Civic Intelligence

Elderserve Inc.

990 • Fiscal year 2017 • EIN 61-6024140

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 26, 2018

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

87th percentile

0.82x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

2.51x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

25th percentile

-4.3%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$101,383

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

99th percentile

544%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$9,861,485

Up $8,330,862 (+544%) from 2016

Net Assets

Up

$1,776,042

Up $509,943 (+40%) from 2016

Liabilities

Up

$8,085,443

Up $7,820,919 (+2957%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin25th percentile

Revenue

Up

$3,226,701

Up $468,866 (+17%) from 2016

Expenses

Up

$3,366,506

Up $275,300 (+8.9%) from 2016

Net Income

Up

-$139,805

Up $193,566 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2017

Assets$9,861,485
Liabilities$8,085,443
Net Assets$1,776,042
Open 2017 Filing

Operations Trend

Revenue Growth72nd 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

2017

Revenue$3,226,701
Expenses$3,366,506
Net Income-$139,805
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 26, 2018
Return Version
2016v3.1
Gross Receipts
$3,259,828
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
Land, Buildings, and Equipment, Net$156,526$900,848▲ $744,322
Pledges and Grants Receivable$572,723$635,098▲ $62,375
Investments in Publicly Traded Securities$412,794$374,669▼ $38,125
Accounts Receivable$151,963$210,999▲ $59,036
Savings and Temporary Cash Investments$16,637$106,968▲ $90,331
Cash and Non-Interest-Bearing Accounts$196,018$31,291▼ $164,727
Prepaid Expenses and Deferred Charges$23,962$15,437▼ $8,525
Total Assets$1,530,623$9,861,485▲ $8,330,862
Other Assets Total-$7,586,175-
Liabilities
Other Liabilities-$7,587,386-
Mortgage Notes Payable Secured by Investment Property-$234,663-
Accounts Payable and Accrued Expenses$212,335$177,366▼ $34,969
Unsecured Notes Loans Payable$45,000$75,000▲ $30,000
Deferred Revenue$7,189$11,028▲ $3,839
Total Liabilities$264,524$8,085,443▲ $7,820,919
Net Assets / Fund Balance
Unrestricted Net Assets$944,937$1,522,417▲ $577,480
Temporarily Rstr Net Assets$321,162$253,625▼ $67,537
Total Net Assets Fund Balance$1,266,099$1,776,042▲ $509,943
Total Liabilities and Net Assets / Fund Balance$1,530,623$9,861,485▲ $8,330,862

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$157,752$647,622$805,374
Buildings$323,986$274,126$598,112
Leasehold Improvements$269,110$201,982$471,092
Land$150,000-$150,000
Other Assets Org$7,586,175--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie GuenthnerCEOFT$94,673$6,710$101,383

Board Members and Trustees

NameTitle
Christopher KipperPresident
A Frazier CurryDirector
Aaron WaltherDirector
Allison HarrisDirector
Allison ZeillmannDirector
Amy GilbertDirector
Anne MurnerDirector
Carl AmoroseDirector
Charles CronanDirector
Dana MoodyDirector
Dr M Celeste ShawlerDirector
Dwayne HartDirector
Eileen WalshDirector
Eric SchrengerDirector
Gregory BraunDirector
Jackie EmersonDirector
James MillsDirector
Jennifer MichaelDirector
Karen PaulinDirector
Kathy ChlonDirector
Katie GaughanDirector
Lydia ShinaDirector
Mary RomelfangerDirector
Matthew WatkinsDirector
Muhammad BabarDirector
Patricia McgillanDirector
Renee ReynoldsDirector
Sandra FuquaDirector
Stephen BergerDirector
Thomas FentonDirector
Vicki WelchDirector
W Michael HanksDirector
John AsherSecretary
Julia MeredithTreasurer
Steve SchulzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,322,553
Program Service Revenue
$609,813
Investment Income
$23,041
Other Revenue
$271,294
All Other Contributions
$414,824
Change in Net Assets
$-139,805

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 AmountValuation Method
Other Non Cash Contri Table1$68,000Cost
Cars and Other Vehicles1$16,000Fair Market Value
Total Noncash Contributions2$84,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,226,701
Revenue Not Reported on Form 990
$40,179
Total Revenue per Audited Statements
$3,266,880
Total Revenue per Form 990
$3,226,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,348,250
Other Expenses$1,018,256
Total Fundraising Expense$116,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,859,203$87,089$91,316$2,037,608
Payroll Taxes$149,746$8,026$6,818$164,590
All Other Expenses$144,803$3,673$1,338$149,814
Other Employee Benefits$133,060$8,512$4,480$146,052
Fees for Services Other$136,951$3,033$1,803$141,787
Occupancy$117,451$2,122$909$120,482
Depreciation Depletion$80,210$2,000$857$83,067
Travel$71,731--$71,731
Office Expenses$49,975$2,785$1,585$54,345
Other Expenses$47,477$562$241$48,280
Insurance$36,885$4,526$306$41,717
Conferences and Meetings$12,540$73$31$12,644
Advertising$4,607$767$329$5,703
Total Functional Expenses$3,126,619$123,678$116,209$3,366,506

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,402,485
Expenses per Audited Statements$3,366,506
Total Expenses per Form 990$3,366,506
Expenses Not Reported on Form 990$35,979
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$195,525
Fundraising Direct Expenses$26,836
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champion for Ag$93,950$93,950$16,745$77,205
Chocolate Dream$74,250$74,250$10,091$64,159
Total Events$168,200$168,200$26,836$141,364
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Accounts$7,586,175
Lease Payable$1,211
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
2018-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Guenthner
Formed
1962
Legal Domicile
Ky
Voting Board Members
35
Independent Board Members
35
Employees
168
Volunteers
619

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

“Guardiacare services, inc net assets 645,548 on july 1, 2016 elderserve, inc and guardiacare services, inc completed a merger of their operations. As a result of the merger, the combined organization now operates under the surviving company name elderserve, inc. Guardiacare services, inc's net assets were combined in with elderserve's financials in the amount of 645,548 at the beginning of the year.”

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, 2017, 2016, 2015, and 2014 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 26,836 loss on disposal of assets 6,291”

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

“Direct fundraising expense reported on the stmt of revenue 26,836 loss on disposal of assets 6,291”

Raw XML AppendixShowing 400 of 692 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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,861,485
Liabilities
$8,085,443
Net assets
$1,776,042
Revenue
$3,226,701
Expenses
$3,366,506
Net income
-$139,805
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