Form 990 for tax year 2022
Filed by ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY.
Totals
- Total revenue
- $3,830,685
- Total expenses
- $3,821,633
- Contributions and grants received
- $3,634,079
- Grants paid
- $0
- Program service revenue
- $99,822
- Investment income
- $19,835
- Other revenue
- $76,949
- Total assets, end of year
- $5,473,773
- Total liabilities, end of year
- $2,056,983
- Net assets or fund balances, end of year
- $3,416,790
- Program services expenses (Part IX)
- $3,299,974
- Management and general expenses
- $376,498
- Fundraising expenses
- $145,161
- Program service expenses (Part III)
- $3,299,974
Program services were 86.3% 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)
$1,021,145
-
1f · All other contributions, gifts and grants
$2,612,934
-
2a · Program service revenue: MISC EVENTS/PROGRAMS
total $81,366 · related or exempt $81,366
-
2b · Program service revenue: NEWSLETTER
total $18,456 · related or exempt $18,456
-
3 · Investment income
total $19,835 · related or exempt $19,835
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$86,682
-
8b · Fundraising events: direct expenses
$9,733
-
8c · Net income from fundraising events
total $76,949 · excluded $76,949
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,511,852 · program services $1,298,681 · management and general $143,626 · fundraising $69,545
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $164,691 · program services $135,926 · management and general $21,119 · fundraising $7,646
-
10 · Payroll taxes
total $167,035 · program services $143,483 · management and general $15,868 · fundraising $7,684
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $46,609 · program services $35,190 · management and general $6,991 · fundraising $4,428
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $4,298 · management and general $4,298
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $40,111 · program services $37,449 · management and general $2,242 · fundraising $420
-
13 · Office expenses
total $63,742 · program services $17,500 · management and general $42,745 · fundraising $3,497
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $73,595 · program services $55,564 · management and general $11,039 · fundraising $6,992
-
17 · Travel
total $66,622 · program services $65,118 · management and general $593 · fundraising $911
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $5,169 · program services $3,100 · management and general $2,069
-
20 · Interest
total $69,083 · program services $46,351 · management and general $16,901 · fundraising $5,831
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $132,350 · program services $114,483 · management and general $14,559 · fundraising $3,308
-
23 · Insurance
total $47,199 · program services $41,330 · management and general $3,662 · fundraising $2,207
-
24a · Other expenses: CONTRACT SERVICES
total $845,419 · program services $799,991 · management and general $45,428
-
24b · Other expenses: SUPPLIES
total $367,280 · program services $357,251 · management and general $9,442 · fundraising $587
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $61,296 · program services $52,042 · management and general $5,789 · fundraising $3,465
-
24d · Other expenses: Printing and Publications
total $54,417 · program services $44,138 · management and general $1,756 · fundraising $8,523
-
24e · All other expenses
total $100,865 · program services $52,377 · management and general $28,371 · fundraising $20,117
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,053,325 · end of year $1,013,645
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $58,806 · end of year $72,526
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $59,428 · end of year $53,147
-
9 · Prepaid expenses and deferred charges
beginning of year $6,652 · end of year $6,561
-
10a · Land, buildings and equipment: cost or other basis
$4,847,073
-
10b · Land, buildings and equipment: accumulated depreciation
$1,501,042
-
10c · Land, buildings and equipment, net
beginning of year $3,447,344 · end of year $3,346,031
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $23,757 · end of year $22,105
-
15 · Other assets
beginning of year $907,492 · end of year $959,758
-
23 · Secured mortgages and notes payable
beginning of year $1,055,407 · end of year $967,372
-
24 · Unsecured notes and loans payable
beginning of year $149,800 · end of year $149,800
-
25 · Other liabilities
beginning of year $931,796 · end of year $939,811
-
27 · Net assets without donor restrictions
beginning of year $3,061,887 · end of year $3,046,088
-
28 · Net assets with donor restrictions
beginning of year $357,914 · end of year $370,702
Mission and programs · 2022
Mission
TO PROVIDE EFFECTIVE SERVICES AND LEAD COLLABORATIVE EFFORTS TO ENSURE SENIORS REMAIN INDEPENDENT WITH THE HIGHEST POSSIBLE QUALITY OF LIFE
-
INFORMATION AND ASSISTANCE SERVICES PROVIDED TO SENIORS AND PHSICALLY DISABLED ADULTS THAT EDUCATE INDIVIDUALS ON THE MAZE OF AVAILABLE LONG-TERM CARE SOLUTIONS AND PUBLIC BENEFIT RESOURCES COVERING PUBLIC BENEFITS, MEDICARE AND MEDICAID, ENERGY ASSISTANCE, HOMEOWNER/RENTER TAX CREDITS, AND FOOD STAMP PROGRAMS.
Expenses $1,751,852 · Revenue $118,278
-
PROVIDED HOME DELIVERY SERVICES, CONGREGATE MEAL SERVICE, AND RESOURCE CENTER SERVICES
Expenses $1,353,728
-
TRANSPORTATION SERVICES TO SENIORS PROVIDING INDIVIDUAL TRANSPORTATION FOR MEDICAL SERVICES, GROCERY SHOPPING, AND OTHER NEEDS OF INDEPENDENTLY LIVING SENIORS
Expenses $194,394
As filed on the 2022 return.
Listed in Part VII
-
JON STEPANEK
Director
- Total calculated
- $0
- Hours/week
- 1
-
DUANE LOKEN
President
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN MACY
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
BEN MCKEE
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
COLE CATLIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
SUE DEVRIES
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEANNE GATES
Director
- Total calculated
- $0
- Hours/week
- 2
-
BRIAN MCHUGH
Director
- Total calculated
- $0
- Hours/week
- 1
-
HEATHER HIRSCH
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN SIDER
Director
- Total calculated
- $0
- Hours/week
- 2
-
KALYN BRIGGS
Director
- Total calculated
- $0
- Hours/week
- 1
-
PAM HOFFERBER
Director
- Total calculated
- $0
- Hours/week
- 1
-
LINDA ROERS
Director
- Total calculated
- $0
- Hours/week
- 1
-
DON JONES
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
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
- 202411359349312231
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