2024-05-14T06:30:07-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2022-07-01 561035065 RESOURCES FOR SENIORS INC RESO 9198727933 1110 NAVAHO DRIVE 400 RALEIGH NC 27609 KRISTEN K BRANNOCK PRESIDENT 9198727933 2024-05-10 1 KRISTEN BRANNOCK 999009999 0 AMY DOSIK P00890743 9197821040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTEN K BRANNOCK 1110 NAVAHO DRIVE 400 RALEIGH NC 27609 9365234 0 X WWW.RESOURCESFORSENIORS.COM X 1974 NC TO PROVIDE SERVICES SO THAT DISABLED AND OLDER ADULTS CAN MAINTAIN THEIR INDEPENDENCE. 10 10 111 131 0 0 8118428 9088519 202963 246216 30495 30499 0 0 8351886 9365234 0 0 0 0 4360085 4752539 0 0 0 4043690 4556620 8403775 9309159 -51889 56075 2058624 3564183 979394 2415613 1079230 1148570 X OUR MISSION IS TO PROVIDE HOME - AND COMMUNITY-BASED SERVICES SO THAT DISABLED AND SENIOR ADULTS CAN MAXIMIZE THEIR INDEPENDENCE FOR AS LONG AS POSSIBLE WHILE REMAINING IN THEIR HOMES. 0 0 3983414 HOME CARE: A PROGRAM SERVING PRIMARILY AT-RISK OLDER ADULTS AND ADULTS WITH DISABILITIES WHOSE DESIRE TO REMAIN AT HOME IS IMPEDED BY THEIR LACK OF ABILITY TO OBTAIN CARE AND SUPPORT FOR THEMSELVES FROM THE HUMAN SERVICES DELIVERY SYSTEM. THE PROGRAMS IN THIS AREA TARGET SUPPORTS FOR MODERATELY TO SEVERELY IMPAIRED INDIVIDUALS WHO NEED CARE MANAGEMENT, SERVICE COORDINATION AND/OR SERVICES TO REMAIN SAFELY IN THE COMMUNITY. A TOTAL OF 1,627 CLIENTS WERE SERVED DURING THE FISCAL YEAR.IN-HOME AIDE SERVICES: PERSONAL CARE, RESPITE, MEAL PREPARATION, AND HOME MANAGEMENT ASSISTANCE PROVIDED FOR FRAIL OLDER ADULTS BY TRAINED CERTIFIED NURSING ASSISTANTS. THE SERVICE ENABLES OLDER ADULTS TO REMAIN IN THE HOME SETTING AND OFTEN PROVIDES RESPITE HELP FOR FAMILY CAREGIVERS WHO HAVE FULL TIME RESPONSIBILITY FOR THE CARE OF AN ELDERLY SPOUSE OR OTHER FAMILY MEMBER. SERVICE COMPONENTS RANGE FROM ROUTINE HOME MANAGEMENT SUCH AS COOKING, CLEANING, SHOPPING, AND LAUNDRY, TO MORE DIRECT PERSONAL CARE ASSISTANCE SUCH AS BATHING, DRESSING, TOILETING, FEEDING, AMBULATION, AND EXERCISE. SOME SERVICES ARE ALSO PURCHASED FROM LOCAL HOME CARE CONTRACTORS. A TOTAL OF 189 CLIENTS WERE SERVED. 2070438 HOME MAINTENANCE: SKILLED STAFF, VOLUNTEERS AND CONTRACTORS PROVIDE MINOR AND MAJOR HOME REPAIRS SUCH AS REPAIRING LEAKS, BUILDING RAMPS, INSTALLING RAILINGS AND GRAB BARS, WEATHERIZING HOMES FOR ENERGY EFFICIENCY, REPAIRING/REPLACING HVAC SYSTEMS, REPAIRING/REPLACING ROOFS, AND OTHER SERVICES AIMED AT SUPPORTING THE HEALTH AND SAFETY OF RESIDENTS. THIS SERVICE TARGETS THE ELDERLY AND LOW-INCOME PERSONS. A TOTAL OF 419 CLIENTS WERE SERVED DURING THE FISCAL YEAR. 1217718 246216 ADULT DAY CARE: THE AGENCY HAS PROVIDED ADULT DAY CARE SINCE 1978 AND CURRENTLY OPERATES FOUR STATE-CERTIFIED CENTERS CALLED "TOTAL LIFE CENTERS." THE CENTERS ARE: RALEIGH TOTAL LIFE CENTER, BOND PARK TOTAL LIFE CENTER, GARNER TOTAL LIFE CENTER AND EAST WAKE TOTAL LIFE CENTER. THE PROGRAMS ARE NATIONALLY CARF ACCREDITED AND OFFER SUPERVISED ACTIVITIES AND CARE FOR OLDER ADULTS AND YOUNGER ADULTS WITH DISABILITIES. THE PROGRAM ALLOWS PARTICIPANTS TO REMAIN A PART OF THE COMMUNITY BY LIVING AT HOME - USUALLY WITH A CAREGIVER - WITH THE GOAL OF PREVENTING OR DELAYING INSTITUTIONALIZATION (LONG TERM CARE.) A PROFESSIONAL STAFF OFFERS AN ENRICHING ATMOSPHERE AND STIMULATING PROGRAMS FOR PARTICIPANTS. 92 PARTICIPANTS WERE SERVED. 1002460 SENIOR CENTERS: THE OBJECT OF THE SENIOR CENTER PROGRAM IS TO MEET THE SOCIAL, RECREATIONAL, EDUCATIONAL A ND WELLNESS NEEDS OF OLDER ADULTS IN ORDER TO ENCOURAGE THEIR INVOLVEMENT IN THE COMMUNITY, THE PREVENTION OF LONELINESS AND ISOLATION, AND TO MAINTAIN HEALTH AND LIFELONG LEARNING. THESE SERVICES ARE PROVIDED AT THE NORTHERN AND EASTERN WAKE SENIOR CENTERS, AND BY PROVIDING HUMAN SERVICES EFFORTS AT THE FOLLOWING CENTERS: FIVE POINTS CENTER AND ANNE GORDON CENTER IN RALEIGH, GARNER SENIOR CENTER, MORRISVILLE SENIOR CENTER, CARY SENIOR CENTER AND APEX SENIOR CENTER. A TOTAL OF 13,207 PARTICIPANTS WERE SERVED. 425720 ACCESS AND COMMUNITY EDUCATION: SERVICES INCLUDE INFORMATION AND ASSISTANCE, COMMUNITY EDUCATION AND OUTREACH, TRANSPORTATION, MEDS PHARMACY HEALTH PROMOTION, OPTIONS COUNSELING, FAMILY CAREGIVER SUPPORT PROGRAM, AND HEALTH PROMOTION/DISEASE PREVENTION EVIDENCE-BASED PROGRAMMING. 7,512 CLIENTS WERE SERVED ACROSS THIS RANGE OF PROGRAMS. 1428180 8699750 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X JERRY C BARE 9197131532 1110 NAVAHO DRIVE SUITE 400 RALEIGH NC 27609 KAYELILY MIDDLETON CHAIR 2.00 X 0 0 0 LOUANNE CASPAR VICE CHAIR 2.00 X 0 0 0 VIOLA BULLOCK SECRETARY 2.00 X 0 0 0 JOSEPH PARADISE TREASURER 2.00 X 0 0 0 MIRANDA STRIDER ALLEN BOARD MEMBER 1.00 X 0 0 0 KAREN HANKINS BOARD MEMBER 1.00 X 0 0 0 SHARON KILPATRICK BOARD MEMBER 1.00 X 0 0 0 HAL MELTON BOARD MEMBER 1.00 X 0 0 0 JIM TRULL BOARD MEMBER 1.00 X 0 0 0 MEIKE WIEST BOARD MEMBER 1.00 X 0 0 0 KRISTEN BRANNOCK PRESIDENT 40.00 X 102761 0 13633 JERRY BARE FINANCE DIRECTOR 40.00 X 90755 0 12422 193516 0 26055 1 0 0 0 THERMO DIRECT INC 134 DONMOOR COURT GARNER NC 27529 WEATHERIZATION 377601 CAROLINA WEATHERIZATION LLC 107 AGNEW COURT WAKE FOREST NC 27587 WEATHERIZATION 357074 SOUTHEASTERN HEALTHCARE PO BOX 46775 RALEIGH NC 27620 ADULT DAY CARE 251374 VICTORY HOME CARE 1100 LOGGER COURT H102 RALEIGH NC 27609 HOME CARE 225936 AROSA ACQUISITIONS LLC PO BOX 6858 CAROL STREAM IL 60197 HOME CARE 222152 14 8962820 125699 9088519 PROGRAM FEES 624100 246216 246216 246216 25499 25499 5000 0 5000 5000 5000 9365234 246216 0 30499 X 219575 70267 149308 3517982 3369074 148908 53125 50684 2441 667148 636493 30655 294709 271081 23628 41467 41467 2343 2343 2699322 2630610 68712 78092 77692 400 152482 118075 34407 386876 365304 21572 38438 38437 1 181 181 35289 35289 81756 53843 27913 PROGRAM SUPPLIES 715618 715648 -30 CLIENT MEALS AND TRANSP 256777 256534 243 VEHICLE OPERATIONS 12309 11552 757 MAINTENANCE AND REPAIRS 11154 6728 4426 44516 27728 16788 9309159 8699750 609409 0 430982 238692 30094 5096 962948 1147112 46079 42776 53839 45710 566355 487123 61417 79232 470098 512516 3167 1493049 2058624 3564183 858800 601298 120594 195555 0 1618760 979394 2415613 X 969349 1116738 109881 31832 1079230 1148570 2058624 3564183 56075 13265 0 X 0 1 X 1 1 1 X 8043274 7802522 7570846 8118428 9088519 40623589 8043274 7802522 7570846 8118428 9088519 40623589 40623589 17889 11843 13206 30495 25499 98932 40722521 1050824 0.99760 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67137 53789 13348 309124 278570 30554 190094 154764 35330 79232 OPERATING LEASE ASSET 1489882 DEPOSITS 3167 1493049 OPERATING LEASE LIABILITY 1618760 1618760 X 9776173 13265 400017 413282 9362891 2343 2343 9365234 9706833 400017 400017 9306816 2343 2343 9309159 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE COMPLETED FORM 990 IS RECEIVED FROM THE ORGANIZATION'S CPA FIRM, THE RETURN IS REVIEWED BY THE EXECUTIVE/INVESTMENT COMMITTEE AND SENT TO ALL BOARD MEMBERS. IF THERE ARE QUESTIONS, THE COO WILL CORRESPOND WITH THE CPA FIRM. ONCE ALL ISSUES ARE RESOLVED THE FORM 990 IS SIGNED BY AN OFFICER AND FILED WITH THE IRS IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THE ACCOUNTING DEPARTMENT REVIEWS ALL TRANSACTIONS TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS ADHERED TO. MANAGEMENT ALSO REVIEWS TRANSACTIONS TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS NOT VIOLATED. FORM 990, PART VI, SECTION B, LINE 15 A SALARY STUDY OF EXECUTIVE DIRECTOR COMPENSATION WAS COMPLETED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE LEADERSHIP TRANSITION INVOLVING A NEW EXECUTIVE DIRECTOR IN DECEMBER OF 2014. THIS COMMITTEE VOTED AND APPROVED OF THE SALARY STRUCTURE FOR THE EXECUTIVE DIRECTOR AND IT WAS AFFIRMED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE IN ITS ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES - MANAGED CARE: PROGRAM SERVICE EXPENSES 2,591,605. MANAGEMENT AND GENERAL EXPENSES 380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,591,985. OTHER FEES: PROGRAM SERVICE EXPENSES 39,005. MANAGEMENT AND GENERAL EXPENSES 68,332. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,337.