2019-11-19T16:10:44-06:00 2019-03-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2018-04-01 751085555 SENIOR CITIZENS OF GREATER DALLAS INC SENI 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 STACEY MALCOLMSON PRESIDENT AND CEO 2148235700 2019-11-18 1 IRA L NEVELOW P00083210 9724901970 174.47.139.16 2019-11-18 17:30:43 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 156379E830DA90E450AA26A0587AD20B8B0D98EF 2018 2020-03-31 21:24:44Z THE SENIOR SOURCE STACEY MALCOLMSON 3910 HARRY HINES BLVD DALLAS TX 75219 6962356 0 X WWW.THESENIORSOURCE.ORG X 1961 TX TO ENHANCE THE OVERALL QUALITY OF LIFE AND EMPOWER ALL OLDER ADULTS IN GREATER DALLAS TO THRIVE. 47 47 69 3018 0 0 5102336 5186164 526111 532061 159181 197567 -56945 -68024 5730683 5847768 367512 429608 0 0 4201771 4097950 0 0 463528 1929281 1691740 6498564 6219298 -767881 -371530 9557439 9149850 515146 646599 9042293 8503251 X TO ENHANCE THE OVERALL QUALITY OF LIFE AND EMPOWER ALL OLDER ADULTS IN GREATER DALLAS TO THRIVE. 0 0 1786455 429608 262100 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. 7,000 INDIVIDUALS RECEIVED PREVENTION SERVICES IN THE AREAS OF INSURANCE COUNSELING, FINANCIAL COUNSELING, CONSUMERCREDIT COUNSELING, EMPLOYMENT, MONEY MANAGEMENT AND FINANCIAL SUPPORT. ADDITIONALLY, 9,030 INDIVIDUALS WERE EDUCATION ON THE SERVICES OF THE ELDER FINANCIAL SAFETY CENTER, FRAUDS AND SCAMS, AND ENSURING FINANCIAL SECURITY. 54% OF CLIENTS RECEIVING PREVENTION SERVICES INCREASED THEIR INCOME OR DECREASED THEIR EXPENSES WITH TOTAL FINANCIAL IMPACT OF $5.5M. 685645 FOSTER GRANDPARENT PROGRAM - 113 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 110,594 HOURS OF SPECIAL ATTENTION. 6,391 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: 96% IMPROVED THEIR ACADEMIC PERFORMANCE IN LITERACY OR MATH AND 97% DEMONSTRATED GAINS IN SOCIAL AND EMOTIONAL DEVELOPMENT. 735683 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 232 ASSISTED LIVING FACILITIES. OMBUDSMEN ADRESSED 5,006 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 87% OF THE COMPLAINTS TO THE RESIDENT'S COMPLETE SATISFACTION, EXCEEDING THE NATIONAL AVERAGE OF 59% OF COMPLAINT RESOLUTION. ADDITIONALLY, 1,825 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. 300795 CAREGIVER SUPPORT PROGRAM - 1,118 OLDER ADULTS AND FAMILY CAREGIVERS RECEIVED SUPPORTIVE COUNSELING, INFORMATION AND RESOURCES TO HELP NAVIGATE THE CHALLENGES OF AGING AND CARING FOR AGING LOVED ONES. 84.2% 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. 463995 SENIOR COMPANION PROGRAM - 83 LOW-INCOME SENIOR COMPANIONS IN DALLAS AND COLLIN COUNTIES PROVIDED 15 TO 40 HOURS A WEEK OF ASSISTANCE FOR A TOTAL OF MORE THAN 65,945 HOURS TO 94 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 WERE ABLE TO MAINTAIN THEIR INDEPENDENCE BECAUSE THEY HAD THE ASSISTANCE OF A SENIOR COMPANION 475020 74745 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 HEATH AND HUMAN SERVICES COMMISSION OF THE STATE OF TEXAS, AND ALL WERE GRANTED CONTINUANCE BASED ON THE QUALITY OF CARE CLIENTS RECEIVED. 302243 RETIRED AND SENIOR VOLUNTEER PROGRAM - 793 RSVP MEMBERS IN DALLAS AND COLLIN COUNTIES VOLUNTEERED AT MORE THAN 80 NONPROFIT AGENCIES, HOSPITALS, AND SCHOOLS. 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 48, 624 HOURS OF SERVICE WORTH $1,200,526.50, 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. 205651 AGE - ADVOCACY GROUP FOR ELDERS - THE AGE PROGRAM MOBILIZED 386 INDIVIDUALS 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. 249789 195216 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. 18078 LEGACY CORPS IS A COMMUNITY-BASED CAREGIVER SUPPORT PROGRAM BY AND FOR VETERANS OF ALL WARS AND VETERAN/MILITARY FAMILIES. LEGACY CORPS UTILIZES HIGHLY TRAINED VOLUNTEERS TO PROVIDE A RANGE OF CAREGIVER SUPPORT SERVICES INCLUDING IN-HOME RESPITE CARE, INFORMATION, AND LINKAGES TO OTHER COMMUNITY SUPPORT SYSTEMS, HOSPITAL TO HOME TRANSITION SERVICES, AND OTHER RELATED SERVICES. 2015571 269961 5223354 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 9 0 1 69 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 47 47 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 ANDREW BARR 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 AT-LARGE 0.50 X 0 0 0 MARVIN FRANKLIN DIRECTOR 0.30 X 0 0 0 ELIZABETH GAMBRELL DIRECTOR 0.30 X 0 0 0 BEVERLY BELL GODBEY CHAIR-ELECT 0.30 X 0 0 0 MIKE HAEFNER DIRECTOR 0.30 X 0 0 0 KRIS HANBERRY AT-LARGE 0.50 X 0 0 0 RWAN HARDESTY DIRECTOR 0.30 X 0 0 0 PETER B HEGI DIRECTOR 0.30 X 0 0 0 CAROL LUPTON HUCKIN AT-LARGE 0.50 X 0 0 0 LISA WRAY LONGINO DIRECTOR 0.30 X 0 0 0 MARYKAY MANNING DIRECTOR 0.30 X 0 0 0 DONNA STRITTMATTER MAX DIRECTOR 0.30 X 0 0 0 SHARON MCCULLOUGH DIRECTOR 0.30 X 0 0 0 CAROLYN L MILLER DIRECTOR 0.30 X 0 0 0 CONNIE O'NEILL DIRECTOR 0.30 X 0 0 0 CHAD PARK DDS DIRECTOR 0.30 X 0 0 0 TOM RHODES JR DIRECTOR 0.30 X 0 0 0 JAMES R RILEY DIRECTOR 0.30 X 0 0 0 PAT ROSENTHAL DIRECTOR 0.30 X 0 0 0 MICHAEL SHTOFMAN AT-LARGE 0.50 X 0 0 0 ARTHUR SIMMONS DIRECTOR 0.30 X 0 0 0 MIGUEL SOLIS DIRECTOR 0.30 X 0 0 0 LARRY TAYLOR DIRECTOR 0.30 X 0 0 0 BETH THOELE DIRECTOR 0.30 X 0 0 0 JEFF VANDERBILT DIRECTOR 0.30 X 0 0 0 DANIEL W VARGA MD DIRECTOR 0.30 X 0 0 0 MARILYN H WEBER CORPORATE SECRETARY 0.50 X 0 0 0 JOHN R TAYLOR III PAST - CHAIRMAN 0.50 X 0 0 0 MICHAEL P MASSAD JR CHAIRMAN 1.00 X 0 0 0 THOMAS J MASTOR DIRECTOR 0.30 X 0 0 0 REBECCA J WYNNE PLANNING CHAIR 0.50 X 0 0 0 TIM DWIGHT TREASURER 0.50 X 0 0 0 J PETER KLINE AT-LARGE 0.50 X 0 0 0 VINCE ACKERSON DIRECTOR 0.30 X 0 0 0 STEPHANIE M BERNAL DIRECTOR 0.30 X 0 0 0 DEN BISHOP DIRECTOR 0.30 X 0 0 0 ANNA GORMAN DIRECTOR 0.30 X 0 0 0 RABBI ANDREW PALEY DIRECTOR 0.30 X 0 0 0 PAM PERELLA DIRECTOR 0.30 X 0 0 0 KIM QUINN DIRECTOR 0.30 X 0 0 0 MICHAEL J SCHAEFER DIRECTOR 0.30 X 0 0 0 CARTER TOLLESON DIRECTOR 0.30 X 0 0 0 BOB WHITE DIRECTOR 0.30 X 0 0 0 CORTNEY NICOLATO PRESIDENT & CEO 40.00 X 139935 0 26878 RENAE PERRY CHIEF OPERATING OFFICER 40.00 X 117105 0 5249 STEPHANIE RUSSELL CHIEF DEVELOPMENT OFFICER 40.00 X 103509 0 13526 HASSAN TAHAT CHIEF FINANCIAL OFFICER 40.00 X 96012 0 19814 STACEY MALCOLMSON PRESIDENT & CEO 40.00 X 39470 0 3222 KRISTIN DUPONT DIRECTOR OF MARKETING 40.00 X 87090 0 12882 KATIE DICKINSON CHIEF ACCOUNTING OFFICER 40.00 X 81151 0 10020 664272 0 91591 3 0 1 0 0 275000 1408535 1941340 1561289 208410 5186164 CLIENT UTILITY ASSISTANCE 900099 260000 260000 ELDERCARE PTRS FEES 900099 195216 195216 GUARDIANSHIP FEES 900099 65648 65648 VGP CLIENT 900099 9097 9097 FOOD/TRAVEL REIMBURSE 900099 2100 2100 532061 56 56 1178024 980513 197511 197511 197511 66051 1408535 134075 -68024 -68024 5847768 532061 0 129543 429608 429608 815761 425205 121726 268830 2553935 2384512 63922 105501 160438 153263 7175 329096 286953 24872 17271 238720 201151 12428 25141 33680 29638 1348 2694 132193 118945 12430 818 13816 12470 1188 158 44086 36396 3903 3787 64660 57098 2503 5059 208973 180982 9594 18397 128517 125964 1487 1066 50075 31064 18166 845 221977 221977 STIPEND 475794 475794 FOOD/MEALS 73036 67836 4983 217 PROGRAM SUPPLIES 48772 47967 578 227 TELEPHONE 38973 34029 3003 1941 157188 124479 28308 4401 6219298 5223354 532416 463528 173370 213764 48559 202552 295154 96151 57534 3044 6580 7481745 2591826 5056364 4889919 3967082 3686899 10317 0 9557439 9149850 141818 151285 363011 495314 10317 0 515146 646599 X 6398561 6363702 2643732 2139549 9042293 8503251 9557439 9149850 -371530 -167512 0 X X 0 1 X 1 1 1 X 4961397 5358642 5069311 5102336 5186164 25677850 4961397 5358642 5069311 5102336 5186164 25677850 2686717 22991133 4524 5983 7173 209 56 17945 3071 3182 6253 25702048 2012480 0.89450 0.86840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1381450 1381450 5350429 1946538 3403891 199154 142007 57147 550712 503281 47431 4889919 MUTUAL FUNDS 3686899 F 3686899 X 5935148 -167512 120817 134075 87380 5847768 0 5847768 6474190 120817 134075 254892 6219298 0 6219298 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, 2019, THE ORGANIZATION'S TAX YEARS 2016 THROUGH 2018 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 134,075. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 134,075. SPIRIT LUNCHEON 1137799 1093900 43899 854 36934 43899 27188 SAGE SOCIETY 226402 213122 13280 1300 13280 250 2498 2 110385 101513 8872 2000 5872 1474586 1408535 66051 854 38234 57179 2250 35558 134075 -68024 1 ASSIST LOW INCOME CLIENTS IN PAYING THEIR UTILITY BILLS 2591 316880 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 CORTNEY NICOLATO PRESIDENT & CEO 138810 0 0 0 1125 0 13088 0 13790 0 166813 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. COMPENSATION COMMITTEE OF BOARD OF DIRECTORS EVALUATES CEO PERFORMANCE BI-ANNUALLY AND MAKES COMPENSATION DECISIONS. X 23542 THRIFT SHOP VALUE X 11 44186 COST X SHARING THE WARMTH 0 112728 COST X SUPPLIES/GIFTS 96 27249 THRIFT SHOP VALUE X TRAVEL/PARKING 2 705 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 FRINGE BENEFITS. COMPENSATION DATA INCLUDES COMMUNITY COUNCIL SALARY AND BENEFITS GUIDE, GUIDE STAR COMPENSATION REPORTS AND INDIVIDUAL KNOWLEDGE OF OTHER NON-PROFITS. HIRING OF A NEW PRESIDENT & CEO TOOK PLACE UPON PRIOR CEO'S DEPARTURE. THE SEARCH COMMITTEE CONSISTS OF CURRENT AND PAST BOARD MEMBERS AND HIRED SEARCH COMMITTEE ACCOMPLISHED HIRING. 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. MAKE UP OF THE AUDIT COMMITTEE MAY CHANGE ANNUALLY DEPENDING ON BOARD MEMBERS SELECTION OF THE COMMITTEE. THE FINANCE COMMITTEE RECEIVES MONTHLY FINANCIALS, AND THE BOARD OF DIRECTORS RECEIVES FINANCIALS AT EVERY MEETING.