Totals
- Total revenue
- $2,710,927
- Total expenses
- $2,205,242
- Contributions and grants received
- $2,287,757
- Grants paid
- $0
- Program service revenue
- $532,756
- Investment income
- $173,977
- Other revenue
- -$283,563
- Total assets, end of year
- $10,157,124
- Total liabilities, end of year
- $4,388,106
- Net assets or fund balances, end of year
- $5,769,018
- Program services expenses (Part IX)
- $2,098,787
- Management and general expenses
- $87,432
- Fundraising expenses
- $19,023
- Program service expenses (Part III)
- $2,098,787
Program services were 95.2% 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.
-
1a · Federated campaigns
$34,431
-
1c · Fundraising events
$55,508
-
1e · Government grants (contributions)
$764,190
-
1f · All other contributions, gifts and grants
$1,433,628
-
1g · Noncash contributions included above
$832,472
-
2a · Program service revenue: Senior Program Revenue
total $296,327 · related or exempt $296,327
-
2b · Program service revenue: Fees & Contracts Gov Agencies
total $236,429 · related or exempt $236,429
-
3 · Investment income
total $9,463 · excluded $9,463
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $1,457,633
-
6b · Less rental expenses
real property $1,978,595
-
6c · Rental income or loss
real property -$520,962
-
6d · Net rental income or loss
total -$520,962 · related or exempt $21,970 · excluded -$542,932
-
7a · Gross sales of assets other than inventory
other assets $164,514
-
7c · Gain or loss
other assets $164,514
-
7d · Net gain or loss
total $164,514 · excluded $164,514
-
8a · Fundraising events: gross income
$20,836
-
8a · Fundraising events: contributions included on line 1c
$55,508
-
8b · Fundraising events: direct expenses
$6,919
-
8c · Net income from fundraising events
total $13,917 · excluded $13,917
-
9a · Gaming: gross income
$52,487
-
9b · Gaming: direct expenses
$5,331
-
9c · Net income from gaming
total $47,156 · unrelated business $47,156
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous
total $174,301 · related or exempt $174,301
-
11b · Other revenue: Advertising
total $2,025 · unrelated business $2,025
-
11e · Other revenue, total
$176,326
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $169,519 · program services $120,616 · management and general $48,903
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,143,726 · program services $1,136,280 · management and general $5,878 · fundraising $1,568
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $22,698 · program services $21,896 · management and general $771 · fundraising $31
-
10 · Payroll taxes
total $112,345 · program services $107,950 · management and general $4,265 · fundraising $130
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $34,463 · program services $33,687 · management and general $714 · fundraising $62
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $6,565 · program services $6,565
-
12 · Advertising and promotion
total $6,374 · program services $5,019 · management and general $12 · fundraising $1,343
-
13 · Office expenses
total $19,653 · program services $15,731 · management and general $3,124 · fundraising $798
-
14 · Information technology
total $25,996 · program services $24,029 · management and general $340 · fundraising $1,627
-
15 · Royalties
total $0
-
16 · Occupancy
total $928,055 · program services $925,254 · management and general $2,721 · fundraising $80
-
17 · Travel
total $17,689 · program services $17,601 · management and general $25 · fundraising $63
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $233,695 · program services $233,651 · management and general $39 · fundraising $5
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $607,751 · program services $589,360 · management and general $18,391
-
23 · Insurance
total $31,555 · program services $29,336 · management and general $2,173 · fundraising $46
-
24a · Other expenses: Supplies
total $592,710 · program services $567,960 · management and general $3,350 · fundraising $21,400
-
24b · Other expenses: Other Expense
total $79,361 · program services $84,129 · management and general -$5,802 · fundraising $1,034
-
24c · Other expenses: Equipment
total $77,810 · program services $74,922 · management and general $2,080 · fundraising $808
-
24d · Other expenses: Vehicle
total $74,032 · program services $74,009 · management and general $20 · fundraising $3
-
24e · All other expenses
total -$1,978,755 · program services -$1,969,208 · management and general $428 · fundraising -$9,975
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $172,010 · end of year $267,288
-
2 · Savings and temporary cash investments
beginning of year $839,903 · end of year $831,280
-
3 · Pledges and grants receivable
beginning of year $335,283 · end of year $63,267
-
4 · Accounts receivable
beginning of year $111,638 · end of year $98,786
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $944,061 · end of year $1,016,932
-
8 · Inventories for sale or use
beginning of year $30,773 · end of year $33,377
-
9 · Prepaid expenses and deferred charges
beginning of year $91,766 · end of year $81,652
-
10a · Land, buildings and equipment: cost or other basis
$11,917,017
-
10b · Land, buildings and equipment: accumulated depreciation
$4,219,083
-
10c · Land, buildings and equipment, net
beginning of year $7,224,995 · end of year $7,697,934
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $49,832 · end of year $66,608
-
17 · Accounts payable and accrued expenses
beginning of year $193,884 · end of year $238,791
-
19 · Deferred revenue
beginning of year $29,324 · end of year $26,535
-
23 · Secured mortgages and notes payable
beginning of year $4,138,578 · end of year $3,930,465
-
25 · Other liabilities
beginning of year $175,142 · end of year $192,315
-
27 · Net assets without donor restrictions
beginning of year $4,801,754 · end of year $5,486,049
-
28 · Net assets with donor restrictions
beginning of year $461,579 · end of year $282,969
Mission and programs · 2022
Mission
To enable seniors living in the Matanuska-Susitna Borough to live as independently as possible for as long as possible.
-
The Nutrition Program: is designed to reduce hunger and food insecurity, promote socialization of older individuals, promote the health and well-being of older individuals and delay adverse health conditions through access to nutrition and other disease prevention and health promotion services. The program includes:Congregate Meals: provided in a congregate setting at the Wasilla Area Senior and Mid-Valley Senior Centers to individuals aged 60 years and older.Home-Delivered Meals: provided to homebound individuals aged 60 years and over and their spouse.Transportation to and from the WASI center for congregate meals.
Expenses $1,331,398 · Revenue $427,856
-
Outreach Services: designed to assist seniors in their homes, allowing them to remain as independent as possible for as long as possible.Case Management: The Outreach Services Manager provides assistance assessing needs,developing care plans, provides information and referrals about providers in the area and provides follow-up and reassessment, as required.Chore Services: WASI senior care workers help with housework, meal preparation, sidewalk maintenance and other activities seniors may find difficult to do on their own.Respite Care: Provides substitute in-home care for adults with declining physical or cognitive functions so fulltime caregivers can take time for themselves.Supplemental Services: Helps low-income seniors maintain a safe and healthy environment to avoid a crisis that would jeopardize their ability to remain independently in their own home. Assists with medical, dental, mobility equipment, and home modification costs not covered by other benefits.
Expenses $229,730 · Revenue $49,930
-
Healthy Aging Program: is designed to promote isolation prevention of older individuals, promote their health and well-being and delay adverse health conditions. The program includes:Club50 gym: located on the WASI campus, for individuals 50 years of age and older with stateof-the-art exercise equipment and a variety of fitness classes.Health Promotion/Disease Prevention: self-managed health and wellness activities and evidence-based classes held at the Club50 gym and at satellite sites throughout the Mat-Su Valley designed to provide a safe and effective environment for seniors to take control of their own health and well-being.Senior activities: Computer Lab, Mary Hall Lending Library, Games Room, Field Trips,Potlucks/Dances, Chaplain Services, Senior Education Classes.
Expenses $163,499 · Revenue $20,500
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Diana Hanson
Finance Dir
- Total calculated
- $79,500
- From this org
- $79,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
James Drayton
CEO
- Total calculated
- $73,680
- From this org
- $73,680
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Marlene Munsell
CEO
- Total calculated
- $32,000
- From this org
- $32,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
John Weaver
President
- Total calculated
- $0
- Hours/week
- 2
-
Brenda Shelden
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Carol Rice
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Allie Gladden
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Chuck Foster
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Katie Carney
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Janet Engan
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Bidwell
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ray Hollenbeck
Board Member
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Willow House Limited Partnership
Real Estate · AK · 0.01% owned
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431359349313708
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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