2024-05-13T15:03:17-05:00 2023-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2022-07-01 351330782 SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC DBA SWIRCA & MORE SOUT 8124647800 PO BOX 3938 EVANSVILLE IN 477373938 KEITH PATTERSON FINANCE DIRECTOR 8124647800 2024-05-13 1 KEITH PATTERSON 999009999 0 SHAWN D DREIMAN CPA P00380913 3178413393 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RHONDA ZUBER PO BOX 3938 EVANSVILLE IN 477373938 7823675 0 X WWW.SWIRCA.ORG X 1974 IN THE SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING (SWIRCA & MORE) IS A NOT FOR PROFIT ORGANIZATION WHOSE MISSION IS ENHANCING OPPORTUNITIES FOR INDEPENDENT LIVING. SWIRCA & MORE ASSISTS OLDER ADULTS AND INDIVIDUALS WHO ARE DISABLED OF ALL AGES THROUGHOUT A SIX COUNTY AREA INCLUDING GIBSON, PERRY, POSEY, SPENCER, VANDERBURGH, AND WARRICK. SWIRCA & MORE HAS DEVELOPED A COMPREHENSIVE ARRAY OF SERVICES INTENDED TO PREVENT INSTITUTIONALIZATION AND FOSTER A SAFE HOME ENVIRONMENT FOR EACH CLIENT WE SERVE. 26 26 136 378 0 0 4738513 5019904 2235994 2466809 -127910 117802 105256 113677 6951853 7718192 0 0 0 0 3811547 4005784 0 0 150071 2628402 2727240 6439949 6733024 511904 985168 4727589 6077752 869530 1234525 3858059 4843227 X SWIRCA IS A PUBLIC SERVICE ORGANIZATION THAT FOCUSES ITS EFFORTS ON EMPOWERING SENIORS AND PEOPLE WITH DISABILITIES TO REMAIN LIVING SAFELY IN THEIR OWN HOMES BY PROVIDING INFORMATION AND SUPPORTIVE SERVICES. 0 0 4619206 1827757 CASE MANAGEMENT-SWIRCA & MORE CARE MANAGERS PROVIDED SOME SORT OF ASSISTANCE TO 3,967 UNDUPLICATED CLIENTS BETWEEN 07/01/2022 THROUGH 06/30/2023. THE TYPES OF ASSISTANCE PROVIDED BY A CARE MANAGER MAY INCLUDE ELIGIBILITY DETERMINATIONS FOR NURSING HOME PLACEMENT, ELIGIBILITY DETERMINATIONS FOR HOME AND COMMUNITY BASED SERVICES, GENERAL ADVOCACY, RESOURCE LINKAGE, AND/OR ON-GOING MONITORING OF CLIENTS RECEIVING FUNDING FOR IN-HOME SERVICES THROUGH ANY OF SWIRCA'S FUNDING SOURCES. ON THE LATTER POINT REGARDING INDIVIDUALS WHO RECEIVED IN-HOME SERVICES, OF THE 3,967 INDIVIDUALS WHO RECEIVED ASSISTANCE FROM A CARE MANAGER, 2,504 INDIVIDUALS RECEIVED DIRECT IN-HOME ASSISTANCE FROM AT LEAST ONE OF SWIRCA'S FIVE FUNDING SOURCES (AD WAIVER, CHOICE, SSBG, TITLE III-E, OR TITLE III). THE TYPES OF IN-HOME SERVICES PROVIDED THROUGH THESE PAYERS INCLUDE, BUT ARE NOT LIMITED TO, CASE MANAGEMENT, ATTENDANT CARE, HOMEMAKER ASSISTANCE, ADULT DAY SERVICES, ASSISTED LIVING, HOME HEALTH SERVICES, DURABLE MEDICAL EQUIPMENT OR SUPPLIES, HANDYMAN, HOME DELIVERED MEALS, OR RESPITE SERVICES. 1296233 512902 NUTRITION-THE SWIRCA & MORE NUTRITION PROGRAMS PROVIDED DAILY HOME DELIVERED MEALS THROUGHOUT SOUTHERN INDIANA COUNTRIES BY WAY OF MEAL ROUTES. THE MEAL RECIPIENTS INCLUDE CLIENTS WHO ARE HOMEBOUND AND UNABLE TO PREPARE A HOT NUTRITIOUS LUNCH AS WELL AS CARE GIVERS OF ELDERLY FAMILY MEMBERS WHO ARE UNABLE TO TRAVEL TO A SWIRCA & MORE CONGREGATE MEAL SITE SUPPORTING OUR COMMUNITY MEMBERS BY PROVIDING DAILY WELL-BALANCED MEALS FOR THOSE IN NEED. 318814 126150 WELLNESS AND COMMUNITY PROGRAMS- SWIRCA & MORE HEALTHY AGING/WELLNESS PROGRAM SERVES AN AVERAGE OF 2200 PEOPLE PER MONTH (DUPLICATED). WITH AN AVERAGE OF 151.21 PER DAY (DUPLICATED) VISITING THE ACTIVITY CENTER. THERE ARE A VARIETY OF PROGRAMS OFFERED WHICH INCLUDE THE FOLLOWING: YOGA, CHAIR YOGA, TAI CHI, ARTHRITIS EXERCISE CLASS, STRETCH AND TONE, LINE DANCING, DRUMS ALIVE, EDUCATIONAL HEALTH CLASSES (WITH VOLUNTEERS FROM IU, UE AND USI INCLUDING STUDENT NURSES, PHYSICAL THERAPIST, OCCUPATIONAL THERAPISTS AND MEDICAL STUDENTS), EXERCISE ROOM, COMMUNITY HEALTHY AGING PROGRAMS AND SPEAKERS, SOCIAL ACTVITIES (SPECIAL EVENTS/PARTIES AND OUTINGS), BINGO, PAINTING AND CRAFT CLASSES, MOVIE DAYS, VOLUNTEER ACTIVITIES, BOOK CLUB AND MUSIC PROGRAMS. 6234253 1 1 0 0 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 28 0 1 136 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 1 1 IN X X KEITH PATTERSON 8124927422 16 W VIRGINIA STREET EVANSVILLE IN 477101742 AMBER FERRARI PAST CHAIR 1.00 X X 0 0 0 RANDALL K CRAIG DIRECTOR 1.00 X 0 0 0 LINDA KINCHELOE DIRECTOR 1.00 X 0 0 0 SANDY LASHER DIRECTOR 1.00 X 0 0 0 LINNZI BAUMANN DIRECTOR 1.00 X 0 0 0 CINDY LEDBETTER DIRECTOR 1.00 X 0 0 0 DILLON MULHERIN TREASURER 1.00 X X 0 0 0 KELSEY SELLERS VICE CHAIR 1.00 X X 0 0 0 VICKI J SIMMONS SECRETARY 1.00 X X 0 0 0 JULIE VANDEVEER DIRECTOR 1.00 X 0 0 0 SHELBY BASS DIRECTOR 1.00 X 0 0 0 DAVID PERIGO DIRECTOR 1.00 X 0 0 0 ASHLEY HOLLEN DIRECTOR 1.00 X 0 0 0 NATALIE BUELTEL CHAIR 1.00 X X 0 0 0 JULIE COLLINS DIRECTOR 1.00 X 0 0 0 WENDY CHINN DIRECTOR 1.00 X 0 0 0 JILL DEUTSCH DIRECTOR 1.00 X 0 0 0 LISA MELLIFF DIRECTOR 1.00 X 0 0 0 BRAD ELPERS DIRECTOR 1.00 X 0 0 0 DEVAN SANDERS LOGEMAN DIRECTOR 1.00 X 0 0 0 JONATHAN ESTES DIRECTOR 1.00 X 0 0 0 APRIL GOEBEL DIRECTOR 1.00 X 0 0 0 CAROL HAHN DIRECTOR 1.00 X 0 0 0 BASHAR HAMAMI DIRECTOR 1.00 X 0 0 0 GREG RICHMOND DIRECTOR 1.00 X 0 0 0 DANNY SCHEMBRE DIRECTOR 1.00 X 0 0 0 RHONDA ZUBER PRESIDENT 38.00 X 103019 0 0 KEITH PATTERSON VP FINANCE 38.00 X 79038 0 744 MONICA SPENCER DEVELOPMENT DIR 38.00 X 45337 0 10044 MICHAEL HALLING VP OPERATIONS 38.00 X 83486 0 1461 KARYN GIPSON NUTRITION DIR. 38.00 X 63952 0 6861 DELANIE HAIRLSON EMPLOYEE RELATIONS DIR 38.00 X 35909 0 731 TIM CLARK RESOURCE LINKAGE DIR 38.00 X 60560 0 3084 KRISTIN HOOD HEALTHY AGING DIR 38.00 X 50594 0 2586 521895 0 25511 1 0 0 0 CRS ONESOURCE PO BOX 1984 OWENSBORO KY 42302 FOOD/NUTRITION SUPPLY 311070 HELP AT HOME 3347 N GREEN IVER RD EVANSVILLE IN 47715 IN-HOME SERVICE 175442 TROYER FOODS INC PO BOX 608 GOSHEN IN 465270608 RAW FOOD 166410 VISA PO BOX 6818 CAROL STREAM IL 601976818 SUPPLIES 162901 LIEBERMAN TECHNOLOGIES 223 NW 2ND ST SUITE 300 EVANSVILLE IN 47708 COMPUTER RELATED CONSULTING SERVICES 159635 6 63886 4371298 584720 2582 5019904 MEDICAID REVENUE 624210 2228508 2228508 PROGRAM REVENUE 624210 238301 238301 2466809 117802 117802 96948 63886 51527 45421 45421 98004 53956 44048 44048 OTHER REVENUE 900099 24208 24208 24208 7718192 2466809 0 231479 547406 514895 14190 18321 3458378 3252982 89648 115748 105604 69787 33221 2596 59516 45047 11541 2928 364875 276511 81982 6382 96682 91359 5284 39 PROVIDER SERVICES 1027647 1027647 SUPPLIES 564769 542841 13839 8089 OTHER 559717 346990 165732 46995 EQUIPMENT EXPENSES 61645 58375 3270 -113215 7819 -70007 -51027 6733024 6234253 348700 150071 1288593 2065711 738998 885530 260376 248203 151471 109412 3142017 1795247 1358631 1346770 929520 1062310 0 359816 4727589 6077752 402808 526359 5576 5576 461146 368234 0 334356 869530 1234525 X 3730808 4288428 127251 554799 3858059 4843227 4727589 6077752 985168 0 X 0 1 X 1 1 1 X 4217804 4419900 4116994 4738513 5019904 22513115 4217804 4419900 4116994 4738513 5019904 22513115 22513115 10626 27471 115778 -127910 117802 143767 11786 886 12672 187008 19168 473475 93209 24208 797068 23466622 10650023 0.95940 0.95930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106348 106348 2178954 1102854 1076100 856715 692393 164322 1346770 RIGHT-OF-USE OPERATING LEASE 34356 PROMISES TO GIVE 325460 359816 RIGHT-OF-USE OPERATING LEASE 34356 REFUNDABLE ADVANCE 300000 334356 X 7900966 77291 105483 182774 7718192 0 7718192 6915798 77291 105483 182774 6733024 0 6733024 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT SWIRCA IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAX UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SWIRCA HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AND HAS BEEN DESIGNATD AS A "PUBLICLY-SUPPORTED ORGANIZATION. MANAGEMENT EVALUATED SWIRCA'S UNCERTAIN TAX POSTITIONS AND CONCLUDED THAT THE CORPORATIOON HAD TAKEN NO UNCERTAIN TAX POSTIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. SWIRCA IS SUBJECT TO INCOME TAX EXAMINATION FOR ITS U.S. FEDERAL INCOME TAXES AND STATE JURISDICTAIONS. THE STATUTE OF LIMITATIONS FOR ASSESSMENT OF FEDERAL AND STATE INCOME TAXES EXPIRED WITH RESPECT TO TAX RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES REDUCED BY FUNDRAISING 105,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REDUCED BY FUNDRAISING 105,483. FALL FESTIVAL 65790 4000 61790 10559 7256 BREWFEST 95044 59886 35158 3550 30162 160834 63886 96948 14109 37418 51527 45421 98004 40459 13497 0 98004 40459 13497 53956 44048 1 0 0 0 1.00000 KEITH PATTERSON 16 W VIRGINIA STREET EVANSVILLE IN 477101742 0 KEITH PATTERSON 16 W VIRGINIA STREET EVANSVILLE IN 477101742 0 FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - ALL DECISIONS WERE BROUGHT TO THE BOARD FOR APPROVAL. COMMITTEES ONLY PROVIDE RECOMMENDATIONS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING, INC'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS CHAIRMAN, THE CHIEF EXECUTIVE OFFICER, AND APPROPRIATE OTHER REPRESENTATIVES FROM THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE PRIOR TO FINALIZING THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INC. DISTRIBUTES A QUESTIONNAIRE ABOUT CONFLICT OF INTEREST TO BE COMPLETED AND RETURNED BY STAFF, OFFICERS, AND MEMBERS OF THE BOARD OF DIRECTORS. THE POLICY INCLUDES STATEMENTS REGARDING RELATED TRANSACTIONS, OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND OTHER ITEMS THAT MAY CREATE AN APPEARANCE OF A POTENTIAL INDEPENDENCE ISSUE, THE IDENTIFICATION, EVALUATING AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED AND AGREED UPON WITH THE APPROPRIATE LEVEL OF MANAGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS IN MEETINGS AND ANNUAL REVIEWS. FORM 990, PART VI, SECTION B, LINE 15 SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING, INC'S BOARD OF DIRECTORS DETERMINE AND SETS ALL STAFFING COMPENSATION RATES, WHICH ARE BASED ON PERIODIC THOROUGH REVIEWS OF ALL RELATED ISSUES, SALARY SURVEYS, CONSULTATION WITH INDEPENDENT PERSONS, REVIEWS OF COMPARABLE DATA AND DELIBERATION. FORM 990, PART VI, SECTION C, LINE 19 SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING, INC. MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR CHIEF EXECUTIVE OFFICER AND RECEIVED AT OUR CORPORATE ADDRESS.