Seniors Inc: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- Seniors Inc (EIN 23-7090107)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201401349349308120
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T18:34:51-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809039848 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237090107 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seniors Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % INNOVAGE HOME CARE | InCareOfName |
| Name Control | SENI | NameControl |
| Phone | 3033006900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8950 E Lowry Blvd | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Angela Oakley | Name |
| Title | Chief Financial Officer | Title |
| Phone | 3033006900 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7194714290 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Innovage Home Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JENNIFER RHODES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8950 E LOWRY BLVD | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3178268 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.myinnovage.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | To sustain and enhance the independence and quality of life on their terms for those we serve by providing a variety of services including in-home care, financial management, and employment of seniors. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 442 | TotalNbrEmployees |
| Total Nbr Volunteers | 161 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1847247 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 901812 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3743941 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2252991 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1283 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1371 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70221 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22094 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5662692 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3178268 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1840 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4174894 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2789519 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1558040 | OtherExpensePriorYear |
| Other Expenses Current Year | 1534906 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5734774 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4324425 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -72082 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1146157 | RevenuesLessExpensesCY |
| Total Assets BOY | 2986255 | TotalAssetsBOY |
| Total Assets EOY | 2348399 | TotalAssetsEOY |
| Total Liabilities BOY | 1553545 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2061846 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1432710 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 286553 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of InnovAge Home Care is to sustain and enhance the independence and quality of life on their terms for those we serve. InnovAge Home Care fulfills this mission by providing a variety of services including care in the home, assistance with managing personal finances, Medicaid and Medicare navigation assistance, and employment. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 2716212 | Expense |
| Grants | 0 | Grants |
| Revenue | 2259011 | Revenue |
| Description | The home care services program provides both medical and non-medical compassionate assistance to clients of all ages along Colorado's Front Range from Canon City to Denver who need temporary or long-term assistance to maximize their personal independence. Our programs of customized care include personal care, medication reminders, shopping, meal preparation, housekeeping, specialized care for Alzheimer's patients, and respite for family members. Innovage home care also provides skilled nursing services in the Estes park area. InnovAge Home Care provided more than 140,000 hours of care in 2013. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 672766 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | The Senior Companion Program is a national program through which senior individuals provide assistance and friendship to the at-risk elderly and disabled adult population in adult daycare centers, senior centers, hospitals, and independent living facilities. By providing transportation to medical appointments, grocery stores, social service agencies, translation services as needed, assisting with paperwork, and contact with the outside world, senior companions often provide the services that the frail elderly need to live independently. Senior companions also provide respite care to relieve live-in caretakers for short periods of time. There were 122 senior companions during the fiscal year who provided over 95,000 hours of assistance to 778 participants. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 182638 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Innovage Home Care provides other services to our community, such as energy outreach, prescription drug maintenance, Medicare & Medicaid counseling, helpline, money management, and transportation. Help Line: Volunteers provide information to callers about valuable community resources, such as yard work assistance, snow removal, help with hospital and/or utility bills, etc. This program assisted 1,104 callers in FY2013. Prescription Drug Assistance Service: This program helped 47 individuals obtain prescription medications from pharmaceutical companies at little or no cost during the year (many, but not all drugs are available). Individuals are also screened for eligibility for other types of assistance. If they qualify, volunteers help them fill out and submit the required application(s). Medicare/Medicaid Outreach: IHC screens callers for eligibility for all types of assistance. For those qualified, volunteers help to fill out and submit the required applications. Many of the people who call are eligible for public benefits through Medicare or Medicaid. This program assisted 351 people during the year. Money Management Program - Bill Payer Service: Trained, insured, and supervised volunteers assist clients with organizing their paperwork and mail; organizing, review, and payment of monthly bills; checkbook management and checkbook balancing; personal budgeting; and related personal financial matters. In FY2013, 40 volunteers provided assistance to 50 participants. Senior Health Insurance Assistance Program (SHIP): Trained counselors provide accurate and objective counseling, assistance, and education about Medicare and health insurance plans. Over 430 callers were helped in FY2013. Transportation Program: Transportation services are available under this program - one for which there is a fee, and one for which there is no charge (although riders are asked to make a donation to support the program). Transportation is available to all Denver Home Care clients either as fee-for-service for Medicaid clients or included in the cost of care for those who pay privately. Other seniors who call for transportation are accommodated as scheduling permits. No-cost rides are primarily allotted to individuals with low incomes for grocery shopping or medical appointments. This program provided over 800 rides in FY 2013. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3571616 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 442 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | INNOVAGE HOME CARE | NamePerson |
| Telephone Number | 3033006900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8950 E LOWRY BLVD | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80230 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Wendell Pryor | |||||||
| Board Member | 1.0 | 4.0 | X | 0 | 0 | 0 | |
| Bonnie Olsen | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Jack Blumenthal | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Randy McCall | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Milt Bollman | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Theresa Donahue | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Maureen Hanrahan | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Don Marostica | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Vickie Wickhorst | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Joie Glenn | |||||||
| Board Member | 1.0 | 3.0 | X | 0 | 0 | ||
| Janice Torrez | |||||||
| Chair | 1.0 | 3.0 | X | 0 | 0 | X | |
| Dr Lee Anneberg | |||||||
| Board Member through 05/13 | 1.0 | 3.0 | X | 0 | 0 | ||
| Greg Ibsen | |||||||
| Board Member through 05/13 | 1.0 | 4.0 | X | 0 | 0 | ||
| Chris Nordling | |||||||
| Board Member through 07/12 | 1.0 | 3.0 | X | 0 | 0 | ||
| Jerri Brainard | |||||||
| Board Member through 07/12 | 1.0 | 3.0 | X | 0 | 0 | ||
| Barbara Springer | |||||||
| Board Member through 03/13 | 1.0 | 3.0 | X | 0 | 0 | ||
| Kate McRae | |||||||
| Board Member through 08/12 | 1.0 | 3.0 | X | 0 | 0 | ||
| Jennifer Rhodes | |||||||
| Executive Director | 40.0 | 31862 | 80843 | 1397 | X | ||
| Maureen Hewitt | |||||||
| President/CEO | 2.0 | 38.0 | 518915 | 32123 | X | ||
| Angela Oakley | |||||||
| CFO | 2.0 | 38.0 | 113857 | 17592 | X | ||
| Gina Deblassie | |||||||
| COO | 2.0 | 38.0 | 278339 | 10646 | X | ||
| Vanessa Walton | |||||||
| Secretary | 2.0 | 38.0 | 187480 | 17376 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 31862 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1179434 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 79134 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 34496 | FederatedCampaigns |
| Related Organizations | 208721 | RelatedOrganizations |
| Government Grants | 472099 | GovernmentGrants |
| All Other Contributions | 186496 | AllOtherContributions |
| Noncash Contributions | 19616 | NoncashContributions |
| Total Contributions | 901812 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICAID REVENUE | 900099 | 871207 | 871207 |
| PROGRAM INCOME | 900099 | 1381784 | 1381784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2252991 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1371 | TotalRevenueColumn |
| Exclusion | $1,371 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16074 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16074 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16074 | TotalRevenueColumn |
| Exclusion | $16,074 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 2519 | 2519 |
| PROFESSIONAL TRAINING REVENUE | 900099 | 3501 | 3501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6020 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3178268 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2259011 | RelatedOrExemptFunctionIncome |
| Exclusion | $17,445 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86667 | Total |
| Program Services | 86667 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2336586 | Total |
| Program Services | 2219757 | ProgramServices |
| Management And General | 116829 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16822 | Total |
| Program Services | 15981 | ProgramServices |
| Management And General | 841 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116855 | Total |
| Program Services | 111012 | ProgramServices |
| Management And General | 5843 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232589 | Total |
| Program Services | 220960 | ProgramServices |
| Management And General | 11629 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 650004 | Total |
| Program Services | 65000 | ProgramServices |
| Management And General | 585004 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9093 | Total |
| Management And General | 9093 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291515 | Total |
| Program Services | 285685 | ProgramServices |
| Management And General | 5830 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7170 | Total |
| Management And General | 7170 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36116 | Total |
| Program Services | 35394 | ProgramServices |
| Management And General | 722 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83923 | Total |
| Program Services | 83923 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259156 | Total |
| Program Services | 253973 | ProgramServices |
| Management And General | 5183 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12732 | Total |
| Program Services | 12095 | ProgramServices |
| Management And General | 637 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15460 | Total |
| Program Services | 15460 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72770 | Total |
| Program Services | 71315 | ProgramServices |
| Management And General | 1455 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 54464 | 53375 | 1089 |
| PROVISION FOR BAD DEBT | 12851 | 12851 | |
| LICENSES/DUES/FEES | 23795 | 22605 | 1190 |
| MISCELLANEOUS | 5857 | 5563 | 294 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4324425 | Total |
| Program Services | 3571616 | ProgramServices |
| Management And General | 752809 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344080 | BOY |
| EOY | 67466 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 685617 | BOY |
| EOY | 686988 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167282 | BOY |
| EOY | 54835 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353748 | BOY |
| EOY | 259536 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39319 | BOY |
| EOY | 12279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1580065 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 672940 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742714 | BOY |
| EOY | 907125 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75000 | BOY |
| EOY | 75000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578495 | BOY |
| EOY | 285170 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2986255 | BOY |
| EOY | 2348399 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940652 | BOY |
| EOY | 463271 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51185 | BOY |
| EOY | 7650 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9553 | BOY |
| EOY | 3170 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552155 | BOY |
| EOY | 1587755 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1553545 | BOY |
| EOY | 2061846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1415131 | BOY |
| EOY | 268974 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17579 | BOY |
| EOY | 17579 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1432710 | BOY |
| EOY | 286553 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2986255 | BOY |
| EOY | 2348399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1146157 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1965554 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1906684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1794271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1847247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 901812 | CurrentTaxYear |
| Total | 8415568 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1965554 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1906684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1794271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1847247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 901812 | CurrentTaxYear |
| Total | 8415568 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 110727 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8304841 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17445 | CurrentTaxYear |
| Total | 153286 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8568854 | TotalSupport |
| Gross Receipts From Admissions Etc | 18526777 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96919 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95338 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 198481 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 391 | InvestmentEarningsOrLosses |
| Other Expenditures | 391 | OtherExpenditures |
| End Of Year Balance | 198481 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 198481 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 266 | InvestmentEarningsOrLosses |
| Other Expenditures | 266 | OtherExpenditures |
| End Of Year Balance | 198481 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 198481 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 237 | InvestmentEarningsOrLosses |
| Other Expenditures | 237 | OtherExpenditures |
| End Of Year Balance | 198481 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 170991 | BeginningOfYearBalance |
| Contributions | 503114 | Contributions |
| Investment Earnings Or Losses | 27330 | InvestmentEarningsOrLosses |
| Other Expenditures | 502954 | OtherExpenditures |
| End Of Year Balance | 198481 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 159506 | BeginningOfYearBalance |
| Contributions | 151426 | Contributions |
| Investment Earnings Or Losses | 11485 | InvestmentEarningsOrLosses |
| Administrative Expenses | 151426 | AdministrativeExpenses |
| End Of Year Balance | 170991 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.91140 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 216225 | OtherCostOrOtherBasis |
| Book Value | 216225 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 937247 | OtherCostOrOtherBasis |
| Depreciation | 435525 | Depreciation |
| Book Value | 501722 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 247201 | OtherCostOrOtherBasis |
| Depreciation | 226446 | Depreciation |
| Book Value | 20755 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 179392 | OtherCostOrOtherBasis |
| Depreciation | 10969 | Depreciation |
| Book Value | 168423 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 907125 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INSURANCE RECOVERY RECEIVABLE | 235000 |
| DUE FROM AFFILIATE | 50170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 285170 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $1,578,596 |
| SECURITY DEPOSIT | $9,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1587755 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3186361 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 7093 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1000 | OtherRevenues |
| Revenue Not Rptd F990 | 8093 | RevenueNotRptdF990 |
| Revenue Subtotal | 3178268 | RevenueSubtotal |
| Total Revenue Per Form990 | 3178268 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4332518 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7093 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 8093 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4324425 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4324425 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4 | Describe the Intended uses of the organization's endowment funds. | The Organization's endowment consists of donor permanently restricted endowment funds and funds designated by the governing body to function as endowments (board designated endowment funds). The endowment was formed to support the programs and services of Seniors! Inc. |
| Part X, Line 2 | Uncertain Tax Positions | Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| Part XI, Line 2D | Other revenue on books, not on return | intercompany elimination 1,000 |
| Part XII, Line 2d | Other Expense on books, not on return | intercompany elimination 1,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|
| Maureen Hewitt | |||||||
| President/CEO | 382959 | 104934 | 31022 | 2500 | 29623 | 551038 | 0 |
| Gina Deblassie | |||||||
| COO | 216375 | 38907 | 23057 | 2500 | 8146 | 288985 | 0 |
| Vanessa Walton | |||||||
| Secretary | 163392 | 22368 | 1720 | 1168 | 16208 | 204856 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule J, Part I, Line 7 | Identifier |
| Return Reference | Non-Fixed Payments | ReturnReference |
| Explanation | The incentive compensation plan is based on the performance of the individual and the organization. The maximum percentage bonus an individual can achieve is based on the individual's position level in the organization. The total incentive fund for a given fiscal year is established in the budgeting process and is reviewed and approved by the Board of Directors. Individual awards are based on individual, team and organizational performance relating to Quality of Service, Strategic Goals, Individual Goals and Financial Goals. There is no guarantee the award will be made. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART III, LINE 3 | SIGNIFICANT CHANGES IN PROGRAM SERVICES | During the fiscal year ended 06/30/13, InnovAge Home Care ended the Foster Grandparents and Senior Community Service Employment Programs. |
| FORM 990, PART VI, LINE 6 | MEMBERS OR STOCKHOLDERS | For 990 purposes, Total Community Options Inc. DBA Innovage, a related entity, is a member of Innovage Home Care. Form 990, Part VI, Line 7a Election of governing body Innovage approves and can remove board members. The same board for Innovage governs the board for Innovage Home Care. Form 990, Part VI, Line 7b Decision Subject to Approval Innovage approves strategic business plans and budgets. |
| FORM 990, PART VI, LINE 11B | DESCRIBE PROCESS TO REVIEW 990 | The 990 is prepared by a third party preparer and an initial review is conducted by the Director of Accounting and CFO of the Organization. A secondary review is conducted by the Audit Committee and the final version of the 990 is made available to the entire board prior to filing the return with the IRS. |
| FORM 990, PART VI, LINE 12C | DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED & ENFORCED | The compliance department of Innovage, a related organization, maintains a master conflict of interest spreadsheet that is updated annually. The compliance officer routinely reviews the spreadsheet to monitor potential conflicts that have been identified. The compliance officer works closely with the board-appointed audit committee to monitor and address potential conflicts and to ensure the conflict of interest policy for board members is followed. Annual compliance education is provided to staff and board members. The compliance officer, in conjunction with HR, monitors potential conflicts that have been identified by key employees. At board meetings, the board asks its members if there are any conflicts of interest. If a conflict is identified, the board member is recused from voting and may not participate in the decision making process regarding the conflict. |
| FORM 990, PART VI, LINE 15A & 15B | DESCRIBE PROCESS FOR DETERMINING COMPENSATION | In 2011 Human Capital Connection, an external compensation consultant conducted a full review of executive salaries. The study was based on comparability data based on organization mission, tax status, scope (budget, staff size), program offerings, locations, and talent pool for executive attraction/retention. Sources included independent compensation surveys, 990 data and SEC filings, and actual written offers. All elements of total compensation were considered in determining reasonableness. Human Capital Connection submitted salary recommendations that were submitted to the full Board of Directors for final approval. |
| FORM 990, PART VI, LINE 19 | DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | InnovAge Home Care makes its governing documents, financials statements and conflict of interest policy available upon request. |
| Form 990, Part VII & Part IX, lines 5 & 11a | Jennifer Rhodes compensation | Compensation for Jennifer Rhodes was paid through the filing organization and from Innovage, a related entity. A portion of Ms. Rhodes salary is included on line 11a of the statement of functional expense, but the amount cannot be readily determined to disclose on line 5. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INNOVAGE HOME CARE NORTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8950 E Lowry Blvd | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113757939 | EIN |
| Primary Activities | HOME CARE | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Total Income | 273653 | TotalIncome |
| EOY Assets | 35033 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Innovage | ||||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80203 | 341547962 | HOLDING CO | CO | 501(c)(3) | ln11 type I | NA | false |
| INNOVAGE GREATER COLORADO PACE (TLC) | ||||||||||
| 8950 E Lowry Blvd | Denver | CO | 80230 | 742555064 | PACE PROGRAM | CO | 501(c)(3) | LINE 9 | INNOVAGE | false |
| INNOVAGE JOHNSON ADULT DAY PROGRAM INC | ||||||||||
| 3444 S Emerson St | Englewood | CO | 80113 | 263724459 | ADULT DAY CTR | CO | 501(c)(3) | LINE 9 | INNOVAGE | false |
| Innovage Foundation | ||||||||||
| 8950 E Lowry Blvd | Denver | CO | 80230 | 262700185 | FOUNDATION | CO | 501(c)(3) | LINE 7 | INNOVAGE | false |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINEWOOD LODGE LLLP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E IRONTON | AddressLine1 |
| City | AURORA | City |
| State | CO | State |
| ZIP Code | 80012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200450308 | EIN |
| Primary Activity | SR. AFFOR. HO | PrimaryActivity |
| Legal Domicile State | CO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TLC Inc | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTINENTAL COMMUNITY HOUSING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8950 E Lowry Blvd | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264520899 | EIN |
| Primary Activity | SR. HOUSING | PrimaryActivity |
| Legal Domicile State | CO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TLC Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Innovage Foundation | ||
| c | 197720 | amount received |
| Innovage Foundation | ||
| d | 50170 | interco amount |
| Innovage Greater CO Pace (TLC) | ||
| e | 1136011 | interco amount |