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Nonprofiteer
← SENIOR RESOURCE ASSOCIATION INC

Form 990 for tax year 2023

Filed by SENIOR RESOURCE ASSOCIATION INC.

Totals

Total revenue
$15,288,859
Total expenses
$15,942,597
Contributions and grants received
$14,563,583
Grants paid
$1,908,318
Program service revenue
$367,111
Investment income
$30,645
Other revenue
$327,520
Total assets, end of year
$7,413,094
Total liabilities, end of year
$993,393
Net assets or fund balances, end of year
$6,419,701
Program services expenses (Part IX)
$13,636,301
Management and general expenses
$1,937,068
Fundraising expenses
$369,228
Program service expenses (Part III)
$13,636,301

Program services were 85.5% 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.

  • 1e · Government grants (contributions)

    $13,686,112

  • 1f · All other contributions, gifts and grants

    $877,471

  • 2a · Program service revenue: TRANSPORTATION AND SUPPORT SERVIC

    total $367,111 · related or exempt $367,111

  • 3 · Investment income

    total $29,334 · excluded $29,334

  • 7a · Gross sales of assets other than inventory

    securities $1,311

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

    securities $0

  • 7c · Gain or loss

    securities $1,311

  • 7d · Net gain or loss

    total $1,311 · excluded $1,311

  • 8a · Fundraising events: gross income

    $538,569

  • 8b · Fundraising events: direct expenses

    $216,078

  • 8c · Net income from fundraising events

    total $322,491 · excluded $322,491

  • 11a · Other revenue: MISCELLANEOUS

    total $5,029 · excluded $5,029

  • 11e · Other revenue, total

    $5,029

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,908,318 · program services $1,908,318

  • 5 · Compensation of officers, directors and key employees

    total $481,665 · program services $173,445 · management and general $208,248 · fundraising $99,972

  • 7 · Other salaries and wages

    total $4,942,013 · program services $3,848,951 · management and general $1,036,429 · fundraising $56,633

  • 8 · Pension plan contributions

    total $129,094 · program services $92,991 · management and general $31,501 · fundraising $4,602

  • 9 · Other employee benefits

    total $498,598 · program services $375,866 · management and general $115,057 · fundraising $7,675

  • 10 · Payroll taxes

    total $436,405 · program services $333,132 · management and general $91,946 · fundraising $11,327

  • 11b · Fees: legal

    total $50,808 · program services $43,643 · management and general $7,165

  • 11c · Fees: accounting

    total $182,367 · program services $80,252 · management and general $99,271 · fundraising $2,844

  • 11g · Fees: other

    total $3,413,221 · program services $3,266,765 · management and general $53,616 · fundraising $92,840

  • 12 · Advertising and promotion

    total $54,803 · program services $46,274 · management and general $6,903 · fundraising $1,626

  • 13 · Office expenses

    total $228,638 · program services $180,471 · management and general $37,208 · fundraising $10,959

  • 16 · Occupancy

    total $1,448,158 · program services $1,264,820 · management and general $134,150 · fundraising $49,188

  • 17 · Travel

    total $646,374 · program services $638,358 · management and general $7,669 · fundraising $347

  • 22 · Depreciation, depletion and amortization

    total $832,058 · program services $831,799 · fundraising $259

  • 23 · Insurance

    total $350,492 · program services $286,676 · management and general $60,684 · fundraising $3,132

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

    total $239,416 · program services $186,848 · management and general $44,418 · fundraising $8,150

  • 24b · Other expenses: COMMUNITY OUTREACH

    total $36,425 · program services $33,010 · fundraising $3,415

  • 24c · Other expenses: MISCELLANEOUS

    total $32,346 · program services $24,374 · fundraising $7,972

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $23,561 · program services $20,308 · management and general $2,803 · fundraising $450

  • 24e · All other expenses

    total $7,837 · fundraising $7,837

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $558,364 · end of year $677,018

  • 2 · Savings and temporary cash investments

    beginning of year $1,170,136 · end of year $859,086

  • 3 · Pledges and grants receivable

    beginning of year $1,544,750 · end of year $1,712,663

  • 4 · Accounts receivable

    beginning of year $35,946 · end of year $30,087

  • 9 · Prepaid expenses and deferred charges

    beginning of year $352,859 · end of year $271,534

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

    $11,952,840

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

    $8,296,742

  • 10c · Land, buildings and equipment, net

    beginning of year $3,921,999 · end of year $3,656,098

  • 12 · Investments: other securities

    beginning of year $47,252 · end of year $117,028

  • 15 · Other assets

    beginning of year $691,595 · end of year $89,580

  • 17 · Accounts payable and accrued expenses

    beginning of year $997,839 · end of year $949,945

  • 19 · Deferred revenue

    beginning of year $668

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $3,542,610 · end of year $3,241,658

  • 28 · Net assets with donor restrictions

    beginning of year $3,738,336 · end of year $3,178,043

Mission and programs · 2023

Mission

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

  • TRANSPORTATION:COMMUNITY COACH: DOOR-TO-DOOR WHEELCHAIR-CAPABLE PICK-UP AND DROP-OFF SERVICE TO ELIGIBLE CUSTOMERS THROUGHOUT INDIAN RIVER COUNTY. COMMUNITY COACH: 45,065 ONE-WAY TRIPS.GOLINE: PUBLIC 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: 1,304,507 ONE-WAY TRIPS.

    Expenses $9,481,115 · Revenue $3,343

  • 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. 220 OLDER ADULTS RECEIVED IN-HOME SERVICES. 51% OF CASE-MANAGED CLIENTS WERE DEFERRED FROM FACILITY PLACEMENT. 1,825 INDIVIDUALS RECEIVED INFORMATION AND REFERRAL SERVICES RELATED TO MEALS ON WHEELS AND CASE MANAGEMENT PLACEMENT. 159 HOUSEHOLDS WERE ASSISTED THROUGH THE EMERGENCY HOME ENERGY ASSISTANCE FOR THE ELDERLY PROGRAM.

    Expenses $1,534,686 · Grants $1,082,593 · Revenue $13,902

  • MEALS ON WHEELSVOLUNTEERS DELIVER HOT, NUTRITIOUS MEALS AND A DAILY WELLNESS CHECK TO HOMEBOUND SENIORS. 824 UNDUPLICATED HOMEBOUND SENIORS RECEIVED MEALS ON WHEELS. 127,639 HOME-DELIVERED MEALS SERVED.SOCIAL CONGREGATE MEALS: GIVES MOBILE SENIORS AND OPPORTUNITY TO SOCIALIZE WITH OTHERS WHILE ENJOYING A HOT NUTRITIOUS MEAL AT FIVE LOCATIONS THROUGHOUT INDIAN RIVER COUNTY. 165 UNDUPLICATED MOBILE SENIORS RECEIVED CONGREGATE MEALS. 17,638 CONGREGATE MEALS SERVED.

    Expenses $1,532,643 · Grants $825,725 · Revenue $108,837

  • ADULT DAY CARE: PROVIDES COORDINATED HEALTH, SOCIAL, AND THERAPEUTIC ACTIVITIES IN A SUPERVISED GROUP SETTING FOR ADULTS WITH FUNCTIONAL AND/OR COGNITIVE IMPAIRMENTS. 83 UNDUPLICATED CLIENTS SERVED; 90% DEFERRED FROM NURSING HOME PLACEMENT.

    Expenses $793,797 · Revenue $241,029

  • GUARDIAN PROGRAM

    Expenses $294,060

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES VITTER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • DON WRIGHT

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • LISA THOMPSON BARNES

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • DAWN MICHAEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • CHARLIE GISLER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • GINGER ATWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NORA BERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES GREG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN LANGWORTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN OGLESBY

    DIRECTOR

    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

  • JAN WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN DEIGL

    CEO/PRESIDENT

    Total calculated
    $269,520
    From this org
    $247,091
    From related orgs
    $0
    Other
    $22,429
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,708
    Bonus
    $42,383
    Other
    $0
    Deferred
    $9,008
    Nontaxable benefits
    $13,421
    Filer's total
    $269,520

  • GABRIEL PEDRERO

    CFO

    Total calculated
    $143,062
    From this org
    $126,675
    From related orgs
    $0
    Other
    $16,387
    Hours/week
    40

  • LIZBETH BRUNER

    VP OF PHILANTHROPY

    Total calculated
    $161,363
    From this org
    $148,926
    From related orgs
    $0
    Other
    $12,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,726
    Bonus
    $10,200
    Other
    $0
    Deferred
    $5,521
    Nontaxable benefits
    $6,916
    Filer's total
    $161,363

  • CHRIS STEPHENSON

    DIRECTOR OF TRANSIT

    Total calculated
    $130,780
    From this org
    $119,662
    From related orgs
    $0
    Other
    $11,118
    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 · Compensation committee
  • 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
2023
Filed
20 February 2025
IRS schema version
2023v6.0
Source object
202500629349301710

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