Nonprofit · EIN 83-0637217
SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC
Tax-exempt · MILWAUKEE, WI 53208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,239,105 | $1,970,729 | $268,376 | $825,707 | $86,358 | $739,349 |
| December 31, 2024 | 990 | $2,065,109 | $2,082,440 | -$17,331 | $548,154 | $77,181 | $470,973 |
| December 31, 2023 | 990 | $1,767,469 | $1,786,608 | -$19,139 | $540,603 | $52,299 | $488,304 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,077,193
- of which government grants
- $1,392,114
- Program service revenue
- $59,624
- Investment income
- $581
- Net rental income
- $96,452
- Other revenue
- $101,707
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $148,587
- Other salaries and wages
- $1,152,262
- Salaries, compensation and benefits (total)
- $1,475,928
- Professional fundraising fees
- $0
- Accounting fees
- $10,500
- Travel
- $13,833
- Depreciation
- $24,365
- Program services (functional)
- $1,603,506
- Management and general (functional)
- $252,038
- Fundraising (functional)
- $115,185
Balance sheet and other
- Total assets, start of year
- $548,154
- Total assets, end of year
- $825,707
- Total liabilities, end of year
- $86,358
- Net assets, end of year
- $739,349
- Land, buildings and equipment
- $15,837
- Net assets without donor restrictions
- $692,497
- Net assets with donor restrictions
- $46,852
- Gross receipts
- $2,278,086
- Employees
- 69
- Volunteers
- 282
- Year formed
- 2018
- State of legal domicile
- WI
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL VANBLARICUM | PRESIDENT/CEO Officer | 40 | $76,246 | $19,591 |
| CATHY WOOD | PART YEAR PRESIDENT/CEO Officer | 40 | $59,607 | $0 |
| JAMI BURRELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE MARES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NITA FARROW | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRIDGETTE FROMMELL | PART YEAR SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JIM SHERIDAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MINDY ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES WOODWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK JOERREES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHNNY GARDETTO | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY WOOD | PRESIDENT/CEO Officer | 40 | $118,082 |
| JORDAN LUHR | CHAIR Trustee or director, Officer | 1 | $0 |
| JAMI BURRELL | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| STEPHANIE MARES | TREASURER Trustee or director, Officer | 1 | $0 |
| BRIDGETTE FROMMELL | SECRETARY Trustee or director, Officer | 1 | $0 |
| MINDY ANDERSON | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JOHNNY GARDETTO | DIRECTOR Trustee or director | 1 | $0 |
| JIM SHERIDAN | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA STAUBER | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES WOODWARD | DIRECTOR Trustee or director | 1 | $0 |
| NITA FARROW | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY WOOD | PRESIDENT/CEO Officer | 40 | $105,704 | $24,424 |
| JODI BAUER | CFO Officer | 40 | $35,131 | $0 |
| MINDY ANDERSON | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| JORDAN LUHR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE MARES | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRIDGETTE FROMMELL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMI BURRELL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHNNY GARDETTO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM SHERIDAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA STAUBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES WOODWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NITA FARROW | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4420 W VLIET ST, MILWAUKEE, WI 53208-2769
- Principal officer (990 for 2025)
- MICHAEL VANBLARICUM, 4420 W VLIET STREET, MILWAUKEE, WI 53208
- Signed the 990
- MICHAEL VANBLARICUM, PRESIDENT/CEO
- Phone
- (414) 704-3343
- Website
- WWW.SERVINGOLDERADULTS.ORG
- 990-N for 2018 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Cathy Wood, 2601 W Howard Ave, Milwaukee WI 53221. Mailing address: 2601 W Howard Ave, Milwaukee WI 53221. Website: www.servingolderadults.org
- Return prepared by
- RITZ HOLMAN LLP
Mission
THE MISSION OF SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN IS TO PROVIDE OPPORTUNITIES AND SERVICES TO ADULTS 50 AND BETTER. WE HAVE BEEN IN EXISTENCE SINCE 2018, BUT THE FIVE SENIOR CENTERS WE MANAGE AND PROGRAMMING WE OVERSEE HAS PLAYED AN IMPORTANT ROLE IN MILWAUKEE COUNTY FOR OVER 40 YEARS. OUR PROGRAMMING INCORPORATES THE EIGHT DIMENSIONS OF WELLNESS - EMOTIONAL, PHYSICAL, OCCUPATIONAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, AND FINANCIAL. WE ALSO SERVE AS DINING SITES UNDER THE OLDER AMERICAN'S ACT FEDERAL PROGRAM TO HELP COMBAT FOOD INSECURITY. WE STRIVE TO PROVIDE PROACTIVE AND POSITIVE APPROACHES TO AGING AND HELP OLDER ADULTS MAINTAIN OPTIMAL HEALTH AND INDEPENDENCE FOR AS LONG AS POSSIBLE.
Program accomplishments
- THE ORGANIZATION PROVIDED PROGRAMMING TO OLDER ADULTS, AGES 50 AND BETTER, THROUGH PROGRAMMING DESIGNED TO ENRICH THE LIVES OF THOSE INVOLVED. THE ORGANIZATION OPERATED 5 SENIOR CENTERS WHICH OFFER A PLACE TO SOCIALIZE, EXERCISE, AND PARTICIPATE IN CLASSES AND PROGRAMS. A DINING PROGRAM IS PROVIDED AT EACH OF THE SENIOR CENTERS OFFERING A DELICIOUS, NUTRITIOUS, AND BALANCED LUNCH. THE ORGANIZATION EMPOWERS OLDER ADULTS TO INCREASE INDEPENDENCE, MAKE AND MAINTAIN CONNECTIONS, AND ENHANCE WELL-BEING THROUGH ITS TECH CONNECT PROGRAM BY PROVIDING TECHNOLOGY DEVICE ACCESS AND TRAINING. THE ORGANIZATION COORDINATED ACTIVITY CHECK INS AND COLLABORATED WITH COMMUNITY PARTERS. THE ORGANIZATION ACCOMPLISHED THESE PROGRAMMING SERVICES WITH GRATITUDE FOR ITS STAFF AND SIGNIFICANT VOLUNTEER SERVICES.Expenses $1,603,506 · revenue $161,331
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0637217
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P45)
- Assets (IRS master file)
- $825,707
- Income (IRS master file)
- $2,278,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,239,105 | $1,970,729 | $825,707 | XML |
| 990 | December 2024 | $2,065,109 | $2,082,440 | $548,154 | XML |
| 990 | December 2023 | $1,767,469 | $1,786,608 | $540,603 | XML |
| 990 | December 2022 | $1,530,623 | $1,612,185 | $576,345 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Cathy Wood Filed under this EIN, most likely by a chapter or affiliate | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-0637217).
Questions about SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC
- What is the EIN of SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC?
- The employer identification number (EIN) of SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC is 83-0637217.
- Is SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN 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 SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC?
- The 990 for the year ended December 31, 2025 names MICHAEL VANBLARICUM.
- Who are the officers and directors of SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 2 received compensation from the organization, the highest $76,246 (MICHAEL VANBLARICUM, PRESIDENT/CEO).
- How much revenue does SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,239,105, expenses of $1,970,729 and total assets of $825,707 at year end.
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