Civic Intelligence

Elderserve Inc.

990 • Fiscal year 2016 • EIN 61-6024140

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 06, 2016

Organization ProfileWWW.ELDERSERVEINC.ORG

View Organization Page

215 W Breckinridge StreetLouisville, KY 40203

(502) 587-8673

Siviq Scores

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

Liabilities / Assets

59th percentile

0.17x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.10x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

70th percentile

$103,432

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

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

Asset Growth

5th percentile

-23%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

26th percentile

-8.1%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,530,623

Down $448,053 (-23%) from 2015

Net Assets

Down

$1,266,099

Down $398,790 (-24%) from 2015

Liabilities

Down

$264,524

Down $49,263 (-16%) from 2015

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin20th percentile

Revenue

Down

$2,757,835

Down $241,521 (-8.1%) from 2015

Expenses

Up

$3,091,206

Up $204,867 (+7.1%) from 2015

Net Income

Down

-$333,371

Down $446,388 (-395%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2016

Assets$1,530,623
Liabilities$264,524
Net Assets$1,266,099
Open 2016 Filing

Operations Trend

Revenue Growth26th 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

2016

Revenue$2,757,835
Expenses$3,091,206
Net Income-$333,371
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 6, 2016
Return Version
2015v3.0
Gross Receipts
$3,214,274
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
Pledges and Grants Receivable$640,193$572,723▼ $67,470
Investments in Publicly Traded Securities$760,030$412,794▼ $347,236
Cash and Non-Interest-Bearing Accounts$161,856$196,018▲ $34,162
Land, Buildings, and Equipment, Net$161,607$156,526▼ $5,081
Accounts Receivable$215,266$151,963▼ $63,303
Prepaid Expenses and Deferred Charges$23,408$23,962▲ $554
Investments Other Securities$16,316$16,637▲ $321
Total Assets$1,978,676$1,530,623▼ $448,053
Liabilities
Accounts Payable and Accrued Expenses$254,896$212,335▼ $42,561
Unsecured Notes Loans Payable$40,743$45,000▲ $4,257
Deferred Revenue$18,148$7,189▼ $10,959
Total Liabilities$313,787$264,524▼ $49,263
Net Assets / Fund Balance
Unrestricted Net Assets$1,380,781$944,937▼ $435,844
Temporarily Rstr Net Assets$284,108$321,162▲ $37,054
Total Net Assets Fund Balance$1,664,889$1,266,099▼ $398,790
Total Liabilities and Net Assets / Fund Balance$1,978,676$1,530,623▼ $448,053

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$156,526$444,803$601,329
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie GuenthnerCEOFT$96,759$6,673$103,432

Board Members and Trustees

NameTitle
Brian LowerPresident
A Frazier CurryDirector
Anne MurnerDirector
Carl Amorose JrDirector
Carolyn NeustadtDirector
Catharine YoungDirector
Dana MoodyDirector
Dr M Celeste ShawlerDirector
Eric SchrengerDirector
Faye OwensDirector
Gladys BarclayDirector
Greg BraunDirector
J Dwayne HartDirector
Jackie EmersonDirector
James MillsDirector
Jennifer ColemanDirector
Lydia ShinaDirector
Mary RomelfangerDirector
Merrily OrsiniDirector
Paula ParkersonDirector
Renee ReynoldsDirector
Sandra FuquaDirector
Stephen BergerDirector
Thomas FentonDirector
Vicki Aubrey WelchDirector
W Michael HanksDirector
Julia MeredithSecretary
Deborah PrewittTreasurer
Christopher KipperVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,207,670
Program Service Revenue
$401,719
Investment Income
$68,430
Other Revenue
$80,016
All Other Contributions
$344,784
Change in Net Assets
$-333,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,757,835
Revenue Not Reported on Form 990
$-42,794
Total Revenue per Audited Statements
$2,715,041
Total Revenue per Form 990
$2,757,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,218,512
Other Expenses$872,694
Total Fundraising Expense$82,980
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,722,749$122,444$62,184$1,907,377
Payroll Taxes$151,847$9,720$4,785$166,352
Other Employee Benefits$129,793$11,944$3,046$144,783
All Other Expenses$111,011$7,612$1,208$119,831
Occupancy$93,839$19,501$1,511$114,851
Fees for Services Other$75,544$18,802$1,038$95,384
Travel$81,997--$81,997
Depreciation Depletion$38,501$4,244$1,058$43,803
Office Expenses$32,401$5,094$1,739$39,234
Insurance$25,360$8,450-$33,810
Other Expenses$31,390$345$1,400$31,390
Conferences and Meetings$17,583$1,249$711$19,543
Advertising$6,214$221$95$6,530
Total Functional Expenses$2,797,850$210,376$82,980$3,091,206

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,113,831
Expenses per Audited Statements$3,091,206
Total Expenses per Form 990$3,091,206
Expenses Not Reported on Form 990$22,625
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,116
Fundraising Direct Expenses$11,609
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champion for Ag$78,466$78,466$11,609$66,857
Total Events$78,466$78,466$11,609$66,857
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

Filer Name
Elderserve Inc
EIN
61-6024140
Phone
5025878673
Address
215 W BRECKINRIDGE STREET, LOUISVILLE, KY 40203

Signing Officer

Name
Julie Guenthner
Title
CEO
Phone
5025878673
Signed
2016-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Guenthner
Formed
1962
Legal Domicile
Ky
Voting Board Members
29
Independent Board Members
29
Employees
186
Volunteers
475

Preparer

Firm
Rodefer Moss & Co Pllc
Address
301 E ELM STREET, NEW ALBANY, IN 47150
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 11,609 direct fundraising expense reported on the stmt of revenue -11,609”

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. At the statement of financial position date, elderserve, inc.'s form 990s for the years ending june 30, 2016, 2015, 2014, and 2013 remained subject to examination by the internal revenue service.”

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

“Direct fundraising expense reported on the stmt of revenue 11,609”

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

“Direct fundraising expense reported on the stmt of revenue 11,609”

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Filings

Displayed year

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

Open filing
Assets
$1,530,623
Liabilities
$264,524
Net assets
$1,266,099
Revenue
$2,757,835
Expenses
$3,091,206
Net income
-$333,371
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