Form 990 for tax year 2023
Filed by SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC.
Totals
- Total revenue
- $1,767,469
- Total expenses
- $1,786,608
- Contributions and grants received
- $1,606,335
- Grants paid
- $0
- Program service revenue
- $68,895
- Investment income
- $403
- Other revenue
- $91,836
- Total assets, end of year
- $540,603
- Total liabilities, end of year
- $52,299
- Net assets or fund balances, end of year
- $488,304
- Program services expenses (Part IX)
- $1,510,000
- Management and general expenses
- $159,052
- Fundraising expenses
- $117,556
- Program service expenses (Part III)
- $1,510,000
Program services were 84.5% 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)
$1,073,910
-
1f · All other contributions, gifts and grants
$532,425
-
1g · Noncash contributions included above
$108,142
-
2a · Program service revenue: SENIOR CENTER PROGRAMM
total $68,895 · related or exempt $68,895
-
3 · Investment income
total $403 · excluded $403
-
6a · Gross rents
real property $75,006
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $75,006
-
6d · Net rental income or loss
total $75,006 · related or exempt $75,006
-
8a · Fundraising events: gross income
$13,748
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $13,748 · excluded $13,748
-
11a · Other revenue: MISCELLANEOUS
total $3,082 · related or exempt $3,082
-
11e · Other revenue, total
$3,082
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $165,258 · program services $142,084 · management and general $15,661 · fundraising $7,513
-
7 · Other salaries and wages
total $1,009,008 · program services $867,084 · management and general $91,588 · fundraising $50,336
-
9 · Other employee benefits
total $73,918 · program services $66,916 · management and general $1,554 · fundraising $5,448
-
10 · Payroll taxes
total $92,588 · program services $79,874 · management and general $8,425 · fundraising $4,289
-
11c · Fees: accounting
total $8,450 · management and general $8,450
-
11g · Fees: other
total $69,223 · program services $3,692 · management and general $24,355 · fundraising $41,176
-
12 · Advertising and promotion
total $1,897 · program services $1,897
-
13 · Office expenses
total $23,038 · program services $15,018 · management and general $1,589 · fundraising $6,431
-
14 · Information technology
total $7,306 · program services $6,948 · management and general $358
-
17 · Travel
total $3,931 · program services $3,798 · management and general $120 · fundraising $13
-
19 · Conferences, conventions and meetings
total $4,166 · program services $908 · management and general $3,258
-
20 · Interest
total $16 · management and general $16
-
22 · Depreciation, depletion and amortization
total $3,739 · program services $3,739
-
23 · Insurance
total $16,899 · program services $14,660 · management and general $1,182 · fundraising $1,057
-
24a · Other expenses: DONATED FOOD
total $106,317 · program services $106,317
-
24b · Other expenses: ACTIVITY EXPENSES
total $105,384 · program services $105,284 · fundraising $100
-
24c · Other expenses: MAINTENANCE OF BLDG AND
total $49,371 · program services $49,364 · management and general $7
-
24d · Other expenses: EQUIPMENT PURCHASES
total $24,008 · program services $23,626 · management and general $356 · fundraising $26
-
24e · All other expenses
total $22,091 · program services $18,791 · management and general $2,133 · fundraising $1,167
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $92,292 · end of year $99,333
-
2 · Savings and temporary cash investments
beginning of year $362,227 · end of year $157,029
-
3 · Pledges and grants receivable
beginning of year $51,422 · end of year $228,195
-
4 · Accounts receivable
end of year $6,065
-
9 · Prepaid expenses and deferred charges
beginning of year $32,880 · end of year $16,197
-
10a · Land, buildings and equipment: cost or other basis
$39,643
-
10b · Land, buildings and equipment: accumulated depreciation
$5,859
-
10c · Land, buildings and equipment, net
beginning of year $37,524 · end of year $33,784
-
17 · Accounts payable and accrued expenses
beginning of year $59,600 · end of year $45,649
-
19 · Deferred revenue
beginning of year $9,302 · end of year $6,650
-
27 · Net assets without donor restrictions
beginning of year $241,564 · end of year $321,154
-
28 · Net assets with donor restrictions
beginning of year $265,879 · end of year $167,150
Mission and programs · 2023
Mission
THE MISSION OF SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN IS TO PROVIDE OPPORTUNITIES AND SERVICES TO ADULTS 50 AND BETTER. WE HAVE BEEN IN EXISTENCE SINCE 2018, BUT THE FIVE SENIOR CENTERS WE MANAGE AND PROGRAMMING WE OVERSEE HAS PLAYED AN IMPORTANT ROLE IN MILWAUKEE COUNTY FOR OVER 40 YEARS. OUR PROGRAMMING INCORPORATES THE EIGHT DIMENSIONS OF WELLNESS - EMOTIONAL, PHYSICAL, OCCUPATIONAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, AND FINANCIAL. WE ALSO SERVE AS DINING SITES UNDER THE OLDER AMERICAN'S ACT FEDERAL PROGRAM TO HELP COMBAT FOOD INSECURITY. WE STRIVE TO PROVIDE PROACTIVE AND POSITIVE APPROACHES TO AGING AND HELP OLDER ADULTS MAINTAIN OPTIMAL HEALTH AND INDEPENDENCE FOR AS LONG AS POSSIBLE.
-
IN 2023, WE SERVED 5,705 INDIVIDUALS AGED 50 OR BETTER IN THE MILWAUKEE COUNTY AREA. WE FACILITATED 164,570 ACTIVITY CHECK INS, 2,264 HOURS OF TECHNOLOGY TRAINING, AND SERVED 44,687 MEALS. WE COLLABORATED WITH 91 COMMUNITY PARTNERS AND ARE THANKFUL FOR THE 272 VOLUNTEERS WHO PROVIDED 29,873 HOURS OF SERVICE.
Expenses $1,510,000 · Revenue $146,983
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mindy AndersonMINDY ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jordan LuhrJORDAN LUHR
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie MaresSTEPHANIE MARES
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Bridgette FrommellBRIDGETTE FROMMELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jami BurrellJAMI BURRELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Johnny GardettoJOHNNY GARDETTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim SheridanJIM SHERIDAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa StauberMELISSA STAUBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles WoodwardCHARLES WOODWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nita FarrowNITA FARROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cathy WoodCATHY WOOD
PRESIDENT/CEO
- Total calculated
- $130,128
- From this org
- $105,704
- From related orgs
- $0
- Other
- $24,424
- Hours/week
- 40
-
Jodi BauerJODI BAUER
CFO
- Total calculated
- $35,131
- From this org
- $35,131
- From related orgs
- $0
- Other
- $0
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442959349300544
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