Siena Foundation FY2022 filing

Tax-deductible

Rockford, IL501(c)(3)Human ServicesEIN 82-5109855

The Corporation is dedicated to supporting the residents of Siena on Brendenwood, Inc., which is an independent living community located in the City of Rockford.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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 4
filings with a surplus
Average surplus $68K a year · 84% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
1237 mo
of spending, in cash
Looks good: 1236.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
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 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16K
-93% vs prior year
Spent
$3K
To programs
0%
Net assets
$276K
By yearFY2021–FY2024
Revenue
$16K
FY2022▼ -93%
Revenue by fiscal year
FY2021$252K
FY2022$16K
FY2023$40K
FY2024$15K
Expenses
$3K
FY2022▲ +111%
Expenses by fiscal year
FY2021$1K
FY2022$3K
FY2023$23K
FY2024$26K
Net assets
$276K
FY2022▲ +5%
Net assets by fiscal year
FY2021$262K
FY2022$276K
FY2023$293K
FY2024$283K

From the FY2022 Form 990 · see the original

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 Apr 2018.

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

Where the money goes

What each dollar paid for.

Management & general 100% · $3K

Form 990 Part IX, line 25. Every line is in By the numbers.

Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Siena Foundation 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

Programs and updates

Supports residents of an independent living community in Rockford.

Provided by the organization

This section is blank until Siena Foundation claims this page.

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1 program service, described in the organization's own filed words · FY2022.
01

The Corporation focuses its efforts on providing educational and charitable programs for Siena on Brendenwood's residents. Additionally, the Corporation shall provide grants to residents of Siena on Brendenwood, who are unable to continue to afford to live at Siena on Brendenwood.

Pt IX · col B

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By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$16K
Ln 12
Gifts and grantsLn 1h$16K
Investment incomeLn 3$58
Money outPt IX
$3K
Ln 25
Managementcol C$3K
Owns and owesPt X
$276K
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$276K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16K
Investment incomeLn 3$58
Gains on assetsLn 7$0
Total revenueLn 12$16K
Assets in detailPt X, end of year
CashLn 1$276K
SavingsLn 2$0
Cash and savings togetherLn 1–2$276K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$276K
LiabilitiesLn 26$0
Net assetsLn 32$276K
OperationsPt I, VI
EmployeesI 50
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$262K$276K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$262K$276K
LiabilitiesLn 26$0$0
Net assetsLn 32$262K$276K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$3K$0$3K$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Total functional expensesLn 25$3K$0$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $15K$26K−$10K$283K 990 PDF
FY2023 $40K$23K$17K$293K 990 PDF
FY2022 Viewing $16K$3K$14K$276K 990 PDF
FY2021 $252K$1K$251K$262K 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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $16,477 across 8 lines filed
VIII-1f All other contributions, gifts and grants$16,419
VIII-1h Total contributions, gifts and grants$16,419
VIII-3 Investment incomeExcluded from tax $58$58
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $58$16,477
Part IX · Statement of functional expenses $2,674 across 29 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $0 · Management $2,674 · Fundraising $0$2,674
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-25 Total functional expensesPrograms $0 · Management $2,674 · Fundraising $0$2,674
Part X · Balance sheet $275,580 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $261,777$275,580
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $261,777$275,580
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $261,777$275,580
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $261,777$275,580
X-33 Total liabilities and net assetsStart of year $261,777$275,580
Part XI · Reconciliation of net assets $275,580 net assets at year end
XI-1 Total revenue$16,477
XI-2 Total expenses$2,674
XI-3 Revenue less expenses$13,803
XI-4 Net assets at start of year$261,777
XI-10 Net assets at end of year$275,580

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

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