2024-05-15T11:36:07+00:00 2023-06-30 350921680 CROWE LLP 135 N Pennsylvania Street Suite 200 Indianapolis IN 462042407 990 2022-07-01 351859069 CICOA Foundation Inc CICO 3172545465 8440 Woodfield Crossing Blvd 175 Indianapolis IN 46240 Tauhric Brown President 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 735738 false X https://cicoa.org/donate-now/ X 1992 IN The mission of the CICOA Foundation is to fund and support the mission of CICOA Aging & In-Home Solutions: Empowering older adults, those of any age with a disability and family caregivers to achieve the greatest possible independence, dignity and quality of life. 7 7 0 42 0 0 622785 546553 0 0 -13900 52912 50108 83461 658993 682926 416230 863259 0 243264 386795 0 0 530363 112747 143568 772241 1393622 -113248 -710696 3111748 2573823 206305 406198 2905443 2167625 CICOA Foundation, Inc.'s general purpose is to develop, implement, and/or assist projects and programs for the benefit of older persons or so-called Senior Citizens with respect to the economic, social, health and nutrition, housing, transportation, employment, education, recreation and other problems peculiar to the aging and aged. The Foundation primarily supports the programs of CICOA Aging & In-Home Solutions, Inc. false false 863259 863259 0 THE SUPPORT PROVIDED BY CICOA FOUNDATION, INC. TO CICOA AGING & IN-HOME SOLUTIONS ALLOWS THE AGENCY TO PROVIDE IN-HOME SERVICES TO SENIORS AND ADULTS WITH DISABILITIES INCLUDING ATTENDANT CARE, HOME HEALTH AIDE, AND HOME DELIVERED MEALS. THE SUPPORT OF CICOA FOUNDATION, INC. HELPED PROVIDE ASSISTANCE FOR OVER 63,673 MEALS SERVED AT 24 NEIGHBORHOOD MEAL SITES. PROVIDED OVER $112,500 FOR TRANSPORTATION TRIPS. PROVIDED OVER $139,048 FOR SAFE AT HOME AND HOME MODIFICATION PROJECTS HELPING 19 CLIENTS FOR SAFE AT HOME AND 46 CLIENTS RECEIVED HOME MODIFICATIONS. PROVIDED OVER $48,335 FOR CLIENT ASSISTANCE. 863259 true true false false false false false false true true false false false false true false true false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true X 0 0 0 false false false false false true true false false false false false false X 7 7 false false false false false false false true true false false true true true true true true false false false IN X Michael Johnson 3178036028 8440 WOODFIELD CROSSING BLVD Indianapolis IN 46205 X KATHY FRANK Operating Board Chair 1.0 X X 0 0 0 Laura Haynes Chair 1.0 X X 0 0 0 Sarah Crist Vice Chair 1.0 X X 0 0 0 Wess Jackson Secretary/Treasurer 1.0 X X 0 0 0 AMY WEBB BOARD MEMBER (BEGINNING AUG 2022) 1.0 X 0 0 0 FLESNER MARK BOARD MEMBER 1.0 X 0 0 0 Tauhric Brown President & CEO 1.0 X 0 0 0 0 0 0 0 false false false 0 1100 545453 546553 0 0 0 0 0 20682 20682 0 0 32230 0 0 0 32230 0 32230 32230 136273 1100 52812 83461 83461 0 0 0 0 0 682926 0 0 136373 863259 863259 310141 310141 6950 6950 46737 46737 22967 22967 773 773 73243 0 0 73243 43772 43772 601 601 6910 6910 4030 4030 453 453 Equipment & maintenance 4943 4943 Community Awareness 2843 2843 Education & Seminars 5755 5755 245 0 0 245 1393622 863259 0 530363 107512 90275 1540248 1445940 273260 25604 0 0 0 0 3161 3161 0 0 1182643 989331 0 0 8085 22673 3111748 2573823 206305 379698 26500 0 0 0 0 206305 406198 X 2905443 2167625 2905443 2167625 3111748 2573823 -710696 -27122 0 X false true X true false X 694043 1574630 1034104 711357 546553 4560687 0 0 694043 1574630 1034104 711357 546553 4560687 772960 3787727 31097 18548 13537 208 52912 116302 0 0 0 0 0 0 0 0 0 0 0 0 4676989 0 0.8099 0.7152 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1177643 -32230 1145413 1191752 -14109 1177643 886291 305461 1191752 887468 -1177 886291 852157 35311 887468 0.4924 0.3236 0.184 false false 3161 3161 0 0 0 X Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds 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. (a related organization for purposes of the audited financial statements and unrelated for purposes of the tax return). 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 only 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. 18 HOLES FOR HOPE 48298 1100 47198 10173 SAFE AT HOME 37025 37025 10853 3 52050 52050 31786 137373 1100 136273 52812 52812 83461 true CICOA AGING & IN HOME SOLUTIONS INC 8440 WOODFIELD CROSSING BLVD STE 175 INDIANAPOLIS IN 46240 351310387 501(C)(3) 863259 0 N/A N/A PROGRAM ASSISTANCE 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. CICOA Aging & In-Home Solutions, Inc. is a 501(c)(3) organization. CICOA Foundation raises restricted Funding to be released to CICOA Aging & In-Home Solutions, Inc. Because of this arrangement, CICOA Foundation does monitor the use of the Funds. Form 990, Part V, Line 2a Common Paying Agent for Employees CICOA AGING & IN-HOME SOLUTIONS, INC. EIN 35-1310387 IS THE COMMON PAYING AGENT FOR CICOA FOUNDATION, INC. THEREFORE, ALL APPLICABLE IRS PAYROLL TAX COMPLIANCE FILINGS ARE REPORTED BY CICOA AGING & IN-HOME SOLUTIONS, INC. ON BEHALF OF CICOA FOUNDATION, INC. CICOA FOUNDATION, INC. HAS 3 EMPLOYEES. Form 990, Part VI, Line 15 Process to establish compensation CICOA Foundation, Inc. did not compensate its top management official during the tax year or any of its other officers or key employees during the tax year. CICOA Foundation, Inc.'s top management official is paid by an affiliated party. Form 990, Part VI, Line 1a Delegate broad authority to a committee The officers of the Corporation, when elected by the Board of Trustees, shall constitute an Executive Committee. The Executive Committee shall exercise all the responsibilities, authority and duties that are delegated or assigned to it by the Board of Trustees. 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, Officer and Employee signs a conflict of interest policy annually stating any actual or potential conflicts of interest. The statements are reviewed and monitored by the VP of the organization. If a conflict is noted, the VP 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 19 Required documents available to the public FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. 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.