Totals
- Total revenue
- $12,383,634
- Total expenses
- $12,435,768
- Contributions and grants received
- $11,212,804
- Grants paid
- $777,968
- Program service revenue
- $918,540
- Investment income
- $258,529
- Other revenue
- -$6,239
- Total assets, end of year
- $15,627,668
- Total liabilities, end of year
- $961,359
- Net assets or fund balances, end of year
- $14,666,309
- Program services expenses (Part IX)
- $11,185,583
- Management and general expenses
- $1,150,423
- Fundraising expenses
- $99,762
- Program service expenses (Part III)
- $11,185,583
Program services were 89.9% 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
$5,016
-
1c · Fundraising events
$38,506
-
1e · Government grants (contributions)
$10,721,377
-
1f · All other contributions, gifts and grants
$447,905
-
1g · Noncash contributions included above
$28,465
-
2a · Program service revenue: SERVICE FEES
total $915,083 · related or exempt $915,083
-
2b · Program service revenue: OTHER PROGRAM REVENUES
total $3,457 · related or exempt $3,457
-
3 · Investment income
total $209,438 · excluded $209,438
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $2,514,389 · other assets $11,605
-
7b · Less cost or other basis and sales expenses
securities $2,476,903
-
7c · Gain or loss
securities $37,486 · other assets $11,605
-
7d · Net gain or loss
total $49,091 · excluded $49,091
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$38,506
-
8b · Fundraising events: direct expenses
$25,389
-
8c · Net income from fundraising events
total -$25,389 · excluded -$25,389
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: AD REVENUE
total $19,150 · unrelated business $19,150
-
11e · Other revenue, total
$19,150
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $777,968 · program services $777,968
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $350,826 · management and general $350,826
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $4,093,210 · program services $3,653,745 · management and general $394,234 · fundraising $45,231
-
8 · Pension plan contributions
total $216,601 · program services $207,312 · management and general $7,541 · fundraising $1,748
-
9 · Other employee benefits
total $782,538 · program services $690,021 · management and general $86,700 · fundraising $5,817
-
10 · Payroll taxes
total $353,864 · program services $292,223 · management and general $59,177 · fundraising $2,464
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $24,074 · management and general $24,074
-
11g · Fees: other
total $3,031,531 · program services $2,988,677 · management and general $38,149 · fundraising $4,705
-
12 · Advertising and promotion
total $46,177 · program services $39,353 · management and general $6,824
-
13 · Office expenses
total $140,161 · program services $117,019 · management and general $20,292 · fundraising $2,850
-
14 · Information technology
total $97,135 · program services $63,759 · management and general $33,280 · fundraising $96
-
15 · Royalties
total $0
-
16 · Occupancy
total $926,448 · program services $888,586 · management and general $37,671 · fundraising $191
-
17 · Travel
total $32,248 · program services $25,694 · management and general $6,554
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $256,191 · program services $240,896 · management and general $14,125 · fundraising $1,170
-
23 · Insurance
total $65,274 · program services $62,572 · management and general $2,653 · fundraising $49
-
24a · Other expenses: RAW FOOD/KITCHEN
total $900,975 · program services $900,975
-
24b · Other expenses: OPERATING SERVICE FEES
total $148,781 · program services $97,658 · management and general $50,976 · fundraising $147
-
24c · Other expenses: SUPPLIES
total $122,756 · program services $81,308 · management and general $9,623 · fundraising $31,825
-
24d · Other expenses: BAD DEBTS
total $29,039 · program services $29,039
-
24e · All other expenses
total $39,971 · program services $28,778 · management and general $7,724 · fundraising $3,469
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,277,013 · end of year $4,218,548
-
2 · Savings and temporary cash investments
beginning of year $1,070,706 · end of year $1,420,396
-
3 · Pledges and grants receivable
beginning of year $1,492,355 · end of year $0
-
4 · Accounts receivable
beginning of year $142,270 · end of year $155,712
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $115,445 · end of year $134,415
-
9 · Prepaid expenses and deferred charges
beginning of year $97,206 · end of year $133,132
-
10a · Land, buildings and equipment: cost or other basis
$3,713,212
-
10b · Land, buildings and equipment: accumulated depreciation
$2,324,447
-
10c · Land, buildings and equipment, net
beginning of year $1,433,609 · end of year $1,388,765
-
11 · Investments: publicly traded securities
beginning of year $6,651,482 · end of year $7,251,518
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $398,701 · end of year $925,182
-
17 · Accounts payable and accrued expenses
beginning of year $1,037,720 · end of year $876,790
-
18 · Grants payable
beginning of year $42,292 · end of year $45,291
-
19 · Deferred revenue
beginning of year $12,396 · end of year $39,278
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $14,028,502 · end of year $13,557,288
-
28 · Net assets with donor restrictions
beginning of year $1,557,877 · end of year $1,109,021
Mission and programs · 2022
Mission
THE MISSION OF SOURCEPOINT IS TO HELP OUR COMMUNITY SET A COURSE TO LIVE WELL AFTER 55.
-
SourcePoint's "In-Home Care Program" provides services designed to help older adults live safely in their own homes with independence and dignity. We provide direct access to in-home services, as well as referrals to community resources. In-home services include adult daycare, chore services, emergency response systems, homemaker services, medical transportation, mental health counseling, nursing services, personal care, and respite care.
Expenses $4,926,537 · Revenue $493,906
-
SourcePoint's "Community Programs" provide hundreds of engagement opportunities both on-site at our enrichment center, off-site throughout the county, and online. Programs include fitness, wellness, arts, learning, insurance education, falls prevention, family caregiver support, and more. In addition to the programs we directly provide, SourcePoint awards community grants each year to local organizations that provide other services to older adults.
Expenses $3,268,300 · Grants $403,677 · Revenue $327,015
-
SourcePoint's "Nutrition Program" provides older adults regular access to healthy foods through Meals on Wheels, community cafes, and farmers market vouchers for fresh foods from participating markets.
Expenses $2,533,279 · Revenue $97,619
-
Communications and Outreach
Expenses $457,467
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Fara Waugh
Chief Executive Officer
- Total calculated
- $207,982
- From this org
- $161,756
- From related orgs
- $0
- Other
- $46,226
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,756
- Bonus
- not reported
- Other
- not reported
- Deferred
- $20,218
- Nontaxable benefits
- $26,008
- Filer's total
- $207,982
-
Kimberly Clewell
Chief Financial Officer
- Total calculated
- $142,843
- From this org
- $101,595
- From related orgs
- $0
- Other
- $41,248
- Hours/week
- 40
-
Carlos Crawford
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jack Fette
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alice Frazier
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Wren Kruse
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Roger Lossing
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gretchen Roberts
President
- Total calculated
- $0
- Hours/week
- 1
-
Richard Roell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn Slone
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Taylor
Director
- Total calculated
- $0
- Hours/week
- 1
-
Roger Van Sickle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adrienne Corbett
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dennis Mowrey
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Michael Tucker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joann Richards
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Crossman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Liz Gitter
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pamela Foster
Director
- Total calculated
- $0
- Hours/week
- 1
-
Randy Bournique
Director
- Total calculated
- $0
- Hours/week
- 1
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 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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)
- Sch J, Part I, Line 4b,
- Section 457 (b) Deferred Comp Plan: Fara Waugh deferred $8,593 to the 457 plan.
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
-
$301,168
Program Assistance
-
$86,000
Program Assistance
-
Program Assistance
-
$47,000
Program Assistance
-
$41,000
Program Assistance
-
$30,000
Program Assistance
-
$30,000
Program Assistance
-
NAMI Delaware & Morrow counties
$25,000
Program Assistance
-
$23,000
Program Assistance
-
$16,000
Program Assistance
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313049349302101
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.