Totals
- Total revenue
- $4,548,389
- Total expenses
- $4,181,889
- Contributions and grants received
- $2,588,765
- Grants paid
- $1,295,451
- Program service revenue
- $1,882,542
- Investment income
- $25,701
- Other revenue
- $51,381
- Total assets, end of year
- $10,092,919
- Total liabilities, end of year
- $1,284,618
- Net assets or fund balances, end of year
- $8,808,301
- Program services expenses (Part IX)
- $3,257,093
- Management and general expenses
- $850,591
- Fundraising expenses
- $74,205
- Program service expenses (Part III)
- $3,257,093
Program services were 77.9% 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.
-
1e · Government grants (contributions)
$2,353,889
-
1f · All other contributions, gifts and grants
$234,876
-
1g · Noncash contributions included above
$713
-
2a · Program service revenue: ACTIVITIES
total $1,149,311 · related or exempt $1,149,311
-
2b · Program service revenue: FOOD SERVICE
total $327,711 · related or exempt $327,711
-
2c · Program service revenue: FITNESS/WELLNESS
total $275,076 · related or exempt $275,076
-
2d · Program service revenue: CHORE AND OUTREACH
total $130,444 · related or exempt $130,444
-
3 · Investment income
total $23,222 · excluded $23,222
-
6a · Gross rents
real property $19,611
-
6b · Less rental expenses
real property $16,833
-
6c · Rental income or loss
real property $2,778
-
6d · Net rental income or loss
total $2,778 · unrelated business $2,778
-
7a · Gross sales of assets other than inventory
securities $58,113 · other assets $8,000
-
7b · Less cost or other basis and sales expenses
securities $63,634
-
7c · Gain or loss
securities -$5,521 · other assets $8,000
-
7d · Net gain or loss
total $2,479 · related or exempt $2,479
-
11a · Other revenue: MISCELLANEOUS
total $45,275 · related or exempt $45,275
-
11b · Other revenue: BWC REFUND
total $3,328 · related or exempt $3,328
-
11e · Other revenue, total
$48,603
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,295,451 · program services $1,295,451
-
5 · Compensation of officers, directors and key employees
total $175,654 · program services $116,794 · management and general $54,102 · fundraising $4,758
-
7 · Other salaries and wages
total $1,501,781 · program services $998,552 · management and general $462,551 · fundraising $40,678
-
9 · Other employee benefits
total $242,897 · program services $163,180 · management and general $76,847 · fundraising $2,870
-
10 · Payroll taxes
total $125,571 · program services $83,042 · management and general $39,070 · fundraising $3,459
-
11b · Fees: legal
total $27,632 · program services $7,278 · management and general $13,136 · fundraising $7,218
-
11c · Fees: accounting
total $12,959 · program services $3,519 · management and general $5,950 · fundraising $3,490
-
11g · Fees: other
total $35,720 · program services $9,408 · management and general $16,980 · fundraising $9,332
-
12 · Advertising and promotion
total $31,937 · management and general $31,937
-
16 · Occupancy
total $108,726 · program services $79,675 · management and general $29,051
-
17 · Travel
total $24,626 · program services $19,933 · management and general $4,693
-
20 · Interest
total $36,632 · program services $30,661 · management and general $5,971
-
22 · Depreciation, depletion and amortization
total $307,868 · program services $273,363 · management and general $34,505
-
23 · Insurance
total $48,677 · program services $42,009 · management and general $6,668
-
24a · Other expenses: RENTAL EQUIP & MAINT
total $81,190 · program services $48,088 · management and general $33,102
-
24b · Other expenses: SUPPLIES
total $68,935 · program services $57,316 · management and general $11,619
-
24c · Other expenses: DUES/SUBSCRIPTIONS
total $19,817 · program services $5,472 · management and general $11,945 · fundraising $2,400
-
24d · Other expenses: TELEPHONE
total $14,612 · program services $13,333 · management and general $1,279
-
24e · All other expenses
total $21,204 · program services $10,019 · management and general $11,185
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $181,646 · end of year $63,152
-
2 · Savings and temporary cash investments
beginning of year $996,053 · end of year $1,251,186
-
3 · Pledges and grants receivable
beginning of year $241,008 · end of year $80,353
-
4 · Accounts receivable
beginning of year $27,997 · end of year $304,576
-
9 · Prepaid expenses and deferred charges
beginning of year $37,914 · end of year $19,176
-
10a · Land, buildings and equipment: cost or other basis
$10,001,856
-
10b · Land, buildings and equipment: accumulated depreciation
$1,735,566
-
10c · Land, buildings and equipment, net
beginning of year $8,419,156 · end of year $8,266,290
-
11 · Investments: publicly traded securities
beginning of year $84,529 · end of year $91,206
-
15 · Other assets
beginning of year $19,285 · end of year $16,980
-
17 · Accounts payable and accrued expenses
beginning of year $69,897 · end of year $105,338
-
19 · Deferred revenue
beginning of year $170,475 · end of year $379,724
-
23 · Secured mortgages and notes payable
beginning of year $1,317,039 · end of year $782,576
-
25 · Other liabilities
beginning of year $19,285 · end of year $16,980
-
27 · Net assets without donor restrictions
beginning of year $8,122,261 · end of year $8,654,983
-
28 · Net assets with donor restrictions
beginning of year $308,631 · end of year $153,318
Mission and programs · 2023
Mission
ENRICHING LIVES, SUPPORTING INDEPENDENCE.
-
THE OUTREACH PROGRAM PROVIDES PERSONAL CONTACT WITH HOMEBOUND OR ISOLATED ADULTS WHO HAVE NEEDS THAT MUST BE MET. VISITS ARE CONDUCTED BY LICENSED SOCIAL WORKERS. 5,453 UNITS OF SERVICE WERE PROVIDED THIS YEAR.
Expenses $243,370 · Grants $12,884 · Revenue $14,112
-
THE FITNESS/WELLNESS PROGRAM PROVIDES A VARIETY OF FITNESS EQUIPMENT FOR USE BY THE SENIORS AT A MINIMUM COST OR FREE TO SILVER SNEAKERS OR SILVER & FIT ELIGIBLE SENIORS. SILVER SNEAKERS ALSO PROVIDES THE BENEFIT OF CUSTOM- DESIGNED CLASSES TAUGHT BY CERTIFIED INSTRUCTORS. THERE WERE 666 FITNESS CENTER MEMBERSHIPS AND 685 SILVER SNEAKER MEMBERSHIPS DURING 2023.
Expenses $705,385 · Revenue $275,076
-
ACTIVITIES ARE PROVIDED FOR THE ENJOYMENT OF SENIOR CITIZENS AND INCLUDE BUT ARE NOT LIMITED TO CONCERTS, CRAFT & COMPUTER CLASSES, DANCES, TRIPS, CARD CLUBS, BAZAARS AND BILLIARDS.
Expenses $1,397,850 · Grants $1,064,831 · Revenue $1,149,311
-
THE CHORE SERVICES PROVIDES SIMPLE HOUSEHOLD REPAIRS FOR ADULTS AGES 60 AND OLDER. SOME OF THE TASKS INCLUDE WINDOW WASHING AND SEASONAL MAINTENANCE. 5,465 UNITS OF SERVICE WERE PROVIDED THIS YEAR. TOTAL EXPENSES FOR THE YEAR WERE 323,757, INCLUDING GRANTS OF 20,273. PROGRAM SERVICE REVENUE WAS 116,332. THE MOBILE MEALS PROVIDES SHORT TERM MEAL DELIVERY FOR PERSONS OVER 50 NEEDING FOOD DELIVERY. MEALS ARE DELIVERED BY VOLUNTEER DRIVERS AT THE NOON HOUR AND INCLUDE BOTH A HOT LUNCH AND BAG LUNCH FOR THE EVENING. SPECIAL DIETARY NEEDS CAN BE MET. A FEE IS CHARGED FOR THIS SERVICE AND A SLIDING FEE SCALE IS AVAILABLE. THE ORGANIZATION ALSO RUNS A SENIOR CAFE AT THE SENIOR BUILDING AND LUNCH IS SERVED MONDAY - FRIDAY FOR A MINIMAL FEE. THESE TWO SERVICES ARE COMBINED FOR FINANCIAL REPORTING PURPOSES. WE CONTINUE TO OFFER CURBSIDE PICKUP FOR LUNCH AND FROZEN MEALS. 54,643 MEALS WERE PROVIDED DURING THE YEAR BETWEEN THESE TWO SERVICES. TOTAL EXPENSES FOR THE YEAR WERE 586,730, INCLUDING GRANTS OF 197,463. PROGRAM SERVICE REVENUE WAS 327,711. FOR FINANCIAL REPORTING PURPOSES, THE GUARDIANSHIP PROGRAM AND THE VOLUNTEER EXPENSES ARE COMBINED INTO ONE EXPENSE CATEGORY ON THE BOOKS OF 50 NORTH. THE GUARDIANSHIP PROGRAM PROVIDES A GUARDIAN FOR PERSONS WHO HAVE BEEN FOUND IMCOMPETENT BY THE PROBATE COURT. GUARDIANS CAN BE GUARDIANS OF THE ESTATE, THE PERSON OR BOTH. THEY ARE TRAINED TO SERVE SENIORS IN THE COMMUNITY WHO HAVE NO ONE ELSE AVAILABLE TO HELP THEM WITH BASIC LIFE DECISIONS INCLUDING, BUT NOT LIMITED TO, LIVING ARRANGEMENTS AND MEDICAL CARE. VOLUNTEER EXPENSES ARE EXPENSES THAT RELATE TO THE RECRUITING OR WORK OF VOLUNTEERS. THERE WERE 420 VOLUNTEERS DURING 2023 AND THE HOURS VOLUNTEERED TOTALED 11,783. VOLUNTEER HOURS INCLUDED BUT WEREN'T LIMITED TO THE COUNTY TRUSTEE PROGRAM, HELPING WITH THE SENIOR CAFE AND DELIVERING MOBILE MEALS. THIS EXPENSE CATEGORY ALSO INCLUDES THE EXPENSES OF VOLUNTEER PROJECTS THAT DO NOT FALL UNDER ANY OTHER CATEGORY AND EXPENSES SUCH AS SMALL GIFTS OR THE ANNUAL DINNER PARTY TO THANK THE VOLUNTEERS. TOTAL EXPENSES FOR BOTH THE GUARDIANSHIP PROGRAM AND VOLUNTEERS FOR THE YEAR WERE -0- INCLUDING GRANTS OF -0- AND PROGRAM SERVICE REVENUE OF -0-.
Expenses $910,488 · Grants $217,736 · Revenue $444,043
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carolyn CopusCAROLYN COPUS
EXEC. DIREC.
- Total calculated
- $157,501
- From this org
- $132,985
- From related orgs
- $0
- Other
- $24,516
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,985
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $24,516
- Filer's total
- $157,501
-
Carrie GlassCARRIE GLASS
BOOKKEEPER
- Total calculated
- $43,950
- From this org
- $42,670
- From related orgs
- $0
- Other
- $1,280
- Hours/week
- 14
-
Greg AmburgeyGREG AMBURGEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas BrumleyTHOMAS BRUMLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John HaywoodJOHN HAYWOOD
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Jill JaynesJILL JAYNES
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Warren KahnWARREN KAHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pat McCauleyPAT MCCAULEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott MillerSCOTT MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tony PriceTONY PRICE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Robert SchuckROBERT SCHUCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Richard B StatesDR RICHARD B STATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Don WeberDON WEBER
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Michael WeisslingMICHAEL WEISSLING
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Bev YammineBEV YAMMINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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 · Independent compensation consultant
- 3 · Compensation survey or study
- 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
- 15 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202443129349300819
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