Totals
- Total revenue
- $90,704
- Total expenses
- $62,742
- Contributions and grants received
- $0
- Grants paid
- $25,000
- Program service revenue
- $0
- Investment income
- $90,459
- Other revenue
- $245
- Total assets, end of year
- $2,611,232
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,611,232
- Program services expenses (Part IX)
- $25,000
- Management and general expenses
- $37,742
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $25,000
Program services were 39.8% 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.
-
3 · Investment income
total $90,459 · excluded $90,459
-
11a · Other revenue: MISCELLANEOUS
total $245 · excluded $245
-
11e · Other revenue, total
$245
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $25,000 · program services $25,000
-
11b · Fees: legal
total $7,045 · management and general $7,045
-
11c · Fees: accounting
total $9,163 · management and general $9,163
-
11f · Fees: investment management
total $19,072 · management and general $19,072
-
13 · Office expenses
total $459 · management and general $459
-
23 · Insurance
total $1,453 · management and general $1,453
-
24a · Other expenses: MISCELLANEOUS
total $550 · management and general $550
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $27,341 · end of year $8,964
-
9 · Prepaid expenses and deferred charges
beginning of year $651 · end of year $715
-
12 · Investments: other securities
beginning of year $2,513,907 · end of year $2,601,553
-
27 · Net assets without donor restrictions
beginning of year $2,541,899 · end of year $2,611,232
Mission and programs · 2023
Mission
TO ASSIST LOW-INCOME ELDERLY PERSONS TO LIVE WITH DIGNITY, INDEPENDENCE, AND SECURITY BY PROVIDING SERVICES AND SUPPORT, AND SPONSORING AND ENCOURAGING PROGRAMS AND ACTIVITIES FOR THE ADVANCEMENT OF THEIR HEALTH AND GENERAL WELFARE.
-
TO ASSIST LOW-INCOME ELDERLY PERSONS TO LIVE WITH DIGNITY, INDEPENDENCE, AND SECURITY BY PROVIDING SERVICES AND SUPPORT, AND SPONSORING AND ENCOURAGING PROGRAMS AND ACTIVITIES FOR THE ADVANCEMENT OF THEIR HEALTH AND GENERAL WELFARE.
Expenses $25,000 · Grants $25,000
As filed on the 2023 return.
Listed in Part VII
-
Patricia D GormanPATRICIA D GORMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sandra Lins StokerSANDRA LINS STOKER
VICE PRESIDENT, SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly Duhamel-MurrayKIMBERLY DUHAMEL-MURRAY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Julia DavisJULIA DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lori RichardsonLORI RICHARDSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alan YergerALAN YERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert SiposROBERT SIPOS
BOARD MEMBER
- 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
-
OPERATING GRANT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402749349300115
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