2023-11-07T13:12:11-06:00 2022-12-31 251616561 S R SNODGRASS PC 2009 MACKENZIE WAY SUITE 340 CRANBERRY TOWNSHIP PA 16066 990 2022-01-01 251643564 SOUTHWESTERN PENNSYLVANIA PARTNERSHIP FOR AGING SOUT 4124676564 1323 FREEDOM ROAD CRANBERRY TWP PA 16066 ELIZABETH MULVANEY PRESIDENT 4124676564 2023-11-02 1 ELIZABETH MULVANEY 999009999 1 DANELLE R STEWART CPA P00535522 7249340344 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIZABETH MULVANEY 750 JEFFERSON DRIVE PITTSBURGH PA 15229 455253 0 X SWPPA.ORG X 1990 PA TO POSITIVELY INFLUENCE AGING PUBLIC POLICY, IMPROVE THE AGING PROGRAM DELIVERY SYSTEM, AND IMPROVE THE QUALITY OF LIFE FOR OLDER ADULTS BY FOSTERING INDEPENDENCE AND CONTROL OVER LIFE SITUATIONS FOR AS LONG AS POSSIBLE. 17 17 0 69 0 0 328038 436894 18430 18315 43 44 0 0 346511 455253 0 0 0 0 0 0 0 0 0 383267 370645 383267 370645 -36756 84608 354584 447918 4481 13207 350103 434711 X THE PRIMARY PURPOSES OF THE ORGANIZATION ARE TO INCLUDE MULTI-DISCIPLINARY, REGIONAL-WIDE NETWORKING AND COLLABORATION IN WESTERN PENNSYLVANIA, CONSUMER AND PROFESSIONAL EDUCATION, DISSEMINATION OF A BROAD RANGE OF INFORMATION REGARDING AGING, APPLIED RESEARCH BASED ON BEST PRACTICE MODELS, POLICY DEVELOPMENT AND IMPLEMENTATION, AND ADVOCACY. 0 0 10546 18315 HELD ANNUAL CONFERENCE PROVIDING EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS AND OTHER REGIONAL LEADERS IN NEW POLICY CHANGES FROM THE STATE. 323704 WORKED WITH COMMMUNITIES TO IDENTIFY POLICIES, SERVICES, & STRUCTURES RELATED TO PHYSICAL AND SOCIAL ENVIRONMENT THAT HELP OLDER ADULTS AND CITIZENS LIVE SAFE HEALTHY & ENGAGED LIVES. 334250 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X COLEMAN SCHWARTZ 4124676564 1323 FREEDOM ROAD CRANBERRY TWP PA 16066 X KIMBERLY MADDOX BOARD MEMBER 0.75 X 0 0 0 EMILY JAFFE BOARD MEMBER 0.50 X 0 0 0 MARY HARRIS BOARD MEMBER 0.50 X 0 0 0 LINDA DOMAN PAST PRESIDENT 1.50 X 0 0 0 VINCENZA MARTCHEK BOARD MEMBER 0.50 X 0 0 0 ANTHONY TURO VICE PRESIDENT 1.25 X X 0 0 0 SHANNON MILLER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MULVANEY PRESIDENT 3.25 X X 0 0 0 KIMBERLY PIRILLA-SCALISE BOARD MEMBER 1.25 X 0 0 0 MELVA FAIR BOARD MEMBER 1.25 X 0 0 0 BILL MCDOWELL BOARD MEMBER 1.00 X 0 0 0 DEBRA MCCARTHY-ARNONE BOARD MEMBER 1.00 X 0 0 0 JEFFREY CARRAWAY TREASURER 1.00 X X 0 0 0 PATRICIA EMBREE SECRETARY 1.75 X X 0 0 0 JENNIFER BLATZ BOARD MEMBER 0.50 X 0 0 0 KIMBERLY HALL BOARD MEMBER 0.25 X 0 0 0 KAREN HOCHBERG BOARD MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 2190 27420 2240 405044 436894 MEETINGS REVENUE 624100 18315 18315 18315 44 44 0 2240 0 0 455253 18315 0 44 X 150 150 5075 5075 321434 298754 22680 1404 1404 12369 11321 1048 2210 2210 9866 9866 1342 1115 227 14186 10546 3640 1365 1365 MISCELLANEOUS 1186 1186 DEMENTIA-FRIENDLY WORK 58 58 370645 334250 36395 0 337584 430918 17000 17000 354584 447918 1061 642 3420 12565 4481 13207 X 149332 156644 200771 278067 350103 434711 354584 447918 84608 0 X X 1 X 0 0 0 X 186745 39166 330786 328038 436894 1321629 186745 39166 330786 328038 436894 1321629 899792 421837 22 24 37 43 44 170 1321799 168952 0.31910 0.26270 X DURING THE 2022 TAX YEAR, SOUTHWESTERN PENNSYLVANIA PARTNERSHIP FOR AGING (SWPPA) IS A 501(C)3 ORGANIZATION DEDICATED IN COLLABORATING WITH PRIVATE, PUBLIC, AND GOVERNMENTAL SECTORS IN ALLEGHENY COUNTY IN RESEARCHING THE GROWTH AND AGING IN CITIZENS ACROSS THE REGION AND U.S. THIS CONVENING AND COLLABORATION HAVE RESULTED IN MULTIPLE PROJECTS AND EFFORTS TO IMPROVE THE ALLEGHENY COUNTY AND GENERAL COMMUNITIES. SWPPA CONTINUES TO WORK CLOSELY WITH THE GENERAL PUBLIC AND LOCAL GOVERNMENTS THROUGH SOLICITATIONS AND MEMBERSHIP PROGRAMS IN PROVIDING OPPORTUNITIES FOR SERVICES AND PROGRAMS TO ALL AGING CITIZENS IN THE REGION. OVER THE YEAR, SWPPA EXPANDED AND DIVERSIFIED ITS FUNDING TO BECOMING A FISCAL SPONSOR TO AGE-FRIENDLY GREATER PITTSBURGH (AFGP) PROJECT WITH RECOGNITION AS ITS FOUNDING PARTNER. THE PARTNERSHIP IS DEDICATED TO DEVELOPING MORE PUBLIC EVENTS AND SPONSORSHIPS ALREADY ESTABLISHED IN THE ALLEGHENY COUNTY AND SOUTHWESTERN PENNSYLVANIA REGIONS. THE PARTNERSHIP CONTINUALLY PROGRESSES IN CREATING OPPORTUNITIES WHERE OLDER ADULTS AND PERSONS WITH DISABILITIES CAN THRIVE, EVEN DURING THE DETERRING EFFECT OF THE GLOBAL PANDEMIC IMPACTING THESE COMMUNITIES. THE BROAD INTERESTS FROM ITS MEMBERS, AGING COMMUNITIES, HEALTHCARE SCHOLARS, LOCAL GOVERNMENTS, AND THE COMMUNITY OF ALLEGHENY COUNTY.IN CONTINUALLY SUPPORTING THE GOAL OF PROVIDING UNIVERSAL ASSISTANCE TO THE COMMUNITY, THE PARTNERSHIP COLLABORATES WITH HEALTH PLAN PROVIDERS, UNIVERSITIES, NOT-FOR-PROFIT SERVICE SPONSORS, FOR-PROFIT SERVICE CONTRIBUTORS, LONG-TERM CARE PROVIDERS, ADVOCACY ORGANIZATIONS, AND HEALTH CARE PROVIDERS. ADDITIONALLY, THE AGENDA IS DRIVEN BY THE PARTNERSHIP'S POLICY WORK IN BRINGING TOGETHER SECTORS OF THE AGING NETWORK THAT ARE OFTEN VIEWED AS COMPETITORS. WHILE THE CURRENT TAX YEAR SAW SWPPA OBTAIN SIGNIFICANT SUPPORT FROM PRIVATE FOUNDATION FOR THEIR ACTIVITIES AND PROJECTS, INCLUDING THE FURTHER DEVELOPMENT OF THE AFGP VENTURE, THE PARTNERSHIP CONTINUALLY RECEIVES FINANCIAL BACKING FROM THE PUBLIC, ITS MEMBERS, AND GOVERNMENTS PRESIDED IN THE WESTERN PENNSYLVANIA REGION.AS SWPPA RECEIVES INCOME FROM MEMBERSHIP DUES, A VARIETY OF THE AGING SERVICES NETWORK AND COMMUNITY CONTINUOUSLY SUPPORTS THE MAIN MISSION OF THE PARTNERSHIP SINCE ITS INCEPTION. SWPPA ALSO RECEIVES MEMBERSHIP SUPPORT FROM RETIRED PEOPLE, HEALTH SYSTEMS, INSURERS, IN-HOME CARE PROVIDERS, HOME-HEALTH PROVIDERS, PRIVATE FOUNDATIONS, EDUCATORS, RESEARCHERS, EQUIPMENT SUPPLIERS, UNITED WAY OF SOUTHWESTERN PENNSYLVANIA, AND OTHERS INTERESTED IN AGING RESEARCH AND PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17000 597 597 17000 17000 574 574 17000 17000 578 578 17000 17000 563 563 17000 17000 557 557 17000 1 0 0 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. DURING 2022, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY OFFICERS AND DISTRIBUTED TO DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS, STAFF, AND CERTAIN VOLUNTEERS. A VOLUNTEER IS COVERED UNDER THIS POLICY IF THAT PERSON HAS BEEN GRANTED SIGNIFICANT INDEPENDENT DECISION MAKING AUTHORITY WITH RESPECT TO FINANCIAL OR OTHER RESOURCES OF THE ORGANIZATION. PERSONS COVERED UNDER THIS POLICY ARE REFERRED TO AS "INTERESTED PARTIES." AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONNAIRE TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS OR HER ASSOCIATION WITH SWPPA AND SHALL BE UPDATED ANNUALLY THEREAFTER. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. ANY CONFLICTS SHALL BE REPORTED TO THE PRESIDENT (CHAIRMAN). THE PRESIDENT (CHAIRMAN), IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. AN INTERESTED PARTY WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANYWAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION MAKING OF SWPPA WITH RESPECT TO SUCH ACTION OR TRANSACTION. THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS MAY APPROVE THE PROPOSED ACTION OR TRANSACTION UPON FINDING THAT IT IS IN THE BEST INTERESTS OF THE CORPORATION. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO SWPPA AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL BE BY VOTE OF A MAJORITY OF DIRECTORS IN ATTENDANCE AT A MEETING AT WHICH A QUORUM IS PRESENT. AN INTERESTED PARTY SHALL NEITHER BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT NOR FOR PURPOSES OF DETERMINING WHAT CONSTITUTES A MAJORITY VOTE OF DIRECTORS IN ATTENDANCE. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION BY THE INTERESTED PARTY. FORM 990, PART VI, SECTION C, LINE 19 INSPECTION AT PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 192,557. MANAGEMENT AND GENERAL EXPENSES 22,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,237. EVALUATION: PROGRAM SERVICE EXPENSES 16,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,000. AGE FRIENDLY EXECUTIVE DIRECTOR: PROGRAM SERVICE EXPENSES 90,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,197. PART XII, LINE 1 THE ORGANIZATION USES THE MODIFED CASH BASIS AS ITS ACCOUNTING METHOD.