2024-04-24T23:40:28-05:00 2023-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2022-07-01 561181577 SENIOR RESOURCES OF GUILFORD SENI 3363734816 PO BOX 21993 GREENSBORO NC 27420 DAN MALLARY COMPTROLLER 3363734816 2024-04-23 1 DAN MALLARY 999009999 0 JOHN M ROBINSON P01281319 3362944494 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELLEN WHITLOCK PO BOX 21993 GREENSBORO NC 27420 3213904 0 X WWW.SENIOR-RESOURCES-GUILFORD.ORG X 1977 NC TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS IN GREATER GREENSBORO AND HIGH POINT, NORTH CAROLINA. 12 12 61 1300 0 0 1850516 1659125 1268684 1191534 101178 161929 26800 17427 3247178 3030015 859876 910074 0 0 1174256 1285081 0 0 0 786958 806126 2821090 3001281 426088 28734 6701602 6418296 2723061 2494014 3978541 3924282 TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS IN GREATER GREENSBORO AND HIGH POINT, NORTH CAROLINA. 0 0 225401 279 ACCESS TO SERVICESPROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SENIOR LINE - 5,590 CLIENT CALLS; SOCIAL WORK - 1,698 IN HOME CLIENT VISTS AND 849 CASE ASSISTANCE CLIENTS. CAREGIVER SUPPORT SERVICES ASSISTED 51 CAREGIVERS WITH SERVICES SUCH AS OPTIONS COUNSELING, MEMORY CAFE AND RESPITE VOUCHERS. 2017003 909795 1214075 COMMUNITY SERVICESAS A RESULT OF THE SENIOR LINE CALLS, CLIENT VISITS AND CASE ASSISTANCE, PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: MEALS ON WHEELS - 137,065 MEALS DELIVERED TO 821 CLIENTS; COMMUNITY NUTRITION - 31,374 MEALS SERVED TO 385 CLIENTS AT A TOTAL OF 6 COMMUNITY NUTRITION SITES; SENIOR CENTER - 723 CLIENTS INCLUDES IN PERSON AND VIRTUAL ACTIVITIES; REFUGEE PROGRAM - 58 REFUGEES ASSISTED. 290692 VOLUNTEER AND EMPLOYMENT SERVICESORGANIZATION RECEIVED $5,781 WORTH OF DONATED SERVICES AND USE OF FACILITIES, NOT INCLUDED IN EXPENSES, RELATED TO VOLUNTEER AND EMPLOYMENT SERVICES. IN ADDITION, AS A RESULT OF THE SENIOR LINE CALLS, CLIENT VISITS AND CASE ASSISTANCE, PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SHIIP COUNSELING - 660 CLIENTS SERVED AND $155,214 MEDICARE SAVED; FOSTER GRANDPARENTS - 56 VOLUNTEERS PROVIDED 33,955 SERVICE HOURS TO ASSIST 300 SCHOOL AGE CHILDREN. 2533096 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X DAN MALLARY 3363734816 1401 BENJAMIN PARKWAY GREENSBORO NC 27408 FRANK JOHNS PRESIDENT 1.00 X X 0 0 0 PATTY AIKEN SECRETARY 1.00 X X 0 0 0 STEVE GUY TREASURER 1.00 X X 0 0 0 STEVE OWEN DIRECTOR 1.00 X 0 0 0 WALTER DAVIDSON PHARR MD DIRECTOR 1.00 X 0 0 0 CRYSTAL CODY-CONNER DIRECTOR 1.00 X 0 0 0 DAWNE ILDERTON DIRECTOR 1.00 X 0 0 0 ALAN SCHEPPMANN DIRECTOR 1.00 X 0 0 0 DONNA HONEYCUTT DIRECTOR 1.00 X 0 0 0 MICHELE P LEE DIRECTOR 1.00 X 0 0 0 FELTON WOOTEN DIRECTOR 1.00 X 0 0 0 DAVID MCCOY DIRECTOR 1.00 X 0 0 0 ELLEN WHITLOCK EXECUTIVE DIRECTOR 40.00 X 100582 0 4016 LYNNE KIRSCH OUTGOING COMPTROLLER 40.00 X 71970 0 0 RICHARD SITLER INCOMING COMPTROLLER 37.50 X 0 0 0 172552 0 4016 1 0 0 0 0 188607 36202 873625 560691 1659125 PROGRAM REVENUE 624100 1191534 1191534 1191534 28314 28314 312290 100 178775 0 133515 100 133615 133615 0 36202 5114 -5114 -5114 MISCELLANEOUS REVENUE 624100 22541 22541 22541 3030015 1214075 0 156815 910074 910074 176568 158747 17821 887277 798044 89233 9157 8091 1066 136239 120369 15870 75840 67906 7934 27400 10256 17144 27406 10258 17148 107472 88986 18486 51385 47108 4277 41391 39122 2269 71503 71503 158431 158431 27520 22623 4897 MISCELLANEOUS EXPENSE 119272 95030 24242 STIPENDS AND WAGES 115360 115360 EQUIP RENTAL & REPAIRS 25667 19567 6100 VOLUNTEER EXPENSES 18831 18831 14488 2724 11764 3001281 2533096 468185 0 6105 6105 1042388 1014928 62310 33310 752075 497185 31095 42215 4935727 884526 4113961 4051201 683219 714583 10449 10449 0 48320 6701602 6418296 265873 158644 15561 91229 2431015 2186537 10612 57604 2723061 2494014 X 3047398 3112207 931143 812075 3978541 3924282 6701602 6418296 28734 -82993 0 X 0 1 X 1 1 1 X 1733850 1706479 2385513 1850516 1659125 9335483 1733850 1706479 2385513 1850516 1659125 9335483 9335483 17216 229484 54441 76431 28314 405886 47779 40166 23167 27006 22541 160659 9902028 5839934 0.94280 0.93950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8984 8984 4394157 577344 3816813 370045 307182 62863 162541 162541 4051201 PAYROLL LIABILITIES 9284 LEASE LIABILITY 48320 57604 X 2957917 -82993 5781 -77212 3035129 -5114 -5114 3030015 3012176 5781 5114 10895 3001281 0 3001281 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE AGENCY BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST, IF ANY, ARE NOT MATERIAL TO ITS FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -5,114. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 5,114. POT OF GOLD LUNCHEON 36202 36202 5114 36202 36202 5114 5114 -5114 1 MEALS FOR SENIORS AGED 60 AND ABOVE 1206 910074 COST OF MEALS PROVIDED 168,439 FREE MEALS WERE PROVIDED. PART I, LINE 2: MEALS ARE SERVED AT NO CHARGE UNDER FOUR SEPARATE PROGRAMS. 1) MEALS ARE DELIVERED TO SENIORS AGE 60 AND OLDER WHO ARE UNABLE TO PREPARE MEALS FOR THEMSELVES AND HAVE NO ONE AVAILABLE TO ASSIST THEM. 2) NOONTIME MEALS ARE SERVED AT 6 COMMUNITY NUTRITION ACTIVITY CENTERS LOCATED THROUGHOUT GUILFORD COUNTY. 3) PARTICIPANTS AGED 60 AND OLDER WITH ACCESS TO THEIR OWN TRANSPORTATION AND WHO AGREE TO PARTICIPATE IN HEALTH AND WELLNESS WORKSHOPS HELD TWICE QUARTERLY, MAY RECEIVE 8 MONTHLY MEAL VOUCHERS TO THE PEPPER MILL CAFE RESTAURANT. 4) THE RURAL OUTREACH PROGRAM PROVIDES A NOONTIME MEAL ALONG WITH AN ACTIVITY ONCE A MONTH AT 6 SITES IN THE RURAL AREAS OF GUILFORD COUNTY. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE SENT TO THE FULL BOARD TO REVIEW AND APPROVE PRIOR TO FILING. COPIES OF THE EMAILS DELIVERING THE FORM 990 TO THE BOARD MEMBERS ARE MAINTAINED IN THE ORGANIZATION'S PERMANENT RECORDS. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT CONTINUALLY REVIEWS BUSINESS TRANSACTIONS TO ENSURE THERE ARE NO DEALINGS BETWEEN THE ORGANIZATION AND ANY OFFICERS, BOARD MEMBERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, OR PARTIES RELATED TO SUCH PEOPLE. IN ADDITION, NEW HIRES MUST DISCLOSE ANY EXISTING RELATIONSHIPS THEY, OR THEIR FAMILIES, HAVE WITH THE ORGANIZATION, THE BOARD, VENDORS, AND PROGRAM SERVICE RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 15 ONLY UNDER RARE CIRCUMSTANCES WOULD THE TOP MANAGEMENT RECEIVE ANY ADDITIONAL COMPENSATION OTHER THAN THE NORMAL COST OF LIVING INCREASES OR PERCENTAGE INCREASES THAT ARE ALLOCATED TO ALL EMPLOYEES. THE AGENCY IS NOT CURRENTLY IN A POSITION TO GRANT MERIT INCREASES TO ANY EMPLOYEE. TOP MANAGEMENT IS NOT TREATED WITH ANY DIFFERENT STANDARDS THAN THAT OF OTHER EMPLOYEES. FINANCE COMMITTEE MEMBERS DETERMINE THE PERCENTAGE INCREASE THAT WILL TAKE EFFECT ON JULY 1 OF THE NEW FISCAL YEAR, WHICH HAS BEEN FIGURED INTO THE BUDGET. THAT FIGURE IS CONFIRMED BY THE BOARD OF DIRECTORS AT THEIR REGULARLY SCHEDULED MEETING. THIS PERCENTAGE IS THE SAME FOR ALL EMPLOYEES INCLUDING TOP MANAGEMENT. IN THOSE CIRCUMSTANCES IN PREVIOUS YEARS WHERE THE AMOUNT WAS DIFFERENT FOR TOP MANAGEMENT, IT WAS JUST ANOTHER PERCENTAGE POINT OR TWO, NOT THOUSANDS OF DOLLARS. TOP MANAGEMENT IS MONITORED BY THE BOARD FOR FINANCIAL AND OUTCOME PERFORMANCE; HOWEVER, THIS DOES NOT FIGURE INTO SALARY INCREASE AT ALL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, EXEMPTION APPLICATION, AND FORM 990 ARE LOCATED AT THE MAIN OFFICE FOR SENIOR RESOURCES AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE EXEMPTION APPLICATION AND FORM 990S ARE ALSO MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR.ORG.