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Nonprofiteer
← PSA 3 AGENCY ON AGING INC

Form 990 for tax year 2022

Filed by PSA 3 AGENCY ON AGING INC.

Totals

Total revenue
$22,892,368
Total expenses
$23,154,969
Contributions and grants received
$22,648,929
Grants paid
$94,601
Program service revenue
$231,184
Investment income
$3,198
Other revenue
$9,057
Total assets, end of year
$7,431,237
Total liabilities, end of year
$5,461,814
Net assets or fund balances, end of year
$1,969,423
Program services expenses (Part IX)
$19,613,368
Management and general expenses
$3,541,601
Fundraising expenses
$0
Program service expenses (Part III)
$19,613,368

Program services were 84.7% 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.

  • 1a · Federated campaigns

    $11,550

  • 1e · Government grants (contributions)

    $22,629,131

  • 1f · All other contributions, gifts and grants

    $8,248

  • 2a · Program service revenue: PROJECT INCOME

    total $169,158 · related or exempt $169,158

  • 2b · Program service revenue: CLIENT LIABILITY

    total $62,026 · related or exempt $62,026

  • 3 · Investment income

    total $3,198 · excluded $3,198

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $9,057 · excluded $9,057

  • 11e · Other revenue, total

    $9,057

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $94,601 · program services $94,601

  • 5 · Compensation of officers, directors and key employees

    total $229,094 · program services $151,805 · management and general $77,289

  • 7 · Other salaries and wages

    total $6,318,707 · program services $4,182,751 · management and general $2,135,956

  • 8 · Pension plan contributions

    total $204,688 · program services $137,364 · management and general $67,324

  • 9 · Other employee benefits

    total $577,296 · program services $387,417 · management and general $189,879

  • 10 · Payroll taxes

    total $512,117 · program services $343,677 · management and general $168,440

  • 11g · Fees: other

    total $674,580 · program services $364,476 · management and general $310,104

  • 16 · Occupancy

    total $371,345 · program services $171,432 · management and general $199,913

  • 17 · Travel

    total $140,417 · program services $75,606 · management and general $64,811

  • 22 · Depreciation, depletion and amortization

    total $26,738 · program services $22,455 · management and general $4,283

  • 24a · Other expenses: CONTRACT AND PROVIDER P

    total $13,402,570 · program services $13,402,570

  • 24b · Other expenses: MISCELLANEOUS

    total $381,066 · program services $157,167 · management and general $223,899

  • 24c · Other expenses: EQUIPMENT AND SUPPLIES

    total $221,750 · program services $122,047 · management and general $99,703

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,656,450 · end of year $2,423,179

  • 4 · Accounts receivable

    beginning of year $1,036,848 · end of year $1,673,941

  • 9 · Prepaid expenses and deferred charges

    beginning of year $113,512 · end of year $75,934

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

    $282,103

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

    $84,884

  • 10c · Land, buildings and equipment, net

    beginning of year $124,555 · end of year $197,219

  • 12 · Investments: other securities

    beginning of year $10,000 · end of year $10,000

  • 15 · Other assets

    beginning of year $0 · end of year $3,050,964

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,108,606 · end of year $1,988,673

  • 19 · Deferred revenue

    beginning of year $600,735 · end of year $332,554

  • 23 · Secured mortgages and notes payable

    end of year $92,100

  • 25 · Other liabilities

    beginning of year $0 · end of year $3,048,487

  • 27 · Net assets without donor restrictions

    beginning of year $2,232,024 · end of year $1,969,423

Mission and programs · 2022

Mission

TO PROMOTE THE HIGHEST QUALITY OF LIFE, AREA AGENCY ON AGING 3 WILL PROVIDE ACCESS TO A NETWORK OF SERVICES, EDUCATION, AND ADVOCACY AS THE REGION'S AGING AND DISABILITY RESOURCE EXPERT.

  • PASSPORT HOME CARE & ASSISTED LIVING MEDICAID WAIVER PROGRAM - UTILIZE STATE AND FEDERAL MEDICAID FUNDS TO OPERATE AND PROVIDE HOME AND COMMUNITY BASED SERVICES TO THE ELDERLY TO DELAY/DETER NURSING FACILITY PLACEMENT. PROVIDE SERVICES TO THE DISABLED AND ELDERLY FOR ASSISTED LIVING EXPENSES.

    Expenses $14,525,769 · Grants $94,601 · Revenue $62,026

  • TITLE III SERVICES OF THE OLDER AMERICANS ACT: FEDERALLY FUNDED SUPPORTIVE SERVICES TO ELDERLY INCLUDING SOCIALIZATION, TRANSPORTATION, NUTRITION, CAREGIVER SUPPORT INFORMATION & REFERRAL, CHORES, ETC.

    Expenses $2,194,131 · Revenue $50,050

  • OTHER PROGRAM SERVICES: THE OTHER PROGRAM SERVICES THAT ARE PROVIDED TO OLDER ADULTS THROUGH PSA 3 AGENCY ON AGING'S CONTRACTED SERVICE PROVIDERS INCLUDE: DAILY MEAL PROGRAMS, DAY CARE, HOME MAKING/PERSONAL CARE, HEALTH SCREENING, TRANSPORTATION, ESCORT, CHORE, HOME REPAIR, CASE MANAGEMENT, AND CARE COORDINATION PROGRAM. THE CARE COORDINATION PROGRAM IS DESIGNED TO LINK HOME CARE SERVICES TO THOSE VULNERABLE OLDER ADULTS WHO ARE AT RISK OF LOSING THEIR INDEPENDENCE DUE TO HAVING MULTIPLE PROBLEMS WITH DAILY LIVING TASKS AND SKILLS.

    Expenses $2,893,468 · Revenue $119,108

As filed on the 2022 return.

Listed in Part VII

  • JEFF ALLISON

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • LANETTE BRILEY

    VICE-CHAIRMAN, MEMBER AT L

    Total calculated
    $0
    Hours/week
    1

  • SHARON PURDY

    SECT/TREAS BEGIN 2/23

    Total calculated
    $0
    Hours/week
    1

  • DONNA GRIMM

    SECT/TREAS THRU 2/22

    Total calculated
    $0
    Hours/week
    1

  • CATHY DODSON

    TRUSTEE BEGIN 8/23

    Total calculated
    $0
    Hours/week
    1

  • GARTH BEATTY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KRIS SCHROEDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAN LEE

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • JUDY HRUSCHKA

    MEMBER AT LARGE BEGIN 6/28

    Total calculated
    $0
    Hours/week
    1

  • ANNETTA WATSON

    TRUSTEE THRU 4/26

    Total calculated
    $0
    Hours/week
    1

  • JACQUELYN LUCKE

    EXECUTIVE DIRECTOR

    Total calculated
    $120,861
    From this org
    $114,707
    From related orgs
    $0
    Other
    $6,154
    Hours/week
    53

  • LEANN ROLLAND

    CHIEF OPERATIONS OFFICER

    Total calculated
    $108,233
    From this org
    $97,658
    From related orgs
    $0
    Other
    $10,575
    Hours/week
    51

  • JIM MARTIN

    CONTRACTED CFO

    Total calculated
    $0
    Hours/week
    16

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202323079349302662

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