Form 990 for tax year 2023
Filed by LITCHFIELD HEALTH & WELLNESS RESOURCES INC.
Totals
- Total revenue
- $126,740
- Total expenses
- $94,123
- Contributions and grants received
- $9,905
- Grants paid
- $44,416
- Program service revenue
- $0
- Investment income
- $116,555
- Other revenue
- $280
- Total assets, end of year
- $1,751,721
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,751,721
- Program services expenses (Part IX)
- $68,911
- Management and general expenses
- $25,212
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $68,911
Program services were 73.2% 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.
-
1f · All other contributions, gifts and grants
$9,905
-
3 · Investment income
total $59,225 · excluded $59,225
-
7a · Gross sales of assets other than inventory
securities $96,978
-
7b · Less cost or other basis and sales expenses
securities $39,648
-
7c · Gain or loss
securities $57,330
-
7d · Net gain or loss
total $57,330 · excluded $57,330
-
8a · Fundraising events: gross income
$280
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $280 · excluded $280
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $28,671 · program services $28,671
-
2 · Grants to domestic individuals
total $15,745 · program services $15,745
-
11c · Fees: accounting
total $2,290 · management and general $2,290
-
13 · Office expenses
total $6,057 · management and general $6,057
-
23 · Insurance
total $2,353 · management and general $2,353
-
24a · Other expenses: PROGRAM EXPENSES
total $18,529 · program services $18,529
-
24b · Other expenses: FIDUCIARY FEE
total $13,427 · management and general $13,427
-
24c · Other expenses: HEALTH EDUCATION
total $3,804 · program services $3,804
-
24d · Other expenses: COMMUNITY ENHANCEMENT
total $2,162 · program services $2,162
-
24e · All other expenses
total $1,085 · management and general $1,085
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $110,494 · end of year $86,303
-
11 · Investments: publicly traded securities
beginning of year $1,608,610 · end of year $1,665,418
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
LITCHFIELD HEALTH AND WELLNESS RESOURCES, INC. (LHWR) IS COMMITTED TO THE RESIDENTS OF LITCHFIELD BY PROVIDING SUPPORT AND ASSISTANCE THAT WILL PROMOTE AND ENCOURAGE A HEALTHY LIFESTYLE. BY WORKING IN PARTNERSHIP WITH LOCAL HEALTH CARE SERVICES, COMMUNITY ORGANIZATIONS, AND THE TOWN OF LITCHFIELD, RESIDENTS WILL HAVE ACCESS TO HEALTH AND WELLNESS RELATED INFORMATION, RESOURCES, AND EDUCATIONAL AND QUALITY OF LIFE OPPORTUNITIES.
-
COMMUNITY ENHANCEMENT AND EDUCATIONAL OPPORTUNITIES - WORK WITH COMMUNITY PARTNERS TO SPEARHEAD PROJECTS THAT WILL ASSIST WITH MAINTAINING AND PROMOTING OPTIMAL HEALTH AND WELL-BEING WITHIN OUR COMMUNITY. EDUCATIONAL PROGRAMS ARE AVAILABLE TO ALL RESIDENTS THROUGH LECTURES, CLASSES, ONLINE SOURCES, AND PRINTED INFORMATION.
Expenses $30,833 · Grants $28,671
-
LITCHFIELD HEALTH CARE SERVICES - SUPPORT PROGRAMS THAT ENCOURAGE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING FOR ALL AGE GROUPS IN THE COMMUNITY. WE PROVIDE LIMITED FINANCIAL ASSISTANCE TO RESIDENTS OF LITCHFIELD WHO ARE UNABLE TO PROVIDE NEEDED CARE FOR THEMSELVES.
Expenses $18,529
-
SCHOLARSHIPS AND HEALTH CARE EDUCATION
Expenses $19,549 · Grants $15,745
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kathe KaminskiKATHE KAMINSKI
RECORDING SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2
-
Ellen EbbsELLEN EBBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Kathleen Van OrmerKATHLEEN VAN ORMER
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Tina BernackiTINA BERNACKI
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Denise Pratt MerzDENISE PRATT MERZ
CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Debbie DoveDEBBIE DOVE
CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Susan ReaSUSAN REA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Roger WylieROGER WYLIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Luann MullenLUANN MULLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Jackie MillerJACKIE MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
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
-
LITCHFIELD PARKS AND RECREATION
$10,880
CAMPERSHIPS FOR 2023 SUMMER CAMP
-
$10,010
CAMPERSHIPS FOR 2023 SUMMER CAMP
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423249349300837
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