To promote the independence and enhance the life of seniors.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$657K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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 $1.7M a year · 12% 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$657K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $5.1M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $5.1M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $165K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.6M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.0M
+62% vs prior year
Spent
$14.3M
To programs
83%
Net assets
$11.3M
By yearFY2020–FY2024
Revenue
$14.0M
FY2022▲ +62%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.9M
FY2021$8.7M
FY2022$14.0M
FY2023$15.5M
FY2024$21.1M
Expenses
$14.3M
FY2022▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.5M
FY2021$11.6M
FY2022$14.3M
FY2023$15.0M
FY2024$15.5M
Net assets
$11.3M
FY2022▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.0M
FY2021$12.2M
FY2022$11.3M
FY2023$12.2M
FY2024$18.0M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2014.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $11.8M Management & general 10% · $1.5M Fundraising 7% · $964K

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

21 people listed on the 990; $657K paid to officers and key staff.

Part VII, Section A · reportable compensation
$212,250Pt VII · Sec A
Chief Integration Officer
$162,445Pt VII · Sec A
Chief Production
$100,778Pt VII · Sec A
Chief Administrative Offic
$95,638Pt VII · Sec A
Chief Operating Officer
$86,111Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Michael Dunn’s $139K as Ceo-Start 5/24 is at the 15th percentile of top reported officer pay among 3122 $10–100M human services 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jennifer Steele—$141,873$212,250$231,486$131,694
Tracey Collins——$162,445$113,578—
Michael Dunn$139,400————
Connie Baker$135,972$135,513$86,111$67,259—
Forest Russman—$135,580———
Michael Beck$115,537$125,015$100,778——
Robin Rodgers$117,447$123,305$95,638$109,880$102,111
Shelley Goering—$115,621———

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

Helps seniors live independently and improve their lives.

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Provided by the organization

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3 programs · $11.0M · in their own filed words · FY2022
01

Food Deliveries

Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided not only to our seniors who need in-home meal services, but also to those dining at congregate locations. In 2022, a total of 985,644 meals were served to seniors in these settings.

$8.7Mprogram expense
02

Specialized Transportation

Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 36,295 trips in 2022.

$1.1Mprogram expense
03

Client Services

Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,870 hours or services in 2022.

$1.1Mprogram 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 · FY2025

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$14.0M
Ln 12
Fees for servicesLn 2g$10.0M
Gifts and grantsLn 1h$3.8M
Investment incomeLn 3$259K
Money outPt IX
$14.3M
Ln 25
Programscol B$11.8M
Managementcol C$1.5M
Fundraisingcol D$964K
Owns and owesPt X
$11.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$13.9M
LiabilitiesLn 26$2.6M
PeoplePt VI, VII
21
listed · VII A
PaidVII A5
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.8M
Government grantsLn 1e$2.7M
Noncash giftsLn 1g$53K
Fundraising eventsLn 1c$134K
Fees for servicesLn 2g$10.0M
Investment incomeLn 3$259K
Gains on assetsLn 7$118K
Total revenueLn 12$14.0M
Assets in detailPt X, end of year
CashLn 1$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$5.1M
Land, buildings, equipmentLn 10c$3.3M
Other assetsLn 15$811K
Total assetsLn 16$13.9M
LiabilitiesLn 26$2.6M
Net assetsLn 32$11.3M
OperationsPt I, VI
EmployeesI 5205
VolunteersI 6996
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 FY22End FY22
Cash and savingsLn 1–2$3.3M$1.1M
InvestmentsLn 11–13$6.1M$5.1M
Land, buildings, equipmentLn 10c$3.2M$3.3M
Total assetsLn 16$13.9M$13.9M
LiabilitiesLn 26$1.8M$2.6M
Net assetsLn 32$12.2M$11.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$588K$233K$236K$118K
Other salaries and wagesLn 7$5.1M$4.6M$356K$150K
Pension plan contributionsLn 8$183K$167K$11K$5K
Other employee benefitsLn 9$527K$466K$41K$20K
Payroll taxesLn 10$413K$359K$37K$18K
Legal feesLn 11b$43K$21K$11K$11K
Accounting feesLn 11c$142K$69K$38K$35K
Professional fundraising feesLn 11e$152K$152K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$999K$560K$306K$133K
Advertising and promotionLn 12$198K$64K$80K$55K
Office expensesLn 13$679K$566K$43K$70K
Information technologyLn 14$242K$78K$80K$84K
OccupancyLn 16$307K$307K
Conferences, conventions and meetingsLn 19$7K$2K$2K$2K
InterestLn 20$14K$5K$5K$5K
Depreciation, depletion and amortizationLn 22$310K$292K$16K$2K
InsuranceLn 23$191K$149K$39K$3K
Other expenses (24a–d)Ln 24$4.1M$3.9M$133K$101K
Total functional expensesLn 25$14.3M$11.8M$1.5M$964K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $21.1M$15.5M$5.6M$18.0M 990 PDF
FY2023 $15.5M$15.0M$531K$12.2M 990 PDF
FY2022 Viewing $14.0M$14.3M−$209K$11.3M 990 PDF
FY2021 $8.7M$11.6M−$2.9M$12.2M 990 PDF
FY2020 $12.9M$7.5M$5.4M$13.0M 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 M · Noncash J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $14,041,634 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,091,945$3,819,237
I-9 Program service revenuePrior year $7,264,511$10,040,013
I-10 Investment incomePrior year $397,996$259,310
I-11 Other revenuePrior year −$67,540−$76,926
I-12 Total revenuePrior year $8,686,912$14,041,634
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 $5,845,774$6,807,566
I-16a Professional fundraising feesPrior year $0$151,625
I-17 Other expensesPrior year $5,786,490$7,291,598
I-18 Total expensesPrior year $11,632,264$14,250,789
I-19 Revenue less expensesPrior year −$2,945,352−$209,155
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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 $14,041,634 across 12 lines filed
VIII-1a Federated campaigns$307,818
VIII-1c Fundraising events$134,090
VIII-1e Government grants$2,664,093
VIII-1f All other contributions, gifts and grants$713,236
VIII-1g Noncash contributions (included above)$52,876
VIII-1h Total contributions, gifts and grants$3,819,237
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,040,013$10,040,013
VIII-3 Investment incomeExcluded from tax $140,943$140,943
VIII-7 Net gain or loss on sales of assetsExcluded from tax $118,367$118,367
VIII-8 Net income from fundraising eventsExcluded from tax −$107,648−$107,648
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $30,722$30,722
VIII-12 Total revenueRelated to mission $10,040,013 · Unrelated business $0 · Excluded from tax $182,384$14,041,634
Part IX · Statement of functional expenses $14,250,789 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $233,029 · Management $236,440 · Fundraising $118,220$587,689
IX-7 Other salaries and wagesPrograms $4,591,435 · Management $355,594 · Fundraising $150,313$5,097,342
IX-8 Pension plan contributionsPrograms $167,064 · Management $10,680 · Fundraising $4,908$182,652
IX-9 Other employee benefitsPrograms $465,545 · Management $41,484 · Fundraising $19,547$526,576
IX-10 Payroll taxesPrograms $358,934 · Management $36,854 · Fundraising $17,519$413,307
IX-11b Legal feesPrograms $20,799 · Management $11,348 · Fundraising $10,561$42,708
IX-11c Accounting feesPrograms $69,398 · Management $37,864 · Fundraising $35,237$142,499
IX-11e Professional fundraising feesFundraising $151,625$151,625
IX-11f Investment management feesManagement $22,736$22,736
IX-11g Other fees for servicesPrograms $560,354 · Management $305,734 · Fundraising $132,895$998,983
IX-12 Advertising and promotionPrograms $63,674 · Management $79,579 · Fundraising $54,983$198,236
IX-13 Office expensesPrograms $566,295 · Management $42,910 · Fundraising $70,266$679,471
IX-14 Information technologyPrograms $77,705 · Management $79,868 · Fundraising $84,346$241,919
IX-16 OccupancyPrograms $307,360$307,360
IX-19 Conferences, conventions and meetingsPrograms $2,171 · Management $2,231 · Fundraising $2,357$6,759
IX-20 InterestPrograms $4,554 · Management $4,680 · Fundraising $4,945$14,179
IX-22 Depreciation, depletion and amortizationPrograms $291,894 · Management $15,969 · Fundraising $2,377$310,240
IX-23 InsurancePrograms $149,368 · Management $38,741 · Fundraising $2,977$191,086
IX-24 Other expenses (24a–d)Programs $3,901,783 · Management $132,881 · Fundraising $100,758$4,135,422
IX-25 Total functional expensesPrograms $11,831,362 · Management $1,455,593 · Fundraising $963,834$14,250,789
Part X · Balance sheet $13,859,653 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $3,326,455$1,089,166
X-3 Pledges and grants receivableStart of year $1,084,646$3,247,914
X-8 Inventories for sale or useStart of year $117,608$198,380
X-9 Prepaid expenses and deferred chargesStart of year $114,773$113,781
X-10c Land, buildings and equipment, netStart of year $3,236,266$3,269,477
X-11 Publicly traded securitiesStart of year $6,058,799$5,130,185
X-15 Other assetsStart of year $8,546$810,750
X-16 Total assetsStart of year $13,947,093$13,859,653
X-17 Accounts payable and accrued expensesStart of year $1,051,711$1,165,927
X-19 Deferred revenueStart of year $116,424$19,357
X-25 Other liabilitiesStart of year $0$657,142
X-26 Total liabilitiesStart of year $1,760,234$2,595,439
X-27 Net assets without donor restrictionsStart of year $11,412,886$10,460,039
X-28 Net assets with donor restrictionsStart of year $773,973$804,175
X-32 Total net assets or fund balancesStart of year $12,186,859$11,264,214
X-33 Total liabilities and net assetsStart of year $13,947,093$13,859,653
Part XI · Reconciliation of net assets $11,264,214 net assets at year end
XI-1 Total revenue$14,041,634
XI-2 Total expenses$14,250,789
XI-3 Revenue less expenses−$209,155
XI-4 Net assets at start of year$12,186,859
XI-5 Net unrealized gains (losses) on investments−$887,594
XI-9 Other changes in net assets$174,104
XI-10 Net assets at end of year$11,264,214

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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