Civic Intelligence

Senior Life Journeys

990EZ • Fiscal year 2019 • EIN 47-1438565

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 27, 2019

19990 Barletta Lane No813Estero, FL 33928

(803) 984-9875

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

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

90th percentile

$40,145

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 47.9% of source-year revenue.

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

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$6,163

Down $9,053 (-59%) from 2018

Net Assets

Down

$6,163

Down $9,053 (-59%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$83,856

Down $44,523 (-35%) from 2018

Expenses

Down

$92,909

Down $36,933 (-28%) from 2018

Net Income

Down

-$9,053

Down $7,590 (-519%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $17,878Liabilities 2016: $02016Assets 2017: $16,679Liabilities 2017: $0Net Assets 2017: $16,6792017Assets 2018: $15,216Liabilities 2018: $0Net Assets 2018: $15,2162018Assets 2019: $6,163Liabilities 2019: $0Net Assets 2019: $6,1632019Assets 2020: $20,821Liabilities 2020: $0Net Assets 2020: $20,8212020Assets 2021: $21,288Liabilities 2021: $0Net Assets 2021: $21,2882021Assets 2022: $2,113Liabilities 2022: $0Net Assets 2022: $2,1132022Assets 2023: $47,171Liabilities 2023: $0Net Assets 2023: $47,1712023Assets 2024: $37,700Liabilities 2024: $02024Assets 2025: $10,639Liabilities 2025: $0Net Assets 2025: $10,6392025

Highlighted filing

2019

Assets$6,163
Liabilities$0
Net Assets$6,163

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $94,088Expenses 2016: $84,363Net Income 2016: $9,7252016Revenue 2017: $123,471Expenses 2017: $124,670Net Income 2017: -$1,1992017Revenue 2018: $128,379Expenses 2018: $129,842Net Income 2018: -$1,4632018Revenue 2019: $83,856Expenses 2019: $92,909Net Income 2019: -$9,0532019Revenue 2020: $62,038Expenses 2020: $47,380Net Income 2020: $14,6582020Revenue 2021: $70,644Expenses 2021: $70,177Net Income 2021: $4672021Revenue 2022: $95,250Expenses 2022: $114,425Net Income 2022: -$19,1752022Revenue 2023: $112,228Expenses 2023: $67,170Net Income 2023: $45,0582023Revenue 2024: $51,500Expenses 2024: $60,971Net Income 2024: -$9,4712024Revenue 2025: $66,616Expenses 2025: $93,677Net Income 2025: -$27,0612025

Highlighted filing

2019

Revenue$83,856
Expenses$92,909
Net Income-$9,053
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 27, 2019
Return Version
2018v3.1
Gross Receipts
$83,856
Mission and Program Overview

Mission

Dementia education & placement services

Program Services

DescriptionGrantsExpenses
PODCAST AND SPEAKING ENGAGEMENTS SEE SCHEDULE O-$41,508
PLACEMENT SERVICES FOR SENIORS SEE SCHEDULE O-$28,787
DEMENTIA EDUCATION SEE SCHEDULE O-$3,662
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HOWELLExecutive DirectorFT$40,145-$40,145
MICHAEL HOWELLMarketing DirectorFT$28,787-$28,787
SUZANNE M WRIGHTTreasurer-$0--
MARGARET BODNERSecretary-$0--
DAVID LYONBoard Member-$0--
STEPHEN OEHMEBoard Member-$0--
CHARLOTTE KILPATRICKVice President-$0--
Filing and Contact Details

Filer

Filer Name
Senior Life Journeys
EIN
47-1438565
Address
19990 BARLETTA LANE NO813, ESTERO, FL 33928

Signing Officer

Name
Carol Howell
Title
Executive Direc
Phone
8039849875
Signed
2019-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Denis L Hayes CPA
Address
520 HAWTHORNE ROAD, KINGS MOUNTAIN, NC 28086
Preparer
Denis L Hayes
Phone
7046785053
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountmiscellaneous refunds 46

Description of other expenses Part I line 16

Description amountpayroll tax expense 5,497auto expense 1,023book sale 2,165creative music expense 586education 300gifts given 149insurance expense 1,674licenses and fees 212meals and entertainment 266office expense 2,124paypal expense 92dues expense 300software expense 99retreat expense 565travel expense 1,077sales tax expense 173

Other program services Part III line 31

Part iii line 28:placement services for seniors:we provided placement and education services for seniors and their families. This includes identifying housing options, educating families of their responsibilites from both a financial perspective and long term care perspective. And identifying income sources such as medicade and military service benefits they may qualify for. We completed six placements during the year.part iii line 29:podcast and speaking engagements:our podcast continued to grow and is now reaching 75 countries. Our facebook show is reaching 4 countries. We are also providing educational materials on spotify, itunes, youtube, instagram, twitter, vimeo and pinterest.conducted 36 speaking engagements, 87 group sessions, 39 church services. Part iii line 30:dementia education, exercise, and coaching:we provided 211 sessions of dementia education. Exercise and coaching. We taught the proper way to communicate with, care for, love and enjoy an individual with dementia. And offered exercice classes and memory music experiences.

Raw XML Appendix190 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS REFUNDS 46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPAYROLL TAX EXPENSE 5,497AUTO EXPENSE 1,023BOOK SALE 2,165CREATIVE MUSIC EXPENSE 586EDUCATION 300GIFTS GIVEN 149INSURANCE EXPENSE 1,674LICENSES AND FEES 212MEALS AND ENTERTAINMENT 266OFFICE EXPENSE 2,124PAYPAL EXPENSE 92DUES EXPENSE 300SOFTWARE EXPENSE 99RETREAT EXPENSE 565TRAVEL EXPENSE 1,077SALES TAX EXPENSE 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART III LINE 28:PLACEMENT SERVICES FOR SENIORS:WE PROVIDED PLACEMENT AND EDUCATION SERVICES FOR SENIORS AND THEIR FAMILIES. THIS INCLUDES IDENTIFYING HOUSING OPTIONS, EDUCATING FAMILIES OF THEIR RESPONSIBILITES FROM BOTH A FINANCIAL PERSPECTIVE AND LONG TERM CARE PERSPECTIVE. AND IDENTIFYING INCOME SOURCES SUCH AS MEDICADE AND MILITARY SERVICE BENEFITS THEY MAY QUALIFY FOR. WE COMPLETED SIX PLACEMENTS DURING THE YEAR.PART III LINE 29:PODCAST AND SPEAKING ENGAGEMENTS:OUR PODCAST CONTINUED TO GROW AND IS NOW REACHING 75 COUNTRIES. OUR FACEBOOK SHOW IS REACHING 4 COUNTRIES. WE ARE ALSO PROVIDING EDUCATIONAL MATERIALS ON SPOTIFY, ITUNES, YOUTUBE, INSTAGRAM, TWITTER, VIMEO AND PINTEREST.CONDUCTED 36 SPEAKING ENGAGEMENTS, 87 GROUP SESSIONS, 39 CHURCH SERVICES. PART III LINE 30:DEMENTIA EDUCATION, EXERCISE, AND COACHING:WE PROVIDED 211 SESSIONS OF DEMENTIA EDUCATION. EXERCISE AND COACHING. WE TAUGHT THE PROPER WAY TO COMMUNICATE WITH, CARE FOR, LOVE AND ENJOY AN INDIVIDUAL WITH DEMENTIA. AND OFFERED EXERCICE CLASSES AND MEMORY MUSIC EXPERIENCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
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ReturnHeader/PreparerPersonGrp/PhoneNum07046785053
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENIS L HAYES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-28T09:17:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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