Civic Intelligence

Elderwise

EIN 91-1809539 • 501(c)3 • Seattle, WA

Profile

ELDER ADULT CENTER

611 17th Ave E Ste Unit BSeattle, WA 98112
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$56,760

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

116%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$25,231

Up $7,117 (+39%) from 2022

Liabilities

Down

$12,800

Down $1,120 (-8.0%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue79th percentileNet Margin60th percentile

Revenue

Up

$155,116

Up $58,461 (+60%) from 2022

Expenses

Up

$146,879

Up $32,252 (+28%) from 2022

Net Income

Up

$8,237

Up $26,209 (+146%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2011: $6,864Liabilities 2011: $12,390Net Assets 2011: -$5,5262011Assets 2012: $8,099Liabilities 2012: $17,605Net Assets 2012: -$9,5062012Assets 2013: $18,343Liabilities 2013: $9,924Net Assets 2013: $8,4192013Assets 2014: $3,123Liabilities 2014: $5,934Net Assets 2014: -$2,8112014Assets 2015: -$496Liabilities 2015: $7,894Net Assets 2015: -$8,3902015Assets 2016: -$1,955Liabilities 2016: $7,949Net Assets 2016: -$9,9042016Assets 2017: -$299Liabilities 2017: $7,9292017Assets 2018: -$3,102Liabilities 2018: $6,8692018Assets 2019: -$5,271Liabilities 2019: $6,7812019Assets 2020: $12,738Liabilities 2020: $10,336Net Assets 2020: $2,4022020Assets 2021: $22,434Liabilities 2021: $268Net Assets 2021: $22,1662021Assets 2022: $18,114Liabilities 2022: $13,920Net Assets 2022: $4,1942022Assets 2023: $25,231Liabilities 2023: $12,8002023

Highlighted filing

2023

Assets$25,231
Liabilities$12,800
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $146,047Expenses 2011: $145,768Net Income 2011: $2792011Revenue 2012: $158,486Expenses 2012: $158,945Net Income 2012: -$4592012Revenue 2013: $182,883Expenses 2013: $171,429Net Income 2013: $11,4542013Revenue 2014: $204,530Expenses 2014: $218,170Net Income 2014: -$13,6402014Revenue 2015: $218,783Expenses 2015: $224,751Net Income 2015: -$5,9682015Revenue 2016: $222,996Expenses 2016: $224,510Net Income 2016: -$1,5142016Revenue 2017: $157,370Expenses 2017: $145,598Net Income 2017: $11,7722017Revenue 2018: $125,335Expenses 2018: $123,568Net Income 2018: $1,7672018Revenue 2019: $127,031Expenses 2019: $128,442Net Income 2019: -$1,4112019Revenue 2020: $86,603Expenses 2020: $100,690Net Income 2020: -$14,0872020Revenue 2021: $99,955Expenses 2021: $97,768Net Income 2021: $2,1872021Revenue 2022: $96,655Expenses 2022: $114,627Net Income 2022: -$17,9722022Revenue 2023: $155,116Expenses 2023: $146,879Net Income 2023: $8,2372023

Highlighted filing

2023

Revenue$155,116
Expenses$146,879
Net Income$8,237
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$25,231
Liabilities
$12,800
Net assets
-
Revenue
$155,116
Expenses
$146,879
Net income
$8,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.25$0.13$1.55$1.47$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.14$0.04$0.97$1.15$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.00$0.98$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.10$0.02$0.87$1.01$0.14
2019Summary only. Only limited summary data is available for this year.$0.05$0.07$1.27$1.28$0.01
2018Summary only. Only limited summary data is available for this year.$0.03$0.07$1.25$1.24$0.02
2017Summary only. Only limited summary data is available for this year.$0.00$0.08$1.57$1.46$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.08$0.10$2.23$2.25$0.02
2015Summary only. Only limited summary data is available for this year.$0.00$0.08$0.08$2.19$2.25$0.06
2014Summary only. Only limited summary data is available for this year.$0.03$0.06$0.03$2.05$2.18$0.14
2013Summary only. Only limited summary data is available for this year.$0.18$0.10$0.08$1.83$1.71$0.11
2012Summary only. Only limited summary data is available for this year.$0.08$0.18$0.10$1.58$1.59$0.00
2011Summary only. Only limited summary data is available for this year.$0.07$0.12$0.06$1.46$1.46$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$96,655
Mission and Program Overview

Mission

Our mission is to enrich the lives of caregivers and adults living with dementia through teaching and demonstrating the Elderwise philosophy and practice of Spirit-Centered Care.

ELDER ADULT CENTER

Program Services

DescriptionGrantsExpenses
OUR MISSION IS TO RECOGNIZE NURTURE THE VALUE AND WHOLENESS OF OLDER ADULTS, REGARDLESS OF THEIR COGNITIVE PHYSICAL ABILITY AND MEET THEIR NEED TO EXPERIENCE LIFE IN THE PRESENT$48,000-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNIE M KOZIOLExective DirectorFT$48,880-$48,880
SHANTA SABERSKYPresidentFT$0--
REBECCA CRICHTONExcutive DirecorFT$0--
Filing and Contact Details

Filer

Filer Name
Elderwise
EIN
91-1809539
Address
611 17TH AVE E STE UNIT B, SEATTLE, WA 98112

Signing Officer

Name
Annie M Koziol
Title
Exective Direct
Phone
2063218544
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Capital Tax Services
Address
18000 72 Ave S STE 192, Kent, WA 98032
Preparer
Loraine Hayden
Phone
4252513203
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountloan forgiveness 5,000”

Description of other expenses Part I line 16

“Description amountart supplies 680bank charges 134tax and licenses 127phone 433insurance 878marketing and promotion 2,984office expense 1,012core supplies 1,833education 179groceries 2,407short course 1,996zoom 522”

Other changes in net assets or fund balances Part I line 20

“PPP LOAN FORGIVEN”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcredit cards 268 8,162payroll liabilities 0 5,758”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNIE M KOZIOL
IRS990EZ/BooksInCareOfDetail/PhoneNum02063218544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0611 17TH AVE E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018114
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt091655
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17972
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022434
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018114
IRS990EZ/GrossReceiptsAmt096655
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022166
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022166
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04194
IRS990EZ/OccupancyRentUtltsAndMaintAmt05500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt250.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt048880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNIE M KOZIOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANTA SABERSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA CRICHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXCUTIVE DIRECOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013185
IRS990EZ/OtherRevenueTotalAmt05000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELDER ADULT CENTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR MISSION IS TO RECOGNIZE NURTURE THE VALUE AND WHOLENESS OF OLDER ADULTS, REGARDLESS OF THEIR COGNITIVE PHYSICAL ABILITY AND MEET THEIR NEED TO EXPERIENCE LIFE IN THE PRESENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt088792
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0268
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013920
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114627
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt096655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0325667
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0325667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059094
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0325667
IRS990ScheduleA/TotalSupportAmt0325667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLOAN FORGIVENESS 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTART SUPPLIES 680BANK CHARGES 134TAX AND LICENSES 127PHONE 433INSURANCE 878MARKETING AND PROMOTION 2,984OFFICE EXPENSE 1,012CORE SUPPLIES 1,833EDUCATION 179GROCERIES 2,407SHORT COURSE 1,996ZOOM 522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PPP LOAN FORGIVEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 268 8,162PAYROLL LIABILITIES 0 5,758
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE M KOZIOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECTIVE DIRECT
ReturnHeader/BusinessOfficerGrp/PhoneNum02063218544
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELDERWISE
ReturnHeader/Filer/BusinessNameControlTxt0ELDE
ReturnHeader/Filer/EIN0911809539
ReturnHeader/Filer/USAddress/AddressLine1Txt0611 17TH AVE E STE UNIT B
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911627784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capital Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018000 72 Ave S STE 192
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kent
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098032
ReturnHeader/PreparerPersonGrp/PhoneNum04252513203
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Loraine Hayden
ReturnHeader/ReturnTs02023-11-15T20:15:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOZIOL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits