Civic Intelligence

Brevard Alzheimer'S Foundation Inc

990 • Fiscal year 2019 • EIN 59-3369526

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 15, 2020

Organization ProfileBREVARDALZ.ORG
4676 North Wickham RoadMelbourne, FL 32935

(321) 253-4430

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.18x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.35x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

24th percentile

-7.0%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

51st percentile

$64,615

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

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

Asset Growth

21st percentile

-4.4%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3,741,568

Down $171,212 (-4.4%) from 2018

Net Assets

Down

$3,052,079

Down $85,882 (-2.7%) from 2018

Liabilities

Down

$689,489

Down $85,330 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin24th percentile

Revenue

Down

$1,947,109

Down $318,240 (-14%) from 2018

Expenses

Down

$2,082,842

Down $181,163 (-8.0%) from 2018

Net Income

Down

-$135,733

Down $137,077 (-10199%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,133,694Liabilities 2010: $737,694Net Assets 2010: $396,0002010Assets 2011: $927,047Liabilities 2011: $805,764Net Assets 2011: $121,2832011Assets 2012: $2,799,086Liabilities 2012: $674,000Net Assets 2012: $2,125,0862012Assets 2013: $4,355,107Liabilities 2013: $572,642Net Assets 2013: $3,782,4652013Assets 2014: $4,298,566Liabilities 2014: $795,847Net Assets 2014: $3,502,7192014Assets 2015: $4,321,955Liabilities 2015: $651,932Net Assets 2015: $3,670,0232015Assets 2016: $4,050,941Liabilities 2016: $820,870Net Assets 2016: $3,230,0712016Assets 2017: $4,081,210Liabilities 2017: $931,206Net Assets 2017: $3,150,0042017Assets 2018: $3,912,780Liabilities 2018: $774,819Net Assets 2018: $3,137,9612018Assets 2019: $3,741,568Liabilities 2019: $689,489Net Assets 2019: $3,052,0792019Assets 2020: $4,124,282Liabilities 2020: $886,571Net Assets 2020: $3,237,7112020Assets 2021: $4,640,236Liabilities 2021: $703,004Net Assets 2021: $3,937,2322021Assets 2022: $4,353,535Liabilities 2022: $373,578Net Assets 2022: $3,979,9572022Assets 2023: $4,613,808Liabilities 2023: $428,823Net Assets 2023: $4,184,9852023Assets 2025: $4,030,456Liabilities 2025: $438,515Net Assets 2025: $3,591,9412025

Highlighted filing

2019

Assets$3,741,568
Liabilities$689,489
Net Assets$3,052,079
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,243,0122010Expenses 2011: $2,739,5092011Expenses 2012: $4,388,1322012Expenses 2013: $5,272,3992013Revenue 2014: $3,276,149Expenses 2014: $3,555,895Net Income 2014: -$279,7462014Revenue 2015: $2,788,486Expenses 2015: $2,621,182Net Income 2015: $167,3042015Revenue 2016: $2,255,789Expenses 2016: $2,695,741Net Income 2016: -$439,9522016Revenue 2017: $2,484,272Expenses 2017: $2,564,339Net Income 2017: -$80,0672017Revenue 2018: $2,265,349Expenses 2018: $2,264,005Net Income 2018: $1,3442018Revenue 2019: $1,947,109Expenses 2019: $2,082,842Net Income 2019: -$135,7332019Revenue 2020: $2,467,995Expenses 2020: $2,332,176Net Income 2020: $135,8192020Revenue 2021: $2,703,441Expenses 2021: $2,340,029Net Income 2021: $363,4122021Revenue 2022: $3,635,507Expenses 2022: $3,297,816Net Income 2022: $337,6912022Revenue 2023: $4,498,357Expenses 2023: $4,337,278Net Income 2023: $161,0792023Revenue 2025: $3,637,562Expenses 2025: $4,301,787Net Income 2025: -$664,2252025

Highlighted filing

2019

Revenue$1,947,109
Expenses$2,082,842
Net Income-$135,733
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 15, 2020
Return Version
2018v3.1
Gross Receipts
$2,087,209
Mission and Program Overview

Mission

To provide quality community and facility-based adult day health care with integrity and compassion with an emphasis on alzheimer's & dementia related diseases. We embrace our responsibility to create an environment where those who cannot care for themselves can flourish.

Brevard alzheimer's founation, inc mission is to provide quality, community-based care to frail elders and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,806,581$1,679,531▼ $127,050
Land, Buildings, and Equipment, Net$1,692,029$1,577,045▼ $114,984
Accounts Receivable$205,318$222,366▲ $17,048
Savings and Temporary Cash Investments-$113,669-
Pledges and Grants Receivable$70,000$72,500▲ $2,500
Prepaid Expenses and Deferred Charges$70,136$54,755▼ $15,381
Cash and Non-Interest-Bearing Accounts$68,716$21,702▼ $47,014
Total Assets$3,912,780$3,741,568▼ $171,212
Liabilities
Other Liabilities$649,902$563,272▼ $86,630
Accounts Payable and Accrued Expenses$124,917$126,217▲ $1,300
Total Liabilities$774,819$689,489▼ $85,330
Net Assets / Fund Balance
Permanently Rstr Net Assets-$2,277,215-
Unrestricted Net Assets$3,137,961$774,864▼ $2,363,097
Total Net Assets Fund Balance$3,137,961$3,052,079▼ $85,882
Total Liabilities and Net Assets / Fund Balance$3,912,780$3,741,568▼ $171,212

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$939,093$1,261,699$2,200,792
Land$519,500-$519,500
Other Land Buildings$118,452$167,513$285,965
Equipment$0$70,331$70,331
Leasehold Improvements$0$4,359$4,359
Investment Program Related Org$1,679,531--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,777,963-▲ $77,173$110,872$1,744,264
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Timothy V Timmermann JrExecutive DirectorFT$64,615$64,615

Board Members and Trustees

NameTitle
George CusimanoChair
Janet RooksVice Chair
David PalmbachDirector
Jason SteeleDirector
Kristie MeadeDirector
Laurie SurpriseDirector
Melba LochmandyDirector
Richard LewisDirector
Ross ClevensDirector
Whitney WaiteDirector
Shane RobinsonSecretary
Karen ChamblissTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$343,749
Program Service Revenue
$1,356,155
Investment Income
$35,170
Other Revenue
$212,035
All Other Contributions
$191,489
Change in Net Assets
$-135,733

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$39,578
Total Noncash Contributions1$39,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,920,249
Revenue Not Reported on Financial Statements
$26,860
Revenue Not Reported on Form 990
$216,811
Total Revenue per Audited Statements
$2,137,060
Total Revenue per Form 990
$1,947,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,320,562
Other Expenses$762,280
Total Fundraising Expense$14,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,097,253$58,418$1,993$1,157,664
Depreciation Depletion$106,935$6,899$1,150$114,984
Payroll Taxes$85,863$7,197$223$93,283
Occupancy$81,452$5,255$875$87,582
All Other Expenses$83,088$2,310$352$85,750
Insurance$81,473$2,231$846$84,550
Current Officers, Directors, Trustees, and Key Employees$65,982$3,513$120$69,615
Office Expenses$54,249$1,696$7,037$62,982
Travel$40,519$314-$40,833
Other Expenses$36,808$2,375$395$39,578
Fees for Services Accounting$29,295$1,890$315$31,500
Information Technology$23,037$1,486$246$24,769
Advertising$3,019$195-$3,214
Fees for Services Legal$2,010$130$20$2,160
Fees for Services Other$1,942--$1,942
Total Functional Expenses$1,974,018$94,649$14,175$2,082,842

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,222,942
Expenses per Audited Statements$2,082,842
Total Expenses per Form 990$2,082,842
Expenses Not Reported on Form 990$140,100
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$296,774
Gaming Direct Expenses$118,534
Fundraising Gross Income$55,361
Fundraising Direct Expenses$21,566
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heels & Wheels$27,955$27,955$4,626$23,329
Car/bbq$825$825$302$523
Total Events$55,361$55,361$21,566$33,795
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Margin Loan$563,272
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 B, Line 11B

“Reviewed by executive director”

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

“All employees and board members sign a confidentiality and non-discloser agreement when onboarded.”

Form 990, Part VI, Section B, Line 15

“Finance committee reviews budget and approves”

Form 990, Part VI, Section C, Line 19

“Board of directors provide documents upon request”

Filing and Contact Details

Filer

Filer Name
BREVARD ALZHEIMER'S FOUNDATION INC
EIN
59-3369526
Phone
3212534430
Address
4676 NORTH WICKHAM ROAD, MELBOURNE, FL 32935

Signing Officer

Name
Timothy Timmermann
Title
Executive Director
Phone
3212534430
Signed
2020-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Timmermann
Formed
1995
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
98
Volunteers
489

Preparer

Firm
Carr Riggs & Ingram LLC
Address
215 BAYTREE DRIVE, MELBOURNE, FL 32940
Preparer
Michael S Cerow CPA
Phone
3212550088
Supplemental Narrative

Additional Explanations

Part X Line 27 and 29

“Line 27 is net assets without donor restrictions and line 29 is net assets with donor restrictions.”

Financial Statement Notes

PART X, LINE 2:

“Brevard alzheimer's foundation, inc. Is exempt from federal and state income tax under section 501(a) of the internal revenue code as an organization described in section 501(c)(3). Therefore, only income from business unrelated to the organization's charitable purpose is subject to federal or state income tax. The organization follows the accounting guidance for uncertainty in income taxes using the provisions of 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 position will be sustained upon examination by the tax authorities. As of june 30, 2019, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, the organization had no interest and penalties related to income taxes. With few exceptions, the organization is no longer subject to u.s. Federal, state and local income tax examinations by tax authorities for years before 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 140,100.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 140,100.”

Raw XML AppendixShowing 400 of 583 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/BOYAmt0124917
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0126217
IRS990/AccountsReceivableGrp/BOYAmt0205318
IRS990/AccountsReceivableGrp/EOYAmt0222366
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BREVARD ALZHEIMER'S FOUNATION, INC MISSION IS TO PROVIDE QUALITY, COMMUNITY-BASED CARE TO FRAIL ELDERS AND CAREGIVERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0195
IRS990/AdvertisingGrp/ProgramServicesAmt03019
IRS990/AdvertisingGrp/TotalAmt03214
IRS990/AllOtherContributionsAmt0191489
IRS990/AllOtherExpensesGrp/FundraisingAmt0352
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02310
IRS990/AllOtherExpensesGrp/ProgramServicesAmt083088
IRS990/AllOtherExpensesGrp/TotalAmt085750
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURA LEWIS OR TIM TIMMERMANN
IRS990/BooksInCareOfDetail/PhoneNum03212534430
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04676 N WICKHAM ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MELBOURNE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032935
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt068716
IRS990/CashNonInterestBearingGrp/EOYAmt021702
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0120
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03513
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt065982
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt069615
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0343749
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt035170
IRS990/CYOtherExpensesAmt0762280
IRS990/CYOtherRevenueAmt0212035
IRS990/CYProgramServiceRevenueAmt01356155
IRS990/CYRevenuesLessExpensesAmt0-135733
IRS990/CYSalariesCompEmpBnftPaidAmt01320562
IRS990/CYTotalExpensesAmt02082842
IRS990/CYTotalFundraisingExpenseAmt014175
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01947109
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01150
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06899
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0106935
IRS990/DepreciationDepletionGrp/TotalAmt0114984
IRS990/Desc0ADULT DAY CARE BREVARD ALZHEIMER'S FOUNDATION PROVIDES CARE TO PERSONS WITH NON-TREATABLE MEMORY LOSS AND ALSO TO THEIR FAMILIES. OUR ORGANIZATION PROVIDES A CREATIVE DAY CARE ENVIRONMENT WITH THERAPEUTIC ACTIVITIES FOR PERSONS WITH ALZHEIMER'S DISEASE. WE ALSO PROVIDE RESPITE FOR FAMILIES AND CAREGIVERS OF THOSE SUFFERING WITH ALZHEIMER'S DISEASE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt098
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01485348
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0315
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01890
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt029295
IRS990/FeesForServicesAccountingGrp/TotalAmt031500
IRS990/FeesForServicesLegalGrp/FundraisingAmt020
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0130
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02010
IRS990/FeesForServicesLegalGrp/TotalAmt02160
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01942
IRS990/FeesForServicesOtherGrp/TotalAmt01942
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.46
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.46
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.46
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.46
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORGE CUSIMANO
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN CHAMBLISS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm3MELBA LOCHMANDY
IRS990/Form990PartVIISectionAGrp/PersonNm4SHANE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JANET ROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm6ROSS CLEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm8LAURIE SURPRISE
IRS990/Form990PartVIISectionAGrp/PersonNm9KRISTIE MEADE
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID PALMBACH
IRS990/Form990PartVIISectionAGrp/PersonNm11WHITNEY WAITE
IRS990/Form990PartVIISectionAGrp/PersonNm12TIMOTHY V TIMMERMANN JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1264615
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt021566
IRS990/FundraisingGrossIncomeAmt055361
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt0118534
IRS990/GamingGrossIncomeAmt0296774
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0152260
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02087209
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0246
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01486
IRS990/InformationTechnologyGrp/ProgramServicesAmt023037
IRS990/InformationTechnologyGrp/TotalAmt024769
IRS990/InsuranceGrp/FundraisingAmt0846
IRS990/InsuranceGrp/ManagementAndGeneralAmt02231
IRS990/InsuranceGrp/ProgramServicesAmt081473
IRS990/InsuranceGrp/TotalAmt084550
IRS990/InvestmentExpenseAmt0-26860
IRS990/InvestmentIncomeGrp/ExclusionAmt035170
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035170
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01806581
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01679531
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01503902
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01692029
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01577045
IRS990/LandBldgEquipCostOrOtherBssAmt03080947
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE QUALITY COMMUNITY AND FACILUTY BASED SERVICES TO FRAIL ADULTS AND CAREGIVERS. AN EMPHASIS IS PLACED ON ALZHEIMER'S OR DEMENTIA RELATED DISEASES (ADRD) THROUGH CARE MANAGEMENT, ADULT DAY CARE, TRANSPORTATION, AND HOME-BASED SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03137961
IRS990/NetAssetsOrFundBalancesEOYAmt03052079
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt033795
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt033795
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0178240
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0178240
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt076711
IRS990/NoncashContributionsAmt039578
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0875
IRS990/OccupancyGrp/ManagementAndGeneralAmt05255
IRS990/OccupancyGrp/ProgramServicesAmt081452
IRS990/OccupancyGrp/TotalAmt087582
IRS990/OfficeExpensesGrp/FundraisingAmt07037
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01696
IRS990/OfficeExpensesGrp/ProgramServicesAmt054249
IRS990/OfficeExpensesGrp/TotalAmt062982
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1LEASE
IRS990/OtherExpensesGrp/Desc2STIPEND
IRS990/OtherExpensesGrp/Desc3IN-KIND
IRS990/OtherExpensesGrp/FundraisingAmt0603
IRS990/OtherExpensesGrp/FundraisingAmt1395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0740
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12375
IRS990/OtherExpensesGrp/ProgramServicesAmt070227
IRS990/OtherExpensesGrp/ProgramServicesAmt159297
IRS990/OtherExpensesGrp/ProgramServicesAmt251569
IRS990/OtherExpensesGrp/ProgramServicesAmt336808
IRS990/OtherExpensesGrp/TotalAmt070227
IRS990/OtherExpensesGrp/TotalAmt160640
IRS990/OtherExpensesGrp/TotalAmt251569
IRS990/OtherExpensesGrp/TotalAmt339578
IRS990/OtherLiabilitiesGrp/BOYAmt0649902
IRS990/OtherLiabilitiesGrp/EOYAmt0563272
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01993
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058418
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01097253
IRS990/OtherSalariesAndWagesGrp/TotalAmt01157664
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0223
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07197
IRS990/PayrollTaxesGrp/ProgramServicesAmt085863
IRS990/PayrollTaxesGrp/TotalAmt093283
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02277215
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt070000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt072500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt070136
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054755
IRS990/PrincipalOfficerNm0TIMOTHY TIMMERMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0DAY CARE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1LONG TERM MANAGED CARE
IRS990/ProgramServiceRevenueGrp/Desc2WORLD ELDER ABUSE DAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01115374
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1232334
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01115374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1232334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28447
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTATION, THE ORGANIZATION, STRIVES TO ASSIST THE ELDERLY IN REMAINING IN THEIR HOMES AS LONG AS POSSIBLE BY PROVIDING VARIOUS SUPPORT SERVICES INCLUDING NON-EMERGENCY AND LIFE-SUSTAINING TRANSPORTATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0377498
IRS990/ProgSrvcAccomActy3Grp/Desc0IN HOME RESPITE, WE TRAIN VOLUNTEERS TO PROVIDE IN-HOME RELIEF TO ALZHEIMER'S CAREGIVERS WHILE PROVIDING SUPERVISION AND COMPASSION TO THE ALZEHEIMER'S PATIENTS AND THEIR FAMILIES TO MAINTAIN THEIR INDEPENDENCE, DIGNITY AND QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt096892
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT FOR INDIRECT EXPENSES NECESSARY TO ADMINISTER AND SUPPLEMENT PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt014280
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01349079
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt089562
IRS990/PYOtherExpensesAmt0980872
IRS990/PYOtherRevenueAmt0339692
IRS990/PYProgramServiceRevenueAmt0487016
IRS990/PYRevenuesLessExpensesAmt01344
IRS990/PYSalariesCompEmpBnftPaidAmt01283133
IRS990/PYTotalExpensesAmt02264005
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02265349
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-135733
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt01356155
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0343749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01349079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01485808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01421649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01117881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05718166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035170
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035170
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06158207
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99390
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt05718166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0343749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01349079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01485808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01421649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01117881
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05718166
IRS990ScheduleA/TotalSupportAmt05753336
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.03000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0939093
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01261699
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02200792
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01777963
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01744264
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt077173
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0110872
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070331
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt070331
IRS990ScheduleD/ExpensesNotReportedAmt0140100
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02082842
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026860
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01679531
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0AMERIRPRISE ENDOWMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt0519500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0519500

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
$3,741,568
Liabilities
$689,489
Net assets
$3,052,079
Revenue
$1,947,109
Expenses
$2,082,842
Net income
-$135,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.44$3.59$3.64$4.30$0.66
2023Summary only. Only limited summary data is available for this year.$4.61$0.43$4.18$4.50$4.34$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.37$3.98$3.64$3.30$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.70$3.94$2.70$2.34$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.89$3.24$2.47$2.33$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.69$3.05$1.95$2.08$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.77$3.14$2.27$2.26$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.93$3.15$2.48$2.56$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.82$3.23$2.26$2.70$0.44
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.65$3.67$2.79$2.62$0.17
2014Summary only. Only limited summary data is available for this year.$4.30$0.80$3.50$3.28$3.56$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.57$3.78$5.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.67$2.13$4.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.81$0.12$2.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.74$0.40$3.24
Peer Organizations

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