2017-01-18T06:45:07-08:00 2016-06-30 CULLAR & ASSOCIATES PC CPA'S 218 W WASHINGTON ST SUITE 300 SOUTH BEND IN 46601 990 2015-07-01 351157606 REAL Services Inc REAL 5742338205 PO Box 1835 South Bend IN 466341835 REBECCA A ZASECK PRESIDENT/CEO 5742338205 2016-02-25 true RICHARD J CULLAR CPA 5742888320 2015 2021-01-29 14:40:06Z REBECCA A ZASECK PO Box 1835 South Bend IN 46634 18819685 false X www.RealServices.org X 1966 IN To plan, develop, implement, and administer a network of services to older adults and low- income households. 22 22 255 600 20055 4942 16773851 17371771 1248158 1155773 56532 67329 155674 171180 18234215 18766053 7626818 8794524 0 7719689 7463918 0 44494 2601876 2338876 17948383 18597318 285832 168735 7754953 7988869 1429503 1564066 6325450 6424803 X To plan, develop, implement, false false 5665318 5301800 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. THE AVERAGE ASSISTANCE IS $353.89 PER HEATING SEASON. 9,432 FAMILIES WERE ASSISTED IN A FIVE-COUNTY AREA. 3241125 4185 29468 CASE MANAGEMENT - PROVIDES A VARIETY OF NEEDS ASSESSMENTS AND CARE PLANS THAT ALLOW OLDER AND DISABLED PERSONS TO RECEIVE ASSISTANCE. 2167204 2134616 30841 HOME HEALTH CARE - PROVIDES HOME HEALTH CARE TO ELDERLY AND DISABLED INDIVIDUALS SO THAT THEY MAY CONTINUE TO LIVE IN THEIR HOMES. 4,806 INDIVIDUALS WERE ASSISTED AND KEPT INDEPENDENT. 734465 488645 WEATHERIZATION-families whose income is below 150% of the poverty level are provided with energy conservation the poverty level are provided with energy conservation the poverty level are provided with energy conservation 1993310 27605 422761 NUTRITION - provides low-cost nutritous meals, with recreational activities and informational programs in recreational activities and informational programs in recreational activities and informational programs in recreational activities and informational programs in recreational activities and informational programs in recreational activities and informational programs in 713239 249856 COMMUNITY SERVICES - provides a range of services that impact the causes of poverty. 2,486 families that impact the causes of poverty. 2,486 families 1817208 454312 93801 AREA AGENCY ON AGING - provides a variety of services to older adults in a five-county area. services to older adults in a five-county area. services to older adults in a five-county area. services to older adults in a five-county area. services to older adults in a five-county area. services to older adults in a five-county area. 176304 105494 FOSTER GRANDPARENTS-provides an opportunity for low-income persons 55+ to give supportive for low-income persons 55+ to give supportive for low-income persons 55+ to give supportive for low-income persons 55+ to give supportive 206524 540 7021 TRANSPORTATION-provides escort and transportation services to older adults to necessary appointments. services to older adults to necessary appointments. 193365 13 75643 GUARDIANSHIP-serves the interests of older adults being abused or exploited. 67 clients were served. 34797 CRIME VICTIM-provides personal counseling, family contact, emergency grants, and family contact, emergency grants, and family contact, emergency grants, and 803636 27458 570767 ALZHEIMER'S AND DEMENTIA SERVICES - provides education and services for families and individuals with Alzheimer's and services for families and individuals with Alzheimer's and services for families and individuals with Alzheimer's and services for families and individuals with Alzheimer's and services for families and individuals with Alzheimer's 6672848 1353923 1169993 17746495 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 17 1 true 255 true true true false false false false true true false false false false X 22 22 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 EDWARD BAER Director 1.00 X 0 0 0 TIMOTHY A EMERICK Director 1.00 X 0 0 0 LAURA HENNINGS Director 1.00 X 0 0 0 RYAN BRENNAN Director 1.00 X 0 0 0 DR JOANN BURKE Director 1.00 X 0 0 0 THOMAS EHLERS Director 1.00 X 0 0 0 DEBRA JENKINS Director 1.00 X 0 0 0 TIMOTHY SEXTON Director 1.00 X 0 0 0 WILLIAM CUSHWA Director 1.00 X 0 0 0 R WYATT MICK Director 1.00 X 0 0 0 PETER MULLEN Director 1.00 X 0 0 0 STEVEN A GOLDBERG Director 1.00 X 0 0 0 COLETTE WOLFSON Director 1.00 X 0 0 0 ROBERT MENDOZA Director 1.00 X 0 0 0 RAFAEL MORTON Director 1 X MICHELLE STESIAK Director 1 X SENATOR JOHN BRODEN Director 1 X STEVEN WATTS Director 1 X MARY JANE STANLEY Chairperson Elect 2 X X MARY K DOWNES Chairperson 2 X X KAREN NEVORSKI Treasurer 2 X X MARGARET CUGGINO Assistant Treasurer 2 X X REBECCA ZASECK President/CEO/Secretary 36 X 111535 39101 ANDREW S VARGO Dir. Admin. & Finance 36 X 84516 29708 196051 68809 1 false true false Help at Home 1 N State St Ste 800 Chicago IL 60602 Home Health Care 352635 Partners in Personal Care 3355 Douglas Road South Bend IN 46635 Hone Health Care 271614 Comfort Keepers 6910 N Main Granger IN 46530 Home Health Care 182827 Helping Hands Home Care 10202 W 400 N Michigan City IN 46360 Home Health Care 138044 Memorial Home Care 3355 Douglas Road South Bend IN 46635 Home Health Care 114470 11 14102 167379 30831 16753388 406071 17371771 Program income 624100 1135718 Catering income 722320 20055 20055 1155773 63795 63795 3534 3534 3534 3534 24375 167379 15954 8421 8421 105853 37678 68175 68175 Miscellaneous 624100 94584 94584 94584 18766053 1230302 20055 143925 561912 561912 8232612 8232612 263688 0 263688 0 5296036 4997797 280170 18069 284955 226134 58044 777 1188483 1156459 31967 57 430756 388540 40910 1306 286 286 0 0 39852 0 39852 0 83071 53047 19493 10531 265668 216806 43648 5214 59477 55415 3832 230 421518 415721 130 5667 124604 120582 2791 1231 2403 2403 0 0 131842 124822 7020 0 102242 96327 5082 833 Food 807133 807056 -138 215 Program supplies 84835 84574 0 261 Vehicle expenses 77250 77250 0 0 Dues and subscriptions 36435 35440 966 29 102260 93312 8874 74 18597318 17746495 806329 44494 1961649 2900516 1176972 1233818 2483267 1894862 2925 3030 1959715 979759 1111799 979956 1018341 976687 7754953 7988869 933021 1031971 106066 113952 89321 192410 301095 225733 1429503 1564066 X 4539872 4504682 1285578 1420121 500000 500000 6325450 6424803 7754953 7988869 X 168735 -69382 X false true X true true true X 18092113 18919682 16879338 16773851 17371771 88036755 18092113 18919682 16879338 16773851 17371771 88036755 88036755 5554 1054 3177 56532 63795 130112 5913 5517 10731 15156 5942 43259 84600 94775 99905 104860 130228 514368 88724494 6225214 0.99220 0.99380 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Special events & gaming 2011: 84600. 2012: 94775. 2013: 99905. 2014: 104860. 2015: 130228. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 500000 61407 61407 500000 500000 31210 31210 500000 500000 23616 23616 500000 500000 22108 22108 500000 498783 1217 500000 0.00000 1.00000 0.00000 true false 939814 175464 764350 48411 48411 391409 327149 64260 580081 428735 151346 979956 Cash held in escrow for employee benefits 106233 Assets held for others under guardianship 192410 Beneficial interest in assets held by Community Foundation of St. Joseph County 582544 Cash held for deferred compensation plan benefits 95500 976687 Accrued employee benefits 106233 Accrued deferred compensation plan benefits 119500 225733 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 The Organization recognizes 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 the tax-exempt status of the Organization and positions related to the potential sources of unrelated business taxable income. Management has 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. The Organization classifies interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense. There was no accrued interest or penalties related to unrecognized tax benefits at either June 30, 2016 or 2015, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. All three entities are no longer subject to examination by the Internal Revenue Service or the State of Indiana for years prior to June 30, 2013. Age of Excellence Luncheon 95283 70908 24375 46280 15954 8159 Walks 96471 96471 71 13760 191754 167379 24375 46280 16025 21919 84224 -59849 105853 500 25000 12178 false 105853 500 25000 12178 37678 68175 IN true false true false 1.00000 0.00000 ANDREW S VARGO 1151 S Michigan Street South Bend IN 46601 false BARB DICKEN 67390 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) 42611 General support Elkhart Child Development Ctr 2121 Prairie st Elkhart IN 46517 351163554 501(c)(3) 26000 General support La Casa de Amistead 746 S Meade St South Bend IN 46619 351350013 501(c)(3) 7923 General support St Margaret's House 117 N Lafayette South Bend IN 46601 351913328 501(c)(3) 22501 General support United Religous Community 501 N Main South Bend IN 46601 350942621 501(c)(3) 6000 General support Habitat for Humanity 2526 Peddlers Village Road Goshen IN 46526 351685313 501(c)(3) 17500 General support Marshall County Older Adults 305 W Harrison St Plymouth IN 46563 351522711 501(c)(3) 56311 Senior services & General support Council on Aging of Elkhart County Inc 230 East Jackson Elkhart IN 46515 510178910 501(c)(3) 51618 Senior services Indiana Legal Services Inc 151 N Delaware St Ste 1850 Indianapolis IN 46204 356059654 501(c)(3) 18761 Senior services The Window Inc 223 S Main St Goshen IN 46526 351427937 501(c)(3) 25614 Senior services Kosciusko County Council on Aging and Aged 800 N Park Ave Warsaw IN 46580 351451472 501(c)(3) 74241 Senior services LaPorte Meals on Wheels 620 Boston St LaPorte IN 46350 351388725 501(c)(3) 25649 Senior services LaPorte County Meals on Wheels 301 E 8th Street Michigan City IN 46360 351314352 501(c)(3) 50570 Senior services Michiana Resources Inc 4315 E Michigan Blvd Michigan City IN 46360 356076798 501(c)(3) 84920 Senior services Elkhart General Hospital 600 East Blvd Elkhart IN 46514 350877574 501(c)(3) 34978 Senior services Compassion Health Care 740 N State Road 25 Rochester IN 46975 320237943 501(c)(3) 16715 Senior services 16 0 Energy Assistance 9432 5301800 Cost of services Energy assistance payments Home Health Care 4806 2134616 Cost of services Home health care Weatherization 48 488645 Cost of services Home weatherization Nutrition 2770 27605 Cost of services Nutrition services Foster Grandparents 74 105494 Other 100 21766 152686 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 111535 18000 21101 150636 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 27, 2017 Board meeting, at which it was approved and was then filed. 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 positionn with the Agency. Pt VI, Line 15a The independent Finance Committee of the Board of Directors reviews comparable salary studies in setting compensation. Pt VI, Line 15b Comparable steps are taken to determine salaries of other key employees. 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. Pt XI Line 9: decrease in value of beneficial interest in assets held by Community Foundation of St. Joseph County of $69,382. Form 990, Part III, Line 4d WEATHERIZATION-families whose income is below 150% of 734465. 488645. 0. Form 990, Part III, Line 4d NUTRITION - provides low-cost nutritous meals, with 1993310. 27605. 422761. Form 990, Part III, Line 4d COMMUNITY SERVICES - provides a range of services 713239. 249856. 0. Form 990, Part III, Line 4d AREA AGENCY ON AGING - provides a variety of 1817208. 454312. 93801. Form 990, Part III, Line 4d FOSTER GRANDPARENTS-provides an opportunity 176304. 105494. 0. Form 990, Part III, Line 4d TRANSPORTATION-provides escort and transportation 206524. 540. 7021. Form 990, Part III, Line 4d GUARDIANSHIP-serves the interests of older adults 193365. 13. 75643. Form 990, Part III, Line 4d CRIME VICTIM-provides personal counseling, 34797. 0. 0. Form 990, Part III, Line 4d ALZHEIMER'S AND DEMENTIA SERVICES - provides education 803636. 27458. 570767. Form 990, Part IX, Line 24e Other 15524. 9087. 6437. 0. Form 990, Part IX, Line 24e Equipment expense 28817. 26993. 1800. 24. Form 990, Part IX, Line 24e Training 6852. 6522. 330. 0. Form 990, Part IX, Line 24e Recognition 2451. 2094. 307. 50. Form 990, Part IX, Line 24e Background checks 792. 792. 0. 0. Form 990, Part IX, Line 24e Pest control 9220. 9220. 0. 0. Form 990, Part IX, Line 24e UBI tax 3790. 3790. 0. 0. Form 990, Part IX, Line 24e Administration 34814. 34814. 0. 0. REAL Services Foundation Inc PO Box 1835 South Bend IN 466341835 351870984 Support REAL Services, Inc. IN 501(c)(3) 11 Type I NA false REAL Services Housing Inc PO Box 1835 South Bend IN 466341835 351883467 Lease facilities to REAL Services, Inc. IN 501(c)(3) 11 Type I NA 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 30831 Cash REAL Services Housing Inc k 205378 Cash REAL Services Foundation Inc n o REAL Services Housing Inc n o