2015-10-23T08:34:37-05:00 2014-12-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2014-01-01 591854441 AREA AGENCY ON AGING FOR SW FLORIDA INC AREA 2396526900 15201 N CLEVELAND AVE SUITE 1100 NORTH FORT MYERS FL 33903 MARIANNE LORINI PRESIDENT 2396526900 2015-10-21 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2015-10-22 2014 2016-02-25 16:41:14Z SENIOR CHOICES OF SOUTHWEST FL MARIANNE LORINI 15201 N CLEVELAND AVE NORTH FORT MYERS FL 33903 15850627 false X WWW.AAASWFL.ORG X 1978 FL THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE FOF 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. 8 8 44 74 0 14569182 15826769 0 308 375 30428 23483 14599918 15850627 11167472 11864116 0 1879824 1871393 0 0 1460259 1996446 14507555 15731955 92363 118672 3063039 3122427 2592788 2533504 470251 588923 X THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE FOF 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 5912555 5890138 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 2014 OVER 1,800 CLIENTS RECEIVED SERVICES THROUGH THE OLDER AMERICANS ACT. 5704803 5704803 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. 654 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 1155382 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 2014. 1573006 269175 AGING AND DISABILITY RESOURCE CENTER/MEDICAID WAIVER PROGRAMS-THE ARDC 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. THW 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 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 AND D2 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 COLLING EMERGENCY. 1573006 269175 14345746 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 35 0 44 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true false false X X X THE AGENCY 2396526900 15201 N CLEVELAND AVE 1100 N FORT MYERS FL 33903 RONALD LUCCHINO PHD PRESIDENT 8.00 X X 0 0 0 HANNA MCCOLOUGH TREASURER 4.00 X X 0 0 0 LEIGH ANNA NOWAK PAST PRESIDE 4.00 X 0 0 0 ARTHUR LERMAN SECRETARY 4.00 X 0 0 0 KATHLEEN HOUSEWEART TREASURER 4.00 X X 0 0 0 WENDY BOAZ-HAYES AAA ADVSORY 4.00 X 0 0 0 NELSON GUZMAN DIRECTOR 4.00 X 0 0 0 DOUG ROSS VICE PRESIDE 4.00 X X 0 0 0 STEVE WHITWORTH ADVISORY COU 4.00 X 0 0 0 MARIANNE LORINI EXECUTIVE DI 40.00 X 136500 0 21334 DELORES KADLEC-ROUSSEY CFO 4.00 X 0 0 0 DR THOMAS FELKE DIRECTOR 4.00 X 0 0 0 136500 21334 1 false true false FL RURAL LEGAL SERVICES 3210 CLEVELAND AVE SUITE 101 FORT MYERS FL 33901 LEGAL SERVICES 200250 1 15826769 15826769 375 375 MISCELLANEOUS 23483 23483 23483 15850627 23858 11369801 11369801 494315 494315 136500 68250 68250 1202795 539017 663778 426801 193309 233492 105297 46457 58840 229536 132645 96891 66073 39511 26562 272308 136338 135970 57642 26780 30862 58725 58725 17830 9820 8010 VDHCBS EXPENSES 1155358 1155358 PROPERTY & EQUIPMENT 121396 121396 OTHER 51030 12641 38389 PROPERTY & EQUIPMENT -33452 108 -33560 15731955 14345746 1386209 0 434281 916965 24388 24411 2447841 1877171 630205 334825 148029 295380 8500 8500 3063039 3122427 299894 360855 2040704 1936812 252190 235837 2592788 2533504 X 391251 509923 79000 79000 470251 588923 3063039 3122427 118672 X false true X true true true X 13908085 14093171 13931616 14569182 15826769 72328823 13908085 14093171 13931616 14569182 15826769 72328823 72328823 894 1086 272 308 375 2935 16452 22483 38935 18345 13350 20836 52531 72423224 0.99870 0.99800 X PART II, LINE 10 MISCELLANEOUS 52,531 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183676 92723 90953 446529 242102 204427 295380 X 15850627 15850627 15850627 15864992 15864992 -133037 -133037 15731955 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS 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 FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE ORGANIZATION ADOPTED THIS GUIDANCE. 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. SCHEDULE D, PAGE 4, PART XII, LINE 4B PRIOR PERIOD ADJUSTMENT OF ACCRUED 0 EXPENSES -133,037 SCHEDULE D, PAGE 4, PART XIII A PRIOR PERIOD ADJUSTMENT WAS MADE ON THE AUDITED FINANCIAL STATEMENTS IN 2014 WHEN THE ORGANIZATION DISCOVERED THAT ACCRUED EXPENSES FOR WAGES, PENSION, VACATIONS, AND PAYROLL TAXES WERE OVERSTATED IN PRIOR YEARS. THIS ADJUSTMENT DECREASED SALARIES EXPENSE IN THE CURRENT YEAR. false ACCU-CARE 2375 N TAMIAMI SUITE 300 NAPLES FL 34103 650583500 252809 IN HOME SERVICES ADT COMPANION SERVICES 32100 US HIGHWAY 19 N PALM HARBOR FL 34684 581814102 26423 EMERGENCY RESPONSE ALL STAT HOME HEALTH 3231 GULF GATE DRIVE SUITE 104 SARASOTA FL 34231 592779462 157336 IN HOME SERVICES ALZHEIMER'S ASSOCIATION 9365 US HIGHWAY 19 N SUITE B PINELLAS PARK FL 33782 592378435 501C3 77563 ALZHEIMERS TESTING APPROVED HOME HEALTH 4148 20TH ST W BRADENTON FL 34205 272514246 30437 IN HOME SERVICES ASSISTING HANDS-GRANGEFORD 42 BARKLEY CIRCLE SUITE 5 FORT MYERS FL 33907 260477128 86512 IN HOME SERVICES CHARLOTTE COUNTY HUMAN SERVICES 512 E GRACE ST PUNTA GORDA FL 33950 596000541 GOV 836048 CASE MGNT SERVICES CHILDREN FIRST INC 1723 N ORANGE AVE SARASOTA FL 34234 590968249 501C3 5760 GRANDPARENTING CARE COASTAL CARE NURSING 871 VENETIA BAY BLVD VENICE FL 34285 421609443 80849 IN HOME SERVICES COLLIER COUNTY HOUSING 3299 TAMIMI TRAIL S SUITE 200 NAPLES FL 34112 596000558 GOV 1762520 CASE MGMT SERVICES COMFORT KEEPERS PO BOX 380485 MURDOCK FL 33938 270049103 30997 IN HOME SERVICES DIAL A NURSE OF LEE COUNTY 3949 EVANS AVE FORT MYERS FL 33901 030497648 43756 IN HOME SERVICES FLORIDA RURAL LEGAL SERVICE 3210 CLEVELAND AVE SUITE 101 FORT MYERS FL 33901 591225173 501C3 139773 LEGAL SERVICES HEALTH FORCE 5276 SUMMERLIN COMMONS WAY SUITE 702 FORT MYERS FL 33907 650410505 62864 IN HOME SERVICES HOME INSTEAD SENIOR CARE-680 3100 DEL PRADO BLVD SUITE B CAPE CORAL FL 33904 593670661 69155 IN HOME SERVICES HOME INSTEAD SENIOR CARE-BIDWELL 10621 AIRPORT PULLING RD SUITE 1 NAPLES FL 34109 261088884 36232 IN HOME SERVICES HOPE OF SW FL INC 9470 HEALTPARK CIRCLE FORT MYERS FL 33908 592128697 501C3 760598 CASE MGNT JEWISH FAMILY & CHILDREN 2688 FRUITVILLE RD SARASOTA FL 34237 592693318 501C3 10739 CAREGIVER SUPPORT RED CARE NURSING 6315 PRESIDENTIAL COURT SUITE D FORT MYERS FL 33919 010756159 168274 IN HOME SERVICES SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501C3 6107899 CASE MGNT SUMMIT HOME RESPIRATORY 1467 RAIL HEAD BLVD NAPLES FL 34110 592321210 106387 MEDICAL SUPPLIES WOODBURY PRODUCTS INC 2400-B TAMIAMI TRAIL PORT CHARLOTTE FL 33952 321203304 501(C) 18552 MEDICAL SUPPLIES ALTERNATIVE HOMEMAKING WITH A HEAR OF SW FL 1901 TAMIAMI TRAIL S SUITE A VENICE FL 34293 270210209 199296 IN HOME SERVICES CARE CLUB 1800 SANTA BARBARA BLVD NAPLES FL 34116 650253054 12010 IN HOME SERVICES CSI CATALNO'S 12563 NEW BRITTANY BLVD 24 FORT MYERS FL 33907 591303456 14670 IN HOME SERVICES LOVING HEART ADC INC 5711 SE INDEPENDENCE CIRCLE FORT MYERS FL 33912 453026069 16276 IN HOME SERVICES YOUTHFUL AGING 5602 MARQUESA CIRCLE SARASOTA FL 34233 650889479 63148 IN HOME SERVICES RESCARE HOME CARE DBA SOUTHERN HOME CARE SERVICES 1700 EAST PARK AVE VALDOSTA GA 31602 581408815 48599 IN HOME SERVICES 10 18 HOME ENERGY CRISIS ASSIST 1029 267755 MONTHY STIPENDS TO CAREGIVERS FOR SENIORS 198 226560 X X X X X false false false false false false false false false MARIANNE LORINI EXECUTIVE DIRECTOR 136500 21334 157834 FORM 990 - ORGANIZATION'S MISSION THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE FOF 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, 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 ARDC 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. THW 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 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 AND D2 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 COLLING 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 CHIEF FINANCIAL OFFICER DETERMINE WHAT AN APPROPRIATE SALARY OR RATE INCREASE WOULD BE. THIS IS THEN APPROVED BY THE FINANCE COMMITTEE 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.