2014-01-31T16:31:19-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990 2012-07-01 237085316 AGING SERVICES INC AGIN 3193983644 317 7TH AVE SE NO 302B CEDAR RAPIDS IA 52401 KATHLEEN HORAN 3193983644 2014-01-29 1 DAVID LITTLE P01480921 3193632697 2012 2015-11-30 17:44:51Z KATHLEEN HORAN 317 7TH AVE SE NO 302B CEDAR RAPIDS IA 52401 3962168 0 X WWW.AGINGSERVICESIA.ORG X 1970 IA ENHANCE THE LIVES OF OLDER ADULTS BY PROVIDING SERVICES & RESOURCES TO ASSIST THEM IN REMAINING INDEPENDENT. 17 17 48 1513 0 0 1019082 1611912 2224574 2303149 -21517 10929 21117 29115 3243256 3955105 0 0 0 0 1732545 1912310 0 0 0 1016545 1169998 2749090 3082308 494166 872797 4772100 5550482 665704 571289 4106396 4979193 X TO ENHANCE THE LIVES OF OLDER ADULTS BY PROVIDING SERVICES AND RESOURCES TO ASSIST THEM IN REMAINING INDEPENDENT. 1 0 1604776 1520833 MILESTONES ADULT DAY HEALTH CENTERS (CEDAR RAPIDS AND MARION) PROVIDE ADULT DAY SERVICES TO HEALTH-CHALLENGED INDIVIDUALS WHO MAY REQUIRE SUPPORT, SUPERVISION, AND STRUCTURE TO REMAIN AS INDEPENDENT AS POSSIBLE. THESE PROGRAMS SERVED 530 PEOPLE DURING FY13, WITH APPROXIMATELY 91% CONSIDERED LOW INCOME. THE MILESTONES PROGRAMS ARE THE ONLY ADULT DAY HEALTH CENTERS IN OUR COMMUNITY. THEY PROVIDE A SERVICE THAT MEETS AN OTHERWISE UNMET NEED. WITHOUT THESE PROGRAMS, INDIVIDUALS WOULD BE FORCED TO MOVE TO NURSING HOMES OR OTHER CARE FACILITIES AT A MUCH HIGHER COST. SINCE MOST OF THE INDIVIDUALS RECEIVING SERVICES ARE CONSIDERED LOW INCOME, THE ADULT DAY HEALTH CENTERS REDUCE THE GOVERNMENT'S FINANCIAL BURDEN. 785104 723047 THE CASE MANAGEMENT PROGRAM OFFERS ASSISTANCE TO OLDER ADULTS IN MEETING HEALTH, SOCIAL, RECREATIONAL, HOUSING, OR PERSONAL NEEDS. DURING FY13, THE CASE MANAGEMENT PROGRAM SERVED 2368 SENIORS, ALLOWING THEM TO REMAIN IN THE COMMUNITY AND AVOID A HIGHER LEVEL OF CARE. MORE THAN 94% OF THOSE RECEIVING SERVICES ARE CONSIDERED LOW INCOME. 278783 25386 WITWER HEALTHY AGING PROGRAMS: THE HEALTHY AGING PROGRAM MODEL IS DESIGNED TO ASSIST IN MAINTAINING OPTIMAL, PHYSICAL, MENTAL, AND SOCIAL WELL-BEING AND FUNCTION IN OLDER ADULTS. WITWER COORDINATED APPROXIMATELY 2,800 "AGING IN PLACE" ACTIVITIES AND PROGRAMS THROUGHOUT ELEVEN LINN COUNTY SITES AND RESIDENTIAL LIVING AREAS FOR 1,070 ACTIVE OLDER ADULTS. PROGRAM DESIGN SUPPORTS PROMOTING HEALTHY AGING THROUGH EDUCATION AND BEHAVIOR MODIFICATION AT THE INDIVIDUAL LEVEL, AS WELL AS SUPPORTIVE ENVIRONMENTS AT THE COMMUNITY LEVEL. EVIDENCE BASED HEALTH INTERVENTIONS ARE A MAJOR COMPONENT OF THE STRATEGY TO DECREASE HEALTH RISKS AND REDUCE SOCIAL ISOLATION. RESEARCH HAS DEMONSTRATED COMMUNITY BASED SERVICES ASSIST OLDER ADULTS TO REMAIN ACTIVE AND HEALTHY THROUGHOUT THE AGING PROCESS DECREASING COSTS OF LONG TERM CARE. OVER 74% OF THE INDIVIDUALS ARE CONSIDERED "LOW INCOME". 130237 0 OTHER PROGRAMS 125798 33883 THE CHORE PROGRAM PROVIDES SMALL HOME REPAIRS ON A SLIDING FEE SCALE TO LOW INCOME SENIORS AND IMPROVES SAFETY BY COMPLETING HOME ADAPTATIONS SUCH AS GRAB BARS, WHEELCHAIR RAMPS AND HANDRAILS. THIS PROGRAM ALSO PROVIDES LAWN MOWING AND SNOW REMOVAL TO LOW INCOME OLDER ADULTS ON A SLIDING FEE SCALE WHICH KEEPS PROPERTY OWNERS IN COMPLIANCE WITH CITY REGULATIONS. COST SAVINGS TO TAXPAYERS (MONTHLY COST FOR IOWANS RECEIVING HOME AND COMMUNITY BASED SERVICES UNDER THE ELDERLY WAIVER IS JUST UNDER $700 COMPARED TO ABOUT $3,800 IN A NURSING FACILITY). THERE IS NO OTHER CHORE PROGRAM IN LINN COUNTY THAT SERVES LOW INCOME OLDER ADULTS ON A SLIDING FEE SCALE. THIS PROGRAM SERVED 196 CLIENTS DURING FY13. 256035 33883 2924698 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 18 0 48 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X ABBE INC 3193983617 1860 COUNTY HOME RD MARION IA 52302 CARMEN KINRADE 0.50 X 0 0 0 MARY TARBOX 0.50 X 0 0 0 DOUG LAIRD 0.50 X 0 0 0 RANDY PETSCHE 0.50 X 0 0 0 DAN DREY 0.50 X 0 0 0 LORI RATHJE 0.50 X 0 0 0 LANISHA CASSELL 0.50 X 0 0 0 JOHN BRYANT 0.50 X 0 0 0 BILL JURGENSEN 0.50 X 0 0 0 SVEN LARSON 0.50 X 0 0 0 CHUCK GARDNER 0.50 X 0 0 0 PHILIP WASTA 0.50 X 0 0 0 EMILY REDDISH 0.50 X 0 0 0 CINDY HANAWALT 0.50 X 0 0 0 KEITH SUTHERLAND 0.50 X 0 0 0 CANDY NANKE 0.50 X 0 0 0 BRENDA HOGAN 0.50 X 0 0 0 SARA FITZGERALD 0.50 X X 0 0 0 ROBERT MCMAHAN 0.50 X X 0 0 0 MIKE WAPP 0.50 X X 0 0 0 JIM SPENCER 0.50 X X 0 0 0 KATHLEEN HORAN 40.00 X 74278 0 7095 74278 0 7095 0 0 0 0 0 615106 691890 275653 29263 334827 1611912 CLIENT FEES 624100 1245117 1245117 MEDICAID 624100 1058032 1058032 2303149 11151 11151 256 478 -222 -222 -222 31812 6585 25227 25227 MISCELLANEOUS INCOME 900099 3888 3888 3888 3955105 2303149 0 40044 79458 79458 1389581 1389581 57021 57021 271657 271657 114593 114593 6251 6251 160724 22724 138000 7220 7220 198819 198819 25430 25430 144131 144131 102166 102166 19339 19339 282175 282175 25866 25866 REPAIRS 79736 79736 DUES & SUBSCRIPTIONS 3793 3793 STAFF DEVELOPMENT 2945 2945 MEALS 1094 1094 110309 110038 271 3082308 2924698 157610 0 1400 1700 478803 666107 556948 621357 322581 392863 32849 35060 4471884 1674216 2713141 2797668 0 75390 17904 16506 648474 943831 4772100 5550482 234375 163746 20000 20000 411329 387543 665704 571289 X 3441579 4213419 664817 748185 17589 4106396 4979193 4772100 5550482 872797 0 X X 0 1 X 1 0 X 1037105 809170 1272666 1019082 1611912 5749935 1037105 809170 1272666 1019082 1611912 5749935 205495 5544440 5125 5972 6749 5753 11151 34750 13459 589 34405 39904 35700 124057 5908742 10173778 0.93830 0.93310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 13,459. 2009 AMOUNT: $ 589. 2010 AMOUNT: $ 675. 2011 AMOUNT: $ 1,078. 2012 AMOUNT: $ 3,888. GROSS SPECIAL EVENT REVENUE - 2010 AMOUNT: $ 33,730. 2011 AMOUNT: $ 38,826. 2012 AMOUNT: $ 31,812. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189223 189223 3133383 927122 2206261 39591 33649 5942 1028038 684160 343878 81649 29285 52364 2797668 DUE FROM AFFILIATES 914461 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS 29370 943831 X 3961690 6585 6585 3955105 0 3955105 3088893 6585 6585 3082308 0 3082308 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FOR SPECIFIC FUNDRAISING EVENTS 6,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FOR SPECIFIC FUNDRAISING EVENTS 6,585. GOLF INVITATIONAL 26051 26051 2286 26051 26051 2286 2286 23765 X 1 25700 FMV X FURNITURE 1 285179 FMV X EQUIPMENT 1 10655 FMV X LEASE IMPROV 1 13293 FMV 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): COLUMN REPRESENTS NUMBER OF CONTRIBUTORS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 WITWER CENTER, INC. PROVIDES A PLACE WHERE THE ELDERLY CAN MEET, RECEIVE SERVICES, AND TAKE PART IN ACTIVITIES WHICH ENHANCE THEIR DIGNITY AND PRESERVE THEIR INDEPENDENCE. WITWER CENTER, INC. IS A TITLE VII NUTRITION SITE SERVING CEDAR RAPIDS AND SURROUNDING COMMUNITIES WITH ON SITE MEALS. HOME DELIVERED MEALS ARE PROVIDED FOR THOSE UNABLE TO MAKE IT TO THE CONGREGATE MEAL SITES. WITWER CENTER WAS CONTRIBUTED TO AGING SERVICES, INC. ON JULY 1, 2013. WITWER CENTER DISCONTINUED ITS HOME DELIVERED MEAL PROGRAM PRIOR TO ITS CONTRIBUTION TO AGING SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 6 AGING SERVICES, INC. IS AN IOWA NONPROFIT MEMBERSHIP CORPORATION, IN WHICH ABBE INC., AN IOWA NONPROFIT CORPORATION, IS THE SOLE VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 7A AGING SERVICES, INC. HAS AN INDEPENDENT BOARD OF DIRECTORS THAT MANAGES ITS AFFAIRS, BUT THE BOARD OF DIRECTORS OF ABBE, INC., AS THE SOLE VOTING MEMBER OF AGING SERVICES INC., HAS THE AUTHORITY TO APPROVE OR REMOVE MEMBERS OF THE BOARD OF DIRECTORS OF AGING SERVICES INC. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF ABBE, INC., AS THE SOLE VOTING MEMBER OF AGING SERVICES INC., HAS THE AUTHORITY TO APPROVE THE BUDGET OF AGING SERVICES INC. FORM 990, PART VI, SECTION B, LINE 11 THE 990 REVIEW WILL BE DONE BY THE DIRECTOR OF FINANCE AND PRESIDENT OF ABBE, INC. AFTER THE REVIEW IS COMPLETE AND THE RETURN IS READY FOR FILING WITH THE IRS, AN ELECTRONIC COPY OF THE 990 WILL BE SENT TO ALL BOARD MEMBERS PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED BY STAFF AND BOARD MEMBERS ANNUALLY. POTENTIAL BOARD CONFLICTS ARE IDENTIFIED AT THE BOARD LEVEL AND ESTABLISHED PROCEDURES ARE FOLLOWED. IDENTIFIED STAFF CONFLICTS ARE REVIEWED BY THE SUPERVISOR AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEMBERS/OFFICERS ARE VOLUNTEERS THEREFORE NO COMPENSATION IS PAID. VP/EXECUTIVE MANAGEMENT COMPENSATION IS DETERMINED THROUGH PRESIDENT OF ABBE, INC. AND ABBE INC. FINANCE COMMITTEE COMPENSATION REVIEW. THEIR REVIEW IS BASED ON: SALARY SURVEYS OF LIKE ORGANIZATIONS, OVERALL FINANCIAL POSITION OF ABBE INC. AND AFFILIATES, REVIEW OF CURRENT DUTIES AND RESPONSIBILITIES OF EACH POSITION, PERFORMANCE REVIEWS, AND ANY CHANGES IN ORGANIZATIONAL STRUCTURE. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES PER THE FORM 990 DEFINITIONS OF SUCH POSITIONS; THEREFORE THERE IS NO SPECIFIC FORMAL EVALUATION FOR OTHER OFFICERS AND/OR KEY EMPLOYEES. THE ORGANIZATION DOES USE COMPARISON STUDIES TO AID IN DETERMINING THE COMPENSATION OF ANY AND ALL HIGHLY COMPENSATED INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDIT SELECTION & REVIEW POLICY - FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR POLICIES. ABBE INC 1860 COUNTY HOME RD MARION IA 52302 421373123 PROVIDE INTEGRATED HEALTH SERVICES & MANAGE COORDINATION OF SERVICES IA 501(C)(3) 509(A)(2) N/A 0 ABBE CENTER FOR COMMUNITY MENTAL HEALTH 520 11TH ST NW CEDAR RAPIDS IA 52405 421045257 PROVIDE QUALITY MENTAL HEALTH SERVICES IA 501(C)(3) 509(A)(2) ABBE INC 0 ABBE CENTER FOR COMMUNITY CARE 1860 COUNTY HOME RD MARION IA 52302 421378676 PROVIDE QUALITY RESIDENT SERVICES TO PEOPLE UNABLE TO LIVE INDEPENDENTLY IA 501(C)(3) 509(A)(2) ABBE INC 0 CHATHAM OAKS INC 4515 MELROSE AVE IOWA CITY IA 52246 421302928 MENTAL HEALTH PROVIDER IA 501(C)(3) 170(B)(1)(A) (VI) ABBE INC 0 KINGSTON HILL 202 12TH ST NW CEDAR RAPIDS IA 52405 420681101 PROVIDE AFFORDABLE, QUALITY INDEPENDENT LIVING FACILITY FOR OLDER ADULTS IA 501(C)(3) PF ABBE INC 0 PENN CENTER INC 2237 245TH ST DELHI IA 52223 421421803 PROVIDE QUALITY RESIDENT SERVICES FOR INDIVIDUALS WITH DIFFICULTIES IA 501(C)(3) 509(A)(2) ABBE INC 0 PENTACREST INC 817 PEPPERWOOD LN IOWA CITY IA 52240 421457018 PROVIDE THERAPEUTIC & SOCIAL ENVIRONMENT FOR ADULTS WITH CHALLENGES IA 501(C)(3) 170(B)(1)(A) (VI) ABBE INC 0 WITWER CENTER INC 317 7TH AVE SE STE 301 CEDAR RAPIDS IA 52401 421153156 SUPPORTING OLDER ADULTS IA 501(C)(3) 170(B)(1)(A) (VI) ABBE INC 0 ABBE MANAGEMENT CORPORATION 3100 E AVE NW STE 101 CEDAR RAPIDS IA 52405 421361755 MEDICAL ADMINISTRATION IA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1