Serving Older Adults of Southeast Wisconsin Inc
Donations deductibleServing Older Adults of Southeast Wisconsin Inc's network
10 people4 organisationsi10 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jordan Luhr Chair | Chair | 2019 | 7 yrs |
| Bridgette Frommell | Company secretary | 2019 | 7 yrs |
| Charles Woodward | Director | 2022 | 4 yrs |
| Jami Burrell | Vice Chair | 2022 | 4 yrs |
| Jim Sheridan | Director | 2019 | 7 yrs |
| Johnny Gardetto | Director | 2022 | 4 yrs |
| Melissa Stauber | Director | 2022 | 4 yrs |
| Mindy Anderson | Director | 2019 | 7 yrs |
| Nita Farrow | Director | 2023 | 3 yrs |
| Stephanie Mares | Treasurer | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Catherine Wood | President/CEO | since 2019 |
| Jodi Bauer | CFO | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Cathy Wood | President/CEO | 40 | $118k | ||
| Jordan Luhr | Chair | 1 | $0 | ||
| Jami Burrell | Vice Chair | 1 | $0 | ||
| Stephanie Mares | Treasurer | 1 | $0 | ||
| Bridgette Frommell | Secretary | 1 | $0 | ||
| Mindy Anderson | Director | 1 | $0 | ||
| Johnny Gardetto | Director | 1 | $0 | ||
| Jim Sheridan | Director | 1 | $0 | ||
| Melissa Stauber | Director | 1 | $0 | ||
| Charles Woodward | Director | 1 | $0 | ||
| Nita Farrow | Director | 1 | $0 |
About
- Legal name
- Serving Older Adults of Southeast Wisconsin Inc
- EIN
- 830637217
- Address
- 4420 W Vliet St, Milwaukee, WI, 53208-2769
- State
- Wisconsin
- 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... (as filed on the Form 990)
- Activity (NTEE)
- P45 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 5 (IRS master file code)
- Formed
- 2018
- Principal officer
- Cathy Wood (as named on the Form 990)
- IRS ruling date
- 1 March 2019
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsJordan Luhr
≥7years on the filingsBridgette Frommell
≥7years on the filingsJim Sheridan
≥7years on the filingsMindy Anderson
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $548k
- Total liabilities
- $77k
- Net assets or fund balances
- $471k
- Contributions and grants received
- $1.9m
- Program service revenue
- $54k
- Employees
- 58
- Volunteers
- 282
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.1m | $2.1m | Deficit $17k |
As filed on the IRS Form 990. US dollars.