2021-01-25T07:02:15-08:00 2020-06-30 McBride Lock & Associates LLC 4151 N Mulberry Dr Ste 275 Kansas City MO 64116 990 2019-07-01 431015585 District III Area Agency on Aging DIST 6607473107 PO Box 1078 Warrensburg MO 64093 Diana Hoemann Executive Director 6607473107 2021-01-25 true Matt Brickey P02380487 8162214559 2021-01-25 2019 2022-09-23 18:48:47Z Care Connection for Aging Services Ken Messer PO Box 1078 Warrensburg MO 64093 6753153 false X www.goaging.org X 1973 MO Care Connection provides opportunities to create positive aging experiences. 10 10 158 2155 0 0 5076572 5947586 1084327 630290 643 382 166450 138639 6327992 6716897 0 0 3151197 3190856 3600 17367 3304035 2957748 6455232 6152204 -127240 564693 5055729 6341580 564134 1281292 4491595 5060288 X Care Connection provides opportunities to create positive aging experiences. false false 887795 0 19427 Supportive services: Provide transportation to medical appointments, senior center activities, or necessary shopping; options counseling, care management, in-home services, telephone reassurance, friendly visiting and medical alert systems so that people can remain in their own homes; information and connection to a wide variety of services available in the community; and limited legal services. 3947074 0 610863 Nutrition: Provide hot, nutritious meals in dining rooms weekdays at lunchtime; hot and frozen meals delivered to seniors who are homebound - all to help person avoid isolation, be well nourished, and remain independent. 651622 0 0 Special Projects: Provide one-on-one, unbiased counseling to people who need to enroll or compare plans for Medicare, Medicaid, the Federal Health Insurance Marketplace and the Supplemental Nutritional Assistance Program; the extension of case management and in-home services to senior housing; tax preparation for seniors; volunteer opportunities for a variety of agency programs and our communities; extension of home delivered meals, in-home services and case management services through county tax funds. Operate a statewide Senior Medicare Patrol (SMP) that empowers seniors to find and report Medicare fraud. 401641 0 0 Disease Prevention, Family Caregiver, and Ombudsman services: Provide a wide range of services that promote physical and mental health and fitness using evidence-based activities; exercise classes, health screenings, social activities; help in self-management of diseases such as diabetes and high blood pressure; medication management; ombudsman services to advocate for people who lieve in nursing homes and to prevent elder abuse; and family caregiver services for those providing care. 401641 0 0 5888132 true true false false false false false false false false true false false false true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 32 0 true 158 true false false false false false false false false false false false false X 10 10 false false false false false true false true true false false true true true true true true true true false X X X Diana Hoemann Executive Director 6607473107 106 West Young Warrensburg MO 64093 Ken Messer Chairperson 0.00 X X 0 0 0 Bob Milner Vice Chairperson 0.00 X X 0 0 0 Elaine Paxton Treasurer 0.00 X X 0 0 0 Pam Fidler Secretary 0.00 X X 0 0 0 Mary Biesemeyer Director 0.00 X 0 0 0 Stacey Hutton Director 0.00 X 0 0 0 Judith Stephens Director 0.00 X 0 0 0 Janelle Segari Director 0.00 X 0 0 0 Robert Moran Director 0.00 X 0 0 0 Nora Windmeyer Director 0.00 X 0 0 0 Diana Hoemann Executive Director 40.00 X 78154 0 19663 Cheryl Munsterman Chief Financial Officer 40.00 X 76169 0 17890 154323 0 37553 0 false false false OATS 2501 Maguire Blvd Columbia MO 65201 Transportation 362657 1 21055 205091 5360293 361147 6800 5947586 Program Income 624210 630290 0 0 630290 382 0 382 174895 205091 36256 138639 0 138639 6716897 630290 0 139021 164780 46883 117897 0 2396394 2378726 15135 2533 29846 25898 3905 43 413726 400509 12777 440 186110 176173 9772 165 3600 3600 187910 153414 34496 0 15866 12904 0 2962 135787 132826 2961 0 604652 593492 11160 0 97442 91074 6268 100 76915 51212 25703 0 9899 9654 245 0 Raw Food 939658 939658 0 0 Contractual 454133 454133 0 0 Home delivery costs 165961 165961 0 0 Program supplies 137045 129161 360 7524 132480 126454 6026 0 6152204 5888132 246705 17367 4144431 5162604 360356 482875 240834 340540 53749 76728 69585 65100 1009932 796199 186774 213733 5055729 6341580 517345 618416 41125 662876 5664 0 564134 1281292 X 4487949 5057940 3646 2348 4491595 5060288 5055729 6341580 564693 4000 X false true X true true true X 0 4642824 4601634 4703531 4782539 5640986 24371514 305198 293593 324625 294033 306600 1524049 0 4948022 4895227 5028156 5076572 5947586 25895563 0 25895563 460 461 482 643 382 2428 0 0 25897991 4099163 0.99990 0.99990 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1009932 796199 213733 213733 DHSS Funds Held in Trust 0 0 X 6878089 161192 161192 6716897 6716897 6313396 161192 161192 6152204 6152204 Pt X, Line 2 As required by FASB ASC No. 740, Income Taxes, the Agency evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by tax authorities at the federal and state levels. The primary tax positions evaluated are related to the Agency's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. Direct Mail 199881 199881 0 Center Events 174895 174895 27435 200 8621 2 5210 5210 0 379986 205091 174895 27435 200 8621 36256 138639 Pt VI, Line 7a There are no classes of persons with rights that are in addition to the rights of any other persons. Open solicitation for candidates is advertised in the organizations monthly newsletter. Candidates must be a permanent resident of the region for which they serve. One Board member is elected from each County served by the organization. Each candidate must sign an agreement to observe the conflict of interest standard set forth in the by-laws. Elections are held the first Tuesday after the first Monday of May and advertised in the County seat newspaper at least 7 days prior and posted in each senior center. Terms begin on July 1 and last three years. If a County position becomes vacant, the Board may appoint a member to fill the unexpired term. Pt VI, Line 11b The process for review is as follows: the CEO and CFO collaborate with the auditor to complete the Form 990. This step may involve receiving information from employees, Board members, contractors and others who have business-related activities with the organization. The auditor provides a completed Form 990 to the CEO and CFO for their review. Once approved, the finance/audit committee and each Board member will receive a copy for their review at the next regularly scheduled Board meeting. The review is conducted by the CEO, CFO, and the Board using a review checklist. After completion of the review, the Board resolves to approve the Form. If at any step in the process a revision to the Form is requested, the revised information is given to the auditor to revise the Form and the process begins again. Pt VI, Line 12c The Board has established a number of policies and procedures to guard against conflict of interest regarding proposed and ongoing transactions. All Board members are trained on, and subject to, these policies and procedures. Annually, each Board member signs a statement certifying that no conflicts of interest exist or describing potential conflicts that may exist. The Board, with assistance of the CEO, is responsible for determining whether a conflict exists and seeking a resolution. Should a conflict be identified, such person would be prohibited from participating in the Board's deliberation regarding the transaction. If a conflict is unavoidable, the transaction would require a 2/3 majority vote of the Board. Pt VI, Line 15a During the annual process of preparing the Area Plan submitted to the Missouri Department of Health and Senior Services, the Compensation Committee of the Board of Directors reviews the compensation and benefits for the CEO and CFO. The committee compares current compensation for the two positions with comparable positions at other rural Area Agencies on Aging. The committee also reviews the "Salary and Benefits Survey of Greater Kansas City Area Non-Profit Organizations". This survey is compiled by the Midwest Center for Non-Profit Leadership at the University of Missouri-Kansas City. Pt VI, Line 15b See explanation above for Line 15a. Pt VI, Line 19 The organization makes its governing dcouments, conflict of interest policy, and audited financial statements available to the general public upon request at the central office in Warrensburg. Also, prior year audited financial statements are available on the organization's website. Form 990, Part III, Line 4d Disease Prevention, Family Caregiver, and Ombudsman services: Provide a wide range of 401641. 0. 0.