2015-11-16T11:10:40-06:00 2015-06-30 621073578 FRASIER DEAN & HOWARD PLLC 3310 WEST END AVE STE 550 NASHVILLE TN 37203 990 2014-07-01 620566419 SENIOR CITIZENS INC DBA FIFTYFOWARD SENI 6157433400 174 RAINS AVENUE NASHVILLE TN 37203 JANET JERNIGAN EXECUTIVE DIRECTOR 6157433400 2015-11-16 1 SARA G MOON P00034774 6153836592 X 2014 2016-02-25 16:41:14Z JANET JERNIGAN 174 RAINS AVENUE NASHVILLE TN 37203 4243882 0 X WWW.FIFTYFORWARD.ORG X 1956 TN FIFTYFORWARD ENRICHES THE LIVES OF ADULTS 50+ BY PROVIDING PATHWAYS TO HEALTH, WELL-BEING AND LIFELONG LEARNING. 53 53 96 2000 0 0 2965842 2864000 1081113 1047976 30725 16373 213949 213058 4291629 4141407 31061 25572 0 0 2483010 2491627 0 0 416033 2240216 2121203 4754287 4638402 -462658 -496995 15729590 16034211 3307241 4108098 12422349 11926113 X FIFTYFORWARD ENRICHES THE LIVES OF ADULTS 50+ BY PROVIDING PATHWAYS TO HEALTH, WELL-BEING AND LIFELONG LEARNING. 0 0 2259626 1047976 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+. 467768 25572 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. 390105 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. 236613 RETIRED SENIOR VOLUNTEER PROGRAM: MATCH MATURE ADULTS TO COMMUNITY ACTIVITIES. 224249 ADULT DAYCARE: SERVICES TO PROVIDE RELIEF TO CARE GIVERS. 190052 FIFTYFORWARD TRAVEL: TO PROVIDE MATURE ADULTS WITH TRAVEL EXPERIENCES. 650914 3768413 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 69 0 1 96 1 0 0 0 0 0 1 1 0 0 0 0 X 53 53 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 LINDA PEEK SCHACHT BOARD MEMBER 1.00 X 0 0 0 JIM LANCASTER BOARD MEMBER 1.00 X 0 0 0 BETH WOODARD BOARD MEMBER 1.00 X 0 0 0 ANDREA TURNER BOARD MEMBER 1.00 X 0 0 0 MELINDA DRENNAN BOARD MEMBER 1.00 X 0 0 0 MARY CLEMENTS BOARD MEMBER 1.00 X 0 0 0 MARGARET DUNLAP BOARD MEMBER 1.00 X 0 0 0 PAM HESS BOARD MEMBER 1.00 X 0 0 0 MICHELE MCCLELLAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL AULISIO BOARD MEMBER 1.00 X 0 0 0 LAURA PURSWELL BOARD MEMBER 1.00 X 0 0 0 KERRI KELLEY FRYE TREASURER 1.00 X X 0 0 0 LUCY CHISM BOARD MEMBER 1.00 X 0 0 0 LEIGH WILLIAMS BOARD MEMBER 1.00 X 0 0 0 PATRICIA HART BOARD MEMBER 1.00 X 0 0 0 TRAVIS RICHMOND BOARD MEMBER 1.00 X 0 0 0 TRACY RODE BOARD MEMBER 1.00 X 0 0 0 TERESA CORLEW BOARD MEMBER 1.00 X 0 0 0 VANESSA HICKMAN BOARD MEMBER 1.00 X 0 0 0 RICHARD COURTNEY BOARD MEMBER 1.00 X 0 0 0 RENEE JENKINS SECRETARY 1.00 X X 0 0 0 TAMMY HAZELWOOD BOARD MEMBER 1.00 X 0 0 0 ROBIN FRITZ BOARD MEMBER 1.00 X 0 0 0 RICHARD EXTON BOARD MEMBER 1.00 X 0 0 0 CINDY NATSCH 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 DR RALF HABERMANN BOARD MEMBER 1.00 X 0 0 0 DR CHARLES MOUTON BOARD MEMBER 1.00 X 0 0 0 BARBARA MOSS BOARD MEMBER 1.00 X 0 0 0 ASHFORD HUGHES BOARD MEMBER 1.00 X 0 0 0 ALLYSON L YOUNG MED BOARD MEMBER 1.00 X 0 0 0 BRIAN SHELTON BOARD MEMBER 1.00 X 0 0 0 CAROLYN ERMEY BOARD MEMBER 1.00 X 0 0 0 CARL HAYNES BOARD MEMBER 1.00 X 0 0 0 BYRON FAWKNOTSON BOARD MEMBER 1.00 X 0 0 0 JANIE CHAFFIN BOARD MEMBER 1.00 X 0 0 0 JANET RACHEL BOARD MEMBER 1.00 X 0 0 0 JANA LISLE PARHAM BOARD MEMBER 1.00 X 0 0 0 JENNIFER JOYCE BOARD MEMBER 1.00 X 0 0 0 JOSEPH CHICKEY BOARD MEMBER 1.00 X 0 0 0 JOHN YOUNG BOARD MEMBER 1.00 X 0 0 0 JERI HASSELBRING BOARD MEMBER 1.00 X 0 0 0 HARRIET FOLEY BOARD MEMBER 1.00 X 0 0 0 GINA GRISHAM BOARD MEMBER 1.00 X 0 0 0 GRETCHEN GEAGAN BOARD MEMBER 1.00 X 0 0 0 EDDIE DAVIDSON BOARD MEMBER 1.00 X 0 0 0 MEGAN O'ROURK BOARD MEMBER 1.00 X 0 0 0 MERCEDES LYTLE PRESIDENT 1.00 X X 0 0 0 DON GREENE BOARD MEMBER 1.00 X 0 0 0 CAROLYN SCHOTT BOARD MEMBER 1.00 X 0 0 0 SCOTT MCKEAN PRESIDENT-ELECT 1.00 X X 0 0 0 RHEA DYER BOARD MEMBER 1.00 X 0 0 0 JANET JERNIGAN EXECUTIVE DIREC 34.00 2.00 X 99118 0 19323 99118 0 19323 0 0 0 0 0 373720 252066 111204 838991 1288019 48260 2864000 SERVICE FEES 900099 1047976 1047976 1047976 16373 16373 297395 111204 102475 194920 194920 MISCELLANEOUS 900099 18138 18138 18138 4141407 1047976 0 229431 25572 25572 102147 73352 16293 12502 1910420 1371881 304715 233824 40300 30402 6068 3830 288827 217893 43487 27447 149933 107612 23841 18480 199639 172457 11699 15483 32429 9110 259 23060 110213 61697 6653 41863 557192 526218 16552 14422 83093 81157 695 1241 14897 9164 2044 3689 402097 402095 2 ASSISTANCE 291260 291181 0 79 TRAVEL AGENCY FEES 176112 176112 SUPPLIES 163128 155693 2721 4714 MAINTENANCE 60138 40886 6915 12337 31005 15931 12014 3060 4638402 3768413 453956 416033 316736 167411 1338602 1366725 924808 680365 233977 397557 69022 70767 14195016 5928702 8536809 8266314 43770 4265866 5085072 15729590 16034211 528475 396714 75443 101611 2703323 3609773 3307241 4108098 X 10306537 10038723 2115812 1887390 12422349 11926113 15729590 16034211 -496995 759 0 X 0 1 X 1 1 1 X 3117291 3385419 4092658 2965842 2864000 16425210 3117291 3385419 4092658 2965842 2864000 16425210 1474797 14950413 37848 44160 29173 22475 16373 150029 6092 7187 8345 24243 18138 64005 16639244 5998987 0.89850 0.89410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2594086 702 106018 113608 25639 2561559 2461282 5643 268252 108309 32782 2594086 2401635 108549 82332 102601 28633 2461282 2541509 6084 15604 107732 53830 2401635 2431024 28915 240766 125852 33344 2541509 1.00000 0 1 1 1620440 1620440 10864585 4494984 6369601 1701991 1433718 268273 8000 8000 8266314 CONSERVATOR TRUST ACCOUNTS 3609773 PREPAID RENT - BELLEVUE CENTER 1442044 DUE FROM RELATED ORG 33255 5085072 CONSERVATOR TRUST FUNDS LIABILITY 3609773 3609773 X 4297364 759 57650 102475 160884 4136480 4927 4927 4141407 4793600 57650 102475 160125 4633475 4927 4927 4638402 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 12/31/2014. 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, 2012 THROUGH JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 102,475. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS INCLUDED IN CONTRIBUTIONS 4,927. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 102,475. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS INCLUDED IN CONTRIBUTIONS 4,927. CROWN AFFAIR 171379 81619 89760 4642 16597 10959 VIVA LA DIVA 79107 79107 9846 8393 12411 8 158113 29585 128528 1861 10744 27022 408599 111204 297395 16349 35734 50392 102475 194920 1 CATHOLIC CHARITIES TN 30 WHITE BRIDGE RD NASHVILLE TN 37205 620679520 501(C)(3) 20645 ASST W/ LIVING @ HOME PRGM FIFTYFORWARD ENDOWMENT 174 RAINS AVE NASHVILLE TN 37203 621202660 501(C)(3) 4927 PASS THRU ENDOWMENT CONTRIB. 2 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 14000 48260 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 189525 1659143 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