Skip to content
Nonprofiteer
← SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC

Form 990 for tax year 2025

Filed by SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC.

Totals

Total revenue
$2,239,105
Total expenses
$1,970,729
Contributions and grants received
$2,077,193
Grants paid
$0
Program service revenue
$59,624
Investment income
$581
Other revenue
$101,707
Total assets, end of year
$825,707
Total liabilities, end of year
$86,358
Net assets or fund balances, end of year
$739,349
Program services expenses (Part IX)
$1,603,506
Management and general expenses
$252,038
Fundraising expenses
$115,185
Program service expenses (Part III)
$1,603,506

Program services were 81.4% 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.

  • 1c · Fundraising events

    $65,853

  • 1e · Government grants (contributions)

    $1,392,114

  • 1f · All other contributions, gifts and grants

    $619,226

  • 1g · Noncash contributions included above

    $172,808

  • 2a · Program service revenue: SENIOR CENTER PROGRAMM

    total $59,624 · related or exempt $59,624

  • 3 · Investment income

    total $581 · excluded $581

  • 6a · Gross rents

    real property $96,452

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $96,452

  • 6d · Net rental income or loss

    total $96,452 · related or exempt $96,452

  • 8a · Fundraising events: gross income

    $38,981

  • 8a · Fundraising events: contributions included on line 1c

    $65,853

  • 8b · Fundraising events: direct expenses

    $38,981

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $5,255 · related or exempt $5,255

  • 11e · Other revenue, total

    $5,255

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $148,587 · program services $127,908 · management and general $14,859 · fundraising $5,820

  • 7 · Other salaries and wages

    total $1,152,262 · program services $919,271 · management and general $163,346 · fundraising $69,645

  • 9 · Other employee benefits

    total $71,719 · program services $63,533 · management and general $2,830 · fundraising $5,356

  • 10 · Payroll taxes

    total $103,360 · program services $82,688 · management and general $12,890 · fundraising $7,782

  • 11c · Fees: accounting

    total $10,500 · management and general $10,500

  • 11g · Fees: other

    total $90,052 · program services $38,078 · management and general $34,282 · fundraising $17,692

  • 13 · Office expenses

    total $23,721 · program services $15,612 · management and general $2,911 · fundraising $5,198

  • 14 · Information technology

    total $11,972 · program services $11,735 · management and general $113 · fundraising $124

  • 17 · Travel

    total $13,833 · program services $13,556 · management and general $277

  • 19 · Conferences, conventions and meetings

    total $2,910 · program services $1,445 · management and general $1,448 · fundraising $17

  • 22 · Depreciation, depletion and amortization

    total $24,365 · program services $24,365

  • 23 · Insurance

    total $21,609 · program services $17,252 · management and general $2,637 · fundraising $1,720

  • 24a · Other expenses: DONATED GOODS

    total $172,808 · program services $172,203 · management and general $605

  • 24b · Other expenses: MAINTENANCE OF BLDG AND

    total $46,309 · program services $46,309

  • 24c · Other expenses: ACTIVITY EXPENSES

    total $39,707 · program services $37,760 · management and general $629 · fundraising $1,318

  • 24d · Other expenses: EQUIPMENT PURCHASES

    total $15,100 · program services $13,421 · management and general $1,275 · fundraising $404

  • 24e · All other expenses

    total $21,915 · program services $18,370 · management and general $3,436 · fundraising $109

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $188,101 · end of year $214,943

  • 2 · Savings and temporary cash investments

    beginning of year $77,099 · end of year $385,681

  • 3 · Pledges and grants receivable

    beginning of year $220,121 · end of year $190,372

  • 4 · Accounts receivable

    beginning of year $2,320 · end of year $2,043

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,311 · end of year $15,201

  • 10a · Land, buildings and equipment: cost or other basis

    $30,555

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,718

  • 10c · Land, buildings and equipment, net

    beginning of year $40,202 · end of year $15,837

  • 15 · Other assets

    beginning of year $0 · end of year $1,630

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,410 · end of year $76,648

  • 19 · Deferred revenue

    beginning of year $12,771 · end of year $9,710

  • 27 · Net assets without donor restrictions

    beginning of year $384,206 · end of year $692,497

  • 28 · Net assets with donor restrictions

    beginning of year $86,767 · end of year $46,852

Mission and programs · 2025

Mission

THE MISSION OF SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN IS TO PROVIDE OPPORTUNITIES AND SERVICES TO ADULTS 50 AND BETTER. WE HAVE BEEN IN EXISTENCE SINCE 2018, BUT THE FIVE SENIOR CENTERS WE MANAGE AND PROGRAMMING WE OVERSEE HAS PLAYED AN IMPORTANT ROLE IN MILWAUKEE COUNTY FOR OVER 40 YEARS. OUR PROGRAMMING INCORPORATES THE EIGHT DIMENSIONS OF WELLNESS - EMOTIONAL, PHYSICAL, OCCUPATIONAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, AND FINANCIAL. WE ALSO SERVE AS DINING SITES UNDER THE OLDER AMERICAN'S ACT FEDERAL PROGRAM TO HELP COMBAT FOOD INSECURITY. WE STRIVE TO PROVIDE PROACTIVE AND POSITIVE APPROACHES TO AGING AND HELP OLDER ADULTS MAINTAIN OPTIMAL HEALTH AND INDEPENDENCE FOR AS LONG AS POSSIBLE.

  • THE ORGANIZATION PROVIDED PROGRAMMING TO OLDER ADULTS, AGES 50 AND BETTER, THROUGH PROGRAMMING DESIGNED TO ENRICH THE LIVES OF THOSE INVOLVED. THE ORGANIZATION OPERATED 5 SENIOR CENTERS WHICH OFFER A PLACE TO SOCIALIZE, EXERCISE, AND PARTICIPATE IN CLASSES AND PROGRAMS. A DINING PROGRAM IS PROVIDED AT EACH OF THE SENIOR CENTERS OFFERING A DELICIOUS, NUTRITIOUS, AND BALANCED LUNCH. THE ORGANIZATION EMPOWERS OLDER ADULTS TO INCREASE INDEPENDENCE, MAKE AND MAINTAIN CONNECTIONS, AND ENHANCE WELL-BEING THROUGH ITS TECH CONNECT PROGRAM BY PROVIDING TECHNOLOGY DEVICE ACCESS AND TRAINING. THE ORGANIZATION COORDINATED ACTIVITY CHECK INS AND COLLABORATED WITH COMMUNITY PARTERS. THE ORGANIZATION ACCOMPLISHED THESE PROGRAMMING SERVICES WITH GRATITUDE FOR ITS STAFF AND SIGNIFICANT VOLUNTEER SERVICES.

    Expenses $1,603,506 · Revenue $161,331

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cathy Wood

    PART YEAR PRESIDENT/CEO

    Total calculated
    $59,607
    From this org
    $59,607
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Michael Vanblaricum

    PRESIDENT/CEO

    Total calculated
    $95,837
    From this org
    $76,246
    From related orgs
    $0
    Other
    $19,591
    Hours/week
    40

  • Jami Burrell

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Mares

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nita Farrow

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bridgette Frommell

    PART YEAR SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jim Sheridan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mindy Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Woodward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Joerrees

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Johnny Gardetto

    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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
21 September 2026
IRS schema version
2025v4.2
Source object
202632649349300113

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.