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← DISTRICT III AREA AGENCY ON AGING

Form 990 for tax year 2023

Filed by DISTRICT III AREA AGENCY ON AGING.

Totals

Total revenue
$8,247,001
Total expenses
$7,726,903
Contributions and grants received
$6,418,119
Grants paid
$0
Program service revenue
$1,625,726
Investment income
$6,283
Other revenue
$196,873
Total assets, end of year
$8,276,238
Total liabilities, end of year
$1,071,501
Net assets or fund balances, end of year
$7,204,737
Program services expenses (Part IX)
$7,361,937
Management and general expenses
$333,800
Fundraising expenses
$31,166
Program service expenses (Part III)
$7,361,937

Program services were 95.3% 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

    $16,160

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $163,936

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $5,830,668

  • 1f · All other contributions, gifts and grants

    $407,355

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Medicaid meals reimbursements

    total $891,793 · related or exempt $891,793 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Program income

    total $640,308 · related or exempt $640,308 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Medicaid reassessments

    total $93,625 · related or exempt $93,625 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $6,283 · related or exempt $0 · unrelated business $0 · excluded $6,283

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $239,344

  • 8a · Fundraising events: contributions included on line 1c

    $163,936

  • 8b · Fundraising events: direct expenses

    $42,471

  • 8c · Net income from fundraising events

    total $196,873 · unrelated business $0 · excluded $196,873

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $219,219 · program services $46,599 · management and general $172,620 · fundraising $0

  • 7 · Other salaries and wages

    total $2,956,864 · program services $2,927,029 · management and general $27,641 · fundraising $2,194

  • 8 · Pension plan contributions

    total $38,933 · program services $35,379 · management and general $3,541 · fundraising $13

  • 9 · Other employee benefits

    total $448,194 · program services $429,747 · management and general $18,119 · fundraising $328

  • 10 · Payroll taxes

    total $235,335 · program services $219,757 · management and general $15,427 · fundraising $151

  • 11e · Fees: professional fundraising services

    total $4,499 · fundraising $4,499

  • 11g · Fees: other

    total $200,996 · program services $171,357 · management and general $29,639 · fundraising $0

  • 12 · Advertising and promotion

    total $19,447 · program services $17,580 · management and general $91 · fundraising $1,776

  • 13 · Office expenses

    total $282,724 · program services $271,379 · management and general $11,345 · fundraising $0

  • 16 · Occupancy

    total $666,614 · program services $656,174 · management and general $10,440 · fundraising $0

  • 17 · Travel

    total $143,171 · program services $136,152 · management and general $7,011 · fundraising $8

  • 22 · Depreciation, depletion and amortization

    total $139,325 · program services $119,359 · management and general $19,966 · fundraising $0

  • 23 · Insurance

    total $9,470 · program services $9,077 · management and general $393 · fundraising $0

  • 24a · Other expenses: Raw food

    total $1,040,006 · program services $1,040,006 · management and general $0 · fundraising $0

  • 24b · Other expenses: Contractual

    total $708,602 · program services $708,602 · management and general $0 · fundraising $0

  • 24c · Other expenses: Program supplies

    total $232,463 · program services $209,551 · management and general $718 · fundraising $22,194

  • 24d · Other expenses: Home delivery costs

    total $210,630 · program services $210,630 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $170,411 · program services $153,559 · management and general $16,849 · fundraising $3

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,092,859 · end of year $5,563,167

  • 3 · Pledges and grants receivable

    beginning of year $950,607 · end of year $809,307

  • 4 · Accounts receivable

    beginning of year $361,381 · end of year $395,366

  • 8 · Inventories for sale or use

    beginning of year $68,469 · end of year $65,986

  • 9 · Prepaid expenses and deferred charges

    beginning of year $83,329 · end of year $72,839

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

    $1,633,739

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

    $1,033,437

  • 10c · Land, buildings and equipment, net

    beginning of year $402,543 · end of year $600,302

  • 15 · Other assets

    beginning of year $768,138 · end of year $769,271

  • 17 · Accounts payable and accrued expenses

    beginning of year $630,890 · end of year $625,907

  • 19 · Deferred revenue

    beginning of year $15,485 · end of year $17,920

  • 25 · Other liabilities

    beginning of year $434,147 · end of year $427,674

  • 27 · Net assets without donor restrictions

    beginning of year $6,646,800 · end of year $7,204,737

  • 28 · Net assets with donor restrictions

    beginning of year $4 · end of year $0

Mission and programs · 2023

Mission

Care Connection provides opportunities to create positive aging experience.

Activities or mission (Part I)

Care Connection provides opportunities to create positive aging experiences.

  • Nutrition: Provide hot, nutritious meals in dining rooms weekdays at lunchtime; hot and frozen meals delivered to seniors who are homebound - all to help person avoid isolation, be well nourished, and remain independent.

    Expenses $4,572,669 · Revenue $1,519,371

  • Supportive services: Provide transportation to medical appointments, senior center activities, or necessary shopping; care management, in-home services, telephone reassurance, and assistive items such as consumable supplies, assistive devices, and emergency response devices so that people can remain in their own homes; information and connection to a wide variety of services available in the community; and limited legal services.

    Expenses $1,140,451 · Revenue $12,730

  • Special Projects: Provide one-on-one, unbiased counseling to people who need to enroll or compare plans for Medicare, Medicaid, the Federal Health Insurance Marketplace and the Supplemental Nutritional Assistance Program; tax preparation for seniors; volunteer opportunities for a variety of agency programs and our communities; extension of home delivered meals, in-home services and case management services through county tax funds. Operate a statewide Senior Medicare Patrol (SMP) that empowers seniors to fine and report Medicare fraud. Provide case management for Veterans Directed Care services.

    Expenses $1,181,856 · Revenue $93,625

  • Disease Prevention, Family Caregiver, and Ombudsman services: Provide case management, information, training to caregivers of seniors or seniors who are caregivers of others. Provide health education programs and wellness classes that support seniors in living a healthy life and/or managing chronic diseases.

    Expenses $466,961

As filed on the 2023 return.

Listed in Part VII

  • Diana Hoemann

    Executive Director

    Total calculated
    $127,074
    From this org
    $105,698
    From related orgs
    $0
    Other
    $21,376
    Hours/week
    40

  • Cheryl Munsterman

    Chief Financial Officer

    Total calculated
    $108,673
    From this org
    $87,396
    From related orgs
    $0
    Other
    $21,277
    Hours/week
    40

  • Wendy Martin

    Executive Director

    Total calculated
    $19,131
    From this org
    $18,212
    From related orgs
    $0
    Other
    $919
    Hours/week
    40

  • Terri Bradley

    Chairperson

    Total calculated
    $0
    Hours/week
    0

  • Janelle Segari

    Vice Chairperson

    Total calculated
    $0
    Hours/week
    0

  • Pam Fidler

    Treasurer

    Total calculated
    $0
    Hours/week
    0

  • Susie Bliss

    Secretary

    Total calculated
    $0
    Hours/week
    0

  • Stacey Hutton

    Director

    Total calculated
    $0
    Hours/week
    0

  • Judith Stephens

    Director

    Total calculated
    $0
    Hours/week
    0

  • Martha Berlin

    Director

    Total calculated
    $0
    Hours/week
    0

  • Elaine Paxton

    Director

    Total calculated
    $0
    Hours/week
    0

  • Joe Aull

    Director

    Total calculated
    $0
    Hours/week
    0

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.

Provenance

Return type
form_990
Tax year
2023
Filed
27 January 2025
IRS schema version
2023v6.0
Source object
202520379349301047

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