Civic Intelligence

Retired Senior Volunteer Program

990 • Fiscal year 2018 • EIN 63-0653823

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

PO Box 986Eufaula, AL 36072-0986

(334) 687-6055

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

87th percentile

$30,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 39.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-0.9%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$45,383

Down $9,104 (-17%) from 2017

Net Assets

Down

$44,128

Down $5,030 (-10%) from 2017

Liabilities

Down

$1,255

Down $4,074 (-76%) from 2017

Revenue

Down

$76,564

Down $734 (-0.9%) from 2017

Expenses

Down

$81,594

Down $9,164 (-10%) from 2017

Net Income

Up

-$5,030

Up $8,430 (+63%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $10,134Liabilities 2011: $1,959Net Assets 2011: $8,1752011Assets 2012: $76,964Liabilities 2012: $1,352Net Assets 2012: $75,6122012Assets 2013: $88,193Liabilities 2013: $670Net Assets 2013: $87,5232013Assets 2014: $80,711Liabilities 2014: $1,613Net Assets 2014: $79,0982014Assets 2015: $73,558Liabilities 2015: $1,764Net Assets 2015: $71,7942015Assets 2016: $64,521Liabilities 2016: $1,902Net Assets 2016: $62,6192016Assets 2017: $54,487Liabilities 2017: $5,329Net Assets 2017: $49,1582017Assets 2018: $45,383Liabilities 2018: $1,255Net Assets 2018: $44,1282018Assets 2019: $48,862Liabilities 2019: $1,775Net Assets 2019: $47,0872019Assets 2020: $42,536Liabilities 2020: $1,621Net Assets 2020: $40,9152020Assets 2021: $56,711Liabilities 2021: $6,554Net Assets 2021: $50,1572021Assets 2022: $68,035Liabilities 2022: $1,092Net Assets 2022: $66,9432022Assets 2023: $75,891Liabilities 2023: $1,459Net Assets 2023: $74,4322023Assets 2024: $84,324Liabilities 2024: $1,514Net Assets 2024: $82,8102024Assets 2025: $115,186Liabilities 2025: $1,245Net Assets 2025: $113,9412025

Highlighted filing

2018

Assets$45,383
Liabilities$1,255
Net Assets$44,128

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $128,812Expenses 2011: $127,444Net Income 2011: $1,3682011Revenue 2012: $76,768Expenses 2012: $70,865Net Income 2012: $5,9032012Expenses 2013: $68,2442013Revenue 2014: $74,748Expenses 2014: $82,150Net Income 2014: -$7,4022014Revenue 2015: $83,083Expenses 2015: $90,388Net Income 2015: -$7,3052015Revenue 2016: $67,469Expenses 2016: $76,644Net Income 2016: -$9,1752016Revenue 2017: $77,298Expenses 2017: $90,758Net Income 2017: -$13,4602017Revenue 2018: $76,564Expenses 2018: $81,594Net Income 2018: -$5,0302018Revenue 2019: $74,070Expenses 2019: $71,111Net Income 2019: $2,9592019Revenue 2020: $90,962Expenses 2020: $97,134Net Income 2020: -$6,1722020Revenue 2021: $104,838Expenses 2021: $95,596Net Income 2021: $9,2422021Revenue 2022: $87,625Expenses 2022: $70,839Net Income 2022: $16,7862022Revenue 2023: $98,789Expenses 2023: $91,300Net Income 2023: $7,4892023Revenue 2024: $108,042Expenses 2024: $110,224Net Income 2024: -$2,1822024Revenue 2025: $102,831Expenses 2025: $86,700Net Income 2025: $16,1312025

Highlighted filing

2018

Revenue$76,564
Expenses$81,594
Net Income-$5,030
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Gross Receipts
$76,564
Mission and Program Overview

Mission

Provide service opportunities for senior citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$52,172$36,755▼ $15,417
Pledges and Grants Receivable-$6,000-
Land, Buildings, and Equipment, Net$1,898$1,898→ $0
Cash and Non-Interest-Bearing Accounts$417$730▲ $313
Total Assets$54,487$45,383▼ $9,104
Liabilities
Deferred Revenue$3,364--
Accounts Payable and Accrued Expenses$1,965$1,255▼ $710
Total Liabilities$5,329$1,255▼ $4,074
Net Assets / Fund Balance
Unrestricted Net Assets$49,158$44,128▼ $5,030
Total Net Assets Fund Balance$49,158$44,128▼ $5,030
Total Liabilities and Net Assets / Fund Balance$54,487$45,383▼ $9,104

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,898-$1,898
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sheila JohnsonExec. DirectorFT$30,000$30,000

Board Members and Trustees

NameTitle
Tom WachsPresident
Ruth HunterSecretary
Otis BanksTreasurer
Yolanda BeckVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$76,534
Program Service Revenue
$0
Investment Income
$30
Other Revenue
$0
All Other Contributions
$3,419
Change in Net Assets
$-5,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$49,502
Other Expenses$32,092
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$29,129$0$0$29,129
Occupancy$19,021$0$0$19,021
Other Salaries and Wages$15,870$0$0$15,870
All Other Expenses$11,550$0$0$11,550
Payroll Taxes$3,970$0$0$3,970
Travel$918$0$0$918
Office Expenses$603$0$0$603
Other Employee Benefits$533$0$0$533
Total Functional Expenses$81,594$0$0$81,594
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Retired Senior Volunteer Program
EIN
63-0653823
Phone
3346876055
Address
PO Box 986, Eufaula, AL 36072-0986

Signing Officer

Name
Tom Wachs
Title
President
Phone
3346876055
Signed
2018-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Wachs
Formed
1972
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
180

Preparer

Firm
Donald M Hartzog CPA LLC
Address
PO BOX 986, EUFAULA, AL 36072-0986
Preparer
Donald M Hartzog
Phone
3346885000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Available in office for review

Pt VI, Line 15A

Board members approve annual budget which included salary

Pt VI, Line 19

Available in office for public review

Form 990EZ, Part I, Line 16

Books, Dues, Orientation

Form 990EZ, Part I, Line 16

Insurance

Form 990EZ, Part I, Line 16

Recognition

Form 990EZ, Part I, Line 16

Bank Charges

Form 990EZ, Part I, Line 16

Miscellaneous

Form 990EZ, Part II, Line 24

Accounts Receivable - Net

Form 990, Part IX, Line 24E

NON FED EXC- Books & Dues 295. 295. 0. 0.

Form 990, Part IX, Line 24E

NON FED EXC- Other 2269. 2269. 0. 0.

Form 990, Part IX, Line 24E

NON FED- Books, Dues 257. 257. 0. 0.

Form 990, Part IX, Line 24E

NON FED- Contractual Services 4630. 4630. 0. 0.

Form 990, Part IX, Line 24E

NON FED- Recognition 2085. 2085. 0. 0.

Form 990, Part IX, Line 24E

NON FED- Supplies 1387. 1387. 0. 0.

Form 990, Part IX, Line 24E

NON FED- Volunteer Insurance 607. 607. 0. 0.

Form 990, Part IX, Line 24E

FEDERAL- Recognition 20. 20. 0. 0.

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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054487
IRS990/TotalAssetsEOYAmt045383
IRS990/TotalAssetsGrp/BOYAmt054487
IRS990/TotalAssetsGrp/EOYAmt045383
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076534
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081594
IRS990/TotalFunctionalExpensesGrp/TotalAmt081594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05329
IRS990/TotalLiabilitiesEOYAmt01255
IRS990/TotalLiabilitiesGrp/BOYAmt05329
IRS990/TotalLiabilitiesGrp/EOYAmt01255
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044128
IRS990/TotalProgramServiceExpensesAmt081594
IRS990/TotalReportableCompFromOrgAmt030000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076564
IRS990/TotalVolunteersCnt0180
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054487
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045383
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt0918
IRS990/TravelGrp/TotalAmt0918
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt049158
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044128
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0737 S Orange Ave
IRS990/USAddress/CityNm0Eufaula
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036027
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM WACHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03346876055
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Retired Senior Volunteer Program
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0630653823
ReturnHeader/Filer/PhoneNum03346876055
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 986
ReturnHeader/Filer/USAddress/CityNm0Eufaula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0360720986
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId077F69B1EEF4CAA3C65BB6478A19E4BAFC6DC29EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077F69B1EEF4CAA3C65BB6478A19E4BAFC6DC29EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.41.100.85
ReturnHeader/FilingSecurityInformation/IPDt02018-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:30:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD M HARTZOG CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 986
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUFAULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0360720986
ReturnHeader/PreparerPersonGrp/PhoneNum03346885000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD M HARTZOG
ReturnHeader/ReturnTs02018-09-26T06:31:05-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$1.03$0.87$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.02$0.83$1.08$1.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.74$0.99$0.91$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.88$0.71$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.07$0.50$1.05$0.96$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.02$0.41$0.91$0.97$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$0.74$0.71$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.77$0.82$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.05$0.49$0.77$0.91$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.02$0.63$0.67$0.77$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$0.83$0.90$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$0.75$0.82$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.01$0.88$0.68
2012Summary only. Only limited summary data is available for this year.$0.77$0.01$0.76$0.77$0.71$0.06
2011Summary only. Only limited summary data is available for this year.$0.10$0.02$0.08$1.29$1.27$0.01