2025-05-13T15:03:43-05:00 2024-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-07-01 351341437 AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGIN 2607451200 8101 W JEFFERSON BLVD FORT WAYNE IN 46804 CONNIE BENTON WOLFE CEO 2607451200 2025-05-02 1 1 SHAWN D DREIMAN CPA P00380913 3178413393 2025-04-29 2023 2025-03-06 01:10:19Z CONNIE BENTON WOLFE 8101 W JEFFERSON BLVD FORT WAYNE IN 46804 18894700 0 X NA X 1974 IN TO PROMOTE DIGNITY, INDEPENDENCE, AND ADVOCACY FOR ALL OLDER ADULTS AND PERSONS WITH DISABILITIES. 11 11 205 12 0 0 8947934 11690231 5665439 6160833 0 0 2575081 1043636 17188454 18894700 0 0 0 0 8601945 9751835 0 0 0 9193898 8795728 17795843 18547563 -607389 347137 6549060 7297427 2104681 2505911 4444379 4791516 X TO PROMOTE DIGNITY, INDEPENDENCE, AND ADVOCACY FOR ALL OLDER ADULTS AND PERSONS WITH DISABILITIES. 0 0 1789104 628910 NUTRITION - PROVIDES MEALS THROUGH AN EXTENSIVE HOME-DELIVERED MEALS ON WHEELS NETWORK AND AT COMMUNITY SITES (ALSO KNOWN AS CONGREGATE) MONDAY THROUGH FRIDAY (BARRING HOLIDAY OR EMERGENCY CLOSINGS), WITH WEEKEND MEAL OPTIONS AVAILABLE, IN A NINE-COUNTY REGION OF NORTHEAST INDIANA. 3584531 1260041 AREA AGENCY ON AGING - AS THE AREA III AREA AGENCY ON AGING, THE ORGANIZATION IS THE PRIMARY RESOURCE FOR AGING AND DISABLED POPULATIONS IN EITHER PROVISION OF SERVICES OR FUNDING SERVICES. 8805106 3095187 CASE MANAGEMENT - A FORMAL SYSTEM OF ASSESSMENT, CARE PLANNING, AND EVALUATION OF SERVICES TO ASSIST QUALIFIED CLIENTS IN REALIZING AND MAINTAINING THEIR INDEPENDENCE. ADDITIONALLY, THE PROGRAM DIVERTS INDIVIDUALS FROM NURSING HOMES, ALLOWING THEM TO REMAIN SAFELY IN THEIR HOMES. ALSO, PRE-ADMISSION SCREENINGS ARE PERFORMED TO DETERMINE AN INDIVIDUAL'S ELIGIBILITY FOR ADMISSION TO, OR CONTINUED RESIDENCE IN, A NURSING FACILITY IN OUR NINE-COUNTY REGION. 3347431 1176695 OTHER 3347431 1176695 17526172 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 61 0 1 205 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X AARON SHAPIRO 2607451200 8101 W JEFFERSON BLVD FORT WAYNE IN 46804 KELLY ABOUHALKAH BOARD MEMBER 1.00 X 0 0 0 ABRAHAM SCHWAB BOARD MEMBER 1.00 X 0 0 0 FEN-LEI CHANG BOARD MEMBER 1.00 X 0 0 0 JESICA THORSON BOARD MEMBER 1.00 X 0 0 0 MITCHELL STUCKY MD BOARD MEMBER 1.00 X 0 0 0 BARBRA FRYMIER BOARD MEMBER EMERITUS 1.00 X 0 0 0 ZACHARY BENEDICT BOARD MEMBER 1.00 X 0 0 0 KEITH HUFFMAN CHAIRMAN 1.00 X 0 0 0 KRISTI HARKENRIDER VICE PRESIDENT 1.00 X 0 0 0 SARAH EARLS TREASURER 1.00 X 0 0 0 JULIE FLECK SECRETARY 1.00 X 0 0 0 CONNIE BENTON WOLFE PRESIDENT 37.00 1.00 X 433548 0 68644 AARON SHAPIRO SRVP OF FINANCE 37.00 1.00 X 260023 0 54936 693571 0 123580 2 0 1 0 TRIO COMMUNITY MEALS 100 VALLEY DR SUITE 200 PESRL MS 39208 MEALS 919897 SENIOR 1 CARE 5750 COVENTRY LN SUITE 101 FORT WAYNE IN 46804 SENIOR CARE SERVICES 337883 SYMPLEXITYCORSICA TECHNOLOGIES PO BOX 1926 AUGUSTA GA 309031926 IT SERVICES 301519 FIRST BANKCARD PO BOX 2818 OMAH NE 681032818 CREDIT 296343 COMMUNITY CARE HUB OF INDIANA 8101 W JEFFERSON BLVD FORT WAYNE IN 46804 SENIOR CARE SERVICES 250000 14 10997041 693190 309579 11690231 MEDICARE WAIVER INCOME 900099 4507336 4507336 PROGRAM INCOME 624210 1588158 1588158 COST SHARES 900099 65339 65339 6160833 OTHER INCOME 900099 1621918 1621918 INVESTMENT IN PACE 900099 -578282 -578282 1043636 18894700 6160833 0 1043636 817151 769961 47190 8934684 8418715 515969 17181 17181 831291 751875 79416 40029 39049 980 120083 111521 8562 2018582 2014315 4267 293462 268807 24655 90657 61122 29535 3633 358 3275 191757 191757 97586 84400 13186 HOMEHEALTH CARE 2690120 2688923 1197 FOOD 1006609 1006609 TRANSPORTATION SERVICES 374673 374673 IN KIND EXPENSE 309579 254224 55355 710486 681620 28866 18547563 17526172 1021391 0 2296899 1616285 1508240 1752347 2252149 3989543 706952 965286 234126 160481 1617422 1096624 684091 520798 -1133397 -1707313 6549060 7297427 1684448 2481791 393991 5292 26242 18828 2104681 2505911 X 4411094 4762776 33285 28740 4444379 4791516 6549060 7297427 347137 0 X 0 1 X 1 1 1 X 7627515 7253635 7424692 8947934 11690231 42944007 7627515 7253635 7424692 8947934 11690231 42944007 42944007 1113913 1323527 1607687 2575081 1043636 7663844 50607851 24256823 0.84860 0.88380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1617422 1096624 520798 520798 X 18976494 81794 81794 18894700 0 18894700 18629357 81794 81794 18547563 0 18547563 PART X, LINE 2: THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. X 0 0 0 0 0 0 0 0 0 CONNIE BENTON WOLFE PRESIDENT 433548 0 0 0 0 0 50738 0 17906 0 502192 0 0 0 AARON SHAPIRO SRVP OF FINANCE 260023 0 0 0 0 0 42633 0 12303 0 314959 0 0 0 X GOODS & TRANSPORTATION 0 309579 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A COPY OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE IT IS SIGNED AND FILED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C ACCEPTANCE OF ANY GIFT SHALL BE REPORTED TO THE PRESIDENT, WHO SHALL DETERMINE WHETHER THE GIFT SHALL BE RETURNED OR DONATED TO AIHS. IF DONATED, THE OFFICE ADMINISTRATOR SHALL SEND THE DONOR A LETTER TO MAKE THEM AWARE THAT AIHS WAS THE BENEFICIARY AND NOT ANY ONE INDIVIDUAL EMPLOYED BY AIHS. WORKING FOR A COMPETITOR, OR ASSISTING OTHERS IN COMPETING WITH AIHS, OR SOLICITING OR ACCEPTING EMPLOYMENT WITH ANY CURRENT CUSTOMER OF AIHS, SHALL BE CONSIDERED AS POSSIBLE CAUSE FOR DISMISSAL. ADDITIONALLY, SELF-EMPLOYMENT IN COMPETITION WITH AIHS SHALL BE CAUSE FOR DISMISSAL FROM EMPLOYMENT WITH AIHS. ANY QUESTIONS ON POTENTIAL CONFLICT OF INTEREST MUST BE BROUGHT TO THE ADMINISTRATIVE REVIEW TEAM. TEAM WILL CONSIDER WITHIN 10 WORKING DAYS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA FROM THE "AREA AGENCY SALARY AND BEEFITS SURVEY REPORT" IN SETTING THE PRESIDENT'S COMPENSATION. THEIR DELIBERATIONS ARE DOCUMENTED BY CONTEMPORANEOUS MINUTES. THE PRESIDENT SETS THE VP OF FINANCE'S COMPENSATION BASED ON PERFORMANCE REVIEW AND REFERENCE TO THE SAME COMPARABILITY SURVEY. THE BOARD'S EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA FROM THE "AREA AGENCY SALARY AND BEEFITS SURVEY REPORT" IN SETTING THE PRESIDENT'S COMPENSATION. THEIR DELIBERATIONS ARE DOCUMENTED BY CONTEMPORANEOUS MINUTES. THE PRESIDENT SETS THE VP OF FINANCE'S COMPENSATION BASED ON PERFORMANCE REVIEW AND REFERENCE TO THE SAME COMPARABILITY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. COMMUNITY LIVING RESOURCES LLC 2927 LAKE AVENUE FORT WAYNE IN 46805 474185673 INTEGRATED MEDICAL AND SOCIAL CARE. IN 1563484 1114421 AREA III PROPERTIES INC 2927 LAKE AVENUE FORT WAYNE IN 46805 352143576 OWNER OF REAL ESTATE, LEASED BY THE ORG. IN 501(C)(2) N/A AGING AND IN-HOME SERVICES OF NE IN INC 0 PACE OF NORTHEAST INDIANA 2927 LAKE AVENUE FORT WAYNE IN 46805 351341437 HEALTHCARE IN -579246 -1799569 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 AREA III PROPERTIES INC K 310810 ACCRUAL AREA III PROPERTIES INC Q 498632 ACTUAL