Form 990 for tax year 2024

1e · Government grants (contributions)

$5,032,936

1f · All other contributions, gifts and grants

$224,931

2a · Program service revenue: GUARDIANSHIP

total $1,377,696 · related or exempt $1,377,696

2b · Program service revenue: HOMECARE FEES

total $979,133 · related or exempt $979,133

2c · Program service revenue: MANAGEMENT FEE

total $110,275 · related or exempt $110,275

3 · Investment income

total $152,737 · excluded $152,737

6a · Gross rents

real property $105,209

6c · Rental income or loss

real property $105,209

6d · Net rental income or loss

total $105,209 · excluded $105,209

7a · Gross sales of assets other than inventory

securities $6,731,907 · other assets $765,000

7b · Less cost or other basis and sales expenses

securities $6,418,649

7c · Gain or loss

securities $313,258 · other assets $765,000

7d · Net gain or loss

total $1,078,258 · excluded $1,078,258

11a · Other revenue: OTHER INCOME

total $15,804 · excluded $15,804

11e · Other revenue, total

$15,804

5 · Compensation of officers, directors and key employees

total $673,507 · program services $116,217 · management and general $525,371 · fundraising $31,919

7 · Other salaries and wages

total $4,773,900 · program services $4,635,673 · management and general $83,907 · fundraising $54,320

8 · Pension plan contributions

total $198,955 · program services $190,719 · management and general $4,716 · fundraising $3,520

9 · Other employee benefits

total $420,426 · program services $355,890 · management and general $40,853 · fundraising $23,683

10 · Payroll taxes

total $552,715 · program services $494,763 · management and general $51,109 · fundraising $6,843

11b · Fees: legal

total $32,074 · program services $26,192 · management and general $5,882

11c · Fees: accounting

total $59,900 · program services $18,251 · management and general $41,649

11g · Fees: other

total $78,871 · program services $27,562 · management and general $21,059 · fundraising $30,250

12 · Advertising and promotion

total $11,790 · program services $2,408 · management and general $9,382

13 · Office expenses

total $123,769 · program services $76,338 · management and general $46,180 · fundraising $1,251

14 · Information technology

total $153,858 · program services $102,956 · management and general $48,805 · fundraising $2,097

16 · Occupancy

total $394,647 · program services $292,904 · management and general $97,642 · fundraising $4,101

17 · Travel

total $21,036 · program services $20,215 · management and general $821

19 · Conferences, conventions and meetings

total $8,871 · program services $6,546 · management and general $2,325

22 · Depreciation, depletion and amortization

total $38,328 · program services $6,542 · management and general $31,786

23 · Insurance

total $196,085 · program services $157,986 · management and general $34,640 · fundraising $3,459

24a · Other expenses: DISCONTINUED PROGRAM EXP.

total $1,383,266 · program services $1,383,266

24b · Other expenses: PROGRAM EXPENSE

total $147,966 · program services $147,966

24c · Other expenses: MISCELLANEOUS

total $21,960 · program services $9,000 · management and general $12,690 · fundraising $270

24d · Other expenses: BAD DEBT EXP. (RECOVERY)

total -$38,893 · program services -$49,007 · management and general $10,114

1 · Cash, non-interest-bearing

beginning of year $200 · end of year $262,919

2 · Savings and temporary cash investments

beginning of year $1,087,199 · end of year $624,181

4 · Accounts receivable

beginning of year $2,813,470 · end of year $2,862,260

9 · Prepaid expenses and deferred charges

beginning of year $184,126 · end of year $155,457

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

$59,467

10b · Land, buildings and equipment: accumulated depreciation

$31,194

10c · Land, buildings and equipment, net

beginning of year $14,431 · end of year $28,273

11 · Investments: publicly traded securities

beginning of year $7,114,839 · end of year $6,789,915

15 · Other assets

beginning of year $1,026,994 · end of year $1,472,036

17 · Accounts payable and accrued expenses

beginning of year $1,338,873 · end of year $887,455

21 · Escrow or custodial account liability

end of year $746,845

25 · Other liabilities

beginning of year $982,838 · end of year $652,433

27 · Net assets without donor restrictions

beginning of year $9,783,494 · end of year $9,774,556

28 · Net assets with donor restrictions

beginning of year $136,054 · end of year $133,752