2024-11-15T17:30:54-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 311354284 SourcePoint % BRITTANY MAUFORT SOUR 7403636677 800 Cheshire Road Delaware OH 43015 Brittany Maufort CFO 7402032353 2024-10-01 true true David M Reape CPA P00068117 2168311200 2023 2024-10-15 13:58:12Z Gretchen Roberts 800 Cheshire Road Delaware OH 43015 15327838 false X www.mysourcepoint.org X 1992 OH THE MISSION OF SOURCEPOINT IS TO HELP OUR COMMUNITY SET A COURSE TO LIVE WELL AFTER 55. 19 18 136 728 49451 0 11212804 11761790 918540 1231342 258529 348368 -6239 28184 12383634 13369684 777968 807480 0 0 5797039 6194495 0 0 107511 5860761 6303481 12435768 13305456 -52134 64228 15627668 16293567 961359 1100707 14666309 15192860 X THE MISSION OF SOURCEPOINT IS TO HELP OUR COMMUNITY SET A COURSE TO LIVE WELL AFTER 55. false false 5364737 705206 SOURCEPOINT'S "IN-HOME CARE PROGRAM" PROVIDES SERVICES DESIGNED TO HELP OLDER ADULTS LIVE SAFELY IN THEIR OWN HOMES WITH INDEPENDENCE AND DIGNITY. WE PROVIDE DIRECT ACCESS TO IN-HOME SERVICES, AS WELL AS REFERRALS TO COMMUNITY RESOURCES. IN-HOME SERVICES INCLUDE ADULT DAYCARE, CHORE SERVICES, EMERGENCY RESPONSE SYSTEMS, HOMEMAKER SERVICES, MEDICAL TRANSPORTATION, MENTAL HEALTH COUNSELING, NURSING SERVICES, PERSONAL CARE, AND RESPITE CARE. 3249275 807480 427815 SourcePoint's "Community Programs" provide hundreds of engagement opportunities both on-site at our enrichment center, off-site throughout the county, and online. Programs include fitness, wellness, arts, learning, insurance education, falls prevention, family caregiver support, and more. In addition to the programs we directly provide, SourcePoint awards community grants each year to local organizations that provide other services to older adults. 2743284 97972 SourcePoint's "Nutrition Program" provides older adults regular access to healthy foods through Meals on Wheels, community cafes, and farmers market vouchers for fresh foods from participating markets. 491047 Communications and Outreach 491047 11848343 true true false false false false false false false false true false false false false false true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 98 0 true 136 true true true false false false false true true false false false false false false X 19 18 false false false false false false false true true false false true true true true true true true false false OH X X X BRITTANY MAUFORT 7403636677 800 CHESHIRE ROAD Delaware OH 43015 Fara Waugh Chief Executive Officer 40.0 0.0 X 157812 0 31280 Tim Patton Chief Financial Officer 40.0 0.0 X 96193 0 13367 Kimberly Clewell Advisor 40.0 0.0 X 63562 0 5062 Carlos Crawford Director 1.0 0.0 X 0 0 0 Jack Fette Director 1.0 0.0 X 0 0 0 Alice Frazier Vice President 1.0 0.0 X X 0 0 0 Wren Kruse Director 1.0 0.0 X 0 0 0 Gretchen Roberts President 1.0 0.0 X X 0 0 0 Jane Taylor Director 1.0 0.0 X 0 0 0 Roger Van Sickle Director 1.0 0.0 X 0 0 0 Adrienne Corbett Director 1.0 0.0 X 0 0 0 Dennis Mowrey Treasurer 1.0 0.0 X X 0 0 0 Michael Tucker Director 1.0 0.0 X 0 0 0 Joann Richards Director 1.0 0.0 X 0 0 0 Karen Crosman Director 1.0 0.0 X 0 0 0 Liz Gitter Director 1.0 0.0 X 0 0 0 Pamela Foster Secretary 1.0 0.0 X X 0 0 0 Randy Bournique Director 1.0 0.0 X 0 0 0 William Bill Brown Director 1.0 0.0 X 0 0 0 Ron Fantozzi Director 1.0 0.0 X 0 0 0 Annie Horstman Director 1.0 0.0 X 0 0 0 Cheri Thompson Director 1.0 0.0 X 0 0 0 317567 0 49709 3 false true false Duraline 324 Wemer Street PO Box 67 LEIPSIC OH 45856 incontinence product 241811 Assisting Hands Central Ohio LLC 94 North Sandusky Street Suite 202 DELAWARE OH 43015 homemaker services 257403 DATA Transportation 119 Henderson Court DELEWARE OH 43015 TRANSPORTATION 394380 Interim Homemaker 900 Sharon Valley Road NEWARK OH 43055 Healthcare 386573 Caregiver USA 2548 Billingsley Road COLUMBUS OH 43235 Home Care Services 422489 15 32565 11107966 621259 16119 11761790 SERVICE FEES 900099 1222314 1222314 OTHER PROGRAM REVENUES 900099 9028 9028 1231342 378761 378761 0 0 0 0 0 1906494 1936537 350 -30043 -350 -30393 -350 -30043 0 32565 21267 -21267 -21267 0 0 0 0 0 0 AD REVENUE 511120 49451 49451 49451 13369684 1230992 49451 327451 807480 807480 0 0 0 367275 367275 0 4369552 3841101 466566 61885 258542 226515 29946 2081 833015 711573 114905 6537 366111 300933 62414 2764 0 0 0 0 0 25733 25733 3462681 3391935 70742 4 47313 39478 6444 1391 180811 150788 24613 5410 103034 70325 29582 3127 0 820045 751591 68367 87 55203 30233 17558 7412 0 0 0 0 258324 243078 14059 1187 69039 63209 5750 80 RAW FOOD/KITCHEN 1016658 1016658 SUPPLIES 105402 88372 7008 10022 OPERATING SERVICE FEES 90565 61814 26002 2749 BAD DEBTS 29478 29478 39195 23782 12638 2775 13305456 11848343 1349602 107511 4218548 3833304 1420396 1532215 0 0 155712 774783 0 0 0 0 0 0 134415 112740 133132 164314 4011713 2571350 1388765 1440363 7251518 7850393 0 0 0 0 0 0 925182 585455 15627668 16293567 876790 1007061 45291 44260 39278 49386 0 0 0 0 0 0 0 0 0 0 0 0 961359 1100707 X 13557288 14439897 1109021 752963 14666309 15192860 15627668 16293567 64228 462323 X X false true X true false X 1861278 3233974 2299866 2130159 2560038 12085315 8280464 8531935 8743331 9082645 9201752 43840127 373632 370227 464000 464000 464000 2135859 10515374 12136136 11507197 11676804 12225790 58061301 0 58061301 219102 145958 219464 209438 378761 1172723 0 0 71238 75305 19900 19150 185593 59419617 4557993 0.97714 0.97782 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1849608 1090392 759216 1760497 1278784 481713 401608 202174 199434 1440363 13827541 462323 462323 13365218 25733 -21267 4466 13369684 13300990 21267 21267 13279723 25733 25733 13305456 SCHEDULE D, PART X, FEDERAL INCOME TAXES SourcePoint is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code (the Code), and is exempt from Federal income taxes on related income pursuant to Section 501(a) of the Code. SCHEDULE D, PART XI, LINE 4B TOTAL FUNDRAISING EVENTS EXPENSES $21,267 SCHEDULE D, PART XII, LINE 2D TOTAL FUNDRAISING EVENTS EXPENSES $21,267 Fall Fundraiser 32565 32565 21267 0 32565 32565 21267 21267 -21267 true Alzeheimers Association 1379 Dublin Road Columbus OH 43215 133039601 501(C)(3) 47000 Program Assistance Catholic Social Services 197 East Gay Street Columbus OH 43215 344379437 501(C)(3) 24000 Program Assistance Central Ohio Area on Agency 174 East Long Street Columbus OH 43215 316400223 501(C)(3) 10000 Program Assistance Common Ground Free Store 193 East Central Avenue Delaware OH 43015 542185851 501(C)(3) 14300 Program Assistance Delaware Area Transit Agency 119 Henderson Court Delaware OH 43015 316400065 115 373278 Program Assistance Cancer Support Community 1200 Old Henderson Road Columbus OH 43220 201388385 501(c)(3) 6800 Program Assistance Delaware Speech & Hearing 27 West Central Ave Delaware OH 43015 310739192 115 84216 Program Assistance Grace Clinic 40 S Franklin Street Delaware OH 43015 270415624 501(C)(3) 31000 Program Assistance Helpline of Delaware & Morrow Counties Inc 11 North Franklin Delaware OH 43015 310858350 501(c)(3) 94433 Program Assistance Lutheran Social Services 500 W Wilson Bridge Road STE 245 Worthington OH 43085 314412586 501(c)(3) 21000 Program Assistance OhioHealth Foundation 561 West Central Avenue Delaware OH 43015 237446919 501(C)(3) 26000 Program Assistance People in Need 274 N Sandusky Street Delaware OH 43015 311019655 501(C)(3) 21000 Program Assistance VoiceCorps Reading Services 2955 West Broad Street Columbus OH 43204 341169085 501(c)(3) 6715 Program Assistance NAMI Delaware & Morrow counties 814 Bowtown Road Delaware OH 43015 273448885 501(C)(3) 25000 Program Assistance Humane Society of Delaware County 4920 State Route 37 E Delaware OH 43015 310956829 501(C)(3) 10000 program assistance OWU Life Long Learning Hamilton-Wms Campus Crt 324 Delaware OH 43015 314379585 115 7113 program assistance Grace Dental 40 S Franklin Street Delaware OH 43015 270415624 115 5625 Program Assistance 13 4 Sch I, Part I, Line 2, Procedures for monitoring grant funds: Grants are paid on a reimbursement basis. Grant recipients submit detailed expenditure and programmatic reports either quarterly or monthly, depending upon the amount of funds. After the reports and supporting documentation of expenditures are reviewed by the quality improvement coordinator and approved by the director of client services, a request for payment is then submitted to accounting for payment and approval. All approved grant funds must be used during the grant year. At mid-year, all grants are assessed for progress toward meeting their goals and follow-up is done with individual agencies. All grant recipients are required to submit, with their grant application, their annual independent audit. They are also required to submit their subsequent independent audit for review for the granting period. X X X X X false true false false false false false false false Fara Waugh Chief Executive Officer 157812 0 0 0 0 0 11972 0 19308 0 189092 0 0 0 Sch J, Part I, Line 4b: Section 457 (b) Deferred Comp Plan: Fara Waugh deferred $4,425 to the 457 plan. Form 990, PART VI, Line 11b, 990 review process: Once the 990 is prepared for signature, it is provided to the Board of Directors for review and feedback. Once feedback is received the report is finalized and endorsed by the President of the Board and submitted to the IRS. Form 990, Part VI, Line 12C, Conflict of Interest Policy: Board Directors and Employees must disclose all financial interest in any property which SourcePoint purchases or has a direct or indirect interest in, including a supplier, contractor, grantee, consultant or other entity with which SourcePoint does business. Because it is not possible to write a policy that covers all potential conflicts, board directors and employees are expected to be alert for, disclose and, where possible avoid situations which might be construed as a conflict of interest. Any possible conflict of interest on the part of any board director should be disclosed to the other board directors and made a matter of record, either through an annual procedure or when the interest becomes a matter of board action. Any board director having a conflict of interest or possible conflict of interest should not vote or use his/her personal influence on the matter, and he/she should not be counted a part of the quorum for the meeting for the purpose of the vote. The minutes of the meeting should reflect that a disclosure was made, the abstention from voting and the quorum situation. These restrictions should not be construed as preventing the board directors from briefly stating his/her position in the matter, nor from answering pertinent questions of the other board directors, his/her knowledge could be of assistance to the deliberation. All board directors are required to complete the "Conflict of Interest Statement". This policy will be reviewed by the board annually and all directors will be required to complete and sign a "conflict of interest statement" during orientation. Form 990, Part VI, Line 19, Documents available to the Public: The organizations governing documents and conflict of interest policy are available upon request. The organizations audited financial statements, tax returns, annual report and inspection reports are all available to the public on it's website. Form 990, Part XII, Line 2C, Audit Oversight: The organization has an audit committee separate from the finance committee. The audit committee is comprised of members of the board of directors that oversees the selection of the independent audit firm and meets annually with the audit firm at the conclusion of the financial audit. Form 990, Part VI, Line 15A, compensation of top managment official: Annually, the executive committee of the board of directors serves as a committee to review the executive director's performance and compensation. As part of the performance appraisal process, the committee seeks input from all board members and compiles a report which is presented to the full board. The committee annually reviews compensation data from outside sources, such as national data from GuideStar and state data from the Ohio Association of Non-Profit Organizations (OANO), as well as the Ohio Department of Job and Family Services labor market index. The committee does this review independent of the executive director and makes a report and recommendation to the full board in executive session without the participation of the executive director. Upon the approval of the full board, the employment agreement is amended accordingly, and the compensation is adjusted as indicated for the following year. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:3462681