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← ATTIC ANGEL ASSOCIATION

Form 990 for tax year 2022

Filed by ATTIC ANGEL ASSOCIATION.

Totals

Total revenue
$980,836
Total expenses
$1,211,179
Contributions and grants received
$236,824
Grants paid
$233,379
Program service revenue
$168,138
Investment income
$482,829
Other revenue
$93,045
Total assets, end of year
$15,669,482
Total liabilities, end of year
$632,132
Net assets or fund balances, end of year
$15,037,350
Program services expenses (Part IX)
$908,263
Management and general expenses
$296,255
Fundraising expenses
$6,661
Program service expenses (Part III)
$908,263

Program services were 75.0% 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

    $69,872

  • 1f · All other contributions, gifts and grants

    $166,952

  • 1g · Noncash contributions included above

    $40,876

  • 2a · Program service revenue: MANAGEMENT SERVICES

    total $124,738 · related or exempt $124,738

  • 2b · Program service revenue: DUES REVENUE

    total $43,400 · related or exempt $43,400

  • 3 · Investment income

    total $222,310 · excluded $222,310

  • 6a · Gross rents

    real property $1,800

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,800

  • 6d · Net rental income or loss

    total $1,800 · excluded $1,800

  • 7a · Gross sales of assets other than inventory

    securities $2,614,551

  • 7b · Less cost or other basis and sales expenses

    securities $2,354,032

  • 7c · Gain or loss

    securities $260,519

  • 7d · Net gain or loss

    total $260,519 · excluded $260,519

  • 8a · Fundraising events: gross income

    $173,303

  • 8a · Fundraising events: contributions included on line 1c

    $69,872

  • 8b · Fundraising events: direct expenses

    $82,058

  • 8c · Net income from fundraising events

    total $91,245 · excluded $91,245

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $233,379 · program services $233,379

  • 5 · Compensation of officers, directors and key employees

    total $119,394 · program services $93,657 · management and general $24,903 · fundraising $834

  • 7 · Other salaries and wages

    total $466,797 · program services $366,173 · management and general $97,364 · fundraising $3,260

  • 8 · Pension plan contributions

    total $8,979 · program services $7,043 · management and general $1,873 · fundraising $63

  • 9 · Other employee benefits

    total $46,124 · program services $36,181 · management and general $9,621 · fundraising $322

  • 10 · Payroll taxes

    total $46,946 · program services $36,826 · management and general $9,792 · fundraising $328

  • 11b · Fees: legal

    total $22,854 · program services $17,927 · management and general $4,767 · fundraising $160

  • 11c · Fees: accounting

    total $264 · management and general $264

  • 11f · Fees: investment management

    total $50,099 · management and general $50,099

  • 12 · Advertising and promotion

    total $38,756 · program services $37,734 · management and general $1,022

  • 13 · Office expenses

    total $19,331 · program services $4,632 · management and general $14,699

  • 14 · Information technology

    total $21,169 · management and general $21,169

  • 16 · Occupancy

    total $27,752 · program services $14,228 · management and general $11,830 · fundraising $1,694

  • 17 · Travel

    total $2,891 · program services $685 · management and general $2,206

  • 20 · Interest

    total $2,262 · management and general $2,262

  • 22 · Depreciation, depletion and amortization

    total $53,157 · program services $53,157

  • 23 · Insurance

    total $18,099 · management and general $18,099

  • 24a · Other expenses: EQUIPMENT REPAIR

    total $6,886 · program services $6,641 · management and general $245

  • 24b · Other expenses: NEWSLETTER

    total $4,497 · management and general $4,497

  • 24c · Other expenses: CONTRACTED SERVICES

    total $3,327 · management and general $3,327

  • 24e · All other expenses

    total $18,216 · management and general $18,216

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $93,561 · end of year $34,289

  • 2 · Savings and temporary cash investments

    beginning of year $236,062 · end of year $184,551

  • 3 · Pledges and grants receivable

    beginning of year $80,000 · end of year $40,000

  • 4 · Accounts receivable

    beginning of year $149,230 · end of year $74,513

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,921 · end of year $4,500

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

    $2,990,350

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

    $852,103

  • 10c · Land, buildings and equipment, net

    beginning of year $2,190,859 · end of year $2,138,247

  • 11 · Investments: publicly traded securities

    beginning of year $13,670,073 · end of year $12,565,373

  • 13 · Investments: program-related

    beginning of year $500,000 · end of year $566,667

  • 15 · Other assets

    beginning of year $61,887 · end of year $61,342

  • 17 · Accounts payable and accrued expenses

    beginning of year $317,303 · end of year $321,188

  • 19 · Deferred revenue

    beginning of year $6,200 · end of year $9,540

  • 25 · Other liabilities

    beginning of year $324,249 · end of year $301,404

  • 27 · Net assets without donor restrictions

    beginning of year $16,337,641 · end of year $15,027,180

  • 28 · Net assets with donor restrictions

    beginning of year $7,200 · end of year $10,170

Mission and programs · 2022

Mission

ATTIC ANGEL ASSOCIATION IS A NOT-FOR-PROFIT, INDEPENDENT ORGANIZATION OF VOLUNTEERS WHO IMPROVE THE QUALITY OF LIFE WITHIN DANE COUNTY. MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS THROUGH VOLUNTEER AND FINANCIAL SUPPORT WITH SPECIAL CONCERN FOR CHILDREN AND THE ELDERLY. A MAJOR FOCUS IS ATTIC ANGEL COMMUNITY WHICH PROVIDES LIVING AND HEALTH CARE OPTION FOR OLDER ADULTS.

Activities or mission (Part I)

MEMBERS MEET HEALTH AND HUMAN SERVICE NEEDS WITH SPECIAL CONCERN FOR THE CHILDREN AND ELDERLY.

  • ATTIC ANGEL ASSOCIATION - THE ASSOCIATION HAS BEEN AN INDEPENDENT ORGANIZATION FOR OVER 130 YEARS AND CURRENTLY HAS 486 MEMBERS. MEMBERS IMPROVE THE QUALITY OF LIFE FOR APPROXIMATELY 11,000 DANE COUNTY CHILDREN AND ELDERLY THROUGH CONTRIBUTIONS OF TIME, TALENT, AND FINANCIAL RESOURCES.

    Expenses $878,320 · Grants $233,379 · Revenue $43,400

  • ATTIC ANGEL MANAGEMENT SERVICES, LLC PROVIDES MANAGEMENT SERVICES TO NONPROFIT SENIOR COMMUNITIES.

    Expenses $29,943 · Revenue $124,738

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

Listed in Part VII

  • Michele Joslyn

    CHAIR

    Total calculated
    $0
    Hours/week
    15 + 5 related

  • Patricia Schultz

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    15 + 2 related

  • Shannon Davidson

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    15 + 1 related

  • Cindy Zellers

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Joyce Behrend

    ASST. TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Claudia Brown

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Julie Reneau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cristina Barley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terry Mouchayleh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Uli Lake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meredith Degen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deb Dieter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Godfrey

    PRESIDENT/CEO

    Total calculated
    $165,739
    From this org
    $165,174
    From related orgs
    $0
    Other
    $565
    Hours/week
    15.2 + 24.8 related

    Schedule J breakdown matched by us

    Base
    $165,174
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $565
    Filer's total
    $165,739

  • John Kaiser

    CHIEF FINANCIAL OFFICER

    Total calculated
    $131,875
    From this org
    $130,572
    From related orgs
    $0
    Other
    $1,303
    Hours/week
    4 + 26 related

  • Michael Drescher

    IT DIRECTOR

    Total calculated
    $110,256
    From this org
    $103,355
    From related orgs
    $0
    Other
    $6,901
    Hours/week
    1 + 39 related

  • Cheryl Miller

    CHIEF ADMIN OFFICER - PART YEAR

    Total calculated
    $185,720
    From this org
    $170,514
    From related orgs
    $0
    Other
    $15,206
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $169,764
    Bonus
    $750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,206
    Filer's total
    $185,720

  • Kelly Dubois

    VP MARKETING & DEVELOPMENT

    Total calculated
    $109,403
    From this org
    $108,766
    From related orgs
    $0
    Other
    $637
    Hours/week
    20 + 20 related

  • Derek Buckley

    CHIEF OPERATIONAL OFFICER

    Total calculated
    $147,296
    From this org
    $146,533
    From related orgs
    $0
    Other
    $763
    Hours/week
    25 + 15 related

  • Mary Ann Drescher

    FORMER PRESIDENT

    Total calculated
    $115,480
    From this org
    $115,423
    From related orgs
    $0
    Other
    $57
    Hours/week
    15.2 + 24.8 related

    Schedule J breakdown matched by us

    Base
    $65,174
    Bonus
    $13,000
    Other
    $37,249
    Deferred
    $0
    Nontaxable benefits
    $57
    Filer's total
    $115,480

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
MARY ANN DRESCHER PARTICIPATED IN A 457(F) RETIREMENT PLAN. SHE RECEVIED A DEFERRED COMP PAYOUT OF $37,300 DURING THE YEAR. CHERYL MILLER, FORMER CHIEF ADMINISTRATIVE OFFICER, RECEIVED A SEVERANCE PACKAGE OF $39,513. MICHAEL DRESCHER, FORMER IT DIRECTOR, RECEIVED A SEVERANCE PACKAGE OF $13,791.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ATTIC ANGEL PLACE INC

    501(C)(3) · PROVIDE SENIOR LIVING SERVICES · WI · controlled entity

    Directly controlled by ATTIC ANGEL ASSOCATION

  • ATTIC ANGEL PRAIRIE POINT INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · WI · controlled entity

    Directly controlled by ATTIC ANGEL ASSOCATION

  • RIVERSONG INC

    501(C)(3) · SENIOR RESIDENT HOUSING SERVICES · WI · controlled entity

    Directly controlled by ATTIC ANGEL ASSOCATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ATTIC ANGEL MANAGEMENT SERVICES LLC

    SENIOR COMMUNITY MANAGEMENT SERVICES · WI · income $124,738 · assets $34,564

    Directly controlled by ATTIC ANGEL ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
16 November 2023
IRS schema version
2022v5.0
Source object
202343269349301154

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