2023-10-31T15:57:49-05:00 2022-12-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-01-01 161586972 STEUBEN SENIOR SERVICES FUND STEU 6076642298 3 EAST PULTNEY SQUARE BATH NY 148101557 LINDA M TETOR EXECUTIVE DIRECTOR 6076642298 2023-10-26 1 LINDA TETOR XXX-XX-XXXX 1 MARK FORTE P00441630 5854231860 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA M TETOR 3 EAST PULTNEY SQUARE BATH NY 148101557 396776 0 X WWW.STEUBENSENIORSERVICESFUND.ORG X 1999 NY RAISE FUNDS TO PROVIDE SERVICES TO SENIORS AND TO EMPOWER THEM TO AGE IN THEIR OWN HOMES. OPERATE FULL CIRCLE AMERICA IN STEUBEN COUNTY AND RURAL AGING IN PLACE PROJECTS. 12 12 2 34 0 0 195940 167064 0 0 17351 14958 -355 7683 212936 189705 0 0 0 0 63065 91869 0 0 18948 135275 115171 198340 207040 14596 -17335 550378 499793 12332 0 538046 499793 RAISE FUNDS TO PROVIDE SERVICES TO SENIORS AND TO EMPOWER THEM TO AGE IN THEIR OWN HOMES. 0 0 112535 NUMEROUS EDUCATIONAL PROGRAMS, NEWSLETTERS, ON-LINE POSTS AND VISITS WITH POTENTIAL DONORS WERE CONDUCTED TO ATTRACT VOLUNTARY DONATIONS FROM A BROAD CROSS SECTION OF THE PUBLIC. 61063 IN PERSON OR VIRTUAL VISITS CONDUCTED WITH POTENTIAL FULL CIRCLE AMERICA MEMBERS, ASSESSMENTS AND INSTALLATIONS OF TECHNOLOGY COMPLETED. ONGOING CASE MANAGEMENT CONDUCTED. 173598 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X LINDA M TETOR 6076642298 3 EAST PULTNEY SQUARE BATH NY 148101557 PETER ROBBINS CHAIRPERSON 1.00 X X 0 0 0 PATRICIA FINNERTY VICE CHAIRPERSON 1.00 X X 0 0 0 JOHN CAPUTO BOARD MEMBER 0.50 X 0 0 0 JOE STRIANO BOARD MEMBER 0.50 X 0 0 0 DONNA CHIARAMONTE BOARD MEMBER 0.50 X 0 0 0 PATTY BAROODY BOARD MEMBER 0.50 X 0 0 0 ANDY MAZZELLA BOARD MEMBER 0.50 X 0 0 0 HILDRETH VOLONTS ROSE TREASURER 1.00 X X 0 0 0 MARY DALY BOARD MEMBER 0.50 X 0 0 0 DIANE MARSHALL BOARD MEMBER 0.50 X 0 0 0 MARY WOLLATT SECRETARY 0.50 X X 0 0 0 MARCIA MELNYK BOARD MEMBER 0.50 X 0 0 0 LINDA TETOR EXECUTIVE DIRECTOR 24.00 X 57108 0 1180 57108 0 1180 0 0 0 0 0 35000 4706 75221 52137 167064 14450 14450 195713 195205 508 508 508 19549 4706 11866 7683 7683 189705 0 0 22641 58288 48146 1107 9035 33581 27737 639 5205 1765 1765 4656 4656 3846 1946 1900 15 15 3586 2259 1327 PROGRAM & EVENT EXPENSE 98495 93495 5000 MISCELLANEOUS 2808 2808 207040 173598 14494 18948 83906 44167 21552 686 720 489 385019 367553 59181 86898 550378 499793 12332 0 12332 0 X 218183 197313 319863 302480 538046 499793 550378 499793 -17335 -20918 0 X 0 0 0 X 108937 108599 208766 198754 167064 792120 108937 108599 208766 198754 167064 792120 792120 15839 13863 11109 12606 14450 67867 859987 0.92110 0.91920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 JPMORGAN CHASE 3.375% 26846 F BERKSHIRE HATHAW 3.75% 29653 F CATERPILLAR INC. 3.4% 30399 F 86898 163302 -20918 11866 -9052 172354 4656 12695 17351 189705 214250 11866 11866 202384 4656 4656 207040 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 11,866. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUED INCOME 363. 2021 PPP LOAN FORGIVEN IN 2022 12,332. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 11,866. BUBBLY AND BRUNCH 20089 320 19769 4635 150 2472 20089 320 19769 4635 150 2472 7257 12512 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED FOR ACCURACY AND FILED UPON APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C GIVEN THE TRANSPARENCY AND SIZE OF THE ORGANIZATION THE BOARD IS AWARE OF ALL TRANSACTIONS PERTAINING TO THE ORGANIZATION AND EASILY ENSURES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 TO THE EXTENT PRACTICABLE, THE ORGANIZATION MAKES ACCESSIBLE TO THE PUBLIC UPON REQUEST DOCUMENTATION PERTAINING TO ITS MISSION, CURRENT ACTIVITIES AND CURRENT YEAR BUDGET.