2025-10-10T07:21:33-05:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 830637217 SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC SERV 4147043343 4420 W VLIET STREET MILWAUKEE WI 53208 NITA FARROW TREASURER 4147043343 2025-10-10 1 1 DIANA G LUTTMANN P01075770 4142711451 2025-10-05 2024 2025-03-06 01:10:19Z CATHY WOOD 4420 W VLIET STREET MILWAUKEE WI 53208 2098619 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 58 282 0 0 1606335 1922676 68895 53747 403 749 91836 87937 1767469 2065109 0 0 0 0 1340772 1455095 0 0 157510 445836 627345 1786608 2082440 -19139 -17331 540603 548154 52299 77181 488304 470973 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 1718112 139708 IN 2024, WE SERVED 4,870 INDIVIDUALS AGED 50 OR BETTER IN THE MILWAUKEE COUNTY AREA. WE FACILITATED 194,694 ACTIVITY CHECK INS, 4,013 HOURS OF TECHNOLOGY TRAINING, AND SERVED 55,352 MEALS. WE COLLABORATED WITH 108 COMMUNITY PARTNERS AND ARE THANKFUL FOR THE 282 VOLUNTEERS WHO PROVIDED 35,828.51 HOURS OF SERVICE. 1718112 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 58 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 CATHY WOOD PRESIDENT/CEO 40.00 X 118082 0 0 JORDAN LUHR CHAIR 1.00 X X 0 0 0 JAMI BURRELL VICE 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 MINDY ANDERSON DIRECTOR 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 118082 0 0 1 0 0 0 0 55331 1134547 732798 302396 1922676 SENIOR CENTER PROGRAMM 624110 53747 53747 53747 749 749 85323 0 85323 85323 85323 35486 55331 33510 1976 1976 MISCELLANEOUS 900099 638 638 638 2065109 139708 0 2725 118082 103558 11808 2716 1167858 901085 144142 122631 64521 55658 1949 6914 104634 82155 12737 9742 10250 10250 22006 3206 15853 2947 4898 4898 29946 17926 2335 9685 7261 6997 165 99 8585 8139 239 207 2811 776 1920 115 5432 5432 20196 16617 1833 1746 DONATED FOOD 294358 293823 375 160 ACTIVITY EXPENSES 129044 127737 1307 MAINTENANCE OF BLDG AND 49312 49312 RETAIL SUPPLIES 18351 18351 24895 22442 1905 548 2082440 1718112 206818 157510 99333 188101 157029 77099 228195 220121 6065 2320 16197 20311 51493 11291 33784 40202 540603 548154 45649 64410 6650 12771 52299 77181 X 321154 384206 167150 86767 488304 470973 540603 548154 -17331 0 X 0 1 X 1 0 X 1282103 1709231 1349016 1606335 1922676 7869361 1282103 1709231 1349016 1606335 1922676 7869361 112178 7757183 12 18 56 403 749 1238 90 5195 17339 16830 35486 74940 7945539 547466 0.97630 0.97910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2020 AMOUNT: $ 90. 2021 AMOUNT: $ 1,351. 2022 AMOUNT: $ 8,750. 2023 AMOUNT: $ 13,748. 2024 AMOUNT: $ 35,486. MISCELLANEOUS - 2021 AMOUNT: $ 3,844. 2022 AMOUNT: $ 8,589. 2023 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11850 1693 10157 18705 2120 16585 20938 7478 13460 40202 X 2065109 0 2065109 0 2065109 2082440 0 2082440 0 2082440 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, 2024, 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. GOLF OUTING 90817 55331 35486 29772 3738 90817 55331 35486 29772 3738 33510 1976 X 294358 FMV X OFFICE FURNITURE 0 8038 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.