2024-09-17T11:34:26-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 521049443 SENIOR SERVICES OF ISLAND COUNTY SENI 3603211600 PO BOX 939 FREELAND WA 98249 MICHELE CATO EXECUTIVE DIRECTOR 3603211600 2024-09-16 1 1 KURT BENNION CPA P01469618 4252506100 2024-09-16 2023 2024-08-08 14:25:15Z ISLAND SENIOR RESOURCES MICHELE CATO PO BOX 939 FREELAND WA 98249 4582845 0 X WWW.SENIOR-RESOURCES.ORG X 1973 WA MEET THE CHALLENGES AND SHARE THE JOYS OF AGING HAND IN HAND WITH THOSE WE SERVE IN ISLAND COUNTY. 7 7 60 256 0 0 3570180 3635739 13500 14600 46412 38263 236 1778 3630328 3690380 0 0 0 0 2386835 2565908 0 0 260578 1219565 1213248 3606400 3779156 23928 -88776 2600928 2550863 261731 290954 2339197 2259909 X ISLAND SENIOR RESOURCES SEEKS TO SHARE THE JOYS AND HELP MEET THE CHALLENGES OF AGING IN OUR ISLAND COUNTY COMMUNITIES BY PROVIDING INTEGRATED PROGRAMS AND SERVICES. 0 0 1367879 0 0 AGING & DISABILITIES RESOURCES (ADR) AND CASE MANAGEMENT HELPED SENIORS, FAMILIES, AND CAREGIVERS IN ISLAND COUNTY ACCESS THE RESOURCES THAT SUPPORT THEIR HEALTH AND WELL-BEING INCLUDING MEDICARE ADVISING, SOCIAL SECURITY PROGRAMS, VETERAN ASSISTANCE, FINANCIAL PROGRAMS, ENERGY ASSISTANCE, MEDICAL TRANSPORTATION, ADULT DAY PROGRAMS, NUTRITIONAL SUPPORT, ASSISTED/SUPPORTED LIVING OPTIONS, RESPITE PROGRAMS, LONG-TERM CARE PLANNING AND CASE MANAGEMENT. OUR FAMILY CAREGIVER SUPPORT EFFORTS PROVIDED SUPPORT, EDUCATION, RESPITE AND RESOURCES FOR UNPAID CAREGIVERS IN ISLAND COUNTY. SERVICES WERE PROVIDED IN-PERSON, BY PHONE OR IN-HOME AS NEEDED. THE ADR STAFF CONNECTED CLIENTS TO RELEVANT PROGRAMS AT SSIC TO ENSURE THEIR FULL RANGE OF NEEDS WERE MET AND MONITORED. (CONTINUED IN SCHEDULE O)ONE CALL OPENS ALL SSIC PROGRAM DOORS. DURING 2023, SSIC RESPONDED TO 4,262 REQUESTS FOR RESOURCES AND SUPPORT. THE GEOGRAPHICAL SERVICE BREAKDOWN IN ISLAND COUNTY WAS 42% NORTH WHIDBEY, 47% SOUTH WHIDBEY AND 11% CAMANO. 1179242 0 14600 SENIOR SERVICES OF ISLAND COUNTY DELIVERED 74,457 MEALS TO THE HOMES OF HUNGRY, ISOLATED SENIORS AND SERVED 18,322 MEALS EITHER FOR PICKUP OR TO EAT IN A COMMUNITY SETTING IN 2023. SSIC ALSO PROVIDED NUTRITIONAL SUPPORT WITH 5,040 LIQUID NUTRITIONAL SUPPLEMENTS AND FARMER'S MARKET VOUCHERS. HOT MEALS AND FROZEN MEALS WERE DELIVERED TO PARTICIPANTS' HOMES THREE TIMES A WEEK BY VOLUNTEERS. WHEN MEALS WERE DELIVERED, VALUABLE WELLNESS CHECK-INS AND HUMAN CONNECTION OCCURRED AT THE CLIENT'S FRONT DOOR, CONTRIBUTING TO REDUCED ISOLATION AND IMPROVED WELL-BEING. THE GEOGRAPHICAL MEAL BREAKDOWN IN ISLAND COUNTY WAS 41% NORTH WHIDBEY, 43% SOUTH WHIDBEY AND 17% CAMANO. 196263 0 0 VOLUNTEER SERVICES & MEDICAID TRANSPORTATION: MORE THAN 60 VOLUNTEERS WERE ACTIVE IN PROVIDING TRANSPORTATION FOR INDIVIDUALS TO MEDICAL APPOINTMENTS. MANY OF THE TRIPS INCLUDED TRIPS TO SEATTLE AREA WHERE VOLUNTEERS WAITED FOR THE CLIENTS FOR 4 TO 8 HOURS TO RETURN THEM HOME. THE RIDES ALSO PROVIDED VALUABLE HUMAN CONVERSATION AND CONNECTION TO CLIENTS. OTHER VOLUNTEERS PROVIDED ASSISTANCE WITH ESSENTIAL ERRANDS AND HOUSEHOLD CHORES. OUR VOLUNTEERS MADE 2,816 TRIPS, DRIVING 228,464 MILES IN 2023, PRIMARILY TO DOCTOR AND HOSPITAL APPOINTMENTS. IN OCTOBER 2023, OUR VOLUNTEER SERVICES MEDICAL TRANSPORTATION WAS PLACED ON HOLD WHILE WE DESIGNED A MORE SUSTAINABLE SERVICE. 112263 0 0 WE IMPLEMENTED THE OUTREACH & COMMUNITY EDUCATION PROGRAM IN 2019 TO INCREASE AWARENESS IN THE COMMUNITY ABOUT NOT ONLY THE SERVICES WE PROVIDE, BUT ALSO A VARIETY OF HEALTH AND WELLNESS TOPICS. USING PRINT MEDIA, SOCIAL MEDIA, AND AN ELECTRONIC NEWSLETTER, WE MADE GREAT INROADS INTO EDUCATING, AND MEETING THE INCREASING NEEDS OF, THE DIVERSE COMMUNITIES WE SERVE. PRINT MEDIA REACHED APPROXIMATELY 7,000 HOUSEHOLDS PER MONTH. WE HAD OVER 111,000 VISITS TO OUR WEBSITE, WHICH CONTAINS VALUABLE RESOURCES. OUR SOCIAL MEDIA REACH WAS OVER 485,000 IN 2023. THEE-NEWSLETTER WAS OPENED MONTHLY BY 61% OF RECIPIENTS. 6017 0 0 ADULT DAY SERVICES PROVIDED SUPPORT GROUPS WERE ALSO FACILIATED FOR THOSE LIVING WITH ALZHEIMER'S, PARKINSON'S OR OTHER DEBILITATING CONDITIONS, AS WELL AS FOR CAREGIVESR FOR THESE INDIVIDUALS. THIS PROGRAM IS EXTREMELY WELL-RECEIVED AS THE ONLINE PRESENTATION MADE PARTICIPATION EASIER FOR INDIVIDUALS TO ATTEND. IN 2023, SSIC LED 105 SUPPORT GROUPS FOR A TOTAL OF 1,424 ATTENDEES. 398914 0 -224 ALL OTHER PROGRAMS 517194 0 -224 3260578 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MICHELE CATO 3603211600 PO BOX 939 FREELAND WA 98249 MICHELE CATO EXECUTIVE DIRECTOR 60.00 X 108863 0 12095 LEIGH ANDERSON CONSULTING FINANCE DIRECTOR 35.00 X 0 0 0 JUNE NAILON PRESIDENT (THROUGH JULY 2023) 3.00 X X 0 0 0 JAN BAHNER BIARD MEMBER & PRESIDENT 3.00 X X 0 0 0 KATHRYN BEAUMONT VICE PRESIDENT 3.00 X X 0 0 0 LORI CHRISTIAN TREASURER (THROUGH FEBRUARY 2023) 1.00 X X 0 0 0 JASON PRYDE SECRETARY/TREASURER 4.00 X X 0 0 0 CANDACE ALLEN BOARD MEMBER 1.00 X 0 0 0 NANCY BOLIN-ROMANSKI BOARD MEMBER (THROUGH NOVEMBER 2023) 1.00 X 0 0 0 MIKE ETZELL BOARD MEMBER (THROUGH MAY 2023) 1.00 X 0 0 0 MARK HARRINGTON BOARD MEMBER 2.00 X 0 0 0 CHRISTINE SCHACKER BOARD MEMBER 1.00 X 0 0 0 MARTIN SMITH BOARD MEMBER (APRIL 2023 ONLY) 1.00 X 0 0 0 SARAH STITELER BOARD MEMBER 1.00 X 0 0 0 108863 0 12095 1 0 0 0 ML ANDERSON CPA PLLC 4111 E MADISON ST STE 2 PO BOX 26 SEATTLE WA 98112 FINANCIAL CONSULTING 153475 1 2006499 1629240 716596 3635739 SERVICE FEES 624110 14600 14600 14600 13527 13527 200000 175264 24736 24736 24736 496 0 496 496 716977 717201 -224 -224 MISCELLANEOUS REVENUE 900099 1506 1506 1506 3690380 14376 0 40265 120959 105234 4838 10887 2009325 1808645 61176 139504 277759 252053 6736 18970 157865 143009 3931 10925 209060 146596 39839 22625 39452 27664 7518 4270 7013 6347 284 382 130145 62173 29229 38743 9913 5748 2674 1491 144590 60242 78130 6218 175688 171250 4438 1767 1722 45 66541 60278 6263 35171 29323 5565 283 SUPPLIES 361939 355028 5435 1476 MISCELLANEOUS 31969 25266 1899 4804 3779156 3260578 258000 260578 326197 399984 148880 203933 16415 19953 11154 15830 2925388 1440719 1530787 1484669 545176 402852 22319 23642 2600928 2550863 238688 265214 333 1949 22710 23791 261731 290954 X 2339197 2259909 2339197 2259909 2600928 2550863 -88776 9488 0 X X 0 1 X 1 0 X 3232213 3037712 3923659 3570180 3635739 17399503 3232213 3037712 3923659 3570180 3635739 17399503 198444 17201059 16989 14198 18629 14738 13527 78081 8554 3691 107 236 2002 14590 17492174 3243021 0.98340 0.98010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE CHARITABLE GAMING REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 559827 559827 459335 459335 1869795 940161 929634 596258 500558 95700 1484669 RIGHT-OF-USE LEASE LIABILITIES 23791 23791 X 4417069 9488 717201 726689 3690380 0 3690380 4496357 717201 717201 3779156 0 3779156 PART V, LINE 4: THE ENDOWMENT CONTAINED ONE FUND ESTABLISHED TO SUPPORT SENIOR SERVICES. DURING THE YEAR ENDED DECEMBER 31, 2019, THE ENDOWMENT WAS DISSOLVED AND THE REMAINING ASSETS WERE RELEASED TO SENIOR SERVICES OF ISLAND COUNTY. PART X, LINE 2: SENIOR SERVICES OF ISLAND COUNTY HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES AND ARE OPEN TO EXAMINATION FOR THE THREE PREVIOUS YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF DONATED INVENTORY SOLD AT THRIFT STORE 717,201. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF DONATED INVENTORY SOLD AT THRIFT STORE 717,201. X 30 MARKET VALUE X 716566 MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE REGULARLY REPORTS TO THE BOARD REGARDING ITS DECISIONS AND SEEKS RATIFICATION WHEN NECESSARY. FORM 990, PART VI, SECTION A, LINE 3 DURING 2023, FINANCIAL MANAGEMENT SERVICES WERE PROVIDED BY ML ANDERSON, CPA, PLLC. LEIGH ANDERSON, CPA, MBA, WAS PAID $153,475 IN 2023 TO SERVE AS THE CONSULTING FINANCE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED IN MARCH 2023 TO (A) CHANGE THE MISSION STATEMENT (B) SIMPLIFY THE VICE PRESIDENT'S AND TREASURER'S RESPONSIBILITIES, (C) ADD THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE, AND (D) ADD A REVENUE DEVELOPMENT COMMITTEE AND A LONG-TERM VISIONING COMMITTEE, BOTH UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONSULTING FINANCE DIRECTOR, THEN A PUBLIC INSPECTION COPY OF THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, BOARD MEMBERS, COMMITTEE MEMBERS AND KEY EMPLOYEES. ALL COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE BOARD'S SECRETARY MONITORS THE DISCLOSURE STATEMENTS AND TRANSACTIONS TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. BEFORE A COMMITTEE OR THE BOARD CONSIDERS A TRANSACTION INVOLVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. ONCE SUCH DISCLOSURE HAS OCCURRED, THE CONFLICTED INDIVIDUAL LEAVES THE MEETING FOR ALL DISCUSSIONS AND VOTES RELATED TO THE TRANSACTION. IF IT'S UNCLEAR WHETHER A CONFLICT EXISTS, THE REMAINING BOARD/COMMITTEE MEMBERS DETERMINE WHETHER A CONFLICT EXISTS. WHEN APPROPRIATE, ALTERNATIVES ARE INVESTIGATED THAT WOULD NOT INVOLVE A CONFLICT OF INTEREST. IF THE BOARD/COMMITTEE DETERMINES THAT A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY POSSIBLE, THE BOARD/COMMITTEE DETERMINES BY MAJORITY VOTE WHETHER TO ENTER THE TRANSACTION. IF THE BOARD OR A COMMITTEE BELIEVES A PERSON HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THE PERSON IS INFORMED AND GIVEN THE OPPORTUNITY TO RESPOND. IF THE BOARD/COMMITTEE THEN DETERMINES THAT A FAILURE TO DISCLOSE OCCURRED, IT TAKES APPROPRIATELY DISCIPLINARY AND/OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY THE AD HOC HUMAN RESOURCES COMMITTEE AND THE BOARD. IN 2022, REGIONAL COMPARABILITY DATA WAS USED AND THE DECISION WAS DOCUMENTED IN THE BOARD MEETING'S MINUTES. 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 RESPONSIBILITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR.