Civic Intelligence

Seniorcare Experts Inc

990 • Fiscal year 2016 • EIN 61-0860265

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 28, 2017

Organization ProfileWWW.SRCAREEXPERTS.ORG

View Organization Page

145 Thierman LaneLouisville, KY 40207

(502) 896-2316

Siviq Scores

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

Liabilities / Assets

57th percentile

0.16x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$63,336

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$612,759

Up $186,594 (+44%) from 2015

Net Assets

Up

$516,085

Up $186,698 (+57%) from 2015

Liabilities

Down

$96,674

Down $104 (-0.1%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin72nd percentile

Revenue

Up

$1,533,268

Up $291,988 (+24%) from 2015

Expenses

Up

$1,346,570

Up $133,319 (+11%) from 2015

Net Income

Up

$186,698

Up $158,669 (+566%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $319,396Liabilities 2011: $61,967Net Assets 2011: $257,4292011Assets 2012: $255,212Liabilities 2012: $60,668Net Assets 2012: $194,5442012Assets 2013: $247,769Liabilities 2013: $70,563Net Assets 2013: $177,2062013Assets 2014: $382,459Liabilities 2014: $81,101Net Assets 2014: $301,3582014Assets 2015: $426,165Liabilities 2015: $96,778Net Assets 2015: $329,3872015Assets 2016: $612,759Liabilities 2016: $96,674Net Assets 2016: $516,0852016Assets 2017: $644,085Liabilities 2017: $81,881Net Assets 2017: $562,2042017Assets 2018: $558,524Liabilities 2018: $94,528Net Assets 2018: $463,9962018Assets 2019: $456,676Liabilities 2019: $103,405Net Assets 2019: $353,2712019Assets 2020: $446,361Liabilities 2020: $84,928Net Assets 2020: $361,4332020Assets 2021: $468,373Liabilities 2021: $40,078Net Assets 2021: $428,2952021Assets 2022: $0Liabilities 2022: $2,348Net Assets 2022: -$2,3482022

Highlighted filing

2016

Assets$612,759
Liabilities$96,674
Net Assets$516,085
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,180,3002011Expenses 2012: $1,148,1212012Expenses 2013: $1,309,9662013Revenue 2014: $1,502,067Expenses 2014: $1,377,915Net Income 2014: $124,1522014Revenue 2015: $1,241,280Expenses 2015: $1,213,251Net Income 2015: $28,0292015Revenue 2016: $1,533,268Expenses 2016: $1,346,570Net Income 2016: $186,6982016Revenue 2017: $1,285,751Expenses 2017: $1,239,632Net Income 2017: $46,1192017Revenue 2018: $1,190,108Expenses 2018: $1,288,316Net Income 2018: -$98,2082018Revenue 2019: $1,192,631Expenses 2019: $1,303,356Net Income 2019: -$110,7252019Revenue 2020: $1,277,215Expenses 2020: $1,269,053Net Income 2020: $8,1622020Revenue 2021: $1,083,072Expenses 2021: $1,016,210Net Income 2021: $66,8622021Revenue 2022: $130,061Expenses 2022: $555,766Net Income 2022: -$425,7052022

Highlighted filing

2016

Revenue$1,533,268
Expenses$1,346,570
Net Income$186,698
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$1,540,183
Mission and Program Overview

Mission

To enable seniors to live healthy, comfortable and fulfilling lives at home, by being a trusted non-profit provider of services, products and information in metro louisville.

Founded in 1974, seniorcare experts is a private non-profit 501(c)3 organization dedicated to helping seniors remain independent and aging in place.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$328,649$519,829▲ $191,180
Accounts Receivable$72,766$61,104▼ $11,662
Prepaid Expenses and Deferred Charges$2,377$10,254▲ $7,877
Total Assets$426,165$612,759▲ $186,594
Other Assets Total$22,373$21,572▼ $801
Liabilities
Accounts Payable and Accrued Expenses$67,291$61,549▼ $5,742
Other Liabilities$29,487$35,125▲ $5,638
Total Liabilities$96,778$96,674▼ $104
Net Assets / Fund Balance
Unrestricted Net Assets$307,014$478,330▲ $171,316
Permanently Rstr Net Assets$22,373$21,572▼ $801
Temporarily Rstr Net Assets-$16,183-
Total Net Assets Fund Balance$329,387$516,085▲ $186,698
Total Liabilities and Net Assets / Fund Balance$426,165$612,759▲ $186,594

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$22,373-▼ $4$797$21,572
2014$22,535-▲ $592$754$22,373
2013$20,348-▲ $2,912$725$22,535
2012$18,993-▲ $2,045$690$20,348
2011$19,493-▲ $196$696$18,993
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patty DissellExecutive DiFT$63,336$63,336

Board Members and Trustees

NameTitle
Matt AlbrechtChair
Jerry WeberBoard Member
Lisa JacobsBoard Member
Rhonda FallerBoard Member
Tammy MeadowsBoard Member
Terry LeschBoard Member
Jan ShoafSecretary
Greg MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,838
Program Service Revenue
$1,267,544
Investment Income
$1,093
Other Revenue
$-207
All Other Contributions
$210,840
Change in Net Assets
$186,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,533,268
Total Revenue per Audited Statements
$1,533,268
Total Revenue per Form 990
$1,533,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,122,709
Salaries, Compensation, and Employee Benefits$223,861
Total Fundraising Expense$35,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$109,016$8,616$15,982$133,614
Current Officers, Directors, Trustees, and Key Employees$51,745$4,117$7,474$63,336
Occupancy$36,556$2,886$4,885$44,327
Fees for Services Accounting-$42,600-$42,600
Payroll Taxes$14,113$1,123$2,038$17,274
Insurance$9,977$594$1,307$11,878
All Other Expenses$6,704$4,143$622$11,469
Office Expenses$3,188$5,734$964$9,886
Other Employee Benefits$7,873$627$1,137$9,637
Other Expenses$4,779$2,219$904$7,902
Travel$4,567-$11$4,578
Conferences and Meetings$1,162$723$146$2,031
Advertising$1,744$182-$1,926
Information Technology$1,306$81$173$1,560
Fees for Services Other$106--$106
Total Functional Expenses$1,219,782$91,145$35,643$1,346,570

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,346,570
Total Expenses per Audited Statements$1,346,570
Total Expenses per Form 990$1,346,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,915
Fundraising Gross Income$6,712
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Scramble$23,118$5,120$6,915$-1,795
Belmont Bbq$1,592---
Total Events$24,710$6,712$6,915$-203
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$35,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

“An initial draft of form 990 is prepared by an independent cpa and presented for review to the finance committee of the board of directors in connection with the presentation of the annual audit. The finance committee may propose changes which will be discussed and incorporated in to a final draft.”

Form 990, Page 6, Part VI, Line 12C

“Board members are required to complete a conflict of interest questionnaire at the time of the initial seating and update it, as necessary, thereafter. Should a matter come before the board involving a member who is a party to an identified conflict, the member would be asked to abstain.”

Form 990, Page 6, Part VI, Line 15A

“Salaries ae determined by a pay plan established and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Salaries ae determined by a pay plan established and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Governing and other documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Seniorcare Experts Inc
EIN
61-0860265
Phone
5028962316
Address
145 THIERMAN LANE, LOUISVILLE, KY 40207

Signing Officer

Name
Patty Dissell
Title
Executive Director
Phone
5028962316
Signed
2017-02-28

Organization Details

Principal Officer
Patty Dissell
Formed
1974
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
220

Preparer

Firm
Baldwin Cpas Pllc
Address
943 S 1ST STREET, LOUISVILLE, KY 40203
Preparer
Barbara Lasky
Phone
5025849793
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Transportation - escorted transportation for the elderly, providing rides to medical appointments and other errands located in jefferson county.”

Form 990, Page 12, Part XII, Line 2C

“Process has not changed from prior year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Management has concluded that any tax positions that would not meet the more-likely-than-not criterion of fasb abc 740-10 would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not included any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statement of activities or accrued in the statement of financial position.”

Raw XML AppendixShowing 400 of 496 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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IRS990/OtherExpensesGrp/TotalAmt1121010
IRS990/OtherExpensesGrp/TotalAmt217500
IRS990/OtherExpensesGrp/TotalAmt37902
IRS990/OtherLiabilitiesGrp/BOYAmt029487
IRS990/OtherLiabilitiesGrp/EOYAmt035125
IRS990/OtherRevenueMiscGrp/Desc0INCOME FROM BENEFICIAL TRUST
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-4
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-4
IRS990/OtherRevenueTotalAmt0-4
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015982
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08616
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0109016
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133614
IRS990/OtherWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02038
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01123
IRS990/PayrollTaxesGrp/ProgramServicesAmt014113
IRS990/PayrollTaxesGrp/TotalAmt017274
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt022373
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02377
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010254
IRS990/PrincipalOfficerNm0PATTY DISSELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0HOMECARE
IRS990/ProgramServiceRevenueGrp/Desc1LIFELINE
IRS990/ProgramServiceRevenueGrp/Desc2MEALS
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0787954
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1301757
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2162304
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt315529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0787954
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1301757
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2162304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt315529
IRS990/ProgSrvcAccomActy2Grp/Desc0MEALS - DELIVERING NUTRITIONAL, WELL BALANCED MEALS TO HOMEBOUND SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0180484
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0162304
IRS990/ProgSrvcAccomActy3Grp/Desc0LIFELINE - INSTALLING AND SERVICING PHILIPS LIFELINE EMERGENCY ASSISTANCE IN THE HOMES OF THE ELDERLY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0238293
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0301757
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRANSPORTATION - ESCORTED TRANSPORTATION FOR THE ELDERLY, PROVIDING RIDES TO MEDICAL APPOINTMENTS AND OTHER ERRANDS LOCATED IN JEFFERSON COUNTY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt063647
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt015529
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0134046
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01047
IRS990/PYOtherExpensesAmt0995831
IRS990/PYOtherRevenueAmt019919
IRS990/PYProgramServiceRevenueAmt01086268
IRS990/PYRevenuesLessExpensesAmt028029
IRS990/PYSalariesCompEmpBnftPaidAmt0217420
IRS990/PYTotalExpensesAmt01213251
IRS990/PYTotalRevenueAmt01241280
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0186698
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0787954
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt05,745
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0264838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0132418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt078702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0780599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0671
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04543
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01267544
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06708
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0592
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02912
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02045
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0196
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012453
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82490
IRS990ScheduleA/PublicSupportPY170Pct00.77920
IRS990ScheduleA/PublicSupportTotal170Amt0657955
IRS990ScheduleA/SubstantialContributorsTotAmt0122644
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0264838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0128286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0176355
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0132418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078702
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0780599
IRS990ScheduleA/TotalSupportAmt0797595
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022373
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt021572
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0797
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0592
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0754
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt020348
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02912
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0725
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt018993
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt020348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02045
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt019493
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt018993
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0696
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01346570
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTOMER DEPOSITS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueSubtotalAmt01533268
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FASB ABC 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDED ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt01346570
IRS990ScheduleD/TotalLiabilityAmt035125
IRS990ScheduleD/TotalRevenuePerForm990Amt01533268
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01533268
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01346570
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017998
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017998
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06915
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF SCRAMBLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BELMONT BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06712
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-203
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06915
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSPORTATION - ESCORTED TRANSPORTATION FOR THE ELDERLY, PROVIDING RIDES TO MEDICAL APPOINTMENTS AND OTHER ERRANDS LOCATED IN JEFFERSON COUNTY.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,759
Liabilities
$96,674
Net assets
$516,085
Revenue
$1,533,268
Expenses
$1,346,570
Net income
$186,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.13$0.56$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.04$0.43$1.08$1.02$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.08$0.36$1.28$1.27$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.10$0.35$1.19$1.30$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.09$0.46$1.19$1.29$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.08$0.56$1.29$1.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.10$0.52$1.53$1.35$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.10$0.33$1.24$1.21$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.08$0.30$1.50$1.38$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.07$0.18$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.06$0.19$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.06$0.26$1.18