2013-06-28T15:13:37-05:00 2012-12-31 ERICKSON BROWN & KLOSTER PC 4565 HILTON PKWY STE 101 COLORADO SPRINGS CO 809073540 990 2012-01-01 237109922 SILVER KEY SENIOR SERVICES INC SILV 7198842300 2250 BOTT AVENUE COLORADO SPRINGS CO 80904 PATRICIA ELLIS 7198842300 2013-03-20 true DEANN L PRICE CPA 7195310445 2013-06-28 2012 2016-02-24 21:20:13Z PATRICIA ELLIS 2250 BOTT AVENUE COLORADO SPRINGS CO 80904 3601927 false X WWW.SILVERKEY.ORG X 1970 CO SERVICES ARE PROVIDED WITH THE GOALS OF PROMOTING INDEPENDENCE, SELF SUFFICIENCY, INDEPENDENT LIVING IN THE HOME, FULFILLING BASIC AND SOCIAL NEEDS, RELIEVING THE MANY BURDENS OF OLD AGE AND PRESERVING THE DIGNITY OF SELF RESPECT OF THE ELDERLY PERSON. 14 14 49 646 0 2043383 2093738 447504 447249 15630 206014 18053 0 2524570 2747001 519218 269356 0 1639428 1528719 0 89199 896011 1050406 3054657 2848481 -530087 -101480 6548336 6994241 237217 474223 6311119 6520018 X SERVICES ARE PROVIDED WITH THE GOALS OF PROMOTING INDEPENDENCE, SELF SUFFICIENCY, INDEPENDENT LIVING IN THE HOME, FULFILLING BASIC AND SOCIAL NEEDS, RELIEVING THE MANY BURDENS OF OLD AGE AND PRESERVING THE DIGNITY OF SELF RESPECT OF THE ELDERLY PERSON. false false 807915 52613 TRANSPORTATION: TRANSPORTATION SERVICES ARE PROVIDED MONDAY THROUGH FRIDAY, WITH SOME RECREATION TRIPS ON WEEKENDS. A TOTAL OF 363,552 REVENUE MILES WERE PROVIDED, RESULTING IN 52,748 TRIPS TO 1,478 SENIORS. THE TRIPS PROVIDE RIDES TO MEDICAL APPOINTMENTS, GROCERY SHOPPING, RECREATIONAL ACTIVITIES AND FOR OTHER PERSONAL NEEDS. FOR THIS PERIOD, 50% OF THE RIDES PROVIDED REQUIRED ASSISTANCE OR SPECIAL TRANSPORTATION. THERE WERE 19,200 HOURS DONATED BY VOLUNTEERS IN CONJUNCTION WITH PROVIDING RIDES. 570370 140633 249868 NUTRITION SERVICES : THIS AREA IS COMPRISED OF THE MEAL ON WHEELS PROGRAM AND FOOD PANTRY PROGRAMS. THE MEALS ON WHEELS PROGRAM DELIVERS HOT NUTRITIOUS MEALS TO HOMES OF SENIORS WHO ARE UNABLE TO PREPARE MEALS FOR THEMSELVES. THIS PROGRAM PROVIDES NUTRITIONAL SUPPORT ALONG WITH SOCIAL CONTACT WITH CARING MEMBERS OF OUR COMMUNITY. DURING THIS PERIOD 563 SENIORS WERE SERVED A TOTAL OF 47,395 MEALS. VOLUNTEERS PROVIDED 13,800 HOURS DELIVERING MEALS AND VISITING SENIORS. THE FOOD PANTRY WORKS CLOSELY WITH CARE AND SHARE AND THE FEDERAL FOOD PROGRAMS TO PROVIDE FOOD TO LOW INCOME SENIORS IN OUR COMMUNITY. DURING 2012, SILVER KEY ADMINISTERED TWO FEDERAL FOOD PROGRAMS, THE COMMODITY SUPPLEMENTAL FOOD PROGRAM (CSFP) AND THE EMERGENCY FOOD ASSISTANCE PROGRAM (TEFAP) AS WELL AS OPERATED A FOOD PANTRY TO DISTRIBUTE EMERGENCY FOOD AND SUPPLEMENTAL FOOD TO THE FEDERAL PROGRAMS RECIPIENTS. THE FOOD PANTRY ACCOMMODATES CLIENTS WHO HAVE DIETARY RESTRICTIONS. SENIORS WHO ARE HOMEBOUND RECEIVE THEIR COMMODITIES THROUGH OUR HOME DELIVERY SERVICES. THESE SERVICES ARE PROVIDED WITH COMPASSION AND RESPECT, WITH SENSITIVITY TO ALLOW FOR DIGNITY AND UNDERSTANDING TO OLDER INDIVIDUALS WHO MUST RELY ON OTHERS FOR THEIR BASIC NEEDS. WE WORK CLOSELY WITH CARE AND SHARE TO ENSURE OUR CLIENTS HAVE ACCESS TO AS MUCH FRESH FRUITS AND VEGETABLES AND DAIRY PRODUCTS AS AVAILABLE. A TOTAL OF 1,166 CLIENTS WERE SERVED, RECEIVING 1,096 PANTRY BAGS, 5,298 CSFP FOOD BOXES, 1,022 TEFAP BAGS AND 1,280 EMERGENCY PANTRY FOOD BAGS. A TOTAL OF 2,100 HOURS WERE DONATED IN CONJUNCTION WITH ASSISTING SENIORS RECEIVE FOOD PANTRY ITEMS AND FOOD DRIVES. 679882 115911 40741 CARE MANAGEMENT SERVICES : THIS AREA IS COMPRISED OF REFERRALS AND INFORMATION, CARE MANAGEMENT, AND GUARDIANSHIP. THE GUARDIANSHIP PROGRAM ASSISTS SENIORS WHO ARE DEEMED TO NO LONGER BE ABLE TO MAKE DECISIONS FOR THEMSELVES. DURING 2012, SILVER KEY WAS LEGAL GUARDIAN FOR 58 INDIVIDUALS, AND MAINTAINED A POWER OF ATTORNEY FOR NINE INDIVIDUALS. SILVER KEY CARE MANAGERS OVERSEE ALL ASPECTS OF THESE SENIORS HEALTH, HOUSING, PSYCHOSOCIAL AND FINANCIAL NEEDS. THIS SERVICE IS OFTEN PROVIDED THROUGH THE REMAINDER OF THEIR LIFE. MOST OF THESE SENIORS ARE ON MEDICAID AND SOCIAL SECURITY THAT PAYS FOR NURSING HOME CARE, AND THERE IS NO EXTRA MONEY TO PAY GUARDIANSHIP FEES SO SILVER KEY PROVIDES THESE SERVICES AT NO COST TO THESE CLIENTS. NO OTHER AGENCY IN OUR COMMUNITY PROVIDES THIS SERVICE TO THESE LOW INCOME INDIVIDUALS. THE CARE MANAGERS ASSIST SENIORS IN RESOLVING ISSUES RELATED TO MEDICAID ENROLLMENT AND BENEFITS, FINDING AFFORDABLE HOUSING, UTILITIES ASSISTANCE, AND OTHER HEALTH AND WELFARE NEEDS. DURING 2012, SILVER KEY CARE MANAGERS SAW 1,299 SENIORS. NEED BASED FINANCIAL ASSISTANCE WAS PROVIDED TO 522 INDIVIDUALS. WITHOUT INTERVENTION, MANY OF THESE SENIORS WOULD BE IN SHELTERS, HOSPITALS, AND COSTLY NURSING FACILITIES. A TOTAL OF 4,700 HOURS OF SERVICE WERE DONATED IN CARE MANAGEMENT DURING THIS PERIOD. 184228 12812 104027 RETAIL SERVICES: THIS PROGRAM PROVIDES SUPPORT VIA HEALTH & VISION EQUIPMENT AND A THRIFT STORE. HEALTH AND VISION EQUIPMENT IS PROVIDED TO SENIORS TO ASSIST WITH MOBILITY AND VISION NEEDS. THE THRIFT STORE IS STAFFED BY VOLUNTEERS AND RESELLS ITEMS THAT HAVE BEEN DONATED TO SILVER KEY. VOLUNTEERS DONATED 2,500 HOURS IN THESE AREAS. 184228 12812 104027 2242395 true true false false false false false false true true true false false true false true true true false false false false false false true false false false true false false false false false false false false false true false false false false true false false false true 10 0 true 49 true false false false false false true true false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X X PATRICIA ELLIS 7198842300 2250 BOTT AVENUE COLORADO SPRINGS CO 80904 PATRICIA ELLIS 40.00 X X 104283 0 8812 CHERYL SOLZE 1.00 X X 0 0 0 RANDALL BJORK 1.00 X 0 0 0 HOWARD BLACK 1.00 X X 0 0 0 JEROME C SCHAEFER 1.00 X X 0 0 0 JULIE BOSWELL 0.50 X X 0 0 0 STEVE BARON 0.50 X 0 0 0 TOBY GANNETT 0.50 X X 0 0 0 LEE JOLIVET 0.50 X 0 0 0 DAVID LORD 0.50 X 0 0 0 REBECCA HURLEY 0.50 X 0 0 0 TYLER STEVENS 0.50 X 0 0 0 ROLLAND STONEMAN 0.50 X 0 0 0 MARY ELLEN MCNALLY 0.50 X 0 0 0 JOCELYN WALL 0.50 X 0 0 0 BARBARA BRUBAKER 40.00 X 81242 0 8110 185525 16922 1 false false false 56848 52311 329591 809663 845325 217870 2093738 PROGRAM SERVICE REVENUE 624200 447249 447249 447249 164276 164276 880899 5000 844161 36738 5000 41738 41738 10765 52311 10765 2747001 447249 206014 269356 269356 202447 29236 170949 2262 1012172 820984 136887 54301 29692 22338 5848 1506 157560 119733 29897 7930 126848 89787 31089 5972 1856 1766 90 183 183 12950 12950 4875 634 4241 375 375 91639 62500 27443 1696 263661 262679 867 115 10345 4027 3377 2941 137154 118748 16678 1728 20850 3765 17085 MEALS ON WHEELS 193840 193840 CONTRACT LABOR 117058 89416 25799 1843 SUPPLIES 103363 96347 5676 1340 BAD DEBT 20460 19285 1175 71797 37771 26461 7565 2848481 2242395 516887 89199 X 1300 1300 111505 119461 222740 89839 80662 242977 31939 28837 3294636 2649571 584765 645065 1937174 2097645 3578251 3769117 6548336 6994241 114517 305922 122700 168301 237217 474223 X 2701935 2788296 468993 446848 3140191 3284874 6311119 6520018 6548336 6994241 -101480 117204 193175 X false true X true false X 1635701 2602387 1878814 2043383 1963738 10124023 1635701 2602387 1878814 2043383 1963738 10124023 10124023 82854 72476 155955 163702 164276 639263 403 3378 25050 10765 39596 10802882 2547693 0.93720 0.93990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 112071 236929 -259433 89567 false 1937174 160471 2097645 1062608 874566 1937174 4995855 1062608 4294299 523762 544097 357525 8778 4995855 1.00000 false true true 118069 118069 1644377 1373865 270512 494284 480021 14263 1037906 795685 242221 645065 BENEFICIAL INTEREST IN TRUSTS 3731722 CURTIS ESTATE NOTE REC 37395 3769117 3077185 117204 9040 193175 319419 2757766 -10765 -10765 2747001 2868286 9040 9040 2859246 -10765 -10765 2848481 EXPLANATION FOR UNREPORTED CONTRIBUTIONS OR ASSETS SCHEDULE D, PAGE 2, PART IV, LINE 1B SILVER KEY SENIOR SERVICES IS GUARDIAN FOR SEVERAL PEOPLE WITHIN THE COMMUNITY. THESE PEOPLE ARE SENIORS BY SILVER KEY'S DEFINITION - 60 YEARS AND ABOVE. THESE CLIENTS ARE COURT APPOINTED AND THERE IS USUALLY NO FAMILY LIVING LOCALLY, OR IN SOME CASES NO FAMILY AT ALL. FOR SOME OF THESE WARDS, SILVER KEY SENIOR SERVICES IS ALSO CONSERVATOR OF THEIR FINANCES. THE AMOUNTS LISTED IN PART IV IS THE CUMULATIVE ACTIVITY FOR THE YEAR OF ALL OF THE WARDS FOR WHOM SILVER KEY SENIOR SERVICES IS A CONSERVATOR. ONCE THE WARD PASSES AWAY, THE ACCOUNT IS TURNED OVER TO THE PUBLIC ADMINISTRATOR TO SETTLE THE ESTATE. MOST OF THESE CLIENTS ARE ON MEDICAID AND THE SOCIAL SECURITY FLOWS FROM THE ACCOUNT TO THE NURSING HOME BECAUSE SOCIAL SECURITY IS NOT A DIRECT PAY TO THE NURSING HOME. FOR THESE CLIENTS, THERE IS NO EXTRA MONEY TO COLLECT FEES AND SILVER KEY SENIOR SERVICES PROVIDES THE GUARDIANSHIP SERVICE AT NO COST TO THESE CLIENTS. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS EVALUATED ALL OF ITS OUTSTANDING TAX POSITIONS AS OF DECEMBER 31, 2012 AND DETERMINED THAT THEY HAVE MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD. ACCORDINGLY, THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY OR INCOME TAX EXPENSE FOR ANY UNRECOGNIZED TAX BENEFITS IN THEIR CONSOLIDATING FINANCIAL STATEMENTS. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 193,175 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -10,765 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B RECLASSIFICATION OF SP. EVENT EXPENSES -10,765 SILVER LINING B 63076 52311 10765 10765 63076 52311 10765 10765 10765 true SEE ATTACHED SCHEDULE 118215 151141 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION HAS COMPUTER SOFTWARE THAT TRACKS THE AMOUNT AND TYPE OF ASSISTANCE A CLIENT RECEIVES. THERE IS CRITERIA THE ORGANIZATION HAS IMPLEMENTED TO ASCERTAIN THAT THE CLIENT IS IN NEED AS WELL AS FOLLOW UP WITH THE CLIENT AND THE ORGANIZATION RE-EVALUATES THE CLIENT PERIODICALLY. ALSO, THE INFORMATION IS ENTERED INTO THE ACCOUNTING SOFTWARE AND CODED AS TO THE TYPE OF ASSISTANCE THE CLIENT HAS RECEIVED. THERE IS THE CAPABILITY TO TRACK THE AMOUNTS SPENT OR APPLIED AGAINST A GRANT THAT THE ORGANIZATION HAS RECEIVED FOR A SPECIFIC PRUPOSE. AS A CROSS-CHECK, THE INFORMATION CAN BE SORTED BY CLIENT TO ASCERTAIN ANY AMOUNTS PAID OR APPLIED ARE NOT EXCESSIVE. FUNDS ARE RESTRICTED TO SENIORS RESIDING IN EL PASO COUNTY, COLORADO. X 94967 THRIFT STORE VALUE X 2 2090 RESALE VALUE X 72780 120813 1.66/LB OF DONATED ITEMS false true false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION SERVICES ARE PROVIDED WITH THE GOALS OF PROMOTING INDEPENDENCE, SELF SUFFICIENCY, INDEPENDENT LIVING IN THE HOME, FULFILLING BASIC AND SOCIAL NEEDS, RELIEVING THE MANY BURDENS OF OLD AGE AND PRESERVING THE DIGNITY OF SELF RESPECT OF THE ELDERLY PERSON. SECOND ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B SUPPLEMENTAL FOOD PROGRAM (CSFP) AND THE EMERGENCY FOOD ASSISTANCE PROGRAM (TEFAP) AS WELL AS OPERATED A FOOD PANTRY TO DISTRIBUTE EMERGENCY FOOD AND SUPPLEMENTAL FOOD TO THE FEDERAL PROGRAMS RECIPIENTS. THE FOOD PANTRY ACCOMMODATES CLIENTS WHO HAVE DIETARY RESTRICTIONS. SENIORS WHO ARE HOMEBOUND RECEIVE THEIR COMMODITIES THROUGH OUR HOME DELIVERY SERVICES. THESE SERVICES ARE PROVIDED WITH COMPASSION AND RESPECT, WITH SENSITIVITY TO ALLOW FOR DIGNITY AND UNDERSTANDING TO OLDER INDIVIDUALS WHO MUST RELY ON OTHERS FOR THEIR BASIC NEEDS. WE WORK CLOSELY WITH CARE AND SHARE TO ENSURE OUR CLIENTS HAVE ACCESS TO AS MUCH FRESH FRUITS AND VEGETABLES AND DAIRY PRODUCTS AS AVAILABLE. A TOTAL OF 1,166 CLIENTS WERE SERVED, RECEIVING 1,096 PANTRY BAGS, 5,298 CSFP FOOD BOXES, 1,022 TEFAP BAGS AND 1,280 EMERGENCY PANTRY FOOD BAGS. A TOTAL OF 2,100 HOURS WERE DONATED IN CONJUNCTION WITH ASSISTING SENIORS RECEIVE FOOD PANTRY ITEMS AND FOOD DRIVES. THIRD ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C SERVICE TO THESE LOW INCOME INDIVIDUALS. THE CARE MANAGERS ASSIST SENIORS IN RESOLVING ISSUES RELATED TO MEDICAID ENROLLMENT AND BENEFITS, FINDING AFFORDABLE HOUSING, UTILITIES ASSISTANCE, AND OTHER HEALTH AND WELFARE NEEDS. DURING 2012, SILVER KEY CARE MANAGERS SAW 1,299 SENIORS. NEED BASED FINANCIAL ASSISTANCE WAS PROVIDED TO 522 INDIVIDUALS. WITHOUT INTERVENTION, MANY OF THESE SENIORS WOULD BE IN SHELTERS, HOSPITALS, AND COSTLY NURSING FACILITIES. A TOTAL OF 4,700 HOURS OF SERVICE WERE DONATED IN CARE MANAGEMENT DURING THIS PERIOD. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D RETAIL SERVICES: THIS PROGRAM PROVIDES SUPPORT VIA HEALTH & VISION EQUIPMENT AND A THRIFT STORE. HEALTH AND VISION EQUIPMENT IS PROVIDED TO SENIORS TO ASSIST WITH MOBILITY AND VISION NEEDS. THE THRIFT STORE IS STAFFED BY VOLUNTEERS AND RESELLS ITEMS THAT HAVE BEEN DONATED TO SILVER KEY. VOLUNTEERS DONATED 2,500 HOURS IN THESE AREAS. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN IS EMAILED TO THE ENTIRE BOARD FOR THEIR REVIEW PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, THE BOARD AND EMPLOYEES FILL OUT A CONFLICT OF INTEREST FORM. ANY ITEMS OF MAJOR CONCERN ARE ADDRESSED AND IF SERIOUS ENOUGH, APPROPRIATE ACTION IS TAKEN, INCLUDING DISMISSAL. ANY ITEMS THAT REQUIRE A BOARD VOTE AND THERE IS A CONFLICT OF INTEREST WITH A PARTICULAR BOARD MEMBER, THAT MEMBER WILL EXCUSE HIM/HERSELF FROM THE VOTE. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A DURING THE PROCESS OF THE BUDGET REVIEW WITH THE EXECUTIVE COMMITTEE, FINANCE COMMITTEE, AND THE BOARD, THE CEO COMPENSATION IS REVIEWED UTILIZING COMPARABILITY DATA. THE COMPARABILITY DATA IS UTILIZED TO ASCERTAIN THAT THE LEVEL OF COMPENSATION IS NOT EXCESSIVE. THE ORGANIZATION UTILIZES COMPENSATION SURVEYS BY MOUNTAIN STATES EMPLOYERS COUNCIL. IN YEARS WHERE THERE ARE NO SALARY INCREASES,THIS DATA IS RELIED UPON FROM THE YEAR BEFORE. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B DURING THE PROCESS OF THE BUDGET REVIEW WITH THE EXECUTIVE COMMITTEE, FINANCE COMMITTEE, AND THE BOARD, THE SALARIES AND WAGES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED UTILIZING COMPARABILITY DATA. THE ORGANIZATION UTILIZES COMPENSATION SURVEYS BY MOUNTAIN STATES EMPLOYERS COUNCIL. IN YEARS WHERE THERE ARE NO SALARY INCREASES, THIS DATA IS RELIED UPON FROM THE YEAR BEFORE. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE TAX RETURN IS AVAILABLE ON THE GUIDESTAR WEBSITE. THE FINANCIAL AUDIT,TAX RETURN AS WELL AS THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 193,175 SPECIAL EVENT EXPENSES 10,765 RECLASSIFICATION OF SP. EVENT EXPENSES -10,765 SILVER KEY SENIOR SERVICES FND INC 2250 BOTT AVENUE COLORADO SPRINGS CO 80904 841401179 SEE PG. 5 CO 509 A3 11C SILVER KEY SENIOR SERVICES INC false false false true false false false false false false false false false false false false false false false false SILVER KEY SENIOR SERVICES FND INC C 329591 CASH ADDITIONAL INFORMATION SCHEDULE R SCHEDULE R PART II LINE 1 COLUMN B PRIMARY ACTIVITY OF SILVER KEY SENIOR SERVICE FOUNDATION INC IS TO MANAGE DONOR RESTRICTED FUNDS OF THE ORGANIZATION