2024-10-21T13:30:35-05:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 830637217 SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC SERV 4147043343 4420 W VLIET STREET MILWAUKEE WI 53208 CATHY WOOD PRESIDENT/CEO 4147043343 2024-10-21 1 0 DIANA G LUTTMANN P01075770 4142711451 2024-10-18 2023 2024-10-15 13:58:12Z CATHY WOOD 4420 W VLIET STREET MILWAUKEE WI 53208 1767469 0 X WWW.SERVINGOLDERADULTS.ORG X 2018 WI THE MISSION OF SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN IS TO PROVIDE OPPORTUNITIES AND SERVICES TO ADULTS 50 AND BETTER. WE HAVE BEEN IN EXISTENCE SINCE 2018, BUT THE FIVE SENIOR CENTERS WE MANAGE AND PROGRAMMING WE OVERSEE HAS PLAYED AN IMPORTANT ROLE IN MILWAUKEE COUNTY FOR OVER 40 YEARS. OUR PROGRAMMING INCORPORATES THE EIGHT DIMENSIONS OF WELLNESS - EMOTIONAL, PHYSICAL, OCCUPATIONAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, AND FINANCIAL. WE ALSO SERVE AS DINING SITES UNDER THE OLDER AMERICAN'S ACT FEDERAL PROGRAM TO HELP COMBAT FOOD INSECURITY. WE STRIVE TO PROVIDE PROACTIVE AND POSITIVE APPROACHES TO AGING AND HELP OLDER ADULTS MAINTAIN OPTIMAL HEALTH AND INDEPENDENCE FOR AS LONG AS POSSIBLE. 10 10 50 250 0 0 1349016 1606335 105979 68895 56 403 75572 91836 1530623 1767469 0 0 0 0 1277009 1340772 0 0 117556 335176 445836 1612185 1786608 -81562 -19139 576345 540603 68902 52299 507443 488304 X THE MISSION OF SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN IS TO PROVIDE OPPORTUNITIES AND SERVICES TO ADULTS 50 AND BETTER. WE HAVE BEEN IN EXISTENCE SINCE 2018, BUT THE FIVE SENIOR CENTERS WE MANAGE AND PROGRAMMING WE OVERSEE HAS PLAYED AN IMPORTANT ROLE IN MILWAUKEE COUNTY FOR OVER 40 YEARS. OUR PROGRAMMING INCORPORATES THE EIGHT DIMENSIONS OF WELLNESS - EMOTIONAL, PHYSICAL, OCCUPATIONAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, AND FINANCIAL. WE ALSO SERVE AS DINING SITES UNDER THE OLDER AMERICAN'S ACT FEDERAL PROGRAM TO HELP COMBAT FOOD INSECURITY. WE STRIVE TO PROVIDE PROACTIVE AND POSITIVE APPROACHES TO AGING AND HELP OLDER ADULTS MAINTAIN OPTIMAL HEALTH AND INDEPENDENCE FOR AS LONG AS POSSIBLE. 0 0 1510000 146983 IN 2023, WE SERVED 5,705 INDIVIDUALS AGED 50 OR BETTER IN THE MILWAUKEE COUNTY AREA. WE FACILITATED 164,570 ACTIVITY CHECK INS, 2,264 HOURS OF TECHNOLOGY TRAINING, AND SERVED 44,687 MEALS. WE COLLABORATED WITH 91 COMMUNITY PARTNERS AND ARE THANKFUL FOR THE 272 VOLUNTEERS WHO PROVIDED 29,873 HOURS OF SERVICE. 1510000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X CATHY WOOD 4147043343 4420 W VLIET STREET MILWAUKEE WI 53208 MINDY ANDERSON DIRECTOR 1.00 X X 0 0 0 JORDAN LUHR CHAIR 1.00 X X 0 0 0 STEPHANIE MARES TREASURER 1.00 X X 0 0 0 BRIDGETTE FROMMELL SECRETARY 1.00 X X 0 0 0 JAMI BURRELL VICE CHAIR 1.00 X X 0 0 0 JOHNNY GARDETTO DIRECTOR 1.00 X 0 0 0 JIM SHERIDAN DIRECTOR 1.00 X 0 0 0 MELISSA STAUBER DIRECTOR 1.00 X 0 0 0 CHARLES WOODWARD DIRECTOR 1.00 X 0 0 0 NITA FARROW DIRECTOR 1.00 X 0 0 0 CATHY WOOD PRESIDENT/CEO 40.00 X 105704 0 24424 JODI BAUER CFO 40.00 X 35131 0 0 140835 0 24424 1 0 0 0 0 1073910 532425 108142 1606335 SENIOR CENTER PROGRAMM 624110 68895 68895 68895 403 403 75006 0 75006 75006 75006 13748 0 13748 13748 MISCELLANEOUS 900099 3082 3082 3082 1767469 146983 0 14151 165258 142084 15661 7513 1009008 867084 91588 50336 73918 66916 1554 5448 92588 79874 8425 4289 8450 8450 69223 3692 24355 41176 1897 1897 23038 15018 1589 6431 7306 6948 358 3931 3798 120 13 4166 908 3258 16 16 3739 3739 16899 14660 1182 1057 DONATED FOOD 106317 106317 ACTIVITY EXPENSES 105384 105284 100 MAINTENANCE OF BLDG AND 49371 49364 7 EQUIPMENT PURCHASES 24008 23626 356 26 22091 18791 2133 1167 1786608 1510000 159052 117556 92292 99333 362227 157029 51422 228195 6065 32880 16197 39643 5859 37524 33784 576345 540603 59600 45649 9302 6650 68902 52299 X 241564 321154 265879 167150 507443 488304 576345 540603 -19139 0 X 0 1 X 1 0 X 1250402 1282103 1709231 1349016 1606335 7197087 1250402 1282103 1709231 1349016 1606335 7197087 100060 7097027 11 12 18 56 403 500 11438 90 5195 17339 16830 50892 7248479 407758 0.97910 0.97300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2019 AMOUNT: $ 11,438. 2020 AMOUNT: $ 90. 2021 AMOUNT: $ 1,351. 2022 AMOUNT: $ 8,750. 2023 AMOUNT: $ 13,748. MISCELLANEOUS - 2021 AMOUNT: $ 3,844. 2022 AMOUNT: $ 8,589. 2023 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18705 1372 17333 20938 4487 16451 33784 X 1767469 0 1767469 0 1767469 1786608 0 1786608 0 1786608 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. X 106316 FMV X OFFICE FURNITURE 0 1825 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - BOARD OF DIRECTORS REVIEW 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED TO THE INDUSTRY AVERAGE FOR THAT POSITION COMPARED TO OTHER NONPROFITS. FORM 990, PART VI, SECTION C, LINE 19 OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.