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Nonprofit · EIN 41-1410669

SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC

Tax-exempt · ROCHESTER, MN 55901

Financials

$6.2M$6.2M2021$6.6M$6.6M2023$6.7M$6.6M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,654,924$6,592,535$62,389$2,525,607$1,491,508$1,034,099
December 31, 2023990$6,628,870$6,583,714$45,156$2,000,849$1,027,961$972,888
December 31, 2021990$6,188,004$6,188,876-$872$1,679,655$912,712$766,943
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$6,529,189
of which government grants
$6,521,691
Program service revenue
$112,791
Investment income
$12,944
Other revenue
$0

Expenses

Grants and similar amounts paid
$3,756,391
Compensation of officers, directors and key employees
$135,482
Other salaries and wages
$1,274,645
Salaries, compensation and benefits (total)
$1,757,221
Professional fundraising fees
$0
Occupancy
$68,384
Travel
$7,287
Program services (functional)
$5,929,067
Management and general (functional)
$663,468

Balance sheet and other

Total assets, start of year
$2,000,849
Total assets, end of year
$2,525,607
Total liabilities, end of year
$1,491,508
Net assets, end of year
$1,034,099
Net assets without donor restrictions
$1,029,632
Net assets with donor restrictions
$4,467
Gross receipts
$6,654,924
Employees
23
Volunteers
14
Year formed
1981
State of legal domicile
MN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LAURIE BROWNELLEXECUTIVE DIRECTOR
Officer
40$112,328$23,154
KIM VOTHFINANCE DIRECTOR
Highest-paid employee
40$110,193$6,469
MARIE HLAVATREASURER
Trustee or director, Officer
4$0$0
MARJORIE FULLERDIRECTOR
Trustee or director
2$0$0
LINDA MCPEAKDIRECTOR
Trustee or director
2$0$0
DAVE VANDERGONVICE CHAIR
Trustee or director, Officer
4$0$0
MIKE HANCOCKSECRETARY
Trustee or director, Officer
4$0$0
DR DWIGHT JENNINGSAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
JEAN EATONCHAIR
Trustee or director, Officer
4$0$0
RACHEL BOYUMDIRECTOR
Trustee or director
2$0$0
KAREN HANSONDIRECTOR
Trustee or director
2$0$0
MAGGIE COOKAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
DAVID BEIMERSDIRECTOR
Trustee or director
2$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
LAURIE BROWNELLEXECUTIVE DIRECTOR
Officer
40$106,772$21,477
KIM VOTHFINANCE DIRECTOR
Highest-paid employee
40$104,638$6,191
MARIE HLAVATREASURER
Trustee or director, Officer
4$0$0
MARJORIE FULLERDIRECTOR
Trustee or director
2$0$0
RITA FOXDIRECTOR
Trustee or director
2$0$0
DAVE VANDERGONVICE CHAIR
Trustee or director, Officer
2$0$0
MIKE HANCOCKSECRETARY
Trustee or director, Officer
4$0$0
DR DWIGHT JENNINGSAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
JEAN EATONCHAIR
Trustee or director, Officer
4$0$0
JENELLE CUMMINGSDIRECTOR
Trustee or director
4$0$0
KAREN HANSONDIRECTOR
Trustee or director
2$0$0
MAGGIE COOKAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
DAVID BEIMERSDIRECTOR
Trustee or director
2$0$0
990 for the year ended December 31, 2021: 15 people
NameTitleHours / weekCompensationOther / benefits
LAURIE BROWNELLEXECUTIVE DIRECTOR
Officer
40$95,898$19,985
BRAD LOHRBACHTREASURER
Trustee or director, Officer
4$0$0
LLOYD SWALVEDIRECTOR
Trustee or director
2$0$0
MARTI RILEYDIRECTOR
Trustee or director
2$0$0
RITA FOXDIRECTOR
Trustee or director
2$0$0
JAMES HANESWORTHDIRECTOR
Trustee or director
2$0$0
DAVE VANDERGONDIRECTOR
Trustee or director
2$0$0
MIKE HANCOCKSECRETARY
Trustee or director, Officer
4$0$0
MARIE HLAVAAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
DR DWIGHT JENNINGSAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
JEAN EATONVICE CHAIR
Trustee or director, Officer
4$0$0
JENELLE CUMMINGSCHAIR
Trustee or director, Officer
4$0$0
KAREN HANSONDIRECTOR
Trustee or director
2$0$0
MAGGIE COOKAT-LARGE REPRESENTATIVE
Trustee or director
2$0$0
VALERIE KNUTSONDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
2746 SUPERIOR DR NW STE 300, ROCHESTER, MN 55901-8378
Principal officer (990 for 2024)
LAURIE BROWNELL, 2746 SUPERIOR DRIVE NW SUITE 300, ROCHESTER, MN 55901
Signed the 990
LAURIE BROWNELL, EXECUTIVE DIRECTOR
Phone
(507) 288-6944
Return prepared by
SMITH SCHAFER AND ASSOC LTD

Mission

TO HELP OLDER ADULTS AGE SUCCESSFULLY WHILE MAINTAINING THEIR DIGNITY AND INDEPENDENCE IN THE COMMUNITY THROUGH INFORMED CHOICES. THIS MISSION IS ACCOMPLISHED THROUGH FEDERAL AND STATE GRANTS AWARDED TO CONTRACTORS WHO PROVIDE SOCIAL SERVICES, CAREGIVER SUPPORT SERVICES, NUTRITION PROGRAMS AND CHRONIC DISEASE MANAGEMENT ACTIVITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • AWARDING AND MONITORING FEDERAL AND STATE GRANTS FOR SENIOR NUTRITION PROGRAMS, INCLUDING CONGREGATE AND HOME-DELIVERED; IN-PERSON ASSISTANCE TO SENIORS AND THEIR CAREGIVERS FOR SENIORS DESIRING TO RETURN HOME FROM AN INSTITUTIONAL-BASED SETTING; AND PROVIDING INFORMATION AND IN-DEPTH ASSISTANCE THROUGH THE 'SENIOR LINKAGE LINE' TO THE 11 COUNTY REGION. ELDERCARE DEVELOPMENT PARTNERSHIP (EDP) PROVIDING TECHNICAL ASSISTANCE TO COMMUNITY ORGANIZATIONS AND OTHER PARTNERS TO DEVELOP LONG-TERM SERVICE SUPPORTS, HEALTH EDUCATION, AND AGE/DEMENTIA FRIENDLY COMMUNITIES.
    Expenses $5,929,067 · grants $3,756,391 · revenue $6,641,980

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-1410669
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,525,607
Income (IRS master file)
$6,654,924

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,654,924$6,592,535$2,525,607XML
990December 2023$6,628,870$6,583,714$2,000,849XML
990December 2022$6,235,918$6,081,056$1,799,701IRS
990December 2021$6,188,004$6,188,876$1,679,655XML
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1410669).

Questions about SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC

What is the EIN of SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC?
The employer identification number (EIN) of SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC is 41-1410669.
Is SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC?
The 990 for the year ended December 31, 2024 names LAURIE BROWNELL.
Who are the officers and directors of SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC?
The 990 for the year ended December 31, 2024 lists 13 people; 2 received compensation from the organization, the highest $112,328 (LAURIE BROWNELL, EXECUTIVE DIRECTOR).
How much revenue does SOUTHEASTERN MINNESOTA AREA AGENCY ON AGING INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,654,924, expenses of $6,592,535 and total assets of $2,525,607 at year end.

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