2018-11-13T15:10:06-06:00 2017-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2017-01-01 351329223 AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS INC AREA 7654477683 660 NORTH 36TH STREET LAFAYETTE IN 47905 ELVA JAMES EXECUTIVE DIRECTOR 7654477683 2018-11-13 1 AMANDA VANNATTA P00948755 6082741980 2018-11-13 216.54.158.12 2018-11-13 10:55:24 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D39DFCF308E29798099C6E98D97B6F6C3915D4BA 2017 2019-02-21 02:37:17Z ELVA JAMES 660 NORTH 36TH STREET LAFAYETTE IN 47905 7205267 0 X WWW.AREAIVAGENCY.ORG X 1983 IN ENABLING LOW-INCOME & DISADVANTAGED FAMILIES & INDIVIDUALS OF ALL AGES TO ATTAIN THE SKILLS, KNOWLEDGE, MOTIVATION & TO SECURE THE OPPORTUNITY NEEDED FOR THEM TO BECOME FULLY SELF-SUFFICIENT, OR IN THE CASE OF DISABILITY, INDEPENDENT & SELF-SUFFICIENT TO THE EXTENT FEASIBLE; TO INTERVENE AT CRITICAL POINTS IN THE CAUSES OF POVERTY; ENABLE LOW-INCOME & DISADVANTAGED FAMILIES & INDIVIDUALS TO WORK TO IMPROVE THEIR SELF-SUFFICIENCY; ASSIST OLDER & DISABLED PERSONS TO MAINTAIN THEIR INDEPENDENCE & DIGNITY & TO PROVIDE CONTINUING RESEARCH RELATED TO THE PROBLEMS OF AGING AND POVERTY. 18 18 81 521 0 0 7311601 6291020 708807 914247 0 -5677 0 0 8020408 7199590 3979917 3334960 0 0 2924019 2718497 0 0 0 1214438 1229398 8118374 7282855 -97966 -83265 1591299 1300167 935569 722888 655730 577279 X THE MISSION OF AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS, INC. IS TO FOSTER A BETTER QUALITY OF LIFE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES. THE AGENCY WILL MAXIMIZE AND MAKE THE BEST USE OF ALL FINANCIAL AND HUMAN RESOURCES, WITH COMPASSION AND RESPECT FOR THE DIGNITY OF EACH INDIVIDUAL SERVED AND WITH STEWARDSHIP THAT REFLECTS OUR COMMITMENT TO ACCOUNTABILITY, INTEGRITY, AND QUALITY SERVICES. 0 0 2100035 172796 129063 AREA AGENCY ON AGING - THIS PROGRAM PROVIDES A WIDE VARIETY OF SERVICES TO OLDER INDIVIDUALS, INCLUDING PREPARATION AND SERVING OF MEALS (81,223 MEALS), PROVISION OF IN-HOME HEALTH AND HOME MAINTENANCE SERVICES (37,151 HOURS), ACCESS TO SENIOR ACTIVITY CENTER (88,932 HOURS), 234 VOUCHERS ISSUED TO SENIOR FARMERS MARKET, AND 15,378 INDIVIDUALS RECEIVED INFORMATION AND ASSISTANCE. THE TOTAL NUMBER OF SENIOR CITIZENS SERVED WAS 7,233. 1437281 1272141 3451 ENERGY ASSISTANCE - PROVIDES ASSISTANCE FOR ELDERLY AND LOW-INCOME HOUSEHOLDS TO MEET ENERGY BILLS TO ASSURE THAT THEY HAVE HEAT THROUGH THE WINTER. IN 2017, 1,796 FAMILIES (5,962 INDIVIDUALS) WERE SERVED. 932781 797717 383 HOUSING- PROVIDES AFFORDABLE HOUSING PROJECT BENEFITS TO LOW-TO-MODERATE INCOME PERSONS, OLDER ADULTS, PHYSICALLY AND MENTALLY DISABLED PERSONS, HOMELESS PERSONS, AND SPECIAL NEEDS POPULATIONS. IN 2017, 717 INDIVIDUALS WERE SERVED. 888827 557154 538119 CASE MANAGEMENT - PROVIDES A SYSTEM THAT ENSURES DELIVERY OF APPROPRIATE SERVICES TO SENIOR AND DISABLED INDIVIDUALS. IN 2017, 783 FAMILIES WERE SERVED. 774441 411352 1041 WEATHERIZATION-PROVIDES ENERGY AUDITS OF HOMES IN ORDER TO HELP THE OCCUPANT CONSERVE ENERGY AND SAVE MONEY. IN 2017, 126 INDIVIDUALS WERE SERVED. 432717 123796 242051 COMMUNITY SERVICES-PROVIDES VOLUNTEER SERVICES TO UNDERSERVED PERSONS WITHIN AREA IV AGENCY'S EIGHT-COUNTY SERVICE AREA. IN 2017, 521 INDIVIDUALS PARTICIPATED IN THIS PROGRAM PROVIDING 7,054 HOURS. 56927 4 139 TRANSPORTATION-HOPE TRANSIT PROVIDES TRANSPORTATION FOR OLDER OR MOBILITY-IMPAIRED PERSONS TO MEDICAL APPOINTMENTS. IN 2017, 32 INDIVIDUALS WERE SERVED.VOLUNTEER TRANSIT PROVIDES PUBLIC TRANSPORTATION FOR ALL PERSONS RESIDING IN BENTON COUNTY. IN 2017, 445 INDIVIDUALS WERE SERVED. 2152912 1092306 781350 6623009 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 139 0 81 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X JULIE HACKERD 7654477683 660 NORTH 36TH STREET LAFAYETTE IN 47905 CAROL CLARK DIRECTOR 2.00 X 0 0 0 MICHAEL CRUZ DIRECTOR 2.00 X 0 0 0 KATHY ELMORE DIRECTOR 2.00 X 0 0 0 CATHY GROSS DIRECTOR 2.00 X 0 0 0 LISA HENRY DIRECTOR 2.00 X 0 0 0 ANN HUNT DIRECTOR 2.00 X 0 0 0 JULIA LEAHY DIRECTOR 2.00 X 0 0 0 CINDY MURRAY DIRECTOR 2.00 X 0 0 0 JIM OLIVER DIRECTOR 2.00 X 0 0 0 ANNE PAINTER DIRECTOR 2.00 X 0 0 0 YVONE RENZ DIRECTOR 2.00 X 0 0 0 DAVID ROSENTHAL DIRECTOR 2.00 X 0 0 0 SANDRA RUBY DIRECTOR 2.00 X 0 0 0 LINDA SPROULL DIRECTOR 2.00 X 0 0 0 JORETTA TINSMAN PRESIDENT 3.00 X X 0 0 0 CINDY MASON VICE PRESIDENT 3.00 X X 0 0 0 DIANNE WILLIAMS SECRETARY 3.00 X X 0 0 0 HUBERT SHACKLETON TREASURER (THRU MAY) 3.00 X X 0 0 0 CHRIS OVERMAN TREASURER 3.00 X X 0 0 0 ELVA JAMES EXECUTIVE DIRECTOR 47.00 X 73705 0 25373 JULIE HACKERD DEPUTY DIR. RESOURCES & OPERATIONS 47.00 X 59072 0 14628 132777 0 40001 0 0 0 0 MIDLAND MEALS 3313 CONCORD RD LAFAYETTE IN 47909 MEAL SERVICES 606756 TAW INSULATION INC 10401 E 200 N LAFAYETTE IN 47905 HOME WEATHERIZATION 157843 COMFORT KEEPERS - SCOTT SKINNER INC 1803 S CREASY LN LAFAYETTE IN 47905 HOME HEALTH SERVICES 145866 HELP AT HOME INC 1 N STATE ST STE 800 CHICAGO IL 60602 HOME HEALTH SERVICES 144330 BOILER HEATING AND COOLING 86 CREASY CT LAFAYETTE IN 47905 HOME WEATHERIZATION 125454 6 6115679 175341 7420 6291020 CASE MANAGEMENT REVENUE 624100 538119 538119 COMMUNITY SERVICES REVENUE 624200 242051 242051 AREA AGENCY ON AGING REVENUE 624100 129063 129063 ENERGY ASSISTANCE REVENUE 624200 3451 3451 WEATHERIZATION REVENUE 624100 1041 1041 522 522 914247 5677 -5677 -5677 -5677 7199590 914247 0 -5677 669885 669885 2665075 2665075 172778 172778 2093458 1762775 330683 49446 42901 6545 205025 195235 9790 197790 154002 43788 1150 1150 28603 24517 4086 88727 75055 13672 124783 115407 9376 9373 7929 1444 176995 153475 23520 76248 61390 14858 30165 25997 4168 13524 13524 29673 27713 1960 FOOD 578680 578680 PROGRAM SUPPLIES 29650 29650 DUES & SUBSCRIPTIONS 21897 17011 4886 DONATED SUPPLIES 7420 7420 12510 7742 4768 7282855 6623009 659846 0 342887 208940 1132310 960399 37116 31102 12651 7887 454960 400800 33520 54160 32815 37679 1591299 1300167 806095 632967 129474 61301 0 28620 935569 722888 X 578642 495327 53683 58497 23405 23455 655730 577279 1591299 1300167 -83265 4814 0 X 0 1 X 1 1 1 X 8838878 8485975 8185799 7311601 6291020 39113273 8838878 8485975 8185799 7311601 6291020 39113273 39113273 2252 1472 3724 39116997 3488605 0.99990 0.99990 X 1 163343 1359988 1376296 147035 0 32815 50 4814 37679 29517 350 2948 32815 30849 250 -1582 29517 26459 300 4090 30849 26039 400 20 26459 0.00000 0.62250 0.37750 1 0 454960 400800 54160 54160 X 7252921 4814 42840 47654 7205267 -5677 -5677 7199590 7331372 42840 5677 48517 7282855 0 7282855 PART IV, LINE 1B: THE ORGANIZATION OPERATES THE ORGANIZATIONAL PAYEE PROGRAM FOR INDIVIDUALS REFERRED BY THE SOCIAL SECURITY ADMINISTRATION WHO ARE UNABLE TO MANAGE THEIR OWN SOCIAL SECURITY FUNDS. THE ORGANIZATION MANAGES APPROXIMATELY 125 BANK ACCOUNTS IN THE NAMES OF THOSE INDIVIDUALS, INTO WHICH SOCIAL SECURITY DEPOSITS ARE MADE AND FROM WHICH DISBURSEMENTS ARE MADE ON BEHALF OF THOSE INDIVIDUALS. THE ORGANIZATION IS THE SIGNATORY ON THESE ACCOUNTS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSIST OF A FUND HELD BY GREATER LAFAYETTE COMMUNITY FOUNDATION ESTABLISHED FOR FURTHERANCE OF THE PURPOSE AND WORK OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF EQUIPMENT -5,677. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF EQUIPMENT 5,677. 1 MID-LAND MEALS INC 3313 CONCORD ROAD LAFAYETTE IN 47909 237337408 501(C)(3) 574403 NUTRITION SERVICES FLORA SENIOR CENTER 115 N DIVISION STREET FLORA IN 46929 356001025 TOWN OF FLORA 8786 TRANSPORTATION & AGING SERVICES WHITE COUNTY COUNCIL ON AGING INC PO BOX 421 MONTICELLO IN 47960 351337755 501(C)(3) 14635 TRANSPORTATION AND AGING SERVICES CARROLL COUNTY COUNCIL ON AGING INC 1001 S WASHINGTON STREET DELPHI IN 46923 351339153 501(C)(3) 11109 TRANSPORTATION SERVICES COMMUNITY ACTION PROGRAM INC OF WESTERN INDIANA PO BOX 188 COVINGTON IN 47932 356062298 501(C)(3) 24374 TRANSPORTATION SERVICES CRAWFORDSVILLE PARK & RECREATION INC 922 EAST SOUTH BLVD CRAWFORDSVILLE IN 47933 356000994 CITY OF CRAWFORDSVIL 12871 TRANSPORTATION SERVICES PAUL PHILLIPPE RESOURCE CENTER INC 401 W WALNUT STREET FRANKFORT IN 46041 351759676 501(C)(3) 15445 TRANSPORTATION SERVICES INDIANA LEGAL SERVICES INC 151 N DELAWARE STREET SUITE 1850 INDIANAPOLIS IN 46204 356059654 501(C)(3) 8262 LEGAL SERVICES 8 0 ENERGY ASSISTANCE 5962 1272141 HOUSING ASSISTANCE 717 797717 WEATHERIZATION ASSISTANCE 126 411352 COMMUNITY SERVICES ASSISTANCE 3245 183865 PART I, LINE 2: ALL GRANTS ARE DISBURSED FROM FUNDS RECEIVED UNDER STATE GRANTS, AND ARE ADMINISTERED IN ACCORDANCE WITH THE RELATED STATE AND FEDERAL REQUIREMENTS, INCLUDING ELIGIBILITY AND COST ALLOWABILITY. ALL SUCH GRANTS ARE SUBJECT TO MONITORING AND AUDIT BY THE GRANTOR AGENCIES AND THE ORGANIZATION'S INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS BYLAWS DURING THE YEAR: -ALL MEMBERS TO THE BOARD OF DIRECTORS WILL BE RESEATED AT THE DECEMBER MEETING, FOR THE FOLLOWING YEAR. -ANY GOVERNING BOARD MEMBER, RELATIVE OR STAFF COMPLETING A BENEFIT APPLICATION FOR ANY OF THE PROGRAMS ADMINISTERED BY AREA IV FILE WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR FOR DETERMINATION FOR APPROVAL OR DENIAL OF A BENEFIT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DEPUTY DIRECTOR, RESOURCES & OPERATIONS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND MAKE NOTE OF ANY CONFLICTS ON THAT FORM. WHEN A POTENTIAL CONFLICT OF INTEREST DOES EXIST A MEMBER OF THE BOARD MUST RECUSE HIM OR HERSELF FROM ALL PARTICIPATION IN THE MATTER, I.E. FROM DISCUSSING, QUESTIONING, COMMENTING AND VOTING ON THAT SPECIFIC MATTER. BOARD MEMBERS WHO ARE FOUND TO BE IN VIOLATION OF THIS POLICY SHALL BE UNDER THE AUTHORITY OF THE EXECUTIVE BOARD AND THE BY-LAWS OF THE AGENCY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY THE INDEPENDENT BOARD OF DIRECTORS AFTER CONSIDERATION OF COMPARABILITY DATA, AND IS DOCUMENTED IN THE MINUTES. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED IN A MANNER SIMILAR TO THAT OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.