Civic Intelligence

Elderwise

990EZ • Fiscal year 2021 • EIN 91-1809539

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profilewww.elderwise.org
611 17th Ave E Ste Unit BSeattle, WA 98112

(206) 321-8544

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

40th percentile

2.2%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

86th percentile

76%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

15%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$22,434

Up $9,696 (+76%) from 2020

Net Assets

Up

$22,166

Up $19,764 (+823%) from 2020

Liabilities

Down

$268

Down $10,068 (-97%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin40th percentile

Revenue

Up

$99,955

Up $13,352 (+15%) from 2020

Expenses

Down

$97,768

Down $2,922 (-2.9%) from 2020

Net Income

Up

$2,187

Up $16,274 (+116%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2021

Assets$22,434
Liabilities$268
Net Assets$22,166
Open 2021 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$99,955
Expenses$97,768
Net Income$2,187
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$99,955
Mission and Program Overview

Mission

Our mission is to recognize and nurture the value and wholeness of older adults, regardless of their cognitive or physical ability, and to meet their need to experience life deeply in the present.

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$11,500$97,768
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN M KOZIOLTreasurerPT$0--
SANDY SABERSKYPresident-$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
Ann M Koziol
Title
Treasurer
Phone
2063218544
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description amountart supplies 100bank charges 1,470tax and licenses 5,010phone 106insurance 878marketing and promotion 4,148office expense 122”

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

“Description amountcovid loan forgiveness 17,577ppp loan forgiven”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcredit cards 0 268”

Raw XML Appendix159 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/PersonNm0ANN 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/BOYAmt02402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt099655
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02187
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012391
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02402
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022434
IRS990EZ/GrossReceiptsAmt099955
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022166
IRS990EZ/OccupancyRentUtltsAndMaintAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN M KOZIOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY SABERSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt017577
IRS990EZ/OtherExpensesTotalAmt011834
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELDER ADULT CENTER
IRS990EZ/ProgramServiceRevenueAmt0300
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/GrantsAndAllocationsAmt011500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097768
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt073043
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0268
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097768
IRS990EZ/TotalProgramServiceExpensesAmt097768
IRS990EZ/TotalRevenueAmt099955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt052000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt020367
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt038000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt028000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt046000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0184367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt095815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0382053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0206694
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68680
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0404380
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt052000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt020367
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt038000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt028000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt046000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0184367
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0127031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0157370
IRS990ScheduleA/Total509Grp/TotalAmt0588747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0157370
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0588747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTART SUPPLIES 100BANK CHARGES 1,470TAX AND LICENSES 5,010PHONE 106INSURANCE 878MARKETING AND PROMOTION 4,148OFFICE EXPENSE 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCOVID LOAN FORGIVENESS 17,577PPP LOAN FORGIVEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 0 268
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN M KOZIOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02063218544
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/PreparerPersonNm0Sandra Robb EA
ReturnHeader/ReturnTs02022-11-14T15:00:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOZIOL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,434
Liabilities
$268
Net assets
$22,166
Revenue
$99,955
Expenses
$97,768
Net income
$2,187
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