2025-04-10T10:55:32-07:00 2024-06-30 431403519 McBride Lock & Associates LLC 4151 N Mulberry Dr Suite 275 Kansas City MO 64116 990 2023-07-01 431159115 AREA AGENCY ON AGING REGION X AREA 4177817562 PO Box 3990 Joplin MO 64804 Jennifer Shotwell Chief Executive Officer 4177817562 2025-04-07 1 1 Matthew Brickey P02380487 8162214559 2025-04-07 X 2023 2025-03-06 01:10:19Z Jennifer Shotwell 531 E 15th Joplin MO 64804 5330282 0 X www.aaaregionx.org X 1978 MO Enable Missourians in Jasper, Newton, McDonald, and Barton counties to remain in their homes as long as possible and enhance their quality of life through social and nutritional services. 4 4 85 300 0 0 3517334 4171120 1089484 1159162 0 0 0 0 4606818 5330282 499887 437302 0 0 1952618 2076369 0 0 0 1803032 2228872 4255537 4742543 351281 587739 1958509 2795154 751320 1000226 1207189 1794928 Enable Missourians in Jasper, Newton, McDonald, and Barton counties to remain in their homes as long as possible and enhance their quality of life through social and nutritional services. 0 0 3074339 0 971319 Nutrition programs: In accordance with the Older Americans Act, we served over 359,407 nutritious congregate and home-delivered meals in the four county area. 610467 248673 0 Supportive services: In accordance with the Older Americans Act, we provided 79,689 units of service with supportive services programs in the four county area. 227678 44354 0 Family Caregiver: In accordance with the Older Americans Act, we gave over 2,487 units of service within the Family Caregiver program in the four county area. 577223 60075 179375 Special Projects: MIPPA, Fundraising, CDC Vaccine Access, CDSME, HDM Expansion, Adult Protective Services, Parkwood, Give 5, Medicaid Reassessments, Senior Services Growth & Development, Region M Waste 79590 45000 0 Ombudsman 39200 39200 8374 Disease Prevention 696013 144275 187749 4608497 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 85 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jennifer Shotwell 4177817562 531 E 15th Joplin MO 64804 Nancy Raines Chief Financial Officer 40 0 X 95142 0 31242 Jennifer Shotwell Chief Executive Officer 40 0 X 92742 0 29555 Kelly Samuel Chief Financial Officer 40 0 X 32789 0 4984 David Johnson Secretary 5 0 X 0 0 0 John Bartosh Chairman 5 0 X 0 0 0 Bryan Hall Director 5 0 X 0 0 0 Daniel Swem Director 5 0 X 0 0 0 220673 0 65781 0 0 0 0 0 0 0 0 0 2900945 1270175 106065 4171120 Program Income 900099 234368 234368 0 0 Medicaid reimbursements 900099 924794 924794 0 0 0 0 0 0 1159162 0 0 0 0 0 0 5330282 1159162 0 0 437302 437302 220673 148799 71874 0 1463569 1463569 0 0 236549 235943 606 0 155578 148941 6637 0 284445 279140 5305 0 74143 72620 1523 0 91045 89559 1486 0 40540 37405 3135 0 111670 87312 24358 0 55717 53979 1738 0 Raw food 1260793 1260793 0 0 Repairs/maintenance 112639 111962 677 0 Donated food supplies 106065 106065 0 0 Home delivered costs 28272 28272 0 0 63543 46836 16707 0 4742543 4608497 134046 0 741797 1011111 329308 521586 72751 80286 5514 6780 2193272 1017881 809139 1175391 1958509 2795154 443287 356510 308033 643716 0 0 751320 1000226 X 853972 1232681 353217 562247 1207189 1794928 1958509 2795154 587739 0 0 0 0 0 X 0 1 X 1 1 1 X 3156812 2971980 2378733 3517334 4171120 16195979 3156812 2971980 2378733 3517334 4171120 16195979 16195979 16195979 3523414 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 163000 163000 0 844014 146790 697224 0 0 0 0 0 1186258 871091 315167 0 0 0 0 1175391 0 0 X 5930543 0 600261 0 0 600261 5330282 0 0 0 5330282 5342804 600261 0 0 0 600261 4742543 0 0 0 4742543 Schedule D, Part X, Line 2 As required by FASB ASC No. 740, Income Taxes, the Agency evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the Agency's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; no disclosures of uncertain tax positions are required. 1 OATS 2501 Maguire Blvd Columbia MO 65201 430106961 501(c)3 85000 Transportation Charlotte's Angels 211 Main Joplin MO 64801 263360435 56291 In-Home, Respite Council of Churches of the Ozarks 627 N Glenstone Springfield MO 65808 430903657 501(c)3 45000 Ombudsman Integrity Health Care PO Box 53623 Pittsburgh PA 15253 431875357 40633 In-Home, Respite Grace Foot Clinic PO Box 1572 Nixa MO 65714 300397832 30826 Health promotion/disease prevention Truman Area Transportation 1104 Broadway Lamar MO 64759 436000205 City 28859 Transportation St Paul's Methodist Church 2423 W 26th Joplin MO 64804 431149608 Church 23752 Homebound shopping Haven Home Care LLC 850 N 25th Street Ozark MO 657218033 810806948 8166 In-home Carthage Police Department 326 Grant Street Carthage MO 64836 446000157 City 8039 Transportation 5 4 Schedule I, Part I, Line 2 Organizations that have contract or vendor relationships must submit monthly invoices. Those with vendor relationships have been authorized by the program coordinator each month. Contractors are authorized to submit billings for 1/12th of the annual contract amount each month. All organizations are monitored and must provide documentation to verify totals and to ensure they are in compliance with the terms of their respective agreements. X 22 106065 FMV 0 0 1 0 Form 990, Part VI, Section B, Line 11b The Chief Executive Officer and Administrative Services Director review the information and verify the form for accuracy and completeness. The information is then presented to the Board of Directors. The Board reviews and approves all financial statements and the Form 990. Form 990, Part VI, Section B, Line 12c All key employees and directors are asked to disclose any information that could be a conflict of interest. This is done prior to signing any contracts or grant agreements. Form 990, Part VI, Section B, Line 15 The Chief Executive Officer, Administrative Services Director, and the Program Director review annual evaluations and funds available and make recommendations to the Board of Directors. The Administrative Services Director does a comparative study of compensation levels at similar organizations in the area and presents this information to the Board of Directors. The Board of Directors reviews this information and approves, reviews, or denies the proposed level of compensation. Form 990, Part VI, Section C, Line 19 We provide periodic financial reports, finances of the agency, annual audit, minutes of the Board, code of ethics and whistleblower policy, conflict of interest policy, copies of the Board's Good Governance plan, etc. to any person who requests this information. They are on file at the central office for inspection Monday-Friday 9:00 am. to 4:00 p.m.