Community Research Resource FY2020 filing

Tax-deductible

Urbana, IL501(c)(3)EIN 37-0948852

Provide services to senior citizens

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$70K 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
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
4 of 5
filings with a surplus
Average surplus $48K a year · 2% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
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
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $38K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$493K
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.9M
Spent
$2.6M
To programs
79%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$2.9M
FY2020
Revenue by fiscal year
FY2020$2.9M
FY2021$2.9M
FY2022$2.8M
FY2022$545K
FY2023$3.7M
FY2024$3.4M
Expenses
$2.6M
FY2020
Expenses by fiscal year
FY2020$2.6M
FY2021$2.6M
FY2022$2.8M
FY2022$834K
FY2023$3.7M
FY2024$3.8M
Net assets
$1.1M
FY2020
Net assets by fiscal year
FY2020$1.1M
FY2021$1.4M
FY2022$1.4M
FY2022$815K
FY2023$1.5M
FY2024$1.2M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 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 Nov 1978.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $2.0M Management & general 21% · $550K

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

Who runs it and what they're paid

10 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$69,545Pt VII · Sec A
Vice President/Personnel C
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer/Finance Committe
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Miller$194,267————
Lisa Miller—$184,353———
Amy Brown——$98,275$93,768$69,545

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 support and resources to older adults.

Provided by the organization

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3 program services account for $1.1M of program spending, described in the organization's own filed words · FY2019.
01

Home delivered meals

$486Kprogram expense
02

Ccu community care

$322Kprogram expense
03

Senior information services

$261Kprogram expense

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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
Total grants receivedfrom 2 funders$38K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.9M
Ln 12
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$1.3M
Other incomeLn 4–11$72K
Money outPt IX
$2.6M
Ln 25
Programscol B$2.0M
Managementcol C$550K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$383K
Total assetsLn 16$1.6M
LiabilitiesLn 26$493K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Government grantsLn 1e$1.4M
Fees for servicesLn 2g$1.3M
Other incomeLn 4–11$72K
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$383K
Cash and savings togetherLn 1–2$383K
Land, buildings, equipmentLn 10c$411K
Total assetsLn 16$1.6M
LiabilitiesLn 26$493K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 566
VolunteersI 623
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$171K$383K
Land, buildings, equipmentLn 10c$409K$411K
Total assetsLn 16$1.3M$1.6M
LiabilitiesLn 26$505K$493K
Net assetsLn 32$843K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$90K$90K
Other salaries and wagesLn 7$1.3M$1.1M$224K
Pension plan contributionsLn 8$9K$6K$3K
Other employee benefitsLn 9$39K$24K$15K
Payroll taxesLn 10$111K$70K$41K
Accounting feesLn 11c$18K$18K
Other fees for servicesLn 11g$79K$47K$32K
OccupancyLn 16$50K$41K$9K
TravelLn 17$30K$25K$5K
Conferences, conventions and meetingsLn 19$10K$8K$2K
InterestLn 20$15K$15K
Depreciation, depletion and amortizationLn 22$33K$19K$13K
InsuranceLn 23$35K$7K$28K
Other expenses (24a–d)Ln 24$650K$633K$17K
All other expensesLn 24e$93K$55K$38K
Total functional expensesLn 25$2.6M$2.0M$550K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.4M$3.8M−$365K$1.2M 990 PDF
FY2023 $3.7M$3.7M$45K$1.5M 990 PDF
FY2022 $2.8M$2.8M$16K$1.4M 990 PDF
FY2021 $2.9M$2.6M$256K$1.4M 990 PDF
FY2020 Viewing $2.9M$2.6M$287K$1.1M 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 (4 parts)
Part VIII · Statement of revenue $2,868,277 across 6 lines filed
VIII-1a Federated campaigns$71,000
VIII-1e Government grants$1,425,324
VIII-1h Total contributions, gifts and grants$1,496,324
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,300,326$1,300,326
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $71,627$71,627
VIII-12 Total revenueRelated to mission $1,371,953 · Unrelated business $0 · Excluded from tax $0$2,868,277
Part IX · Statement of functional expenses $2,581,295 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $90,175$90,175
IX-7 Other salaries and wagesPrograms $1,096,209 · Management $223,933$1,320,142
IX-8 Pension plan contributionsPrograms $5,815 · Management $3,446$9,261
IX-9 Other employee benefitsPrograms $24,489 · Management $14,515$39,004
IX-10 Payroll taxesPrograms $69,929 · Management $41,446$111,375
IX-11c Accounting feesManagement $17,800$17,800
IX-11g Other fees for servicesPrograms $47,292 · Management $31,567$78,859
IX-16 OccupancyPrograms $40,907 · Management $8,712$49,619
IX-17 TravelPrograms $24,581 · Management $4,920$29,501
IX-19 Conferences, conventions and meetingsPrograms $7,951 · Management $1,595$9,546
IX-20 InterestManagement $15,037$15,037
IX-22 Depreciation, depletion and amortizationPrograms $19,205 · Management $13,346$32,551
IX-23 InsurancePrograms $7,425 · Management $27,861$35,286
IX-24 Other expenses (24a–d)Programs $632,786 · Management $17,268$650,054
IX-24e All other expensesPrograms $55,142 · Management $37,943$93,085
IX-25 Total functional expensesPrograms $2,031,731 · Management $549,564 · Fundraising $0$2,581,295
Part X · Balance sheet $1,622,852 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $171,394$382,638
X-4 Accounts receivableStart of year $751,027$812,347
X-9 Prepaid expenses and deferred chargesStart of year $16,914$16,914
X-10c Land, buildings and equipment, netStart of year $408,641$410,953
X-16 Total assetsStart of year $1,347,976$1,622,852
X-17 Accounts payable and accrued expensesStart of year $171,969$229,863
X-25 Other liabilitiesStart of year $333,463$263,463
X-26 Total liabilitiesStart of year $505,432$493,326
X-27 Net assets without donor restrictionsStart of year $778,544$1,065,526
X-28 Net assets with donor restrictionsStart of year $64,000$64,000
X-32 Total net assets or fund balancesStart of year $842,544$1,129,526
X-33 Total liabilities and net assetsStart of year $1,347,976$1,622,852
Part XI · Reconciliation of net assets $1,129,526 net assets at year end
XI-1 Total revenue$2,868,277
XI-2 Total expenses$2,581,295
XI-3 Revenue less expenses$286,982
XI-4 Net assets at start of year$842,544
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,129,526

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

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