Civic Intelligence

Washington County Commission on Aging Inc/Area Agency on Aging

990 • Fiscal year 2014 • EIN 52-0899001

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

140 W Franklin St Fourth Floor21740

(301) 790-0275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.13x

Higher debt load relative to assets than 52% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

68th percentile

$95,993

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-3.6%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Assets

Up

$1,654,688

Up $9,995 (+0.6%) from 2013

Net Assets

Up

$1,444,136

Up $23,274 (+1.6%) from 2013

Liabilities

Down

$210,552

Down $13,279 (-5.9%) from 2013

Revenue

$2,347,956

No earlier filing loaded for comparison.

Expenses

Down

$2,326,551

Down $85,089 (-3.5%) from 2013

Net Income

$21,405

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,400,200Liabilities 2011: $264,676Net Assets 2011: $1,135,5242011Assets 2012: $1,536,679Liabilities 2012: $231,132Net Assets 2012: $1,305,5472012Assets 2013: $1,644,693Liabilities 2013: $223,831Net Assets 2013: $1,420,8622013Assets 2014: $1,654,688Liabilities 2014: $210,552Net Assets 2014: $1,444,1362014Assets 2015: $1,728,452Liabilities 2015: $230,731Net Assets 2015: $1,497,7212015Assets 2016: $1,897,837Liabilities 2016: $195,446Net Assets 2016: $1,702,3912016Assets 2017: $1,995,817Liabilities 2017: $195,183Net Assets 2017: $1,800,6342017Assets 2018: $2,112,709Liabilities 2018: $225,168Net Assets 2018: $1,887,5412018Assets 2019: $2,263,224Liabilities 2019: $253,452Net Assets 2019: $2,009,7722019Assets 2020: $2,829,573Liabilities 2020: $705,057Net Assets 2020: $2,124,5162020Assets 2021: $3,055,959Liabilities 2021: $296,473Net Assets 2021: $2,759,4862021Assets 2022: $2,920,923Liabilities 2022: $307,311Net Assets 2022: $2,613,6122022Assets 2023: $3,576,764Liabilities 2023: $866,120Net Assets 2023: $2,710,6442023Assets 2024: $3,923,671Liabilities 2024: $666,239Net Assets 2024: $3,257,4322024

Highlighted filing

2014

Assets$1,654,688
Liabilities$210,552
Net Assets$1,444,136

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,623,544Expenses 2011: $2,481,580Net Income 2011: $141,9642011Expenses 2012: $2,601,0412012Expenses 2013: $2,411,6402013Revenue 2014: $2,347,956Expenses 2014: $2,326,551Net Income 2014: $21,4052014Revenue 2015: $2,377,955Expenses 2015: $2,322,989Net Income 2015: $54,9662015Revenue 2016: $2,586,587Expenses 2016: $2,381,905Net Income 2016: $204,6822016Revenue 2017: $2,751,452Expenses 2017: $2,655,812Net Income 2017: $95,6402017Revenue 2018: $2,905,490Expenses 2018: $2,818,797Net Income 2018: $86,6932018Revenue 2019: $3,135,282Expenses 2019: $3,014,433Net Income 2019: $120,8492019Revenue 2020: $3,439,052Expenses 2020: $3,317,507Net Income 2020: $121,5452020Revenue 2021: $3,713,187Expenses 2021: $3,099,577Net Income 2021: $613,6102021Revenue 2022: $3,166,013Expenses 2022: $3,298,254Net Income 2022: -$132,2412022Revenue 2023: $3,571,551Expenses 2023: $3,489,198Net Income 2023: $82,3532023Revenue 2024: $3,993,691Expenses 2024: $3,472,065Net Income 2024: $521,6262024

Highlighted filing

2014

Revenue$2,347,956
Expenses$2,326,551
Net Income$21,405
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$2,347,956
Mission and Program Overview

Mission

To plan and coordinate systems of services which help older americans and those with disabilities regardless of age, maintain their independence through a variety of programs. These programs include, but are not limited to, access services, caregivers, in-home services, housing/long-term care facilities services, legal services, guardianship program, financial services, health-related services, volunteer programs, recreation/education programs, and nutrition services including providing congregate nutrition sites.

To plan and coordinate systems of services which help older and disabled americans maintain their independence through a variety of programs. These programs include, but are not limited to, access services, in-home services, housing/long-term care facilities services, legal services, guardianship program, financial services, health-related services, volunteer programs, recreation/education programs, and nutrition services including providing congregate nutrition sites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,419,789$1,430,746▲ $10,957
Accounts Receivable$103,177$90,303▼ $12,874
Land, Buildings, and Equipment, Net$50,703$58,883▲ $8,180
Investments in Publicly Traded Securities$47,474$48,248▲ $774
Investments Other Securities$16,452$18,618▲ $2,166
Prepaid Expenses and Deferred Charges$7,098$7,890▲ $792
Total Assets$1,644,693$1,654,688▲ $9,995
Liabilities
Accounts Payable and Accrued Expenses$169,326$168,597▼ $729
Deferred Revenue$54,505$41,955▼ $12,550
Total Liabilities$223,831$210,552▼ $13,279
Net Assets / Fund Balance
Unrestricted Net Assets$1,161,223$1,175,891▲ $14,668
Temporarily Rstr Net Assets$259,639$268,245▲ $8,606
Total Net Assets Fund Balance$1,420,862$1,444,136▲ $23,274
Total Liabilities and Net Assets / Fund Balance$1,644,693$1,654,688▲ $9,995

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$33,883$57,032$90,915
Leasehold Improvements$25,000$25,000$50,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan J MacdonaldExecutive DiFT$78,410$17,583$95,993
Steven T ReynoldsChief OperatFT$66,801$17,170$83,971

Board Members and Trustees

NameTitle
William K Beard JrPresident
Andrea HortonDirector
Dr Peter CallasDirector
Elisabeth CreechDirector
Gregg MeseroleDirector
Marshall RockDirector
Mary McphersonDirector
Richard WillsonDirector
Roseann FisherDirector
Ruth Anne CallahamDirector
Amy OlackExecutive Di
Alfred E MartinSecretary/tr
John KenneyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,296,891
Program Service Revenue
$46,852
Investment Income
$4,213
Other Revenue
$0
All Other Contributions
$88,795
Change in Net Assets
$21,405

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,347,956
Revenue Not Reported on Form 990
$130,922
Total Revenue per Audited Statements
$2,478,878
Total Revenue per Form 990
$2,347,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,397,967
Grants and Similar Amounts Paid$529,126
Other Expenses$399,458
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$899,929$103,195-$1,003,124
Grants to Domestic Individuals$529,126--$529,126
Current Officers, Directors, Trustees, and Key Employees$29,559$134,354-$163,913
Other Employee Benefits$117,457$3,869-$121,326
Occupancy$66,469$44,784-$111,253
Office Expenses$63,577$25,897-$89,474
Payroll Taxes$72,992$15,935-$88,927
Fees for Services Other$83,271$2,006-$85,277
Depreciation Depletion-$29,771-$29,771
Insurance$21,362$5,423-$26,785
Pension Plan Contributions$19,309$1,368-$20,677
Travel$12,917$3,722-$16,639
Fees for Services Accounting$11,483$4,239-$15,722
Conferences and Meetings$748$2,202-$2,950
Other Expenses$2,993$-37,947-$-34,954
Total Functional Expenses$1,984,410$342,141$0$2,326,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,455,604
Expenses per Audited Statements$2,326,551
Total Expenses per Form 990$2,326,551
Expenses Not Reported on Form 990$129,053
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the chief operating officer (coo). When reviewing the form 990, the coo verfies that the narratives througout the form reflect the mission and goals of the organization as well as its policies. In addition, the coo ensures that the programs carried out by the organization are properly reflected on the form 990. Any questions or discrepancies are discussed with the certified public accountant who prepared the form. After issuance of the independent auditor's financial report the 990 will be reviewed with the board of directors. A copy of the form 990 will be in the organization's office.

Form 990, Page 6, Part VI, Line 12C

Annually all advisory council and board of director members are required to disclose in writing if any potential conflicts of interest exist. If a potential conflict exists a follow up is done to determine to what extent and then steps are implemented to mitigate the conflict.

Form 990, Page 6, Part VI, Line 15A

Compensation for the executive director was initially set by a comparable data process. Since the initial process, compensation has only been adjusted by an organization-wide cola.

Form 990, Page 6, Part VI, Line 18

The forms are made available for public inspection upon request.

Form 990, Page 6, Part VI, Line 19

The governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
52-0899001
Phone
3017900275

Signing Officer

Name
Steven T Reynolds
Title
Chief Operating Officer
Phone
3017900275
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William K Beard Jr
Formed
1973
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
11
Employees
46
Volunteers
536

Preparer

Preparer
David Stclair CPA
Phone
3017335020
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To plan and coordinate systems of services which help older and disabled americans maintain their independence through a variety of programs. These programs include, but are not limited to, access services, in-home services, housing/long-term care facilities services, legal services, guardianship program, financial services, health-related services, volunteer programs, recreation/education programs, and nutrition services including providing congregate nutrition sites.

Form 990, Page 2, Part III, Line 4D

Senior assisted living group housing - provides twenty-four hour supervised care in a family life setting. Provides meals, housekeeping and personal care to qualifying residents who are 62 years of age or older. Expenses - 65,997 grants - 48,694 senior medicare patrol - grant from the state of maryland whose purpose is to reduce the amount of federal and state funds lost due to health insurance fraud by increasing the public's ability to detect and report possible fraud, waste, and abuse. Expenses - 9,996 senior nutrition program - provides congregate and home-delivered meals monday through friday to eligible seniors who are age 60 or older and live in washington county. Expenses - 75,637 grants - 75,637 senior information and assistance - provides for all seniors, their families and interested individuals a single point of entry to receive assistance information. Expenses - 18,167 grants - 648 guardianship - the organization serves as a court appointed guardian for qualifying individuals aged 65 and over who are incapable of making decisions for themselves and who have no family or friend to assist them. Expenses - 38,331 grants - 950 retired and senior volunteer program - serves as a clearinghouse for volunteer opportunities in washington county for individuals 55 years of age and older. Expenses - 68,560 general fund (various programs) - not otherwise specified. Expenses - 71,438 grants - 11,176 older adult medicaid waiver and community first choice program - provides assistance to qualifying individuals of any age to receive in-home or assisted living facility services as an alternative to nursing home placement. Expenses - 96,226 peer support program - a state grant through the department of health and mental hygiene (dhmh) designed to develop better practices for peer to peer support from long term care facilities. Expenses - 19,980 state ombudsman - the organization serves as an overseer for residents of long-term care facilities to help them maintain their legal rights and keep control over their lives and personal dignity. Expenses - 57,983 senior health insurance program (ship) - assists medicare-eligible individuals and their caregivers and family members in understanding all parts of medicare and supplemental insurance. There are over 20,000 medicare beneficiaries plus approximately 5,000 on medicare disability. Expenses - 15,869 senior mental health - the program is a partnership between this organization, the washington county mental health authority and the department of social services providing services to the elderly. Expenses - 31,797 map site - maryland access point is a single point of entry to empower individuals to make informed choices and to streamline access to resources for lifelong independence. This "no wrong door" approach will assist seniors over age 50 of all income levels and younger disabled adults over the age of 18 years. Expenses - 253,467 living well - a series of workshops for persons with chronic conditions. Workshops teach skills needed in the day-to-day management of treatment and to maintain and/or increase life's activities. Expenses - 14,117 money follows the person - state implementation of a federal program providing alternatives to long-term care facilities. Expenses - 10,784 senior center - multi-service senior center that offers a variety of classes, programs and activities designed to provide a focal point for active, vibrant older persons. Expenses - 135,795 medicare improvements for patients and providers act - demonstrates how state health insurance counseling programs, local area agencies on aging and maryland access point sites can work together to enhance and intensify outreach activities to help medicare beneficiaries understand and apply for assistance programs for low income beneficiaries such as the low income subsidy program, to help with medicare part d prescription drug program expenses, medicare savings programs - q-1 qualified medicare beneficiary program, and s

Financial Statement Notes

Schedule D, Page 3, Part X

The organization follows fasb accounting standards codification, which provides guidance on accounting for uncertainty in income taxes recognized in an entity's financial statements. The guidance prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return, and also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosures, and transition. As of june 30, 2014, the organization had no uncertain tax positions that require either recognition or disclosure in the financial statements. The organization's policy is to recognize interest and penalties on unrecognized tax benefits in income tax expense in the financial statement. No interest and penalties were recorded during the year ended june 30, 2014. Generally, the tax years before 2011 are no longer subject to examination by federal, state or local taxing authorities.

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IRS990/ProgSrvcAccomActy2Grp/Desc0SENIOR CARE - PROVIDES A NETWORK OF SERVICES AND BENEFITS AVAILABLE FOR SENIOR CITIZENS FROM PUBLIC AND PRIVATE AGENCIES. OPERATES IN COOPERATION WITH THE DEPARTMENT OF SOCIAL SERVICES AND THE ADULT EVALUATION AND REVIEW SERVICES OF THE HEALTH DEPARTMENT. ASSESSMENTS, CASE MANAGEMENT AND IN- HOME SERVICE ARE PROVIDED FOR "AT RISK" INDIVIDUALS AGED 65 AND OLDER WHO MEET FINANCIAL AND FUNCTIONAL ELIGIBILITY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE IIIC - PROVIDES TO SENIOR CITIZENS WHO QUALIFY FOR CONGREGATE NUTRITION SERVICES AT VARIOUS SITES AND ALSO PROVIDES HOME DELIVERED NUTRITION SERVICES THROUGHOUT WASHINGTON COUNTY MARYLAND.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SENIOR ASSISTED LIVING GROUP HOUSING - PROVIDES TWENTY-FOUR HOUR SUPERVISED CARE IN A FAMILY LIFE SETTING. PROVIDES MEALS, HOUSEKEEPING AND PERSONAL CARE TO QUALIFYING RESIDENTS WHO ARE 62 YEARS OF AGE OR OLDER. EXPENSES - 65,997 GRANTS - 48,694 SENIOR MEDICARE PATROL - GRANT FROM THE STATE OF MARYLAND WHOSE PURPOSE IS TO REDUCE THE AMOUNT OF FEDERAL AND STATE FUNDS LOST DUE TO HEALTH INSURANCE FRAUD BY INCREASING THE PUBLIC'S ABILITY TO DETECT AND REPORT POSSIBLE FRAUD, WASTE, AND ABUSE. EXPENSES - 9,996 SENIOR NUTRITION PROGRAM - PROVIDES CONGREGATE AND HOME-DELIVERED MEALS MONDAY THROUGH FRIDAY TO ELIGIBLE SENIORS WHO ARE AGE 60 OR OLDER AND LIVE IN WASHINGTON COUNTY. EXPENSES - 75,637 GRANTS - 75,637 SENIOR INFORMATION AND ASSISTANCE - PROVIDES FOR ALL SENIORS, THEIR FAMILIES AND INTERESTED INDIVIDUALS A SINGLE POINT OF ENTRY TO RECEIVE ASSISTANCE INFORMATION. EXPENSES - 18,167 GRANTS - 648 GUARDIANSHIP - THE ORGANIZATION SERVES AS A COURT APPOINTED GUARDIAN FOR QUALIFYING INDIVIDUALS AGED 65 AND OVER WHO ARE INCAPABLE OF MAKING DECISIONS FOR THEMSELVES AND WHO HAVE NO FAMILY OR FRIEND TO ASSIST THEM. EXPENSES - 38,331 GRANTS - 950 RETIRED AND SENIOR VOLUNTEER PROGRAM - SERVES AS A CLEARINGHOUSE FOR VOLUNTEER OPPORTUNITIES IN WASHINGTON COUNTY FOR INDIVIDUALS 55 YEARS OF AGE AND OLDER. EXPENSES - 68,560 GENERAL FUND (VARIOUS PROGRAMS) - NOT OTHERWISE SPECIFIED. EXPENSES - 71,438 GRANTS - 11,176 OLDER ADULT MEDICAID WAIVER AND COMMUNITY FIRST CHOICE PROGRAM - PROVIDES ASSISTANCE TO QUALIFYING INDIVIDUALS OF ANY AGE TO RECEIVE IN-HOME OR ASSISTED LIVING FACILITY SERVICES AS AN ALTERNATIVE TO NURSING HOME PLACEMENT. EXPENSES - 96,226 PEER SUPPORT PROGRAM - A STATE GRANT THROUGH THE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (DHMH) DESIGNED TO DEVELOP BETTER PRACTICES FOR PEER TO PEER SUPPORT FROM LONG TERM CARE FACILITIES. EXPENSES - 19,980 STATE OMBUDSMAN - THE ORGANIZATION SERVES AS AN OVERSEER FOR RESIDENTS OF LONG-TERM CARE FACILITIES TO HELP THEM MAINTAIN THEIR LEGAL RIGHTS AND KEEP CONTROL OVER THEIR LIVES AND PERSONAL DIGNITY. EXPENSES - 57,983 SENIOR HEALTH INSURANCE PROGRAM (SHIP) - ASSISTS MEDICARE-ELIGIBLE INDIVIDUALS AND THEIR CAREGIVERS AND FAMILY MEMBERS IN UNDERSTANDING ALL PARTS OF MEDICARE AND SUPPLEMENTAL INSURANCE. THERE ARE OVER 20,000 MEDICARE BENEFICIARIES PLUS APPROXIMATELY 5,000 ON MEDICARE DISABILITY. EXPENSES - 15,869 SENIOR MENTAL HEALTH - THE PROGRAM IS A PARTNERSHIP BETWEEN THIS ORGANIZATION, THE WASHINGTON COUNTY MENTAL HEALTH AUTHORITY AND THE DEPARTMENT OF SOCIAL SERVICES PROVIDING SERVICES TO THE ELDERLY. EXPENSES - 31,797 MAP SITE - MARYLAND ACCESS POINT IS A SINGLE POINT OF ENTRY TO EMPOWER INDIVIDUALS TO MAKE INFORMED CHOICES AND TO STREAMLINE ACCESS TO RESOURCES FOR LIFELONG INDEPENDENCE. THIS "NO WRONG DOOR" APPROACH WILL ASSIST SENIORS OVER AGE 50 OF ALL INCOME LEVELS AND YOUNGER DISABLED ADULTS OVER THE AGE OF 18 YEARS. EXPENSES - 253,467 LIVING WELL - A SERIES OF WORKSHOPS FOR PERSONS WITH CHRONIC CONDITIONS. WORKSHOPS TEACH SKILLS NEEDED IN THE DAY-TO-DAY MANAGEMENT OF TREATMENT AND TO MAINTAIN AND/OR INCREASE LIFE'S ACTIVITIES. EXPENSES - 14,117 MONEY FOLLOWS THE PERSON - STATE IMPLEMENTATION OF A FEDERAL PROGRAM PROVIDING ALTERNATIVES TO LONG-TERM CARE FACILITIES. EXPENSES - 10,784 SENIOR CENTER - MULTI-SERVICE SENIOR CENTER THAT OFFERS A VARIETY OF CLASSES, PROGRAMS AND ACTIVITIES DESIGNED TO PROVIDE A FOCAL POINT FOR ACTIVE, VIBRANT OLDER PERSONS. EXPENSES - 135,795 MEDICARE IMPROVEMENTS FOR PATIENTS AND PROVIDERS ACT - DEMONSTRATES HOW STATE HEALTH INSURANCE COUNSELING PROGRAMS, LOCAL AREA AGENCIES ON AGING AND MARYLAND ACCESS POINT SITES CAN WORK TOGETHER TO ENHANCE AND INTENSIFY OUTREACH ACTIVITIES TO HELP MEDICARE BENEFICIARIES UNDERSTAND AND APPLY FOR ASSISTANCE PROGRAMS FOR LOW INCOME BENEFICIARIES SUCH AS THE LOW INCOME SUBSIDY PROGRAM, TO HELP WITH MEDICARE PART D PRESCRIPTION DRUG PROGRAM EXPENSES, MEDICARE SAVINGS PROGRAMS - Q-1 QUALIFIED MEDICARE BENEFICIARY PROGRAM, AND S
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS FASB ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURES, AND TRANSITION. AS OF JUNE 30, 2014, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRE EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENT. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEAR ENDED JUNE 30, 2014. GENERALLY, THE TAX YEARS BEFORE 2011 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GROUP HOUSING SUBSIDIES (
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SENIOR NEEDS (CHORES AND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2LIFELINE EMERGENCY RESPON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3RESPITE CARE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4CRISIS INTERVENTION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5PRESCRIPTION MEDICINES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6MEDICAL SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7MEALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8PREVENTATIVE CARE
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt527

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.67$3.26$3.99$3.47$0.52
2023Summary only. Only limited summary data is available for this year.$3.58$0.87$2.71$3.57$3.49$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.31$2.61$3.17$3.30$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.30$2.76$3.71$3.10$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.71$2.12$3.44$3.32$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.25$2.01$3.14$3.01$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.23$1.89$2.91$2.82$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.20$1.80$2.75$2.66$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.20$1.70$2.59$2.38$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.23$1.50$2.38$2.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.21$1.44$2.35$2.33$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.22$1.42$2.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.23$1.31$2.60
2011Summary only. Only limited summary data is available for this year.$1.40$0.26$1.14$2.62$2.48$0.14