Skip to content
Nonprofiteer
← WAKULLA SENIOR CITIZENS COUNCIL INC

Form 990 for tax year 2023

Filed by WAKULLA SENIOR CITIZENS COUNCIL INC.

Totals

Total revenue
$2,178,368
Total expenses
$2,443,521
Contributions and grants received
$1,355,698
Grants paid
$35
Program service revenue
$730,281
Investment income
$15,744
Other revenue
$76,645
Total assets, end of year
$3,387,777
Total liabilities, end of year
$1,381,130
Net assets or fund balances, end of year
$2,006,647
Program services expenses (Part IX)
$2,320,975
Management and general expenses
$122,546
Fundraising expenses
$0
Program service expenses (Part III)
$2,320,975

Program services were 95.0% 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

    $16,196

  • 1e · Government grants (contributions)

    $1,210,792

  • 1f · All other contributions, gifts and grants

    $128,710

  • 2a · Program service revenue: BSAS INCOME

    total $382,961 · related or exempt $382,961

  • 2b · Program service revenue: WAKULLA TRACE APARTMEN

    total $347,320 · related or exempt $347,320

  • 3 · Investment income

    total $17,495 · excluded $17,495

  • 7a · Gross sales of assets other than inventory

    other assets $500

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

    other assets $2,251

  • 7c · Gain or loss

    other assets -$1,751

  • 7d · Net gain or loss

    total -$1,751 · excluded -$1,751

  • 8a · Fundraising events: gross income

    $63,268

  • 8b · Fundraising events: direct expenses

    $10,890

  • 8c · Net income from fundraising events

    total $52,378 · excluded $52,378

  • 10a · Gross sales of inventory

    $27,471

  • 10b · Cost of goods sold

    $3,277

  • 10c · Net income from sales of inventory

    total $24,194 · excluded $24,194

  • 11a · Other revenue: OTHER INCOME

    total $73 · excluded $73

  • 11e · Other revenue, total

    $73

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $35 · program services $35

  • 5 · Compensation of officers, directors and key employees

    total $76,697 · program services $71,200 · management and general $5,497

  • 7 · Other salaries and wages

    total $860,143 · program services $798,502 · management and general $61,641

  • 8 · Pension plan contributions

    total $5,226 · program services $4,851 · management and general $375

  • 9 · Other employee benefits

    total $52,599 · program services $47,583 · management and general $5,016

  • 10 · Payroll taxes

    total $65,706 · program services $60,997 · management and general $4,709

  • 11a · Fees: management

    total $28,210 · program services $28,210

  • 11b · Fees: legal

    total $6,669 · program services $350 · management and general $6,319

  • 11c · Fees: accounting

    total $94,124 · program services $94,124

  • 12 · Advertising and promotion

    total $3,423 · program services $3,423

  • 13 · Office expenses

    total $39,516 · program services $33,543 · management and general $5,973

  • 14 · Information technology

    total $30,639 · program services $26,022 · management and general $4,617

  • 16 · Occupancy

    total $208,368 · program services $195,881 · management and general $12,487

  • 17 · Travel

    total $313 · program services $313

  • 20 · Interest

    total $75,657 · program services $75,343 · management and general $314

  • 22 · Depreciation, depletion and amortization

    total $260,620 · program services $259,445 · management and general $1,175

  • 23 · Insurance

    total $77,121 · program services $74,499 · management and general $2,622

  • 24a · Other expenses: TRANSPORTATION

    total $436,323 · program services $436,323

  • 24b · Other expenses: MEALS EXPENSE

    total $68,485 · program services $68,485

  • 24c · Other expenses: TELECOMUNICATION EXPENS

    total $17,751 · program services $17,751

  • 24d · Other expenses: WORKERS COMP INSURANCE.

    total $17,396 · program services $17,396

  • 24e · All other expenses

    total $18,500 · program services $6,699 · management and general $11,801

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $693,194 · end of year $641,304

  • 2 · Savings and temporary cash investments

    beginning of year $104,700 · end of year $326,040

  • 3 · Pledges and grants receivable

    beginning of year $355,126 · end of year $155,685

  • 4 · Accounts receivable

    end of year $11,754

  • 7 · Other notes and loans receivable

    beginning of year $10,955

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,158 · end of year $56,806

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

    $5,500,113

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

    $3,329,130

  • 10c · Land, buildings and equipment, net

    beginning of year $2,352,814 · end of year $2,170,983

  • 12 · Investments: other securities

    beginning of year $41,576

  • 14 · Intangible assets

    end of year $11,669

  • 15 · Other assets

    beginning of year $12,475 · end of year $13,536

  • 17 · Accounts payable and accrued expenses

    beginning of year $81,182 · end of year $200,636

  • 19 · Deferred revenue

    end of year $1,162

  • 23 · Secured mortgages and notes payable

    beginning of year $20,916 · end of year $1,154,292

  • 25 · Other liabilities

    beginning of year $1,169,526 · end of year $25,040

  • 27 · Net assets without donor restrictions

    beginning of year $2,093,511 · end of year $1,814,247

  • 28 · Net assets with donor restrictions

    beginning of year $219,863 · end of year $192,400

Mission and programs · 2023

Mission

THE OLDER AMERICAN ACT IS A FEDERAL GRANT ESTABLISHED IN 1995 NTO PROVIDE COMPREHENSIVE SERVICES TO OLDER ADULTS. WE PROVIDE A LARGE RANGE OF SERVICES SUCH AS HOT LUNCHES, RECREATION ACTIVITIES, PROVIDE SOCIAL INTERACTIONS, MEAL ASSISTANCE PROGRAMS, ELDER FRAUD AND PREVENTION SEMINARS, MEDICAID/MEDICARE COUNSELING, HEALTH/NUTRITION SCREENINGS, TAX COUNSELING, AND MORE. OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES AND CAREGIVERS THROUGH EDUCATION AND SUPPORT.

Activities or mission (Part I)

TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES AND CAREGIVERS THROUGH EDUCATION AND SUPPORT.

  • ELDER CARE PROGRAMS CONSISTS OF PREPARATION AND SERVING OF HOT LUNCHES, PROVIDING HOME DELIVERED MEALS, PROVIDING SOCIAL INTERACTIONS, EDUCATIONAL WORKSHOPS, OUTREACH THROUGH TELEPHONE REASSURANCES AND ASSESSMENTS, IN-HOME HEALTH CARE FOR HOMEMAKING AND COMPANIONSHIP, PROVDING RESPITE FOR CAREGIVERS THROUGH THE ALZHEIMERS DISEASE INITIATIVE AND PERSONAL CARE.

    Expenses $570,407 · Grants $35

  • TRANSPORTATION SERVICES PROVIDES TRANSPORTATION TO THE RESIDENTS OF WAKULLA COUNTY WHO WOULD OTHERWISE NOT HAVE TRANSPORTATION TO LIFE SUSTAINING NEEDS SUCH AS MEDICAL APPOINTMENTS, BANKING, EMPLOYMENT, GROCERY, SHOPPING, GOVERNMENT SERVICES, LEGAL SERVICES, AND EDUCATION.

    Expenses $1,020,805

  • BEFORE SCHOOL/AFTER SCHOOL PROGRAM PROVIDES A SERVICE THAT IS STRUCTURED, SAFE, AFFORDABLY PRICED, AND BALANCED WITH A FUN FRIENDLY ATMOSPHERE GEARED TOWARD CHILDREN. THIS PROGRAM ALLOWS US TO PROVIDE OUR PARENTS PEACE OF MIND WHILE AT WORK. WE ARE DEDICATED TO ACHIEVING THIS MISSION. DAILY ACTIVITIES INCLUDE HOMEWORK TIME, OUTSIDE ACTIVITIES, MOVIES, ELECTRONICS, CRAFTS, AND MORE.

    Expenses $289,247 · Revenue $382,961

  • CONSISTENT WITH THE CHARITABLE MISSION OF WAKULLA COUNTY SENIOR CITIZENS COUNCIL, INC. THE ORGANIZATION PROVIDES DECENT, SAFE, AND AFFORDABLE HOUSING FACILITIES FOR SENIOR CITIZENS OF LOW AND VERY LOW INCOME. WAKULLA TRACE APARTMENTS ARE SPECIFICALLY DESIGNED FOR THOSE 62 YEARS OF AGE OR OLDER, HANDICAP/DISABLED REGARDLESS OF AGE.

    Expenses $440,516 · Revenue $347,320

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Shuff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tonya Hobby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Chris Russell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Julie Gaby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Al Pasini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sue Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mary Wallace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Honorable Quincee Messersmith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Peggy Mackin

    HONORARY EMERITUS

    Total calculated
    $0
    Hours/week
    5

  • Marva Preston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jim Davis

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Pat Dunn Patterson

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Denise Colangelo

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Mavis McDaniel Ed Jan - July

    EXECUTIVE DIRECTOR

    Total calculated
    $47,486
    From this org
    $47,486
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Megan Smith

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Jackie Lawhon

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Lara Edward July - Dec

    EXECUTIVE DIRECTOR

    Total calculated
    $29,021
    From this org
    $29,021
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WAKULLA SENIOR LIVING LLC

    INVESTMENT HOLDING · FL · income -$12,606 · assets $102,393

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WAKULLA TRACE APARTMENTS LTD

    MULTI-UNIT RENTAL PROPERTY OPERATIONS · FL · 0.01% owned · share of income -$4 · share of assets $188 · general or managing partner

    Directly controlled by WAKULLA SENIOR LIVING LLC

Provenance

Return type
form_990
Tax year
2023
Filed
18 November 2024
IRS schema version
2023v5.1
Source object
202423259349300247

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.