← AREA FIVE AGENCY ON AGING & COMMUNITY SERVICES

Form 990 for tax year 2023

Filed by AREA FIVE AGENCY ON AGING & COMMUNITY SERVICES.

Totals

Total revenue: $9,285,456
Total expenses: $9,041,991
Contributions and grants received: $8,567,160
Grants paid: $1,786,801
Program service revenue: $600,191
Investment income: $84,536
Other revenue: $33,569
Total assets, end of year: $5,878,556
Total liabilities, end of year: $2,962,725
Net assets or fund balances, end of year: $2,915,831
Program services expenses (Part IX): $8,548,965
Management and general expenses: $493,026
Fundraising expenses: $0
Program service expenses (Part III): $8,548,965

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1e · Government grants (contributions)

$8,233,670
1f · All other contributions, gifts and grants

$333,490
2a · Program service revenue: HOUSING PROGRAM

total $543,592 · related or exempt $543,592
2b · Program service revenue: SERVICE FEES

total $37,872 · related or exempt $37,872
2c · Program service revenue: COST SHARE

total $18,727 · related or exempt $18,727
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $89,733 · excluded $89,733
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

other assets $0
7b · Less cost or other basis and sales expenses

other assets $5,197
7c · Gain or loss

securities $0 · other assets -$5,197
7d · Net gain or loss

total -$5,197 · excluded -$5,197
8a · Fundraising events: gross income

$18,570
8b · Fundraising events: direct expenses

$5,374
8c · Net income from fundraising events

total $13,196 · excluded $13,196
11a · Other revenue: Other Miscellaneous Income

total $20,373 · related or exempt $0 · unrelated business $0 · excluded $20,373
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$20,373

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $1,786,801 · program services $1,786,801
5 · Compensation of officers, directors and key employees

total $264,483 · program services $258,561 · management and general $5,922 · fundraising $0
7 · Other salaries and wages

total $3,657,311 · program services $3,575,421 · management and general $81,890 · fundraising $0
8 · Pension plan contributions

total $135,712 · program services $132,673 · management and general $3,039 · fundraising $0
9 · Other employee benefits

total $887,529 · program services $867,657 · management and general $19,872 · fundraising $0
10 · Payroll taxes

total $288,104 · program services $281,653 · management and general $6,451 · fundraising $0
11c · Fees: accounting

total $31,882 · program services $31,882 · management and general $0 · fundraising $0
11d · Fees: lobbying

total $2,124 · program services $1,882 · management and general $242 · fundraising $0
11g · Fees: other

total $114,083 · program services $105,242 · management and general $8,841 · fundraising $0
12 · Advertising and promotion

total $21,655 · program services $19,183 · management and general $2,472 · fundraising $0
13 · Office expenses

total $454,678 · program services $432,511 · management and general $22,167 · fundraising $0
14 · Information technology

total $96,829 · program services $85,774 · management and general $11,055 · fundraising $0
16 · Occupancy

total $209,266 · program services $180,614 · management and general $28,652 · fundraising $0
17 · Travel

total $78,007 · program services $78,007 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $41,274 · program services $36,562 · management and general $4,712 · fundraising $0
20 · Interest

total $94,298 · program services $18,072 · management and general $76,226 · fundraising $0
22 · Depreciation, depletion and amortization

total $200,153 · program services $94,168 · management and general $105,985 · fundraising $0
23 · Insurance

total $89,285 · program services $62,379 · management and general $26,906
24a · Other expenses: FOOD COST

total $319,541 · program services $319,235 · management and general $306 · fundraising $0
24b · Other expenses: Maintenance

total $112,616 · program services $90,227 · management and general $22,389 · fundraising $0
24c · Other expenses: Miscellaneous

total $102,120 · program services $90,461 · management and general $11,659 · fundraising $0
24d · Other expenses: Bad debt

total $54,240 · program services $0 · management and general $54,240 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,334,787 · end of year $1,331,660
3 · Pledges and grants receivable

beginning of year $903,386 · end of year $1,139,689
4 · Accounts receivable

beginning of year $94,970 · end of year $53,910
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $1,086,423 · end of year $1,104,276
10a · Land, buildings and equipment: cost or other basis

$6,817,612
10b · Land, buildings and equipment: accumulated depreciation

$4,715,723
10c · Land, buildings and equipment, net

beginning of year $2,168,647 · end of year $2,101,889
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $750 · end of year $750
15 · Other assets

beginning of year $165,273 · end of year $146,382
17 · Accounts payable and accrued expenses

beginning of year $784,524 · end of year $867,209
19 · Deferred revenue

beginning of year $131,075 · end of year $146,478
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $1,987,198 · end of year $1,789,056
25 · Other liabilities

beginning of year $179,073 · end of year $159,982
27 · Net assets without donor restrictions

beginning of year $2,672,366 · end of year $2,915,831

Mission and programs · 2023

Mission

AREA FIVE AGENCY ON AGING AND COMMUNITY SERVICES IS DEDICATED TO SERVING THE ELDERLY, THE DISABLED, AND THE DISADVANTAGED MEMBERS OF CASS, FULTON, HOWARD, MIAMI, TIPTON, AND WABASH COUNTIES OF INDIANA.

AGING AND IN HOME SERVICES IS DESIGNED TO PROVIDE OPTIONS FOR INDIVIDUALS TO ASSIST THEMSELVES IN ACTIVITIES OF DAILY LIVING AND TO MAKE AVAILABLE OPPORTUNITIES FOR A SAFE, HEALTHLY HOME ENVIRONMENT. HOME VISITS ARE MADE TO CLIENTS TO ASSESS MENTAL AND PHYSICAL ABILITY AS WELL AS THEIR FINANCIAL SITUATION. THROUGH A SYSTEMATIC ANALYSIS OF CARE, APPROPRIATE SERVICES ARE RECOMMENDED AND BROKERED THROUGH A VARIETY OF HOME CARE SERVICE PROVIDERS. THIS PROCESS ALLOWS INDIVIDUALS TO MAINTAIN INDEPENDENCE IN THEIR HOMES RATHER THAN RISK INSTITUTIONAL PLACEMENT. HOWEVER, THERE ARE SITUATIONS WHERE RESIDENCY WITHIN A LONG-TERM CARE FACILITY IS IMMINENT. AREA FIVE PROVIDES AN INDEPENDENT EVALUATION FOR THE LEVEL OF CARE FOR INDIVIDUALS ENTERING A NURSING HOME FACILITY. THIS OPPORTUNITY ALLOWS THE INDIVIDUAL AND THEIR FAMILY TO MAKE A MORE INFORMED DECISION REGARDING THEIR OPTIONS, AS WELL AS TO PREVENT INAPPROPRIATE PLACEMENT. THE SENIOR NUTRITION PROGRAM IS DESIGNED TO PROVIDE AN ENVIRONMENT OF FELLOWSHIP AND FUN FOR SENIORS IN OUR AREA. PROGRAM ACTIVITIES ARE PROVIDED AT THE CONGREGATE SITES AND VARIOUS AGENDAS OF INTEREST ARE SHARED WITH THE PARTICIPANTS. AREA FIVE SERVES CONGREGATE MEALS AT 11 SITES AND PROVIDES HOME DELIVERED MEALS TO PARTICIPANTS UNABLE TO LEAVE THEIR HOME IN OUR SIX COUNTIES. OTHER ACTIVITIES THAT AREA FIVE PROVIDES EITHER DIRECTLY OR INDIRECTLY THROUGH AVAILABLE PROVIDERS INCLUDE TRANSPORTATION SERVICES AND INFORMATION AND REFERRAL SERVICES. CAREGIVER SUPPORT, RESPITE ASSISTANCE, AND GUIDANCE FOR GRANDPARENTS RAISING GRANDCHILDREN ARE ALSO AVAILABLE THROUGH OUR PROGRAMS.

Expenses $3,828,783 · Grants $1,764,907 · Revenue $543,592
HEAD START PROGRAM - AREA FIVE'S HEAD START PROGRAM SERVES OVER 179 CHILDREN AND FAMILIES IN CASS, FULTON, AND WABASH COUNTIES. CLASS SIZE WAS REDUCED TO 13 EACH DUE TO THE PANDEMIC SO NUMBERED SERVED IS MUCH LESS THAN PREVIOUS YEARS. ALONG WITH NUTRITIONALLY BALANCES BREAKFASTS, LUNCHES, AND SNACKS, CHILDREN FROM LOW-INCOME FAMILIES (100% POVERTY OR BELOW) RECEIVE DEVELOPMENTALLY APPROPRIATE AND INDIVIDUALIZED INSTRUCTION. THERE IS AN EMPHASIS ON LITERACY, NUMERACY, MATH, AND SCIENCE, ALLOWING THE CHILDREN TO LEARN IN CONTEXT, WHILE SURROUNDED BY ACCEPTANCE, LOVE, UNDERSTANDING AND A FEELING OF SECURITY AND STRUCTURE. THE ADMINISTRATIVE STAFF, IN CONJUNCTION WITH THE TEACHERS AND ASSISTANT TEACHERS, WORK THROUGHOUT THE YEAR TO HELP PARENTS SET GOALS FOR THEMSELVES AND THEIR FAMILIES AND TO ASSIST THEM IN LEARNING THE VALUE OF WORKING TOWARD AND ACCOMPLISHING THEIR OBJECTIVE AND GOALS. EVERY DAY OUR PROGRAM SEES PARENTS HELPING THEIR CHILDREN GROW BY JOINING THEM IN THE CLASSROOM FOR THE DAY AS A VOLUNTEER OR BY SERVING AS A MEMBER OF THE PARENT COMMITTEE OR POLICY COUNCIL.

Expenses $2,384,632
AS A DUAL AREA AGENCY ON AGING AND A COMMUNITY ACTION AGENCY, AREA FIVE HAS THE CAPACITY TO FULFILL THE NEEDS OF FAMILIES FROM BIRTH THROUGH THE AGING YEARS. THE COMMUNITY SERVICE PROGRAM ATTEMPTS TO MOVE FAMILIES TOWARD SELF-SUFFICIENCY. THIS IS DONE THROUGH A VARIETY OF PROGRAMS, TECHNIQUES, AND ACTIVITIES. WE ASSIST INDIVIDUALS AND FAMILIES IN ACCESSING APPROPRIATE ACTIVITIES TO MEET THEIR INDIVIDUAL NEEDS, WHILE MAKING THE BEST USE OF THEIR AVAILABLE RESOURCES. INDIVIDUAL DEVELOPMENT ACCOUNTS HELP BUILD AN APPROACH TO INVESTING IN A SAVINGS ACCOUNT THAT CAN BE USED TOWARD HOME OWNERSHIP, EDUCATION, OR BUSINESS DEVELOPMENT. OTHER PROGRAMS THAT ARE OFFERED AS A PART OF OUR COMMUNITY SERVICE PROGRAM INCLUDE THE SMALL BUSINESS DEVELOPMENT PROGRAM, PARENT SUPPORT AND EDUCATION GROUPS, AND HEALTH INITIATIVES AND MANY OTHER ACTIVITIES THAT SUPPLEMENT THESE AND OTHER PROGRAMS. WE HAVE HUNDREDS OF VOLUNTEERS WHO DONATE THOUSANDS OF HOURS TOWARD HELPING OUR FAMILIES. WE HAVE A MULTI-FACETED MISSION THAT DRIVES OUR STAFF TO EITHER PROVIDE OR MAKE A REFERRAL TO SERVICES THAT ARE APPROPRIATE FOR PARTICIPANTS. WE HAVE MANY TOOLS AVAILABLE TO US IN THE AGENCY, AS WELL AS WITHIN OUR COMMUNITY, THAT WE UTILIZE AND SHARE TO MAKE LINKAGES TO HELP JUST ABOUT ANYONE, AND WE CHALLENGE OUR STAFF, FAMILIES, AND COMMUNITY CITIZENS TO HELP US BUILD ON THIS FOUNDATION.

Expenses $1,465,170
DESCRIPTION OF OTHER PROGRAM SERVICES: HOUSING AND DEVELOPMENT PROGRAM - FOR MORE THAN 25 YEARS, AREA FIVE'S HOUSING AND DEVELOPMENT PROGRAM HAS ACTIVELY PURSUED ECONOMIC DEVELOPMENT IN THE COMMUNITIES WE SERVE THROUGH THE DEVELOPMENT OF HOUSING AND COMMERCIAL REAL ESTATE PROJECTS. OUR PROJECTS ARE BASED ON THE NEEDS OF THE PEOPLE WE SERVE. INNOVATIVE SOLUTIONS ARE SOUGHT TO MEET THE NEEDS ONCE THEY ARE IDENTIFIED. OUR AGENCY IS FORTUNATE TO CREATE PROJECTS, WITH THE ASSISTANCE OF A VARIETY OF PARTNERS, FINANCIAL INSTITUTIONS AND FUNDING SOURCES, WHICH ARE OFTEN USED AS MODELS BY OTHER ORGANIZATIONS. AREA FIVE HAS CREATED MORE THAN 300 UNITS OF RENTAL HOUSING AND MORE THAN 30 HOME OWNERSHIP OPPORTUNITIES. HOUSING PROJECTS RANGE FROM SINGLE-FAMILY HOMES TO LARGE APARTMENT COMPLEXES. MANY PROJECTS ARE DEDICATED TO SPECIAL NEEDS POPULATIONS, INCLUDING SENIOR CITIZENS AND INDIVIDUALS WITH MENTAL ILLNESSES. COMMUNITY PROJECTS RANGE FROM SENIOR CENTERS TO CHILDCARE CENTERS AND FROM HISTORIC PRESERVATION OF LIBRARIES TO DOWNTOWN STREETS CAPES. OUR PROJECTS MEET A COMMUNITY NEED AND INVOLVE A VARIETY OF PARTNERS. PROFITS GENERATED BY THESE PROJECTS ALLOW US TO BETTER SERVE OUR CLIENTS IN ALL AREAS OF PROGRAMMING. THE ENERGY ASSISTANCE PROGRAM (EAP) IS DESIGNED TO HELP INCOME ELIGIBLE FAMILIES AND/OR INDIVIDUALS WHO ARE 60 YEARS OF AGE OR OLDER OR WHO ARE DISABLED AND/OR ARE IN A CRISIS SITUATION OF HAVING THEIR HEAT DISCONNECTED. EAPS IS OFFERED THROUGH THE COLD WINTER MONTHS TO INDIVIDUALS AND FAMILIES LIVING IN CASS, HOWARD, MIAMI, TIPTON, AND WABASH COUNTIES. THE ENERGY EDUCATION COMPONENT WAS ADDED IN 2002 IN AN EFFORT TO EDUCATE CLIENTS WITH SIMPLE LOW-COST, NO-COST METHODS OF REDUCING ENERGY CONSUMPTION. THE EAP SUMMER PROGRAM INCLUDES PROVIDING WINDOW AIR CONDITIONERS AND FANS TO ELIGIBLE PARTICIPANTS. THE EMERGENCY RENTAL ASSISTANCE PROGRAM FOCUSES ON PROVIDING HOUSING STABILITY TO FAMILIES THAT HAVE BEEN FINANCIALLY IMPACTED BY COVID 19. THROUGH ERA2, HOUSING CASE MANAGEMENT HAS BEEN IMPLEMENTED AND FOCUSES ON BUDGETING, HOUSING STABILITY, FAMILY DEVELOPMENT, GOAL SETTING, AND ACTION PLANNING. ELIGIBILITY IS BASED ON INCOME, CATEGORICAL ELIGIBILITY, AND COVID 19 FINANCIAL IMPACT.

Expenses $870,380 · Grants $21,894 · Revenue $56,599

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Anthony (Tony) Campbell

President

Total calculated

$0

Hours/week

1
Chad HigginsCHAD HIGGINS

Treasurer

Total calculated

$0

Hours/week

1
Karen McLean

Secretary

Total calculated

$0

Hours/week

1
Terri Smith

Vice President

Total calculated

$0

Hours/week

1
Berta Black

BOARD MEMBER (Through 4/23)

Total calculated

$0

Hours/week

1
Diana Skillen

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jim Troyer

BOARD MEMBER

Total calculated

$0

Hours/week

1
JoAnn M Burke

BOARD MEMBER

Total calculated

$0

Hours/week

1
Kathy Mughmaw

Board Member

Total calculated

$0

Hours/week

1
Linda Hoff

BOARD MEMBER

Total calculated

$0

Hours/week

1
Marla White

Board Member

Total calculated

$0

Hours/week

1
Marta Mendez

Board Director (Beginning 5/26/23)

Total calculated

$0

Hours/week

1
Michele Starkey

BOARD MEMBER

Total calculated

$0

Hours/week

1
Rose Woodward

Board Member

Total calculated

$0

Hours/week

1
Sherry VanMeter

BOARD MEMBER

Total calculated

$0

Hours/week

1
Van Taylor

BOARD MEMBER

Total calculated

$0

Hours/week

1
Virginia Baker

BOARD MEMBER (Through 5/24/23)

Total calculated

$0

Hours/week

1
Charles R LaDow

Executive Director

Total calculated

$161,544

From this org

$141,990

From related orgs

$0

Other

$19,554

Hours/week

40
Melissa Hardy

Chief Financial Officer

Total calculated

$102,939

From this org

$88,041

From related orgs

$0

Other

$14,898

Hours/week

40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

COMMUNITY INVESTMENT INC

C Corporation · INVESTMENT · IN · 75% owned · share of income $22 · share of assets -$307,290 · controlled entity

Directly controlled by AREA FIVE AGENCY ON AGING & COMMUNITY SERVICES

Provenance

Return type: form_990
Tax year: 2023
Filed: 6 November 2024
IRS schema version: 2023v5.1
Source object: 202413119349300736

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