Civic Intelligence

Upper Susitna Seniors Inc

EIN 92-0108548 • 501(c)3 • Willow, AK

Profile

To promote the health and well being of senior citizens and provide educational, recreational, and social programs for our members.

Hc89 Box 592Willow, AK 99688

n/A

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-3.9%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,991,134

Down $80,007 (-3.9%) from 2023

Liabilities

Flat

$6,435

Flat from 2023

Net Assets

Down

$1,984,699

Down $80,007 (-3.9%) from 2023

Revenue

Down

$327,567

Down $200,956 (-38%) from 2023

Expenses

Up

$407,574

Up $57,423 (+16%) from 2023

Net Income

Down

-$80,007

Down $258,379 (-145%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,962,023Liabilities 2010: $104,503Net Assets 2010: $1,857,5202010Assets 2011: $1,938,053Liabilities 2011: $93,281Net Assets 2011: $1,844,7722011Assets 2012: $1,883,820Liabilities 2012: $79,010Net Assets 2012: $1,804,8102012Assets 2013: $1,838,631Liabilities 2013: $65,065Net Assets 2013: $1,773,5662013Assets 2014: $1,759,489Liabilities 2014: $52,925Net Assets 2014: $1,706,5642014Assets 2015: $1,780,206Liabilities 2015: $4,806Net Assets 2015: $1,775,4002015Assets 2016: $1,878,059Liabilities 2016: $9,057Net Assets 2016: $1,869,0022016Assets 2017: $1,924,881Liabilities 2017: $5,043Net Assets 2017: $1,919,8382017Assets 2018: $1,888,175Liabilities 2018: $6,313Net Assets 2018: $1,881,8622018Assets 2019: $1,839,677Liabilities 2019: $8,430Net Assets 2019: $1,831,2472019Assets 2020: $1,846,065Liabilities 2020: $6,341Net Assets 2020: $1,839,7242020Assets 2021: $1,872,490Liabilities 2021: $6,760Net Assets 2021: $1,865,7302021Assets 2022: $1,892,769Liabilities 2022: $6,435Net Assets 2022: $1,886,3342022Assets 2023: $2,071,141Liabilities 2023: $6,435Net Assets 2023: $2,064,7062023Assets 2024: $1,991,134Liabilities 2024: $6,435Net Assets 2024: $1,984,6992024

Highlighted filing

2024

Assets$1,991,134
Liabilities$6,435
Net Assets$1,984,699

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $155,5652010Expenses 2011: $213,6192011Revenue 2012: $170,793Expenses 2012: $210,755Net Income 2012: -$39,9622012Revenue 2013: $174,828Expenses 2013: $206,072Net Income 2013: -$31,2442013Revenue 2014: $149,201Expenses 2014: $216,203Net Income 2014: -$67,0022014Revenue 2015: $266,674Expenses 2015: $197,838Net Income 2015: $68,8362015Revenue 2016: $306,777Expenses 2016: $213,175Net Income 2016: $93,6022016Revenue 2017: $254,526Expenses 2017: $203,690Net Income 2017: $50,8362017Revenue 2018: $150,950Expenses 2018: $188,926Net Income 2018: -$37,9762018Revenue 2019: $166,191Expenses 2019: $216,806Net Income 2019: -$50,6152019Revenue 2020: $197,094Expenses 2020: $188,617Net Income 2020: $8,4772020Revenue 2021: $240,982Expenses 2021: $214,976Net Income 2021: $26,0062021Revenue 2022: $298,750Expenses 2022: $278,146Net Income 2022: $20,6042022Revenue 2023: $528,523Expenses 2023: $350,151Net Income 2023: $178,3722023Revenue 2024: $327,567Expenses 2024: $407,574Net Income 2024: -$80,0072024

Highlighted filing

2024

Revenue$327,567
Expenses$407,574
Net Income-$80,007

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.01$1.98$0.33$0.41$0.08
2023Summary only. Only limited summary data is available for this year.$2.07$0.01$2.06$0.53$0.35$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.01$1.89$0.30$0.28$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.01$1.87$0.24$0.21$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.01$1.84$0.20$0.19$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.01$1.83$0.17$0.22$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.01$1.88$0.15$0.19$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.01$1.92$0.25$0.20$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.01$1.87$0.31$0.21$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.27$0.20$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.05$1.71$0.15$0.22$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.07$1.77$0.17$0.21$0.03
2012Summary only. Only limited summary data is available for this year.$1.88$0.08$1.80$0.17$0.21$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.09$1.84$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.10$1.86$0.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. 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
$310,362
Mission and Program Overview

Mission

To promote the health and well being of senior citizens and provide educational, recreational, and social programs for our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,865,730$1,886,334▲ $20,604
Land, Buildings, and Equipment, Net$1,381,872$1,550,433▲ $168,561
Savings and Temporary Cash Investments$490,518$342,236▼ $148,282
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,872,490$1,892,769▲ $20,279
Other Assets Total-$0-
Liabilities
Other Liabilities$6,760$6,435▼ $325
Total Liabilities$6,760$6,435▼ $325
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,865,730$1,886,334▲ $20,604
Total Liabilities and Net Assets / Fund Balance$1,872,490$1,892,769▲ $20,279

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,303,041$960,365$2,263,406
Leasehold Improvements$211,490$36,896$248,386
Other Land Buildings$17,120$188,991$206,111
Equipment$2,362$56,930$59,292
Land$16,420-$16,420
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin O'ConnorExecutive DirectorFT$29,879$29,879
Erica SparksSecretaryPT$10,400$10,400

Board Members and Trustees

NameTitle
Mike DavisChairman
Vicki KilbournVice Chairman
Lane BakerBoard Member
Lisa PearsonBoard Member
Marge Thompson as of 1022Board Member
Marti GoffBoard Member
Mary Hogan as of 0622Board Member
Van Wilson until 0222Board Member
Tina RozmusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$198,888
Program Service Revenue
$95,352
Investment Income
$694
Other Revenue
$3,816
All Other Contributions
$32,012
Change in Net Assets
$20,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,867
Salaries, Compensation, and Employee Benefits$40,279
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$108,820--$108,820
Depreciation Depletion$62,129--$62,129
Current Officers, Directors, Trustees, and Key Employees-$40,279-$40,279
Insurance$13,759--$13,759
Fees for Services Other$11,365--$11,365
All Other Expenses$3,671--$3,671
Fees for Services Accounting-$2,109-$2,109
Other Expenses$1,683--$1,683
Travel$1,111--$1,111
Conferences and Meetings-$143-$143
Total Functional Expenses$235,615$42,531$0$278,146
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$8,407
Gaming Direct Expenses$6,185
Fundraising Gross Income$5,941
Fundraising Direct Expenses$5,427
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$6,435
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

Form 990 is made available upon request.

Filing and Contact Details

Filer

Filer Name
Upper Susitna Seniors Inc
EIN
92-0108548
Phone
9077332626
Address
HC89 BOX 592, WILLOW, AK 99688

Signing Officer

Name
Erica Sparks
Title
Secretary
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Sparks
Formed
1994
Legal Domicile
Ak
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
91

Preparer

Firm
Fosselman & Associates CPAs
Address
610 South Bailey St, Palmer, AK 99645
Preparer
Crystal E Stanley
Phone
9077450135
Raw XML AppendixShowing 400 of 491 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
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IRS990/AllOtherExpensesGrp/TotalAmt03671
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IRS990/BooksInCareOfDetail/PhoneNum09072038282
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd0996760626
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IRS990/CYOtherExpensesAmt0237867
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IRS990/CYTotalRevenueAmt0298750
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IRS990/Form990PartVIISectionAGrp/PersonNm1Erica Sparks
IRS990/Form990PartVIISectionAGrp/PersonNm2Mike Davis
IRS990/Form990PartVIISectionAGrp/PersonNm3Vicki Kilbourn
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
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IRS990/MissionDesc0TO PROMOTE THE HEALTH AND WELL BEING OF SENIOR CITIZENS AND PROVIDE EDUCATIONAL, RECREATIONAL, AND SOCIAL PROGRAMS FOR OUR MEMBERS.
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IRS990/OtherExpensesGrp/Desc0MEALS EXPENSE - MOW
IRS990/OtherExpensesGrp/Desc1GROCERIES - CENTER
IRS990/OtherExpensesGrp/Desc2AUTO FUEL - MOW
IRS990/OtherExpensesGrp/Desc3SUPPLIES - MOW
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IRS990/OtherExpensesGrp/ProgramServicesAmt112042
IRS990/OtherExpensesGrp/ProgramServicesAmt26600
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc3NEWSLETTER
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IRS990/ProgSrvcAccomActy2Grp/Desc0To promote the health and well-being of senior citizens by providing and managing senior housing. There are six units of senior housing with a waiting list averaging five names. Information is provided to seniors needing heating and rent assistance.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The senior newsletter is published every other month and includes items on health and safety, meal menus, and upcoming events.
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0211490
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
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