Form 990, Part VI, Line 11B: Form 990 Review Process
“The entity will review the return prior to filing”
990 • Fiscal year 2018 • EIN 95-3100466
Scores are not available for this record yet.
Assets
Flat$584,381
Flat from 2018
Net Assets
Flat$483,756
Flat from 2018
Liabilities
Flat$100,625
Flat from 2018
Revenue
Flat$1,097,263
Flat from 2018
Expenses
Flat$1,175,927
Flat from 2018
Net Income
Flat-$78,664
Flat from 2018
Connecting people, information, resources, and communities to enrich the lives of older adults. Committed to promoting independence and enhancing the quality of life for seniors and their families by providing exceptional and affordable services.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $231,408 | $262,027 | ▲ $30,619 |
| Savings and Temporary Cash Investments | $262,290 | $201,218 | ▼ $61,072 |
| Accounts Receivable | $164,691 | $84,456 | ▼ $80,235 |
| Land, Buildings, and Equipment, Net | $2,658 | $33,120 | ▲ $30,462 |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $664,607 | $584,381 | ▼ $80,226 |
| Other Assets Total | $3,560 | $3,560 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $53,719 | $68,024 | ▲ $14,305 |
| Other Liabilities | $43,468 | $32,601 | ▼ $10,867 |
| Total Liabilities | $97,187 | $100,625 | ▲ $3,438 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $544,920 | $466,256 | ▼ $78,664 |
| Temporarily Rstr Net Assets | $22,500 | $17,500 | ▼ $5,000 |
| Total Net Assets Fund Balance | $567,420 | $483,756 | ▼ $83,664 |
| Total Liabilities and Net Assets / Fund Balance | $664,607 | $584,381 | ▼ $80,226 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $33,120 | $18,710 | $51,830 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Floy Biggs | CEO | FT | $84,863 | $84,863 |
| Name | Title |
|---|---|
| Kelly Niles - Yokum | Chairman |
| Ryan Samples | Vice Chairman |
| Helaine Goldwater | Director |
| Jeff Laguna Phd | Director |
| Marivel M Zialcita Jd | Director |
| Maureen Beith | Director |
| Michael Nelson | Director |
| Rev Dr Homer Henderson | Director |
| Robert J Warren Do Mba | Director |
| Sue Yoakum | Director |
| Pam Bergman-swartz | Secretary |
| Pauline Abbott | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $656,170 |
| Salaries, Compensation, and Employee Benefits | $519,757 |
| Total Fundraising Expense | $60,338 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $402,229 | $24,718 | $7,947 | $434,894 |
| Current Officers, Directors, Trustees, and Key Employees | $42,432 | $16,973 | $25,458 | $84,863 |
| All Other Expenses | $44,978 | $33,028 | $1,718 | $79,724 |
| Occupancy | $39,107 | $10,886 | $874 | $50,867 |
| Office Expenses | $21,360 | $14,557 | $2,967 | $38,884 |
| Other Expenses | $29,063 | $5 | $18,000 | $18,000 |
| Travel | $8,032 | $1,867 | $28 | $9,927 |
| Fees for Services Other | $5,381 | $1,654 | $162 | $7,197 |
| Depreciation Depletion | $4,504 | $746 | $92 | $5,342 |
| Insurance | $2,463 | $758 | $74 | $3,295 |
| Advertising | $735 | $495 | - | $1,230 |
| Total Functional Expenses | $1,003,506 | $112,083 | $60,338 | $1,175,927 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,175,927 |
| Total Expenses per Audited Statements | $1,175,927 |
| Total Expenses per Form 990 | $1,175,927 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $44,790 |
| Fundraising Direct Expenses | $18,004 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Meeting | $43,871 | $43,871 | $18,004 | $25,867 |
| Total Events | $43,871 | $43,871 | $18,004 | $25,867 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Installment Plan | $32,601 |
“The entity will review the return prior to filing”
“The Executive Committee reviews and approves the compensation of the President/CEO to ensure that the payment is "just and reasonable". The review and approval must occur at the time of the initial hiring and annually thereafter. The chairman prepares an annual performance evaluation of the President/CEO and shares it with the Executive Committee.”
“Available by requesting a copy of the documents needed.”
“OTHER PROGRAM SERVICES 4: Family Caregiver Support Program - Offers a wide array of services to assist and support caregivers including case managers by providing training, support workshops and respite services. Provides over approximately 5,000 hours of case management, runs 86 support groups and serves 732 caregivers annually. They service 5,916 clients and receive 3,048 calls annually. This program provided for 396 office visits and 84 home visits for support services. OTHER PROGRAM SERVICES 5: Enrichment Center(Adult Day Program) - Provides a safe and loving environment so client can enjoy socializing activities and lunch while their caregiver takes a full or half-day break. Provides 7,174 respite hours to 178 participants. OTHER PROGRAM SERVICES 6: Help Line - Provides information and referral services to seniors and their family. Receives an average of 1,200 calls for information and referrals from seniors and those who care for them annually. OTHER PROGRAM SERVICES 7: ReAL Connections Village - Neighborhood oriented, membership based program where people can access trusted resources and vetted services with one phone call. A mix of services would be offered that a majority of members would find available. Consumer driven and consumer run program helping people age in place in their neighborhoods. 75 members received 2,220 hours of service. The program has over 70 volunteers and provided approxiamtely 2,764 service requests. OTHER PROGRAM SERVICES 8: Connections Newsletter - a monthly publication that features information, current events, activities, topics of interest and volunteer opportunities. Available free at senior centers and various other locations. Approximately 5,400 copies are distributed to over 50 locations. As of April 2018, the connections newsletter has been discontinued. OTHER PROGRAM SERVICES 9: Community Connections is an innovative volunteer driver program that provides door-through-door assisted transportation service to seniors and individuals with disabilities* who cannot easily use other transportation services. Community Connections encourages volunteer driver transportation for people who would otherwise be homebound and isolated. The key to the program is providing mileage reimbursement for volunteers to transport individuals when the individual is too frail, ill or unable to use public transportation for other reasons. Provides an average of 322 riders transportation to their life sustaining and life enriching destinations; over 327 volunteer drivers donate approximately 57,581 hours and travel 597,572 miles annually. OTHER PROGRAM SERVICES 10: Sr. Case Mgmt - Trained Case Manager assisted with questions and issues related to Medicare, HMOs, and Medicare Supplements, and long term care.”
“Net Assets Released from Restrictions = -$22500”
“Temporarily Restricted Contributions = $17500”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/Desc | 0 | Community Connections is an innovative volunteer driver program that provides door-through-door assisted transportation service to seniors and individuals with disabilities* who cannot easily use other transportation services. Community Connections encourages volunteer driver transportation for people who would otherwise be homebound and isolated. The key to the program is providing mileage reimbursement for volunteers to transport individuals when the individual is too frail, ill or unable to use public transportation for other reasons. Provides an average of 322 riders transportation to their life sustaining and life enriching destinations; over 327 volunteer drivers donate approximately 57,581 hours and travel 597,572 miles annually. |
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| IRS990/InsuranceGrp/FundraisingAmt | 0 | 74 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 758 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2463 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3295 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 745 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 745 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 18710 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2658 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 33120 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 51830 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | false |
| IRS990/MissionDesc | 0 | Connecting people, information, resources, and communities to enrich the lives of older adults. Committed to promoting independence and enhancing the quality of life for seniors and their families by providing exceptional and affordable services. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 567420 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 483756 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 919 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 26786 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 874 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 10886 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 39107 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 50867 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 2967 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 14557 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 21360 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 38884 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 3560 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 3560 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -5000 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Volunteer |
| IRS990/OtherExpensesGrp/Desc | 1 | Fringe Benefits |
| IRS990/OtherExpensesGrp/Desc | 2 | In-Kind Expense |
| IRS990/OtherExpensesGrp/Desc | 3 | Grant Writer |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2959 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 59 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 18000 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 219 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 6177 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 5 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 341992 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 61230 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 29063 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 342211 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 70366 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 29127 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 18000 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 43468 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 32601 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 7947 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 24718 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 402229 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 434894 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ENRICHMENT CENTER FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Membership Dues & Assessments |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | MISC REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | NEWSLETTER / SENIOR RESOU |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 80370 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 32368 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 12184 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 300 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 80370 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 32368 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 12184 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 300 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Senior Companion Program - recruits active, fixed income seniors to assist other seniors in their homes. Provides an average of 45,700 hours of service annually to approximately 107 seniors in danger of institutionalization. Approximately 46 volunteers travel to provide assistance to the elderly residents. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 231236 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Enrichment Center(Adult Day Program) - Provides a safe and loving environment so client can enjoy socializing activities and lunch while their caregiver takes a full or half-day break. Provides 7,174 respite hours to 178 participants. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 96621 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 922013 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 892 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 648263 |
| IRS990/PYOtherRevenueAmt | 0 | 30702 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 175692 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -33334 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 514370 |
| IRS990/PYTotalExpensesAmt | 0 | 1162633 |
| IRS990/PYTotalRevenueAmt | 0 | 1129299 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -78664 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 262290 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 201218 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 976878 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 952886 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 958506 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 856504 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1039825 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4784599 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 745 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 892 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1113 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1377 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1280 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 5407 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99890 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99870 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 4784599 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 976878 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 952886 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 958506 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 856504 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1039825 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 4784599 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.