2019-03-06T16:07:39-06:00 2018-06-30 840636698 OSBORNE PARSONS & ROSACKER LLP 601 NORTH NEVADA AVENUE COLORADO SPRINGS CO 80903 990 2017-07-01 237109922 SILVER KEY SENIOR SERVICES INC SILV 7198842300 1625 SOUTH MURRAY BLVD COLORADO SPRINGS CO 80916 PATRICIA ELLIS PRESIDENT/CEO 7198842300 2019-02-22 1 MITCHELL DOWNS CPA P00831972 7196362321 50.243.149.141 2019-02-22 14:18:30 MS P CACA4A21149C51A62E324F104225CDFF69FDC6A4 026DFEFD229AEAB3A73E82B65B05A0EE0C47974A 2017 2019-02-21 02:37:17Z JASON DEABUENO 1625 SOUTH MURRAY BLVD COLORADO SPRINGS CO 80916 7168687 0 X WWW.SILVERKEY.ORG X 1970 CO SERVICES SUPPORT QUALITY OF LIFE FOR SENIORS, ALLOWING THEM THE CHOICE OF SAFELY AGING IN PLACE WITH DIGNITY AND INDEPENDENCE. 16 16 82 647 16825 0 4136116 3336471 627764 2635460 1039571 322713 -45504 75723 5757947 6370367 697044 964412 0 0 2106104 2318305 0 0 245618 1951224 2221017 4754372 5503734 1003575 866633 11869235 12271181 1552500 1055092 10316735 11216089 X IN PARTNERSHIP WITH STAKEHOLDERS AND CARING VOLUNTEERS, SILVER KEY PROVIDES A VARIETY OF NUTRITION, TRANSPORTATION, AND SENIOR ASSISTANCE SERVICES AVAILABLE TO ANYONE AGE 60+ WITH THE GOALS OF PROMOTING INDEPENDENCE, SELF SUFFICIENCY, INDEPENDENT LIVING IN THE HOME, AND FULFILLING BASIC AND SOCIAL NEEDS, RELIEVING THE MANY BURDENS OF OLD AGE AND PRESERVING THE DIGNITY AND SELF RESPECT OF THE ELDERLY PERSON. 0 0 1208217 1101107 SILVER KEY RESERVE & RIDE - SILVER KEY PROVIDES DOOR-THROUGH-DOOR ADA ACCESSIBLE TRANSPORTATION FOR MEDICAL APPOINTMENTS, SHOPPING, GROUP MEALS, SOCIAL ACTIVITIES, AND RECREATION TRIPS. RESERVE & RIDE TRANSPORTATION ACCOMMODATES WHEELCHAIRS, WALKERS, THOSE NEEDING A LIFT DEVICE, OXYGEN, AND OTHER SPECIAL NEEDS. ANYONE 60 YEARS OR OLDER, LIVING IN THE GREATER COLORADO SPRINGS AREA, AND REGISTERED WITH SILVER KEY RESERVE & RIDE CAN USE THIS SERVICE TO REMAIN ACTIVE AND INDEPENDENT. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY PROVIDED 44,469 RIDES. 2814399 885363 1310330 SILVER KEY NUTRITION PROGRAM IS COMPRISED OF SILVER KEY HOME DELIVERED MEALS, INCLUDING MEALS ON WHEELS, GOLDEN CIRCLE NUTRITION PROGRAM AND THE FOOD PANTRY PROGRAM - FRESHLY PREPARED MEALS ARE CONVENIENTLY BROUGHT TO SILVER KEY CLIENTS AT THEIR HOME IN COLORADO SPRINGS, MANITOU SPRINGS, MONUMENT, CALHAN, FOUNTAIN AND THE SECURITY-WIDEFIELD AREA, BY FRIENDLY VOLUNTEERS 3 OR 5 DAYS A WEEK, WITH RE-HEATABLE MEALS AVAILABLE FOR THE WEEKEND. CAREGIVERS AND FAMILY MEMBERS WHO ARE STILL WORKING, OUT OF TOWN, OR NOT ABLE TO BE THERE FOR LOVED ONES EVERY DAY ARE ABLE TO ARRANGE FOR AND BENEFIT FROM SILVER KEY HOME DELIVERED MEALS AS WELL. SILVER KEY IS ALSO THE AREA MEALS ON WHEELS PROVIDER, DELIVERING HOT, NUTRITIOUS MEALS AND A WELCOME VISIT TO LOW-INCOME SENIORS THROUGH FUNDING SUPPORT FROM GRANTS AND COMMUNITY DONATIONS. WITH HEALTHY FOOD SEVEN DAYS A WEEK, AGING IN PLACE HAS NEVER BEEN EASIER! DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY PROVIDED 69,634 MEALS.SILVER KEY'S FOOD PANTRY DISTRIBUTES GOVERNMENT FOOD ASSISTANCE TO HELP SENIORS WHO QUALIFY FOR FEDERAL ASSISTANCE WITH GROCERIES EACH MONTH THROUGH CSFP (COMMODITY SUPPLEMENTAL FOOD PROGRAM) AND TEFAP (THE EMERGENCY FOOD ASSISTANCE PROGRAM). THESE FOOD BOXES ALLOW SENIORS TO STRETCH THEIR FOOD DOLLARS FURTHER BY SUPPLEMENTING THEIR DIETS WITH A VARIETY OF FOODS. SILVER KEY ALSO PROVIDES FOOD AND ASSISTANCE FOR PEOPLE AGE 60+ IN A TEMPORARY EMERGENCY SITUATION. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY PROVIDED 22,784 BOXES OF FOOD TO SENIORS IN THE COMMUNITY.SILVER KEY CONNECTIONS CAFE - SILVER KEY PROVIDES FOOD, FRIENDSHIP, AND FUN FOR ANYONE AGE 60+ AT TWENTY SILVER KEY CONNECTIONS CAF SITES THROUGHOUT THE COMMUNITY. HOT, HEALTHY MEALS IN A SOCIAL SETTING PLUS MONTHLY NUTRITIONAL EDUCATION INFORMATION HELP KEEP OLDER ADULTS ENGAGED. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY PROVIDED 117,838 MEALS. 649336 76793 137839 SILVER KEY SENIOR ASSISTANCE - SILVER KEY'S EXPERIENCED CASE MANAGEMENT TEAM ASSISTS SENIORS AND THEIR FAMILIES AS THEY NAVIGATE THE AGING PROCESS. HOLISTIC ASSESSMENTS ARE COMPLETED WITH EACH CLIENT SERVED, TO IDENTIFY AND RESOLVE BARRIERS TO THEIR CONTINUED INDEPENDENCE AND SAFETY. SILVER KEY PROVIDES ASSISTANCE WITH RENT, UTILITIES, MEDICAL EXPENSES, BENEFIT APPLICATIONS, FOOD, TRANSPORTATION, AND BUDGET COACHING. SERVICES ARE COORDINATED WITH MANY DIFFERENT AGENCIES IN EL PASO COUNTY AND ARE TARGETED TO HELP SENIORS ACHIEVE STABILITY AND MAINTAIN INDEPENDENCE. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY CASE MANAGERS SERVED 1,885 CLIENTS AND THE INFORMATION AND REFERRAL HELPLINE RECEIVED OVER 26,479 CALLS.OTHER SENIOR ASSISTANCE SERVICES INCLUDE: GUARDIANSHIP AND POWER OF ATTORNEY SERVICES ARE FOR SENIORS WHO NEED SOMEONE TO ACT ON THEIR BEHALF WITH MEDICAL DECISIONS. SILVER KEY SERVES AS GUARDIAN BY COURT APPOINTMENT FOR SENIORS, WHOM THE COURT HAS DEEMED UNABLE TO MAKE SAFE DECISIONS, PROVIDING COMPREHENSIVE, PERSONALIZED CARE MANAGEMENT SERVICES AND ADVOCACY. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY PROVIDED GUARDIANSHIP CARE FOR 36 CLIENTS.SILVER KEY SENIOR OUTREACH SERVICES (SOS) IS A COLLABORATIVE PROGRAM IN WHICH SILVER KEY AND UCCS AGING CENTER IDENTIFY SENIORS WHO COULD BENEFIT FROM MENTAL HEALTH SERVICES AND CONNECT THEM WITH THE APPROPRIATE RESOURCES. THE PUBLIC IS ENCOURAGED TO HELP IDENTIFY OLDER ADULTS WHO MAY NEED EMOTIONAL OR OTHER SUPPORT AND/OR A CONNECTION TO COMMUNITY RESOURCES. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY PROVIDED 286 CLIENTS WITH SOS SERVICES. 235675 2256 86184 SILVER KEY FRIENDS THRIFT STORE - COMMUNITY DONATIONS AND PURCHASES OF GENTLY USED ITEMS AT THE SILVER KEY FRIENDS THRIFT STORE SUPPORT SILVER KEY'S MISSION. THE STORE ALSO FEATURES A SPECIALTY HOME MEDICAL EQUIPMENT DEPARTMENT FOR CLEAN, USED WHEELCHAIRS, CANES AND OTHER MOBILITY AIDS. SILVER KEY PROVIDES VOUCHERS FOR THE SILVER KEY FRIENDS THRIFT STORE THROUGH SENIOR ASSISTANCE. DURING THE YEAR ENDED JUNE 30, 2018, SILVER KEY FRIENDS THRIFT STORE SALES WERE $83,782. 235675 2256 86184 4907627 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 82 1 1 1 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7198842300 1625 SOUTH MURRAY BLVD COLORADO SPRINGS CO 80916 STEVE BARON CHAIRMAN 1.00 X X 0 0 0 CARLA HARTSELL SECOND VICE-CHAIRMAN/CHAIRMAN 1.00 X X 0 0 0 CHERYL SOLZE TREASURER 1.00 X X 0 0 0 DAVID LORD DIRECTOR 1.00 X 0 0 0 REBECCA HURLEY DIRECTOR 1.00 X 0 0 0 PRESTON M BRIGGS DIRECTOR/FIRST VICE-CHAIR 1.00 X X 0 0 0 MAY ELLEN MCNALLY FIRST VICE-CHAIR 1.00 X X 0 0 0 ARLENE STEIN SECRETARY 1.00 X X 0 0 0 JOCELYN WALL IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JULIE BOSWELL DIRECTOR 1.00 X 0 0 0 JAN MARTIN DIRECTOR/FIRST VICE-CHAIR 1.00 X X 0 0 0 DR AMY SILVA-SMITH DIRECTOR/SECRETARY 1.00 X X 0 0 0 STEVE HUNSINGER DIRECTOR 1.00 X 0 0 0 COMMANDER SCOTT WHITTINGTON DIRECTOR 1.00 X 0 0 0 LYNNE JONES DIRECTOR 1.00 X 0 0 0 DAVE BUNKERS DIRECTOR 1.00 X 0 0 0 MIKE ROWE DIRECTOR 1.00 X 0 0 0 GREG BROECKLEMAN DIRECTOR 1.00 X 0 0 0 PATRICIA ELLIS PRESIDENT AND CEO 40.00 X 117342 0 4008 ROBYN HANDY CHIEF FINANCIAL OFFICER 40.00 X 45878 0 1056 DEB RISDEN CHIEF OPERATIONS OFFICER 40.00 X 63369 0 8797 LORRI ORWIG CHIEF DEVELOPMENT OFFICER 40.00 X 69899 0 2462 296488 0 16323 1 0 0 0 0 19559 83685 330245 2902982 1045255 3336471 NUTRITION 900099 1310330 1310330 TRANSPORTATION 900099 1101107 1101107 CASE MANAGEMENT 900099 137839 137839 RETAIL 900099 86184 86184 2635460 170690 170690 222553 146830 75723 75723 16825 58898 732714 1503 582194 0 150520 1503 152023 152023 69296 83685 69296 0 6370367 2635460 16825 381611 964412 964412 345771 275206 45756 24809 1634299 1300770 216267 117262 176295 140317 23329 12649 161940 128891 21430 11619 152890 109463 37293 6134 16185 12120 1137 2928 10139 6287 2083 1769 274007 200576 60749 12682 32604 22104 3621 6879 33424 24064 8023 1337 524748 457460 53283 14005 35010 22222 3856 8932 FOOD & PACKAGING 674562 674562 VEHICLE EXPENSE 305295 305295 PROGRAM SUPPLIES 112257 112257 DUES AND SUBSCRIPTIONS 95714 81141 8134 6439 -45818 70480 -134472 18174 5503734 4907627 350489 245618 113224 265508 275043 156515 274071 41352 247115 556794 218759 7392660 1899537 4980760 5493123 1628676 1098144 142865 68304 3988722 4591441 11869235 12271181 272580 327435 24550 39500 1255370 688157 1552500 1055092 X 5874785 6229796 1124972 1589516 3316978 3396777 10316735 11216089 11869235 12271181 866633 32721 0 X 0 1 X 1 1 1 X 2304691 3015386 5701007 6374915 3336471 20732470 2304691 3015386 5701007 6374915 3336471 20732470 20732470 384821 194407 198672 217017 229588 1224505 29766 -25838 16825 20753 1739 2164 1718 -9067 -3446 21974282 4381719 0.94350 0.92990 X 0 0 1638577 110495 98847 742616 7159 1098144 1434250 53420 213431 50198 12326 1638577 1463280 3627 24634 8023 1434250 1388879 82248 7847 1463280 2097645 30000 209659 941432 6993 1388879 1.00000 0 0 716799 716799 4397485 484121 3913364 2278376 1415416 862960 5493123 BENEFICIAL INTEREST IN CHARITABLE TRUSTS 4422540 OTHER ASSETS 168901 4591441 X PART V, LINE 4: THE GENERAL PURPOSE OF THE FUND IS TO IMPROVE THE ABILITY OF THE ORGANIZATION TO CONTINUOUSLY CARRY OUT ITS MISSION BY: 1. HELPING TO ENSURE THE LONG-TERM FINANCIAL STABILITY OF THE ORGANIZATION; 2. POSITIONING IT TO RESPOND TO VARYING ECONOMIC CONDITIONS AND CHANGES AFFECTING THE ORGANIZATION'S FINANCIAL POSITION; 3. CREATING AN INTERNAL LINE OF CREDIT TO MANAGE FINANCIAL FLEXIBILITY; AND 4. SEIZING STRATEGIC OPPORTUNITIES. OPERATING RESERVES ARE INTENDED TO PROVIDE AN INTERNAL SOURCE OF FUNDS FOR SITUATIONS SUCH AS A SUDDEN INCREASE IN EXPENSES, ONE-TIME UNBUDGETED EXPENSES, UNANTICIPATED LOSS IN FUNDING, OR UNINSURED LOSSES. OPERATING RESERVES MAY ALSO BE USED FOR ONE-TIME, NONRECURRING EXPENSES THAT WILL BUILD LONG-TERM CAPACITY, SUCH AS INVESTMENT IN INFRASTRUCTURE. OPERATING RESERVES ARE NOT INTENDED TO REPLACE A PERMANENT LOSS OF FUNDS OR ELIMINATE AN ON-GOING BUDGET GAP. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND COMPARABLE COLORADO LAW AS A CHARITABLE ORGANIZATION, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(2) OF THE CODE, IS SUBJECT TO FEDERAL AND COLORADO INCOME TAX. FOR THE YEAR ENDED JUNE 30, 2018, THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION EVALUATES THE EFFECT OF UNCERTAIN INCOME TAX POSITIONS, IF ANY, AND PROVIDES FOR THOSE POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF US GAAP. THE ORGANIZATION DISCLOSES ANY MATERIAL ADJUSTMENTS AS A RESULT OF TAX EXAMINATIONS. THE ORGANIZATION REPORTS INTEREST AND PENALTIES RESULTING FROM THESE ADJUSTMENTS AS INTEREST EXPENSE AND OTHER EXPENSES, AS APPLICABLE. THERE WERE NO INCOME TAX EXAMINATIONS OR ADJUSTMENTS RELATING THEREFROM FOR THE YEAR ENDED JUNE 30, 2018. THE ORGANIZATION'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE IT IS FILED. AS OF JUNE 30, 2018, THE INFORMATIONAL TAX RETURNS FOR THE THREE PRIOR YEARS ARE CONSIDERED OPEN FOR INTERNAL REVENUE SERVICE EXAMINATION. ROCK'IN THE 60'S 152981 83685 69296 19181 3000 21634 13782 11699 152981 83685 69296 19181 3000 21634 13782 11699 69296 0 0 MEDICAL, PRESCRIPTIONS, DENTAL 50 10247 FMV JJJ HOUSING 147 43697 FMV UTILTIES 17 2534 FMV MISCELLANEOUS ASSISTANCE 905 2570 20000 FMV HOME DELIVERED MEALS 58 70156 FMV CSFP, TEFAP AND CARE AND SHARE 1945 815208 PART I, LINE 2: THE ORGANIZATION HAS COMPUTER SOFTWARE THAT TRACKS THE AMOUNT AND TYPE OF ASSISTANCE A CLIENT RECEIVES. THERE IS CRITERIA THE ORGANIZATION HAS IMPLEMENTED TO ASCERTAIN THAT THE CLIENT IS IN NEED AS WELL AS FOLLOWS UP WITH THE CLIENT. THE ORGANIZATION RE-EVALUATES THE ELIGIBILITY OF THE CLIENTS ON A PERIODIC BASIS. THE INFORMATION IS ACCOUNTED FOR IN THE ACCOUNTING SYSTEM AND IS CODED AS TO TYPE OF ASSISTANCE THE CLIENT RECEIVED. THERE IS THE CAPABILITY TO TRACK THE AMOUNTS SPENT OR APPLIED AGAINST A GRANT THAT THE ORGANIZATION RECEIVED FOR A SPECIFIC PURPOSE. X 2 110495 FMV X 212 807332 FMV X THRIFT STORE ITEMS 626 86037 FMV X OTHER 20 21391 FMV X HOLIDAY PROJECT GOODS 200 20000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS EMAILED TO THE ENTIRE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND EMPLOYEES FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. ANY ITEMS OF CONCERN ARE ADDRESSED AND IF SERIOUS ENOUGH, APPROPRIATE ACTION IS TAKEN, INCLUDING DISMISSAL. IF THERE IS A OF INTEREST WITH A BOARD MEMBER ON ANY ITEM THAT REQUIRES A BOARD VOTE, THAT MEMBER IS REQUIRED TO EXCUSE HIM/HERSELF FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED UTILIZING COMPARABILITY DATA. THE COMPARABILITY DATA IS UTILIZED TO ASCERTAIN THAT THE LEVEL OF COMPENSATION IS NOT EXCESSIVE. THE ORGANIZATION UTILIZES COMPENSATION SURVEYS BY MOUNTAIN STATES EMPLOYERS COUNCIL. IN YEARS WHERE THERE ARE NO SALARY INCREASES, THIS DATA IS RELIED UPON FROM THE YEAR BEFORE. THE SALARIES AND WAGES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED UTILIZING COMPARABILITY DATA. THE ORGANIZATION UTILIZES COMPENSATION SURVEYS BY MOUNTAIN STATES EMPLOYERS COUNCIL. IN YEARS WHERE THERE ARE NO SALARY INCREASES, THIS DATA IS RELIED UPON FROM THE YEAR BEFORE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON THE GUIDESTAR WEBSITE. THE FINANCIAL AUDIT, FORM 990, AS WELL AS OTHER DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST. SILVER KEY SENIOR SERVICES FOUNDATION 1625 S MURRAY BOULEVARD COLORADO SPRINGS CO 80916 841401179 SUPPORT FOR SILVER KEY SERVICES, INC. CO 501(C)(3) LINE 12A, I SILVER KEY SENIOR SERVICES INC 0 SK SOCIAL ENTERPRISES INC 1625 S MURRAY BLVD COLORADO SPRINS CO 80916 812480760 ELDERLY SERVICES CO SILVER KEY SENIOR SERVICES INC C -18001 3326 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SILVER KEY SENIOR SERVICES INC C 162847 FMV