Civic Intelligence

Aging Concerns Inc.

990EZ • Fiscal year 2023 • EIN 93-0979488

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 20, 2024

835 Marylhurst CircleWest Linn, OR 97068-1813

(503) 636-7989

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

46th percentile

1.4%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Flat

$2,198

Flat from 2023

Net Assets

$2,198

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$20,880

Flat from 2023

Expenses

Flat

$20,595

Flat from 2023

Net Income

Flat

$285

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$4.0K$3.0K$2.0K$1.0K$0-$1.0KAssets 2011: $860Liabilities 2011: $9202011Assets 2012: $251Liabilities 2012: $1,043Net Assets 2012: -$7922012Assets 2013: $1,017Net Assets 2013: $1,0172013Assets 2014: $756Net Assets 2014: $7562014Assets 2015: $756Liabilities 2015: $02015Assets 2016: $554Net Assets 2016: $5542016Assets 2017: $1,612Net Assets 2017: $1,6122017Assets 2018: $949Net Assets 2018: $9492018Assets 2019: $1,310Net Assets 2019: $1,3102019Assets 2020: $3,029Net Assets 2020: $3,0292020Assets 2021: $1,743Net Assets 2021: $1,7432021Assets 2022: $1,913Liabilities 2022: $02022Assets 2023: $2,198Net Assets 2023: $2,1982023Assets 2023: $2,198Liabilities 2023: $02023

Highlighted filing

2023

Assets$2,198
Liabilities-
Net Assets$2,198

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $20,918Expenses 2011: $24,072Net Income 2011: -$3,1542011Revenue 2012: $18,774Expenses 2012: $19,506Net Income 2012: -$7322012Revenue 2013: $22,425Expenses 2013: $20,616Net Income 2013: $1,8092013Revenue 2014: $26,762Expenses 2014: $27,023Net Income 2014: -$2612014Revenue 2015: $27,909Expenses 2015: $27,909Net Income 2015: $02015Revenue 2016: $23,106Expenses 2016: $23,308Net Income 2016: -$2022016Revenue 2017: $28,566Expenses 2017: $27,508Net Income 2017: $1,0582017Revenue 2018: $27,444Expenses 2018: $28,107Net Income 2018: -$6632018Revenue 2019: $41,910Expenses 2019: $41,549Net Income 2019: $3612019Revenue 2020: $26,373Expenses 2020: $24,654Net Income 2020: $1,7192020Revenue 2021: $13,700Expenses 2021: $14,986Net Income 2021: -$1,2862021Revenue 2022: $18,250Expenses 2022: $18,080Net Income 2022: $1702022Revenue 2023: $20,880Expenses 2023: $20,595Net Income 2023: $2852023Revenue 2023: $20,880Expenses 2023: $20,595Net Income 2023: $2852023

Highlighted filing

2023

Revenue$20,880
Expenses$20,595
Net Income$285
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 20, 2024
Return Version
2023v4.0
Gross Receipts
$20,880
Mission and Program Overview

Mission

Training and education for family care givers, older adults, and practitioners who work with elders and families.

Training and education for family care givers, older adults, and practioners who work with elders and families.

Program Services

DescriptionGrantsExpenses
DELIVERED KITCHEN KITS, PLUS EXTRA KITCHEN SUPPLIES AND BEDDING/BATH KITS TO NORTHWEST PILOT PROJECT.-$15,863
GAVE MULTIPLE PRESENTATIONS AND AND INTERVIEWS, INCLUDING THE FOLLOWING: PREPARE TO CARE TRAINING FOR SPEAKERS AT LAKE OSWEGO ADULT COMMUNITY CENTER, NOVEMBER 14 AND OREGON CARE PARTNERS, JUNE 13 GAVE KEYNOTE PRESENTATION, "LET IT BE HOPE: MY FAMILY'S STORY", FOR THE SPRING GALA/FUNDRAISHER FOR HOPE DEMENTIA SUPPORT GROUPS, VANCOUVER, WA, MARCH 18 GAVE PRESENTATION, "AGING, DEMENTIA AND FAMILY CAREGIVING: A 50+ YEAR PERSEPECTIVE", OCTOBER 7 GAVE KEYNOTE PRESENTATION, "PACKING YOUR CAREGIVING BASKET" AT THE 25TH ANNIVERSARY OF THE MCGINTY CONFERENCE, PORTLAND, OR, NOVEMBER 6 SERVED ON PANEL OF 3 PROFESSIONALS DISCUSSING FILM "KEYS BAGS WORDS NAMES", OMSI, PORTLAND, NOVEMBER 14-$1,791
TRAINING/EDUCATION MATERIALS DEVELOPED AND REVIEWED: WORKED WITH MONTANA ST. UNIV. ON FOLLOWING: -COMPLETED UPDATING MONTGUIDE, TALKING WITH AGING PARENTS ABOUT FINANCES WITH MARSHA GOETTING -DEVELOPING A TWO VOLUME MAGAZINE SPECIFIALLY FOR MONTANA RANCHERS AND FARMERS FOCUSED ON ALZHEIMER'S DISEASE. -A VIRTUAL TRAINING FOR CARE STAFF, OTHER PRACTITIONERS, AND FAMILIES. OTHER: WORKED WITH PFIZER TO UPDATE INFORMATION AND RESOURCES, REVIEWED AND GAVE FEEDBACK ON MATERIALS FOR HUMANITUDE PROGRAM BEING USED BY KOELSCH COMPANY IN THEIR MEMORY CARE FACILITIES.-$1,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM NAYPresident-$0--
VICKI L SCHMALLExecutive Di-$0--
BOBBY HEAGERTYDirector-$0--
MARY SHORTALLDirector-$0--
DELVIN ZOOKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Aging Concerns Inc
EIN
93-0979488
Phone
5036367989
Address
835 MARYLHURST CIRCLE, WEST LINN, OR 97068-1813

Signing Officer

Name
Vicki L Schmall
Title
Executive Director
Phone
5036367989
Signed
2024-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Cross Financial
Address
65 SW YAMHILL ST STE 400, PORTLAND, OR 97204-3315
Preparer
Ron Harmening
Phone
5032331133
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses internet 816 airline tickets 259 lodging/hotels 1,277 mileage 5,348 road/bridge tolls 20 room rentals 125 conferences 130 bedroom/bath kits 3,378 books 58 corporate division 50 equipment repair 175 meals 3,420 memberships 248 miscellaneous expenses 13 or filing fee 20 parking 40 supplies 2,307 telephone 170 total 17,854

Form 990-ez, Part II, Line 24

Equipment 42,123 42,123 less accumulated depreciation 42,123 42,123 total 0 0

Form 990-ez, Part III

Training and education for family care givers, older adults, and practioners who work with elders and families.

Form 990-ez, Part III, Line 29

Training/education materials developed and reviewed: worked with montana st. Univ. On following: -completed updating montguide, talking with aging parents about finances with marsha goetting -developing a two volume magazine specifially for montana ranchers and farmers focused on alzheimer's disease. -a virtual training for care staff, other practitioners, and families. Other: worked with pfizer to update information and resources, reviewed and gave feedback on materials for humanitude program being used by koelsch company in their memory care facilities.

Form 990-ez, Part III, Line 30

Gave multiple presentations and and interviews, including the following: prepare to care training for speakers at lake oswego adult community center, november 14 and oregon care partners, june 13 gave keynote presentation, "let it be hope: my family's story", for the spring gala/fundraisher for hope dementia support groups, vancouver, wa, march 18 gave presentation, "aging, dementia and family caregiving: a 50+ year persepective", october 7 gave keynote presentation, "packing your caregiving basket" at the 25th anniversary of the mcginty conference, portland, or, november 6 served on panel of 3 professionals discussing film "keys bags words names", omsi, portland, november 14

Raw XML Appendix150 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DELIVERED KITCHEN KITS, PLUS EXTRA KITCHEN SUPPLIES AND BEDDING/BATH KITS TO NORTHWEST PILOT PROJECT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRAINING/EDUCATION MATERIALS DEVELOPED AND REVIEWED: WORKED WITH MONTANA ST. UNIV. ON FOLLOWING: -COMPLETED UPDATING MONTGUIDE, TALKING WITH AGING PARENTS ABOUT FINANCES WITH MARSHA GOETTING -DEVELOPING A TWO VOLUME MAGAZINE SPECIFIALLY FOR MONTANA RANCHERS AND FARMERS FOCUSED ON ALZHEIMER'S DISEASE. -A VIRTUAL TRAINING FOR CARE STAFF, OTHER PRACTITIONERS, AND FAMILIES. OTHER: WORKED WITH PFIZER TO UPDATE INFORMATION AND RESOURCES, REVIEWED AND GAVE FEEDBACK ON MATERIALS FOR HUMANITUDE PROGRAM BEING USED BY KOELSCH COMPANY IN THEIR MEMORY CARE FACILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GAVE MULTIPLE PRESENTATIONS AND AND INTERVIEWS, INCLUDING THE FOLLOWING: PREPARE TO CARE TRAINING FOR SPEAKERS AT LAKE OSWEGO ADULT COMMUNITY CENTER, NOVEMBER 14 AND OREGON CARE PARTNERS, JUNE 13 GAVE KEYNOTE PRESENTATION, "LET IT BE HOPE: MY FAMILY'S STORY", FOR THE SPRING GALA/FUNDRAISHER FOR HOPE DEMENTIA SUPPORT GROUPS, VANCOUVER, WA, MARCH 18 GAVE PRESENTATION, "AGING, DEMENTIA AND FAMILY CAREGIVING: A 50+ YEAR PERSEPECTIVE", OCTOBER 7 GAVE KEYNOTE PRESENTATION, "PACKING YOUR CAREGIVING BASKET" AT THE 25TH ANNIVERSARY OF THE MCGINTY CONFERENCE, PORTLAND, OR, NOVEMBER 6 SERVED ON PANEL OF 3 PROFESSIONALS DISCUSSING FILM "KEYS BAGS WORDS NAMES", OMSI, PORTLAND, NOVEMBER 14
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTERNET 816 AIRLINE TICKETS 259 LODGING/HOTELS 1,277 MILEAGE 5,348 ROAD/BRIDGE TOLLS 20 ROOM RENTALS 125 CONFERENCES 130 BEDROOM/BATH KITS 3,378 BOOKS 58 CORPORATE DIVISION 50 EQUIPMENT REPAIR 175 MEALS 3,420 MEMBERSHIPS 248 MISCELLANEOUS EXPENSES 13 OR FILING FEE 20 PARKING 40 SUPPLIES 2,307 TELEPHONE 170 TOTAL 17,854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 42,123 42,123 LESS ACCUMULATED DEPRECIATION 42,123 42,123 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAINING AND EDUCATION FOR FAMILY CARE GIVERS, OLDER ADULTS, AND PRACTIONERS WHO WORK WITH ELDERS AND FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAINING/EDUCATION MATERIALS DEVELOPED AND REVIEWED: WORKED WITH MONTANA ST. UNIV. ON FOLLOWING: -COMPLETED UPDATING MONTGUIDE, TALKING WITH AGING PARENTS ABOUT FINANCES WITH MARSHA GOETTING -DEVELOPING A TWO VOLUME MAGAZINE SPECIFIALLY FOR MONTANA RANCHERS AND FARMERS FOCUSED ON ALZHEIMER'S DISEASE. -A VIRTUAL TRAINING FOR CARE STAFF, OTHER PRACTITIONERS, AND FAMILIES. OTHER: WORKED WITH PFIZER TO UPDATE INFORMATION AND RESOURCES, REVIEWED AND GAVE FEEDBACK ON MATERIALS FOR HUMANITUDE PROGRAM BEING USED BY KOELSCH COMPANY IN THEIR MEMORY CARE FACILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAVE MULTIPLE PRESENTATIONS AND AND INTERVIEWS, INCLUDING THE FOLLOWING: PREPARE TO CARE TRAINING FOR SPEAKERS AT LAKE OSWEGO ADULT COMMUNITY CENTER, NOVEMBER 14 AND OREGON CARE PARTNERS, JUNE 13 GAVE KEYNOTE PRESENTATION, "LET IT BE HOPE: MY FAMILY'S STORY", FOR THE SPRING GALA/FUNDRAISHER FOR HOPE DEMENTIA SUPPORT GROUPS, VANCOUVER, WA, MARCH 18 GAVE PRESENTATION, "AGING, DEMENTIA AND FAMILY CAREGIVING: A 50+ YEAR PERSEPECTIVE", OCTOBER 7 GAVE KEYNOTE PRESENTATION, "PACKING YOUR CAREGIVING BASKET" AT THE 25TH ANNIVERSARY OF THE MCGINTY CONFERENCE, PORTLAND, OR, NOVEMBER 6 SERVED ON PANEL OF 3 PROFESSIONALS DISCUSSING FILM "KEYS BAGS WORDS NAMES", OMSI, PORTLAND, NOVEMBER 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI L SCHMALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05036367989
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-20
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ReturnHeader/Filer/EIN0930979488
ReturnHeader/Filer/PhoneNum05036367989
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ReturnHeader/PreparerPersonGrp/PhoneNum05032331133
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON HARMENING
ReturnHeader/ReturnTs02024-02-26T18:19:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VICKI L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMALL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.20$2.20$20.9$20.6$0.29
2023Summary only. Only limited summary data is available for this year.$2.20$0.00$20.9$20.6$0.29
2022Summary only. Only limited summary data is available for this year.$1.91$0.00$18.3$18.1$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$1.74$13.7$15.0$1.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$3.03$26.4$24.7$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.31$41.9$41.5$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$27.4$28.1$0.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$1.61$28.6$27.5$1.06
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.55$23.1$23.3$0.20
2015Summary only. Only limited summary data is available for this year.$0.76$0.00$27.9$27.9$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.76$26.8$27.0$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.02$1.02$22.4$20.6$1.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$1.04$0.79$18.8$19.5$0.73
2011Summary only. Only limited summary data is available for this year.$0.86$0.92$20.9$24.1$3.15