Serving Older Adults Of Southeast Wisconsin Inc
- Assets
- $644.0k
- Revenue
- $1.8m
- Investments
- $0.0
- Employees
- 39
- Location
- Milwaukee, WI
- Founding
- 03/2019
- Data as of
- 12/2021
- EIN
- 83-0637217
Organization Overview
Serving Older Adults Of Southeast Wisconsin Inc is located in Milwaukee, WI. The organization was established in 2019. According to its NTEE Classification (P45) the organization is classified as: Family Services for Adolescent Parents, under the broad grouping of Human Services and related organizations. As of 12/2021, Serving Older Adults Of Southeast Wisconsin Inc employed 39 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Serving Older Adults Of Southeast Wisconsin Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Serving Older Adults Of Southeast Wisconsin Inc generated $1.8m in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 6.2% each year. All expenses for the organization totaled $1.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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 INCLUDES SOCIALIZATION, RECREATION, AND EDUCATIONAL PROGRAMS FOR SENIORS. 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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2021, WE SERVED 5,517 INDIVIDUALS AGED 50 OR BETTER IN THE MILWAUKEE COUNTY AREA, ENCOMPASSING 36 ZIP CODES. WE FACILITATED 204,991 ACTIVITY CHECK INS, 13,717 WELLNESS CALLS, AND SERVED 52,845 MEALS. WE COLLABORATED WITH 64 COMMUNITY PARTNERS AND ARE THANKFUL FOR THE 184 VOLUNTEERS WHO PROVIDED 16,309 HOURS OF SERVICE.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cathy Wood President/ceo | Officer | 40 | $105,724 |
Jodi Bauer CFO | Officer | 40 | $73,526 |
Jordan Luhr Vice Chair | OfficerTrustee | 1 | $0 |
Mindy Anderson Chair | OfficerTrustee | 1 | $0 |
Stephanie Mares Treasurer | OfficerTrustee | 1 | $0 |
Bridgette Frommell Secretary | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,199,828 |
| All other contributions, gifts, grants, and similar amounts not included above | $509,403 |
| Noncash contributions included in lines 1a–1f | $4,730 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,709,231 |
| Total Program Service Revenue | $34,959 |
| Investment income | $18 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $16,070 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $1,351 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,765,473 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $190,348 |
| Compensation of current officers, directors, key employees. | $22,161 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $756,209 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $64,844 |
| Payroll taxes | $80,004 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,200 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $40,613 |
| Advertising and promotion | $0 |
| Office expenses | $36,070 |
| Information technology | $6,665 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $3,670 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,040 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $12,525 |
| All other expenses | $13,053 |
| Total functional expenses | $1,339,327 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $111,863 |
| Savings and temporary cash investments | $299,581 |
| Pledges and grants receivable | $150,000 |
| Accounts receivable, net | $58,736 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $23,807 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $643,987 |
| Accounts payable and accrued expenses | $48,193 |
| Grants payable | $0 |
| Deferred revenue | $6,789 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $54,982 |
| Net assets without donor restrictions | $158,159 |
| Net assets with donor restrictions | $430,846 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $643,987 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Serving Older Adults Of Southeast Wisconsin Inc has recieved totaling $149,948.
| Awarding Organization | Amount |
|---|---|
Saint Johns Communities Inc Milwaukee, WI PURPOSE: SENIOR OUTREACH | $70,326 |
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: THE PURCHASE OF A LONGARM QUILTING MACHINE FOR THE CLINTON ROSE SENIOR CENTER IN MEMORY OF WENDY P. SAGER; WITH ANY REMAINING FUNDS DIRECTED TO PROGRAMS AND ACTIVITIES AT THE CLINTON ROSE SENIOR CENTER | $25,000 |
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: THE PURCHASE OF A LONGARM QUILTING MACHINE FOR THE CLINTON ROSE SENIOR CENTER IN MEMORY OF WENDY P. SAGER; WITH ANY REMAINING FUNDS DIRECTED TO PROGRAMS AND ACTIVITIES AT THE CLINTON ROSE SENIOR CENTER | $25,000 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI PURPOSE: DIGITAL DEVICES | $20,000 |
Central Indiana Community Foundation Inc Indianapolis, IN PURPOSE: Community Relief Fund Grant | $9,500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $122 |
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