2024-02-12T16:06:10-08:00 2023-06-30 860553260 Moen Accounting DBA Janice Moen CPA 26965 Road N Cortez CO 81321 990 2022-07-01 841144621 Southwest Center for Independence Inc SOUT 9702591672 9 Burnett Court Suite C Durango CO 81301 Taylor Lennox-Irwin Past Chair 2024-02-12 true Taylor Lennox-Irwin 999009999 true Janice Moen CPA P01206712 5052502231 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Taylor Lennox-Irwin 9 Burnett Court Suite C Durango CO 81301 1122688 false X www.swindependence.org X 1990 CO SWCI envisions a world where envisions a world where people with disabilities and those who are aging are respected included members of their communities, making their own choices, directing the supports and services they need to live well in the community, and giving back to the community through their strengths. 4 4 22 10 0 1028467 1015861 49674 105027 108 0 1556 1078249 1122444 0 0 781410 684811 0 458 322619 372473 1104029 1057284 -25780 65160 218050 228753 127962 73505 90088 155248 X SWCI provides supports and training for local members of the disability and aging communities to live the lives they want in Southwest Colorado. false false 349648 The Independent Living program is our principle service. As a certified Center for Independent Living, we provide supports and services to help people become more independent and more included. We work together on the issues people bring us, from finding housing to making friends or starting a business. We provide assistance through information, referral, options counseling, independent living skills training, peer support, teaching people to advocate for themselves, and systems advocacy to break down barriers, and assistance with emancipation and deinstitutionalization. 261222 105027 Southwest Rides is our transportation service, providing accessible driver-assisted door-to-door transportation for people with disabilities, those who are aging, and Veterans, to medical appointments, the food bank, and other places. We provided 2,554 rides in La Plata County during FY 2022-2023. Since consumers do not pay for the service directly, SWR is funded through Medicaid, various contracts, donations, and grants. 72143 The Housing program includes administration of housing vouchersspecifically for people with disabilities. People pay 30% of their income on their rent, and the state government makes up the difference. The program also provides skills training and assistance in finding a place to live. In the current fiscal year, we administered 119 vouchers 101499 784512 true true false true false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 true 22 true false false false false false false false 0 false false false false false false false X 4 4 false false true false false false false true true false false true true true true true true true true false X Kelsey Bell 9702591672 9 Burnett Court Suite C Durango CO 81301 Kelsey Bell Executive Dir. 40.00 0.00 X 57692 0 442 Taylor Lennox-Irwin Chair 3.00 0.00 X X 0 0 0 Miriam Gillow-Wiles Vice Chair 2.00 0.00 X X 0 0 0 Dianne Savage Treasurer 3.00 0.00 X X 0 0 0 Robyn Kellogg Director 3.00 0.00 X 0 0 0 57692 442 0 false false false 0 981929 33932 1015861 Medicaid 900099 104997 104997 Other fees for service 900099 30 30 105027 0 0 0 0 0 1800 244 1556 1556 0 0 0 1122444 105027 1556 0 0 0 0 58643 45573 13070 0 524395 406804 117591 0 42733 33155 9578 59040 45809 13231 0 614 614 96656 96656 0 0 0 52058 52058 1188 718 124 346 7010 2534 4476 17359 13039 4320 0 78098 75266 2832 3585 3585 0 0 0 0 19524 18353 1171 3888 3754 134 Vehicle expenses 28174 28124 50 Telephone 23192 22411 781 Dues & Subscriptions 9948 8644 1304 Equipment 7595 6650 833 112 23584 17421 6163 1057284 784512 272314 458 16609 39599 0 0 128633 98348 0 0 0 0 6762 14105 231054 154353 66046 76701 0 0 0 0 0 218050 228753 63639 73100 20405 405 43918 127962 73505 X 90088 155248 90088 155248 218050 228753 65160 X false true X true false X 965100 981495 1109577 1028467 1015861 5100500 0 0 965100 981495 1109577 1028467 1015861 5100500 0 5100500 254 172 39 108 573 685 1556 2241 0 5103314 0.99940 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 357 false true 936 1293 false false Part II-B, Line 1i - Other Activities Description Dues were paid to a 501(c)(4) affiliation that has a contract with a lobbyist. 27% of the dues were paid to the lobbyist. The lobbyist worked with the Colorado Joint Budget Committee on funding issues for the 9 independent living centers located in Colorado. Part IV - Additional Information 5000 4750 250 226054 149603 76451 76701 X 1140412 17724 17724 1122688 -244 -244 1122444 1075252 17724 244 17968 1057284 1057284 Part X : FIN48 Footnote The Organization has received tax-exempt status under Code Section 501(c)(3) of the Internal Revenue Code. The Organization has adopted accounting principles generally accepted in the United States of America as they relate to uncertain tax positions for the year ended June 30, 2023 and had evaluated its tax positions taken for all open tax years subject to examination by the Internal Revenue Service and Colorado Department of Revenue. The Organization is not currently under audit nor has the Organization been contacted by any of these jurisdictions. Management believes that the activities of the Organization are within their tax-exempt purpose, and that there are no uncertain tax positions. Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising event exp netted with rev $244 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: The Housing program includes administration of housing vouchersspecifically for people with disabilities. People pay 30% of their income on their rent, and the state government makes up the difference. The program also provides skills training and assistance in finding a place to live. In the current fiscal year, we administered 119 vouchers OTHER PROGRAM SERVICES 5: The Nursing Home Transition program works to advance Federal Olmstead and Money Follows the Person laws by allowing people living in institutions the choice of returning to the community. We facilitate assessments and risk mitigation, putting services in place that will allow the person to live a life of their own choosing in their own home. OTHER PROGRAM SERVICES 6: The Public Health Workforce program aims to reduce social isolation and assist consumers in getting connected to resources. Many of the consumers served through this program acquired their disability recently. Form 990, Part VI, Section A, Line 4 The organization's Bylaws were changed as follows:Article 1 Section 2 was updated with organizations new physical address (9 Burnett Court, Suite C, Durango).Article 3 Section 1A changed the minimum number of Directors from five to three.Article IV Section 1 changed the required Board Officers from a President, a Vice-President, a Secretary and a Treasurer to a President, a Vice President, and a Treasurer. At such time there are 5 or more Directors, a secretary will be elected. Form 990, Part VI, Section B, Line 11b The Form 990 is sent to the board of dirctors prior to their next regular meeting. The board of directors reviews and approves the Form 990 at that meeting. Board of directors' approval occurs prior to the filing the Form 990. Form 990, Part VI, Section B, Line 12c The conflicts of interest policy covers SWCIs executive officers, board of directors, staff, volunteers and executive director. Persons covered by this policy will annually disclose or update to the Chairman of the Board of Directors their interest that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organization or those of family members. For each conflict of interest disclosed to the Chairman of the Board of Directors, the Chairman will determine whether to:(a) Take no action;(b) Assure full disclosure to the Board of Directors and other individuals covered by this policy;(c) Ask the person to recuse from participation in related discussions or decisions within SWCI; or(d) Ask the person to resign, become subject to possible removal in accordance with SWCIs removal procedures. Form 990, Part VI, Section B, Line 15a The Board of Directors reviews and approves the Executive Directors annual salary, with no participation by the Executive Director or other interested persons. The Executive Directors salary is established using comparable data for similarly qualified persons in functionally comparable positions at similar nonprofits; consideration of roles and responsibilities of the Executive Director; and cost of living data. Comparable market data is obtained from salary surveys of other independent living centers located within the State of Colorado. Discussions and decisions regarding the compensation are documented in the Board of Directors meeting minutes. The Executive Directors also receives reimbursements for routine, reasonable, and documented expenses incurred during the year under an accountable plan. The Executive Director travels throughout the state and our service area. The Organization has a travel policy that caps reimbursement levels and requires low-budget travel. Form 990, Part VI, Section B, Line 15b A line item budget is approved by the Board of Directors annually. The Board approves the overall salaries and benefit expenses. Discussions and decisions regarding the budget are documented in Board meeting minutes. The Executive Directors reviews and approves the salaries of other officers or key employees, with no participation by the interested persons, in accordance with the annual budget approved by the Board. The Executive Director establishes salaries using comparable data for similarly qualified persons in functionally comparable positions at similar nonprofits; consideration of roles and responsibilities of the officer or key employee; and cost of living data. Comparable market data is obtained from salary surveys of other independent living centers located within the State of Colorado. The Board of Directors serve on a voluntary basis and receive no compensation. Form 990, Part VI, Section C, Line 19 The organization's governing documents, policies and financial statements are provided upon request.