Civic Intelligence

National Elder Law Foundation

990EZ • Fiscal year 2013 • EIN 86-0755840

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 10, 2014

Organization ProfileWWW.NELF.ORG
6336 N Oracle Rd Ste 32613685704

(520) 881-1076

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

89th percentile

$57,800

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

29th percentile

-7.3%

Faster asset growth than 29% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

-1.4%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$364,725

Down $28,655 (-7.3%) from 2012

Net Assets

Down

$364,725

Down $28,655 (-7.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin15th percentile

Revenue

Down

$172,454

Down $2,477 (-1.4%) from 2012

Expenses

Up

$201,109

Up $64,839 (+48%) from 2012

Net Income

Down

-$28,655

Down $67,316 (-174%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0M$500K$0Assets 2010: $303,709Liabilities 2010: $0Net Assets 2010: $303,7092010Assets 2011: $354,719Liabilities 2011: $0Net Assets 2011: $354,7192011Assets 2012: $393,380Liabilities 2012: $0Net Assets 2012: $393,3802012Assets 2013: $364,725Liabilities 2013: $0Net Assets 2013: $364,7252013Assets 2014: $385,557Liabilities 2014: $0Net Assets 2014: $385,5572014Assets 2015: $421,685Liabilities 2015: $0Net Assets 2015: $421,6852015Assets 2016: $456,582Liabilities 2016: $0Net Assets 2016: $456,5822016Assets 2017: $458,194Liabilities 2017: $0Net Assets 2017: $458,1942017Assets 2018: $522,090Liabilities 2018: $0Net Assets 2018: $522,0902018Assets 2019: $560,721Liabilities 2019: $0Net Assets 2019: $560,7212019Assets 2020: $708,780Liabilities 2020: $0Net Assets 2020: $708,7802020Assets 2021: $824,881Liabilities 2021: $0Net Assets 2021: $824,8812021Assets 2022: $671,428Liabilities 2022: $0Net Assets 2022: $671,4282022Assets 2023: $663,076Liabilities 2023: $0Net Assets 2023: $663,0762023Assets 2024: $679,996Liabilities 2024: $0Net Assets 2024: $679,9962024

Highlighted filing

2013

Assets$364,725
Liabilities$0
Net Assets$364,725
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

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

$400K$200K$0-$200KRevenue 2010: $155,763Expenses 2010: $123,606Net Income 2010: $32,1572010Revenue 2011: $168,999Expenses 2011: $117,989Net Income 2011: $51,0102011Revenue 2012: $174,931Expenses 2012: $136,270Net Income 2012: $38,6612012Revenue 2013: $172,454Expenses 2013: $201,109Net Income 2013: -$28,6552013Revenue 2014: $260,933Expenses 2014: $240,101Net Income 2014: $20,8322014Revenue 2015: $253,074Expenses 2015: $216,946Net Income 2015: $36,1282015Revenue 2016: $243,579Expenses 2016: $208,682Net Income 2016: $34,8972016Revenue 2017: $252,009Expenses 2017: $250,397Net Income 2017: $1,6122017Revenue 2018: $266,701Expenses 2018: $202,805Net Income 2018: $63,8962018Revenue 2019: $299,824Expenses 2019: $282,888Net Income 2019: $16,9362019Revenue 2020: $274,299Expenses 2020: $178,991Net Income 2020: $95,3082020Revenue 2021: $282,251Expenses 2021: $178,944Net Income 2021: $103,3072021Revenue 2022: $284,214Expenses 2022: $313,344Net Income 2022: -$29,1302022Revenue 2023: $308,039Expenses 2023: $363,032Net Income 2023: -$54,9932023Revenue 2024: $379,732Expenses 2024: $373,558Net Income 2024: $6,1742024

Highlighted filing

2013

Revenue$172,454
Expenses$201,109
Net Income-$28,655
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 10, 2014
Return Version
2013v3.0
Gross Receipts
$172,454
Mission and Program Overview

Mission

Promotion of elder law research

Program Services

DescriptionGrantsExpenses
PROMOTION OF ELDER LAW RESEARCH$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI BARBEEExecutive DirectorFT$49,385$8,415$57,800
KATHLEEN WHITEHEADPresident-$0--
MICHAEL KIRTLANDPresident Elect-$0--
AIMEE RUDMANTreasurer-$0--
TODD WHATLEYSecretary-$0--
ROBERT FECHTMANDirector-$0--
KATHLEEN KIENITZDirector-$0--
MARTA WILLIAGERDirector-$0--
MARILYN MILLERDirector-$0--
MICHAEL DELANEYDirector-$0--
Filing and Contact Details

Filer

EIN
86-0755840
Phone
5208811076

Signing Officer

Name
Kathleen Whitehead
Title
President
Phone
5208811076
Signed
2014-02-10
Discuss with paid preparer
Yes

Preparer

Preparer
G James Wright Cpapfs
Phone
5207903500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 794.”

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

“Description: bank/credit card fees. Amount: 1,592. Description: board expenses. Amount: 11,955. Description: insurance. Amount: 2,988. Description: postage. Amount: 1,836. Description: supplies. Amount: 4,818. Description: communications. Amount: 2,176. Description: cela certification expense. Amount: 19,142. Description: program expenses. Amount: 24,347. Description: payroll taxes admin. Amount: 4,876. Description: miscellaneous. Amount: 295. Total to form 990-ez, line 16: 74,025.”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LORI BARBEE
IRS990EZ/BooksInCareOfDetail/PhoneNum05208811076
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105525 N MARIA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0TUCSON
IRS990EZ/BooksInCareOfDetail/USAddress/State0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode085704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0393380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0364725
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-28655
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt064343
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0393380
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0364725
IRS990EZ/GrossReceiptsAmt0172454
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0794
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0393380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0364725
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0393380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0364725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt249385
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt28415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL KIRTLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI BARBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AIMEE RUDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TODD WHATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT FECHTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHLEEN KIENITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARTA WILLIAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARILYN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt074025
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF ELDER LAW RESEARCH
IRS990EZ/PrintingPublicationsPostageAmt02700
IRS990EZ/ProgramServiceRevenueAmt0171660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF ELDER LAW RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt060041
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0201109
IRS990EZ/TotalRevenueAmt0172454
IRS990EZ/WebsiteAddressTxt0WWW.NELF.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK/CREDIT CARD FEES. AMOUNT: 1,592. DESCRIPTION: BOARD EXPENSES. AMOUNT: 11,955. DESCRIPTION: INSURANCE. AMOUNT: 2,988. DESCRIPTION: POSTAGE. AMOUNT: 1,836. DESCRIPTION: SUPPLIES. AMOUNT: 4,818. DESCRIPTION: COMMUNICATIONS. AMOUNT: 2,176. DESCRIPTION: CELA CERTIFICATION EXPENSE. AMOUNT: 19,142. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 24,347. DESCRIPTION: PAYROLL TAXES ADMIN. AMOUNT: 4,876. DESCRIPTION: MISCELLANEOUS. AMOUNT: 295. TOTAL TO FORM 990-EZ, LINE 16: 74,025.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05208811076
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10NATIONAL ELDER LAW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0860755840
ReturnHeader/Filer/PhoneNum05208811076
ReturnHeader/Filer/USAddress/AddressLine106336 N ORACLE RD STE 326136
ReturnHeader/Filer/USAddress/City0TUCSON
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10335 N WILMOT ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085711
ReturnHeader/PreparerPersonGrp/PhoneNum05207903500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G JAMES WRIGHT CPAPFS
ReturnHeader/ReturnTs02014-02-21T15:37:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,725
Liabilities
$0
Net assets
$364,725
Revenue
$172,454
Expenses
$201,109
Net income
-$28,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.00$6.80$3.80$3.74$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$0.00$6.63$3.08$3.63$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.00$6.71$2.84$3.13$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$0.00$8.25$2.82$1.79$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$2.74$1.79$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$3.00$2.83$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.00$5.22$2.67$2.03$0.64
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.00$4.58$2.52$2.50$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.00$4.57$2.44$2.09$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$2.53$2.17$0.36
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$2.61$2.40$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$1.72$2.01$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$1.75$1.36$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$1.69$1.18$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$1.56$1.24$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits