2017-03-06T10:23:55-06:00 2016-06-30 621073578 FRASIER DEAN & HOWARD PLLC 3310 West End Ave Ste 550 Nashville TN 37203 990 2015-07-01 620566419 Senior Citizens Inc DBA FiftyForward SENI 6157433400 174 Rains Avenue Nashville TN 37203 Janet Jernigan Executive Director 6157433400 2017-02-17 1 Sara G Moon P00034774 6153836592 X 2015 2021-01-29 14:40:06Z JANET JERNIGAN 174 Rains Avenue Nashville TN 37203 5327222 0 X WWW.FIFTYFORWARD.ORG X 1956 TN FiftyForward supports, champions and enhances life for those 50 and older. 43 43 98 2000 0 0 2864000 4087642 1047976 922203 16373 14134 213058 182243 4141407 5206222 25572 21863 0 0 2491627 2670369 0 0 428912 2121203 2037204 4638402 4729436 -496995 476786 16034211 16308198 4108098 3905299 11926113 12402899 X FiftyForward supports, champions and enhances life for those 50 and older. 0 0 2036108 562382 ACTIVITY CENTERS: OPERATION OF SEVEN ACTIVITY CENTERS ACROSS DAVIDSON AND WILLIAMSON COUNTIES IN TN PROVIDING PERSONAL GROWTH, HEALTH, RECREATIONAL, WELLNESS AND COMMUNITY OPPORTUNITIES TO OVER 2,000 ADULTS 50+. 915277 21863 77925 LIVING AT HOME: PROVISION OF INDEPENDENT LIVING SERVICES INCLUDING MEALS ON WHEELS, CONSERVATORSHIP, COMPANION CARE, ELDER CRIME VICTIM ADVOCACY, NEEDS ASSESSMENT, AND ADULT DAY CARE provide support to 500+ adults 50+.Adult Daycare: Services to provide relief to care givers.Care Team: 394981 FOSTER GRANDPARENT PROGRAM: IDENTIFICATION, TRAINING AND PLACEMENT OF APPROXIMATELY 70 ADULTS 55+ WHO PROVIDE TUTORING AND MENTORING TO APPROXIMATELY 1,000 AT RISK YOUNG CHILDREN THROUGH ON SITE VISITS TO AREA LEARNING CENTERS, HEAD START PROGRAMS, AND METROPOLITAN NASHVILLE ELEMENTARY SCHOOLS. 249066 104617 Retired Senior Volunteer Program: Match Mature Adults to Community Activities. 152518 177279 Fiftyforward Travel: To provide mature adults with travel experiences. 401584 281896 3747950 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 62 0 1 98 1 0 0 0 0 0 1 1 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X X TERESA MCDANIEL 6157433400 174 RAINS AVENUE NASHVILLE TN 37203 ALLYSON L YOUNG MED BOARD MEMBER 1.00 X 0 0 0 Amy Mohan bOARD MEMBER 1.00 X 0 0 0 Andrea Turner bOARD MEMBER 1.00 X 0 0 0 ASHFORD HUGHES BOARD MEMBER 1.00 X 0 0 0 BARBARA MOSS BOARD MEMBER 1.00 X 0 0 0 Beth Woodard bOARD MEMBER 1.00 X 0 0 0 BRIAN SHELTON BOARD MEMBER 1.00 X 0 0 0 CARL HAYNES BOARD MEMBER 1.00 X 0 0 0 CHARLIE CARDWELL BOARD MEMBER 1.00 X 0 0 0 CULLEN EARNEST BOARD MEMBER 1.00 X 0 0 0 Doug Small bOARD MEMBER 1.00 X 0 0 0 DR CHARLES MOUTON BOARD MEMBER 1.00 X 0 0 0 DR RALF HABERMANN BOARD MEMBER 1.00 X 0 0 0 EDDIE DAVIDSON BOARD MEMBER 1.00 X 0 0 0 GINA GRISHAM BOARD MEMBER 1.00 X 0 0 0 HARRIET FOLEY BOARD MEMBER 1.00 X 0 0 0 JANA LISLE PARHAM BOARD MEMBER 1.00 X 0 0 0 JANET RACHEL BOARD MEMBER 1.00 X 0 0 0 JENNIFER JOYCE secretary 1.00 X X 0 0 0 JERI HASSELBRING President-ELECT 1.00 X X 0 0 0 Jim Lancaster bOARD MEMBER 1.00 X 0 0 0 Julia Bonner bOARD MEMBER 1.00 X 0 0 0 Karah Jennings bOARD MEMBER 1.00 X 0 0 0 Karen Clark bOARD MEMBER 1.00 X 0 0 0 KERRI KELLEY FRYE Treasurer 1.00 X X 0 0 0 LAURA PURSWELL BOARD MEMBER 1.00 X 0 0 0 Linda Peek Schacht bOARD MEMBER 1.00 X 0 0 0 LUCY CHISM BOARD MEMBER 1.00 X 0 0 0 MARGARET DUNLAP BOARD MEMBER 1.00 X 0 0 0 MARY CLEMENTS BOARD MEMBER 1.00 X 0 0 0 MERCEDES LYTLE bOARD MEMBER 1.00 X 0 0 0 MICHAEL AULISIO BOARD MEMBER 1.00 X 0 0 0 PAM HESS BOARD MEMBER 1.00 X 0 0 0 PATRICIA HART BOARD MEMBER 1.00 X 0 0 0 Pete Stringer bOARD MEMBER 1.00 X 0 0 0 RENEE JENKINS bOARD MEMBER 1.00 X 0 0 0 ROBIN FRITZ BOARD MEMBER 1.00 X 0 0 0 SCOTT MCKEAN President 1.00 X X 0 0 0 Sondra Cruickshanks bOARD MEMBER 1.00 X 0 0 0 TERESA CORLEW BOARD MEMBER 1.00 X 0 0 0 TRAVIS RICHMOND BOARD MEMBER 1.00 X 0 0 0 Vanessa HIckman BOARD MEMBER 1.00 X 0 0 0 COURTNEY CALDWELL BOARD MEMBER 1.00 X 0 0 0 JANET JERNIGAN Executive Direc 34.00 2.00 X 101705 0 21774 101705 0 21774 1 0 0 0 0 358577 373949 121632 827866 2405618 44155 4087642 SERVICE FEES 900099 922203 922203 922203 13934 13934 200 0 200 200 200 283957 121632 121000 162957 162957 MISCELLANEOUS 900099 19286 19286 19286 5206222 922403 0 196177 21863 21863 104731 75304 16610 12817 1974259 1419519 313121 241619 10341 6134 3436 771 425472 252362 141376 31734 155566 111237 25153 19176 171825 152534 4174 15117 35041 8650 2379 24012 117203 65046 7102 45055 530640 498630 17461 14549 71056 69229 952 875 17603 11795 2126 3682 401829 401829 ASSISTANCE 290347 289880 234 233 SUPPLIES 175923 168635 2725 4563 TRAVEL AGENCY FEES 137443 137443 MAINTENANCE 66104 46427 7433 12244 22190 11433 8292 2465 4729436 3747950 552574 428912 167411 244554 1366725 1626784 680365 1125433 397557 451612 70767 31065 14349465 6330529 8266314 8018936 5085072 4809814 16034211 16308198 396714 393789 101611 105737 3609773 3405773 4108098 3905299 X 10038723 10053880 1887390 2349019 11926113 12402899 16034211 16308198 476786 0 X 0 1 X 1 0 X 3385419 4092658 2965842 2864000 4087642 17395561 3385419 4092658 2965842 2864000 4087642 17395561 1704067 15691494 44160 29173 22475 16373 13934 126115 7187 8345 24243 18138 19286 77199 17598875 6142493 0.89160 0.89850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2561559 3533 -80733 126914 26926 2330519 2594086 702 106018 113608 25639 2561559 2461282 5643 268252 108309 32782 2594086 2401635 108549 82332 102601 28633 2461282 2541509 6084 15604 107732 53830 2401635 1.00000 0 1 1 1620440 1620440 10947521 4834196 6113325 1767414 1496333 271081 14090 14090 8018936 CONSERVATOR TRUST ACCOUNTS 3405773 PREPAID RENT - BELLEVUE CENTER 1361425 DUE FROM RELATED ORG 42616 4809814 CONSERVATOR TRUST FUNDS LIABILITY 3405773 3405773 X 5383654 57650 121000 178650 5205004 1218 1218 5206222 4906868 57650 121000 178650 4728218 1218 1218 4729436 Part V, Line 4: THE ENDOWMENT FUND SHOWN IN PART V REPRESENTS AN ENDOWMENT ESTABLISHED AND MAINTAINED BY SENIOR CITIZENS FOUNDATION, INC. THE AMOUNTS REPORTED ARE BASED ON INFORMATION PRESENTED ON THE SUPPORT ORGANIZATIONS' LATEST FORM 990, YEAR-ENDED 12/31/2015. Senior Citizens Foundation, Inc. - "said organization is organized exclusively for charitable, religious, educational and scientific purposes, including for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the Internal Revenue Code of 1954 .... and include but are not limited to the following objectives: (a) In support of Senior Citizens Inc. ... (b) to establish a permanent endowment for Senior Citizens Inc. ..." Part X, Line 2: FiftyForward and SCA are not-for-profit organizations that are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Trust's income is set aside for charitable purposes. As such, its income should not be subject to federal income tax. Accordingly, the Organization has made no provision for income taxes. The Organization follows FASB ASC guidance concerning the accounting for income taxes recognized in an entity's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Organization has not recognized any tax related interest and penalties in the accompanying consolidated financial statements. Federal tax years that remain open for examination include the years ended June 30, 2014 through June 30, 2016. Part XI, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES 121,000. Part XI, Line 4b - Other Adjustments: Grants Included in Contributions 1,218. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES 121,000. Part XII, Line 4b - Other Adjustments: Grants Included in Contributions 1,218. Crown Affair 161830 72803 89027 4549 16798 10281 Viva La Diva 72873 72873 12851 537 24317 10 170886 48829 122057 1995 6323 15496 2446 25407 405589 121632 283957 1995 23723 32831 2446 60005 121000 162957 1 CATHOLIC CHARITIES TN 30 WHITE BRIDGE RD NASHVILLE TN 37205 620679520 501(c)(3) 20645 ASST W/ LIVING @ HOME PRGM 1 0 Part I, Line 2: FOR MONITORING THE CATHOLIC CHARITIES OF TN GRANT, FIFTYFORWARD RECEIVES A REPORT TWICE ANNUALLY TO ENSURE THE FUNDS ARE BEING UTILIZED PROPERLY. FIFTYFORWARD THEN REPORTS TO UNITED WAY SINCE THEY ARE THE GRANT ORGINATOR. X Meals & Assistance 12800 44155 FMV 0 0 0 Form 990, Part VI, Section A, line 1 EXECUTIVE COMMITTEE: PER FIFTYFORWARD BY-LAWS: ACTS IN LIEU OF THE BOARD OF DIRECTORS BETWEEN ITS MEETINGS, PERFORMS SUCH OTHER FUNCTIONS AS THE BOARD MAY HAVE ASSIGNED TO IT. SIX REGULAR MEETINGS SHALL BE HELD EACH YEAR AND ADDITIONAL MEETINGS MAY BE HELD AT THE DISCRETION OF THE PRESIDENT. MEMBERSHIP: PRESIDENT, PRESIDENT-ELECT, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES AND NOT MORE THAN TWO OTHER DIRECTORS WHO MAY BE NAMED BY THE PRESIDENT. Form 990, Part VI, Section B, line 11 THE REVIEW PROCESS INCLUDES AN ELECTRONIC DISTRIBUTION OF FORM 990 TO ALL BOARD OF DIRECTORS AND A SPECIFIC REVIEW BY FIFTYFORWARD DIRECTOR OF FINANCE AND OPERATIONS. Form 990, Part VI, Section B, line 12c DISCUSSION OF THE CONFLICT OF INTEREST POLICY OCCURS DURING NEW BOARD MEMBER ORIENTATION AS WELL AS AT BOARD MEETINGS THROUGHOUT THE YEAR. Form 990, Part VI, Section B, line 15a THE BOARD PRESIDENT OF FIFTYFORWARD EVALUATES SALARY LEVEL FOR THE EXECUTIVE DIRECTOR USING AREA SALARY SURVEY DATA, REVIEW OF 990 REPORTING FOR NON PROFITS OF SIMILAR SIZE AND/OR MISSION AND CONSULTATION WITH THE OFFICERS OF THE ORGANIZATION. Form 990, Part VI, Section C, line 19 THE DOCUMENTS ARE MADE AVAILABLE ON GIVINGMATTERS.COM 990 Part VI-B, Line 15B - Comprnsation N/A - NO OTHER OFFICERS ARE COMPENSATED AND NO OTHER EMPLOYEES MEET KEY EMPLOYEE CRITERIA. SENIOR CENTER FOR THE ARTS INC 174 RAINS AVENUE NASHVILLE TN 37203 201666137 ENHANCE ARTISTIC TALENTS & PROMOTE ART EXPERIENCES TN 501(C)(3) LINE 9 N/A 0 SENIOR CITIZENS FOUNDATION INC 174 RAINS AVENUE NASHVILLE TN 37203 621202660 TO SUPPORT SENIOR CITIZENS, INC. TN 501(C)(3) LINE 11A N/A 0 JOSEPH B KNOWLES TRUST FUND 174 RAINS AVENUE NASHVILLE TN 37203 116578808 SUPPORT SENIOR CITIZENS, INC. TN N/A T 40435 1596396 1.00000 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Joseph B Knowles Trust Fund C 90000 FMV