2022-05-10T11:43:44-05:00 2021-06-30 560574444 CHERRY BEKAERT LLP 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2020-07-01 561035065 RESOURCES FOR SENIORS INC RESO 9198727933 1110 NAVAHO DRIVE NO 400 RALEIGH NC 27609 KRISTEN BRANNOCK PRESIDENT/CEO 9198727933 2022-05-09 1 KRISTEN BRANNOCK 999009999 AMANDA ADAMS P00748038 9197821040 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRISTEN BRANNOCK 1110 NAVAHO DRIVE NO 400 RALEIGH NC 27609 7658467 0 X WWW.RESOURCESFORSENIORS.COM X 1974 NC TO PROVIDE SERVICES SO THAT DISABLED AND OLDER ADULTS CAN MAINTAIN THEIR INDEPENDENCE. 14 14 93 103 0 0 7802522 7570846 243031 73613 12388 14008 0 0 8057941 7658467 0 0 0 0 3886378 4088824 0 0 49251 3932460 3612503 7818838 7701327 239103 -42860 1880115 2163318 712661 944516 1167454 1218802 X OUR MISSION IS TO PROVIDE HOME - AND COMMUNITY-BASED SERVICES SO THAT DISABLED AND SENIOR ADULTS CAN MAXIMIZE THEIR INDEPENDENCE FOR AS LONG AS POSSIBLE WHILE REMAINING IN THEIR HOMES. 0 0 1684062 CARE MANAGEMENT: A PROGRAM SERVING PRIMARILY MULTI-NEED OLDER ADULTS AND ADULTS WITH DISABILITIES WHOSE DESIRE TO REMAIN IN THE HOME IS IMPEDED BY THEIR LACK OF ABILITY TO OBTAIN CARE AND SUPPORT FOR THEMSELVES FROM THE HUMAN SERVICE DELIVERY SYSTEM. THE PROGRAM TARGETS MODERATELY TO SEVERELY IMPAIRED PERSONS, AND SERVES CLIENTS OF ALL INCOME LEVELS. CARE MANAGEMENT SERVICES ARE ALSO PROVIDED THROUGH ARRANGEMENTS AT SEVERAL ELDERLY HOUSING DEVELOPMENTS. CARE MANAGEMENT COMBINES THE ELEMENTS OF PERSONAL SUPPORT FOR THE CLIENT (OFTEN ISOLATED BY INFIRMITY OR LACK OR TRANSPORTATION) WITH SERVICE BROKERS WHO EXPEDITE CONSUMERS THROUGH THE MANY SERVICES TO WHICH THEY ARE ENTITLED. A TOTAL OF 1,427 CLIENTS WERE SERVED DURING THE FISCAL YEAR. 1567812 2107 HOME MAINTENANCE: SKILLED STAFF, VOLUNTEERS, AND CONTRACTORS PROVIDE MINOR AND MAJOR HOME REPAIRS SUCH AS REPAIRING LEAKS, INSTALLING LOCKS, REPLACING BROKEN WINDOWS, BUILDING RAMPS, INSTALLING RAILS ON TUBS AND STEPS, WEATHERIZATION AND HEATING AND AIR CONDITIONING REPAIRS AND DELIVERING FANS IN THE SUMMER. THIS SERVICE ATTEMPTS TO REMEDY CONDITIONS WHICH ARE A RISK TO THE PERSONAL HEALTH AND SAFETY OF THE OLDER PERSON. A TOTAL OF 1,242 CLIENTS WERE SERVED DURING THE FISCAL YEAR. 1444236 71506 ADULT DAY CARE: THE AGENCY HAS PROVIDED ADULT DAY CARE SINCE 1978 AND CURRENTLY OPERATES FOUR STATE ACCREDITED ADULT DAY CARE CENTERS CALLED TOTAL LIFE CENTERS. THE CENTERS ARE THE EAST WAKE CENTER, THE CARY BOND PARK CENTER, THE GARNER CENTER AND THE RALEIGH DEPARTURE DRIVE CENTER AND ARE ALL CARF NATIONALLY ACCREDITED. ALL OF THE TOTAL LIFE CENTERS OFFER SUPERVISED ACTIVITIES AND CARE FOR OLDER ADULTS, ALLOWING THEM TO REMAIN PART OF THE COMMUNITY AND PROVIDING RESPITE FOR FAMILIES WHO HAVE OLDER ADULTS IN THEIR HOMES. A PROFESSIONAL STAFF, INCLUDING A NURSE AT THREE OF THE LOCATIONS, OFFERS AN ENRICHING ATMOSPHERE AND STIMULATING PROGRAMS FOR PARTICIPANTS. SOME SERVICES ARE ALSO PURCHASED FROM OTHER LOCAL ADULT DAY CENTERS. 107 PARTICIPANTS WERE SERVED FOR A TOTAL OF 22,128 DAYS OF SERVICE. 846677 COMMUNITY ALTERNATIVES - THE COMMUNITY ALTERNATIVES PROGRAM FOR DISABLED ADULTS (CAP/DA) IS A PROGRAM THAT PROVIDES AN ALTERNATIVE TO NURSING HOME CARE FOR ELIGIBLE DISABLED ADULTS. HOME AND COMMUNITY BASED SERVICES ARE PROVIDED TO MAXIMIZE INDEPENDENCE, OR TO STRENGTHEN EXISTING INFORMAL SUPPORTS. THE PROGRAM OPERATES UNDER A MEDICAID HOME AND COMMUNITY BASED SERVICE WAIVER. A TOTAL OF 329 CLIENTS WERE SERVED. 841935 IN-HOME AIDE SERVICES: PERSONAL CARE, RESPITE, MEAL PREPARATION, AND HOME MANAGEMENT ASSISTANCE PROVIDED FOR FRAIL OLDER ADULTS BY TRAINED CERTIFIED NURSING ASSISTANTS. THE SERVICE ENABLES OLDER ADULTS TO REMAIN IN THE HOME SETTING AND OFTEN PROVIDES RESPITE HELP FOR FAMILY CAREGIVERS WHO HAVE FULL TIME RESPONSIBILITY FOR THE CARE OF AN ELDERLY SPOUSE OR OTHER FAMILY MEMBER. SERVICE COMPONENTS RANGE FROM ROUTINE HOME MANAGEMENT SUCH AS COOKING, CLEANING, SHOPPING, AND LAUNDRY, TO MORE DIRECT PERSONAL CARE ASSISTANCE SUCH AS BATHING, DRESSING, TOILETING, FEEDING, AMBULATION, AND EXERCISE. SOME SERVICES ARE ALSO PURCHASED FROM LOCAL HOME CARE CONTRACTORS. A TOTAL OF 224 CLIENTS WERE SERVED. 525886 SENIOR CENTERS: THE OBJECT OF THE SENIOR CENTER PROGRAM IS TO MEET THE SOCIAL, RECREATIONAL, EDUCATIONAL, AND WELLNESS NEEDS OF OLDER ADULTS IN ORDER TO ENCOURAGE THEIR INVOLVEMENT IN THE COMMUNITY, THE PREVENTION OF LONELINESS AND ISOLATION, AND TO HELP PREVENT THEIR PREMATURE INSTITUTIONALIZATION. THE SENIOR ACTIVITY PROGRAM SUPPORTS THE ATTAINMENT OF THIS OVERALL OBJECTIVE BY PROVIDING A VARIETY OF PROGRAMS, ACTIVITIES, AND SERVICES AT LOCATIONS IN WAKE COUNTY, INCLUDING THE FIVE POINTS CENTER FOR ACTIVE ADULTS (RALEIGH), ANNE GORDON CENTER FOR ACTIVE ADULTS (RALEIGH), GARNER CENTER, EAST WAKE CENTER (WENDELL), NORTHERN WAKE CENTER (WAKE FOREST) AND THE CARY SENIOR CENTER. A TOTAL OF 12,425 PARTICIPANTS WERE SERVED. 375193 ACCESS AND COMMUNITY EDUCATION: SERVICES INCLUDE INFORMATION AND ASSISTANCE, HOUSING AND COUNSELING, AND COMMUNITY EDUCATION AND OUTREACH. CONSULTATION SPECIALISTS ANSWER ELDERCARE QUESTIONS AND ASSIST CALLERS TO FIND APPROPRIATE SERVICES IN OUR AREA. CAREGIVER SUPPORT IS OFFERED ONE ON ONE, AND SEMINARS ON AVAILABLE RESOURCES EXTEND THROUGHOUT THE COUNTY. TRANSPORTATION IS PROVIDED TO MEDICAL APPOINTMENTS, CONGREGATE MEAL SITES, AND GROCERY STORES FROM DESIGNATED LOCATIONS. THE FRIENDLY VISITOR PROGRAM MATCHES A COMMUNITY VOLUNTEER WITH AN ISOLATED SENIOR, AND THE TELECARE SERVICE ASSURES THAT SENIORS IN THE COMMUNITY GET A CHECK-IN PHONE CALL FOR SAFETY AND CONVERSATION. 6,501 CLIENTS WERE SERVED FOR A TOTAL OF 33,128 UNITS OF SERVICE. 2589691 7285801 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X LUCY BRICKLEY 9197131531 1110 NAVAHO DRIVE SUITE 400 RALEIGH NC 27609 LES GELLER CHAIR 2.00 X X 0 0 0 GENE RUTTER TREASURER 2.00 X X 0 0 0 KAREN HANKINS SECRETARY 2.00 X X 0 0 0 ANNE ARNDT DIRECTOR 1.00 X 0 0 0 VIOLA BULLOCK DIRECTOR 1.00 X 0 0 0 LOUANNE CASPAR DIRECTOR 1.00 X 0 0 0 DEEDEE HARRIS DIRECTOR 1.00 X 0 0 0 ANGELA LASSITER DIRECTOR 1.00 X 0 0 0 HAL MELTON DIRECTOR 1.00 X 0 0 0 KAYELILY MIDDLETON DIRECTOR 1.00 X 0 0 0 JOSEPH PARADISE DIRECTOR 1.00 X 0 0 0 LAURA PATEL DIRECTOR 1.00 X 0 0 0 JIM TRULL DIRECTOR 1.00 X 0 0 0 CARYN UTBERG DIRECTOR 1.00 X 0 0 0 KRISTEN BRANNOCK PRESIDENT 40.00 X 101602 0 11978 LUCY BRICKLEY FISCAL DIRECTOR 40.00 X 85176 0 11707 186778 0 23685 1 0 0 0 THERMO DIRECT INC 134 DONMOOR COURT GARNER NC 27529 WEATHERIZATION 458926 SOUTHEASTERN HEALTHCARE PO BOX 46775 RALEIGH NC 27620 ADULT DAY CARE 275389 CENTERPEACE HOME HEALTHCARE 521 BROAD STREET PO BOX 1797 FUQUAY VARINA NC 27529 IN-HOME AIDE 191476 CAROLINA WEATHERIZATION LLC 107 AGNEW COURT WAKE FOREST NC 27587 WEATHERIZATION 191475 CENTER FOR VOLUNTEER CAREGIVING 1150 SE MAYNARD RD SUITE 210 CARY NC 27511 CAREGIVER SERVICES 154177 10 21680 7308437 240729 41540 7570846 PROGRAM FEES 624100 73613 73613 73613 13206 13206 802 0 802 802 802 7658467 73613 0 14008 X 195539 54905 140634 2957381 2916230 31927 9224 56870 54431 2268 171 672435 643598 26813 2024 206599 194853 11084 662 29750 29750 2268 2268 2240397 2213267 26930 200 62234 27084 35150 69487 51555 17910 22 364848 347552 16489 807 11592 11592 30814 30814 77713 68879 8578 256 PROGRAM SUPPLIES 512339 511972 367 CLIENT MEALS AND TRANSP 96431 96431 MAINTENANCE AND REPAIRS 13344 5445 7899 VEHICLE OPERATIONS 9023 8210 813 92263 79797 11731 735 7701327 7285801 366275 49251 343617 304522 160061 160085 813627 935890 26962 67434 50200 76780 560469 468547 70072 91922 412409 523518 3167 3167 1880115 2163318 606040 823394 106621 121122 712661 944516 X 1040091 1108276 127363 110526 1167454 1218802 1880115 2163318 -42860 94208 0 X 0 1 X 1 1 1 X 8111715 7681392 8043274 7802522 7570846 39209749 8111715 7681392 8043274 7802522 7570846 39209749 39209749 8636 13070 17889 11843 13206 64644 39274393 1346219 0.99840 0.99830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58197 52134 6063 346701 283072 63629 155571 133341 22230 91922 X 8150424 94208 400017 494225 7656199 2268 2268 7658467 8099076 400017 400017 7699059 2268 2268 7701327 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X CPU SOFTWARE 1 41540 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B WHEN THE COMPLETED FORM 990 IS RECEIVED FROM THE ORGANIZATION'S CPA FIRM, THE RETURN IS REVIEWED BY THE EXECUTIVE/INVESTMENT COMMITTEE AND SENT TO ALL BOARD MEMBERS. IF THERE ARE QUESTIONS, THE COO WILL CORRESPOND WITH THE CPA FIRM. ONCE ALL ISSUES ARE RESOLVED THE FORM 990 IS SIGNED BY AN OFFICER AND FILED WITH THE IRS IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THE ACCOUNTING DEPARTMENT REVIEWS ALL TRANSACTIONS TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS ADHERED TO. MANAGEMENT ALSO REVIEWS TRANSACTIONS TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS NOT VIOLATED. FORM 990, PART VI, SECTION B, LINE 15 A SALARY STUDY OF EXECUTIVE DIRECTOR COMPENSATION WAS COMPLETED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO THE LEADERSHIP TRANSITION INVOLVING A NEW EXECUTIVE DIRECTOR IN DECEMBER OF 2014. THIS COMMITTEE VOTED AND APPROVED OF THE SALARY STRUCTURE FOR THE EXECUTIVE DIRECTOR AND IT WAS AFFIRMED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE IN ITS ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES - MANAGED CARE: PROGRAM SERVICE EXPENSES 2,145,268. MANAGEMENT AND GENERAL EXPENSES 527. FUNDRAISING EXPENSES 200. TOTAL EXPENSES 2,145,995. OTHER FEES: PROGRAM SERVICE EXPENSES 67,999. MANAGEMENT AND GENERAL EXPENSES 26,403. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,402.