To provide personal care services to low-income senior citizens.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Run by 10 volunteers and 273 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $360K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$378K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.0M
90% of total assets
Concern: liabilities are 90% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.5M
+8% vs prior year
Spent
$12.1M
To programs
92%
Net assets
$449K
By yearFY2020–FY2024
Revenue
$12.5M
FY2024▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.6M
FY2021$9.3M
FY2022$12.0M
FY2023$11.6M
FY2024$12.5M
Expenses
$12.1M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$10.1M
FY2021$9.5M
FY2022$10.9M
FY2023$11.7M
FY2024$12.1M
Net assets
$449K
FY2024▲ ×12
Tap a bar for its year
Net assets by fiscal year
FY2020−$781K
FY2021−$959K
FY2022$204K
FY2023$36K
FY2024$449K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1994.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $11.2M Management & general 8% · $934K

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

13 people listed on the 990; $378K paid to officers and key staff.

Part VII, Section A · reportable compensation
Marketing Director
$136,082Pt VII · Sec A
Marketing Director
$132,570Pt VII · Sec A
Campus Executive Director
$109,738Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Chairman of the Board
$0Pt VII · Sec A
Asst. Treasurer
$0Pt VII · Sec A

Treva Nell’s $136K as Marketing Director is at the 11th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Treva Nell$136,082$136,932$140,083$134,143—
Jason Turri$132,570$135,788$131,959$130,080—
Gwen O'Neal—$125,598$108,482$123,827—
Candace Baugher End 112020————$111,092
Denise Ocasio$109,738————
Gwen O'Neal Ed Eff 112020————$80,216

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Offers personal care services to low-income senior citizens.

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Provided by the organization

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1 program · $11.2M · in their own filed words · FY2024
01

Provide personal care services to low to moderate income elderly.

$11.2Mprogram 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 · FY2023
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$12.5M
Ln 12
Fees for servicesLn 2g$11.4M
Gifts and grantsLn 1h$880K
Other incomeLn 4–11$197K
Money outPt IX
$12.1M
Ln 25
Programscol B$11.2M
Managementcol C$934K
Owns and owesPt X
$449K
net assets · Ln 32
Cash and savingsLn 1–2$400K
Total assetsLn 16$4.5M
LiabilitiesLn 26$4.0M
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$880K
Government grantsLn 1e$375K
Fees for servicesLn 2g$11.4M
Investment incomeLn 3$39K
Other incomeLn 4–11$197K
Total revenueLn 12$12.5M
Assets in detailPt X, end of year
CashLn 1$400K
Cash and savings togetherLn 1–2$400K
Land, buildings, equipmentLn 10c$3.1M
Other assetsLn 15$326K
Total assetsLn 16$4.5M
LiabilitiesLn 26$4.0M
Net assetsLn 32$449K
OperationsPt I, VI
EmployeesI 5273
VolunteersI 610
Fiscal year endsHeaderDecember
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$228K$400K
Land, buildings, equipmentLn 10c$3.0M$3.1M
Total assetsLn 16$4.0M$4.5M
LiabilitiesLn 26$4.0M$4.0M
Net assetsLn 32$36K$449K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$118K$118K
Other salaries and wagesLn 7$6.1M$6.1M
Pension plan contributionsLn 8$47K$47K
Other employee benefitsLn 9$660K$660K
Payroll taxesLn 10$519K$519K
Management feesLn 11a$598K$598K
Legal feesLn 11b$56K$56K
Accounting feesLn 11c$76K$76K
Other fees for servicesLn 11g$689$689
Advertising and promotionLn 12$126K$126K
Office expensesLn 13$63K$63K
OccupancyLn 16$1.3M$1.3M
TravelLn 17$37K$37K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$355K$355K
InsuranceLn 23$208K$208K
Other expenses (24a–d)Ln 24$1.9M$1.8M$141K
Total functional expensesLn 25$12.1M$11.2M$934K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $12.5M$12.1M$412K$449K 990 PDF
FY2023 $11.6M$11.7M−$168K$36K 990 PDF
FY2022 $12.0M$10.9M$1.2M$204K 990 PDF
FY2021 $9.3M$9.5M−$178K−$959K 990 PDF
FY2020 $10.6M$10.1M$570K−$781K 990 PDF

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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 $12,528,974 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $251,873$880,374
I-9 Program service revenuePrior year $11,096,710$11,413,132
I-10 Investment incomePrior year $21,546$38,624
I-11 Other revenuePrior year $186,690$196,844
I-12 Total revenuePrior year $11,556,819$12,528,974
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 $7,331,642$7,399,059
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,392,776$4,717,682
I-18 Total expensesPrior year $11,724,418$12,116,741
I-19 Revenue less expensesPrior year −$167,599$412,233
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $12,528,974 across 8 lines filed
VIII-1a Federated campaigns$5,354
VIII-1e Government grants$375,020
VIII-1f All other contributions, gifts and grants$500,000
VIII-1h Total contributions, gifts and grants$880,374
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,413,132$11,413,132
VIII-3 Investment incomeRelated to mission $17,663 · Excluded from tax $20,961$38,624
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $196,844$196,844
VIII-12 Total revenueRelated to mission $11,627,639 · Unrelated business $0 · Excluded from tax $20,961$12,528,974
Part IX · Statement of functional expenses $12,116,741 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $117,941$117,941
IX-7 Other salaries and wagesPrograms $6,055,907$6,055,907
IX-8 Pension plan contributionsPrograms $46,722$46,722
IX-9 Other employee benefitsPrograms $659,884$659,884
IX-10 Payroll taxesPrograms $518,605$518,605
IX-11a Management feesManagement $597,559$597,559
IX-11b Legal feesManagement $55,916$55,916
IX-11c Accounting feesManagement $76,096$76,096
IX-11g Other fees for servicesPrograms $689$689
IX-12 Advertising and promotionPrograms $125,729$125,729
IX-13 Office expensesManagement $62,796$62,796
IX-16 OccupancyPrograms $1,265,978$1,265,978
IX-17 TravelPrograms $36,525$36,525
IX-20 InterestPrograms $1,704$1,704
IX-22 Depreciation, depletion and amortizationPrograms $355,435$355,435
IX-23 InsurancePrograms $207,528$207,528
IX-24 Other expenses (24a–d)Programs $1,790,326 · Management $141,401$1,931,727
IX-25 Total functional expensesPrograms $11,182,973 · Management $933,768 · Fundraising $0$12,116,741
Part X · Balance sheet $4,471,468 assets, 13 lines filed
Asset lines not itemized here account for $3,700; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $227,703$400,330
X-4 Accounts receivableStart of year $244,165$192,231
X-9 Prepaid expenses and deferred chargesStart of year $231,487$443,886
X-10c Land, buildings and equipment, netStart of year $3,016,474$3,105,029
X-15 Other assetsStart of year $317,581$326,292
X-16 Total assetsStart of year $4,037,410$4,471,468
X-17 Accounts payable and accrued expensesStart of year $840,070$937,617
X-19 Deferred revenueStart of year $262,284$284,591
X-25 Other liabilitiesStart of year $512,402$412,267
X-26 Total liabilitiesStart of year $4,001,098$4,022,923
X-27 Net assets without donor restrictionsStart of year $36,312$448,545
X-32 Total net assets or fund balancesStart of year $36,312$448,545
X-33 Total liabilities and net assetsStart of year $4,037,410$4,471,468
Part XI · Reconciliation of net assets $448,545 net assets at year end
XI-1 Total revenue$12,528,974
XI-2 Total expenses$12,116,741
XI-3 Revenue less expenses$412,233
XI-4 Net assets at start of year$36,312
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$448,545

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

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