STEUBEN SENIOR SERVICES FUND INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: STEUBEN SENIOR SERVICES FUND INC (EIN 16-1586972)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-03
IRS object ID: 201201859349300205
Schema version: 2011v1.2
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
Schedule A
Schedule B
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-03T08:16:06-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	161092347	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MENGEL METZGER BARR & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 CHESTNUT STREET SUITE 1200	AddressLine1
City	ROCHESTER	City
State	NY	State
ZIP Code	14604	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	161586972	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	STEUBEN SENIOR SERVICES FUND INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	STEU	NameControl
Phone	6077767813	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 EAST PULTNEY SQUARE	AddressLine1
City	BATH	City
State	NY	State
ZIP Code	148101557	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LINDA M TETOR	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	6077767813	Phone
Date Signed	2012-07-02	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SCOTT LOCKWOOD	Name
PTIN	P00553979	PTIN
Phone	5854231860	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	LINDA M TETOR	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3 EAST PULTNEY SQUARE	AddressLine1
City	BATH	City
State	NY	State
ZIP Code	148101557	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	94509	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.STEUBENSENIORSERVICESFUND.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1999	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	RAISE FUNDS TO PROVIDE SERVICES TO SENIORS IN 2011 AND BEYOND.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	1	TotalNbrEmployees
Total Nbr Volunteers	19	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	321047	ContributionsGrantsPriorYear
Contributions Grants Current Year	85373	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	3442	InvestmentIncomePriorYear
Investment Income Current Year	9136	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	324489	TotalRevenuePriorYear
Total Revenue Current Year	94509	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	15901	SalariesEtcPriorYear
Salaries Etc Current Year	73172	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	29240	OtherExpensePriorYear
Other Expenses Current Year	13038	OtherExpensesCurrentYear
Total Expenses Prior Year	45141	TotalExpensesPriorYear
Total Expenses Current Year	86210	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	279348	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	8299	RevenuesLessExpensesCY
Total Assets BOY	382964	TotalAssetsBOY
Total Assets EOY	391263	TotalAssetsEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	382964	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	391263	NetAssetsOrFundBalancesEOY
Mission Description	RAISE FUNDS TO PROVIDE SERVICES TO SENIORS IN 2011 AND BEYOND.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	20926	Expense
Description	NUMEROUS EDUCATIONAL PROGRAMS AND VISITS WITH POTENTIAL DONORS WERE CONDUCTED TO ATTRACT VOLUNTARY DONATIONS FROM A BROAD CROSS SECTION OF THE PUBLIC.	Description
Total Program Service Expense	20926	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	0	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	2	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	1	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	0	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	LINDA M TETOR	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6077767813	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3 EAST PULTNEY SQUARE	AddressLine1
City	BATH	City
State	NY	State
ZIP Code	148101557	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
PETER ROBBINS
CHAIRPERSON	0.50	X	X	0	0	0
PATRICIA FINNERTY
VICE CHAIRPERSON	0.50	X	X	0	0	0
JOHN CAPUTO
SECRETARY	0.50	X	X	0	0	0
LINDA TETOR
EXECUTIVE DIRECTOR	32.00	X	X	54518	0	6213
SCOTT LOCKWOOD
TREASURER	0.50	X	X	0	0	0
JOE STRIANO
BOARD MEMBER	0.50	X		0	0	0
SHERYL ROSENBLOOM
BOARD MEMBER	0.50	X		0	0	0
LOIS GYR
BOARD MEMBER	0.50	X		0	0	0
MIKE KEANE
BOARD MEMBER	0.50	X		0	0	0
KELLY DUBY
BOARD MEMBER	0.50	X		0	0	0
BEV FROST
BOARD MEMBER	0.50	X		0	0	0
WILLIE LOCKE
BOARD MEMBER	0.50	X		0	0	0
DONNA CHIARAMONTE
BOARD MEMBER	0.50	X		0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	54518	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	6213	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Government Grants	51466	GovernmentGrants
All Other Contributions	33907	AllOtherContributions
Total Contributions	85373	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	9136	TotalRevenueColumn
Exclusion	$9,136	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	94509	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$9,136	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	60731	Total
Management And General	60731	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	12441	Total
Program Services	12441	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	125	Total
Management And General	125	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	540	Total
Management And General	540	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	3136	Total
Management And General	3136	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	3191	Total
Program Services	3191	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	552	Total
Management And General	552	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
PROGRAM & EVENT EXPENSE	5294	5294
FILING FEES, MISCELLANE	200		200

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	86210	Total
Program Services	20926	ProgramServices
Management And General	65284	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	378085	BOY
EOY	388148	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	200	BOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	4679	BOY
EOY	3115	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	382964	BOY
EOY	391263	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	101372	BOY
EOY	94524	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	268579	BOY
EOY	283726	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	13013	BOY
EOY	13013	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	382964	BOY
EOY	391263	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	382964	BOY
EOY	391263	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	8299	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	0	FSAudited
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	29077	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22879	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35526	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	321046	CurrentTaxYearMinus1Year
Current Tax Year	85373	CurrentTaxYear
Total	493901	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	29077	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22879	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35526	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	321046	CurrentTaxYearMinus1Year
Current Tax Year	85373	CurrentTaxYear
Total	493901	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	493901	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	605	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1810	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3442	CurrentTaxYearMinus1Year
Current Tax Year	9136	CurrentTaxYear
Total	16666	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	605	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1810	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3442	CurrentTaxYearMinus1Year
Current Tax Year	9136	CurrentTaxYear
Total	16666	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	29682	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	24552	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	37336	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	324488	CurrentTaxYearMinus1Year
Current Tax Year	94509	CurrentTaxYear
Total	510567	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.96740	PublicSupportPercentage509
Prior Year Support Percentage	0.98290	PriorYearSupportPercentage
Investment Income Percentage	0.03260	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01710	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	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 AND THROUGH GUIDESTAR.ORG DOCUMENTATION PERTAINING TO ITS MISSION, CURRENT ACTIVITIES AND CURRENT YEAR BUDGET.