Civic Intelligence

Alamance Elder Care Inc.

990 • Fiscal year 2013 • EIN 56-1836540

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 30, 2014

P O Box 202Graham, NC 27216-0202

(336) 538-8081

Siviq Scores

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

Liabilities / Assets

84th percentile

0.52x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Liabilities / Revenue

88th percentile

0.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Net Margin

53rd percentile

3.5%

Higher net margin than 53% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$308,857

Up $9,708 (+3.2%) from 2012

Net Assets

Up

$149,040

Up $40,788 (+38%) from 2012

Liabilities

Down

$159,817

Down $31,080 (-16%) from 2012

Revenue

$439,619

No earlier filing loaded for comparison.

Expenses

Down

$424,187

Down $68,875 (-14%) from 2012

Net Income

$15,432

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $352,982Liabilities 2011: $174,473Net Assets 2011: $178,5092011Assets 2012: $299,149Liabilities 2012: $190,897Net Assets 2012: $108,2522012Assets 2013: $308,857Liabilities 2013: $159,817Net Assets 2013: $149,0402013Assets 2014: $338,163Liabilities 2014: $128,437Net Assets 2014: $209,7262014Assets 2015: $324,434Liabilities 2015: $44,034Net Assets 2015: $280,4002015Assets 2016: $334,801Liabilities 2016: $65,993Net Assets 2016: $268,8082016Assets 2017: $382,606Liabilities 2017: $43,628Net Assets 2017: $338,9782017Assets 2018: $347,728Liabilities 2018: $59,954Net Assets 2018: $287,7742018Assets 2019: $426,586Liabilities 2019: $50,134Net Assets 2019: $376,4522019Assets 2020: $489,269Liabilities 2020: $58,090Net Assets 2020: $431,1792020Assets 2021: $663,311Liabilities 2021: $71,040Net Assets 2021: $592,2712021Assets 2022: $702,459Liabilities 2022: $73,958Net Assets 2022: $628,5012022Assets 2023: $593,121Liabilities 2023: $43,937Net Assets 2023: $549,1842023Assets 2024: $672,658Liabilities 2024: $222,730Net Assets 2024: $449,9282024Assets 2025: $520,482Liabilities 2025: $140,857Net Assets 2025: $379,6252025

Highlighted filing

2013

Assets$308,857
Liabilities$159,817
Net Assets$149,040

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $463,5612011Expenses 2012: $493,0622012Revenue 2013: $439,619Expenses 2013: $424,187Net Income 2013: $15,4322013Revenue 2014: $441,813Expenses 2014: $386,497Net Income 2014: $55,3162014Revenue 2015: $435,652Expenses 2015: $361,885Net Income 2015: $73,7672015Revenue 2016: $396,793Expenses 2016: $416,194Net Income 2016: -$19,4012016Revenue 2017: $404,553Expenses 2017: $348,682Net Income 2017: $55,8712017Revenue 2018: $136,577Expenses 2018: $186,367Net Income 2018: -$49,7902018Revenue 2019: $480,929Expenses 2019: $389,990Net Income 2019: $90,9392019Revenue 2020: $478,765Expenses 2020: $420,417Net Income 2020: $58,3482020Revenue 2021: $566,461Expenses 2021: $438,102Net Income 2021: $128,3592021Revenue 2022: $548,545Expenses 2022: $487,459Net Income 2022: $61,0862022Revenue 2023: $560,136Expenses 2023: $647,418Net Income 2023: -$87,2822023Revenue 2024: $511,071Expenses 2024: $622,717Net Income 2024: -$111,6462024Revenue 2025: $456,130Expenses 2025: $533,971Net Income 2025: -$77,8412025

Highlighted filing

2013

Revenue$439,619
Expenses$424,187
Net Income$15,432
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 30, 2014
Return Version
2013v3.0
Gross Receipts
$448,521
Mission and Program Overview

Mission

Alamance eldercare, inc., a not-for-profit human services agency, is committed to improving the lives of those striving to meet the challenges of the aging. We provide information, comprehensive assessments, options to meet needs, assistance in locating and obtaining services, and caregiver education and support.

SEE PART III

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$141,069$162,402▲ $21,333
Pledges and Grants Receivable$100,241$83,734▼ $16,507
Savings and Temporary Cash Investments$52,251$57,858▲ $5,607
Land, Buildings, and Equipment, Net$4,268$2,507▼ $1,761
Accounts Receivable$1,318$2,354▲ $1,036
Cash and Non-Interest-Bearing Accounts$2$2→ $0
Total Assets$299,149$308,857▲ $9,708
Liabilities
Accounts Payable and Accrued Expenses$190,897$159,817▼ $31,080
Total Liabilities$190,897$159,817▼ $31,080
Net Assets / Fund Balance
Unrestricted Net Assets$55,341$116,115▲ $60,774
Temporarily Rstr Net Assets$52,911$32,925▼ $19,986
Total Net Assets Fund Balance$108,252$149,040▲ $40,788
Total Liabilities and Net Assets / Fund Balance$299,149$308,857▲ $9,708

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,507$75,573$78,080
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven BlackChairman
Ray DealImmediate Past Chairman
Joy IsleyVice-chairman
Belinda ParkerDirector
Bob ByrdDirector
Brenda HamptonDirector
Dot SuttonDirector
Dr Bruce Shields MdDirector
Dr Philip MannDirector
Dr Robert W CarterDirector
Frankie ZumbroDirector
Helen BrennanDirector
Jack R LindleyDirector
John CurrinDirector
Kirk PuckettDirector
Marty StadlerDirector
Matt WallDirector
Mike LittleDirector
Philip SavageDirector
Phyllis CreechDirector
Roy HarrisDirector
Susan RyanDirector
Tracy AlstonDirector
Mandy EatonSecretary
Scott RickardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$369,749
Program Service Revenue
$75,141
Investment Income
$3,631
Other Revenue
$-8,902
All Other Contributions
$39,172
Change in Net Assets
$15,432

Audited Revenue Reconciliation

Revenue per Audited Statements
$439,618
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$111,313
Total Revenue per Audited Statements
$550,931
Total Revenue per Form 990
$439,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$277,480
Other Expenses$146,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$232,216--$232,216
Other Employee Benefits$45,264--$45,264
Fees for Services Accounting-$11,975-$11,975
Office Expenses-$9,071-$9,071
Travel-$3,975-$3,975
Depreciation Depletion-$2,705-$2,705
Fees for Service Investment Mgmnt Fees-$2,117-$2,117
Other Expenses$1,880--$1,880
Conferences and Meetings-$1,102-$1,102
Total Functional Expenses$393,242$30,945$0$424,187

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$510,144
Expenses per Audited Statements$424,187
Total Expenses per Form 990$424,187
Expenses Not Reported on Form 990$85,957
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,902
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$41,812-$2,887-
Event 2$20,454-$3,018-
Total Events$69,901-$8,902$-8,902
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Part VI, Section A, Line 8B

N/A

Form 990, Part VI, Section B, Line 11

Board members are provided with a copy of the return prior to the filing of the return.

Form 990, Part VI, Section B, Line 12C

Treasurer approves invoices for payment which includes assessing compliance with conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Services are provided through agreement with local hospital. All positions have pay grade scales. Employees are evaluated on performance and are paid according to their review with consideration to experience and other factors.

Form 990, Part VI, Section C, Line 19

Documents are provided upon request.

Filing and Contact Details

Filer

EIN
56-1836540
Phone
3365388081

Signing Officer

Name
D Scott Rickard
Title
CPA
Phone
3365388081
Signed
2014-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Black
Formed
1993
Legal Domicile
Nc
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
150

Preparer

Preparer
Susan C Ezekiel CPA
Phone
3362271495
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

No changes during the year.

Financial Statement Notes

PART X, LINE 2:

The organization is not currently under an income tax audit in any jurisdiction. However, due to the complexity involved with certain tax matters, there is the possibility that the various taxing authorities may disagree with certain tax positions filed on the organization's income tax returns. All relevant facts and circumstances have been considered and the organization believes that it has made adequate provision for all income tax uncertainties.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EXPENSES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EXPENSES

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/FundraisingDirectExpensesAmt08902
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MinutesOfCommitteesInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.20$1.41$3.80$4.56$5.34$0.78
2024Detailed filing. Detailed filing data is available for this year.$6.73$2.23$4.50$5.11$6.23$1.12
2023Detailed filing. Detailed filing data is available for this year.$5.93$0.44$5.49$5.60$6.47$0.87
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.74$6.29$5.49$4.87$0.61
2021Detailed filing. Detailed filing data is available for this year.$6.63$0.71$5.92$5.66$4.38$1.28
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.58$4.31$4.79$4.20$0.58
2019Detailed filing. Detailed filing data is available for this year.$4.27$0.50$3.76$4.81$3.90$0.91
2018Summary only. Only limited summary data is available for this year.$3.48$0.60$2.88$1.37$1.86$0.50
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.44$3.39$4.05$3.49$0.56
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.66$2.69$3.97$4.16$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.24$0.44$2.80$4.36$3.62$0.74
2014Detailed filing. Detailed filing data is available for this year.$3.38$1.28$2.10$4.42$3.86$0.55
2013Detailed filing. Detailed filing data is available for this year.$3.09$1.60$1.49$4.40$4.24$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$1.91$1.08$4.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$1.74$1.79$4.64