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← TREA SENIOR CITIZENS LEAGUE

Form 990 for tax year 2025

Filed by TREA SENIOR CITIZENS LEAGUE.

Totals

Total revenue
$3,347,923
Total expenses
$3,199,023
Contributions and grants received
$3,262,863
Grants paid
$2,500
Program service revenue
$0
Investment income
$15,087
Other revenue
$69,973
Total assets, end of year
$1,595,388
Total liabilities, end of year
$103,178
Net assets or fund balances, end of year
$1,492,210
Program services expenses (Part IX)
$2,083,691
Management and general expenses
$471,346
Fundraising expenses
$643,986
Program service expenses (Part III)
$2,083,691

Program services were 65.1% 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.

  • 1f · All other contributions, gifts and grants

    $3,262,863

  • 3 · Investment income

    total $22,309 · excluded $22,309

  • 5 · Royalties

    total $69,973 · excluded $69,973

  • 7a · Gross sales of assets other than inventory

    securities $60,329

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

    securities $67,551

  • 7c · Gain or loss

    securities -$7,222

  • 7d · Net gain or loss

    total -$7,222 · excluded -$7,222

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,500 · program services $2,500

  • 5 · Compensation of officers, directors and key employees

    total $161,835 · program services $55,368 · management and general $103,886 · fundraising $2,581

  • 7 · Other salaries and wages

    total $137,504 · program services $47,044 · management and general $88,266 · fundraising $2,194

  • 8 · Pension plan contributions

    total $4,787 · program services $1,638 · management and general $3,073 · fundraising $76

  • 9 · Other employee benefits

    total $10,990 · program services $3,760 · management and general $7,055 · fundraising $175

  • 10 · Payroll taxes

    total $22,328 · program services $7,639 · management and general $14,333 · fundraising $356

  • 11b · Fees: legal

    total $54,691 · program services $18,711 · management and general $35,108 · fundraising $872

  • 11c · Fees: accounting

    total $65,430 · program services $22,386 · management and general $42,001 · fundraising $1,043

  • 11d · Fees: lobbying

    total $28,512 · program services $28,512

  • 11f · Fees: investment management

    total $14,111 · management and general $14,111

  • 11g · Fees: other

    total $330,442 · program services $243,921 · management and general $1,453 · fundraising $85,068

  • 12 · Advertising and promotion

    total $5,950 · program services $2,036 · management and general $3,819 · fundraising $95

  • 13 · Office expenses

    total $39,786 · program services $13,611 · management and general $25,540 · fundraising $635

  • 14 · Information technology

    total $4,154 · program services $1,421 · management and general $2,667 · fundraising $66

  • 15 · Royalties

    total $169,498 · program services $57,990 · management and general $108,805 · fundraising $2,703

  • 16 · Occupancy

    total $6,690 · program services $2,289 · management and general $4,294 · fundraising $107

  • 17 · Travel

    total $5,712 · program services $1,954 · management and general $3,667 · fundraising $91

  • 20 · Interest

    total $695 · program services $238 · management and general $446 · fundraising $11

  • 23 · Insurance

    total $10,696 · program services $3,659 · management and general $6,866 · fundraising $171

  • 24a · Other expenses: Mail production

    total $2,113,433 · program services $1,565,839 · fundraising $547,594

  • 24b · Other expenses: Dues/subscriptions

    total $9,279 · program services $3,175 · management and general $5,956 · fundraising $148

  • 26 · Joint costs (an allocation of the lines above)

    total $2,441,611 · program services $1,808,984 · management and general $0 · fundraising $632,627

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $383,744 · end of year $596,073

  • 2 · Savings and temporary cash investments

    beginning of year $8,201 · end of year $2,291

  • 4 · Accounts receivable

    beginning of year $29,861 · end of year $36,039

  • 9 · Prepaid expenses and deferred charges

    beginning of year $73,350 · end of year $20,226

  • 11 · Investments: publicly traded securities

    beginning of year $826,972 · end of year $940,759

  • 17 · Accounts payable and accrued expenses

    beginning of year $83,562 · end of year $103,178

  • 27 · Net assets without donor restrictions

    beginning of year $1,238,566 · end of year $1,492,210

Mission and programs · 2025

Mission

The Senior Citizen League's mission is to promote and assist members and supporters, to educate and alert senior citizens about their rights and freedoms as U.S. citizens, and to protect and defend the benefits senior citizens have earned and paid for.

Activities or mission (Part I)

See Part III, line 1.

  • Public Education - Developed educational materials designed to explain to senior citizens their rights as U.S. citizens and raise the level of public awareness of seniors' issues throughout the country, including individuals, the media, academia, and government officials. Conducted polls and distributed handbooks and pamphlets, provided information and leadership on veterans' issues, and published an informational newsletter for TSCL members and supporters.

    Expenses $1,637,944

  • Government Affairs - Monitored developments in government and the country at large with respect to the interests of senior citizens and defended those interests before government, including the U.S. Congress, through direct & grassroots lobbying efforts.

    Expenses $445,747 · Grants $2,500

As filed on the 2025 return.

Listed in Part VII

  • Edward Cates

    Chairman Jan 1 - Oct 4

    Total calculated
    $0
    Hours/week
    10 + 1 related
  • John Adams

    Vice Chair Jan 1 - Oct 4/Chairman Oct 4 - Dec

    Total calculated
    $0
    Hours/week
    10 + 1 related
  • Daisy Brown

    Legislative Liaison

    Total calculated
    $0
    Hours/week
    3 + 0.5 related
  • O Marie Smith

    Secretary

    Total calculated
    $0
    Hours/week
    3 + 0.5 related
  • Kyle Carpenter

    Treasurer

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Deborah Oelschig

    TREA Liaison Jan - Sep

    Total calculated
    $0
    Hours/week
    3 + 0.5 related
  • Justin Jump

    TREA Liaison Sep - Dec

    Total calculated
    $0
    Hours/week
    3 + 0.5 related
  • Shannon Benton

    Executive Director

    Total calculated
    $161,835
    From this org
    $154,130
    From related orgs
    $0
    Other
    $7,705
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,638
    Bonus
    $21,492
    Other
    $0
    Deferred
    $5,305
    Nontaxable benefits
    $2,400
    Filer's total
    $161,835
  • Georgette Pam

    Admin. Director

    Total calculated
    $109,000
    From this org
    $105,509
    From related orgs
    $0
    Other
    $3,491
    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. 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 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2025
Filed
17 April 2026
IRS schema version
2025v4.1
Source object
202601099349300250

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