Form 990 for tax year 2023
Filed by WISCONSIN INSTITUTE FOR HEALTHY AGING INC.
Totals
- Total revenue
- $1,056,859
- Total expenses
- $895,574
- Contributions and grants received
- $864,897
- Grants paid
- $108,350
- Program service revenue
- $188,790
- Investment income
- $3,172
- Other revenue
- $0
- Total assets, end of year
- $984,387
- Total liabilities, end of year
- $126,227
- Net assets or fund balances, end of year
- $858,160
- Program services expenses (Part IX)
- $760,503
- Management and general expenses
- $115,534
- Fundraising expenses
- $19,537
- Program service expenses (Part III)
- $760,503
Program services were 84.9% 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
$400
-
1e · Government grants (contributions)
$593,915
-
1f · All other contributions, gifts and grants
$270,582
-
2a · Program service revenue: TRAINING INCOME
total $82,411 · related or exempt $82,411
-
2b · Program service revenue: LICENSE FEES
total $72,379 · related or exempt $72,379
-
2c · Program service revenue: HEALTHY AGING SUMMIT
total $34,000 · related or exempt $34,000
-
3 · Investment income
total $3,172 · excluded $3,172
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $103,700 · program services $103,700
-
2 · Grants to domestic individuals
total $4,650 · program services $4,650
-
5 · Compensation of officers, directors and key employees
total $102,469 · program services $90,173 · management and general $9,222 · fundraising $3,074
-
7 · Other salaries and wages
total $366,315 · program services $322,357 · management and general $32,968 · fundraising $10,990
-
8 · Pension plan contributions
total $8,158 · program services $7,179 · management and general $734 · fundraising $245
-
9 · Other employee benefits
total $45,656 · program services $40,177 · management and general $4,109 · fundraising $1,370
-
10 · Payroll taxes
total $40,871 · program services $35,966 · management and general $3,679 · fundraising $1,226
-
11c · Fees: accounting
total $50,659 · management and general $50,659
-
11d · Fees: lobbying
total $1,219 · program services $1,219
-
11g · Fees: other
total $14,944 · program services $13,150 · management and general $1,346 · fundraising $448
-
12 · Advertising and promotion
total $55,127 · program services $55,127
-
13 · Office expenses
total $17,790 · program services $12,451 · management and general $4,575 · fundraising $764
-
14 · Information technology
total $15,475 · program services $13,063 · management and general $2,067 · fundraising $345
-
15 · Royalties
total $3,139 · program services $3,139
-
16 · Occupancy
total $19,539 · program services $17,194 · management and general $1,759 · fundraising $586
-
17 · Travel
total $12,037 · program services $10,483 · management and general $1,229 · fundraising $325
-
19 · Conferences, conventions and meetings
total $14,267 · program services $13,880 · management and general $297 · fundraising $90
-
23 · Insurance
total $2,450 · program services $2,156 · management and general $220 · fundraising $74
-
24a · Other expenses: LICENSES
total $14,439 · program services $14,439
-
24b · Other expenses: BAD DEBT EXPENSE
total $2,670 · management and general $2,670
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $575,628 · end of year $330,857
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $395,529
-
3 · Pledges and grants receivable
beginning of year $101,500 · end of year $122,470
-
4 · Accounts receivable
beginning of year $62,904 · end of year $88,097
-
9 · Prepaid expenses and deferred charges
beginning of year $3,401 · end of year $5,449
-
10a · Land, buildings and equipment: cost or other basis
$10,012
-
10b · Land, buildings and equipment: accumulated depreciation
$10,012
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $74,853 · end of year $41,985
-
17 · Accounts payable and accrued expenses
beginning of year $45,905 · end of year $81,718
-
19 · Deferred revenue
beginning of year $350 · end of year $1,975
-
25 · Other liabilities
beginning of year $75,156 · end of year $42,534
-
27 · Net assets without donor restrictions
beginning of year $608,893 · end of year $659,208
-
28 · Net assets with donor restrictions
beginning of year $87,982 · end of year $198,952
Mission and programs · 2023
Mission
THE MISSION OF THE WISCONSIN INSTITUTE FOR HEALTHY AGING, INC. IS TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE AS THEY AGE. WE DO THIS BY DISSEMINATING EVIDENCE-BASED PROGRAMS AND PRACTICES AND BY ENGAGING IN COLLABORATIVE PUBLIC HEALTH STRATEGIES IN WISCONSIN AND BEYOND.WE ENVISION A CULTURE OF HEALTHY AGING THAT EMBRACES EQUITY, INDEPENDENCE, AND SELF-MANAGEMENT, AND THAT VALUES EVERY PERSON IN EVERY COMMUNITY.
Activities or mission (Part I)
TO PROVIDE EVIDENCE-BASED HEALTH PROMOTION AND PREVENTION FOR OLDER ADULTS.
-
RESEARCH AND TRAINING - THE INSTITUTE ORGANIZES AND CONDUCTS LEADER TRAININGS, SUPPORTS AND COACHES LEADERS, AND PURCHASES AND DISTRIBUTES MATERIALS NEEDED FOR LEADERS AND LEADER TRAININGS FOR SIX HIGH-LEVEL EVIDENCE BASED PROMOTION PROGRAMS: CHRONIC DISEASE SELF-MANAGEMENT PROGRAM (ENGLISH AND SPANISH), DIABETES SELF-MANAGEMENT PROGRAM (ENGLISH AND SPANISH), STEPPING ON, FALLS PREVENTION AND POWERFUL TOOLS FOR CAREGIVERS (ENGLISH AND SPANISH).
Expenses $760,503 · Grants $108,350 · Revenue $188,790
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Laverne JarosLAVERNE JAROS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Debbie PaavolaDEBBIE PAAVOLA
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Sharon QuinlanSHARON QUINLAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Darcy Vanden ElzenDARCY VANDEN ELZEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Devon ChristiansonDEVON CHRISTIANSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane Mahoney MDJANE MAHONEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John SchnablJOHN SCHNABL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia OfsteadCYNTHIA OFSTEAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary WolfMARY WOLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathon WeissJONATHON WEISS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Christine KlotzCHRISTINE KLOTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristin KrasnowskiKRISTIN KRASNOWSKI
EXECUTIVE DIRECTOR
- Total calculated
- $102,469
- From this org
- $88,547
- From related orgs
- $0
- Other
- $13,922
- 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
-
GENERAL SUPPORT
-
ARDC OF PORTAGE COUNTY INC
$10,000
GENERAL SUPPORT
-
MILWAUKEE COUNTY ADRC
$10,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
MARQUETTE COUNTY DEPT OF HUMAN SERVICES
$8,100
GENERAL SUPPORT
-
CITY OF DE PERE HEALTH DEPT
$8,000
GENERAL SUPPORT
-
CITY OF OSHKOSH
$7,555
GENERAL SUPPORT
-
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402479349301520
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