Totals
- Total revenue
- $245,930
- Total expenses
- $325,504
- Contributions and grants received
- $245,224
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $706
- Other revenue
- $0
- Total assets, end of year
- $83,582
- Total liabilities, end of year
- $56,771
- Net assets or fund balances, end of year
- $26,811
- Program services expenses (Part IX)
- $299,811
- Management and general expenses
- $10,617
- Fundraising expenses
- $15,076
- Program service expenses (Part III)
- $299,811
Program services were 92.1% 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.
-
1c · Fundraising events
$48,842
-
1f · All other contributions, gifts and grants
$196,382
-
3 · Investment income
total $706 · excluded $706
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$48,842
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $60,041 · program services $60,041
-
7 · Other salaries and wages
total $69,786 · program services $69,786
-
10 · Payroll taxes
total $9,342 · program services $9,342
-
11b · Fees: legal
total $3,588 · management and general $3,588
-
11g · Fees: other
total $19,500 · program services $19,500
-
12 · Advertising and promotion
total $37,724 · program services $37,724
-
13 · Office expenses
total $1,787 · management and general $1,787
-
14 · Information technology
total $27,496 · program services $23,372 · management and general $4,124
-
17 · Travel
total $3,057 · program services $3,057
-
19 · Conferences, conventions and meetings
total $594 · program services $594
-
20 · Interest
total $1,721 · program services $1,721
-
22 · Depreciation, depletion and amortization
total $441 · program services $441
-
23 · Insurance
total $1,433 · program services $315 · management and general $1,118
-
24a · Other expenses: CONTRACT LABOR
total $21,130 · program services $21,130
-
24b · Other expenses: LICENSES AND SOFTWARE
total $18,952 · program services $18,952
-
24c · Other expenses: EVENT
total $15,076 · fundraising $15,076
-
24d · Other expenses: PRINTING
total $5,814 · program services $5,814
-
24e · All other expenses
total $28,022 · program services $28,022
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $105,950 · end of year $82,895
-
2 · Savings and temporary cash investments
beginning of year $5,913
-
10a · Land, buildings and equipment: cost or other basis
$2,700
-
10b · Land, buildings and equipment: accumulated depreciation
$2,013
-
10c · Land, buildings and equipment, net
beginning of year $1,128 · end of year $687
-
17 · Accounts payable and accrued expenses
beginning of year $6,606 · end of year $6,846
-
24 · Unsecured notes and loans payable
end of year $49,925
-
27 · Net assets without donor restrictions
beginning of year $106,385 · end of year $26,811
Mission and programs · 2024
Mission
WE PROVIDE PERSONALIZED FINANCIAL COACHING AND EDUCATION TO HELP THE NEWLY WIDOWED GAIN CLARITY, CONFIDENCE, AND PEACE OF MIND.
Activities or mission (Part I)
WE HELP NEW WIDOWS AND WIDOWERS NAVIGATE THE FINANCIAL TRAUMA OF LOSS THROUGH FINANCIAL COACHING AND EDUCATION.
-
AWARENESS: WE USE ALL FORMS OF ADVERTISING AND MARKETING TO PROMOTE OUR SERVICES TO WIDOWS, POTENTIAL VOLUNTEERS, AND MEMBERS OF OUR COMMUNITY.
Expenses $97,534
-
FINANCIAL COACHING/EDUCATION: WE PROVIDE FINANCIAL COACHING TO WIDOWS AND WIDOWERS SO THAT THEY CAN LEARN WHAT THEY DON'T KNOW, MAKE GOOD FINANCIAL DECISIONS, AND TAKE CONTROL OF THEIR FINANCIAL WELLNESS.
Expenses $117,571
-
MISELLANEOUS SERVICES SUCH AS RESOURCE CENTER, TECHNOLOGY, AND OTHER SUPPORT SERVICES IN CONNECTION TO THE ORGANIZATION'S MISSION.
Expenses $84,706
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Eric KirsteERIC KIRSTE
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Tammy BlockTAMMY BLOCK
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Jo NelsonJO NELSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Mark StorozumMARK STOROZUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tracy RichterTRACY RICHTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Christopher BentleyCHRISTOPHER BENTLEY
EXECUTIVE DIRECTOR
- Total calculated
- $60,041
- From this org
- $60,041
- From related orgs
- $0
- Other
- $0
- Hours/week
- 25
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
- 2024
- Filed
- 10 June 2025
- IRS schema version
- 2024v5.1
- Source object
- 202521759349301557
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