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← LEE COUNTY COUNCIL ON AGING

Form 990 for tax year 2024

Filed by LEE COUNTY COUNCIL ON AGING.

Totals

Total revenue
$749,800
Total expenses
$593,497
Contributions and grants received
$599,982
Grants paid
$0
Program service revenue
$60,620
Investment income
$16,251
Other revenue
$72,947
Total assets, end of year
$1,140,870
Total liabilities, end of year
$54,498
Net assets or fund balances, end of year
$1,086,372
Program services expenses (Part IX)
$492,062
Management and general expenses
$100,439
Fundraising expenses
$996
Program service expenses (Part III)
$492,062

Program services were 82.9% 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

    $26,359

  • 1b · Membership dues

    $9,073

  • 1e · Government grants (contributions)

    $545,961

  • 1f · All other contributions, gifts and grants

    $18,589

  • 2a · Program service revenue: FUNDRAISING INCOME

    total $60,620 · related or exempt $60,620

  • 3 · Investment income

    total $16,251 · excluded $16,251

  • 6a · Gross rents

    real property $52,112

  • 6b · Less rental expenses

    real property $29,812

  • 6c · Rental income or loss

    real property $22,300

  • 6d · Net rental income or loss

    total $22,300 · unrelated business -$16,787 · excluded $39,087

  • 10a · Gross sales of inventory

    $22,727

  • 10b · Cost of goods sold

    $17,272

  • 10c · Net income from sales of inventory

    total $5,455 · unrelated business $5,455

  • 11a · Other revenue: MISCELLANEAOUS INCOME

    total $45,192 · related or exempt $45,192

  • 11e · Other revenue, total

    $45,192

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $60,055 · program services $51,870 · management and general $8,185

  • 7 · Other salaries and wages

    total $210,495 · program services $181,805 · management and general $28,690

  • 10 · Payroll taxes

    total $24,693 · program services $21,327 · management and general $3,366

  • 11g · Fees: other

    total $89,124 · program services $67,150 · management and general $21,974

  • 12 · Advertising and promotion

    total $655 · program services $640 · management and general $15

  • 13 · Office expenses

    total $8,140 · program services $4,956 · management and general $3,184

  • 16 · Occupancy

    total $11,331 · program services $8,456 · management and general $2,875

  • 17 · Travel

    total $528 · program services $528

  • 19 · Conferences, conventions and meetings

    total $294 · program services $247 · management and general $47

  • 22 · Depreciation, depletion and amortization

    total $37,638 · program services $35,737 · management and general $1,901

  • 23 · Insurance

    total $46,049 · program services $35,322 · management and general $10,727

  • 24a · Other expenses: PARTICIPANT EXPENSE

    total $42,658 · program services $42,658

  • 24b · Other expenses: VEHICLE

    total $22,850 · program services $22,850

  • 24c · Other expenses: SUPPLIES

    total $15,325 · program services $10,010 · management and general $4,319 · fundraising $996

  • 24d · Other expenses: CLEANING AND MAINTENANC

    total $9,185 · program services $3,525 · management and general $5,660

  • 24e · All other expenses

    total $14,477 · program services $4,981 · management and general $9,496

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $274,643 · end of year $477,478

  • 2 · Savings and temporary cash investments

    beginning of year $375,344 · end of year $384,951

  • 3 · Pledges and grants receivable

    beginning of year $166,457 · end of year $103,058

  • 4 · Accounts receivable

    beginning of year $600 · end of year $123

  • 8 · Inventories for sale or use

    beginning of year $4,237 · end of year $3,333

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,018 · end of year $2,018

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

    $1,309,018

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

    $1,149,905

  • 10c · Land, buildings and equipment, net

    beginning of year $197,131 · end of year $159,113

  • 15 · Other assets

    beginning of year $14,600 · end of year $10,796

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,281 · end of year $32,681

  • 18 · Grants payable

    beginning of year $48,141 · end of year $6,521

  • 19 · Deferred revenue

    beginning of year $3,417

  • 25 · Other liabilities

    beginning of year $23,926 · end of year $15,296

  • 27 · Net assets without donor restrictions

    beginning of year $918,265 · end of year $1,086,372

Mission and programs · 2024

Mission

TO SERVE ALL LEE COUNTY CITIZENS AND HELP SENIORS MAINTAIN OPTIMAL LEVELS OF FUNCTION.

  • LEE COUNTY COUNCIL ON AGING IS ENGAGED IN PROVIDING AN ARRAY OF SERVICES TO BENEFIT THE ELDER POPULATION OF LEE COUNTY. AS WELL AS BEING A PROVIDER OF PUBLIC AND SENIOR PUBLIC TRANSPORATION, DURING THE FISCAL YEAR, LCCOA PROVIDED RIDES THROUGH OUR TRANSPORATTION PROGRAM TO SENIORS. THE OUTREACH DEPARTMENT IS CHARGED WITH ANSWERING QUESTIONS ABOUT SOCIAL SECURITY BENEFITS, INCLUDING MEDICARE. THEY ALSO HANDLE ILLINOIS BENEFIT ACCESS APPLICATIONS (LICENSE PLATE FEE REDUCTION) AND LIHEAP(LOW INCOME ENERGY ASSISTANCE) APPLICATIONS AND TAX ASSESSMENT FREEZES. A VARIETY OF HEALTH SCREENING PROGRAMS AND INFORMATIONAL ACTIVITIES FOR SENIORS ARE OFFERED PERIODICALLY.

    Expenses $492,062 · Revenue $105,812

As filed on the 2024 return.

Listed in Part VII

  • Susie Welch

    EXEC. DIRECTOR

    Total calculated
    $57,914
    From this org
    $57,914
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Dianne Frye

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Marcu Cox

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Dorie Hoft

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kelli Chambers

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Amanda Carroll

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Terry Christian

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Greg Currens

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • June Fordham

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Alisa Wolf

    MEMBER

    Total calculated
    $0
    Hours/week
    2

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.

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202601359349308755

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