2025-10-28T10:16:18-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-01-01 410720473 SENIOR COMMUNITY SERVICES SENI 9525411019 10201 WAYZATA BOULEVARD 335 MINNETONKA MN 55305 ROXANNE JENKINS CEO 9525411019 2025-10-24 1 1 KAREN A GRIES P00078514 6128764500 2025-10-24 2024 2025-03-06 01:10:19Z ROXANNE JENKINS 10201 WAYZATA BOULEVARD 335 MINNETONKA MN 55305 2416504 0 X WWW.SENIORCOMMUNITY.ORG X 1950 MN OUR MISSION: EMPOWERING PEOPLE AS THEY AGE. OUR VISION: REIMAGINE AGING BY SERVING COMPASSIONATELY, CONNECTING COMMUNITIES, AND SUPPORTING INDEPENDENCE. OUR PROMISE: WE ARE COMMITTED TO CREATING A CULTURE OF BELONGING FOR ALL OUR STAFF, VOLUNTEERS, PARTNERS, AND THOSE WE SERVE WITH NO DISCRIMINATION ON THE BASIS OF STATUS OR IDENTITY. WE KNOW THAT CELEBRATING A DIVERSE RANGE OF IDENTITIES, EXPERIENCES, AND PERSPECTIVES IS CRUCIAL TO CARRYING OUT OUR MISSION. 15 15 135 2172 0 0 2250467 2023560 289599 358574 19668 18057 0 0 2559734 2400191 0 0 0 0 1948974 1952696 0 0 196405 721423 542827 2670397 2495523 -110663 -95332 2194481 2354709 146713 312087 2047768 2042622 X OUR MISSION IS EMPOWERING PEOPLE AS THEY AGE. 0 0 1179047 0 356762 HOME PROGRAM:THE HOME (HOUSEHOLD & OUTSIDE MAINTENANCE) PROGRAM PROVIDES AFFORDABLE HOUSING SUPPORT FOR SENIORS (60+) TO HELP THEM STAY IN THEIR HOMES AND COMMUNITIES. SERVICES INCLUDE INDOOR/OUTDOOR CHORES, HOUSECLEANING, MINOR REPAIRS, SAFETY ASSESSMENTS, AND TECHNOLOGY ASSISTANCE, AVAILABLE ON A SLIDING FEE SCALE. ALL INCOME LEVELS ARE SERVED, AND NO SENIOR IS TURNED AWAY DUE TO INABILITY TO PAY. SERVICES ARE DELIVERED BY TRUSTED STAFF AND VOLUNTEERS, ALL OF WHOM UNDERGO BACKGROUND CHECKS. WE AIM TO PAIR SENIORS WITH THE SAME WORKERS OVER TIME TO FOSTER MEANINGFUL COMMUNITY CONNECTIONS. SERVICE AREA: HENNEPIN, SCOTT, CARVER, WRIGHT AND SHERBURNE COUNTIES 634047 0 1812 SENIOR OUTREACH & CAREGIVER SERVICES:SENIOR OUTREACH SUPPORTS SENIORS AND CAREGIVERS TO AGE SAFELY AND WITH DIGNITY BY CONNECTING THEM TO RESOURCES, FINDING HOUSING OPTIONS, AND PLANNING FUTURE NEEDS. WHEN HEALTHCARE COVERAGE LAPSES, WE ENSURE CONTINUOUS CASE MANAGEMENT AND CARE COORDINATION. CAREGIVER SERVICES PROVIDES COUNSELING, COORDINATION, COACHING, FAMILY MEETING FACILITATION, SUPPORT GROUPS, RESOURCES, AND EDUCATION TO HELP FAMILIES MAINTAIN BALANCE. CARENEXTION.ORG AND CARENEXTION APPS, DEVELOPED BY SCS, ENHANCE CAREGIVING THROUGH CENTRALIZED CARE COORDINATION, TASK ASSIGNMENT, JOURNALING, AND COMMUNICATION FOR CAREGIVERS. IT HELPS MANAGE CARE ACROSS DISTANCES BY ORGANIZING AND DISTRIBUTING RESPONSIBILITIES AMONG CARE TEAM MEMBERS. SERVICE AREA: SENIOR OUTREACH - SUBURBAN HENNEPIN COUNTY; CAREGIVER SERVICES - HENNEPIN, CARVER, SCOTT, AND WRIGHT COUNTIES; CARENEXTION.ORG - WORLDWIDE 269064 0 0 SENIOR CENTER SERVICES:SENIOR COMMUNITY SERVICES (SCS) CONTRACTS WITH SENIOR CENTERS AND MUNICIPALITIES TO MANAGE DAILY OPERATIONS AND PROVIDE PROGRAMMING AND ACTIVITIES FOR OLDER ADULTS. OUR SERVICES INCLUDE ADMINISTRATIVE MANAGEMENT AND THE COORDINATION OF EDUCATIONAL, RECREATIONAL, AND WELLNESS PROGRAMS TO ENHANCE SENIORS' QUALITY OF LIFE. MNSENIORCENTERS.ORG SERVES AS AN INFORMATION HUB, OFFERING FREE ONLINE EDUCATIONAL AND RECREATIONAL RESOURCES ACCESSIBLE TO SENIORS WORLDWIDE. WEBSITE: MNSENIORCENTERS.ORG SERVICE AREA: HENNEPIN, WRIGHT, AND CARVER COUNTIES 2082158 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 32 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X DON WALETZKO 9525411019 10201 WAYZATA BOULEVARD 335 MINNETONKA MN 55305 CHRIS PEMANTELL PRESIDENT 2.00 X X 0 0 0 JEAN-ROCH JR SIBILLE 1ST VICE PRESIDENT 2.00 X X 0 0 0 KIM RIES 2ND VICE PRESIDENT 2.00 X X 0 0 0 LAURA HUNTER SECRETARY 2.00 X X 0 0 0 BOB SANNERUD TREASURER 2.00 X X 0 0 0 LISA SCHWARTZ EXECUTIVE MEMBER-AT-LARGE 2.00 X X 0 0 0 ANTONIA MARIA APOLINARIO WILCOXON EXECUTIVE MEMBER-AT-LARGE 2.00 X X 0 0 0 SUSAN HEICHERT PAST PRESIDENT 2.00 X 0 0 0 JOEL ACKERMAN DIRECTOR 1.00 X 0 0 0 MARK ALLEN DIRECTOR 1.00 X 0 0 0 MARK HORNUNG DIRECTOR 1.00 X 0 0 0 QUEEN ESTHER BOOKER DIRECTOR 1.00 X 0 0 0 LORI OLSON DIRECTOR 1.00 X 0 0 0 KRIS PEARSON DIRECTOR 1.00 X 0 0 0 ANDY ROY DIRECTOR 1.00 X 0 0 0 DEBORAH TAYLOR CHIEF EXECUTIVE OFFICER 40.00 X 112420 0 20889 DON WALETZKO CHIEF FINANCIAL OFFICER 40.00 X 108027 0 33163 220447 0 54052 2 0 0 0 0 25840 1618360 379360 2023560 PROGRAM SERVICE FEES 624200 358574 358574 358574 18057 18057 16313 25840 16313 0 2400191 358574 0 18057 274498 245721 7869 20908 1378227 1233735 39513 104979 36403 32586 1044 2773 129139 115599 3703 9837 134429 120336 3854 10239 120679 120679 101312 91073 10239 30050 6332 551 23167 59405 56138 309 2958 94767 73692 16929 4146 44822 39133 5231 458 29692 27277 400 2015 21501 19753 289 1459 EQUIPMENT RENTAL 20220 18474 289 1457 MISC EXPENSES 18558 488 16300 1770 VOLUNTEER RECOGNITION 1821 1821 2495523 2082158 216960 196405 222336 231368 426194 454249 312903 291651 34566 32328 316742 291218 35266 25524 1138189 1128375 25027 191214 2194481 2354709 122006 94330 11000 24707 206757 146713 312087 X 1972131 1988236 75637 54386 2047768 2042622 2194481 2354709 -95332 90186 0 X X 0 1 X 1 0 X 1793771 1670799 1770236 2250467 2023560 9508833 435241 378369 145645 959255 1793771 1670799 2205477 2628836 2169205 10468088 102374 10365714 32515 17422 25933 19668 18057 113595 10581683 1825731 0.97960 0.97760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5209 4183 1026 38243 33483 4760 273290 253552 19738 25524 RIGHT-OF-USE ASSETS 191214 191214 LEASE LIABILITY 206757 206757 X 2666045 90186 159355 249541 2416504 -16313 -16313 2400191 2671191 159355 16313 175668 2495523 0 2495523 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. ACCOUNTING STANDARDS REQUIRE THE ORGANIZATION TO EVALUATE POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -16,313. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 16,313. REIMAGINING AGING CONFERENCE 42153 25840 16313 3500 6933 5880 42153 25840 16313 3500 6933 5880 16313 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF EIGHT MEMBERS OF THE BOARD OF DIRECTORS PLUS THE CEO. SECTION VII (COMMITTEES) OF THE BYLAWS PROVIDES FOR THE EXECUTIVE COMMITTEE. THE BY-LAWS GIVE THE EXECUTIVE COMMITTEE FULL AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS DURING THE INTERVALS BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND CEO. IT IS ALSO PROVIDED TO AND REVIEWED BY THE FINANCE COMMITTEE AND THEN THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED. THE FORM 990 IS ALSO DISCUSSED DURING MEETINGS OF THE BOARD OR THE RESPECTIVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND KEY MEMBERS OF MANAGEMENT SIGNS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ONCE A YEAR. IN ADDITION, A STANDARD AGENDA ITEM FOR ALL BOARD AND COMMITTEE MEETINGS IS TO ASK IF ANYONE HAS ANY CONFLICTS OF INTEREST WITH THE AGENDA. AN INTERESTED PERSON MAY MAKE A FACTUAL PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. AN INTERESTED PERSON SHALL NOT ACTIVELY PARTICIPATE IN THE DISCUSSION OF, OR VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST, EITHER FORMALLY AT A BOARD OR COMMITTEE MEETING OR INFORMALLY THROUGH CONTACT WITH INDIVIDUAL BOARD OR COMMITTEE MEMBERS. IN ADDITION, THE INTERESTED PERSON SHOULD NOT BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT FOR THE BOARD OR COMMITTEE MEETING AT WHICH THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST IS TO BE VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW, THEN USING A SALARY SURVEY OF THE TWIN CITIES FOR SIMILAR SIZED NON-PROFITS AND/OR OTHER FACTORS DECIDES UPON THE COMPENSATION LEVEL FOR THE NEXT BUDGET YEAR. ALL OTHER EMPLOYEES ARE COMPENSATED USING SIMILAR INFORMATION TO ESTABLISH RANGES FOR EACH POSITION, THEN, THE EXECUTIVE COMMITTEE APPROVES A COST OF LIVING INCREASE FOR ALL EMPLOYEES (EXCEPT FOR THE CEO) AND APPROVES IT WITH FINAL BUDGET APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 SENIOR COMMUNITY SERVICES MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.