Form 990 for tax year 2023
Filed by MAURICE BARNETT GERIATRIC WELLNESS CENTER INC.
Totals
- Total revenue
- $1,101,232
- Total expenses
- $777,983
- Contributions and grants received
- $1,056,291
- Grants paid
- $0
- Program service revenue
- $39,580
- Investment income
- $5,361
- Other revenue
- $0
- Total assets, end of year
- $714,381
- Total liabilities, end of year
- $2,906
- Net assets or fund balances, end of year
- $711,475
- Program services expenses (Part IX)
- $712,164
- Management and general expenses
- $48,359
- Fundraising expenses
- $17,460
- Program service expenses (Part III)
- $712,164
Program services were 91.5% 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.
-
1e · Government grants (contributions)
$409,636
-
1f · All other contributions, gifts and grants
$646,655
-
2a · Program service revenue: Program service revenue
total $29,950 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Resource fair
total $9,630 · unrelated business $0 · excluded $0
-
3 · Investment income
total $5,361 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $88,438 · program services $71,635 · management and general $13,266 · fundraising $3,537
-
7 · Other salaries and wages
total $273,279 · program services $261,403 · management and general $10,514 · fundraising $1,362
-
10 · Payroll taxes
total $26,846 · program services $24,617 · management and general $1,857 · fundraising $372
-
11c · Fees: accounting
total $59,795 · program services $49,351 · management and general $3,272 · fundraising $7,172
-
13 · Office expenses
total $101,564 · program services $96,259 · management and general $5,282 · fundraising $23
-
14 · Information technology
total $17,288 · program services $12,650 · management and general $3,629 · fundraising $1,009
-
16 · Occupancy
total $68,232 · program services $58,551 · management and general $8,059 · fundraising $1,622
-
17 · Travel
total $8,298 · program services $8,214 · management and general $84 · fundraising $0
-
24a · Other expenses: Financial assistance
total $69,719 · program services $69,719 · management and general $0 · fundraising $0
-
24b · Other expenses: Medical expenses
total $5,079 · program services $5,079 · management and general $0 · fundraising $0
-
24c · Other expenses: Other expenses
total $53,272 · program services $50,654 · management and general $2,112 · fundraising $506
-
24d · Other expenses: Telephone and internet
total $4,316 · program services $4,032 · management and general $284 · fundraising $0
-
24e · All other expenses
total $1,857 · program services $0 · management and general $0 · fundraising $1,857
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $274,825 · end of year $422,670
-
2 · Savings and temporary cash investments
beginning of year $80,749 · end of year $282,150
-
4 · Accounts receivable
beginning of year $34,331 · end of year $9,561
-
17 · Accounts payable and accrued expenses
beginning of year $1,679 · end of year $2,906
-
27 · Net assets without donor restrictions
beginning of year $384,200 · end of year $636,326
-
28 · Net assets with donor restrictions
beginning of year $4,026 · end of year $75,149
Mission and programs · 2023
Mission
To provide elderly wellness care
-
Health promotion services - Health assessments, lab studies, education and development with clients, and comprehensive programs to promote wellness. Counseling - Individuals, families, emotional and life/self-care education programs an support groups for the elderly and their caretakers. Provided 10,923 units of service to over 1,911 unduplicated clients.
Expenses $712,164 · Revenue $29,950
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Debbie Tull
Board Member, Chair
- Total calculated
- $0
- Hours/week
- 3
-
Christene Krupa Downs
Board Member, Vice Chair
- Total calculated
- $0
- Hours/week
- 3
-
Melinda Marks
Board Member, Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Shannah Hayley
Board Member, Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Lorie Blessing MD
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Gayla Denniston
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Breon Dennis
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Ellen Fan MD
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Hennie Garza
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Nick Hinojosa
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Lori Leu
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Julie Thornton Wilson
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Aqua Umoren
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Joy Hinkelman
Executive Director
- Total calculated
- $88,438
- From this org
- $0
- From related orgs
- $88,438
- 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
- 15 May 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412899349301776
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