2024-11-14T17:00:58-06:00 2023-12-31 251616561 S R SNODGRASS PC 2009 MACKENZIE WAY SUITE 340 CRANBERRY TOWNSHIP PA 16066 990 2023-01-01 251643564 SOUTHWESTERN PENNSYLVANIA PARTNERSHIP FOR AGING SOUT 4124676564 1323 FREEDOM ROAD CRANBERRY TWP PA 16066 ELIZABETH MULVANEY PRESIDENT 4124676564 2024-11-14 1 1 DANELLE R STEWART CPA P00535522 7249340344 2024-11-14 2023 2024-10-15 13:58:12Z ELIZABETH MULVANEY 750 JEFFERSON DRIVE PITTSBURGH PA 15229 954323 0 X SWPPA.ORG X 1990 PA TO POSITIVELY INFLUENCE AGING PUBLIC POLICY, IMPROVE THE AGING PROGRAM DELIVERY SYSTEM, AND IMPROVE THE QUALITY OF LIFE FOR OLDER ADULTS BY FOSTERING INDEPENDENCE AND CONTROL OVER LIFE SITUATIONS FOR AS LONG AS POSSIBLE. 17 17 2 78 0 0 436894 914658 18315 39595 44 70 0 0 455253 954323 0 0 0 0 0 53940 0 0 0 370645 518319 370645 572259 84608 382064 447918 825034 13207 8259 434711 816775 X THE PRIMARY PURPOSES OF THE ORGANIZATION ARE TO INCLUDE MULTI-DISCIPLINARY, REGIONAL-WIDE NETWORKING AND COLLABORATION IN WESTERN PENNSYLVANIA, CONSUMER AND PROFESSIONAL EDUCATION, DISSEMINATION OF A BROAD RANGE OF INFORMATION REGARDING AGING, APPLIED RESEARCH BASED ON BEST PRACTICE MODELS, POLICY DEVELOPMENT AND IMPLEMENTATION, AND ADVOCACY. 0 0 8285 39595 HELD ANNUAL CONFERENCE PROVIDING EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS AND OTHER REGIONAL LEADERS IN NEW POLICY CHANGES FROM THE STATE. 504707 WORKED WITH COMMMUNITIES TO IDENTIFY POLICIES, SERVICES, & STRUCTURES RELATED TO PHYSICAL AND SOCIAL ENVIRONMENT THAT HELP OLDER ADULTS AND CITIZENS LIVE SAFE HEALTHY & ENGAGED LIVES. 512992 1 1 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 0 1 25 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X COLEMAN SCHWARTZ 4124676564 1323 FREEDOM ROAD CRANBERRY TWP PA 16066 X KIMBERLY MADDOX BOARD MEMBER 0.75 X 0 0 0 EMILY JAFFE BOARD MEMBER 0.75 X 0 0 0 MARY HARRIS BOARD MEMBER 1.00 X 0 0 0 LINDA DOMAN PAST PRESIDENT 2.50 X 0 0 0 ANTHONY TURO VICE PRESIDENT 1.25 X X 0 0 0 PAUL WINKLER BOARD MEMBER 1.00 X 0 0 0 SHANNON MILLER BOARD MEMBER 0.75 X 0 0 0 ELIZABETH MULVANEY PRESIDENT 3.75 X X 0 0 0 KIMBERLY PIRILLA-SCALISE BOARD MEMBER 1.00 X 0 0 0 BILL MCDOWELL BOARD MEMBER 1.00 X 0 0 0 DEBRA MCCARTHY-ARNONE BOARD MEMBER 1.00 X 0 0 0 JEFFREY CARRAWAY TREASURER 1.50 X X 0 0 0 PATRICIA EMBREE SECRETARY 1.75 X X 0 0 0 JENNIFER BLATZ BOARD MEMBER 1.25 X 0 0 0 KIMBERLY HALL BOARD MEMBER 0.25 X 0 0 0 KAREN HOCHBERG BOARD MEMBER 1.00 X 0 0 0 JILL YESKO DIANA BOARD MEMBER 1.00 X 0 0 0 JUDE HAZARD BOARD MEMBER 1.50 X 0 0 0 0 0 0 0 0 0 0 0 1346 29405 883907 914658 MEETINGS REVENUE 624100 39595 39595 39595 70 70 954323 39595 0 70 X 42712 42712 11228 11228 150 150 20304 20304 430811 420767 10044 26708 24167 2541 3222 3035 187 25123 3719 21404 7117 2769 4348 DEMENTIA-FRIENDLY WORK 2600 2600 MISCELLANEOUS 2284 1995 289 572259 512992 59267 0 430918 751034 0 57000 17000 17000 447918 825034 642 2209 12565 6050 13207 8259 X 156644 192982 278067 623793 434711 816775 447918 825034 382064 0 X X 1 X 0 0 0 X 39166 330786 328038 436894 914658 2049542 39166 330786 328038 436894 914658 2049542 1365428 684114 24 37 43 44 70 218 2049760 136141 0.33380 0.31910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17000 667 667 17000 17000 597 597 17000 17000 574 574 17000 17000 578 578 17000 17000 563 563 17000 1 0 0 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. DURING 2023, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2020 REMAIN OPEN. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY OFFICERS AND DISTRIBUTED TO DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS, STAFF, AND CERTAIN VOLUNTEERS. A VOLUNTEER IS COVERED UNDER THIS POLICY IF THAT PERSON HAS BEEN GRANTED SIGNIFICANT INDEPENDENT DECISION MAKING AUTHORITY WITH RESPECT TO FINANCIAL OR OTHER RESOURCES OF THE ORGANIZATION. PERSONS COVERED UNDER THIS POLICY ARE REFERRED TO AS "INTERESTED PARTIES." AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONNAIRE TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS OR HER ASSOCIATION WITH SWPPA AND SHALL BE UPDATED ANNUALLY THEREAFTER. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. ANY CONFLICTS SHALL BE REPORTED TO THE PRESIDENT (CHAIRMAN). THE PRESIDENT (CHAIRMAN), IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. AN INTERESTED PARTY WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANYWAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION MAKING OF SWPPA WITH RESPECT TO SUCH ACTION OR TRANSACTION. THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS MAY APPROVE THE PROPOSED ACTION OR TRANSACTION UPON FINDING THAT IT IS IN THE BEST INTERESTS OF THE CORPORATION. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO SWPPA AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL BE BY VOTE OF A MAJORITY OF DIRECTORS IN ATTENDANCE AT A MEETING AT WHICH A QUORUM IS PRESENT. AN INTERESTED PARTY SHALL NEITHER BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT NOR FOR PURPOSES OF DETERMINING WHAT CONSTITUTES A MAJORITY VOTE OF DIRECTORS IN ATTENDANCE. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION BY THE INTERESTED PARTY. FORM 990, PART VI, SECTION C, LINE 19 INSPECTION AT PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 315,257. MANAGEMENT AND GENERAL EXPENSES 10,044. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 325,301. EVALUATION: PROGRAM SERVICE EXPENSES 13,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,500. AGE FRIENDLY EXECUTIVE DIRECTOR: PROGRAM SERVICE EXPENSES 92,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,010. PART XII, LINE 1 THE ORGANIZATION USES THE MODIFED CASH BASIS AS ITS ACCOUNTING METHOD.