SSI & SSF 2020 FINANIAL AND DONOR REPORT

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BCSSI & BCSSF 2020 FINANCIAL AND DONOR REPORT (765)482-5220 or (317)873-8939 [email protected] www.booneseniors.org

Transcript of SSI & SSF 2020 FINANIAL AND DONOR REPORT

Page 1: SSI & SSF 2020 FINANIAL AND DONOR REPORT

BCSSI & BCSSF

2020 FINANCIAL AND

DONOR REPORT

(765)482-5220 or (317)873-8939

[email protected]

www.booneseniors.org

Page 2: SSI & SSF 2020 FINANIAL AND DONOR REPORT
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BCSSI 2020 UNITS OF SERVICE

Program Number of

Participants

Number of

Units

Transportation 748 16,401

Personal Service (includes Homemaker

& Attendant Care)

113 3,447

Respite 7 2,326

Outreach/Information

& Assistance (includes social media)

1,299 195,210

Guardianship 2 107

Legal 16 16

Friendly Visitor 15 965

Other Volunteers 81 1,326

Activities (includes lunches)

263 918

Workshops/Caregiver

Support (includes Tech Time)

102 957

Unduplicated Clients Other Unit Notes: BCSSI loaned out 100 pieces of durable medical

equipment, including wheelchairs, walkers, shower stools, crutches,

and more, during 2020. This program is free of charge to those in

need.

2,073

The mission of BCSSI—Boone County Senior Services, Inc. is to promote independence

and provide enriching opportunities for older adults in Boone County.

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REVENUE

United Way Allocation $65,024

United Way Donor Choice $5,992

Agency Fund Raising $129,348

Government Reimbursements $363,846

Government Grants $123,162

Program Service Fees $114,648

Private Grants $125,059

Misc. Revenue /Investment Income $31,291

In-Kind Revenue (includes fuel) $39,952

Total $998,322

EXPENSES

Salaries $557,579

Employee Benefits & Payroll Taxes $54,912

Professional and Contract Fees $50,412

Repairs & Maintenance $55,335

Supplies, Postage & Printing $27,441

Utilities $24,927

Travel /Fuel & Conferences/Meetings $16,569

Insurance $85,646

Misc. Expenses $31,198

In-Kind (includes fuel) $39,952

Allowable Depreciation $69,919

Total without Depreciation $943,971

The above unaudited accrual basis financial report is based on revenues and

expenses in all agency funds as of December 31, 2020.

BCSSI 2020 FINANCIAL REPORT

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We are honored to announce the

2020 BCSSI Circle of Friends

Platinum

Friends supporting $1000 and up

Gold

Friends supporting $500-$999

America’s Charities

Brett & Shari Bayston

Bob & Anita Bowen

Matthew Busenbarrick

Jim & Christina Bush

Community Foundation of Boone County

Bruce & Brenda Cunningham

Xandra Hamilton

Leo J. Falke Rev Trust

George & Nancy Morton

Susan Moser

Myers Mortuary

Ron & Marilyn Neese

North Salem State Bank

Stan & Beverly Rader

Karen Richards

Jerry & Betty Richardson

Craig Terrill

Jeanne Wait

Christopher & Ember Atkinson

Don & Janet Barnett

Jerry & Eva Bohannon

Roger & Danielle Burrus

Dr. & Mrs. William Chapman

Tom & Judy Cunningham

George & Jean Curts

Mike & Carrie Dale

John Deck

Jim & Sandy Driesbach

First Baptist Church

Fraternal Order of Eagles, No. 2062

Conner Hammerle

Dr. Russell “Doc” Hardin

Hickory Hall Polo Club

Monte & Florence Juillerat

Sheldon & Mary Marrs

Kay Martin

J. Carroll & Sarah McMath

Joe & Ann Newsom

Russ & Helen Roberts

Mr. & Mrs. Kenneth Spolnik

George & Kimberly Tikijiann III

Thorntown Lions Club

Dale Turner

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Silver Friends supporting $250-$499

Bronze Friends supporting $100-$249

Steven Allen

Allen & Elaine Andrews

Claire Baker

Kenneth & Vicki Carr

Jack & Kathryn Chase

Zach & Maili Davis

Ronald & Mary Dixon

David & Denise Donley

Jerry & Marjorie Erskine

Rob & Zoe Farrow

Roy & Kathy Flanary

Paul & Yvonne Frankewich

Gary French

David & Jeanne Hamernik

Rick & Amy Hammerle

Gene Keck

Donald & Lynn Kenyon

Bonnie Klingler

Kate Koehler

Gary Lanpher

Dr. Dwight Lee

Danielle Lehmkuhler

Robin Moffitt

Brian Ojala

Dr. & Mrs. Kirk Parr

Charles Sawyer

Todd Stanley

Jerry & Sally Tanselle

Colleen Thomas

Jeff Tribbett

United Way of Greater Lafayette

Bill & Sharon Walker

Marcia & Alan Wilhoite

Adams Electric

Akard’s Village Hardware

Alpha Beta Chapter of Kappa Kappa Kappa

Joanne Applegate

Ron & Susi Bartlett

Cliff & Nancy Beesley

Rosanne Bonjouklian

Joseph Boyd

Lois Buntin

Brenda Burkholder

Paul & Virginia Caltrider

Dennis & Barb Carrell

Dan & Deb Christian

Janice Cox

Mary Cox

Kathie Criss

Bob & Phyllis Duff

Elizaville Baptist Church

Curt Emanuel

Jeff & Jessica Evans

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Bronze Circle (continued)

Karen Evans

Steve & Gail Ford

Tabatha Garing

Dave Garver

Jeff & Amy Godby

George & Mary Grabianowski

AK & Pat Gyger

Charlene Hackett

Russ & Sue Handlon

Taggart Helterbran

John Hine

Terena James

Alicia Johnson

Joann Jones

Pat Jones

Ora & Daleann Kincaid III

Richard & Carolyn Koontz

George & Georgia Kreil

Kroger Community Rewards

Margaret Larr-McFrye

Glen Larson

Mr. & Mrs. Marvin Lasley

Lebanon Lions Club

Sheila Lingle

Thomas & Barbara Litowski

Steven Magnusen

Jess & Janice Martin

Margie McConnaha

Bill & Marilyn Mihelc

Allen & Jane Milburn

Paul & Lisa Mohler

Mary Moreland

Elton & Beverly Newhart

Roger & Joyce Povolock

John & Arlene Quinn

Charles & Judith Reinke

Doris Saulmon

Steve Schroeder

George & Elaine Schuetz

JR & Kathy Servies

Lois Sharpe

Patricia Shockley

Ralph & Jan Stacy

Bill & Linda Stuteville

Jeanie Swisher

Betty Thayer

Pauline Thompson

Ron & Jayne Thompson

George & Nancy Tikijian

United Way of Greater Atlanta

Doug & Barbara Vawter

James & Joan Voyles, Jr.

Ken & Lynn Wakefield

James & Judith Washburn

Terrie Watts

Trudy Williams

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Copper

Friends supporting $50-$99

Wendy Sloman & Pam Anderson

Kirt & Kathy Adams

Max Allen

Nancy Allen

Tamila Allen-Stuart

George & Barbara Anderson

Kenny & Peggy Bailey

Jim & Karen Barnett

Terry Barnett

Carolyn Blubaugh

Jeannie Brandenburg

Angela Caldwell

Lillian Cato

Jason & Sara Crew

Richard & Terre Dawson

Wanda Deal

Bill Denny

Nadine Ditzenberg

Carol Duncan

Rick Elsbury

Estate of Hilda Blubaugh

Meredith Federle

Vince & Peggy Flecker

Julie Fletcher

French Family Dentistry

Natalie German

David Giger

Patricia Golladay

Edward Gott

James Haines

Jane Hammock

Ed Harvey

Liz Hay

Roger Henry

Eric Imboden

Amanda Kenworthy

Phyllis Kouns

Norm & Ginny Mazurowski

Lindsey McDonald

Carolyn McFerran

Deborah McIntyre

Gina Middaugh

Willard Neslon

Jaclynne Otterman

Mary Beth Pauley

Jack Pittlsey

Gary & Peggy Powell

Alan & Brenda Quick

Eric & Kari Ragsdale

Trent Richardson

Judy Ritter

Jon & Sandra Robertson

Grace Rowe

Ron Selby

Richard & Janet Self

Sonya Shoup

Gregory Smith

Lisa Stanley

David Sullivan

Lana Surface

Ron & Kay Thompson

United Way of Midland County

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Contributor Friends supporting up to $49

Copper Circle (continued)

United Way of Southeastern Michigan

Richard & Mary Williams

Marg Williamson

David Wines

Dana & Ellen Witte

Amazon Smile Foundation

Kelly Avenatti

Barbara Baute

Diana Beason

Nathan Bohlmann

Gene & Vivian Bokash

Christopher Borsch

Paul Burch

Bridgette Burtner

Russell & Betty Chelf

Julia Clement-Voight

Bill Compton

Xiaonan Deng

Sherrie Dick

Glenda Sue Eicks

Kyle Endres

Aaron & Carolyn Everett

Marcus Flores

Christie Freeze

Megan Girvan

Nancy Goldsberry

Angie Halford

Arlene Hillenburg

Eleanor Hinton

Betsy Inskeep

Patricia James

Tom & Kandi Killin

Lucy Klar

Brady Little

George & Peggy Lumley

Betty Maze

Amanda Meko

William Moran

Karen Neaville

Tim Nelson

Network for Good

Jennifer Nicolaou

Jay & Marjorie Niemann

Audrey Nordstrom

Shirley O’Neal

Rosemary Parks

Sharon Peterman

Austin Ranney

Karen Roth-Byers

Shawnna Sickels

Angie Stonehill

Richard & Debbie Thies

Jo Tohill

Tom Volbrecht

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Contributor Circle (continued)

Nancy Walworth

J.R. White

Judith Wilson

Kathryn Wolfla

Andrea Yoder

Greta Zeralsky

Memorial Gifts

Nikki Barton

Dana & Ellen Witte

Becky Roberts

Dale Beason

John & Lucy Ridge

Gladys Dickey

Rolling Wheels Chapter 18

Gary Kinsey

Al & Sue Fields

Delma Jean Beckham

Evelyn Garrison

Danny Blubaugh

Chuck & Cindy Hickson

Eva Bohannon’s Brother

Paul & Yvonne Frankewich

Virginia (Ginny) Bowen

Chuck & Cindy Hickson & Family

Kate Koehler

Tom & Judy Cunningham

Ron & Marilyn Neese

Ken & Margie Keene

Bill & Sharon Walker

Ralph Burris

Cindy Hickson

.

Dan Carmichael

Ron & Marilyn Neese

Pete & Sandy Obremskey

Stephen Chinn

George & Barbara Anderson

Jean Christian

Chuck & Cindy Hickson

Floyd Coon

Ken & Margie Keene

Joette Cross

Cindy Hickson

Janie Cunningham

Jim & Christina Bush

Jayne Doolan

Rod & Jean Rose

Eva Edwards

Al & Sue Fields

TJ Fleck

Cindy Hickson

Wilbur French

Dennis & Margaret Williams

Sandra & Jon Robinson

Edna Grater

JR & Kathy Servies

In Memory of...

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In Memory of…(continued)

Byron Hackett

AK Gyger

Jim & Christina Bush

Ken & Margie Keene

Louise Ott

William & Anita Padgett

Lois Sharpe

Richard Hitch

Gene Ryan

Donald Hoffman

AK & Pat Gyger

Fay Isenhower

Jim & Christina Bush

Richard & Janet Self

Jerry Jones

Betty Jones

John David Kelley

Jim & Christina Bush

Ken & Margie Keene

Bill & Sharon Walker

Bonnie Kemna

Kate Koehler

John Spitznogle

Joe & Gerry Fettig

Chuck & Cindy Hickson

Larry & Deborah Hamilton

White River Yacht Club, Inc.

William (Bill) Lambert

Rex & Nancy Goldsberry

Bonnie Goodnight

Martin & Jeannette Rinehart

White & Diann Lambert

Kenneth & Joyce Orem

Anita Padgett

Bill & Pat Calhoun

Friends of Courtney Norman: Sam Traina,

Paula Hudson, & Carol Radtke

Miriam Lenox

The Coons Siblings: Frances, Libby, Kate,

Margaret, Barbara, Sarah, John, Matt, &

Jean

Pete & Sandy Obremskey

Sue Lowe

Cindy Hickson

Rosalie Maggart

“500 Card Club”

Luanne McGhee

Gulielma McGowan

Peg Mohler

Karen Niemeyer

Marica Kunz

Joe & Vaughnie Slipher

Charlene Hackett

Donna Culbertson

Larry & Carol Evans

Merrill & Linda Smith

Ray & Pam Kerkhof

Joan Moffitt

Chuck & Cindy Hickson

Ruby Nesbitt

George & Barbara Anderson

Verna Newton

Jaunita Miller

Steve Obremskey

Tom & Judy Cunningham

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In Memory of…(continued)

Pat Ostewig

Judy Brower

Donna Parker

Chuck & Cindy Hickson

Alvin Ping

Bob, Anita & Brayton Bowen

Joseph & Geraldine Fettig

William Myers

Ron & Marilyn Neese

Jerry & Eva Bohannon

Dick & Janet Self

Gene & Denise Long

Witham Rehab Department

Richard Prather

Debi Prather

Ramo Price

Chuck & Cindy Hickson

Joyce Richardson

George & Barbara Anderson

Robert & Helen Riner

Ronald & Jayne Thompson

Diana Roberds

John & Cora Martin & Family

Justine Roberts

Jim & Christina Bush

Vicki Saalwaechter

Tom & Judy Cunningham

Shirley Schenkel

Keith & Martha Campbell

Ed Schilling

Tom & Judy Cunningham

John Cowan

Chuck & Cindy Hickson

Ken & Margie Keene

Lois Sharpe

Bill & Sharon Walker

Herb Searles

Lee & Chris Brown

Christopher Nelson

Cheryl Micallef

Robert L. Sharpe

Lois Sharpe

Laurie Slaughter Brown

Bill & Linda Stuteville

Pete & Sandy Obremskey

Ken & Margie Keene

Marjorie Padgett

Eloise Anna Smith

Gulielma McGowan

Gene Souders

Cindy Hickson

Don & Janet Barnett

Russell & Helen Roberts

Marvin & Shirley Lasley

Claude R. Sparks

Kathryn Sparks

Freida Spaulding

Jim & Christina Bush

Mary Ellen Stephenson

Marilyn King

Eunice Stephenson

Myra Summerville

Chuck & Cindy Hickson

Loretta Thacker

Rod & Jean Rose

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In Memory of…(continued)

Alice Toney

Ken & Margie Keene

Marilyn Tribbett

Cinda Gutierrez

Linda Jones

Ron & Susi Bartlett

John Cowan

Chuck & Cindy Hickson

Joe Klar

Bonnie Tunkus

Chuck & Cindy Hickson

Dane Walker

Jeff Tribbett

Bill & Sharon Walker

Fern Ward

Bill & Sharon Walker

Ronnie Wright

Al & Sue Fields

Honor Gifts

In Honor of...

Jack & Kay Chase

Joe & Breann Fink

Bob & Julie Comte

Juanita Keith

John Cowan

Tom & Judy Cunningham

Vickie Daupert

Shelia Lingle

Yvonne Frankewich

Evan Bohannon, Barbara Anderson, &

Kay Horner

Sharon Wood

Patrick Higgins

Margie Niles

Allen, Jane & Kirk Milburn

Jeannie Wait

Art & Eleanor Neville

Carol Neaville-Wright & Karen Neaville

The Transportation Drivers, esp. David B. Jones

Shelia Lingle

Richard E. Wait

Jeannie Wait

World War II Roundtable

Allen & Elaine Andrews

Throughout 2020, BCSSI was strengthened by some very special Covid-19 grants and funding

including from the Community Foundation of Boone County, the Central Indiana Senior Fund, a fund

of the Central Indiana Community Foundation, United Way of Central Indiana Community Economic

Relief Fund (C-CERF) and the United Way of Central Indiana Facilities Grant, plus CARES Act funding

to support our Boone Area Transit System . In addition, we are grateful for annual support from the

Boone County Commissioners/Boone County Council, CICOA Aging and In-Home Solutions, United

Way of Central Indiana and the Boone County Senior Services Foundation.

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2020 BCSS Foundation Donors The mission of the Foundation is to build a fund so Boone County Senior Services, Inc.

(BCSSI) can continue to serve older adults in Boone County.

Foundation Benefactors $10,000-$2,500

Maria Shepherd

Foundation Associate Donors

$1,000-$2,499

John & Ann Cook

Duane & Kim Fortune

Patricia A. Hughes

Barbara Kroemer

Jim & Rae Ann Messenger

George & Nancy Morton

North Salem State Bank

Foundation Contributors

$250-$999

Jerry & Eva Bohannon

Robert & Kathryn Budreau

Tom & Judy Cunningham

Steve & Taffy Day

David & Cindy Elliott

Jerry & Marjorie Erskine

Daniel & Carol Fisher

Jane Hammock

David & Erin Herr

Chuck & Cindy Hickson

Gene Keck

Bonnie Klingler

Bob & Diana Lamb

Sheldon & Mary Marrs

Dan Mitchell

John & Arlene Quinn

Vasey Heating & Air Conditioning, Inc.

Witham Health Services

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Foundation Supporters

Up to $249

George & Barb Anderson

Don & Janet Barnett

Delores Bender

Doug & Karen Campbell

Ken & Vicki Carr

Dennis & Barb Carrell

Bill Compton

Rick & Jennifer Elsbury

Kent & Charlotte Frandsen

Dave Garver

Joan Hysong

Jack & Pat Jones

George & Georgia Kreil

Jenny Lemen

Frances Lind

Jim & Shirley Maines

Paul & Lisa Mohler

Jim & Marcia Mossman

Ron & Marilyn Neese

Gary & Peggy Powell

Sonya Shoup

Ron & Jayne Thompson

George & Nancy Tikijian

Alan & Ruth Ann Townsend

Bill & Sharon Walker

Foundation Memorial Gifts

Marilee Frandsen

Kent & Charlotte Frandsen

Wayne Kroemer

Barbara Kroemer

Johanna Mohringer

Maria Shepherd

Bob & Helen Riner

Ron & Jayne Thompson

In Memory of...

BCSSI wants to stay engaged with you year-round. If you are not receiving our

Senior Sounds newsletter that is issued every other month, please e-mail us at

[email protected]. The newsletter is available in print and electronic

versions. We also invite you to connect with us on Facebook, Instagram and

Twitter to get the latest BCSSI news & updates. Thank you for your support.

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BCSSF Legacy Donors

Bob & Anita Bowen

Duane & Kimberly Fortune

Jane A. Hammock

Bonnie Klingler

Ed Mitro & Rick Whiteman

The Russell & Helen Roberts Family

Bill & Sharon Walker

Through the Boone County Senior Services Foundation’s Legacy Program, you have the

power to leave a legacy that will make a real impact on Boone County’s growing senior

population. A gift made through a deferred mechanism can endow a program, fund a

special service, or help meet the changing needs of the organization in the future.

The Legacy Program donor tree is pictured on the front of this report.

Names will be added as individuals make their intentions known to the Foundation.

BCSSF Financial Report*

Cash:

Checking $114,970.84

Investments:

Certificates of Deposit $590,740.75

Mutual Funds & Stocks $635,763.48

Total Assets $1,341,475.07

*unaudited figures

DONATION FORM

Name: _______________________________________________________

Address: _________________________________________________________________________________

Phone number: ________________________________________________

E-mail Address: ____________________________________________________________________________

I would like to direct my donation to the: ________ Agency ________ Foundation

Please contact me to talk more about the Legacy Program:________________

We also accept donations by credit card. Please give us a call at (765)482-5220. Thank you.

Page 17: SSI & SSF 2020 FINANIAL AND DONOR REPORT
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BCSSI

Boone County Senior Services, Inc.

515 CrownPointe Drive

Lebanon, IN 46052-8335

(765) 482-5220 (317) 873-8939

FAX (765) 482-5239

[email protected]

www.booneseniors.org

BCSSI, with offices in Lebanon and Zionsville, has been promoting independence and

providing enriching opportunities for older adults in Boone County since 1978.