2026-01-13T14:20:41-07:00 2025-06-30 431403519 McBride Lock & Associates LLC 4151 N Mulberry Dr Suite 275 Kansas City MO 64116 990 2024-07-01 431159115 AREA AGENCY ON AGING REGION X AREA 4177817562 PO Box 3990 Joplin MO 64804 Jennifer Shotwell Chief Executive Officer 4177817562 2026-01-13 1 1 Matthew Brickey P02380487 8162214559 2026-01-13 X 2024 2025-03-06 01:10:19Z Jennifer Shotwell 531 E 15th Joplin MO 64804 5011011 0 X www.aaaregionx.org X 1978 MO Enable Missourians in Jasper, Newton, McDonald, and Barton counties to remain in their homes as long as possible and enhance their quality of life through social and nutritional services. 4 4 85 300 0 0 4171120 3770532 1159162 1231384 0 9095 0 0 5330282 5011011 437302 476085 0 0 2076369 2197700 0 0 0 2228872 2214568 4742543 4888353 587739 122658 2795154 2269818 1000226 352232 1794928 1917586 Enable Missourians in Jasper, Newton, McDonald, and Barton counties to remain in their homes as long as possible and enhance their quality of life through social and nutritional services. 0 0 3163342 0 942430 Nutrition programs: In accordance with the Older Americans Act, we served 361,298 nutritious congregate and home-delivered meals in the four county planning and service area. 645548 251688 0 Supportive services: In accordance with the Older Americans Act, we provided 142,517 units of supportive services in the four county planning and service area. 246692 28377 0 Family Caregiver: In accordance with the Older Americans Act, we provided 1,016 units of service in the four county planning and service area. 625889 104775 279125 Special Projects: MIPPA, Fundraising, CDC Vaccine Access, CDSME, HDM Expansion, Adult Protective Services, Parkwood/Memorial Hills Apartments, Give 5, Medicaid Reassessments, Senior Services Growth & Development, Region M Waste 85788 48609 0 Ombudsman 42636 42636 9829 Disease Prevention 754313 196020 288954 4809895 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jennifer Shotwell 4177817562 531 E 15th Joplin MO 64804 Jennifer Shotwell Chief Executive Officer 40 0 X 92529 0 3791 Kelly Samuel Chief Financial Officer 40 0 X 52667 0 595 Carolyn Stapelkamp Fiscal Director 40 0 X 9230 0 0 David Johnson Secretary 5 0 X X 0 0 0 John Bartosh Chairman 5 0 X X 0 0 0 Bryan Hall Director 5 0 X 0 0 0 Daniel Swem Director 5 0 X 0 0 0 William Chase Fiscal Director 40 0 X 0 0 0 154426 0 4386 0 0 0 0 0 0 0 0 0 3363523 407009 164294 3770532 Program Income 900099 268732 268732 0 0 Medicaid reimbursements 900099 962652 962652 0 0 0 0 0 0 1231384 9095 0 0 9095 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5011011 1231384 0 9095 476085 476085 151242 109721 41521 0 1686415 1686415 0 0 219474 219308 166 0 140569 136995 3574 0 50441 44567 5874 0 93768 91890 1878 0 83082 82141 941 0 14330 15332 -1002 0 149088 128789 20299 0 54219 52592 1627 0 Raw food 1297353 1297353 0 0 Donated food/supplies 164294 162173 2121 0 Professional services 92659 91992 667 0 Repairs/maintenance 67361 67191 170 0 147973 147351 622 0 4888353 4809895 78458 0 1011111 255555 136403 521586 238071 80286 80912 6780 6712 2436957 884792 1175391 1552165 2795154 2269818 356510 352232 643716 0 0 1000226 352232 X 1232681 1569009 562247 348577 1794928 1917586 2795154 2269818 122658 0 0 0 0 0 X 0 1 X 1 1 1 X 2971980 2378733 3517334 4171120 3770532 16809699 2971980 2378733 3517334 4171120 3770532 16809699 16809699 9095 9095 16818794 4521857 0.99946 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 163000 163000 0 1102469 183821 918648 0 0 0 0 0 1171488 700971 470517 0 0 0 0 1552165 0 0 X 5680200 0 669189 0 0 669189 5011011 0 0 0 5011011 5557542 669189 0 0 0 669189 4888353 0 0 0 4888353 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; no disclosures of uncertain tax positions are required. 1 OATS 2501 Maguire Blvd Columbia MO 65201 430106961 501(c)3 84999 Transportation Council of Churches of the Ozarks 627 N Glenstone Springfield MO 65808 430903657 501(c)3 49750 Ombudsman Charlotte's Angels 211 Main Joplin MO 64801 263360435 40464 In-Home, Respite Advantage In-Home Services 11796 Westline Industrial Drive St Louis MO 63146 208720810 26889 In-Home Truman Area Transportation 1104 Broadway Lamar MO 64759 436000205 City 26543 Transportation St Paul's Methodist Church 2423 W 26th Joplin MO 64804 431149608 Church 24568 Homebound shopping Grace Health Services PO Box 1572 Nixa MO 65714 300397832 32285 Health promotion/disease prevention Carthage Police Department 326 Grant Street Carthage MO 64836 446000157 City 9369 Transportation 5 3 Schedule I, Part I, Line 2 Organizations that have contract or vendor relationships must submit monthly invoices. Those with vendor relationships have been authorized by the program coordinator each month. Contractors are authorized to submit billings for 1/12 of the annual contract amount each month. All organizations are monitored and must provide documentation to verify total and to ensure they are in compliance with the terms of their respective agreements. X 12 100902 FMV 0 0 1 0 Form 990, Part VI, Section B, Line 11b The Chief Executive Officer and Fiscal Director review the information and verify the form for accuracy and completeness. The information is then presented to the Board of Directors. The Board reviews and approves all financial statements and the Form 990. Form 990, Part VI, Section B, Line 12c All key employees and directors are asked to disclose any information that could be a conflict of interest. This is done prior to signing any contracts or grant agreements. Form 990, Part VI, Section B, Line 15 The Chief Executive Officer and Fiscal Director review annual evaluations and funds available and make recommendations to the Board of Directors. The Fiscal Director prepares a comparative study of compensation levels at similar organizations in the area and presents this information to the Board of Directors. The Board of Directors reviews this information and approves or denies the proposed level of compensation. Form 990, Part VI, Section C, Line 19 We provide financial reports, annual audit reports, minutes of the Board of Directors, code of ethics, whistleblower policy, conflict of interest policy, copies of the Board of Director's Good Governance plan, etc. to any person who requests this information. It is on file at the central office for inspection Monday through Friday 9:00 am to 3:00 p.m.