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← GREATER WISCONSIN AGENCY ON AGING RESOURCES INC

Form 990 for tax year 2022

Filed by GREATER WISCONSIN AGENCY ON AGING RESOURCES INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 19 February 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$44,763,910 changed to $44,520,137
Total expenses
$44,367,538 changed to $44,369,515
Contributions and grants received
$44,627,528 changed to $44,270,110
Program service revenue
$134,334 changed to $247,979
Total assets, end of year
$17,295,837 changed to $17,233,893
Total liabilities, end of year
$14,070,155 changed to $14,253,961
Net assets or fund balances, end of year
$3,225,682 changed to $2,979,932
Program services expenses
$43,484,536 changed to $43,530,782
Management and general expenses
$883,002 changed to $838,733
Program service expenses (Part III)
$43,484,536 changed to $43,530,782

Totals

Total revenue
$44,763,910
Total expenses
$44,367,538
Contributions and grants received
$44,627,528
Grants paid
$34,241,162
Program service revenue
$134,334
Investment income
$2,048
Other revenue
$0
Total assets, end of year
$17,295,837
Total liabilities, end of year
$14,070,155
Net assets or fund balances, end of year
$3,225,682
Program services expenses (Part IX)
$43,484,536
Management and general expenses
$883,002
Fundraising expenses
$0
Program service expenses (Part III)
$43,484,536

Program services were 98.0% 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)

    $44,627,528

  • 2a · Program service revenue: PROJECT REVENUE

    total $133,109 · related or exempt $133,109

  • 2b · Program service revenue: TRAINING

    total $1,225 · related or exempt $1,225

  • 3 · Investment income

    total $2,048 · excluded $2,048

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $34,241,162 · program services $34,241,162

  • 5 · Compensation of officers, directors and key employees

    total $274,952 · program services $248,756 · management and general $26,196

  • 7 · Other salaries and wages

    total $2,989,160 · program services $2,781,473 · management and general $207,687

  • 8 · Pension plan contributions

    total $130,644 · program services $110,738 · management and general $19,906

  • 9 · Other employee benefits

    total $438,150 · program services $371,390 · management and general $66,760

  • 10 · Payroll taxes

    total $238,934 · program services $222,333 · management and general $16,601

  • 11b · Fees: legal

    total $2,109 · management and general $2,109

  • 11c · Fees: accounting

    total $105,627 · management and general $105,627

  • 11d · Fees: lobbying

    total $8,963 · program services $8,963

  • 11g · Fees: other

    total $4,150,210 · program services $3,962,011 · management and general $188,199

  • 12 · Advertising and promotion

    total $202,256 · program services $188,199 · management and general $14,057

  • 13 · Office expenses

    total $125,228 · program services $116,969 · management and general $8,259

  • 14 · Information technology

    total $155,237 · program services $141,312 · management and general $13,925

  • 16 · Occupancy

    total $167,931 · program services $156,263 · management and general $11,668

  • 17 · Travel

    total $60,235 · program services $56,050 · management and general $4,185

  • 19 · Conferences, conventions and meetings

    total $56,054 · program services $52,527 · management and general $3,527

  • 23 · Insurance

    total $40,396 · program services $37,589 · management and general $2,807

  • 24a · Other expenses: LICENSES & FEES

    total $755,239 · program services $755,239

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $28,912 · program services $28,912

  • 24c · Other expenses: AGENCY PROJECTS

    total $4,650 · program services $4,650

  • 24e · All other expenses

    total $191,489 · management and general $191,489

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,085,616 · end of year $742,532

  • 2 · Savings and temporary cash investments

    beginning of year $24,609 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $12,594,944 · end of year $16,546,497

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,219 · end of year $0

  • 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 $6,808 · end of year $6,808

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,899,886 · end of year $13,943,746

  • 19 · Deferred revenue

    beginning of year $2,000 · end of year $126,409

  • 27 · Net assets without donor restrictions

    beginning of year $2,829,310 · end of year $3,225,682

Mission and programs · 2022

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 $43,484,536 · Grants $34,241,162 · Revenue $134,334

As filed on the 2022 return.

Listed in Part VII

  • Robert Kellerman

    EXECUTIVE DIRECTOR

    Total calculated
    $145,998
    From this org
    $95,538
    From related orgs
    $0
    Other
    $50,460
    Hours/week
    40

  • John Schnabl

    EXECUTIVE DIRECTOR

    Total calculated
    $128,954
    From this org
    $93,848
    From related orgs
    $0
    Other
    $35,106
    Hours/week
    40

  • Dave Ostness

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Miki Bix

    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

  • Erv Teichmiller

    TREASURER (THRU AUG)

    Total calculated
    $0
    Hours/week
    1

  • Robert Borremans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wes Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cookie Lough

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rob Wilkinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Helling

    DIRECTOR

    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.

Grants on this return

  • WAUKESHA COUNTY DEPT OF HEALTH AND HUMAN SERVICES ADRC

    $2,060,166

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF CENTRAL WI

    $2,030,511

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • WINNEBAGO COUNTY ELDERLY SERVICES

    $1,420,748

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF BROWN CO

    $1,376,533

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ROCK COUNTY HUMAN SERVICES DEPARTMENT

    $1,211,993

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF RACINE COUNTY

    $1,138,625

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • KENOSHA COUNTY DIVISION OF AGING AND DISABILITY SERVICES

    $1,018,790

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • OUTAGAMIE COUNTY HEALTH AND HUMAN SERVICES - ADRC

    $890,855

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • FOND DU LAC DEPARTMENT OF SENIOR SERVICES

    $800,579

    OLDER AMERICANS ACT - FEDERAL AND STATE GRANTS

  • ADRC OF WASHINGTON COUNTY

    $757,370

    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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202323139349301447

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