VOLUNTEERS ASSISTING SENIORS
Helping seniors navigate the complex worlds of Medicare and Homestead Exemption.
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VOLUNTEERS ASSISTING SENIORS
EIN: 47-0617717
as of September 2023
as of September 18, 2023
Mission
Empowering seniors with the knowledge and confidence to make informed decisions about their benefits.
Ruling year
1981
Executive Director
Toni Roberts
Main address
1941 S 42nd St Ste 312
Omaha, NE 68105 USA
EIN
47-0617717
Rights of the aged
Senior services
Population served
Adults
Multiracial people
Low-income people
Seniors
NTEE code
(Senior Centers/Services) (P81)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Programs and results
What we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Medicare Education through SHIP
Offer unbiased Medicare education and assistance to seniors and those who qualify for Medicare due to disability.
Homestead Exemption application assistance
Help seniors and disabled individuals apply for property tax relief through the Homestead Exemption program.
Where we work
External reviews
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2022 info
0.00
Months of cash in 2022 info
6
Fringe rate in 2022 info
8%
Funding sources info
Assets & liabilities info
Financial data
VOLUNTEERS ASSISTING SENIORS
Balance sheetFiscal Year: Jul 01 - Jun 30
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jul 01 - Jun 30
This snapshot of VOLUNTEERS ASSISTING SENIORS’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
| Profitability info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $28,639 | $30,874 | $19,301 | $16,643 | -$15,965 |
| As % of expenses | 14.7% | 14.5% | 8.5% | 7.3% | -7.2% |
| Unrestricted surplus (deficit) after depreciation | $26,272 | $28,507 | $16,934 | $14,881 | -$16,961 |
| As % of expenses | 13.3% | 13.3% | 7.3% | 6.5% | -7.6% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $235,050 | $247,777 | $249,304 | $278,884 | $224,201 |
| Total revenue, % change over prior year | 17.1% | 5.4% | 0.6% | 11.9% | -19.6% |
| Program services revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Investment income | 7.2% | 6.7% | 7.3% | 19.9% | 4.8% |
| Government grants | 62.3% | 63.0% | 28.9% | 25.5% | 32.5% |
| All other grants and contributions | 30.5% | 30.4% | 63.8% | 54.7% | 62.6% |
| Other revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $195,441 | $212,224 | $228,043 | $228,546 | $221,761 |
| Total expenses, % change over prior year | -7.0% | 8.6% | 7.5% | 0.2% | -3.0% |
| Personnel | 70.4% | 68.2% | 72.3% | 74.4% | 74.0% |
| Professional fees | 5.0% | 5.9% | 4.3% | 4.3% | 4.8% |
| Occupancy | 16.4% | 16.9% | 15.3% | 16.2% | 15.8% |
| Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Pass-through | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| All other expenses | 8.2% | 9.0% | 8.2% | 5.2% | 5.4% |
| Full cost components (estimated) info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $197,808 | $214,591 | $230,410 | $230,308 | $222,757 |
| One month of savings | $16,287 | $17,685 | $19,004 | $19,046 | $18,480 |
| Debt principal payment | $0 | $0 | $0 | $0 | $0 |
| Fixed asset additions | $0 | $0 | $0 | $5,142 | $0 |
| Total full costs (estimated) | $214,095 | $232,276 | $249,414 | $254,496 | $241,237 |
Capital structure indicators
| Liquidity info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Months of cash | 7.1 | 6.5 | 6.4 | 6.0 | 6.0 |
| Months of cash and investments | 22.2 | 22.5 | 22.1 | 24.4 | 22.7 |
| Months of estimated liquid unrestricted net assets | 12.1 | 12.9 | 13.0 | 13.6 | 13.1 |
| Balance sheet composition info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Cash | $115,531 | $114,351 | $122,454 | $115,114 | $111,715 |
| Investments | $245,830 | $284,400 | $297,558 | $350,094 | $306,996 |
| Receivables | $0 | $0 | $0 | $0 | $0 |
| Gross land, buildings, equipment (LBE) | $58,636 | $58,636 | $58,636 | $63,778 | $63,778 |
| Accumulated depreciation (as a % of LBE) | 88.9% | 92.9% | 97.0% | 91.9% | 93.5% |
| Liabilities (as a % of assets) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Unrestricted net assets | $203,099 | $231,606 | $248,540 | $263,421 | $246,460 |
| Temporarily restricted net assets | $0 | $0 | N/A | N/A | N/A |
| Permanently restricted net assets | $167,763 | $172,442 | N/A | N/A | N/A |
| Total restricted net assets | $167,763 | $172,442 | $174,402 | $208,097 | $177,565 |
| Total net assets | $370,862 | $404,048 | $422,942 | $471,518 | $424,025 |
Key data checks
| Key data checks info | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
Executive Director
Toni Roberts
Number of employees
Source: IRS Form 990
VOLUNTEERS ASSISTING SENIORS
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
VOLUNTEERS ASSISTING SENIORS
Board of directorsas of 08/24/2023
Board of directors data
Jeff Smith
Barbara Rizvi
Charlie Graham
CJ Guenzel
Gary Green
Rick Scofield
Susan Whitfield
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
-
Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? No -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? No -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
No data
Gender identity
Sexual orientation
No data
Disability
No data
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- Financial statements for 2021
- Officer and/or Employee data for 2022, 2021, 2020, 2019, 2018
- Contractor and/or Paid Preparer data for 2022, 2021, 2020
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