2024-06-28T11:59:07-05:00 2023-09-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2022-10-01 382254509 SERVICES FOR OLDER CITIZENS INC DBA THE HELM AT THE BOLL LIFE CENTER SERV 3138829600 158 RIDGE ROAD GROSSE POINTE FARMS MI 48236 RICHARD WIDGREN TREASURER 3138829600 2024-06-27 1 RICHARD WIDGREN 999009999 1 PARGAT SINGH P02184330 8002291099 2024-06-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTA SIDDALL 158 RIDGE ROAD GROSSE POINTE FARMS MI 48236 1334874 0 X HELMLIFE.ORG X 1978 MI TO HELP SENIORS OF THE FIVE GROSSE POINTE MUNICIPALITIES AND HARPER WOODS AS AN INFORMATIONAL AND REFERRAL RESOURCE. 23 23 19 285 0 0 1363445 957386 133611 134725 -7879 572 92124 60532 1581301 1153215 0 0 0 0 716961 764666 0 0 141103 415972 510592 1132933 1275258 448368 -122043 3627962 3527697 396396 398360 3231566 3129337 TO PROVIDE SERVICES TO THE ELDERLY RESIDENTS OF THE GROSSE POINTE AND HARPER WOODS COMMUNITIES. 0 0 1032641 134725 TO PROVIDE INFORMATION AND ASSISTANCE IN THE FORM OF TRANSPORTATION, MEDICAL EQUIPMENT LENDING, CARE MANAGEMENT, INCOME TAX PREPARATION, FLU VACCINE CLINICS, MEDICARE OPEN ENROLLMENT, MEALS PROGRAMS, HOME MAINTENANCE, AND OTHER SERVICES TO SENIOR CITIZENS IN THE GROSSE POINTE AND HARPER WOODS COMMUNITIES. 1032641 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 MI X X LYNDA ALTOVILLA 3138829600 158 RIDGE ROAD GROSSE POINTE FARMS MI 48236 PRUDENCE COLE-KLIMISCH CHAIR 1.00 X X 0 0 0 CHERYL WESEN MD VICE CHAIR 1.00 X X 0 0 0 RICHARD WIDGREN TREASURER 1.00 X X 0 0 0 MICHELE KEMLER SECRETARY 1.00 X X 0 0 0 CAROL KLENOW TRUSTEE 1.00 X 0 0 0 DANIEL MEGLER TRUSTEE 1.00 X 0 0 0 DAVE ZMYSLOWSKI TRUSTEE 1.00 X 0 0 0 DOUG BLATT TRUSTEE 1.00 X 0 0 0 FRED MINTURN TRUSTEE 1.00 X 0 0 0 GARY MAROWSKE TRUSTEE 1.00 X 0 0 0 JAMIE RAE TURNBULL TRUSTEE 1.00 X 0 0 0 JANA BROWNELL TRUSTEE 1.00 X 0 0 0 JEFFREY VAUGHN TRUSTEE 1.00 X 0 0 0 JODI RAPPE TRUSTEE 1.00 X 0 0 0 JT MESTDAGH TRUSTEE 1.00 X 0 0 0 JUDITH DIEBOLT TRUSTEE 1.00 X 0 0 0 KEVIN GRADY MD TRUSTEE 1.00 X 0 0 0 LISA GANDELOT TRUSTEE 1.00 X 0 0 0 MA HASTINGS TRUSTEE 1.00 X 0 0 0 MARIANNE LANGLOIS TRUSTEE 1.00 X 0 0 0 MICHELE JACKSON TRUSTEE 1.00 X 0 0 0 PAMELA STANTON TRUSTEE 1.00 X 0 0 0 RANDALL TALLERICO TRUSTEE 1.00 X 0 0 0 GENE BARBER TILL SEPT 2023 TRUSTEE 1.00 X 0 0 0 TERRANCE THOMAS TILL AUG 2023 TRUSTEE 1.00 X 0 0 0 PEGGY HAYES TILL FEB 2023 EXECUTIVE DIRECTOR 40.00 X 98856 0 0 KRISTA SIDDALL SINCE MAR 2023 EXECUTIVE DIRECTOR 40.00 X 0 0 0 98856 0 0 0 0 0 0 0 457022 84000 416364 5400 957386 SERVICE PROGRAMS 624100 104725 104725 PAATS 532000 30000 30000 134725 2574 2574 4000 0 4000 4000 4000 78746 80748 -2002 -2002 -2002 157443 457022 100911 56532 56532 1153215 134725 0 61104 102008 83534 11278 7196 538699 440628 60494 37577 72799 62987 1862 7950 51160 41866 5729 3565 26320 20824 3911 1585 3488 289 3177 22 20099 16582 2314 1203 88554 42114 91 46349 16141 15031 679 431 10057 10057 82735 79743 2111 881 2002 974 1028 83895 63221 6846 13828 20520 9260 2881 8379 EVENT EXPENSE 117042 117042 MISCELLANEOUS 30399 24403 141 5855 BAD DEBTS 5000 5000 DUES & SUBSCRIPTIONS 4340 4086 254 1275258 1032641 101514 141103 639883 540525 214803 247876 428668 318034 35986 29323 19531 26396 2570943 795920 1805919 1775023 483172 590520 3627962 3527697 43541 74573 352855 323787 396396 398360 X 2668603 2564424 562963 564913 3231566 3129337 3627962 3527697 -122043 19814 0 X X 0 1 X 1 0 X 944008 924280 1089999 1363445 957386 5279118 944008 924280 1089999 1363445 957386 5279118 14054 5265064 141 4489 76412 -7079 6574 80537 25853 91324 56532 173709 5533364 134725 0.95150 0.95280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350968 35476 25866 360578 426963 -59391 -16604 350968 359767 77022 8040 1786 426963 361489 23867 23819 1770 359767 366574 11955 15327 1713 361489 1.00000 1 0 2320202 616172 1704030 250741 179748 70993 1775023 ENDOWMENT FUND 229942 F MONEY MARKET INVESTMENTS 360578 F 590520 X 1270817 19814 100911 120725 1150092 3123 3123 1153215 1373046 100911 100911 1272135 3123 3123 1275258 PART X, LINE 2: THE ORGANIZATION RECOGNIZED AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 100,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 100,911. AUCTION 574490 437641 136849 80532 GOLF 39975 19381 20594 20379 614465 457022 157443 100911 100911 56532 FORM 990, PART VI, SECTION A, LINE 6 SECTION 5.01. MEMBERS. A PERSON WHO MAKES A CONTRIBUTION TO SOC DURING THE YEAR OF OR PRECEDING THE ANNUAL MEETING IN A MANNER AND AMOUNT ESTABLISHED BY THE BOARD SHALL BE CONSIDERED A MEMBER OF SOC. MEMBERS SHALL HAVE NO VOTING RIGHTS OR ENTITLEMENTS TO PARTICIPATE IN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY INCLUDED IN THE EMPLOYEE HANDBOOK AND NEW MEMBERS ARE COMMITTED TO ADHERING TO THE POLICY FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD CONSIDERS THE PERFORMANCE OF THE ORGANIZATION OVER THE PRECEDING TWELVE MONTH PERIOD WHEN DECIDING WHERE TO SET THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS, INFORMATION RETURN, AND OTHER INFORMATION AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. DOCUMENTS ARE THEN SENT VIA MAIL TO THE INDIVIDUAL, OR MADE AVAILABLE TO PICK UP FROM THE ORGANIZATION DIRECTLY. FORM 990. PART XII, LINE 2C NOTHING HAS CHANGED FOR THE PROCESS FROM PRIOR YEAR.