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← CICOA AGING & IN HOME SOLUTIONS INC

Form 990 for tax year 2024

Filed by CICOA AGING & IN HOME SOLUTIONS INC.

Totals

Total revenue
$36,360,238
Total expenses
$32,938,277
Contributions and grants received
$27,110,586
Grants paid
$1,182,217
Program service revenue
$8,846,808
Investment income
$256,297
Other revenue
$146,547
Total assets, end of year
$17,956,795
Total liabilities, end of year
$8,239,633
Net assets or fund balances, end of year
$9,717,162
Program services expenses (Part IX)
$30,152,376
Management and general expenses
$2,755,047
Fundraising expenses
$30,854
Program service expenses (Part III)
$30,152,376

Program services were 91.5% 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)

    $25,148,296

  • 1f · All other contributions, gifts and grants

    $1,962,290

  • 2a · Program service revenue: MEDICAID SERVICE FEES

    total $4,645,859 · related or exempt $4,645,859

  • 2b · Program service revenue: FEES FOR SERVICE INCOME

    total $3,788,465 · related or exempt $3,788,465

  • 2c · Program service revenue: PROJECT INCOME

    total $412,484 · related or exempt $412,484

  • 3 · Investment income

    total $177,095 · excluded $177,095

  • 7a · Gross sales of assets other than inventory

    securities $1,455,410 · other assets $58,914

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

    securities $1,405,865 · other assets $29,257

  • 7c · Gain or loss

    securities $49,545 · other assets $29,657

  • 7d · Net gain or loss

    total $79,202 · excluded $79,202

  • 11a · Other revenue: OTHER INCOME

    total $149,594 · excluded $149,594

  • 11b · Other revenue: EARNINGS FROM SUBSIDIARY

    total -$3,047 · excluded -$3,047

  • 11e · Other revenue, total

    $146,547

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,182,217 · program services $1,182,217

  • 5 · Compensation of officers, directors and key employees

    total $1,343,092 · program services $1,226,531 · management and general $116,813 · fundraising -$252

  • 7 · Other salaries and wages

    total $13,879,687 · program services $12,659,354 · management and general $1,225,455 · fundraising -$5,122

  • 8 · Pension plan contributions

    total $375,436 · program services $319,464 · management and general $55,796 · fundraising $176

  • 9 · Other employee benefits

    total $4,406,981 · program services $4,064,812 · management and general $341,159 · fundraising $1,010

  • 10 · Payroll taxes

    total $1,103,329 · program services $1,006,458 · management and general $96,647 · fundraising $224

  • 11b · Fees: legal

    total $8,063 · program services $1,421 · management and general $6,642

  • 11c · Fees: accounting

    total $55,381 · program services $52,270 · management and general $3,078 · fundraising $33

  • 11g · Fees: other

    total $1,647,380 · program services $1,248,085 · management and general $399,288 · fundraising $7

  • 13 · Office expenses

    total $264,983 · program services $239,876 · management and general $24,848 · fundraising $259

  • 14 · Information technology

    total $1,051,610 · program services $946,615 · management and general $70,747 · fundraising $34,248

  • 16 · Occupancy

    total $533,742 · program services $552,638 · management and general -$19,007 · fundraising $111

  • 17 · Travel

    total $326,130 · program services $324,842 · management and general $1,288

  • 19 · Conferences, conventions and meetings

    total $57,617 · program services $37,719 · management and general $19,898

  • 20 · Interest

    total $118,927 · management and general $118,927

  • 22 · Depreciation, depletion and amortization

    total $38,006 · program services $14,990 · management and general $23,016

  • 23 · Insurance

    total $252,870 · program services $241,074 · management and general $11,636 · fundraising $160

  • 24a · Other expenses: DIRECT SERVICE

    total $3,054,380 · program services $3,046,181 · management and general $8,199

  • 24b · Other expenses: FOOD COSTS

    total $2,973,650 · program services $2,973,650

  • 24c · Other expenses: BAD DEBT

    total $250,000 · management and general $250,000

  • 24d · Other expenses: OTHER PROGRAM COST

    total $12,490 · program services $12,490

  • 24e · All other expenses

    total $2,306 · program services $1,689 · management and general $617

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $284,570 · end of year $101,942

  • 2 · Savings and temporary cash investments

    end of year $2,683,515

  • 3 · Pledges and grants receivable

    beginning of year $4,130,365 · end of year $6,550,614

  • 4 · Accounts receivable

    beginning of year $861,725 · end of year $961,649

  • 7 · Other notes and loans receivable

    beginning of year $250,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,783 · end of year $72,260

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

    $586,536

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

    $515,569

  • 10c · Land, buildings and equipment, net

    beginning of year $138,231 · end of year $70,967

  • 11 · Investments: publicly traded securities

    beginning of year $4,989,394 · end of year $4,663,725

  • 15 · Other assets

    beginning of year $3,438,932 · end of year $2,852,123

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,219,706 · end of year $4,093,630

  • 19 · Deferred revenue

    beginning of year $188,757

  • 25 · Other liabilities

    beginning of year $4,798,815 · end of year $4,146,003

  • 27 · Net assets without donor restrictions

    beginning of year $881,158 · end of year $4,743,586

  • 28 · Net assets with donor restrictions

    beginning of year $5,071,564 · end of year $4,973,576

Mission and programs · 2024

Mission

CICOA EMPOWERS OLDER ADULTS, THOSE OF ANY AGE WITH A DISABILITY, AND THEIR CAREGIVERS BY PROVIDING THE INNOVATIVE ANSWERS, SERVICES, AND SUPPORT THEY NEED 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 $15,262,861 · Grants $598,428 · Revenue $4,478,174

  • NUTRITION: CICOA SERVED 431,910 MEALS TO SENIORS AND PERSONS WITH DISABILITIES THROUGH ITS NEIGHBORHOOD MEAL SITE AND HOME DELIVERED MEAN PROGRAMS IN MARION AND THE SURROUNDING COUNTIES

    Expenses $4,909,054 · Grants $192,475 · Revenue $1,440,333

  • OTHER SUPPORT: CICOA PROVIDES OTHER SUPPORT TO SENIORS AND ADULTS WITH DISABILITIES INCLUDING FUNDS FOR TRANSPORTATION, LEGAL ASSISTANCE, SENIOR SERVICE AGENCIES, AND SOCIAL SERVICES. CICOA ALSO PROVIDES SERVICES TO THOSE WHO MAY NEED HELP WITH THEIR MEDICARE BILLING, FINDING LOCAL SUPPORT, AND CARE OPTIONS FOR FAMILIES THROUGH THEIR ELDER SOLUTIONS PROGRAM. CICOA PROVIDED INFORMATION AND ASSISTANCE TO 154,594 INDIVIDUALS AND FAMILIES.

    Expenses $9,980,461 · Grants $391,315 · Revenue $2,928,301

As filed on the 2024 return.

Listed in Part VII

  • KATHY FRANK

    IMMEDIATE PAST CHAIR/FOUND

    Total calculated
    $0
    Hours/week
    1

  • KISHA TANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SONJA BUCKNER-MARION

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CASE CALVERT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CHARLIE MERCER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEANNA CONERLY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAWANDA GIRTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARIE MYERS

    TREASURER/2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KIM GARRIOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GRUBS

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TAUHRIC BROWN

    CEO

    Total calculated
    $230,688
    From this org
    $204,896
    From related orgs
    $0
    Other
    $25,792
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $204,896
    Bonus
    $0
    Other
    $0
    Deferred
    $10,566
    Nontaxable benefits
    $15,226
    Filer's total
    $230,688

  • MICHAEL JOHNSON

    CFO

    Total calculated
    $130,233
    From this org
    $114,294
    From related orgs
    $0
    Other
    $15,939
    Hours/week
    40

  • STEPHEN GERBER

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $177,417
    From this org
    $158,109
    From related orgs
    $0
    Other
    $19,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,109
    Bonus
    $0
    Other
    $0
    Deferred
    $8,250
    Nontaxable benefits
    $11,058
    Filer's total
    $177,417

  • LISA SCHNEEKLOTH

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $211,615
    From this org
    $166,183
    From related orgs
    $0
    Other
    $45,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,183
    Bonus
    $0
    Other
    $0
    Deferred
    $13,662
    Nontaxable benefits
    $31,770
    Filer's total
    $211,615

  • G DENISE WEATHERSBE

    CHIEF HUMAN CAPITAL OFFICE

    Total calculated
    $152,827
    From this org
    $128,531
    From related orgs
    $0
    Other
    $24,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,531
    Bonus
    $0
    Other
    $0
    Deferred
    $6,204
    Nontaxable benefits
    $18,092
    Filer's total
    $152,827

  • DONATA DUFFY

    VP BUSINESS DEVELOPMENT

    Total calculated
    $139,834
    From this org
    $111,387
    From related orgs
    $0
    Other
    $28,447
    Hours/week
    40

  • ERICA SEABAUGH

    VP OF IN-HOME SERVICES/ CHIEF OPERATING OFFICER

    Total calculated
    $142,406
    From this org
    $117,258
    From related orgs
    $0
    Other
    $25,148
    Hours/week
    40

  • KRISTEN BROCK

    SENIOR DIRECTOR OF FINANCI

    Total calculated
    $158,072
    From this org
    $121,391
    From related orgs
    $0
    Other
    $36,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,391
    Bonus
    $0
    Other
    $0
    Deferred
    $5,996
    Nontaxable benefits
    $30,685
    Filer's total
    $158,072

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

  • 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

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 · TECHNOLOGY SOLUTIONS · IN · 55% owned · share of income $145,989 · share of assets $9,235 · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202611359349313911

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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