2024-05-15T14:30:19-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 232075900 CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY CENT 8003563606 1650 ARCH STREET 125 PHILADELPHIA PA 19103 WHITNEY LINGLE EXECUTIVE DIRECTOR 2155455728 2024-05-02 1 WHITNEY LINGLE 999009999 0 WILLIAM A LOUGHERY P01603932 2156433900 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WHITNEY LINGLE 1650 ARCH STREET 125 PHILADELPHIA PA 19103 2717098 0 X WWW.CARIE.ORG X 1977 PA PROMOTE THE WELL-BEING, RIGHTS & AUTONOMY OF OLDER ADULTS THROUGH ADVOCACY, EDUCATION & ACTION 14 14 39 59 0 0 2420515 2623954 73460 86142 650 657 125672 -30075 2620297 2680678 0 0 0 0 1778370 1937498 0 0 52533 762496 820804 2540866 2758302 79431 -77624 639889 1949034 189299 1573204 450590 375830 X THE MISSION OF THE CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY (CARIE) IS TO PROMOTE THE WELL-BEING, RIGHTS, AND AUTONOMY OF OLDER ADULTS THROUGH ADVOCACY, EDUCATION, AND ACTION. 0 0 875245 0 0 THE SMP (SENIOR MEDICARE PATROL) IS ONE OF MORE THAN 50 FEDERALLY CREATED AND FUNDED STATEWIDE PROGRAMS FIGHTING FRAUD, ABUSE AND ERRORS IN MEDICARE AND MEDICAID. THROUGH PEER-EDUCATION, CARIE'S SMP EMPOWERS MEDICARE AND MEDICAID BENEFICIARIES TO BECOME MORE ENGAGED IN THEIR HEALTH CARE, THROUGH PROTECTING THEIR PERSONAL INFORMATION, DETECTING POTENTIAL PROBLEMS, AND REPORTING ANY ISSUES THEY FIND (THE NATIONAL SMP TAGLINE: PROTECT, DETECT, REPORT!) MEDICARE BENEFICIARIES ARE ENGAGED TO SERVE AS VOLUNTEERS, TEACHING THEIR PEERS ABOUT HEALTH CARE FRAUD AND ITS PREVENTION. THE PENNSYLVANIA SMP CURRENTLY HAS 35 ACTIVE VOLUNTEERS AND PARTNERS WITH ORGANIZATIONS INCLUDING THE APPRISE PROGRAM AND RSVP TO EXPAND ITS OUTREACH AND EDUCATIONAL EFFORTS ACROSS THE COMMONWEALTH. CAMPAIGNS ACROSS PA REACHED MORE THAN 1.5 MILLION PERSONS. IN ADDITION, APPROXIMATELY 4,433 PERSONS WERE REACHED THROUGH 147 OUTREACH AND EDUCATION EVENTS. STAFF ENGAGED IN 108 INDIVIDUAL INTERACTIONS WITH OR ON BEHALF OF INDIVIDUAL BENEFICIARIES, INCLUDING BOTH SIMPLE INQUIRIES AND COMPLEX CASES. 835711 0 86142 THE LONG-TERM CARE OMBUDSMAN PROGRAM PROVIDES ADVOCACY FOR OLDER ADULTS IN LONG TERM CARE SETTINGS IN PHILADELPHIA AND MONTGOMERY COUNTIES INCLUDING NURSING FACILITIES, ASSISTED LIVING AND LICENSED PERSONAL CARE HOMES, OLDER ADULT DAY CENTERS, AND DOMICILIARY CARE HOMES. OMBUDSMAN STAFF EDUCATE RESIDENTS ABOUT THEIR RIGHTS AND INVESTIGATE AND SEEK TO RESOLVE COMPLAINTS ON BEHALF OF ELDERS RECEIVING LONG TERM CARE SERVICES. IN ADDITION, STAFF SUPPORT THE VOLUNTEER OMBUDSMAN PROGRAM AND PENNSYLVANIA'S EMPOWERED EXPERT RESIDENTS (PEERS), SPECIALLY TRAINED LONG-TERM CARE CONSUMERS WHO WORK CLOSELY WITH THE OMBUDSMAN TO ADDRESS RESIDENT'S RIGHTS WITHIN THEIR FACILITY. OMBUDSMAN VOLUNTEERS PROVIDE TECHNICAL ASSISTANCE TO RESIDENT COUNCIL PRESIDENTS AND OTHER RESIDENTS, EDUCATE VISITORS AND STAFF ABOUT RESIDENT'S RIGHTS AND ACT AS LIAISON BETWEEN RESIDENTS AND OMBUDSMAN STAFF TO RESOLVE COMPLAINTS. DURING FY23, CARIE'S LONG TERM CARE OMBUDSMAN STAFF MADE 949 FACILITY VISITS, RECEIVED 302 COMPLAINTS REGARDING THE PROVISION OF LONG-TERM CARE SERVICES, PROVIDED INFORMATION AND ASSISTANCE TO 727 RESIDENTS AND FAMILY MEMBERS, AS WELL AS EDUCATING PROVIDERS AND COMMUNITY MEMBERS. 488175 0 0 THE PROVIDING ADVOCACY FOR VICTIMIZED ELDERS (PAVE) PROGRAM WAS CREATED IN 2003 TO SUPPORT ACCESS TO JUSTICE FOR ELDER PHILADELPHIA VICTIMS OF CRIME AND ABUSE. STAFF PROVIDE COURT ACCOMPANIMENT, ASSISTANCE COMPLETING VICTIM COMPENSATION APPLICATIONS AND IMPACT STATEMENTS, TRAUMA-INFORMED SHORT-TERM COUNSELING WHEN REQUESTED AND REFERRALS AS NEEDED. DURING FY23 THE PAVE PROGRAM SERVED 1,042 ELDERS, INFORMING VICTIMS OF THEIR RIGHTS, EDUCATING THEM ABOUT THE CRIMINAL JUSTICE SYSTEM, AND PROVIDING INDIVIDUAL ADVOCACY FOR VICTIMS OF CRIME AND ABUSE. IN ADDITION, STAFF COORDINATE THE ELDERLY VICTIMS EMERGENCY SECURITY FUND (EVESF) THROUGH WHICH CARIE ARRANGES AND PAYS FOR RE-SECURING THE DAMAGE TO THE HOMES OF LOW-INCOME ELDER VICTIMS OF CRIME AND ABUSE IN PHILADELPHIA. DURING FY23 FUNDS WERE USED TO REPLACE OR RE-KEY LOCKS, REPAIR OR REPLACE DOORS, AND REPLACE WINDOWS AT 59 HOMES TO PREVENT RE-VICTIMIZATION OF THE RESIDENT(S). THE EVESF ALSO PROVIDES EMERGENCY HELP WITH HOME NEEDS THAT WE BECOME AWARE OF THROUGH OUR HELPLINE, AND WHICH PRESENT IMMINENT RISK TO THE HEALTH OF THE LOW-INCOME HOMEOWNER. 318017 0 0 CARIE'S OLDEST PROGRAM IS THE CARIE LINE, A TELEPHONE HELPLINE WHICH QUICKLY BECAME RECOGNIZED THROUGHOUT THE REGION AS A SOURCE OF ASSISTANCE AND ADVOCACY FOR ELDERS, CAREGIVERS AND PROFESSIONALS SEEKING TO RESOLVE A WIDE RANGE OF PROBLEMS AND CONCERNS OLDER ADULTS WERE FACING. SINCE ITS INCEPTION THE HELPLINE HAS EXPANDED TO BE ACCESSIBLE ONLINE (CARIE ONLINE) AND IN COMMUNITY SETTINGS (CARIE ONSITE). STAFF CONTINUE TO WORK TO RESOLVE ANY CHALLENGE AN ELDER IS FACING INCLUDING ACCESS TO HEALTH CARE OR HEALTH CARE COVERAGE, LACK OF TRANSPORTATION, A NEED FOR NUTRITIONAL SUPPORT, FINANCIAL INSECURITY, INADEQUATE HOUSING AND HOMELESSNESS, ELDER ABUSE AND NEGLECT, GUARDIANSHIP AND MORE. IN ADDITION TO PROVIDING INDIVIDUAL ASSISTANCE AND ADVOCACY, STAFF DEVELOP AND PRESENT COMMUNITY EDUCATION AND OUTREACH PROGRAMS THAT INFORM ELDERS AND CAREGIVERS ON ISSUES OF INTEREST AND CONCERN FOR OLDER ADULTS. DURING FY23, THE CARIE LINE PROVIDED ASSISTANCE AND ADVOCACY TO 1,547 ELDERS, FAMILY MEMBERS AND OTHERS WHO CARE ABOUT AN OLDER ADULT VIA PHONE, AND 3,664 THROUGH OUTREACH EVENTS. 318017 0 0 2517148 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X X WHITNEY LINGLE 8003563606 1650 ARCH STREET SUITE 1825 PHILADELPHIA PA 19103 DIANE A MENIO EXECUTIVE DIRECTOR (UNTIL 3/23) 40.00 X 112351 0 6484 WHITNEY LINGLE EXECUTIVE DIRECTOR (FROM 4/23) 40.00 X 0 0 0 DONNA MARIE HILL CHAIR 2.00 X X 0 0 0 DONNA PAINTER SECRETARY (FROM 2/23) 2.00 X X 0 0 0 JANE BONNER REITMEYER SECRETARY (UNTIL 1/23) 2.00 X X 0 0 0 GREGORY HAUCK TREASURER (FROM 2/23) 2.00 X X 0 0 0 SUSAN GRAYDON TREASURER (UNTIL 1/23) 2.00 X X 0 0 0 JOAN DAVITT VICE CHAIR 2.00 X X 0 0 0 ANJALI BHATLA BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 DANIELLE BONNER BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 SHARON BROKENBOUGH BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 DOUGLAS BROWN BOARD MEMBER 1.00 X 0 0 0 CATHERINE CRISTOFALO BOARD MEMBER 1.00 X 0 0 0 MARK DAVIS BOARD MEMBER 1.00 X 0 0 0 VANESSA GANTT BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 SABRINA JEAN-BAPTISE BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 JOSEPH KELLY BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 DANA KLINGES BOARD MEMBER 1.00 X 0 0 0 DANIELLE LAGUERRE BOARD MEMBER 1.00 X 0 0 0 ALEX MORISEY BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 PAUL NATHANSON BOARD MEMBER 1.00 X 0 0 0 REBECCA NOCK BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 MARTHA O'CONNOR BOARD MEMBER 1.00 X 0 0 0 RANDI SIEGEL BOARD MEMBER 1.00 X 0 0 0 TIFFANY TATE BOARD MEMBER 1.00 X 0 0 0 LAUREEN TAVOLARO-RILEY BOARD MEMBER 1.00 X 0 0 0 HEATHER VELEANU BOARD MEMBER (UNTIL 1/23) 1.00 X 0 0 0 112351 0 6484 1 0 0 0 0 982 197177 2285302 140493 3511 2623954 TRAINING CONTRACT 611430 86142 86142 86142 657 657 6225 197177 36420 -30195 -30195 OTHER INCOME 900099 120 120 120 2680678 86142 0 -29418 125779 106912 12578 6289 1459977 1387871 48221 23885 29313 28104 1076 133 196726 195560 1166 125703 118471 4829 2403 53795 50239 2537 1019 156552 69378 78163 9011 123059 122559 500 73447 64398 7034 2015 88485 80639 5012 2834 168689 155095 10446 3148 16846 16781 65 3581 3581 8348 8348 16461 15423 729 309 SPECIAL PROJECTS 59180 59180 TRAINING AND VOLUNTEER 22670 22490 180 STAFF DEVELOPMENT 14983 13868 1032 83 DUES 7109 6778 282 49 7599 3402 4188 9 2758302 2517148 188621 52533 29 36989 102839 432521 390810 46431 28278 81999 70641 19706 11358 35329 16065 68884 1399684 639889 1949034 71792 110621 27369 80000 90000 10138 1372583 189299 1573204 X 370010 350830 80580 25000 450590 375830 639889 1949034 -77624 2864 0 X 0 1 X 1 1 1 X 1593411 1856256 2120994 2420515 2623954 10615130 1593411 1856256 2120994 2420515 2623954 10615130 34494 10580636 307 516 1125 650 657 3255 25861 121684 147545 2689 436 2127 3988 120 9360 10775290 266853 0.98190 0.94070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 2,689. 2019 AMOUNT: $ 436. 2020 AMOUNT: $ 2,127. 2021 AMOUNT: $ 3,988. 2022 AMOUNT: $ 120. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7125 7125 2754539 2761664 288083 72021 0 0 249087 266456 277043 288083 1080669 1621004 41597 43380 66515 7125 158617 62272 66614 69261 72021 270168 405252 35097 30366 39015 7125 111603 8392 1243 7149 38607 34398 4209 35000 35000 0 11358 SECURITY DEPOSIT 15895 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 57010 RIGHT OF USE ASSET 1326779 1399684 LEASE LIABILITY 1372583 1372583 X 2752104 2864 32142 35006 2717098 -36420 -36420 2680678 2826864 32142 36420 68562 2758302 0 2758302 PART X, LINE 2: CARIE IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. DONORS MAY DEDUCT CONTRIBUTIONS TO CARIE AS PROVIDED BY THE INTERNAL REVENUE SERVICE CODE. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS, AS MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. CARIE'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CARIE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. CARIE IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -36,420. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 36,420. AUCTION 203402 197177 6225 2025 17688 4950 11757 203402 197177 6225 2025 17688 4950 11757 36420 -30195 FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE, WHICH SHALL CONSIST OF THE OFFICERS OF CARIE AND SUCH ADDITIONAL DIRECTORS AS MAY BE APPOINTED BY THE CHAIR OF THE BOARD TO SERVE AT THE PLEASURE OF THE CHAIR. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD AS MAY BE NECESSARY BETWEEN MEETINGS OF THE BOARD, EXCEPT FOR THE SALE, PURCHASE, OR MORTGAGING OF REAL ESTATE OF CARIE. FORM 990, PART VI, SECTION A, LINE 2 JANE BONNER REITMEYER, SECRETARY, AND DANIELLE BONNER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN PROVIDED TO THE EXECUTIVE DIRECTOR AND BOARD TREASURER FOR REVIEW. THE ENTIRE BOARD RECEIVES A COMPLETE COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED ANNUALLY TO SIGN A CONFLICT OF INTEREST STATEMENT. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED TO THE BOARD CHAIR OR VICE CHAIR DESCRIBING THE TRANSACTION AND CIRCUMSTANCES. THE CHAIR AND VICE CHAIR, ALONG WITH THE DELIBERATION OF THE BOARD, COLLECTIVELY DETERMINE WHETHER AN ACTUAL CONFLICT HAS BEEN IDENTIFIED. THE BY-LAWS REQUIRE THAT MEMBERS RECUSE THEMSELVES WHEN A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. AT THAT TIME, THE COMMITTEE REVIEWS AVAILABLE INFORMATION REGARDING SALARIES FOR SIMILAR SIZE AND PURPOSE ORGANIZATIONS IN THE COMMUNITY TO DETERMINE COMPENSATION. THE EXECUTIVE DIRECTOR REVIEWS SIMILAR INFORMATION AS SALARIES ARE REVIEWED FOR MANAGEMENT AND OTHER STAFF. FORM 990, PART VI, SECTION B, LINE 15B: THERE ARE NO OTHER COMPENSATED INDIVIDUALS THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.