AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC (EIN 59-1854441)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-05-01
- IRS object ID
- 202521219349302487
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T21:46:44-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591854441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AREA AGENCY ON AGING FOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AREA | BusinessNameControlTxt |
| Phone | 2396526900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 WINKLER AVE SUITE 112 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33916 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY BOAZ-HAYES | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2396526900 | PhoneNum |
| Signature | 2025-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC WHITFIELD CPA | PreparerPersonNm |
| PTIN | P00125986 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2025-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | HURRICANE HELENE AND MILTON | SpecialConditionDesc |
| Principal Officer | WENDY BOAZ-HAYES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18160 OLD DOMINION CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,797,438 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAASWFL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $23,646,298 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,797,414 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,565 | PYInvestmentIncomeAmt |
| CY Investment Income | -$126,644 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $23,649,863 | PYTotalRevenueAmt |
| CY Total Revenue | $29,670,770 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,328,460 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,010,686 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,191,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,698,960 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,993 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,654,252 | PYOtherExpensesAmt |
| CY Other Expenses | $4,403,603 | CYOtherExpensesAmt |
| PY Total Expenses | $23,174,662 | PYTotalExpensesAmt |
| CY Total Expenses | $28,113,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $475,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,557,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,470,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,835,866 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,421,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,157,019 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,049,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,678,847 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,589,344 | ExpenseAmt |
| Grant | $8,583,045 | GrantAmt |
| Desc | OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. 2,735 CLIENTS WERE SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,543,050 | ExpenseAmt |
| Grant | $11,543,050 | GrantAmt |
| Desc | GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. 5,852 SENIORS WERE ABLE TO REMAIN IN THEIR OWN HOMES LONGER BY PARTICIPATING IN THESE PROGRAMS. BY HELPING A SENIOR REMAIN AT HOME THEIR QUALITY OF LIFE IS BETTER AND THE COST OF SUPPORT CARE IS LESS COSTLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,963,327 | ExpenseAmt |
| Desc | VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS AND MAINTAIN LIVING AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE PLANNING, AND FISCAL MANAGEMENT SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,107,850 | ExpenseAmt |
| Grant | $872,991 | GrantAmt |
| Desc | ADDITIONAL PROGRAMS INCLUDE SHINE PROGRAM, WELLNESS AND MEDICATION MANAGEMENT, HOME ENERGY ASSISTANCE, INFO AND INTAKE AND OTHER PROGRAMS THAT ASSIST THE ELDERLY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,107,850 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $872,991 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $25,203,571 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COCCHIERI | PersonNm |
| Phone | 2396526900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 WINKLER AVENUE | AddressLine1Txt |
| Address Line2 | SUITE 1120 | AddressLine2Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33916 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARCIELA MORADO | ||||||
| EXEC DIR AFT | 40.00 | Yes (X) | $124,629 | $0 | $0 | |
| RICHARD COCCHIERI | ||||||
| CFO | 40.00 | Yes (X) | $95,283 | $0 | $0 | |
| GARRETT ANDERSON | ||||||
| OFFICER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN BERGER | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| WENDY BOAZ-HAYES | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE BOERKOEL | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR LESLEY CLACK | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JAHA CUMMINGS | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| DAN KATZ | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| PAM KELLER | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR DENISE MCNULTY | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| DEREK ROONEY PA | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| BETH PRATHER | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VICTORIA STARYK | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINA STEWART | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MERIAM JACKIE WALKER | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $219,912 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $29,158,510 | GovernmentGrantsAmt |
| All Other Contributions | $638,904 | AllOtherContributionsAmt |
| Total Contributions | $29,797,414 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24 | TotalRevenueColumnAmt |
| Exclusion | $24 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $126,668 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$126,668 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$126,668 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$126,668 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,670,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$126,668 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $24 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,792,286 | TotalAmt |
| Program Services | $20,792,286 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,400 | TotalAmt |
| Program Services | $218,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,912 | TotalAmt |
| Program Services | $75,841 | ProgramServicesAmt |
| Management And General | $144,071 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,961,873 | TotalAmt |
| Program Services | $673,323 | ProgramServicesAmt |
| Management And General | $1,288,550 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,272 | TotalAmt |
| Program Services | $44,390 | ProgramServicesAmt |
| Management And General | $94,882 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,699 | TotalAmt |
| Program Services | $69,068 | ProgramServicesAmt |
| Management And General | $147,631 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,204 | TotalAmt |
| Program Services | $63,665 | ProgramServicesAmt |
| Management And General | $97,539 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,265 | TotalAmt |
| Program Services | $2,053 | ProgramServicesAmt |
| Management And General | $12,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,645 | TotalAmt |
| Program Services | $30,457 | ProgramServicesAmt |
| Management And General | $180,634 | ManagementAndGeneralAmt |
| Fundraising | $554 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,577 | TotalAmt |
| Program Services | $20,593 | ProgramServicesAmt |
| Management And General | $76,984 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,271 | TotalAmt |
| Program Services | $142,404 | ProgramServicesAmt |
| Management And General | $129,743 | ManagementAndGeneralAmt |
| Fundraising | $1,124 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,045 | TotalAmt |
| Program Services | $4,178 | ProgramServicesAmt |
| Management And General | $22,867 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,003 | TotalAmt |
| Program Services | $102,012 | ProgramServicesAmt |
| Management And General | $199,991 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,799 | TotalAmt |
| Program Services | $9,455 | ProgramServicesAmt |
| Management And General | $31,344 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,131 | TotalAmt |
| Management And General | $67,131 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,654 | TotalAmt |
| Program Services | $15,800 | ProgramServicesAmt |
| Management And General | $39,854 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SERVICES | $3,032,476 | $2,689,750 | $342,726 | |
| OTHER EXPENSES | $276,028 | $244,832 | $12,881 | $18,315 |
| AWARDS & RECOGNITION | $5,709 | $5,064 | $645 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,113,249 | TotalAmt |
| Program Services | $25,203,571 | ProgramServicesAmt |
| Management And General | $2,889,685 | ManagementAndGeneralAmt |
| Fundraising | $19,993 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,460,789 | BOYAmt |
| EOY | $5,248,977 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,695,188 | BOYAmt |
| EOY | $4,600,290 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180 | BOYAmt |
| EOY | $16,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $563,662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $289,645 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,770 | BOYAmt |
| EOY | $274,017 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,871,669 | BOYAmt |
| EOY | $2,696,518 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,470,596 | BOYAmt |
| EOY | $12,835,866 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,329 | BOYAmt |
| EOY | $237,421 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,378,208 | BOYAmt |
| EOY | $4,294,209 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,781,509 | BOYAmt |
| EOY | $2,625,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,421,046 | BOYAmt |
| EOY | $7,157,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,049,550 | BOYAmt |
| EOY | $5,678,847 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,049,550 | BOYAmt |
| EOY | $5,678,847 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,470,596 | BOYAmt |
| EOY | $12,835,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,557,521 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $71,776 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,168,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,333,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,154,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,646,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,797,414 | CurrentTaxYearAmt |
| Total | $115,099,316 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,168,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,333,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,154,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,646,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,797,414 | CurrentTaxYearAmt |
| Total | $115,099,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $115,099,316 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $5,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $115,104,889 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $255,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,482 | DepreciationAmt |
| Book Value | $194,187 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $307,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,163 | DepreciationAmt |
| Book Value | $79,830 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $274,017 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $2,546,518 |
| SECURITY DEPOSITS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,696,518 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| Amt | $2,625,389 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,625,389 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,369,727 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $698,957 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $698,957 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,670,770 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $29,670,770 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,812,206 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $698,957 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $698,957 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,113,249 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $28,113,249 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | NO PROVISION FOR INCOME TAX EXPENSE HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS TAXABLE INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE ORGANIZATION FOLLOWS ASC TOPIC 740, "INCOME TAXES" IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Address Line2USAddress/AddressLine2Txt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BAKERS SENIOR CENTER NAPLES | ||||||||
| 6200 AUTUMN OAKS LANE | NAPLES | FL | 34119 | 453980909 | 501C3 | $118,189 | ||
| CHARLOTTE COUNTY BOARD OF CO | ||||||||
| 18500 MURDOCK CIRCLE | PORT CHARLOTTE | FL | 33948 | 596000541 | GOV | $2,270,049 | SUITE 536 | CASE MANAGEMENT SVCS |
| COLLIER COUNTY BOARD OF CO | ||||||||
| 3299 TAMIAMI TRAIL E | NAPLES | FL | 34112 | 596000558 | GOV | $3,245,041 | SUITE 700 | CASE MGNT SERVICES |
| FLORIDA RURAL LEGAL SERVICE | ||||||||
| 3210 CLEVELAND AVE | FORT MYERS | FL | 33901 | 591225173 | 501C3 | $114,764 | SUITE 101 | LEGAL SERVICES |
| HOPE HOSPICE & COMMUNITY SRV | ||||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | 501C3 | $2,605,057 | CASE MGNT SERVICES | |
| SENIOR FRIENDSHIP CENTERS INC | ||||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | 501C3 | $12,437,939 | CASE MGNT SERVICES | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MONTHLY STIPENDS TO | ||
| CAREGIVERS FOR SENIORS | 171 | $218,400 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS. |
| FORM 990 | THE ORGANIZATION HAS A SIGNIFICANT AMOUNT OF VOLUNTEERS WHO DONATE TIME WHO HAVE SPECIALIZED SKILLS PROVINDING ADVISORY SERVICES AND COUNSELING MEDICARE RECIPIENTS. THE AMOUNT ESTIMATED IS 698,957. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS SERVE ON THE ADVISORY COUNCIL, AS THE EYES AND EARS OF THE COMMUNITY TO DISCUSS NEEDS THE BOARD, PROVIDES OVERSIGHT TO THE AGENCY AS REQUIRED UNDER THE OLDER AMERICAN ACT ALSO, VOLUNTEERS WORK IN A PROGRAM CALLED SHINE, IN WHICH RETIRED PROFESSIONALS HELP WITH INSURANCE. |
| FORM 990, PAGE 2, PART III, LINE 4D | ADDITIONAL PROGRAMS INCLUDE SHINE PROGRAM, WELLNESS AND MEDICATION MANAGEMENT, HOME ENERGY ASSISTANCE, INFO AND INTAKE AND OTHER PROGRAMS THAT ASSIST THE ELDERLY |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF THE 990 IS PROVIDED TO THE BOARD MEMBERS ALONG WITH A COPY OF THE FINANCIAL STATEMENTS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL CERTIFICATION IS REQUIRED FROM EACH BOARD MEMBER |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE POLICY FOR COMPENSATION DETERMNATION IS INCLUDED IN THE AGENCY'S ACCOUNTING MANUAL. WHEN IT IS TIME TO DETERMINE COMPENSATION, A FAIR MARKET VALUE (FMV) SURVEY IS COMPLETED BY USING THE INTERNET TO DETERMINE WHAT INDIVIDUALS IN SIMILAR POSITIONS ARE BEING COMPENSATED. COST OF LIVING AND ECONOMIC CONDITION OF EACH AREA IS CONSIDERED. AFTER THE INFORMATION HAS BEEN COMPILED, THE BOARD PRESIDENT AND THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINE WHAT AN APPROPRIATE SALARY OR RATE INCREASE WOULD BE. THIS IS THEN APPROVED BY THE ENTIRE BOARD BEFORE BEING GIVEN TO THE EMPLOYEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON WRITTEN REQUEST ITEMS ARE MADE AVAILABLE. THE FINAINCIAL STATEMENTS AND 990 ARE ALSO PUBLISHED ON A THIRD PARTY WEBSITE. |
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