CONNECTEDLY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CONNECTEDLY (EIN 22-2629856)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-01-05
IRS object ID
202320129349303487
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-05T07:32:23-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223209898PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUOTOLO SPEWAK & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 CHESTNUT AVEAddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222629856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUPPORTIVE OLDER WOMEN'S NETWORK INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUPPBusinessNameControlTxt
Phone2154873000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14100 MAIN STREET NO 403AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARYPAT TRACYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2154873000PhoneNum
Signature2023-01-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPATPersonFirstNm
Person LastTRACYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDUSTIN B WARD CPA MBAPreparerPersonNm
PTINP01589702PTIN
Phone8562731282PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARYPAT TRACYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14100 MAIN STREET SUITE 403AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19127ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$985,518GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://sown.org/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSOWN STRENGTHENS COMMUNITY SUPPORT NETWORKS, REDUCES SOCIAL ISOLATION, AND IMPROVES THE WELL-BEING OF OLDER ADULTS, ESPECIALLY WOMEN AND THEIR FAMILIES.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$370,809PYContributionsGrantsAmt
CY Contributions Grants$675,412CYContributionsGrantsAmt
PY Program Service Revenue$131,785PYProgramServiceRevenueAmt
CY Program Service Revenue$147,149CYProgramServiceRevenueAmt
PY Investment Income$77,770PYInvestmentIncomeAmt
CY Investment Income$108,182CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$580,364PYTotalRevenueAmt
CY Total Revenue$930,743CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$440,329PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$462,538CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$88,311CYTotalFundraisingExpenseAmt
PY Other Expenses$257,194PYOtherExpensesAmt
CY Other Expenses$221,177CYOtherExpensesAmt
PY Total Expenses$697,523PYTotalExpensesAmt
CY Total Expenses$683,715CYTotalExpensesAmt
PY Revenues Less Expenses-$117,159PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$247,028CYRevenuesLessExpensesAmt
Total Assets BOY$1,408,297TotalAssetsBOYAmt
Total Assets EOY$1,441,210TotalAssetsEOYAmt
Total Liabilities BOY$88,710TotalLiabilitiesBOYAmt
Total Liabilities EOY$99,519TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,319,587NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,341,691NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSOWN STRENGTHENS COMMUNITY SUPPORT NETWORKS, REDUCES SOCIAL ISOLATION, AND IMPROVES THE WELL-BEING OF OLDER ADULTS, ESPECIALLY WOMEN AND THEIR FAMILIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$219,365ExpenseAmt
Grant$0GrantAmt
Revenue$79,382RevenueAmt
DescGRANDFAMILY RESOURCE CENTER PROVIDES A MYRIAD OF SERVICES TO GRANDPARENTS RAISING THEIR GRANDCHILDREN. SOWN CONNECTS AT-RISK CHILDREN AND THE GRANDPARENTS WHO ARE RAISING THEM TO OUR COMPREHENSIVE CONTINUUM OF EDUCATION, HEALTH, AND SOCIAL SERVICES DESIGNED ESPECIALLY FOR THESE FAMILIES. SOWN PROVIDES GRANDPARENTS SUPPORT GROUPS, PARENTING EDUCATION PROGRAMS, EDUCATIONAL WORKSHOPS FOR GRANDPARENTS AND GRANDCHILDREN, CRISIS INTERVENTION, AND INDIVIDUAL SUPPORT TO ACCESS RESOURCES AND SERVICES. DURING THE PANDEMIC, ALL THE SERVICES WERE OFFERED VIA PHONEGROUPS. THESE PROGRAMS REACH OVER 40 FAMILIES WITH 56 CHILDREN.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$159,809ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescPHILLY FAMILIES READ TOGETHER IS AN INTERGENERATIONAL PROGRAM FOR GRANDPARENTS ENRICHING THE EDUCATION OF THEIR GRANDCHILDREN. THE MAIN FOCUS OF THE PROGRAM IS TO IMPROVE LITERACY SKILLS FOR CHILDREN AND ALSO TO IMPROVE THE DIGITAL LITERACY SKILLS OF GRANDPARENTS. PHILLY FAMILIES READ TOGETHER PROVIDES WEEKLY FAMILY LITERACY WORKSHOPS. THESE WORKSHOPS TEACH GRANDPARENTS HOW TO HELP CHILDREN BUILD READING, WRITING, SPEAKING, AND LISTENING SKILLS. DURING THE PANDEMIC, THE WORKSHOPS WERE OFFERED VIRTUALLY. AS OF JUNE 2022, SOWN OFFERS VIRTUAL AND IN-PERSON WORKSHOPS. PFRT SERVES OVER 25 FAMILIES WITH 50+ INDIVIDUALSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$64,226ExpenseAmt
Grant$0GrantAmt
Revenue$5,492RevenueAmt
DescHOMEBOUND GROUP TELEPHONE COUNSELING CONNECTS ISOLATED OLDER ADULTS WITH THEIR PEERS IN WEEKLY SESSIONS FACTILITATED BY LICENSED CLINCAL SOCIAL WORKERS. THESE GROUPS PROVIDE ESSENTIAL SUPPORT AND 'SAFETY NET' SERVICES THROUGH CONSISTENT CONTACT TO IDENTIFY ISSUES, DISCUSS SOLUTIONS AND ACCESS TO NEEDED SERVICES BEFORE A CRISIS OCCURS. THIS PROGRAM REACHES 21 ISOLATED CLIENTS WEEKLY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$85,253ExpenseAmt
Grant$0GrantAmt
Revenue$62,615RevenueAmt
DescHEALTHY LIVES COMMUNITY-BASED SUPPORT GROUPS CONNECT OLDER ADULTS WITH THEIR PEERS. THE WEEKLY GROUPS ARE FACILITATED BY PEER LEADERS OR VOLUNTEERS WHO ARE TRAINED AND MENTORED BY SOWN STAFF. MEMBERS DISCUSS COMMON CONCERNS, PROBLEM-SOLVE, PROVIDE EMOTIONAL SUPPORT, AND EXCHANGE INFORMATION AND RESOURCES. THE SOCIAL CONNECTIONS GAINED ARE PROVEN TO REDUCE OR STABILIZE DEPRESSION, INCREASE COPING SKILLS AND PROMOTE INDEPENDENCE. DURING THE PANDEMIC THE GROUPS TRANSITIONED FROM MEETING IN 4 SENIOR CENTERS AND 10 SUBSIDIZED APARTMENT BUILDINGS TO TELEPHONE GROUPS. AS OF JUNE 2022, SOWN OFFERS BOTH TELEPHONE AND IN-PERSON GROUPS. OVER 200 INDIVIDUALS PARTICIPATE IN THESE GROUPS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$85,253TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$62,615TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$528,653TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCO ORGANIZATIONPersonNm
Phone2154873000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14100 MAIN STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19127ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARYPAT TRACY
EXECUTIVE DIRECTOR40.00Yes (X)$94,428$0$7,359
DENISE MCKNIGHT CPA
BOARD CHAIR3.00Yes (X)$0$0$0Yes (X)
JULIE AUERBACH ESQ
VICE CHAIR3.00Yes (X)$0$0$0Yes (X)
JANE HADLEY CPA
TREASURER3.00Yes (X)$0$0$0Yes (X)
DELLA LAZARUS MSS
SECRETARY3.00Yes (X)$0$0$0Yes (X)
CLAIRE BOCAGE MPH
DIRECTOR3.00$0$0$0Yes (X)
CHAD BUTLER BEGINNING JANUARY 2022
DIRECTOR3.00$0$0$0Yes (X)
MARY JANE COBB MSW
DIRECTOR3.00$0$0$0Yes (X)
MORGAN GANS ESQ
DIRECTOR3.00$0$0$0Yes (X)
KAREN HANSON PHD
DIRECTOR3.00$0$0$0Yes (X)
JACQUELYN STECK KAFES
DIRECTOR3.00$0$0$0Yes (X)
ROSLYN G POLLACK ESQ
DIRECTOR3.00$0$0$0Yes (X)
LESLIE SHERMAN
DIRECTOR3.00$0$0$0Yes (X)
SUSAN THOMAS
DIRECTOR3.00$0$0$0Yes (X)
JOHN WEI MBA BEGINNING MARCH 2022
DIRECTOR3.00$0$0$0Yes (X)
JULIE HOWARD TAYLOR THROUGH FEBRUAR
DIRECTOR3.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$94,428TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$7,359TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$11,413GovernmentGrantsAmt
All Other Contributions$663,999AllOtherContributionsAmt
Total Contributions$675,412TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescGOVERNMENT CONTRACTSDesc
Business624100BusinessCd
Total Revenue Column$147,149TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$147,149TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,957TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$62,957ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$100,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,775SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,225SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,225TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,225ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$930,743TotalRevenueColumnAmt
Related Or Exempt Func Income$147,149RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$108,182ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$94,500TotalAmt
Program Services$81,743ProgramServicesAmt
Management And General$6,615ManagementAndGeneralAmt
Fundraising$6,142FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$298,502TotalAmt
Program Services$245,643ProgramServicesAmt
Management And General$28,740ManagementAndGeneralAmt
Fundraising$24,119FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$69,536TotalAmt
Program Services$57,926ProgramServicesAmt
Management And General$6,256ManagementAndGeneralAmt
Fundraising$5,354FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,973TotalAmt
Program Services$47,273ProgramServicesAmt
Management And General$9,226ManagementAndGeneralAmt
Fundraising$2,474FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$60,727TotalAmt
Program Services$9,978ProgramServicesAmt
Management And General$1,291ManagementAndGeneralAmt
Fundraising$49,458FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,826TotalAmt
Program Services$1,408ProgramServicesAmt
Management And General$111ManagementAndGeneralAmt
Fundraising$307FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,997TotalAmt
Program Services$14,868ProgramServicesAmt
Management And General$4,129ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$39,360TotalAmt
Program Services$35,085ProgramServicesAmt
Management And General$4,275ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$356TotalAmt
Program Services$356ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$488TotalAmt
Program Services$0ProgramServicesAmt
Management And General$393ManagementAndGeneralAmt
Fundraising$95FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,019TotalAmt
Program Services$8,014ProgramServicesAmt
Management And General$2,005ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,318TotalAmt
Program Services$5,854ProgramServicesAmt
Management And General$1,464ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES - DIRECT$8,468$8,468$0$0
TELEPHONE$4,351$3,481$870$0
INCENTIVES$3,180$3,180$0$0
POSTAGE$2,957$2,413$182$362

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,157TotalAmt
Program Services$2,963ProgramServicesAmt
Management And General$1,194ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$683,715TotalAmt
Program Services$528,653ProgramServicesAmt
Management And General$66,751ManagementAndGeneralAmt
Fundraising$88,311FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,410BOYAmt
EOY$34,978EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$77,755BOYAmt
EOY$165,050EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,096BOYAmt
EOY$221,500EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,704BOYAmt
EOY$32,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,467BOYAmt
EOY$8,468EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$119,055LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,506LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$23,448BOYAmt
EOY$15,549EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,175,017BOYAmt
EOY$958,265EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,400BOYAmt
EOY$5,400EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,408,297BOYAmt
EOY$1,441,210EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,494BOYAmt
EOY$22,267EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,216BOYAmt
EOY$77,252EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$88,710BOYAmt
EOY$99,519EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,160,344BOYAmt
EOY$904,909EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,243BOYAmt
EOY$436,782EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,319,587BOYAmt
EOY$1,341,691EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,408,297BOYAmt
EOY$1,441,210EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$247,028ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$224,924NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$605,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$337,274CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,709CurrentTaxYearMinus1YearAmt
Current Tax Year$663,999CurrentTaxYearAmt
Total$2,292,714TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$605,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$337,274CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,709CurrentTaxYearMinus1YearAmt
Current Tax Year$663,999CurrentTaxYearAmt
Total$2,292,714TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$910,541SubstantialContributorsTotAmt
Public Support Total170$1,382,173PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$77,770CurrentTaxYearMinus1YearAmt
Current Tax Year$108,182CurrentTaxYearAmt
Total$402,515TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$2,695,229TotalSupportAmt
Gross Receipts Rltd Activities$738,478GrossReceiptsRltdActivitiesAmt
Public Support CY1700.51280PublicSupportCY170Pct
Public Support PY1700.54070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,000BeginningYearBalanceAmt
End Year Balance$50,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,000BeginningYearBalanceAmt
End Year Balance$50,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,000BeginningYearBalanceAmt
End Year Balance$50,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,000BeginningYearBalanceAmt
End Year Balance$50,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,000BeginningYearBalanceAmt
End Year Balance$50,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,774OtherCostOrOtherBasisAmt
Depreciation$14,774DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,958OtherCostOrOtherBasisAmt
Depreciation$56,409DepreciationAmt
Book Value$10,549BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,323OtherCostOrOtherBasisAmt
Depreciation$32,323DepreciationAmt
Book Value$5,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,549TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED PAYROLL$17,362
ACCRUED TIME BENEFIT$59,890
FieldValueIRS element (for citing)
Total Liability$77,252TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$920,067TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$224,924NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$214,248DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$10,676RevenueNotReportedAmt
Revenue Subtotal$930,743RevenueSubtotalAmt
Total Revenue Per Form990$930,743TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$897,963TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$214,248DonatedServicesUseFcltsAmt
Expenses Not Reported$214,248ExpensesNotReportedAmt
Expenses Subtotal$683,715ExpensesSubtotalAmt
Total Expenses Per Form990$683,715TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt X, Line 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS PROVIDED. THE ORGANIZATION HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL AND STATE JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. FOR FEDERAL INCOME TAX PURPOSES, THE RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN OTHER EXPENSE IN THE STATEMENT OF ACTIVITIES. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEAR ENDED JUNE 30, 2022.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 15aTHE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD.
Pt VI, Line 15bCOMPENSATION FOR KEY EMPLOYEES IS APPROVED BY THE BOARD.
Pt VI, Line 12cTHE ORGANIZATION PERIODICALLY REVIEWS BEHAVIOR FOR COMPLIANCE.
Pt VI, Line 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC IN THE ORGANIZATION'S OFFICE UPON REQUEST.
Pt VI, Line 11bMANAGEMENT AND THE FINANCE COMMITTEE REVIEW THE FORM 990 AND PROVIDE A DRAFT TO THE BOARD FOR THEIR REVIEW AND FEEDBACK PRIOR TO FILING.
Form 990, Part III, Line 4dHEALTHY LIVES COMMUNITY-BASED SUPPORT GROUPS CONNECT OLDER ADULTS WITH THEIR PEERS. THE WEEKLY 85253. 0. 62615.

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