Demonstration · not a real organization · every listing is a sampleDemo tour →

What the money did, with the method beside every number.

Two county levy grants, one contract, and the gifts of people who used the list. Where it went, what it counted, and the filings — labelled samples on a demonstration site.

The resource navigator’s desk: a corded desk phone with a headset, a comb-bound printed directory open to a page too small to read, a clipboard with a blank call sheet, a highlighter and blank sticky notes, a small plant, a cardigan over the chair, a window onto fields.
The navigator’s desk. The phone, the printed list and this month’s call sheet; nobody in the room.
Of every dollar

68¢

is the three people who answer the phone, keep the list and run the volunteers.

$410,000 in, $396,000 out, and the difference on the balance sheet.

Net assets went from $96,400 to $110,400 — about three months of expenses in reserve. The board is nine volunteers. The organization runs no service of its own; the listings belong to the organizations that run them.

Counted, with the method

What the money did in 2025

412listings verified

One completed call by a volunteer checker, the entry updated and the "checked on" date set; counted from the dates on the listings sheet, 1 January to 31 December 2025. A listing checked twice counts twice.

2,960navigator calls answered

Calls to 555-0170 lasting over one minute, from the phone system's log. Hang-ups, wrong numbers and staff calls out are not counted.

1,850printed lists handed out

Copies of the printed directory left at 14 pick-up points (libraries, senior centers, two clinics) and restocked monthly; the outreach coordinator counts what was taken, not what was printed.

1,140volunteer hours

Hours written on the monthly call sheets by the 22 directory checkers and signed off by the resource navigator. Travel is not counted.

96corrections received

Corrections that arrived by the website form or by phone and were logged, whether or not the listing changed. 71 led to a change.

Every number on this site comes with the sentence that says how it was counted. No method, no number — and no outcome claims: a directory cannot know what happened after someone called a listing, and does not pretend to.

Live, from the rows today: 36 of 36 listings checked in the last twelve months.

2025 · year ended 31 December

The year

Income $410,000
County senior-services levy grants (two counties)$190,000
Area Agency on Aging information-and-assistance contract$118,000
Individual gifts$62,000
Foundation grant$30,000
Other (printing cost-share, interest)$10,000
Total$410,000
Expenses $396,000
Staff (three)$268,000
The navigator line and the directory (phone system, software and hosting, printing, mileage)$54,000
The office (rent, insurance)$38,000
Administration (bookkeeping, the review)$24,000
Fundraising$12,000
Total$396,000

Sixty-eight cents of every dollar is the three people who answer the phone, keep the list and run the volunteers. The board is nine volunteers. The organization runs no service of its own; the listings belong to the organizations that run them.

Three years side by side

The same lines, 2023 to 2025

The levy grants and the contract grow a little each year; gifts grow with the number of people who used the list. Every column adds up, and every figure is in the sample filings below.

Line202320242025
Income
County senior-services levy grants$176,000$182,000$190,000
Area Agency on Aging contract$104,000$112,000$118,000
Individual gifts$52,000$58,000$62,000
Foundation grant$30,000$30,000$30,000
Other$9,000$10,000$10,000
Total income$371,000$392,000$410,000
Expenses
Staff$244,000$258,000$268,000
The navigator line and the directory$50,000$52,000$54,000
The office$34,000$36,000$38,000
Administration$21,000$23,000$24,000
Fundraising$11,000$12,000$12,000
Total expenses$360,000$381,000$396,000
Net assets, 31 December$85,400$96,400$110,400
The levy grant

Where the largest line comes from

Ohio lets a county levy a property tax “for providing or maintaining senior citizens services or facilities” — Ohio Revised Code section 5705.19(Y). Both counties in this sample have one, and each grants part of it to this organization for the directory and the navigator line. The grant is renewed yearly against a report of the numbers above. The amounts here are invented; the section is real, and the site reports it rather than advising on it.

A paper county road map pinned to a corkboard with plum and mustard push pins and a length of red string between two of them, the lettering too small to read, a calendar with empty squares beside it.
Two counties, one levy each, and the pins are the listings. The map on the office wall; the calendar is the call-sheet month.
A wooden garden gate standing open in a low picket fence, a brick path leading up to a modest house, late-summer perennials on both sides, a watering can by the gate post, morning light.
The levy is renewed each year against the numbers above. The gate stays open as long as the counting is honest.
The filings

Three 990s, the review, the letter

Form 990, 2025Part I summary, Part IX functional expenses, Part III what the money did. Revenue $410,000, expenses $396,000. Sample — not a real IRS filing.PDF · 186 KB
Reviewed statements, 2025An accountant's review, not an audit — the statement of financial position and of activities, with notes. Sample — not a real IRS filing.PDF · 164 KB
Form 990, 2024Revenue $392,000, expenses $381,000. Sample — not a real IRS filing.PDF · 186 KB
Form 990, 2023Revenue $371,000, expenses $360,000. Sample — not a real IRS filing.PDF · 186 KB
IRS determination letterWhat the 501(c)(3) letter states: exemption, effective date, public-charity status, deductibility. Sample — not a real IRS filing.PDF · 123 KB

The three most recent Form 990s are listed by themselves; older years drop off. An organization this size has a review, not an audit, and says so. Every document is a labelled sample: the organization is invented, and so are the figures.

How to read them

What each one says

Form 990, Part I is the one-page summary: what came in, what went out, what is left. Part IX splits every dollar into program, management and fundraising. Part III is the story in words: listings verified, calls answered, lists handed out.

The review is what an organization this size has instead of an audit: an accountant checks the statements without the full audit procedures, and says so on the first page.

The IRS letter is what makes gifts deductible. The sample presents what the letter states in the organization’s own typography, on purpose, so that nobody can mistake a demonstration document for a government one.

Aging Well Navigator · 38 Mill Race Lane, Suite B, Lancaster, Ohio · EIN 00-0000009 · [email protected] · a sample organization: every listing, person and number is invented · a listing is not an endorsementA sample site · Built by connectNPO →