2026-03-23T15:21:39-05:00 2025-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2024-07-01 351330782 SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC DBA SWIRCA & MORE SOUT 8124647800 PO BOX 3938 EVANSVILLE IN 477373938 KEITH PATTERSON FINANCE DIRECTOR 8124647800 2026-03-23 1 1 CAMI DEMAREE CPA P00742922 3178413393 2026-03-23 2024 2025-03-06 01:10:19Z RHONDA ZUBER PO BOX 3938 EVANSVILLE IN 477373938 8155599 0 X WWW.SWIRCA.ORG X 1974 IN THE SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING (SWIRCA & MORE) IS A NOT FOR PROFIT ORGANIZATION WHOSE MISSION IS ENHANCING OPPORTUNITIES FOR INDEPENDENT LIVING. SWIRCA & MORE ASSISTS OLDER ADULTS AND INDIVIDUALS WHO ARE DISABLED OF ALL AGES THROUGHOUT A SIX COUNTY AREA INCLUDING GIBSON, PERRY, POSEY, SPENCER, VANDERBURGH, AND WARRICK. SWIRCA & MORE HAS DEVELOPED A COMPREHENSIVE ARRAY OF SERVICES INTENDED TO PREVENT INSTITUTIONALIZATION AND FOSTER A SAFE HOME ENVIRONMENT FOR EACH CLIENT WE SERVE. 20 20 141 246 0 0 6018919 6219879 3058243 1252495 192721 118384 198333 102569 9468216 7693327 0 0 0 0 4184965 3585350 0 0 130265 3640912 3574418 7825877 7159768 1642339 533559 7836546 10622698 1350980 3500956 6485566 7121742 X SWIRCA IS A PUBLIC SERVICE ORGANIZATION THAT FOCUSES ITS EFFORTS ON EMPOWERING SENIORS AND PEOPLE WITH DISABILITIES TO REMAIN LIVING SAFELY IN THEIR OWN HOMES BY PROVIDING INFORMATION AND SUPPORTIVE SERVICES. 0 0 4536981 926885 CASE MANAGEMENT-SWIRCA & MORE CARE MANAGERS PROVIDED SOME SORT OF ASSISTANCE TO 2,675 UNDUPLICATED CLIENTS BETWEEN 07/01/2024 THROUGH 06/30/2025. THE TYPES OF ASSISTANCE PROVIDED BY A CARE MANAGER MAY INCLUDE ELIGIBILITY DETERMINATIONS FOR NURSING HOME PLACEMENT, ELIGIBILITY DETERMINATIONS FOR HOME AND COMMUNITY BASED SERVICES, GENERAL ADVOCACY, RESOURCE LINKAGE, AND/OR ON-GOING MONITORING OF CLIENTS RECEIVING FUNDING FOR IN-HOME SERVICES THROUGH ANY OF SWIRCA'S FUNDING SOURCES. ON THE LATTER POINT REGARDING INDIVIDUALS WHO RECEIVED IN-HOME SERVICES, OF THE 2,675 INDIVIDUALS WHO RECEIVED ASSISTANCE FROM A CARE MANAGER, 2,675 INDIVIDUALS RECEIVED DIRECT IN-HOME ASSISTANCE FROM AT LEAST ONE OF SWIRCA'S FIVE FUNDING SOURCES (AD WAIVER, CHOICE, SSBG, TITLE III-E, OR TITLE III). THE TYPES OF IN-HOME SERVICES PROVIDED THROUGH THESE PAYERS INCLUDE, BUT ARE NOT LIMITED TO, CASE MANAGEMENT, ATTENDANT CARE, HOMEMAKER ASSISTANCE, ADULT DAY SERVICES, ASSISTED LIVING, HOME HEALTH SERVICES, DURABLE MEDICAL EQUIPMENT OR SUPPLIES, HANDYMAN, HOME DELIVERED MEALS, OR RESPITE SERVICES. 1344060 274585 NUTRITION-THE SWIRCA & MORE NUTRITION PROGRAMS PROVIDED DAILY HOME DELIVERED MEALS THROUGHOUT SOUTHERN INDIANA COUNTRIES BY WAY OF MEAL ROUTES. THE MEAL RECIPIENTS INCLUDE CLIENTS WHO ARE HOMEBOUND AND UNABLE TO PREPARE A HOT NUTRITIOUS LUNCH AS WELL AS CARE GIVERS OF ELDERLY FAMILY MEMBERS WHO ARE UNABLE TO TRAVEL TO A SWIRCA & MORE CONGREGATE MEAL SITE SUPPORTING OUR COMMUNITY MEMBERS BY PROVIDING DAILY WELL-BALANCED MEALS FOR THOSE IN NEED. 249760 51025 WELLNESS AND COMMUNITY PROGRAMS- SWIRCA & MORE HEALTHY AGING/WELLNESS PROGRAM SERVES AN AVERAGE OF 2447 PEOPLE PER MONTH (DUPLICATED). WITH AN AVERAGE OF 181.17 PER DAY (DUPLICATED) VISITING THE ACTIVITY CENTER. THERE ARE A VARIETY OF PROGRAMS OFFERED WHICH INCLUDE THE FOLLOWING: BINGOCIZE, MATTER OF BALANCE, YOGA, CHAIR YOGA, TAI CHI, BALANCE CLASS, PARKINSONS'S EXERCISE CLASS< ARTHRITIS EXERCISE CLASS, STRETCH AND TONE, LINE DANCING, INTRO TO LINE DANCING, DRUMS ALIVE, EDUCATIONAL HEALTH CLASSES (WITH VOLUNTEERS FROM IU, UE AND USI INCLUDING STUDENT NURSES, PHYSICAL THERAPIST, OCCUPATIONAL THERAPISTS AND MEDICAL STUDENTS), EXERCISE ROOM, COMMUNITY HEALTHY AGING PROGRAMS AND SPEAKERS, SOCIAL ACTVITIES (SPECIAL EVENTS/PARTIES AND OUTINGS), BINGO, AND PAINTING AND CRAFT CLASSES. 6130801 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 0 1 34 0 1 141 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 1 1 IN X X KEITH PATTERSON 8124927422 16 W VIRGINIA STREET EVANSVILLE IN 477101742 WENDY CHINN DIRECTOR 1.00 X 0 0 0 DUNNING CHRIS DIRECTOR 1.00 X 0 0 0 SANDY LASHER DIRECTOR 1.00 X 0 0 0 ADAMS KATY DIRECTOR 1.00 X 0 0 0 CINDY LEDBETTER DIRECTOR 1.00 X 0 0 0 JONATHAN ESTES DIRECTOR 1.00 X 0 0 0 KELSEY SELLERS DIRECTOR 1.00 X 0 0 0 VICKI J SIMMONS SECRETARY 1.00 X X 0 0 0 MICHELLE GEORGETTE DIRECTOR 1.00 X 0 0 0 SHELBY BASS PAST CHAIR 1.00 X X 0 0 0 BASHAR HAMAMI DIRECTOR 1.00 X 0 0 0 DENISE JOHNSON-KINCAID DIRECTOR 1.00 X 0 0 0 LINNZI BAUMANN VICE CHAIR 1.00 X X 0 0 0 JANCIE RICHARDSON DIRECTOR 1.00 X 0 0 0 BRAD ELPERS CHAIR 1.00 X X 0 0 0 ALAN VAN CLEEF DIRECTOR 1.00 X 0 0 0 LISA MELLIFF DIRECTOR 1.00 X 0 0 0 ANDREW WURDEMAN DIRECTOR 1.00 X 0 0 0 DILLON MULHERIN TREASUER 1.00 X X 0 0 0 BREANNA WYMAN DIRECTOR 1.00 X 0 0 0 RHONDA ZUBER PRESIDENT 38.00 X 106307 0 0 KEITH PATTERSON VP FINANCE 38.00 X 83439 0 3237 MICHAEL HALLING VP OPERATIONS 38.00 X 87830 0 3980 277576 0 7217 1 0 0 0 CRS ONESOURCE PO BOX 1984 OWENSBORO KY 42302 FOOD/NUTRITION SUPPLY 376176 HELP AT HOME 3347 N GREEN IVER RD EVANSVILLE IN 47715 IN-HOME SERVICE 233279 VISITING ANGELS 937 HAVERFORD RD SUITE 200 BRYN MAWR PA 19010 IN-HOME SERVICE 158867 BUSINESS COMMUNICATIONS SOLUTIONS 1708 NORTH SPRING ST EVANSVILLE IN 47711 SECURITY & SYSTEMS INTEGRATION 131566 ZECKS-COMFORT KEEPERS 3707 E MARKET ST LOGANSPORT IN 46947 IN-HOME SERVICE 123471 7 50977 5020386 1148516 3620 6219879 MEDICAID REVENUE 624210 780824 780824 PROGRAM REVENUE 624210 389061 389061 RESOURCE LINKAGE 624210 82610 82610 1252495 115032 115032 389571 386219 3352 3352 3352 70495 50977 43796 26699 26699 62166 32257 29909 29909 OTHER REVENUE 900099 45961 45961 45961 7693327 1252495 0 220953 284793 239281 35882 9630 3300557 2773111 415846 111600 134401 94131 37436 2834 58780 39084 19227 469 376256 293834 78065 4357 83816 80401 3415 PROVIDER SERVICES 1598869 1598869 OTHER 805654 460755 290307 54592 SUPPLIES 601294 586183 9172 5939 REPAIRS AND MAINTENANCE 19236 9884 9352 -103888 -44732 -59156 7159768 6130801 898702 130265 886377 1945 662745 986583 2126467 700739 254695 66021 71955 4010442 2065084 1744332 1945358 2568126 2762072 884368 2797461 7836546 10622698 520367 1110148 7282 2378641 823331 12167 1350980 3500956 X 5523965 6476522 961601 645220 6485566 7121742 7836546 10622698 533559 102617 0 X 0 1 X 1 1 1 X 4116994 4738513 5019904 6018919 6219879 26114209 4116994 4738513 5019904 6018919 6219879 26114209 26114209 115778 -127910 117802 192721 221001 519392 886 886 473475 93209 24208 113711 130063 834666 27469153 11100261 0.95070 0.95580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106348 106348 2481885 1259725 1222160 1422209 805359 616850 1945358 RIGHT-OF-USE OPERATING LEASE 12167 CONSTRUCTION IN PROGRESS 2785294 2797461 RIGHT-OF-USE OPERATING LEASE 12167 12167 X 7932752 102617 60755 76053 239425 7693327 0 7693327 7296576 60755 76053 136808 7159768 0 7159768 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT SWIRCA IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAX UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SWIRCA HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AND HAS BEEN DESIGNATD AS A "PUBLICLY-SUPPORTED ORGANIZATION. MANAGEMENT EVALUATED SWIRCA'S UNCERTAIN TAX POSTITIONS AND CONCLUDED THAT THE CORPORATIOON HAD TAKEN NO UNCERTAIN TAX POSTIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. SWIRCA IS SUBJECT TO INCOME TAX EXAMINATION FOR ITS U.S. FEDERAL INCOME TAXES AND STATE JURISDICTAIONS. THE STATUTE OF LIMITATIONS FOR ASSESSMENT OF FEDERAL AND STATE INCOME TAXES EXPIRED WITH RESPECT TO TAX RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES REDUCED BY COGS, FUNDRAISING AND UNRELATED EXP 76,053. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REDUCED BY COGS, FUNDRAISING AND UNRELATED EXP 76,053. FALL FESTIVAL 69529 2412 67117 11083 113 9213 BREWFEST 51943 48565 3378 1870 5002 16515 121472 50977 70495 1870 11083 5115 25728 43796 26699 62166 21597 10660 1 0.94870 62166 21597 10660 32257 29909 IN 1 0 0 0 1.00000 KEITH PATTERSON 16 W VIRGINIA STREET EVANSVILLE IN 477101742 0 KEITH PATTERSON 16 W VIRGINIA STREET EVANSVILLE IN 477101742 0 FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - ALL DECISIONS WERE BROUGHT TO THE BOARD FOR APPROVAL. COMMITTEES ONLY PROVIDE RECOMMENDATIONS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING, INC'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS CHAIRMAN, THE CHIEF EXECUTIVE OFFICER, AND APPROPRIATE OTHER REPRESENTATIVES FROM THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE PRIOR TO FINALIZING THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC. DISTRIBUTES A QUESTIONNAIRE ABOUT CONFLICT OF INTEREST TO BE COMPLETED AND RETURNED BY STAFF, OFFICERS, AND MEMBERS OF THE BOARD OF DIRECTORS. THE POLICY INCLUDES STATEMENTS REGARDING RELATED TRANSACTIONS, OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND OTHER ITEMS THAT MAY CREATE AN APPEARANCE OF A POTENTIAL INDEPENDENCE ISSUE, THE IDENTIFICATION, EVALUATING AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED AND AGREED UPON WITH THE APPROPRIATE LEVEL OF MANAGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS IN MEETINGS AND ANNUAL REVIEWS. FORM 990, PART VI, SECTION B, LINE 15 SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING, INC'S BOARD OF DIRECTORS DETERMINE AND SETS ALL STAFFING COMPENSATION RATES, WHICH ARE BASED ON PERIODIC THOROUGH REVIEWS OF ALL RELATED ISSUES, SALARY SURVEYS, CONSULTATION WITH INDEPENDENT PERSONS, REVIEWS OF COMPARABLE DATA AND DELIBERATION. FORM 990, PART VI, SECTION C, LINE 19 SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING, INC. MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR CHIEF EXECUTIVE OFFICER AND RECEIVED AT OUR CORPORATE ADDRESS.