net Assets / Fund Balance
Permanently Rstr Net Assets$116,200$116,200→ $0
Temporarily Rstr Net Assets$98,067$82,162▼ $15,905
Unrestricted Net Assets$16,623$62,342▲ $45,719
Total Net Assets Fund Balance$230,890$260,704▲ $29,814
Total Liabilities and Net Assets / Fund Balance$268,647$315,158▲ $46,511

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,762$5,990$7,752

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$168,911-▲ $16,499$2,197$183,213
2014$171,189-▲ $1,147$3,425$168,911
2013$141,429-▲ $31,847$2,087$171,189
2012$127,891-▲ $13,538-$141,429
2011$118,577-▲ $9,314-$127,891
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tammy WardExecutive DiFT$49,848$49,848

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$68,387
Program Service Revenue
$0
Investment Income
$26,908
Other Revenue
$73,233
All Other Contributions
$68,387
Change in Net Assets
$2,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,948
Salaries, Compensation, and Employee Benefits$69,087
Grants and Similar Amounts Paid$10,112
Total Fundraising Expense$8,947
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,616$5,484$2,742$54,842
Occupancy$25,500$3,862$1,500$30,862
Fees for Services Other$20,000--$20,000
Fees for Services Management$15,901$751$569$17,221
Grants to Domestic Orgs$10,112--$10,112
Other Salaries and Wages$7,934$934$467$9,335
Payroll Taxes$4,174$491$245$4,910
Information Technology-$4,559-$4,559
Fees for Services Accounting-$2,713-$2,713
Office Expenses-$821$1,231$2,052
Insurance-$1,531-$1,531
Travel$755$506-$1,261
Depreciation Depletion-$896-$896
Other Expenses$2,193$430$2,193$430
Total Functional Expenses$133,185$24,015$8,947$166,147
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aging PartnersLincoln, NE-Support Seniors$10,112
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by management and board treasurer in detail, and sent to all board members prior to filing.

Form 990, Page 6, Part VI, Line 12C

The foundation regularly monitors and enforces compliance with the conflict of interest policy during board orientation each year.

Form 990, Page 6, Part VI, Line 15A

Executive committee reviewed comparability data for the executive director position when determining approved compensation.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Seniors Foundation
EIN
47-0630837
Phone
4024416179
Address
600 SOUTH 70TH STREET BLDG 7, LINCOLN, NE 68510

Signing Officer

Name
Tammy Ward
Title
Executive Director
Phone
4024416179
Signed
2016-12-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy Ward
Formed
1981
Legal Domicile
Ne
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
16

Preparer

Firm
Grafton & Associates Pc
Address
5935 S 56TH ST SUITE A, LINCOLN, NE 68516
Preparer
Thomas E Grafton
Phone
4024863600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Va project services 20,000 0 0

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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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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0230890
IRS990/NetAssetsOrFundBalancesEOYAmt0260704
IRS990/NetUnrlzdGainsLossesInvstAmt0-2567
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01500
IRS990/OccupancyGrp/ManagementAndGeneralAmt03862
IRS990/OccupancyGrp/ProgramServicesAmt025500
IRS990/OccupancyGrp/TotalAmt030862
IRS990/OfficeExpensesGrp/FundraisingAmt01231
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0821
IRS990/OfficeExpensesGrp/TotalAmt02052
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0AGING PARTNERS EVENT
IRS990/OtherExpensesGrp/Desc1OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3DUES AND REGISTRATIONS
IRS990/OtherExpensesGrp/FundraisingAmt02193
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1436
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2430
IRS990/OtherExpensesGrp/ProgramServicesAmt02193
IRS990/OtherExpensesGrp/TotalAmt04386
IRS990/OtherExpensesGrp/TotalAmt1601
IRS990/OtherExpensesGrp/TotalAmt2436
IRS990/OtherExpensesGrp/TotalAmt3430
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT OF COSTS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt072953
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1280
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt072953
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1280
IRS990/OtherRevenueTotalAmt073233
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0467
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0934
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07934
IRS990/OtherSalariesAndWagesGrp/TotalAmt09335
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0245
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0491
IRS990/PayrollTaxesGrp/ProgramServicesAmt04174
IRS990/PayrollTaxesGrp/TotalAmt04910
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0116200
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0116200
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TAMMY WARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt097330
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042123
IRS990/PYOtherExpensesAmt0184460
IRS990/PYOtherRevenueAmt08260
IRS990/PYRevenuesLessExpensesAmt0-117640
IRS990/PYSalariesCompEmpBnftPaidAmt080893
IRS990/PYTotalExpensesAmt0265353
IRS990/PYTotalRevenueAmt0147713
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02381
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt073233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt097330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0392509
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt058604
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0220561
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0369165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017029
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0157316
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt082610
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82880
IRS990ScheduleA/PublicSupportPY170Pct00.87220
IRS990ScheduleA/PublicSupportTotal170Amt0761674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0128277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0334631
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0761674
IRS990ScheduleA/TotalSupportAmt0918990
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0168911
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0183213
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt016499
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0171189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0168911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0141429
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0171189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031847
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02087
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0127891
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0141429
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013538
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0118577
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0127891
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09314
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01762
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05990
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07752
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.36580
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.63420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01762
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010112
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SENIORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AGING PARTNERS
IRS990ScheduleI/RecipientTable/RecipientEIN0476006256
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01005 O STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LINCOLN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd068508
IRS990ScheduleI/Total501c3OrgCnt01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.13$0.82$0.68$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$3.64$1.55$2.08
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$3.32$3.19$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.99$0.99$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.45$0.74$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.39$0.50$0.71$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.20$0.51$0.66$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.70$0.47$0.95$0.48
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.54$2.61$1.69$1.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.38$2.31$1.48$2.65$1.18
2014Summary only. Only limited summary data is available for this year.$3.73$0.08$3.65$1.02$1.32$0.30
2013Summary only. Only limited summary data is available for this year.$4.48$0.68$3.80$0.86$2.41$1.55
2012Summary only. Only limited summary data is available for this year.$5.40$1.06$4.34$1.31$4.21$2.90
2011Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$0.88$2.30$1.42