2015-01-28T06:05:46-08:00 2014-06-30 CULLAR & ASSOCIATES PC CPA'S 218 W WASHINGTON ST SUITE 300 SOUTH BEND IN 46601 990 2013-07-01 351157606 REAL Services Inc REAL 5742338205 PO Box 1835 South Bend IN 466341835 REBECCA A ZASECK PRESIDENT/CEO 5742338205 2014-10-28 true RICHARD J CULLAR CPA 5742888320 2013 2016-03-07 17:11:31Z REBECCA A ZASECK PO Box 1835 South Bend IN 46634 18310335 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 22 267 500 20899 9731 18919682 16879338 890626 1245711 -296 -21582 349740 129467 20159752 18232934 9496200 8092760 0 7504349 7675551 0 38031 2670541 2544567 19671090 18312878 488662 -79944 8255405 7319835 2172587 1236964 6082818 6082871 X To plan, develop, implement, true false 4660187 4224610 8246 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. 10,454 FAMILIES WERE ASSISTED IN A FIVE-COUNTY AREA. 3627875 10437 23482 CASE MANAGEMENT - PROVIDES A VARIETY OF NEEDS ASSESSMENTS AND CARE PLANS THAT ALLOW OLDER AND DISABLED PERSONS TO RECEIVE ASSISTANCE. 2474956 132644 608057 NUTRITION-PROVIDES LOW COST NUTRITOUS MEALS, WITH RECREATIONAL ACTIVITIES AND INFORMATIONAL PROGRAMS, IN CENTERS LOCATED IN ST. JOSEPH, ELKHART, LAPORTE, MARSHALL, AND STARKE COUNTIES. 160,164 MEALS WERE SERVED TO 4,000 OLDER ADULTS, AND 150,709 MEALS WERE DELIVERED TO 700 OLDER, ILL, OR DISABLED PERSONS. $157,374 IN DONATED FACILITIES FOR NUTRITION SITES WERE RECEIVED BUT NOT REPORTED IN THIS TAX RETURN. 1375790 1035763 25134 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 1885692 1882418 34987 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 824993 296598 17430 COMMUNITY SERVICES - provides a range of services that impact the causes of poverty. 1,536 families that impact the causes of poverty. 1,536 families 1492377 363736 27689 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. 213587 109626 4250 FOSTER GRANDPARENTS-provides an opportunity for low-income persons 60+ to give supportive for low-income persons 60+ to give supportive for low-income persons 60+ to give supportive for low-income persons 60+ to give supportive 196007 788 3759 TRANSPORTATION-provides escort and transportation services to older adults to necessary appointments. services to older adults to necessary appointments. 189588 5028 119715 GUARDIANSHIP-serves the interests of older adults being abused or exploited. 84 clients were served. 33214 21 14953 CRIME VICTIM-provides personal counseling, family contact, emergency grants, and family contact, emergency grants, and family contact, emergency grants, and 599796 31091 419314 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 6811044 3725069 667231 17574062 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 13 1 true 267 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 SENATOR JOHN BRODEN 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 DANIEL PFEIFER Director 1.00 X 0 0 0 JACK REED Director 1.00 X 0 0 0 STEVEN A GOLDBERG Director 1.00 X 0 0 0 HEATHER BIRKY Director 1 X MARGARET CUGGINO Director 1 X COLETTE WOLFSON Director 1 X MARY JO CAMBELL Director 1 X STEVEN C WATTS Chairperson 2 X X MARY JANE STANLEY Chairperson Elect 2 X X MARY K DOWNES Treasurer 2 X X KAREN NEVORSKI Assistant Treasurer 2 X X REBECCA A ZASECK President/CEO/Secretary 36 X 103094 19774 ANDREW S VARGO Dir. Admin. & Finance 36 X 76372 18376 179466 38150 1 false false false Help at Home 1 N State St Ste 800 Chicago IL 60602 Home Health Care 557613 Momper Insulation 2451 W Main St Fort Wayne IN 46808 Weatherization 291180 Memorial Home Care 3355 Douglas Rd South Bend IN 46635 Home Health Care 195818 Comfort Keepers 6910 N Main St Granger IN 46530 Home Health Care 182192 H&H Mechanical PO Box 902 North Liberty IN 46554 Weatherization 126407 12 15180 50850 28382 15828411 956515 22188 16879338 Program income 900099 1245711 20899 1245711 3177 3177 24759 -24759 -24759 -24759 13205 50850 13205 13205 86700 52642 34058 34058 Miscellaneous 900099 82204 82204 82204 18232934 1307016 20899 25681 654469 654469 7438291 7438291 226015 0 226015 0 5544006 5306003 213318 24685 270414 240563 29540 311 1157278 1148304 7183 1791 477838 444815 32317 706 96232 22467 73765 0 41088 0 41088 0 35645 32239 1348 2058 267252 214938 50062 2252 40222 35236 3323 1663 427083 423223 421 3439 144106 140674 3128 304 136754 128894 7860 0 61438 59825 1500 113 Food 1011858 1008613 3245 0 Program supplies 105877 105462 218 197 Vehicle expenses 78004 78004 0 0 Equipment expense 46651 43686 1798 1167 52357 48356 4656 -655 18312878 17574062 700785 38031 1611656 2192236 1089986 1167361 2795824 1866891 4368 2187 1980989 736525 1312444 1244464 1441127 846696 8255405 7319835 1266073 976607 81232 85888 543593 149039 281689 25430 2172587 1236964 X 4743998 4536837 838820 1046034 500000 500000 6082818 6082871 8255405 7319835 X -79944 79997 X false true X true true true X 20957450 23450187 18092113 18919682 16879338 98298770 20957450 23450187 18092113 18919682 16879338 98298770 98298770 25 4956 5554 1054 3177 14766 5913 5517 10731 22161 92555 84600 94775 99905 371835 98707532 5225382 0.99590 0.99710 X 0 0 0 Pt II Line 10 Description: Special events & gaming Pt II Line 10 2009: 0. Pt II Line 10 2010: 92555. Pt II Line 10 2011: 84600. Pt II Line 10 2012: 94775. Pt II Line 10 2013: 99905. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 500000 23616 23616 500000 500000 22108 22108 500000 498783 1217 500000 496019 2764 498783 496019 496019 0.00000 1.00000 0.00000 true false 895981 120093 775888 92246 48776 43470 391408 243058 148350 601354 324598 276756 1244464 Cash held in escrow for employee benefits 25430 Assets held for others under guardianship 149039 Beneficial interest in assets held by Community Foundation of St. Joseph County 672227 846696 Accrued employee benefits 25430 25430 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 Pt X Line 2 THE CONSOLIDATED 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 RECORDE Age of Excellence Luncheon 64055 50850 13205 64055 50850 13205 13205 86700 30000 22642 false 86700 30000 22642 52642 34058 IN true false true false 1.00000 0.00000 ANDREW S VARGO 1151 S Michigan Street South Bend IN 46601 false BARB DICKEN 61121 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) 60000 General support Elkhart Child Development Ctr 2121 Prairie st Elkhart IN 46517 351163554 501(c)(3) 40000 General support La Casa de Amistead 746 S Meade St South Bend IN 46619 351350013 501(c)(3) 8460 General support St Margaret's House 117 N Lafayette South Bend IN 46601 351913328 501(c)(3) 37500 General support United Religous Community 501 N Main South Bend IN 46601 350942621 501(c)(3) 22649 General support Habitat for Humanity 2526 Peddlers Village Road Goshen IN 46526 351685313 501(c)(3) 20526 General support Marshall County Older Adults 305 W Harrison St Plymouth IN 46563 351522711 501(c)(3) 79562 Senior services & General support Elkhart Salvation Army 300 N Main Street Elkhart IN 46515 382699000 501(c)(3) 21494 Senior services LaPorte County Council on Aging Inc 2354 N US Hwy 35 Suite 2 LaPorte IN 46350 310990625 501(c)(3) 67356 Senior services Council on Aging of Elkhart County Inc 230 East Jackson Elkhart IN 46515 510178910 501(c)(3) 64638 Senior services Indiana Legal Services Inc 151 N Delaware St Ste 1850 Indianapolis IN 46204 356059654 501(c)(3) 21769 Senior services The Window Inc 223 S Main St Goshen IN 46526 351427937 501(c)(3) 10238 Senior services Kosciusko County Council on Aging and Aged 800 N Park Ave Warsaw IN 46580 351451472 501(c)(3) 105037 Senior services LaPorte Meals on Wheels 620 Boston St LaPorte IN 46350 351388725 501(c)(3) 19778 Senior services LaPorte County Meals on Wheels 301 E 8th Street Michigan City IN 46360 351314352 501(c)(3) 63656 Senior services Michiana Resources Inc 4315 E Michigan Blvd Michigan City IN 46360 356076798 501(c)(3) 11806 Senior services 16 0 Energy Assistance 10454 4224610 Home Health Care 2761 1882418 Weatherization 128 1035763 Nutrition 4700 132644 Foster Grandparents 1028 109626 Case Management 3 10437 Alzheimer's and Dementia Services 4927 31091 Other 2 11702 Pt I Line 2 Grants are disbursed from funds received under federal and state grants and Pt I Line 2 administered in accordance with the requirements of those grants. Pt III, Line 2 On July 1, 2013, the Organization acquired substantially all Pt III, Line 2 the assets of Alzheimer's and Dementia Services of Northern Indiana, Pt III, Line 2 Inc., a not-for-profit, tax-exempt organization, for $1. This Pt III, Line 2 acquired program provides education and services to individuals Pt III, Line 2 affected by Alzheimer's disease and related disorders. Pt III, Line 2 See line 4d of Part III for information on this program. Pt VI, Line 8b There is no committee with the authority to act on Pt VI, Line 8b behalf of the governing body. Pt VI, Line 11b A copy of the Form 990 is provided to the President/ Pt VI, Line 11b CEO, Director of Finance, and all members of Pt VI, Line 11b the Board of Directors for review and comment prior Pt VI, Line 11b to filing. Pt VI, Line 12c Persons covered by this policy will annually Pt VI, Line 12c disclose to the Chair of the Board of Directors, Pt VI, Line 12c on a form provided by the Agency, interests that Pt VI, Line 12c could give rise to conflicts of interest. Pt VI, Line 12c For each interest disclosed to the Chair of the Pt VI, Line 12c Board of Directors, the Chair will determine Pt VI, Line 12c whether to take no action, assure full disclosure Pt VI, Line 12c to the Board, ask the person to recuse him or herself Pt VI, Line 12c from participation in related decisions within the Pt VI, Line 12c Agency, or ask the person to resign his/her position Pt VI, Line 12c with the Agency. Pt VI, Line 15a The independent Finance Committee of the Board of Directors Pt VI, Line 15a reviews comparable salary studies in setting compensation. Pt VI, Line 15b Comparable steps are taken to determine salaries Form 990, Part III, Line 4d WEATHERIZATION-FAMILIES WHOSE INCOME IS BELOW 150% OF 1375790. 1035763. 25134. HOME HEALTH CARE - PROVIDES HOME HEALTH CARE TO 1885692. 1882418. 34987. COMMUNITY SERVICES - PROVIDES A RANGE OF SERVICES 824993. 296598. 17430. AREA AGENCY ON AGING - PROVIDES A VARIETY OF 1492377. 363736. 27689. FOSTER GRANDPARENTS-PROVIDES AN OPPORTUNITY 213587. 109626. 4250. TRANSPORTATION-PROVIDES ESCORT AND TRANSPORTATION 196007. 788. 3759. GUARDIANSHIP-SERVES THE INTERESTS OF OLDER ADULTS 189588. 5028. 119715. Form 990, Part IX, Line 24f OTHER 3418. 3026. 2543. -2151. ASSISTANCE TO INDIVIDUALS 1342. 0. 576. 766. DUES AND SUBSCRIPTIONS 25444. 23670. 1374. 400. TRAINING 12481. 12201. 30. 250. RECOGNITION 9672. 9459. 133. 80. Pt VI, Line 15b of other key employees. Pt VI, Line 19 Available upon request. The individual may come to Pt VI, Line 19 our offices and review and obtain copies of all documents. Pt VII, Col (E) The President/CEO and the Director of Finance and Pt VII, Col (E) Administration each work a combined total of Pt VII, Col (E) approximately 37.5 hours for REAL Services, Inc., Pt VII, Col (E) REAL Services Housing, Inc., and REAL Services Pt VII, Col (E) Foundation, Inc. Pt XI Line 9-increase in value of beneficial interest in assets Pt XI assets held by Community Foundation of St. Joseph County of $79,997. 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 false false false false false false REAL Services Foundation Inc c 28382 Cash REAL Services Housing Inc k 188551 Cash