Civic Intelligence

Eldercare Lake County

990EZ • Fiscal year 2017 • EIN 81-4278360

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 08, 2018

410 Grand AveWaukegan, IL 60085

(847) 376-9358

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

95th percentile

$61,427

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

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

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$139,342

Up $21,424 (+18%) from 2016

Net Assets

Up

$139,260

Up $22,090 (+19%) from 2016

Liabilities

Down

$82

Down $666 (-89%) from 2016

Revenue

Up

$198,564

Up $18,880 (+11%) from 2016

Expenses

Down

$176,474

Down $5,081 (-2.8%) from 2016

Net Income

Up

$22,090

Up $23,961 (+1281%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $117,918Liabilities 2016: $748Net Assets 2016: $117,1702016Assets 2017: $139,342Liabilities 2017: $82Net Assets 2017: $139,2602017Assets 2018: $153,575Liabilities 2018: $125Net Assets 2018: $153,4502018Assets 2019: $212,602Liabilities 2019: $109Net Assets 2019: $212,4932019Assets 2020: $267,640Liabilities 2020: $0Net Assets 2020: $267,6402020Assets 2021: $357,945Liabilities 2021: $0Net Assets 2021: $357,9452021Assets 2022: $415,096Liabilities 2022: $0Net Assets 2022: $415,0962022Assets 2023: $511,510Liabilities 2023: $0Net Assets 2023: $511,5102023Assets 2024: $613,407Liabilities 2024: $775Net Assets 2024: $612,6322024

Highlighted filing

2017

Assets$139,342
Liabilities$82
Net Assets$139,260

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $179,684Expenses 2016: $181,555Net Income 2016: -$1,8712016Revenue 2017: $198,564Expenses 2017: $176,474Net Income 2017: $22,0902017Revenue 2018: $196,329Expenses 2018: $182,139Net Income 2018: $14,1902018Revenue 2019: $246,213Expenses 2019: $187,170Net Income 2019: $59,0432019Revenue 2020: $267,640Expenses 2020: $215,557Net Income 2020: $52,0832020Revenue 2021: $322,135Expenses 2021: $233,068Net Income 2021: $89,0672021Revenue 2022: $393,515Expenses 2022: $315,703Net Income 2022: $77,8122022Revenue 2023: $350,409Expenses 2023: $278,722Net Income 2023: $71,6872023Revenue 2024: $405,832Expenses 2024: $335,460Net Income 2024: $70,3722024

Highlighted filing

2017

Revenue$198,564
Expenses$176,474
Net Income$22,090
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 8, 2018
Return Version
2017v2.3
Gross Receipts
$198,564
Mission and Program Overview

Mission

Eldercare's mission is to help homebound older adults(65+) with limited resources, to remain as healthy and independent as possible. Eldercare provides free medical transportation, shopping, assurance calls, and home visits, to older adults in northern lake county, illinois. Recognizing the value of a committed network of neighbors helping neighbors, compassionate volunteers provide these services free of charge.

Promote the health and indepencence of needy elderly residents of Lake County by providing free assistance with their basic needs and educating them regarding impoortant health issues.

Program Services

DescriptionGrantsExpenses
Co-ordinating volunteers to provide transportation for the elderly to medical appointments-$175,856
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacqueline LynnExecutive DirectorFT$49,354$12,073$61,427
Earl BallChairman-$0--
Dwayne BellTreasurer-$0--
Eileen Shanley-RobertsDirector-$0--
LaVera DavisDirector-$0--
Greg ThompsonDirector-$0--
Richard KrubeckSecretary-$0--
Nancy DavisDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual fundraiser$8,962$8,962-$8,962
Total Events$8,962$8,962-$8,962
Filing and Contact Details

Filer

Filer Name
Eldercare Lake County
EIN
81-4278360
Address
410 Grand Ave, Waukegan, IL 60085

Signing Officer

Name
Jacqueline Lynn
Title
Exec director
Signed
2018-10-08
Discuss with paid preparer
No

Preparer

Firm
Rosetree & Company Ltd
Address
8831 Kenneth, Skokie, IL 60076
Preparer
Richard Rosenbaum
Phone
8476734010
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Misc 400

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 486

Form 990-EZ, Part I, Line 16, Other Expenses

Equipment rental and maintenance 1,827

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 2,291

Form 990-EZ, Part I, Line 16, Other Expenses

Volunteer expenses 2,200

Form 990-EZ, Part I, Line 16, Other Expenses

Stipends 748

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 2,186

Form 990-EZ, Part I, Line 16, Other Expenses

Marketing 4,668

Form 990-EZ, Part I, Line 16, Other Expenses

Other 676

Form 990-EZ, Part II, Line 26, Liabilities

Payroll withholdings Beginning of year 748, End of year 82

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08473769358
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0410 Grand Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waukegan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117918
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139342
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0179814
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022090
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08881
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt08962
IRS990EZ/GrossReceiptsAmt0198564
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt09388
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117170
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0139260
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117170
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0139260
IRS990EZ/OccupancyRentUtltsAndMaintAmt04993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt049354
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt012073
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jacqueline Lynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Earl Ball
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dwayne Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eileen Shanley-Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LaVera Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Greg Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Richard Krubeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Nancy Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015082
IRS990EZ/OtherRevenueTotalAmt0400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the health and indepencence of needy elderly residents of Lake County by providing free assistance with their basic needs and educating them regarding impoortant health issues.
IRS990EZ/PrintingPublicationsPostageAmt01332
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0175856
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0146186
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt08962
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0748
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt082
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0176474
IRS990EZ/TotalProgramServiceExpensesAmt0175856
IRS990EZ/TotalRevenueAmt0198564
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0189176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0172788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0361964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09388
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06897
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016285
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95690
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.96160
IRS990ScheduleA/PublicSupportTotal170Amt0361964
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0189176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172788
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0361964
IRS990ScheduleA/TotalSupportAmt0378249
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt08962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08962
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08962
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equipment rental and maintenance 1,827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 2,291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Volunteer expenses 2,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Stipends 748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 2,186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Marketing 4,668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other 676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll withholdings Beginning of year 748, End of year 82
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacqueline Lynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eldercare Lake County
ReturnHeader/Filer/BusinessNameControlTxt0ELDE
ReturnHeader/Filer/EIN0814278360
ReturnHeader/Filer/USAddress/AddressLine1Txt0410 Grand Ave
ReturnHeader/Filer/USAddress/CityNm0Waukegan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0562C9BC83AFCEFC45517DDFE0426925671B9271A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0562C9BC83AFCEFC45517DDFE0426925671B9271A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.136.28.46
ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:55:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosetree & Company Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08831 Kenneth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Skokie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060076
ReturnHeader/PreparerPersonGrp/PhoneNum08476734010
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Rosenbaum
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-08T12:56:19-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings