Form 990 for tax year 2023
Filed by COALITION OF WISCONSIN AGING GROUP INCORPORATED.
Totals
- Total revenue
- $327,103
- Total expenses
- $367,759
- Contributions and grants received
- $326,024
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $1,079
- Total assets, end of year
- $89,378
- Total liabilities, end of year
- $27,809
- Net assets or fund balances, end of year
- $61,569
- Program services expenses (Part IX)
- $270,242
- Management and general expenses
- $64,651
- Fundraising expenses
- $32,866
- Program service expenses (Part III)
- $270,242
Program services were 73.5% 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.
-
1b · Membership dues
$40
-
1e · Government grants (contributions)
$155,582
-
1f · All other contributions, gifts and grants
$170,402
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Misc Income
total $1,079 · related or exempt $1,079
-
11e · Other revenue, total
$1,079
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $125,876 · program services $100,701 · management and general $12,588 · fundraising $12,587
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $115,049 · program services $108,849 · management and general $6,200
-
8 · Pension plan contributions
total $4,073 · program services $3,552 · management and general $315 · fundraising $206
-
9 · Other employee benefits
total $8,100 · program services $7,063 · management and general $626 · fundraising $411
-
10 · Payroll taxes
total $18,771 · program services $16,369 · management and general $1,450 · fundraising $952
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $16,700 · management and general $16,700
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $11,080 · management and general $11,080
-
12 · Advertising and promotion
total $16,750 · fundraising $16,750
-
13 · Office expenses
total $7,996 · program services $3,359 · management and general $4,442 · fundraising $195
-
14 · Information technology
total $15,644 · program services $13,642 · management and general $1,209 · fundraising $793
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,464 · program services $2,149 · management and general $190 · fundraising $125
-
17 · Travel
total $2,438 · program services $2,126 · management and general $188 · fundraising $124
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,784 · management and general $2,784
-
20 · Interest
total $777 · management and general $777
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,435 · program services $4,739 · management and general $420 · fundraising $276
-
24a · Other expenses: EQUIPMENT RENTAL
total $8,822 · program services $7,693 · management and general $682 · fundraising $447
-
24b · Other expenses: BAD DEBT
total $5,000 · management and general $5,000
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $33,217 · end of year $49,832
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $55,112 · end of year $38,276
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,713 · end of year $1,270
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $71,593 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $35,170 · end of year $4,076
-
24 · Unsecured notes and loans payable
beginning of year $24,240 · end of year $23,733
-
27 · Net assets without donor restrictions
beginning of year $102,225 · end of year $61,569
Mission and programs · 2023
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.
-
a. 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. b. 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. c. 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.
Expenses $270,242
As filed on the 2023 return.
Listed in Part VII
-
Rob Gundermann
President
- Total calculated
- $125,876
- From this org
- $118,306
- From related orgs
- $0
- Other
- $7,570
- Hours/week
- 40
-
Sara Buscher
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Diane Smith
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Lorraine Randal
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Joan Christopherson Schmidt
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Nino Amato
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deb Constien
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
- 29 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433039349302808
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