2024-01-18T13:43:22-06:00 2023-06-30 161117932 BUFFAMANTE WHIPPLE BUTTAFARO PC 201 WEST THIRD STREET SUITE 300 JAMESTOWN NY 14701 990 2022-07-01 251195283 EXPERIENCE INCORPORATED OF WARREN PA EXPE 8147261700 PO BOX 886 WARREN PA 16365 DANELL SOWERS EXECUTIVE DIRECTOR 8147261700 2024-01-18 1 DANELL SOWERS 999009999 0 JAMES C ALEXANDER CPA P01384001 7163721620 2024-01-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANELL SOWERS 2888162 0 X WWW.EXPERIENCEINC.ORG X 1968 PA PROVIDE SERVICES TO SENIOR CITIZENS 11 11 30 75 0 0 1975598 2392392 123155 79343 404 6623 33475 400313 2132632 2878671 0 0 0 0 1029810 1111171 0 0 0 940237 1206019 1970047 2317190 162585 561481 2173442 2745137 171083 181297 2002359 2563840 X THE PURPOSE AND MISSION OF EXPERIENCE, INC. IS TO PROVIDE, OR ARRANGE FOR, A COMPREHENSIVE ARRAY OF SERVICES INTENDED TO OFFSET THE GRADUAL LOSS OF FUNCTIONAL ABILITIES TYPICALLY EXPERIENCED BY THE ELDERLY, WITH A CORRESPONDING CONTINUUM OF CARE TO (CONTINUES ON SCHEDULE O) ENABLE ELDERLY PERSONS TO MAINTAIN ADEQUATE FUNCTIONING, AND PERMIT AS INDEPENDENT A LIFESTYLE AS POSSIBLE, PREFERABLY WITHIN THE PERSON'S OWN HOME. WE CONSIDER OUR CONSUMERS TO BE A MOST PRECIOUS AND DESERVING GROUP, AND BELIEVE IT IS AN HONOR TO ASSIST THEM AT THIS AGE. AS THEY FINISH THEIR JOURNEY THROUGH LIFE, WE HOPE TO BE AN ALLY, AN ADVOCATE, AN OMBUDSMAN, A PROTECTOR AND, PERHAPS MOST IMPORTANTLY, A FRIEND. 0 0 441291 CARE MANAGEMENT - CARE MANAGEMENT ACTIVITES OF AREA AGENCIES ON AGING SERVE AS A COORDINATIVE LINK BETWEEN THE IDENTIFICATION OF CONSUMER NEEDS AND THE TIMELY PROVISION OF APPROPRIATE SERVICES TO MEET THOSE NEEDS BY UTLIZING ALL AVAILABLE RESOURCES. ACTIVITIES INCLUDE, AT A MINIMUM, A COMPREHENSIVE NEEDS ASSESMENT OF THE CONSUMER; DEVELOPMENT OF A WRITTEN SERVICE PLAN; ARRANGEMENT, COORDINATION AND FOLLOW-UP OF SERVICE DELIVERY; AND ONGOING CASE RECORDING. DURING THE 2023 FISCAL YEAR, EXPERIENCE SERVICED APPROXIMATELY 280 CONSUMERS IN THE CARE MANAGEMENT PROGRAM. 200654 20995 CONGREGATE MEALS - CONGREGATE MEALS ARE MEALS PROVIDED TO ELIGIBLE OLDER PERSONS IN A GROUP SETTING EITHER IN SENIOR CENTERS OR ADULT CARE CENTERS. HOT OR OTHER APPROPRIATE MEALS WHICH MEET AT LEAST ONE-THIRD OF THE RECOMMENDED NUTRITIONAL NEEDS OF OLDER PERSONS ARE AVAILABLE IN THE AREA SERVED BY THE AREA AGENCY ON AGING AT LEAST ONCE A DAY, FIVE OR MORE DAYS A WEEK. DURING THE 2023 FISCAL YEAR, EXPERIENCE SERVICED APPROXIMATELY 180 CONSUMERS IN THE CONGREGATE MEALS PROGRAM. 351392 HOME DELIVERED MEALS - THE HOME DELIVERED MEAL PROGRAM PROVIDES MEALS DELIVERED TO OLDER PENNSYLVANIANS WHO ARE UNABLE TO PREPARE THEIR OWN FOOD AND WHO CANNOT RELY ON FAMILY MEMBERS OR OTHER SUPPORTS TO SEE TO THEIR NUTRITIONAL NEEDS. AS PART OF THE HOME DELIVERED MEAL PROGRAM, AREA AGENCIES ON AGING PROVIDE APPROPRIATE INFORMATION ON NUTRITION AND GOOD EATING HABITS TO THE CONSUMER. DURING THE 2023 FISCAL YEAR, EXPERIENCE SERVICED APPROXIMATELY 300 CONSUMERS IN THE HOME DELIVERED MEALS PROGRAM. 1105820 58348 ALL OTHER PROGRAM SERVICES CONSISTS PRIMARILY OF PROTECTIVE SERVICES, PERSONAL CARE SERVICES, ASSESSMENTS, INFORMATION AND REFERRAL SERVICES, TRANSPORTATION SERVICES, OMBUDSMAN AND OTHER SERVICES PROVIDED BY THE AGENCY. 1105820 58348 2099157 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X CARRIE LUDWICK 8147261700 905 FOURTH AVENUE WARREN PA 16365 ALAN CONN DIRECTOR 1.00 X 0 0 0 TRICIA DURBIN DIRECTOR 1.00 X 0 0 0 BARB HILL DIRECTOR 1.00 X 0 0 0 DR RON SIMONSEN DIRECTOR 1.00 X 0 0 0 JUDI WILSON DIRECTOR 1.00 X 0 0 0 NORM WIMER DIRECTOR 1.00 X 0 0 0 KERSTIN WYMER DIRECTOR 1.00 X 0 0 0 DONALD REED PRESIDENT 2.00 X X 0 0 0 JIM CHERONIS VICE PRESIDENT 2.00 X X 0 0 0 ROBERT HANSEN TREASURER 2.00 X X 0 0 0 WILLIAM MANNING SECRETARY 2.00 X X 0 0 0 DANELL SOWERS EXECUTIVE DIRECTOR 35.00 X 67572 0 4952 CARRIE LUDWICK FISCAL DIRECTOR 35.00 X 49752 0 26960 117324 0 31912 0 0 0 0 MOM'S MEALS NOURISHCARE 3210 SE CORPORATE WOODS DR ANKENY IA 50021 HOME DELIVERED MEALS 270970 1 X 2392392 2392392 PROGRAM INCOME 624100 79343 79343 79343 6623 6623 28712 9491 19221 19221 TRANSFER FROM ALLEGHEN 345167 345167 MISCELLANEOUS 900099 35925 35925 381092 2878671 460435 0 25844 149236 75874 73362 716651 706348 10303 181485 170652 10833 63799 57419 6380 102277 100936 1341 15801 15473 328 58709 58709 CONTRACTUAL 732183 698827 33356 SUPPLIES/EQUIPMENT 213304 202248 11056 TELEPHONE 57626 53038 4588 OTHER COSTS 26119 18342 7777 2317190 2099157 218033 0 1278622 1532023 43195 130621 57473 39779 24227 16079 1716073 959006 769925 757067 269568 2173442 2745137 171083 181022 275 171083 181297 X 2002359 2563840 2002359 2563840 2173442 2745137 561481 0 X 0 1 X 1 0 X 1834329 1877421 1920569 1975598 2392392 10000309 1834329 1877421 1920569 1975598 2392392 10000309 10000309 1410 1512 677 404 6623 10626 46136 19724 30093 39371 64637 199961 10210896 1584423 0.97940 0.98150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME RECEIVED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1453254 773548 679706 49779 49779 0 213040 135679 77361 757067 X 2888162 9491 9491 2878671 0 2878671 2326681 9491 9491 2317190 0 2317190 PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM PENNSYLVANIA INCOME TAXES. THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL OR PENNSYLVANIA INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN AGENCY OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). INCOME TAX RETURNS THAT REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES INCLUDE THE YEARS ENDED JUNE 30, 2020 AND LATER. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND GAMING DIRECT EXPENSES 9,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND GAMING DIRECT EXPENSES 9,491. GOLF SCRAMBLE 23379 23379 9323 23379 23379 9323 9323 14056 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO FORMAL POLICY OF DOCUMENTING THE MINUTES FROM MEETINGS FOR ALL COMMITTEES, HOWEVER, THE DISCUSSIONS FROM THOSE COMMITTEE MEETINGS ARE INCORPORATED INTO THE BOARD MEETING MINUTES OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD FOR ITS REVIEW PRIOR TO ITS FILING WITH THE IRS. ANY NECESSARY REVISIONS HAVE BEEN MADE RESULTING FROM THIS REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT REVIEW THE CONFLICT OF INTEREST POLICY STATEMENTS AND DETERMINE WHETHER ANY SUCH INTEREST GIVES RISE TO A CONFLICT OF INTEREST. ANY MEMBER OF THE BOARD OF DIRECTORS WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN ANY ISSUE WHICH PRESENTS AN ACTUAL OR POTENTIAL PROFESSIONAL, FINANCIAL, PERSONAL OR OTHER CONFLICT OF INTEREST WITH EXPERIENCE, INC., SHALL DISCLOSE THE CONFLICT AT EACH BOARD MEETING CONCERNING THE SUBJECT. THIS DECLARATION WILL BE RECORDED AS PART OF THE MINUTES AND THE PARTICULAR DIRECTOR WILL REFRAIN FROM ANY DISCUSSIONS, COMMENTS, OR VOTING ON MATTERS PERTAINING TO THE ISSUE IN QUESTION. ANY ACTUAL OR POTENTIAL CONFLICT WITH THE INTERESTS OF EXPERIENCE, INC., OF A CONTINUING NATURE, MUST BE DISCLOSED BY THE MEMBER AS OF MAY 1ST OF EACH YEAR TO THE FULL BOARD OF DIRECTORS AND AT THE BEGINNING OF ANY SUBSEQUENT TERM OF MEMBERSHIP. FORM 990, PART VI, SECTION C, LINE 19 EXPERIENCE, INC. MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII, LINE 11A EXPERIENCE INC. RECEIVED A TRANSFER IN THE AMOUNT OF $345,167 FROM THE ALLEGHENY COMMUNITY CENTER (ACC), A SEPARATE 501(C)(3) ORGANIZATION, AS A RESULT OF THE ACC'S PLAN OF DISSOLUTION AND LIQUIDATION.