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Elderlife INC FY2024 filing

Tax-deductible

Utica, NY501(c)(3)Human Services EIN 16-1557404Revenue $2.5M in FY2024Latest return filed Nov 10, 2025

On file with the IRStheparkwaycenter.orgUtica, NYTax-exempt since Mar 1999Publicly supported charity — 170(b)(1)(A)(vi)

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Provide programs and services to individuals 50 years and older, empowering them to live healthy and vibrant lives.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $316K a year · 23% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $40K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$638K
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
+184% vs prior year
Spent
$1.1M
To programs
82%
Net assets
$2.4M
By yearFY2021–FY2025
Revenue
$2.5M
FY2024▲ +184%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$862K
FY2023$895K
FY2024$2.5M
FY2025$1.2M
Expenses
$1.1M
FY2024▲ +0.9%
Tap a bar for its year
Expenses by fiscal year
FY2021$892K
FY2022$972K
FY2023$1.1M
FY2024$1.1M
FY2025$1.3M
Net assets
$2.4M
FY2024▲ +206%
Tap a bar for its year
Net assets by fiscal year
FY2021$926K
FY2022$816K
FY2023$773K
FY2024$2.4M
FY2025$2.5M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $868K Management & general 14% · $152K Fundraising 4% · $41K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
David Short
Director
$0Pt VII · Sec A
Michele Kohl
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Richard Pratt
President
$0Pt VII · Sec A
See Elderlife INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers older adults with programs and services for healthy, vibrant lives.

Questions for Elderlife INC

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1 program · $868K · in their own filed words · FY2023
01

Social development, education and informational services for seniors

$868Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Community Foundation of Herkimer and Oneida Counties INCFY2024$20K
United Way of the Valley & Greater Utica Area INCFY2024$20K
Total grants receivedfrom 2 funders$40K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$1.7M
Fees for servicesLn 2g$815K
Investment incomeLn 3$3K
Money outPt IX
$1.1M
Ln 25
Programscol B$868K
Managementcol C$152K
Fundraisingcol D$41K
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$774K
Total assetsLn 16$3.0M
LiabilitiesLn 26$638K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Government grantsLn 1e$1.5M
Fees for servicesLn 2g$815K
Investment incomeLn 3$3K
Other incomeLn 4–11$3K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$774K
Cash and savings togetherLn 1–2$774K
Accounts receivableLn 4$304K
Prepaid expenses and deferred chargesLn 9$8K
Land, buildings, equipmentLn 10c$1.9M
Total assetsLn 16$3.0M
LiabilitiesLn 26$638K
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 524
VolunteersI 617
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$806K$774K
Land, buildings, equipmentLn 10c$334K$1.9M
Total assetsLn 16$1.4M$3.0M
LiabilitiesLn 26$670K$638K
Net assetsLn 32$773K$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$461K$382K$46K$32K
Pension plan contributionsLn 8$8K$7K$794$555
Payroll taxesLn 10$55K$46K$5K$4K
Accounting feesLn 11c$15K$3K$12K
Office expensesLn 13$11K$5K$4K$1K
OccupancyLn 16$220K$176K$44K
Conferences, conventions and meetingsLn 19$14K$12K$1K
Depreciation, depletion and amortizationLn 22$46K$27K$18K
InsuranceLn 23$24K$19K$5K
Other expenses (24a–d)Ln 24$204K$188K$12K$3K
All other expensesLn 24e$5K$2K$3K
Total functional expensesLn 25$1.1M$868K$152K$41K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 10, 2025 $1.2M$1.3M−$91K$2.5M 990 PDF
FY2024 ViewingFiled with the IRS Nov 5, 2024 $2.5M$1.1M$1.5M$2.4M 990 PDF
FY2023Filed with the IRS Nov 13, 2023 $895K$1.1M−$157K$773K 990 PDF
FY2022Filed with the IRS Oct 21, 2022 $862K$972K−$110K$816K 990 PDF
FY2021Filed with the IRS Nov 8, 2021 $1.3M$892K$457K$926K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,541,585 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $229,740$1,721,493
I-9 Program service revenuePrior year $659,412$814,944
I-10 Investment incomePrior year $2,765$2,595
I-11 Other revenuePrior year $2,782$2,553
I-12 Total revenuePrior year $894,699$2,541,585
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $513,780$523,480
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $538,068$537,773
I-18 Total expensesPrior year $1,051,848$1,061,253
I-19 Revenue less expensesPrior year −$157,149$1,480,332
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,541,585 across 9 lines filed
VIII-1b Membership dues$35,931
VIII-1e Government grants$1,528,270
VIII-1f All other contributions, gifts and grants$157,292
VIII-1h Total contributions, gifts and grants$1,721,493
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $814,944$814,944
VIII-3 Investment incomeRelated to mission $2,595$2,595
VIII-8 Net income from fundraising eventsExcluded from tax $961$961
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,592$1,592
VIII-12 Total revenueRelated to mission $819,131 · Unrelated business $0 · Excluded from tax $961$2,541,585
Part IX · Statement of functional expenses $1,061,253 across 11 lines filed
IX-7 Other salaries and wagesPrograms $382,273 · Management $46,057 · Fundraising $32,240$460,570
IX-8 Pension plan contributionsPrograms $6,587 · Management $794 · Fundraising $555$7,936
IX-10 Payroll taxesPrograms $45,628 · Management $5,497 · Fundraising $3,849$54,974
IX-11c Accounting feesPrograms $2,947 · Management $11,786$14,733
IX-13 Office expensesPrograms $5,494 · Management $4,396 · Fundraising $1,099$10,989
IX-16 OccupancyPrograms $175,622 · Management $43,905$219,527
IX-19 Conferences, conventions and meetingsPrograms $12,216 · Management $1,357$13,573
IX-22 Depreciation, depletion and amortizationPrograms $27,387 · Management $18,258$45,645
IX-23 InsurancePrograms $19,389 · Management $4,847$24,236
IX-24 Other expenses (24a–d)Programs $188,369 · Management $12,319 · Fundraising $3,080$203,768
IX-24e All other expensesPrograms $2,148 · Management $3,154$5,302
IX-25 Total functional expensesPrograms $868,060 · Management $152,370 · Fundraising $40,823$1,061,253
Part X · Balance sheet $3,004,940 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $806,345$773,683
X-4 Accounts receivableStart of year $294,462$304,051
X-9 Prepaid expenses and deferred chargesStart of year $8,121$8,121
X-10c Land, buildings and equipment, netStart of year $334,009$1,919,085
X-16 Total assetsStart of year $1,442,937$3,004,940
X-17 Accounts payable and accrued expensesStart of year $670,041$637,650
X-26 Total liabilitiesStart of year $670,041$637,650
X-27 Net assets without donor restrictionsStart of year $752,993$2,350,388
X-28 Net assets with donor restrictionsStart of year $19,903$16,902
X-32 Total net assets or fund balancesStart of year $772,896$2,367,290
X-33 Total liabilities and net assetsStart of year $1,442,937$3,004,940
Part XI · Reconciliation of net assets $2,367,290 net assets at year end
XI-1 Total revenue$2,541,585
XI-2 Total expenses$1,061,253
XI-3 Revenue less expenses$1,480,332
XI-4 Net assets at start of year$772,896
XI-6 Donated services and use of facilities$114,062
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,367,290

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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