Civic Intelligence

The Foundation for Geriatric Education

990 • Fiscal year 2021 • EIN 62-1179417

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 04, 2022

100 E Vine StreetMurfreesboro, TN 37130

(615) 890-2020

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.23x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

7th percentile

-9.3%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-2.7%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$17,869,406

Down $1,834,368 (-9.3%) from 2020

Net Assets

Down

$17,582,630

Down $2,106,551 (-11%) from 2020

Liabilities

Up

$286,776

Up $272,183 (+1865%) from 2020

Revenue

Down

$1,227,270

Down $33,691 (-2.7%) from 2020

Expenses

Up

$373,275

Up $28,879 (+8.4%) from 2020

Net Income

Down

$853,995

Down $62,570 (-6.8%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $7,861,893Liabilities 2010: $0Net Assets 2010: $7,861,8932010Assets 2011: $8,263,806Liabilities 2011: $0Net Assets 2011: $8,263,8062011Assets 2012: $10,903,488Liabilities 2012: $0Net Assets 2012: $10,903,4882012Assets 2013: $11,410,284Liabilities 2013: $0Net Assets 2013: $11,410,2842013Assets 2014: $14,578,858Liabilities 2014: $0Net Assets 2014: $14,578,8582014Assets 2015: $13,654,758Liabilities 2015: $0Net Assets 2015: $13,654,7582015Assets 2016: $17,144,608Liabilities 2016: $0Net Assets 2016: $17,144,6082016Assets 2017: $18,107,177Liabilities 2017: $0Net Assets 2017: $18,107,1772017Assets 2018: $19,453,527Liabilities 2018: $0Net Assets 2018: $19,453,5272018Assets 2019: $21,804,746Liabilities 2019: $0Net Assets 2019: $21,804,7462019Assets 2020: $19,703,774Liabilities 2020: $14,593Net Assets 2020: $19,689,1812020Assets 2021: $17,869,406Liabilities 2021: $286,776Net Assets 2021: $17,582,6302021Assets 2022: $17,074,576Liabilities 2022: $522,545Net Assets 2022: $16,552,0312022Assets 2023: $19,183,837Liabilities 2023: $252,969Net Assets 2023: $18,930,8682023Assets 2024: $24,578,842Liabilities 2024: $406,489Net Assets 2024: $24,172,3532024

Highlighted filing

2021

Assets$17,869,406
Liabilities$286,776
Net Assets$17,582,630

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2010: $113,3542010Expenses 2011: $134,3392011Expenses 2012: $117,2812012Revenue 2013: $854,310Expenses 2013: $153,357Net Income 2013: $700,9532013Revenue 2014: $831,015Expenses 2014: $131,030Net Income 2014: $699,9852014Revenue 2015: $897,429Expenses 2015: $127,678Net Income 2015: $769,7512015Revenue 2016: $982,365Expenses 2016: $253,753Net Income 2016: $728,6122016Revenue 2017: $1,067,131Expenses 2017: $101,333Net Income 2017: $965,7982017Revenue 2018: $1,142,283Expenses 2018: $136,757Net Income 2018: $1,005,5262018Revenue 2019: $1,272,297Expenses 2019: $363,098Net Income 2019: $909,1992019Revenue 2020: $1,260,961Expenses 2020: $344,396Net Income 2020: $916,5652020Revenue 2021: $1,227,270Expenses 2021: $373,275Net Income 2021: $853,9952021Revenue 2022: $1,218,895Expenses 2022: $651,224Net Income 2022: $567,6712022Revenue 2023: $1,293,663Expenses 2023: $504,359Net Income 2023: $789,3042023Revenue 2024: $1,432,851Expenses 2024: $474,575Net Income 2024: $958,2762024

Highlighted filing

2021

Revenue$1,227,270
Expenses$373,275
Net Income$853,995
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 4, 2022
Return Version
2021v4.0
Gross Receipts
$1,327,976
Mission and Program Overview

Mission

The foundation for geriatric education supports and provides funding for the purchase of videos, books, and various other learning tools which help to increase the quality of education in the field of geriatrics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,073,298$16,117,942▼ $1,955,356
Savings and Temporary Cash Investments$1,284,185$1,433,378▲ $149,193
Accounts Receivable$284,271$252,833▼ $31,438
Inventories for Sale or Use$62,020$65,253▲ $3,233
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$19,703,774$17,869,406▼ $1,834,368
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$14,593$286,776▲ $272,183
Total Liabilities$14,593$286,776▲ $272,183
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,689,181$17,582,630▼ $2,106,551
Total Net Assets Fund Balance$19,689,181$17,582,630▼ $2,106,551
Total Liabilities and Net Assets / Fund Balance$19,703,774$17,869,406▼ $1,834,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris WestPresident
R Michael UsseryVice President
Greg BidwellDirector
W Robert CogginSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$191,064
Program Service Revenue
$0
Investment Income
$1,004,691
Other Revenue
$31,515
All Other Contributions
$191,064
Change in Net Assets
$853,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,227,270
Revenue Not Reported on Form 990
$-2,960,546
Total Revenue per Audited Statements
$-1,733,276
Total Revenue per Form 990
$1,227,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$12,425-$12,425
All Other Expenses$188$698-$886
Other Expenses$15,056$814-$814
Conferences and Meetings-$70-$70
Total Functional Expenses$359,268$14,007$0$373,275

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$373,275
Total Expenses per Audited Statements$373,275
Total Expenses per Form 990$373,275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 35% controlled entity
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
No
Other officer compensation reviewed
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

All directors of the foundation are also officers or employees of national healthcare corporation, a public for-profit entity.

Form 990, Part VI, Line 11B: Form 990 Review Process

The board reviews and approves the 990 before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Questionnaires are completed annually by the officers and directors to assure compliance.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflicts of interest policies, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Foundation for Geriatric Education
EIN
62-1179417
Phone
6158902020
Address
100 E VINE STREET, MURFREESBORO, TN 37130

Signing Officer

Name
R Michael Ussery
Title
Vice President
Signed
2022-10-04
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Jobe Hastings & Associates CPAs
Address
745 South Church Street Suite 105, Murfreesboro, TN 37130
Preparer
James R Jobe CPA
Phone
6158937777
Raw XML Appendix384 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014593
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0286776
IRS990/AccountsReceivableGrp/BOYAmt0284271
IRS990/AccountsReceivableGrp/EOYAmt0252833
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION FOR GERIATRIC EDUCATION SUPPORTS AND PROVIDES FUNDING FOR THE PURCHASE OF VIDEOS, BOOKS, AND VARIOUS OTHER LEARNING TOOLS WHICH HELP TO INCREASE THE QUALITY OF EDUCATION IN THE FIELD OF GERIATRICS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0191064
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0698
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0188
IRS990/AllOtherExpensesGrp/TotalAmt0886
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0R MICHAEL USSERY
IRS990/BooksInCareOfDetail/PhoneNum06158902020
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 E VINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MURFREESBORO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037130
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt070
IRS990/ConferencesMeetingsGrp/TotalAmt070
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0100706
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0191064
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01004691
IRS990/CYOtherExpensesAmt0373275
IRS990/CYOtherRevenueAmt031515
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0853995
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0373275
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01227270
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The purpose of program expenses of the foundation are to develop and further enhance geriatric curriculums in healthcare teaching programs and to encourage students to consider specializing in the field of geriatrics. The foundation also uses funds to generate an increased level of interest and knowledge of geriatric programs among practicing healthcare professionals through continuing education.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0359268
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012425
IRS990/FeesForServicesAccountingGrp/TotalAmt012425
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0R MICHAEL USSERY
IRS990/Form990PartVIISectionAGrp/PersonNm1W ROBERT COGGIN
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG BIDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS WEST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01327976
IRS990/GrossSalesOfInventoryAmt0132221
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt062020
IRS990/InventoriesForSaleOrUseGrp/EOYAmt065253
IRS990/InvestmentIncomeGrp/ExclusionAmt01004691
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01004691
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018073298
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016117942
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION FOR GERIATRIC EDUCATION SUPPORTS AND PROVIDES FUNDING FOR THE PURCHASE OF VIDEOS, BOOKS, AND VARIOUS OTHER LEARNING TOOLS WHICH HELP TO INCREASE THE QUALITY OF EDUCATION IN THE FIELD OF GERIATRICS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019689181
IRS990/NetAssetsOrFundBalancesEOYAmt017582630
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt031515
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt031515
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2960546
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019689181
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017582630
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP DONATIONS
IRS990/OtherExpensesGrp/Desc1PROGRAM DONATIONS
IRS990/OtherExpensesGrp/Desc2BOOK REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0814
IRS990/OtherExpensesGrp/ProgramServicesAmt0308524
IRS990/OtherExpensesGrp/ProgramServicesAmt135500
IRS990/OtherExpensesGrp/ProgramServicesAmt215056
IRS990/OtherExpensesGrp/TotalAmt0308524
IRS990/OtherExpensesGrp/TotalAmt135500
IRS990/OtherExpensesGrp/TotalAmt215056
IRS990/OtherExpensesGrp/TotalAmt3814
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0185415
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01091915
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0344396
IRS990/PYOtherRevenueAmt0-16369
IRS990/PYRevenuesLessExpensesAmt0916565
IRS990/PYTotalExpensesAmt0344396
IRS990/PYTotalRevenueAmt01260961
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0853995
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01284185
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01433378
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: FOR TAX YEARS 2021 AND 2020, THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IS BELOW THE 33 1/3% SUPPORT TEST. HOWEVER, THE ORGANIZATION DOES MEET THE FACTS AND CIRCUMSTANCES TEST FOR BOTH YEARS 2021 AND 2020. THE PUBLIC SUPPORT PERCENTAGE REMAINS WELL ABOVE THE 10% THRESHOLD BEING 18.41% AND 19.88% FOR THE TAX YEARS 2021 AND 2020, RESPECTIVELY. THE RELEVANT FACTS AND CIRCUMSTANCES ARE AS FOLLOWS:1) THE ORGANIZATION MAINTAINS A GOVERNING BODY MADE UP OF 4 INDIVIDUALS HAVING SPECIALIZED KNOWLEDGE IN THE FIELD OF GERIATRICS AND LONG-TERM CARE WHICH IS THE PARTICULAR FIELD OF THE CHARITABLE ACTIVITY OF THE ORGANIZATION.2) THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC IN THE AREA OF GERIATRIC EDUCATION.3) THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM OF SOLICITATION OF FUNDS FOR THE GENERAL PUBLIC, ESPECIALLY THOSE FROM THE COMMUNITY OF LONG-TERM HEALTH CARE. INTERESTED LONG-TERM CARE FACILITIES ARE ENCOURAGED TO SET A GOAL FOR DONATIONS TO THE ORGANIZATION AND RAISE FUNDS TO MEET THE GOAL THROUGH EMPLOYEE, PUBLIC AND FACILITY DONATIONS.4) THE MAIN SOURCE OF CHARITABLE SUPPORT FOR THE ORGANIZATION IS THROUGH DONATIONS RAISED BY LONG-TERM CARE FACILITIES. IN TAX YEARS 2021 AND 2020, NEARLY 100 FACILITIES FROM ALL OVER THE UNITED STATES MADE VARYING AMOUNTS OF CONTRIBUTIONS TO THE ORGANIZATION. THIS DONOR BASE REPRESENTS AN EXTREMELY DIVERSE SOURCE OF SUPPORT, ESPECIALLY IN GEOGRAPHIC LOCATION AND NUMBER OF DONORS.5) THE PROGRAMS AND SERVICES OF THE ORGANIZATION ARE WIDELY AVAILABLE TO THE PUBLIC THROUGH ITS SUPPORT OF DEVELOPING AND ENHANCING GERIATRIC CURRICULUMS IN HEALTHCARE TEACHING PROGRAMS AND THROUGH SUPPORT OF INDIVIDUALS PARTICIPATING IN THESE PROGRAMS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0191064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0185415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0256175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0238270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0207525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01078449
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01004691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01091915
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0989282
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0889362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0803416
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04778666
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18410
IRS990ScheduleA/PublicSupportPY170Pct00.19880
IRS990ScheduleA/PublicSupportTotal170Amt01078449
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0191064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0185415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0256175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0238270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0207525
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01078449
IRS990ScheduleA/TotalSupportAmt05857115
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExpensesSubtotalAmt0373275
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2960546
IRS990ScheduleD/RevenueNotReportedAmt0-2960546
IRS990ScheduleD/RevenueSubtotalAmt01227270
IRS990ScheduleD/TotalExpensesPerForm990Amt0373275
IRS990ScheduleD/TotalRevenuePerForm990Amt01227270
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1733276
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0373275
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DIRECTORS OF THE FOUNDATION ARE ALSO OFFICERS OR EMPLOYEES OF NATIONAL HEALTHCARE CORPORATION, A PUBLIC FOR-PROFIT ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2QUESTIONNAIRES ARE COMPLETED ANNUALLY BY THE OFFICERS AND DIRECTORS TO ASSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019703774
IRS990/TotalAssetsEOYAmt017869406
IRS990/TotalAssetsGrp/BOYAmt019703774
IRS990/TotalAssetsGrp/EOYAmt017869406
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0191064
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014007
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0359268
IRS990/TotalFunctionalExpensesGrp/TotalAmt0373275
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014593
IRS990/TotalLiabilitiesEOYAmt0286776
IRS990/TotalLiabilitiesGrp/BOYAmt014593
IRS990/TotalLiabilitiesGrp/EOYAmt0286776
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019689181
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017582630
IRS990/TotalProgramServiceExpensesAmt0359268
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01004691
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031515
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01227270
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019703774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017869406
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 E VINE STREET
IRS990/USAddress/CityNm0MURFREESBORO
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037130
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R MICHAEL USSERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FOUNDATION FOR GERIATRIC EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0621179417
ReturnHeader/Filer/PhoneNum06158902020
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 E VINE STREET
ReturnHeader/Filer/USAddress/CityNm0MURFREESBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621194004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jobe Hastings & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0745 South Church Street Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murfreesboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037130
ReturnHeader/PreparerPersonGrp/PhoneNum06158937777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Jobe CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-04T11:50:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0R MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0USSERY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$0.41$24.2$1.43$0.47$0.96
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.25$18.9$1.29$0.50$0.79
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.52$16.6$1.22$0.65$0.57
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.29$17.6$1.23$0.37$0.85
2020Detailed filing. Detailed filing data is available for this year.$19.7$0.01$19.7$1.26$0.34$0.92
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.27$0.36$0.91
2018Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.14$0.14$1.01
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.07$0.10$0.97
2016Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.98$0.25$0.73
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.90$0.13$0.77
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.83$0.13$0.70
2013Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.85$0.15$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.00$10.9$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$0.00$8.26$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.86$0.00$7.86$0.11