Civic Intelligence

Elders in Action

990 • Fiscal year 2017 • EIN 93-1168567

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 19, 2018

Organization ProfileELDERSINACTION.ORG
1411 SW Morrison Street Suite 290Portland, OR 97205

(503) 235-5474

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$79,529

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

0.5%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$711,978

Up $104,759 (+17%) from 2016

Net Assets

Up

$682,232

Up $98,959 (+17%) from 2016

Liabilities

Up

$29,746

Up $5,800 (+24%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin70th percentile

Revenue

Up

$740,954

Up $3,494 (+0.5%) from 2016

Expenses

Up

$641,995

Up $110,085 (+21%) from 2016

Net Income

Down

$98,959

Down $106,591 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$800K$600K$400K$200K$0Assets 2010: $400,749Liabilities 2010: $25,648Net Assets 2010: $375,1012010Assets 2011: $314,539Liabilities 2011: $25,785Net Assets 2011: $288,7542011Assets 2012: $308,057Liabilities 2012: $21,312Net Assets 2012: $286,7452012Assets 2013: $316,007Liabilities 2013: $26,371Net Assets 2013: $289,6362013Assets 2014: $336,283Liabilities 2014: $29,406Net Assets 2014: $306,8772014Assets 2015: $413,193Liabilities 2015: $35,470Net Assets 2015: $377,7232015Assets 2016: $607,219Liabilities 2016: $23,946Net Assets 2016: $583,2732016Assets 2017: $711,978Liabilities 2017: $29,746Net Assets 2017: $682,2322017Assets 2018: $623,901Liabilities 2018: $39,327Net Assets 2018: $584,5742018Assets 2019: $244,724Liabilities 2019: $87Net Assets 2019: $244,6372019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$711,978
Liabilities$29,746
Net Assets$682,232
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $509,6652010Expenses 2011: $532,1062011Expenses 2012: $494,1432012Expenses 2013: $490,1382013Revenue 2014: $526,877Expenses 2014: $509,636Net Income 2014: $17,2412014Revenue 2015: $569,810Expenses 2015: $498,964Net Income 2015: $70,8462015Revenue 2016: $737,460Expenses 2016: $531,910Net Income 2016: $205,5502016Revenue 2017: $740,954Expenses 2017: $641,995Net Income 2017: $98,9592017Revenue 2018: $566,912Expenses 2018: $664,570Net Income 2018: -$97,6582018Revenue 2019: $345,801Expenses 2019: $685,738Net Income 2019: -$339,9372019Revenue 2020: $5,052Expenses 2020: $249,689Net Income 2020: -$244,6372020

Highlighted filing

2017

Revenue$740,954
Expenses$641,995
Net Income$98,959
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.0
Gross Receipts
$765,566
Mission and Program Overview

Mission

We promote the health, resilience and vibrancy of our community by advocating for, educating, and serving older adults through volunteer engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$404,075$365,061▼ $39,014
Cash and Non-Interest-Bearing Accounts$64,436$94,819▲ $30,383
Accounts Receivable$90,415$66,491▼ $23,924
Pledges and Grants Receivable-$37,017-
Prepaid Expenses and Deferred Charges$10,735$10,850▲ $115
Other Notes and Loans Receivable, Net-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$607,219$711,978▲ $104,759
Other Assets Total$37,558$137,740▲ $100,182
Liabilities
Accounts Payable and Accrued Expenses$23,946$29,746▲ $5,800
Total Liabilities$23,946$29,746▲ $5,800
Net Assets / Fund Balance
Unrestricted Net Assets$580,273$642,215▲ $61,942
Temporarily Rstr Net Assets$3,000$40,017▲ $37,017
Total Net Assets Fund Balance$583,273$682,232▲ $98,959
Total Liabilities and Net Assets / Fund Balance$607,219$711,978▲ $104,759

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$62,036$62,036
Leasehold Improvements-$11,802$11,802
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara BernsteinExecutive DirectorFT$68,840$10,689$79,529

Board Members and Trustees

NameTitle
Cheryll BrounsteinPresident
Robert GassnerVice President
Grace IshidaBoard Member
Joaquin PastorBoard Member
Mark LovelessBoard Member
Sarah PratherBoard Member
Stephanie MontgomeryBoard Member
Tom DanielsBoard Member
Will FullerBoard Member
Kristen MccallSecretary
Steven ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,007
Program Service Revenue
$440,346
Investment Income
$1,168
Other Revenue
$31,433
All Other Contributions
$237,688
Change in Net Assets
$98,959

Audited Revenue Reconciliation

Revenue per Audited Statements
$740,954
Revenue Not Reported on Form 990
$10,582
Total Revenue per Audited Statements
$751,536
Total Revenue per Form 990
$740,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$496,039
Other Expenses$145,956
Total Fundraising Expense$53,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$256,859$46,474$27,961$331,294
Current Officers, Directors, Trustees, and Key Employees$61,660$11,156$6,712$79,528
Other Employee Benefits$33,388$6,041$3,635$43,064
Occupancy$32,824$5,930$3,572$42,326
Payroll Taxes$26,914$4,870$2,930$34,714
Fees for Services Other$23,305$5,905$844$30,054
Office Expenses$9,125$7,965$4,341$21,431
Travel$8,923$766$29$9,718
Pension Plan Contributions$5,767$1,044$628$7,439
All Other Expenses$1,117$4,062$637$5,816
Conferences and Meetings$4,816$625-$5,441
Insurance$4,107$903-$5,010
Other Expenses$1,019$1,160$595$2,774
Advertising$149$634-$783
Total Functional Expenses$482,823$105,722$53,450$641,995

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$652,577
Expenses per Audited Statements$641,995
Total Expenses per Form 990$641,995
Expenses Not Reported on Form 990$10,582
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,577
Fundraising Direct Expenses$24,612
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SILVER: A NIGHT TO REMEMBER$84,896$54,577$14,932$39,645
Total Events$84,896$54,577$24,612$29,965
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft of the form 990 is reviewed by the board prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board reviews potential conflict of interest issues on an ongoing basis.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director's performance and compensation is reviewed annually by the president and vice president of the board. They are provided with and review available comparability data when making their decision. The decision process is documented in the executive committee's meeting minutes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All staff performance and compensation is reviewed annually by the executive director.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Reasonable requests for financial statements and governing documents are furnished upon request at the offices of elders in action.”

Filing and Contact Details

Filer

Filer Name
Elders in Action
EIN
93-1168567
Phone
5032355474
Address
1411 SW Morrison Street Suite 290, Portland, OR 97205

Signing Officer

Name
Barbara Bernstein
Title
Executive Director
Signed
2018-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Bernstein
Formed
1994
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
12
Volunteers
135

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: age friendly - this program engages the business community in creating public spaces and services with the older adult in mind which helps foster aging in place.”

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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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IRS990/MissionDesc0WE PROMOTE THE HEALTH, RESILIENCE AND VIBRANCY OF OUR COMMUNITY BY ADVOCATING FOR, EDUCATING, AND SERVING OLDER ADULTS THROUGH VOLUNTEER ENGAGEMENT.
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/FundraisingAmt03572
IRS990/OccupancyGrp/ManagementAndGeneralAmt05930
IRS990/OccupancyGrp/ProgramServicesAmt032824
IRS990/OccupancyGrp/TotalAmt042326
IRS990/OfficeExpensesGrp/FundraisingAmt04341
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07965
IRS990/OfficeExpensesGrp/ProgramServicesAmt09125
IRS990/OfficeExpensesGrp/TotalAmt021431
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0137740
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03635
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06041
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033388
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043064
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2VOLUNTEER SUPPORT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0269
IRS990/OtherExpensesGrp/FundraisingAmt11297
IRS990/OtherExpensesGrp/FundraisingAmt2595
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02152
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14218
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21817
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31160
IRS990/OtherExpensesGrp/ProgramServicesAmt08308
IRS990/OtherExpensesGrp/ProgramServicesAmt11118
IRS990/OtherExpensesGrp/ProgramServicesAmt23424
IRS990/OtherExpensesGrp/ProgramServicesAmt31019
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IRS990/OtherExpensesGrp/TotalAmt16633
IRS990/OtherExpensesGrp/TotalAmt25241
IRS990/OtherExpensesGrp/TotalAmt32774
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueTotalAmt01468
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt027961
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046474
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0256859
IRS990/OtherSalariesAndWagesGrp/TotalAmt0331294
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02930
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04870
IRS990/PayrollTaxesGrp/ProgramServicesAmt026914
IRS990/PayrollTaxesGrp/TotalAmt034714
IRS990/PensionPlanContributionsGrp/FundraisingAmt0628
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01044
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05767
IRS990/PensionPlanContributionsGrp/TotalAmt07439
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037017
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010735
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010850
IRS990/PrincipalOfficerNm0BARBARA BERNSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0428824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111522
IRS990/ProgSrvcAccomActy2Grp/Desc0CIVIC INVOLVEMENT PROGRAM AND ADVOCACY - ELDERS IN ACTION ENGAGES OLDER ADULTS IN VOLUNTEER AND CIVIC ENGAGEMENT OPPORTUNITIES AROUND THE ISSUES THAT MOST IMPACT OLDER ADULTS IN OUR COMMUNITY - INCLUDING HOUSING INSECURITY, ELDER ABUSE, TRANSPORTATION, AND ISOLATION. THIS PROGRAM HELPS EMPOWER ELDERS TO BE SELF-ADVOCATES AND ADVISE COMMUNITY DECISION MAKERS ABOUT ISSUES THAT CONCERN THEM THE MOST.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0103495
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION AND OUTREACH - THIS PROGRAM TRAINS VOLUNTEERS TO EDUCATE THE COMMUNITY ON TOPICS OF CONCERN TO OLDER ADULTS SUCH AS: BECOMING EMPOWERED CONSUMERS, FRAUD AWARENESS AND PREVENTION, HOW TO IMPROVE THEIR HOME SAFETY, FALL PREVENTION AND MASTERY OF AGING WELL.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0238717
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0861
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IRS990/PYOtherExpensesAmt0157424
IRS990/PYOtherRevenueAmt052905
IRS990/PYProgramServiceRevenueAmt0444977
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IRS990/PYTotalExpensesAmt0531910
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0568676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0524070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0489778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02917683
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt06433
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$711,978
Liabilities
$29,746
Net assets
$682,232
Revenue
$740,954
Expenses
$641,995
Net income
$98,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.05$2.50$2.45
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$3.46$6.86$3.40
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.39$5.85$5.67$6.65$0.98
2017Detailed filing. Detailed filing data is available for this year.$7.12$0.30$6.82$7.41$6.42$0.99
2016Detailed filing. Detailed filing data is available for this year.$6.07$0.24$5.83$7.37$5.32$2.06
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.35$3.78$5.70$4.99$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.29$3.07$5.27$5.10$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.26$2.90$4.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.21$2.87$4.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.26$2.89$5.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.26$3.75$5.10