Form 990 for tax year 2023
Filed by SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL.
Totals
- Total revenue
- $2,561,456
- Total expenses
- $344,906
- Contributions and grants received
- $2,410,037
- Grants paid
- $0
- Program service revenue
- $16,323
- Investment income
- $125,119
- Other revenue
- $9,977
- Total assets, end of year
- $5,987,035
- Total liabilities, end of year
- $25,330
- Net assets or fund balances, end of year
- $5,961,705
- Program services expenses (Part IX)
- $258,011
- Management and general expenses
- $50,564
- Fundraising expenses
- $36,331
- Program service expenses (Part III)
- $258,011
Program services were 74.8% 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)
$92,750
-
1f · All other contributions, gifts and grants
$2,317,287
-
1g · Noncash contributions included above
$445
-
2a · Program service revenue: Membership dues
total $16,323 · related or exempt $16,323
-
3 · Investment income
total $125,119 · excluded $125,119
-
11a · Other revenue: Gain on sale of asset
total $9,977 · excluded $9,977
-
11e · Other revenue, total
$9,977
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $121,511 · program services $91,133 · management and general $18,227 · fundraising $12,151
-
10 · Payroll taxes
total $9,979 · program services $7,484 · management and general $1,497 · fundraising $998
-
11b · Fees: legal
total $4,141 · management and general $4,141
-
11c · Fees: accounting
total $25,279 · management and general $25,279
-
11g · Fees: other
total $9,093 · management and general $873 · fundraising $8,220
-
12 · Advertising and promotion
total $14,962 · fundraising $14,962
-
13 · Office expenses
total $17,827 · program services $17,280 · management and general $547
-
16 · Occupancy
total $20,624 · program services $20,624
-
22 · Depreciation, depletion and amortization
total $3,066 · program services $3,066
-
23 · Insurance
total $6,132 · program services $6,132
-
24a · Other expenses: Direct program expense
total $48,038 · program services $48,038
-
24b · Other expenses: Capital Campaign costs
total $26,870 · program services $26,870
-
24c · Other expenses: Repairs and maintenance
total $25,859 · program services $25,859
-
24d · Other expenses: Utilities
total $11,525 · program services $11,525
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $676,841 · end of year $295,549
-
2 · Savings and temporary cash investments
beginning of year $2,074,980 · end of year $4,148,895
-
3 · Pledges and grants receivable
beginning of year $767,500 · end of year $1,070,966
-
10a · Land, buildings and equipment: cost or other basis
$594,158
-
10b · Land, buildings and equipment: accumulated depreciation
$127,533
-
10c · Land, buildings and equipment, net
beginning of year $369,864 · end of year $466,625
-
15 · Other assets
beginning of year $5,000 · end of year $5,000
-
17 · Accounts payable and accrued expenses
beginning of year $104,301 · end of year $25,330
-
27 · Net assets without donor restrictions
beginning of year $750,270 · end of year $938,335
-
28 · Net assets with donor restrictions
beginning of year $3,039,614 · end of year $5,023,370
Mission and programs · 2023
Mission
To provide meals, social activities, and assistance to seniors as well as providing a gathering place for seniors and community members to take part in intergenerational and community activities.
-
Provided hot meals, assistance and education, and entertainment and social activities for seniors in the Santa Ynez Valley.
Expenses $258,011
As filed on the 2023 return.
Listed in Part VII
-
Jan Clevenger
President
- Total calculated
- $0
- Hours/week
- 4
-
Julie Hayden
Vice-President
- Total calculated
- $0
- Hours/week
- 4
-
Valerie Kissell
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Thom Garrett
Co-Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Janet Olivera
Co-Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Barbara Breza
Director
- Total calculated
- $0
- Hours/week
- 2
-
Paula Greenwald
Director
- Total calculated
- $0
- Hours/week
- 2
-
Geri Mittermiller
Director
- Total calculated
- $0
- Hours/week
- 2
-
Alice Olla
Director
- Total calculated
- $0
- Hours/week
- 2
-
Diane Olmsted
Director
- Total calculated
- $0
- Hours/week
- 2
-
Chris Parker
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jim Richardson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Susie Snow
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ellen Albertoni
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
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349313199
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