Form 990 for tax year 2023
Filed by SUPPORT OUR AGING RELIGIOUS INC SOAR.
Totals
- Total revenue
- $6,982,524
- Total expenses
- $5,953,535
- Contributions and grants received
- $6,288,646
- Grants paid
- $3,641,925
- Program service revenue
- $0
- Investment income
- $693,878
- Other revenue
- $0
- Total assets, end of year
- $8,866,026
- Total liabilities, end of year
- $15,827
- Net assets or fund balances, end of year
- $8,850,199
- Program services expenses (Part IX)
- $5,684,607
- Management and general expenses
- $111,041
- Fundraising expenses
- $157,887
- Program service expenses (Part III)
- $5,684,607
Program services were 95.5% 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
$31,127
-
1c · Fundraising events
$402,812
-
1f · All other contributions, gifts and grants
$5,854,707
-
3 · Investment income
total $693,878 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$134,017
-
8a · Fundraising events: contributions included on line 1c
$402,812
-
8b · Fundraising events: direct expenses
$134,017
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,641,925 · program services $3,641,925
-
7 · Other salaries and wages
total $639,163 · program services $572,050 · management and general $41,546 · fundraising $25,567
-
8 · Pension plan contributions
total $32,521 · program services $29,106 · management and general $2,114 · fundraising $1,301
-
9 · Other employee benefits
total $63,946 · program services $57,232 · management and general $4,156 · fundraising $2,558
-
10 · Payroll taxes
total $26,096 · program services $23,356 · management and general $1,696 · fundraising $1,044
-
11c · Fees: accounting
total $30,000 · program services $30,000 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $11,370 · program services $11,370 · management and general $0 · fundraising $0
-
13 · Office expenses
total $2,880 · program services $2,578 · management and general $187 · fundraising $115
-
14 · Information technology
total $63,216 · program services $56,578 · management and general $4,109 · fundraising $2,529
-
16 · Occupancy
total $108,716 · program services $97,300 · management and general $7,067 · fundraising $4,349
-
17 · Travel
total $35,444 · program services $31,722 · management and general $2,305 · fundraising $1,417
-
19 · Conferences, conventions and meetings
total $22,722 · program services $22,722 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $8,944 · program services $0 · management and general $8,944 · fundraising $0
-
23 · Insurance
total $1,715 · program services $1,535 · management and general $111 · fundraising $69
-
24a · Other expenses: Bank charges
total $25,973 · program services $23,246 · management and general $1,688 · fundraising $1,039
-
24b · Other expenses: Contracted services
total $36,339 · program services $26,915 · management and general $0 · fundraising $9,424
-
24c · Other expenses: Merchant card fees
total $29,402 · program services $26,315 · management and general $1,911 · fundraising $1,176
-
24d · Other expenses: Dues and subscriptions
total $9,912 · program services $8,872 · management and general $644 · fundraising $396
-
24e · All other expenses
total $1,163,251 · program services $1,021,785 · management and general $34,563 · fundraising $106,903
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $697,225 · end of year $449,616
-
2 · Savings and temporary cash investments
beginning of year $7,086,821 · end of year $8,358,376
-
3 · Pledges and grants receivable
beginning of year $0
-
4 · Accounts receivable
beginning of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $355 · end of year $1,063
-
10a · Land, buildings and equipment: cost or other basis
$72,533
-
10b · Land, buildings and equipment: accumulated depreciation
$40,562
-
10c · Land, buildings and equipment, net
beginning of year $40,915 · end of year $31,971
-
15 · Other assets
beginning of year $25,000 · end of year $25,000
-
17 · Accounts payable and accrued expenses
beginning of year $29,106 · end of year $15,827
-
27 · Net assets without donor restrictions
beginning of year $5,562,363 · end of year $7,576,452
-
28 · Net assets with donor restrictions
beginning of year $2,258,847 · end of year $1,273,747
Mission and programs · 2023
Mission
Help assure financially stable and secure futures for elderly and frail members of Catholic religious congregations.
-
Financial assistance was provided to retired religious clergy and other retired members of Catholic religious orders.
Expenses $5,684,607
As filed on the 2023 return.
Listed in Part VII
-
Kathleen A Curran
Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Deborah N Dunham
Vice Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Mary Lynn Shanahan
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Mathias W Winter
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Lunsmann
President
- Total calculated
- $0
- Hours/week
- 40
-
Molly Corbett
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tyrone Davis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lucas Swanepoel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lauren R Nunez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrew C Ryan
Director
- Total calculated
- $0
- Hours/week
- 1
-
James O'Neill
Director
- Total calculated
- $0
- Hours/week
- 1
-
Megan Rousanville
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael J Coppotelli
Director
- Total calculated
- $0
- Hours/week
- 1
-
John F McCauley
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
- 2023
- Filed
- 22 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349309807
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