Form 990 for tax year 2022
Filed by COALITION OF WISCONSIN AGING GROUP INCORPORATED.
Totals
- Total revenue
- $395,847
- Total expenses
- $334,778
- Contributions and grants received
- $395,694
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $2
- Other revenue
- $151
- Total assets, end of year
- $161,635
- Total liabilities, end of year
- $59,410
- Net assets or fund balances, end of year
- $102,225
- Program services expenses (Part IX)
- $289,408
- Management and general expenses
- $35,443
- Fundraising expenses
- $9,927
- Program service expenses (Part III)
- $289,408
Program services were 86.4% 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
$105
-
1e · Government grants (contributions)
$334,107
-
1f · All other contributions, gifts and grants
$61,482
-
3 · Investment income
total $2 · excluded $2
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $151 · related or exempt $151
-
11e · Other revenue, total
$151
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $98,058 · program services $87,069 · management and general $6,594 · fundraising $4,395
-
7 · Other salaries and wages
total $89,555 · program services $79,519 · management and general $6,022 · fundraising $4,014
-
8 · Pension plan contributions
total $6,300 · program services $5,594 · management and general $424 · fundraising $282
-
9 · Other employee benefits
total $10,125 · program services $8,990 · management and general $681 · fundraising $454
-
10 · Payroll taxes
total $16,933 · program services $15,035 · management and general $1,139 · fundraising $759
-
11c · Fees: accounting
total $13,600 · management and general $13,600
-
11d · Fees: lobbying
total $1,425 · program services $1,425
-
11g · Fees: other
total $6,069 · program services $5,000 · management and general $1,069
-
12 · Advertising and promotion
total $69,348 · program services $69,348
-
13 · Office expenses
total $1,968 · program services $1,569 · management and general $399
-
14 · Information technology
total $563 · program services $563
-
16 · Occupancy
total $1,979 · program services $1,979
-
17 · Travel
total $1,676 · program services $1,676
-
19 · Conferences, conventions and meetings
total $600 · program services $600
-
20 · Interest
total $777 · management and general $777
-
23 · Insurance
total $2,767 · program services $858 · management and general $1,889 · fundraising $20
-
24a · Other expenses: TELEPHONE AND INTERNET
total $6,614 · program services $4,424 · management and general $2,190
-
24b · Other expenses: SUBSCRIPTIONS
total $2,645 · program services $2,216 · management and general $429
-
24c · Other expenses: LICENSES AND REGISTRATION
total $1,713 · program services $1,401 · management and general $312
-
24d · Other expenses: EQUIPMENT AND RENTAL
total $1,221 · program services $1,632 · management and general -$411
-
24e · All other expenses
total $842 · program services $510 · management and general $329 · fundraising $3
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $71,763 · end of year $33,217
-
4 · Accounts receivable
beginning of year $11,513 · end of year $55,112
-
9 · Prepaid expenses and deferred charges
beginning of year $105 · end of year $1,713
-
15 · Other assets
beginning of year $33,372 · end of year $71,593
-
17 · Accounts payable and accrued expenses
beginning of year $50,850 · end of year $35,170
-
24 · Unsecured notes and loans payable
beginning of year $24,747 · end of year $24,240
-
27 · Net assets without donor restrictions
beginning of year $41,156 · end of year $102,225
Mission and programs · 2022
Mission
CWAG IS A NONPROFIT, NONPARTISAN, STATEWIDE ORGANIZATION, WITH A MISSION TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES THROUGH INTERGENERATIONAL UNDERSTANDING AND LEADERSHIP DEVEOPMENT, PUBLIC EDUCATION, AND LEGAL AND LEGISLATIVE ADVOCACY, AND PUBLIC POLICY DEVELOPMENT.
-
ELDER FINANCIAL EMPOWERMENT PROJECT PROVIDES INFORMATION, ADVOCACY, REFERRAL, AND CIVIL LEGAL SERVICES TO SENIOR VICTIMS OF FINANCIAL ABUSE. IT ALSO PROVIDED PERSONAL CONSUMER CREDIT ADVOCACY TO RESPOND TO CONSUMER PROBLEMS CAUSED BY FINANCIAL EXPLOITATION OF THE ELDERLY.
Expenses $289,408
-
HEALTH AND GENERAL ADVOCACY PROVIDES STATE AND FEDERAL LEGISLATIVE ADVOCACY INFORMATION ON HEALTH ISSUES INCLUDING SUPPORTING THE AFFORDABLE CARES ACT, PRESERVING AND ENHANCING WISCONSIN'S SENIORCARE PRESCRIPTION DRUG PROGRAM AND OTHER PRESCRIPTION DRUG ISSUES AND VACCINATION INFORMATION. ALSO, FINANCIAL EXPLOITATION ISSUES INCLUDING BETTER ENFORCEMENT OF EXISTING LAWS AGAINST FINANCIAL CRIMES AGAINST SENIORS, SUCH AS IDENTITY THEFT, PREDITORY LENDING, AND POWER OF ATTORNEY ABUSE.
-
CWAG IS A NONPROFIT, NONPARTISAN, STATEWIDE ORGANIZATION, WITH A MISSION TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES THROUGH INTERGENERATIONAL UNDERSTANDING AND LEADERSHIP DEVELOPMENT, PUBLIC EDUCATION, LEGAL AND LEGISLATIVE ADVOCACY, AND PUBLIC POLICY DEVELOPMENT. GRANTS COMPRISE A PORTION OF OUR REVENUES AND OUR FUNDS ARE USED ACCORDING TO EACH GRANT PARAMETERS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ROBERT GUNDERMANN
PRESIDENT
- Total calculated
- $98,058
- From this org
- $98,058
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
SARA BUSCHER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DIANE SMITH
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DORA JEAN BLAHA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRAD PAUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOAN CHRISTOPHERSON SCHMIDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY J AMOTO
TRUSTEE
- 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
- 1 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333109349301223
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