Civic Intelligence

Uptown Area Senior Adult Ministry

990 • Fiscal year 2017 • EIN 72-0842907

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 06, 2017

921 S Carrollton AveNew Orleans, LA 70118

(504) 314-0300

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.9%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$129,004

Up $28,920 (+29%) from 2016

Net Assets

Up

$129,004

Up $28,920 (+29%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$179,529

Up $10,016 (+5.9%) from 2016

Expenses

Up

$150,609

Up $18,033 (+14%) from 2016

Net Income

Down

$28,920

Down $8,017 (-22%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $59,367Liabilities 2011: $487Net Assets 2011: $58,8802011Assets 2012: $54,376Liabilities 2012: $0Net Assets 2012: $54,3762012Assets 2013: $62,999Liabilities 2013: $0Net Assets 2013: $62,9992013Assets 2014: $62,629Liabilities 2014: $0Net Assets 2014: $62,6292014Assets 2015: $67,046Liabilities 2015: $0Net Assets 2015: $67,0462015Assets 2016: $100,084Net Assets 2016: $100,0842016Assets 2017: $129,004Liabilities 2017: $0Net Assets 2017: $129,0042017Assets 2018: $126,027Liabilities 2018: $0Net Assets 2018: $126,0272018Assets 2019: $167,402Liabilities 2019: $0Net Assets 2019: $167,4022019Assets 2020: $195,250Liabilities 2020: $23,660Net Assets 2020: $171,5902020Assets 2021: $225,146Liabilities 2021: $0Net Assets 2021: $225,1462021Assets 2022: $210,609Liabilities 2022: $0Net Assets 2022: $210,6092022Assets 2023: $220,153Liabilities 2023: $0Net Assets 2023: $220,1532023Assets 2024: $203,360Liabilities 2024: $0Net Assets 2024: $203,3602024

Highlighted filing

2017

Assets$129,004
Liabilities$0
Net Assets$129,004

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $104,377Expenses 2011: $121,478Net Income 2011: -$17,1012011Revenue 2012: $94,382Expenses 2012: $98,886Net Income 2012: -$4,5042012Revenue 2013: $133,511Expenses 2013: $120,325Net Income 2013: $13,1862013Revenue 2014: $122,306Expenses 2014: $117,638Net Income 2014: $4,6682014Revenue 2015: $118,108Expenses 2015: $122,350Net Income 2015: -$4,2422015Revenue 2016: $169,513Expenses 2016: $132,576Net Income 2016: $36,9372016Revenue 2017: $179,529Expenses 2017: $150,609Net Income 2017: $28,9202017Revenue 2018: $160,175Expenses 2018: $163,152Net Income 2018: -$2,9772018Revenue 2019: $251,430Expenses 2019: $210,331Net Income 2019: $41,0992019Revenue 2020: $213,772Expenses 2020: $209,584Net Income 2020: $4,1882020Revenue 2021: $254,445Expenses 2021: $201,526Net Income 2021: $52,9192021Revenue 2022: $205,150Expenses 2022: $223,382Net Income 2022: -$18,2322022Revenue 2023: $269,000Expenses 2023: $256,380Net Income 2023: $12,6202023Revenue 2024: $274,633Expenses 2024: $288,477Net Income 2024: -$13,8442024

Highlighted filing

2017

Revenue$179,529
Expenses$150,609
Net Income$28,920
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$179,529
Mission and Program Overview

Mission

The Center is a haven of opportunity for the aging in the community to continue independent, healthy, and meaningful lives. Senior citizen activity offering programs, classes, discussion groups, exercise, hot meals, transportation and socialization for seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$58,423$66,418▲ $7,995
Cash and Non-Interest-Bearing Accounts$41,661$52,052▲ $10,391
Accounts Receivable-$5,321-
Land, Buildings, and Equipment, Net-$5,213-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$100,084$129,004▲ $28,920
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$100,084$129,004▲ $28,920
Total Net Assets Fund Balance$100,084$129,004▲ $28,920
Total Liabilities and Net Assets / Fund Balance$100,084$129,004▲ $28,920

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,213$37,548$5,347
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann Van HornPresident
James BordersDirector
Kate PeakDirector
Patricia LaneDirector
Julianna PadgettSecretary
Lou FurmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,409
Program Service Revenue
$0
Investment Income
$120
Other Revenue
$0
All Other Contributions
$72,754
Change in Net Assets
$28,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,023
Other Expenses$43,586
Total Fundraising Expense$8,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,642$6,043$6,800$99,485
Occupancy$11,039$2,070$691$13,800
Payroll Taxes$7,538--$7,538
Insurance$7,210--$7,210
Fees for Services Accounting-$4,200-$4,200
All Other Expenses$1,388$55$1,034$2,477
Advertising$1,431--$1,431
Office Expenses-$1,308-$1,308
Other Expenses$1,088--$1,088
Depreciation Depletion$134--$134
Total Functional Expenses$128,408$13,676$8,525$150,609
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Part VI, Line 11B: Form 990 Review Process

Each board member receives a copy of the 990 prior to filing and the review of the form is conducted at a regular board meeting, which are held monthly. The Board will review and approve the Form 990 before it is submitted to the IRS.

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

The Board of Directors annually review and renew the Conflict of Interest policy and sign the disclosure forms. All staff sign acceptance of and disclosures regarding potential conflicts of interest in the Personnel Policies upon employment. The Board President and Executive Director review these disclosures to ensure there are no areas of concern.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization annually reviews the Executive Director compensation and the salary line item for staff, and makes determinations of adjustments based on job description, value to the organization, budget projections, market rate comparisons and other factors. Compensation of the Executive Director and salary line item are approved by a vote of the majority of the Board of Directors present at the annual budget meeting.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Uptown Area Senior Adult Ministry
EIN
72-0842907
Phone
5043140300
Address
921 S Carrollton Ave, New Orleans, LA 70118

Signing Officer

Name
Kimberly VanWagner
Title
Executive Director
Signed
2017-09-06
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Hymel & Ready apac
Address
1100 Poydras Street Suite 2510, New Orleans, LA 70163
Preparer
Aaron Ready
Phone
5045985245
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IRS990/ProgSrvcAccomActy3Grp/Desc0General Health & Wellness program: The Uptown Area Senior Adult Ministry, Inc. Uptown Shepherds Center provided over 1,250 hours of health and wellness opportunities to over 130 senior adults aged 60+ in 2015 majority of the funding support from a grant through the New Orleans Council on Aging and legislative special line item funding total $76,340. Activities through this program service include: daily exercise, hot meals as a congregate meal site, therapeutic arts, music, activity clubs, field trips.
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058423
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066418
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0178159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0169429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0112994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0122299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0132814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0715695
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0204
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0720796
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0178159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0169429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0132814
IRS990ScheduleA/Total509Grp/TotalAmt0720796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0178279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0169513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0132814
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0721000
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/EquipmentGrp/BookValueAmt05213
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037548
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt037414
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05347
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05213
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each board member receives a copy of the 990 prior to filing and the review of the form is conducted at a regular board meeting, which are held monthly. The Board will review and approve the Form 990 before it is submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors annually review and renew the Conflict of Interest policy and sign the disclosure forms. All staff sign acceptance of and disclosures regarding potential conflicts of interest in the Personnel Policies upon employment. The Board President and Executive Director review these disclosures to ensure there are no areas of concern.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization annually reviews the Executive Director compensation and the salary line item for staff, and makes determinations of adjustments based on job description, value to the organization, budget projections, market rate comparisons and other factors. Compensation of the Executive Director and salary line item are approved by a vote of the majority of the Board of Directors present at the annual budget meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0100084
IRS990/TotalAssetsEOYAmt0129004
IRS990/TotalAssetsGrp/BOYAmt0100084
IRS990/TotalAssetsGrp/EOYAmt0129004
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0179409
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08525
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013676
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128408
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100084
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0129004
IRS990/TotalProgramServiceExpensesAmt0128408
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179529
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0100084
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0129004
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0100084
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0129004
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0uptownseniorcenter.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly VanWagner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Uptown Area Senior Adult Ministry
ReturnHeader/Filer/BusinessNameControlTxt0UPTO
ReturnHeader/Filer/EIN0720842907
ReturnHeader/Filer/PhoneNum05043140300
ReturnHeader/Filer/USAddress/AddressLine1Txt0921 S Carrollton Ave
ReturnHeader/Filer/USAddress/CityNm0New Orleans

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$2.75$2.88$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$2.69$2.56$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$2.05$2.23$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$2.54$2.02$0.53
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.24$1.72$2.14$2.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$2.51$2.10$0.41
2018Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$1.60$1.63$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.80$1.51$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.70$1.33$0.37
2015Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$1.18$1.22$0.04
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$1.22$1.18$0.05
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$1.34$1.20$0.13
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.94$0.99$0.05
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$1.04$1.21$0.17