STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELDERNET OF LOWER MERION AND NARBERTH: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ELDERNET OF LOWER MERION AND NARBERTH (EIN 23-2005485)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-09-20
IRS object ID
202342639349300919
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-09-20T11:41:16-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471352305PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNELL & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE RD STE 1100AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232005485EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELDERNET OF LOWER MERION & NARBERTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELDEBusinessNameControlTxt
Phone6105250706PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 S BRYN MAWR AVENUEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY JOHNSON EDDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6105250706PhoneNum
Signature2023-09-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANTHONYPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN W RUTECKI CPAPreparerPersonNm
PTINP02295032PTIN
Phone2158874425PhoneNum
Preparation2023-09-20PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANTHONY JOHNSON EDDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 S BRYN MAWR AVENUEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$629,168GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ELDERNET.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1976FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionELDERNET OF LOWER MERION AND NARBERTH WAS FOUNDED IN 1976. ELDERNET PROMOTES AND PRESERVES THE HEALTH AND WELL-BEING OF OLDER AND DISABLED YOUNGER ADULTS AND FAMILIES WITH LOW-MODERATE INCOMES IN LOWER MERION AND NARBERTH. ELDERNET PROVIDES VOLUNTEER SERVICES SUCH AS ESCORT DRIVING TO MEDICAL APPOINTMENTS, SHOPPING FOR/WITH CLIENTS, TELEPHONE REASSURANCE, ODD JOBS AND FRIENDLY VISITING.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers182TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$834,945PYContributionsGrantsAmt
CY Contributions Grants$542,162CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$22,562PYInvestmentIncomeAmt
CY Investment Income$25,809CYInvestmentIncomeAmt
PY Other Revenue$21,139PYOtherRevenueAmt
CY Other Revenue$61,197CYOtherRevenueAmt
PY Total Revenue$878,646PYTotalRevenueAmt
CY Total Revenue$629,168CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$373,212PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$443,354CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,099CYTotalFundraisingExpenseAmt
PY Other Expenses$339,424PYOtherExpensesAmt
CY Other Expenses$396,602CYOtherExpensesAmt
PY Total Expenses$712,636PYTotalExpensesAmt
CY Total Expenses$839,956CYTotalExpensesAmt
PY Revenues Less Expenses$166,010PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$210,788CYRevenuesLessExpensesAmt
Total Assets BOY$1,535,291TotalAssetsBOYAmt
Total Assets EOY$1,407,948TotalAssetsEOYAmt
Total Liabilities EOY$9,876TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,535,291NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,398,072NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionELDERNET PROVIDES A SAFETY NET FOR OLDER AND DISABLED ADULTS TO HELP THEM REMAIN IN THEIR HOMES WITH DIGNITY, AND STRENGTHENS FOOD AND FINANCIAL SECURITY FOR ALL COMMUNITY MEMBERS IN NEED OF SUPPORT. ELDERNET ALSO OFFERS INFORMATION AND REFERRAL SERVICES, A CARE MANAGEMENT PROGRAM, HELP ACCESSING BENEFITS AND PUBLIC SERVICES, POLICE AND HOSPITAL REFFERALS, A FOOD PANTRY, EMERGENCY ASSISTANCE, AND WELLNESS NURSES. ALL OF ELDERNET'S SERVICES ARE FREE TO ELIGIBLE PERSONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$710,880ExpenseAmt
DescTO ENABLE FRAIL AND DISABLED CLIENTS WITH LOW INCOMES IN LOWER MERION AND NARBERTH TO LIVE IN DIGNITY AND SAFETY IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE BY PROVIDING THE FOLLOWING FREE SERVICES: IMPROVING ACCESS TO MEDICAL CARE; OFFERING VOLUNTEER HELP WITH TRANSPORTATION, SHOPPING, PAPERWORK AND HOME REPAIRS; PROVIDING SOCIAL WORK, CARE MANAGEMENT & HELP IN APPLYING FOR PUBLIC AND PRIVATE BENEFITS AND SERVICES; PROVIDING INFORMATION AND REFERRALS TO PUBLICLY FUNDED AND OTHER COMMUNITY SERVICE. LOW INCOME FAMILIES CAN ALSO PARTICIPATE IN FREE PROGRAMS OFFERING EMERGENCY FINANCIAL AID TO RESIDENTS IN CRISIS; COMMUNITY RESOURCE CENTER AND FOOD PANTRY; AN "ASK A NURSE" PROGRAM (IN CONJUNCTION WITH BRYN MAWR HOSPITAL) THAT OFFERS FREE VACCINATIONS' HOLIDAY FOOD AND GIFT BASKETS FOR RESIDENTS IN NEED. ELDERNET ALSO ADVOCATES FOR INCREASED QUALITY SERVICES FOR ELDERLY AND LOW-INCOME PEOPLE. KEY STATS FOR 2023 -- 197 CORE VOLUNTEERS, SEVERAL NON-PROFITS, STAFF, AND ONE PAID RIDE SERVICE GAVE 6,439 HOURS OF SERVICE TO 171 CORE VOLUNTEER PROGRAM PARTICIPANTS AND TO ELDERNET'S FOOD PANTRY. -- ESCORT DRIVER PROGRAM: 98 VOLUNTEERS, STAFF AND ONE PAID RIDE SERVICE PROVIDED 1,692 ROUND TRIP RIDES TO 112 PARTICIPANTS. THIS REPRESENTED OVER 3,849 HOURS OF SERVICE, AND OVER 10,861 MILES DRIVEN. PARTICIPANTS ARE RESIDENTS OF LOWER MERION AND NARBERTH, LIVING WITH LOW-MODERATE INCOMES, WHO ARE TOO PHYSICALLY OR MENTALLY DISABLED TO DRIVE, TO USE PUBLIC TRANSPORTATION, OR SHARED RIDE TAXIS. -- INFORMATION AND REFERRALS: STAFF HANDLED TELEPHONE, E-MAIL, AND WALK-IN INQUIRIES FROM INDIVIDUALS, PROVIDING ASSISTANCE AND RESOURCES. CALLERS WERE OF ALL AGES AND INCOMES. -- CARE MANAGEMENT: 2 CARE COORDINATORS ASSISTED 155 UNDUPLICATED PARTICIPANTS AND THEIR FAMILIES WITH COMPLEX ISSUES SUCH AS CHRONIC ILLNESS, CONNECTED INDIVIDUALS TO BENEFITS AND RESOURCES, RESPONDED TO CALLS TO ASSIST THOSE IN CRISIS, AND WORKED WITH HOMELESS AND OLDER ADULTS REFERRED BY THE LOWER MERION TOWNSHIP POLICE DEPARTMENT. -- EMERGENCY FINANCIAL ASSISTANCE AND FOOD PANTRY: 237 PEOPLE, IN 233 HOUSEHOLDS, 34 WITH CHILDREN, WERE HELPED WITH 18,188 IN EMERGENCY FUNDS PLUS 78,304 POUNDS OF GROCERIES. COLLABORATIVE INITIATIVES THE ADA MUTCH COMMUNITY RESOURCE CENTER HOUSES A FOOD PANTRY, A PART-TIME SOCIAL WORKER, A CENTER COORDINATOR, AND COMMUNITY WELLNESS PROGRAMS SUCH AS BRYN MAWR HOSPITAL'S "ASK A NURSE" PROGRAM. THE MUTCH CENTER IS COLLABORATION AMONG ELDERNET, THE MONTGOMERY COUNTY OFFICE ON AGING, LOWER MERION TOWNSHIP, MAIN LINE HEALTH, AND A WIDE ARRAY OF COMMUNITY FOOD AND GROCERY DONORS. THE MUTCH CENTER AND FOOD CUPBOARD ARE OPEN EVERY TUESDAY AND THURSDAY. OTHER HOURS BY APPOINTMENT. THE LOCK FOR LIFE IS A PROGRAM AVAILABLE THROUGH ELDERNET AND ADMINISTERED BY THE LOWER MERION POLICE DEPARTMENT. IT PROVIDES POLICE, FIRE AND EMERGENCY MEDICAL ASSISTANCE (EMS) PERSONNEL WITH ACCESS TO A FRAIL OLDER PERSON'S HOME IN THE EVENT OF AN EMERGENCY WHEN THE PERSON IS UNABLE TO OPEN THE DOOR. A KEY TO THE HOUSE IS STORED IN A SECURE METAL LOCK BOX, WHOSE CODE CAN ONLY BE ACCESSED BY POLICE, FIRE, OR EMS PERSONNEL IN AN EMERGENCY. THE PROGRAM IS COLLABORATION AMONG ELDERNET, LOWER MERION POLICE AND FIRE DEPARTMENTS, THE VOLUNTEER MEDICAL SERVICE CORPS, MAIN LINE HEALTH, LEADERSHIP MAIN LINE, AND THE ROTARY CLUB OF ARDMORE. ONE HUNDRED AND SEVENTY SIX LOCKS HAVE BEEN INSTALLED. TWENTY FIVE PERCENT OF THE PEOPLE PARTICIPATING IN THE PROGRAM HAVE HAD AT LEAST ONE ENTRY BY POLICE/EMERGENCY PERSONNEL.Desc
Total Program Service Expenses$710,880TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee12EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRISTINA MARIANIPersonNm
Phone6105250706PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 S BRYN MAWR AVEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BILL GROSS
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
JOY BELLER SHORE
2ND VICE PRE3.00Yes (X)Yes (X)$0$0$0
ZAK PYZIK
SECRETARY3.00Yes (X)Yes (X)$0$0$0
STEVE MONAHAN
TREASURER3.00Yes (X)Yes (X)$0$0$0
LYNETTE KILLEN
BOARD MEMBER3.00Yes (X)$0$0$0
MELISSA AVRAHAM
BOARD MEMBER3.00Yes (X)$0$0$0
MARGARET STEVENS
BOARD MEMBER3.00Yes (X)$0$0$0
WILLIAM TRASK
BOARD MEMBER3.00Yes (X)$0$0$0
KATHY ESIBILL
BOARD MEMBER3.00Yes (X)$0$0$0
BETH DRAPKIN
BOARD MEMBER3.00Yes (X)$32,360$0$0
ANTHONY JOHNSON EDD
EXECUTIVE DI35.00Yes (X)$18,381$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$50,741TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$165,495GovernmentGrantsAmt
All Other Contributions$376,667AllOtherContributionsAmt
Noncash Contributions$172,550NoncashContributionsAmt
Total Contributions$542,162TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,809TotalRevenueColumnAmt
Exclusion$25,809ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$61,197FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,197TotalRevenueColumnAmt
Exclusion$61,197ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$629,168TotalRevenueColumnAmt
Exclusion$87,006ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$93,741TotalAmt
Program Services$65,619ProgramServicesAmt
Management And General$18,748ManagementAndGeneralAmt
Fundraising$9,374FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$314,438TotalAmt
Program Services$289,217ProgramServicesAmt
Management And General$23,540ManagementAndGeneralAmt
Fundraising$1,681FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,450TotalAmt
Program Services$1,261ProgramServicesAmt
Management And General$150ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,725TotalAmt
Program Services$29,318ProgramServicesAmt
Management And General$3,494ManagementAndGeneralAmt
Fundraising$913FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Management And General$8,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$56,832TotalAmt
Management And General$56,832ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,277TotalAmt
Program Services$12,794ProgramServicesAmt
Management And General$179ManagementAndGeneralAmt
Fundraising$1,304FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,406TotalAmt
Program Services$9,366ProgramServicesAmt
Management And General$520ManagementAndGeneralAmt
Fundraising$520FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,158TotalAmt
Program Services$1,942ProgramServicesAmt
Management And General$216ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,901TotalAmt
Program Services$2,760ProgramServicesAmt
Management And General$2,120ManagementAndGeneralAmt
Fundraising$21FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DONATED FOOD AND MEALS$160,648$160,648
PROGRAM EXPENSES$48,353$48,353
OTHER EXPENSES$42,938$42,938
PANTRY MEALS$17,763$17,763

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,326TotalAmt
Program Services$28,901ProgramServicesAmt
Management And General$178ManagementAndGeneralAmt
Fundraising$1,247FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$839,956TotalAmt
Program Services$710,880ProgramServicesAmt
Management And General$113,977ManagementAndGeneralAmt
Fundraising$15,099FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$127,018BOYAmt
EOY$123,307EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$108,047BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$120,001BOYAmt
EOY$58,966EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$28,684BOYAmt
EOY$430EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,630BOYAmt
EOY$3,490EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$67,167LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$62,629LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,392BOYAmt
EOY$4,538EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,144,519BOYAmt
EOY$1,217,217EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,535,291BOYAmt
EOY$1,407,948EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$9,876EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$9,876EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,378,115BOYAmt
EOY$1,290,924EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$157,176BOYAmt
EOY$107,148EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,535,291BOYAmt
EOY$1,398,072EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,535,291BOYAmt
EOY$1,407,948EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$210,788ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$73,569NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$349,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$530,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,033,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$834,945CurrentTaxYearMinus1YearAmt
Current Tax Year$542,162CurrentTaxYearAmt
Total$3,289,977TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,538CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$93,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$116,215CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,200CurrentTaxYearMinus1YearAmt
Current Tax Year$61,197CurrentTaxYearAmt
Total$379,562TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$429,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$623,460CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,149,904CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$863,145CurrentTaxYearMinus1YearAmt
Current Tax Year$603,359CurrentTaxYearAmt
Total$3,669,539TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,669,539PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,562CurrentTaxYearMinus1YearAmt
Current Tax Year$25,809CurrentTaxYearAmt
Total$94,921TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,562CurrentTaxYearMinus1YearAmt
Current Tax Year$25,809CurrentTaxYearAmt
Total$94,921TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$442,995CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$639,518CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,167,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$885,707CurrentTaxYearMinus1YearAmt
Current Tax Year$629,168CurrentTaxYearAmt
Total$3,764,460TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97480PublicSupportCY509Pct
Public Support PY5090.97810PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,180BeginningYearBalanceAmt
Contributions$5,850ContributionsAmt
Investment Earnings Or Losses$3,005InvestmentEarningsOrLossesAmt
End Year Balance$62,035EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$53,180ContributionsAmt
End Year Balance$53,180EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$67,167OtherCostOrOtherBasisAmt
Depreciation$62,629DepreciationAmt
Book Value$4,538BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,538TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$746,331TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$73,569NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$43,594DonatedServicesAndUseFcltsAmt
Revenue Not Reported$117,163RevenueNotReportedAmt
Revenue Subtotal$629,168RevenueSubtotalAmt
Total Revenue Per Form990$629,168TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$883,550TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$43,594DonatedServicesUseFcltsAmt
Expenses Not Reported$43,594ExpensesNotReportedAmt
Expenses Subtotal$839,956ExpensesSubtotalAmt
Total Expenses Per Form990$839,956TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationELDERNET IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. ELDERNET HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. ELDERNET HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FALL MAILINGEvent1Nm
Gross Receipts Event1$36,662GrossReceiptsEvent1Amt
Gross Revenue Event1$36,662GrossRevenueEvent1Amt
Event2SPRING MAILINGEvent2Nm
Gross Receipts Event2$24,535GrossReceiptsEvent2Amt
Gross Revenue Event2$24,535GrossRevenueEvent2Amt
Gross Receipts Total$61,197GrossReceiptsTotalAmt
Gross Revenue Total Events$61,197GrossRevenueTotalEventsAmt
Net Income Summary$61,197NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescFOOD AND MEALSDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$172,550NoncashContributionsRptF990Amt
Method Of Determining RevenuesESTIMATED WHOLESALE VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONELDERNET PROVIDES A SAFETY NET FOR OLDER AND DISABLED ADULTS TO HELP THEM REMAIN IN THEIR HOMES WITH DIGNITY, AND STRENGTHENS FOOD AND FINANCIAL SECURITY FOR ALL COMMUNITY MEMBERS IN NEED OF SUPPORT. ELDERNET ALSO OFFERS INFORMATION AND REFERRAL SERVICES, A CARE MANAGEMENT PROGRAM, HELP ACCESSING BENEFITS AND PUBLIC SERVICES, POLICE AND HOSPITAL REFFERALS, A FOOD PANTRY, EMERGENCY ASSISTANCE, AND WELLNESS NURSES. ALL OF ELDERNET'S SERVICES ARE FREE TO ELIGIBLE PERSONS.
FORM 990, PAGE 2, PART III, LINE 4ATO ENABLE FRAIL AND DISABLED CLIENTS WITH LOW INCOMES IN LOWER MERION AND NARBERTH TO LIVE IN DIGNITY AND SAFETY IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE BY PROVIDING THE FOLLOWING FREE SERVICES: IMPROVING ACCESS TO MEDICAL CARE; OFFERING VOLUNTEER HELP WITH TRANSPORTATION, SHOPPING, PAPERWORK AND HOME REPAIRS; PROVIDING SOCIAL WORK, CARE MANAGEMENT & HELP IN APPLYING FOR PUBLIC AND PRIVATE BENEFITS AND SERVICES; PROVIDING INFORMATION AND REFERRALS TO PUBLICLY FUNDED AND OTHER COMMUNITY SERVICE. LOW INCOME FAMILIES CAN ALSO PARTICIPATE IN FREE PROGRAMS OFFERING EMERGENCY FINANCIAL AID TO RESIDENTS IN CRISIS; COMMUNITY RESOURCE CENTER AND FOOD PANTRY; AN "ASK A NURSE" PROGRAM (IN CONJUNCTION WITH BRYN MAWR HOSPITAL) THAT OFFERS FREE VACCINATIONS' HOLIDAY FOOD AND GIFT BASKETS FOR RESIDENTS IN NEED. ELDERNET ALSO ADVOCATES FOR INCREASED QUALITY SERVICES FOR ELDERLY AND LOW-INCOME PEOPLE. KEY STATS FOR 2023 -- 197 CORE VOLUNTEERS, SEVERAL NON-PROFITS, STAFF, AND ONE PAID RIDE SERVICE GAVE 6,439 HOURS OF SERVICE TO 171 CORE VOLUNTEER PROGRAM PARTICIPANTS AND TO ELDERNET'S FOOD PANTRY. -- ESCORT DRIVER PROGRAM: 98 VOLUNTEERS, STAFF AND ONE PAID RIDE SERVICE PROVIDED 1,692 ROUND TRIP RIDES TO 112 PARTICIPANTS. THIS REPRESENTED OVER 3,849 HOURS OF SERVICE, AND OVER 10,861 MILES DRIVEN. PARTICIPANTS ARE RESIDENTS OF LOWER MERION AND NARBERTH, LIVING WITH LOW-MODERATE INCOMES, WHO ARE TOO PHYSICALLY OR MENTALLY DISABLED TO DRIVE, TO USE PUBLIC TRANSPORTATION, OR SHARED RIDE TAXIS. -- INFORMATION AND REFERRALS: STAFF HANDLED TELEPHONE, E-MAIL, AND WALK-IN INQUIRIES FROM INDIVIDUALS, PROVIDING ASSISTANCE AND RESOURCES. CALLERS WERE OF ALL AGES AND INCOMES. -- CARE MANAGEMENT: 2 CARE COORDINATORS ASSISTED 155 UNDUPLICATED PARTICIPANTS AND THEIR FAMILIES WITH COMPLEX ISSUES SUCH AS CHRONIC ILLNESS, CONNECTED INDIVIDUALS TO BENEFITS AND RESOURCES, RESPONDED TO CALLS TO ASSIST THOSE IN CRISIS, AND WORKED WITH HOMELESS AND OLDER ADULTS REFERRED BY THE LOWER MERION TOWNSHIP POLICE DEPARTMENT. -- EMERGENCY FINANCIAL ASSISTANCE AND FOOD PANTRY: 237 PEOPLE, IN 233 HOUSEHOLDS, 34 WITH CHILDREN, WERE HELPED WITH 18,188 IN EMERGENCY FUNDS PLUS 78,304 POUNDS OF GROCERIES. COLLABORATIVE INITIATIVES THE ADA MUTCH COMMUNITY RESOURCE CENTER HOUSES A FOOD PANTRY, A PART-TIME SOCIAL WORKER, A CENTER COORDINATOR, AND COMMUNITY WELLNESS PROGRAMS SUCH AS BRYN MAWR HOSPITAL'S "ASK A NURSE" PROGRAM. THE MUTCH CENTER IS COLLABORATION AMONG ELDERNET, THE MONTGOMERY COUNTY OFFICE ON AGING, LOWER MERION TOWNSHIP, MAIN LINE HEALTH, AND A WIDE ARRAY OF COMMUNITY FOOD AND GROCERY DONORS. THE MUTCH CENTER AND FOOD CUPBOARD ARE OPEN EVERY TUESDAY AND THURSDAY. OTHER HOURS BY APPOINTMENT. THE LOCK FOR LIFE IS A PROGRAM AVAILABLE THROUGH ELDERNET AND ADMINISTERED BY THE LOWER MERION POLICE DEPARTMENT. IT PROVIDES POLICE, FIRE AND EMERGENCY MEDICAL ASSISTANCE (EMS) PERSONNEL WITH ACCESS TO A FRAIL OLDER PERSON'S HOME IN THE EVENT OF AN EMERGENCY WHEN THE PERSON IS UNABLE TO OPEN THE DOOR. A KEY TO THE HOUSE IS STORED IN A SECURE METAL LOCK BOX, WHOSE CODE CAN ONLY BE ACCESSED BY POLICE, FIRE, OR EMS PERSONNEL IN AN EMERGENCY. THE PROGRAM IS COLLABORATION AMONG ELDERNET, LOWER MERION POLICE AND FIRE DEPARTMENTS, THE VOLUNTEER MEDICAL SERVICE CORPS, MAIN LINE HEALTH, LEADERSHIP MAIN LINE, AND THE ROTARY CLUB OF ARDMORE. ONE HUNDRED AND SEVENTY SIX LOCKS HAVE BEEN INSTALLED. TWENTY FIVE PERCENT OF THE PEOPLE PARTICIPATING IN THE PROGRAM HAVE HAD AT LEAST ONE ENTRY BY POLICE/EMERGENCY PERSONNEL.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF DIRECTORS REVIEWED THE 990 PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CMEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. ISSUES WITH CONFLICTS OF INTEREST ARE VOTED ON BY THE BOARD, EXCLUDING THE BOARD MEMBERS INVOLVED.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS REVIEW THE EXECUTIVE DIRECTORS SALARY ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 15BTHE BOARD OF DIRECTORS REVIEW THE SALARY ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.