Age-Friendly Carbondale: FY2020 Nonprofit Profile & Form 990 (EIN 26-0534007)

Revenue by fiscal year
FY2020	$251K
FY2021	$95K
FY2022	$30K

Net assets by fiscal year
FY2020	$59K
FY2021	$7K
FY2022	$19K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022. IRS ruling in Oct 2008.

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

Where the money goes

99 cents of each dollar spent went to programs.

99%

Program services 99% · $215K Management & general 1% · $2K Fundraising 0% · $135

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

5 people listed on the 990.

Part VII, Section A · reportable compensation

Larry Bogatz

Member at Large

$0Pt VII · Sec A

Sue Zislis

Program Chair

$0Pt VII · Sec A

Ron Kokish

President

$0Pt VII · Sec A

Udelle Stuckey

Secretary

$0Pt VII · Sec A

Ted Zislis

Treasurer

$0Pt VII · Sec A

See Age-Friendly Carbondale executive salaries →

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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 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides diverse educational and social programs for seniors.

Questions for Age-Friendly Carbondale

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Provided by the organization

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2 programs · $215K · in their own filed words · FY2020

01

Valley Meals and More

Provide meals and supplies to seniors who were impacted by covid.

$191Kprogram expense

02

To create a senior center and provide services and programs for senior citizens in the carbondale, co area and roaring fork valley and crystal river valley. Reopening our lives a monthly series of events, online and live featuring topics like birding, gardening, coping with death, recovery from pandemic isolation and the colorful history…

$24Kprogram 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 · FY2022

AARPFY2022$6K

Total grants receivedfrom 1 funder$6K

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$251K

Ln 12

Gifts and grantsLn 1h$250K

Other incomeLn 4–11$1K

Investment incomeLn 3$3

Money outPt IX

$217K

Ln 25

Programscol B$215K

Managementcol C$2K

Fundraisingcol D$135

Owns and owesPt X

$59K

net assets · Ln 32

Cash and savingsLn 1–2$56K

Total assetsLn 16$59K

LiabilitiesLn 26$0

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$250K

Government grantsLn 1e$66K

Investment incomeLn 3$3

Other incomeLn 4–11$1K

Total revenueLn 12$251K

Assets in detailPt X, end of year

CashLn 1$56K

Cash and savings togetherLn 1–2$56K

Other assetsLn 15$3K

Total assetsLn 16$59K

LiabilitiesLn 26$0

Net assetsLn 32$59K

OperationsPt I, VI

EmployeesI 50

VolunteersI 610

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$22K	$56K
Total assetsLn 16	$25K	$59K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$25K	$59K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$1K	$1K
Other fees for servicesLn 11g	$31K	$31K
Advertising and promotionLn 12	$7K	$7K		$135
Office expensesLn 13	$797	$717	$80
Information technologyLn 14	$234	$234
OccupancyLn 16	$7K	$7K	$746
Conferences, conventions and meetingsLn 19	$105	$105
InsuranceLn 23	$2K	$1K	$1K
Other expenses (24a–d)Ln 24	$167K	$167K
Total functional expensesLn 25	$217K	$215K	$2K	$135

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2022 Latest	$30K			$19K	990 PDF
FY2021	$95K			$7K	990 PDF
FY2020 Viewing	$251K	$217K	$34K	$59K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $250,780 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $9,713$249,644

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $8$3

I-11 Other revenuePrior year $16,510$1,133

I-12 Total revenuePrior year $26,231$250,780

I-13 Grants and similar amounts paidPrior year $0$1,200

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $21,084$216,006

I-18 Total expensesPrior year $21,084$217,206

I-19 Revenue less expensesPrior year $5,147$33,574

Part VI · Governance 4 of 5 board members independent, 5 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members4

VI-2 Family or business relationship among officers or directorsYes

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

Part VIII · Statement of revenue $250,780 across 6 lines filed

VIII-1e Government grants$66,084

VIII-1f All other contributions, gifts and grants$183,560

VIII-1h Total contributions, gifts and grants$249,644

VIII-3 Investment incomeExcluded from tax $3$3

VIII-6 Net rental income or lossRelated to mission $1,133$1,133

VIII-12 Total revenueRelated to mission $1,133 · Unrelated business $0 · Excluded from tax $3$250,780

Part IX · Statement of functional expenses $217,206 across 9 lines filed

IX-1 Grants to domestic organizationsPrograms $1,200$1,200

IX-11g Other fees for servicesPrograms $31,000$31,000

IX-12 Advertising and promotionPrograms $7,050 · Fundraising $135$7,185

IX-13 Office expensesPrograms $717 · Management $80$797

IX-14 Information technologyPrograms $234$234

IX-16 OccupancyPrograms $6,719 · Management $746$7,465

IX-19 Conferences, conventions and meetingsPrograms $105$105

IX-23 InsurancePrograms $1,106 · Management $1,000$2,106

IX-24 Other expenses (24a–d)Programs $167,114$167,114

IX-25 Total functional expensesPrograms $215,245 · Management $1,826 · Fundraising $135$217,206

Part X · Balance sheet $58,776 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $22,442$55,986

X-15 Other assetsStart of year $2,810$2,790

X-16 Total assetsStart of year $25,252$58,776

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $25,252$21,012

X-28 Net assets with donor restrictions$37,764

X-32 Total net assets or fund balancesStart of year $25,252$58,776

X-33 Total liabilities and net assetsStart of year $25,252$58,776

Part XI · Reconciliation of net assets $58,776 net assets at year end

XI-1 Total revenue$250,780

XI-2 Total expenses$217,206

XI-3 Revenue less expenses$33,574

XI-4 Net assets at start of year$25,252

XI-8 Prior period adjustments−$50

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$58,776

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Age-Friendly Carbondale FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Age-Friendly Carbondale

Valley Meals and More

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV