Totals
- Total revenue
- $128,045
- Total expenses
- $126,314
- Contributions and grants received
- $7,505
- Grants paid
- $0
- Program service revenue
- $115,787
- Investment income
- $4,753
- Other revenue
- $0
- Total assets, end of year
- $402,191
- Total liabilities, end of year
- -$51,036
- Net assets or fund balances, end of year
- $453,227
- Program services expenses (Part IX)
- $28,567
- Management and general expenses
- $97,747
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $28,567
Program services were 22.6% 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.
-
1f · All other contributions, gifts and grants
$7,505
-
2a · Program service revenue: Assist indigent citizen
total $115,787 · related or exempt $115,787
-
3 · Investment income
total $7,740 · excluded $7,740
-
7a · Gross sales of assets other than inventory
securities $81,125
-
7b · Less cost or other basis and sales expenses
securities $84,112
-
7c · Gain or loss
securities -$2,987
-
7d · Net gain or loss
total -$2,987 · excluded -$2,987
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $58,245 · management and general $58,245
-
7 · Other salaries and wages
total $36,002 · program services $19,350 · management and general $16,652
-
10 · Payroll taxes
total $7,726 · program services $1,600 · management and general $6,126
-
11c · Fees: accounting
total $2,080 · management and general $2,080
-
11f · Fees: investment management
total $3,602 · management and general $3,602
-
12 · Advertising and promotion
total $2,223 · program services $2,136 · management and general $87
-
13 · Office expenses
total $5,132 · management and general $5,132
-
16 · Occupancy
total $2,754 · management and general $2,754
-
17 · Travel
total $3,514 · program services $3,454 · management and general $60
-
19 · Conferences, conventions and meetings
total $482 · management and general $482
-
23 · Insurance
total $1,672 · management and general $1,672
-
24a · Other expenses: Professional Dues
total $695 · management and general $695
-
24b · Other expenses: COIN Taxes Pd to Ohio
total $100 · management and general $100
-
24e · All other expenses
total $2,087 · program services $2,027 · management and general $60
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $56,136 · end of year $22,644
-
2 · Savings and temporary cash investments
end of year $35,000
-
4 · Accounts receivable
beginning of year -$829 · end of year -$2,081
-
10a · Land, buildings and equipment: cost or other basis
$1,635
-
10b · Land, buildings and equipment: accumulated depreciation
$1,635
-
11 · Investments: publicly traded securities
beginning of year $396,724 · end of year $346,628
-
17 · Accounts payable and accrued expenses
beginning of year $535 · end of year $110
-
19 · Deferred revenue
end of year -$51,146
-
31 · Retained earnings, endowment or other funds
beginning of year $451,496 · end of year $453,227
Mission and programs · 2022
Mission
Due to the growing needs of the elderly and disabled in the community, the purpose and mission of this corporation is to assist with the provision and/or coordination of guardianship and case management services for those indigent persons subject to or in need of guardianship
-
In 2022, 63 new cases were processed and a total of 68 guardians were trained. At the time of the tax filing, there were 160 active cases and 75 active guardians.
Expenses $28,567 · Revenue $115,787
As filed on the 2022 return.
Listed in Part VII
-
Daniel R Griffith
Chair Person
- Total calculated
- $0
- Hours/week
- 1
-
M Dana Gamill
Member
- Total calculated
- $0
- Hours/week
- 1
-
Sheila Campbell
Member
- Total calculated
- $0
- Hours/week
- 1
-
John Frank
Member
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline Mahland
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Connie Calhoun
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis Mussina
Member
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Pastore
Executive Director
- Total calculated
- $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
- 2022
- Filed
- 20 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311519349300701
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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