Civic Intelligence

Elderserve Inc.

990 • Fiscal year 2014 • EIN 61-6024140

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileWWW.ELDERSERVEINC.ORG

View Organization Page

300 East Market Street Suite 190Louisville, KY 40202

(502) 587-8673

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.13x

Higher debt load relative to assets than 52% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

60th percentile

6.3%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,822,145

Up $247,214 (+16%) from 2013

Net Assets

Up

$1,593,359

Up $217,384 (+16%) from 2013

Liabilities

Up

$228,786

Up $29,830 (+15%) from 2013

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin60th percentile

Revenue

Up

$2,704,074

Up $411,990 (+18%) from 2013

Expenses

Up

$2,533,916

Up $131,177 (+5.5%) from 2013

Net Income

Up

$170,158

Up $280,813 (+254%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,716,271Liabilities 2011: $113,052Net Assets 2011: $1,603,2192011Assets 2012: $1,649,275Liabilities 2012: $155,091Net Assets 2012: $1,494,1842012Assets 2013: $1,574,931Liabilities 2013: $198,956Net Assets 2013: $1,375,9752013Assets 2014: $1,822,145Liabilities 2014: $228,786Net Assets 2014: $1,593,3592014Assets 2015: $1,978,676Liabilities 2015: $313,787Net Assets 2015: $1,664,8892015Assets 2016: $1,530,623Liabilities 2016: $264,524Net Assets 2016: $1,266,0992016Assets 2017: $9,861,485Liabilities 2017: $8,085,443Net Assets 2017: $1,776,0422017Assets 2018: $9,274,040Liabilities 2018: $7,222,383Net Assets 2018: $2,051,6572018Assets 2019: $10,693,470Liabilities 2019: $8,583,795Net Assets 2019: $2,109,6752019Assets 2020: $9,053,579Liabilities 2020: $7,202,347Net Assets 2020: $1,851,2322020Assets 2021: $2,141,382Liabilities 2021: $1,072,175Net Assets 2021: $1,069,2072021Assets 2022: $1,376,544Liabilities 2022: $492,263Net Assets 2022: $884,2812022Assets 2023: $2,847,761Liabilities 2023: $1,507,708Net Assets 2023: $1,340,0532023Assets 2024: $3,509,999Liabilities 2024: $1,529,848Net Assets 2024: $1,980,1512024

Highlighted filing

2014

Assets$1,822,145
Liabilities$228,786
Net Assets$1,593,359
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,775,654Expenses 2011: $2,963,999Net Income 2011: -$188,3452011Expenses 2012: $2,548,1852012Revenue 2013: $2,292,084Expenses 2013: $2,402,739Net Income 2013: -$110,6552013Revenue 2014: $2,704,074Expenses 2014: $2,533,916Net Income 2014: $170,1582014Revenue 2015: $2,999,356Expenses 2015: $2,886,339Net Income 2015: $113,0172015Revenue 2016: $2,757,835Expenses 2016: $3,091,206Net Income 2016: -$333,3712016Revenue 2017: $3,226,701Expenses 2017: $3,366,506Net Income 2017: -$139,8052017Revenue 2018: $3,811,932Expenses 2018: $3,483,101Net Income 2018: $328,8312018Revenue 2019: $3,493,613Expenses 2019: $3,440,996Net Income 2019: $52,6172019Revenue 2020: $2,327,967Expenses 2020: $2,586,409Net Income 2020: -$258,4422020Revenue 2021: $1,853,235Expenses 2021: $2,031,343Net Income 2021: -$178,1082021Revenue 2022: $941,391Expenses 2022: $1,126,317Net Income 2022: -$184,9262022Revenue 2023: $967,673Expenses 2023: $511,899Net Income 2023: $455,7742023Revenue 2024: $1,660,163Expenses 2024: $1,020,067Net Income 2024: $640,0962024

Highlighted filing

2014

Revenue$2,704,074
Expenses$2,533,916
Net Income$170,158
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$2,859,562
Mission and Program Overview

Mission

Elderserve, Inc. provides services to empower older adults to live independently with dignity in Louisville/Jefferson County.

Elderserve, inc provides services to empower older adults to live independently with dignity in louisville/jefferson county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$909,903$897,876▼ $12,027
Pledges and Grants Receivable$381,675$577,159▲ $195,484
Accounts Receivable$113,685$137,787▲ $24,102
Cash and Non-Interest-Bearing Accounts$22,807$103,731▲ $80,924
Land, Buildings, and Equipment, Net$77,242$61,674▼ $15,568
Investments Other Securities$25,026$24,182▼ $844
Prepaid Expenses and Deferred Charges$44,593$19,736▼ $24,857
Total Assets$1,574,931$1,822,145▲ $247,214
Liabilities
Accounts Payable and Accrued Expenses$167,055$206,732▲ $39,677
Deferred Revenue$31,901$22,054▼ $9,847
Total Liabilities$198,956$228,786▲ $29,830
Net Assets / Fund Balance
Unrestricted Net Assets$1,081,960$1,302,127▲ $220,167
Temporarily Rstr Net Assets$294,015$291,232▼ $2,783
Total Net Assets Fund Balance$1,375,975$1,593,359▲ $217,384
Total Liabilities and Net Assets / Fund Balance$1,574,931$1,822,145▲ $247,214

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$61,674$364,976$426,650
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Kenneth CookPresident
A Frazier CurryDirector
Anne MurnerDirector
Carl Amorose JrDirector
Carolyn NeustadtDirector
Christopher KipperDirector
Colleen MorrisDirector
Dana MoodyDirector
Dr M Celeste ShawlerDirector
Eleanor ForemanDirector
Eric SchrengerDirector
Gladys BarclayDirector
J Dwayne HartDirector
Kippy YoungDirector
Lydia ShinaDirector
Merrily OrsiniDirector
Sandra FuquaDirector
Sharon WeissbachDirector
Stan SimsDirector
Stephen BergerDirector
Thomas FentonDirector
Vicki Aubrey WelchDirector
W Michael HanksDirector
Julia MeredithSecretary
Deborah PrewittTreasurer
Brian LowerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,139,311
Program Service Revenue
$459,826
Investment Income
$55,177
Other Revenue
$49,760
All Other Contributions
$443,657
Change in Net Assets
$170,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,704,074
Revenue Not Reported on Form 990
$169,311
Total Revenue per Audited Statements
$2,873,385
Total Revenue per Form 990
$2,704,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,886,234
Other Expenses$647,682
Total Fundraising Expense$82,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,470,810$82,738$55,870$1,609,418
Other Employee Benefits$147,480$7,468$1,983$156,931
Payroll Taxes$108,981$6,328$4,576$119,885
All Other Expenses$97,794$7,488$6,855$112,137
Fees for Services Other$52,436$12,318$4,635$69,389
Travel$63,326--$63,326
Insurance$24,644$4,927$1,140$30,711
Other Expenses$29,610$762$166$29,610
Office Expenses$22,842$651$2,177$25,670
Depreciation Depletion$17,826$5,680$1,237$24,743
Occupancy$23,618--$23,618
Advertising$10,740$744$353$11,837
Conferences and Meetings$10,196$721$474$11,391
Total Functional Expenses$2,320,489$131,384$82,043$2,533,916

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,656,001
Expenses per Audited Statements$2,533,916
Total Expenses per Form 990$2,533,916
Expenses Not Reported on Form 990$122,085
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,285
Fundraising Direct Expenses$12,125
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$78,570$54,895$12,057$42,838
Event 2$7,813$1,390$68$1,322
Total Events$86,383$56,285$12,125$44,160
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“An electronic copy of the completed form 990 is emailed to board members for their review and comments prior to filing the form.”

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

“Annually, each member of the board of directors is asked to complete an affirmation of compliance and a disclosure statement. The disclosure statements are then reviewed by the ceo and cfo to determine any need for additional information. A record is kept of all transactions in which a person has a conflict of interest and the procedures followed in such instances.”

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

“The ceo prepares a self-evaluation and is evaluated based on goals and objectives for the year by the executive committee. The compensation amount is determined primarily through comparable data and is approved by the executive committee.”

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

“Other officers and employees are evaluated internally and compensation is determined primarily by comparable data.”

Form 990, Page 6, Part VI, Line 19

“The organization's financial statements are available on guidestar and upon request. Governing documents and the conflict of interest policy are also available upon request. An annual report that includes financial information is published on the organization's website and it is available upon request.”

Filing and Contact Details

Filer

EIN
61-6024140
Phone
5025878673

Signing Officer

Name
Julie Guenthner
Title
Chief Executive Officer
Phone
5025878673
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Guenthner
Formed
1962
Legal Domicile
Ky
Voting Board Members
26
Independent Board Members
26
Employees
129
Volunteers
311

Preparer

Preparer
Joseph L Brown CPA
Phone
8129455236
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expense reported on the stmt of revenue 12,085 direct fundraising expense reported on the stmt of revenue -12,085”

Financial Statement Notes

Schedule D, Page 3, Part X

“Elderserve, inc. Is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The organization evaluates its uncertain tax positions in accordance with applicable standards. The organization has evaluated its tax positions and believes that it has none that are uncertain.”

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising expense reported on the stmt of revenue 12,085”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expense reported on the stmt of revenue 12,085”

Raw XML AppendixShowing 400 of 558 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/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,822,145
Liabilities
$228,786
Net assets
$1,593,359
Revenue
$2,704,074
Expenses
$2,533,916
Net income
$170,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$1.53$1.98$1.66$1.02$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.85$1.51$1.34$0.97$0.51$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.49$0.88$0.94$1.13$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.14$1.07$1.07$1.85$2.03$0.18
2020Detailed filing. Detailed filing data is available for this year.$9.05$7.20$1.85$2.33$2.59$0.26
2019Detailed filing. Detailed filing data is available for this year.$10.7$8.58$2.11$3.49$3.44$0.05
2018Detailed filing. Detailed filing data is available for this year.$9.27$7.22$2.05$3.81$3.48$0.33
2017Detailed filing. Detailed filing data is available for this year.$9.86$8.09$1.78$3.23$3.37$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.26$1.27$2.76$3.09$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.31$1.66$3.00$2.89$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.23$1.59$2.70$2.53$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.20$1.38$2.29$2.40$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.16$1.49$2.55
2011Summary only. Only limited summary data is available for this year.$1.72$0.11$1.60$2.78$2.96$0.19