2025-01-13T08:49:17-06:00 2024-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2023-07-01 561181577 SENIOR RESOURCES OF GUILFORD SENI 3363734816 PO BOX 21993 GREENSBORO NC 27420 DAN MALLARY COMPTROLLER 3363734816 2025-01-13 1 0 JOHN M ROBINSON P01281319 3362944494 2024-12-23 2023 2024-10-15 13:58:12Z ELLEN WHITLOCK PO BOX 21993 GREENSBORO NC 27420 3226031 0 X WWW.SENIOR-RESOURCES-GUILFORD.ORG X 1977 NC TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS IN GREATER GREENSBORO AND HIGH POINT, NORTH CAROLINA. 12 12 55 1003 0 0 1659125 1924808 1191534 1216121 161929 4762 17427 56533 3030015 3202224 910074 803901 0 0 1285081 1398720 0 0 0 806126 965065 3001281 3167686 28734 34538 6418296 6230352 2494014 2130042 3924282 4100310 TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS IN GREATER GREENSBORO AND HIGH POINT, NORTH CAROLINA. 0 0 275184 ACCESS TO SERVICES: PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SENIOR LINE - 4,662 CLIENT CALLS; SOCIAL WORK - 1,192 IN HOME CLIENT VISITS AND 461 CASE ASSISTANCE CLIENTS. CAREGIVER SUPPORT SERVICES ASSISTED 69 CAREGIVERS WITH SERVICES SUCH AS OPTIONS CONSELING, MEMORY CAFE AND RESPITE VOUCHERS. 1908073 803901 1229731 COMMUNITY SERVICES: AS A RESULT OF THE SENIOR LINE CALLS, CLIENT VISITS AND CASE ASSISTANCE, PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS; MEALS ON WHEELS - 119,959 MEALS DELIVERED TO 805 CLIENTS; COMMUNITY NUTRITION - 29,467 MEALS SERVED TO 340 CLIENTS AT A TOTAL OF 7 COMMUNITY NUTRITION SITES; SENIOR CENTER - 1691 CLIENTS INCLUDES IN PERSON AND VIRTUAL ACTIVITIES; REFUGEE PROGRAM - 26 REFUGEES ASSISTED. 374140 VOLUNTEER AND EMPLOYMENT SERVICES: ORGANIZATION RECEIVED $499 WORTH OF DONATED SERVICES AND USE OF FACILITIES, NOT INCLUDED IN EXPENSES, RELATED TO VOLUNTEER AND EMPLOYMENT SERVICES. IN ADDITION, AS A RESULT OF THE SENIOR LINE CALLS, CLIENT VISITS AND CASE ASSISTANCE, PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SHIIP COUNSELING - 383 CLIENTS SERVED AND $16,308 MEDICARE SAVED; FOSTER GRANDPARENTS - 56 VOLUNTEERS PROVIDED 44,270 SERVICE HOURS TO ASSIST 301 SCHOOL AGE CHILDREN; MEALS ON WHEELS - 915 VOLUNTEERS PROVIDED 19,630 SERVICE HOURS; SENIOR WHEELS - 32 VOLUNTEERS PROVIDED 634 SERVICE HOURS WITH 314 RIDES TO MEDICAL APPOINTMENTS. BASED ON NATIONAL AVERAGE FOR VOLUNTEER "VALUE" AT $33.49/HOUR, THE ORGANIZATION RECEIVED APPROXIMATELY $678,641 IN "VALUE" OF VOLUNTEER SERVICE. 2557397 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X DAN MALLARY 3363734816 1401 BENJAMIN PARKWAY GREENSBORO NC 27408 FRANK JOHNS PRESIDENT 1.00 X X 0 0 0 PATTY AIKEN SECRETARY 1.00 X X 0 0 0 STEVE GUY TREASURER 1.00 X X 0 0 0 STEVE OWEN DIRECTOR 1.00 X 0 0 0 WALTER DAVIDSON PHARR MD DIRECTOR 1.00 X 0 0 0 CRYSTAL CODY-CONNER DIRECTOR 1.00 X 0 0 0 DAWNE ILDERTON DIRECTOR 1.00 X 0 0 0 MICHAEL KELLY DIRECTOR 1.00 X 0 0 0 DONNA HONEYCUTT DIRECTOR 1.00 X 0 0 0 MICHELE P LEE DIRECTOR 1.00 X 0 0 0 FELTON WOOTEN DIRECTOR 1.00 X 0 0 0 LORRIE R DAVIS-DICK DIRECTOR 1.00 X 0 0 0 JEFFREY SEGAL MD JD DIRECTOR 1.00 X 0 0 0 TRICIA MENDENHALL DIRECTOR 1.00 X 0 0 0 DAVID A PENLEY DIRECTOR 1.00 X 0 0 0 ELLEN WHITLOCK CHIEF EXECUTIVE OFFICER 37.50 X 103846 0 4069 LYNNE KIRSCH OUTGOING COMPTROLLER 37.50 X 40201 0 3079 RICHARD SITLER INCOMING COMPTROLLER 37.50 X 52230 0 0 196277 0 7148 1 0 0 0 0 161627 17805 1056872 688504 1924808 PROGRAM REVENUE 624100 1216121 1216121 1216121 23349 23349 18587 -18587 -18587 -18587 48143 17805 5220 42923 42923 MISCELLANEOUS REVENUE 624100 13610 13610 13610 3202224 1229731 0 47685 803901 803901 205078 170690 34388 947472 790563 156909 2055 1593 462 165450 128211 37239 78665 61567 17098 28800 13369 15431 19710 9150 10560 133129 109926 23203 59079 51366 7713 46379 40898 5481 58308 58308 167614 167614 32878 25360 7518 STIPENDS AND WAGES 177398 177269 129 MISCELLANEOUS EXPENSE 166995 124381 42614 EQUIP RENTAL & REPAIRS 30725 21357 9368 TRAINING 23950 7696 16254 20100 20100 3167686 2557397 610289 0 6105 25458 1014928 600700 33310 31891 497185 653060 42215 43482 4935726 1022813 4051201 3912913 714583 890904 10449 52950 48320 18994 6418296 6230352 158644 163456 91229 76788 2186537 1857620 57604 32178 2494014 2130042 X 3112207 3325265 812075 775045 3924282 4100310 6418296 6230352 34538 141490 0 X 0 1 X 1 1 1 X 1706479 2385513 1850516 1659125 1972951 9574584 1706479 2385513 1850516 1659125 1972951 9574584 9574584 229484 54441 76431 28314 23349 412019 40166 23167 27006 22541 13610 126490 10113093 6075596 0.94680 0.94280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8984 8984 4535949 690743 3845206 390793 332070 58723 3912913 PAYROLL LIABILITIES 13185 LEASE LIABILITY 18993 32178 X 3349433 141490 499 141989 3207444 -5220 -5220 3202224 3173405 499 5220 5719 3167686 0 3167686 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE AGENCY BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST, IF ANY, ARE NOT MATERIAL TO ITS FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENTS -5,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 5,220. SPRING LUNCHEON 46225 46225 4917 303 GRASSHOPPER GMA PARKING 17805 17805 64030 17805 46225 4917 303 5220 41005 1 MEALS FOR SENIORS AGED 60 AND ABOVE 1145 803901 COST OF MEALS PROVIDED 149,426 FREE MEALS WERE PROVIDED. PART I, LINE 2: MEALS ARE SERVED AT NO CHARGE UNDER FOUR SEPARATE PROGRAMS. 1) MEALS ARE DELIVERED TO SENIORS AGE 60 AND OLDER WHO ARE UNABLE TO PREPARE MEALS FOR THEMSELVES AND HAVE NO ONE AVAILABLE TO ASSIST THEM. 2) NOONTIME MEALS ARE SERVED AT 6 COMMUNITY NUTRITION ACTIVITY CENTERS LOCATED THROUGHOUT GUILFORD COUNTY. 3) PARTICIPANTS AGED 60 AND OLDER WITH ACCESS TO THEIR OWN TRANSPORTATION AND WHO AGREE TO PARTICIPATE IN HEALTH AND WELLNESS WORKSHOPS HELD TWICE QUARTERLY, MAY RECEIVE 8 MONTHLY MEAL VOUCHERS TO THE PEPPER MILL CAFE RESTAURANT. 4) THE RURAL OUTREACH PROGRAM PROVIDES A NOONTIME MEAL ALONG WITH AN ACTIVITY ONCE A MONTH AT 6 SITES IN THE RURAL AREAS OF GUILFORD COUNTY. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE SENT TO THE FULL BOARD TO REVIEW AND APPROVE PRIOR TO FILING. COPIES OF THE EMAILS DELIVERING THE FORM 990 TO THE BOARD MEMBERS ARE MAINTAINED IN THE ORGANIZATION'S PERMANENT RECORDS. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT CONTINUALLY REVIEWS BUSINESS TRANSACTIONS TO ENSURE THERE ARE NO DEALINGS BETWEEN THE ORGANIZATION AND ANY OFFICERS, BOARD MEMBERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, OR PARTIES RELATED TO SUCH PEOPLE. IN ADDITION, NEW HIRES MUST DISCLOSE ANY EXISTING RELATIONSHIPS THEY, OR THEIR FAMILIES, HAVE WITH THE ORGANIZATION, THE BOARD, VENDORS, AND PROGRAM SERVICE RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 15 SALARY ADJUSTMENTS FOR THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS AND KEY EMPLOYEES ARE ANNUAL COST-OF-LIVING ADJUSTMENTS. THE COST-OF-LIVING ADJUSTMENT PERCENTAGE IS APPLIED TO ALL EMPLOYEES EQUALLY. THE BOARD OF DIRECTORS APPROVES THE ORGANIZATION-WIDE COST-OF-LIVING ADJUSTMENT ANNUALLY, WITH INPUT FROM THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, EXEMPTION APPLICATION, AND FORM 990 ARE LOCATED AT THE MAIN OFFICE FOR SENIOR RESOURCES AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE EXEMPTION APPLICATION AND FORM 990S ARE ALSO MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR.ORG.