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Nonprofiteer
← SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC

Form 990 for tax year 2023

Filed by SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC.

Totals

Total revenue
$6,628,870
Total expenses
$6,583,714
Contributions and grants received
$6,542,552
Grants paid
$3,296,729
Program service revenue
$71,803
Investment income
$14,515
Other revenue
$0
Total assets, end of year
$2,000,849
Total liabilities, end of year
$1,027,961
Net assets or fund balances, end of year
$972,888
Program services expenses (Part IX)
$5,945,077
Management and general expenses
$638,637
Fundraising expenses
$0
Program service expenses (Part III)
$5,945,077

Program services were 90.3% 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.

  • 1e · Government grants (contributions)

    $6,526,029

  • 1f · All other contributions, gifts and grants

    $16,523

  • 2a · Program service revenue: GRANT/VOIP MGMT FEES

    total $71,803 · related or exempt $71,803

  • 3 · Investment income

    total $14,515 · excluded $14,515

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,296,729 · program services $3,296,729

  • 5 · Compensation of officers, directors and key employees

    total $128,249 · management and general $128,249

  • 7 · Other salaries and wages

    total $1,291,026 · program services $982,864 · management and general $308,162

  • 8 · Pension plan contributions

    total $66,262 · program services $49,215 · management and general $17,047

  • 9 · Other employee benefits

    total $179,061 · program services $144,068 · management and general $34,993

  • 10 · Payroll taxes

    total $109,182 · program services $74,536 · management and general $34,646

  • 16 · Occupancy

    total $128,957 · program services $97,754 · management and general $31,203

  • 17 · Travel

    total $8,099 · program services $5,052 · management and general $3,047

  • 24a · Other expenses: VOIP PROJECT

    total $1,097,570 · program services $1,097,570

  • 24b · Other expenses: SUPPLIES

    total $26,970 · program services $24,683 · management and general $2,287

  • 24e · All other expenses

    total $251,609 · program services $172,606 · management and general $79,003

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $223,024 · end of year $156,465

  • 2 · Savings and temporary cash investments

    beginning of year $383,232 · end of year $827,827

  • 3 · Pledges and grants receivable

    beginning of year $992,494 · end of year $379,276

  • 4 · Accounts receivable

    end of year $923

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,989 · end of year $277,947

  • 12 · Investments: other securities

    beginning of year $78,465 · end of year $73,556

  • 15 · Other assets

    beginning of year $117,497 · end of year $284,855

  • 17 · Accounts payable and accrued expenses

    beginning of year $77,746 · end of year $70,114

  • 18 · Grants payable

    beginning of year $562,742 · end of year $262,041

  • 19 · Deferred revenue

    beginning of year $109,075 · end of year $410,951

  • 25 · Other liabilities

    beginning of year $117,497 · end of year $284,855

  • 27 · Net assets without donor restrictions

    beginning of year $932,641 · end of year $968,509

  • 28 · Net assets with donor restrictions

    end of year $4,379

Mission and programs · 2023

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

Withheld by Nonprofiteer: this text may name a private individual.

  • AWARDING AND MONITORING FEDERAL AND STATE GRANTS FOR SENIOR NUTRITION PROGRAMS, INCLUDING CONGREGATE AND HOME-DELIVERED; IN-PERSON ASSISTANCE TO SENIOR AND THEIR CAREGIVERS FOR SENIORS DESIRING TO RETURN HOME FROM AN INSTITUTIONAL-BASED SETTING; AND PROVIDING INFORMATION AND IN-DEPTH ASSISTANCE THROUGH THE 'SENIOR LINKAGE LINE' TO THE 11 COUNTY REGION.

    Expenses $5,945,077 · Grants $3,296,729 · Revenue $6,614,355

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Marie Hlava

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Marjorie Fuller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rita Fox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dave Vandergon

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Mike Hancock

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Dr Dwight Jennings

    AT-LARGE REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • Jean Eaton

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Jenelle Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Karen Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Maggie Cook

    AT-LARGE REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • David Beimers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Laurie Brownell

    EXECUTIVE DIRECTOR

    Total calculated
    $128,249
    From this org
    $106,772
    From related orgs
    $0
    Other
    $21,477
    Hours/week
    40

  • Kim Voth

    FINANCE DIRECTOR

    Total calculated
    $110,829
    From this org
    $104,638
    From related orgs
    $0
    Other
    $6,191
    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
3 October 2024
IRS schema version
2023v5.1
Source object
202442829349300319

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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