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Jackson Hole History Museum

Monday, March 10. Van leaves Senior Community Center at 9:15 a.m. $15.

Seniors West of the Tetons has scheduled a tour at the Jackson Hole History Museum on March 10. The private tour will cost participants $15 with SWOT picking up the rest of the cost. The SWOT van will leave at 9:15 a.m. on March 10.

Lunch will be on your own at Persephone or bring along a sack lunch. The museum, which reopened in a new location last year, has an interactive main gallery, a changing upstairs gallery, historic cabins and a museum store.

Please register and pay below. Be sure to select the Amount before submitting your registration.

Financials

Form 990: Return of Organization Exempt from Income Taxes

Form 990 is the return that non-profit organizations file each year to show that the funds they collect from donors, government agencies and granting organizations are being used to support the mission of the organization. Taken as a whole, Form 990 presents a summary of the financial health of the organization.

Here are some highlights:

Part 1 Summary (pg 1): This provides an overview of Seniors West of the Teton’s finances–revenue, expenses, and net assets. For the last three years, our revenue has significantly exceeded our expenses. This has allowed us to expand our services, plan capital improvements, upgrade employee compensation and benefits, and make investments that maintain our cash flow in uncertain times.

Part III Statement of Program Services Accomplishments (pg. 2, continued on pg. 27): Here we describe our major program areas and the financial resources we commit to them. Because we rely on volunteers to assist with or provide much of our programming, we are able to offer a much wider range and variety of programs than our budget would otherwise allow.

Part VIII Statement of Revenue (pg. 9): In the last five years, SWOT has sought to diversify its revenue sources. At one time, SWOT was almost heavily dependent on the Tin Cup campaign (it is listed under Federated Campaigns in Part VIII). Now, substantial portions of our revenue comes from local government and foundation grants, federal and state agencies, and our own fundraising events and campaigns. However, this new money doesn’t come cheap. Our staff spends a great deal of time writing grant proposals and reports, recruiting donors and sponsors, and handling the administrative reporting required of service providers.

Part IX Statement of Functional Expenses (pg.10): This provides a detailed view of how we spend the money. Expenses are broken into three functional categories: programs, management, and fundraising. Compared with many other non-profits, we have very low administration and fundraising expenses. Most of what we spend goes into programs and services.

Part X Balance Sheet (pg. 11): The balance sheet tells the story of a financially healthy organization that is in a position to grow. In 2023 Seniors West of the Tetons posted a solid gain in total assets with minimal liabilities. It had no long term debt and it had adequate reserves to cover funding shortfalls and replace aging equipment.

(Use the hover menu on bottom of the page to scroll through and enlarge this document)

2023_Form990PackageFinal

Download a copy of Form 990

VITA Volunteer Standards of Conduct

All volunteers for Teton Valley VITA are required to complete the Volunteer Standards of Conduct ethics training. Here are the steps to follow to obtain certification.

1. Read IRS PUB 4961: VITA/TCE Volunteer Standards of Conduct – Ethics Training

2. Register to take the Volunteer Standards of Conduct Certification Test.

  • Go to VITA/TCE Central: https://www.linklearncertification.com
  • Under Certification Tests, click Create Account.
  • Enter your information with the following settings:
    • Group: 01 VITA Volunteer
    • Do you plan to volunteer in the VITA/TCE program: Yes
    • Training Source: Link and Learn Taxes (e-Learning)
    • Partner/Organization Name: Teton Valley VITA
    • Don’t fill out anything after Years You Have Volunteered. This is just for those who are getting continuing education credit.

3. Take the Volunteer Standards of Conduct Exam

When you submit your account registration, you’ll automatically be taken to the 2021 VITA/TCE Certification Test menu. You don’t have to take the test now. You can just sign out and take some time to read IRS PUB 4961: VITA/TCE Volunteer Standards of Conduct – Ethics Training. The test is open-book and untimed.

  • To take the test go to https://www.linklearncertification.com and sign in at the Certification Test area. On the menu select the Basic Tab and 2021 Volunteer Standards of Conduct Exam.
  • When you finish your exam, print your certificate as a pdf and send me a copy of your Certificate in an email (kenk@tetonvalleyvita.org). I’ll send you the Volunteer Agreement to sign.