Civic Intelligence

Senior Life Journeys

990EZ • Fiscal year 2022 • EIN 47-1438565

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 26, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$80,662

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 84.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

4th percentile

-90%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

35%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,113

Down $19,175 (-90%) from 2021

Net Assets

Down

$2,113

Down $19,175 (-90%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$95,250

Up $24,606 (+35%) from 2021

Expenses

Up

$114,425

Up $44,248 (+63%) from 2021

Net Income

Down

-$19,175

Down $19,642 (-4206%) from 2021

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

2022

Assets$2,113
Liabilities$0
Net Assets$2,113

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

2022

Revenue$95,250
Expenses$114,425
Net Income-$19,175
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 26, 2022
Return Version
2021v4.2
Gross Receipts
$95,250
Mission and Program Overview

Mission

Dementia education & placement services

Program Services

DescriptionGrantsExpenses
PLACEMENT SERVICES FOR SENIORS SEE SCHEDULE O-$54,162
PODCAST AND SPEAKING ENGAGEMENTS SEE SCHEDULE O-$27,271
DEMENTIA EDUCATION SEE SCHEDULE O-$27,269
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HOWELLExecutive DirectorFT$80,662-$80,662
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
Lets Talk Dementia
EIN
47-1438565
Address
19990 BARLETTA LANE NO 813, ESTERO, FL 33928

Signing Officer

Name
Carol Howell
Title
Executive Direc
Phone
8039849875
Signed
2022-07-26
Discuss with paid preparer
Yes

Preparer

Firm
ABC Tax Services
Address
231 East Main Street, LINCOLNTON, NC 28092
Preparer
Denis L Hayes
Phone
7047357900
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountpayroll tax expense 20,600travel expense 403bank service charges 1book sale 1,230creative music expense 502education 390gifts given 144automobile expenses 182insurance expense 1,700licenses and fees 256meals and entertainment 10speaking expense 63sales tax expense 126office expense 2,648paypal expense 10square processing fees 88

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 sixteen placements during the year.part iii line 29:podcast and speaking engagements:our podcast continued to reach over 75 countries. We produced 192 podcast and videos this year. We are also providing educational materials on spotify, itunes, youtube, instagram, twitter, vimeo and pinterest.we conducted 21 speaking engagements, 12 community tours and made gifts of 121 books. Part iii line 30:dementia education, exercise, and coaching:we provided multiple sessions of dementia education, exercise and coaching. This included 21 in person consultations, mass mailings, a retreat for caregivers, and 5 media interiews. 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPAYROLL TAX EXPENSE 20,600TRAVEL EXPENSE 403BANK SERVICE CHARGES 1BOOK SALE 1,230CREATIVE MUSIC EXPENSE 502EDUCATION 390GIFTS GIVEN 144AUTOMOBILE EXPENSES 182INSURANCE EXPENSE 1,700LICENSES AND FEES 256MEALS AND ENTERTAINMENT 10SPEAKING EXPENSE 63SALES TAX EXPENSE 126OFFICE EXPENSE 2,648PAYPAL EXPENSE 10SQUARE PROCESSING FEES 88
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 SIXTEEN PLACEMENTS DURING THE YEAR.PART III LINE 29:PODCAST AND SPEAKING ENGAGEMENTS:OUR PODCAST CONTINUED TO REACH OVER 75 COUNTRIES. WE PRODUCED 192 PODCAST AND VIDEOS THIS YEAR. WE ARE ALSO PROVIDING EDUCATIONAL MATERIALS ON SPOTIFY, ITUNES, YOUTUBE, INSTAGRAM, TWITTER, VIMEO AND PINTEREST.WE CONDUCTED 21 SPEAKING ENGAGEMENTS, 12 COMMUNITY TOURS AND MADE GIFTS OF 121 BOOKS. PART III LINE 30:DEMENTIA EDUCATION, EXERCISE, AND COACHING:WE PROVIDED MULTIPLE SESSIONS OF DEMENTIA EDUCATION, EXERCISE AND COACHING. THIS INCLUDED 21 IN PERSON CONSULTATIONS, MASS MAILINGS, A RETREAT FOR CAREGIVERS, AND 5 MEDIA INTERIEWS. 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 expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26
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ReturnHeader/Filer/EIN0471438565
ReturnHeader/Filer/USAddress/AddressLine1Txt019990 BARLETTA LANE NO 813
ReturnHeader/Filer/USAddress/CityNm0ESTERO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 East Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028092
ReturnHeader/PreparerPersonGrp/PhoneNum07047357900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENIS L HAYES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-27T11:55:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWELL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits