2019-11-04T14:53:42-06:00 2018-12-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2018-01-01 591854441 AREA AGENCY ON AGING FOR SW FLORIDA INC AREA 2396526900 15201 N CLEVELAND AVE SUITE 1100 NORTH FORT MYERS FL 33903 MARIANNE LORINI EXECUTIVE DIRECTOR 2396526900 2019-10-23 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2019-11-04 40.132.64.65 2019-11-04 14:53:42 CS P 54D244C5DD4B3D8672BD5B9A3F34600D09B8F56D 62326D44F2205BE4FC01FE3CB7059B407BCC3419 2018 2020-01-14 16:20:31Z MARIANNE LORINI 15201 N CLEVELAND AVENUE N FORT MYERS FL 33903 18346048 false X WWW.AAASWFL.ORG X 1978 FL 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. 10 10 52 76 0 17478918 18339201 0 829 1023 221 5824 17479968 18346048 13588574 14208662 0 1873663 1917794 0 0 1774076 1934443 17236313 18060899 243655 285149 3557695 3672174 2176668 2005998 1381027 1666176 X 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. false false 6427424 6415516 OLDER AMERICAN ACT - 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. IN 2018 OVER 2,090 CLIENTS RECEIVED SERVICES THROUGH THE OLDER AMERICANS ACT. 7574715 7574715 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. 673 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. 1230778 THE VETERAN-DIRECTED HOME AND COMMUNITY-BASED SERVICES PROGRAM SERVES VETERANS OF ANY AGE WHO ARE DETERMINED BY THE VETERANS ADMINISTRATION TO BE AT RISK OF INSTITUTIONAL PLACEMENT. VETERANS MANAGE THEIR OWN FLEXIBLE SPENDING BUDGETS FOR THEIR PERSONAL CARE SERVICES- DECIDING FOR THEMSELVES WHAT MIX OF GOODS AND SERVICES WILL BEST MEET THEIR NEEDS, HIRING AND SUPERVISING THEIR OWN WORKERS, INCLUDING FAMILY AND FRIENDS, AND PURCHASING ITEMS OR SERVICES THAT WILL HELP THEM LIVE MORE INDEPENDENTLY. AS PART OF THIS PROGRAM, VETERANS AND THEIR CAREGIVER HAVE MORE ACCESS, CHOICE AND CONTROL OVER THEIR LONG TERM SERVICES. THIS APPROACH IS KNOWN AS "PARTICIPANT DIRECTION'. OVER 60 VETERANS AND THEIR FAMILIES WERE SERVED THROUGH THIS PROGRAM DURING 2018. 1477925 218431 AGING AND DISABILITY RESOURCE CENTER/MEDICAID WAIVER PROGRAMS-THE ADRC PROVIDES COORDINATED, MULTI-ACCESS "ONE-STOP" SYSTEM THAT INTEGRATES INFORMATION, REFERRAL AND ELIGIBILITY DETERMINATION FUNCTIONS FOR ELDERS, PERSONS WITH DEVELOPMENTAL DISABILITIES, AND CAREGIVERS WHILE WORKING WITH THE MEDICAID WAIVER PROGRAMS. THE WAIVER PROGRAM PROVIDES ALTERNATIVE, LESS RESTRICTIVE LONG-TERM CARE OPTIONS FOR ELDERS WHO QUALIFY FOR SKILLED NURSING-HOME CARE. THESE OPTIONS INCLUDE IN HOME, OR IN COMMUNITY SETTINGS SUCH AS ASSISTED LIVING FACILITY OR ADULT DAY CARE CENTER RATHER THAN IN AN INSTITUTIONAL SETTING SUCH AS SKILLED NURSING FACILITIES. OTHER PROGRAMS INCLUDE NUTRITION SERVICES INCENTIVE PROGRAM, SHINE PROGRAM, MEDICARE BENEFICIARY OUTREACH AND ASSISTANCE, CHRONIC DISEASE SELF MANAGEMENT AND OAA D1 HEALTH, WELLNESS AND MEDICATION MANAGEMENT. HOME ENERGY ASSISTANCE - THE EMERGENCY HOME ENERGY ASSISTANCE PROGRAM (EHEAP) ASSISTS LOW INCOME HOUSEHOLDS WITH AT LEAST ONE MEMBER 60 YEARS OF AGE OR OLDER EXPERIENCING A HEATING OR COOLING EMERGENCY. 1477925 218431 16710842 true true false false false false false false false false true false false false false true true false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false true 12 0 52 true false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false X X X MARIANNE LORINI 2396526900 15201 N CLEVELAND AVE 1100 N FORT MYERS FL 33903 WENDY BOAZ-HAYES CHAIRPERSON 1.00 X X 0 0 0 BETH PRATHER DIRECTOR 0.50 X 0 0 0 DAVE BOERKOEL TREASURER 1.00 X X 0 0 0 SUSAN CASSIDY MD JD DIRECTOR 0.20 X 0 0 0 KATHLEEN RICE VICE CHAIR 1.00 X X 0 0 0 SONYA DAVIS DIRECTOR 0.20 X 0 0 0 BRENDA GELLINGER DIRECTOR 0.50 X 0 0 0 CIE MORA DIRECTOR 0.50 X 0 0 0 PAM KELLER DIRECTOR 0.50 X 0 0 0 LINDA HOWARD DIRECTOR 0.20 X 0 0 0 RYAN HANS DIRECTOR 0.30 X 0 0 0 CAROL GRANT DIRECTOR 0.50 X 0 0 0 MARIANNE LORINI EXECUTIVE DI 40.00 X 178309 0 28326 178309 28326 1 false true false RB MERCHANTS LLC 810 SEVENTH AVE 10TH FLOOR NEW YORK NY 10019 RENT 134429 1 18320239 18962 18339201 1023 1023 MISCELLANEOUS 5824 5824 5824 18346048 6847 13786283 13786283 422379 422379 178308 30312 147996 1283620 702845 580775 114016 58147 55869 236855 120790 116065 104995 54476 50519 160032 30904 129128 39373 21255 18118 207823 124739 83084 29784 17457 12327 56651 56651 22917 12820 10097 VDHCBS EXPENSES 1230778 1230778 OTHER 108476 43335 65141 PROPERTY & EQUIPMENT 78609 54322 24287 18060899 16710842 1350057 0 955160 946540 2459096 2592684 2114 106 685101 560757 132825 124344 8500 8500 3557695 3672174 332250 364851 1844418 1641147 2176668 2005998 X 1381027 1666176 1381027 1666176 3557695 3672174 285149 X false true X true true true X 15826769 16901759 16734257 17478918 18339201 85280904 15826769 16901759 16734257 17478918 18339201 85280904 85280904 375 398 505 829 1023 3130 22483 65572 6253 4824 99132 85383166 0.99880 0.99860 X PART II, LINE 10 MISCELLANEOUS 0 183676 162920 20756 501425 397837 103588 124344 X 18538607 192559 192559 18346048 18346048 18253458 192559 192559 18060899 18060899 SCHEDULE D, PAGE 3, PART X 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. true ALZHEIMER'S ASSOCIATION 9365 US HIGHWAY 19 N SUITE B PINELLAS PARK FL 33782 592378435 501C3 70187 ALZHEIMERS TESTING CHARLOTTE COUNTY HUMAN SERVICES 512 E GRACE ST PUNTA GORDA FL 33950 596000541 GOV 20381 CASE MGNT SERVICES CHARLOTTE COUNTY BOARD OF CO 18500 MURDOCK CIRCLE SUITE 536 PORT CHARLOTTE FL 33948 596000541 GOV 1209793 CASE MANAGEMENT SVCS CHILDREN FIRST INC 1723 N ORANGE AVE SARASOTA FL 34234 590968249 501C3 5760 GRANDPARENTING CARE COLLIER COUNTY BOARD OF CO 3299 TAMIAMI TRAIL E SUITE 700 NAPLES FL 34112 596000558 GOV 2464422 CASE MANAGEMENT SVCS FLORIDA RURAL LEGAL SERVICE 3210 CLEVELAND AVE SUITE 101 FORT MYERS FL 33901 591225173 501C3 159487 LEGAL SERVICES HOPE HOSPICE & COMMUNITY SRV 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501C3 1011108 CASE MANAGEMENT SVCS JEWISH FAMILY & COMMUNITY SRV 5025 CASTELLO DRIVE NAPLES FL 34103 453980909 501C3 26312 RESPITE CARE SERVICE MULTIPLE GRANTS UNDER 5000 EACH 45918 SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501C3 8772915 CASE MGNT 6 HOME ENERGY CRISIS ASSIST 836 210405 MONTHY STIPENDS TO CAREGIVERS FOR SENIORS 171 211974 X X X X X false false false false false false false false false MARIANNE LORINI EXECUTIVE DIRECTOR 178309 10146 18180 206635 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 192,559. 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 AGING AND DISABILITY RESOURCE CENTER/MEDICAID WAIVER PROGRAMS-THE ADRC PROVIDES COORDINATED, MULTI-ACCESS "ONE-STOP" SYSTEM THAT INTEGRATES INFORMATION, REFERRAL AND ELIGIBILITY DETERMINATION FUNCTIONS FOR ELDERS, PERSONS WITH DEVELOPMENTAL DISABILITIES, AND CAREGIVERS WHILE WORKING WITH THE MEDICAID WAIVER PROGRAMS. THE WAIVER PROGRAM PROVIDES ALTERNATIVE, LESS RESTRICTIVE LONG-TERM CARE OPTIONS FOR ELDERS WHO QUALIFY FOR SKILLED NURSING-HOME CARE. THESE OPTIONS INCLUDE IN HOME, OR IN COMMUNITY SETTINGS SUCH AS ASSISTED LIVING FACILITY OR ADULT DAY CARE CENTER RATHER THAN IN AN INSTITUTIONAL SETTING SUCH AS SKILLED NURSING FACILITIES. OTHER PROGRAMS INCLUDE NUTRITION SERVICES INCENTIVE PROGRAM, SHINE PROGRAM, MEDICARE BENEFICIARY OUTREACH AND ASSISTANCE, CHRONIC DISEASE SELF MANAGEMENT AND OAA D1 HEALTH, WELLNESS AND MEDICATION MANAGEMENT. HOME ENERGY ASSISTANCE - THE EMERGENCY HOME ENERGY ASSISTANCE PROGRAM (EHEAP) ASSISTS LOW INCOME HOUSEHOLDS WITH AT LEAST ONE MEMBER 60 YEARS OF AGE OR OLDER EXPERIENCING A HEATING OR COOLING EMERGENCY. 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 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.