2024-08-23T08:53:09-05:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 391393171 ERAS SENIOR NETWORK INC ERAS 2625493348 2607 N GRANDVIEW BLVD 150 WAUKESHA WI 53188 DARRYL ANDERSON EXECUTIVE DIRECTOR 2625493348 2024-08-23 1 1 RENEE MESSING P01872384 4142711451 2024-08-21 2023 2024-08-08 14:25:15Z DARRYL ANDERSON 2607 N GRANDVIEW BLVD 150 WAUKESHA WI 53188 1801004 0 X HTTP://WWW.ERAS.ORG/ X 1981 WI ENGAGING AND SUPPORTING SENIORS, ADULTS WITH DISABILITIES, AND FAMILY CAREGIVERS TO LEAD MEANINGFUL LIVES. SERVICE AREAS ARE MILWAUKEE COUNTY AND WAUKESHA COUNTY, WISCONSIN. 12 12 32 869 0 0 1852123 1719366 0 0 6298 4838 77895 48686 1936316 1772890 0 0 0 0 1307933 1248832 0 0 151439 753454 748382 2061387 1997214 -125071 -224324 1419290 1217356 263233 265433 1156057 951923 X ENGAGING AND SUPPORTING SENIORS, ADULTS WITH DISABILITIES, AND FAMILY CAREGIVERS TO LEAD MEANINGFUL LIVES. SERVICE AREAS ARE MILWAUKEE COUNTY AND WAUKESHA COUNTY, WISCONSIN. 0 0 228642 ENGAGING SENIORS: THE RETIRED AND SENIOR VOLUNTEER PROGRAM IN MILWAUKEE COUNTY AND WAUKESHA COUNTY IS PART OF A NATIONAL MOVEMENT OF AMERICORPS SENIOR PROGRAMS THAT ENGAGES ADULTS AGE 55+ TO RESPOND TO COMMUNITY NEEDS. ERAS MAINTAINS PARTNERSHIPS WITH SCHOOL DISTRICTS, GOVERNMENT AGENCIES, AND NONPROFIT ORGANIZATIONS TO IDENTIFY LOCAL NEEDS, AND DEVELOP HIGH-IMPACT, MEANINGFUL SERVICE OPPORTUNITIES FOR RSVP VOLUNTEERS. ANNUALLY OUR AGENCY PLACES 350 RETIRED AND SENIOR-AGE VOLUNTEERS IN TWO WAUKESHA COUNTY PUBLIC SCHOOL DISTRICTS TO PROVIDE ONE ON ONE TUTORING, SMALL GROUP ACTIVITIES, AND CLASSROOM SUPPORT IN PUBLIC SCHOOLS. WE MEASURE THE IMPACT OF THIS WORK THROUGH PRE-TESTS AND POST-TESTS OF STUDENTS WHO ARE IMPACTED BY THE VOLUNTEERS' EFFORTS, WITH THE DISTRICTS PROVIDING THE DATA TO SHOW THE GAINS MADE IN MATH, READING, WRITING, AND CRITICAL THINKING. SERVICE ACTIVITIES INCLUDE TUTORING SCHOOL CHILDREN, HELPING WITH MATH, ASSISTING IN CLASSROOMS, AND SERVING AS PEN PALS. SENIORS SUPPORT OTHER NONPROFIT AGENCIES BY SERVING AS PROGRAM ASSISTANTS, VOLUNTEERING AS DRIVERS, DELIVERING MEALS TO HOMEBOUND INDIVIDUALS, SERVING ON BOARDS OF DIRECTORS, AND HELPING AT FUNDRAISERS AND EDUCATIONAL EVENTS. IN MILWAUKEE COUNTY, RSVP VOLUNTEERS ASSIST SENIORS WHO NEED SUPPORT TO LIVE INDEPENDENTLY. 961688 SUPPORTING SENIORS: THE FAITH IN ACTION PROGRAM SUPPORTS THE GROWING NUMBER OF MILWAUKEE COUNTY AND WAUKESHA COUNTY SENIORS WHO DO NOT QUALIFY FOR GOVERNMENT ENTITLEMENT PROGRAMS, WHO LACK SUFFICIENT INCOME TO PURCHASE SERVICES, AND WHO DO NOT HAVE AN INFORMAL SUPPORT SYSTEM TO HELP WITH DAILY ACTIVITIES (GROCERY SHOPPING, TRANSPORTATION, HOME SAFETY PROJECTS, AND MANAGING FINANCES). SERVICES ARE OFFERED AT NO CHARGE TO SENIORS, HELPING THEM TO LIVE ON A FIXED INCOME. BY SUPPORTING SENIORS WHO HAVE NO OTHER OPTIONS FOR THEIR CARE, THE PROGRAM ASSISTS THEM IN LIVING MEANINGFUL LIVES. SERVICES PROVIDED BY TRAINED VOLUNTEERS ENSURE THAT EACH SENIOR HAS TIME NEEDED FOR COMPLETING TASKS WITHOUT CONCERN OF PAYING AN HOURLY FEE. 288887 MOBILITY: A PROGRAM HELPING SENIORS WITH TRANSPORTATION TO HEALTHCARE APPOINTMENTS, PHARMACIES, GROCERY STORES AND OTHER BASIC-NEED RIDES. 121079 COMMUNITY AWARENESS: THE S.T.O.P. SENIORS FRAUDS & SCAMS PROGRAMS BRINGS TIMELY INFORMATION TO SENIORS AND FAMILY CAREGIVERS TO HELP DECREASE VICTIMIZATION OF FRAUDS AND SCAMS. THE PROGRAM HAS PROVIDED PRESENTATIONS TO OVER 2,000 COMMUNITY MEMBERS SINCE ITS START IN 2016. PRESENTATION MODULES INCLUDE COMPUTER SCAMS, CAREGIVER SCAMS, FINANCIAL FRAUD, TELEMARKETING SCAMS, POWER OF ATTORNEY AND INVESTMENT SCAMS, AND CHARITY SCAMS.SUPPORTING FAMILY CAREGIVERS: ERAS IS CO-LEADING A MULTI-SECTOR INITIATIVE TO CREATE A HEALTHIER SYSTEM FOR FAMILY CAREGIVERS AND SENIORS. WITH FINANCIAL SUPPORT FROM THE ADVANCING HEALTHIER WISCONSIN ENDOWMENT, A PARTNERSHIP OF PUBLIC, PRIVATE, AND ACADEMIC SECTORS WILL IMPLEMENT STRATEGIES TO IDENTIFY FAMILY CAREGIVERS, PROVIDE TIMELY AND RELEVANT SUPPORT, AND SHARE INFORMATION BETWEEN ORGANIZATIONS. 121079 1600296 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 32 1 0 0 0 0 0 1 1 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 1 1 0 WI X X X SANDRA AMMERMAN 2625493348 2607 N GRANDVIEW BLVD WAUKESHA WI 53188 ANGELA KING PRESIDENT 1.00 X X 0 0 0 SHAY SHERFINSKI VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL KRUSE SECRETARY 1.00 X X 0 0 0 GLEN CHOBAN TREASURER 1.00 X X 0 0 0 RACHAEL BUSH DIRECTOR 1.00 X 0 0 0 MEGAN DABOLS DIRECTOR 1.00 X 0 0 0 JAMES KLAUCK DIRECTOR 1.00 X 0 0 0 REV RAYMOND MONK DIRECTOR 1.00 X 0 0 0 CINDY ROBINSON DIRECTOR 1.00 X 0 0 0 PAM PAULSON DIRECTOR 1.00 X 0 0 0 SCOTT SHAVER DIRECTOR 1.00 X 0 0 0 JENNIFER SODO DIRECTOR 1.00 X 0 0 0 KATHLEEN GALE FORMER EXECUTIVE DIR. 40.00 X 20385 0 0 SANDRA AMMERMAN ASSOCIATE DIRECTOR 40.00 X 76275 0 11494 DARRYL ANDERSON EXECUTIVE DIR. 40.00 X 62089 0 21463 158749 0 32957 0 0 0 0 0 184554 970622 564190 38635 1719366 4838 4838 76800 28114 48686 48686 1772890 0 0 53524 180212 142800 22659 14753 909189 718997 108876 81316 77442 62271 13167 2004 81989 63430 11843 6716 136694 95968 33944 6782 22788 15999 5659 1130 2338 2338 51642 36255 12824 2563 63188 49754 2435 10999 94906 68019 18957 7930 147038 126876 7310 12852 20613 19326 638 649 7091 5999 871 221 230 230 55600 53687 1005 908 13826 12511 473 842 PROGRAM EXPENSES 91264 91001 63 200 LOSS ON DISPOSAL 30591 30573 18 VOLUNTEER EXPENSE 4272 4162 110 MEMBERSHIP FEES 2706 1826 750 130 3595 842 1309 1444 1997214 1600296 245479 151439 339929 260321 166898 122556 348050 319274 24785 25035 312845 241463 93465 71382 48917 0 397246 418788 1419290 1217356 118768 108157 2781 4217 141684 153059 263233 265433 X 764148 534489 391909 417434 1156057 951923 1419290 1217356 -224324 20190 0 X X 0 1 X 1 1 1 X 1472270 1795769 2095423 1852123 1719366 8934951 1472270 1795769 2095423 1852123 1719366 8934951 12042 8922909 7458 2839 5832 6298 4838 27265 104887 81496 74896 111073 76800 449152 9411368 3727 0.94810 0.92550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2019 AMOUNT: $ 104,887. 2020 AMOUNT: $ 79,059. 2021 AMOUNT: $ 74,896. 2022 AMOUNT: $ 111,073. 2023 AMOUNT: $ 76,800. INSURANCE CLAIM PROCEEDS - 2020 AMOUNT: $ 2,437. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 203646 103 23872 2338 225283 244788 -37837 3305 203646 191433 25000 30538 2183 244788 175002 21021 2700 1890 191433 187817 25528 38343 175002 1.00000 1 0 312845 241463 71382 71382 GIFT CARDS 4217 WAUKESHA COUNTY COMMUNITY FDN ENDOWMENT 66455 GREATER MILWAUKEE FOUNDATION ENDOWMENT 136188 SECURITY DEPOSIT RECEIVABLE 8575 GMF - MILW COUNTY ENDOWMENT 22640 RIGHT-OF-USE ASSETS- FINANCE LEASES 5050 RIGHT-OF-USE ASSETS- OPERATING LEASES 175663 418788 FINANCE LEASE LIABILITY 4069 OPERATING LEASE LIABILITY 148990 153059 X 1795807 20190 5065 25255 1770552 2338 2338 1772890 1999941 5065 5065 1994876 2338 2338 1997214 PART V, LINE 4: CONTINUE INVESTING FUNDS FOR GROWTH. WE ANTICIPATE UTILIZING PROCEEDS TO SUPPORT PROGRAM EXPENSES ONCE THE PROCEEDS REACH $1,000,000 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. TAPESTRY EVENT 67067 67067 10818 9747 FESTIVAL OF FLOWERS 7501 7501 1808 1703 1 2232 2232 1170 2868 76800 76800 13796 4571 9747 28114 48686 X 6500 FMV X GIFT CARDS 2916 26231 FMV X OTHER ITEMS 6 5904 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A LINE 1A EXPLANATION - PER BYLAWS THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD WITH ANY DECISIONS. FULL BOARD RATIFICATION IS REQUIRED OF ANY MOTIONS MADE BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FINANCE COMMITTEE REVIEWS THE 990 AND THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. OTHER MEMBERS OF THE BOARD OR COMMITTEE DETERMINE IF A CONFLICT EXISTS. WHEN THIS OCCURS THE BOARD MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO LEAVE DURING THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY THE BOARD (AND EXECUTIVE DIRECTOR FOR OTHER STAFF POSITIONS) AFTER REVIEW OF THE NONPROFIT CENTER OF MILWAUKEE'S STUDY ON COMPENSATION PERFORMED IN 2012, AND COPIES OF THE IRS FORM 990 FOR SIMILAR SIZE NONPROFIT ORGANIZATIONS IN THE COMMUNITY VIA WWW.GUIDESTAR.ORG. DURING SUBSEQUENT YEARS, THE BOARD AND EXECUTIVE DIRECTOR HAVE REVIEWED COMPENSATION OF STAFF ANNUALLY AS A PART OF THE OVERALL BUDGET APPROVAL PROCESS. REVIEW OF COMPENSATION REPORTS FROM GUIDESTAR AND MANAGEMENT RESOURCE ASSOCIATION. BOARD LEADERSHIP COMPARES COMPENSAITON OF CEOS FROM SIMILARLY-SIZED HUMAN SERVICES ORGANIZATIONS IN SIMILAR MARKETS, INCLUDING MILWAUKEE COUNTY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND WILL BE MAILED OR PRESENTED TO THE PUBLIC UPON REQUEST.