Totals
- Total revenue
- $194,362
- Total expenses
- $217,828
- Contributions and grants received
- $71,843
- Grants paid
- $0
- Program service revenue
- $2,659
- Investment income
- $44,843
- Other revenue
- $75,017
- Total assets, end of year
- $1,239,335
- Total liabilities, end of year
- $94,645
- Net assets or fund balances, end of year
- $1,144,690
- Program services expenses (Part IX)
- $115,892
- Management and general expenses
- $60,929
- Fundraising expenses
- $41,007
- Program service expenses (Part III)
- $115,892
Program services were 53.2% 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.
-
1b · Membership dues
$37,200
-
1c · Fundraising events
$26,140
-
1f · All other contributions, gifts and grants
$8,503
-
2a · Program service revenue: PROGRAM EVENT FEES
total $2,659 · related or exempt $2,659
-
3 · Investment income
total $36,584 · excluded $36,584
-
7a · Gross sales of assets other than inventory
securities $40,000
-
7b · Less cost or other basis and sales expenses
securities $31,741
-
7c · Gain or loss
securities $8,259
-
7d · Net gain or loss
total $8,259 · excluded $8,259
-
8a · Fundraising events: gross income
$101,114
-
8a · Fundraising events: contributions included on line 1c
$26,140
-
8b · Fundraising events: direct expenses
$27,362
-
8c · Net income from fundraising events
total $73,752
-
11a · Other revenue: OTHER INCOME
total $1,265 · excluded $1,265
-
11e · Other revenue, total
$1,265
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $83,000 · program services $51,460 · management and general $10,790 · fundraising $20,750
-
7 · Other salaries and wages
total $37,603 · program services $22,881 · management and general $5,334 · fundraising $9,388
-
10 · Payroll taxes
total $10,068 · program services $6,208 · management and general $1,343 · fundraising $2,517
-
11c · Fees: accounting
total $19,569 · management and general $19,569
-
12 · Advertising and promotion
total $1,585 · program services $960 · fundraising $625
-
13 · Office expenses
total $4,490 · program services $714 · management and general $3,776
-
14 · Information technology
total $5,228 · program services $1,337 · management and general $3,891
-
16 · Occupancy
total $30,909 · program services $19,061 · management and general $4,121 · fundraising $7,727
-
17 · Travel
total $82 · management and general $82
-
22 · Depreciation, depletion and amortization
total $883 · management and general $883
-
23 · Insurance
total $9,368 · program services $300 · management and general $9,068
-
24a · Other expenses: PROGRAM EXPENSES
total $12,222 · program services $12,222
-
24b · Other expenses: JANITORIAL SERVICES
total $1,417 · management and general $1,417
-
24c · Other expenses: BANK AND CREDIT CARD FEES
total $829 · program services $749 · management and general $80
-
24d · Other expenses: DUES AND MEMBERSHIP
total $575 · management and general $575
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,335 · end of year $55,855
-
3 · Pledges and grants receivable
beginning of year $48,553 · end of year $150
-
9 · Prepaid expenses and deferred charges
beginning of year $1,164 · end of year $5,475
-
10a · Land, buildings and equipment: cost or other basis
$10,634
-
10b · Land, buildings and equipment: accumulated depreciation
$9,977
-
10c · Land, buildings and equipment, net
beginning of year $822 · end of year $657
-
11 · Investments: publicly traded securities
beginning of year $1,048,725 · end of year $1,117,221
-
15 · Other assets
end of year $59,977
-
17 · Accounts payable and accrued expenses
beginning of year $4,096 · end of year $26,359
-
19 · Deferred revenue
end of year $7,400
-
25 · Other liabilities
end of year $60,886
-
27 · Net assets without donor restrictions
beginning of year $1,104,503 · end of year $1,144,690
Mission and programs · 2022
Mission
OUR MISSION IS TO HELP SENIORS IN OUR LOCAL COMMUNITIES LIVE CONFIDENTLY AND INDEPENDENTLY AT HOME BY PROVIDING A VARIETY OF ENGAGING ACTIVITIES AND USEFUL SERVICES, SUPPORT AND INFORMATION.
-
COORDINATION OF PROGRAM AND SERVICES TO MEMBERS INCLUDING TRIPS TO VARIOUS CULTURAL EVENTS.
Expenses $115,892 · Revenue $2,659
As filed on the 2022 return.
Listed in Part VII
-
Grace GilmerGRACE GILMER
EXECUTIVE DI
- Total calculated
- $83,000
- From this org
- $83,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Carol GodfreyCAROL GODFREY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Stephen WagnerSTEPHEN WAGNER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 5
-
Susan SalernoSUSAN SALERNO
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Joan C ToffolonJOAN C TOFFOLON
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Maryanne DennistonMARYANNE DENNISTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brenna Sheenan MayerBRENNA SHEENAN MAYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathryn Katie NagleKATHRYN KATIE NAGLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Katie PrainoKATIE PRAINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michelle SchoulderMICHELLE SCHOULDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Schatze ThorpSCHATZE THORP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Peter C ThorpPETER C THORP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kerry WalshKERRY WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Barbara WhiteBARBARA WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
William W ZambelliWILLIAM W ZAMBELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349309660
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