SENIOR RESOURCE ASSOCIATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SENIOR RESOURCE ASSOCIATION INC (EIN 59-1539957)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-13
- IRS object ID
- 202610729349301606
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-13T14:42:08+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mauldin & Jenkins LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 Manatee Avenue West Suite 1200 | AddressLine1Txt |
| City | Bradenton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591539957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senior Resource Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENI | BusinessNameControlTxt |
| Phone | 7725690760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 14th Street | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Deigl | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7725690760 | PhoneNum |
| Signature | 2026-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Carter | PreparerPersonNm |
| PTIN | P00536712 | PTIN |
| Phone | 9417474483 | PhoneNum |
| Preparation | 2026-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karen Deigl | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 14th Street | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,869,279 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SENIORRESOURCEASSOCIATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 164 | TotalEmployeeCnt |
| Total Volunteers | 323 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $14,563,583 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,882,205 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $367,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $404,536 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,645 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $327,520 | PYOtherRevenueAmt |
| CY Other Revenue | $330,770 | CYOtherRevenueAmt |
| PY Total Revenue | $15,288,859 | PYTotalRevenueAmt |
| CY Total Revenue | $18,668,027 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,908,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,609,462 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,487,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,198,233 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $539,527 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,546,504 | PYOtherExpensesAmt |
| CY Other Expenses | $7,962,946 | CYOtherExpensesAmt |
| PY Total Expenses | $15,942,597 | PYTotalExpensesAmt |
| CY Total Expenses | $17,770,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$653,738 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $897,386 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,413,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,817,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $993,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,490,596 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,419,701 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,326,481 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,165,958 | ExpenseAmt |
| Revenue | $1,965 | RevenueAmt |
| Desc | Transportation: Community Coach: Door-to-door wheelchair-capable pick-up and drop-off service to eligible customers throughout Indian River County. Community Coach: 48,257 one-way trips. GoLine: Public transportation service on 14 fixed routes in the county for riders 12 years or older; riders under 12 must be accompanied by an adult. GoLine: 1,508,997 one-way trips. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,050,699 | ExpenseAmt |
| Grant | $1,624,691 | GrantAmt |
| Revenue | $17,130 | RevenueAmt |
| Desc | Senior Support Services: Case managers coordinate with seniors (and their caregivers) to identify and arrange for the services needed to support the individual in their home. In-home support includes: companionship, homemaking, personal care, emergency arlert response system, and respite. 463 older adults received in-home services. 90% of case-managed clients were deferred from facility placement. 2,129 individuals received information and referral services related to Meals on Wheels and case management placement. 159 households were assisted through the emergency home energy assistance for the elderly program. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,772,993 | ExpenseAmt |
| Grant | $984,771 | GrantAmt |
| Revenue | $82,860 | RevenueAmt |
| Desc | Meals on Wheels: Volunteers deliver hot, nutritious meals and a daily wellness check to homebound seniors. 681 unduplicated homebound seniors received meals on wheels. 135,617 home-delivered meals served. Social Congregate Meals: Gives mobile seniors and opportunity to socialize with others while enjoying a hot nutritious meal at five locations throughout Indian River County. 179 unduplicated mobile seniors received congregate meals. 17,287 congregate meals served. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $821,166 | $302,581 | Adult Day Care: Provides coordinated health, social, and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments. 102 unduplicated clients served; 82.35% deferred from nursing home placement. |
| $312,080 | Guardian Program: 39 wards total were served, 38 public and 1 professional. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,133,246 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $302,581 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,122,896 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 164 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel Pedrero | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7725690760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 14th Street | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Charlie Gisler | |||||||
| Treasurer | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dawn Michael | |||||||
| Secretary | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James G Vitter III Vitter | |||||||
| Chairman | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lisa Thompson Barnes | |||||||
| Vice-Chairman | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Brian Langworthy | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Don Wright | |||||||
| Past Chairman | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Ginger Atwood | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| James B Gregg | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jan Williams | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda Walton | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Nora Berry | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robin Raiff | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan Oglesby | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Trudie Rainone | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Gabriel Pedrero | |||||||
| CFO | 40.0 | Yes (X) | $174,746 | $0 | $25,150 | ||
| Karen Deigl | |||||||
| CEO/President | 40.0 | Yes (X) | $272,518 | $0 | $20,687 | ||
| Christopher Stephenson | |||||||
| Director of Transit | 40.0 | $137,136 | $0 | $9,627 | Yes (X) | ||
| Lizbeth Bruner | |||||||
| VP of Philanthropy | 40.0 | $105,424 | $0 | $10,129 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $689,824 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,593 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AATC INC DBA WHEEL GET YOU THERE | |||||
| 6961 HERITAGE DR | PORT SAINT LUCIE | FL | 34952 | Contracted transportation | $1,539,962 |
| Metz Culinary Management | |||||
| Two Woodland Dr | Dallas | PA | 18612 | Client Services | $945,521 |
| ULTIMATE COMFORT TRANSPORTATION LLC | |||||
| 6317 SPRING LAKE TER | FORT PIERCE | FL | 34951 | CONTRACTED TRANSPORTATION | $840,408 |
| SENIOR HELPERS OF THE TREASURE COAST | |||||
| 10 SE CENTRAL PARKWAY SUITE 11 | STUART | FL | 34994 | CLIENT SERVICES | $488,751 |
| COUNCIL ON AGING OF ST LUCIE INC | |||||
| 2501 SW BAYSHORE BLVD | PORT SAINT LUCIE | FL | 34984 | CONTRACTED TRANSPORTATION | $301,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $129,245 | FundraisingAmt |
| Government Grants | $16,569,406 | GovernmentGrantsAmt |
| All Other Contributions | $1,183,554 | AllOtherContributionsAmt |
| Total Contributions | $17,882,205 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSPORTATION AND SUPPORT SERVIC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $404,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $404,536 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $404,536 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,960 | TotalRevenueColumnAmt |
| Exclusion | $35,960 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,556 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,556 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,556 | TotalRevenueColumnAmt |
| Exclusion | $14,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $500,188 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $129,245 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $201,252 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,936 | TotalRevenueColumnAmt |
| Exclusion | $298,936 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31,834 | TotalRevenueColumnAmt |
| Exclusion | $31,834 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,834 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,668,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $404,536 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $381,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,609,462 | TotalAmt |
| Program Services | $2,609,462 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,737 | TotalAmt |
| Program Services | $244,191 | ProgramServicesAmt |
| Management And General | $141,100 | ManagementAndGeneralAmt |
| Fundraising | $120,446 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,375,072 | TotalAmt |
| Program Services | $4,038,963 | ProgramServicesAmt |
| Management And General | $1,184,336 | ManagementAndGeneralAmt |
| Fundraising | $151,773 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,451 | TotalAmt |
| Program Services | $111,989 | ProgramServicesAmt |
| Management And General | $42,833 | ManagementAndGeneralAmt |
| Fundraising | $2,629 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,396 | TotalAmt |
| Program Services | $517,928 | ProgramServicesAmt |
| Management And General | $151,035 | ManagementAndGeneralAmt |
| Fundraising | $11,433 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,577 | TotalAmt |
| Program Services | $359,157 | ProgramServicesAmt |
| Management And General | $98,673 | ManagementAndGeneralAmt |
| Fundraising | $21,747 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,285 | TotalAmt |
| Program Services | $25,248 | ProgramServicesAmt |
| Management And General | $21,022 | ManagementAndGeneralAmt |
| Fundraising | $12,015 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,633 | TotalAmt |
| Program Services | $24,099 | ProgramServicesAmt |
| Management And General | $20,065 | ManagementAndGeneralAmt |
| Fundraising | $11,469 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,730,734 | TotalAmt |
| Program Services | $3,565,548 | ProgramServicesAmt |
| Management And General | $105,109 | ManagementAndGeneralAmt |
| Fundraising | $60,077 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,499 | TotalAmt |
| Program Services | $45,538 | ProgramServicesAmt |
| Management And General | $6,940 | ManagementAndGeneralAmt |
| Fundraising | $4,021 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,730 | TotalAmt |
| Program Services | $174,444 | ProgramServicesAmt |
| Management And General | $44,861 | ManagementAndGeneralAmt |
| Fundraising | $60,425 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,465 | TotalAmt |
| Program Services | $1,363,235 | ProgramServicesAmt |
| Management And General | $159,370 | ManagementAndGeneralAmt |
| Fundraising | $53,860 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,219 | TotalAmt |
| Program Services | $581,052 | ProgramServicesAmt |
| Management And General | $12,887 | ManagementAndGeneralAmt |
| Fundraising | $280 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,085 | TotalAmt |
| Program Services | $963,747 | ProgramServicesAmt |
| Fundraising | $338 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,210 | TotalAmt |
| Program Services | $287,605 | ProgramServicesAmt |
| Management And General | $65,182 | ManagementAndGeneralAmt |
| Fundraising | $4,423 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Training and new hire expenses | $193,429 | $129,433 | $50,589 | $13,407 |
| Community Outreach | $36,289 | $25,665 | $10,624 | |
| Miscellaneous | $31,491 | $31,177 | $314 | |
| Dues and Subscriptions | $28,877 | $24,415 | $3,902 | $560 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,770,641 | TotalAmt |
| Program Services | $15,122,896 | ProgramServicesAmt |
| Management And General | $2,108,218 | ManagementAndGeneralAmt |
| Fundraising | $539,527 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,018 | BOYAmt |
| EOY | $450,638 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,086 | BOYAmt |
| EOY | $1,155,145 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,663 | BOYAmt |
| EOY | $1,448,585 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,087 | BOYAmt |
| EOY | $27,624 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,534 | BOYAmt |
| EOY | $293,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,093,190 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,032,658 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,656,098 | BOYAmt |
| EOY | $5,060,532 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,028 | BOYAmt |
| EOY | $130,433 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,580 | BOYAmt |
| EOY | $250,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,413,094 | BOYAmt |
| EOY | $8,817,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,945 | BOYAmt |
| EOY | $1,313,555 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,448 | BOYAmt |
| EOY | $177,041 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,393 | BOYAmt |
| EOY | $1,490,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,241,658 | BOYAmt |
| EOY | $3,033,922 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,178,043 | BOYAmt |
| EOY | $4,292,559 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,419,701 | BOYAmt |
| EOY | $7,326,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,413,094 | BOYAmt |
| EOY | $8,817,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $897,386 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,394 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,473,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,499,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,399,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,563,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,882,205 | CurrentTaxYearAmt |
| Total | $65,818,326 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,473,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,499,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,399,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,563,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,882,205 | CurrentTaxYearAmt |
| Total | $65,818,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $65,818,326 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,960 | CurrentTaxYearAmt |
| Total | $80,919 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,834 | CurrentTaxYearAmt |
| Total | $36,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,936,108 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,549,611 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99821 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99896 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 5029.0, COLUMN E - 31834.0, COLUMN F - 36863.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,409 | BeginningYearBalanceAmt |
| Contributions | $13,024 | ContributionsAmt |
| End Year Balance | $130,433 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,252 | BeginningYearBalanceAmt |
| Contributions | $60,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,157 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $117,409 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,252 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,452 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $452 | AdministrativeExpensesAmt |
| End Year Balance | $47,252 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,406 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $342 | AdministrativeExpensesAmt |
| End Year Balance | $43,252 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.8433 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1567 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,101 | OtherCostOrOtherBasisAmt |
| Book Value | $217,101 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,750,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,904,922 | DepreciationAmt |
| Book Value | $1,845,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,007,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $642,925 | DepreciationAmt |
| Book Value | $2,364,289 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,118,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,484,811 | DepreciationAmt |
| Book Value | $634,046 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,060,532 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| LEASE LIABILITIES | $177,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $177,041 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,878,673 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,394 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $201,252 | OtherRevenueAmt |
| Revenue Not Reported | $210,646 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,668,027 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,668,027 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,002,623 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $231,982 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $231,982 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,770,641 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,770,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Endowment investment objective of the Association is to provide for the Association's long-term principal value of the investments and to support Association programming as budgeted and directed by the Board of Directors on an annual basis. The investment goals for the funds of the Endowment are: meet the payout requirements of the endowment, provide sufficient liquidity to meet distribution requirements, and earn a reasonable return on investment. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Organization qualifies as a charitable organization as defined by Internal Revenue Code Section 501(c)(3) and, accordingly is exempt from federal income taxes under Internal Revenue Code Section 501(a). It is the Organization's policy to account for any uncertainties in income tax law in accordance with FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. ASC 740-10 clarifies the accounting for uncertain income tax positions and requires that the Organization recognize the impact of such a tax position in its financial statements if, upon ultimate settlement, that position is more-likely-than not to be sustained. Management has evaluated the Organization's tax positions and concluded that the Organization has maintained its tax-exempt status and has taken no uncertain tax positions that require adjustment to the financial statements. As a result, no provision or liability for income taxes has been included in the financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Special event expenses - 201252 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | SRA Foundation EIN: 33-4771891 - 30730 Special event expenses - 201252 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $469,999 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $129,245 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $340,754 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $22,359 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $42,300 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,846 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,358 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,592 | OtherDirectExpensesEvent1Amt |
| Event2 | Box Lunch Bingo | Event2Nm |
| Gross Receipts Event2 | $159,434 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $159,434 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $47,516 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,475 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,382 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,440 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,984 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $629,433 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $129,245 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $500,188 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $69,875 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $45,775 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,228 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $15,798 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,576 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $201,252 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $298,936 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| In-Home Care Assistance | 463 | $1,624,691 |
| Free or Low Cost In-Home or Congregate Meals | 860 | $984,771 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | Senior Resource Association (SRA) annually monitors sub-contractors that provide services and meals for clients. The contract requirements between SRA and the Area Agency of Aging Palm Beach / Treasure Coast (AAA) provides the guidance for the vendor monitoring. AAA does quarterly and annual monitoring of SRA and the Department of Elder Affairs monitors the AAA. The monitorings include verification of services provided as well as expenditures compared to budgets. SRA utilizes Servtracker and the Florida Client Information and Registration Tracking System (CIRTS) databases for client, programs and service information. Federal and state mandates dictate the CIRTS data entry requirements. SRA staff conduct daily checks on documentation for services provided that include clients, caregivers, volunteers or staff signatures. Staff conduct monthly data integrity checks on units and annual client assessments. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Karen Deigl | ||||||||||||||
| CEO/President | $219,333 | $0 | $53,185 | $0 | $0 | $0 | $8,920 | $0 | $11,767 | $0 | $293,205 | $0 | $0 | $0 |
| Gabriel Pedrero | ||||||||||||||
| CFO | $164,546 | $0 | $10,200 | $0 | $0 | $0 | $6,590 | $0 | $18,560 | $0 | $199,896 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 821,166 including grants of $)(Revenue $ 302,581) Adult Day Care: Provides coordinated health, social, and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments. 102 unduplicated clients served; 82.35% deferred from nursing home placement. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 312,080 including grants of $) Guardian Program: 39 wards total were served, 38 public and 1 professional. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The CEO/President, Board Treasurer, and CFO review the 990. The Form 990 is then made available to all board members. |
| Form 990, Part VI, Line 12c Conflict of interest policy | It is policy that board members and employees update the chief personnel officer if there are changes. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Following the by-laws, a personnel committee is responsible for the annual review of the President/CEO. The committee consists of the Chairman of the Board and a minimum of two additional board members. A performance evaluation is completed by the committee, mutually agreed upon, and presented and discussed with the president/CEO. Mutually agreed upon goals are set for the coming year. If an increase in pay is granted, the committee considers data such as cost of living, average merit, and alignment with the rest of the organization. All employees, including key employees, do a written self-evaluation which is given to their immediate supervisors. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed upon goals are set for the coming year. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | All employees, including key employees, do a written self-evaluation which is given to their immediate supervisors. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed upon goals are set for the coming year. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Association falls under the Sunshine Law and has an open records policy. This statute allows public access to meetings and records. Tax returns are available on Candid. |
| Form 990, Part IX, Line 11g Other Fees | LEASED EMPLOYEES: - Total Expense: 3439311, Program Service Expense: 3439311, Management and General Expenses: , Fundraising Expenses: ; OTHER CONTRACT SERVICES: - Total Expense: 291423, Program Service Expense: 126237, Management and General Expenses: 105109, Fundraising Expenses: 60077; |
| Form 990, Part XII, Line 2c | The audit committee that has direct oversight of the audit process, with ultimate oversight by the board of directors. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martin County Transit LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 14th St | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 301424299 | EIN |
| Primary Activities | Operating public transit | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $29,053 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senior Resource Association Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senior Resource Association Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 14th St | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 334771891 | EIN |
| Primary Activities | To support and advance the programs of the Senior Resource Association | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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