2025-10-23T11:56:43-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 311354284 SOURCEPOINT SOUR 7403636677 800 CHESHIRE ROAD DELAWARE OH 43015 BRITTANY MAUFORT CFO 7403636677 2025-10-21 1 1 DAVID REAPE P00068117 2168311200 2025-10-21 2024 2025-03-06 01:10:19Z BRITTANY MAUFORT 800 CHESHIRE ROAD DELAWARE OH 43015 17397192 0 X WWW.MYSOURCEPOINT.ORG X 1992 OH THE MISSION OF SOURCEPOINT IS TO HELP OUR COMMUNITY SET A COURSE TO LIVE WELL AFTER 55. 18 17 125 731 8186 0 11761790 13135753 1231342 1512713 348368 571570 28184 -7831 13369684 15212205 807480 429900 0 0 6194495 6520564 0 0 125672 6303481 7202569 13305456 14153033 64228 1059172 16293567 17615709 1100707 1040149 15192860 16575560 X THE MISSION OF SOURCEPOINT IS TO HELP OUR COMMUNITY SET A COURSE TO LIVE WELL AFTER 55. 0 0 5668660 830387 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. 3886531 429900 445720 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. 2489974 236606 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. 426998 COMMUNICATIONS AND OUTREACH 426998 12472163 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 125 0 1 125 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X X BRITTANY MAUFORT 7403636677 800 CHESHIRE ROAD DELAWARE OH 43015 RANDY BOURNIQUE DIRECTOR 1.00 X 0 0 0 WILLIAM BILL BROWN DIRECTOR 1.00 X 0 0 0 ADRIENNE CORBETT DIRECTOR 1.00 X 0 0 0 RON FANTOZZI DIRECTOR 1.00 X 0 0 0 BETH FLIGNER PRESIDENT 1.00 X X 0 0 0 PAMELA FOSTER VICE PRESIDENT 1.00 X X 0 0 0 ALICE FRAZIER PRESIDENT 1.00 X 0 0 0 LIZ GITTER SECRETARY 1.00 X 0 0 0 ANNIE HORSTMAN DIRECTOR 1.00 X 0 0 0 WREN KRUSE DIRECTOR 1.00 X 0 0 0 DENNIS MOWREY TREASURER 1.00 X 0 0 0 JOANN RICHARDS DIRECTOR 1.00 X 0 0 0 GRETCHEN ROBERTS PAST PRESIDENT / DIRECTOR 1.00 X 0 0 0 JANE TAYLOR DIRECTOR 1.00 X 0 0 0 SHERRY THOMPSON DIRECTOR 1.00 X 0 0 0 MICHAEL TUCKER DIRECTOR 1.00 X 0 0 0 ROGER VAN SICKLE DIRECTOR 1.00 X 0 0 0 JODI WEGMILLER DIRECTOR 1.00 X 0 0 0 FARA WAUGH CHIEF EXECUTIVE OFFICER 40.00 X 198014 0 37471 TIM PATTON CHIEF FINANCIAL OFFICER 40.00 X 92838 0 18467 BRITTANY MAUFORT CHIEF FINANCIAL OFFICER 40.00 X 47962 0 508 338814 0 56446 1 0 1 0 INTERIM HOMEMAKER PO BOX 632151 CINCINNATI OH 45263 HOME CARE SERVICES 425406 DATA TRANSPORTATION 119 HENDERSON COURT DELEWARE OH 43015 TRANSPORTATION 423664 CAREGIVER USA 2548 BILLINGSLEY ROAD COLUMBUS OH 43235 HOME CARE SERVICES 390969 RIGHT AT HOME 7904 NORMA CT LEWIS CENTER OH 43035 HOME CARE SERVICES 314607 WILLOW BROOK CHRISTIAN VILLAGE 100 DELAWARE CORSSING WEST DELAWARE OH 43015 HEALTH CARE 243657 13 30802 12543550 561401 24215 13135753 SERVICE FEES 900099 1512491 1512491 OTHER PROGRAM REVENUES 900099 222 222 1512713 539157 539157 2199620 2167207 32413 32413 32413 1763 30802 17780 -16017 -16017 AD REVENUE 511120 8186 8186 8186 15212205 1512713 8186 555553 X 429900 429900 395260 395260 4394284 3880348 452582 61354 315742 268905 42495 4342 1042678 876948 151569 14161 372600 301756 65971 4873 29356 29356 4239322 4223214 16105 3 32290 25574 4987 1729 132796 84009 44740 4047 149677 92298 53279 4100 705723 639595 66128 133174 101844 16631 14699 276724 271971 3684 1069 80204 72689 7515 RAW FOOD/KITCHEN 881626 881626 OPERATING SERVICE FEES 242701 201560 39401 1740 BAD DEBTS 138496 138496 SUPPLIES 107044 93532 5830 7682 53436 26394 21169 5873 14153033 12472163 1555198 125672 3833304 6463802 1532215 1547056 774783 237110 112740 105856 164314 125702 4193291 2848074 1440363 1345217 7850393 7554396 585455 236570 16293567 17615709 1007061 936936 44260 40139 49386 63074 1100707 1040149 X 14439897 16185653 752963 389907 15192860 16575560 16293567 17615709 1059172 323528 0 X X 0 1 X 1 1 1 X 3233974 2299866 2130159 2560038 2670670 12894707 8531935 8743331 9082645 9201752 10465083 46024746 370227 464000 464000 464000 346244 2108471 12136136 11507197 11676804 12225790 13481997 61027924 61027924 145958 219464 209438 378761 539157 1492778 75305 19900 19150 114355 62635057 5076674 0.97430 0.97710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: AD REVENUE - 2020 AMOUNT: $ 65,850. 2021 AMOUNT: $ 19,900. 2022 AMOUNT: $ 19,150. CATERING REVENUE - 2020 AMOUNT: $ 9,455. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1855867 1229007 626860 1896227 1385152 511075 441197 233915 207282 1345217 15524157 323528 323528 15200629 11576 11576 15212205 14141457 17780 17780 14123677 29356 29356 14153033 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 29,356. FUNDRAISING EVENT EXPENSE -17,780. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 17,780. 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. FALL FUNDRAISER 32565 30802 1763 1473 14028 1999 280 32565 30802 1763 1473 14028 1999 280 17780 -16017 1 ALZHEIMER'S ASSOCIATION OF CENTRAL OHIO 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 60601 133039601 501(C)(3) 47000 0 SUPPORTIVE SERVICES FOR INDIVIDUALS/CAREGIVERS LIVING WITH DEMENTIA CANCER SUPPORT COMMUNITY 1200 OLD HENDERSON RD COLUMBUS OH 43220 201388385 501(C)(3) 5500 0 COMMUNITY-BASED CANCER EDUCATIONAL PROGRAMS CATHOLIC SOCIAL SERVICES (SR COMP) 197 E GAY ST 2ND FLOOR COLUMBUS OH 43215 314379437 501(C)(3) 24000 0 SENIOR COMPANION PROGRAM- PROVIDES COMPANIONSHIP TO INDIVIDUALS LACKING SOCIAL SUPPORT, ARE ISOLATED AND/OR ARE LONELY CENTRAL OHIO AREA AGENCY ON AGING 3776 S HIGH ST COLUMBUS OH 43207 316400223 501(C)(3) 10000 0 PROGRAM SUPPORT FOR THE VOLUNTEER GUARDIAN PROGRAM COMMON GROUND FREE STORE 193 E CENTRAL AVE DELAWARE OH 43015 542185851 501(C)(3) 14300 0 OFFERS CLOTHING, HOUSEHOLD AND PERSONAL CARE ITEMS TO INDIVIDUALS IN NEED DELAWARE COUNTY DISTRICT LIBRARY 84 E WINTER ST DELAWARE OH 43015 316401203 115 7200 0 WEBSITE UPDATE TO IMPROVE ACCESSIBILITY FOR OLDER ADULTS FOR INFORMATION, MATERIALS AND PROGRAMS DELAWARE GUARDIANSHIP SERVICES BOARD 145 N UNION ST DELAWARE OH 43015 316400065 115 7500 0 TO PROVIDE GUARDIANSHIP SERVICES TO INDIVIDUALS 55+ WHO DO NOT HAVE APPROPRIATE GUARDIAN CANDIDATES IN THE COMMUNITY DELAWARE SPEECH AND HEARING CENTER 494 W CENTRAL AVE DELAWARE OH 43015 310739192 115 84000 0 FINANCIAL ASSISTANCE FOR HEARING AND SPEECH HEALTH SERVICES FIRST PRESBYTERIAN CHURCH 73 W WINTER ST DELAWARE OH 43015 314383796 115 10000 0 LAUNDRY LOVE PROGRAM- FREE LAUNDRY SERVICE TO INDIVIDUALS IN DELAWARE COUNTY UNABLE TO AFFORD OR HAVE ACCESS TO LAUNDRY SERVICE GRACE CLINIC 40 S FRANKLIN ST DELAWARE OH 43015 270415624 501(C)(3) 35000 0 FREE MEDICAL/HEALTH SERVICES; DENTURE PROGRAM HELPLINE OF DELAWARE & MORROW COUNTIES INC-CONNECTIONS 11 N FRANKLIN ST DELAWARE OH 43015 310858350 501(C)(3) 49500 0 MATCHES OLDER ADULTS TO VOLUNTEER OPPORTUNITIES IN DELAWARE COUNTY HELPLINE OF DELAWARE & MORROW COUNTIES INC- SAGES & SEEKERS 11 N FRANKLIN ST DELAWARE OH 43015 310858350 501(C)(3) 5150 0 INTERGENERATIONAL 8-WEEK SERIES CONNECTING OLDER ADULTS WITH HIGH SCHOOL STUDENTS HELPLINE OF DELAWARE & MORROW COUNTIES INC-SENIOR COMPANION 11 N FRANKLIN ST DELAWARE OH 43015 310858350 501(C)(3) 41250 0 PROVIDES COMPANIONSHIP TO INDIVIDUALS LACKING SOCIAL SUPPORT, ARE ISOLATED AND/OR ARE LONELY HUMANE SOCIETY OF DELAWARE COUNTY 4920 ST RT 27 E DELAWARE OH 43015 310956829 501(C)(3) 10000 0 PET CARE ASSISTANCE PROGRAM (PCAP) INCLUDING VACCINES, MEDICATION, RESPITE, SURGERIES AND GROOMING LUTHERAN SOCIAL SERVICES 1105 SCHROCK RD STE 100 COLUMBUS OH 43229 314412586 501(C)(3) 18000 0 FOOD PANTRY ASSISTANCE FOR 55+ NATIONAL ALLIANCE FOR MENTAL ILLNESS (NAMI) DELAWARE AND MORROW COUNTIES 814 BOWTOWN RD PO BOX 601 DELAWARE OH 43015 273448885 115 25000 0 MENTAL HEALTH RECOVERY SUPPORT AND EDUCATIONAL PROGRAMMING OHIOHEALTH FOUNDATION DRIVE PROGRAM 3430 OHIOHEALTH PKWY COLUMBUS OH 43202 237446919 501(C)(3) 23000 0 DRIVING EVALUATIONS AND TRAINING OHIO WESLEYAN- LIFELONG LEARNING 61 S SANDUSKY ST DELAWARE OH 43015 314379585 501(C)(3) 7500 0 ADULT EDUCATIONAL PROGRAMMING UNITY COMMUNITY CENTER 50 A ROSS ST DELAWARE OH 43015 275004660 115 6000 0 EXPANSION OF FREE OLDER ADULT PROGRAMMING 13 6 PART I, LINE 2: 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 0 1 0 0 0 0 0 0 0 FARA WAUGH CHIEF EXECUTIVE OFFICER 160417 0 0 0 37597 0 12506 0 24965 0 235485 0 0 0 PART I, LINE 4B SECTION 457 (B) DEFERRED COMP PLAN: FARA WAUGH DEFERRED $4,876 TO THE 457 PLAN. FORM 990, PART VI, SECTION B, LINE 11B 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, SECTION B, LINE 12C 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, SECTION B, LINE 15A 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 VI, SECTION C, LINE 19 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 IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 86,978. MANAGEMENT AND GENERAL EXPENSES 36. FUNDRAISING EXPENSES 3. TOTAL EXPENSES 87,017. OTHER FEES: PROGRAM SERVICE EXPENSES 91,759. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,759. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 23,025. MANAGEMENT AND GENERAL EXPENSES 16,069. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,094. PROVIDER SERVICES: PROGRAM SERVICE EXPENSES 4,021,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,021,452. 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.