Totals
- Total revenue
- $253,897
- Total expenses
- $212,617
- Contributions and grants received
- $228,377
- Grants paid
- $0
- Program service revenue
- $18,756
- Investment income
- $3,915
- Other revenue
- $2,849
- Total assets, end of year
- $284,135
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $284,135
- Program services expenses (Part IX)
- $181,266
- Management and general expenses
- $18,599
- Fundraising expenses
- $12,752
- Program service expenses (Part III)
- $181,266
Program services were 85.3% 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
$123,800
-
1e · Government grants (contributions)
$104,497
-
1f · All other contributions, gifts and grants
$80
-
2a · Program service revenue: COMMUNITY EVENTS
total $18,756 · related or exempt $18,756
-
3 · Investment income
total $3,915 · related or exempt $3,915
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$5,033
-
8b · Fundraising events: direct expenses
$2,184
-
8c · Net income from fundraising events
total $2,849
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $125,443 · program services $109,842 · management and general $7,148 · fundraising $8,453
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $10,817 · program services $9,422 · management and general $638 · fundraising $757
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,491 · program services $2,162 · management and general $184 · fundraising $145
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $17,799 · program services $14,879 · management and general $2,821 · fundraising $99
-
12 · Advertising and promotion
total $447 · program services $340 · fundraising $107
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $9,146 · program services $7,917 · management and general $668 · fundraising $561
-
17 · Travel
total $4,667 · program services $4,667
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $100 · program services $88 · management and general $5 · fundraising $7
-
20 · Interest
total $2,399 · program services $1,958 · management and general $309 · fundraising $132
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $4,826 · management and general $4,826
-
23 · Insurance
total $4,634 · program services $3,407 · management and general $956 · fundraising $271
-
24a · Other expenses: MEETING EXPENSE
total $17,860 · program services $17,521 · management and general $277 · fundraising $62
-
24b · Other expenses: RESOURCES, POSTAGE & PRINTING
total $7,993 · program services $5,664 · management and general $194 · fundraising $2,135
-
24c · Other expenses: MISCELLANEOUS
total $2,770 · program services $2,268 · management and general $502
-
24d · Other expenses: LICENSES
total $850 · program services $850
-
24e · All other expenses
total $375 · program services $281 · management and general $71 · fundraising $23
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $118,720 · end of year $87,287
-
2 · Savings and temporary cash investments
beginning of year $91,055 · end of year $123,792
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,866 · end of year $1,239
-
10a · Land, buildings and equipment: cost or other basis
$115,754
-
10b · Land, buildings and equipment: accumulated depreciation
$43,938
-
10c · Land, buildings and equipment, net
beginning of year $76,642 · end of year $71,816
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $1
-
24 · Unsecured notes and loans payable
beginning of year $45,428
-
31 · Retained earnings, endowment or other funds
beginning of year $242,855 · end of year $284,135
Mission and programs · 2024
Mission
OUR MISSION IS TO HELP CREATE A HEALTHY COMMUNITY WHERE OLDER ADULTS AND ADULTS WITH DISABILITIES WANT TO LIVE AND BE A VITAL PART OF OUR COMMUNITY.
-
DIRECT VOLUNTEER AND PROFESSIONAL SERVICES - HOMEMAKING, CHORES, ASSISTED TRANSPORTATION, ERRANDS, HOME REPAIRS AND MAINTENANCE, HOME MODIFICATION, FRIENDLY VISITING AND COMPANIONSHIP, AND TELEPHONE SUPPORT WERE PROVIDED TO 370 OLDER ADULTS AND ADULTS WITH DISABILITIES.
Expenses $126,237 · Revenue $129,953
-
CAREGIVER SUPPORT - INDIVIDUAL CONSULTATION WITH CAREGIVERS TO HELP THEM REDUCE THEIR STRESS AND STRENGTHEN THEIR CAPACITY TO CARE FOR THEIR LOVED ONES, CAREGIVER EDUCATION TO BETTER EQUIP CAREGIVERS WITH TOOLS THAT WILL HELP THEM IN THEIR CAREGIVING, ADULT DAY CENTER, AND IN-HOME RESPITE FOR CAREGIVERS SO THAT THEY CAN HAVE A BREAK FROM THEIR CAREGIVING WERE PROVIDED TO 35 CAREGIVERS.
Expenses $33,352 · Revenue $7,970
-
EDUCATION AND TRAINING - HEALTH FAIRS, WELLNESS TRAINING, EXERCISE CLASSES, CHRONIC DISEASE SELF-MANAGEMENT CLASSES, FALL PREVENTION CLASSES, CAREGIVER EDUCATION CLASSES, CAREGIVER SUPPORT GROUPS, HEALTH INFORMATION TALKS, PERSONAL HEALTH PLANNING AND RETIREMENT PLANNING WERE PROVIDED TO 148 OLDER ADULTS AND ADULTS WITH DISABILITIES AND MONTHLY NEWSLETTER INFORMATION ON HEALTHY AGING WAS PROVIDED TO OVER 3,200 PERSONS.
Expenses $21,677 · Revenue $2,500
As filed on the 2024 return.
Listed in Part VII
-
Lenore DawsonLENORE DAWSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joan FrieJOAN FRIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Roger JustinROGER JUSTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg FrankGREG FRANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie MeierBONNIE MEIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Deb MeierDEB MEIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rod HarrenROD HARREN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joe ChristensenJOE CHRISTENSEN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Peter OmannPETER OMANN
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Judy BoultonJUDY BOULTON
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Mark DornMARK DORN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dorine RauschDORINE RAUSCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Violet RitzerVIOLET RITZER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary StalbergerMARY STALBERGER
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Denise LeahyDENISE LEAHY
EXECUTIVE DIRECTOR
- Total calculated
- $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
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542879349302159
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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