Totals
- Total revenue
- $1,772,890
- Total expenses
- $1,997,214
- Contributions and grants received
- $1,719,366
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $4,838
- Other revenue
- $48,686
- Total assets, end of year
- $1,217,356
- Total liabilities, end of year
- $265,433
- Net assets or fund balances, end of year
- $951,923
- Program services expenses (Part IX)
- $1,600,296
- Management and general expenses
- $245,479
- Fundraising expenses
- $151,439
- Program service expenses (Part III)
- $1,600,296
Program services were 80.1% 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.
-
1a · Federated campaigns
$184,554
-
1e · Government grants (contributions)
$970,622
-
1f · All other contributions, gifts and grants
$564,190
-
1g · Noncash contributions included above
$38,635
-
3 · Investment income
total $4,838 · excluded $4,838
-
8a · Fundraising events: gross income
$76,800
-
8b · Fundraising events: direct expenses
$28,114
-
8c · Net income from fundraising events
total $48,686 · excluded $48,686
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $180,212 · program services $142,800 · management and general $22,659 · fundraising $14,753
-
7 · Other salaries and wages
total $909,189 · program services $718,997 · management and general $108,876 · fundraising $81,316
-
9 · Other employee benefits
total $77,442 · program services $62,271 · management and general $13,167 · fundraising $2,004
-
10 · Payroll taxes
total $81,989 · program services $63,430 · management and general $11,843 · fundraising $6,716
-
11a · Fees: management
total $136,694 · program services $95,968 · management and general $33,944 · fundraising $6,782
-
11c · Fees: accounting
total $22,788 · program services $15,999 · management and general $5,659 · fundraising $1,130
-
11f · Fees: investment management
total $2,338 · management and general $2,338
-
11g · Fees: other
total $51,642 · program services $36,255 · management and general $12,824 · fundraising $2,563
-
13 · Office expenses
total $63,188 · program services $49,754 · management and general $2,435 · fundraising $10,999
-
14 · Information technology
total $94,906 · program services $68,019 · management and general $18,957 · fundraising $7,930
-
16 · Occupancy
total $147,038 · program services $126,876 · management and general $7,310 · fundraising $12,852
-
17 · Travel
total $20,613 · program services $19,326 · management and general $638 · fundraising $649
-
19 · Conferences, conventions and meetings
total $7,091 · program services $5,999 · management and general $871 · fundraising $221
-
20 · Interest
total $230 · management and general $230
-
22 · Depreciation, depletion and amortization
total $55,600 · program services $53,687 · management and general $1,005 · fundraising $908
-
23 · Insurance
total $13,826 · program services $12,511 · management and general $473 · fundraising $842
-
24a · Other expenses: PROGRAM EXPENSES
total $91,264 · program services $91,001 · management and general $63 · fundraising $200
-
24b · Other expenses: LOSS ON DISPOSAL
total $30,591 · program services $30,573 · management and general $18
-
24c · Other expenses: VOLUNTEER EXPENSE
total $4,272 · program services $4,162 · management and general $110
-
24d · Other expenses: MEMBERSHIP FEES
total $2,706 · program services $1,826 · management and general $750 · fundraising $130
-
24e · All other expenses
total $3,595 · program services $842 · management and general $1,309 · fundraising $1,444
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $339,929 · end of year $260,321
-
2 · Savings and temporary cash investments
beginning of year $166,898 · end of year $122,556
-
4 · Accounts receivable
beginning of year $348,050 · end of year $319,274
-
9 · Prepaid expenses and deferred charges
beginning of year $24,785 · end of year $25,035
-
10a · Land, buildings and equipment: cost or other basis
$312,845
-
10b · Land, buildings and equipment: accumulated depreciation
$241,463
-
10c · Land, buildings and equipment, net
beginning of year $93,465 · end of year $71,382
-
14 · Intangible assets
beginning of year $48,917 · end of year $0
-
15 · Other assets
beginning of year $397,246 · end of year $418,788
-
17 · Accounts payable and accrued expenses
beginning of year $118,768 · end of year $108,157
-
19 · Deferred revenue
beginning of year $2,781 · end of year $4,217
-
25 · Other liabilities
beginning of year $141,684 · end of year $153,059
-
27 · Net assets without donor restrictions
beginning of year $764,148 · end of year $534,489
-
28 · Net assets with donor restrictions
beginning of year $391,909 · end of year $417,434
Mission and programs · 2023
Mission
ENGAGING AND SUPPORTING SENIORS, ADULTS WITH DISABILITIES, AND FAMILY CAREGIVERS TO LEAD MEANINGFUL LIVES. SERVICE AREAS ARE MILWAUKEE COUNTY AND WAUKESHA COUNTY, WISCONSIN.
-
ENGAGING SENIORS: THE RETIRED AND SENIOR VOLUNTEER PROGRAM IN MILWAUKEE COUNTY AND WAUKESHA COUNTY IS PART OF A NATIONAL MOVEMENT OF AMERICORPS SENIOR PROGRAMS THAT ENGAGES ADULTS AGE 55+ TO RESPOND TO COMMUNITY NEEDS. ERAS MAINTAINS PARTNERSHIPS WITH SCHOOL DISTRICTS, GOVERNMENT AGENCIES, AND NONPROFIT ORGANIZATIONS TO IDENTIFY LOCAL NEEDS, AND DEVELOP HIGH-IMPACT, MEANINGFUL SERVICE OPPORTUNITIES FOR RSVP VOLUNTEERS. ANNUALLY OUR AGENCY PLACES 350 RETIRED AND SENIOR-AGE VOLUNTEERS IN TWO WAUKESHA COUNTY PUBLIC SCHOOL DISTRICTS TO PROVIDE ONE ON ONE TUTORING, SMALL GROUP ACTIVITIES, AND CLASSROOM SUPPORT IN PUBLIC SCHOOLS. WE MEASURE THE IMPACT OF THIS WORK THROUGH PRE-TESTS AND POST-TESTS OF STUDENTS WHO ARE IMPACTED BY THE VOLUNTEERS' EFFORTS, WITH THE DISTRICTS PROVIDING THE DATA TO SHOW THE GAINS MADE IN MATH, READING, WRITING, AND CRITICAL THINKING. SERVICE ACTIVITIES INCLUDE TUTORING SCHOOL CHILDREN, HELPING WITH MATH, ASSISTING IN CLASSROOMS, AND SERVING AS PEN PALS. SENIORS SUPPORT OTHER NONPROFIT AGENCIES BY SERVING AS PROGRAM ASSISTANTS, VOLUNTEERING AS DRIVERS, DELIVERING MEALS TO HOMEBOUND INDIVIDUALS, SERVING ON BOARDS OF DIRECTORS, AND HELPING AT FUNDRAISERS AND EDUCATIONAL EVENTS. IN MILWAUKEE COUNTY, RSVP VOLUNTEERS ASSIST SENIORS WHO NEED SUPPORT TO LIVE INDEPENDENTLY.
Expenses $228,642
-
SUPPORTING SENIORS: THE FAITH IN ACTION PROGRAM SUPPORTS THE GROWING NUMBER OF MILWAUKEE COUNTY AND WAUKESHA COUNTY SENIORS WHO DO NOT QUALIFY FOR GOVERNMENT ENTITLEMENT PROGRAMS, WHO LACK SUFFICIENT INCOME TO PURCHASE SERVICES, AND WHO DO NOT HAVE AN INFORMAL SUPPORT SYSTEM TO HELP WITH DAILY ACTIVITIES (GROCERY SHOPPING, TRANSPORTATION, HOME SAFETY PROJECTS, AND MANAGING FINANCES). SERVICES ARE OFFERED AT NO CHARGE TO SENIORS, HELPING THEM TO LIVE ON A FIXED INCOME. BY SUPPORTING SENIORS WHO HAVE NO OTHER OPTIONS FOR THEIR CARE, THE PROGRAM ASSISTS THEM IN LIVING MEANINGFUL LIVES. SERVICES PROVIDED BY TRAINED VOLUNTEERS ENSURE THAT EACH SENIOR HAS TIME NEEDED FOR COMPLETING TASKS WITHOUT CONCERN OF PAYING AN HOURLY FEE.
Expenses $961,688
-
MOBILITY: A PROGRAM HELPING SENIORS WITH TRANSPORTATION TO HEALTHCARE APPOINTMENTS, PHARMACIES, GROCERY STORES AND OTHER BASIC-NEED RIDES.
Expenses $288,887
-
COMMUNITY AWARENESS: THE S.T.O.P. SENIORS FRAUDS & SCAMS PROGRAMS BRINGS TIMELY INFORMATION TO SENIORS AND FAMILY CAREGIVERS TO HELP DECREASE VICTIMIZATION OF FRAUDS AND SCAMS. THE PROGRAM HAS PROVIDED PRESENTATIONS TO OVER 2,000 COMMUNITY MEMBERS SINCE ITS START IN 2016. PRESENTATION MODULES INCLUDE COMPUTER SCAMS, CAREGIVER SCAMS, FINANCIAL FRAUD, TELEMARKETING SCAMS, POWER OF ATTORNEY AND INVESTMENT SCAMS, AND CHARITY SCAMS.SUPPORTING FAMILY CAREGIVERS: ERAS IS CO-LEADING A MULTI-SECTOR INITIATIVE TO CREATE A HEALTHIER SYSTEM FOR FAMILY CAREGIVERS AND SENIORS. WITH FINANCIAL SUPPORT FROM THE ADVANCING HEALTHIER WISCONSIN ENDOWMENT, A PARTNERSHIP OF PUBLIC, PRIVATE, AND ACADEMIC SECTORS WILL IMPLEMENT STRATEGIES TO IDENTIFY FAMILY CAREGIVERS, PROVIDE TIMELY AND RELEVANT SUPPORT, AND SHARE INFORMATION BETWEEN ORGANIZATIONS.
Expenses $121,079
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Angela KingANGELA KING
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Shay SherfinskiSHAY SHERFINSKI
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michael KruseMICHAEL KRUSE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Glen ChobanGLEN CHOBAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Rachael BushRACHAEL BUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Megan DabolsMEGAN DABOLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James KlauckJAMES KLAUCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rev Raymond MonkREV RAYMOND MONK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cindy RobinsonCINDY ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pam PaulsonPAM PAULSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott ShaverSCOTT SHAVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SodoJENNIFER SODO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen GaleKATHLEEN GALE
FORMER EXECUTIVE DIR.
- Total calculated
- $20,385
- From this org
- $20,385
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Sandra AmmermanSANDRA AMMERMAN
ASSOCIATE DIRECTOR
- Total calculated
- $87,769
- From this org
- $76,275
- From related orgs
- $0
- Other
- $11,494
- Hours/week
- 40
-
Darryl AndersonDARRYL ANDERSON
EXECUTIVE DIR.
- Total calculated
- $83,552
- From this org
- $62,089
- From related orgs
- $0
- Other
- $21,463
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402369349301005
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.