2024-07-05T15:05:10-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-01-01 310747271 ELDERLY UNITED OF SPRINGFIELD & CLARK COUNTY OHIO INC ELDE 9373234948 125 W MAIN STREET SPRINGFIELD OH 45502 DEBORAH DEWITT CFO 9373234948 2024-07-03 1 DEBORAH DEWITT 999009999 0 MATTHEW SHROYER P00737986 9373992000 2024-07-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z UNITED SENIOR SERVICES MAUREEN FAGANS 125 W MAIN STREET SPRINGFIELD OH 45502 7859014 0 X WWW.UNITEDSENIORSERVICES.ORG X 1968 OH TO ENHANCE THE LIVES OF CLARK COUNTY OLDER ADULTS BY OFFERING QUALITY SERVICES THAT PROMOTE GENERAL WELL-BEING, INDEPENDENT LIVING AND SOCIALIZATION. 15 15 132 166 0 0 3644527 3750811 1575098 1490549 316700 536444 10796 23420 5547121 5801224 40274 32022 0 0 2607230 2863203 0 0 33155 2184704 2369242 4832208 5264467 714913 536757 20098498 20929000 3645231 3273003 16453267 17655997 X TO ENHANCE THE LIVES OF CLARK COUNTY OLDER ADULTS BY OFFERING QUALITY SERVICES THAT PROMOTE GENERAL WELL-BEING, INDEPENDENT LIVING AND SOCIALIZATION. 0 0 1233204 545790 NUTRITION SERVICES FOR OLDER ADULTS PROVIDES HOT AND COLD MEALS AT FOUR CONGREGATE SITES THROUGHOUT CLARK COUNTY, AND TO PEOPLE IN THEIR HOMES. 131,106 TOTAL MEALS WERE SERVED TO 2,310 OLDER ADULTS. 1203101 378645 MENTAL HEALTH ASSESSMENTS AND SERVICES FOR OLDER ADULTS PROVIDES ASSISTANCE IN PREVENTING DEPRESSION AND ISOLATION DUE TO ISSUES RELATED TO AGING. WE SERVED 665 OLDER ADULTS THROUGH SOCIAL RECREATION, GATEKEEPER, GUARDIANSHIP, OUTREACH, TELEPHONE REASSURANCE AND FRIENDLY VISITING. WE COLLABORATE WITH PROFESSIONALS FROM MENTAL HEALTH SERVICES OF CLARK CO. TO PROVIDE PSYCHIATRIC CARE COUNSELING, AND REFER CLIENTS TO OUR AGENCY FOR SUPERVISED RECREATION AND SOCIALIZATION. THIS TYPE OF PROGRAM HAS PROVEN TO BE A NON-THREATENING APPROACH TO GETTING OLDER ADULTS TO ACCESS MENTAL HEALTH SERVICES. 965607 32022 478148 IN-HOME SERVICES GIVE SUPPORT TO OLDER ADULTS SO THEY CAN LIVE INDEPENDENTLY IN OUR COMMUNITY. THESE SERVICES INCLUDE 110,192 MILES OF TRANSPORTATION, PROVIDING IN-HOME SERVICES TO 278 CLEINTS, EMERGENCY ASSISTANCE TO 312 CLIENTS, CARING SERVICES TO 643 CLIENTS, AS WELL AS CHORE, MEDICARE ASSISTANCE, AND HOME REPAIRS. 478565 87966 EDUCATION AND SOCIALIZATION PROGRAMS FOR OLDER ADULTS PROMOTE GENERAL WELL-BEING AND INDEPENDENT LIVING. OVER 100,500 CHECK INS AND CLIENTS PARTICIPATED IN OUR PROGRAMS, EVENTS, ACTIVITIES, CLASSES, TRIPS AND TOURS. THESE PROGRAMS ARE DESIGNED TO ENCOURAGE OLDER ADULTS TO LIVE ACTIVE, INVOLVED AND INDEPENDENT LIVES. JUST OVER 5,000 MEMBERS PARTICIPATED IN MORE THAN 50 WEEKLY PROGRAMS, SPECIAL EVENTS AND EDUCATIONS OPPORTUNITIES. WE COORDINATE AND MONITOR 375 VOLUNTEERS WHO PROVIDED MORE THAN 53,569 HOURS OF VOLUNTEER SERVICES TO AGENCIES AND NONPROFITS IN THE COUNTY. WE PUBLISHED 7 NEWSLETTERS IN ADDITION TO OUR E-NEWSLETTER AND SOCIAL MEDIA POSTS TO KEEP OUR CONSUMERS INFORMED ON EVENTS. 478565 87966 3880477 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 132 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEBORAH DEWITT CFO 9373234948 125 W MAIN STREET SPRINGFIELD OH 45502 JOY ROGERS PRESIDENT 1.00 X X 0 0 0 ARLIN PAR TOLLIVER VICE PRESIDENT 1.00 X 0 0 0 CHRIS WELLS TREASURER 1.00 X X 0 0 0 WENDY FORD SECRETARY 1.00 X X 0 0 0 MIKE TREMPE TRUSTEE 1.00 X X 0 0 0 DARRYL BAUER TRUSTEE 1.00 X 0 0 0 DAN O'KEEFE TRUSTEE 1.00 X 0 0 0 GEORGE DEGENHART TRUSTEE 1.00 X 0 0 0 CHARLES MORRIS TRUSTEE 1.00 X 0 0 0 BRAD BOYER TRUSTEE 1.00 X 0 0 0 CONNIE CRAIG TRUSTEE 1.00 X 0 0 0 MICHELE HEMPHILL TRUSTEE 1.00 X 0 0 0 SARAH LEMON TRUSTEE 1.00 X 0 0 0 JOTI CARSON TRUSTEE 1.00 X 0 0 0 MARK ELLIOTT TRUSTEE 1.00 X 0 0 0 MAUREEN FAGANS EXECUTIVE DIRECTOR/CEO 35.00 X 136128 0 15988 DEBORAH DEWITT DIRECTOR OF FINANCE/CFO 35.00 X 117920 0 15283 JOYCE WARE GRANT MANAGEMENT OFFICER 35.00 X 98271 0 25614 352319 0 56885 2 0 1 0 0 5544 70958 3467385 206924 3750811 FEES FROM GOVERNMENT AGENCIES 900099 1213690 1213690 TRANSPORTATION 485000 100692 100692 OTHER PROGRAM INCOME 900099 77602 77602 MEALS ON WHEELS 900099 77511 77511 TRIPS AND TOURS 900099 21054 21054 1490549 377914 377914 11719 0 11719 11719 11719 2192487 1750 2035707 0 156780 1750 158530 158530 883 0 883 883 32901 22083 10818 10818 5801224 1490549 0 559864 32022 32022 409204 290515 117106 1583 1927401 1400591 518787 8023 38692 23462 15151 79 319479 193728 125101 650 168427 102132 65952 343 4432 4432 22946 22946 416750 368634 48116 87841 56313 30447 1081 196478 34445 162022 11 176869 170289 6580 121649 1102 120547 337598 337598 19209 5374 13835 OPERATING EXPENSES 915897 815529 99744 624 MISCELLANEOUS/DUES 67566 46736 69 20761 CONSUMER SERVICES 2007 2007 5264467 3880477 1350835 33155 125749 118987 1083560 1054593 3000 1000 130424 117632 15830 10778 11663934 2619816 9255011 9044118 9484924 10581892 20098498 20929000 306992 374257 41295 54738 3296944 2844008 3645231 3273003 X 16425069 17621210 28198 34787 16453267 17655997 20098498 20929000 536757 665973 0 X X 0 1 X 1 1 1 X 427619 731498 276199 243292 283426 1962034 2287730 5617959 3376601 3401235 3467385 18150910 2715349 6349457 3652800 3644527 3750811 20112944 20112944 133427 128180 213366 248641 389633 1113247 23569 3743 3246 11701 42259 21268450 8527492 0.94570 0.95480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 372967 0 42967 16557 2647 396730 430534 7813 -48396 14590 2394 372967 323974 57520 64852 13440 2372 430534 301287 4669 32850 12871 1961 323974 259144 12428 43824 12304 1805 301287 1.00000 1 0 222829 222829 10248745 1722492 8526253 1192360 897324 295036 9044118 X 6644971 665973 177774 843747 5801224 0 5801224 5442241 177774 177774 5264467 0 5264467 PART V, LINE 4: THE INCOME USED IS SUBJECT TO RESOLUTION OF ELDERLY UNITED BOARD OF DIRECTORS TO FUND SERVICES OF ELDERLY UNITED. PART X, LINE 2: ELDERLY UNITED OF SPRINGFIELD AND CLARK COUNTY, OHIO, INC. IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE AGENCY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE AGENCY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THOSE PROVISIONS CLARIFY THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE AGENCY'S ANNUAL REPORTING RETURNS. THE AGENCY'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. 32901 20839 1244 0 32901 20839 1244 22083 10818 OH 1 0 0 0 1.00000 DEBBIE DEWITT CFO 125 W MAIN STREET SPRINGFIELD OH 45502 0 NA - VOLUNTEER IN ACCORDANCE WITH OHIO STATE LAW, ALL BINGO OPERATIONS ARE CONDUCTED BY VOLUNTEERS 0 1 HOME MAINTENANCE, MODIFICATION & REPAIR GRANT (HMMR) 8 13830 EMERGENCY ASSISTANCE 312 18192 PART I, LINE 2: HMMR GRANT: CONSUMER DEMOGRAPHIC AND INCOME INFORMATION IS OBTAINED AND THE CONSUMER IS REGISTERED IN THE OHIO DEPARTMENT OF AGING NETWORK VERIFYING ELIGIBILITY. THE GRANT IS RESTRICTED TO $1,600 PER YEAR PER HOUSEHOLD. THE CONSUMER IS RESPONSIBLE FOR ANY CO-PAY BASED ON MONTHLY INCOME AND GRANT LIMITATIONS. EMERGENCY ASSISTANCE: CONSUMER DEMOGRAPHIC AND INCOME INFORMATION IS OBTAINED. PROOF OF NEED AND RESIDENCY IS ASSESSED AND DOCUMENTED. THE AMOUNT IS RESTRICTED TO $175 PER YEAR PER CONSUMER UNLESS APPROVED BY THE EXECUTIVE DIRECTOR. PAYMENTS ARE MADE DIRECTLY TO THE PROGRAM/SERVICE AND PAID ON BEHALF OF THE ELIGIBLE CLIENT. 0 0 0 0 0 0 0 0 0 MAUREEN FAGANS EXECUTIVE DIRECTOR/CEO 136128 0 0 0 0 0 5568 0 10420 0 152116 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS AVAILABLE TO ANY PERSON 55 YEARS OF AGE OR OLDER AND IS REQUIRED TO PARTICIPATE IN ACTIVITIES OF THE CENTER OR FOR TRIPS AND TOURS. ALTHOUGH MEMBERSHIP IS NOT NECESSARY FOR IN-HOME SERVICES, CLIENTS ARE ENCOURAGED TO JOIN. A GOLDEN FUND HAS BEEN SET ASIDE TO PAY MEMBERSHIPS FOR THOSE WITH FINANCIAL HARDSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE FINANCE AND FACILITIES COMMITTEE AND TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FORMS ARE COMPLETED ANNUALLY AND THE EXECUTIVE DIRECTOR REVIEWS THE FORMS TO CONFIRM ALL ARE RECEIVED, AND REPORTS ANY CONFLICT DISCLOSURES NOTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY WAS SET BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS. THE AMOUNT WAS DETERMINED BY OBTAINING COMPARABLE SALARIES IN OUR GEOGRAPHICAL AREA MAKING ADJUSTMENTS AS TO THE BUDGET AND SIZE OF THE AGENCY. ANNUAL INCREASES FOR THE EXECUTIVE DIRECTOR ARE APPROVED BY THE FULL BOARD OF DIRECTORS. ALL OTHER KEY STAFF SALARIES WERE SET BY DOING A MARKET STUDY OF KEY POSITIONS BY JOB DESCRIPTION IN OUR GEOGRAPHICAL AREA. ANNUAL INCREASES FOR ALL STAFF ARE SET BY THE EXECUTIVE DIRECTOR WITHIN THE BUDGET PARAMETERS APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ACCOUNTING OFFICE. FORM 990, PART XII, LINE 2C: OVERSIGHT PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.