2026-06-29T11:07:45-04:00 2025-09-30 640394922 WATKINS WARD AND STAFFORD PLLC PO BOX 1345 STARKVILLE MS 39760 990 2024-10-01 237024899 URBAN JACKSONVILLE INC URBA 9048071203 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 LEE E WILSON CFO 9048071203 2026-06-25 true true PERRY C RACKLEY JR CPA P01055816 6623239071 2026-06-25 2024 2025-03-06 01:10:19Z AGING TRUE SAMUEL P HALL 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 14413405 false X WWW.AGINGTRUE.ORG X 1968 FL THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE SERVICES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. 11 11 125 486 0 2028300 4637822 12355153 9175420 160509 131152 3696 400 14547658 13944794 0 0 3681982 4105304 0 0 10750366 11116124 14432348 15221428 115310 -1276634 7252906 5255370 2080280 1364049 5172626 3891321 X THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE SERVICES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. false false 4924243 3951748 UJI NUTRITION SERVICES PROVIDES QUALIFIED ELDERLY OR DISABLED PEOPLE WITH HOT, NUTRITIOUS MEALS DELIVERED TO THEIR HOMES EACH DAY. THE MEALS ON WHEELS DEPARTMENTS IN DUVAL AND CLAY COUNTY ALSO DELIVER FROZEN AND SHELF- STABLE MEALS WHEN SUCH MEALS ARE INTENDED TO BE EATEN ON DAYS SUBSEQUENT TO THEIR DELIVERY. THERE ARE A VARITY OF WAYS THROUGH WHICH MEALS ARE PROVIDED TO ELIGBLE CLIENTS. HOT MEALS ARE PROVIDED AT CONGREGRATE SENIOR CENTERS AND THE CATHEDRAL RESIDENCES. A TOTAL OF 433,147 MEALS WERE DELIVERED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. 2664839 1765996 RESPITE SERVICES PROVIDE IN-HOME ASSISTANCE AND RELIEF TO CAREGIVERS OF FRAIL, HOMEBOUND ELDERS AGED SIXTY AND OVER. THE INTENT OF RESPITE IS TO PROVIDE FAMILY CAREGIVERS WITH A MUCH NEEDED BREAK IN ORDER TO ALLOW THE FAMILY UNIT TO CONTINUE CARING FOR A HOMEBOUND ELDER WITHOUT BECOMING ILL THEMSELVES. THE ORGANIZATION PROVIDED 77,831 HOURS OF RESPITE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. 2476892 1909309 HOMEMAKING AND PERSONAL CARE SERVICES PROVIDE IN-HOME ASSISTANCE TO FRAIL, HOMEBOUND ELDERS AGED SIXTY AND OVER. THE INTENT IS TO PROVIDE DIRECT ASSISTANCE TO CLIENTS IN MEETING THEIR NEEDS FOR THE COMPLETION OF DOMESTIC CHORES AND PROVIDE PERSONALLY ATTENTIVE TASKS THAT PRESERVE THE VIABILITY OF THEIR HOME AND CONTRIBUTE TO THEIR OVERALL HEALTH AND WELL BEINGING. THE ORGANIZATION PROVIDED 70,221 HOURS OF HOMEMAKING AND PERSONAL CARE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. 2046520 1548367 OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING SENIOR CENTER RECREATIONAL ACTIVITIES, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE AND CAREGIVER TRAINING AND SUPPORT. 2046520 1548367 12112494 true true false false false false false false true false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 21 0 125 true false false false false false false false false X 11 11 false false false false false true false true true false false true true true true true true true true false X LEE E WILSON CFO LEE E WILSON CFO 9048071203 4250 LAKESIDE DR STE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 TERESA K BARTON PAST CEO 4.00 36.00 X 0 306010 44624 SAMUEL P HALL CEO 4.00 36.00 X 0 162452 52652 LEE E WILSON CFO 4.00 36.00 X 0 159994 15220 NICOLE EGAN DIR. OF CARE 40.00 X 135073 0 19105 REBECCA L BERG PAST CHAIR/D X X 0 0 0 DR WHITNEY GEORGE DIRECTOR X 0 0 0 PASQUALE GILBERTO DIRECTOR X 0 0 0 ANDREW HARMON CHAIR ELECT/ X X 0 0 0 DR AMBER ISLEY DIRECTOR X 0 0 0 KEVIN KENNEY SECRETARY/DI X X 0 0 0 GREGORY REDMON CHAIR/DIRECT X X 0 0 0 SIMON ROBINSON DIRECTOR X 0 0 0 ALFRED W RUTLAND DIRECTOR X 0 0 0 MICHAEL R WEATHERBY DIRECTOR X 0 0 0 SHARON T WILBURN DIRECTOR X 0 0 0 135073 628456 131601 1 false true false CAPSTONE HOME HEALTH CARE CAPSTONE HOME HEALTHCARE 9310 OLD KINGS RD JACKSONVILLE FL 32257 IN-HOME SERVICE 796207 COMFORT KEEPERS COMFORT KEEPERS 9951 ATLANTIC BLVD JACKSONVILLE FL 32225 IN-HOME SERVICE 758898 ADARON FOOD GROUP ADARON FOOD GROUP 13924 BRADLEY COVE RD JACKSONVILLE FL 32218 MEALS & DELIV. 738535 B&E SOLUTIONS B&E SOLUTIONS 10752 DEERWOOD PARK BLVD JACKSONVILLE FL 32256 IN HOME SERVICE 491601 4 297434 4077441 262947 4637822 COMMUNITY CARE FOR ELDERY 5353794 5353794 FEDERAL TITLE III PROGRAMS 2319179 2319179 LSF CONTRACT REVENUE 818954 818954 OTHER PROGRAM REVENUE 297839 297839 DOEA RELIEF 258678 258678 126976 126976 9175420 115683 115683 484080 468611 15469 15469 15469 MISCELLANEOUS 400 400 400 13944794 9306972 3260012 2059192 1200820 146066 81027 65039 451961 250716 201245 247265 137165 110100 549000 274500 274500 205300 102650 102650 16252 8126 8126 4023 2635 1388 123541 61771 61770 265646 132823 132823 251640 131423 120217 94986 61070 33916 148087 59234 88853 244331 137982 106349 SERVICE PROVIDERS 4749055 4749055 FOOD & SUPPLIES 2443125 2443125 SERVICE PURCHASES 725320 725320 MAINTENANCE/REPAIRS/VEHIC 533475 219090 314385 762343 475590 286753 15221428 12112494 3108934 0 821366 860870 3732196 1725355 34092 185611 1174181 870935 423969 303246 2191659 2082275 49624 44237 53776 7252906 5255370 1831762 1336021 93693 28028 154825 2080280 1364049 X 5076126 3711149 96500 180172 5172626 3891321 7252906 5255370 -1276634 -4671 X false true X true true true X 2115751 1603353 1549959 2028300 4637822 11935185 2115751 1603353 1549959 2028300 4637822 11935185 11935185 74779 11886 17059 160509 131152 395385 2090956 2296074 5696 400 4393126 16723696 52094233 0.71370 0.64670 X PART II, LINE 10 OTHER INCOME 35,217 FORGIVENESS OF DEBT DUE AFFILLATE 2,087,247 EMPLOYEE RETENTION TAX CREDIT 2,270,662 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 176335 231404 229906 177833 false 1174181 870935 303246 303246 13944794 13944794 13944794 15221428 15221428 15221428 SCHEDULE D, PAGE 2, PART IV, LINE 1B THE ORGANIZATION SERVES AS CUSTODIAN FOR CERTAIN CLIENT-OWNED FUNDS UNDER TWO PROGRAMS. UNDER THE PROTECTIVE SERVICES COUNSELING PROGRAM, THE ORGANIZATION PROVIDES DAILY MONEY MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO ARE IN FINANCIAL CRISIS IN ORDER THAT THEY MAY REMAIN IN INDEPENDENT LIVING SITUATIONS. THE FUNDS ARE RECEIVED FROM SOCIAL SECURITY, SSI AND OTHER SOURCES, AND REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT, TO BE DISBURSED ONLY AS AUTHORIZED OR REQUESTED. THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. UNDER THE GUARDIANSHIP PROGRAM, THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES AND FUNDS MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO HAVE NO ONE ELSE TO ASSIST THEM. QUALIFIED INDIVIDUALS ARE DETERMINED BY A PHYSICIAN, AND THE COURT AUTHORIZES EACH GUARDIANSHIP. THE FUNDS MANAGED BY THE ORGANIZATION REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT. ACCORDINGLY, THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. false false false false false false false false false TERESA K BARTON PAST CEO 306010 41138 3486 350634 SAMUEL P HALL CEO 162452 50810 1842 215104 LEE E WILSON CFO 159994 13348 1872 175214 NICOLE EGAN DIR. OF CARE SERV. 135073 19105 154178 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE SERVICES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. FORM 990, PAGE 1, PART I, LINE 6 APPROXIMATELY TWO/THIRDS OF UJI VOLUNTEERS IN ANY GIVEN FISCAL YEAR PARTICIPATE IN THE MEALS ON WHEELS PROGRAM BY ASSISTING WITH THE COLLECTION, STAGING AND DISTRIBUTION OF HOME-DELIVERED MEALS TO PARTICIPATING SENIORS FROM A VARIETY OF LOCATIONS ALL AROUND NORTHEAST FLORIDA. ABOUT ANOTHER QUARTER OF THE TOTAL NUMBER ARE THOSE WHO PARTICIPATE IN SUPPORTING SPECIAL EPISODIC AND CORPORATE ACTIVITIES LIKE HOLIDAY PARTIES AND PROMOTIONAL EVENTS. THEY RECEIVE NO COMPENSATION FOR THEIR EFFORTS, OTHER THAN THE GREAT APPRECIATION OF OUR AGENCY, AND OF THOSE WHO BENEFIT FROM THE SERVICES THEY PROVIDE. A SMALL NUMBER OF VOLUNTEERS ARE THOSE WHO SPECIFICALLY SERVE YEAR-ROUND IN THE "RELIEF" PROGRAM, IN WHICH THEY PROVIDE REGULARLY SCHEDULED PERIODS OF RESPITE TO FULL-TIME CAREGIVERS OF OUR ELDERLY AND INFIRM CLIENTS. THESE VOLUNTEERS RECEIVE MONTHLY STIPEND PAYMENTS THAT ARE INTENDED TO PARTIALLY REIMBURSE THEM FOR INCURRED EXPENSES SUCH AS TRAVEL AND MEALS, BASED ON THE NUMBER OF HOURS THEY SERVE IN A GIVEN MONTH. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING SENIOR CENTER RECREATIONAL ACTIVITIES, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE AND CAREGIVER TRAINING AND SUPPORT. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS APPROVE ALL NEW BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINAL VERSION OF THE ANNUAL FORM 990 RETURN IS EMAILED TO AND REVIEWED BY THE CEO/EXECUTIVE DIRECTOR, THE CFO, AND ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION HAS A FORMAL CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE. EACH NEW BOARD MEMBER AND OFFICER RECEIVES AS PART OF THEIR ORIENTATION MATERIALS A COPY OF THE CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE AND RECEIVES TRAINING ON WHAT CONSTITUTES A CONFLICT OF INTEREST. EACH BOARD MEMBER AND OFFICER MUST COMPLETE AN ANNUAL AFFIRMATION OF THE COMPLIANCE AND DISCLOSURE STATEMENT, AND AGREES TO REPORT ANY FUTURE POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER OR OFFICER MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. WHEN A MOTION OR ISSUE IS RAISED IN A BOARD MEETING WHICH CONTAINS POSSIBLE CONFLICTS, THE SPECIFIC BOARD MEMBER MUST ABSTAIN FROM ALL DELIBERATIONS AND VOTING ON THE ISSUE OR TRANSACTION. ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY OTHER MANAGERS OR EMPLOYEES OTHER THAN BOARD MEMBERS OR OFFICERS MUST BE DISCLOSED TO THE COMPLIANCE COMMITTEE, WHO WOULD THEN REPORT ANY SIGNIFICANT ISSUES TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT COMPENSATION SURVEYS AND FROM FORM 990 COMPENSATION DATA OF OTHER NON- PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2025 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR ALL PAID OFFICER POSITIONS. THE EXECUTIVE COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT COMPENSATION SURVEYS AND FROM FORM 990 COMPENSATION DATA OF OTHER NON- PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2025 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 596161532 ADMIN. FL 501C 10 N/A false CATHEDRAL TERRACE INC CATHEDRAL TERRACE INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 237301688 HOUSING FL 501C 10 N/A false CATHEDRAL COURT INC CATHEDRAL COURT INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 591842385 HOUSING FL 501C 10 N/A false CATHEDRAL TOWERS 2 INC CATHEDRAL TOWERS 2 INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 474251993 HOUSING FL 501C 10 N/A false CATHEDRAL TOWNHOUSE 2 INC CATHEDRAL TOWNHOUSE 2 INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 474265886 HOUSING FL 501C 10 NA false CFJ ASHLEY INC CFI ASHLEY INC 4250 LAKESIDE DRIVE SUITE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 843228772 HOUSING FL 501C 10 NA false false false false false false false false false false false true false true false true false false false true COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES INC K 126000 ACTUAL PAYMENT COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES INC M 613700 ACTUAL PAYMENT COMMUNITY SENIOR SERVICES INC COMMUNITY SENIOR SERVICES INC S 150000 ACTUAL PAYMENT