Burlington Senior Center Inc
Nonprofit profile at a glance
- EIN
- 391932572
- IRS 990-EZ coverage
- 2023–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2024
- Location
- Burlington, WI, USA
- Rating
- 65
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $154,827
- Expenses
- $133,683
- Assets
- $64,123
- Liabilities
- $2,776
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Patricia Rosenberg (Executive Director)
People named in this filing
- Kathy Baumeister (Board Chair)
- Judy Bratz (Treasurer)
- Darrel Eisenhardt (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our primary purpose is to provide programs to enhance the lives of mature active adults in our community. ACTIVITIES CONDUCTS WHERE PERCENTAGE Cards Board Games Bingo Center Coordinators Senior Center 5% Varies Funding is partially provided by good will donations at the door plus Grants. Expenses allocated are 100 %. Seniors benefit from social gathering and mental experiences to attack loneliness with aging. Exercise Classes Contracted Instructors Senior Center 10% Varies Funding is partially provided by good will donations at the door plus Grants. Expenses allocated is 100 % Seniors benefit from exercise and fitness prolonging physical aging. Meals on Wheels Racine County ADRC Senior Center 1% Varies Hosted site for ADRC to provide lunch meals both in-house and home delivery. Seniors benefit from low to no cost food benefiting their limited incomes and budgets.. Grief Counseling Contract Instructor Senior Center 1% Varies Free counseling provided fre
What it reported doing in 2024
ACTIVITIESCONDUCTSWHEREPERCENTAGECards Board Games BingoCenter CoordinatorsSenior Center 5% Varies Funding is partially provided by good will donations at the door plus Grants. Expenses allocated are 100 %. Seniors benefit from social gathering and mental experiences to attack loneliness with aging.Exercise ClassesContracted InstructorsSenior Center10% VariesFunding is partially provided by good will donations at the door plus Grants. Expenses allocated is 100 % Seniors benefit from exercise and fitness prolonging physical aging.Meals on WheelsRacine County ADRCSenior Center1% VariesHosted site for ADRC to provide lunch meals both in-house and home delivery. Seniors benefit from low to no cost food benefiting their limited incomes and budgets..Grief Counseling Contract InstructorSenior Center1% VariesFree counseling provided free of charge by outside Grief Counselor. Seniors who have lost a family member widowed benefit from the loss and the effects on being alone and isolated.Day TripsCenter CoordinatorsAway locations 10% Varies Funding provided by Seniors registering for the trips. Center makes little to no monies on these. Allows Seniors to experience many travel and lunch tours as a group providing great social experiences at economical rates.EducationCenter CoordinatorsSenior Center 5% Varies No Funding needed as outside presenters do not charge for presentation. Seniors benefit from learning about topics like fraud protection avoiding slips and falls using technology and many others.Crafts & ArtCenter CoordinatorsSenior Center 10% Varies Free except Seniors pay for cost of supplies if not provided from Grants & Donations. Seniors benefit from social gathering hands-on activities and mental experiences to attack loneliness with aging.Supper ClubCenter StaffSenior Center 10% Varies A free dinner plus entertainers provided 8-12 times per year for 100 Seniors. Funding is provided in full with Grant from United Way Racine County. Seniors benefit from social gathering to experience both food and music entertainment addressing loneliness with aging and limited incomes.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 36
- Transparency & Controls: 100
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 35%; rating input score 35
- Program expense ratio: 38.7%; rating input score 39
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 13.7%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.48; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 31; 31st percentile among comparable filings
- Officer compensation ratio: 9%; rating input score 21; 21st percentile among comparable filings
Growth
- Program expense growth: 200% per year; rating input score 100; 99th percentile among comparable filings
- Revenue growth: 2.1% per year; rating input score 100; 32nd percentile among comparable filings
- Asset growth: 31.5% per year; rating input score 100; 88th percentile among comparable filings
Details
- Where the money goes: 35% of revenue deployed · 38.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $52K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 35/100.
- Moderate — Financial Efficiency: Program expense ratio scored 39/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- High — Sustainability: Officer compensation ratio scored 21/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 31/100.