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← BUCKS COUNTY ASSOCIATION FOR RETIRED AND SENIOR CITIZENS

Form 990 for tax year 2023

Filed by BUCKS COUNTY ASSOCIATION FOR RETIRED AND SENIOR CITIZENS.

Totals

Total revenue
$962,516
Total expenses
$801,669
Contributions and grants received
$565,945
Grants paid
$0
Program service revenue
$229,871
Investment income
$4,537
Other revenue
$162,163
Total assets, end of year
$2,486,350
Total liabilities, end of year
$75,230
Net assets or fund balances, end of year
$2,411,120
Program services expenses (Part IX)
$750,310
Management and general expenses
$44,145
Fundraising expenses
$7,214
Program service expenses (Part III)
$750,310

Program services were 93.6% 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.

  • 1c · Fundraising events

    $103,700

  • 1e · Government grants (contributions)

    $429,556

  • 1f · All other contributions, gifts and grants

    $32,689

  • 2a · Program service revenue: TRIP INCOME

    total $160,437 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: RECREATION PROGRAMS

    total $47,925 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: MEMBERSHIP DUES & ASSESSMENTS

    total $21,509 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $4,537 · unrelated business $4,537 · excluded $0

  • 6a · Gross rents

    personal property $91,602

  • 6c · Rental income or loss

    personal property $91,602

  • 6d · Net rental income or loss

    total $91,602 · related or exempt $91,602

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

    $103,700

  • 11a · Other revenue: REFUNDS

    total $70,561 · related or exempt $70,561 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $70,561

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $22,500 · program services $0 · management and general $22,500 · fundraising $0

  • 7 · Other salaries and wages

    total $146,067 · program services $146,067 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $15,339 · program services $13,431 · management and general $1,908 · fundraising $0

  • 11a · Fees: management

    total $40,457 · program services $40,457 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $1,009 · program services $0 · management and general $1,009 · fundraising $0

  • 12 · Advertising and promotion

    total $1,473 · program services $1,473 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $16,272 · program services $16,272 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $12,247 · program services $12,247 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $223,654 · program services $220,574 · management and general $3,080 · fundraising $0

  • 17 · Travel

    total $15,648 · program services $0 · management and general $15,648 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $3,647 · program services $3,647 · management and general $0 · fundraising $0

  • 20 · Interest

    total $2,774 · program services $2,774 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $90,226 · program services $90,226 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $54,517 · program services $54,517 · management and general $0 · fundraising $0

  • 24a · Other expenses: BUSES AND LODGING FOR TRIPS

    total $140,609 · program services $140,609 · management and general $0 · fundraising $0

  • 24b · Other expenses: RECREATIONAL SUPPLIES

    total $6,617 · program services $6,617 · management and general $0 · fundraising $0

  • 24c · Other expenses: FUNDRAISING SUPPLIES

    total $7,214 · program services $0 · management and general $0 · fundraising $7,214

  • 24d · Other expenses: KITCHEN SUPPLIES

    total $1,399 · program services $1,399 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $492,340 · end of year $672,109

  • 2 · Savings and temporary cash investments

    beginning of year $18,774 · end of year $49,185

  • 3 · Pledges and grants receivable

    beginning of year $16,246 · end of year $35,003

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

    $4,157,116

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

    $2,489,285

  • 10c · Land, buildings and equipment, net

    beginning of year $1,758,057 · end of year $1,667,831

  • 11 · Investments: publicly traded securities

    beginning of year $58,968 · end of year $62,222

  • 23 · Secured mortgages and notes payable

    beginning of year $77,104 · end of year $70,206

  • 24 · Unsecured notes and loans payable

    beginning of year $17,008 · end of year $5,024

  • 27 · Net assets without donor restrictions

    beginning of year $2,250,273 · end of year $2,411,120

Mission and programs · 2023

Mission

TO DEVELOP EDUCATIONAL, CIVIC, NUTRITIONAL SERVICES AND RECREATIONAL INTERESTS FOR ANY MAN OR WOMEN 55 YEARS OF AGE OR OVER IN THE COUNTY OF BUCKS PENNSYLVANIA

  • RECREATION AND CRAFT ACTIVITIES TO APPROXIMATELY 2,650 SENIOR CITIZENS IN BUCKS COUNTY AT FOUR SENIOR CITIZEN LOCATIONS.

    Expenses $743,693

  • NUTRITION SERVICES TO APPROXIMATELY 2,000 SENIOR CITIZENS IN BUCKS COUNTY WITH OVER 50,000 MEALS SERVED AT FOUR SENIOR CITIZENS LOCATIONS.

    Expenses $6,617

As filed on the 2023 return.

Listed in Part VII

  • RYAN FAIRMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TARA HUBER

    2ND VP

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH SCHIMER

    1ST VP

    Total calculated
    $0
    Hours/week
    1

  • BETTY HEFRON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID NYMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE BIEMULLER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • STEVE HELMLINGER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANDREA GOODWIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN GREER III

    EXECUTIVE DIRECTOR

    Total calculated
    $22,500
    From this org
    $22,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    25

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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349317886

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