2015-03-11T16:57:10-05:00 2014-06-30 860683059 BeachFleischman PC PO Box 64130 Tucson AZ 857284130 990 2013-07-01 860251768 Pima Council on Aging PIMA 5207900504 8467 E Broadway Boulevard Tucson AZ 857104009 Terrence Allen Treasurer 5207900504 2015-02-18 1 Kelly L Meltzer CPA P00633511 5203214600 2013 2016-03-07 17:11:31Z Dr Palmer Evans 8467 E Broadway Boulevard Tucson AZ 857104009 10297626 0 X www.pcoa.org X 1971 AZ Home and community-based aging services for older adults and family caregivers 27 27 109 250 25385 0 9507228 10206408 28040 48313 15257 16477 -41452 -62432 9509073 10208766 5123762 5821131 0 0 3180819 3364955 0 0 217091 1186658 1147741 9491239 10333827 17834 -125061 3056513 3178235 1066703 1310122 1989810 1868113 X Our mission is to promote dignity and respect for aging, and to advocate for independence in the lives of Pima County's older adults and their families now and for generations to come. 0 0 9257852 5821131 28711 Many physiological and socioeconomic factors affect the nutritional status of our community's elders and lead to food insecurity. PCOA addresses these nutritional needs by providing 295,000 well balanced prepared meals to 3,537 individuals who are at nutritional risk. Meals were delivered to homebound individuals and served at 12 Pima County congregate meal settings.The ability to carry out one's daily activities is a measure of both quality of life and independence for most older adults. PCOA's Community Service System assisted 2,095 frail low income older adults with these daily activities. The System provided assistance with bathing, dressing, laundry, housework and changing bed linens.Home Repair and Adaptations corrected health and safety hazards, improved accessibility, maintained heaters and coolers for 559 low income older adults who did not have sufficient income to make the repairs and no family to assist.Family Caregiver Support enhanced and supplemented the care provided by family members who were assisting their elder family members through PCOA staff information and assistance in gaining access to services, support groups, training, and temporary relief from the demands of care giving through in-home respite care.The Medicare Information & Health Insurance Assistance Program assisted 3,511 individuals in making informed decisions regarding Medicare plans including prescription drug plans, resolving claims, billing issues and reviewing existing insurance policy coverage. PCOA also provided classes for new Medicare beneficiaries on how to utilize Medicare.The Long-term Care Ombudsman Program served as an advocate for residents of nursing and assisted living care homes, assisting the residents and their families in resolving problems and care concerns.RSVP provided opportunities for 372 retired and senior volunteers to use their knowledge and skills to assist community agencies and organizations in fulfilling their mission; providing an avenue for older adults to stay connected to their community.Behavioral Health for Older Adults - Suicide Prevention Training educated and mobilized the community to be aware of and respond to suicidal thoughts and behaviors of older adults, training 196 individuals who work with and relate to older adults.Health Promotion for Older Adults-The Arizona Living Well Program provided health and wellness opportunities through three evidence-based health promotion programs for older adults to improve their functional fitness, manage their chronic condition, and address their fear of falling and fall risks. PCOA provided 18 Matter of Balance classes with 179 participants, 6 Chronic Disease Self Management Program classes with 70 participants and 10 ongoing Enhanced Fitness classes with 250 participants.PCOA promoted volunteer and community-based outreach opportunities through the Ambassadors Volunteer Program and Neighbors Care. 83 Ambassador volunteers provided 1,193 volunteer hours and the Neighbors Care program provided 77,751 volunteer hours, reaching 1,397 neighborhood residents. 9257852 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 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 1 1 1 0 0 1 18 0 1 109 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X X Donna Burrows 5207907262 8467 E Broadway Blvd Tucson AZ 85710 Robert Bell Member 1.00 X 0 0 0 Dr Daniel R Boone Member 1.00 X 0 0 0 Dr Anthea Dixon Member 1.00 X 0 0 0 Richard Elias Member 1.00 X 0 0 0 Deborah Embry Member 1.00 X 0 0 0 Robert Fleming Member 1.00 X 0 0 0 Augustine Augie Garcia Member 1.00 X 0 0 0 Maxine Goldstein Member 1.00 X 0 0 0 Beverly Heasley Member 1.00 X 0 0 0 Chris Helms Member 1.00 X 0 0 0 Leslie Hunter Member 1.00 X 0 0 0 Del Jones Member 1.00 X 0 0 0 Dr Alan Levenson Member 1.00 X 0 0 0 Amy Levin Member 1.00 X 0 0 0 Dr Jane Mohler Member 1.00 X 0 0 0 Marilyn Peskin-Kaufman Member 1.00 X 0 0 0 Shirley Scott Member 1.00 X 0 0 0 Dr Mercy Valencia Member 1.00 X 0 0 0 Robert Van Sice Jr Member at Large 1.00 X 0 0 0 Linda Wojtowicz Member 1.00 X 0 0 0 Richard Woodruff Member 1.00 X 0 0 0 Ronald Zack Member 1.00 X 0 0 0 Dr Palmer Evans Chairman 4.00 X X 0 0 0 Terrence H Allen First Vice-Chairman 4.00 X X 0 0 0 Frank Watts Jr Second Vice-Chairman 1.00 X X 0 0 0 Rev Robin Klaehn Quilliam Secretary 1.00 X X 0 0 0 Carol M Swango Treasurer 1.00 X X 0 0 0 James Murphy CEO 40.00 1.00 X 109844 0 5234 Wendell M Clark CEO 40.00 X 0 0 0 Donna Burrows CFO 40.00 X 61143 0 9780 Debra Adams COO 40.00 X 66384 0 10073 237371 0 25087 1 0 0 0 0 76450 81367 166436 9392990 489165 10098 10206408 Advertising 541800 25385 25385 Program Fees 624100 22928 22928 48313 10739 10739 5738 0 5738 5738 5738 17550 166436 88860 -71310 -71310 3095 0 3095 3095 Miscellaneous 624100 5783 5783 5783 10208766 28711 25385 -51738 5741077 5741077 80054 80054 254247 50302 183571 20374 2458525 1958510 381898 118117 64876 51602 10500 2774 371850 282426 75035 14389 215457 158038 49064 8355 3688 2351 885 452 22050 14058 5290 2702 161013 102654 38628 19731 57363 45633 9546 2184 266290 208011 42405 15874 204622 166719 31468 6435 266292 263638 2296 358 7502 5968 1248 286 58665 52079 5256 1330 26513 16351 9119 1043 Equipment Rental & Main 26966 19687 6097 1182 Miscellaneous 24283 20750 2875 658 Dues and Fees 22250 17700 3703 847 Bad Debt 244 244 10333827 9257852 858884 217091 394453 730734 32065 28911 1440899 1302103 32023 63132 62100 29451 954445 625319 294128 329126 222430 230794 25100 25100 553315 438884 3056513 3178235 547510 866178 391785 309846 52384 50000 75024 84098 1066703 1310122 X 1622649 1530750 334084 302995 33077 34368 1989810 1868113 3056513 3178235 -125061 3364 0 X 0 1 X 1 1 1 X 7835516 7891778 8677329 9507228 10206408 44118259 7835516 7891778 8677329 9507228 10206408 44118259 44118259 11213 11939 12294 15257 10739 61442 11402 3279 10283 5783 30747 44210448 170068 0.99790 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 10333827 10481267 10333827 10481267 666691 674063 166673 168516 0 0 0 0 554952 581990 632668 674063 2443673 3665510 5000 5000 7500 17500 138738 145498 158167 168516 610919 916379 116277 1000 12251 129528 96268 11000 9009 116277 93886 1000 1382 96268 83050 1000 9836 93886 78225 1000 5072 1247 83050 0.39000 0.46000 0.15000 0 1 1 247188 94785 152403 707257 530534 176723 329126 Due from Pima Council on Aging Foundation 201649 Due from PCOA for All 224213 Deposits 13022 438884 Due to PCOA for All 100 Amounts Held for Others 83998 84098 X Part V, Line 4: The Organization's endowments consist of funds established under either donor restriction or as designated by the Board of Directors for a variety of purposes. Part X, Line 2: FIN 48 (ASC 740) Footnote from Consolidated Financial Statements: PCOA and Foundation are exempt from income taxes under both federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws, and are classified as other than private foundations. Income from certain activities not directly related to these entities' tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (UBTI). PCOA for All is taxable as a corporation. Deferred income taxes are provided for temporary differences arising from using the accrual basis of revenue and expense recognition for financial statement purposes and the cash basis of revenue and expense recognition for income tax purposes. Deferred income taxes are also provided for net operating loss carryovers that are available to offset future taxable income. GAAP requires management to perform an evaluation of all tax positions taken or expected to be taken in the course of preparing the Organization's tax returns to determine whether the tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. This evaluation is required to be performed for all open tax years, as defined by the various statutes of limitations, for federal and state purposes. PCOA and Foundation are only subject to income taxes on UBTI. As a result, these entities are required to file informational returns for federal and state purposes and, if it has UBTI, federal and state income tax returns. PCOA for All is required to file federal and state income tax returns. With limited exceptions, the Organization is no longer subject to tax examination for any years earlier than 2011 for federal and 2010 for state. Management has performed its evaluation of tax positions taken on all open tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. Gala 157781 146996 10785 43441 30652 Greens for Seniors 26205 19440 6765 5888 4315 4564 183986 166436 17550 49329 4315 35216 88860 -71310 1 Tucson Urban League 2305 S Park Ave Tucson AZ 85713 237063141 501(c)(3) 98104 Nutrition Services Tucson Intl Alliance of Refugee Communities 4224 E Grant Rd Tucson AZ 85712 860856725 501(c)(3) 23122 Refugee Services Southern Arizona Legal Aid 2343 E Broadway Blvd Tucson AZ 85719 860143449 501(c)(3) 47955 Legal Services City of Tucson - Fund 092 PO Box 27450 Tucson AZ 85726 866000266 City of Tucson 374697 Nutrition, Transportation, Home repairs CHRPA PO Box 26215 Tucson AZ 85726 860682684 501(c)(3) 126757 Home Repairs Catholic Social Service 140 W Speedway Ste 230 Tucson AZ 85705 860100880 501(c)(3) 856292 Nutrition Arizona's Childrens Association 2700 S 8th Ave Tucson AZ 85713 860096772 501(c)(3) 63018 Caregiver support services City of Tucson - Special Needs Transportation PO Box 27210 Tucson AZ 85726 866000266 City of Tucson 30958 Special needs transportation Casa Community Services 780 S Park Centre Ave Green Valley AZ 85614 860603592 501(c)(3) 11688 Transportation Lutheran Social Services 5049 E Broadway Ste 102 Tucson AZ 85711 860252302 501(c)(3) 1013519 Homecare and nutrition services Accent Care 5671 N Oracle Rd Ste 1100 Tucson AZ 85704 860839181 134099 Homecare services AIRES 580 Camino Mercado Ste 1 Casa Grande AZ 85122 260313193 152690 Homecare services Arcadia 26777 Central Park Blvd Ste 200 Southfield MI 48076 382186866 551357 Homecare services AZ Consumer Direct Personal Care 607 SW Higgins Missoula MT 59803 201610330 88304 Homecare services Aventas 2193 N Camino Seco Ste 145 Tucson AZ 85715 454723777 77778 Homecare services Dependable Health Services 1120 S Swan Rd Tucson AZ 85711 860714517 87570 Homecare services Pima County Health Department 3950 S Country Club Ste 432 Tucson AZ 85714 866000543 Pima County 22922 Nursing clinics Handmaker 2221 N Rosemont Tucson AZ 85712 273008758 9002 Homecare services Nurse Core 2980 N Campbell 160 Tucson AZ 85719 752649689 29183 Homecare services Philips Lifeline 111 Lawrence St MS 21 Framingham MA 01702 042537528 101779 Homecare services My House 2036 E Calle Maderas Mesa AZ 85213 205323629 353429 Homecare services Rescare 4750 N Oracle Rd Ste 114 Tucson AZ 85705 860800357 164393 Homecare services Soreo 1632 N Country Club Rd Tucson AZ 85716 860986372 379508 Homecare services Southern Arizona Family Services 350 S Williams Blvd Ste 270 Tucson AZ 85708 900279225 136238 Homecare services United Cerebral Palsy of Southern Arizona 635 N Craycroft Ave Tucson AZ 85711 860416461 501(c)(3) 201484 Homecare services Carondelet Health Network 2202 N Forbes Blvd Tucson AZ 85745 860455920 501(c)(3) 351788 Transitional Care Services Empowerment Systems Inc 2066 W Apache Trail Ste 116 Apache Junction AZ 85120 860664708 501(c)(3) 198442 Health Education and Wellness Programs ITN of Greater Tucson 3543 N Stone Tucson AZ 85705 455579317 501(c)(3) 50000 Transportation Services 14 13 Assistance to the Elderly. 225 80054 Actual cash value. Part I, Line 2: Organizations listed on Schedule I Part II are direct providers of services to older adults and family caregivers. Pima Council on Aging maintains provider contracts, reports of monitoring visits, budget to actual reports, and financial records by program and by grant (funding source). Form 990, Part VI, Section A, line 6 Membership is open to any individual or organization interested in the aims and purposes of Pima Council on Aging. The board of directors assesses a membership fee for individual or organizational members as it deems appropriate. Form 990, Part VI, Section A, line 7a Directors are nominated and elected at the annual meeting of the membership. Only individual or organization members who have paid the required membership fee are eligible to vote at annual or special meetings of Pima Council on Aging. Form 990, Part VI, Section B, line 11 Form 990 is prepared by an independent CPA and reviewed by the finance committee, CFO and the Treasurer. After the finance committee, CFO and Treasurer approve the draft, a copy is provided to all board members prior to filing. Form 990, Part VI, Section B, line 12c Each director, principal officer, and participant on a committee with board-delegated powers shall annually sign a statement which affirms that such person has received a copy of the conflict of interest policy, has read and understands the policy, and has agreed to comply with the policy. When requested by the Board of Directors, or a conflicts Committee (but not less frequently than once per year), each Director and officer shall promptly submit a statement to the Board or conflicts Committee setting forth all business and other affiliations that relate in any way to the business and other affiliations of PCOA. Form 990, Part VI, Section B, line 15a The review of the CEO's compensation package is conducted annually in October by the Board's HR Committee and presented to the Executive Committee for approval. An evaluation form is completed by each Board Member and by the management staff reporting directly to the CEO, and submitted to the HR Committee as part of the process. In addition, the HR committee conducted a local survey of salaries and benefits of local nonprofit CEOs and reviewed data in the ASU Lodestar Center 2012 Report on Compensation & Benefits. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public upon request. Audited financial statements are posted to the organization's website. Form 990 is also available at the organization's website as well as at www.guidestar.org. Pima Council on Aging Foundation 8467 E Broadway Blvd Tucson AZ 85710 861014768 Supporting organization of Pima Council on Aging AZ 501(c)(3) Line 11a, I Pima Council on Aging 1 PCOA For All Inc 3950 S Country Club Rd Suite 4102 Tucson AZ 85714 274235406 Attendant care under Arizona Long-Term Care System AZ Pima Council on Aging C 252988 668803 1.00000 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 Pima Council on Aging Foundation K 71717 Rental Payments PCOA For All Inc D 224213 Loan Balance Pima Council on Aging Foundation D 201649 Loan Balance PCOA For All Inc A 9397 Interest Received Pima Council on Aging Foundation 8467 E Broadway Blvd Tucson AZ 85710 861014768 0 0 0 147440 147440 29488 7372 0 0 0