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← SENIOR COMPANION FUND

Form 990 for tax year 2022

Filed by SENIOR COMPANION FUND.

Totals

Total revenue
$185,598
Total expenses
$109,446
Contributions and grants received
$13,564
Grants paid
$81,933
Program service revenue
$0
Investment income
$172,034
Other revenue
$0
Total assets, end of year
$1,563,902
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,563,902
Program services expenses (Part IX)
$92,273
Management and general expenses
$17,173
Fundraising expenses
$0
Program service expenses (Part III)
$92,273

Program services were 84.3% 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.

  • 1f · All other contributions, gifts and grants

    $13,564

  • 3 · Investment income

    total $17,792 · excluded $17,792

  • 7a · Gross sales of assets other than inventory

    securities $620,097

  • 7b · Less cost or other basis and sales expenses

    securities $465,855

  • 7c · Gain or loss

    securities $154,242

  • 7d · Net gain or loss

    total $154,242 · excluded $154,242

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $81,933 · program services $81,933

  • 11c · Fees: accounting

    total $2,689 · management and general $2,689

  • 11f · Fees: investment management

    total $6,929 · management and general $6,929

  • 13 · Office expenses

    total $5,176 · management and general $5,176

  • 24a · Other expenses: Companion Recruitment

    total $10,340 · program services $10,340

  • 24b · Other expenses: Fees

    total $2,265 · management and general $2,265

  • 24c · Other expenses: Foreign tax expense

    total $114 · management and general $114

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $957,461 · end of year $168,622

  • 2 · Savings and temporary cash investments

    beginning of year $7,228 · end of year $7,234

  • 11 · Investments: publicly traded securities

    beginning of year $787,819 · end of year $1,388,046

  • 27 · Net assets without donor restrictions

    beginning of year $1,752,508 · end of year $1,563,902

Mission and programs · 2022

Mission

The Senior Companion Fund's purpose is to provide support services to elderly and adult individuals with special needs directly or through other non-profit organizations. These individuals receive support from volunteers who provide in-home companionship and assistance with daily activities.

Activities or mission (Part I)

To provide support services to the elderly.

  • In 2022, 22,471.75 hours of charitable in-home services were provided to frail adult clients.

    Expenses $92,273 · Grants $81,933

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mike Sauers

    Chair (Through March 2022)

    Total calculated
    $0
    Hours/week
    0.1

  • Deborah Docken

    Vice Chair/Chair eff. April 2022

    Total calculated
    $0
    Hours/week
    0.1

  • John Tranberg

    Treasurer

    Total calculated
    $0
    Hours/week
    0.1

  • Barbara Wetrosky

    Secretary

    Total calculated
    $0
    Hours/week
    0.1

  • Corey Camp

    Director/Vice Chair eff. April 2022

    Total calculated
    $0
    Hours/week
    0.1

  • Sandra Clemens

    Director eff. March 2022

    Total calculated
    $0
    Hours/week
    0.1

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

Provenance

Return type
form_990
Tax year
2022
Filed
23 March 2023
IRS schema version
2022v5.0
Source object
202300839349300020

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