URBAN JACKSONVILLE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- URBAN JACKSONVILLE INC (EIN 23-7024899)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-07-30
- IRS object ID
- 202512119349301636
- 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 | 2025-07-30T18:39:41-04:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640394922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINS WARD AND STAFFORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1345 | AddressLine1Txt |
| City | STARKVILLE | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237024899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN JACKSONVILLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 9048071203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LAKESIDE DRIVE SUITE 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE E WILSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9048071203 | PhoneNum |
| Signature | 2025-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S KEITH WINFIELD CPA | PreparerPersonNm |
| PTIN | P00245943 | PTIN |
| Phone | 6623239071 | PhoneNum |
| Preparation | 2025-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING TRUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY REDMON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LAKESIDE DRIVE SUITE 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,707,588 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AGINGTRUE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 127 | TotalEmployeeCnt |
| Total Volunteers | 506 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,549,959 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,028,300 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,801,876 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,355,153 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $160,509 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,296,074 | PYOtherRevenueAmt |
| CY Other Revenue | $3,696 | CYOtherRevenueAmt |
| PY Total Revenue | $12,664,968 | PYTotalRevenueAmt |
| CY Total Revenue | $14,547,658 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,022,146 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,681,982 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,944,648 | PYOtherExpensesAmt |
| CY Other Expenses | $10,750,366 | CYOtherExpensesAmt |
| PY Total Expenses | $9,966,794 | PYTotalExpensesAmt |
| CY Total Expenses | $14,432,348 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,698,174 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $115,310 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,856,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,252,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $977,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,080,280 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,878,499 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,172,626 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,624,727 | ExpenseAmt |
| Revenue | $3,943,245 | RevenueAmt |
| Desc | UJI NUTRITION SERVICES PROVIDES QUALIFIED ELDERLY OR DISABLED PEOPLE WITH HOT, NUTRITIOUS MEALS DELIVERED TO THEIR HOMES EACH DAY. MOW ALSO DELIVERS FROZEN AND SHELF-STABLE MEALS WHEN SUCH MEALS ARE INTENDED TO BE EATEN ON DAYS SUBSEQUENT TO THEIR DELIVERY, A VARITY OF WAYS THROUGH WHICH MEALS WERE PROVIDED TO ELIGBLE CLIENTS. HOT MEALS ARE PROVIDED AT CONGREGRATE SITES LOCATED IN THE CITY OF JACKSONVILLE SENIOR CENTERS, CLAY COUNTY SENIOR CENTERS AND THE CATHEDRAL RESIDENCES. A TOTAL OF 386,527 MEALS WERE DELIVERED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,659,567 | ExpenseAmt |
| Revenue | $2,486,638 | RevenueAmt |
| Desc | 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 117,835 HOURS OF RESPITE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,984,452 | ExpenseAmt |
| Revenue | $1,961,663 | RevenueAmt |
| Desc | 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 69,810 HOURS OF HOMEMAKING AND PERSONAL CARE SERVICES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,069,980 | ExpenseAmt |
| Revenue | $3,963,607 | RevenueAmt |
| Desc | 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, RESPRITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE AND CAREGIVER TRAINING AND SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,069,980 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,963,607 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,338,726 | 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 | Yes (true) | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 127 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (true) | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE E WILSON CFO | BusinessNameLine1Txt |
| Business Name Line2 | LEE E WILSON CFO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9048071203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LAKESIDE DR STE 300 | AddressLine1Txt |
| Address Line2 | 4250 LAKESIDE DRIVE | AddressLine2Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| TERESA K BARTON | ||||||||
| CEO/EXEC DIR | 4.00 | 36.00 | Yes (X) | $0 | $330,000 | $36,132 | ||
| SAMUEL HALL | ||||||||
| COO | 4.00 | 36.00 | Yes (X) | $0 | $175,798 | $46,600 | ||
| LEE E WILSON | ||||||||
| CFO | 4.00 | 36.00 | Yes (X) | $0 | $179,994 | $11,606 | ||
| NICOLE EGAN | ||||||||
| DIRECTOR-CAR | 40.00 | $126,080 | $0 | $17,573 | Yes (X) | |||
| REBECCA L BERG | ||||||||
| PAST CHAIR-D | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DR WHITNEY GEORGE | ||||||||
| SECRETARY/DI | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PASQUALE GILBERTO | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW HARMON | ||||||||
| DIRECTOR/CHA | $0 | $0 | $0 | Yes (X) | ||||
| AMBER ISLEY | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| KEVIN KENNEY | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| GREGORY REDMON | ||||||||
| CHAIR/DIRECT | $0 | $0 | $0 | Yes (X) | ||||
| ALFRED W RUTLAND | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL R WEATHERBY | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| SHARON T WILBURN | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $126,080 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $685,792 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,911 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAPSTONE HOME HEALTH CARE | ||||||
| CAPSTONE HOME HEALTHCARE | 9310 OLD KINGS RD | JACKSONVILLE | FL | 32257 | IN-HOME SERVICE | $796,207 |
| COMFORT KEEPERS | ||||||
| COMFORT KEEPERS | 9951 ATLANTIC BLVD | JACKSONVILLE | FL | 32225 | IN-HOME SERVICE | $758,898 |
| ADARON FOOD GROUP | ||||||
| ADARON FOOD GROUP | 13924 BRADLEY COVE RD | JACKSONVILLE | FL | 32218 | MEALS & DELIVER | $738,535 |
| B&E SOLUTIONS | ||||||
| B&E SOLUTIONS | 10752 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | IN HOME SERVICE | $491,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $423,431 | RelatedOrganizationsAmt |
| Government Grants | $1,395,568 | GovernmentGrantsAmt |
| All Other Contributions | $209,301 | AllOtherContributionsAmt |
| Total Contributions | $2,028,300 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| COMMUNITY CARE FOR ELDER | $7,150,840 | $7,150,840 |
| FEDERAL TITLE III PROGRAMS | $3,896,403 | $3,896,403 |
| OTHER PROGRAM REVENUE | $658,368 | $658,368 |
| LSF CONTRACT REVENUE | $391,403 | $391,403 |
| DOEA RELIEF | $258,139 | $258,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,355,153 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,734 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,230,705 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,159,930 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,775 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,775 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $3,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,696 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,696 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,547,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,519,358 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,925,848 | TotalAmt |
| Program Services | $2,397,318 | ProgramServicesAmt |
| Management And General | $528,530 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,980 | TotalAmt |
| Program Services | $132,125 | ProgramServicesAmt |
| Management And General | $36,855 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,589 | TotalAmt |
| Program Services | $295,234 | ProgramServicesAmt |
| Management And General | $82,355 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,565 | TotalAmt |
| Program Services | $163,858 | ProgramServicesAmt |
| Management And General | $45,707 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,000 | TotalAmt |
| Program Services | $372,000 | ProgramServicesAmt |
| Management And General | $93,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490 | TotalAmt |
| Program Services | $392 | ProgramServicesAmt |
| Management And General | $98 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,000 | TotalAmt |
| Program Services | $138,400 | ProgramServicesAmt |
| Management And General | $34,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,263 | TotalAmt |
| Program Services | $14,610 | ProgramServicesAmt |
| Management And General | $3,653 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,927 | TotalAmt |
| Program Services | $9,382 | ProgramServicesAmt |
| Management And General | $4,545 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,570 | TotalAmt |
| Program Services | $90,056 | ProgramServicesAmt |
| Management And General | $22,514 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,759 | TotalAmt |
| Program Services | $209,726 | ProgramServicesAmt |
| Management And General | $32,033 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,450 | TotalAmt |
| Program Services | $180,511 | ProgramServicesAmt |
| Management And General | $65,939 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,199 | TotalAmt |
| Program Services | $78,873 | ProgramServicesAmt |
| Management And General | $6,326 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,611 | TotalAmt |
| Program Services | $119,903 | ProgramServicesAmt |
| Management And General | $59,708 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,257 | TotalAmt |
| Program Services | $126,414 | ProgramServicesAmt |
| Management And General | $51,843 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SERVICE PROVIDERS | $4,477,335 | $4,477,335 | |
| FOOD & SUPPLIES | $2,360,762 | $2,360,762 | |
| SERVICE PURCHASES | $1,666,466 | $1,666,466 | |
| MAINTENANCE/REPAIRS/VEHIC | $296,801 | $287,441 | $9,360 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,476 | TotalAmt |
| Program Services | $217,920 | ProgramServicesAmt |
| Management And General | $16,556 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,432,348 | TotalAmt |
| Program Services | $13,338,726 | ProgramServicesAmt |
| Management And General | $1,093,622 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,418 | BOYAmt |
| EOY | $821,366 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431,144 | BOYAmt |
| EOY | $3,732,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,252 | BOYAmt |
| EOY | $34,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,146,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $722,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,340 | BOYAmt |
| EOY | $423,969 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,885,397 | BOYAmt |
| EOY | $2,191,659 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,322 | BOYAmt |
| EOY | $49,624 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,412 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,856,285 | BOYAmt |
| EOY | $7,252,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,692 | BOYAmt |
| EOY | $1,831,762 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,094 | BOYAmt |
| EOY | $93,693 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $154,825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,786 | BOYAmt |
| EOY | $2,080,280 | 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 | $4,878,499 | BOYAmt |
| EOY | $5,076,126 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $96,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,878,499 | BOYAmt |
| EOY | $5,172,626 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,856,285 | BOYAmt |
| EOY | $7,252,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $115,310 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $182,317 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$3,500 | 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 | $1,389,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,115,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,603,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,549,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,028,300 | CurrentTaxYearAmt |
| Total | $8,687,342 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,389,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,115,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,603,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,549,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,028,300 | CurrentTaxYearAmt |
| Total | $8,687,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,687,342 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,509 | CurrentTaxYearAmt |
| Total | $348,529 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2,090,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,296,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,696 | CurrentTaxYearAmt |
| Total | $4,397,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,433,340 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $51,681,220 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 39,560 FORGIVENESS OF DEBT DUE AFFILLATE 2,087,247 EMPLOYEE RETENTION TAX CREDIT 2,270,662 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $174,776 | BeginningBalanceAmt |
| Additions During Year | $251,337 | AdditionsDuringYearAmt |
| Distributions During Year | $249,778 | DistributionsDuringYearAmt |
| Ending Balance | $176,335 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,146,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $722,849 | DepreciationAmt |
| Book Value | $423,969 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $423,969 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $154,825 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $154,825 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,547,658 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $14,547,658 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $14,547,658 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,432,348 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $14,432,348 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,432,348 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 1B | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|
| TERESA K BARTON | |||
| CEO/EXEC DIR | $330,000 | $36,132 | $366,132 |
| SAMUEL HALL | |||
| COO | $175,798 | $46,600 | $222,398 |
| LEE E WILSON | |||
| CFO | $179,994 | $11,606 | $191,600 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES 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 VARITY 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 PROGRAM 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, RESPRITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE AND CAREGIVER TRAINING AND SUPPORT. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE MEMBERS OF THE ORGANIZATION APPROVE ALL BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINAL VERSION OF THE FORM 990 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 COMPLIANCE AND DISCLOSURE STATEMENT, AND AGREES TO REPORT ANY FUTURE POTENTIAL CONFLICTS OF INTEREST TO THE CHAIR 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 A COMPLIANCE COMMITTEE, WHO THEN WOULD REPORT ANY SIGNIFICANT ISSUES TO THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR. THE EXECUTIVE COMPENSATION COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON- PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA.THE EXECUTIVE COMPENSATION COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2023 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 COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR, AND THE CCHIEF FINANCIAL OFFICER. THE EXECUTIVE COMPENSATION COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON-PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMPENSATION OMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2023 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, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY SENIOR SERVICES | |||||||||||||
| COMMUNITY SENIOR SERVICES | 4250 LAKESIDE DRIVE SUITE 300 | 4250 LAKESIDE DRIVE SUITE 300 | JACKSONVILLE | FL | 32210 | 596161532 | MGT OF HOU | 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 | false | NA | |
| CFI ASHLEY INC | |||||||||||||
| CFI ASHLEY INC | 4250 LAKESIDE DRIVE SUITE 300 | 4250 LAKESIDE DRIVE | JACKSONVILLE | FL | 32210 | 843228772 | HOUSING | FL | 501C | 10 | false | NA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| COMMUNITY SENIOR SERVICES INC | |||
| COMMUNITY SENIOR SERVICES INC | K | $126,000 | ACTUAL PAYMENT |
| COMMUNITY SENIOR SERVICES INC | |||
| COMMUNITY SENIOR SERVICES INC | M | $604,500 | ACTUAL PAYMENT |
| COMMUNITY SENIOR SERVICES INC | |||
| COMMUNITY SENIOR SERVICES INC | S | $195,000 | ACTUAL PAYMENT |
Comments