irs program accomplishments · form 990 part iii · fy2025
What they reported doing
- #1 primary $38KProvides free, unbiased Medicare counseling and assistance to older adults and caregivers through trained and state-certified volunteers. Services include plan comparisons, enrollment assistance, and education regarding Medicare options.
- #2 $26KProvides free income tax preparation for seniors and eligible individuals through IRS-sponsored volunteers at multiple community locations.
named programs · 4 · from sources
What they call their work
Free Tax Preparation
Offers free income tax preparation for seniors and eligible individuals through IRS-sponsored TCE program and trained volunteers at multiple community locations.
Lifelong Learning
Collaborative learning program offering over 200 classes annually, taught by volunteers, covering a wide range of topics for older adults.
Medicare Counseling
Provides free, unbiased Medicare counseling and assistance to older adults and caregivers through trained and state-certified volunteers, including plan comparisons and enrollment support.
Volunteers Connected
Matches adults aged 55 and older with volunteer opportunities to meet community needs, fostering engagement and service.
activities · 3 groups
What they do
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Senior Social & Enrichment Programming 2 activities
- Lifelong learning program with volunteer-taught classesOperates a lifelong learning program offering over 200 classes annually on a wide range of subjects, taught entirely by volunteers.
- Volunteer placement for adults aged 55+Matches adults aged 55 and older with volunteer opportunities that address community needs, fostering civic engagement and intergenerational connection.
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Medicare Counseling and Assistance 1 activity
- Free Medicare counseling and enrollment assistanceProvides free, unbiased Medicare counseling and assistance to older adults, caregivers, and the general public through trained and state-certified volunteers, including plan comparisons and enrollment support. Funded by NYS and County for the Aging grants under HIICAP and MIPPA.
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Free Tax Preparation Services 1 activity
- Free income tax preparation for seniors and underserved individualsOffers free income tax preparation for seniors and other underserved individuals with simple tax returns, delivered by IRS-sponsored volunteers at multiple community locations. Funded by IRS TCE, Park Foundation, and County Office for the Aging grants.
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financials · form 990 · fy2025
revenue
Total revenue$583K
Contributions & grants$397K68%
Program service revenue$157K27%
Investment income$21K4%
Other revenue$8K
expenses
Total expenses$572K
Program expenses63%
Admin / overhead31%
Fundraising6%
Salaries & benefits$322K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$1.47M
Cash$77K
Investments$717K
Liabilities$25K
Net assets$1.45M
Liquid reserves16.7 mo
6 years on record · 2020–2025 · YoY revenue -26.6%
leadership · form 990 part vii · fy2025
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| Liza Burger | Executive Director | 40 | $75K |
board members · 12
- Bob Thomas — Board Member
- Deb Bosanko — Vice President
- Denise Coyle — Board Member
- Gordon Rowland — Board Member
- Herb Engman — Board Member
- Howard Reid — Board Member
- Janet Schutt — Board Member
- Joe Sammons — Treasurer
- Marilyn Webb — Board Member
- Maura Fetsko — Board Member
- Sheila Squier — President
- Tiffany Bloss — Secretary
relationships · 4
Who they work with
- County Office for the Aging Funder — Provides grant funding for both the tax preparation and Medicare counseling programs.
- IRS Funder — Funds free tax preparation program through the TCE (Tax Counseling for the Elderly) grant.
- New York State Government — Funds Medicare counseling services through HIICAP and MIPPA grants.
- Park Foundation Funder — Grants funding for the free tax preparation program.
strategies · 2
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Volunteer-Delivered Public Benefit Servicemethodology: volunteer-delivered public benefit serviceBy utilizing trained, state-certified volunteers to deliver services such as Medicare counseling, the organization ensures that guidance is free, unbiased, and community-rooted, increasing trust and access among older adults and caregivers.
- Volunteer-Led Collaborative Learningmethodology: volunteer-led collaborative learningBy using volunteers with community expertise to teach and lead learning programs, the organization expands access to lifelong education for seniors, fostering engagement through peer-driven, collaborative models.