2023-11-08T14:26:50-06:00 2022-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-01-01 742286387 FAMILY ELDERCARE INC FAMI 5124500844 1700 RUTHERFORD LANE AUSTIN TX 78754 ERIC MARIN CFO 5124500844 2023-11-07 1 ERIC MARIN 999009999 1 RENAE DUNCAN P01257722 5123462086 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC MARIN 1700 RUTHERFORD LANE AUSTIN TX 78754 12755015 0 X WWW.FAMILYELDERCARE.ORG X 1982 TX HOUSING AND COMMUNITY SERVICES TO KEEP OUR COMMUNITY STABLY HOUSED, FINANCIALLY SECURE, HEALTHY, EQUITABLE, AND SUPPORTED; HEALTH AND WELLNESS TO PROMOTE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING IN THE HOMES OF OLDER ADULTS EXPERIENCING BARRIERS IN LIFE; ADVOCACY AND OUTREACH AS LIFE-LONG ADVOCATES FOR PEOPLE WITH DISABILITIES, THOSE WHO IDENTIFY LGBTQIA+, AND PERSONS EXPERIENCING HOMELESSNESS. 9 9 159 114 0 0 10497887 11047175 1524281 1563264 2838 -33403 196560 -278845 12221566 12298191 3587302 3659927 0 0 6345150 7769560 0 0 479806 1491395 1348328 11423847 12777815 797719 -479624 6307205 6372520 801626 1407227 5505579 4965293 X TO CREATE AN EQUITABLE AND LIVEABLE CENTRAL TEXAS FOR EVERYONE BY FOCUSING ON THE STABILITY, DIGNITY AND WELL-BEING OF OLDER ADULTS AND PEOPLE WITH DISABILITIES. 0 0 2253842 44592 GUARDIANSHIP PROGRAM - THIS PROGRAM PROVIDES LEGAL GUARDIANSHIP PROTECTIONS TO INDIVIDUALS WHO LACK THE MENTAL CAPACITY TO MAKE DECISIONS OR CARE FOR THEMSELVES. THE GOAL OF THE PROGRAM IS TO ENSURE VULNERABLE, INCAPACITATED SENIORS RECEIVE ADEQUATE CARE AND HOUSING, AND REMAIN FREE FROM ABUSE, NEGLECT AND EXPLOITATION. OUR STAFF ATTORNEYS AND CASE MANAGERS WORK IN COORDINATION WITH TRAVIS AND WILLIAMSON COUNTY PROBATE COURTS AND PRO BONO ATTORNEYS. 9900979 3615335 1658911 FINANCIAL AND HOUSING STABILITY (FORMERLY MONEY MANAGEMENT) USES HOLISTIC CASE MANAGEMENT TO SUPPORT PEOPLE TO LIVE WITHIN THEIR FINANCIAL MEANS AND MEET THEIR BASIC LIVING NEEDS. THE PROGRAM SERVES PEOPLE WITH REPRESENTATIVE PAYEE, VA FIDUCIARY, AND OTHER FINANCIAL CASE MANAGEMENT SERVICES. IN ADDITION, THE PROGRAM PROVIDES HOMELESS PREVENTION AND RAPID REHOUSING SERVICES TO OLDER ADULTS AND ADULTS WITH DISABILITIES WHO ARE EXPERIENCING HOMELESSNESS.HEALTHY CONNECTIONS COMPRISES OUR VIRTUAL (LIFETIME CONNECTIONS WITHOUT WALLS) AND PROPERTY-BASED ACTIVITIES WHICH IMPACT THE HEALTH AND WELL-BEING OF OLDER ADULTS. WE DESIGN OUR PROGRAMS TO ADDRESS PILLARS OF HEALTHY AGING: PHYSICAL ACTIVITY, CREATIVITY, BRAIN HEALTH, DIGITAL LITERACY, VOLUNTEERISM, AND MORE.SERVICE COORDINATION IS AN EVIDENCE-BASED MODEL LINKED TO AFFORDABLE HOUSING AND GUIDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE PURPOSE OF SERVICE COORDINATION IS TO CONNECT PEOPLE WITH SUPPORTIVE SERVICES WHICH HELP THEM REMAIN INDEPENDENT IN THEIR HOMES. FAMILY ELDERCARE HOLDS THE ONLY SERVICE COORDINATION CONTRACT WITH THE HOUSING AUTHORITY OF THE CITY OF AUSTIN AND SERVICE COORDINATORS ARE FOUND IN OVER 10 AFFORDABLE HOUSING PROPERTIES THROUGHOUT AUSTIN, TX. AMONG THOSE PROPERTIES IS LYONS GARDENS, WHICH FAMILY ELDERCARE OPENED IN 2004. IN HOME COUNSELING IS PROVIDED IN THE HOMES OF OLDER ADULTS BY LICENSED CLINICAL SOCIAL WORKERS TO SUPPORT MENTAL HEALTH AND HELP PATIENTS COPE WITH ADVERSITY. THIS PROGRAM WAS THE FIRST OF ITS KIND TO BE OFFERED BY A NONPROFIT IN CENTRAL TEXAS. 12154821 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 122 0 1 159 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ERIC MARIN 7137057442 1700 RUTHERFORD LANE AUSTIN TX 78754 KIM WILSON BOARD CHAIR 2.00 X X 0 0 0 CHARLES COLLEY BOARD MEMBER 1.00 X 0 0 0 SAM COCKBURN BOARD MEMBER 1.00 X 0 0 0 SANDY MORRIS BOARD MEMBER 1.00 X 0 0 0 DEBORAH L KERR PHD BOARD MEMBER 1.00 X 0 0 0 CORY MACDONALD BOARD MEMBER 1.00 X 0 0 0 ALI FOYT BOARD MEMBER 1.00 X 0 0 0 ANNA VANDER BROEK BOARD MEMBER 1.00 X 0 0 0 FRED LUGO BOARD MEMBER 1.00 X 0 0 0 KENT HERRING CEO (UNTIL 08/26/22) 40.00 X 138567 0 812 SHONTELL GAUTHIER DIRECTOR OF FINANCIAL & HOUSING 40.00 X 120045 0 254 JOYCE HEFNER DIRECTOR OF HOUSING & COMMUNITY SERVICES 40.00 X 112064 0 312 CHERYL DONLEY DIRECTOR OF FINANCE 40.00 X 107733 0 312 BRITTANY BAIZE DIRECTOR OF DEV. & COMMUNICATIONS 40.00 X 104758 0 1396 583167 0 3086 5 0 0 0 WOLFF LOGICS PO BOX 4993 LAGO VISTA TX 78645 IT SUPPORT 111237 SHANNON R HOLUB 1307 NUECES STREET AUSTIN TX 78701 LEGAL SERVICES 101565 2 157403 540746 8101470 2247556 21537 11047175 IN-HOME CARE 624120 1563264 1563264 1563264 7763 7763 41166 -41166 -41166 -41166 0 540746 415658 -415658 -415658 OTHER REVENUE 624120 136813 136813 136813 12298191 1658911 0 -407895 X 3659927 3659927 139379 129698 1544 8137 6273325 5837573 69501 366251 108730 101177 1205 6348 737816 686567 8173 43076 510310 474863 5654 29793 93551 87726 3769 2056 485207 473163 12044 12341 10993 840 508 23788 22399 428 961 22275 20715 438 1122 70292 69703 236 353 13892 12003 1222 667 146196 126314 12865 7017 65769 60249 5518 2 EQUIPMENT AND SOFTWARE 156264 154274 1990 TELEPHONE 80303 74495 751 5057 EQUIPMENT REPAIRS AND R 53853 50711 1030 2112 LICENSES, FEES, & PERMI 36241 34258 1235 748 88356 68013 14745 5598 12777815 12154821 143188 479806 205820 252840 2207042 1684771 1445976 2075283 76173 157760 2732928 1214719 1586709 1518209 744319 683657 41166 0 6307205 6372520 572731 751132 0 445182 228895 210913 801626 1407227 X 5495023 4952658 10556 12635 5505579 4965293 6307205 6372520 -479624 -60662 0 X 0 1 X 1 1 1 X 4246634 2961560 6068543 10497887 11047175 34821799 4246634 2961560 6068543 10497887 11047175 34821799 336154 34485645 12604 16128 15228 2838 7763 54561 301161 231767 414781 1937 0 949646 12049 34188 131523 173904 136813 488477 36314483 0.94960 0.91420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 37362 37362 0 118571 -16092 1341 101138 101045 18803 1277 118571 91302 10891 1148 101045 77189 15164 1051 91302 83546 -6357 77189 1.00000 1 0 293485 293485 1815281 686283 1128998 624162 528436 95726 1518209 PART IV, LINE 1B: THE CUSTODIAL ARRANGEMENT IS FOR THE BENEFIT OF ELDERLY CLIENTS THAT ARE ENROLLED IN THE GUARDIAN PROGRAM DUE TO LACK OF MENTAL CAPACITY TO MAKE DECISIONS AND ARE AT RISK OF ABUSE, NEGLECT AND/OR FINANCIAL EXPLOITATION. FAMILY ELDERCARE'S GUARDIANSHIP PROGRAM OPERATES UNDER THE JUDICIAL BRANCH CERTIFICATION COMMISSION (JBCC) OF THE STATE OF TEXAS. EACH INDIVIDUAL PROVIDING GUARDIANSHIP SERVICES MUST BE LICENSED THROUGH THE JBCC.THE ASSETS IN THE ACCOUNTS ARE OWNED BY THE INDIVIDUALS AND ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF FAMILY ELDERCARE SINCE THE ORGANIZATION HAS NO OWNERSHIP IN THESE ACCOUNTS. THE TOTALS REPORTED ARE APPROXIMATE AMOUNTS. FAMILY ELDERCARE HAS BOND COVERAGE SUFFICIENT TO COVER THE TOTAL OF THESE ACCOUNTS. PART V, LINE 4: THE ORGANIZATION'S GOAL IS TO CREATE A PERMANENT ENDOWMENT OF $2 MILLION WHEREBY INTEREST CAN BE USED TO FUND OPERATIONS, BUT ONLY WHEN THE GOAL BALANCE IS REACHED. SUMMER FAN DRIVE 504588 504588 403025 80 OVER 80 36158 36158 12633 540746 540746 415658 415658 -415658 1 GUARDIAN AND OTHER DIRECT CLIENT ASSISTANCE 1090 3659927 X 4834 FMV X FANS 453 14617 FMV X GIFT CARDS 13 2085 CASH 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY FAMILY ELDERCARE MANAGEMENT AND THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN EMPLOYEE IS REQUIRED TO PROMPTLY NOTIFY HIS/HER SUPERVISOR OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN FAMILY ELDERCARE AND AN EMPLOYEE, THE EMPLOYEE AND A CLIENT, OR BETWEEN FAMILY ELDERCARE AND A CLIENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND EVALUATED AGAINST MARKET RATES AND ADJUSTED WHEN NEEDED. ANNUAL BUDGETS ARE PREPARED WITH A 3% INCREASE FOR STAFF ON THEIR ANNIVERSARY DATE AS A PLACEHOLDER BUT ACTUAL INCREASES MAY FLUCTUATE. CEO COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS CFO AND ORGANIZATIONAL DIRECTORS COMPENSATION ARE APPROVED BY THE CEO AND ORGANIZATIONAL DIRECTORS ARE RESPONSIBLE FOR APPROVING COMPENSATION FOR THIE RESPECTIVE PROGRAMS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E BANK AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 24,540. MANAGEMENT AND GENERAL EXPENSES 184. FUNDRAISING EXPENSES 4,199. TOTAL EXPENSES 28,923. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 25,164. MANAGEMENT AND GENERAL EXPENSES 464. FUNDRAISING EXPENSES 1,399. TOTAL EXPENSES 27,027. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 3. MANAGEMENT AND GENERAL EXPENSES 14,059. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,062. COPIES, POSTAGE, AND PRINTING: PROGRAM SERVICE EXPENSES 13,598. MANAGEMENT AND GENERAL EXPENSES 38. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,636. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 4,708. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,708. ROSEWOOD I SENIOR HOUSING COMMUNITY INC 2720 LYONS ROAD AUSTIN TX 78702 800016548 LYONS GARDEN SENIOR HOUSING TX 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0