Civic Intelligence

Senior Life Journeys

990EZ • Fiscal year 2020 • EIN 47-1438565

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 24, 2020

19990 Barletta Lane No 813Estero, FL 33928

(803) 984-9875

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$34,968

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 56.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

94th percentile

238%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-26%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$20,821

Up $14,658 (+238%) from 2019

Net Assets

Up

$20,821

Up $14,658 (+238%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$62,038

Down $21,818 (-26%) from 2019

Expenses

Down

$47,380

Down $45,529 (-49%) from 2019

Net Income

Up

$14,658

Up $23,711 (+262%) from 2019

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

2020

Assets$20,821
Liabilities$0
Net Assets$20,821

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

2020

Revenue$62,038
Expenses$47,380
Net Income$14,658
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 24, 2020
Return Version
2019v5.1
Gross Receipts
$62,038
Mission and Program Overview

Mission

Dementia education & placement services

Program Services

DescriptionGrantsExpenses
DEMENTIA EDUCATION SEE SCHEDULE O-$14,541
PODCAST AND SPEAKING ENGAGEMENTS SEE SCHEDULE O-$12,975
PLACEMENT SERVICES FOR SENIORS SEE SCHEDULE O-$12,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HOWELLExecutive DirectorFT$34,968-$34,968
MICHAEL HOWELLMarketing DirectorFT$0--
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 NO 813, ESTERO, FL 33928

Signing Officer

Name
Carol Howell
Title
Executive Direc
Phone
8039849875
Signed
2020-08-24
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 expenses Part I line 16

Description amountmarketing expense 43payroll tax expense 2,191travel expense 715bank service charges 16book sale 489retreat expense 504creative music expense 155education 190fundrasing expense 8gifts given 45refunds (100)insurance expense 634licenses and fees 259meals and entertainment 29meeting expense 18sales tax expense 160office expense 607paypal expense 106books for reslae 308

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 seven placements during the year.part iii line 29:podcast and speaking engagements:our podcast continued to reach over 75 countries. We produced 152 podcast and 145 videos this year. We are also providing educational materials on spotify, itunes, youtube, instagram, twitter, vimeo and pinterest.we conducted 13 speaking engagements, multiple group sessions and 44 church services. Part iii line 30:dementia education, exercise, and coaching:we provided multiple sessions of dementia education. Exercise and coaching. We spent over 100 hours,planning and conducting a retreat for 8 caregivers. 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. A new book, reminisce and worship, was written this year.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMARKETING EXPENSE 43PAYROLL TAX EXPENSE 2,191TRAVEL EXPENSE 715BANK SERVICE CHARGES 16BOOK SALE 489RETREAT EXPENSE 504CREATIVE MUSIC EXPENSE 155EDUCATION 190FUNDRASING EXPENSE 8GIFTS GIVEN 45REFUNDS (100)INSURANCE EXPENSE 634LICENSES AND FEES 259MEALS AND ENTERTAINMENT 29MEETING EXPENSE 18SALES TAX EXPENSE 160OFFICE EXPENSE 607PAYPAL EXPENSE 106BOOKS FOR RESLAE 308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART 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 SEVEN PLACEMENTS DURING THE YEAR.PART III LINE 29:PODCAST AND SPEAKING ENGAGEMENTS:OUR PODCAST CONTINUED TO REACH OVER 75 COUNTRIES. WE PRODUCED 152 PODCAST AND 145 VIDEOS THIS YEAR. WE ARE ALSO PROVIDING EDUCATIONAL MATERIALS ON SPOTIFY, ITUNES, YOUTUBE, INSTAGRAM, TWITTER, VIMEO AND PINTEREST.WE CONDUCTED 13 SPEAKING ENGAGEMENTS, MULTIPLE GROUP SESSIONS AND 44 CHURCH SERVICES. PART III LINE 30:DEMENTIA EDUCATION, EXERCISE, AND COACHING:WE PROVIDED MULTIPLE SESSIONS OF DEMENTIA EDUCATION. EXERCISE AND COACHING. WE SPENT OVER 100 HOURS,PLANNING AND CONDUCTING A RETREAT FOR 8 CAREGIVERS. 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. A NEW BOOK, REMINISCE AND WORSHIP, WAS WRITTEN THIS YEAR.
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ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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