2020-12-01T08:31:18-06:00 2020-03-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2019-04-01 751085555 SENIOR CITIZENS OF GREATER DALLAS INC SENI 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 STACEY MALCOLMSON PRESIDENT & CEO 2148235700 2020-11-19 1 IRA L NEVELOW P00083210 9724901970 2019 2022-09-23 18:48:47Z THE SENIOR SOURCE STACEY MALCOLMSON 3910 HARRY HINES BLVD DALLAS TX 75219 8210861 0 X WWW.THESENIORSOURCE.ORG X 1961 TX TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 43 43 78 3295 0 0 5186164 5926363 532061 285342 197567 139689 -68024 -48662 5847768 6302732 429608 522765 0 0 4097950 4021111 0 0 458492 1691740 1613887 6219298 6157763 -371530 144969 9149850 8787764 646599 648091 8503251 8139673 X TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 0 0 1684814 522765 1401 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. 7,618 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, AND ENSURING FINANCIAL SECURITY. 50% OF CLIENTS RECEIVING PREVENTION SERVICES INCREASED THEIR INCOME OR DECREASED THEIR EXPENSES WITH TOTAL FINANCIAL IMPACT OF $34.2M. 759036 LONG TERM CARE OMBUDSMAN PROGRAM - NURSING HOME AND ASSISTED LIVING RESIDENTS IN DALLAS COUNTY RECEIVED ASSISTANCE, PRIMARILY THROUGH ONE-ON-ONE VISITS, FROM OMBUDSMAN STAFF AND VOLUNTEERS IN 78 NURSING HOMES AND 235 ASSISTED LIVING FACILITIES. OMBUDSMEN ADDRESSED 3,296 COMPLAINTS RELATED TO 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 88% OF THE COMPLAINTS TO THE RESIDENT'S COMPLETE SATISFACTION, EXCEEDING THE NATIONAL AVERAGE OF 59% OF COMPLAINT RESOLUTION. ADDITIONALLY, 2,101 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. 690893 FOSTER GRANDPARENT PROGRAM - 119 LOW-INCOME OLDER ADULTS IN DALLAS AND COLLIN COUNTIES WORKED 15 TO 40 HOURS A WEEK WITH SPECIAL NEEDS CHILDREN AT HOSPITALS, HOMELESS SHELTERS, AND SPECIAL CARE FACILITIES PROVIDING 108,852 HOURS OF SPECIAL ATTENTION. 6,300 CHILDREN WITH EXCEPTIONAL NEEDS BENEFITTED FROM THE ATTENTION OF THE FOSTER GRANDPARENTS, AND THE LIVES OF THE GRANDPARENT VOLUNTEERS WERE ENRICHED IN KNOWING THEY WERE NEEDED AND MAKE A DIFFERENCE IN THE LIVES OF THE CHILDREN. OF THE CHILDREN WHO WERE PAIRED WITH A FOSTER GRANDPARENT: 100% IMPROVED THEIR ACADEMIC PERFORMANCE IN LITERACY OR MATH AND 98% DEMONSTRATED GAINS IN SOCIAL AND EMOTIONAL DEVELOPMENT. 287797 CAREGIVER SUPPORT PROGRAM - 2,022 OLDER ADULTS AND FAMILY CAREGIVERS RECEIVED SUPPORTIVE COUNSELING, INFORMATION AND RESOURCES TO HELP NAVIGATE THE CHALLENGES OF AGING AND CARING FOR AGING LOVED ONES. 85% OF CAREGIVERS REPORTED A DECREASE IN STRESS AFTER CONNECTING WITH THE PROGRAM AND TRAINED STAFF. THE PROGRAM ALSO FACILITATES MULTIPLE CAREGIVING WITH CONFIDENCE SEMINARS AND SUPPORT GROUPS EACH YEAR. 615525 16431 SENIOR COMPANION PROGRAM -101 LOW-INCOME SENIOR COMPANIONS IN DALLAS AND COLLIN COUNTIES PROVIDED 15 TO 40 HOURS A WEEK OF ASSISTANCE FOR A TOTAL OF MORE THAN 75,242 HOURS TO 100 FRAIL ELDERLY ALLOWING THEM TO REMAIN IN THEIR OWN HOMES. COMPANIONS ACCOMPANIED CLIENTS TO MEDICAL APPOINTMENTS AND THE GROCERY STORE, ASSISTED WITH RESPITE CARE, PREPARED MEALS, AS WELL AS PROVIDED NEEDED COMPANIONSHIP. 95% OF CLIENTS SERVED INDICATED THAT THEY HAD INCREASED SOCIAL TIES AND SOCIAL SUPPORT FROM THE ASSISTANCE OF A SENIOR COMPANION. 462309 48951 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 HEALTH AND HUMAN SERVICES COMMISSION OF THE STATE OF TEXAS, AND ALL WERE GRANTED CONTINUANCE BASED ON THE QUALITY OF CARE CLIENTS RECEIVED. 305127 RETIRED AND SENIOR VOLUNTEER PROGRAM - 874 RSVP MEMBERS IN DALLAS AND COLLIN COUNTIES VOLUNTEERED AT MORE THAN 80 NONPROFIT AGENCIES, HOSPITALS, AND SCHOOLS AND DIRECTLY ASSISTED 209 INDIVIDUALS. THESE VOLUNTEERS MADE A DIFFERENCE BY SERVING AS TUTORS AND MENTORS, WORKING AS SENIOR MEDICARE FRAUD PATROL TEAMS, VOLUNTEERING AT VETERANS ORGANIZATIONS, FOOD BANKS AND PANTRIES, ASSISTING WITH DISASTER PREPAREDNESS, PROVIDING COMMUNITY POLICING, BUILDING RAMPS AND PROVIDING MINOR HOME REPAIR FOR THE ELDERLY AND DISABLED. RSVP VOLUNTEERS PROVIDED 28,430 HOURS OF SERVICE WORTH $722,975, 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. 180802 AGE - ADVOCACY GROUP FOR ELDERS - THE AGE PROGRAM EDUCATED 1,375 ADVOCATES TO BE ABLE TO ADVOCATE ON ISSUES THAT AFFECT OLDER ADULTS, SUCH AS THE NEED FOR MAINTAINING AND FUNDING THE SENIOR SERVICE CORPS PROGRAMS, FUNDING THE ELDER JUSTICE ACT, AND CITY SERVICES FOR OLDER ADULTS. PRESENTATIONS WERE MADE ON TOPICS INCLUDING; JUST THE FACTS ON THE AFFORDABLE CARE ACT, TEXAS STATE LEGISLATIVE ISSUES, AND SCAMS & FRAUD TARGETING OLDER ADULTS. THE MAJOR ADVOCACY SUCCESSES WERE: MAINTAINING CITY OF DALLAS' FUNDING FOR OLDER ADULTS, INCLUDING TRANSPORTATION, DENTAL ASSISTANCE AND SENIOR EMPLOYMENT, MAINTAINING THE NATIONAL SENIOR CORPS PROGRAMS, FUNDING THE ELDER JUSTICE ACT, MORE FUNDING FOR TEXAS ADULT PROTECTIVE SERVICES AND FULL FUNDING FOR STATE LONG-TERM CARE OMBUDSMEN IN ASSISTED LIVING FACILITIES. 303236 234990 ELDERCARE PARTNERS - A GERIATRIC CARE MANAGEMENT SERVICE WHICH PROVIDES IN-DEPTH PERSONALIZED SERVICES, TAILORED TO INDIVIDUALS' NEEDS, FOR OLDER ADULTS AND THEIR FAMILIES THROUGH CRISIS INTERVENTION, SITUATION ASSESSMENT, CARE PLAN DEVELOPMENT AND IMPLEMENTATION AND ONGOING CARE MONITORING. FEE FOR SERVICE PROGRAM. 2154796 300372 5289539 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 78 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X HASSAN TAHAT 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 BEVERLY BELL GODBEY CHAIRMAN 1.00 X 0 0 0 MICHAEL P MASSAD JR PAST-CHAIRMAN 0.50 X 0 0 0 BETH THOELE CHAIR-ELECT 0.50 X 0 0 0 TIM DWIGHT TREASURER 0.50 X 0 0 0 REBECCA J WYNNE PLANNING CHAIR 0.50 X 0 0 0 MARILYN H WEBER CORPORATE SECRETARY 0.50 X 0 0 0 PETER B HEGI AT-LARGE 0.50 X 0 0 0 KIM QUINN AT-LARGE 0.50 X 0 0 0 ARTHUR SIMMONS AT-LARGE 0.50 X 0 0 0 VINCE ACKERSON DIRECTOR 0.30 X 0 0 0 KEVIN AKERS DIRECTOR 0.30 X 0 0 0 ANDREW ANDY BARR DIRECTOR 0.50 X 0 0 0 STEPHANIE M BERNAL DIRECTOR 0.30 X 0 0 0 DEN BISHOP DIRECTOR 0.30 X 0 0 0 KIM CAMPBELL-HAILEY DIRECTOR 0.30 X 0 0 0 SCOTT CHASE DIRECTOR 0.30 X 0 0 0 ROBYN CONLON DIRECTOR 0.30 X 0 0 0 SHERYL COYNE-BATSON DIRECTOR 0.30 X 0 0 0 TUCKER ENTHOVEN DIRECTOR 0.30 X 0 0 0 DIANE FANNON DIRECTOR 0.30 X 0 0 0 JEFF FRANCIS DIRECTOR 0.50 X 0 0 0 ELIZABETH GAMBRELL DIRECTOR 0.30 X 0 0 0 KRIS HANBERRY DIRECTOR 0.50 X 0 0 0 RWAN HARDESTY DIRECTOR 0.30 X 0 0 0 LISA WRAY LONGINO DIRECTOR 0.30 X 0 0 0 MARYKAY MANNING DIRECTOR 0.30 X 0 0 0 SHARON MCCULLOUGH DIRECTOR 0.30 X 0 0 0 KATY MILLER DIRECTOR 0.30 X 0 0 0 TODD NORDEEN DIRECTOR 0.30 X 0 0 0 CONNIE ONEILL DIRECTOR 0.30 X 0 0 0 RABBI ANDREW PALEY DIRECTOR 0.30 X 0 0 0 CHAD PARK DDS DIRECTOR 0.30 X 0 0 0 PAM PERELLA DIRECTOR 0.30 X 0 0 0 TOM RHODES DIRECTOR 0.30 X 0 0 0 JAMES R JIM RILEY DIRECTOR 0.50 X 0 0 0 MICHAEL J SCHAEFER DIRECTOR 0.50 X 0 0 0 MIGUEL SOLIS DIRECTOR 0.30 X 0 0 0 JOHN R TAYLOR III DIRECTOR 0.50 X 0 0 0 CARTER TOLLESON DIRECTOR 0.50 X 0 0 0 JEFF VANDERBILT DIRECTOR 0.50 X 0 0 0 BOB WHITE DIRECTOR 0.50 X 0 0 0 ANNA GORMAN DIRECTOR 0.30 X 0 0 0 JOANNA HORTON DIRECTOR 0.30 X 0 0 0 MICHAEL SHTOFMAN AT-LARGE 0.50 X 0 0 0 STACEY MALCOLMSON PRESIDENT & CEO 40.00 X 209833 0 11726 RENAE PERRY COO 40.00 X 112495 0 4519 HASSAN TAHAT CFO 40.00 X 101470 0 12302 STEPHANIE RUSSELL CDO 40.00 X 106815 0 13088 KRISTIN DUPONT DIRECTOR OF MARKETING 40.00 X 90776 0 8710 KATIE DICKINSON CAO 40.00 X 84065 0 7509 705454 0 57854 4 0 1 0 0 218750 1616130 2161158 1930325 241533 5926363 ELDERCARE PTRS FEES 900099 234990 234990 GUARDIANSHIP FEES 900099 43392 43392 VGP CLIENT 900099 5560 5560 FOOD/TRAVEL REIMBURSE 900099 1400 1400 285342 10115 10115 1886825 1757251 129574 129574 129574 75885 1616130 150878 -74993 -74993 MISCELLANEOUS REVENUE 900099 26331 16431 9900 26331 6302732 301773 0 74596 522765 522765 803385 381472 113435 308478 2538974 2417914 91967 29093 112404 156862 -51891 7433 325569 303887 2827 18855 240779 202522 16034 22223 33250 28778 1190 3282 160977 120042 14004 26931 25347 18761 6183 403 76599 65583 4777 6239 78964 69677 2940 6347 221027 181283 21169 18575 105715 104411 649 655 36240 28171 7793 276 147525 147525 STIPEND 487900 487900 FOOD/MEALS 62334 59596 2470 268 PROGRAM SUPPLIES 47382 46009 1366 7 SOFTWARE 36269 29556 5542 1171 94358 64350 21752 8256 6157763 5289539 409732 458492 213764 468562 295154 316077 57534 144784 6580 6845 7570466 2739350 4889919 4831116 3686899 3020380 9149850 8787764 151285 127073 495314 521018 646599 648091 X 6363702 6171622 2139549 1968051 8503251 8139673 9149850 8787764 144969 -508547 0 X X 0 1 X 1 1 1 X 5358642 5069311 5102336 5186164 5926363 26642816 5358642 5069311 5102336 5186164 5926363 26642816 1834559 24808257 5983 7173 209 56 10115 23536 3182 26331 29513 26695865 1998501 0.92930 0.89450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1381450 1381450 5350429 2066962 3283467 199154 153008 46146 639433 519380 120053 4831116 MUTUAL FUNDS 3020380 F 3020380 X 6006616 -508547 61554 150877 -296116 6302732 0 6302732 6370194 61554 150877 212431 6157763 0 6157763 PART X, LINE 2: 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, 2020, THE ORGANIZATION'S TAX YEARS 2017 THROUGH 2019 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 150,877. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 150,877. SPIRIT LUNCHEON 1324021 1277597 46424 610 30206 46424 32635 SAGE SOCIETY 243788 225327 18461 1300 18461 500 4072 2 124206 113206 11000 3670 13000 1692015 1616130 75885 610 31506 64885 4170 49707 150878 -74993 1 ASSIST LOW INCOME CLIENTS IN PAYING THEIR UTILITY BILLS 5427 360562 162203 FAIR MARKET VALUE HELPING THE ELDERLY WITH THEIR NATURAL GAS BILLS 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 200000 0 8333 0 1500 0 10500 0 1226 0 221559 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. X 26143 THRIFT SHOP VALUE X 40921 COST X SHARING THE WARMTH 0 162153 COST X SUPPLIES/GIFTS 1275 11567 THRIFT SHOP VALUE X TRAVEL/PARKING 0 750 COST 0 1 0 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 RECEIVES MONTHLY FINANCIALS AND THE BOARD OF DIRECTORS RECEIVES FINANCIALS AT EVERY MEETING.