Civic Intelligence

Elders in Action

990 • Fiscal year 2019 • EIN 93-1168567

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 02, 2020

210 SW Morrison St 4th FlrPortland, OR 97204

(503) 223-7770

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-98%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$81,965

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-61%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$244,724

Down $379,177 (-61%) from 2018

Net Assets

Down

$244,637

Down $339,937 (-58%) from 2018

Liabilities

Down

$87

Down $39,240 (-100%) from 2018

Revenue

Down

$345,801

Down $221,111 (-39%) from 2018

Expenses

Up

$685,738

Up $21,168 (+3.2%) from 2018

Net Income

Down

-$339,937

Down $242,279 (-248%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$244,724
Liabilities$87
Net Assets$244,637

Operations Trend

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

2019

Revenue$345,801
Expenses$685,738
Net Income-$339,937
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 2, 2020
Return Version
2018v3.1
Gross Receipts
$354,257
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$261,588$0▼ $261,588
Cash and Non-Interest-Bearing Accounts$94,446$204,849▲ $110,403
Accounts Receivable$88,912$0▼ $88,912
Pledges and Grants Receivable$37,017$37,017→ $0
Prepaid Expenses and Deferred Charges$4,017$2,858▼ $1,159
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$623,901$244,724▼ $379,177
Other Assets Total$137,921$0▼ $137,921
Liabilities
Accounts Payable and Accrued Expenses$26,327--
Deferred Revenue$13,000--
Other Liabilities-$87-
Total Liabilities$39,327$87▼ $39,240
Net Assets / Fund Balance
Temporarily Rstr Net Assets$84,760$165,000▲ $80,240
Unrestricted Net Assets$499,814$79,637▼ $420,177
Total Net Assets Fund Balance$584,574$244,637▼ $339,937
Total Liabilities and Net Assets / Fund Balance$623,901$244,724▼ $379,177

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara Bernstein End 22019Executive DirectorFT$70,804$11,161$81,965

Board Members and Trustees

NameTitle
Robert GassnerPresident
Kristen MccallVice President
Cheryll BrounsteinBoard Member
Grace IshidaBoard Member
J HootmanBoard Member
Joaquin PastorBoard Member
Mark O LovelessBoard Member
Tom DanielsBoard Member
Will FullerBoard Member
Jani Iverson Start 32019Executive Director
Sarah PratherSecretary
Steven ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$153,000
Program Service Revenue
$166,682
Investment Income
$1,025
Other Revenue
$25,094
All Other Contributions
$153,000
Change in Net Assets
$-339,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$468,909
Other Expenses$216,829
Total Fundraising Expense$65,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$230,532$70,162$33,411$334,105
Current Officers, Directors, Trustees, and Key Employees$48,575$14,784$7,040$70,399
Fees for Services Other$14,150$46,310$3,859$64,319
Occupancy$41,705$16,041$6,416$64,162
Payroll Taxes$22,009$8,465$3,386$33,860
Other Employee Benefits$16,831$5,123$2,439$24,393
Office Expenses$13,940$5,361$2,145$21,446
Conferences and Meetings$7,501$1,121-$8,622
Insurance$4,306$1,656$662$6,624
Pension Plan Contributions$4,245$1,292$615$6,152
All Other Expenses$2,806$1,080$431$4,317
Other Expenses$1,304$501$201$2,006
Travel$1,238$476$191$1,905
Information Technology$562$216$87$865
Advertising$207$80$32$319
Total Functional Expenses$437,370$183,228$65,140$685,738
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,550
Fundraising Direct Expenses$8,456
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SILVER: A NIGHT TO REMEMBER$33,550$33,550$8,456$25,094
Total Events$33,550$33,550$8,456$25,094
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$87
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 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

The latest financial statements and 990 are available on the website.

Filing and Contact Details

Filer

Filer Name
Elders in Action
EIN
93-1168567
Phone
5032237770
Address
210 SW Morrison St 4th Flr, Portland, OR 97204

Signing Officer

Name
Robert Gassner
Title
President
Signed
2020-01-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Gassner
Formed
1994
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
11
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: volunteer engagement - the mission of elders in action is accomplished through volunteer engagement and service. Elders in action has a successful system for recruiting, training, supporting, and deploying volunteers in the community. Elders in action connects those who need help with those with time, passion, and experience who want to be of service to their community. We train our volunteers to become resource specialists, friendly visitors, and advocates for older adults in need. Our volunteers also advocate for age-friendly policies, to create communities in which we can all age in place with purpose, safely, and dignity.

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IRS990/InformationTechnologyGrp/ProgramServicesAmt0562
IRS990/InformationTechnologyGrp/TotalAmt0865
IRS990/InsuranceGrp/FundraisingAmt0662
IRS990/InsuranceGrp/ManagementAndGeneralAmt01656
IRS990/InsuranceGrp/ProgramServicesAmt04306
IRS990/InsuranceGrp/TotalAmt06624
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01025
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01025
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt073838
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt073838
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WE PROMOTE THE HEALTH, RESILIENCE AND VIBRANCY OF OUR COMMUNITY BY ADVOCATING FOR, EDUCATING, AND SERVING OLDER ADULTS THROUGH VOLUNTEER ENGAGEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0584574
IRS990/NetAssetsOrFundBalancesEOYAmt0244637
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt025094
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025094
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt06416
IRS990/OccupancyGrp/ManagementAndGeneralAmt016041
IRS990/OccupancyGrp/ProgramServicesAmt041705
IRS990/OccupancyGrp/TotalAmt064162
IRS990/OfficeExpensesGrp/FundraisingAmt02145
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05361
IRS990/OfficeExpensesGrp/ProgramServicesAmt013940
IRS990/OfficeExpensesGrp/TotalAmt021446
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0137921
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02439
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05123
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016831
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024393
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt03299
IRS990/OtherExpensesGrp/FundraisingAmt1692
IRS990/OtherExpensesGrp/FundraisingAmt2234
IRS990/OtherExpensesGrp/FundraisingAmt3201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08246
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11729
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3501
IRS990/OtherExpensesGrp/ProgramServicesAmt021442
IRS990/OtherExpensesGrp/ProgramServicesAmt14497
IRS990/OtherExpensesGrp/ProgramServicesAmt21520
IRS990/OtherExpensesGrp/ProgramServicesAmt31304
IRS990/OtherExpensesGrp/TotalAmt032987
IRS990/OtherExpensesGrp/TotalAmt16918
IRS990/OtherExpensesGrp/TotalAmt22339
IRS990/OtherExpensesGrp/TotalAmt32006
IRS990/OtherLiabilitiesGrp/EOYAmt087
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033411
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt070162
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0230532
IRS990/OtherSalariesAndWagesGrp/TotalAmt0334105
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03386
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08465
IRS990/PayrollTaxesGrp/ProgramServicesAmt022009
IRS990/PayrollTaxesGrp/TotalAmt033860
IRS990/PensionPlanContributionsGrp/FundraisingAmt0615
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01292
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04245
IRS990/PensionPlanContributionsGrp/TotalAmt06152
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt037017
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037017
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04017
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02858
IRS990/PrincipalOfficerNm0ROBERT GASSNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0163067
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0163067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13615
IRS990/ProgSrvcAccomActy2Grp/Desc0VOLUNTEER ENGAGEMENT - THE MISSION OF ELDERS IN ACTION IS ACCOMPLISHED THROUGH VOLUNTEER ENGAGEMENT AND SERVICE. ELDERS IN ACTION HAS A SUCCESSFUL SYSTEM FOR RECRUITING, TRAINING, SUPPORTING, AND DEPLOYING VOLUNTEERS IN THE COMMUNITY. ELDERS IN ACTION CONNECTS THOSE WHO NEED HELP WITH THOSE WITH TIME, PASSION, AND EXPERIENCE WHO WANT TO BE OF SERVICE TO THEIR COMMUNITY. WE TRAIN OUR VOLUNTEERS TO BECOME RESOURCE SPECIALISTS, FRIENDLY VISITORS, AND ADVOCATES FOR OLDER ADULTS IN NEED. OUR VOLUNTEERS ALSO ADVOCATE FOR AGE-FRIENDLY POLICIES, TO CREATE COMMUNITIES IN WHICH WE CAN ALL AGE IN PLACE WITH PURPOSE, SAFELY, AND DIGNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt096221
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03615
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt078727
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0238085
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01131
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0155136
IRS990/PYOtherRevenueAmt0-3945
IRS990/PYProgramServiceRevenueAmt0331641
IRS990/PYRevenuesLessExpensesAmt0-97658
IRS990/PYSalariesCompEmpBnftPaidAmt0509434
IRS990/PYTotalExpensesAmt0664570
IRS990/PYTotalRevenueAmt0566912
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-339937
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0163067
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0261588
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0316067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0535677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0666512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0668647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0568676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02755579
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0861
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0792

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