Civic Intelligence

Austin Groups for the Elderly

990 • Fiscal year 2014 • EIN 74-2431028

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 15, 2015

3710 Cedar StreetAustin, TX 78705

(512) 451-4611

Siviq Scores

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

Liabilities / Assets

48th percentile

0.10x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$82,669

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$874,650

Down $237,049 (-21%) from 2013

Net Assets

Down

$790,772

Down $247,690 (-24%) from 2013

Liabilities

Up

$83,878

Up $10,641 (+15%) from 2013

Revenue

Down

$1,700,495

Down $289,500 (-15%) from 2013

Expenses

Up

$1,949,150

Up $157,162 (+8.8%) from 2013

Net Income

Down

-$248,655

Down $446,662 (-226%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $933,234Liabilities 2011: $90,331Net Assets 2011: $842,9032011Assets 2012: $935,553Liabilities 2012: $95,098Net Assets 2012: $840,4552012Assets 2013: $1,111,699Liabilities 2013: $73,237Net Assets 2013: $1,038,4622013Assets 2014: $874,650Liabilities 2014: $83,878Net Assets 2014: $790,7722014Assets 2015: $990,517Liabilities 2015: $93,637Net Assets 2015: $896,8802015Assets 2016: $1,023,497Liabilities 2016: $117,865Net Assets 2016: $905,6322016Assets 2017: $1,496,657Liabilities 2017: $119,961Net Assets 2017: $1,376,6962017Assets 2018: $1,267,684Liabilities 2018: $103,501Net Assets 2018: $1,164,1832018Assets 2019: $3,378,545Liabilities 2019: $167,107Net Assets 2019: $3,211,4382019Assets 2020: $3,671,230Liabilities 2020: $122,689Net Assets 2020: $3,548,5412020Assets 2021: $3,374,160Liabilities 2021: $136,884Net Assets 2021: $3,237,2762021Assets 2022: $6,593,118Liabilities 2022: $259,133Net Assets 2022: $6,333,9852022Assets 2023: $10,369,333Liabilities 2023: $1,591,405Net Assets 2023: $8,777,9282023Assets 2024: $10,543,366Liabilities 2024: $1,559,846Net Assets 2024: $8,983,5202024

Highlighted filing

2014

Assets$874,650
Liabilities$83,878
Net Assets$790,772

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,685,8142011Expenses 2012: $1,778,8692012Revenue 2013: $1,989,995Expenses 2013: $1,791,988Net Income 2013: $198,0072013Revenue 2014: $1,700,495Expenses 2014: $1,949,150Net Income 2014: -$248,6552014Revenue 2015: $2,252,764Expenses 2015: $2,146,656Net Income 2015: $106,1082015Revenue 2016: $2,340,875Expenses 2016: $2,332,123Net Income 2016: $8,7522016Revenue 2017: $3,142,263Expenses 2017: $2,671,199Net Income 2017: $471,0642017Revenue 2018: $2,517,208Expenses 2018: $2,729,721Net Income 2018: -$212,5132018Revenue 2019: $4,799,783Expenses 2019: $2,752,528Net Income 2019: $2,047,2552019Revenue 2020: $2,647,805Expenses 2020: $2,310,702Net Income 2020: $337,1032020Revenue 2021: $2,064,129Expenses 2021: $2,375,394Net Income 2021: -$311,2652021Revenue 2022: $5,873,548Expenses 2022: $2,776,839Net Income 2022: $3,096,7092022Revenue 2023: $5,533,923Expenses 2023: $3,089,980Net Income 2023: $2,443,9432023Revenue 2024: $3,752,657Expenses 2024: $3,409,499Net Income 2024: $343,1582024

Highlighted filing

2014

Revenue$1,700,495
Expenses$1,949,150
Net Income-$248,655
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 15, 2015
Return Version
2014v5.0
Gross Receipts
$1,722,068
Mission and Program Overview

Mission

Age of central texas helps older adults and their caregivers thrive as they navigate the realities and opportunities of aging and caregiving.

Empowering caregivers, the elderly, and their families through education, advocacy, resources, and support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$581,961$540,357▼ $41,604
Savings and Temporary Cash Investments$151,535$134,428▼ $17,107
Accounts Receivable$10,083$72,820▲ $62,737
Cash and Non-Interest-Bearing Accounts$14,814$58,095▲ $43,281
Pledges and Grants Receivable$328,104$37,752▼ $290,352
Prepaid Expenses and Deferred Charges$21,917$27,913▲ $5,996
Total Assets$1,111,699$874,650▼ $237,049
Other Assets Total$3,285$3,285→ $0
Liabilities
Other Liabilities$28,896$38,765▲ $9,869
Accounts Payable and Accrued Expenses$31,930$32,557▲ $627
Deferred Revenue$12,411$12,556▲ $145
Total Liabilities$73,237$83,878▲ $10,641
Net Assets / Fund Balance
Unrestricted Net Assets$966,847$669,728▼ $297,119
Temporarily Rstr Net Assets$71,615$121,044▲ $49,429
Total Net Assets Fund Balance$1,038,462$790,772▼ $247,690
Total Liabilities and Net Assets / Fund Balance$1,111,699$874,650▼ $237,049

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,108,479-$1,108,479
Equipment$352,145-$352,145
Land$181,695-$181,695
Leasehold Improvements$55,412-$55,412
Other Land Buildings$-1,157,374$1,157,374-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$20,000---$20,000
2013$20,000---$20,000
2012$20,000---$20,000
2011$20,000---$20,000
2010$20,000---$20,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce a LauckExecutive DiFT$82,465$204$82,669

Board Members and Trustees

NameTitle
Jan BergerPresident
Barbara WiederaendersBoard Member
Darby ArmontBoard Member
Frank HayesBoard Member
Jamie P MacleanBoard Member
Karen AshworthBoard Member
Kathy GrayBoard Member
Lloyd WilsonBoard Member
Lynda ShanblumBoard Member
Michael RickBoard Member
Susan NashBoard Member
Vidette ForbesBoard Member
Mary KoffendSecretary
Richard SansburyTreasurer
Melissa TakamatsuVice Preside
Patricia Camacho LongoriaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$644,053
Program Service Revenue
$1,048,660
Investment Income
$1,837
Other Revenue
$5,945
All Other Contributions
$554,996
Change in Net Assets
$-248,655

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,700,495
Revenue Not Reported on Form 990
$127,053
Total Revenue per Audited Statements
$1,827,548
Total Revenue per Form 990
$1,700,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,016,988
Other Expenses$929,302
Total Fundraising Expense$74,421
Professional Fundraising Fees$2,860
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$727,157$22,509$37,590$787,256
Fees for Services Other$178,431--$178,431
Office Expenses$105,351$7,952$7,943$121,246
Occupancy$106,800$1,633$1,633$110,066
Payroll Taxes$81,813$3,140$3,838$88,791
Current Officers, Directors, Trustees, and Key Employees$74,218$8,247-$82,465
Depreciation Depletion$72,288$2,307$2,307$76,902
Other Employee Benefits$40,607$8,041$9,828$58,476
Travel$54,950$1,577$1,577$58,104
Information Technology$34,271$682$682$35,635
Insurance$30,823$1,280-$32,103
Other Expenses$24,138--$24,138
All Other Expenses$11,397$5,738$4,663$21,798
Advertising$21,140--$21,140
Fees for Services Accounting$4,500$1,763$1,500$7,763
Fees for Services Professional Fundraising--$2,860$2,860
Total Functional Expenses$1,809,860$64,869$74,421$1,949,150

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,075,238
Expenses per Audited Statements$1,949,150
Total Expenses per Form 990$1,949,150
Expenses Not Reported on Form 990$126,088
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,493
Fundraising Direct Expenses$21,573
Professional Fundraising Fees$2,860

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awards Dinner$46,493$26,493$5,942$20,551
Total Events$46,493$26,493$21,573$4,920
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits Held$10,242
Accrued Payroll$9,915
Payroll Liabilities$9,775
Vacation Accrual Payable$8,833
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is forwarded to the finance committee and executive committee for any questions and concerns.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is reviewed each december meeting by the board for updates to current board members. The policy is distributed to each board member along with the form they sign stating all possible conflicts of interest to new and current board members.

Form 990, Page 6, Part VI, Line 15A

The board president will initiate input for an annual review of the executive director from the executive committee. The executive committee will determine the pay based on performance and prevailing pay rates determined from the guide star data.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents available upon request.

Filing and Contact Details

Filer

Filer Name
Austin Groups for the Elderly
EIN
74-2431028
Phone
5124514611
Address
3710 CEDAR STREET, AUSTIN, TX 78705

Signing Officer

Name
Joyce Lauck
Title
Executive Director
Phone
5124514611
Signed
2015-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Lauck Executive Director
Formed
1986
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
46
Volunteers
105

Preparer

Firm
Gindler Chappell Morrison & Co Pc
Address
100 E ANDERSON LANE STE 250, AUSTIN, TX 78752
Preparer
E E Chappell Jr
Phone
5128339600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Age computer lab seeks to close the digital divide for people 50 years of age and older and provide activities that develop cognitive abilities. They offer beginning, intermediate, and advanced computer classes and seminars taught for and by a peer group. Benefits of age computer training include hands-on training in an up-to-date computer lab, and two-to-one student/coach ratio.

Form 990, Part XI, Line 9

Direct fundraising expenses 21,573 direct fundraising expenses -21,573

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

A bequest to the organization has been designated by the board of directors for possible investment or another long-term purpose.

Schedule D, Page 4, Part XI, Line 2D

Direct fundraising expenses 21,573

Schedule D, Page 4, Part XII, Line 2D

Direct fundraising expenses 21,573

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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE CAREGIVER RESOURCE CENTER IS DESIGNED TO EMPOWER CAREGIVERS IN THEIR CRITICAL ROLES BY PROVIDING QUALITY TRAINING, EQUIPMENT, AND INFORMATION TO CAREGIVERS AND COLLABORATING WITH PROFESSIONALS AND OTHER ORGANIZATIONS TO EDUCATE THE COMMUNITY ABOUT THE VALUE OF CAREGIVING. THE CAREGIVER RESOURCE CENTER OFFERS IMMEDIATE AND ONGOING SUPPORT TO ANYONE WHO PROVIDES CARE TO AN AGING PERSON, TO HELP BOTH TO IMPROVE THEIR QUALITY OF LIFE AND MAINTAIN AN OPTIMUM LEVEL OF INDEPENDENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0414220
IRS990/ProgSrvcAccomActy3Grp/Desc0DAILY MANAGEMENT OF THE AGE BUILDING: IN 1987, THANKS TO THE GENEROSITY OF INDIVIDUALS, BUSINESSES, AND FOUNDATIONS, AUSTIN GROUPS FOR THE ELDERLY PURCHASED THE FORMER HISTORIC CONDERATE WOMEN'S HOME. FOUNDED IN 1908 AS A HOME FOR ELDERLY CONFEDERATE WOMEN, THE BUILDING CURRENTLY HOUSES OVER 20 NON-PROFIT AGENCIES AND COMMUNITY GROUPS SERVING THE ELDERLY, ADULTS, AT-RISK YOUTH, AND THE ARTS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0AGE COMPUTER LAB SEEKS TO CLOSE THE DIGITAL DIVIDE FOR PEOPLE 50 YEARS OF AGE AND OLDER AND PROVIDE ACTIVITIES THAT DEVELOP COGNITIVE ABILITIES. THEY OFFER BEGINNING, INTERMEDIATE, AND ADVANCED COMPUTER CLASSES AND SEMINARS TAUGHT FOR AND BY A PEER GROUP. BENEFITS OF AGE COMPUTER TRAINING INCLUDE HANDS-ON TRAINING IN AN UP-TO-DATE COMPUTER LAB, AND TWO-TO-ONE STUDENT/COACH RATIO.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2011 514 INSURANCE CLAIM - 2011 140,711
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.5$1.56$8.98$3.75$3.41$0.34
2023Detailed filing. Detailed filing data is available for this year.$10.4$1.59$8.78$5.53$3.09$2.44
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.26$6.33$5.87$2.78$3.10
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.14$3.24$2.06$2.38$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.12$3.55$2.65$2.31$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.38$0.17$3.21$4.80$2.75$2.05
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.10$1.16$2.52$2.73$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.12$1.38$3.14$2.67$0.47
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.12$0.91$2.34$2.33$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.09$0.90$2.25$2.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.08$0.79$1.70$1.95$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.07$1.04$1.99$1.79$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.10$0.84$1.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.09$0.84$1.69