Civic Intelligence

Aging with Dignity Inc.

990 • Fiscal year 2019 • EIN 59-3367487

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 18, 2020

Organization ProfileWWW.AGINGWITHDIGNITY.ORG

View Organization Page

PO Box 1661Tallahassee, FL 32302

(850) 681-2010

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$260,563

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

59th percentile

6.3%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

7.7%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$4,159,017

Up $247,512 (+6.3%) from 2018

Net Assets

Up

$3,970,999

Up $218,820 (+5.8%) from 2018

Liabilities

Up

$188,018

Up $28,692 (+18%) from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin50th percentile

Revenue

Up

$1,702,117

Up $121,676 (+7.7%) from 2018

Expenses

Up

$1,647,296

Up $104,318 (+6.8%) from 2018

Net Income

Up

$54,821

Up $17,358 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$15M$10M$5.0M$0Assets 2010: $3,330,449Liabilities 2010: $24,242Net Assets 2010: $3,306,2072010Assets 2011: $3,364,658Liabilities 2011: $7,601Net Assets 2011: $3,357,0572011Assets 2012: $3,687,413Liabilities 2012: $10,997Net Assets 2012: $3,676,4162012Assets 2013: $3,824,652Liabilities 2013: $34,928Net Assets 2013: $3,789,7242013Assets 2014: $3,936,221Liabilities 2014: $37,921Net Assets 2014: $3,898,3002014Assets 2015: $3,626,190Liabilities 2015: $46,240Net Assets 2015: $3,579,9502015Assets 2016: $3,818,723Liabilities 2016: $85,717Net Assets 2016: $3,733,0062016Assets 2017: $3,917,034Liabilities 2017: $111,546Net Assets 2017: $3,805,4882017Assets 2018: $3,911,505Liabilities 2018: $159,326Net Assets 2018: $3,752,1792018Assets 2019: $4,159,017Liabilities 2019: $188,018Net Assets 2019: $3,970,9992019Assets 2020: $6,221,963Liabilities 2020: $224,446Net Assets 2020: $5,997,5172020Assets 2021: $7,983,253Liabilities 2021: $229,537Net Assets 2021: $7,753,7162021Assets 2022: $9,099,778Liabilities 2022: $444,797Net Assets 2022: $8,654,9812022Assets 2023: $10,559,394Liabilities 2023: $588,774Net Assets 2023: $9,970,6202023Assets 2024: $11,521,298Liabilities 2024: $656,963Net Assets 2024: $10,864,3352024

Highlighted filing

2019

Assets$4,159,017
Liabilities$188,018
Net Assets$3,970,999
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,181,8542010Expenses 2011: $1,190,1512011Expenses 2012: $1,109,6522012Revenue 2013: $1,388,698Expenses 2013: $1,199,370Net Income 2013: $189,3282013Revenue 2014: $1,486,515Expenses 2014: $1,416,469Net Income 2014: $70,0462014Revenue 2015: $1,617,966Expenses 2015: $1,877,943Net Income 2015: -$259,9772015Revenue 2016: $1,660,536Expenses 2016: $1,545,560Net Income 2016: $114,9762016Revenue 2017: $1,378,095Expenses 2017: $1,404,683Net Income 2017: -$26,5882017Revenue 2018: $1,580,441Expenses 2018: $1,542,978Net Income 2018: $37,4632018Revenue 2019: $1,702,117Expenses 2019: $1,647,296Net Income 2019: $54,8212019Revenue 2020: $3,637,857Expenses 2020: $1,768,837Net Income 2020: $1,869,0202020Revenue 2021: $3,882,428Expenses 2021: $2,094,702Net Income 2021: $1,787,7262021Revenue 2022: $3,813,804Expenses 2022: $2,522,775Net Income 2022: $1,291,0292022Revenue 2023: $3,843,422Expenses 2023: $2,644,499Net Income 2023: $1,198,9232023Revenue 2024: $3,663,188Expenses 2024: $3,130,656Net Income 2024: $532,5322024

Highlighted filing

2019

Revenue$1,702,117
Expenses$1,647,296
Net Income$54,821
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 18, 2020
Return Version
2019v5.1
Gross Receipts
$2,533,563
Mission and Program Overview

Mission

To affirm and safeguard the human dignity of individuals as they age and to promote better care for those near the end of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,149,235$2,609,664▲ $460,429
Investments Other Securities$639,725$762,073▲ $122,348
Investments in Publicly Traded Securities$514,658$267,278▼ $247,380
Accounts Receivable$344,755$254,316▼ $90,439
Cash and Non-Interest-Bearing Accounts$198,895$195,162▼ $3,733
Inventories for Sale or Use$38,491$49,812▲ $11,321
Prepaid Expenses and Deferred Charges$25,248$20,098▼ $5,150
Total Assets$3,911,505$4,159,017▲ $247,512
Other Assets Total$498$614▲ $116
Liabilities
Accounts Payable and Accrued Expenses$155,347$178,461▲ $23,114
Deferred Revenue$3,979$9,557▲ $5,578
Total Liabilities$159,326$188,018▲ $28,692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,752,179$3,970,999▲ $218,820
Total Net Assets Fund Balance$3,752,179$3,970,999▲ $218,820
Total Liabilities and Net Assets / Fund Balance$3,911,505$4,159,017▲ $247,512

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$331,421--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MalleyPresidentFT$204,563$56,000$260,563
Ed ToweyVice PresidentFT$118,040$11,709$129,749

Board Members and Trustees

NameTitle
Guy SmithChairman
James C CaprettaDirector
Leslie PietDirector
Robert BrochinDirector
Ronald RetzkeDirector
Patricia RussellSecretary
Jim ToweySee Part Vii, Sec B
E Zimmermann BoulosTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jim ToweyConsulting5174 MILANO STREET, Ave Maria, FL 34142$75,834
Revenue and Support

Revenue Composition

Contributions and Grants
$14,990
Program Service Revenue
$269,250
Investment Income
$95,178
Other Revenue
$1,322,699
All Other Contributions
$14,990
Change in Net Assets
$54,821

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,702,117
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$465,448
Total Revenue per Audited Statements
$2,167,565
Total Revenue per Form 990
$1,702,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$962,678
Other Expenses$684,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$354,791$41,864-$396,655
Current Officers, Directors, Trustees, and Key Employees$351,280$39,031-$390,311
Office Expenses$137,098$9,156-$146,254
Pension Plan Contributions$80,812$4,624-$85,436
Travel$64,937$4,337-$69,274
Occupancy$55,261$3,690-$58,951
Payroll Taxes$47,213$3,153-$50,366
All Other Expenses$39,279$2,471-$41,750
Other Employee Benefits$39,910--$39,910
Fees for Services Accounting$24,864--$24,864
Other Expenses$23,609$1,921-$23,609
Information Technology$21,866$1,460-$23,326
Insurance$7,337$490-$7,827
Fees for Service Investment Mgmnt Fees-$2,328-$2,328
Total Functional Expenses$1,526,313$120,983$0$1,647,296

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,948,745
Expenses per Audited Statements$1,647,296
Total Expenses per Form 990$1,647,296
Expenses Not Reported on Form 990$301,449
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ed ToweyFamily MemberEmployeeNo$118,040
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 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
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 2

“Ed towey is an employee of aging with dignity, inc and he is the brother of a board member.”

Form 990, Part VI, Section B, Line 11B

“The organization emails a draft copy of form 990 to the board members for their review. Additionally, the president and the accounting department manager review the tax return thoroughly.”

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

“At the annual board meeting, board members are asked to complete a statement disclosing any conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The board of directors excuses the president from the meeting to discuss his annual review and the compensation for his position. The compensation committee, comprised of chairman, treasurer and secretary, make a recommendation to the full board. Discussion includes review of form 990 of other organizations, existing employment agreements and relevant compensation surveys. Upon reaching a decision regarding his role as president and any change in compensation, the board calls for his return to the meeting. The board then presents to the president any changes to his compensation for the new year. The board chairman (guy smith) follows up, in writing, to any and all changes. This letter is then put into the president's employment folder. The compensation committee, comprised of chairman, treasurer and secretary, make a recommendation to the full board. Discussion includes review of 990 forms of other organizations, existing employment agreements and relevant compensation surveys.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aging With Dignity Inc
EIN
59-3367487
Phone
8506812010
Address
PO BOX 1661, TALLAHASSEE, FL 32302

Signing Officer

Name
Paul Malley
Title
President
Phone
8506812010
Signed
2020-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Malley
Formed
1996
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
7
Employees
16
Volunteers
8

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2633 CENTENNIAL BLVD STE 200, TALLAHASSEE, FL 32308
Preparer
Michael C Carter
Phone
8508788777
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The organization's process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization utilizes the accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of december 31, 2019, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 303,777. Investment fees -2,328.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 303,777. Investment fees -2,328.”

Raw XML AppendixShowing 400 of 533 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0155347
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0178461
IRS990/AccountsReceivableGrp/BOYAmt0344755
IRS990/AccountsReceivableGrp/EOYAmt0254316
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE.
IRS990/AllOtherContributionsAmt014990
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02471
IRS990/AllOtherExpensesGrp/ProgramServicesAmt039279
IRS990/AllOtherExpensesGrp/TotalAmt041750
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL MALLEY
IRS990/BooksInCareOfDetail/PhoneNum08506812010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03050 HIGHLAND OAKS TERRACE SUITE 2
IRS990/BooksInCareOfDetail/USAddress/CityNm0TALLAHASSEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032301
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0198895
IRS990/CashNonInterestBearingGrp/EOYAmt0195162
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt039031
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0351280
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0390311
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt075834
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05174 MILANO STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0AVE MARIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd034142
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0JIM TOWEY
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/CostOfGoodsSoldAmt0303777
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014990
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt095178
IRS990/CYOtherExpensesAmt0684618
IRS990/CYOtherRevenueAmt01322699
IRS990/CYProgramServiceRevenueAmt0269250
IRS990/CYRevenuesLessExpensesAmt054821
IRS990/CYSalariesCompEmpBnftPaidAmt0962678
IRS990/CYTotalExpensesAmt01647296
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01702117
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03979
IRS990/DeferredRevenueGrp/EOYAmt09557
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTE FIVE WISHES ADVANCE DIRECTIVE AND OTHER MATERIALS AND EDUCATE THE PUBLIC ON ADVANCE CARE PLANNING THROUGH WORKSHOPS, TO PROMOTE HUMAN DIGNITY FOR ELDERS AND THOSE WHO CARE FOR THEM
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01251119
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt024864
IRS990/FeesForServicesAccountingGrp/TotalAmt024864
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02328
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02328
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt056000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt911709
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1GUY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2E ZIMMERMANN BOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT BROCHIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES C CAPRETTA
IRS990/Form990PartVIISectionAGrp/PersonNm6LESLIE PIET
IRS990/Form990PartVIISectionAGrp/PersonNm7RONALD RETZKE
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM TOWEY
IRS990/Form990PartVIISectionAGrp/PersonNm9ED TOWEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0204563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9118040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SEE PART VII, SEC B
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04550
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0532219
IRS990/GrossReceiptsAmt02533563
IRS990/GrossSalesOfInventoryAmt01626276
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01460
IRS990/InformationTechnologyGrp/ProgramServicesAmt021866
IRS990/InformationTechnologyGrp/TotalAmt023326
IRS990/InsuranceGrp/ManagementAndGeneralAmt0490
IRS990/InsuranceGrp/ProgramServicesAmt07337
IRS990/InsuranceGrp/TotalAmt07827
IRS990/InventoriesForSaleOrUseGrp/BOYAmt038491
IRS990/InventoriesForSaleOrUseGrp/EOYAmt049812
IRS990/InvestmentIncomeGrp/ExclusionAmt090628
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090628
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0639725
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0762073
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0514658
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0267278
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0527669
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03752179
IRS990/NetAssetsOrFundBalancesEOYAmt03970999
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04550
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04550
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01322499
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01322499
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0163999
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03752179
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03970999
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03690
IRS990/OccupancyGrp/ProgramServicesAmt055261
IRS990/OccupancyGrp/TotalAmt058951
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09156
IRS990/OfficeExpensesGrp/ProgramServicesAmt0137098
IRS990/OfficeExpensesGrp/TotalAmt0146254
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0498
IRS990/OtherAssetsTotalGrp/EOYAmt0614
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039910
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039910
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3FORUM EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06458
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11921
IRS990/OtherExpensesGrp/ProgramServicesAmt0152586
IRS990/OtherExpensesGrp/ProgramServicesAmt196712
IRS990/OtherExpensesGrp/ProgramServicesAmt228758
IRS990/OtherExpensesGrp/ProgramServicesAmt323609
IRS990/OtherExpensesGrp/TotalAmt0152586
IRS990/OtherExpensesGrp/TotalAmt1103170
IRS990/OtherExpensesGrp/TotalAmt230679
IRS990/OtherExpensesGrp/TotalAmt323609
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COLLECTION ALLOWANCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200
IRS990/OtherRevenueTotalAmt0200
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041864
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0354791
IRS990/OtherSalariesAndWagesGrp/TotalAmt0396655
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03153
IRS990/PayrollTaxesGrp/ProgramServicesAmt047213
IRS990/PayrollTaxesGrp/TotalAmt050366
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04624
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt080812
IRS990/PensionPlanContributionsGrp/TotalAmt085436
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025248
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020098
IRS990/PrincipalOfficerNm0PAUL MALLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0LICENSE SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0269250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0269250
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCATING FOR BETTER END-OF-LIFE CARE THAT PRESERVES HUMAN DIGNITY AND PROMOTING SOUND PUBLIC POLICY ON AGING
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0275194
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015740
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt057014
IRS990/PYOtherExpensesAmt0689024
IRS990/PYOtherRevenueAmt01254365
IRS990/PYProgramServiceRevenueAmt0253322
IRS990/PYRevenuesLessExpensesAmt037463
IRS990/PYSalariesCompEmpBnftPaidAmt0853954
IRS990/PYTotalExpensesAmt01542978
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01580441
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt054821
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01591949
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02149235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02609664
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt090628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt072440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040667
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038404
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0280411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01895726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01932595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01628748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01937140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01879581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09273790
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt090628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt072440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040667
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0280411
IRS990ScheduleA/InvestmentIncomeCYPct00.02910
IRS990ScheduleA/InvestmentIncomePYPct00.02490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79990
IRS990ScheduleA/PublicSupportPY509Pct00.78450
IRS990ScheduleA/PublicSupportTotal509Amt07704394
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0270559
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0269388
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0192054
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0311281
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0603575
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01646857
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0270559
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0269388
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0192054
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0311281
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0603575
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01646857
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01910716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01948335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01641430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01965192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01885578
IRS990ScheduleA/Total509Grp/TotalAmt09351251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02001344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02020775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01679702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02005859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01923982
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09631662
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0301449
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01647296
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0163999
IRS990ScheduleD/OtherExpensesIncludedAmt0301449
IRS990ScheduleD/OtherRevenueAmt0301449
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt015010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1415642
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2331421
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUNICIPAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0465448
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01702117
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2019, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 303,777. INVESTMENT FEES -2,328.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 303,777. INVESTMENT FEES -2,328.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0762073
IRS990ScheduleD/TotalExpensesPerForm990Amt01647296
IRS990ScheduleD/TotalRevenuePerForm990Amt01702117
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02167565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01948745
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,159,017
Liabilities
$188,018
Net assets
$3,970,999
Revenue
$1,702,117
Expenses
$1,647,296
Net income
$54,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.66$10.9$3.66$3.13$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.59$9.97$3.84$2.64$1.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.44$8.65$3.81$2.52$1.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.23$7.75$3.88$2.09$1.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.22$6.00$3.64$1.77$1.87
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.19$3.97$1.70$1.65$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.16$3.75$1.58$1.54$0.04
2017Summary only. Only limited summary data is available for this year.$3.92$0.11$3.81$1.38$1.40$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.09$3.73$1.66$1.55$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.05$3.58$1.62$1.88$0.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.04$3.90$1.49$1.42$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.03$3.79$1.39$1.20$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.01$3.68$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.01$3.36$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.02$3.31$1.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits