2023-11-27T14:32:59-06:00 2023-03-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2022-04-01 751085555 SENIOR CITIZENS OF GREATER DALLAS INC SENI 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 STACEY MALCOLMSON PRESIDENT & CEO 2148235700 2023-11-16 1 STACEY MALCOLMSON 999009999 1 KIRBY ROSS P00298143 4055949200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE SENIOR SOURCE STACEY MALCOLMSON 3910 HARRY HINES BLVD DALLAS TX 75219 8615005 0 X WWW.THESENIORSOURCE.ORG X 1961 TX TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 40 40 70 3103 0 0 8215035 7378512 209743 68072 51415 74480 478 -19494 8476671 7501570 1241607 1375722 0 0 4044550 4239937 0 0 954282 1780933 2083845 7067090 7699504 1409581 -197934 11583419 11060900 315738 333465 11267681 10727435 X TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 0 0 2444359 1375722 ELDER FINANCIAL SAFETY CENTER - THE ELDER FINANCIAL SAFETY CENTER IS A COLLABORATION BETWEEN THE SENIOR SOURCE, THE DALLAS COUNTY D.A.'S OFFICE, AND THE PROBATE COURTS TO ENSURE THE FINANCIAL SAFETY OF OLDER ADULTS THROUGH PREVENTION, PROSECUTION, AND PROTECTION SERVICES. THE SENIOR SOURCE PROVIDES THE PREVENTION SERVICES THROUGH THE ELDER FINANCIAL SAFETY CENTER. 5,866 INDIVIDUALS RECEIVED PREVENTION SERVICES IN THE AREAS OF INSURANCE COUNSELING, FINANCIAL COUNSELING, CONSUMER CREDIT COUNSELING, EMPLOYMENT, MONEY MANAGEMENT, AND FINANCIAL SUPPORT. ADDITIONALLY, MORE THAN 10,000 INDIVIDUALS WERE EDUCATED ON THE SERVICES OF THE ELDER FINANCIAL SAFETY CENTER, COVID-SPECIFIC AND OTHER FRAUDS AND SCAMS, AND ENSURING FINANCIAL SECURITY. 56% OF CLIENTS RECEIVING PREVENTION SERVICES INCREASED THEIR INCOME OR DECREASED THEIR EXPENSES WITH TOTAL FINANCIAL IMPACT OF $2.8M. 858942 LONG TERM CARE OMBUDSMAN PROGRAM - NURSING HOME AND ASSISTED LIVING RESIDENTS IN DALLAS COUNTY RECEIVED ASSISTANCE, THROUGH BOTH VIRTUAL AND ONE-ON-ONE VISITS, FROM OMBUDSMAN STAFF AND VOLUNTEERS IN 82 NURSING HOMES AND 212 ASSISTED LIVING FACILITIES. OMBUDSMEN ADDRESSED 1,695 COMPLAINTS RELATED TO COVID-19 CONCERNS, SUBSTANDARD CARE, UNANSWERED CALL BUTTONS, MEDICATION MISMANAGEMENT, UNSANITARY CONDITIONS, AND OTHER CRITICAL ISSUES. STAFF AND VOLUNTEER OMBUDSMAN WORKED WITH RESIDENTS, FACILITY STAFF, AND FAMILIES TO RESOLVE COMPLAINTS RECEIVED. OMBUDSMAN WERE ABLE TO RESOLVE 88% OF THE COMPLAINTS TO THE RESIDENT'S COMPLETE SATISFACTION, EXCEEDING THE NATIONAL AVERAGE OF 88% OF COMPLAINT RESOLUTION. ADDITIONALLY, 2,460 FRIENDLY VISITOR VOLUNTEERS BROUGHT THE COMMUNITY INTO NURSING HOMES THROUGH INDIVIDUAL VISITATION, GROUP PARTIES, AND OTHER SOCIAL ACTIVITIES TO REDUCE THE ISOLATION AND LONELINESS RESIDENTS EXPERIENCE. 683496 2460 FOSTER GRANDPARENT PROGRAM - 95 LOW-INCOME OLDER ADULTS IN DALLAS AND COLLIN COUNTIES WORK 15 TO 40 HOURS A WEEK WITH SPECIAL NEEDS CHILDREN AT HOSPITALS, HOMELESS SHELTERS, AND SPECIAL CARE FACILITIES PROVIDING MORE THAN 100,000 HOURS OF SPECIAL ATTENTION. CHILDREN WITH EXCEPTIONAL NEEDS BENEFITTED FROM THE ATTENTION OF THE FOSTER GRANDPARENTS, AND THE LIVES OF THE GRANDPARENT VOLUNTEERS WERE ENRICHED IN KNOWING THEY ARE NEEDED AND CAN MAKE A DIFFERENCE IN THE LIVES OF THE CHILDREN. DUE TO COVID-19, IN THE PAST YEAR, MANY FOSTER GRANDPARENT VOLUNTEERS WERE NOT ABLE TO VOLUNTEER IN PERSON. HOWEVER, THEY COMPLETED MANY VIRTUAL PROJECTS FOR STUDENTS, FAMILIES, AND TEACHERS AND HAVE BEGUN GOING BACK IN PERSON AT THE END OF THE FISCAL YEAR. 98% OF THEM FELT AN INCREASED SENSE OF PURPOSE AS VOLUNTEERS. 375316 CAREGIVER SUPPORT PROGRAM - 2106 OLDER ADULTS AND FAMILY CAREGIVERS RECEIVED SUPPORTIVE COUNSELING, INFORMATION AND RESOURCES TO HELP NAVIGATE THE CHALLENGES OF AGING AND CARING FOR AGING LOVED ONES. 82% OF CAREGIVERS REPORTED A DECREASE IN STRESS AFTER CONNECTING WITH THE PROGRAM AND TRAINED STAFF. THE PROGRAM ALSO FACILITATES MULTIPLE CAREGIVING SEMINARS AND SUPPORT GROUPS IN ENGLISH AND SPANISH EACH YEAR. 541615 SENIOR COMPANION PROGRAM - 75 LOW-INCOME SENIOR COMPANIONS IN DALLAS AND COLLIN COUNTIES PROVIDED VIRTUAL AND IN-PERSON ASSISTANCE TO 71 FRAIL ELDERLY INDIVIDUALS. COMPANIONS SERVING VIRTUALLY MADE SUPPORTIVE CALLS AND DELIVERED MEALS ON WHEELS. THOSE SERVING IN PERSON CAN ACCOMPANY CLIENTS TO MEDICAL APPOINTMENTS AND THE GROCERY STORE, ASSIST WITH RESPITE CARE, PREPARE MEALS, AS WELL AS PROVIDE NEEDED COMPANIONSHIP. 95% OF VOLUNTEERS EXPERIENCED A DECREASE IN LONELINESS AND ISOLATION AND INCREASED THEIR SENSE OF PURPOSE THROUGH THESE VIRTUAL VOLUNTEER ACTIVITIES. 451803 65612 GUARDIANSHIP PROGRAM - INCAPACITATED ELDERLY RECEIVED LEGAL GUARDIANSHIP SERVICES AFTER BECOMING LEGALLY INCAPACITATED BY THE DALLAS COUNTY PROBATE COURTS. CERTIFIED GUARDIANSHIP CASE MANAGERS MAY PROVIDE DIRECT SERVICE TO CLIENTS IN DALLAS, COLLIN, DENTON, HUNT, ROCKWALL, AND KAUFMAN COUNTIES TO PROTECT VULNERABLE ELDERLY FROM ABUSE, NEGLECT, AND EXPLOITATION. GUARDIANSHIP CASE MANAGERS WERE ACCOUNTABLE TO AND FOR THEIR CLIENTS AT ALL TIMES AND CARRIED WORK CELL PHONES 24/7. 100% OF GUARDIANSHIP CLIENTS WERE MONITORED BY THE DALLAS COUNTY PROBATE COURTS OR THE HEALTH AND HUMAN SERVICES COMMISSION OF THE STATE OF TEXAS, AND ALL WERE GRANTED CONTINUANCE BASED ON THE QUALITY OF CARE CLIENTS RECEIVED. 291545 RETIRED AND SENIOR VOLUNTEER PROGRAM - 301 RSVP MEMBERS IN DALLAS AND COLLIN COUNTIES VOLUNTEERED WITH 24 NONPROFIT AGENCIES, HOSPITALS, AND SCHOOLS, AND DIRECTLY ASSISTED 307 INDIVIDUALS. VOLUNTEERS PRIMARILY SERVED VIRTUALLY, INCLUDING SERVING AS TUTORS AND MENTORS, WORKING AS SENIOR MEDICARE FRAUD PATROL TEAMS, FOOD BANKS AND PANTRIES, ASSISTING WITH DISASTER PREPAREDNESS, SERVING AS CARING CALLERS, BUILDING RAMPS, AND PROVIDING MINOR HOME REPAIR FOR THE ELDERLY AND DISABLED. RSVP VOLUNTEERS PROVIDED 26,817 HOURS OF SERVICE WORTH $852,780.60, ACCORDING TO INDEPENDENT SECTOR, TO THESE LOCAL ORGANIZATIONS. WITH THIS SUPPORT, LOCAL ORGANIZATIONS WERE ABLE TO EXPAND CAPACITY AND BETTER MEET THE NEEDS OF THE COMMUNITY. 68676 AGE - ADVOCACY GROUP FOR ELDERS - THE AGE PROGRAM EDUCATED 1,303 ADVOCATES TO BE ABLE TO ADVOCATE ON ISSUES THAT AFFECT OLDER ADULTS, INCLUDING BETTER PROTECTIONS FOR NURSING HOME RESIDENTS AND STRONGER ELDER FINANCIAL ABUSE LAWS, AS WELL AS CITY SERVICES FOR OLDER ADULTS. PRESENTATIONS WERE MADE ON ADVOCACY EFFORTS IMPACTING OLDER ADULTS, AS WELL AS STRONGER ELDER FINANCIAL ABUSE LAWS, TEXAS STATE LEGISLATIVE ISSUES, AND A STATE LEGISLATIVE FORUM WAS HELD TO DISCUSS STATE LEGISLATIVE PRIORITIES FOR THIS SESSION. 118 ADVOCATES CONTACTED ELECTED OFFICIALS ABOUT KEY ISSUES. THE MAJOR ADVOCACY SUCCESSES WERE: MAINTAINING CITY OF DALLAS' FUNDING FOR OLDER ADULTS, INCLUDING TRANSPORTATION AND DENTAL ASSISTANCE; STATE LEGISLATION TO SUPPORT TRAINING FOR PEACE OFFICERS WHEN COMMUNICATING WITH INDIVIDUALS WITH DEMENTIA; TRAINING FOR ASSISTED LIVING STAFF WORKING WITH RESIDENTS WITH DEMENTIA; INCREASING THE PERSONAL NEEDS ALLOWANCE FOR NURSING HOME RESIDENTS ON MEDICAID; IMPROVEMENTS IN REPORTING AND PROSECUTION OF FINANCIAL ABUSE OF THE ELDERLY; AND CREATING A STATEWIDE INTERAGENCY AGING SERVICES COORDINATING COUNCIL. 1728955 65612 5715752 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 70 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X HASSAN TAHAT 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 PETER B HEGI PAST-CHAIR 0.50 X 0 0 0 BETH THOELE DIRECTOR 0.50 X 0 0 0 CHAD PARK DDS CHAIR 1.00 X 0 0 0 MICHAEL SCHAEFER DIRECTOR 0.30 X 0 0 0 REBECCA J WYNNE CHAIR ELECT 0.50 X 0 0 0 KIM QUINN DIRECTOR 0.30 X 0 0 0 TODD NORDEEN PLANNING CHAIR 0.50 X 0 0 0 ARTHUR SIMMONS CORPORATE STRATEGY 0.50 X 0 0 0 CARTER TOLLESON AT-LARGE 0.50 X 0 0 0 STACIE ADAMS DIRECTOR 0.30 X 0 0 0 KEVIN AKERS DIRECTOR 0.30 X 0 0 0 ROBIN BAGWELL DIRECTOR 0.30 X 0 0 0 WANN BANKS DIRECTOR 0.30 X 0 0 0 ANDREW BARR DIRECTOR 0.30 X 0 0 0 STEPHANIE BERNAL DIRECTOR 0.30 X 0 0 0 DEN BISHOP DIRECTOR 0.30 X 0 0 0 KIM CAMPBELL-HAILEY DIRECTOR 0.30 X 0 0 0 SCOTT CHASE DIRECTOR 0.30 X 0 0 0 PAMELA BUSBEE DIRECTOR 0.30 X 0 0 0 MICHAEL CORDER DIRECTOR 0.30 X 0 0 0 SEJAL DESAI AT-LARGE 0.50 X 0 0 0 BOB DILL DIRECTOR 0.30 X 0 0 0 ANDY DREXLER DIRECTOR 0.30 X 0 0 0 JEREMY HAWPE DIRECTOR 0.30 X 0 0 0 BLAKE ESTESS DIRECTOR 0.30 X 0 0 0 KATY MILLER DIRECTOR 0.30 X 0 0 0 PATTI FLOWERS DIRECTOR 0.30 X 0 0 0 KRISTI S FRANCIS DIRECTOR 0.30 X 0 0 0 PAIGE WILBUR DIRECTOR 0.30 X 0 0 0 SHANNON WOODS DIRECTOR 0.30 X 0 0 0 PAM PERELLA DIRECTOR 0.30 X 0 0 0 TREY PUGH III DIRECTOR 0.30 X 0 0 0 JUDE RAMAYYA DIRECTOR 0.30 X 0 0 0 DAVE BERAN DIRECTOR 0.30 X 0 0 0 JAMES R RILEY DIRECTOR 0.30 X 0 0 0 JEFF VANDERBILT TREASURER 0.50 X 0 0 0 DEE VELVIN DIRECTOR 0.30 X 0 0 0 BOB WHITE DIRECTOR 0.30 X 0 0 0 KIMBERLY J YAMANOUCHI MD MPH AT-LARGE 0.50 X 0 0 0 ANDREW PALEY DIRECTOR 0.30 X 0 0 0 STACEY MALCOLMSON PRESIDENT & CEO 40.00 X 236080 0 24371 HASSAN TAHAT CFO 40.00 X 136950 0 23111 RENAE PERRY COO 40.00 X 122145 0 16070 STEPHANIE RUSSELL CDO 40.00 X 118293 0 15772 613468 0 79324 4 0 1 0 0 132500 1289884 1878704 4077424 666637 7378512 GUARDIANSHIP FEES 900099 65612 65612 VGP CLIENT 900099 2460 2460 68072 92028 92028 932770 950318 -17548 -17548 -17548 129025 1289884 163117 -34092 -34092 MISCELLANEOUS REVENUE 900099 14598 14598 14598 7501570 68072 0 54986 1375722 1375722 677447 299815 122957 254675 2787724 2179061 304878 303785 162984 143483 4272 15229 362877 270072 43848 48957 248905 183180 27952 37773 34552 24532 5874 4146 66821 24873 7944 34004 369437 148741 89386 131310 148107 92969 38233 16905 145874 108301 22186 15387 217326 130599 58230 28497 99419 98112 581 726 29046 23993 2749 2304 263316 263316 STIPEND 315743 315743 VOLUNTEER RECOGNITION 99861 94717 4998 146 RECRUITING 55130 51916 2119 1095 PROGRAM SUPPLIES 52286 48781 2475 1030 186927 101142 27472 58313 7699504 5715752 1029470 954282 1617179 1567229 953063 704956 230000 183034 49315 11345 7665781 3294969 4498160 4370812 4216922 4197559 18780 25965 11583419 11060900 122771 139532 174187 167968 18780 25965 315738 333465 X 8686493 8401239 2581188 2326196 11267681 10727435 11583419 11060900 -197934 -342312 0 X X 0 1 X 1 1 1 X 5186164 5926363 7245945 8215035 7378712 33952219 5186164 5926363 7245945 8215035 7378712 33952219 2841319 31110900 56 10115 62184 62022 92028 226405 26331 12195 20079 14598 73203 34251827 1165168 0.90830 0.94330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1381450 1381450 5350429 2597119 2753310 67475 50248 17227 866427 647602 218825 4370812 PUBLICLY TRADED SECURITIES 4197559 C 4197559 DEFERRED COMPENSATION BENEFITS 25965 25965 X 7335245 -342312 12870 163117 -166325 7501570 0 7501570 7875491 12870 163117 175987 7699504 0 7699504 PART X, LINE 2: THE ORGANIZATION IS A TAX EXEMPT ENTITY FOR FEDERAL INCOME TAX PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. TAX POSITIONS TAKEN RELATED TO THE ORGANIZATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE ORGANIZATION WOULD MORE THAN LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF MARCH 31, 2023, THE ORGANIZATION'S TAX YEARS 2020 THROUGH 2022 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 163,117. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 163,117. SPIRIT LUNCHEON 1018938 918607 100331 917 55095 45236 29019 SAGE SOCIETY 227237 211500 15737 15737 4156 2 172734 159777 12957 75 6775 81 4500 1526 1418909 1289884 129025 992 61870 61054 4500 34701 163117 -34092 1 ASSIST LOW INCOME CLIENTS IN PAYING THEIR UTILITY BILLS 5866 747722 628000 FAIR MARKET VALUE HELPING THE ELDERLY WITH THEIR NATURAL GAS BILLS PART I, LINE 2: THE NOTICE OF GRANT AWARDS AS WELL AS ANY ASSURANCES AND CERTIFICATIONS ARE MAINTAINED FOR EACH GRANT IN THE FINANCIAL OFFICE. GRANT APPLICATIONS OUTLINING COMMUNITY NEED, WORK PLANS, OUTCOME MEASURES ARE ALSO MAINTAINED. X X X X X X 0 0 0 0 0 0 0 0 0 STACEY MALCOLMSON PRESIDENT & CEO 213500 0 20600 0 1980 0 16913 0 7458 0 260451 0 0 0 HASSAN TAHAT CFO 136950 0 0 0 0 0 10868 0 12243 0 160061 0 0 0 SCHEDULE J, PART I, LINE 3 ANNUAL COMMUNITY COUNCIL PUBLICATIONS AND ANNUAL GUIDESTAR COMPENSATION SURVEY OF SALARY STRUCTURE IN THE DALLAS AREA ARE USED TO DETERMINE THE PROPRIETY OF THE COMPENSATION OF TOP OFFICERS. THE EXECUTIVE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES CEO PERFORMANCE ANNUALLY AND MAKES COMPENSATION DECISIONS. X 24048 THRIFT SHOP VALUE X 1 942 COST X SHARING THE WARMTH 0 628000 COST X MEALS 250 11347 COST X SUPPLIES/GIFTS 261 2300 THRIFT SHOP VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B INITIAL REVIEW OF THE FORM 990 IS CONDUCTED BY AUDIT COMMITTEE. QUESTIONS AND CONCERNS ARE ADDRESSED, THEN THE FORM 990 IS DISTRIBUTED TO FULL BOARD OF DIRECTORS. BOARD OF DIRECTOR QUESTIONS AND CONCERNS ARE ADDRESSED, THEN THE FORM 990 IS SIGNED AND E-FILED FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM IS UPDATED ANNUALLY BY STAFF AND THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS REGARDING THE BOARD OF DIRECTORS. MANGAEMENT STAFF REVIEWS ANY STAFF CONFILCTS. SIGNED FORMS ARE KEPT BY THE FINANCE OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION REVIEW COMMITTEE WHICH IS COMPRISED OF CURRENT AND PRIOR BOARD CHAIRMEN MEET TO REVIEW PRESIDENT AND CEO PRIOR YEAR GOALS AND ACCOMPLISHMENTS. THE FINANCE COMMITTEE REVIEWS AND APPROVES BUDGET FOR SALARIES AND FRINGES. COMPENSATION DATA INCLUDES COMMUNITY COUNCIL SALARY AND BENEFITS GUIDE, GUIDE STAR COMPENSATION REPORTS AND INDIVIDUAL KNOWLEDGE OF OTHER NON-PROFITS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 APPLICATION FOR EXEMPTION AND ITS ANNUAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. 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 AUDIT CHAIRPERSON POSITION CHANGES EVERY TWO YEARS. THE MAKE UP OF AUDIT COMMITTEE MAY CHANGE ANNUALLY DEPENDING ON BOARD MEMBERS SELECTION OF COMMITTEE. THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS RECEIVE FINANCIALS AT EVERY MEETING.