2025-11-17T16:51:48-05:00 2024-12-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2024-01-01 591854441 AREA AGENCY ON AGING FOR AREA 2396526900 2830 WINKLER AVE SUITE 112 FORT MYERS FL 33916 MARCIELA MORADO EXECUTIVE DIRECTOR 2396526900 2025-11-10 true true MARC WHITFIELD CPA P00125986 2394331002 2025-11-13 2024 2025-03-06 01:10:19Z WENDY BOAZ-HAYES 18160 OLD DOMINION CT FORT MYERS FL 33908 32008853 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 59 97 0 29797414 31905558 0 -126644 103295 0 29670770 32008853 21010686 27567821 0 2698960 2608800 0 14113 4403603 1983448 28113249 32160069 1557521 -151216 12835866 13234981 7157019 7707350 5678847 5527631 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 9741185 7313862 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. 2,760 CLIENTS WERE SERVED. 13193371 13102860 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. 6,412 SENIORS WERE SERVED THROUGH THESE PROGRAMS. PARTICIPATION IN THESE PROGRAMS IMPROVED QUALITY OF LIFE FOR THE SENIORS AND REDUCED THE COST OF SUPPORTIVE CARE TO THE TAXPAYERS. 3738135 3307144 VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS FOR THEIR CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE PLANNING, AND FISCAL MANAGEMENT SERVICES. 127 VETERANS SERVED. 5321680 3843955 ADDITIONAL PROGRAMS INCLUDE SHINE PROGRAM, WELLNESS AND MEDICATION MANAGEMENT, HOME ENERGY ASSISTANCE, INFO AND INTAKE AND OTHER PROGRAMS THAT ASSIST THE ELDERLY 5321680 3843955 31994371 true true false false false false false false false false true false false true true 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 5 0 59 true false false false false false true false 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 FL X X X RICHARD COCCHIERI 2396526900 2830 WINKLER AVENUE SUITE 1120 FORT MYERS FL 33916 MARCIELA MORADO EXECUTIVE DI 40.00 X 140003 0 10690 GARRETT ANDERSON TREASURER 1.50 X X 0 0 0 MARY BARTOSHUK AC CHAIR 1.50 X X 0 0 0 SUSAN BERGER DIRECTOR 1.50 X 0 0 0 WENDY BOAZ-HAYES CHAIR 1.50 X X 0 0 0 DAVE BOERKOEL TREASURER 1.50 X X 0 0 0 DR LESLEY CLACK CHAIR 1.50 X X 0 0 0 JAHA CUMMINGS DIRECTOR 1.50 X 0 0 0 DAN KATZ VICE CHAIR 1.50 X X 0 0 0 PAM KELLER SECRETARY 1.50 X X 0 0 0 DR DENISE MCNULTY DIRECTOR 1.50 X 0 0 0 BETH PRATHER VICE CHAIR 1.50 X X 0 0 0 VICTORIA STARYK DIRECTOR 1.50 X 0 0 0 CHRISTINA STEWART DIRECTOR 1.50 X 0 0 0 MERIAM JACKIE WALKER DIRECTOR 1.50 X 0 0 0 RICHARD COCCHIERI CFO 1.50 X 0 0 0 140003 10690 1 false true false 31849241 56317 31905558 103295 103295 32008853 103295 27195901 27195901 371920 371920 140003 140003 1819876 1815380 4496 169186 164134 5052 301271 292126 9145 178464 178464 20858 19364 1494 199280 185009 14271 72903 67866 4968 69 212017 200605 10352 1060 161940 146678 15262 353710 332732 20978 38047 33845 4202 50453 50453 58632 58622 10 OTHER EXPENSES 784620 762492 9317 12811 PROFESSIONAL TRAINING 20380 18921 1459 AWARDS & RECOGNITION 10608 10309 126 173 32160069 31994371 151585 14113 5248977 3153173 4600290 7086252 16064 196698 50573 572091 340099 274017 231992 2696518 2516293 12835866 13234981 237421 294730 4294209 4952053 2625389 2460567 7157019 7707350 X 5678847 5527631 5678847 5527631 12835866 13234981 -151216 X false true X true true true X 20333031 21154051 23646298 29797414 31905558 126836352 20333031 21154051 23646298 29797414 31905558 126836352 126836352 200 3565 24 103295 107084 126943436 0.99920 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 255669 66733 188936 316422 273366 43056 231992 RIGHT OF USE ASSET 2366293 SECURITY DEPOSITS 150000 2516293 RIGHT OF USE LIABILITY 2460567 2460567 X 32476560 467707 467707 32008853 32008853 32627776 467707 467707 32160069 32160069 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 BAKERS SENIOR CENTER NAPLES 6200 AUTUMN OAKS LANE NAPLES FL 34119 453980909 501C3 82471 CHARLOTTE COUNTY BOARD OF CO 18500 MURDOCK CIRCLE SUITE 536 PORT CHARLOTTE FL 33948 596000541 GOV 2521048 CASE MANAGEMENT SVCS COLLIER COUNTY BOARD OF CO 3299 TAMIAMI TRAIL E SUITE 700 NAPLES FL 34112 596000558 GOV 3354508 CASE MGNT SERVICES HOPE HOSPICE & COMMUNITY SRV 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501C3 3141282 CASE MGNT SERVICES SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501C3 14428313 CASE MGNT SERVICES BRAIN BUS 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 591229354 501C3 238357 TRAINING/EDUCATION LEGAL AID SERVICE OF COLLIER 4436 TAMIAMI TRAIL EAST NAPLES FL 34112 591547191 501C3 10434 LEGAL AID ASSISTANCE MAINS 7000 78TH AVE N BROOKLYN MN 55445 3419488 MONTHLY STIPENDS TO CAREGIVERS FOR SENIORS 42 371920 X X false false false false false false false false false MARCIELA MORADO EXECUTIVE DIRECTOR 140003 10690 150693 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.