Civic Intelligence

Elderserve Inc.

990 • Fiscal year 2019 • EIN 61-6024140

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

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

86th percentile

0.80x

Higher debt load relative to assets than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

2.46x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

44th percentile

1.5%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$98,823

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-8.4%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$10,693,470

Up $1,419,430 (+15%) from 2018

Net Assets

Up

$2,109,675

Up $58,018 (+2.8%) from 2018

Liabilities

Up

$8,583,795

Up $1,361,412 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin44th percentile

Revenue

Down

$3,493,613

Down $318,319 (-8.4%) from 2018

Expenses

Down

$3,440,996

Down $42,105 (-1.2%) from 2018

Net Income

Down

$52,617

Down $276,214 (-84%) from 2018

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

2019

Assets$10,693,470
Liabilities$8,583,795
Net Assets$2,109,675
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$3,493,613
Expenses$3,440,996
Net Income$52,617
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.2
Gross Receipts
$3,741,919
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$1,595,771$2,148,897▲ $553,126
Pledges and Grants Receivable$511,624$615,360▲ $103,736
Accounts Receivable$243,463$231,073▼ $12,390
Investments in Publicly Traded Securities$375,273$209,470▼ $165,803
Savings and Temporary Cash Investments$56,297$61,717▲ $5,420
Prepaid Expenses and Deferred Charges$8,778$2,862▼ $5,916
Cash and Non-Interest-Bearing Accounts$1,967$884▼ $1,083
Total Assets$9,274,040$10,693,470▲ $1,419,430
Other Assets Total$6,480,867$7,423,207▲ $942,340
Liabilities
Other Liabilities$6,521,619$7,456,050▲ $934,431
Unsecured Notes Loans Payable$310,000$470,000▲ $160,000
Mortgage Notes Payable Secured by Investment Property$216,574$469,670▲ $253,096
Accounts Payable and Accrued Expenses$148,267$176,836▲ $28,569
Deferred Revenue$25,923$11,239▼ $14,684
Total Liabilities$7,222,383$8,583,795▲ $1,361,412
Net Assets / Fund Balance
Unrestricted Net Assets$1,760,159$1,928,667▲ $168,508
Temporarily Rstr Net Assets$291,498$181,008▼ $110,490
Total Net Assets Fund Balance$2,051,657$2,109,675▲ $58,018
Total Liabilities and Net Assets / Fund Balance$9,274,040$10,693,470▲ $1,419,430

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$873,574$321,378$1,194,952
Leasehold Improvements$869,977$233,365$1,103,342
Equipment$188,616$303,273$491,889
Land$216,730-$216,730
Other Assets Org$7,423,207--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie GuenthnerCEOFT$97,607$1,216$98,823

Board Members and Trustees

NameTitle
Steve SchulzPresident
A Frazier CurryDirector
Aaron WaltherDirector
Allison HarrisDirector
Amy GilbertDirector
Cara LococoDirector
Carl AmoroseDirector
Christopher KipperDirector
Dr Waqar SaleemDirector
Eileen WalshDirector
Gregory BraunDirector
Jackie EmersonDirector
Karen PaulinDirector
Kate VanceDirector
Kathy ChlonDirector
Katie GaughanDirector
Keisha DeonarineDirector
Lydia ShinaDirector
Mary RomelfangerDirector
Matthew WatkinsDirector
Mike CronanDirector
Thomas FentonDirector
W Michael HanksDirector
Eric SchrengerSecretary
Julia MeredithTreasurer
Patricia McgillanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,896,259
Program Service Revenue
$487,118
Investment Income
$23,627
Other Revenue
$86,609
All Other Contributions
$1,119,745
Change in Net Assets
$52,617

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$346,000Cost
Cars and Other Vehicles1$34,000Fair Market Value (FMV)
Other Non Cash Contri Table1$9,666Cost
Other Non Cash Contri Table1$8,864Cost
Total Noncash Contributions4$398,530-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,493,613
Revenue Not Reported on Form 990
$33,010
Total Revenue per Audited Statements
$3,526,623
Total Revenue per Form 990
$3,493,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,409,620
Other Expenses$1,031,376
Total Fundraising Expense$93,674
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,864,929$89,833$54,123$2,008,885
Payroll Taxes$157,357$8,521$4,737$170,615
Other Employee Benefits$121,964$5,491$2,665$130,120
Depreciation Depletion$118,330$2,964$1,271$122,565
Fees for Services Other$117,569$2,567$1,953$122,089
Occupancy$110,232$675$290$111,197
All Other Expenses$95,146$4,498$2,045$101,689
Current Officers, Directors, Trustees, and Key Employees$79,000$15,000$6,000$100,000
Travel$81,965$257$111$82,333
Office Expenses$46,358$1,851$814$49,023
Interest$42,916$3,265$462$46,643
Insurance$39,173$4,389$248$43,810
Other Expenses$37,767$925$339$39,031
Conferences and Meetings$8,436$125$54$8,615
Advertising$1,267$705$302$2,274
Total Functional Expenses$3,205,638$141,684$93,674$3,440,996

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,468,605
Expenses per Audited Statements$3,440,996
Total Expenses per Form 990$3,440,996
Expenses Not Reported on Form 990$27,609
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$96,027
Fundraising Direct Expenses$22,371
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champion for Ag$91,453$91,453$22,371$69,082
Total Events$91,453$91,453$22,371$69,082
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$7,423,207
Lease Payable$32,843
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 cdo 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
Patty Belden
Title
CEO
Phone
5025878673
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Belden
Formed
1962
Legal Domicile
Ky
Voting Board Members
26
Independent Board Members
26
Employees
150
Volunteers
697

Preparer

Firm
Rodefer Moss & Co Pllc
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Marc J Mccormick CPA
Phone
8129455236
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expense reported on the stmt of revenue 22,371 direct fundraising expense reported on the stmt of revenue -22,371”

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 through 2019 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 22,371”

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

“Direct fundraising expense reported on the stmt of revenue 22,371”

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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,693,470
Liabilities
$8,583,795
Net assets
$2,109,675
Revenue
$3,493,613
Expenses
$3,440,996
Net income
$52,617
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