Civic Intelligence

Educational Institute on Aging

990EZ • Fiscal year 2016 • EIN 74-2355539

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

Organization ProfileWWW.LEADINGAGETEXAS.ORG
2205 Hancock DriveAustin, TX 78756

(512) 467-2242

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$179,847

Down $299 (-0.2%) from 2015

Net Assets

Down

$179,847

Down $299 (-0.2%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$6,701

Down $2,992 (-31%) from 2015

Expenses

Up

$7,000

Up $1,734 (+33%) from 2015

Net Income

Down

-$299

Down $4,726 (-107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2011: $160,514Liabilities 2011: $21,597Net Assets 2011: $138,9172011Assets 2012: $190,618Liabilities 2012: $6,656Net Assets 2012: $183,9622012Assets 2013: $178,544Liabilities 2013: $1752013Assets 2014: $175,719Liabilities 2014: $6752014Assets 2015: $180,146Net Assets 2015: $180,1462015Assets 2016: $179,847Net Assets 2016: $179,8472016Assets 2017: $179,900Net Assets 2017: $179,9002017Assets 2018: $172,391Net Assets 2018: $172,3912018Assets 2019: $185,436Net Assets 2019: $185,4362019Assets 2020: $177,139Net Assets 2020: $177,1392020Assets 2021: $199,963Net Assets 2021: $199,9632021Assets 2022: $200,541Net Assets 2022: $200,5412022Assets 2023: $203,811Liabilities 2023: $02023Assets 2024: $207,032Net Assets 2024: $207,0322024

Highlighted filing

2016

Assets$179,847
Liabilities-
Net Assets$179,847
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $150,905Expenses 2011: $207,668Net Income 2011: -$56,7632011Revenue 2012: $192,654Expenses 2012: $147,609Net Income 2012: $45,0452012Revenue 2013: $6,642Expenses 2013: $12,235Net Income 2013: -$5,5932013Revenue 2014: $4,613Expenses 2014: $7,938Net Income 2014: -$3,3252014Revenue 2015: $9,693Expenses 2015: $5,266Net Income 2015: $4,4272015Revenue 2016: $6,701Expenses 2016: $7,000Net Income 2016: -$2992016Revenue 2017: $7,244Expenses 2017: $7,191Net Income 2017: $532017Revenue 2018: $7,696Expenses 2018: $15,205Net Income 2018: -$7,5092018Revenue 2019: $34,400Expenses 2019: $21,355Net Income 2019: $13,0452019Revenue 2020: $597Expenses 2020: $9,040Net Income 2020: -$8,4432020Revenue 2021: $25,624Expenses 2021: $2,800Net Income 2021: $22,8242021Revenue 2022: $12,982Expenses 2022: $12,404Net Income 2022: $5782022Revenue 2023: $13,531Expenses 2023: $10,553Net Income 2023: $2,9782023Revenue 2024: $14,140Expenses 2024: $10,919Net Income 2024: $3,2212024

Highlighted filing

2016

Revenue$6,701
Expenses$7,000
Net Income-$299
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Gross Receipts
$7,390
Mission and Program Overview

Mission

To promote a better understanding of aging and long term care in texas and disseminate information about aging to those who serve older adults.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED TO INDIVIDUALS TO ATTEND THE LEADING AGE TEXAS ANNUAL MEETING AND TO ATTEND VARIOUS RELATED FUNCTIONS AT THE UNIVERSITY OF NORTH TEXAS.$6,400$7,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY CARPENTERChair-$0--
DOYLE ANTLEDirector-$0--
DENISE AVER-PHILLIPSDirector-$0--
RHODA BYERSDirector-$0--
ROQUE CHRISTENSENDirector-$0--
BECKY FOLTA-MAYDirector-$0--
JAY HOBBSDirector-$0--
RON KELLYDirector-$0--
MICHAEL OLMSTEADDirector-$0--
GEORGE LINIALPresident-$0--
Filing and Contact Details

Filer

Filer Name
Educational Institute on Aging
EIN
74-2355539
Phone
5124672242
Address
2205 HANCOCK DRIVE, AUSTIN, TX 78756

Signing Officer

Name
George Linial
Title
President
Phone
5124672242
Signed
2017-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125023077
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships; scholarships; no scholarships given: of $5,000 or more, , , ; none, 6400.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 75.”

Raw XML Appendix188 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RHODA BYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROQUE CHRISTENSEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL OLMSTEAD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE A BETTER UNDERSTANDING OF AGING AND LONG TERM CARE IN TEXAS AND DISSEMINATE INFORMATION ABOUT AGING TO THOSE WHO SERVE OLDER ADULTS.
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0689
IRS990EZ/SpecialEventsNetIncomeLossAmt04758
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07000
IRS990EZ/TotalProgramServiceExpensesAmt07000
IRS990EZ/TotalRevenueAmt06701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEADINGAGETEXAS.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: FUNDRAISER 2013: 6180. 2014: 6058. 2015: 9220. 2016: 5447.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01625
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06885
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.87720
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS; SCHOLARSHIPS; NO SCHOLARSHIPS GIVEN: OF $5,000 OR MORE, , , ; NONE, 6400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSES 75.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124672242
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATIONAL INSTITUTE ON AGING
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ReturnHeader/Filer/EIN0742355539
ReturnHeader/Filer/PhoneNum05124672242
ReturnHeader/Filer/USAddress/AddressLine1Txt02205 HANCOCK DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078756
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ReturnHeader/FilingSecurityInformation/IPTm010:42:18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05125023077
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER L ALLMAN CPA
ReturnHeader/ReturnTs02017-03-31T10:42:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,847
Liabilities
-
Net assets
$179,847
Revenue
$6,701
Expenses
$7,000
Net income
-$299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.14$0.11$0.03
2023Summary only. Only limited summary data is available for this year.$2.04$0.00$0.14$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.01$2.01$0.13$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.00$2.00$0.26$0.03$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.01$0.09$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$1.85$0.34$0.21$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$1.72$0.08$0.15$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.80$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.07$0.07$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.80$0.10$0.05$0.04
2014Summary only. Only limited summary data is available for this year.$1.76$0.01$0.05$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$0.07$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.91$0.07$1.84$1.93$1.48$0.45
2011Summary only. Only limited summary data is available for this year.$1.61$0.22$1.39$1.51$2.08$0.57