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← SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC

Form 990 for tax year 2022

Filed by SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC.

Totals

Total revenue
$1,530,623
Total expenses
$1,612,185
Contributions and grants received
$1,349,016
Grants paid
$0
Program service revenue
$105,979
Investment income
$56
Other revenue
$75,572
Total assets, end of year
$576,345
Total liabilities, end of year
$68,902
Net assets or fund balances, end of year
$507,443
Program services expenses (Part IX)
$1,359,369
Management and general expenses
$142,337
Fundraising expenses
$110,479
Program service expenses (Part III)
$1,359,369

Program services were 84.3% 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.

  • 1e · Government grants (contributions)

    $1,017,634

  • 1f · All other contributions, gifts and grants

    $331,382

  • 1g · Noncash contributions included above

    $21,004

  • 2a · Program service revenue: SENIOR CENTER PROGRAMM

    total $105,979 · related or exempt $105,979

  • 3 · Investment income

    total $56 · excluded $56

  • 6a · Gross rents

    real property $58,233

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $58,233

  • 6d · Net rental income or loss

    total $58,233 · related or exempt $58,233

  • 8a · Fundraising events: gross income

    $8,750

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $8,750 · excluded $8,750

  • 11a · Other revenue: MISCELLANEOUS

    total $8,589 · related or exempt $8,589

  • 11e · Other revenue, total

    $8,589

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $210,717 · program services $181,133 · management and general $20,001 · fundraising $9,583

  • 7 · Other salaries and wages

    total $898,087 · program services $769,318 · management and general $87,693 · fundraising $41,076

  • 9 · Other employee benefits

    total $85,034 · program services $75,687 · management and general $5,708 · fundraising $3,639

  • 10 · Payroll taxes

    total $83,171 · program services $71,270 · management and general $8,102 · fundraising $3,799

  • 11c · Fees: accounting

    total $7,450 · program services $6,450 · management and general $1,000

  • 11g · Fees: other

    total $68,381 · program services $22,933 · management and general $5,572 · fundraising $39,876

  • 12 · Advertising and promotion

    total $12,811 · program services $8,878 · management and general $1,950 · fundraising $1,983

  • 13 · Office expenses

    total $22,875 · program services $13,936 · management and general $2,501 · fundraising $6,438

  • 14 · Information technology

    total $8,823 · program services $8,371 · management and general $452

  • 17 · Travel

    total $4,225 · program services $3,672 · management and general $456 · fundraising $97

  • 19 · Conferences, conventions and meetings

    total $4,438 · program services $2,190 · management and general $1,946 · fundraising $302

  • 22 · Depreciation, depletion and amortization

    total $2,119 · program services $2,119

  • 23 · Insurance

    total $14,582 · program services $12,474 · management and general $1,216 · fundraising $892

  • 24a · Other expenses: EQUIPMENT PURCHASES

    total $57,902 · program services $54,288 · management and general $3,488 · fundraising $126

  • 24b · Other expenses: ACTIVITY EXPENSES

    total $48,707 · program services $46,831 · fundraising $1,876

  • 24c · Other expenses: MAINTENANCE OF BLDG AND

    total $41,287 · program services $40,904 · management and general $383

  • 24d · Other expenses: DONATED EQUIPMENT

    total $21,004 · program services $21,004

  • 24e · All other expenses

    total $20,572 · program services $17,911 · management and general $1,869 · fundraising $792

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,863 · end of year $92,292

  • 2 · Savings and temporary cash investments

    beginning of year $299,581 · end of year $362,227

  • 3 · Pledges and grants receivable

    beginning of year $150,000

  • 4 · Accounts receivable

    beginning of year $58,736 · end of year $51,422

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,807 · end of year $32,880

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

    $39,643

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

    $2,119

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $37,524

  • 17 · Accounts payable and accrued expenses

    beginning of year $48,193 · end of year $59,600

  • 19 · Deferred revenue

    beginning of year $6,789 · end of year $9,302

  • 27 · Net assets without donor restrictions

    beginning of year $158,159 · end of year $241,564

  • 28 · Net assets with donor restrictions

    beginning of year $430,846 · end of year $265,879

Mission and programs · 2022

Mission

THE MISSION OF SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN IS TO PROVIDE OPPORTUNITIES AND SERVICES TO ADULTS 50 AND BETTER. WE HAVE BEEN IN EXISTENCE SINCE 2018, BUT THE FIVE SENIOR CENTERS WE MANAGE AND PROGRAMMING WE OVERSEE HAS PLAYED AN IMPORTANT ROLE IN MILWAUKEE COUNTY FOR OVER 40 YEARS. OUR PROGRAMMING INCORPORATES THE EIGHT DIMENSIONS OF WELLNESS - EMOTIONAL, PHYSICAL, OCCUPATIONAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, AND FINANCIAL. WE ALSO SERVE AS DINING SITES UNDER THE OLDER AMERICAN'S ACT FEDERAL PROGRAM TO HELP COMBAT FOOD INSECURITY. WE STRIVE TO PROVIDE PROACTIVE AND POSITIVE APPROACHES TO AGING AND HELP OLDER ADULTS MAINTAIN OPTIMAL HEALTH AND INDEPENDENCE FOR AS LONG AS POSSIBLE.

  • IN 2022, WE SERVED 5,798 INDIVIDUALS AGED 50 OR BETTER IN THE MILWAUKEE COUNTY AREA. WE FACILITATED 150,003 ACTIVITY CHECK INS, 8,539 WELLNESS CALLS, AND SERVED 48,043 MEALS. WE COLLABORATED WITH 72 COMMUNITY PARTNERS AND ARE THANKFUL FOR THE 249 VOLUNTEERS WHO PROVIDED 22,703 HOURS OF SERVICE.

    Expenses $1,359,369 · Revenue $172,801

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mindy Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jordan Luhr

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Mares

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bridgette Frommell

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jami Burrell

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Johnny Gardetto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Sheridan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Stauber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Woodward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cathy Wood

    PRESIDENT/CEO

    Total calculated
    $128,413
    From this org
    $103,975
    From related orgs
    $0
    Other
    $24,438
    Hours/week
    40

  • Jodi Bauer

    CFO

    Total calculated
    $82,304
    From this org
    $76,411
    From related orgs
    $0
    Other
    $5,893
    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
2022
Filed
29 September 2023
IRS schema version
2022v5.0
Source object
202302729349301305

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