Civic Intelligence

The Institute for Optimal Aging

990PF • Fiscal year 2015 • EIN 72-1618882

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

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

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

86%

Faster asset growth than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

70918%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$129,483

Up $59,685 (+86%) from 2014

Net Assets

Up

$129,483

Up $59,792 (+86%) from 2014

Liabilities

Down

$0

Down $107 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$100,136

Up $99,995 (+70918%) from 2014

Expenses

Up

$40,344

Up $23,022 (+133%) from 2014

Net Income

Up

$59,792

Up $76,973 (+448%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2015

Assets$129,483
Liabilities$0
Net Assets$129,483
Open 2015 Filing

Operations Trend

Revenue Growth100th 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

2015

Revenue$100,136
Expenses$40,344
Net Income$59,792
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL SHERIFFChairman-$0--
THOMAS J FARCHILDBoard Member-$0--
ROSS C ROADMANTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTANFORD CENTER FOR LONGEVITYEDUCATIONAL RESEARCH501(C)(3)STANFORD, CA, US$40,000
Filing and Contact Details

Filer

Filer Name
The Institute for Optimal Aging
EIN
72-1618882
Phone
6155648155
Address
111 WESTWOOD PLACE NO 200, BRENTWOOD, TN 37027

Signing Officer

Name
Ross C Roadman
Title
Treasurer
Phone
6155648155
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
320 SEVEN SPRINGS WAY SUITE 120, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Raw XML Appendix306 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
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/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 WESTWOOD PLACE STE 200
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/BusinessNameLine1Txt0ROSS ROADMAN
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/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT TO THE STANFORD CENTER OF LONGEVITY'S INITIATIVE TO INVESTIGATE THE BENEFITS OF TECHNOLOGY FOR THOSE OVER THE AGE OF 80.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt040000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STANFORD CENTER FOR LONGEVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0LANDAU BUILDING 579 SERRA MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094305
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BROOKDALE SENIOR LIVING INC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0111 WESTWOOD PLACE SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BRENTWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037027
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS C ROADMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06155648155
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE 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/PreparerFirmGrp/PreparerFirmEIN0621409003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MULLINS CLEMMONS & MAYES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 SEVEN SPRINGS WAY SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum06153708576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY MULLINS
ReturnHeader/ReturnTs02016-05-16T17:08:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,483
Liabilities
$0
Net assets
$129,483
Revenue
$100,136
Expenses
$40,344
Net income
$59,792
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