Senior Access TX FY2020 filing

Austin, TXUnknown exempt organizationSince 1993EIN 74-2692484Revenue $730K in FY2020

On file with the IRSdriveasenioratx.org2601 Expositrion Blvd · Austin, TX

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To provide transportation and support services to older adults living in the round rock, pflugerville, hutto, east austin, northeast austin, and manor areas.

85¢ of each $1 spent went to programs.
$95K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
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
2 of 6
filings with a surplus
Average surplus $11K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$95K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$96K
19% of total assets
Looks good: liabilities are 19% 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
$730K
Spent
$516K
To programs
85%
Net assets
$403K
By yearFY2020–FY2025
Revenue
$730K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$730K
FY2021$537K
FY2022$792K
FY2023$629K
FY2024$537K
FY2025$280K
Expenses
$516K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$516K
FY2021$538K
FY2022$679K
FY2023$683K
FY2024$623K
FY2025$396K
Net assets
$403K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$403K
FY2021$402K
FY2022$504K
FY2023$457K
FY2024$377K
FY2025$0

From the FY2020 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $436K Management & general 6% · $32K Fundraising 9% · $48K

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

10 people listed on the 990; $95K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$95,113Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Serita Lacasse$76,689$86,332$99,364$102,261$95,113$95,113

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 transportation and support services for older adults in specific Austin-area communities.

Questions for Senior Access TX

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Provided by the organization

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2 programs · $436K · in their own filed words · FY2020
01

To enhance the quality of life of older persons, to maximize their ability to meet their own needs, and to prevent premature institutionalization. Approximately 23,890 volunteers hours of service received.

$430Kprogram expense
02

Collaboration taxi ride program

$6Kprogram 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
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$730K
Ln 12
Gifts and grantsLn 1h$727K
Investment incomeLn 3$4K
Money outPt IX
$516K
Ln 25
Programscol B$436K
Managementcol C$32K
Fundraisingcol D$48K
Owns and owesPt X
$403K
net assets · Ln 32
Cash and savingsLn 1–2$344K
Total assetsLn 16$499K
LiabilitiesLn 26$96K
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$727K
Government grantsLn 1e$242K
Noncash giftsLn 1g$18K
Investment incomeLn 3$4K
Gains on assetsLn 7$2K
Total revenueLn 12$730K
Assets in detailPt X, end of year
CashLn 1$310K
SavingsLn 2$34K
Cash and savings togetherLn 1–2$344K
Land, buildings, equipmentLn 10c$150K
Other assetsLn 15$512
Total assetsLn 16$499K
LiabilitiesLn 26$96K
Net assetsLn 32$403K
OperationsPt I, VI
EmployeesI 521
VolunteersI 648
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$182K$344K
Land, buildings, equipmentLn 10c$120K$150K
Total assetsLn 16$339K$499K
LiabilitiesLn 26$124K$96K
Net assetsLn 32$214K$403K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$355K$293K$20K$42K
Accounting feesLn 11c$7K$7K
Advertising and promotionLn 12$15K$13K$2K
Office expensesLn 13$13K$10K$376$2K
Information technologyLn 14$13K$13K
OccupancyLn 16$25K$23K$2K
TravelLn 17$4K$4K
InterestLn 20$87$78$9
Depreciation, depletion and amortizationLn 22$32K$32K
InsuranceLn 23$4K$2K$1K
Other expenses (24a–d)Ln 24$47K$47K
All other expensesLn 24e$2K$568$2K
Total functional expensesLn 25$516K$436K$32K$48K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $280K$396K−$117K$0 990 PDF
FY2024 $537K$623K−$86K$377K 990 PDF
FY2023 $629K$683K−$55K$457K 990 PDF
FY2022 $792K$679K$113K$504K 990 PDF
FY2021 $537K$538K−$1K$402K 990 PDF
FY2020 Viewing $730K$516K$215K$403K 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 $730,406 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $609,772$726,765
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,776$3,641
I-11 Other revenue$0
I-12 Total revenuePrior year $612,548$730,406
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $380,044$354,857
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $195,617$160,691
I-18 Total expensesPrior year $575,661$515,548
I-19 Revenue less expensesPrior year $36,887$214,858
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $730,406 across 7 lines filed
VIII-1e Government grants$242,300
VIII-1f All other contributions, gifts and grants$484,465
VIII-1g Noncash contributions (included above)$18,000
VIII-1h Total contributions, gifts and grants$726,765
VIII-3 Investment incomeExcluded from tax $1,151$1,151
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,490$2,490
VIII-12 Total revenueRelated to mission $2,490 · Excluded from tax $1,151$730,406
Part IX · Statement of functional expenses $515,548 across 12 lines filed
IX-7 Other salaries and wagesPrograms $292,754 · Management $20,292 · Fundraising $41,811$354,857
IX-11c Accounting feesManagement $7,143$7,143
IX-12 Advertising and promotionPrograms $12,515 · Fundraising $2,208$14,723
IX-13 Office expensesPrograms $9,939 · Management $376 · Fundraising $2,485$12,800
IX-14 Information technologyPrograms $12,582$12,582
IX-16 OccupancyPrograms $22,518 · Management $2,278$24,796
IX-17 TravelPrograms $3,899$3,899
IX-20 InterestPrograms $78 · Management $9$87
IX-22 Depreciation, depletion and amortizationPrograms $31,843$31,843
IX-23 InsurancePrograms $2,352 · Management $1,415$3,767
IX-24 Other expenses (24a–d)Programs $46,776$46,776
IX-24e All other expensesPrograms $568 · Fundraising $1,707$2,275
IX-25 Total functional expensesPrograms $435,824 · Management $31,513 · Fundraising $48,211$515,548
Part X · Balance sheet $498,950 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $148,213$309,863
X-2 Savings and temporary cash investmentsStart of year $33,879$33,681
X-8 Inventories for sale or useStart of year $4,763$4,763
X-10c Land, buildings and equipment, netStart of year $119,548$150,131
X-15 Other assetsStart of year $32,322$512
X-16 Total assetsStart of year $338,725$498,950
X-17 Accounts payable and accrued expensesStart of year $3,900$1,588
X-19 Deferred revenueStart of year $110,855$71,500
X-25 Other liabilitiesStart of year $9,617$22,441
X-26 Total liabilitiesStart of year $124,372$95,529
X-27 Net assets without donor restrictionsStart of year $182,543$403,421
X-32 Total net assets or fund balancesStart of year $214,353$403,421
X-33 Total liabilities and net assetsStart of year $338,725$498,950
Part XI · Reconciliation of net assets $403,421 net assets at year end
XI-1 Total revenue$730,406
XI-2 Total expenses$515,548
XI-3 Revenue less expenses$214,858
XI-4 Net assets at start of year$214,353
XI-9 Other changes in net assets−$25,790
XI-10 Net assets at end of year$403,421

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

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