2024-02-14T15:58:05-07:00 2023-06-30 431403519 McBride Lock & Associates LLC 4151 N Mulberry Dr Suite 275 Kansas City MO 64116 990 2022-07-01 431015585 DISTRICT III AREA AGENCY ON AGING DIST 6607473107 PO Box 1078 Warrensburg MO 64093 Wendy Martin Executive Director 6607473107 2024-02-14 1 Wendy Martin 999009999 1 Matthew Brickey P02380487 8162214559 2024-02-14 X 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Care Connection for Aging Services Terri Bradley PO Box 1078 Warrensburg MO 64093 8210093 0 X www.goaging.org X 1973 MO Care Connection provides opportunities to create positive aging experiences. 10 10 148 761 0 0 5658995 6347881 1571690 1702825 153 1766 47526 125807 7278364 8178279 0 0 0 0 3723750 4026585 2400 4240 16984 3115775 3441797 6841925 7472622 436439 705657 6617679 7727326 666984 1080522 5950695 6646804 Care Connection provides opportunities to create positive aging experience. 0 0 4587814 0 1614044 Nutrition: Provide hot, nutritious meals in dining rooms weekdays at lunchtime; hot and frozen meals delivered to seniors who are homebound - all to help person avoid isolation, be well nourished, and remain independent. 1110479 0 28631 Supportive services: Provide transportation to medical appointments, senior center activities, or necessary shopping; options counseling, care management, in-home services, telephone reassurance, friendly visiting and medical alert systems so that people can remain in their own homes; information and connection to a wide variety of services available in the community; and limited legal services. 958630 0 60150 Special Projects: Provide one-on-one, unbiased counseling to people who need to enroll or compare plans for Medicare, Medicaid, the Federal Health Insurance Marketplace and the Supplemental Nutritional Assistance Program; the extension of case management and in-home services to senior housing; tax preparation for seniors; volunteer opportunities for a variety of agency programs and our communities; extension of home delivered meals, in-home services and case management services through county tax funds. Operate a statewide Senior Medicare Patrol (SMP) that empowers seniors to fine and report Medicare fraud. 530260 0 0 Disease Prevention, Family Caregiver, and Ombudsman services: Provide a wide range of services that promote physical and mental health and fitness using evidence-based activities; exercise classes, health screenings, social activities; help in self-management of diseases such as diabetes and high blood pressure; medication management; ombudsman services to advocate for people who live in nursing homes and to prevent elder abuse; and family caregiver services for those providing care. 530260 0 0 7187183 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 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 1 29 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Wendy Martin 6607473107 106 W Young St Warrensburg MO 64093 Diana Hoemann Executive Director 40 0 X 89497 0 22480 Cheryl Munsterman Chief Financial Officer 40 0 X 90422 0 21416 Terri Bradley Chairperson 0 0 X X 0 0 0 Janelle Segari Vice Chairperson 0 0 X X 0 0 0 Pam Fidler Treasurer 0 0 X X 0 0 0 Susie Bliss Secretary 0 0 X X 0 0 0 Stacey Hutton Director 0 0 X 0 0 0 Judith Stephens Director 0 0 X 0 0 0 Martha Berlin Director 0 0 X 0 0 0 Elaine Paxton Director 0 0 X 0 0 0 Wicky Sleight Director 0 0 X 0 0 0 Joe Aull Director 0 0 X 0 0 0 179919 0 43896 0 0 0 0 Guardiantrac 215 Broadus St Sturgis MI 49091 Veteran directed care 296963 OATS 2501 Maguire Blvd Columbia MO 65201 Transportation 114198 2 9029 0 178618 0 5628907 531327 2500 6347881 Medicaid meals reimbursements 624210 995438 995438 0 0 Program income 624210 633716 633716 0 0 Medicaid reassesssments 624120 73575 73575 0 0 Contracted services 900099 96 96 0 0 0 0 0 0 1702825 1766 0 0 1766 0 0 0 0 0 0 0 0 0 0 0 0 157621 178618 31814 125807 0 125807 0 8178279 1702825 0 127573 187075 51810 135265 3071785 3038523 31745 1517 44167 39265 4878 24 483150 466989 16047 114 240408 227380 12912 116 4240 4240 175825 154808 21017 0 15483 13807 24 1652 127194 123886 3308 0 615250 604851 10399 0 117219 112501 4718 0 104540 87830 16710 0 8954 8691 263 0 Raw food 1137599 1137599 0 0 Contractual 569688 569688 0 0 Home delivery costs 223379 223379 0 0 Program supplies 159511 148555 1635 9321 187155 177621 9534 0 7472622 7187183 268455 16984 3724350 5092859 1767033 950607 349388 361381 81097 68469 90034 83329 1335578 933035 214376 402543 391401 768138 6617679 7727326 647119 630890 19865 15485 0 434147 666984 1080522 X 5949539 6646800 1156 4 5950695 6646804 6617679 7727326 X 705657 0 0 0 -36150 26602 X 0 1 X 1 1 1 X 4782539 5640986 5694027 5374271 6030285 27522108 294033 306600 295720 284724 317596 1498673 5076572 5947586 5989747 5658995 6347881 29020781 29020781 643 382 288 153 1766 3232 29024013 5071879 0.99989 0.99993 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282829 0 22581 0 0 0 305410 0 300502 -17673 0 0 0 282829 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1335578 933035 402543 0 0 0 0 402543 Operating lease right of use assets 402867 Beneficial interest in assets held by community foundation 365271 768138 0 Operating lease right of use liabilities 434147 434147 X 8340966 0 136085 0 26602 162687 8178279 0 0 0 8178279 7608707 136085 0 0 0 136085 7472622 0 0 0 7472622 Schedule D, Part V, Line 4 The Warrensburg Senior Center Endowment Fund is to be held in perpetuity as an irrevocable organizational endowment fund for use in the Center's programs. Schedule D, Part X, Line 2 As required by FASB ASC No. 740, Income Taxes, the Agency evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the Agency's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. Schedule D, Part XI, Line 2d Change in value of beneficial interest Direct Mail 177018 177018 0 0 0 0 0 0 0 Center Events 157621 0 157621 0 0 0 27874 45 3895 0 334639 177018 157621 0 0 0 27874 45 3895 31814 125807 Form 990, Part VI, Section A, Line 7a There are no classes of persons with rights that are in addition to the rights of any other persons. Open solicitation for candidates is advertised in the organizations monthly newsletter. Candidates must be a permanent resident of the region for which they serve. One Board member is elected from each County served by the organization. Each candidate must sign an agreement to observe the conflict of interest standard set forth in the by-laws. Elections are held the first Tuesday after the first Monday of May and advertised in the County seat newspaper at least 7 days prior and posted in each senior center. Terms begin on July 1 and last three years. If a County position becomes vacant, the Board may appoint a member to fill the unexpired term. Form 990, Part VI, Section B, Line 11b The process for review is as follows: the CEO and CFO collaborate with the auditor to complete the Form 990. This step may involve receiving information from employees, Board members, contractors and other who have business-related activities with the organization. The auditor provides a completed Form 990 to the CEO and CFO for their review. Once approved, the finance/audit committee and each Board member will receive a copy for their review at the next regularly scheduled Board meeting. The review is conducted by the CEO, CFO, and the Board using a review checklist. After completion of the review, the Board resolves to approve the Form. If at any step in the process a revision to the Form is requested, the revised information is given to the auditor to revise the Form and the process begins again. Form 990, Part VI, Section B, Line 12c The Board has established a number of policies and procedures to guard against conflict of interest regarding proposed and ongoing transactions. All Board members are trained on, and subject to, these policies and procedures. Annually, each Board member signs a statement certifying that no conflicts of interest exist or describing potential conflicts that may exist. The Board, with assistance of the CEO, is responsible for determining whether a conflict exists and seeking a resolution. Should a conflict be identified, such person would be prohibited from participating in the Board's deliberation regarding the transaction. If a conflict is unavoidable, the transaction would require a 2/3 majority vote of the Board. Form 990, Part VI, Section B, Line 15 During the annual process of preparing the Area Plan submitted to the Missouri Department of Health and Senior Services, the Compensation Committee of the Board of Directors review the compensation and benefits for the CEO and CFO. The committee compares current compensation for the two positions with comparable positions at other rural Area Agencies on Aging. The committee also reviews the "Salary and Benefits Survey of Greater Kansas City Area Non-Profit Organizations". This survey is compiled by the Midwest Center for Non-Profit Leadership at the University of Missouri-Kansas City. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy, and audited financial statements available to the general public upon request at the central office in Warrensburg. Also, prior year audited financial statements are available on the organization's website. Form 990, Part XI, Line 9 Changes in value of beneficial interest