2024-02-17T09:24:16-08:00 2023-06-30 352122749 Loucks & Weaver CPA 204 West Lincoln Avenue Goshen IN 46526 990 2022-07-01 510178910 COUNCIL ON AGING OF ELKHART COUNTY INC COUN 5742951820 131 W TYLER STREET 1A ELKHART IN 46516 DAVID M TONEY Executive Director 2024-02-17 true DAVID M TONEY 999009999 true Dirk L Wolfer CPA P00516194 5745347325 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z DAVID M TONEY 887379 false X WWW.ELKHARTCOA.ORG X 1975 IN OUR MISSION IS TO KEEP SENIORS SAFE, HEALTHY, AND IN THEIR HOMES AS LONG AS POSSIBLE. THROUGH UTILIZATION OF OUR TRANSPORTATION, IN-HOME CARE, AND LIFE ENRICHMENT SERVICES, WE FOCUS ON CARING FOR MIND, BODY, AND SPIRIT. 11 11 34 9 0 471438 504757 324935 381442 42 3818 1138 800191 887379 0 0 477093 537089 0 41 228242 270634 705335 807723 94856 79656 639539 743466 75567 100510 563972 642956 OUR MISSION IS TO KEEP SENIORS SAFE, HEALTHY, AND IN THEIR HOMES AS LONG AS POSSIBLE. THROUGH UTILIZATION OF OUR TRANSPORTATION, IN-HOME CARE, AND LIFE ENRICHMENT SERVICES, WE FOCUS ON CARING FOR MIND, BODY, AND SPIRIT. false false 430147 518102 TRANSPORTATION: PROVIDES TRANSPORTATION SERVICES TO OLDER ADULTS FOR MEDICAL, PHARMACY, NUTRITIONAL, BANKING, AND OTHER PERSONAL BUSINESS NEEDS. MODIFIED TRANSPORTATION SERVICES DURING COVID TO ALLOW FOR GROCERY DELIVERIES AND PARTNERSHIP WITH NORTHERN INDIANA FOOD BANK TO DELIVER FOOD TO HOMEBOUND ADULTS. 16,064 TRIPS WERE PROVIDED FOR SENIORS IN FISCAL 2022-23. 138978 165218 IN-HOME CARE: PROVIDES DIRECT AND PRACTICAL ASSISTANCE WITH HOUSEHOLD MANAGMENT AND PERSONAL CARE TO ASSIST SENIORS TO REMAIN IN A CLEAN, SAFE, AND HEALTHY HOME ENVIRONMENT. WE PROVIDED SERVICES FOR ATTENDANT CARE, HOMEMAKING, AND RESPITE. A TOTAL OF 6,846 HOURS WERE PROVIDED TO SENIORS IN FISCAL 2022-23. 7207 15615 LIFE ENRICHMENT: PROVIDES A VARIETY OF SERVICES. SENIOR CARE MANAGEMENT PROVIDES FREE SENIOR-SPECIFIC EDUCATIONAL, SOCIALIZATION, AND EXERCISE ACTIVITIES. STATE HEALTH INSURANCE (SHIP) COUNSELORS ARE ON-SITE TO ASSIST WITH MEDICARE INSURANCE ENROLLMENT AND QUESTIONS, AS WELL AS PROCESS MEDICAL SAVINGS PLAN APPLICATIONS FOR PREMIUM SUPPLEMENT ASSISTANCE. MONEY MANAGEMENT STAFF ASSIST WITH REP PAYEE NEEDS. IN ADDITION, TAX PREPARATION SERVICES ARE PROVIDED. 450 TAX RETURNS WERE COMPLETED, 347 MEDICAL INSURANCE CONSULTATIONS OCCURED, AND 48 SHIP APPLICATIONS WERE PROCESSED DURING FISCAL 2022-23. 576332 true true false false false false false false false true true false false true true false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 0 0 false 34 false false false false false false false false 0 false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false IN X TINA FRALEY 5742951820 131 W TYLER STREET SUITE 1A ELKHART IN 46516 DAVID TONEY CEO 45.00 0.00 X 81478 0 0 TINA FRALEY CFO 40.00 0.00 X 71478 0 0 CELESTA VAUGHAN President 2.00 0.00 X X 0 0 0 CHRIS BALL Vice President 2.00 0.00 X X 0 0 0 SHARON ZASTROW HIRSTEIN Secretary 2.00 0.00 X X 0 0 0 DALE BENNETT Director 1.00 0.00 X 0 0 0 SHANON BUARI Director 1.00 0.00 X 0 0 0 KEN FISHER Director 1.00 0.00 X 0 0 0 SHERMAN HANSEN Director 1.00 0.00 X 0 0 0 ROB HARTZLER Director 1.00 0.00 X 0 0 0 RANDY HESSER Director 1.00 0.00 X 0 0 0 MARK OYER Director 1.00 0.00 X 0 0 0 ANDREW MYERS Director 1.00 0.00 X 0 0 0 152956 0 false false false 0 25000 3414 150219 326124 35191 504757 CONTRACTED SERVICES 624100 3554 3554 MEDICAID FEES 624100 293635 293635 PRIVATE PAY FEES 624100 84253 84253 381442 42 42 0 0 0 0 3413 0 0 0 MISCELLANEOUS 624100 1138 1138 1138 887379 382622 0 0 0 0 152956 35036 117920 0 344658 302387 42271 0 0 39475 26140 13335 0 0 700 700 0 0 0 11409 8179 3230 5447 1205 4242 14929 5742 9187 43212 36552 6660 0 0 3225 2822 403 0 0 0 0 34869 33138 1731 15601 15601 VEHICLE EXPENSES 95827 95827 BAD DEBT EXPENSE 19386 19577 -191 FUNDRAISING EXPENSE 10276 10235 41 EMPLOYMENT EXPENSES 5433 4872 561 10320 4855 5465 807723 576332 231350 41 289335 323332 73282 106278 0 119926 124060 0 0 0 0 10110 9325 584026 456671 93098 127355 0 0 0 0 53788 53116 639539 743466 2284 1269 73283 86612 12629 75567 100510 X 544571 623555 19401 19401 563972 642956 639539 743466 X 79656 -672 X false false false X 401129 454237 703167 471438 504757 2534728 0 0 401129 454237 703167 471438 504757 2534728 0 2534728 16 11 11 42 80 0 1847 3818 1138 6803 2541611 0.99730 0.99070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53788 -672 53116 61267 -7479 53788 48296 12971 61267 48783 -487 48296 48808 -25 48783 false false false 579854 452499 127355 4172 4172 127355 BENEFICIAL INTEREST IN ASSETS 53116 53116 ACCRUED PAYROLL 12629 12629 X 1429 MARKET VALUE X 12 18000 MARKET VALUE X VOLUNTEERS 15762 $10 PER HOUR false true false Form 990, Part VI, Section B, Line 11b A COMPLETE COPY OF FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REQUIRING EACH BOARD MEMBER AND STAFF TO SIGN AND DATE A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY UPON THE START OF A TERM OR EMPLOYMENT. ALL CONFLICTS ARE REQUIRED TO BE DISLOSED IN WRITING AND MEMBERS WITH A CONFLICT CANNOT PARTICIPATE IN THE DISCUSSION OR VOTE ON MATTERS SUBJECT TO A CONFLICT. Form 990, Part VI, Section B, Line 15a THE INDEPENDENT BOARD OF DIRECTORS SETS THE COMPENSATION OF THE CEO AND CFO ANNUALLY, TAKING INTO ACCOUNT A PERFORMANCE REVIEW AND COMPARABILITY DATA. THIS WAS LAST PERFORMED IN JUNE 2023. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 NET INVESTMENT LOSS = -$672