Nonprofit · EIN 35-1330782
SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC
Tax-exempt · EVANSVILLE, IN 47710
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,693,327 | $7,159,768 | $533,559 | $10,622,698 | $3,500,956 | $7,121,742 |
| June 30, 2024 | 990 | $9,468,216 | $7,825,877 | $1,642,339 | $7,836,546 | $1,350,980 | $6,485,566 |
| June 30, 2023 | 990 | $7,718,192 | $6,733,024 | $985,168 | $6,077,752 | $1,234,525 | $4,843,227 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,219,879
- of which government grants
- $5,020,386
- Program service revenue
- $1,252,495
- Investment income
- $118,384
- Net gain from sales of assets
- $3,352
- Net income from fundraising events
- $26,699
- Net income from gaming
- $29,909
- Other revenue
- $102,569
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $284,793
- Other salaries and wages
- $3,300,557
- Salaries, compensation and benefits (total)
- $3,585,350
- Professional fundraising fees
- $0
- Occupancy
- $376,256
- Travel
- $83,816
- Program services (functional)
- $6,130,801
- Management and general (functional)
- $898,702
- Fundraising (functional)
- $130,265
Balance sheet and other
- Total assets, start of year
- $7,836,546
- Total assets, end of year
- $10,622,698
- Total liabilities, end of year
- $3,500,956
- Net assets, end of year
- $7,121,742
- Land, buildings and equipment
- $1,945,358
- Publicly traded securities
- $2,762,072
- Net assets without donor restrictions
- $6,476,522
- Net assets with donor restrictions
- $645,220
- Gross receipts
- $8,155,599
- Employees
- 141
- Volunteers
- 246
- Year formed
- 1974
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RHONDA ZUBER | PRESIDENT Officer | 38 | $106,307 | $0 |
| MICHAEL HALLING | VP OPERATIONS Officer | 38 | $87,830 | $3,980 |
| KEITH PATTERSON | VP FINANCE Officer | 38 | $83,439 | $3,237 |
| WENDY CHINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUNNING CHRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDY LASHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAMS KATY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY LEDBETTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN ESTES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELSEY SELLERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICKI J SIMMONS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE GEORGETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELBY BASS | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BASHAR HAMAMI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE JOHNSON-KINCAID | DIRECTOR Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINNZI BAUMANN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JANCIE RICHARDSON | DIRECTOR Trustee or director | 1 | $0 |
| BRAD ELPERS | CHAIR Trustee or director, Officer | 1 | $0 |
| ALAN VAN CLEEF | DIRECTOR Trustee or director | 1 | $0 |
| LISA MELLIFF | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW WURDEMAN | DIRECTOR Trustee or director | 1 | $0 |
| DILLON MULHERIN | TREASUER Trustee or director, Officer | 1 | $0 |
| BREANNA WYMAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RHONDA ZUBER | PRESIDENT Officer | 38 | $106,307 | $0 |
| MICHAEL HALLING | VP OPERATIONS Officer | 38 | $87,830 | $3,980 |
| KEITH PATTERSON | VP FINANCE Officer | 38 | $83,439 | $3,237 |
| KARYN GIPSON | NUTRITION DIR. Officer | 38 | $64,698 | $6,932 |
| TIM CLARK | RESOURCE LINKAGE DIR. Officer | 38 | $64,125 | $3,248 |
| MONICA SPENCER | DEVELOPMENT DIR. Officer | 38 | $47,733 | $12,817 |
| DELANIE HAIRLSON | EMPLOYEE RELATIONS DIR. Officer | 38 | $52,500 | $1,580 |
| KRISTIN HOOD | HEALTHY AGING DIR. Officer | 38 | $51,323 | $2,609 |
| SARAH PHILLIPS-LYNN | QUALITY ASSURANC DIR. Officer | 38 | $53,682 | $0 |
| SHELBY BASS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RANDALL K CRAIG | DIRECTOR EMERITUS Trustee or director | 1 | $0 | $0 |
| LINDA KINCHELOE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDY LASHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINNZI BAUMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY LEDBETTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DILLON MULHERIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| VICKI J SIMMONS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WENDY CHINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE VANDEVEER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN ESTES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| APRIL GOEBEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE GEORGETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRAD ELPERS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BASHAR HAMAMI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRADEN HERENDEEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANCIE RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA MELLIFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELSEY SELLERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW WURDEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BREANNA WYMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RHONDA ZUBER | PRESIDENT Officer | 38 | $103,019 | $0 |
| MICHAEL HALLING | VP OPERATIONS Officer | 38 | $83,486 | $1,461 |
| KEITH PATTERSON | VP FINANCE Officer | 38 | $79,038 | $744 |
| KARYN GIPSON | NUTRITION DIR. Officer | 38 | $63,952 | $6,861 |
| TIM CLARK | RESOURCE LINKAGE DIR Officer | 38 | $60,560 | $3,084 |
| MONICA SPENCER | DEVELOPMENT DIR Officer | 38 | $45,337 | $10,044 |
| KRISTIN HOOD | HEALTHY AGING DIR Officer | 38 | $50,594 | $2,586 |
| DELANIE HAIRLSON | EMPLOYEE RELATIONS DIR Officer | 38 | $35,909 | $731 |
| AMBER FERRARI | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RANDALL K CRAIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA KINCHELOE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDY LASHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINNZI BAUMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY LEDBETTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DILLON MULHERIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KELSEY SELLERS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| VICKI J SIMMONS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JULIE VANDEVEER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELBY BASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID PERIGO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ASHLEY HOLLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATALIE BUELTEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JULIE COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY CHINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JILL DEUTSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA MELLIFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRAD ELPERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEVAN SANDERS LOGEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN ESTES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| APRIL GOEBEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL HAHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BASHAR HAMAMI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG RICHMOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANNY SCHEMBRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16 W VIRGINIA ST, EVANSVILLE, IN 47710-1742
- Principal officer (990 for 2024)
- RHONDA ZUBER, PO BOX 3938, EVANSVILLE, IN 477373938
- Signed the 990
- KEITH PATTERSON, FINANCE DIRECTOR
- Phone
- (812) 464-7800
- Website
- WWW.SWIRCA.ORG
- Return prepared by
- CNA TAX PROFESSIONALS INC
Mission
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.
Program accomplishments
- 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.Expenses $4,536,981 · revenue $926,885
- 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.Expenses $1,344,060 · revenue $274,585
- 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.Expenses $249,760 · revenue $51,025
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1330782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $10,622,698
- Income (IRS master file)
- $8,155,599
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,693,327 | $7,159,768 | $10,622,698 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $9,468,216 | $7,825,877 | $7,836,546 | IRS |
| 990 | June 2023 | $7,718,192 | $6,733,024 | $6,077,752 | XML |
| 990 | June 2022 | $6,951,853 | $6,439,949 | $4,727,589 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1330782).
Questions about SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC
- What is the EIN of SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC?
- The employer identification number (EIN) of SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC is 35-1330782.
- Is SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC?
- The 990 for the year ended June 30, 2025 names RHONDA ZUBER.
- Who are the officers and directors of SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 3 received compensation from the organization, the highest $106,307 (RHONDA ZUBER, PRESIDENT).
- How much revenue does SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,693,327, expenses of $7,159,768 and total assets of $10,622,698 at year end.
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