2025-07-28T13:26:45-05:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 391393171 ERAS SENIOR NETWORK INC ERAS 2625493348 2607 N GRANDVIEW BLVD 150 WAUKESHA WI 53188 DARRYL ANDERSON EXECUTIVE DIRECTOR 2625493348 2025-07-28 1 1 DIANA G LUTTMANN P01075770 4142711451 2025-07-24 2024 2025-03-06 01:10:19Z DARRYL ANDERSON 2607 N GRANDVIEW BLVD 150 WAUKESHA WI 53188 1662743 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. 11 11 30 870 0 0 1719366 1610271 0 0 4838 8981 48686 16449 1772890 1635701 0 0 0 0 1248832 1140826 0 0 147368 748382 492746 1997214 1633572 -224324 2129 1217356 1187577 265433 214386 951923 973191 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 265258 ENGAGING SENIORS: VOLUNTEER MANAGEMENT ENGAGES COMMUNITY MEMBERS, CORPORATE TEAMS AND CONGREGATION GROUPS IN VOLUNTEER OPPORTUNITIES TO SUPPORT SENIORS. VOLUNTEERS ARE MATCHED WITH OLDER ADULTS IN MILWAUKEE COUNTY AND WAUKESHA COUNTY TO PROVIDE SUPPORTIVE SERVICES SUCH AS TRANSPORTATION TO HEALTHCARE APPOINTMENTS, TRANSPORTATION TO THE GROCERY STORE OR FOOD PANTRY, SEASONAL YARD SERVICES OR WELLNESS TELEPHONE CALLS. IN ADDITION, ERAS ENGAGES ADULTS AGE 55+ TO RESPOND TO COMMUNITY NEEDS THROUGH THE AMERICORPS SENIORS RETIRED AND SENIOR VOLUNTEER PROGRAM IN MILWAUKEE COUNTY AND WAUKESHA COUNTY. 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 250 RETIRED AND SENIOR-AGED VOLUNTEERS IN TWO WAUKESHA COUNTY SCHOOL DISTRICTS TO PROVIDE ONE ON ONE TUTORING, SERVE AS PEN PALS AND PROVIDE CLASSROOM SUPPORT. 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. 711008 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, 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. 304406 THE MOBILITY MANAGEMENT PROJECT PROVIDES A KNOWLEDGEABLE, COMPASSIONATE STRATEGY FOR TRANSIT-DEPENDENT SENIORS, ADULTS WITH DISABILITIES, AND FAMILY CAREGIVERS TO ACCESS TRANSPORTATION THROUGH WAUKESHA COUNTY'S TRANSPORTATION SYSTEM. THE PROJECT INCLUDES TRAINING IN PUBLIC TRANSIT, WRITTEN AND INTERNET RESOURCES ABOUT AVAILABLE TRANSPORTATION SERVICES, OUTREACH TO TRANSIT-DEPENDENT INDIVIDUALS AND GROUPS, AND ONE-ON-ONE SUPPORT FOR RIDERS AND THEIR FAMILY CAREGIVERS. THE AVAILABILITY OF NEW AND EXISTING TRANSPORTATION SERVICES IN WAUKESHA COUNTY ARE SHARED BY PRINTING AND DISTRIBUTING FIND-A-RIDE NETWORK WAUKESHA COUNTY RESOURCE GUIDES AND UPDATING AND PROMOTING THE INFORMATIONAL WEBSITE FOR FIND-A-RIDE NETWORK. TRAVEL COORDINATION ASSISTANCE IS PROVIDED THROUGH TELEPHONE AND IN-PERSON CONSULTATIONS FOR ERAS CLIENTS, CAREGIVERS, AND SENIORS AND ADULTS WITH DISABILITIES WHOSE UNMET NEEDS EXTEND BEYOND ERAS VOLUNTEER DRIVER PROGRAM AND FIND A RIDE NETWORK VAN SERVICE. 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. 1280672 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 17 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 JAMES KLAUCK 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 SUJATHA IYER DIRECTOR 1.00 X 0 0 0 PAM PAULSON DIRECTOR 1.00 X 0 0 0 CINDY ROBINSON 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 DARRYL ANDERSON EXECUTIVE DIR. 40.00 X 86956 0 18754 SANDRA AMMERMAN ASSOCIATE DIRECTOR 40.00 X 77490 0 7130 164446 0 25884 0 0 0 0 0 159005 33027 1022579 395660 24917 1610271 8981 8981 43491 33027 27042 16449 16449 1635701 0 0 25430 190330 149387 22247 18696 801022 631693 90190 79139 76842 56782 13052 7008 72632 57251 9806 5575 17149 9071 6438 1640 27623 14611 10370 2642 2253 2253 28805 15236 10815 2754 56076 45715 3640 6721 52724 30361 17222 5141 142743 118928 11658 12157 11648 10453 624 571 5207 2551 1376 1280 154 154 26319 23347 2093 879 13868 12468 703 697 PROGRAM EXPENSES 94144 93584 99 461 VOLUNTEER EXPENSE 4971 4866 105 VOLUNTEER AND STAFF APP 3020 1700 1055 265 MISCELLANEOUS EXPENSES 2324 1036 1288 3718 2668 596 454 1633572 1280672 205532 147368 260321 340410 122556 123174 319274 266122 25035 32540 308809 260117 71382 48692 418788 376639 1217356 1187577 108157 103965 4217 16145 153059 94276 265433 214386 X 534489 573079 417434 400112 951923 973191 1217356 1187577 2129 19139 0 X X 0 1 X 1 1 1 X 1795769 2095423 1852123 1719366 1610271 9072952 1795769 2095423 1852123 1719366 1610271 9072952 18100 9054852 2839 5832 6298 4838 8981 28788 81496 74896 111073 76800 76518 420783 9522523 3727 0.95090 0.94810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2020 AMOUNT: $ 79,059. 2021 AMOUNT: $ 74,896. 2022 AMOUNT: $ 111,073. 2023 AMOUNT: $ 76,800. 2024 AMOUNT: $ 76,518. INSURANCE CLAIM PROCEEDS - 2020 AMOUNT: $ 2,437. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 225283 129 26825 2253 249984 203646 103 23872 2338 225283 244788 -37837 3305 203646 191433 25000 30538 2183 244788 175002 21021 2700 1890 191433 1.00000 1 0 308809 260117 48692 48692 GIFT CARDS 10456 WAUKESHA COUNTY COMMUNITY FDN ENDOWMENT 72386 GREATER MILWAUKEE FOUNDATION ENDOWMENT 152279 SECURITY DEPOSIT RECEIVABLE 8575 GMF - MILW COUNTY ENDOWMENT 25319 RIGHT-OF-USE ASSETS- FINANCE LEASES 5308 RIGHT-OF-USE ASSETS- OPERATING LEASES 102316 376639 FINANCE LEASE LIABILITY 5375 OPERATING LEASE LIABILITY 88901 94276 X 1671804 19139 19217 38356 1633448 2253 2253 1635701 1650536 19217 19217 1631319 2253 2253 1633572 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, 2024, 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 66902 25027 41875 400 16141 618 10 7767 SANTA RUN 9616 8000 1616 2107 0 76518 33027 43491 400 16141 618 10 9874 27043 16448 X 720 FMV X GIFT CARDS 2368 24197 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 ASKED TO LEAVE DURING THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 A MINIMUM OF THREE SOURCES ARE REVIEWED FOR DOCUMENTATION, INCLUDING GUIDESTAR IRS 990 REPORTS OF SIMILAR SIZE ORGANIZATIONS, COMPENSATION SURVEY REPORTS FROM GUIDESTAR AND THE MANAGEMENT RESOURCE ASSOCIATION. 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.