2025-08-11T13:05:23-05:00 2024-09-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2023-10-01 010322531 Aroostook Area Agency on Aging Inc AROO 2077643396 PO Box 1288 Presque Isle ME 04769 Joy Barresi Saucier Executive Director 2077643396 2025-08-11 1 0 Connor Smart P02285543 2078792100 2025-08-11 2023 2025-03-06 01:10:19Z Joy Barresi Saucier PO Box 1288 Presque Isle ME 04769 6338536 0 X www.AroostookAging.org X 1973 ME To assist eldery citizens in northern Maine. 16 16 140 301 1739 739 2559525 3983847 2102260 2197904 401 331 12398 -42891 4674584 6139191 77007 301032 0 0 3253695 3819522 13375 0 0 1500909 1784972 4844986 5905526 -170402 233665 1828064 2271401 899627 1109299 928437 1162102 X To act as a non-profit agency for the planning, administration, sponsorship, operation, and coordination of programs to enhance the welfare, independence, and well-being of the aging population, including older people, those with disabilities, their caregivers, and the general public, throughout Aroostook County. 0 0 5435348 301032 2149352 Social services and other programs to provide food, advocacy, transportation, legal, and other services to assist the elderly citizens in Northern Maine. 5435348 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 140 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Brad Turner Finance Director 2077643396 PO Box 1288 Presque Isle ME 04769 Andrew Birden Director 1.00 0.00 X 0 0 0 Kathie Davis Director 1.00 1.00 X 0 0 0 George Dionne Director (end 1/2024) 1.00 0.00 X 0 0 0 Mary Harbison Director (start 11/2023) 1.00 0.00 X 0 0 0 David Jones Director (end 10/2023) 1.00 0.00 X 0 0 0 Debbie Jones Director (start 4/2024) 1.00 0.00 X 0 0 0 Alva King Director 1.00 0.00 X 0 0 0 Roger Lagasse Director (start 11/2023) 1.00 1.00 X 0 0 0 Linda Nadeau Director (end 11/2023) 1.00 1.00 X 0 0 0 Keith MacKenzie Director 1.00 1.00 X 0 0 0 Dottie Martin Director (start 11/2023) 1.00 0.00 X 0 0 0 Patricia McCain Director 1.00 1.00 X 0 0 0 Robert Meinders Director 1.00 0.00 X 0 0 0 Donald Raymond Director 1.00 1.00 X 0 0 0 Rev Kenneth Phelps President (end 10/2023); Director 1.00 2.00 X X 0 0 0 Barbara Robertson VP (end 10/23); Pres. (start 11/23) 1.00 1.00 X X 0 0 0 Walter Elliott Jr Dir.; Vice Pres. (start 11/2023) 1.00 1.00 X X 0 0 0 Durward Huffman Treasurer 1.00 0.00 X X 0 0 0 Mary Anne Buck Secretary 1.00 1.00 X X 0 0 0 Joy Barresi-Saucier Executive Director 40.00 2.00 X 97465 0 27213 Clint Deschene Finance Director (end 6/2024) 40.00 2.00 X 71346 0 1937 Brad Turner Finance Director (start 8/2024) 40.00 2.00 X 0 0 0 168811 0 29150 1 0 0 0 Buck Construction Inc 645 Mapleton Road Mapleton ME 04757 Construction Services 384605 Voisine Technology Services 63 E Main Street Fort Kent ME 04743 IT Services 224384 2 23528 3660993 299326 3925 3983847 Program service fees 624200 2072079 2072079 Nutrition and meals 722514 74918 74918 Management fees 561000 50907 50907 2197904 331 331 154049 199345 -45296 -45296 -48552 1739 1517 2405 0 2405 2405 6139191 2149352 1739 4253 301032 301032 197961 176052 21909 2926653 2634010 292643 60601 31738 28863 408021 370006 38015 226286 203882 22404 28607 28607 189261 188144 1117 54068 53214 854 382868 368922 13946 331139 325203 5936 179522 177470 2052 48443 42302 6141 20939 18793 2146 65656 65656 45196 39651 5545 Food supplies 330912 330912 Caregiver/respite care 62236 62236 Food programs 26256 26256 Provision for bad debts 11277 11277 8592 8592 5905526 5435348 470178 0 54123 71181 61843 81167 689946 662536 1963416 506899 1022152 1456517 1828064 2271401 267837 294307 52960 631790 762032 899627 1109299 X 898294 983484 30143 178618 928437 1162102 1828064 2271401 233665 0 X X 0 1 X 1 1 1 X 1655729 1726452 1781853 2559525 3983847 11707406 1655729 1726452 1781853 2559525 3983847 11707406 11707406 5036 5280 1303 4474 1848 17941 1138 6105 4144 11387 11736734 11630942 0.99750 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 13420 0 0 0 13420 0 Part II-B, Line 1: Aroostook Area Agency on Aging is a member of various industry associations. Membership with these organizations is supported by annual dues which provides benefits that assist the Agency in the furtherance of its exempt mission. It is possible that a portion of these dues are used by these organizations on lobbying activities with a focus on causes that advance and promote the Agency's charitable mission. The Agency has not been made aware what portion, if any, of the annual dues it pays may have been used to support lobbying activity conducted by these associations. For transparency purposes, the gross amount of dues paid to these member organizations has been reported in total on this Schedule C. During this tax year, the Agency paid dues to the following associations: - USAging: $2,940 - Maine Council on Aging: $8,000 - Homecare and Hospice Alliance of Maine: $2,480 2000 2000 959463 106126 853337 494410 67646 426764 460256 333127 127129 47287 47287 1456517 X 6337045 199344 199344 6137701 1490 1490 6139191 6103380 199344 199344 5904036 1490 1490 5905526 Part X, Line 2: The Agency is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Agency has been deemed to be a public charity and not a private foundation. Accordingly, the Agency does not record a provision for income taxes within its financial statements. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items, including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board (FASB), assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. The Agency has evaluated the positions taken on its filed tax returns. The Agency has concluded no materially uncertain income tax positions existed as of September 30, 2024 and 2023. Part XI, Line 2d - Other Adjustments: Rental expenses 199,344. Part XI, Line 4b - Other Adjustments: In-Kind supplies expense included with revenue 1,490. Part XII, Line 2d - Other Adjustments: Rental expenses 199,344. Part XII, Line 4b - Other Adjustments: In-Kind supplies expense included with revenue 1,490. 1 Respite for ME Grants 81 301032 Part I, Line 2: Respite for ME Grants, funded by the Maine Jobs and Recovery Plan, will allow caregivers to access respite care as well as other services not currently covered by existing programs; and will help relieve the financial hardship that caregivers face. To be eligible for Respite for ME Grants, caregivers must meet at least one of the following criteria: - Adult family member or other informal caregiver 18 years of age or older providing care to individuals 60 years of age or older. - Adult family member or other informal caregiver 18 years of age or older providing care to individuals of any age living with dementia and related diseases, including Alzheimer's. - Relative, not including parent, 55 years of age or older providing care to children under 18 years of age. - Relative, including parent, 55 years of age or older providing care to adults 18 to 59 years of age with disabilities. To be eligible for the Respite for ME Grant Program, caregiver-applicants must also be able to prove or attest that they were negatively impacted and/or suffered economic hardship directly or indirectly associated with the COVID-19 Pandemic. Paid caregivers are not eligible to receive Respite for ME Grants, nor are caregivers providing services to recipients who live in assisted living or nursing facilities. Only one household may apply for this program per year. Recipients of the Respite for ME Grants must submit receipts for covered services before they receive grant funds, and only Maine residents will be considered. Form 990, Part VI, Section A, line 2 Board member Patricia McCain and Board Vice President Barbara Robertson share a family relationship. Form 990, Part VI, Section A, line 6 In accordance with the Organization's bylaws, all citizens who reside in the geographic area of the Organization 55 years of age and older are eligible for membership in the Organization. Citizens who reside in the geographic area of the Organization being under 55 years of age and who support its concept and objectives may become members at-large of the Organization provided that at no time shall the total number of members under age 55 exceed ten percent (10%) of the total membership of the Organization. No person shall be excluded or discriminated against as members of the Organization by reason of race, religion, creed, color, gender, sexual orientation, or national origin. There shall be no membership dues. A member may voluntarily contribute to defray the expenses of the Organization. Anyone desiring to become a member must register with the Organization's Secretary at the annual meeting of the Organization, or at the regional public meetings of the Organization. Members must register yearly to sustain their membership. No person shall be excluded or discriminated against as members of the organization by reason of race, religion, creed, color, sex gender, sexual orientation, or national origin. Form 990, Part VI, Section A, line 7a The Organization has members who have the power to elect or appoint other members of the governing body, including the Organization's officers and board of directors. A nominating committee consisting of three (3) members shall be created by the Board of Directors and shall consist of the Chairman, elected by and from among the members of the board, and two (2) members elected by the board which may include the at-large membership of the organization with the stipulation that each member come from one of the three (3) geographic areas of the organization. The full nominating committee by majority vote shall make nominations for officers no less than 30 days prior to the annual meeting. Nominations for members of the board from each of the three (3) geographic areas are made by the Nominating Committee no less than two (2) weeks prior to the annual meeting. The nominees for officers shall be voted upon at the annual meeting by the members of the organization. If the membership does not approve the nominees, a special meeting shall be scheduled within sixty (60) days and the nominating committee will make nominations for consideration at the special meeting. In the interim, the existing officers shall remain in place. The nominees for the Board of Directors shall be voted upon at the annual meeting by the members of the organization from their respective areas with the exception of the members-at-large who shall be selected by the Board of Directors. Form 990, Part VI, Section A, line 7b The Organization has members who have some powers over the Organization's decision-making and governance policies. The Organization's Board of Directors and Officers generally only serve upon nomination and election by the members. The Organization's operations and policies are directly carried out by the Organization's Board of Directors and active management committees. However, as the Organization's members elect and appoint the Directors and Officers that fulfill these roles, the Organization's members indirectly influence and control the governance and policy decisions that these committees effectuate. Members may also call special meetings of the Board of Directors with a majority petition, and may make requests and appeals to the Organization's Board and its officers. Form 990, Part VI, Section B, line 11b The Organization engages an independent public accounting firm to assist in the preparation of the Organization's audited financial statements and Form 990 tax return filings. After a draft of the Form 990 is prepared, a copy of the draft is circulated with the Organization and its board for its review and approval prior to filing. Form 990, Part VI, Section B, line 12c Each employee and board member is required to be loyal to the interests of the Agency and its constituents and to avoid any and all actual or possible conflicts of interest. An employee or board member may not engage in any activity, practice, or conduct which conflicts with, or appears to conflict with, the interests of the Agency and its constituents. An employee or board member who has a question about any actual or potential conflict of interest or possibly conflicting action must (1) immediately disclose the possible conflict to management, (2) refrain from taking any possibly conflicting action until the action is approved by the employee's supervisor or management, and (3) ask the employee's supervisor or a member of management about the matter. An employee or board member may not engage, directly or indirectly, either on or off the job, in any conduct which is disloyal, disruptive, competitive, or damaging to the Agency. An employee must disclose to management any financial interest that the individual or the individual's family has or may have in any actual or potential vendor to, contractor with, customer of, or competitor of the Agency. An employee or board member may not accept gifts (except those of nominal value, such as candy, pens, or the like) or any special discounts, loans, or other compensation from any actual or potential vendor to, contractor with, or customer of, or constituent of, the Agency. Unless otherwise required by law, an employee or board member may not disclose to any person outside of the Agency any confidential information about the Agency, its operations, or its constituents. An employee or board member may not use directly or indirectly for the individual's personal benefit or the benefit of a third person, or otherwise use against the Agency, any confidential information about the Agency, its operations, or its constituents. No employee of the Agency may serve on the Agency's board of directors. No employee or board member shall be involved in activities which may create a conflict of interest in Agency contracts, procurements and investment. Form 990, Part VI, Section B, line 15 A compensation survey, performed by an independent consultant, addresses comparative wage information for the Executive Director and key employees of the organization. The full board considers this information when approving compensation and benefits to be paid to the Executive Director. Form 990, Part VI, Section C, line 19 All public financial and governing documents are made available upon request and as required by law. Form 990, Part XI, line 2c: The audit process has not changed from the prior year. The Aroostook Agency on Aging Foundation Inc 260 Main Street Presque Isle ME 04769 842486514 Charitable Foundation ME 501(c)(3) Line 10 N/A 0 Caribou Congregate Housing Development Corporation Inc PO Box 1288 Presque Isle ME 04769 222557798 Provide Housing for Elderly Residents ME 501(c)(3) Line 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0