2024-05-15T11:35:49+00:00 2023-06-30 350921680 CROWE LLP 135 N Pennsylvania Street Suite 200 Indianapolis IN 462042407 990 2022-07-01 351310387 CICOA Aging & In-Home Solutions Inc CICO 3172545465 8440 Woodfield Crossing Blvd 175 Indianapolis IN 46240 Tauhric Brown CEO 2024-05-15 true Michael Johnson 999009999 Kim Scifres P01316095 3176321100 2022 2023-04-26 12:10:37Z Tauhric Brown 8440 Woodfield Crossing Blvd 175 Indianapolis IN 46240 37312933 false X www.cicoa.org X 1974 IN CICOA Aging & In-Home Solutions empowers older adults, those of any age with a disability and family caregivers to achieve the greatest possible independence, dignity and quality of life. 9 9 492 1072 0 0 25928492 23718711 13645696 13332303 9239 115968 108201 145951 39691628 37312933 1086899 924881 0 22035785 24535103 0 0 38691 10204374 13904920 33327058 39364904 6364570 -2051971 17727759 14499618 4422392 3427421 13305367 11072197 CICOA Aging & In-Home Solutions empowers older adults, those of any age with a disability and family caregivers to achieve the greatest possible independence, dignity and quality of life. The organization SERVES many counties in Indiana, including BOONE, HAMILTON, HANCOCK, HENDRICKS, JOHNSON, MARION, MORGAN, AND SHELBY COUNTIES. false false 26577432 924881 13102568 IN HOME SERVICES: CICOA'S CARE MANAGERS ASSESS PERSONAL CARE NEEDS DURING AT-HOME VISITS AND COORDINATE THE NEEDED SERVICES INTO A CARE PLAN. THESE SERVICES INCLUDE SUCH THINGS AS ADULT DAY CARE, HOMEMAKER, RESPITE CARE, ATTENDANT CARE, HOME HEALTH AIDE, HOME DELIVERED MEALS AND HOME MODIFICATIONS. 5503905 0 132232 NUTRITION: CICOA SERVED 469,688 MEALS TO SENIORS AND PERSONS WITH DISABILITIES THROUGH ITS NEIGHBORHOOD MEAL SITE AND HOME DELIVERED MEAL PROGRAMS IN MARION AND THE SURROUNDING COUNTIES. 2063006 0 97503 OTHER SUPPORT: CICOA PROVIDES OTHER SUPPORT TO SENIORS AND ADULTS WITH DISABILITIES INCLUDING FUNDS FOR TRANSPORTATION, LEGAL ASSISTANCE, SENIOR SERVICES AGENCIES, AND SOCIAL SERVICES. CICOA ALSO PROVIDES SERVICES TO THOSE WHO MAY NEED HELP WITH MEDICARE BILLING, FINDING LOCAL SUPPORT, AND CARE OPTIONS FOR FAMILIES THROUGH THEIR ELDER SOLUTIONS PROGRAM. CICOA PROVIDED INFORMATION AND ASSISTANCE TO 45,938 INDIVIDUALS AND FAMILIES. 34144343 true true false false false false false false true true false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 24 0 true 492 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false IN X Michael Johnson 3178036028 8440 Woodfield Crossing Blvd Indianapolis IN 46240 Calvert Case Secretary 1.0 X X 0 0 0 Deanna Conerly 2nd Vice Chair 1.0 X X 0 0 0 Kathy Frank Chair 1.0 X X 0 0 0 Marie Myers Treasurer 1.0 X X 0 0 0 Mike Brower 1st Vice chair 1.0 X X 0 0 0 Peter Bisbecos Immediate Past Chair 1.0 X X 0 0 0 Brianna Saunders Director 1.0 X 0 0 0 Laura Haynes Foundation Board Chair 1.0 X 0 0 0 Michael Simmons Director 1.0 X 0 0 0 Rev Reginald Fletcher Director 1.0 X 0 0 0 Sonja Buckner-Marion Director 1.0 X 0 0 0 Michael Johnson CFO 40.0 X 177697 0 10089 Tauhric Brown CEO 38.0 X 189760 0 26088 Beth Skinner Chief Human Capital Officer 40.0 X 161620 0 0 JONATHAN HANG VP OF INNOVATION 40.0 X 101167 0 24417 LISA SCHNEEKLOTH CHIEF COMPLIANCE OFFICER 40.0 X 135523 0 30418 STEPHEN GERBER CHIEF DEVELOPMENT OFFICER 40.0 X 123545 0 17058 889312 0 108070 6 false true false Chef For Hire 1102 E ROOSEVELT 6 INDIANAPOLIS IN 46202 Meal Caterer 2434213 That's Good HR Inc 8440 Woodfield Crossing Blvd 370 Indianapolis IN 46240 Recruiting Services 707970 Innovative Integration Inc 3905 Vincennes Rd Indianapolis IN 46268 IT Consulting 484031 Indiana Legal Services Inc 151 N DELAWARE STREET SUITE 1850 INDIANAPOLIS IN 46204 Legal Services 372931 Hall Render Killian Health & Lyman PC 330 E Kilbourn Ave 1250 Milwaukee WI 53202 Legal Services 201651 22 21129279 2589432 23718711 Medicaid Service Fees 621610 13045728 13045728 Project Income 621610 286575 286575 0 0 0 0 13332303 72689 72689 0 0 43279 0 43279 0 43279 43279 Other Income 621610 145951 145951 0 0 0 0 145951 37312933 13332303 0 261919 X 924881 924881 996782 996782 17885702 17070639 795830 19233 550346 516714 33050 582 3675858 3423554 248447 3857 1426415 1296927 128027 1461 179412 179412 79475 79475 6967369 4528841 2429273 9255 1155531 1032321 119777 3433 868068 817722 50117 229 686154 643953 41655 546 419656 403774 15882 0 111186 82812 28330 44 2917 2917 40435 40435 52711 52711 Food 3212899 3212899 Dues and Memberships 108508 80818 27647 43 Community Education/Awareness 19737 14700 5029 8 Books and Periodicals 862 642 220 0 0 0 0 0 39364904 34144343 5181870 38691 500 500 7612857 7602849 9117107 5262592 93587 567615 0 0 0 0 339900 524336 672567 649194 63808 23373 0 0 500000 518353 17727759 14499618 3002769 2437576 0 0 1419623 989845 4422392 3427421 X 13305367 11072197 13305367 11072197 17727759 14499618 X -2051971 87181 -267880 -500 X false true X true false X 15842702 18783162 18690907 25928492 23718711 102963974 0 0 15842702 18783162 18690907 25928492 23718711 102963974 0 102963974 4324 5960 1992 9239 115968 137483 0 0 0 0 0 0 64239 68603 63139 108202 145951 450134 103551591 63081685 0.9943 0.9956 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 64239.0, COLUMN B - 68603.0, COLUMN C - 63139.0, COLUMN D - 108202.0, COLUMN E - 145951.0, COLUMN F - 450134.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5677643 32230 5709873 1191752 4500000 -14109 5677643 886291 305461 1191752 887468 -1177 886291 852157 35311 887468 0.1043 0.8567 0.039 true false 672567 649194 23373 23373 Other Payables 989845 989845 X Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds are held by CICOA Foundation, Inc. (a related organization for the audited financial statements, however an unrelated organization for the tax return) and are intended to provide a relatively predictable, stable, and in real terms constant stream of current income for annual operating needs and for the support of CICOA Aging & In-Home Solutions, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote CICOA and the Foundation are exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, neither organization has been determined to be a private foundation under 509(a) of the Internal Revenue Code. GAAP requires CICOA and the Foundation to recognize a tax liability if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit will be recorded. CICOA and the Foundation have examined this issue and have determined there are no material contingent tax liabilities or questionable tax positions. CICOA and the Foundation do not expect the total amount of unrecorded tax benefits to significantly change in the next 12 months. CICOA and the Foundation recognize interest and/or penalties related to income tax matters in income tax expense. CICOA and the Foundation did not have any amounts accrued for interest and penalties at June 30, 2023 or 2022. true A Senior Retreat 609 S Lincoln Street Martinsville IN 46151 833707941 501(C)(3) 9000 PROGRAM SUPPORT Alzheimer's Association of Greater Indiana 50 E 91st Street Suite 100 Indianapolis IN 46240 351747836 501(C)(3) 22000 Program Support Boone County Senior Services Inc 515 Crown Point Drive Lebanon IN 46052 351445498 501(C)(3) 49880 Program Support Catholic Charities (A Caring Place) 1400 N Meridian Street Indianapolis IN 46202 350867980 501(C)(3) 8947 Program Support Catholic Charities IN Adult Day Services 1400 N Meridian Street Indianapolis IN 46202 350867980 501(C)(3) 38500 Program Support Hancock County Senior Services 1870 Fields Boulevard Greenfield IN 46140 310936007 501(C)(3) 37578 Program Support Hendricks County Senior Services PO Box 448 Danville IN 46122 351445497 501(C)(3) 109147 Program Support Indiana Legal Services Inc 1200 Madison Ave Suite 300 Indianapolis IN 46225 356059654 501(C)(3) 264445 Program Support Johnson County Senior Services 36 W 600 N Whiteland IN 46184 351474817 501(C)(3) 61385 Program Support John Boner Community Center 2236 E 10th Street Indianapolis IN 46201 237204495 501(C)(3) 9000 Program Support Joy's House 2028 E Broad Riple Avenue Indianapolis IN 46220 352083290 501(C)(3) 14233 Program Support Little Red Door Cancer Agency 1801 N Meridian Street Indianapolis IN 46202 350914096 501(C)(3) 27106 Program Support Morgan County Connect 1369 Blue Buff Road Martinsville IN 45151 351064235 501(C)(3) 34800 Program Support Primelife Enrichment Inc 1078 Third Avenue SW Carmel IN 46032 351011017 501(C)(3) 88531 Program Support Shelby Senior Services 2120 Intelliplex Dr Suite 101 Shelbyville IN 46176 351447684 501(C)(3) 65548 Program Support Shepherd's Center of Hamilton County 1250 Conner Street Noblesville IN 46060 311131854 501(C)(3) 21000 Program Support Still Waters Adult Day Center 7160 Shadeland Station Indianapolis IN 46256 351149228 501(C)(3) 11037 Program Support The Villages 2405 N Smith Pike Bloomington IN 47404 351708240 501(C)(3) 25500 Program Support TMP Enterprises Inc 2028 E Broad Riple Avenue Indianapolis IN 46220 352083290 501(C)(3) 27244 Program Support 19 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Individuals receive grants from the organization for various purposes, including pest control, utilities assistance, and home care. All of the grants are paid directly to the appropriate vendor for the service, in order to be sure the funds are used for their intended purpose. All organizations receiving grant funds are 501(c)(3) organizations with a mission similar to CICOA. Therefore the programs of each grantee organization further the mission of CICOA. CICOA does not monitor the use of the funds because there is not a single intended use for the funds. Tauhric Brown CEO 189760 0 0 0 0 0 7116 0 18972 0 215848 0 0 0 Michael Johnson CFO 177697 0 0 0 0 0 0 0 10089 0 187786 0 0 0 Beth Skinner Chief Human Capital Officer 161620 0 0 0 0 0 0 0 0 0 161620 0 0 0 LISA SCHNEEKLOTH CHIEF COMPLIANCE OFFICER 135523 0 0 0 0 0 10842 0 19576 0 165941 0 0 0 Form 990, Part VI, Line 1a Delegate broad authority to a committee The Board of Directors, by a majority vote of all the members of the Board of Directors, shall appoint from the members of the Board of Directors an Executive Committee which shall consist of the elected officers of the Corporation, the immediate Past Chairman, at least one (1) other Director elected by the Board, and the chairmen of the committees of the Board of Directors. The Chairman of the Executive Committee shall be the Chairman of the Corporation. Such Executive Committee shall act in the place and instead of the Board of Directors and shall possess the same authority and powers of the full Board of Directors; provided, however, that such Executive Committee shall not possess the authority and powers of the full Board of Directors with respect to amendment of the Articles of Incorporation or By-Laws, the removal of Directors or officers, the filling of Director vacancies, the employment or removal of the President, the sale or transfer of any substantial part of the assets of the corporation, the liquidation, dissolution, merger or consolidation of the Corporation, or the undertaking or entering into any major corporate transaction. The Executive Committee may review reports of other committees, but shall not have authority to modify committee reports. At any meeting of the Executive Committee, the presence of a majority of the members of the Executive Committee, but in no event fewer than four (4), shall constitute a quorum for the transaction of business. Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is reviewed in detail by the management of the organization. A copy of the form 990 is provided to every member of the governing body before it is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Every board member and officer signs a conflict of interest policy annually stating any actual or potential conflicts of interest. The statements are reviewed and monitored by the CEO of the organization. If a conflict is noted, the CEO informs the board chair of the conflict. Any individuals who have a conflict of interest abstain from voting on decisions related to the conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official HR reviewed the salaries with the Board Chair in October 2021. The compensation committee of the board reviews the compensation of the CEO annually. The committee uses comparability data to determine the compensation. The deliberations and decisions are documented in the committee minutes. This process was last undertaken in March 2022. Form 990, Part VI, Line 15b Process to establish compensation of other employees The compensation of the other employees is reviewed by the Human Resources Compensation Committee and the Board Chair. Comparability data is used to ensure compensation is reasonable. The decisions are documents in each employee's file. This process was last undertaken in November 2019. Form 990, Part VI, Line 19 Required documents available to the public The financial statements are available to the public upon request. The organization's governing documents and conflict of interest policy are not available to the public at this time. Form 990, Part IX, Line 11g Other Fees Contracted services - Total Expense: 4698634, Program Service Expense: 3430287, Management and General Expenses: 1260702, Fundraising Expenses: 7645; Other contracted services - Total Expense: 100038, Program Service Expense: 70296, Management and General Expenses: 29555, Fundraising Expenses: 187; Other - Total Expense: 2168697, Program Service Expense: 1028258, Management and General Expenses: 1139016, Fundraising Expenses: 1423; Form 990, Part XI, Line 9 Other changes in net assets or fund balances IN-KIND EXPENSE ADJUSTMENT - -500; Form 990, Part XII, Line 2b Audited Financial Statements At the time of this filing, the audit was pending. The information reported herein, is based on the books and records of the organization. Duett Inc 8440 Woodfield Crossing Blvd Suite 175 Indianapolis IN 46240 Technology Solutions IN NA C Corporation 98161 true false false false false false false false false false false false false false true true false false false false