Public Charity

SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC

SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC, of MILWAUKEE, WI, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.1M in revenue, $2.1M in expenses, $548K in total assets. 22 publicly reported grants to this organization, totaling roughly $263K, appear in IRS filings.

EIN: 830637217 MILWAUKEE, WI Latest filing: 2024
Total Revenue$2.1M
Total Expenses$2.1M
Total Assets$548K
Grant Records22
Funding Total$263K
Filing Years2019–2024

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.

Sample Grants Received

2024
AUGMENT THE CYCLE 3 2024 GENERAL OPERATING AWARD
$50,000
2024
SPROUTS GRANT
$20,000
2024
CHARITABLE DONATION
$10,000
2024
Grant to support OATS' Senior Planet Program
$5,160
2024
Grant to support OATS' Senior Planet Program
$5,160

Showing up to 5 of 22 total records — full history available with membership.

Officers & Directors

SECRETARY Bridgette Frommell
PRESIDENT/CEO Cathy Wood
DIRECTOR Charles Woodward
VICE CHAIR Jami Burrell
DIRECTOR Jim Sheridan
DIRECTOR Johnny Gardetto

Officer compensation and complete director data available with membership.

Top Grant Purposes

OPPORTUNITIES FOR OLDER ADULTS
$50,000 1 grant
GENERAL OPERATING 2023
$50,000 1 grant
AUGMENT THE CYCLE 3 2024 GENERAL OPERATING AWARD
$50,000 1 grant
CHARITABLE DONATION
$30,000 3 grants
MEALS FOR OLDER ADULTS
$28,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $2.1M $2.1M $548K
2023 $1.8M $1.8M $541K
2022 $1.5M $1.6M $576K
2020 $1.3M $1.2M $244K
2019 $1.5M $1.4M $157K

Between 2019 and 2024, reported annual revenue grew from $1.5M to $2.1M (+40%), with total assets most recently reported at $548K.

Interactive year-over-year charts and full filing details available with membership.

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