2016-11-14T16:02:51-06:00 2015-12-31 840884124 BiggsKofford PC 630 Southpointe Court Suite 200 Colorado Springs CO 80906 990 2015-01-01 237109922 Silver Key Senior Services Inc SILV 7198842300 1625 South Murray Blvd Colorado Springs CO 80916 Patricia Ellis President /CEO 7198842300 2016-11-14 1 Greg Papineau CPA P00294662 7195799090 2016-11-14 2015 2017-02-10 21:41:12Z X Patricia Ellis 1625 South Murray Blvd Colorado Springs CO 80916 6840558 0 X www.silverkey.org X 1970 CO Silver Key serves in partnership with its stakeholders to support quality of life for seniors - allowing them the choice of safely aging in place with dignity and independence. Services are provided with the goals of promoting independence, self sufficiency, independent living in the home, fulfilling basic and social needs, relieving the many burdens of old age, and preserving the dignity of self respect of the elderly person. 15 15 83 615 29766 -7537 3015386 5701007 556292 721292 222890 222654 8215 60033 3802783 6704986 555090 554797 0 0 1633507 2004996 0 0 363696 1342695 2001196 3531292 4560989 271491 2143997 7111734 10798791 137033 2029463 6974701 8769328 X Silver Key serves in partnership with its stakeholders to support quality of life for seniors - allowing them the choice of safely aging in place with dignity and independence. Services are provided with the goals of promoting independence, self sufficiency, independent living in the home, fulfilling basic and social needs, relieving the many burdens of old age, and preserving the dignity of self respect of the elderly person. 0 0 982517 91182 Transportation (21%): Transportation Services are provided Monday through Friday, with some recreation trips on evenings and weekends. A total of 402,118 revenue miles were provided, resulting in 49,170 trips to 1,484 seniors. The trips provide rides to medical appointments, grocery shopping, recreational activities and for other personal needs. For this period, 58% of the rides provided required assistance or special transportation. There were 19,526 hours donated by volunteers in conjunction with providing rides. 1996931 487355 458889 Nutrition Services (43%): This area is comprised of the Golden Circle Nutrition Program, Meal on Wheels Program, Home Delivered Meals and the Food Pantry Programs. The Golden Circle program provides congregate meals to seniors in our community at 22 different meal sites. Meals are delivered daily to the various sites. This program allows seniors to visit with others and receive hot nutritious meals Monday through Friday. During this period 2,170 seniors were served a total of 108,484 meals. Volunteers provided 32,167 hours of donated time serving food and managing meal sites, which includes receiving the food, serving and cleaning.The Meals on Wheels program delivers hot nutritious meals to homes of seniors who are unable to prepare meals for themselves. This program provides nutritional support along with social contact with caring members of our community. During this period 561 seniors were served a total of 64,506 meals. Volunteers provided 11,207 hours helping to prepare meals, delivering meals and visiting seniors. The home delivered meal program provides nutritional support to seniors who are homebound or geographically isolated. This program also provides social contact with caring members of our community. During this period 28 seniors were served 1739 meals. Volunteers provided 112 hours helping to prepare meals, delivering meals and visiting seniors. This program started in October 2015.The Food Pantry works closely with Care and Share and the federal food programs to provide food to low income seniors in our community. During 2015, Silver Key administered two Federal food programs, the Commodity Supplemental Food Program (CSFP) and The Emergency Food Assistance Program (TEFAP). Seniors who are homebound receive their commodities through our home delivery services. Silver Key also operated a food pantry to distribute emergency food, food for clients with dietary restrictions, and supplemental food to the federal programs. These services are provided with sensitivity, compassion and respect to allow for dignity for those older individuals who must rely on others for their basic needs. We work closely with Care and Share to ensure our clients have access to as much fresh produce and dairy products as available. A total of 1,421 clients were served, receiving 41 pantry bags, 8,038 CSFP food boxes, 15,339 TEFAP bags and 173 emergency pantry food bags. A total of 998 hours were donated in conjunction with assisting seniors receive food pantry items and food drives. 584776 66611 0 Case Management Services (13%): This area is comprised of Referrals and Information, Case Management, and Guardianship. The Guardianship program assists seniors who are deemed to no longer be able to make decisions for themselves. During 2015, Silver Key was legal guardian for 44 individuals, and maintained POA for ten (10) individuals. Silver Key Case Managers oversee all aspects of these seniors' lives in regards to their health, housing, psychosocial and financial needs. This service is often provided through the remainder of their life. Most of these seniors are on Medicaid and Social Security that pays for nursing home care and a small stipend for personal needs. There are no extra funds to pay guardianship fees so these services are provided at no cost to these clients. No other agency in our community provides this service to these low income individuals. The Case Managers assist seniors in resolving issues related to Medicaid enrollment and other benefits, finding affordable housing, utilities assistance, and other health and welfare needs. During 2015, Silver Key Case Managers saw 1,286 seniors. Need based financial assistance was provided to 379 individuals. Without intervention, many of these seniors would be in shelters, hospitals, and costly nursing facilities. A total of 2,105 hours of service were donated in Case Management during this period. 176886 831 171221 Retail and Other Services (4%): This program provides support by operating a thrift Store selling durable medical equipment and other household items. The durable health equipment assists with mobility needs. The Thrift Store is mostly staffed by volunteers and resells items that have been donated to Silver Key. Volunteers donated 3,909 hours sorting, cleaning, and selling items in the store. 176886 831 171221 3741110 1 1 0 0 0 0 0 0 1 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 4 0 1 83 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO X X The Organization 7198842300 1625 South Murray Blvd Colorado Springs CO 80916 Julie Boswell Director 0.70 X 0 0 0 Steve Baron Director 1.20 X 0 0 0 Toby Gannett Director 1.10 X 0 0 0 Howard Black Director 0.90 X 0 0 0 Tyler Stevens Board Chair 3.20 X X 0 0 0 Elaine Alexander Director 0.60 X 0 0 0 Cheryl Solze Treasurer 1.30 X X 0 0 0 Rebecca Hurley Director 1.40 X 0 0 0 David Lord Director 3.70 X 0 0 0 Patricia Ellis CEO and President 40.00 X X 116938 0 11900 Mary McNally Second Vice Chair 1.00 X X 0 0 0 Arlene Stein Secretary 0.80 X X 0 0 0 Preston Briggs Director 0.40 X 0 0 0 Jocelyn Wall First Vice Chair 1.70 X X 0 0 0 Carla Hartsell Director 0.80 X 0 0 0 Jan Martin Director 0.60 X 0 0 0 116938 0 11900 1 0 0 0 NUNN Construction Inc 925 Elkton Drive Colorado Springs CO 80907 Construction 1655 S Murray-Kitchen, Offi 1055752 Rocky Mountain Health Care Services 310 S 14th St Colorado Springs CO 80904 Food and preparation 187257 Navakai Inc 19 S Tejon Ste 500 Colorado Springs CO 80903 IT Support/Equipment 126600 3 38440 99994 1886369 1578219 2097985 534401 5701007 Meals on Wheels Contri 900099 341432 341432 Golden Circle Contribu 900099 117250 117250 Transport Contribution 900099 91182 91182 Silver & Such Shoppe S 900099 61596 61596 Golden Circle Catered 900099 38724 38724 71108 71108 721292 198672 198672 127387 97621 29766 29766 29766 21482 2500 0 0 21482 2500 23982 2500 21482 66500 99994 37951 28549 28549 Miscellaneous Income 900099 1718 1718 1718 6704986 725510 29766 248703 554797 554797 116938 90042 16371 10525 1564446 1204625 219022 140799 38107 29342 5335 3430 120119 92491 16817 10811 165386 127347 23154 14885 137 137 33106 32818 288 8072 8072 124094 124094 147893 129142 7072 11679 166187 122978 31576 11633 303766 303766 16862 5012 10605 1245 291192 249958 29331 11903 32010 16965 13124 1921 Meals on Wheels 704822 704822 Contract Labor 80095 60872 14417 4806 Copying and Printing 20095 11046 2411 6638 Recognition and Employm 14106 7662 6294 150 58759 30106 19764 8889 4560989 3741110 456183 363696 X 102108 149525 126311 149800 103409 575494 76060 241352 167531 114604 6776823 2668865 655932 4107958 1463279 1434249 329211 254673 4087893 3771136 7111734 10798791 137033 285099 0 1744364 137033 2029463 X 2922017 4204800 688685 1438775 3363999 3125753 6974701 8769328 7111734 10798791 X 2143997 -84861 -264509 X X 0 1 X 1 1 1 X 2043383 1963738 2304691 3015386 5701007 15028205 2043383 1963738 2304691 3015386 5701007 15028205 35894 14992311 163702 164276 384821 194407 198672 1105878 29766 29766 25050 10765 1739 2164 1718 41436 16205285 787792 0.92510 0.91020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 38624 274201 292330 20495 0 5341929 -285469 8072 5048388 5321651 28125 7847 5341929 5829367 -500723 6993 5321651 5475709 362554 8896 5829367 4360377 874566 250079 9313 5475709 0.28410 0.61920 0.09670 1 1 1 498069 498069 4579106 1562203 3016903 647919 317448 330471 1051729 789214 262515 4107958 Curtis Estate-Note Receivable 27605 Software Agreement 129392 Beneficial Interest in Charitable Trusts 3614139 3771136 X 6395640 -84861 3769 -220182 -301274 6696914 8072 8072 6704986 4601013 3769 44327 48096 4552917 8072 8072 4560989 Part IV, Line 1b: Silver Key Senior Services is guardian for several people within the community. These people are seniors by Silver Key's definition-60 years and above. These clients are court appointed and there is usually no family living locally, or in some cases no family at all. For some of these wards, Silver Key Senior Servies is also financial representative of their finances. The amounts listed in Part IV is the cumulative activity for the year of all of the wards for whom Silver Key Senior Services is a financial representative. Once the ward passes away, the account is turned over to the public administrator to settle the estate. Most of these clients are on Medicaid and the Social Security flows from the account to the nursing home because Social Security is not a direct pay to the nursing home. For these clients, there is no extra money to collect fees and Silver Key Senior Services provides the guardianship service at no cost to these clients. Part X, Line 2: The Organization evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC 450, Contingencies. 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 tax examinations or adjustments relating therefrom for the years ended December 31, 2015 and 2014. Management believes tax returns for the years 2012 and later are subject to audit by the applicable taxing jurisdictions. Part XI, Line 2d - Other Adjustments: Change in Value of Perpetual Trusts -264,511. Special Event Expenses reclassified 37,951. Rounding 1. Rental Depreciation Allocation 6,377. Part XII, Line 2d - Other Adjustments: Special Event Expenses reclassified 37,951. Rounding -1. Rental Depreciation Allocation 6,377. X AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Silver Linings Breakfast 39964 20964 19000 2231 8889 215 Rockin the 60's 126530 79030 47500 3771 20238 2607 166494 99994 66500 6002 29127 2822 37951 28549 1 Medical, Prescriptions, Dental 44 7121 Housing 96 29693 Utilities 9 1613 Miscellaneous Assistance 16 3274 CSFP and TEFAP 2496 352444 FMV Food Meals on Wheels 78 81770 FMV Food Retail Store 15 253 Thrift Store Value Household Items Retail Store 16 578 Thrift Store Value Medical Equipment Holiday Gifts and Food 3302 4010 25853 Thrift Store Value Household Items and Food Emergency Pantry, Special Diet Pantry 339 48188 FMV Food 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 follow up with the client. The Organization re-evaluates the elegibility of clients on a periodic basis. The information is accounted for in the accounting system and is coded as to the type of assistance the client has received. There is the capability to track the amounts spent or applied against a grant that the Organization has received for a specific purpose. X 235666 400632 $1.70 per pound X Clothing and Household Goods 0 86851 Thrift Store Value X Donated Health Equipment 0 38122 Thrift Store Value 0 1 0 Form 990, Part VI, Section A, line 1 The CEO/President of the Organization is a non-voting member of the Board of Director. Form 990, Part VI, Section B, line 11 Organizations process to review Form 990: The return is emailed to the entire board for their review prior to filing. Form 990, Part VI, Section B, line 12c Enforcement of conflicts policy annually, the board and employees fill out a conflict of interest form. Any items of major concern are addressed and, if serious enough, appropriate action is taken, including dismissal. Any items that require a board vote and there is a conflict of interest with a particular board member, that member will excuse him/herself from the vote. Form 990, Part VI, Section B, line 15 Compensation process for the top official during the process of the budget review wiith the executive committee, finance committee, and the board. The CEO compensation is reviewed utilizing comparability date. The comparability date is utilized to ascertain theat 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. Compensation process for officers during the process of the budget review with the executive committee, finance committee, and the board. The salaries and wages of other officers and key employees are reviewed utilizing comparability data . The organization utilizes compensation surveys by Mountain States Employers. 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 tax return is available on the Guidestar website. The financial audit, tax return, as well as, the conflict of interest policy are made available upon request. Form 990, Part XI, line 9: Change in the Value of Perpetual Trusts -264,511. Rounding 2. Part XII, Line 2c The process for selecting the independent CPA firm has not changed from the previous years. Silver Key Senior Services Foundation Inc 2250 Bott Avenue Colorado Springs CO 80904 841401179 Manage Donor Restricted Funds CO 509A3 11C Silver Key 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Silver Key Senior Services Foundation Inc C 1886369 Cash Schedule R, Part II, Line 1, Column (B) Primary Activity of Silver Key Senior Service Foundation, Inc. is to manage donor restricted funds of the organization.