2024-10-07T20:07:28-05:00 2024-03-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2023-04-01 751085555 SENIOR CITIZENS OF GREATER DALLAS INC SENI 2148235700 3910 HARRY HINES BLVD DALLAS TX 75219 STACEY MALCOLMSON PRESIDENT & CEO 2148235700 2024-10-07 1 1 KIRBY ROSS P00298143 4055949200 2023 2024-10-15 13:58:12Z THE SENIOR SOURCE STACEY MALCOLMSON 3910 HARRY HINES BLVD DALLAS TX 75219 8732433 0 X WWW.THESENIORSOURCE.ORG X 1961 TX TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 37 37 71 3356 0 0 7378512 6868306 68072 38234 74480 126407 -19494 -31996 7501570 7000951 1375722 936301 0 0 4239937 4522519 0 0 1043504 2083845 2153747 7699504 7612567 -197934 -611616 11060900 11036481 333465 342060 10727435 10694421 X TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS IN GREATER DALLAS. 0 0 2035115 936301 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. 6,581 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, FRAUDS AND SCAMS PREVENTION AND RECOVERY, AND ENSURING FINANCIAL SECURITY. 53% OF CLIENTS RECEIVING PREVENTION SERVICES INCREASED THEIR INCOME OR DECREASED THEIR EXPENSES WITH A TOTAL FINANCIAL IMPACT OF $8.77M. 875192 LONG TERM CARE OMBUDSMAN PROGRAM - NURSING HOME AND ASSISTED LIVING FACILITY RESIDENTS IN DALLAS COUNTY RECEIVED INFORMATION AND NEEDED ASSISTANCE FROM CERTIFIED OMBUDSMAN STAFF AND VOLUNTEERS IN 79 NURSING HOMES AND 197 ASSISTED LIVING FACILITIES. OMBUDSMEN ADRESSED 1,283 COMPLAINTS RELATED TO STAFFING SHORTAGES, SUBSTANDARD CARE, UNANSWERED CALL BUTTONS, MEDICATION MISMANAGEMENT, UNSANITARY CONDITIONS, AND OTHER CRITICAL ISSUES. STAFF AND VOLUNTEER OMBUDSMAN WORKED WITHRESIDENTS, FACILITY STAFF AND FAMILIES TO RESOLVE COMPLAINTS RECEIVED. OMBUDSMAN WERE ABLE TO RESOLVE 84% OF THE COMPLAINTS TO THE RESIDENT'S COMPLETE SATISFACTION, EXCEEDING THE NATIONAL GOAL OF 70% OF COMPLAINT RESOLUTION. ADDITIONALLY, 2,510 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. 806391 FOSTER GRANDPARENT PROGRAM - 104 LOW-INCOME OLDER ADULTS IN DALLAS AND COLLIN COUNTIES TYPICALLY SERVE 15 TO 40 HOURS A WEEK WITH SPECIAL NEEDS CHILDREN AT DAY CARE CENTERS SERVING CHILDREN WITH SPECIAL NEEDS AND MEDICAL CARE FACILITIES PROVIDING MORE THAN 65,000 HOURS OF SPECIAL ATTENTION. CHILDREN WITH EXCEPTIONAL NEEDS BENEFIT FROM THE ATTENTION OF THE FOSTER GRANDPARENTS, AND THE LIVES OF THE GRANDPARENT VOLUNTEERS ARE ENRICHED IN KNOWING THEY ARE NEEDED AND CAN MAKE A DIFFERENCE IN THE LIVES OF THE CHILDREN. 98% OF VOLUNTEERS FELT AN INCREASED SENSE OF PURPOSE AS VOLUNTEERS. 539063 38234 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 HEATH AND HUMAN SERVICES COMMISSION OF THE STATE OF TEXAS, AND ALL WERE GRANTED CONTINUANCE BASED ON THE QUALITY OF CARE CLIENTS RECEIVED. 515330 SENIOR COMPANION PROGRAM - 65 LOW-INCOME SENIOR COMPANIONS IN DALLAS AND COLLIN COUNTIES PROVIDED VIRTUAL AND IN-PERSON ASSISTANCE TO 417 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. 88% OF VOLUNEERS INCREASED THEIR SENSE OF PURPOSE AND 79% EXPERIENCED A DECREASE IN LONELINESS AND ISOLATION THROUGH THESE VOLUNTEER ACTIVITIES. 425185 CAREGIVER SUPPORT PROGRAM - 2,254 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. 332584 RETIRED AND SENIOR VOLUNTEER PROGRAM - 318 RSVP MEMBERS IN DALLAS AND COLLIN COUNTIES VOLUNTEERED WITH 27 NONPROFIT ORGANIZATIONS, HOSPITALS, AND SCHOOLS, EXPANDING THE REACH AND IMPACT OF THESE ORGANIZATIONS. VOLUNTEERS SERVED VIRTUALLY AND IN-PERSON, INCLUDING SERVING AS TUTORS AND MENTORS, WORKING AS SENIOR MEDICARE FRAUD PATROL TEAMS, HELPING AT FOOD BANKS AND PANTRIES, ASSISTING WITH DISASTER PREPAREDNESS, AND BUILDING RAMPS AND PROVIDING MINOR HOME REPAIR FOR THE ELDERLY AND DISABLED. RSVP VOLUNTEERS PROVIDED 25,248 HOURS OF SERVICE WORT $845,555.52, 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. 97164 AGE - ADVOCACY GROUP FOR ELDERS - THE AGE PROGRAM EDUCATED 1,884 INDIVIDUALS ON ISSUES THAT AFFECT OLDER ADULTS, INCLUDING BETTER PROTECTIONS FOR NURSING HOME RESIDENTS AND STRONGER ELDER FINANCIAL ABUSE LAWS, AS WELL AS KEY CITY SERVICES FOR OLDER ADULTS. PRESENTATIONS AND ADVOCACY ALERTS WERE SHARED REGARDING EFFORTS IMPACTING OLDER ADULTS, AS WELL AS STRONGER ELDER FINANCIAL ABUSE LAWS, AND FEDERAL ADVOCACY TO CREATE STAFFING RATIOS IN NURSING HOMES AND FUNDING FOR ADULT PROTECTIVE SERVICES. 305 ADVOCATES CONTACTED ELECTED OFFICIALS ABOUT KEY ISSUES. THE MAJOR LOCAL ADVOCACY SUCCESSES WERE: MAINTAINING CITY OF DALLAS' FUNDING FOR OLDER ADULTS, INCLUDING TRANSPORTATION AND DENTAL ASSISTANCE AND ADDITITIONAL FUNDING FOR A AGE-FRIENDLY OFFICER AND 1.7M INCREASE IN SENIOR HOME REPAIR FUNDS. FEDERAL ADVOCACY SUCCESSES INCLUDED STAFFING RATIOS FOR NURSING HOMES AND FUNDING FOR AMERICORPS SENIORS PROGRAMS. 1909326 38234 5626024 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 13 0 1 71 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 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 STACEY MALCOLMSON PRESIDENT & CEO 40.00 X 250080 0 26716 HASSAN TAHAT CFO 40.00 X 152758 0 25423 RENAE PERRY COO 40.00 X 137288 0 17802 JAMES BERND DIRECTOR OF MARKETING 40.00 X 78692 0 18123 CAROLINE MARAK CDO 40.00 X 67500 0 8017 CARTER TOLLESON AT-LARGE 0.50 X 0 0 0 KIM CAMPBELL AT-LARGE 0.50 X 0 0 0 KIMBERLY J YAMANOUCHI MD MPH AT-LARGE 0.50 X 0 0 0 MICHAEL SCHAEFER DIRECTOR 0.30 X 0 0 0 KEVIN AKERS DIRECTOR 0.30 X 0 0 0 WANN BANKS DIRECTOR 0.30 X 0 0 0 STEPHANIE BERNAL 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 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 PAIGE WILBUR DIRECTOR 0.30 X 0 0 0 SHANNON FREEZE 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 DEE VELVIN DIRECTOR 0.30 X 0 0 0 BOB WHITE DIRECTOR 0.30 X 0 0 0 HARSH AGARWAL DIRECTOR 0.30 X 0 0 0 MARIO LOPEZ DIRECTOR 0.30 X 0 0 0 ADAM MEDRANO DIRECTOR 0.30 X 0 0 0 KIM QUINN DIRECTOR 0.30 X 0 0 0 TAMMY RICHARDS DIRECTOR 0.30 X 0 0 0 SHANNON WOODS DIRECTOR 0.30 X 0 0 0 ANDREW PALEY DIRECTOR 0.30 X 0 0 0 CHAD PARK DDS PAST-CHAIR 0.50 X 0 0 0 DEN BISHOP CHAIR ELECT 0.50 X 0 0 0 REBECCA J WYNNE CHAIR 1.00 X X 0 0 0 TODD NORDEEN PLANNING CHAIR 0.50 X X 0 0 0 SEJAL DESAI CORPORATE SECRETARY 0.50 X X 0 0 0 JEFF VANDERBILT TREASURER 0.50 X X 0 0 0 686318 0 96081 3 0 1 0 SYNERGY ENVIRONMENTAL SERVICES LLC 4908 VESTA FARLEY RD FORT WORTH TX 76119 HVAC 321973 EMERGENT COMMUNITY DEVELOPMENT CORPORATI 1140 EMPIRE CENTRAL DR STE 260 DALLAS TX 75247 HOME REPAIRS 108140 2 162500 1302211 2062293 3341302 435836 6868306 GUARDIANSHIP FEES 900099 38234 38234 38234 130854 130854 1479804 1484251 -4447 -4447 -4447 203364 1302211 247231 -43867 -43867 MISCELLANEOUS REVENUE 900099 11871 11871 11871 7000951 38234 0 94411 936301 936301 716921 333641 138955 244325 2993052 2356969 274100 361983 139923 132135 7668 120 412030 293228 76519 42283 260593 194327 26286 39980 35802 25778 5728 4296 8017 2492 5525 287750 28799 7599 251352 121712 78366 25732 17614 121162 96079 15326 9757 222023 154762 42910 24351 122975 121181 947 847 50600 48413 1205 982 268921 268921 STIPEND 562827 562827 PROGRAM SUPPLIES 69483 29164 16821 23498 DUES & SUBSCRIPTIONS 54153 44853 5000 4300 VOLUNTEER RECOGNITION 44882 41859 2871 152 183440 147342 23959 12139 7612567 5626024 943039 1043504 1567229 1183611 704956 438446 183034 93234 11345 28078 8011426 3563889 4370812 4447537 4197559 4807325 25965 38250 11060900 11036481 139532 103871 167968 199939 25965 38250 333465 342060 X 8401239 8574791 2326196 2119630 10727435 10694421 11060900 11036481 -611616 578602 0 X X 0 1 X 1 1 1 X 5926363 7245945 8215035 7378712 6870056 35636111 5926363 7245945 8215035 7378712 6870056 35636111 3649816 31986295 10115 62184 62022 92028 130854 357203 26331 12195 20079 14598 11871 85074 36078388 671341 0.88660 0.90830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1381450 1381450 5670997 2785287 2885710 67475 59887 7588 891504 718715 172789 4447537 PUBLICLY TRADED SECURITIES 4807325 C 4807325 DEFERRED COMPENSATION BENEFITS 38250 38250 X 7860774 578602 33990 247231 859823 7000951 0 7000951 7893788 33990 247231 281221 7612567 0 7612567 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 247,231. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 247,231. SPIRIT LUNCHEON 1063565 924419 139146 917 67562 71584 1025 32717 SAGE SOCIETY 237566 213832 23734 23734 9208 2 204444 163960 40484 11496 127 9900 18961 1505575 1302211 203364 917 79058 95445 10925 60886 247231 -43867 1 ASSIST LOW INCOME CLIENTS IN PAYING THEIR UTILITY BILLS 6581 543801 392500 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 226500 0 21600 0 1980 0 17280 0 9436 0 276796 0 0 0 HASSAN TAHAT CFO 142758 0 10000 0 0 0 11347 0 14076 0 178181 0 0 0 RENAE PERRY COO 127288 0 10000 0 0 0 10101 0 7701 0 155090 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 SHARING THE WARMTH 0 392500 COST X SUPPLIES 261 25860 THRIFT SHOP VALUE X MEALS 4264 17476 COST 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.