2026-05-15T16:17:56-05:00 2025-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2024-07-01 351310387 CICOA AGING & IN-HOME SOLUTIONS 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 37795360 0 X WWW.CICOA.ORG X 1974 IN CICOA EMPOWERS OLDER ADULTS, THOSE OF ANY AGE WITH A DISABILITY, AND THEIR CAREGIVERS BY PROVIDING THE INNOVATIVE ANSWERS, SERVICES, AND SUPPORT THEY NEED TO ACHIEVE THE GREATEST POSSIBLE INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. 10 10 569 87 0 0 17493730 27110586 20339150 8846808 346761 256297 67067 146547 38246708 36360238 0 1182217 0 0 30761903 21108525 0 0 30854 12305339 10647535 43067242 32938277 -4820534 3421961 14160000 17956795 8207278 8239633 5952722 9717162 CICOA EMPOWERS OLDER ADULTS, THOSE OF ANY AGE WITH A DISABILITY, AND THEIR CAREGIVERS BY PROVIDING THE INNOVATIVE ANSWERS, SERVICES, AND SUPPORT THEY NEED TO ACHIEVE THE GREATEST POSSIBLE INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. 0 0 15262861 598428 4478174 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. 4909054 192475 1440333 NUTRITION: CICOA SERVED 431,910 MEALS TO SENIORS AND PERSONS WITH DISABILITIES THROUGH ITS NEIGHBORHOOD MEAL SITE AND HOME DELIVERED MEAN PROGRAMS IN MARION AND THE SURROUNDING COUNTIES 9980461 391315 2928301 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 154,594 INDIVIDUALS AND FAMILIES. 30152376 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 92 0 1 569 1 0 0 0 0 0 0 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 1 1 0 IN X FELICIA BROWN 3172545465 8440 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 KATHY FRANK IMMEDIATE PAST CHAIR/FOUND 1.00 X X 0 0 0 KISHA TANDY DIRECTOR 1.00 X 0 0 0 SONJA BUCKNER-MARION DIRECTOR 1.00 X 0 0 0 CASE CALVERT SECRETARY 1.00 X X 0 0 0 CHARLIE MERCER DIRECTOR 1.00 X 0 0 0 DEANNA CONERLY CHAIR 1.00 X X 0 0 0 LAWANDA GIRTON DIRECTOR 1.00 X 0 0 0 MARIE MYERS TREASURER/2ND VICE CHAIR 1.00 X X 0 0 0 KIM GARRIOTT DIRECTOR 1.00 X 0 0 0 MICHAEL GRUBS 1ST VICE CHAIR 1.00 X X 0 0 0 TAUHRIC BROWN CEO 38.00 X 204896 0 25792 MICHAEL JOHNSON CFO 40.00 X 114294 0 15939 STEPHEN GERBER CHIEF DEVELOPMENT OFFICER 40.00 X 158109 0 19308 LISA SCHNEEKLOTH CHIEF COMPLIANCE OFFICER 40.00 X 166183 0 45432 G DENISE WEATHERSBE CHIEF HUMAN CAPITAL OFFICE 40.00 X 128531 0 24296 DONATA DUFFY VP BUSINESS DEVELOPMENT 40.00 X 111387 0 28447 ERICA SEABAUGH VP OF IN-HOME SERVICES/ CHIEF OPERATING OFFICER 40.00 X 117258 0 25148 KRISTEN BROCK SENIOR DIRECTOR OF FINANCI 40.00 X 121391 0 36681 1122049 0 221043 10 0 1 0 TWO WOODFIELD CROSSING LLC 8440 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 RENT 640007 SPECIALIZED HOME CARE SERVICES LLC 621 N CENTRAL AVE INDIANAPOLIS IN 47331 PROGRAM SERVICES 486661 HOME AT HOME LLC 10814 ARVADA PLACE FISHERS IN 46038 PROGRAM SERVICES 327145 WHC INDY LLC 6809 W WASHINGTON ST INDIANAPOLIS IN 46241 TRANSPORTATION SERVICES 213930 RENEES' HELPING HANDS LLC PO BOX 26165 INDIANAPOLIS IN 46226 PROGRAM SERVICES 122728 5 25148296 1962290 27110586 MEDICAID SERVICE FEES 621610 4645859 4645859 FEES FOR SERVICE INCOME 621610 3788465 3788465 PROJECT INCOME 621610 412484 412484 8846808 177095 177095 1455410 58914 1405865 29257 49545 29657 79202 79202 OTHER INCOME 621610 149594 149594 EARNINGS FROM SUBSIDIARY 621610 -3047 -3047 146547 36360238 8846808 0 402844 1182217 1182217 1343092 1226531 116813 -252 13879687 12659354 1225455 -5122 375436 319464 55796 176 4406981 4064812 341159 1010 1103329 1006458 96647 224 8063 1421 6642 55381 52270 3078 33 1647380 1248085 399288 7 264983 239876 24848 259 1051610 946615 70747 34248 533742 552638 -19007 111 326130 324842 1288 57617 37719 19898 118927 118927 38006 14990 23016 252870 241074 11636 160 DIRECT SERVICE 3054380 3046181 8199 FOOD COSTS 2973650 2973650 BAD DEBT 250000 250000 OTHER PROGRAM COST 12490 12490 2306 1689 617 32938277 30152376 2755047 30854 284570 101942 2683515 4130365 6550614 861725 961649 250000 66783 72260 586536 515569 138231 70967 4989394 4663725 3438932 2852123 14160000 17956795 3219706 4093630 188757 4798815 4146003 8207278 8239633 X 881158 4743586 5071564 4973576 5952722 9717162 14160000 17956795 3421961 342479 0 X 0 1 X 1 1 1 X 18690907 25928492 20587882 17493730 28004112 110705123 18690907 25928492 20587882 17493730 28004112 110705123 110705123 1992 9239 165010 287651 177095 640987 63139 108202 1831552 159026 1392775 3554694 114900804 0.96350 0.97410 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 136590 65623 70967 100480 100480 0 349466 349466 0 70967 RIGHT-OF-USE OPERATING LEASE ASSET 2772037 RIGHT-OF-USE FINANCING LEASE ASSET 80086 2852123 OTHER PAYABLES 322344 RIGHT-OF-USE OPERATING LEASE LIABILITY 2954387 RIGHT-OF-USE FINANCING LEASE LIABILITY 81556 LINE OF CREDIT 787716 4146003 X 37178740 342479 476023 818502 36360238 0 36360238 33414300 476023 476023 32938277 0 32938277 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY CICOA FOUNDATION, INC. (A RELATED ORGANIZATION FOR THE AUDITED FINANCIAL STATEMENTS, HOWEVER AN UNRELATED ORGANIZATION FOR THE TAX RETURN) AND 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. 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, 2024. 0 A SENIOR RETREAT 609 S LINCOLN ST MARTINSVILLE IN 46151 833707941 501(C)(3) 10603 0 PROGRAM SUPPORT BOONE COUNTY SENIOR SERVICES 515 CROWN POINT DR LEBANON IN 46052 351445498 501(C)(3) 44373 0 PROGRAM SUPPORT CATHOLIC CHARITIES INDIANAPOLIS INC 1400 N MERIDIAN INDIANAPOLIS IN 46202 473062508 501(C)(3) 53182 0 PROGRAM SUPPORT HANCOCK COUNTY SENIOR SERVICES 1870 FIELDS BLVD GREENFIELD IN 46140 310936007 501(C)(3) 23093 0 PROGRAM SUPPORT HENDRICKS COUNTY SENIOR SERVICES PO BOX 448 DANVILLE IN 46122 351445497 501(C)(3) 108644 0 PROGRAM SUPPORT INDIANA LEGAL SERVICES INC 1200 MADISON AVE 300 INDIANAPOLIS IN 46225 356059654 501(C)(3) 322979 0 PROGRAM SUPPORT JOHN BONER COMMUNITY CENTER 2236 E 10TH ST INDIANAPOLIS IN 46201 237204495 501(C)(3) 9120 0 PROGRAM SUPPORT JOHNSON COUNTY SENIOR SERVICES 36 W 600 N WHITELAND IN 46184 351474817 501(C)(3) 82698 0 PROGRAM SUPPORT TMP ENTERPRISES INC (DBA JOY'S HOUSE CARE AND COMMUNITY) 2028 E BROAD RIPPLE AVE INDIANAPOLIS IN 46220 352083290 501(C)(3) 51263 0 PROGRAM SUPPORT LITTLE REED DOOR CANCER AGENCY 1801 N MERIDIAN ST INDIANAPOLIS IN 46202 350914096 501(C)(3) 37263 0 PROGRAM SUPPORT MORGAN COUNTY CONNECT 1369 BLUE BUFF RD MARTINSVILLE IN 45151 351064235 501(C)(3) 37700 0 PROGRAM SUPPORT PRIMELIFE ENRICHMENT INC 1078 THIRD AVE SW CARMEL IN 46032 351011017 501(C)(3) 142992 0 PROGRAM SUPPORT SHELBY SENIOR SERVICES 2120 INTELLIPLEX DR STE 101 SHELBYVILLE IN 46176 351447684 501(C)(3) 119809 0 PROGRAM SUPPORT SHEPHERD'S CENTER OF HAMILTON COUNTY 1250 CONNER ST NOBLESVILLE IN 46060 311131854 501(C)(3) 56481 0 PROGRAM SUPPORT STILL WATERS ADULT DAY CENTER 7160 SHADELAND STATION INDIANAPOLIS IN 46256 351149228 501(C)(3) 82017 0 PROGRAM SUPPORT 0 0 0 0 0 0 0 0 0 TAUHRIC BROWN CEO 204896 0 0 0 0 0 10566 0 15226 0 230688 0 0 0 LISA SCHNEEKLOTH CHIEF COMPLIANCE OFFICER 166183 0 0 0 0 0 13662 0 31770 0 211615 0 0 0 STEPHEN GERBER CHIEF DEVELOPMENT OFFICER 158109 0 0 0 0 0 8250 0 11058 0 177417 0 0 0 KRISTEN BROCK SENIOR DIRECTOR OF FINANCI 121391 0 0 0 0 0 5996 0 30685 0 158072 0 0 0 G DENISE WEATHERSBE CHIEF HUMAN CAPITAL OFFICE 128531 0 0 0 0 0 6204 0 18092 0 152827 0 0 0 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 - 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. 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. 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 145989 9235 0.55000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0