FRIENDS OF SENIORS OF DUTCHESS COUNTY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: FRIENDS OF SENIORS OF DUTCHESS COUNTY (EIN 20-1714419)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-03-18
IRS object ID: 202430789349200823
Schema version: 2023v5.0
Note: A later return for the same period supersedes this one.
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-EZ
Schedule A
Schedule N
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-03-18T13:57:49-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201714419	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FRIENDS OF SENIORS OF DUTCHESS COUNTY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FRIE	BusinessNameControlTxt
Phone	8454897761	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24 Ninham Ave	AddressLine1Txt
City	Wappingers Falls	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	125906024	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Susan Davidson	PersonNm
Person Title	Executive Director	PersonTitleTxt
Phone	8454897761	PhoneNum
Signature	2024-03-18	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Susan	PersonFirstNm
Person Last	Davidson	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	1	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	1	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$120,574	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$26,814	ContributionsGiftsGrantsEtcAmt
Program Service Revenue	$89,283	ProgramServiceRevenueAmt
Membership Dues	$0	MembershipDuesAmt
Investment Income	$3,637	InvestmentIncomeAmt
Sale Of Assets Gross	$0	SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale	$0	CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets	$0	GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income	$0	GamingGrossIncomeAmt
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$0	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$0	SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry	$0	GrossProfitLossSlsOfInvntryAmt
Other Revenue Total	$840	OtherRevenueTotalAmt
Total Revenue	$120,574	TotalRevenueAmt
Grants And Similar Amounts Paid	$0	GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members	$0	BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft	$63,191	SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct	$6,263	FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint	$0	OccupancyRentUtltsAndMaintAmt
Printing Publications Postage	$50	PrintingPublicationsPostageAmt
Other Expenses Total	$39,822	OtherExpensesTotalAmt
Total Expenses	$109,326	TotalExpensesAmt
Excess Or Deficit For Year	$11,248	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$151,538	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$162,786	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$151,538	BOYAmt
EOY	$162,786	EOYAmt

Land And Buildings LandAndBuildingsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$151,538	BOYAmt
EOY	$162,786	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$151,538	BOYAmt
EOY	$162,786	EOYAmt

Field	Value	IRS element (for citing)
Primary Exempt Purpose	Friends of Seniors provides basic support services to the Dutchess County older adult community: nonemergency medical transportation, grocery shopping, visiting, telephone reassurance, respite for primary caregivers.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Grants And AllocationsGrantsAndAllocationsAmt	Program Service ExpensesProgramServiceExpensesAmt
Non-Emergency Medical Transportation: volunteers drive Dutchess County, NY seniors to their medical appointments which include MDs, labs, physical therapy, same-day-surgery. Between January 2023 and July 2023, 137 seniors were transported to their medical appointments.	$80,785	$73,249
Volunteers provided grocery shopping, visiting services, telephone reassurance and respite care for primary caregivers. A total of 39 seniors were assisted with these services.	$39,789	$36,078

Field	Value	IRS element (for citing)
Total Program Service Expenses	$109,327	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Patrick Evans
President	10	$0	$0	$0
Alexander Morphet
Treasurer	5	$0	$0	$0
Colleen Ashe
Secretary	5	$0	$0	$0
Carmela Donaldson
Board Member	3	$0	$0	$0
Kevin Dorney
Board Member	3	$0	$0	$0
Peter Scofield
Board Member	3	$0	$0	$0
Susan Davidson
Executive Director	40	$50,000	$0	$0
Karen Dick
Executive Assistant	25	$23,724	$0	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	0	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	0	OrganizationHadUBIInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Organization Dissolved Etc	Yes (1)	OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend	$0	DirectIndirectPltclExpendAmt
Form1120 Pol Filed	0	Form1120PolFiledInd
Made Loans To From Officers	0	MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911	$0	TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912	$0	TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955	$0	TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr	$0	TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization	$0	TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Susan Davidson	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24 Ninham Ave	AddressLine1Txt
City	Wappingers Falls	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12590	ZIPCd

Field	Value	IRS element (for citing)
Phone	8454897761	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	0	ForeignFinancialAccountInd
Foreign Office	0	ForeignOfficeInd
Donor Advised Fnds	0	DonorAdvisedFndsInd
Operate Hospital	0	OperateHospitalInd
Tanning Services Provided	0	TanningServicesProvidedInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
School Operating	0	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (1)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$48,818	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,656	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$63,884	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$38,499	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,814	CurrentTaxYearAmt
Total	$222,671	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$48,818	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,656	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$63,884	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$38,499	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,814	CurrentTaxYearAmt
Total	$222,671	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$222,671	PublicSupportTotal170Amt
Total Support	$222,671	TotalSupportAmt
Public Support CY170	1	PublicSupportCY170Pct
Public Support PY170	0.9745	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	As of this date, Friends of Seniors (FoS) has approximately $159,000 in assets. The assets will begin to be distributed to Catholic Charities of Dutchess County (CCDC), NY when the first phase of the dissolution is approved by NYS, so the date above is an approximate date. NYS is presently working on the dissolution and has come back to us with questions which were promptly answered. FoS has four CDs, one of which matures on 5/24/24. The Archdiocese of NY wants to receive the funds as the individual CDs mature. $69,626 will be available to CCDC by June 3. Another CD matures in November 2024; another in January 2025 and the last one in January 2026 for an approximate total of $159,000. FoS still needs to pay the attorney $6,000.	AssetsDistriOrExpnssPaidDesc
Distribution	2024-06-03	DistributionDt
Fair Market Value Of Asset	$159,000	FairMarketValueOfAssetAmt
Method Of FMV Determination	The assets are in CDs.	MethodOfFMVDeterminationTxt
EIN	461341563	EIN
Person	Julie West	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	218 Church St	AddressLine1Txt
City	Poughkeepsie	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12601	ZIPCd

Field	Value	IRS element (for citing)
Director Of Successor2	0	DirectorOfSuccessor2Ind
Employee Of Successor2	0	EmployeeOfSuccessor2Ind
Owner Of Successor2	0	OwnerOfSuccessor2Ind
Receive Compensation2	0	ReceiveCompensation2Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule N, Part I, Line 1	FormAndLineReferenceDesc
Explanation	On August 1, 2023 Catholic Charities of Dutchess County (CCDC) took over Friends of Seniors. To-date only $4436 has been given to CCDC. Friends of Seniors' banks with the Hudson Valley Credit Union and that account is still open. We are awaiting the official dissolution which was submitted to NYS in October 2023 before the assets will be distributed to CCDC.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990-EZ, Header, Line C	Friends of Seniors is in the process of going through a dissolution. The papers have been filed with NYS. The office closed on August 31, 2023. The new address is the Executive Director's address.
Form 990-EZ, Header, Line D	Friends of Seniors is in the process of dissolution. The office closed August 31, 2023. The address is the Executive Director's home address.
Form 990-EZ, Header, Line E	The office phone and cell phone were transferred to Catholic Charities of Dutchess County who took over Friends of Seniors, effective August 1, 2023. The new phone number is the Executive Director's personal cell phone number.
Form 990-EZ, Part I, Line 8	Holiday Card Fundraiser
Form 990-EZ, Part I, Line 16	Bank Charges: $45.80; Mileage Reimbursement: $24,651.78; Wheelchair-Accessible Vehicle Maintenance: $125.67; Membership: New York Council on Nonprofits - $75; Operating Expenses: $6,482.50; Insurance: $1,586; Volunteer Recognition: $1,264.23; Employer Taxes: $4,834.12; SurePayroll Monthly Fee: $758.18.