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Nonprofiteer
← AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS INC

Form 990 for tax year 2023

Filed by AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS INC.

Totals

Total revenue
$14,161,541
Total expenses
$13,536,140
Contributions and grants received
$13,980,511
Grants paid
$6,724,665
Program service revenue
$181,030
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,531,428
Total liabilities, end of year
$1,051,112
Net assets or fund balances, end of year
$2,480,316
Program services expenses (Part IX)
$12,438,999
Management and general expenses
$1,097,141
Fundraising expenses
$0
Program service expenses (Part III)
$12,438,999

Program services were 91.9% 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)

    $13,815,744

  • 1f · All other contributions, gifts and grants

    $164,767

  • 1g · Noncash contributions included above

    $6,244

  • 2a · Program service revenue: PROGRAM INCOME

    total $181,030 · related or exempt $181,030

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $887,616 · program services $887,616

  • 2 · Grants to domestic individuals

    total $5,837,049 · program services $5,837,049

  • 5 · Compensation of officers, directors and key employees

    total $153,681 · management and general $153,681

  • 7 · Other salaries and wages

    total $2,958,470 · program services $2,432,776 · management and general $525,694

  • 8 · Pension plan contributions

    total $67,868 · program services $56,541 · management and general $11,327

  • 9 · Other employee benefits

    total $599,249 · program services $478,321 · management and general $120,928

  • 10 · Payroll taxes

    total $274,956 · program services $215,907 · management and general $59,049

  • 11b · Fees: legal

    total $14,703 · management and general $14,703

  • 11c · Fees: accounting

    total $42,173 · management and general $42,173

  • 11g · Fees: other

    total $156,421 · program services $131,062 · management and general $25,359

  • 13 · Office expenses

    total $100,238 · program services $89,347 · management and general $10,891

  • 14 · Information technology

    total $56,017 · program services $51,360 · management and general $4,657

  • 16 · Occupancy

    total $205,516 · program services $171,389 · management and general $34,127

  • 17 · Travel

    total $68,221 · program services $66,817 · management and general $1,404

  • 20 · Interest

    total $235 · management and general $235

  • 22 · Depreciation, depletion and amortization

    total $68,953 · program services $63,220 · management and general $5,733

  • 23 · Insurance

    total $85,342 · program services $83,698 · management and general $1,644

  • 24a · Other expenses: SUPPLIES & PROGRAM EXP

    total $1,852,449 · program services $1,774,362 · management and general $78,087

  • 24b · Other expenses: TRAINING & EDUCATION

    total $37,233 · program services $37,233

  • 24c · Other expenses: APPLICATION FEE

    total $29,748 · program services $29,748

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $23,900 · program services $23,900

  • 24e · All other expenses

    total $16,102 · program services $8,653 · management and general $7,449

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $253,379 · end of year $210,264

  • 2 · Savings and temporary cash investments

    beginning of year $701,672 · end of year $984,920

  • 3 · Pledges and grants receivable

    beginning of year $1,165,362 · end of year $1,732,669

  • 4 · Accounts receivable

    beginning of year $167,504 · end of year $393,278

  • 7 · Other notes and loans receivable

    beginning of year $22,452 · end of year $18,370

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,612 · end of year $8,955

  • 10a · Land, buildings and equipment: cost or other basis

    $674,784

  • 10b · Land, buildings and equipment: accumulated depreciation

    $528,173

  • 10c · Land, buildings and equipment, net

    beginning of year $215,565 · end of year $146,611

  • 12 · Investments: other securities

    beginning of year $36,030 · end of year $34,661

  • 15 · Other assets

    beginning of year $1,700 · end of year $1,700

  • 17 · Accounts payable and accrued expenses

    beginning of year $729,870 · end of year $861,889

  • 19 · Deferred revenue

    beginning of year $11,122 · end of year $189,223

  • 27 · Net assets without donor restrictions

    beginning of year $1,750,045 · end of year $2,371,370

  • 28 · Net assets with donor restrictions

    beginning of year $106,239 · end of year $108,946

Mission and programs · 2023

Mission

ENABLING LOW-INCOME & DISADVANTAGED FAMILIES & INDIVIDUALS OF ALL AGES TO ATTAIN THE SKILLS, KNOWLEDGE, MOTIVATION & TO SECURE THE OPPORTUNITY NEEDED FOR THEM TO BECOME FULLY SELF-SUFFICIENT, OR IN THE CASE OF DISABILITY, INDEPENDENT & SELF-SUFFICIENT TO THE EXTENT FEASIBLE; TO INTERVENE AT CRITICAL POINTS IN THE CAUSES OF POVERTY; ENABLE LOW-INCOME & DISADVANTAGED FAMILIES & INDIVIDUALS TO WORK TO IMPROVE THEIR SELF- SUFFICIENCY; ASSIST OLDER & DISABLED PERSONS TO MAINTAIN THEIR INDEPENDENCE & DIGNITY & TO PROVIDE CONTINUING RESEARCH RELATED TO THE PROBLEMS OF AGING AND POVERTY.

Activities or mission (Part I)

THE MISSION OF AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS, INC. IS TO INSPIRE HOPE AND SPARK A POSITIVE CHANGE IN THE LIVES OF THOSE WE SERVE AND THE COMMUNITIES WHERE WE LIVE.

  • ENERGY ASSISTANCE - PROVIDES ASSISTANCE FOR ELDERLY AND LOW-INCOME HOUSEHOLDS TO MEET ENERGY BILLS TO ASSURE THAT THEY HAVE HEAT THROUGH THE WINTER. IN 2023, 10,000 HOUSEHOLDS WERE SERVED.

    Expenses $4,779,560 · Grants $4,008,173

  • AREA AGENCY ON AGING - THIS PROGRAM PROVIDES A WIDE VARIETY OF SERVICES TO OLDER INDIVIDUALS, INCLUDING PREPARATION AND SERVING OF MEALS (97,294 MEALS), PROVISION OF IN-HOME HEALTH AND HOME MAINTENANCE SERVICES (75,298 HOURS), ACCESS TO SENIOR ACTIVITY CENTER (3,918 HOURS), AND 4,690 INDIVIDUALS RECEIVED INFORMATION AND ASSISTANCE. THE TOTAL NUMBER OF SENIOR CITIZENS 60+ SERVED WAS 13,071.

    Expenses $3,583,203 · Grants $797,278 · Revenue $181,030

  • CARE MANAGEMENT - PROVIDES A SYSTEM THAT ENSURES DELIVERY OF APPROPRIATE SERVICES TO SENIOR AND DISABLED INDIVIDUALS. IN 2023, 1,925 INDIVIDUALS WERE SERVED.

    Expenses $1,570,868

  • HOUSING - PROVIDES AFFORDABLE HOUSING PROJECT BENEFITS TO LOW-TO-MODERATE INCOME PERSONS, OLDER ADULTS, PHYSICALLY AND MENTALLY DISABLED PERSONS, HOMELESS PERSONS, AND SPECIAL NEEDS POPULATIONS. IN 2023, 321 HOUSEHOLDS WERE SERVED. WEATHERIZATION - PROVIDES ENERGY AUDITS OF HOMES IN ORDER TO HELP THE OCCUPANT CONSERVE ENERGY AND SAVE MONEY. IN 2023, 102 HOUSEHOLDS WERE SERVED. COMMUNITY SERVICES - PROVIDES VOLUNTEER SERVICES TO UNDERSERVED PERSONS WITHIN AREA IV AGENCY'S EIGHT-COUNTY SERVICE AREA. IN 2023, 119 VOLUNTEERS PARTICIPATED IN THIS PROGRAM PROVIDING 475.25 HOURS OF SERVICES TO 344 INDIVIDUALS. TRANSPORTATION - TOTAL NUMBER OF INDIVIDUALS AND TRIPS FOR 2023 WERE 263 AND 4,640. AREA IV TRANSIT PROVIDED TRANSPORTATION FOR OLDER OR MOBILITY-IMPAIRED PERSONS IN BENTON COUNTY AND THE CITY OF LAFAYETTE. AREA IV PUBLIC TRANSPORTATION FOR ALL PERSONS RESIDING IN RURAL TIPPECANOE COUNTY.

    Expenses $2,505,368 · Grants $1,919,214

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

Listed in Part VII

  • Elva James

    EXECUTIVE DI

    Total calculated
    $153,381
    From this org
    $139,655
    From related orgs
    $0
    Other
    $13,726
    Hours/week
    47

    Schedule J breakdown matched by us

    Base
    $138,405
    Bonus
    $1,250
    Other
    not reported
    Deferred
    $4,136
    Nontaxable benefits
    $9,590
    Filer's total
    $153,381

  • Julia Leahy

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Sana Booker

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    3

  • Kathy Elmore

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Chris Cohee

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Michael Cruz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Monica Doerr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sherry Fischer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cathy Gross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anne Gulbransen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cindy Mason

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Adam Meyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cindy Murray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chris Overman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jami Pratt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Yvonne Renz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cenia Snedeker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Yaritza Sanchez-Flores

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joretta Tinsman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202413109349302366

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