2024-05-14T14:08:01-05:00 2023-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2022-07-01 421183810 AGING RESOURCES OF CENTRAL IOWA AGIN 5156339510 5835 GRAND AVENUE SUITE 106 DES MOINES IA 503121444 JOEL L OLAH EXECUTIVE DIRECTOR 5156339510 2024-05-09 1 JOEL OLAH 999009999 0 DAVID ELLIS P01306431 5152258400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOEL L OLAH 5835 GRAND AVENUE SUITE 106 DES MOINES IA 503121444 6120536 0 X WWW.AGINGRESOURCES.COM X 1982 IA AGING RESOURCES IS PART OF A NATIONAL NETWORK OF AREA AGENCIES ON AGING ESTABLISHED THROUGH THE OLDER AMERICANS ACT AND SUPPORTED BY FEDERAL, STATE, AND LOCAL FUNDS. 16 16 26 20 0 0 5741071 5983455 101947 120895 1052 15572 380 614 5844450 6120536 3565485 3653039 0 0 1731129 1928969 0 0 0 546425 533323 5843039 6115331 1411 5205 1430040 2073020 1087133 1724908 342907 348112 X THE MISSION OF AGING RESOURCES OF CENTRAL IOWA IS TO LEAD, ADVOCATE, AND SERVE; AS WELL AS PLAN AND COORDINATE RESOURCES IN THE PROVISION OF SERVICES TO OLDER PERSONS IN CENTRAL IOWA, THEIR FAMILIES, CAREGIVERS, OR REPRESENTATIVES, ENABLING ELDERS TO LEAD INDEPENDENT, MEANINGFUL, AND DIGNIFIED LIVES IN THE LEAST RESTRICTIVE ENVIRONMENT. 0 0 2536749 2032908 NUTRITION AND HEALTH PROMOTION ACTIVITIESCONGREGATE MEALS: 208,036 MEALS FOR 4,476 PEOPLE HOME DELIVERED MEALS: 333,280 MEALS FOR 2,769 PEOPLE NUTRITION COUNSELING: 65 HOURS FOR 38 PEOPLE NUTRITION EDUCATION: 32,039 SESSIONS FOR 4,704 PEOPLE HEALTH PROMOTION EVIDENCE BASED: 180 CLIENTS COMPLETED HEALTH PROMOTION NON-EVIDENCE BASED: 24,408 CONTACTS FOR 2,116 PEOPLE 1699833 1511836 120895 SERVICES TO PROMOTE INDEPENDENCEADULT DAY CARE: 5,546 DAYS OF SERVICE FOR 104 PEOPLE CHORE: 731 HOURS OF SERVICE FOR 43 PEOPLEEMERGENCY RESPONSE SYSTEMS: 265 MONTHS OF SERVICE FOR 41 PEOPLE MATERIAL AID: 2,605 ITEMS FOR 993 PEOPLE OUTREACH: 3,636 CONTACTS FOR 2,681 PEOPLE PERSONAL CARE/HOMEMAKER: 5,506 HOURS OF SERVICE FOR 143 PEOPLE RESPITE: 6,884 HOURS OF SERVICE FOR 81 PEOPLE TRAINING AND EDUCATION: 1,064 ACTIVITIES FOR 21,906 PEOPLE TRANSPORTATION: 47,683 ONE WAY TRIPS FOR 1,339 PEOPLE 1222529 103294 INFORMATION AND SERVICE ASSISTANCE CASE MANAGEMENT: 580 HOURS OF SERVICE FOR 27 PEOPLE ELDER ABUSE PREVENTIONS AND AWARENESS: 1,686 HOURS OF SERVICE FOR 336 PEOPLE INFORMATION AND ASSISTANCE: 13,690 CONTACTS FOR 6,111 PEOPLE LEGAL SERVICES: 2,808 HOURS OF SERVICE FOR 958 PEOPLE OPTIONS COUNSELING: 1,859 HOURS OF SERVICE FOR 244 PEOPLE 346909 5000 SKILLED OLDER WORKER PROGRAM: 106,034 (GRANTS: 5,000)FRESH CONVERSATIONS: 55,585AREA AGENCY PSA: 174,344NON PROGRAM EXPENSE: 10,946 346909 5000 5806020 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 115 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LESTER BASCOM FISCAL DIRECTOR 5156339510 5835 GRAND AVENUE SUITE 106 DES MOINES IA 503121444 STEVE VAN OORT CHAIR 2.00 X X 0 0 0 LINDA WESTERGAARD VICE CHAIR 2.00 X X 0 0 0 DON CORRIGAN SECRETARY 2.00 X X 0 0 0 MARK SNELL DIRECTOR 2.00 X 0 0 0 RON JOME DIRECTOR 2.00 X 0 0 0 PAMELA MYERS DIRECTOR 2.00 X 0 0 0 KIM CHAPMAN DIRECTOR 2.00 X 0 0 0 NANCY NICHOLS DIRECTOR 2.00 X 0 0 0 RACHEL CECIL DIRECTOR 2.00 X 0 0 0 PHIL CLIFTON DIRECTOR 2.00 X 0 0 0 KYLON SCHMITT DIRECTOR 2.00 X 0 0 0 LISA HEDDENS DIRECTOR 2.00 X 0 0 0 RON SMITH DIRECTOR 2.00 X 0 0 0 C JEAN LAVERTY DIRECTOR 2.00 X 0 0 0 ROBERT MAHAFFEY DIRECTOR 2.00 X 0 0 0 MARK RAYMIE DIRECTOR 2.00 X 0 0 0 JOEL OLAH EXECUTIVE DIRECTOR 40.00 X 108672 0 20117 LESTER BASCOM FISCAL DIRECTOR 40.00 X 101029 0 39632 209701 0 59749 2 0 0 0 0 5962452 21003 5983455 MEDICAID 624100 120895 120895 120895 15572 15572 MISCELLANEOUS 900099 614 614 614 6120536 121509 0 15572 3106877 3106877 546162 546162 266698 126238 140460 1235443 1176237 59206 116983 111394 5589 223090 221674 1416 86755 82225 4530 807 567 240 12935 12935 62042 59449 2593 44455 38954 5501 138728 70100 68628 141981 129693 12288 40764 40741 23 5017 4823 194 21645 20164 1481 20081 18707 1374 PROGRAM PROMOTION 39431 34092 5339 5437 4988 449 6115331 5806020 309311 0 1000337 1054905 290254 382081 98255 106417 173153 136727 41194 36426 0 493191 1430040 2073020 504122 611515 583011 620202 0 493191 1087133 1724908 X 247887 251740 95020 96372 342907 348112 1430040 2073020 5205 0 X X 0 1 X 1 1 1 X 4498150 4390313 5236798 5741071 5983455 25849787 4498150 4390313 5236798 5741071 5983455 25849787 25849787 3901 5230 881 1052 15572 26636 25876423 0.99900 0.99950 X 44237 33660 10577 128916 103067 25849 36426 OPERATING RIGHT OF USE ASSETS 493191 493191 OPERATING LEASE LIABILITY 493191 493191 X 6120536 0 6120536 0 6120536 6115331 0 6115331 0 6115331 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 IOWA LEGAL AID 1111 9TH ST STE 230 DES MOINES IA 50314 421079227 501(C)(3) 84958 0 LEGAL SERVICES BOONE COUNTY HOSPITAL 105 S MARSHALL BOONE IA 50036 426037625 501(C)(3) 106506 0 MEALS, HOMEMAKER, RESPITE HIRTA PUBLIC TRANSIT 2840 104TH ST URBANDALE IA 50323 421176997 GOV'T UNIT 244000 0 TRANSPORTATION JASPER COUNTY IOWA PO BOX 944 NEWTON IA 50208 426005041 GOV'T UNIT 199973 0 MEALS MADISON COUNTY ELDER SERVICES 1106 N JOHN WAYNE DR WINTERSET IA 50265 421334758 501(C)(3) 179110 0 MEALS PERRY LUTHERAN HOME 2323 WILLIS AVENUE PERRY IA 50220 421402559 501(C)(3) 99624 0 MEALS WESLEY COMMUNITY SERVICES 5508 NW 88 STREET JOHNSTON IA 50131 203970256 501(C)(3) 512029 0 MEALS, RESPITE HY-VEE - PELLA 5820 WESTOWN PRKY WEST DES MOINES IA 50266 63195 0 MEALS KNOXVILLE SENIOR CITIZENS 308 E MONTGOMERY ST KNOXVILLE IA 50138 811051076 501(C)(3) 102896 0 MEALS DART 620 CHERRY STREET DES MOINES IA 50309 421014350 GOV'T UNIT 12264 0 TRANSPORTATION FIVE SPICE SISTERS 3900 SE 26TH ST DES MOINES IA 50309 823405486 8330 0 MEALS EYERLY BALL MENTAL HEALTH 1301 CENTER ST DES MOINES IA 50309 420942273 501(C)(3) 9989 0 BEHAVIORAL HEALTH SERVICES GOGO GRANDPARENTS PO BOX 410477 SAN FRANCISCO CA 94103 812472775 50879 0 TRANSPORTATION LUTHERAN SERVICES IN IOWA 3116 UNIVERSITY AVE DES MOINES IA 50311 420698267 501(C)(3) 122903 0 FOOD BOXES, TRAINING/ED NEW HORIZONS DAY CENTER 718 NE GRANT STREET ANKENY IA 50023 421514387 501(C)(3) 22816 0 RESPITE POLK COUNTY IOWA 111 COURT AVENUE DES MOINES IA 50309 426004519 GOV'T UNIT 584295 0 MEALS, TRANSIT, OUTREACH REBUILDING TOGETHER DES MOINES 1111 9TH ST STE 265 DES MOINES IA 50314 421439898 501(C)(3) 105300 0 CHORE, HOME REPAIR HEARTLAND SENIOR SERVICES 203 S WALNUT AMES IA 50014 421052353 501(C)(3) 169372 0 MEALS, RESPITE WARREN COUNTY IOWA 301 N BUXTON INDIANOLA IA 50125 426004798 GOV'T UNIT 183501 0 MEALS, HOMEMAKER BIG ALS BBQ 715 MAIN ST ADEL IA 50003 834624758 6288 0 MEALS DNS GROCERY PO BOX 147 MELCHER DALLAS IA 50163 731649472 138732 0 MEALS BACK ROADS GRILL 1075 WASHINGTON LACONA IA 50139 830507569 54063 0 MEALS DEPOT RESTAURANT PO BOX 53 NEW VIRGINIA IA 50210 461288244 20316 0 MEALS COMPASSIONATE CARE TRANSIT 925 28TH ST WEST DES MOINES IA 50265 853262433 7050 0 TRANSIT CENTRAL IOWA RSVP 503 ELM AVE STORY CITY IA 50248 421019046 5500 0 TRANSIT MATERIAL AID PAYMENTS - SEE BELOW 993 546162 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS - ALL CONTRACTORS ARE SELECTED THROUGH A DETAILED REQUEST FOR PROPOSAL SYSTEM ON A TWO YEAR CYCLE. THE GRANTS AND PLANNING COMMITTEE REVIEW ALL APPLICATIONS AND MAKE A FORMAL RECOMMENDATION TO THE ADVISORY COUNCIL. THE ADVISORY COUNCIL REVIEWS THE PROCESS AND REVIEWS THE GRANTS AND PLANNING COMMITTEE RECOMMENDATIONS. THE ADVISORY COUNCIL THEN PREPARES THEIR RECOMMENDATIONS AND FORWARDS THE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MAKE THE FINAL DETERMINATION ON THE ACTUAL CONTRACT AWARDS. ALL CONTRACTS ARE MONITORED ON A MONTHLY BASIS WITH PROGRAM AND FISCAL REPORTS PREPARED BY THE CONTRACTORS. THE REPORTS ARE REVIEWED BEFORE GRANT FUNDS ARE PAID TO THE CONTRACTORS. A FORMAL ON SITE MONITORING VISIT OCCURS EACH FISCAL YEAR TO REVIEW THE CONTRACT, REPORTS, FISCAL MATTERS AND PROGRAM COMPLIANCE ISSUES. PART III - GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS - INDIVIDUALS REQUESTING AID MUST COMPLETE AN APPLICATION FOR ASSISTANCE AT ANY AUTHORIZED REFERRAL SOURCE (MEAL SITES, HOUSING FACILITY, SERVICE CENTER OR FIELD OFFICE). THE APPLICATION REQUIRES PERSONAL INFORMATION, DESCRIPTION OF THE CLIENT'S FINANCIAL NEED, THE AMOUNT OF FUNDS REQUESTED, THE SERVICE REQUESTED AND THEIR SELECTED VENDOR. STAFF REVIEW ALL APPLICATIONS AND VERIFY THE INFORMATION AND COMPLIANCE WITH FUNDING REQUIREMENTS. THE APPLICATIONS ARE EITHER APPROVED FOR PROCESSING OR RETURNED DENIED. APPROVED APPLICATIONS REQUIRE A DETAILED INVOICE FROM THE VENDOR AND ALL PAYMENTS ARE ISSUED DIRECTLY TO THE VENDOR. EXAMPLES OF ASSISTANCE PROVIDED ARE UTILITY BILLS, RENT, RENT DEPOSITS, TRANSPORTATION, MEDICAL EXPENSE, DURABLE MEDICAL EQUIPMENT, HOMEMAKER SERVICES, RESPITE AND CONSUMABLE SUPPLIES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW BEFORE IT IS SUBMITTED FOR ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND EMPLOYEES ARE NOTIFIED OF THE AGENCY'S CONFLICT OF INTEREST POLICY AND NOTIFY THE AGENCY OF KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL PERSONNEL IS REVIEWED BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE RECOMMENDS THE PERCENTAGE OF MERIT PAY INCREASE IN THE FORM OF COMPENSATION OR MERIT TIME OFF; AND THE ANNUAL COLA ADJUSTMENT TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL. (MERIT INCREASES ARE DETERMINED BY A FORMAL ANNUAL PERFORMANCE REVIEW). THE BOARD OF DIRECTORS ESTABLISH BOTH THE UPPER LIMIT FOR MERIT INCREASES AND THE ANNUAL COST OF LIVING ADJUSTMENT (COLA). THE COLA INCREASE IS USUALLY BASED ON THE COLA ESTABLISHED BY THE SOCIAL SECURITY ADMINISTRATION WITH A 2% FLOOR. SALARY RANGES BY EMPLOYEE CLASS ARE IN PLACE. THE SALARY RANGES ARE BASED ON INFORMATION FROM IOWA WORKFORCE DEVELOPMENT, IOWA AREA AGING ON AGING SALARY SURVEY, AND OTHER MARKET PLACE INDICATORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON PUBLIC REQUEST AT OUR CENTRAL OFFICE. ALL DOCUMENTS ARE AVAILABLE WITHOUT CHARGE. FORM 990, PAER XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.