2016-01-20T06:00:02-08:00 2015-06-30 CULLAR & ASSOCIATES PC CPA'S 218 W WASHINGTON ST SUITE 300 SOUTH BEND IN 46601 990 2014-07-01 351157606 REAL Services Inc REAL 5742338205 PO Box 1835 South Bend IN 466341835 REBECCA A ZASECK PRESIDENT/CEO 5742338205 2015-10-26 true RICHARD J CULLAR 5742888320 2014 2016-04-25 22:37:26Z REBECCA A ZASECK PO Box 1835 South Bend IN 46634 18277246 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 22 257 357 38626 16879338 16773851 1245711 1248158 -21582 56532 129467 155674 18232934 18234215 8092760 7626818 0 7675551 7719689 0 32987 2544567 2601876 18312878 17948383 -79944 285832 7319835 7754953 1236964 1429503 6082871 6325450 X To plan, develop, implement, false false 5120411 4732730 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 $325 PER HEATING SEASON. 10,707 FAMILIES WERE ASSISTED IN A FIVE-COUNTY AREA. 3691908 4232 1423 CASE MANAGEMENT - PROVIDES A VARIETY OF NEEDS ASSESSMENTS AND CARE PLANS THAT ALLOW OLDER AND DISABLED PERSONS TO RECEIVE ASSISTANCE. 2346641 146185 526443 NUTRITION-PROVIDES LOW COST NUTRITOUS MEALS, WITH RECREATIONAL ACTIVITIES AND INFORMATIONAL PROGRAMS, IN CENTERS LOCATED IN ST. JOSEPH, ELKHART, LAPORTE, MARSHALL, AND STARKE COUNTIES. 134,405 MEALS WERE SERVED TO 3,500 OLDER ADULTS, AND 119,083 MEALS WERE DELIVERED TO 589 OLDER, ILL, OR DISABLED PERSONS. $157,374 IN DONATED FACILITIES FOR NUTRITION SITES WERE RECEIVED BUT NOT REPORTED IN THIS TAX RETURN. 505090 295924 -20819 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 1640013 1598250 37014 HOME HEALTH CARE - provides home health care to elderly and disabled individuals so that they can elderly and disabled individuals so that they can elderly and disabled individuals so that they can 779514 180620 3500 COMMUNITY SERVICES - provides a range of services that impact the causes of poverty. 2,746 families that impact the causes of poverty. 2,746 families 1745164 521756 157357 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. 264857 124861 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 203920 248 9819 TRANSPORTATION-provides escort and transportation services to older adults to necessary appointments. services to older adults to necessary appointments. 155486 231 87897 GUARDIANSHIP-serves the interests of older adults being abused or exploited. 65 clients were served. 23435 15 CRIME VICTIM-provides personal counseling, family contact, emergency grants, and family contact, emergency grants, and family contact, emergency grants, and 638194 21766 500743 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 5955673 2743671 775511 17114633 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 false false false false false false false false false false false false false false true false false false true 17 1 true 257 true true true false false false false true true false false false false X 22 22 false false false false false false false true false 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 LAURA HENNINGS Director 1.00 X 0 0 0 SENATOR JOSEPH ZAKAS 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 MARY JO CAMBELL 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 2 X X MARY K DOWNES Chairperson Elect 2 X X KAREN NEVORSKI Treasurer 2 X X PEGGY CUGGINO Assistant Treasurer 2 X X REBECCA A ZASECK President/CEO/Secretary 36 X 128635 20953 ANDREW S VARGO Dir. Admin. & Finance 36 X 94760 19452 223395 40405 1 false false false Help at Home 1 N State St Ste 800 Chicago IL 60602 Home Health Care 350809 Partners in Personal Care 3355 Douglas Road South Bend IN 46635 Hone Health Care 168129 Memorial Home Care 3355 Douglas Rd South Bend IN 46635 Home Health Care 163578 Comfort Keepers 6910 N Main St Granger IN 46530 Home Health Care 151437 At-Home Accessibility 4011 S Michigan St South Bend IN 46614 Home Health Care 152500 5 22311 50600 69652 15718945 912343 16773851 Program income 624100 1209532 Catering income 722320 38626 38626 1248158 56532 56532 11700 50600 11700 11700 93160 43031 50129 50129 Miscellaneous 624100 93845 93845 93845 18234215 1303377 38626 118361 702391 702391 6924427 6924427 281440 0 281440 0 5547117 5285372 244628 17117 276912 240591 35530 791 1165242 1153008 12162 72 448978 412941 34706 1331 61571 3709 57862 0 38592 0 38592 0 60558 57482 404 2672 272935 219753 50409 2773 52523 47285 4980 258 392887 385593 3652 3642 137351 133640 3003 708 132665 124805 7860 0 140634 130789 8602 1243 Food 896104 896341 -237 0 Program supplies 103852 103741 17 94 Vehicle expenses 117352 117352 0 0 Equipment expense 108101 106632 1254 215 86751 68781 15899 2071 17948383 17114633 800763 32987 2192236 1961649 1167361 1176972 1866891 2483267 2187 2925 1980988 869189 1244464 1111799 846696 1018341 7319835 7754953 976607 933021 85888 106066 149039 89321 25430 301095 1236964 1429503 X 4536837 4539872 1046034 1285578 500000 500000 6082871 6325450 7319835 7754953 X 285832 -43253 X false true X true true true X 23450187 18092113 18919682 16879338 16773851 94115171 23450187 18092113 18919682 16879338 16773851 94115171 94115171 4956 5554 1054 3177 56532 71273 5913 5517 10731 15156 37317 92555 84600 94775 99905 104860 476695 94700456 5846968 0.99380 0.99590 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Special events & gaming 2010: 92555. 2011: 84600. 2012: 94775. 2013: 99905. 2014: 104860. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 500000 31210 31210 500000 500000 23616 23616 500000 500000 22108 22108 500000 498783 1217 500000 496019 2764 498783 0.00000 1.00000 0.00000 true false 895979 143212 752767 92246 53160 39086 391409 288966 102443 601354 383851 217503 1111799 Cash held in escrow for employee benefits 229595 Assets held for others under guardianship 89321 Beneficial interest in assets held by Community Foundation of St. Joseph County 651925 Cash held for deferred compensation plan benefits 47500 1018341 Accrued employee benefits 229595 Accrued deferred compensation plan benefits 71500 301095 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, 2015 or 2014, 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, 2012. Age of Excellence Luncheon 62300 50600 11700 62300 50600 11700 11700 93160 25500 17531 false 93160 25500 17531 43031 50129 IN true false true false 1.00000 0.00000 ANDREW S VARGO 1151 S Michigan Street South Bend IN 46601 false BARB DICKEN 67733 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) 49500 General support Elkhart Child Development Ctr 2121 Prairie st Elkhart IN 46517 351163554 501(c)(3) 27500 General support La Casa de Amistead 746 S Meade St South Bend IN 46619 351350013 501(c)(3) 11130 General support St Margaret's House 117 N Lafayette South Bend IN 46601 351913328 501(c)(3) 22498 General support United Religous Community 501 N Main South Bend IN 46601 350942621 501(c)(3) 10500 General support Habitat for Humanity 2526 Peddlers Village Road Goshen IN 46526 351685313 501(c)(3) 20496 General support Marshall County Older Adults 305 W Harrison St Plymouth IN 46563 351522711 501(c)(3) 65694 Senior services & General support Council on Aging of Elkhart County Inc 230 East Jackson Elkhart IN 46515 510178910 501(c)(3) 73095 Senior services Indiana Legal Services Inc 151 N Delaware St Ste 1850 Indianapolis IN 46204 356059654 501(c)(3) 18832 Senior services The Window Inc 223 S Main St Goshen IN 46526 351427937 501(c)(3) 16643 Senior services Kosciusko County Council on Aging and Aged 800 N Park Ave Warsaw IN 46580 351451472 501(c)(3) 78387 Senior services LaPorte Meals on Wheels 620 Boston St LaPorte IN 46350 351388725 501(c)(3) 24150 Senior services LaPorte County Meals on Wheels 301 E 8th Street Michigan City IN 46360 351314352 501(c)(3) 46419 Senior services Michiana Resources Inc 4315 E Michigan Blvd Michigan City IN 46360 356076798 501(c)(3) 62501 Senior services 14 0 Energy Assistance 10707 4732730 Home Health Care 3413 1598250 Weatherization 128 295924 Nutrition 4089 146185 Foster Grandparents 69 124861 Case Management 3 4232 Alzheimer's and Dementia Services 7161 21766 Other 2 479 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. Pt VI, Line 8b There is no committee with the authority to act on behalf of the governing body. Pt VI, Line 11b A copy of the Form 990 is provided to the President/CEO, Director of Finance, and all members of the Board of Directors for review and comment prior to filing. 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 $43,253. Form 990, Part III, Line 4d WEATHERIZATION-FAMILIES WHOSE INCOME IS BELOW 150% OF 505090. 295924. -20819. HOME HEALTH CARE - PROVIDES HOME HEALTH CARE TO 1640013. 1598250. 37014. COMMUNITY SERVICES - PROVIDES A RANGE OF SERVICES 779514. 180620. 3500. AREA AGENCY ON AGING - PROVIDES A VARIETY OF 1745164. 521756. 157357. FOSTER GRANDPARENTS-PROVIDES AN OPPORTUNITY 264857. 124861. 0. TRANSPORTATION-PROVIDES ESCORT AND TRANSPORTATION 203920. 248. 9819. GUARDIANSHIP-SERVES THE INTERESTS OF OLDER ADULTS 155486. 231. 87897. CRIME Form 990, Part IX, Line 24f OTHER 12730. 11332. 1398. 0. DUES AND SUBSCRIPTIONS 47049. 46009. 435. 605. TRAINING 7174. 6336. 688. 150. RECOGNITION 3424. 3234. 190. 0. BACKGROUND CHECKS 1870. 1870. 0. 0. ASSISTANCE TO INDIVIDUALS 14504. 0. 13188. 1316. 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 69652 Cash REAL Services Housing Inc k 190820 Cash REAL Services Foundation Inc n o REAL Services Housing Inc n o