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← CICOA AGING & IN HOME SOLUTIONS INC

Form 990 for tax year 2022

Filed by CICOA AGING & IN HOME SOLUTIONS INC.

Totals

Total revenue
$37,312,933
Total expenses
$39,364,904
Contributions and grants received
$23,718,711
Grants paid
$924,881
Program service revenue
$13,332,303
Investment income
$115,968
Other revenue
$145,951
Total assets, end of year
$14,499,618
Total liabilities, end of year
$3,427,421
Net assets or fund balances, end of year
$11,072,197
Program services expenses (Part IX)
$34,144,343
Management and general expenses
$5,181,870
Fundraising expenses
$38,691
Program service expenses (Part III)
$34,144,343

Program services were 86.7% 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)

    $21,129,279

  • 1f · All other contributions, gifts and grants

    $2,589,432

  • 2a · Program service revenue: Medicaid Service Fees

    total $13,045,728 · related or exempt $13,045,728

  • 2b · Program service revenue: Project Income

    total $286,575 · related or exempt $286,575

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $72,689 · excluded $72,689

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $43,279

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $43,279 · other assets $0

  • 7d · Net gain or loss

    total $43,279 · excluded $43,279

  • 11a · Other revenue: Other Income

    total $145,951 · excluded $145,951

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $145,951

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $924,881 · program services $924,881

  • 5 · Compensation of officers, directors and key employees

    total $996,782 · management and general $996,782

  • 7 · Other salaries and wages

    total $17,885,702 · program services $17,070,639 · management and general $795,830 · fundraising $19,233

  • 8 · Pension plan contributions

    total $550,346 · program services $516,714 · management and general $33,050 · fundraising $582

  • 9 · Other employee benefits

    total $3,675,858 · program services $3,423,554 · management and general $248,447 · fundraising $3,857

  • 10 · Payroll taxes

    total $1,426,415 · program services $1,296,927 · management and general $128,027 · fundraising $1,461

  • 11b · Fees: legal

    total $179,412 · management and general $179,412

  • 11c · Fees: accounting

    total $79,475 · management and general $79,475

  • 11g · Fees: other

    total $6,967,369 · program services $4,528,841 · management and general $2,429,273 · fundraising $9,255

  • 13 · Office expenses

    total $1,155,531 · program services $1,032,321 · management and general $119,777 · fundraising $3,433

  • 14 · Information technology

    total $868,068 · program services $817,722 · management and general $50,117 · fundraising $229

  • 16 · Occupancy

    total $686,154 · program services $643,953 · management and general $41,655 · fundraising $546

  • 17 · Travel

    total $419,656 · program services $403,774 · management and general $15,882 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $111,186 · program services $82,812 · management and general $28,330 · fundraising $44

  • 20 · Interest

    total $2,917 · management and general $2,917

  • 22 · Depreciation, depletion and amortization

    total $40,435 · program services $40,435

  • 23 · Insurance

    total $52,711 · program services $52,711

  • 24a · Other expenses: Food

    total $3,212,899 · program services $3,212,899

  • 24b · Other expenses: Dues and Memberships

    total $108,508 · program services $80,818 · management and general $27,647 · fundraising $43

  • 24c · Other expenses: Community Education/Awareness

    total $19,737 · program services $14,700 · management and general $5,029 · fundraising $8

  • 24d · Other expenses: Books and Periodicals

    total $862 · program services $642 · management and general $220 · 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 $500 · end of year $500

  • 2 · Savings and temporary cash investments

    beginning of year $7,612,857 · end of year $7,602,849

  • 3 · Pledges and grants receivable

    beginning of year $9,117,107 · end of year $5,262,592

  • 4 · Accounts receivable

    beginning of year $93,587 · end of year $567,615

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $339,900 · end of year $524,336

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

    $672,567

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

    $649,194

  • 10c · Land, buildings and equipment, net

    beginning of year $63,808 · end of year $23,373

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $500,000 · end of year $518,353

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,002,769 · end of year $2,437,576

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,419,623 · end of year $989,845

  • 27 · Net assets without donor restrictions

    beginning of year $13,305,367 · end of year $11,072,197

Mission and programs · 2022

Mission

CICOA Aging & In-Home Solutions empowers older adults, those of any age with a disability and family caregivers to achieve the greatest possible independence, dignity and quality of life. The organization SERVES many counties in Indiana, including BOONE, HAMILTON, HANCOCK, HENDRICKS, JOHNSON, MARION, MORGAN, AND SHELBY COUNTIES.

Activities or mission (Part I)

CICOA Aging & In-Home Solutions empowers older adults, those of any age with a disability and family caregivers to achieve the greatest possible independence, dignity and quality of life.

  • 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.

    Expenses $26,577,432 · Grants $924,881 · Revenue $13,102,568

  • NUTRITION: CICOA SERVED 469,688 MEALS TO SENIORS AND PERSONS WITH DISABILITIES THROUGH ITS NEIGHBORHOOD MEAL SITE AND HOME DELIVERED MEAL PROGRAMS IN MARION AND THE SURROUNDING COUNTIES.

    Expenses $5,503,905 · Revenue $132,232

  • OTHER SUPPORT: CICOA PROVIDES OTHER SUPPORT TO SENIORS AND ADULTS WITH DISABILITIES INCLUDING FUNDS FOR TRANSPORTATION, LEGAL ASSISTANCE, SENIOR SERVICES AGENCIES, AND SOCIAL SERVICES. CICOA ALSO PROVIDES SERVICES TO THOSE WHO MAY NEED HELP WITH MEDICARE BILLING, FINDING LOCAL SUPPORT, AND CARE OPTIONS FOR FAMILIES THROUGH THEIR ELDER SOLUTIONS PROGRAM. CICOA PROVIDED INFORMATION AND ASSISTANCE TO 45,938 INDIVIDUALS AND FAMILIES.

    Expenses $2,063,006 · Revenue $97,503

As filed on the 2022 return.

Listed in Part VII

  • Calvert Case

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Deanna Conerly

    2nd Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Kathy Frank

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Marie Myers

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Mike Brower

    1st Vice chair

    Total calculated
    $0
    Hours/week
    1

  • Peter Bisbecos

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Brianna Saunders

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laura Haynes

    Foundation Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Michael Simmons

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rev Reginald Fletcher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sonja Buckner-Marion

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Johnson

    CFO

    Total calculated
    $187,786
    From this org
    $177,697
    From related orgs
    $0
    Other
    $10,089
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,697
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,089
    Filer's total
    $187,786

  • Tauhric Brown

    CEO

    Total calculated
    $215,848
    From this org
    $189,760
    From related orgs
    $0
    Other
    $26,088
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $189,760
    Bonus
    $0
    Other
    $0
    Deferred
    $7,116
    Nontaxable benefits
    $18,972
    Filer's total
    $215,848

  • Beth Skinner

    Chief Human Capital Officer

    Total calculated
    $161,620
    From this org
    $161,620
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,620
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $161,620

  • Jonathan Hang

    VP OF INNOVATION

    Total calculated
    $125,584
    From this org
    $101,167
    From related orgs
    $0
    Other
    $24,417
    Hours/week
    40

  • Lisa Schneekloth

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $165,941
    From this org
    $135,523
    From related orgs
    $0
    Other
    $30,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,523
    Bonus
    $0
    Other
    $0
    Deferred
    $10,842
    Nontaxable benefits
    $19,576
    Filer's total
    $165,941

  • Stephen Gerber

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $140,603
    From this org
    $123,545
    From related orgs
    $0
    Other
    $17,058
    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. 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

None.

Answered no

None.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • Duett Inc

    C Corporation · Technology Solutions · IN · share of assets $98,161 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349307950

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