2016-11-15T13:14:58-06:00 2015-12-31 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2015-01-01 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 2016-11-15 1 John Hemming P00856805 6082741980 2016-11-15 2015 2017-02-10 21:41:12Z Elva James 660 North 36th Street Lafayette IN 47905 8797295 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. 15 15 119 3238 0 0 8485975 8185799 580643 611496 1472 -30000 43359 0 9111449 8767295 4079484 4350787 0 0 3359168 3305034 0 0 0 1554613 1274767 8993265 8930588 118184 -163293 1863515 1542098 947892 791350 915623 750748 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 2066401 1800743 11438 Energy Assistance - Provides assistance for elderly and low-income households to meet energy bills to assure that they have heat through the winter. In 2015, 9,357 families were served. 1913692 304408 67853 Area Agency on Aging - This program provides a wide variety of services to older individuals, including preparation and serving of meals (90,203 meals), provision of in-home health and home maintenance services (43,723 hours), access to senior activity center (91,336 hours), 202 vouchers issued to senior farmers market, and 753 individuals remained in their homes through in-home services. 1335224 662369 362019 Case Management - Provides a system that ensures delivery of appropriate services to senior and disabled individuals. In 2015, 753 families were served. 929791 596248 0 Weatherization 899967 721591 0 Housing 693006 48332 8813 Head Start 299464 217096 161373 Community Services 41322 0 0 Transportation 2863550 1583267 170186 8178867 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 1 124 0 119 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 Robert Brinson Director 2.00 X 0 0 0 Mary Angela Cooley Director (Thru November) 2.00 X 0 0 0 Robert Downing Director 2.00 X 0 0 0 Justin Fisher Director 2.00 X 0 0 0 Lisa Henry 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 Sandra Ruby Director 2.00 X 0 0 0 Linda Sproull Director 2.00 X 0 0 0 Joretta Tinsman Director 2.00 X 0 0 0 Nelson Weaver Director 2.00 X 0 0 0 Dianne Williams Director 2.00 X 0 0 0 David Rosenthal President 3.00 X X 0 0 0 Randy Strasser Vice President 3.00 X X 0 0 0 Hubert Shackleton Treasurer 3.00 X X 0 0 0 Cindy Mason Secretary 3.00 X X 0 0 0 Elva James Executive Director 47.00 X 71363 0 10932 Richard Blank Thru August Deputy Dir. Resources & Operations 47.00 X 38831 0 12680 Julie Hackerd Beg Sept Deputy Dir. Resources & Operations 47.00 X 47327 0 10221 157521 0 33833 0 0 0 0 Midland Meals 3313 Concord Rd Lafayette IN 47909 Meal service 476128 TAW Insulation Inc 10401 E 200 N Lafayette IN 47905 Home Weatherization 311995 Nick May PO Box 5346 Lafayette IN 47903 Home Weatherization 186255 Help at Home Inc 1 N State St Ste 800 Chicago IL 60602 Home health services 179071 Promise Home Services Inc PO Box 415 Frankfort IN 46041 Home health services 164022 8 8091169 94630 5582 8185799 Case Management Revenue 624100 362019 362019 Community Services Revenue 624200 161373 161373 Area Agency on Aging Revenue 624100 67853 67853 Energy Assistance Revenue 624200 11438 11438 Head Start REvenue 624410 8813 8813 611496 30000 -30000 -30000 -30000 8767295 611496 0 -30000 1077591 1077591 3273196 3273196 191354 191354 2395800 2112147 283653 46062 40658 5404 412935 367650 45285 258883 211211 47672 2187 2187 35536 27159 8377 38629 29051 9578 198161 160401 37760 60646 45609 15037 229813 204223 25590 112881 96928 15953 41117 31244 9873 29627 29627 28346 23951 4395 Food 376610 376539 71 Program Supplies 65945 64066 1879 Dues & Subscriptions 25638 19250 6388 Donated supplies 5582 5582 24049 10224 13825 8930588 8178867 751721 0 678864 485733 5715 0 1030686 924734 32354 35739 7419 10984 423530 368139 76609 55391 31868 29517 1863515 1542098 688657 679831 259235 111519 947892 791350 X 769774 676958 115000 50735 30849 23055 915623 750748 1863515 1542098 -163293 -1582 0 X 0 1 X 1 1 1 X 9931411 9036499 8838878 8485975 8185799 44478562 9931411 9036499 8838878 8485975 8185799 44478562 44478562 135 1905 2252 1472 5764 44484326 2833970 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 156874 1257416 1257864 156426 0 30849 250 -1582 29517 26459 300 4090 30849 26039 400 20 26459 24378 1225 436 26039 18630 2250 3498 24378 0.00000 0.78110 0.21890 1 0 423530 368139 55391 55391 X 9025682 -1582 229969 228387 8797295 -30000 -30000 8767295 9190557 229969 30000 259969 8930588 0 8930588 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 -30,000. Part XII, Line 2d - Other Adjustments: Loss on sale of equipment 30,000. 1 Area IV Development Inc 660 North 36th Street Lafayette IN 47905 352048630 501(c)(3) 374602 Aging Services Carroll County Council on Aging Inc 1001 S Washington Street Delphi IN 46923 351339153 501(c)(3) 11145 Transportation services Community Action Program Inc of Western Indiana PO Box 188 Covington IN 47932 356062298 501(c)(3) 51194 Transportation services Crawfordsville Park & Recreation Inc 922 East South Blvd Crawfordsville IN 47933 356000994 City of Crawfordsvil 12907 Transportation services Flora Senior Center 115 N Division Street Flora IN 46929 356001025 Town of Flora Transportation & aging services Indiana LEgal services Inc 151 N Delaware Street Suite 1850 Indianapolis IN 46204 356059654 501(c)(3) 49711 Legal services Mid-Land Meals Inc 3313 Concord Road Lafayette IN 47909 237337408 501(c)(3) 532933 Nutrition services Paul Phillippe Resource Center Inc 401 W Walnut Street Frankfort IN 46041 351759676 501(c)(3) 15489 Transportation services White County Council on aging Inc PO Box 421 Monticello IN 47960 351337755 501(c)(3) 14682 Transportation and aging services Home Instead Senior Care 976 Mezzanine Drive Suite A Lafayette IN 47905 351993097 5358 Transportation services 9 1 Energy Assistance 9077 1800743 Housing Assistance 880 721591 Weatherization Assistance 219 596248 Head Start Assistance 242 48332 Community Services Assistance 1150 106282 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 bylaws were updated in 2015 as follows: The number of directors was changed to 15 directors. Conflict of interest language was added to the bylaws. Form 990, Part VI, Section B, line 11 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.