2026-05-15T16:18:06-05:00 2025-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2024-07-01 351859069 CICOA FOUNDATION INC CICO 3172545465 8440 WOODFIELD CROSSING BLVD 175 INDIANAPOLIS IN 46240 LISA SCHNEEKLOTH CEO 3172545465 2026-05-15 1 1 CAMI DEMAREE CPA P00742922 3178413393 2026-05-15 2024 2025-03-06 01:10:19Z LISA SCHNEEKLOTH 8440 WOODFIELD CROSSING BLVD 175 INDIANAPOLIS IN 46240 500883 0 X HTTPS://CICOA.ORG/DONATE-NOW/ X 1992 IN THE MISSION OF THE CICOA FOUNDATION IS TO FUND AND SUPPORT THE MISSION OF CICOA AGING & IN-HOME SOLUTIONS: EMPOWERING OLDER ADULTS, THOSE OF ANY AGE WITH A DISABILITY AND FAMILY CAREGIVERS TO ACHIEVE THE GREATEST POSSIBLE INDEPENDENCE, DIGNITY AND QUALITY OF LIFE. 10 10 0 87 0 0 841023 483851 0 0 23469 0 -13015 -36516 851477 447335 283507 1244192 0 0 536312 596204 0 0 695054 211949 145177 1031768 1985573 -180291 -1538238 2477530 1581292 219434 789958 2258096 791334 X CICOA FOUNDATION, INC.'S GENERAL PURPOSE IS TO DEVELOP, IMPLEMENT, AND/OR ASSIST PROJECTS AND PROGRAMS FOR THE BENEFIT OF OLDER PERSONS OR SO-CALLED SENIOR CITIZENS WITH RESPECT TO THE ECONOMIC, SOCIAL, HEALTH AND NUTRITION, HOUSING, TRANSPORTATION, EMPLOYMENT, EDUCATION, RECREATION AND OTHER PROBLEMS PECULIAR TO THE AGING AND AGED. THE FOUNDATION PRIMARILY SUPPORTS THE PROGRAMS OF CICOA AGING & IN-HOME SOLUTIONS, INC. 0 0 1290519 1244192 THE SUPPORT PROVIDED BY CICOA FOUNDATION, INC. TO CICOA AGING & IN-HOME SOLUTIONS ALLOWS THE AGENCY TO PROVIDE IN-HOME SERVICES TO SENIORS AND ADULTS WITH DISABILITIES INCLUDING ATTENDANT CARE, HOME HEALTH AIDE, AND HOME DELIVERED MEALS. THE SUPPORT OF CICOA FOUNDATION, INC. HELPED PROVIDE ASSISTANCE FOR OVER 65,955 MEALS SERVED AT 23 NEIGHBORHOOD MEAL SITES. PROVIDED OVER $87,994 FOR TRANSPORTATION TRIPS. PROVIDED OVER $150,246 FOR SAFE AT HOME AND MODIFICATION PROJECTS HELPING 21 CLIENTS FOR SAFE AT HOME AND 45 CLIENTS RECIEVED HOME MODIFICATIONS. PROVIDED OVER $6,092 FOR CLIENT ASSISTANCE. 1290519 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X FELICIA BROWN 3172545465 8440 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 X TAUHRIC BROWN PRESIDENT 1.00 X 0 0 0 JASON BUCK TREASURER 1.00 X X 0 0 0 KATHY FRANK OPERATING BOARD CHAIR 1.00 X X 0 0 0 LAURA HAYNES PAST CHAIR 1.00 X X 0 0 0 NEIL STEFFENS CHAIR 1.00 X X 0 0 0 HENRY MOSELY BOARD MEMBER 1.00 X 0 0 0 PETER BISBECOS PAST CHAIR 1.00 X X 0 0 0 GARY HOBBS VICE CHAIR 1.00 X X 0 0 0 CHRISTY HUSTON BOARD MEMBER 1.00 X 0 0 0 ARVETTA JIDEONWO BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 110777 373074 700 483851 27896 110777 53548 -25652 -25652 OTHER INCOME 900099 6547 6547 EARNINGS FROM SUBSIDIA 900099 -17411 -17411 -10864 447335 0 0 -36516 1244192 1244192 431057 431057 14223 14223 119464 119464 31460 31460 1439 1439 466 466 106489 19644 86845 21340 344 20996 16926 1110 15816 11643 11643 135 135 26365 13319 13046 COMMUNITY AWARENESS 13174 9723 3451 DIRECT SERVICES 748 748 FUNDRAISING ADJUSTMENT -53548 -53548 1985573 1290519 0 695054 909324 424025 304612 75700 122279 113348 1925 3161 3161 0 0 1141315 966294 2477530 1581292 219434 789958 219434 789958 X 243165 -471960 2014931 1263294 2258096 791334 2477530 1581292 -1538238 71476 0 X 0 1 X 1 0 X 1034104 711357 403066 841023 498949 3488499 1034104 711357 403066 841023 498949 3488499 83310 3405189 13537 208 47371 23469 84585 31872 6547 38419 3611503 0.94290 0.97130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6108197 598389 1081668 5624918 5624999 483198 6108197 5677643 167356 220000 5624999 1191752 4500000 -14109 5677643 886291 305461 1191752 0.04151 0.83557 0.12292 1 0 3161 3161 0 0 BENEFICIAL INTEREST IN ASSETS HELD 961193 INVESTMENT IN SUBSIDIARY 5101 966294 X 572359 71476 53548 125024 447335 0 447335 2039121 53548 53548 1985573 0 1985573 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A RELATIVELY PREDICTABLE, STABLE, AND IN REAL TERMS, CONSTANT STREAM OF CURRENT INCOME FOR ANNUAL OPERATING NEEDS AND FOR THE SUPPORT OF CICOA AGING & IN-HOME SOLUTIONS, INC. (A RELATED ORGANIZATION FOR PURPOSES OF THE AUDITED FINANCIAL STATEMENTS AND UNRELATED FOR PURPOSES OF THE TAX RETURN). 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. 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, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ADJUSTMENT 53,548. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ADJUSTMENT 53,548. 18 HOLES FOR HOPE 48998 36800 12198 1080 7579 2254 SAFE AT HOME 37025 37025 801 10052 3 52650 36952 15698 500 19113 7734 4435 138673 110777 27896 1580 27493 7734 16741 53548 -25652 0 CICOA AGING & IN HOME SOLUTIONS INC 8440 WOODFIELD CROSSING BLVD STE 175 INDIANAPOLIS IN 46240 351310387 501(C)(3) 1244192 0 PROGRAM ASSISTANCE FORM 990, PART V, LINE 2A CICOA AGING & INHOME SOLUTIONS, INC. EIN XXX-XX-XXXX IS THE COMMON PAYING AGENT FOR CICOA FOUNDATION, INC. THEREFORE, ALL APPLICABLE IRS PAYROLL TAX COMPLIANCE FILINGS ARE REPORTED BY CICOA AGING & INHOME SOLUTIONS, INC. ON BEHALF OF CICOA FOUNDATION, INC. CICOA FOUNDATION, INC. HAS 3 EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A THE OFFICERS OF THE CORPORATION, WHEN ELECTED BY THE BOARD OF TRUSTEES, SHALL CONSTITUTE AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL THE RESPONSIBILITIES, AUTHORITY AND DUTIES THAT ARE DELEGATED OR ASSIGNED TO IT BY THE BOARD OF TRUSTEES. 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, OFFICER AND EMPLOYEE SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY STATING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE STATEMENTS ARE REVIEWED AND MONITORED BY THE VP OF THE ORGANIZATION. IF A CONFLICT IS NOTED, THE VP 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 CICOA FOUNDATION, INC. DID NOT COMPENSATE ITS TOP MANAGEMENT OFFICIAL DURING THE TAX YEAR OR ANY OF ITS OTHER OFFICERS OR KEY EMPLOYEES DURING THE TAX YEAR. CICOA FOUNDATION, INC.'S TOP MANAGEMENT OFFICIAL IS PAID BY AN AFFILIATED PARTY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.