2025-10-28T14:53:21-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 521049443 SENIOR SERVICES OF ISLAND COUNTY SENI 3603211600 PO BOX 939 FREELAND WA 98249 CLAYTON N WILDEMAN EXECUTIVE DIRECTOR 3603211600 2025-10-22 1 1 KURT BENNION CPA P01469618 4252506100 2025-10-20 2024 2025-03-06 01:10:19Z ISLAND SENIOR RESOURCES CLAYTON N WILDEMAN PO BOX 939 FREELAND WA 98249 4768473 0 X WWW.SENIOR-RESOURCES.ORG X 1973 WA MEET THE CHALLENGES AND SHARE THE JOYS OF AGING HAND IN HAND WITH THOSE WE SERVE IN ISLAND COUNTY. 10 10 63 264 0 0 3635739 3401260 14600 16770 38263 50361 1778 198110 3690380 3666501 0 0 0 0 2565908 2504528 0 0 305074 1213248 1191916 3779156 3696444 -88776 -29943 2550863 2566239 290954 336273 2259909 2229966 X ISLAND SENIOR RESOURCES SEEKS TO SHARE THE JOYS AND HELP MEET THE CHALLENGES OF AGING IN OUR ISLAND COUNTY COMMUNITIES BY PROVIDING INTEGRATED PROGRAMS AND SERVICES. 0 0 1287770 0 0 SENIOR SERVICES OF ISLAND COUNTY DELIVERED 80,801 MEALS TO THE HOMES OF HUNGRY, ISOLATED SENIORS AND SERVED 15,276 MEALS EITHER FOR PICKUP OR TO EAT IN A COMMUNITY SETTING IN 2024. SSIC ALSO PROVIDED NUTRITIONAL SUPPORT WITH 4,592 LIQUID NUTRITIONAL SUPPLEMENTS AND 317 FARMER'S MARKET VOUCHERS. HOT MEALS AND FROZEN MEALS WERE DELIVERED TO PARTICIPANTS' HOMES THREE TIMES A WEEK BY VOLUNTEERS. WHEN MEALS WERE DELIVERED, VALUABLE WELLNESS CHECK-INS AND HUMAN CONNECTION OCCURRED AT THE CLIENT'S FRONT DOOR, CONTRIBUTING TO REDUCED ISOLATION AND IMPROVED WELL-BEING. THE GEOGRAPHICAL MEAL BREAKDOWN IN ISLAND COUNTY WAS 52% NORTH WHIDBEY, 33% SOUTH WHIDBEY AND 15% CAMANO. 1007454 0 0 AGING & DISABILITIES RESOURCES (ADR) AND CASE MANAGEMENT HELPED SENIORS, FAMILIES, AND CAREGIVERS IN ISLAND COUNTY ACCESS THE RESOURCES THAT SUPPORT THEIR HEALTH AND WELL-BEING INCLUDING MEDICARE ADVISING, SOCIAL SECURITY PROGRAMS, VETERAN ASSISTANCE, FINANCIAL PROGRAMS, ENERGY ASSISTANCE, MEDICAL TRANSPORTATION, ADULT DAY PROGRAMS, NUTRITIONAL SUPPORT, ASSISTED/SUPPORTED LIVING OPTIONS, RESPITE PROGRAMS, LONG-TERM CARE PLANNING AND CASE MANAGEMENT. OUR FAMILY CAREGIVER SUPPORT EFFORTS PROVIDED SUPPORT, EDUCATION, RESPITE AND RESOURCES FOR UNPAID CAREGIVERS IN ISLAND COUNTY. SERVICES WERE PROVIDED IN-PERSON, BY PHONE OR IN-HOME AS NEEDED. THE ADR STAFF CONNECTED CLIENTS TO RELEVANT PROGRAMS AT SSIC TO ENSURE THEIR FULL RANGE OF NEEDS WERE MET AND MONITORED. ONE CALL OPENS ALL SSIC PROGRAM DOORS. DURING 2024, SSIC RESPONDED TO 6,165 REQUESTS FOR RESOURCES AND SUPPORT. THE GEOGRAPHICAL SERVICE BREAKDOWN IN ISLAND COUNTY WAS 53% NORTH WHIDBEY, 41% SOUTH WHIDBEY AND 6% CAMANO. 201931 0 16770 MEDICAL TRANSPORTATION: MORE THAN 35 VOLUNTEERS WERE ACTIVE IN PROVIDING TRANSPORTATION FOR INDIVIDUALS TO MEDICAL APPOINTMENTS. MANY OF THE TRIPS INCLUDED TRIPS TO SEATTLE AREA WHERE VOLUNTEERS WAITED FOR THE CLIENTS FOR 4 TO 8 HOURS TO RETURN THEM HOME. THE RIDES ALSO PROVIDED VALUABLE HUMAN CONVERSATION AND CONNECTION TO CLIENTS. OTHER VOLUNTEERS PROVIDED ASSISTANCE WITH ESSENTIAL ERRANDS. OUR VOLUNTEERS MADE 1,370 TRIPS, DRIVING 105,140 MILES IN 2024, PRIMARILY TO DOCTOR AND HOSPITAL APPOINTMENTS. IN JANUARY 2024, WE BEGAN A PAID-RIDE SYSTEM WITH A SLIDING FEE SCALE TO INCREASE THE SUSTAINABILITY OF THIS IMPORTANT PROGRAM. 111787 0 0 WE IMPLEMENTED THE OUTREACH & COMMUNITY EDUCATION PROGRAM IN 2019 TO INCREASE AWARENESS IN THE COMMUNITY ABOUT NOT ONLY THE SERVICES WE PROVIDE, BUT ALSO A VARIETY OF HEALTH AND WELLNESS TOPICS. USING PRINT MEDIA, SOCIAL MEDIA, AND AN ELECTRONIC NEWSLETTER, WE MADE GREAT INROADS INTO EDUCATING, AND MEETING THE INCREASING NEEDS OF, THE DIVERSE COMMUNITIES WE SERVE. PRINT MEDIA REACHED APPROXIMATELY 7,000 HOUSEHOLDS PER MONTH. WE HAD OVER 97,400 VISITS TO OUR WEBSITE, WHICH CONTAINS VALUABLE RESOURCES. OUR SOCIAL MEDIA REACH WAS OVER 574,000 IN 2024. THE NEWSLETTER WAS OPENED MONTHLY BY 59% OF RECIPIENTS. 13795 0 0 ADULT DAY SERVICES PROVIDED SUPPORT GROUPS FOR INDIVIDUALS LIVING WITH ALZHEIMER'S, PARKINSON'S, OR OTHER DEBILITATING CONDITIONS, AS WELL AS FOR THEIR CAREGIVERS. THIS PROGRAM HAS BEEN EXTREMELY WELL-RECEIVED, AS THE ONLINE FORMAT MADE PARTICIPATION MORE ACCESSIBLE. IN 2024, SSIC FACILITATED 104 SUPPORT GROUPS, SERVING A TOTAL OF 1,384 ATTENDEES. 497668 0 0 ALL OTHER PROGRAMS 623250 0 0 3120405 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CLAYTON N WILDEMAN 3603211600 PO BOX 939 FREELAND WA 98249 MICHELE CATO EXECUTIVE DIRECTOR 60.00 X 120141 0 7124 LEIGH ANDERSON CONSULTING FINANCE DIRECTOR 24.00 X 0 0 0 JAN BAHNER PRESIDENT 3.00 X X 0 0 0 KATHRYN BEAUMONT VICE PRESIDENT (THROUGH FEB 2024) 3.00 X X 0 0 0 SARAH STITELER BOARD MEMBER & VICE PRESIDENT 1.00 X X 0 0 0 MELISSA OVERBURY-HOWLAND BOARD MEMBER & SECRETARY 1.00 X X 0 0 0 JASON PRYDE SECRETARY TREASURER (THROUGH JULY 2024) 4.00 X X 0 0 0 MARK HARRINGTON BOARD MEMBER & TREASURER 2.00 X X 0 0 0 CANDACE ALLEN BOARD MEMBER 1.00 X 0 0 0 JOHN C GEVAERT BOARD MEMBER 1.00 X 0 0 0 JULIE JACKSON BOARD MEMBER 2.00 X 0 0 0 JANIS MACHALA BOARD MEMBER 1.00 X 0 0 0 VICKI ROBIN BOARD MEMBER 1.00 X 0 0 0 CHRISTINE SCHACKER BOARD MEMBER (THROUGH JULY 2024) 1.00 X 0 0 0 CLAYTON N WILDEMAN BOARD MEMBER 2.00 X 0 0 0 120141 0 7124 1 0 0 0 ML ANDERSON CPA PLLC 4111 E MADISON STREET PO BOX 6 SEATTLE WA 98112 FINANCIAL CONSULTING 159104 1 1509000 1892260 772606 3401260 SERVICE FEES 624110 16770 16770 16770 38832 38832 342070 330541 11529 11529 11529 590 0 590 590 771431 771431 0 MISCELLANEOUS REVENUE 900099 197520 197520 197520 3666501 16770 0 248471 127265 110721 5090 11454 1896079 1657590 67456 171033 332071 294309 10449 27313 149113 132106 4718 12289 518 380 96 42 249081 182760 45992 20329 17570 12670 3398 1502 4761 4425 188 148 116517 54261 27432 34824 5129 2834 1466 829 142653 63470 73674 5509 109106 105236 2570 1300 3608 3480 85 43 68977 58978 9999 48116 34070 13754 292 SUPPLIES 384718 368964 2460 13294 MISCELLANEOUS 41162 34151 2138 4873 3696444 3120405 270965 305074 399984 555565 5910 203933 175215 19953 24491 15830 25323 2925815 1508533 1484669 1417282 402852 342070 23642 20383 2550863 2566239 265214 311690 1949 4112 23791 20471 290954 336273 X 2259909 2229966 2259909 2229966 2550863 2566239 -29943 0 X X 0 1 X 1 0 X 3037712 3923659 3570180 3635739 3401260 17568550 3037712 3923659 3570180 3635739 3401260 17568550 190835 17377715 14198 18629 14738 13527 38832 99924 3691 107 236 2002 198110 204146 17872620 3056795 0.97230 0.98340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE CHARITABLE GAMING REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 459335 459335 1869795 982246 887549 596685 526287 70398 1417282 RIGHT-OF-USE LEASE LIABILITIES 20471 20471 X 4441264 3332 771431 774763 3666501 0 3666501 4471207 3332 771431 774763 3696444 0 3696444 PART X, LINE 2: SENIOR SERVICES OF ISLAND COUNTY HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES AND ARE OPEN TO EXAMINATION FOR THE THREE PREVIOUS YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF DONATED INVENTORY SOLD AT THRIFT STORE 771,431. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF DONATED INVENTORY SOLD AT THRIFT STORE 771,431. X 30320 MARKET VALUE X 741584 MARKET VALUE X 1 702 MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE REGULARLY REPORTS TO THE BOARD REGARDING ITS DECISIONS AND SEEKS RATIFICATION WHEN NECESSARY. FORM 990, PART VI, SECTION A, LINE 3 DURING 2024, FINANCIAL MANAGEMENT SERVICES WERE PROVIDED BY ML ANDERSON, CPA, PLLC. LEIGH ANDERSON, CPA, MBA, WAS PAID $159,104 IN 2024 TO SERVE AS THE CONSULTING FINANCE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED IN MARCH 2024 TO (A) UPDATE THE ORGANIZATION'S OBJECTIVE TO MATCH ITS MISSION STATEMENT AND (B) ADD THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONSULTING FINANCE DIRECTOR, THEN A PUBLIC INSPECTION COPY OF THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, BOARD MEMBERS, COMMITTEE MEMBERS AND KEY EMPLOYEES. ALL COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE BOARD'S SECRETARY MONITORS THE DISCLOSURE STATEMENTS AND TRANSACTIONS TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. BEFORE A COMMITTEE OR THE BOARD CONSIDERS A TRANSACTION INVOLVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. ONCE SUCH DISCLOSURE HAS OCCURRED, THE CONFLICTED INDIVIDUAL LEAVES THE MEETING FOR ALL DISCUSSIONS AND VOTES RELATED TO THE TRANSACTION. IF IT'S UNCLEAR WHETHER A CONFLICT EXISTS, THE REMAINING BOARD/COMMITTEE MEMBERS DETERMINE WHETHER A CONFLICT EXISTS. WHEN APPROPRIATE, ALTERNATIVES ARE INVESTIGATED THAT WOULD NOT INVOLVE A CONFLICT OF INTEREST. IF THE BOARD/COMMITTEE DETERMINES THAT A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY POSSIBLE, THE BOARD/COMMITTEE DETERMINES BY MAJORITY VOTE WHETHER TO ENTER THE TRANSACTION. IF THE BOARD OR A COMMITTEE BELIEVES A PERSON HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THE PERSON IS INFORMED AND GIVEN THE OPPORTUNITY TO RESPOND. IF THE BOARD/COMMITTEE THEN DETERMINES THAT A FAILURE TO DISCLOSE OCCURRED, IT TAKES APPROPRIATELY DISCIPLINARY AND/OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY THE AD HOC HUMAN RESOURCES COMMITTEE AND THE BOARD. IN 2023, REGIONAL COMPARABILITY DATA WAS USED AND THE DECISION WAS DOCUMENTED IN THE BOARD MEETING'S MINUTES. 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. FORM 990, PART XII, LINE 2C: THE RESPONSIBILITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR.