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← LAKE COUNTY SENIOR CITIZENS ASSOCIATION

Form 990 for tax year 2025

Filed by LAKE COUNTY SENIOR CITIZENS ASSOCIATION.

Totals

Total revenue
$877,693
Total expenses
$684,281
Contributions and grants received
$443,886
Grants paid
$0
Program service revenue
$431,474
Investment income
$14
Other revenue
$2,319
Total assets, end of year
$1,052,063
Total liabilities, end of year
$71,440
Net assets or fund balances, end of year
$980,623
Program services expenses (Part IX)
$684,281
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$85,944

Program services were 100.0% 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.

  • 1b · Membership dues

    $40

  • 1c · Fundraising events

    $1,127

  • 1d · Related organizations

    $5,087

  • 1f · All other contributions, gifts and grants

    $437,632

  • 2a · Program service revenue: MEAL SERVICES

    total $84,679 · related or exempt $84,679

  • 2b · Program service revenue: TRANSPORTATION INCOME

    total $288,324 · related or exempt $288,324

  • 2c · Program service revenue: THRIFT SHOP

    total $58,471 · related or exempt $58,471

  • 3 · Investment income

    total $14 · related or exempt $14

  • 6a · Gross rents

    real property $903

  • 6c · Rental income or loss

    real property $903

  • 6d · Net rental income or loss

    total $903

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

    $1,127

  • 11d · All other revenue

    total $1,416 · related or exempt $1,416

  • 11e · Other revenue, total

    $1,416

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $386,939 · program services $386,939

  • 10 · Payroll taxes

    total $17,022 · program services $17,022

  • 11c · Fees: accounting

    total $2,577 · program services $2,577

  • 11g · Fees: other

    total $659 · program services $659

  • 12 · Advertising and promotion

    total $5,815 · program services $5,815

  • 13 · Office expenses

    total $15,403 · program services $15,403

  • 16 · Occupancy

    total $38,525 · program services $38,525

  • 17 · Travel

    total $1,427 · program services $1,427

  • 23 · Insurance

    total $34,851 · program services $34,851

  • 24a · Other expenses: TAXES AND LICENSES

    total $69,129 · program services $69,129

  • 24b · Other expenses: TRANSPORTATION EXPENSES

    total $72,098 · program services $72,098

  • 24c · Other expenses: SUPPLIES

    total $11,556 · program services $11,556

  • 24d · Other expenses: BANK FEES

    total $535 · program services $535

  • 24e · All other expenses

    total $27,745 · program services $27,745

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $382,106 · end of year $438,018

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

    $974,540

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

    $449,311

  • 10c · Land, buildings and equipment, net

    beginning of year $448,573 · end of year $525,229

  • 15 · Other assets

    beginning of year $11,334 · end of year $88,816

  • 24 · Unsecured notes and loans payable

    beginning of year $3,118 · end of year $3,118

  • 25 · Other liabilities

    end of year $68,322

  • 31 · Retained earnings, endowment or other funds

    beginning of year $838,895 · end of year $980,623

Mission and programs · 2025

Mission

To Provide Services, Energy, Assistance, and Meals on Wheels to local Seniors and other low income individuals in need.

  • Senior Citizen Transportation Service

    Expenses $72,098 · Revenue $288,324

  • Provide meals to seniors and other low income citizens

    Expenses $13,846 · Revenue $10,572

  • Thrift Shop

    Revenue $58,471

As filed on the 2025 return.

Listed in Part VII

  • Shree Morgan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Barbara Moss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrea Wishart

    DIRECTOR

    Total calculated
    $72,693
    From this org
    $72,693
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Annie Dobra

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wanda Norgard

    BOARD MEMBER

    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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
4 March 2026
IRS schema version
2025v4.0
Source object
202610639349300246

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