SENIOR CITIZENS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SENIOR CITIZENS INC (EIN 62-0566419)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202403189349310790
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T18:04:25-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450491842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANKENSHIP CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 W 7TH ST STE 100 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620566419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR CITIZENS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENI | BusinessNameControlTxt |
| Phone | 6157433400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 RAINS AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLIE HUSSEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6157433406 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D WARREN CPA | PreparerPersonNm |
| PTIN | P00921930 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTYFORWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SALLIE HUSSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 RAINS AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,304,942 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://FIFTYFORWARD.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | FIFTYFORWARD SUPPORTS, CHAMPIONS AND ENHANCES LIFE FOR THOSE 50 AND OLDER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 974 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,073,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,910,760 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $716,134 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $882,104 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,515 | PYInvestmentIncomeAmt |
| CY Investment Income | $213,464 | CYInvestmentIncomeAmt |
| PY Other Revenue | $298,578 | PYOtherRevenueAmt |
| CY Other Revenue | $232,689 | CYOtherRevenueAmt |
| PY Total Revenue | $6,136,176 | PYTotalRevenueAmt |
| CY Total Revenue | $5,239,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $62,758 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,818,007 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,968,992 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $393,232 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,347,669 | PYOtherExpensesAmt |
| CY Other Expenses | $2,232,286 | CYOtherExpensesAmt |
| PY Total Expenses | $5,228,434 | PYTotalExpensesAmt |
| CY Total Expenses | $5,201,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $907,742 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,739 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,021,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,333,520 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,303,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,327,683 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,718,699 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,005,837 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FIFTYFORWARD SUPPORTS, CHAMPIONS AND ENHANCES LIFE FOR THOSE 50 AND OLDER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,356,091 | ExpenseAmt |
| Revenue | $603,614 | RevenueAmt |
| Desc | LIFELONG LEARNING CENTERS: OPERATION OF SEVEN LIFELONG LEARNING CENTERS IN DAVIDSON, WILLIAMSON, AND RUTHERFORD COUNTIES, PROVIDING HEALTH, WELLNESS, EDUCATIONAL, AND RECREATIONAL PROGRAMMING TO OVER 3,500 ADULTS OVER 50. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,627,441 | ExpenseAmt |
| Revenue | $278,490 | RevenueAmt |
| Desc | SUPPORTIVE CARE: A CONTINUUM OF FIVE PROGRAMS DESIGNED TO PROMOTE ENHANCED QUALITY OF LIFE AND SYSTEMS OF SUPPORT THROUGH CARE MANAGEMENT, CONSERVATORSHIP, MEALS ON WHEELS, AND ADULT DAY SERVICES, SERVING OVER 800 INDIVIDUALS AGE 50+ AND THEIR CAREGIVERS ANNUALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,983,532 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA MCDANIEL | PersonNm |
| Phone | 6157433406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 RAINS AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SALLIE HUSSEY | ||||||
| CEO | 40.00 | Yes (X) | $130,760 | $0 | $10,830 | |
| LYNN WINANS | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CYNTHIA WHITFIELD-STORY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TRACY EVERS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MANJU KANDULA | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADAM HILL | ||||||
| PT YR BOARD | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRITTANY IRBY | ||||||
| PT YR BOARD | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER MCCLINTOCK | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DONNA YURDIN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FATIMA KARWANDYAR | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FELICIA JOHNSON | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GARRETT MILLER | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAVIER MARTINEZ | ||||||
| PT YR BOARD | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LAMAR MOORE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE ALLEYNE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE EDGEWORTH | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NICHOLAS TRICE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PENNY GROGAN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RICK EWING | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,760 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $10,830 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRYMAN-FARR LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 HILL AVE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | HVAC/PLUMBING | ServicesDesc |
| Compensation | $129,112 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $12,008 | FederatedCampaignsAmt |
| Fundraising | $92,878 | FundraisingAmt |
| Related Organizations | $100,000 | RelatedOrganizationsAmt |
| Government Grants | $1,815,640 | GovernmentGrantsAmt |
| All Other Contributions | $1,890,234 | AllOtherContributionsAmt |
| Noncash Contributions | $31,424 | NoncashContributionsAmt |
| Total Contributions | $3,910,760 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEES | 624120 | $739,231 | $739,231 |
| MEMBERSHIP DUES | 624120 | $142,873 | $142,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $882,104 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,464 | TotalRevenueColumnAmt |
| Exclusion | $15,464 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $182,251 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $182,251 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,251 | TotalRevenueColumnAmt |
| Exclusion | $182,251 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $198,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $198,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,000 | TotalRevenueColumnAmt |
| Exclusion | $198,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $92,539 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $92,878 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,925 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,614 | TotalRevenueColumnAmt |
| Exclusion | $26,614 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $23,824 | TotalRevenueColumnAmt |
| Exclusion | $23,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,824 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,239,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $882,104 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $446,153 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,833 | TotalAmt |
| Program Services | $104,291 | ProgramServicesAmt |
| Management And General | $33,075 | ManagementAndGeneralAmt |
| Fundraising | $13,467 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,289,758 | TotalAmt |
| Program Services | $1,579,933 | ProgramServicesAmt |
| Management And General | $503,747 | ManagementAndGeneralAmt |
| Fundraising | $206,078 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,591 | TotalAmt |
| Program Services | $244,660 | ProgramServicesAmt |
| Management And General | $72,364 | ManagementAndGeneralAmt |
| Fundraising | $27,567 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,810 | TotalAmt |
| Program Services | $130,505 | ProgramServicesAmt |
| Management And General | $38,600 | ManagementAndGeneralAmt |
| Fundraising | $14,705 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,031 | TotalAmt |
| Program Services | $19,550 | ProgramServicesAmt |
| Management And General | $9,309 | ManagementAndGeneralAmt |
| Fundraising | $2,172 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,316 | TotalAmt |
| Program Services | $44,299 | ProgramServicesAmt |
| Management And General | $21,095 | ManagementAndGeneralAmt |
| Fundraising | $4,922 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,843 | TotalAmt |
| Management And General | $21,843 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,382 | TotalAmt |
| Program Services | $129,247 | ProgramServicesAmt |
| Management And General | $18,123 | ManagementAndGeneralAmt |
| Fundraising | $16,012 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,021 | TotalAmt |
| Program Services | $177,886 | ProgramServicesAmt |
| Management And General | $27,723 | ManagementAndGeneralAmt |
| Fundraising | $25,412 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,341 | TotalAmt |
| Program Services | $579,421 | ProgramServicesAmt |
| Management And General | $11,947 | ManagementAndGeneralAmt |
| Fundraising | $5,973 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,567 | TotalAmt |
| Program Services | $53,048 | ProgramServicesAmt |
| Management And General | $4,502 | ManagementAndGeneralAmt |
| Fundraising | $6,017 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,289 | TotalAmt |
| Program Services | $18,665 | ProgramServicesAmt |
| Management And General | $5,521 | ManagementAndGeneralAmt |
| Fundraising | $2,103 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,883 | TotalAmt |
| Program Services | $371,891 | ProgramServicesAmt |
| Management And General | $19,994 | ManagementAndGeneralAmt |
| Fundraising | $7,998 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,290 | TotalAmt |
| Program Services | $47,433 | ProgramServicesAmt |
| Management And General | $22,587 | ManagementAndGeneralAmt |
| Fundraising | $5,270 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $302,842 | $266,501 | $6,057 | $30,284 |
| VOLUNTEER EXPENSES | $218,620 | $192,386 | $4,372 | $21,862 |
| EQUIPMENT RENTAL & REPAIR | $30,373 | $23,387 | $3,645 | $3,341 |
| BAD DEBT EXPENSE | $488 | $429 | $10 | $49 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,201,278 | TotalAmt |
| Program Services | $3,983,532 | ProgramServicesAmt |
| Management And General | $824,514 | ManagementAndGeneralAmt |
| Fundraising | $393,232 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,844 | BOYAmt |
| EOY | $338,869 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,580,750 | BOYAmt |
| EOY | $2,058,209 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,035 | BOYAmt |
| EOY | $1,606,932 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,194 | BOYAmt |
| EOY | $5,059 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,359 | BOYAmt |
| EOY | $6,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,630,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,482,291 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,152,548 | BOYAmt |
| EOY | $6,147,822 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,772,100 | BOYAmt |
| EOY | $5,170,141 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,021,830 | BOYAmt |
| EOY | $15,333,520 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,066 | BOYAmt |
| EOY | $316,064 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $332,978 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,173,065 | BOYAmt |
| EOY | $4,678,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,131 | BOYAmt |
| EOY | $5,327,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,479,233 | BOYAmt |
| EOY | $7,082,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,239,466 | BOYAmt |
| EOY | $2,923,706 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,718,699 | BOYAmt |
| EOY | $10,005,837 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,021,830 | BOYAmt |
| EOY | $15,333,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $37,739 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $249,399 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $3,925,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,429,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,084,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,073,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,910,760 | CurrentTaxYearAmt |
| Total | $19,424,301 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,925,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,429,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,084,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,073,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,910,760 | CurrentTaxYearAmt |
| Total | $19,424,301 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,403,958 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,020,343 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,715 | CurrentTaxYearAmt |
| Total | $601,779 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $88,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,363 | CurrentTaxYearAmt |
| Total | $368,803 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,394,883 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,451,235 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 252,440 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,881,293 | BeginningYearBalanceAmt |
| Contributions | $9,200 | ContributionsAmt |
| Investment Earnings Or Losses | $649,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $250,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,860 | OtherExpendituresAmt |
| Administrative Expenses | $36,405 | AdministrativeExpensesAmt |
| End Year Balance | $5,248,957 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,733,924 | BeginningYearBalanceAmt |
| Contributions | $8,430 | ContributionsAmt |
| Investment Earnings Or Losses | $501,915 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $290,815 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,275 | OtherExpendituresAmt |
| Administrative Expenses | $68,887 | AdministrativeExpensesAmt |
| End Year Balance | $4,881,293 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,491,524 | BeginningYearBalanceAmt |
| Contributions | $244,439 | ContributionsAmt |
| Investment Earnings Or Losses | -$721,680 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $234,789 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,458 | OtherExpendituresAmt |
| Administrative Expenses | $42,113 | AdministrativeExpensesAmt |
| End Year Balance | $4,733,924 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,828,291 | BeginningYearBalanceAmt |
| Contributions | $2,228,138 | ContributionsAmt |
| Investment Earnings Or Losses | $709,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $277,910 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,525 | OtherExpendituresAmt |
| Administrative Expenses | $26,327 | AdministrativeExpensesAmt |
| End Year Balance | $5,458,072 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,790,100 | BeginningYearBalanceAmt |
| Contributions | $159,790 | ContributionsAmt |
| Investment Earnings Or Losses | $12,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $123,007 | GrantsOrScholarshipsAmt |
| Other Expenditures | $575 | OtherExpendituresAmt |
| Administrative Expenses | $10,983 | AdministrativeExpensesAmt |
| End Year Balance | $2,828,291 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,620,440 | OtherCostOrOtherBasisAmt |
| Book Value | $1,620,440 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,802,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,604,666 | DepreciationAmt |
| Book Value | $4,197,992 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,866 | DepreciationAmt |
| Book Value | $24,544 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,397,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,389,563 | DepreciationAmt |
| Book Value | $8,319 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $746,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $450,196 | DepreciationAmt |
| Book Value | $296,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,147,822 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSERVATOR TRUST ACCOUNTS | $4,678,641 |
| OPERATING RIGHT OF USE ASSET | $455,641 |
| CONSERVATOR RECEIVABLES | $35,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,170,141 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSERVATOR TRUST FUNDS LIABILITY | Desc |
| Amt | $4,678,641 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,678,641 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,653,557 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $348,615 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $65,925 | OtherRevenueAmt |
| Revenue Not Reported | $414,540 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,239,017 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $5,239,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,366,419 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $99,216 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $65,925 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $165,141 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,201,278 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,201,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT FUND SHOWN IN PART V REPRESENTS AN ENDOWMENT ESTABLISHED AND MAINTAINED BY SENIOR CITIZENS FOUNDATION, INC. THE AMOUNTS REPORTED ARE BASED ON INFORMATION PRESENTED ON THE ORGANIZATION'S LATEST FORM 990, YEAR-ENDED DECEMBER 31, 2023. SENIOR CITIZENS FOUNDATION, INC. - "SAID ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954...AND INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING OBJECTIVES: (A) IN SUPPORT OF SENIOR CITIZENS INC. (B) TO ESTABLISH A PERMANENT ENDOWMENT FOR SENIOR CITIZENS INC." |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE PER 990 65,925 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE PER 990 65,925 |
| SCHEDULE D, PAGE 4, PART XIII | INCOME TAXES FIFTYFORWARD IS A NOT-FOR-PROFIT ENTITY THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUST'S INCOME IS SET ASIDE FOR CHARITABLE PURPOSES. AS SUCH, ITS INCOME IS NOT SUBJECT TO FEDERAL INCOME TAX. ACCORDINGLY, THE ORGANIZATION HAS MADE NO PROVISION FOR INCOME TAXES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS FOR THE PERIODS OF 2021 TO THE PRESENT; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OLDER AMERICANS | Event1Nm |
| Gross Receipts Event1 | $129,495 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $61,415 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,080 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,167 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $22,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,615 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $21,130 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,030 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,100 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $189 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,745 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $497 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,555 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,792 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,433 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $21,359 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,782 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,275 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $185,417 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,878 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $92,539 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $189 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,745 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,446 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,445 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,925 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $26,614 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,176 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS USE THEIR TIME, TALENTS, AND ENERGY TO SERVE PEERS AND ADULT DAY SERVICES PARTICIPANTS AT FIFTYFORWARD LIFELONG LEARNING CENTERS, AT-RISK STUDENTS IN LOCAL SCHOOLS, AND FOOD INSECURE OLDER ADULTS THROUGH AT-HOME MEAL DELIVERY. THE OPPORTUNITIES OFFERED THROUGH FIFTYFORWARD HELP INDIVIDUALS REMAIN ACTIVE IN THEIR COMMUNITY AND EXPAND FIFTYFORWARD'S IMPACT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT THEN REVIEWED BY THE CEO AND CFO FOR ACCURACY. THE RETURN IS THEN EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | DISCUSSION OF THE CONFLICT OF INTEREST POLICY OCCURS DURING NEW BOARD MEMBER ORIENTATION AS WELL AS AT BOARD MEETINGS THROUGHOUT THE YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD EXECUTIVE COMMITTEE OF FIFTYFORWARD, LED BY THE BOARD CHAIR, EVALUATES SALARY LEVEL FOR THE CHIEF EXECUTIVE OFFICER USING AREA SALARY SURVEY DATA, REVIEW OF 990 REPORTING FOR NON-PROFITS OF SIMILAR SIZE AND/OR MISSION AND CONSULTATION WITH THE OFFICERS OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE ON GIVINGMATTERS.COM AND UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR CITIZENS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA FIFTYFORWARD ENDOWMENT | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 RAINS AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621202660 | EIN |
| Primary Activities | SUPPORT FF | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH B KNOWLES TRUST FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 RAINS AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116578808 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR CIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Share Of Total Income | $186,773 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,557,065 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH B KNOWLES TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $100,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |