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Nonprofiteer
← GREATER WISCONSIN AGENCY ON AGING RESOURCES INC

Form 990 for tax year 2023

Filed by GREATER WISCONSIN AGENCY ON AGING RESOURCES INC.

Totals

Total revenue
$43,488,887
Total expenses
$43,838,534
Contributions and grants received
$43,318,516
Grants paid
$32,889,995
Program service revenue
$99,137
Investment income
$71,234
Other revenue
$0
Total assets, end of year
$10,855,947
Total liabilities, end of year
$8,091,066
Net assets or fund balances, end of year
$2,764,881
Program services expenses (Part IX)
$42,719,406
Management and general expenses
$1,119,128
Fundraising expenses
$0
Program service expenses (Part III)
$42,719,406

Program services were 97.4% 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)

    $43,318,516

  • 2a · Program service revenue: PROJECT REVENUE

    total $69,510 · related or exempt $69,510

  • 2b · Program service revenue: PROGRAM FEES

    total $22,047 · related or exempt $22,047

  • 2c · Program service revenue: TRAINING

    total $7,580 · related or exempt $7,580

  • 3 · Investment income

    total $71,234 · excluded $71,234

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,889,995 · program services $32,889,995

  • 5 · Compensation of officers, directors and key employees

    total $179,173 · program services $161,798 · management and general $17,375

  • 7 · Other salaries and wages

    total $3,057,439 · program services $2,832,370 · management and general $225,069

  • 8 · Pension plan contributions

    total $199,530 · program services $171,801 · management and general $27,729

  • 9 · Other employee benefits

    total $568,349 · program services $489,363 · management and general $78,986

  • 10 · Payroll taxes

    total $231,564 · program services $214,518 · management and general $17,046

  • 11c · Fees: accounting

    total $118,459 · management and general $118,459

  • 11d · Fees: lobbying

    total $13,011 · program services $13,011

  • 11g · Fees: other

    total $4,480,553 · program services $4,332,994 · management and general $147,559

  • 12 · Advertising and promotion

    total $156,591 · program services $147,559 · management and general $9,032

  • 13 · Office expenses

    total $240,277 · program services $225,912 · management and general $14,365

  • 14 · Information technology

    total $119,294 · program services $108,299 · management and general $10,995

  • 16 · Occupancy

    total $117,223 · program services $108,594 · management and general $8,629

  • 17 · Travel

    total $136,325 · program services $126,290 · management and general $10,035

  • 19 · Conferences, conventions and meetings

    total $59,119 · program services $56,287 · management and general $2,832

  • 23 · Insurance

    total $27,865 · program services $25,814 · management and general $2,051

  • 24a · Other expenses: LICENSES & FEES

    total $766,326 · program services $764,767 · management and general $1,559

  • 24b · Other expenses: MISC

    total $427,363 · management and general $427,363

  • 24c · Other expenses: AGENCY PROJECTS

    total $28,300 · program services $28,300

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $21,778 · program services $21,734 · management and general $44

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $390,149 · end of year $305,501

  • 2 · Savings and temporary cash investments

    beginning of year $803,837 · end of year $1,848,962

  • 3 · Pledges and grants receivable

    beginning of year $15,744,494 · end of year $8,511,593

  • 9 · Prepaid expenses and deferred charges

    end of year $1,200

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

    $149,777

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

    $149,777

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $295,413 · end of year $188,691

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,951,076 · end of year $7,898,124

  • 19 · Deferred revenue

    beginning of year $12,764 · end of year $8,309

  • 25 · Other liabilities

    beginning of year $290,121 · end of year $184,633

  • 27 · Net assets without donor restrictions

    beginning of year $2,979,932 · end of year $2,764,881

Mission and programs · 2023

Mission

THE MISSION OF THE GREATER WISCONSIN AGENCY ON AGING RESOURCES IS TO DELIVER INNOVATIVE SUPPORT TO LEAD AGING AGENCIES AS WE WORK TOGETHER TO PROMOTE, PROTECT, AND ENHANCE THE WELL-BEING OF OLDER PEOPLE IN WISCONSIN.

Activities or mission (Part I)

GREATER WISCONSIN AGENCY ON AGING RESOURCES DELIVERS INNOVATIVE SUPPORT TO LEAD AGING AGENCIES TO PROMOTE, PROTECT, AND ENHANCE THE WELL-BEING OF OLDER PEOPLE IN WISCONSIN.

  • THE GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC IS A NONPROFIT AGENCY COMMITTED TO SUPPORTING THE SUCCESSFUL DELIVERY OF AGING PROGRAMS AND SERVICES IN 70 COUNTIES AND 11 TRIBES IN WISCONSIN. WE PROVIDE AGING LEAD AGENCIES IN OUR SERVICE AREA WITH TRAINING, TECHNICAL ASSISTANCE, AND ADVOCACY TO ENSURE THE AVAILABILITY AND QUALITY OF PROGRAMS AND SERVICES TO MEET THE CHANGING NEEDS OF OLDER PEOPLE IN WISCONSIN.

    Expenses $42,719,406 · Grants $32,889,995 · Revenue $99,137

As filed on the 2023 return.

Listed in Part VII

  • Dave Ostness

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Beth Esser

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dave Hoberg

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Robert Borremans

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Wolf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rob Wilkinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Helling

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wes Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cookie Lough

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Schnabl

    EXECUTIVE DIRECTOR

    Total calculated
    $179,173
    From this org
    $115,132
    From related orgs
    $0
    Other
    $64,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,132
    Bonus
    $0
    Other
    $0
    Deferred
    $9,211
    Nontaxable benefits
    $54,830
    Filer's total
    $179,173

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

None.

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

  • WAUKESHA COUNTY DEPT OF HEALTH AND HUMAN SERVICES ADRC

    $2,200,770

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF CENTRAL WI

    $2,042,516

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF BROWN CO

    $1,480,571

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF RACINE COUNTY

    $1,132,422

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • KENOSHA COUNTY DIVISION OF AGING AND DISABILITY SERVICES

    $1,123,810

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ROCK COUNTY HUMAN SERVICES DEPARTMENT

    $1,100,558

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • WINNEBAGO COUNTY ELDERLY SERVICES

    $920,292

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • OUTAGAMIE COUNTY HEALTH AND HUMAN SERVICES - ADRC

    $889,139

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF WASHINGTON COUNTY

    $799,581

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF THE LAKESHORE

    $778,050

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

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

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202413119349301931

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

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