2026-09-21T08:51:12-05:00 2025-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2025-01-01 830637217 SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC SERV 4147043343 4420 W VLIET STREET MILWAUKEE WI 53208 MICHAEL VANBLARICUM PRESIDENT/CEO 4147043343 2026-09-21 1 DIANA G LUTTMANN P01075770 4142711451 2026-09-21 2025 MICHAEL VANBLARICUM 4420 W VLIET STREET MILWAUKEE WI 53208 2278086 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. 7 7 69 282 0 0 1922676 2077193 53747 59624 749 581 87937 101707 2065109 2239105 0 0 0 0 1455095 1475928 0 0 115185 627345 494801 2082440 1970729 -17331 268376 548154 825707 77181 86358 470973 739349 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 1603506 161331 THE ORGANIZATION PROVIDED PROGRAMMING TO OLDER ADULTS, AGES 50 AND BETTER, THROUGH PROGRAMMING DESIGNED TO ENRICH THE LIVES OF THOSE INVOLVED. THE ORGANIZATION OPERATED 5 SENIOR CENTERS WHICH OFFER A PLACE TO SOCIALIZE, EXERCISE, AND PARTICIPATE IN CLASSES AND PROGRAMS. A DINING PROGRAM IS PROVIDED AT EACH OF THE SENIOR CENTERS OFFERING A DELICIOUS, NUTRITIOUS, AND BALANCED LUNCH. THE ORGANIZATION EMPOWERS OLDER ADULTS TO INCREASE INDEPENDENCE, MAKE AND MAINTAIN CONNECTIONS, AND ENHANCE WELL-BEING THROUGH ITS TECH CONNECT PROGRAM BY PROVIDING TECHNOLOGY DEVICE ACCESS AND TRAINING. THE ORGANIZATION COORDINATED ACTIVITY CHECK INS AND COLLABORATED WITH COMMUNITY PARTERS. THE ORGANIZATION ACCOMPLISHED THESE PROGRAMMING SERVICES WITH GRATITUDE FOR ITS STAFF AND SIGNIFICANT VOLUNTEER SERVICES. 1603506 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 0 0 0 1 8 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X THE ORGANIZATION 4147043343 4420 W VLIET STREET MILWAUKEE WI 53208 CATHY WOOD PART YEAR PRESIDENT/CEO 40.00 X 59607 0 0 MICHAEL VANBLARICUM PRESIDENT/CEO 40.00 X 76246 0 19591 JAMI BURRELL CHAIR 1.00 X X 0 0 0 STEPHANIE MARES VICE CHAIR 1.00 X X 0 0 0 NITA FARROW TREASURER 1.00 X X 0 0 0 BRIDGETTE FROMMELL PART YEAR SECRETARY 1.00 X X 0 0 0 JIM SHERIDAN SECRETARY 1.00 X X 0 0 0 MINDY ANDERSON DIRECTOR 1.00 X 0 0 0 CHARLES WOODWARD DIRECTOR 1.00 X 0 0 0 MARK JOERREES DIRECTOR 1.00 X 0 0 0 JOHNNY GARDETTO DIRECTOR 1.00 X 0 0 0 135853 0 19591 0 0 0 0 0 65853 1392114 619226 172808 2077193 SENIOR CENTER PROGRAMM 624110 59624 59624 59624 581 581 96452 0 96452 96452 96452 38981 65853 38981 0 MISCELLANEOUS 900099 5255 5255 5255 2239105 161331 0 581 148587 127908 14859 5820 1152262 919271 163346 69645 71719 63533 2830 5356 103360 82688 12890 7782 10500 10500 90052 38078 34282 17692 23721 15612 2911 5198 11972 11735 113 124 13833 13556 277 2910 1445 1448 17 24365 24365 21609 17252 2637 1720 DONATED GOODS 172808 172203 605 MAINTENANCE OF BLDG AND 46309 46309 ACTIVITY EXPENSES 39707 37760 629 1318 EQUIPMENT PURCHASES 15100 13421 1275 404 21915 18370 3436 109 1970729 1603506 252038 115185 188101 214943 77099 385681 220121 190372 2320 2043 20311 15201 30555 14718 40202 15837 0 1630 548154 825707 64410 76648 12771 9710 77181 86358 X 384206 692497 86767 46852 470973 739349 548154 825707 268376 0 X 0 1 X 1 0 X 1709231 1349016 1606335 1922676 2077193 8664451 1709231 1349016 1606335 1922676 2077193 8664451 133796 8530655 18 56 403 749 581 1807 5195 17339 16830 35486 38981 113831 8780089 660181 0.97160 0.97630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2021 AMOUNT: $ 1,351. 2022 AMOUNT: $ 8,750. 2023 AMOUNT: $ 13,748. 2024 AMOUNT: $ 35,486. 2025 AMOUNT: $ 38,981. MISCELLANEOUS - 2021 AMOUNT: $ 3,844. 2022 AMOUNT: $ 8,589. 2023 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11850 11850 0 18705 2868 15837 15837 X 2241100 1995 1995 2239105 0 2239105 1973524 2795 2795 1970729 0 1970729 PART X, LINE 2: SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN, INC. IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. SOA SOLUTIONS, INC. 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, 2025, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME - SOA SOLUTIONS, INC. 1,995. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES - SOA SOLUTIONS, INC. 2,795. GOLF OUTING 104834 65853 38981 32345 6636 104834 65853 38981 32345 6636 38981 0 X 171857 FMV X PROGRAM SUPPLIES 2 951 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. SOA SOLUTIONS INC 6180 OVERLOOK COURT GREENDALE WI 53129 933622285 PROGRAMMING WI 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SOA SOLUTIONS INC Q 1630 ACTUAL COSTS