Serving Older Adults Through Changing Times FY2020 filing

Tax-deductible

Cincinnati, OH501(c)(3)Since 1993Human ServicesEIN 31-1385721Revenue $305K in FY2020

On file with the IRSso-act.orgPo Box 29437, 45229-0437 · Cincinnati, OHTax-exempt since Jun 2012Publicly supported charity — 170(b)(1)(A)(vi)

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Serving Older Adults Through programming, services, and sponsoring of events to uplift Older Adults.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$18K 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

FY2020 · 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
3 of 6
filings with a surplus
Average surplus $553K a year · 64% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$18K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
14 mo
of spending, in cash
Looks good: 14.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $26K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 8 voting members
Concern: none of 8 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$305K
Spent
$157K
To programs
84%
Net assets
$190K
By yearFY2020–FY2025
Revenue
$305K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$305K
FY2021$477K
FY2022$339K
FY2023$255K
FY2024$198K
FY2025$3.6M
Expenses
$157K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$157K
FY2021$225K
FY2022$366K
FY2023$368K
FY2024$353K
FY2025$372K
Net assets
$190K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$190K
FY2021$407K
FY2022$324K
FY2023$210K
FY2024$54K
FY2025$3.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2010-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Jun 2012.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $133K Management & general 16% · $24K 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

9 people listed on the 990; $18K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$18,000Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Sandra Jones Mitchell’s $15K as Aging Consultant is at the 1st percentile of top reported officer pay among 3868 $1–10M 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sandra Jones-Mitchell——$26,400$36,400——
Sandra Jones Mitchell$15,000$28,600——$29,939—
Sandra M Jones Mitchell—————$18,000

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

Uplifts older adults through programs, services, and sponsored events.

Questions for Serving Older Adults Through Changing Times

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Provided by the organization

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1 program · $36K · in their own filed words · FY2020
01

Serving older adults through programming, services, and sponsoring of events to uplift older adults

$36Kprogram 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
Total grants receivedfrom 2 funders$26K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$305K
Ln 12
Other incomeLn 4–11$236K
Gifts and grantsLn 1h$69K
Investment incomeLn 3$62
Money outPt IX
$157K
Ln 25
Programscol B$133K
Managementcol C$24K
Fundraisingcol D$135
Owns and owesPt X
$190K
net assets · Ln 32
Cash and savingsLn 1–2$190K
Total assetsLn 16$190K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$69K
Fundraising eventsLn 1c$6K
Investment incomeLn 3$62
Other incomeLn 4–11$236K
Total revenueLn 12$305K
Assets in detailPt X, end of year
CashLn 1$55K
SavingsLn 2$135K
Cash and savings togetherLn 1–2$190K
Total assetsLn 16$190K
LiabilitiesLn 26$0
Net assetsLn 32$190K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
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
LineStart FY20End FY20
Cash and savingsLn 1–2$86K$190K
Total assetsLn 16$86K$190K
LiabilitiesLn 26$0$0
Net assetsLn 32$86K$190K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$7K$7K
Pay of current officers, directors and key staffLn 5$18K$18K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$50K$50K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$6K$6K
Information technologyLn 14$2K$2K
OccupancyLn 16$9K$9K
TravelLn 17$1K$1K
Conferences, conventions and meetingsLn 19$6K$6K
Payments to affiliatesLn 21$135$135
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$44K$44K
Total functional expensesLn 25$157K$133K$24K$135

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.6M$372K$3.2M$3.3M 990 PDF
FY2024 $198K$353K−$156K$54K 990 PDF
FY2023 $255K$368K−$113K$210K 990 PDF
FY2022 $339K$366K−$28K$324K 990 PDF
FY2021 $477K$225K$252K$407K 990 PDF
FY2020 Viewing $305K$157K$148K$190K 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 $304,703 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,065$68,642
I-9 Program service revenue$0
I-10 Investment incomePrior year $63$62
I-11 Other revenuePrior year $528,179$235,999
I-12 Total revenuePrior year $531,307$304,703
I-13 Grants and similar amounts paidPrior year $42,986$7,146
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $18,000$18,000
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $481,613$132,054
I-18 Total expensesPrior year $542,599$157,200
I-19 Revenue less expensesPrior year −$11,292$147,503
Part VI · Governance 0 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $304,703 across 6 lines filed
Lines not itemized here account for $234,249 of total revenue; see the IRS return.
VIII-1c Fundraising events$5,656
VIII-1f All other contributions, gifts and grants$62,986
VIII-1h Total contributions, gifts and grants$68,642
VIII-3 Investment incomeRelated to mission $62$62
VIII-6 Net rental income or loss$1,750
VIII-12 Total revenueRelated to mission $62$304,703
Part IX · Statement of functional expenses $157,200 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $7,146$7,146
IX-5 Pay of current officers, directors and key staffManagement $18,000$18,000
IX-11b Legal feesPrograms $1,500$1,500
IX-11c Accounting feesPrograms $1,324$1,324
IX-11g Other fees for servicesPrograms $50,162$50,162
IX-12 Advertising and promotionPrograms $6,484$6,484
IX-13 Office expensesPrograms $5,769$5,769
IX-14 Information technologyPrograms $1,684$1,684
IX-16 OccupancyPrograms $8,988$8,988
IX-17 TravelPrograms $1,050$1,050
IX-19 Conferences, conventions and meetingsManagement $6,381$6,381
IX-21 Payments to affiliatesFundraising $135$135
IX-23 InsurancePrograms $4,374$4,374
IX-24 Other expenses (24a–d)Programs $44,203$44,203
IX-25 Total functional expensesPrograms $132,684 · Management $24,381 · Fundraising $135$157,200
Part X · Balance sheet $189,781 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $86,381$55,157
X-2 Savings and temporary cash investments$134,624
X-16 Total assetsStart of year $86,381$189,781
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $86,381$189,781
X-32 Total net assets or fund balancesStart of year $86,381$189,781
X-33 Total liabilities and net assetsStart of year $86,381$189,781
Part XI · Reconciliation of net assets $189,781 net assets at year end
XI-1 Total revenue$304,703
XI-2 Total expenses$157,200
XI-3 Revenue less expenses$147,503
XI-4 Net assets at start of year$86,381
XI-8 Prior period adjustments−$44,103
XI-10 Net assets at end of year$189,781

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

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