2026-02-11T18:33:51-07:00 2025-06-30 431403519 McBride Lock & Associates LLC 4151 N Mulberry Dr Suite 275 Kansas City MO 64116 990 2024-07-01 431015585 DISTRICT III AREA AGENCY ON AGING DIST 6607473107 PO Box 1078 Warrensburg MO 64093 Wendy Martin Executive Director 6607473107 2026-02-11 1 1 Matthew Brickey P02380487 8162214559 2026-02-11 X 2024 2025-03-06 01:10:19Z Care Connection for Aging Services Susie Bliss PO Box 1078 Warrensburg MO 64093 7499467 0 X www.goaging.org X 1973 MO Care Connection provides opportunities to create positive aging experiences. 10 10 142 2620 0 0 6418119 5574160 1625726 1649277 6283 5134 196873 228979 8247001 7457550 0 0 0 0 3898545 3774096 4499 2025 17838 3823859 3587300 7726903 7363421 520098 94129 8276238 8437609 1071501 1100623 7204737 7336986 Care Connection provides opportunities to create positive aging experience. 0 0 4657950 0 1642840 Nutrition: Provide hot, nutritious meals in dining rooms weekdays at lunchtime; hot and frozen meals delivered to seniors who are homebound - all to help person avoid isolation, be well nourished, and remain independent. 1193865 0 6437 Supportive services: Provide transportation to medical appointments, senior center activities, or necessary shopping; care management; in-home services; telephone reassurance and recreational activities; assistive items such as consumable supplies, assistive devices, and emergency response devices so that people can remain in their own homes; information and connection to a wide variety of services available in the community; tax preparation for seniors; and limited legal services. 837253 0 0 Special Projects: Provide one-on-one, unbiased counseling to people who need to enroll or compare plans for Medicare, Medicaid, the Federal Health Insurance Marketplace, and the Supplemental Nutritional Assistance Program; and volunteer opportunities for a variety of agency programs and our communities. Operate a statewide Senior Medicare Patrol (SMP) that empowers seniors to find and report Medicare fraud. Provide case management for Veterans Directed Care services. 352470 0 0 Disease Prevention, Family Caregiver, and Ombudsman services: Provide case management, information, training to caregivers of seniors or seniors who are caregivers of others. Provide health education programs and wellness classes that support seniors in living a healthy life and/or managing chronic diseases. Advocate for residents' rights in long-term care facilities. 352470 0 0 7041538 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Wendy Martin 6607473107 106 W Young St Warrensburg MO 64093 Wendy Martin Executive Director 40 0 X 115676 0 13058 Cheryl Munsterman Chief Financial Officer 40 0 X 97292 0 22340 Susie Bliss Chairperson 0 0 X X 0 0 0 Pam Fidler Vice Chairperson 0 0 X X 0 0 0 Terry Bradley Treasurer 0 0 X X 0 0 0 Elaine Paxton Secretary 0 0 X X 0 0 0 Stacey Hutton Director 0 0 X 0 0 0 Judith Stephens Director 0 0 X 0 0 0 Martha Berlin Director 0 0 X 0 0 0 Janelle Segari Director 0 0 X 0 0 0 Joe Aull Director 0 0 X 0 0 0 Joy Guymon Director 0 0 X 0 0 0 212968 0 35398 1 0 0 0 Guardiantrac 215 Broadus St Sturgis MI 49091 Veteran directed care 321954 Lamm Technical Resources LLC 917 South Limit Avenue Sedalia MO 65301 IT services 244924 OATS 2501 Maguire Blvd Columbia MO 65201 Transportation 163984 Four Seasons In-Home Services 908 N 2nd St Clinton MO 64735 In-home services 105039 4 19740 0 126248 0 4927666 500506 0 5574160 Medicaid meals reimbursements 624210 986160 986160 0 0 Program income 624210 663117 663117 0 0 0 0 0 0 1649277 5134 0 0 5134 0 0 0 0 0 0 0 0 0 0 0 0 270896 126248 41917 228979 0 228979 0 7457550 1649277 0 234113 232538 53046 179492 0 2868083 2843887 20416 3780 42188 40266 1898 24 401631 381026 20239 366 229656 214497 14904 255 2025 2025 301622 279758 21864 0 31467 29055 49 2363 81897 79967 1930 0 664104 652486 11618 0 126164 122274 3890 0 130360 115408 14952 0 9141 8746 395 0 Raw food 1089279 1089279 0 0 Contractual 597696 597696 0 0 Home delivery costs 213499 213499 0 0 Program supplies 135155 125102 1028 9025 206916 195546 11370 0 7363421 7041538 304045 17838 5563167 5449559 809307 962661 395366 351874 65986 65220 72839 84432 1715031 1155582 600302 559449 769271 964414 8276238 8437609 625907 497130 17920 11497 427674 591996 1071501 1100623 X 7204737 7336986 0 0 7204737 7336986 8276238 8437609 X 94129 0 0 0 0 38120 X 0 1 X 1 1 1 X 5694027 5374271 6030285 6068396 5264649 28431628 295720 284724 317596 349723 309511 1557274 5989747 5658995 6347881 6418119 5574160 29988902 29988902 288 153 1766 6283 5134 13624 30002526 6922903 0.99955 0.99971 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 306892 0 33291 0 13614 0 326569 305410 0 32858 0 31376 0 306892 282829 0 22581 0 0 0 305410 0 300502 -17673 0 0 0 282829 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1715031 1155582 559449 0 0 0 0 559449 Operating lease right of use assets 568178 Beneficial interest in assets held by community foundation 396236 964414 0 Operating lease right of use liabilities 591996 591996 X 7620507 0 124837 0 38120 162957 7457550 0 0 0 7457550 7488258 124837 0 0 0 124837 7363421 0 0 0 7363421 Schedule D, Part V, Line 4 The Warrensburg Senior Center Endowment Fund is to be held in perpetuity as an irrevocable organizational endowment fund for use in the Center's programs. Schedule D, Part X, Line 2 As required by FASB ASC No. 740, Income Taxes, the Agency evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the Agency's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. Schedule D, Part XI, Line 2d Change in value of beneficial interest Direct Mail 126248 126248 0 0 0 0 0 0 0 Center Events 269161 0 269161 0 0 0 28123 1500 12294 0 395409 126248 269161 0 0 0 28123 1500 12294 41917 227244 Form 990, Part VI, Section A, Line 7a There are no classes of persons with rights that are in addition to the rights of any other persons. Open solicitation for candidates is advertised in the organizations monthly newsletter. Candidates must be a permanent resident of the region for which they serve. One Board member is elected from each County served by the organization. Each candidate must sign an agreement to observe the conflict of interest standard as set forth in the by-laws. Elections are held the first Tuesday after the first Monday of May and advertised in the County seat newspaper at least 7 days prior and posted in each senior center. Terms begin on July 1 and last three years. If a County position becomes vacant, the Board may appoint a member to fill the unexpired term. Form 990, Part VI, Section B, Line 11b The process for review is as follows: the CEO and CFO collaborate with the auditor to complete the Form 990. This step may involve receiving information from employees, Board members, contractors and others who have business-related activities within the organization. The auditor provides a completed Form 990 to the CEO and CFO for their review. Once approved, the finance committee and each Board member will receive a copy for their review at the next regularly scheduled Board meeting. The review is conducted by the CEO, CFO, and the Board using a review checklist. After completion of the review, the Board resolves to approve the Form. If at any step in the process a revision to the Form is requeted, the revised information is given to the auditor to revise the Form and the process begins again. Form 990, Part VI, Section B, Line 12c The Board has established a number of policies and procedures to guard against conflict of interest regarding proposed and ongoing transactions. All Board members are trained on, and subject to, these policies and procedures. Annually, each Board member signs a statement certifying that no conflicts of interest exist or describing conflict that may exist. The Board, with assistance of the CEO, is responsible for determining whether a conflict exists and seeking a resolution. Should a conflict be identified, such person would be prohibited from participating in the Board's deliberation regarding the transaction. If a conflict is unavoidable, the transaction would require a 2/3 majority vote of the Board. Form 990, Part VI, Section B, Line 15 During the annual process of preparing the Area Plan submitted to the Missouri Department of Health and Senior Services, the Compensation Committee of the Board of Directors review the compensation and benefits for all employees. The Executive Committee of the Board of Directors annually evaluates the Executive Director's performance and determines annual compensation and/or merit increase. The Executive Committee compares current compensation of the Executive Director with comparable positions at other rural Area Agencies on Aging. The Committee also reviews the "Salary and Benefits Survey of Greater Kansas City Area Non-Profit Organizations". This survey is compiled by the Midwest Center for Non-Profit Leadership at the University of Missouri-Kansas City. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy, and audited financial statements available to the general public upon request at the central office in Warrensburg. Also, prior year audited financial statements are available on the organization's website. Form 990, Part XI, Line 9 Change in value of beneficial interest