2018-08-05T16:07:08-04:00 2017-09-30 640394922 WATKINS WARD AND STAFFORD PLLC PO BOX 1345 STARKVILLE MS 39760 990 2016-10-01 237024899 URBAN JACKSONVILLE INC URBA 9048071203 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 LEE E WILSON CFO 9048071203 2017-05-18 true S KEITH WINFIELD CPA P00245943 6623239071 2018-08-05 2016 2022-09-23 18:48:47Z AGING TRUE TERESA K BARTON 4250 LAKESIDE DRIVE SUITE 300 JACKSONVILLE FL 32210 8223674 false X AGINGTRUE.ORG X 1968 FL 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. 11 11 160 648 0 736622 1316505 7145437 6898303 0 1382 8866 7883441 8223674 0 0 3230877 3233017 0 0 4423783 4863680 7654660 8096697 228781 126977 2859786 2913308 1436700 1363245 1423086 1550063 X 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. false false 1742715 1626694 URBAN JACKSONVILLE, INC. IS AN APPROVED ACHC AND MEDICARE CERTIFIED HOME HEALTH AGENCY AND PROVIDES HOME HEALTH SERVICES PRIMARILY TO ELDERLY AND HANDICAPPED PERSONS. SERVICES INCLUDE SKILLED NURSING; PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY; MEDICAL SOCIAL WORK SERVICES; AND HOME HEALTH AIDE SERVICES. DURING THE YEAR ENDED 09/30/2017, 548 CLIENTS WERE SERVED. 1256465 608717 THE MEALS ON WHEELS PROGRAM PROVIDES QUALIFIED ELDERLY OR DISABLED PEOPLE WITH HOT, NUTRITIOUS MEALS DELIVERED TO THEIR HOMES EACH DAY. 192,517 MEALS WERE DELIVERED DURING THE YEAR ENDED 9/30/2017. . 969756 162981 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 90,190 HOURS OF RESPITE SERVICES DURING THE YEAR ENDED 9/30/2017. 3636416 4499911 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 HOMEMAKING, PERSONAL CARE, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE, AND CAREGIVER TRAINING AND SUPPORT. 3636416 4499911 7605352 true true false false false false false false true false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 2 0 160 true false false false false false false X 11 11 false false false false true true false true true false false true true true true true true true true false X LEE E WILSON CFO LEE E WILSON CFO 9048071203 4250 LAKESIDE DR STE 300 4250 LAKESIDE DRIVE JACKSONVILLE FL 32210 KATHERINE B MOOREHEAD VICE CHAIRWO X X 0 0 0 REBECCA L BERG CHAIRWOMAN/D X X 0 0 0 MICHAEL E JORGENSEN SECRETARY/DI X X 0 0 0 JOHN D CORSE DIRECTOR X 0 0 0 ALFRED W RUTLAND DIRECTOR X 0 0 0 MICHAEL R WEATHERBY DIRECTOR X 0 0 0 SHARON T WILBURN DIRECTOR X 0 0 0 ANDREW HARMON DIRECTOR X 0 0 0 DR WHITNEY GEORGE DIRECTOR X 0 0 0 PASQUALE GILBERTO DIRECTOR X 0 0 0 ALLAHYAR NEJAD DIRECTOR X 0 0 0 TERESA K BARTON CEO/EXEC DIR 5.00 37.00 X 0 220002 25951 LEE E WILSON CFO 5.00 37.00 X 0 115003 2113 335005 28064 7 false true false COMFORT KEEPERS COMFORT KEEPERS 1301 NORTH ORANGE AVE SUITE 104 GREEN COVE SPRINGS FL 32043 IN-HOME SERVICE 497721 UNDERHILL UNDERHILL 3575 HENDRICKS AVE 3575 HENDRICKS AVE JACKSONVILLE FL 32201 IN HOME SERVICE 339971 ARCADIA SERVICES ARCADIA SERVICES PO BOX 673174 PO BOX 673174 DETROIT MI 482673174 IN HOME SERVICE 148867 BROOKS AMERICARE BROOKS AMERICARE 5836 RICHARD STREET 5836 RICHARD STREET JACKSONVILLE FL 32216 IN-HOME SERVICE 128670 AMERICAN IN-HOME AMERICAN IN-HOME 9471 BAY MEADOWS ROAD 9471 BAY MEADOWS ROAD JACKSONVILLE FL 32256 IN-HOME SERVICE 110850 7 747412 151007 418086 1316505 COMMUNITY CARE FOR ELDER 3263516 3263516 REVENUE - HOME HEALTH 1626694 1626694 FEDERAL TITLE III PROGRAMS 996236 996236 MANAGED CARE SERVICES 252672 252672 ADM GUARDIANSHIP ASSESSMENT 215374 215374 543811 543811 6898303 MISCELLANEOUS 8866 8866 8866 8223674 6907169 2798035 2512635 285400 44086 41213 2873 179114 155410 23704 211782 193991 17791 269478 241991 27487 7513 6747 766 138391 124275 14116 12301 4020 8281 100006 89805 10201 90400 87167 3233 167287 139011 28276 213486 191711 21775 17602 13822 3780 136379 92717 43662 SERVICE PROVIDERS 2237769 2237769 FOOD & SUPPLIES 639656 639656 IN KIND PERSONNEL 521211 521211 ALL OTHER EXPENSES 186866 186866 125335 125335 8096697 7605352 491345 0 60427 657710 1000000 600000 1697469 1593146 25930 15969 757802 711319 75960 46483 2859786 2913308 708216 659408 728484 666908 36929 1436700 1363245 X 1419230 1550063 3856 1423086 1550063 2859786 2913308 126977 X false true X true true true X 1851497 1689881 1805670 736622 1316505 7400175 1851497 1689881 1805670 736622 1316505 7400175 7400175 360105 34746 7431 1382 8866 412530 7812705 6907169 0.94720 0.90880 X PART II, LINE 10 OTHER INCOME 412,530 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 249590 535926 551210 234306 false 120202 108252 11950 637600 603067 34533 46483 DUE TO AFFILIATES 36929 36929 8223674 8223674 8223674 8096697 8096697 8096697 SCHEDULE D, PAGE 2, PART IV, LINE 1B THE ORGANIZATION SERVES AS CUSTODIAN FOR CERTAIN CLIENT-OWNED FUNDS UNDER TWO PROGRAMS. UNDER THE PROTECTIVE SERVICES COUNSELING PROGRAM, THE ORGANIZATION PROVIDES DAILY MONEY MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO ARE IN FINANCIAL CRISIS IN ORDER THAT THEY MAY REMAIN IN INDEPENDENT LIVING SITUATIONS. THE FUNDS ARE RECEIVED FROM SOCIAL SECURITY, SSI AND OTHER SOURCES, AND REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT, TO BE DISBURSED ONLY AS AUTHORIZED OR REQUESTED. THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. UNDER THE GUARDIANSHIP PROGRAM, THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES AND FUNDS MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO HAVE NO ONE ELSE TO ASSIST THEM. QUALIFIED INDIVIDUALS ARE DETERMINED BY A PHYSICIAN, AND THE COURT AUTHORIZES EACH GUARDIANSHIP. THE FUNDS MANAGED BY THE ORGANIZATION REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT. ACCORDINGLY, THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. false false false false false false false false false TERESA K BARTON CEO/EXEC DIR 220002 25951 245953 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 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 HOMEMAKING, PERSONAL CARE, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE, AND CAREGIVER TRAINING AND SUPPORT. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS ARE THE VESTRY OF ST. JOHN'S CATHEDRAL. 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 CHAIRMAN OF THE BOARD. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER OR OFFICER MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. WHEN A MOTION OR ISSUE IS RAISED IN A BOARD MEETING WHICH CONTAINS POSSIBLE CONFLICTS, THE SPECIFIC BOARD MEMBER MUST ABSTAIN FROM ALL DELIBERATIONS AND VOTING ON THE ISSUE OR TRANSACTION. ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY OTHER MANAGERS OR EMPLOYEES OTHER THAN BOARD MEMBERS OR OFFICERS MUST BE DISCLOSED TO 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 COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR AND THE CFO. THE EXECUTIVE 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 COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2016 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR AND THE CFO. THE EXECUTIVE 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 COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2016 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. CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILL 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 PROVIDE HO 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 PROVIDE HO 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 false false false false false false false false false false true false true false true false false false true CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILLE K 167287 ACTUAL PAYMENT CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILLE M 407869 ACTUAL PAYMENT CATHEDRAL FOUNDATION OF JACKSONVILL CATHEDRAL FOUNDATION OF JACKSONVILLE S 747412 ACTUAL PAYMENT