2026-01-13T15:58:01-06:00 2025-03-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-04-01 751085555 SENIOR CITIZENS OF GREATER DALLAS INC SENI 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 STACEY MALCOLMSON PRESIDENT & CEO 2148235700 2026-01-13 1 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z THE SENIOR SOURCE STACEY MALCOLMSON 3910 HARRY HINES BLVD DALLAS TX 75219 10367865 0 X WWW.THESENIORSOURCE.ORG X 1961 TX TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 38 38 74 3001 0 0 6868306 6749516 38234 93212 126407 149993 -31996 -54975 7000951 6937746 936301 519548 0 0 4522519 4772343 0 0 831667 2153747 2363928 7612567 7655819 -611616 -718073 11036481 10478719 342060 442390 10694421 10036329 X TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 1 0 1219789 73175 ELDER FINANCIAL SAFETY CENTER - THE ELDER FINANCIAL SAFETY CENTER IS A COLLABORATION BETWEEN THE SENIOR SOURCE, THE DALLAS COUNTY D.A.'S OFFICE AND THE PROBATE COURTS TO ENSURE THE FINANCIAL SAFETY OF OLDER ADULTS THROUGH PREVENTION, PROSECUTION AND PROTECTION SERVICES. THE SENIOR SOURCE PROVIDES THE PREVENTION SERVICES THROUGH THE ELDER FINANCIAL SAFETY CENTER. 7,246 INDIVIDUALS RECEIVED PREVENTION SERVICES IN THE AREAS OF INSURANCE COUNSELING, FINANCIAL COUNSELING, CONSUMER CREDIT COUNSELING, EMPLOYMENT, MONEY MANAGEMENT AND FINANCIAL SUPPORT. ADDITIONALLY, MORE THAN 10,000 INDIVIDUALS WERE EDUCATED ON THE SERVICES OF THE ELDER FINANCIAL SAFETY CENTER, FRAUDS AND SCAMS PREVENTION AND RECOVERY, AND ENSURING FINANCIAL SECURITY. 56% OF CLIENTS RECEIVING PREVENTION SERVICES INCREASED THEIR INCOME OR DECREASED THEIR EXPENSES WITH A TOTAL FINANCIAL IMPACT OF $20.9M. 864962 LONG TERM CARE OMBUDSMAN PROGRAM - NURSING HOME AND ASSISTED LIVING FACILITY RESIDENTS IN DALLAS COUNTY RECEIVED INFORMATION AND NEEDED ASSISTANCE FROM CERTIFIED OMBUDSMAN STAFF AND VOLUNTEERS IN 77 NURSING HOMES AND 183 ASSISTED LIVING FACILITIES. OMBUDSMEN ADRESSED 1,068 COMPLAINTS RELATED TO STAFFING SHORTAGES, SUBSTANDARD CARE, UNANSWERED CALL BUTTONS, MEDICATION MISMANAGEMENT, UNSANITARY CONDITIONS, AND OTHER CRITICAL ISSUES. STAFF AND VOLUNTEER OMBUDSMAN WORKED WITH RESIDENTS, FACILITY STAFF AND FAMILIES TO RESOLVE COMPLAINTS RECEIVED. OMBUDSMAN WERE ABLE TO RESOLVE 84% OF THE COMPLAINTS TO THE RESIDENT'S COMPLETE SATISFACTION, EXCEEDING THE NATIONAL GOAL OF 70% OF COMPLAINT RESOLUTION. ADDITIONALLY, 1,879 FRIENDLY VISITOR VOLUNTEERS BROUGHT THE COMMUNITY INTO NURSING HOMES THROUGH INDIVIDUAL VISITATION, GROUP PARTIES, AND OTHER SOCIAL ACTIVITIES TO REDUCE THE ISOLATION AND LONELINESS RESIDENTS EXPERIENCE. 863889 FOSTER GRANDPARENT PROGRAM - 102 LOW-INCOME OLDER ADULTS IN DALLAS AND COLLIN COUNTIES TYPICALLY SERVE 15 TO 40 HOURS A WEEK WITH SPECIAL NEEDS CHILDREN AT DAY CARE CENTERS SERVING CHILDREN WITH SPECIAL NEEDS AND MEDICAL CARE FACILITIES PROVIDING MORE THAN 65,000 HOURS OF SPECIAL ATTENTION. CHILDREN WITH EXCEPTIONAL NEEDS BENEFIT FROM THE ATTENTION OF THE FOSTER GRANDPARENTS, AND THE LIVES OF THE GRANDPARENT VOLUNTEERS ARE ENRICHED IN KNOWING THEY ARE NEEDED AND CAN MAKE A DIFFERENCE IN THE LIVES OF THE CHILDREN. 98% OF VOLUNTEERS FELT AN INCREASED SENSE OF PURPOSE AS VOLUNTEERS. 454270 CAREGIVER SUPPORT PROGRAM - 2,645 OLDER ADULTS AND FAMILY CAREGIVERS RECEIVED SUPPORTIVE COUNSELING, INFORMATION AND RESOURCES TO HELP NAVIGATE THE CHALLENGES OF AGING AND CARING FOR AGING LOVED ONES. 86% OF CAREGIVERS REPORTED A DECREASE IN STRESS AFTER CONNECTING WITH THE PROGRAM AND TRAINED STAFF. THE PROGRAM ALSO FACILITATES MULTIPLE CAREGIVING SEMINARS AND SUPPORT GROUPS IN ENGLISH AND SPANISH EACH YEAR. 637785 SENIOR COMPANION PROGRAM - 65 LOW-INCOME SENIOR COMPANIONS IN DALLAS AND COLLIN COUNTIES PROVIDED VIRTUAL AND IN-PERSON ASSISTANCE TO 642 FRAIL ELDERLY INDIVIDUALS. COMPANIONS SERVING VIRTUALLY MADE SUPPORTIVE CALLS AND DELIVERED MEALS ON WHEELS, THOSE SERVING IN PERSON CAN ACCOMPANY CLIENTS TO MEDICAL APPOINTMENTS AND THE GROCERY STORE, ASSIST WITH RESPITE CARE, PREPARE MEALS, AS WELL AS PROVIDE NEEDED COMPANIONSHIP. 88% OF VOLUNEERS INCREASED THEIR SENSE OF PURPOSE AND 98% EXPERIENCED A DECREASE IN LONLINESS AND ISOLATION THROUGH THESE VOLUNTEER ACTIVITIES. 574112 1211 93212 GUARDIANSHIP PROGRAM - INCAPACITATED ELDERLY RECEIVED LEGAL GUARDIANSHIP SERVICES AFTER BECOMING LEGALLY INCAPACITATED BY THE DALLAS COUNTY PROBATE COURTS. CERTIFIED GUARDIANSHIP CASE MANAGERS MAY PROVIDE DIRECT SERVICE TO CLIENTS IN DALLAS, COLLIN, DENTON, HUNT, ROCKWALL, AND KAUFMAN COUNTIES TO PROTECT VULNERABLE ELDERLY FROM ABUSE, NEGLECT AND EXPLOITATION. GUARDIANSHIP CASE MANAGERS WERE ACCOUNTABLE TO AND FOR THEIR CLIENTS AT ALL TIMES AND CARRIED WORK CELL PHONES 24/7. 100% OF GUARDIANSHIP CLIENTS WERE MONITORED BY THE DALLAS COUNTY PROBATE COURTS OR THE HEATH AND HUMAN SERVICES COMMISSION OF THE STATE OF TEXAS, AND ALL WERE GRANTED CONTINUANCE BASED ON THE QUALITY OF CARE CLIENTS RECEIVED. 337711 RETIRED AND SENIOR VOLUNTEER PROGRAM - 448 RSVP VOLUNTEERS IN DALLAS AND COLLIN COUNTIES VOLUNTEERED WITH 22 NONPROFIT ORGANIZATIONS, HOSPITALS, AND SCHOOLS, EXPANDING THE REACH AND IMPACT OF THESE ORGANIZATIONS. VOLUNTEERS SERVED VIRTUALLY AND IN-PERSON, INCLUDING SERVING AS TUTORS AND MENTORS, WORKING AS SENIOR MEDICARE FRAUD PATROL TEAMS, HELPING AT FOOD BANKS AND PANTRIES, ASSISTING WITH DISASTER PREPAREDNESS, AND BUILDING RAMPS AND PROVIDING MINOR HOME REPAIR FOR THE ELDERLY AND DISABLED. RSVP VOLUNTEERS PROVIDED 35,955 HOURS OF SERVICE WORTH $1,250,874.45 ACCORDING TO INDEPENDENT SECTOR, TO THESE LOCAL ORGANIZATIONS. WITH THIS SUPPORT, LOCAL ORGANIZATIONS WERE ABLE TO EXPAND CAPACITY AND BETTER MEET THE NEEDS OF THE COMMUNITY. 51453 ADVOCACY GROUP FOR ELDERS - THE AGE PROGRAM EDUCATED 2,011 INDIVIDUALS ON ISSUES THAT AFFECT OLDER ADULTS, INCLUDING BETTER PROTECTIONS FOR NURSING HOME RESIDENTS AND STRONGER ELDER FINANCIAL ABUSE LAWS, AS WELL AS KEY CITY SERVICES FOR OLDER ADULTS. PRESENTATIONS AND ADVOCACY ALERTS WERE SHARED REGARDING EFFORTS IMPACTING OLDER ADULTS, AS WELL AS STRONGER ELDER FINANCIAL ABUSE LAWS, AND FEDERAL ADVOCACY TO REAUTHORIZE THE OLDER AMERICANS ACT AND FUND ADULT PROTECTIVE SERVICES. 282 ADVOCATES CONTACTED ELECTED OFFICIALS ABOUT KEY ISSUES. THE MAJOR LOCAL ADVOCACY SUCCESSES WERE: MAINTAINING CITY OF DALLAS' FUNDING FOR OLDER ADULTS, INCLUDING LONG-TERM CARE OMBUDSMAN FUNDING, CONTINUED FUNDING FOR A AGE-FRIENDLY OFFICER, AND MAINTAINING A 1.7M INCREASE IN SENIOR HOME REPAIR FUNDS. FEDERAL ADVOCACY SUCCESSES INCLUDED FUNDING FOR AMERICORPS SENIORS PROGRAMS. 703458 445162 INTAKE DEPARTMENT - SERVES AS THE FIRST POINT OF CONTACT FOR INDIVIDUALS SEEKING INFORMATION AND RESOURCES FOR OLDER ADULTS AND FAMILIES CARING FOR AGING LOVED ONES, AND THEY MAKE APPROPRIATE INTERNAL REFERRALS TO PROGRAM STAFF AND EXTERNAL REFERRALS TO COMMUNITY ORGANIZATIONS. INTAKE STAFF ALSO PROVIDE UTILITY BILL ASSISTANCE AND INCONTINENCE SUPPLIES, AS SUPPLIES ARE AVAILABLE. LAST YEAR, 4,397 PEOPLE WERE ASSISTED BY THE INTAKE DEPARTMENT, WITH 3,665 ASSISTED WITH UTILITY BILL ASSISTANCE AND 141 RECEIVING INCONTINENCE SUPPLIES. 2758789 446373 93212 5707429 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X HASSAN TAHAT 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 STACEY MALCOLMSON PRESIDENT & CEO 40.00 X 255976 0 25117 HASSAN TAHAT CFO 40.00 X 140856 0 22697 RENAE PERRY COO 40.00 X 129358 0 17428 CAROLINE MARAK CDO 40.00 X 118988 0 16598 KIM CAMPBELL-HAILEY AT-LARGE 0.50 X 0 0 0 KIMBERLY J YAMANOUCHI MD MPH AT-LARGE 0.50 X 0 0 0 PAMELA BUSBEE AT-LARGE 0.50 X 0 0 0 WALTER CLARKE DIRECTOR 0.30 X 0 0 0 SUSAN FARRIS DIRECTOR 0.30 X 0 0 0 SUZAN FENNER DIRECTOR 0.30 X 0 0 0 KEVIN AKERS DIRECTOR 0.30 X 0 0 0 WANN BANKS DIRECTOR 0.30 X 0 0 0 STEVE FOLSOM DIRECTOR 0.30 X 0 0 0 SCOTT CHASE DIRECTOR 0.30 X 0 0 0 ROBERT BOB DILL DIRECTOR 0.30 X 0 0 0 ANDY DREXLER DIRECTOR 0.30 X 0 0 0 JEREMY HAWPE DIRECTOR 0.30 X 0 0 0 BLAKE ESTESS DIRECTOR 0.30 X 0 0 0 KATY MILLER DIRECTOR 0.30 X 0 0 0 PATTI FLOWERS DIRECTOR 0.30 X 0 0 0 PAIGE WILBUR DIRECTOR 0.30 X 0 0 0 SHANNON FREEZE DIRECTOR 0.30 X 0 0 0 ANN FRANCES JURY DIRECTOR 0.30 X 0 0 0 JETHRO TREY PUGH III DIRECTOR 0.30 X 0 0 0 JUDE RAMAYYA DIRECTOR 0.30 X 0 0 0 DAVE BERAN DIRECTOR 0.30 X 0 0 0 DEE VELVIN DIRECTOR 0.30 X 0 0 0 REV RANDALL LUCAS DIRECTOR 0.30 X 0 0 0 HARSH AGARWAL DIRECTOR 0.30 X 0 0 0 MARIO LOPEZ DIRECTOR 0.30 X 0 0 0 ADAM MEDRANO DIRECTOR 0.30 X 0 0 0 DELLA MUNGUR DIRECTOR 0.30 X 0 0 0 TAMMY RICHARDS DIRECTOR 0.30 X 0 0 0 JIM RILEY DIRECTOR 0.30 X 0 0 0 ROWLAND ROBIN ROBINSON DIRECTOR 0.30 X 0 0 0 RENITA SMITH DIRECTOR 0.30 X 0 0 0 REBECCA J WYNNE PAST-CHAIR 0.50 X 0 0 0 SEJAL DESAI CHAIR ELECT 0.50 X 0 0 0 DEN BISHOP CHAIR 1.00 X X 0 0 0 TODD NORDEEN PLANNING CHAIR 0.50 X X 0 0 0 SHANNON WOODS CORPORATE SECRETARY 0.50 X X 0 0 0 MICHAEL CORDER TREASURER 0.50 X X 0 0 0 645178 0 81840 4 0 1 0 0 141389 1320815 2543745 2743567 120 6749516 GUARDIANSHIP FEES 900099 93212 93212 93212 154871 154871 3216233 3221111 -4878 -4878 -4878 154033 1320815 209008 -54975 -54975 6937746 93212 0 95018 519548 519548 767418 405616 81532 280270 3042462 2492867 382683 166912 238615 195470 23153 19992 454087 351540 74948 27599 269761 209088 31210 29463 35358 26872 4597 3889 58939 28969 8970 21000 284405 66886 35593 181926 111027 72857 21120 17050 146756 121560 15909 9287 254484 188042 39745 26697 126378 124926 801 651 73862 50267 18633 4962 307819 307819 3089 3089 STIPENDS 618543 618543 SOFTWARE 114036 69993 23058 20985 VOLUNTEER EXPENSES 106145 69236 25626 11283 PROGRAM SUPPLIES 35321 31799 2441 1081 87766 60261 18885 8620 7655819 5707429 1116723 831667 1183611 916447 438446 338232 93234 21675 28078 74643 8086762 3871709 4447537 4215053 4807325 4863337 38250 49332 11036481 10478719 103871 122301 199939 270757 38250 49332 342060 442390 X 8574791 8062241 2119630 1974088 10694421 10036329 11036481 10478719 -718073 59981 0 X X 0 1 X 1 1 1 X 7245945 8215035 7378712 6868306 6749516 36457514 7245945 8215035 7378712 6868306 6749516 36457514 1831384 34626130 62184 62022 92028 130854 154871 501959 12195 20079 14598 11871 58743 37018216 479211 0.93540 0.88660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1381450 1381450 5700305 3010942 2689362 67475 67475 0 937532 793292 144241 4215053 DOMESTIC EQUITY MUTUAL FUNDS 3261929 C FIXED INCOME MUTUAL FUNDS 1337085 C ALTERNATIVE STRATEGY MUTUAL FUNDS 264323 C 4863337 DEFERRED COMPENSATION BENEFITS 49332 49332 X 7803084 59981 596349 656330 7146754 -209008 -209008 6937746 8461176 596349 209008 805357 7655819 0 7655819 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ENTITY FOR FEDERAL INCOME TAX PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. TAX POSITIONS TAKEN RELATED TO THE ORGANIZATION'S TAX-EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE ORGANIZATION WOULD MORE THAN LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF MARCH 31, 2025, THE ORGANIZATION'S TAX YEARS 2022 THROUGH 2024 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -209,008. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 209,008. SPIRIT LUNCHEON 991702 873477 118225 966 63380 54845 1025 31865 SAGE SOCIETY 247325 228889 18436 18436 10584 2 235821 218449 17372 16017 1329 1100 9461 1474848 1320815 154033 966 79397 74610 2125 51910 209008 -54975 1 ASSIST LOW INCOME CLIENTS IN PAYING THEIR UTILITY BILLS 2522 501069 PART I, LINE 2: THE NOTICE OF GRANT AWARDS AS WELL AS ANY ASSURANCES AND CERTIFICATIONS ARE MAINTAINED FOR EACH GRANT IN THE FINANCIAL OFFICE. GRANT APPLICATIONS OUTLINING COMMUNITY NEED, WORK PLANS, OUTCOME MEASURES ARE ALSO MAINTAINED. X X X X X X 0 0 0 0 0 0 0 0 0 STACEY MALCOLMSON PRESIDENT & CEO 225476 0 22650 0 7850 0 18038 0 7079 0 281093 0 0 0 HASSAN TAHAT CFO 140856 0 0 0 0 0 11268 0 11429 0 163553 0 0 0 SCHEDULE J, PART I, LINE 3 ANNUAL COMMUNITY COUNCIL PUBLICATIONS AND ANNUAL GUIDESTAR COMPENSATION SURVEY OF SALARY STRUCTURE IN THE DALLAS AREA ARE USED TO DETERMINE THE PROPRIETY OF THE COMPENSATION OF TOP OFFICERS. THE EXECUTIVE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES CEO PERFORMANCE ANNUALLY AND MAKES COMPENSATION DECISIONS. FORM 990, PART III, LINE 2 NEW PROGRAM SERVICE - CLIENT INTAKE FORM 990, PART VI, SECTION B, LINE 11B INITIAL REVIEW OF THE FORM 990 IS CONDUCTED BY AUDIT COMMITTEE. QUESTIONS AND CONCERNS ARE ADDRESSED, THEN THE FORM 990 IS DISTRIBUTED TO FULL BOARD OF DIRECTORS. BOARD OF DIRECTOR QUESTIONS AND CONCERNS ARE ADDRESSED, THEN THE FORM 990 IS SIGNED AND E-FILED FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM IS UPDATED ANNUALLY BY STAFF AND THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS REGARDING THE BOARD OF DIRECTORS. MANGAEMENT STAFF REVIEWS ANY STAFF CONFILCTS. SIGNED FORMS ARE KEPT BY THE FINANCE OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION REVIEW COMMITTEE WHICH IS COMPRISED OF CURRENT AND PRIOR BOARD CHAIRMEN MEET TO REVIEW PRESIDENT AND CEO PRIOR YEAR GOALS AND ACCOMPLISHMENTS. THE FINANCE COMMITTEE REVIEWS AND APPROVES BUDGET FOR SALARIES AND FRINGES. COMPENSATION DATA INCLUDES COMMUNITY COUNCIL SALARY AND BENEFITS GUIDE, GUIDE STAR COMPENSATION REPORTS AND INDIVIDUAL KNOWLEDGE OF OTHER NON-PROFITS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 APPLICATION FOR EXEMPTION AND ITS ANNUAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT CHAIRPERSON POSITION CHANGES EVERY TWO YEARS. THE MAKE UP OF AUDIT COMMITTEE MAY CHANGE ANNUALLY DEPENDING ON BOARD MEMBERS SELECTION OF COMMITTEE. THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS RECEIVE FINANCIALS AT EVERY MEETING.