2020-01-16T05:24:38-08:00 2019-06-30 CULLAR & ASSOCIATES PC CPA'S 218 W WASHINGTON ST SUITE 300 SOUTH BEND IN 46601 990 2018-07-01 351157606 REAL Services Inc REAL 5742338205 PO Box 1835 South Bend IN 466341835 Rebecca A Zaseck President/CEO 5742338205 2019-10-15 true Richard J Cullar CPA P00967641 5742888320 199.58.74.50 2020-01-16 05:24:34 PS P 2CC27B6BCAD30B3367362B9C86671CFD96E53390 2CC27B6BCAD30B3367362B9C86671CFD96E53390 2018 2020-09-23 17:36:50Z Rebecca A Zaseck PO Box 1835 South Bend IN 46634 20367510 false X www.RealServices.org X 1966 IN Believing in the dignity of all people, our objective is to assist in establishing a community in which those we serve can maintain their independence to the maximum degree possible. 20 20 243 3286 64093 0 18845187 18641138 1409276 1290557 31386 126989 159776 146397 20445625 20205081 10202769 9248600 0 6775807 7416655 0 104328 2308115 2471057 19286691 19136312 1158934 1068769 9903270 11209533 1911056 2121255 7992214 9088278 X Believing in the dignity of all people,the objective of REAL Services is to assist in establishing a community in which those we serve can maintain their independence to the maximum degree possible and find meaning and satisfaction throughout their lives. To fulfill our mission, the progams we offer enhance the quality of life. Additional programs provide education for individuals and families through Options Counseling, Aging and Disability Resource Center, Lunch n' Learns, Chronic Disease Management, Medicare Counseling, Financial Literacy, and more. false false 6683601 6288542 0 ENERGY ASSISTANCE-helps income eligible households with their heating expenses during the winter months. The program provides a credit on a family's gas and/or electric bill. 8,785 families were assisted in a five-county area. 4466969 142187 313410 CASE MANAGEMENT - provides a variety of needs assessments and care plans that allow older and disabled persons to receive assistance. 2134929 57208 604243 NUTRITION - provides low-cost nutritious meals, with recreational activities and informational programs, in centers in St. Joseph, Elkhart, LaPorte, Marshall, and Starke counties. 231,163 nutritious meals were made, delivered, and enjoyed by individuals were are unable to cook for themselves. Donated facilities valued at $145,048 were received but not included in the above expenses. 631726 376733 0 WEATHERIZATION-families whose income is below 150% of the poverty level are provided with energy conservation measures to lower fuel consumption and expenses. Created 33 energy-efficient households. 1832655 1823403 12649 HOME HEALTH CARE - provides home health care to elderly and disabled individuals so that they may continue to live in their homes. Assisted 2,433 elderly and disabled individuals. 716904 283122 0 COMMUNITY SERVICES - provides a range of services that impact the causes of poverty. 152 individuals wanting to improve their path to sustainable futures were impacted. 744040 150989 0 AREA AGENCY ON AGING - provides a variety of services to older adults in a five-county area. 22,733 individuals were provided with information and resources to strengthen lives through our Aging & Disability Resources Center. 208128 110957 0 FOSTER GRANDPARENTS-provides an opportunity for low-income persons 55+ to give supportive person-to-person service to children with special or exceptional needs. 278382 685 74852 TRANSPORTATION-provides escort and transportation services to older adults to necessary appointments. 14,349 trips were provided to older adults. 210813 302 48531 GUARDIANSHIP-serves the interests of older adults being abused or exploited. 57 older adults were protected. 279624 14472 312937 ALZHEIMER'S AND DEMENTIA SERVICES - provides education and services for families and individuals with Alzheimer's Disease and related disorders. Programs include disease education, caregiver support groups, helpline, quarterly newsletters, website, and family counseling. 4902272 2760663 448969 18187771 true true false false false false false false true true true false false true true true false true false false false false false false true true false true true true false false false false false false false false false false false false false true false false false true 13 0 true 243 true true true false false false false true true false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false IN X Andrew S Vargo 5742338205 1151 S Michigan Street South Bend IN 46601 X John Abernethy Director 1.00 X 0 0 0 Edward Baer Director 1.00 X 0 0 0 Margaret Cuggino Director 1.00 X 0 0 0 Laura Hennings Director 1.00 X 0 0 0 Sen David Niezgodski Director 1.00 X 0 0 0 Colette Wolfson Director 1.00 X 0 0 0 Dr JoAnn M Burke Director 1.00 X 0 0 0 Thomas S Ehlers Director 1.00 X 0 0 0 Steven A Goldberg CPA Director 1.00 X 0 0 0 Debra Jenkins Director 1.00 X 0 0 0 William W Cushwa Director 1.00 X 0 0 0 Janet G Horvath Director 1.00 X 0 0 0 Peter H Mullen Director 1.00 X 0 0 0 Rafael Morton Director 1.00 X 0 0 0 Steven Watts Director 1.00 X 0 0 0 Karen Nevorski Chairperson 1.00 X X 0 0 0 Ryan Brennan Chairperson Elect 1.00 X X 0 0 0 Tim Emerick Treasurer 1.00 X X 0 0 0 Michelle Stesiak CPA Assistant Treasurer 1.00 X X 0 0 0 Mary Jane Stanley Immediate Past Chairperson 1.00 X X 0 0 0 Rebecca Zaseck President/CEO/Secretary 35.50 X 119092 0 44302 Andrew S Vargo Dir. Admin. & Finance 35.50 X 90384 0 25308 209476 0 69610 1 false true false Help at Home 1 N State St Ste 800 Chicago IL 60602 Home Health Care 338977 Helping Hand 10202 W 400 N Michigan City IN 46360 Home Health Care 204958 Creative Financial Services POB 95111 Chicago IL 60694 Temporary staffing 144307 Interim Homestyle Services 605 W Edison Mishawaka IN 46545 Home Health Care 141036 Comfort Keepers 6910 N Main Ste 17-A Granger IN 46530 Weatherization services 136014 5 2400 136120 34649 17548281 919688 0 18641138 Program income 624100 1176956 0 0 Catering income 722320 75346 34818 0 Advertising revenue 999099 8980 0 0 Food truck income 722513 29275 29275 0 1290557 94916 0 94916 126928 94855 32073 32073 0 0 32073 40613 136120 19551 21062 0 21062 108546 48023 60523 60523 Miscellaneous 624100 64812 64812 0 0 64812 20205081 1291276 64093 208574 599036 599036 8649564 8649564 282322 0 282322 0 5441485 5081672 288943 70870 197312 209441 -15517 3388 1080293 1032451 47062 780 415243 372331 37526 5386 39110 0 39110 0 6497 0 6497 0 34006 0 32045 1961 43222 34591 4646 3985 240965 189618 40393 10954 93960 88819 4059 1082 478812 467510 11234 68 121135 117536 2067 1532 69 69 0 0 138814 106175 32639 0 82144 76623 5361 160 Food 760903 760514 278 111 Program supplies 128525 125252 582 2691 Equipment expenses 95939 92586 2870 483 Vehicle expenses 92665 92665 0 0 114291 91318 22096 877 19136312 18187771 844213 104328 2091602 3544331 2703663 439177 2770320 2819730 6907 7583 2454705 1306870 1146030 1147835 1832286 1184748 1418591 9903270 11209533 1193213 1229641 153769 98017 83488 203329 480586 590268 1911056 2121255 X 5738450 6761561 1753764 1826717 500000 500000 7992214 9088278 9903270 11209533 X 1068769 27975 -680 X false true X true true true X 0 16773851 17371771 15505399 18845187 18641138 87137346 0 0 16773851 17371771 15505399 18845187 18641138 87137346 0 87137346 56532 63795 33297 31386 94916 279926 15156 5942 7368 10042 9293 47801 104860 130228 119095 130918 149159 634260 88099333 6575055 0.98910 0.99050 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Special events & gaming 2014: 104860. 2015: 130228. 2016: 119095. 2017: 130918. 2018: 149159. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 500000 30688 30688 500000 500000 30872 30872 500000 500000 30648 30648 500000 500000 61407 61407 500000 500000 31210 31210 500000 0.00000 1.00000 0.00000 true false 0 0 0 950942 260115 690827 48411 48411 0 474058 397936 76122 981294 600408 380886 1147835 Beneficial interest in asset held by Community Foundation of St. Joseph County 643994 Cash held in escrow for employee benefits 371197 Investments held for deferred compensation plan benefits 200071 Assets held for others under guardianship 203329 1418591 Accrued employee benefits 371197 Accrued deferred compensation plan benefits 219071 590268 X Pt IV, Line 2b The Organization serves as legal guardian for certain older adults, holding assets on their behalf. Pt V, Line 4 Income from the permanent endowment is donor-restricted for the Organization's Caregiver Connection program. Pt X, Line 2 We recognize the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Examples of tax positions include our tax-exempt status and positions related to the potential sources of unrelated business taxable income. We have not identified any uncertain tax positions taken or expected to be taken in a tax return, and there are no unrecognized tax benefits recorded as liabilities in the accompanying financial statements. We classify interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense, and there was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2019 or 2018, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. We are no longer subject to examination by the Internal Revenue Service or the State of Indiana for years prior to June 30, 2016. Age of Excellence Luncheon 122113 81500 40613 30745 1575 4820 Alzheimer Walks 54620 54620 0 1000 176733 136120 40613 30745 1575 5820 38140 2473 108546 28750 19273 false 108546 28750 19273 48023 60523 IN true false true false 1.00000 0.00000 Andrew S Vargo 1151 S Michigan Street South Bend IN 46601 false Judy Jankowski 2835 Manage all development activities, including the annual raffle. X false true Combined Community Services 110 E Prairie St Warsaw IN 46580 351615502 501(c)(3) 46833 General support Elkhart Child Development Ctr 2121 Prairie st Elkhart IN 46517 351163554 501(c)(3) 30250 General support La Casa de Amistead 746 S Meade St South Bend IN 46619 351350013 501(c)(3) 19278 General support St Margaret's House 117 N Lafayette South Bend IN 46601 351913328 501(c)(3) 27500 General support Habitat for Humanity 2526 Peddlers Village Road Goshen IN 46526 351685313 501(c)(3) 31945 General support Marshall County Older Adults 305 W Harrison St Plymouth IN 46563 351522711 501(c)(3) 42246 Senior services & General support Council on Aging of Elkhart County Inc 230 East Jackson Elkhart IN 46515 510178910 501(c)(3) 67971 Senior services Indiana Legal Services Inc 151 N Delaware St Ste 1850 Indianapolis IN 46204 356059654 501(c)(3) 20333 Senior services The Window Inc 223 S Main St Goshen IN 46526 351427937 501(c)(3) 23816 Senior services Kosciusko County Council on Aging and Aged 800 N Park Ave Warsaw IN 46580 351451472 501(c)(3) 84120 Senior services LaPorte Meals on Wheels 620 Boston St LaPorte IN 46350 351388725 501(c)(3) 22542 Senior services LaPorte County Meals on Wheels 301 E 8th Street Michigan City IN 46360 351314352 501(c)(3) 50851 Senior services Michiana Resources Inc 4315 E Michigan Blvd Michigan City IN 46360 356076798 501(c)(3) 93477 Senior services St Vincent DePaul Society of St Joseph County 520 Crescent Avenue South Bend IN 46617 350863177 501(c)(3) 26978 Senior services Compassion Health Care 740 N State Road 25 Rochester IN 46975 320237943 501(c)(3) 5007 Senior services Northern Indiana Hispanic Health Coalition 444 N Nappanee Street Elkhart IN 46514 320039221 501(c)(3) 5889 General support 16 0 Energy Assistance 8785 6288542 Cost of services Energy assistance payments Home Health Care 6237 1823403 Cost of services Home health care Weatherization 33 376733 Cost of services Home weatherization Nutrition 2537 57208 Cost of services Nutrition services Foster Grandparents 316 110957 Other 100 591757 Cost of services Various Pt I Line 2 Grants are disbursed from funds received under federal and state grants and are administered in accordance with the terms and requirements of those grants, including eligibility and cost allowability. All such grants are subject to monitoring and audits by the grantor agencies and the Organization's independent auditor. X X false true false false false false false false false Rebecca Zaseck 119092 0 0 0 0 0 23955 0 20347 0 163394 0 0 0 Pt I Line 4b Rebecca Zaseck, participation in a nonqualified Section 457(b) retirement plan for $18,000. Pt VI, Line 11b A copy of the Form 990 was provided to the President/CEO, Director of Finance, and all members of the Board of Directors for review and comment prior to the January 2020 Board meeting, at which it was approved for filing after a detailed presentation by the preparer. Pt VI, Line 12c Persons covered by this policy will annually disclose to the Chair of the Board of Directors, on a form provided by the Agency, interests that could give rise to conflicts of interest. For each interest disclosed to the Chair of the Board of Directors, the Chair will determine whether to take no action, assure full disclosure to the Board, ask the person to recuse him or herself from participation in related decisions within the Agency, or ask the person to resign his/her position with the Agency. Pt VI, Line 15a The independent Finance Committee of the Board of Directors reviews comparable salary studies in setting compensation. This was last performed in May 2019. Pt VI, Line 15b Comparable steps are taken to determine salaries of other key employees. This was last performed in May 2019. Pt VI, Line 19 The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Members of the public may come to our offices and review all documents. Pt VII, Col (E) The President/CEO and the Director of Finance and Administration each work a combined total of approximately 37.5 hours for REAL Services, Inc., REAL Services Housing, Inc., and REAL Services Foundation, Inc. Members of the Board of Directors each work a combined total of approximately 2 hours per week for REAL Services, Inc., REAL Services Housing, Inc., and REAL Services Foundation, Inc. Pt XI Line 9: Change in value of beneficial interest in assets held by Community Foundation of St. Joseph County of $(680). Form 990, Part III, Line 4d WEATHERIZATION-families whose income is below 150% of 631726. 376733. 0. Form 990, Part III, Line 4d HOME HEALTH CARE - provides home health care to 1832655. 1823403. 12649. Form 990, Part III, Line 4d COMMUNITY SERVICES - provides a range of services 716904. 283122. 0. Form 990, Part III, Line 4d AREA AGENCY ON AGING - provides a variety of 744040. 150989. 0. Form 990, Part III, Line 4d FOSTER GRANDPARENTS-provides an opportunity 208128. 110957. 0. Form 990, Part III, Line 4d TRANSPORTATION-provides escort and transportation 278382. 685. 74852. Form 990, Part III, Line 4d GUARDIANSHIP-serves the interests of older adults 210813. 302. 48531. Form 990, Part III, Line 4d ALZHEIMER'S AND DEMENTIA SERVICES - provides education 279624. 14472. 312937. Form 990, Part IX, Line 24e Recognition 7219. 5854. 1365. 0. Form 990, Part IX, Line 24e Dues and subscriptions 47007. 44358. 311. 2338. Form 990, Part IX, Line 24e Training 8172. 6800. 1372. 0. Form 990, Part IX, Line 24e Other 35736. 34270. 3498. -2032. Form 990, Part IX, Line 24e Background checks 36. 36. 0. 0. Form 990, Part IX, Line 24e Other 16121. 0. 15550. 571. REAL Services Foundation Inc PO Box 1835 South Bend IN 466341835 351870984 Support REAL Services, Inc. IN 501(c)(3) 12 Type I REAL Services Inc false REAL Services Housing Inc PO Box 1835 South Bend IN 466341835 351883467 Lease facilities to REAL Services, Inc. IN 501(c)(3) 12 Type I REALServices Inc false false false true false false false false false false false true false false true true false false false false REAL Services Foundation Inc c 34649 Cash REAL Services Housing Inc k, o 239898 Cash REAL Services Foundation Inc n, o 0 N/A REAL Services Housing Inc o 0 N/A