Civic Intelligence

Sierra Joint Office on Aging Inc

990 • Fiscal year 2018 • EIN 85-0254134

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 18, 2019

Organization ProfileN/A
360 W Fourth StreetTruth OR Consequences, NM 87901

(575) 894-6641

Siviq Scores

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

Liabilities / Assets

64th percentile

0.10x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.05x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

87th percentile

43%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

5.7%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$406,088

Up $122,269 (+43%) from 2017

Net Assets

Up

$364,691

Up $90,952 (+33%) from 2017

Liabilities

Up

$41,397

Up $31,317 (+311%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Up

$853,593

Up $45,717 (+5.7%) from 2017

Expenses

Up

$756,860

Up $45,731 (+6.4%) from 2017

Net Income

Down

$96,733

Down $14 (-0.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.0M$500K$0Assets 2011: $237,694Liabilities 2011: $12,334Net Assets 2011: $225,3602011Assets 2012: $255,052Liabilities 2012: $8,662Net Assets 2012: $246,3902012Assets 2013: $206,874Liabilities 2013: $55,520Net Assets 2013: $151,3542013Assets 2014: $192,626Liabilities 2014: $53,585Net Assets 2014: $139,0412014Assets 2015: $181,797Liabilities 2015: $31,320Net Assets 2015: $150,4772015Assets 2016: $186,620Liabilities 2016: $9,022Net Assets 2016: $177,5982016Assets 2017: $283,819Liabilities 2017: $10,080Net Assets 2017: $273,7392017Assets 2018: $406,088Liabilities 2018: $41,397Net Assets 2018: $364,6912018Assets 2023: $993,781Liabilities 2023: $145,532Net Assets 2023: $848,2492023

Highlighted filing

2018

Assets$406,088
Liabilities$41,397
Net Assets$364,691
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$1.5M$1.0M$500K$0Expenses 2011: $891,5902011Expenses 2012: $804,7652012Expenses 2013: $858,8192013Revenue 2014: $853,588Expenses 2014: $850,121Net Income 2014: $3,4672014Revenue 2015: $809,493Expenses 2015: $801,593Net Income 2015: $7,9002015Revenue 2016: $852,299Expenses 2016: $837,031Net Income 2016: $15,2682016Revenue 2017: $807,876Expenses 2017: $711,129Net Income 2017: $96,7472017Revenue 2018: $853,593Expenses 2018: $756,860Net Income 2018: $96,7332018Revenue 2023: $1,148,285Expenses 2023: $1,136,965Net Income 2023: $11,3202023

Highlighted filing

2018

Revenue$853,593
Expenses$756,860
Net Income$96,733
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 18, 2019
Return Version
2017v2.3
Gross Receipts
$853,593
Mission and Program Overview

Mission

To promote the general welfare of older citizens of sierra county, truth or consequences and sierra joint office on aging (sjoa). Provides a wide range of services designed to help older adults remain independent and stay active and involved in community life. Sjoa serves people age 60 and over as well as people who are handicapped and living in public housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$231,075$291,302▲ $60,227
Accounts Receivable$44,234$96,478▲ $52,244
Land, Buildings, and Equipment, Net$5,178$9,807▲ $4,629
Inventories for Sale or Use$3,332$8,501▲ $5,169
Total Assets$283,819$406,088▲ $122,269
Liabilities
Accounts Payable and Accrued Expenses$10,080$41,397▲ $31,317
Total Liabilities$10,080$41,397▲ $31,317
Net Assets / Fund Balance
Unrestricted Net Assets$265,642$356,013▲ $90,371
Permanently Rstr Net Assets$5,172$4,619▼ $553
Temporarily Rstr Net Assets$2,925$4,059▲ $1,134
Total Net Assets Fund Balance$273,739$364,691▲ $90,952
Total Liabilities and Net Assets / Fund Balance$283,819$406,088▲ $122,269

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,807$52,883$62,690
Leasehold Improvements-$11,299$11,299
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Shane FolkoskiChairperson
Mary Ann LeffingwellVice Chairpe
Bill LomisDirector
Juliet SullivanDirector
Ed RomeroSecretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$789,478
Program Service Revenue
$63,954
Investment Income
$161
Other Revenue
$0
All Other Contributions
$37,473
Change in Net Assets
$96,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$853,593
Total Revenue per Audited Statements
$853,593
Total Revenue per Form 990
$853,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$456,435
Other Expenses$300,425
Total Fundraising Expense$7,171
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$398,477-$997$399,474
Fees for Services Other$228,747$9,693$6,038$244,478
Travel$37,557--$37,557
Payroll Taxes$34,214-$94$34,308
Other Employee Benefits$21,951-$20$21,971
Office Expenses$18,368-$22$18,390
Pension Plan Contributions$682--$682
Total Functional Expenses$739,996$9,693$7,171$756,860

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$757,884
Expenses per Audited Statements$756,860
Total Expenses per Form 990$756,860
Expenses Not Reported on Form 990$1,024
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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

“A draft copy of the form is provided to the board's finance committee to review. Through the finance committee, the draft copy of the form is made available to all trustees for their review and questions.”

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

“The organization does not have a written conflict of interest policy. It does, however,have a grievance poliy that allows for issues to be dealt with by the supervisor, then the executive director. If the aggrirved is still disatisfied with the response to the issue, the matter is taken before the board of trustees.”

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

“Executive directo's compensation is determined by the board of trustees based upon an annual review. The compensation for key employees is determined by the exucutive director and approved by the bord of trustees after an annual review of the key employee.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial stateemts available to the public upon formal written request.”

Filing and Contact Details

Filer

Filer Name
Sierra Joint Office on Aging Inc
EIN
85-0254134
Phone
5758946641
Address
360 W FOURTH STREET, TRUTH OR CONSEQUENCES, NM 87901

Signing Officer

Name
Johanna Tighe
Title
Chairperson
Phone
5758946641
Signed
2019-04-18

Organization Details

Principal Officer
Shane Folkoski
Formed
1980
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
0
Employees
25

Preparer

Firm
Marcus Fairall Bristol & Co Pllc
Address
6090 SURETY DR SUITE 100, EL PASO, TX 79905
Preparer
Jack W Fairall CPA
Phone
9157751040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote the general welfare of older citizens of sierra county, truth or consequences and sierra joint office on aging (sjoa). Provides a wide range of services designed to help older adults remain independent and stay active and involved in community life. Sjoa serves people age 60 and over as well as people who are handicapped and living in public housing.”

Form 990, Part IX, Line 11G

“Contracted service 37,531 0 0 other 46,209 8,669 6,038 volunteer expense 38,741 0 0 food 106,266 0 0 depreeciation 0 1,024 0 total 228,747 9,693 6,038”

Form 990, Part XI, Line 9

“Prior period adjustment -5,781”

Financial Statement Notes

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

“Book / tax depreciation difference 1,024”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE GENERAL WELFARE OF OLDER CITIZENS OF SIERRA COUNTY, TRUTH OR CONSEQUENCES AND SIERRA JOINT OFFICE ON AGING (SJOA). PROVIDES A WIDE RANGE OF SERVICES DESIGNED TO HELP OLDER ADULTS REMAIN INDEPENDENT AND STAY ACTIVE AND INVOLVED IN COMMUNITY LIFE. SJOA SERVES PEOPLE AGE 60 AND OVER AS WELL AS PEOPLE WHO ARE HANDICAPPED AND LIVING IN PUBLIC HOUSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE FORM IS PROVIDED TO THE BOARD'S FINANCE COMMITTEE TO REVIEW. THROUGH THE FINANCE COMMITTEE, THE DRAFT COPY OF THE FORM IS MADE AVAILABLE TO ALL TRUSTEES FOR THEIR REVIEW AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. IT DOES, HOWEVER,HAVE A GRIEVANCE POLIY THAT ALLOWS FOR ISSUES TO BE DEALT WITH BY THE SUPERVISOR, THEN THE EXECUTIVE DIRECTOR. IF THE AGGRIRVED IS STILL DISATISFIED WITH THE RESPONSE TO THE ISSUE, THE MATTER IS TAKEN BEFORE THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTO'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES BASED UPON AN ANNUAL REVIEW. THE COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE EXUCUTIVE DIRECTOR AND APPROVED BY THE BORD OF TRUSTEES AFTER AN ANNUAL REVIEW OF THE KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEEMTS AVAILABLE TO THE PUBLIC UPON FORMAL WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACTED SERVICE 37,531 0 0 OTHER 46,209 8,669 6,038 VOLUNTEER EXPENSE 38,741 0 0 FOOD 106,266 0 0 DEPREECIATION 0 1,024 0 TOTAL 228,747 9,693 6,038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT -5,781
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0756860
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IRS990/TravelGrp/TotalAmt037557
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IRS990/USAddress/AddressLine1Txt0360 WEST FOURTH AVE
IRS990/USAddress/CityNm0TRUTH OR CONSEQUENES
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IRS990/USAddress/ZIPCd087901
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05758946641
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA JOINT OFFICE ON AGING INC
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:29:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274470182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUS FAIRALL BRISTOL & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06090 SURETY DR SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL PASO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079905
ReturnHeader/PreparerPersonGrp/PhoneNum09157751040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK W FAIRALL CPA
ReturnHeader/ReturnTs02019-04-23T12:29:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$406,088
Liabilities
$41,397
Net assets
$364,691
Revenue
$853,593
Expenses
$756,860
Net income
$96,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.99$0.15$0.85$1.15$1.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.36$0.85$0.76$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.27$0.81$0.71$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.85$0.84$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.15$0.81$0.80$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.05$0.14$0.85$0.85$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.06$0.15$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.01$0.25$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.23$0.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • NTEE K30 • $500k-$1M nonprofits