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← LAKE COUNTY SENIOR CITIZENS ASSOCIATION

Form 990 for tax year 2022

Filed by LAKE COUNTY SENIOR CITIZENS ASSOCIATION.

Totals

Total revenue
$624,035
Total expenses
$613,443
Contributions and grants received
$139,923
Grants paid
$0
Program service revenue
$465,293
Investment income
$2
Other revenue
$18,817
Total assets, end of year
$691,108
Total liabilities, end of year
$84,659
Net assets or fund balances, end of year
$606,449
Program services expenses (Part IX)
$591,166
Management and general expenses
$882
Fundraising expenses
$21,395
Program service expenses (Part III)
$249,858

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $5

  • 1c · Fundraising events

    $7,382

  • 1e · Government grants (contributions)

    $14,843

  • 1f · All other contributions, gifts and grants

    $117,693

  • 2a · Program service revenue: TRANSPORTATION SERVICE

    total $452,198 · related or exempt $452,198

  • 2b · Program service revenue: THRIFT SHOP SALES

    total $13,095 · related or exempt $13,095

  • 3 · Investment income

    total $2 · related or exempt $2

  • 6a · Gross rents

    real property $1,277

  • 6c · Rental income or loss

    real property $1,277

  • 6d · Net rental income or loss

    total $1,277

  • 8a · Fundraising events: contributions included on line 1c

    $7,382

  • 11d · All other revenue

    total $17,540 · related or exempt $17,540

  • 11e · Other revenue, total

    $17,540

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $330,871 · program services $330,871

  • 10 · Payroll taxes

    total $34,314 · program services $34,314

  • 11c · Fees: accounting

    total $5,201 · program services $5,201

  • 11g · Fees: other

    total $4,867 · program services $4,867

  • 12 · Advertising and promotion

    total $7,045 · program services $7,045

  • 13 · Office expenses

    total $2,863 · program services $2,863

  • 23 · Insurance

    total $23,379 · program services $23,379

  • 24a · Other expenses: MEALS ON WHEELS EXPENSES

    total $12,668 · program services $12,668

  • 24b · Other expenses: BUILDING OVERHEAD

    total $68,985 · program services $68,985

  • 24c · Other expenses: TRANSPORTATION EXPENSES

    total $84,267 · program services $84,267

  • 24d · Other expenses: FUNDRAISING EXPENSES

    total $21,395 · fundraising $21,395

  • 24e · All other expenses

    total $17,588 · program services $16,706 · management and general $882

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,998 · end of year $31,965

  • 7 · Other notes and loans receivable

    beginning of year $38,233 · end of year $35,293

  • 10a · Land, buildings and equipment: cost or other basis

    $896,051

  • 10b · Land, buildings and equipment: accumulated depreciation

    $309,136

  • 10c · Land, buildings and equipment, net

    beginning of year $577,388 · end of year $586,915

  • 15 · Other assets

    beginning of year $36,934 · end of year $36,935

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,576

  • 25 · Other liabilities

    beginning of year $35,120 · end of year $84,659

  • 31 · Retained earnings, endowment or other funds

    beginning of year $595,857 · end of year $606,449

Mission and programs · 2022

Mission

To Provide Services, Energy, Assistance, and Meals on Wheels to local Seniors and other low income individuals in need.

  • Senior Citizen Transportation Service

    Expenses $178,706 · Revenue $452,198

  • Provide meals to seniors and other low income citizens

    Expenses $70,935 · Revenue $36,947

  • Thrift Shop

    Expenses $217 · Revenue $13,095

As filed on the 2022 return.

Listed in Part VII

  • Shree Morgan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Bunch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christin Ohare

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Barbara Moss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrea Wishart

    DIRECTOR

    Total calculated
    $8,184
    From this org
    $8,184
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
20 June 2023
IRS schema version
2022v5.0
Source object
202331789349300528

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