2023-09-29T16:05:47-05:00 2022-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-01-01 830637217 SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC SERV 4147043343 4420 W VLIET STREET MILWAUKEE WI 53208 CATHY WOOD PRESIDENT/CEO 4147043343 2023-09-29 1 CATHY WOOD 999009999 1 DIANA G LUTTMANN P01075770 4142711451 2023-09-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHY WOOD 4420 W VLIET STREET MILWAUKEE WI 53208 1530623 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. 9 9 43 249 0 0 1709231 1349016 34959 105979 18 56 21265 75572 1765473 1530623 0 0 0 0 1091405 1277009 0 0 110479 247922 335176 1339327 1612185 426146 -81562 643987 576345 54982 68902 589005 507443 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 1359369 172801 IN 2022, WE SERVED 5,798 INDIVIDUALS AGED 50 OR BETTER IN THE MILWAUKEE COUNTY AREA. WE FACILITATED 150,003 ACTIVITY CHECK INS, 8,539 WELLNESS CALLS, AND SERVED 48,043 MEALS. WE COLLABORATED WITH 72 COMMUNITY PARTNERS AND ARE THANKFUL FOR THE 249 VOLUNTEERS WHO PROVIDED 22,703 HOURS OF SERVICE. 1359369 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 0 0 0 0 0 0 0 0 0 1 10 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 CATHY WOOD PRESIDENT/CEO 40.00 X 103975 0 24438 JODI BAUER CFO 40.00 X 76411 0 5893 180386 0 30331 1 0 0 0 0 1017634 331382 21004 1349016 SENIOR CENTER PROGRAMM 624110 105979 105979 105979 56 56 58233 0 58233 58233 58233 8750 0 8750 8750 MISCELLANEOUS 900099 8589 8589 8589 1530623 172801 0 8806 210717 181133 20001 9583 898087 769318 87693 41076 85034 75687 5708 3639 83171 71270 8102 3799 7450 6450 1000 68381 22933 5572 39876 12811 8878 1950 1983 22875 13936 2501 6438 8823 8371 452 4225 3672 456 97 4438 2190 1946 302 2119 2119 14582 12474 1216 892 EQUIPMENT PURCHASES 57902 54288 3488 126 ACTIVITY EXPENSES 48707 46831 1876 MAINTENANCE OF BLDG AND 41287 40904 383 DONATED EQUIPMENT 21004 21004 20572 17911 1869 792 1612185 1359369 142337 110479 111863 92292 299581 362227 150000 58736 51422 23807 32880 39643 2119 0 37524 643987 576345 48193 59600 6789 9302 54982 68902 X 158159 241564 430846 265879 589005 507443 643987 576345 -81562 0 X X 0 1 X 1 0 X 1250402 1282103 1709231 1349016 5590752 1250402 1282103 1709231 1349016 5590752 117502 5473250 11 12 18 56 97 11438 90 5195 17339 34062 5624911 263857 0.97300 0.95860 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. MISCELLANEOUS - 2021 AMOUNT: $ 3,844. 2022 AMOUNT: $ 8,589. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18705 623 18082 20938 1496 19442 37524 X 1530623 0 1530623 0 1530623 1612185 0 1612185 0 1612185 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, 2022, 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. 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. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.