2025-05-14T13:35:40-05:00 2024-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-07-01 351310387 CICOA AGING & IN-HOME SOLUTIONS INC CICO 3172545465 8440 WOODFIELD CROSSING BLVD 175 INDIANAPOLIS IN 46240 MICHAEL JOHNSON CFO 3172545465 2025-05-14 1 0 SHAWN D DREIMAN CPA P00380913 3178413393 2025-05-14 2023 2025-03-06 01:10:19Z TAUHRIC BROWN 8440 WOODFIELD CROSSING BLVD 175 INDIANAPOLIS IN 46240 0 0 X WWW.CICOA.ORG X 1974 IN CICOA AGING & IN-HOME SOLUTIONS EMPOWERS OLDER ADULTS, THOSE OF ANY AGE WITH A DISABILITY AND FAMILY CAREGIVERS TO ACHIEVE THE GREATEST POSSIBLE INDEPENDANCE, DIGNITY AND QUALITY OF LIFE. 9 9 0 0 0 0 23718711 0 13332303 0 115968 0 145951 0 37312933 0 924881 0 0 0 24535103 0 0 0 0 13904920 0 39364904 0 -2051971 0 14499618 14499618 3427421 3427421 11072197 11072197 CICOA AGING & IN-HOME SOLUTIONS EMPOWERS OLDER ADULTS, THOSE OF ANY AGE WITH A DISABILITY AND FAMILY CAREGIVERS TO ACHIEVE THE GREATEST POSSIBLE INDEPENDANCE, DIGNITY AND QUALITY OF LIFE. 0 0 IN-HOME SERVICES: CICOA'S CARE MANAGERS ASSESS PERSONAL CARE NEEDS DURING AT-HOME VISITS AND COORDINATE THE NEEDED SERVICES INTO A CARE PLAN. THESE SERVICES INCLUDE SUCH THINGS AS ADULT DAY CARE, HOMEMAKER, RESPITE CARE, ATTENDANT CARE, HOME HEALTH AIDE, HOME DELIVERED MEALS AND HOME MODIFICATIONS. NUTRITION: CICOA SERVED 469,688 MEALS TO SENIORS AND PERSONS WITH DISABILITIES THROUGH ITS NEIGHBORHOOD MEAL SITE AND HOME DELIVERED MEAN PROGRAMS IN MARION AND THE SURROUNDING COUNTIES OTHER SUPPORT: CICOA PROVIDES OTHER SUPPORT TO SENIORS AND ADULTS WITH DISABILITIES INCLUDING FUNDS FOR TRANSPORTATION, LEGAL ASSISTANCE, SENIOR SERVICE AGENCIES, AND SOCIAL SERVICES. CICOA ALSO PROVIDES SERVICES TO THOSE WHO MAY NEED HELP WITH THEIR MEDICARE BILLING, FINDING LOCAL SUPPORT, AND CARE OPTIONS FOR FAMILIES THROUGH THEIR ELDER SOLUTIONS PROGRAM. CICOA PROVIDED INFORMATION AND ASSISTANCE TO 45,938 INDIVIDUALS AND FAMILIES. 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL JOHNSON 3178036028 8440 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 PETER BISBECOS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MIKE BROWER 1ST VICE CHAIR 1.00 X X 0 0 0 SONJA BUCKNER-MARION DIRECTOR 1.00 X 0 0 0 CASE CALVERT SECRETARY 1.00 X X 0 0 0 DEANNA CONERLY 2ND VICE CHAIR 1.00 X X 0 0 0 REV REGINALD FLETCHER DIRECTOR 1.00 X 0 0 0 KATHY FRANK CHAIR 1.00 X X 0 0 0 LAURA HAYNES FOUNDATION BOARD CHAIR 1.00 X 0 0 0 MARIE MYERS TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 500 500 7602849 7602849 5262592 5262592 567615 567615 524336 524336 672567 649194 23373 23373 518353 518353 14499618 14499618 2437576 2437576 989845 989845 3427421 3427421 X 11072197 11072197 11072197 11072197 14499618 14499618 0 0 X 0 0 0 X 18783162 18690907 25928492 23718711 87121272 18783162 18690907 25928492 23718711 87121272 87121272 5960 1992 9239 115968 133159 68603 63139 108202 145951 385895 87640326 0.99410 0.99430 X 5709873 5709873 5677643 32230 5709873 1191752 4500000 -14109 5677643 886291 305461 1191752 887468 -1177 886291 0 0 672567 649194 23373 23373 OTHER PAYABLES 989845 989845 X PART X, LINE 2: CICOA AGING & IN-HOME SERVICES, INC. AND CICOA FOUNDATION, INC. ARE EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND A SIMILAR SECTION OF THE INDIANA CODE. AREA III PROPERTIES, INC. IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(2) AND A SIMILAR SECTION OF THE INDIANA CODE. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT GENERALLY INCLUDE ANY PROVISION FOR INCOME TAXES. THE INTERNAL REVENUE SERVICE CLASSIFIES BOTH ENTITIES AS OTHER THAN PRIVATE FOUNDATIONS UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). CICOA AND THE FOUNDATION RECOGNIZE 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. CICOA AGING & IN-HOME SERVICES, INC. AND CICOA FOUNDATION DO NOT EXPECT THE TOTAL AMOUNT OF UNRECORDED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2023. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS, BY A MAJORITY VOTE OF ALL THE MEMBERS OF THE BOARD OF DIRECTORS, SHALL APPOINT FROM THE MEMBERS OF THE BOARD OF DIRECTORS AN EXECUTIVE COMMITTEE WHICH SHALL CONSIST OF THE ELECTED OFFICERS OF THE CORPORATION, THE IMMEDIATE PAST CHAIRMAN, AT LEAST ONE (1) OTHER DIRECTOR ELECTED BY THE BOARD, AND THE CHAIRMEN OF THE COMMITTEES OF THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE EXECUTIVE COMMITTEE SHALL BE THE CHAIRMAN OF THE CORPORATION. SUCH EXECUTIVE COMMITTEE SHALL ACT IN THE PLACE AND INSTEAD OF THE BOARD OF DIRECTORS AND SHALL POSSESS THE SAME AUTHORITY AND POWERS OF THE FULL BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT SUCH EXECUTIVE COMMITTEE SHALL NOT POSSESS THE AUTHORITY AND POWERS OF THE FULL BOARD OF DIRECTORS WITH RESPECT TO AMENDMENT OF THE ARTICLES OF INCORPORATION OR BY-LAWS, THE REMOVAL OF DIRECTORS OR OFFICERS, THE FILLING OF DIRECTOR VACANCIES, THE EMPLOYMENT OR REMOVAL OF THE PRESIDENT, THE SALE OR TRANSFER OF ANY SUBSTANTIAL PART OF THE ASSETS OF THE CORPORATION, THE LIQUIDATION, DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION, OR THE UNDERTAKING OR ENTERING INTO ANY MAJOR CORPORATE TRANSACTION. THE EXECUTIVE COMMITTEE MAY REVIEW REPORTS OF OTHER COMMITTEES, BUT SHALL NOT HAVE AUTHORITY TO MODIFY COMMITTEE REPORTS. AT ANY MEETING OF THE EXECUTIVE COMMITTEE, THE PRESENCE OF A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE, BUT IN NO EVENT FEWER THAN FOUR (4), SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE MANAGEMENT OF THE ORGANIZATION. A COPY OF THE FORM 990 IS PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER AND OFFICER SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY STATING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE STATEMENTS ARE REVIEWED AND MONITORED BY THE CEO OF THE ORGANIZATION. IF A CONFLICT IS NOTED, THE CEO INFORMS THE BOARD CHAIR OF THE CONFLICT. ANY INDIVIDUALS WHO HAVE A CONFLICT OF INTEREST ABSTAIN FROM VOTING ON DECISIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - HR REVIEWED THE SALARIES WITH THE BOARD CHAIR IN OCTOBER 2021. THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE COMPENSATION OF THE CEO ANNUALLY. THE COMMITTEE USES COMPARABILITY DATA TO DETERMINE THE COMPENSATION. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN MARCH 2022. FORM 990, PART VI, LINE 15B - THE COMPENSATION OF THE OTHER EMPLOYEES IS REVIEWED BY THE HUMAN RESOURCES COMPENSATION COMMITTEE AND THE BOARD CHAIR. COMPARABILITY DATA IS USED TO ENSURE COMPENSATION IS REASONABLE. THE DECISIONS ARE DOCUMENTS IN EACH EMPLOYEE'S FILE. THIS PROCESS WAS LAST UNDERTAKEN IN NOVEMBER 2019. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. DUETT INC 8440 WOODFIELD CROSSING BLVD SUITE INDIANAPOLIS IN 46240 TECHNOLOGY SOLUTIONS IN C 0.55000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0