Civic Intelligence

Elderwise

990EZ • Fiscal year 2023 • EIN 91-1809539

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

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

(206) 913-1757

Siviq Scores

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

Liabilities / Assets

90th percentile

0.51x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$51,156

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

39%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

60%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Flat

$25,231

Flat from 2023

Net Assets

$12,431

No earlier filing loaded for comparison.

Liabilities

Flat

$12,800

Flat from 2023

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin54th percentile

Revenue

Flat

$155,116

Flat from 2023

Expenses

Flat

$146,879

Flat from 2023

Net Income

Flat

$8,237

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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: $12,800Net Assets 2023: $12,4312023Assets 2023: $25,231Liabilities 2023: $12,8002023

Highlighted filing

2023

Assets$25,231
Liabilities$12,800
Net Assets$12,431
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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: $8,2372023Revenue 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$155,116
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$13,500-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNIE M KOZIOLDirectorFT$51,156-$51,156
SHANTA SABERSKYPresidentFT$0--
RICHARD MOXONRetired Professor Of Business AdminFT$0--
STEVE NEVILLERetired MdFT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Annie M Koziol
Title
Director
Phone
2069131757
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other revenue Part I line 8

“Description amountsales 311”

Description of other expenses Part I line 16

“Description amountart supplies 1,005bank charges 693tax and licenses 9,405phone 244insurance 878marketing and promotion 2,806office expense 2,469core supplies 1,359education 539groceries 8,631short course 1,880art auction expense 1,072offsite expense 1,721meals & entertainment 100”

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 8,162 8,162payroll liabilities 5,758 4,638”

Raw XML Appendix139 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/PhoneNum02069131757
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0611 17TH AVE E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018114
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0154805
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08237
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02460
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018114
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025231
IRS990EZ/GrossReceiptsAmt0155116
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04194
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012431
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04194
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012431
IRS990EZ/OccupancyRentUtltsAndMaintAmt06133
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt051156
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNIE M KOZIOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANTA SABERSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD MOXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE NEVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RETIRED PROFESSOR OF BUSINESS ADMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RETIRED MD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032802
IRS990EZ/OtherRevenueTotalAmt0311
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/GrantsAndAllocationsAmt013500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0105484
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013920
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0146879
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0155116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt080686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0318755
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0318755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt080686
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0318755
IRS990ScheduleA/TotalSupportAmt0318755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSALES 311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTART SUPPLIES 1,005BANK CHARGES 693TAX AND LICENSES 9,405PHONE 244INSURANCE 878MARKETING AND PROMOTION 2,806OFFICE EXPENSE 2,469CORE SUPPLIES 1,359EDUCATION 539GROCERIES 8,631SHORT COURSE 1,880ART AUCTION EXPENSE 1,072OFFSITE EXPENSE 1,721MEALS & ENTERTAINMENT 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PPP LOAN FORGIVEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 8,162 8,162PAYROLL LIABILITIES 5,758 4,638
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE M KOZIOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02069131757
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELDERWISE
ReturnHeader/Filer/BusinessNameControlTxt0ELDE
ReturnHeader/Filer/EIN0911809539
ReturnHeader/Filer/USAddress/AddressLine1Txt0611 17TH AVE E STE B
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Mike LaVergne
ReturnHeader/ReturnTs02024-11-13T11:57:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,231
Liabilities
$12,800
Net assets
$12,431
Revenue
$155,116
Expenses
$146,879
Net income
$8,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.13$0.12$1.55$1.47$0.08
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