2014-01-29T14:08:06-08:00 2013-06-30 CULLAR & ASSOCIATES PC CPA'S 218 W WASHINGTON ST SUITE 300 SOUTH BEND IN 46601 990 2012-07-01 351157606 REAL SERVICES INC REAL 5742338205 PO BOX 1835 SOUTH BEND IN 466341835 REBECCA A ZASECK 5742338205 2013-10-22 true RICHARD J CULLAR CPA 5742888320 2012 2015-11-30 17:44:51Z REBECCA A ZASECK PO BOX 1835 SOUTH BEND IN 46634 20209015 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. 21 21 266 400 12067 18092113 18919682 933468 890626 5554 -296 279334 349740 19310469 20159752 8846881 9496200 0 7049968 7504349 0 34524 3216010 2670541 19112859 19671090 197610 488662 7537821 8255405 2004529 2172587 5533292 6082818 X To plan, develop, implement, false false 5503150 5106362 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 $234 PER HEATING SEASON. 10,775 FAMILIES WERE ASSISTED IN A FIVE-COUNTY AREA. 3838228 7374 120557 CASE MANAGEMENT - PROVIDES A VARIETY OF NEEDS ASSESSMENTS AND CARE PLANS THAT ALLOW OLDER AND DISABLED PERSONS TO RECEIVE ASSISTANCE. 2662222 19407 743776 NUTRITION-PROVIDES LOW COST NUTRITOUS MEALS, WITH RECREATIONAL ACTIVITIES AND INFORMATIONAL PROGRAMS, IN CENTERS LOCATED IN ST. JOSEPH, ELKHART, LAPORTE, MARSHALL, AND STARKE COUNTIES. 172,597 MEALS WERE SERVED TO 4,256 OLDER ADULTS, AND 146,486 MEALS WERE DELIVERED TO 612 OLDER, ILL, OR DISABLED PERSONS. $174,597 IN DONATED FACILITIES FOR NUTRITION SITE WERE RECEIVED BUT NOT REPORTED IN THIS TAX RETURN. 1954824 1450202 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 1981314 1966624 13066 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 776618 327167 38971 COMMUNITY SERVICES - provides a range of services that impact the causes of poverty. 1,204 clients that impact the causes of poverty. 1,204 clients 1558471 493083 97796 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. 225601 125769 10286 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 187153 1 21688 TRANSPORTATION-provides escort and transportation services to older adults to necessary appointments. services to older adults to necessary appointments. 195637 211 140144 GUARDIANSHIP-serves the interests of older adults being abused or exploited. 17 clients served. 36129 5720 CRIME VICTIM-provides personal counseling, family contact, emergency grants, and family contact, emergency grants, and family contact, emergency grants, and 6915747 4363057 327671 18919347 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 11 1 true 266 true true true false false false false true true false false false false X 21 21 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 1.00 X 0 0 0 BRUCE BONDURANT 1.00 X 0 0 0 SENATOR JOHN BRODEN 1.00 X 0 0 0 LAURA HENNINGS 1.00 X 0 0 0 SENATOR JOSEPH ZAKAS 1.00 X 0 0 0 DR JOANN BURKE 1.00 X 0 0 0 THOMAS EHLERS 1.00 X 0 0 0 DEBRA JENKINS 1.00 X 0 0 0 TIMOTHY SEXTON 1.00 X 0 0 0 WILLIAM CUSHWA 1.00 X 0 0 0 R WYATT MICK 1.00 X 0 0 0 PETER MULLEN 1.00 X 0 0 0 DANIEL PFEIFER 1.00 X 0 0 0 JACK REED 1.00 X 0 0 0 STEVEN A GOLDBERG 1 X REX MILLER 1 X MARY JO CAMBELL 1 X STEVEN C WATTS 2 X X MARY JANE STANLEY 2 X X MARY K DOWNES 2 X X KAREN NEVORSKI 2 X X REBECCA A ZASECK 36 X 106158 15699 ANDREW S VARGO 36 X 80364 15571 186522 31270 1 false false false HELP AT HOME 1 N STATE ST STE 800 CHICAGO IL 60602 Home Health Care 385942 COMFORT KEEPERS 6910 N MAIN ST GRANGER IN 46530 Home Health Care 210223 MOMPER INSULATION 2451 W MAIN ST FORT WAYNE IN 46808 Weatherization 341288 JACKSON REFRIGERATION 1980 W TOTO RD NORTH JUDSON IN 46366 Weatherization 176576 FOUR WINDS HEATING AND AC 1503 3RD ST OSCEOLA IN 46561 Weatherization 173162 12 21800 49900 27095 18323988 496899 18919682 Program income 900099 890626 12067 890626 1054 1054 1500 2850 -1350 -1350 -1350 13531 49900 13531 13531 81244 46413 34831 34831 Miscellaneous 900099 301378 301378 301378 20159752 1179937 12067 48066 808162 808162 8688038 8688038 188765 0 188765 0 5605201 5317686 269947 17568 236126 212921 22322 883 991969 947833 39666 4470 482288 448002 33050 1236 36303 0 36303 0 38308 37228 808 272 261365 211250 48193 1922 49109 41262 7461 386 330542 328910 -1368 3000 150669 148214 2455 0 132760 124900 7860 0 41693 39697 1872 124 Food 1209779 1209693 86 0 Program supplies 143798 143798 0 0 Vehicle expenses 109697 109697 0 0 Equipment expense 69409 84983 -15587 13 97109 17073 75386 4650 19671090 18919347 717219 34524 2851422 1611656 111681 1089986 1843972 2795824 4368 1914966 602522 1265612 1312444 1465134 1441127 7537821 8255405 881867 1266073 234618 81232 287232 543593 600812 281689 2004529 2172587 X 4458054 4743998 575238 838820 500000 500000 5533292 6082818 7537821 8255405 X 488662 60864 X false true X true true true X 21346857 20957450 23450187 18092113 18919682 102766289 21346857 20957450 23450187 18092113 18919682 102766289 102766289 10756 25 4956 5554 1054 22345 92555 84600 94775 271930 103060564 4658391 0.99710 0.99740 X 0 0 0 OTHER INCOME PART II, LINE 10; DESCRIPTION: SPECIAL EVENTS & GAMING; 2008: 0.; 2009: 0.; 2010: 92555.; 2011: 84600.; 2012: 94775.; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 500000 500000 498783 1217 500000 496019 2764 498783 496019 496019 496019 496019 0.00000 1.00000 0.00000 true false 895981 96974 799007 48411 48411 369220 203611 165609 601354 253526 347828 1312444 Cash held in escrow for employee benefits 281689 Assets held for others under guardianship 543593 Beneficial interest in assets held by Community Foundation of St. Joseph County 615845 1441127 Accrued employee benefits 281689 281689 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 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 MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETU Age of Excellence Luncheon 63431 49900 13531 3631 16338 500 33387 63431 49900 13531 3631 16338 500 33387 53856 -40325 81244 27700 18713 false 81244 27700 18713 46413 34831 IN true false true false 1.00000 0.00000 ANDREW S VARGO 1151 S MICHIGAN STREET SOUTH BEND IN 46601 false WILLIAM O'DELL 67389 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) 57685 General support ELKHART CHILD DEVELOPMENT CTR 2121 PRAIRIE ST ELKHART IN 46517 351163554 501(c)(3) 38000 General support LA CASA DE AMISTEAD 746 S MEADE ST SOUTH BEND IN 46619 351350013 501(c)(3) 16740 General support ST MARGARET'S HOUSE 117 N LAFAYETTE SOUTH BEND IN 46601 351913328 501(c)(3) 41000 General support UNITED RELIGOUS COMMUNITY 501 N MAIN SOUTH BEND IN 46601 350942621 501(c)(3) 19000 General support FAMILY SERVICES 101 E HIVELY ELKHART IN 46517 350868079 501(c)(3) 80423 General support HABITAT FOR HUMANITY 2526 PEDDLERS VILLAGE ROAD GOSHEN IN 46526 351685313 501(c)(3) 24800 General support MARSHALL COUNTY OLDER ADULTS 305 W HARRISON ST PLYMOUTH IN 46563 351522711 501(c)(3) 81784 Senior services & General support ELKHART SALVATION ARMY 300 N MAIN STREET ELKHART IN 46515 382699000 501(c)(3) 27357 Senior services CHURCH WOMEN UNITED OF GOSHEN INC 223 S MAIN STREET GOSHEN IN 46526 351427937 501(c)(3) 19059 Senior services LAPORTE COUNTY COUNCIL ON AGING INC 2354 N US HWY 35 SUITE 2 LAPORTE IN 46350 310990625 501(c)(3) 196238 Senior services COUNCIL ON AGING OF ELKHART COUNTY INC 230 EAST JACKSON ELKHART IN 46515 510178910 501(c)(3) 91630 Senior services INDIANA LEGAL SERVICES INC 151 N DELAWARE ST STE 1850 INDIANAPOLIS IN 46204 356059654 501(c)(3) 27452 Senior services KOSCIUSKO COUNTY COUNCIL ON AGING INC 800 N PARK AVENUE WARSAW IN 46580 351451472 501(c)(3) 82514 Senior services 14 0 Energy Assistance 10775 5106632 Home Health Care 2169 1966624 Weatherization 365 1450502 Area Agency on Aging 11670 493083 Nutrition 4868 19407 Community Services 1204 327167 Foster Grandparents 265 125769 Case Management 3 7374 Others 2 212 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 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 Chairman 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 Chairman of the Board of Directors, the Chairman 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 position 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. Form 990, Part III, Line 4d WEATHERIZATION-FAMILIES WHOSE INCOME IS BELOW 150% OF 1954824. 1450202. 0. HOME HEALTH CARE - PROVIDES HOME HEALTH CARE TO 1981314. 1966624. 13066. COMMUNITY SERVICES - PROVIDES A RANGE OF SERVICES 776618. 327167. 38971. AREA AGENCY ON AGING - PROVIDES A VARIETY OF 1558471. 493083. 97796. FOSTER GRANDPARENTS-PROVIDES AN OPPORTUNITY 225601. 125769. 10286. TRANSPORTATION-PROVIDES ESCORT AND TRANSPORTATION 187153. 1. 21688. GUARDIANSHIP-SERVES THE INTERESTS OF OLDER ADULTS 195637. 211. 140144. CRIM Form 990, Part IX, Line 24f OTHER 39192. -33824. 68366. 4650. ASSISTANCE TO INDIVIDUALS 5765. 0. 5765. 0. DUES AND SUBSCRIPTIONS 26196. 25809. 387. 0. TRAINING 18659. 18412. 247. 0. RECOGNITION 7297. 6676. 621. 0. Pt VI, Line 19 Available upon request. The individual may come to our offices and review and obtain copies of 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-increase in value of beneficial interest in assets assets held by Community Foundation of St. Joseph County of $60,864. 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 27095 Cash REAL SERVICES HOUSING INC k 185723 Cash