Civic Intelligence

The Institute for Optimal Aging

990PF • Fiscal year 2018 • EIN 72-1618882

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 14, 2019

Organization Profile
111 Westwood Place No 200Brentwood, TN 37027

(615) 564-8155

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$127,093

Down $978 (-0.8%) from 2016

Net Assets

Down

$127,093

Down $978 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$347

Up $210 (+153%) from 2016

Expenses

Down

$3

Down $1,546 (-100%) from 2016

Net Income

Up

$344

Up $1,756 (+124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$300K$200K$100K$0Assets 2012: $218,878Liabilities 2012: $38,7492012Assets 2013: $86,872Liabilities 2013: $02013Assets 2014: $69,798Liabilities 2014: $107Net Assets 2014: $69,6912014Assets 2015: $129,483Liabilities 2015: $0Net Assets 2015: $129,4832015Assets 2016: $128,071Liabilities 2016: $0Net Assets 2016: $128,0712016Assets 2018: $127,093Liabilities 2018: $0Net Assets 2018: $127,0932018Assets 2019: $126,238Liabilities 2019: $02019Assets 2020: $126,734Liabilities 2020: $02020Assets 2021: $126,745Liabilities 2021: $0Net Assets 2021: $126,7452021Assets 2022: $126,780Liabilities 2022: $0Net Assets 2022: $126,7802022Assets 2023: $127,256Liabilities 2023: $0Net Assets 2023: $127,2562023Assets 2024: $128,237Liabilities 2024: $0Net Assets 2024: $128,2372024

Highlighted filing

2018

Assets$127,093
Liabilities$0
Net Assets$127,093
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $240,970Expenses 2012: $242,946Net Income 2012: -$1,9762012Revenue 2013: $339Expenses 2013: $44,367Net Income 2013: -$44,0282013Revenue 2014: $141Expenses 2014: $17,322Net Income 2014: -$17,1812014Revenue 2015: $100,136Expenses 2015: $40,344Net Income 2015: $59,7922015Revenue 2016: $137Expenses 2016: $1,549Net Income 2016: -$1,4122016Revenue 2018: $347Expenses 2018: $3Net Income 2018: $3442018Revenue 2019: $461Expenses 2019: $1,316Net Income 2019: -$8552019Revenue 2020: $499Expenses 2020: $3Net Income 2020: $4962020Revenue 2021: $27Expenses 2021: $16Net Income 2021: $112021Revenue 2022: $74Expenses 2022: $39Net Income 2022: $352022Revenue 2023: $512Expenses 2023: $36Net Income 2023: $4762023Revenue 2024: $1,051Expenses 2024: $70Net Income 2024: $9812024

Highlighted filing

2018

Revenue$347
Expenses$3
Net Income$344
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 14, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW SMITHPresident-$0--
SARA TERRYSecretary/Treasurer-$0--
KIMBERLY ESTESBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Brookdale Foundation on Aging
EIN
72-1618882
Phone
6155648155
Address
111 WESTWOOD PLACE NO 200, BRENTWOOD, TN 37027

Signing Officer

Name
Sara Terry
Title
Treasurer
Phone
6155648155
Signed
2019-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY SUITE 720, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Raw XML Appendix288 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE CASH BALANCE IS USED TO PAY OPERATING EXPENSES AND DISBURSEMENTS THROUGHOUT THE YEAR THAT DIRECTLY RELATE TO THE CHARITABLE PURPOSE OF THE ORGANIZATION. IN PRIOR YEARS, THE DISBURSEMENTS HAVE EXCEEDED THE CASH BALANCE AT THE END OF THE PRIOR YEAR. SINCE THE ORGANIZATION INCURS SIMILAR EXPENSES EACH YEAR, THE FULL AMOUNT OF CASH IS USED TO FUND OPERATIONS AND ADDITIONAL CONTRIBUTIONS ARE NEEDED TO REPLENISH THE CASH BALANCE.
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BRENTWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SARA TERRY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06155648155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.OPTIMALAGING.COM
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAXES AND LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA TERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06155648155
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKDALE FOUNDATION ON AGING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA THE INSTITUTE FOR OPTIMAL AGING
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0721618882
ReturnHeader/Filer/PhoneNum06155648155
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WESTWOOD PLACE NO 200
ReturnHeader/Filer/USAddress/CityNm0BRENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B396E524362456C90E65244A90257071B0CF1FB8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B396E524362456C90E65244A90257071B0CF1FB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:32:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621409003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MULLINS CLEMMONS & MAYES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 SEVEN SPRINGS WAY SUITE 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum06153708576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY MULLINS
ReturnHeader/ReturnTs02019-03-14T19:33:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,093
Liabilities
$0
Net assets
$127,093
Revenue
$347
Expenses
$3
Net income
$344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$1.27$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$1.26$0.00$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.00$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.00$0.40$0.60
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.00$0.17$0.17
2013Summary only. Only limited summary data is available for this year.$0.87$0.00$0.00$0.44$0.44
2012Summary only. Only limited summary data is available for this year.$2.19$0.39$2.41$2.43$0.02