Skip to content
Nonprofiteer
← ELDERCIRCLE

Form 990 for tax year 2024

Filed by ELDERCIRCLE.

Totals

Total revenue
$813,806
Total expenses
$914,596
Contributions and grants received
$587,209
Grants paid
$31,120
Program service revenue
$185,417
Investment income
$22,245
Other revenue
$18,935
Total assets, end of year
$1,133,619
Total liabilities, end of year
$256,657
Net assets or fund balances, end of year
$876,962
Program services expenses (Part IX)
$751,483
Management and general expenses
$132,056
Fundraising expenses
$31,057
Program service expenses (Part III)
$751,483

Program services were 82.2% 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)

    $496,607

  • 1f · All other contributions, gifts and grants

    $90,602

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $185,417 · related or exempt $185,417

  • 3 · Investment income

    total $22,245 · excluded $22,245

  • 8a · Fundraising events: gross income

    $62,773

  • 8b · Fundraising events: direct expenses

    $44,387

  • 8c · Net income from fundraising events

    total $18,386 · excluded $18,386

  • 11a · Other revenue: OTHER INCOME

    total $549 · excluded $549

  • 11e · Other revenue, total

    $549

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $31,120 · program services $31,120

  • 5 · Compensation of officers, directors and key employees

    total $45,771 · program services $11,443 · management and general $22,885 · fundraising $11,443

  • 7 · Other salaries and wages

    total $457,568 · program services $420,911 · management and general $33,904 · fundraising $2,753

  • 8 · Pension plan contributions

    total $7,502 · program services $6,444 · management and general $846 · fundraising $212

  • 10 · Payroll taxes

    total $39,668 · program services $34,074 · management and general $4,475 · fundraising $1,119

  • 11c · Fees: accounting

    total $8,525 · management and general $8,525

  • 11g · Fees: other

    total $47,026 · program services $22,066 · management and general $24,960

  • 12 · Advertising and promotion

    total $11,686 · program services $10,819 · management and general $581 · fundraising $286

  • 13 · Office expenses

    total $52,894 · program services $29,781 · management and general $15,486 · fundraising $7,627

  • 16 · Occupancy

    total $53,234 · program services $43,503 · management and general $6,520 · fundraising $3,211

  • 17 · Travel

    total $64,733 · program services $64,733

  • 19 · Conferences, conventions and meetings

    total $12,480 · program services $11,603 · management and general $588 · fundraising $289

  • 22 · Depreciation, depletion and amortization

    total $4,926 · management and general $4,926

  • 23 · Insurance

    total $9,359 · program services $2,004 · management and general $4,928 · fundraising $2,427

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $46,243 · program services $42,597 · management and general $2,443 · fundraising $1,203

  • 24b · Other expenses: BAD DEBT

    total $11,281 · program services $11,281

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $3,951 · program services $3,951

  • 24d · Other expenses: VOLUNTEER RECOGNITION

    total $2,962 · program services $2,962

  • 24e · All other expenses

    total $3,667 · program services $2,191 · management and general $989 · fundraising $487

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $285,525 · end of year $278,310

  • 3 · Pledges and grants receivable

    beginning of year $340,159 · end of year $90,814

  • 4 · Accounts receivable

    beginning of year $16,154 · end of year $10,088

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,035 · end of year $1,502

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

    $104,303

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

    $97,857

  • 10c · Land, buildings and equipment, net

    beginning of year $11,372 · end of year $6,446

  • 12 · Investments: other securities

    beginning of year $367,179 · end of year $535,875

  • 15 · Other assets

    beginning of year $46,293 · end of year $210,584

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,672 · end of year $46,073

  • 25 · Other liabilities

    beginning of year $46,293 · end of year $210,584

  • 27 · Net assets without donor restrictions

    beginning of year $807,752 · end of year $876,962

  • 28 · Net assets with donor restrictions

    beginning of year $170,000

Mission and programs · 2024

Mission

EMPOWER OLDER ADULTS TO MAINTAIN ACTIVE LIVING & HEALTHY INDEPENDENCE BY PROVIDING SERVICES, RESOURCES & REFERRALS SO THEY MAY REMAIN IN THEIR HOMES LONGER

  • VOLUNTEER SERVICES - RSVP CONNECTS ADULTS SEEKING MEANINGFUL VOLUNTEER OPPORTUNITIES WITH MORE THAN 40 NONPROFITS WHO ARE SEEKING VOLUNTEERS TO COMPLETE A PROJECT THAT FULFILLS THEIR MISSION. THE VOLUNTEER'S SKILLS, INTERESTS, EXPERIENCE AND AVAILABILITY AR MATCHED WITH THE POSITIONS THAT AREA NONPROFITS AND AGENCIES ARE SEEKING TO FILL. VOLUNTEERS AGE 55 AND OLDER ARE ENROLLED IN RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP) WHICH IS A PART OF THE SENIOR CORPS WHICH IS AMERICA'S LARGEST VOLUNTEER NETWORK FOR PEOPLE 55 AND OVER WITH OVER 40,000 VOLUNTEERS TACKLING TOUGH ISSUES IN COMMUNITIES NATIONWIDE. ANNUALLY, APPROXIMATELY 800 VOLUNTEERS SERVE A COMBINED TOTAL OF OVER 90,000 HOURS IN MULTIPLE POSITIONS IN APPROXIMATELY 60 LOCATIONS.

    Expenses $130,628

  • ADULT DAY STAY THROUGH A SUPPORTIVE SERVICE SYSTEM THIS PROGRAM ASSISTS PEOPLE EXPERIENCING ISOLATION DUE TO PHYSICAL AND SOCIAL DEMANDS. ADULT DAY SERVICE PROVIDES PARTICIPANTS WITH MEANINGFUL CONNECTION, A SENSE OF BELONGING AND AN ENHANCED QUALITY OF LIFE IN A COMMUNITY SETTING THAT PROVIDES SUPPORT, RECREATION AND ESSENTIAL HEALTH SERVICES. PARTICIPANTS HAVE A CHOICE OF ACTIVITIES, EXERCISE AND SOCIAL INTERACTION WHICH HELP MAINTAIN PHYSICAL AND EMOTIONAL HEALTH AND ENABLE THEM TO REMAIN LIVING IN THEIR HOME AND THEIR COMMUNITY. ANNUALY, APPROXIMATELY 40 PARTICIPANTS AND CAREGIVERS ARE SERVED.

    Expenses $95,329 · Revenue $74,675

  • IN-HOME CARE & RESPITE ELDERCIRCLE IS A LICENSED PROVIDER THAT PROVIDES A PERSONALIZED ASSISTANCE TAHT HELPS MAINTAIN AND SUPPORT HEALTHY INDEPENDENT AGING IN THE HOME AND COMMUNITY. OLDER ADULTS CAN ENJOY THEIR DAY-TO-DAY ACTIVITIES SAFELY AND CONFIDENTLY WITH A LITTLE EXTRA HAND FROM A TRAINED IN-HOME CARE COMPANION. AS A LEADER OF IN-HOME SERVICES IN ITASCA COUNTY, ELDERCIRCLE'S IN-HOME SERVICES ALSO PROVIDE CAREGIVERS A RESPITE BREAK & CHANCE TO RECHARGE. ELDERCIRCLE'S LICENSED NON-MEDICAL HOME CARE ENSURES OLDER ADULTS MAINTAIN AS MUCH SELF-SUFFICIENCY AS POSSIBLE, WHILE FAMILY MEMBERS REMAIN AT EASE KNOWING THEIR LOVED ONE IS RECEIVING PERSONAL, TRUSTWORTHY CARE. ANNUALY, ELDERCIRCLE SERVES APPROXIMATELY 100 PARTICIPANTS AND CAREGIVERS.

    Expenses $256,942 · Revenue $82,784

  • LAWN MOWING & SNOW REMOVAL PROVIDES ASSISTANCE FOR LAWN MOWING AND SNOW REMOVAL FOR PERSONS 60+ WHO QUALIFY WITHIN INCOME GUIDELINES. ELDERCIRCLE MAINTAINS A RELIABLE LIST OF PROVIDERS. EXPENSES 45,418. INCLUDING GRANTS OF 31,120. REVENUE 64,560. ASSISTED TRANSPORTATION VOLUNTEER DRIVERS PROVIDE TRANSPORTATION TO/FROM MEDICAL APPOINTMENTS ANYWHERE IN MINNESOTA FOR INDIVIDUALS 60+. TRANSPORTATION IS CRUCIAL TO ENSURE ACCESS TO ESSENTIAL SERVICES AND THE AVAILABILITY OF TRANSPORTATION OPTIONS GREATLY AFFECTS QUALITY OF LIFE, INCLUDING THE ABILITY TO REMAIN IN ONE'S HOME AND STAY CONNECTED TO THE COMMUNITY. EXPENSES 76,437. INCLUDING GRANTS OF 0. REVENUE 11,919. GUARDIANSHIP ELDERCIRCLE SERVES AS DEDICATED TRAINED COURT-APPOINTED GUARDIANS FOR INDIVIDUALS 50+ WHO NEED HELP MAKING DAILY LIFE DECISIONS. MOST WARDS HAVE NO FAMILY, OR FAMILY IS NOT THE BEST CHOICE, AND HAVE BEEN FOUND UNABLE TO MAKE DAILY DECISIONS FOR THEMSELVES. ELDERCIRCLE DOES NOT PROVIDE ANY FINANCIAL CONSERVATORSHIPS. EXPENSES 22,191. INCLUDING GRANTS OF 0. REVENUE 0. HEALTH & WELLNESS PROVIDES EVIDENCE BASED PROGRAMMING AND OUTREACH THROUGH A VARIETY OF CLASSES, SUCH AS MATTER OF BALANCE, CHRONIC DISEASE, SELF-MANAGEMENT, LIVING WELL WITH CHRONIC PAIN, LIVING WELL WITH CHRONIC CONDITIONS, BONE BUILDERS AND DIABETES CLASS. EXPENSES 26,334. INCLUDING GRANTS OF 0. REVENUE 0. GROCERY SHOPPING & DELIVERY A WEEKLY SERVICE THAT OFFERS GROCERY SHOPPING AND DELIVERY FOR ANYONE (NO AGE OR INCOME GUIDELINES) LONG TERM OR FOR SHORT TERM RECOVERY SO ADULTS CAN REMAIN LIVING INDEPENDENTLY IN THEIR HOMES. OFFERED IN BIGFORK, GRAND RAPIDS, AND DEER RIVER AND NASHWAUK AREAS. EXPENSES 12,558. INCLUDING GRANTS OF 0. REVENUE 0. SUPPORT GROUPS ELDERCIRCLE OFFERS MULTIPLE SUPPORT GROUPS. SUPPORT GROUPS ARE FOR CAREGIVERS OF AN AILING PARENT, CHILD, SPOUSE, OR OTHER INDIVIDUALS OF ANY AGE WHO ARE LIKELY FACING A VARIETY OF NEW RESPONSIBILITIES, MANY OF WHICH ARE UNFAMILIAR OR INTIMIDATING. AT TIMES, CAREGIVERS OFTEN FEEL OVERWHELMED AND ALONE, AND THIS SUPPORT GROUP IS A SAFE PLACE TO DISCUSS CONCERNS. THESE GROUPS MEET THROUGH OUT ITASCA AND NORTHERN ST LOUIS COUNTY. EXPENSES 19,380. INCLUDING GRANTS OF 0. REVENUE 0. COMMUNITY PLANNING & CARE INTEGRATION PROJECT THIS PROJECT DEVELOPED A WEB BASED PLATFORM CALL ALL ABOUT AGING. ALL ABOUT AGING IS A RESOURCE NETWORK THAT HELPS PEOPLE FIND AND CONNECT WITH PROGRAMS, SERVICES AND SUPPORT GROUPS IN THEIR COMMUNITIES. THIS WEB BASED PROGRAM ALSO ALLOWS FOR SENDING SECURE, HIPPA COMPLIANT REFERRALS. EXPENSES 66,265. INCLUDING GRANTS OF 0. REVENUE 0. OTHER ACCOMPLISHMENTS ACTIVE LIVING SPACE IS A SPACE FOCUSED ON DEVELOPING, MAINTAINING AND PROMOTING A WIDE VARIETY OF OLDER ADULT PROGRAMMING AND ACTIVITIES, INCLUDING MULTIGENERATIONAL ACTIVITIES. IT IS A COLLABORATIVE SPACE WITH THE CITY OF GRAND RAPIDS, ITASCA COUNTY YMCA AND ELDERCIRCLE. COMMITTEE ON AGING IS A COORDINATED MONTHLY MEETING COMPRISED OF MEMBERS FROM SENIOR CENTERS THROUGHOUT ITASCA COUNTY. THESE MEETINGS ROTATE AT DIFFERENT SENIOR CENTERS AND SPEAKERS FOCUS ON AGING ISSUES AND CONCERNS. THE MEMBERS THAT ATTEND BRING THE INFORMATION BACK TO EACH CENTER TO SHARE. AGING NETWORK IS A BI-MONTHLY MEETING THAT BRING PROFESSIONAL TOGETHER WHO SERVE PEOPLE 55+. AARP TAX AID IS A FREE TAX ASSISTANCE AND PREPARATION FOR LOW-TO- MIDDLE INCOME FAMILIES AND INDIVIDUALS OF ALL AGES. ALTHOUGH SPECIAL ATTENTION IS GIVEN TO THOSE AGES 60 AND OLDER, THE SERVICE IS OPEN TO MEMBERS OF THE COMMUNITY OF ANY AGE, AND AARP MEMBERSHIP IS NOT REQUIRED.

    Expenses $268,584 · Grants $31,120 · Revenue $45,359

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Foster

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Regan Meyer

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Thomas McBride

    TREASURER/SE

    Total calculated
    $0
    Hours/week
    1
  • Wendy Chupurdia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ann Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hannah Chesness

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Nicholas Basarich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Marn Flicker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Teresa Valerio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sherry Frick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Amy Yost

    EXECUTIVE DI

    Total calculated
    $45,771
    From this org
    $45,771
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Renee Bymark

    EXECUTIVE DI

    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
29 October 2025
IRS schema version
2024v5.0
Source object
202533159349301593

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

The source document this was parsed from is served over the API, which is where bulk and document access live.