Totals
- Total revenue
- $2,869,563
- Total expenses
- $2,891,284
- Contributions and grants received
- $2,374,418
- Grants paid
- $1,673,119
- Program service revenue
- $165,502
- Investment income
- $25,134
- Other revenue
- $304,509
- Total assets, end of year
- $1,203,305
- Total liabilities, end of year
- $156,772
- Net assets or fund balances, end of year
- $1,046,533
- Program services expenses (Part IX)
- $2,633,999
- Management and general expenses
- $168,299
- Fundraising expenses
- $88,986
- Program service expenses (Part III)
- $2,633,999
Program services were 91.1% 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.
-
1c · Fundraising events
$28,410
-
1e · Government grants (contributions)
$43,356
-
1f · All other contributions, gifts and grants
$2,302,652
-
1g · Noncash contributions included above
$1,623,825
-
2a · Program service revenue: Guardianship fees
total $165,502 · related or exempt $165,502
-
3 · Investment income
total $5,695 · excluded $5,695
-
7a · Gross sales of assets other than inventory
securities $129,443
-
7b · Less cost or other basis and sales expenses
securities $110,004
-
7c · Gain or loss
securities $19,439
-
7d · Net gain or loss
total $19,439 · excluded $19,439
-
8a · Fundraising events: gross income
$381,610
-
8a · Fundraising events: contributions included on line 1c
$28,410
-
8b · Fundraising events: direct expenses
$82,904
-
8c · Net income from fundraising events
total $298,706 · excluded $298,706
-
10a · Gross sales of inventory
$38,440
-
10b · Cost of goods sold
$32,637
-
10c · Net income from sales of inventory
total $5,803 · related or exempt $5,803
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,673,119 · program services $1,673,119
-
5 · Compensation of officers, directors and key employees
total $77,902 · program services $23,371 · management and general $23,371 · fundraising $31,160
-
7 · Other salaries and wages
total $611,035 · program services $511,275 · management and general $85,581 · fundraising $14,179
-
9 · Other employee benefits
total $72,492 · program services $52,195 · management and general $13,773 · fundraising $6,524
-
10 · Payroll taxes
total $60,635 · program services $38,070 · management and general $9,758 · fundraising $12,807
-
11g · Fees: other
total $32,889 · program services $29,589 · management and general $1,300 · fundraising $2,000
-
12 · Advertising and promotion
total $4,431 · program services $4,431
-
13 · Office expenses
total $99,282 · program services $72,518 · management and general $17,869 · fundraising $8,895
-
14 · Information technology
total $23,418 · program services $37 · management and general $12,593 · fundraising $10,788
-
16 · Occupancy
total $155,676 · program services $155,676
-
17 · Travel
total $16,697 · program services $16,697
-
19 · Conferences, conventions and meetings
total $5,304 · program services $5,304
-
22 · Depreciation, depletion and amortization
total $20,040 · program services $13,353 · management and general $4,054 · fundraising $2,633
-
23 · Insurance
total $14,004 · program services $14,004
-
24a · Other expenses: Program supplies
total $21,467 · program services $21,467
-
24b · Other expenses: Outings and activities
total $2,893 · program services $2,893
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $173,250 · end of year $278,178
-
2 · Savings and temporary cash investments
beginning of year $6,172 · end of year $178,921
-
4 · Accounts receivable
beginning of year $61,561 · end of year $73,040
-
8 · Inventories for sale or use
beginning of year $952,393 · end of year $519,694
-
9 · Prepaid expenses and deferred charges
beginning of year $5,387 · end of year $8,150
-
10a · Land, buildings and equipment: cost or other basis
$161,108
-
10b · Land, buildings and equipment: accumulated depreciation
$114,119
-
10c · Land, buildings and equipment, net
beginning of year $67,032 · end of year $46,989
-
11 · Investments: publicly traded securities
beginning of year $257,312
-
15 · Other assets
beginning of year $25,075 · end of year $98,333
-
17 · Accounts payable and accrued expenses
beginning of year $85,773 · end of year $72,767
-
19 · Deferred revenue
end of year $11,251
-
25 · Other liabilities
beginning of year $20,054 · end of year $72,754
-
27 · Net assets without donor restrictions
beginning of year $1,427,869 · end of year $1,036,963
-
28 · Net assets with donor restrictions
beginning of year $14,486 · end of year $9,570
Mission and programs · 2023
Mission
To provide services to those who are physically and/or developmentally disabled and their families, including guardianships, assessments, referrals, education, and provision of medical equipment
-
2,475 people received medical and mobility equipment. 478 friends with disabilities and caregivers attended social and fellowship events. Services were provided to 43 guardianship clients.
Expenses $2,633,999 · Grants $1,673,119 · Revenue $171,305
As filed on the 2023 return.
Listed in Part VII
-
Dan Coppin
Chair & Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Jere Meyer
Vice Chair
- Total calculated
- $0
- Hours/week
- 3
-
Mary Klug
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Patrick Hicks
Member at large
- Total calculated
- $0
- Hours/week
- 2
-
Paul Jeganathan
Member at large
- Total calculated
- $0
- Hours/week
- 2
-
Mike Oldham
Member at large
- Total calculated
- $0
- Hours/week
- 2
-
Gina Oldham
Member at large
- Total calculated
- $0
- Hours/week
- 2
-
Doug Thomas
Member at large
- Total calculated
- $0
- Hours/week
- 2
-
Brenne Schario
Executive Director
- Total calculated
- $77,901
- From this org
- $77,901
- From related orgs
- $0
- Other
- $0
- 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
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433129349302158
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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