2025-02-20T11:48:23-06:00 2024-06-30 930428202 MOLATORE SCROGGIN PETERSON & CO LLP 824 PINE STREET KLAMATH FALLS OR 97601 990 2023-07-01 930577208 KLAMATH LAKE COUNTIES COUNCIL ON AGING KLAM 5418837171 404 MAIN STREET STE 6 KLAMATH FALLS OR 97601 PHYLIS K ESTES EXECUTIVE DIRECTOR 5412055400 2025-02-20 1 0 RAYMOND LANG P01671070 5418844164 X 2023 2025-03-06 01:10:19Z PHYLIS K ESTES 404 MAIN STREET STE 6 KLAMATH FALLS OR 97601 1409348 0 X N/A X 1969 OR TO ENSURE THAT THE OLDER POPULATION, LOW-INCOME, MINORITY GROUPS AND THOSE WITH DISABILITIES WITHIN KLAMATH AND LAKE COUNTIES HAVE THE OPPORTUNITY FOR PURSUING CHOICES, INDEPENDENCE, DIGNITY AND QUALITY OF LIFE. 6 5 7 0 62 0 1550446 1409286 0 0 68 62 0 0 1550514 1409348 715008 709570 0 0 341127 399431 0 0 0 390503 389048 1446638 1498049 103876 -88701 650070 479738 196834 115203 453236 364535 X THE MISSION OF KLAMATH BASIN SENIOR CITIZENS' COUNCIL IS TO ENSURE THAT THE ODLER POPULATION, LOW-INCOME MINORITY GROUPS AND PEOPLE WITH DISABILITIES WITHIN KLAMATH AND LAKE COUNTIES HAVE THE OPPORTUNITY FOR PURSUING CHOICES, INDEPENDENCE, DIGNITY AND QUALITY OF LIFE. WE TARGET SERVICES TO SENIORS, LOW-INCOME FAMILIES AND DISABLED HOUSEHOLDS WITH THE GREATEST SOCIAL AND ECONOMIC NEED. WE IMPROVE OUR SERVICES AND PROGRAMS THROUGH ON-GOING MONITORING AND ASSESSMENT TO ENSURE THAT THEY MEET THE SPECIFIC NEEDS OF CLIENTS. 0 0 1397590 709570 SPECIAL PROGRAMS ON AGING: DEVELOPED, STRENGTHENED AND CARRIED OUT ACTIVITIES FOR PREVENTION AND TREATMENT OF ELDER ABUSE, NEGLECT AND EXPLOITATION; DESIGNED AND IMPLEMENTED PROGRAMS FOR PERIODIC PREVENTIVE HEALTH CARE SERVICES; SUPPORTED NUTRITION SERVICE SYSTEMS; PROVIDED SUPPORT FOR OTHER APPROPRIATE NUTRITION SERVICES FOR OLDER AMERICANS; PROVIDED FOR IN-HOME SERVICES TO FRAIL OLDER INDIVIDUALS; AND PREVENTED THE INAPPROPRIATE INSTITUTIONALIZATION OF OLDER ADULTS. 1397590 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 0 0 0 0 0 0 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X KIM ESTES 5412055400 404 MAIN ST STE 6 KLAMATH FALLS OR 97601 RON MOE PRESIDENT 1.00 X X 0 0 0 JOHN EFFINGHAM VICE PRESIDENT 1.00 X X 0 0 0 ERNIE PALMER DIRECTOR 1.00 X 0 0 0 LINDA NELSON TREASURER 1.00 X X 0 0 0 SCOTT ALLEN DIRECTOR 1.00 X 0 0 0 PHYLIS KIM ESTES EXECUTIVE DIRECTOR 40.00 X 0 49817 0 0 49817 0 0 0 0 0 0 1395428 13858 1409286 62 62 1409348 0 62 0 X 709570 709570 49817 49817 296187 272989 23198 24225 22373 1852 29202 27085 2117 18775 2881 15894 300724 300724 675 79 596 132 132 19303 19303 4844 4844 1172 1172 5250 5250 7867 7867 VOLUNTEER EXPENSE 9250 9250 LICENSES,TAXES,AND FEES 7037 480 6557 TELEPHONE 6231 6231 SUPPLIES 4980 717 4263 2808 1625 1183 1498049 1397590 100459 0 295095 223304 305786 230376 27235 19058 13427 8177 35762 17881 650070 479738 176709 115203 20125 0 196834 115203 X 453236 364535 453236 364535 650070 479738 -88701 0 X 0 1 X 0 1 1 X 973636 1088017 1125045 1550446 1409286 6146430 973636 1088017 1125045 1550446 1409286 6146430 6146430 34 162 53 68 62 379 6146809 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15316 13047 2269 11919 6011 5908 8177 X 1409348 0 1409348 0 1409348 1498049 0 1498049 0 1498049 PART X, LINE 2: THE ORGANIZATION IMPLEMENTED ASC TOPIC 842 AS REQUIRED DURING THE 2023 FISCAL YEAR AND APPLIED RETROACTIVE RECOGNITION. THE ORGANIZATION HAS ALEASE AGREEMENT FOR OFFICE SPACE FOR FIVE YEARS FROM JULY 1, 2020 TO JUNE 30, 2025. THE LEASE CALLS FOR INITIAL MONTHLY PAYMENTS OF $1,535 AND IS SUBJECT TO AN ANNUAL BASE RENT ADJUSTMENT OF 3% ON THE ANNIVERSARY DATE EACH YEAR OF THE LEASE. TOTAL LEASE PAYMENTS FOR THE YEARS ENDED JUNE 30,2024 AND 2023 WAS $20,125 AND $19,539,RESPECTIVELY. 0 LAKE COUNTY SENIOR CITIZENS 11 N G STREET LAKEVIEW OR 97630 930818125 501(C)(3) 64051 0 COST SPECIAL PROGRAMS ON AGING SENIORS, AND PROVIDE IN-HOME SERVICES TO THOSE IN NEED. KLAMATH BASIN SENIOR CITIZENS' CENTER 2045 ARTHUR STREET KLAMATH FALLS OR 97603 460716639 501(C)(3) 612116 0 COST SPECIAL PROGRAMS ON AGING SENIORS, AND PROVIDE IN-HOME SERVICES TO THOSE IN NEED. COUNCIL ON AGING OF CENTRAL OREGON 373 NE GREENWOOD AVE BEND OR 97701 930661229 501(C)(3) 33403 0 COST SPECIAL PROGRAMS ON AGING SENIORS, AND PROVIDE IN-HOME SERVICES TO THOSE IN NEED. SCHEDULE I ALL CONTRACTED AGENCIES ARE MONITORED THROUGH MONTHLY BILLINGS AND DATA INPUT. THE AGENCIES ARE GRANTED FUNDS THROUGH A REQUEST FOR PROPOSALS PROCESS FOR OUR FEDERAL AND STATE FUNDING THAT IS ALLOCATED TO OUR AGENCY. MONTHLY BILLING IS RECEIVED FROM CONTRACTED AGENCIES THAT WERE APPROVED THROUGH THIS PROCESS. THE BILLING MUST STATE HOW MANY CLIENTS WERE SERVED AND HOW MUCH IS REQUESTED FOR THAT INVOICE. THE FISCAL MANAGER REVIEWS EACH REQUEST AND APPROVES OR DENIES PAYMENT. IF APPROVED, THE FISCAL MANAGER SENDS IT TO THE EXECUTIVE DIRECTOR FOR FINAL APPROVAL. EACH INVOICE MUST HAVE HOW MANY CONSUMERS WERE SERVED AND HOW MUCH IS REQUESTED FOR THAT MONTH. OUR DATA SPECIALIST THEN PUTS INFORMATION INTO THE STATE DATABASE AND THE FISCAL MANAGER SENDS THE APPROVED REPORT TO THE STATE UNIT ON AGING (148-150) FOR REIMBURSEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED AT A BOARD MEETING FOR EVALUATION BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONDUCTS AN ANNUAL UPDATE TO MONITOR CONFLICT OF INTEREST ACTIVITY AND ENFORCE COMPLIANCE OVER ANY ISSUES THAT MAY OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF UPPER MANAGEMENT AND KEY EMPLOYEES IS EVALUATED BY THE BOARD AND APPROVED BY THE BOARD. THE COMPENSATION IS BASED ON THE MARKET WAGE FOR THE RESPECTIVE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGAINZATION MAKES THE 990 RETURN AND OTHER DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTS: PROGRAM SERVICE EXPENSES 300,724. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300,724.