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Nonprofiteer
← SENIOR RESOURCE ASSOCIATION INC

Form 990 for tax year 2022

Filed by SENIOR RESOURCE ASSOCIATION INC.

Totals

Total revenue
$13,209,507
Total expenses
$13,322,400
Contributions and grants received
$12,399,044
Grants paid
$1,695,478
Program service revenue
$343,262
Investment income
$6,770
Other revenue
$460,431
Total assets, end of year
$8,322,901
Total liabilities, end of year
$1,041,955
Net assets or fund balances, end of year
$7,280,946
Program services expenses (Part IX)
$11,315,014
Management and general expenses
$1,590,953
Fundraising expenses
$416,433
Program service expenses (Part III)
$11,315,014

Program services were 84.9% 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

    $378,000

  • 1e · Government grants (contributions)

    $11,462,988

  • 1f · All other contributions, gifts and grants

    $558,056

  • 1g · Noncash contributions included above

    $11,005

  • 2a · Program service revenue: SUPPORT SERVICES

    total $329,202 · related or exempt $329,202

  • 2b · Program service revenue: TRANSPORTATION

    total $14,060 · related or exempt $14,060

  • 3 · Investment income

    total $8,118 · excluded $8,118

  • 7a · Gross sales of assets other than inventory

    securities $508

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $1,856

  • 7c · Gain or loss

    securities $508 · other assets -$1,856

  • 7d · Net gain or loss

    total -$1,348 · related or exempt -$1,856 · excluded $508

  • 8a · Fundraising events: gross income

    $537,776

  • 8b · Fundraising events: direct expenses

    $77,345

  • 8c · Net income from fundraising events

    total $460,431 · excluded $460,431

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,695,478 · program services $1,695,478

  • 5 · Compensation of officers, directors and key employees

    total $360,875 · management and general $360,875

  • 11b · Fees: legal

    total $28,428 · program services $23,050 · management and general $5,378

  • 11c · Fees: accounting

    total $45,000 · management and general $45,000

  • 11g · Fees: other

    total $7,509,876 · program services $6,379,792 · management and general $867,875 · fundraising $262,209

  • 12 · Advertising and promotion

    total $92,110 · program services $76,333 · management and general $14,534 · fundraising $1,243

  • 13 · Office expenses

    total $277,790 · program services $204,101 · management and general $63,600 · fundraising $10,089

  • 14 · Information technology

    total $146,936 · program services $130,660 · management and general $1,535 · fundraising $14,741

  • 16 · Occupancy

    total $309,291 · program services $216,255 · management and general $77,832 · fundraising $15,204

  • 17 · Travel

    total $1,247,442 · program services $1,239,232 · management and general $7,781 · fundraising $429

  • 22 · Depreciation, depletion and amortization

    total $858,323 · program services $827,098 · management and general $31,076 · fundraising $149

  • 23 · Insurance

    total $418,235 · program services $328,511 · management and general $84,662 · fundraising $5,062

  • 24a · Other expenses: TRAINING AND NEW HIRE E

    total $168,167 · program services $135,310 · management and general $25,996 · fundraising $6,861

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $120,448 · program services $20,284 · management and general $1,798 · fundraising $98,366

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $26,382 · program services $22,423 · management and general $3,011 · fundraising $948

  • 24d · Other expenses: COMMUNITY OUTREACH

    total $17,619 · program services $16,487 · fundraising $1,132

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $259,463 · end of year $558,364

  • 2 · Savings and temporary cash investments

    beginning of year $686,968 · end of year $1,170,136

  • 3 · Pledges and grants receivable

    beginning of year $2,151,366 · end of year $1,544,750

  • 4 · Accounts receivable

    beginning of year $14,709 · end of year $35,946

  • 9 · Prepaid expenses and deferred charges

    beginning of year $267,868 · end of year $352,859

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

    $11,395,760

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

    $7,473,761

  • 10c · Land, buildings and equipment, net

    beginning of year $4,258,391 · end of year $3,921,999

  • 11 · Investments: publicly traded securities

    beginning of year $43,252 · end of year $47,252

  • 15 · Other assets

    beginning of year $90,779 · end of year $691,595

  • 17 · Accounts payable and accrued expenses

    beginning of year $829,634 · end of year $997,839

  • 19 · Deferred revenue

    beginning of year $4,614 · end of year $668

  • 25 · Other liabilities

    beginning of year $0 · end of year $43,448

  • 27 · Net assets without donor restrictions

    beginning of year $3,445,766 · end of year $3,542,610

  • 28 · Net assets with donor restrictions

    beginning of year $3,492,782 · end of year $3,738,336

Mission and programs · 2022

Mission

THE SENIOR RESOURCE ASSOCIATION PROMOTES INDEPENDENCE AND DIGNITY IN OUR COMMUNITY BY PROVIDING SERVICES TO OLDER ADULTS AND TRANSPORTATION TO ALL.

  • TRANSPORTATIONCOMMUNITY COACHDOOR-TO-DOOR WHEELCHAIR-CAPABLE PICK-UP AND DROP-OFF SERVICE TO ELIGIBLE CUSTOMERS THROUGHOUT INDIAN RIVER COUNTY. COMMUNITY COACH: 44,817 ONE-WAY TRIPS.GOLINEPUBLIC TRANSPORTATION SERVICE ON 14 FIXED ROUTES IN THE COUNTY FOR RIDERS 12 YEARS OR OLDER, RIDERS UNDER 12 MUST BE ACCOMPANIED BY AN ADULT. GOLINE: 1,267,430 ONE-WAY TRIPS.

    Expenses $7,811,913 · Revenue $12,204

  • SENIOR SUPPORT SERVICESCASE MANAGERS COORDINATE WITH SENIORS (AND THEIR CAREGIVERS) TO IDENTIFY AND ARRANGE FOR THE SERVICES NEEDED TO SUPPORT THE INDIVIDUAL IN THEIR HOME. IN-HOME SUPPORT INCLUDES: COMPANIONSHIP, HOMEMAKING, PERSONAL CARE, MEALS, AND RESPITE. 92 OLDER ADULTS RECEIVED IN-HOME SERVICES. 96% OF CASE-MANAGED CLIENTS WERE DEFERRED FROM FACILITY PLACEMENT. 1,947 INDIVIDUALS RECEIVED INFORMATION AND REFERRAL SERVICES RELATED TO MEALS ON WHEELS AND CASE MANAGEMENT PLACEMENT.82 HOUSEHOLDS WERE ASSISTED THROUGH THE EMERGENCY HOME ENERGY ASSISTANCE FOR THE ELDERLY PROGRAM.

    Expenses $1,436,066 · Grants $1,061,745 · Revenue $14,629

  • MEALS ON WHEELSVOLUNTEERS DELIVER HOT, NUTRITIOUS MEALS AND A DAILY WELLNESS CHECK TO HOMEBOUND SENIORS. 548 UNDUPLICATED HOMEBOUND SENIORS RECEIVED MEALS ON WHEELS. 99,728 HOME-DELIVERED MEALS SERVED.SOCIAL CONGREGATE MEALSGIVES MOBILE SENIORS AN OPPORTUNITY TO SOCIALIZE WITH OTHERS WHILE ENJOYING A HOT NUTRITIOUS MEAL AT FIVE LOCATIONS THROUGHOUT INDIAN RIVER COUNTY. 176 UNDUPLICATED MOBILE SENIORS RECEIVED CONGREGATE MEALS. 12,205 CONGREGATE MEALS SERVED.

    Expenses $1,141,032 · Grants $621,522 · Revenue $108,663

  • ADULT ENRICHMENT AND RESPITEADULT DAY CARE: PROVIDES COORDINATED HEALTH, SOCIAL, AND THERAPEUTIC ACTIVITIES IN A SUPERVISED GROUP SETTING FOR ADULTS WITH FUNCTIONAL AND/OR COGNITIVE IMPAIRMENTS. 122 UNDUPLICATED CLIENTS SERVED; 85% DEFERRED FROM NURSING HOME PLACEMENT

    Expenses $926,003 · Grants $12,211 · Revenue $205,910

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Donald Wright

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • James Vitter III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Lisa Thompson-Barnes

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Charlie Gisler

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dawn Michael

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Robin Raiff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Trudie Rainone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Walton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Gregg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jan Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Deigl

    CEO/PRESIDENT

    Total calculated
    $237,198
    From this org
    $216,204
    From related orgs
    $0
    Other
    $20,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,204
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,994
    Filer's total
    $237,198

  • Crissie Tucker

    COMPTROLLER

    Total calculated
    $91,385
    From this org
    $82,767
    From related orgs
    $0
    Other
    $8,618
    Hours/week
    40

  • Lizbeth Bruner

    VP OF PHILANTHROPY

    Total calculated
    $140,944
    From this org
    $129,090
    From related orgs
    $0
    Other
    $11,854
    Hours/week
    40

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

  • 3 · Approval by the board or compensation committee

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

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
19 April 2024
IRS schema version
2022v5.0
Source object
202431239349301813

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