2024-08-27T09:22:18-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 391286261 AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY INC AGIN 9204484300 300 S ADAMS STREET GREEN BAY WI 54301 ROBERT JOHNSON CHAIRPERSON 9204484300 2024-08-18 1 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2024-08-18 2023 2024-08-08 14:25:15Z ROBERT JOHNSON 300 S ADAMS STREET GREEN BAY WI 54301 6564188 0 X WWW.ADRCOFBROWNCOUNTY.ORG X 1978 WI EMPOWER AND ENRICH THE LIVES OF OLDER ADULTS, ADULTS WITH DISABILITIES AND THEIR CAREGIVERS. 13 13 87 340 0 0 5736457 6097564 415402 16310 7831 19292 63720 352516 6223410 6485682 0 0 0 0 4237846 4282570 0 0 0 1985200 2140789 6223046 6423359 364 62323 4963118 5087407 264369 326335 4698749 4761072 X THE MISSION OF THE ADRC IS TO EMPOWER AND ENRICH THE LIVES OF OLDER ADULTS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS. WE EDUCATE, GUIDE, AND CONNECT CUSTOMERS TO UP-TO-DATE, ACCESSIBLE, AND UNBIASED RESOURCE INFORMATION BASED UPON THEIR NEEDS. WE ASSIST CUSTOMERS IN SECURING BENEFITS AND ADVOCATE ON THEIR BEHALF WHEN NECESSARY. WE PROMOTE WELLNESS AND PREVENTION TO ENCOURAGE INDEPENDENCE AND OPTIMIZE QUALITY OF LIFE. WE OFFER A WIDE RANGE OF PROGRAMS WHERE INDIVIDUALS LEARN, GROW, SHOWCASE THEIR TALENTS, AND SOCIALIZE WITH OTHERS. WE COLLABORATE AND BUILD COMMUNITY PARTNERSHIPS WHICH SUPPORT OUR CUSTOMERS AND THEIR FAMILIES. 0 0 2582467 325939 ADRC ASSISTANCE AND ADVOCACY:ADRC SPECIALISTS PROVIDE ADULTS WITH DISABILITIES, OLDER ADULTS, AND THEIR CAREGIVERS WITH CURRENT, UNBIASED, AND COMPREHENSIVE INFORMATION TO HELP THEM LIVE AS INDEPENDENTLY AS POSSIBLE. EACH INDIVIDUAL'S SITUATION IS ASSESSED BASED ON PERSONAL PREFERENCES, VALUES, NEEDS, STRENGTHS, WEAKNESSES, AND RESOURCES. THIS PERSONALIZED APPROACH ENSURES THE SELECTION OF TAILORED INFORMATION ABOUT SERVICE OPTIONS AND COSTS, ENSURING INFORMED DECISIONS. FOR ELIGIBLE INDIVIDUALS, THE ADRC SERVES AS THE ENTRY POINT INTO THE PUBLICLY FUNDED LONG-TERM CARE SYSTEM. BENEFIT SPECIALISTS EDUCATE AND ADVOCATE FOR OLDER ADULTS AND ADULTS WITH DISABILITIES, HELPING CUSTOMERS EXPLORE THEIR OPTIONS REGARDING PRIVATE AND GOVERNMENT BENEFITS. 1489885 NUTRITION PROGRAM:THE ADRC NUTRITION PROGRAM ANNUALLY SERVES NUTRITIOUS MEALS TO OVER 2,300 BROWN COUNTY RESIDENTS AGED 60 AND OLDER. MEALS ARE PROVIDED AT COMMUNITY DINING SITES, POP-UP DINING EVENTS, AND TO THE DOORSTEPS OF ELIGIBLE INDIVIDUALS. IN 2023, WE SERVED 24,518 COMMUNITY DINING MEALS AND 124,072 HOME-DELIVERED MEALS. MEALS ARE OFFERED ON A DONATION BASIS AND INCLUDE REGULAR NUTRITION EDUCATION. COMMUNITY DINING OFFERS SOCIAL CONNECTION WHILE HOME DELIVERED OFFERS A DAILY INTERACTION AND WELLNESS CHECK. ONE IN FIVE CUSTOMERS REPORT THAT THE MEALS GIVE THEM "SOMETHING TO LOOK FORWARD TO, AND HALF OF OUR CUSTOMERS SAY THE MEALS PROVIDE "A SENSE OF SAFETY AND SECURITY." 496628 GROUNDED CAFE PROGRAMS: GROUNDED CAFE OFFERS A COZY SPOT FOR FRIENDS TO GATHER OVER COFFEE, BREAKFAST, OR LUNCH ON SITE AND OFFERS GROUNDED ON THE GO WITH OUR ADA ACCESSIBLE FOOD TRUCK OUT IN THE COMMUNITY. THE CAFE FUNCTIONS AS A TRAINING PROGRAM FOR PEOPLE WITH DISABILITIES, EQUIPPING THEM FOR FUTURE EMPLOYMENT. GROUNDED CAFE CHALLENGES STEREOTYPES AND CELEBRATES INDIVIDUAL, UNIQUE ABILITIES. 397303 PREVENTION PROGRAMS:THE ADRC OFFERS PROGRAMS TO ENHANCE QUALITY OF LIFE AND REDUCE OR ELIMINATE THE NEED FOR COSTLY LONG-TERM CARE SERVICES. WE EXPLORE MANY DIMENSIONS OF WELLNESS WITH A WIDE VARIETY OF WORKSHOPS AND EDUCATION PROGRAMS INCLUDING EVIDENCE-BASED CLASSES ON FALLS PREVENTION, CHRONIC DISEASE MANAGEMENT AND FAMILY CAREGIVING; MEMORY SCREENS, BRAIN HEALTH, DEMENTIA, ADVANCE DIRECTIVES, MINDFULNESS, TECHNOLOGY ASSISTANCE, BODY MECHANICS AND EXERCISE, UKELELE/HARMONICA CLASSES, AND A VARIETY OF SUPPORT GROUP OPTIONS. 397303 4966283 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 87 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X HEATHER BAWYN 9204484300 300 S ADAMS ST GREEN BAY WI 54301 DEVON CHRISTIANSON DIRECTOR 40.00 X 113522 0 12364 HEATHER BAWYN FINANCE COORDINATOR 40.00 X 82486 0 26359 ROBERT JOHNSON CHAIRPERSON 0.50 X X 0 0 0 TERESA GULYAS VICE CHAIRPERSON 0.50 X X 0 0 0 DENNIS RADER TREASURER 0.50 X X 0 0 0 MICHAEL CONLEY-KUHAGEN SECRETARY 0.50 X X 0 0 0 AMY BARHITE BOARD MEMBER 0.50 X 0 0 0 AMY BUSHMAN BOARD MEMBER 0.50 X 0 0 0 JOSE GARCIA CHEVRESTT BOARD MEMBER 0.50 X 0 0 0 PAT HOPKINS BOARD MEMBER 0.50 X 0 0 0 EILEEN LITTIG BOARD MEMBER 0.50 X 0 0 0 JESSICA NELL BOARD MEMBER 0.50 X 0 0 0 AMY PAYNE BOARD MEMBER 0.50 X 0 0 0 JIM PECARD BOARD MEMBER 0.50 X 0 0 0 MARVIN RUCKER BOARD MEMBER 0.50 X 0 0 0 196008 0 38723 1 0 0 0 0 5537609 559955 6097564 COMMUNITY SERVICE 624200 12035 12035 PROGRAM REVENUE 900099 4275 4275 16310 19292 19292 388135 78506 309629 309629 MISCELLANEOUS REVENUE 900099 42887 42887 42887 6485682 325939 0 62179 234730 70419 164311 3021704 2561307 460397 203979 175476 28503 588652 499526 89126 233505 192853 40652 24911 24911 14270 12591 1679 6700 6527 173 63220 28658 34562 21594 4536 17058 135292 28419 106873 24324 17556 6768 88068 88068 2845 2845 MEALS 721782 721782 COUNTY SERVICES 432713 432713 OTHER PROGRAMS 380178 335457 44721 PURCHASED SERVICES 166968 162650 4318 57924 57613 311 6423359 4966283 1457076 0 1296033 1375952 1611433 1630725 1009342 937825 7291 6050 3024 13323 2384878 1261346 1035995 1123532 4963118 5087407 264369 326335 264369 326335 X 4531983 4712450 166766 48622 4698749 4761072 4963118 5087407 62323 0 X 0 1 X 1 1 1 X 5427534 6055753 5925450 5736457 6097564 29242758 5427534 6055753 5925450 5736457 6097564 29242758 29242758 24358 7977 1288 7831 19292 60746 81290 37886 14867 63720 42887 240650 29544154 1801843 0.98980 0.99090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 81,290. 2020 AMOUNT: $ 37,886. 2021 AMOUNT: $ 14,867. 2022 AMOUNT: $ 63,720. 2023 AMOUNT: $ 42,887. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 462613 125242 337371 1495502 917406 578096 232674 206848 25826 194089 11850 182239 1123532 7461020 896832 78506 975338 6485682 0 6485682 7398697 896832 78506 975338 6423359 0 6423359 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NET WITH REVENUE 78,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NET WITH REVENUE 78,506. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT TEAM IS INVITED TO THE AUGUST BOARD MEETING TO REVIEW THE ANNUAL AUDIT AND FORM 990 IN FULL. DURING THIS MEETING, THE BOARD VOTES TO APPROVE THE FORM 990, AFTER WHICH IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ADRC CONDUCTS ANNUAL INFORMATIONAL MEETINGS WITH ALL EMPLOYEES AND BOARD MEMBERS TO REVIEW THE CONFLICT-OF-INTEREST POLICY. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN THIS POLICY EACH YEAR, INDICATING THAT THEY HAVE REVIEWED AND UNDERSTAND IT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY BROWN COUNTY HUMAN RESOURCE AND/OR COMPARABILITY DATA IS REVIEWED BY ADRC PERSONNEL COMMITTEE COMPOSED OF THE GOVERNING BOARD MEMBERS AND RECOMMENDATION IS MADE TO ADRC BOARD OF DIRECTORS. BOARD OF DIRECTORS HAS AUTHORITY TO SET COMPENSATION OF DIRECTOR. THE HUMAN RESOURCE COMMITTEE CONDUCTS AN ANNUAL EVALUATION OF THE DIRECTOR AND DETERMINES COMPENSATION FOR THE DIRECTOR BASED ON RECOMMENDATIONS FROM BROWN COUNTY HUMAN RESOURCE CLASSIFICATION/COMPENSATION PLAN. COMPENSATION FOR OTHER KEY EMPLOYEES IS BASED ON CLASSIFICATION/COMPENSATION PLAN ESTABLISHED AND MAINTAINED BY BROWN COUNTY HUMAN RESOURCES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH BROWN COUNTY'S WEBSITE AND THROUGH REQUIRED PUBLICATIONS. ALL ORGANIZATION DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.