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Nonprofiteer
← KENOSHA AREA FAMILY AND AGING SERVICES INC

Form 990 for tax year 2023

Filed by KENOSHA AREA FAMILY AND AGING SERVICES INC.

Totals

Total revenue
$3,612,923
Total expenses
$3,932,007
Contributions and grants received
$3,377,702
Grants paid
$0
Program service revenue
$204,692
Investment income
$8,932
Other revenue
$21,597
Total assets, end of year
$1,754,495
Total liabilities, end of year
$1,288,660
Net assets or fund balances, end of year
$465,835
Program services expenses (Part IX)
$3,336,393
Management and general expenses
$532,269
Fundraising expenses
$63,345
Program service expenses (Part III)
$3,336,393

Program services were 84.9% 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.

  • 1a · Federated campaigns

    $12,625

  • 1c · Fundraising events

    $12,966

  • 1e · Government grants (contributions)

    $2,780,523

  • 1f · All other contributions, gifts and grants

    $571,588

  • 2a · Program service revenue: FEE FOR SERVICE

    total $204,692 · related or exempt $204,692

  • 3 · Investment income

    total $8,932 · excluded $8,932

  • 8a · Fundraising events: gross income

    $10,508

  • 8a · Fundraising events: contributions included on line 1c

    $12,966

  • 8b · Fundraising events: direct expenses

    $1,257

  • 8c · Net income from fundraising events

    total $9,251 · excluded $9,251

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $12,346 · excluded $12,346

  • 11e · Other revenue, total

    $12,346

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $120,647 · program services $101,339 · management and general $16,812 · fundraising $2,496

  • 7 · Other salaries and wages

    total $2,009,430 · program services $1,687,843 · management and general $280,017 · fundraising $41,570

  • 8 · Pension plan contributions

    total $13,479 · program services $11,136 · management and general $2,040 · fundraising $303

  • 9 · Other employee benefits

    total $316,132 · program services $261,172 · management and general $47,856 · fundraising $7,104

  • 10 · Payroll taxes

    total $160,669 · program services $129,854 · management and general $26,832 · fundraising $3,983

  • 11a · Fees: management

    total $134,397 · program services $134,397

  • 11b · Fees: legal

    total $5,372 · management and general $5,372

  • 11c · Fees: accounting

    total $67,207 · management and general $67,207

  • 12 · Advertising and promotion

    total $28,444 · program services $28,444

  • 13 · Office expenses

    total $127,625 · program services $78,849 · management and general $46,781 · fundraising $1,995

  • 16 · Occupancy

    total $157,659 · program services $132,286 · management and general $22,025 · fundraising $3,348

  • 17 · Travel

    total $33,430 · program services $27,956 · management and general $4,766 · fundraising $708

  • 19 · Conferences, conventions and meetings

    total $43,607 · program services $36,467 · management and general $6,217 · fundraising $923

  • 20 · Interest

    total $176 · management and general $176

  • 22 · Depreciation, depletion and amortization

    total $20,946 · program services $17,517 · management and general $2,986 · fundraising $443

  • 23 · Insurance

    total $22,318 · program services $18,664 · management and general $3,182 · fundraising $472

  • 24a · Other expenses: PROGRAM EXPENSES

    total $494,076 · program services $494,076

  • 24b · Other expenses: CLIENT SUPPORT

    total $176,393 · program services $176,393

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$41,524 · end of year $80,981

  • 2 · Savings and temporary cash investments

    beginning of year $241,024 · end of year $702,445

  • 4 · Accounts receivable

    beginning of year $445,462 · end of year $355,044

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,736 · end of year $9,159

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

    $803,317

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

    $350,199

  • 10c · Land, buildings and equipment, net

    beginning of year $138,935 · end of year $453,118

  • 15 · Other assets

    beginning of year $132,330 · end of year $153,748

  • 17 · Accounts payable and accrued expenses

    beginning of year $253,595 · end of year $467,979

  • 23 · Secured mortgages and notes payable

    end of year $72,888

  • 25 · Other liabilities

    beginning of year $0 · end of year $747,793

  • 27 · Net assets without donor restrictions

    beginning of year $627,104 · end of year $448,276

  • 28 · Net assets with donor restrictions

    beginning of year $43,264 · end of year $17,559

Mission and programs · 2023

Mission

SUPPORT THE DEVELOPMENT OF HEALTHY FAMILIES AND PREVENT ABUSE AND NEGLECT OF CHILDREN AND THE ELDERLY BY PROVIDING SERVICES SUCH AS HOME DELIVERED MEALS, CONGREGATE MEALS, TRANSPORTATION AND MANY OTHER PROGRAMS.

Activities or mission (Part I)

SUPPORT THE DEVELOPMENT OF HEALTHY FAMILIES AND PREVENT ABUSE AND NEGLECT OF CHILDREN AND ELDERLY BY PROVIDING SERVICES SUCH AS HOME DELIVERED MEALS, CONGREGATE MEALS, TRANSPORTATION AND MANY OTHER PROGRAMS.

  • INFORMATION, ASSISTANCE AND ACCESS - INFORMATION ABOUT SERVICES AVAILABLE TO OLDER PERSONS IS PROVIDED BY PHONE, ON-LINE OR THROUGH OFFICE VISITS. ASSISTANCE IN ACCESSING SERVICES AND ASSESSMENTS FOR THE FAMILY CARE PROGRAM AND OTHER LONG-TERM CARE NEEDS ARE ALSO PROVIDED.

    Expenses $1,177,014 · Revenue $96,697

  • MEALS ON WHEELS-VOLUNTEERS DELIVER MEALS TO ELDERLY OR DISABLED PERSONS IN THEIR HOMES. LUNCH AND EVENING MEALS ARE AVAILABLE WEEKDAYS AND ON WEEKENDS. THE MEALS ON WHEELS PROGRAM ENABLES THE ELDERLY, THE SICK AND THE DISABLED TO REMAIN IN THEIR HOMES WITH HELP FROM PEOPLE WHO CARE. THROUGH MEALS ON WHEELS, HOME-DELIVERED MEALS ARE PROVIDED TO PERSONS WHO ARE UNABLE TO PREPARE THEIR OWN MEALS AND ARE AT RISK OF GOING TO A NURSING HOME.

    Expenses $747,631

  • FAMILY SERVICES PROVIDES HOME VISITING SERVICES TO PARENTS WITH INFANTS, TODDLERS AND SCHOOL-AGE CHILDREN THAT STRENGTHEN PARENT-CHILD RELATIONSHIPS AND NUTURING. THE MAIN PROGRAMS UNDER FAMILY SERVICES ARE FAMILY PRESERVATION, FAMILY SUPPORT, AND TEEN PARENT. THERE ARE ALSO OTHER PROGRAMS AVAILABLE. THE GOALS OF THIS PROGRAM IS TO PREVENT CHILD ABUSE AND NEGLECT, HELP PARENTS PROVIDE A CARING, NURTURING, AND HEALTHY ENVIRONMENT, TO PROMOTE THE BUILDING OF DEVELOPMENTAL ASSETS FOR YOUTH, AND TO SUPPORT THE DEVELOPMENT OF HEALTHY FAMILIES.

    Expenses $418,244

  • FOSTER GRANDPARENT - CONNECTS SENIOR ROLE MODELS WITH YOUTH WHO HAVE EXCEPTIONAL NEEDS. SENIORS RECEIVE ENRICHMENT WHILE PROVIDING SUPPORT AND COMFORT TO CHILDREN HELPING TO PROMOTE A SUCCESSFUL FUTURE.

    Expenses $179,141

  • VOLUNTEER TRANSPORTATION - VOLUNTEER DRIVERS PROVIDE RIDES FOR ELDERLY AND DISABLED PERSONS TO MEDICAL APPOINTMENTS, SHOPPING, AND OTHER ESSENTIAL TRIPS.

    Expenses $129,594

  • FRIENDLY VISITOR - VOLUNTEERS MAKE WEEKLY VISITS TO FRAIL ELDERLY PERSONS IN THEIR HOMES TO PROVIDE COMPANIONSHIP AND TO REDUCE ISOLATION.

    Expenses $125,538

  • COMMUNITY CARE CORP - PROVIDE MINOR HOME REPAIRS AND MAINTENANCE TO SENIORS OR ADULTS WITH DISABILITIES TO PROMOTE AGING IN PLACE AND TO PREVENT COMMUNITY BLIGHT. CLIENTS ENJOY IMPROVED LIVING CONDITIONS AND A REDUCTION IN SAFETY CONCERNS DUE TO THE ENVIRONMENTAL IMPROVEMENTS MADE.

    Expenses $287,066 · Revenue $107,995

  • ADULT NUTRITION - LUNCH-TIME MEALS ARE SERVED WEEKDAYS AT SIX LOCATIONS FOR PERSONS AGED 60 AND OVER. ACTIVITIES AND INFORMATION ABOUT SERVICES ARE ALSO PROVIDED.

    Expenses $189,593

  • R.S.V.P. (RETIRED SENIOR VOLUNTEER PROGRAM) - RETIREES AGE 55 AND OVER ARE RECRUITED AS VOLUNTEERS TO SHARE THEIR VALUABLE EXPERIENCE AND SKILLS WITH NOT-FOR-PROFIT ORGANIZATIONS. VOLUNTEERS RECEIVE TRAINING, VOLUNTEER OPPORTUNITIES MATCHING THEIR SKILLS AND INTERESTS, TRANSPORTATION ASSISTANCE, RECOGNITION AND OTHER SUPPORT SERVICES.

    Expenses $82,572

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carolynn Friesch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wendy Gauss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Hanson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Christopher Hemsing

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kamaljit Jackson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tara Kaelber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Kessler

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Charmayne Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Troy Mahr

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Joseph Potente

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ron Tatum

    EXECUTIVE DIRECTOR

    Total calculated
    $120,647
    From this org
    $120,647
    From related orgs
    $0
    Other
    $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
7 November 2024
IRS schema version
2023v5.1
Source object
202443129349304054

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