AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC (EIN 59-1854441)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349307497
- Schema version
- 2013v3.1
- 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 | 2014-11-14T14:59:52-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591854441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AREA AGENCY ON AGING FOR | BusinessNameLine1 |
| Business Name Line2 | SW FLORIDA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AREA | BusinessNameControlTxt |
| Phone | 2396526900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 N CLEVELAND AVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 1100 | AddressLine2 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE LORINI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2396526900 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN STROEMER CPA CFST CAM GRI | PreparerPersonNm |
| PTIN | P00102391 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR CHOICES OF SOUTHWEST FL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIANNE LORINI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 N CLEVELAND AVE | AddressLine1 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,599,918 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAASWFL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $13,931,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,569,182 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $272 | PYInvestmentIncomeAmt |
| CY Investment Income | $308 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,834 | PYOtherRevenueAmt |
| CY Other Revenue | $30,428 | CYOtherRevenueAmt |
| PY Total Revenue | $13,960,722 | PYTotalRevenueAmt |
| CY Total Revenue | $14,599,918 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,560,275 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,167,472 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,811,571 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,879,824 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $538,346 | PYOtherExpensesAmt |
| CY Other Expenses | $1,460,259 | CYOtherExpensesAmt |
| PY Total Expenses | $13,910,192 | PYTotalExpensesAmt |
| CY Total Expenses | $14,507,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $50,530 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $92,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,839,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,063,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,461,721 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,592,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $377,888 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $470,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,033,348 | ExpenseAmt |
| Grant | $5,486,708 | GrantAmt |
| Desc | 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 NUTRITION SERVICES IN A CONGREGATE MEAL SITE OR HAVE MEALS DELIVERED TO THE SENIORS HOME. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,223,875 | ExpenseAmt |
| Grant | $4,660,431 | GrantAmt |
| Desc | GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME FRAIL SENIORS OVER 60 TO DECREASE OR DELAY PREMATURE OR INNAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $474,996 | ExpenseAmt |
| Desc | 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 | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,881,976 | ExpenseAmt |
| Grant | $236,995 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,881,976 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $236,995 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $13,614,195 | 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 | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 39 | 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 |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | false | 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 | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE AGENCY | PersonNm |
| Phone | 2396526900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 N CLEVELAND AVE | AddressLine1 |
| Address Line2 | 1100 | AddressLine2 |
| City | N FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD LUCCHINO PHD | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HANNA MCCOLOUGH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEIGH ANNA NOWAK | ||||||
| PAST PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR LERMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN HOUSEWEART | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDY BOAZ-HAYES | ||||||
| AAA ADVSORY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NELSON GUZMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG ROSS | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE WHITWORTH | ||||||
| ADVISORY COU | Yes (X) | $0 | $0 | $0 | ||
| JACKIE TUCKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DELORES KADLEC-ROUSSEY | ||||||
| CFO | 40.00 | Yes (X) | $83,214 | $0 | $8,498 | |
| ANGELA FISHER | ||||||
| COO | 40.00 | Yes (X) | $82,837 | $0 | $7,524 | |
| MARIANNE LORINI | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $45,317 | $0 | $683 | |
| DR THOMAS FELKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $211,368 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $16,705 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Business Name Line2ContractorName/BusinessName/BusinessNameLine2 | Address Line2ContractorAddress/USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| SENIOR FRIENDSHIP CENTERS | |||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34269 | CASE MGMT SERVI | $5,577,736 | ||
| COLLIER COUNTY HOUSING AND SENIOR | |||||||
| 3299 TAMIAMI TRAIL E | NAPLES | FL | 34112 | CASE MGNT | $1,542,738 | SERVICES | SUITE 700 |
| CHARLOTTE COUNTY HUMAN SERVICES | |||||||
| 1050 LOVELAND BLVD | PORT CHARLOTTE | FL | 33980 | CASE MGNT | $725,402 | ||
| HOPE OF SW FLORIDA | |||||||
| 9470 HEALTH PARK CIRCLE | FORT MYERS | FL | 33904 | CASE MGNT | $654,084 | ||
| FL RURAL LEGAL SERVICES | |||||||
| 3210 CLEVELAND AVE | FORT MYERS | FL | 33901 | LEGAL SERVICES | $181,926 | SUITE 101 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $14,485,172 | GovernmentGrantsAmt |
| All Other Contributions | $84,010 | AllOtherContributionsAmt |
| Total Contributions | $14,569,182 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308 | TotalRevenueColumnAmt |
| Exclusion | $308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,976 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,976 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $17,452 | TotalRevenueColumnAmt |
| Exclusion | $17,452 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,452 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,599,918 | TotalRevenueColumnAmt |
| Exclusion | $17,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,384,134 | TotalAmt |
| Program Services | $10,384,134 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,338 | TotalAmt |
| Program Services | $783,338 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,613 | TotalAmt |
| Program Services | $60,658 | ProgramServicesAmt |
| Management And General | $210,955 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,103 | TotalAmt |
| Program Services | $783,401 | ProgramServicesAmt |
| Management And General | $327,702 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,003 | TotalAmt |
| Program Services | $278,750 | ProgramServicesAmt |
| Management And General | $116,253 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,105 | TotalAmt |
| Program Services | $63,529 | ProgramServicesAmt |
| Management And General | $38,576 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,205 | TotalAmt |
| Program Services | $56,341 | ProgramServicesAmt |
| Management And General | $55,864 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,371 | TotalAmt |
| Program Services | $30,728 | ProgramServicesAmt |
| Management And General | $6,643 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,979 | TotalAmt |
| Program Services | $163,437 | ProgramServicesAmt |
| Management And General | $55,542 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,563 | TotalAmt |
| Program Services | $44,367 | ProgramServicesAmt |
| Management And General | $15,196 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,934 | TotalAmt |
| Management And General | $38,934 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,294 | TotalAmt |
| Program Services | $8,121 | ProgramServicesAmt |
| Management And General | $4,173 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER | $936,834 | $917,082 | $19,752 |
| $32,939 | $32,939 | ||
| PROPERTY & EQUIPMENT | $11,049 | $7,279 | $3,770 |
| PROPERTY & EQUIPMENT | $91 | $91 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,507,555 | TotalAmt |
| Program Services | $13,614,195 | ProgramServicesAmt |
| Management And General | $893,360 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,516 | BOYAmt |
| EOY | $434,282 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,388 | BOYAmt |
| EOY | $24,388 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,290,682 | BOYAmt |
| EOY | $2,447,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $424,138 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $276,110 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,523 | BOYAmt |
| EOY | $148,028 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500 | BOYAmt |
| EOY | $8,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,839,609 | BOYAmt |
| EOY | $3,063,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,305 | BOYAmt |
| EOY | $299,894 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,816 | BOYAmt |
| EOY | $2,040,704 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,600 | BOYAmt |
| EOY | $252,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,461,721 | BOYAmt |
| EOY | $2,592,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,888 | BOYAmt |
| EOY | $391,251 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $79,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,888 | BOYAmt |
| EOY | $470,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,839,609 | BOYAmt |
| EOY | $3,063,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $92,363 | ReconcilationRevenueExpnssAmt |
| 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 | $14,198,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,908,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,093,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,931,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,569,182 | CurrentTaxYearAmt |
| Total | $70,700,522 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,198,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,908,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,093,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,931,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,569,182 | CurrentTaxYearAmt |
| Total | $70,700,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $70,700,522 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308 | CurrentTaxYearAmt |
| Total | $8,273 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $16,452 | CurrentTaxYearAmt |
| Total | $16,452 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,836 | CurrentTaxYearMinus1YearAmt |
| Total | $115,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,840,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,976 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 115,409 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,610 | DepreciationAmt |
| Book Value | $124,066 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $240,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $216,500 | DepreciationAmt |
| Book Value | $23,962 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $148,028 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $14,599,918 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $14,599,918 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $14,599,918 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,507,555 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $14,507,555 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,507,555 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| ACCU-CARE | ||||||||
| 2375 N TAMIAMI | SUITE 300 | NAPLES | FL | 34103 | 650583500 | $169,397 | IN HOME SERVICES | |
| ADT COMPANION SERVICES | ||||||||
| 32100 US HIGHWAY 19 N | PALM HARBOR | FL | 34684 | 581814102 | $31,365 | EMERGENCY RESPONSE | ||
| ALL STAT HOME HEALTH | ||||||||
| 3231 GULF GATE DRIVE | SUITE 104 | SARASOTA | FL | 34231 | 592779462 | $143,379 | IN HOME SERVICES | |
| ALWAYS THERE HOME CARE | ||||||||
| 317 N COLLIER BLVD | SUITE 201 | MARCO ISLAND | FL | 34145 | 650468157 | $65,231 | IN HOME SERVICES | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 9365 US HIGHWAY 19 N | SUITE B | PINELLAS PARK | FL | 33782 | 592378435 | $134,932 | ALZHEIMERS TESTING | 501C3 |
| APPROVED HOME HEALTH | ||||||||
| 4148 20TH ST W | BRADENTON | FL | 34205 | 272514246 | $26,978 | IN HOME SERVICES | ||
| ASSISTING HANDS-GRANGEFORD | ||||||||
| 42 BARKLEY CIRCLE | SUITE 5 | FORT MYERS | FL | 33907 | 260477128 | $72,619 | IN HOME SERVICES | |
| ASSISTING HANDS-NAPLES | ||||||||
| 10661 AIRPORT PULLING RD | SUITE 15 | NAPLES | FL | 34109 | 263900401 | $18,408 | IN HOME SERVICES | |
| CHARLOTTE COUNTY HUMAN SERVICES | ||||||||
| 512 E GRACE ST | PUNTA GORDA | FL | 33950 | 596000541 | $725,402 | CASE MGNT SERVICES | GOV | |
| CHILDREN FIRST INC | ||||||||
| 1723 N ORANGE AVE | SARASOTA | FL | 34234 | 590968249 | $11,700 | GRANDPARENTING CARE | 501C3 | |
| COASTAL CARE NURSING | ||||||||
| 871 VENETIA BAY BLVD | VENICE | FL | 34285 | 421609443 | $26,202 | IN HOME SERVICES | ||
| COLLIER COUNTY HOUSING | ||||||||
| 3299 TAMIMI TRAIL S | SUITE 200 | NAPLES | FL | 34112 | 596000558 | $1,542,738 | CASE MGMT SERVICES | GOV |
| COMFORT KEEPERS | ||||||||
| PO BOX 380485 | MURDOCK | FL | 33938 | 270049103 | $22,073 | IN HOME SERVICES | ||
| CRITICAL SIGNAL TECHNOLOGIES | ||||||||
| 22600 HAGGERTY RD | FARMINGTON HILLS | MI | 48335 | 205117627 | $7,064 | IN HOME SERVICES | ||
| DIAL A NURSE OF LEE COUNTY | ||||||||
| 3949 EVANS AVE | FORT MYERS | FL | 33901 | 030497648 | $75,346 | IN HOME SERVICES | ||
| FLORIDA RURAL LEGAL SERVICE | ||||||||
| 3210 CLEVELAND AVE | SUITE 101 | FORT MYERS | FL | 33901 | 591225173 | $189,510 | LEGAL SERVICES | 501C3 |
| HEALTH FORCE | ||||||||
| 5276 SUMMERLIN COMMONS WAY | SUITE 702 | FORT MYERS | FL | 33907 | 650410505 | $50,235 | IN HOME SERVICES | |
| HOME INSTEAD SENIOR CARE-680 | ||||||||
| 3100 DEL PRADO BLVD | SUITE B | CAPE CORAL | FL | 33904 | 593670661 | $35,870 | IN HOME SERVICES | |
| HOME INSTEAD SENIOR CARE-BIDWELL | ||||||||
| 10621 AIRPORT PULLING RD | SUITE 1 | NAPLES | FL | 34109 | 261088884 | $46,913 | IN HOME SERVICES | |
| HOPE OF SW FL INC | ||||||||
| 9470 HEALTPARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | $654,084 | CASE MGNT | 501C3 | |
| JEWISH FAMILY & CHILDREN | ||||||||
| 2688 FRUITVILLE RD | SARASOTA | FL | 34237 | 592693318 | $92,842 | CAREGIVER SUPPORT | 501C3 | |
| LEE MEMORIAL HEALTH SYSTEM | ||||||||
| 2776 CLEVELAND AVE S | FORT MYERS | FL | 33901 | 590174812 | $18,349 | CAREGIVER SUPPORT | 501C3 | |
| MULTI TASK GENIE LLC | ||||||||
| 8586 POTTER PARK DRIVE | SARASOTA | FL | 34238 | 800402703 | $135,705 | IN HOME SERVICES | ||
| RED CARE | ||||||||
| 6315 PRESIDENTIAL COURT | SUITE D | FORT MYERS | FL | 33919 | 010756159 | $131,268 | IN HOME SERVICES | |
| SENIOR FRIENDSHIP CENTERS INC | ||||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | $5,577,736 | CASE MGNT | 501C3 | |
| SUMMIT HOME RESPIRATORY | ||||||||
| 1467 RAIL HEAD BLVD | NAPLES | FL | 34110 | 592321210 | $83,273 | MEDICAL SUPPLIES | ||
| THE ALVIN DUBLIN CENTER | ||||||||
| 10051 MCGREGOR BLVD | SUITE 101 | FORT MYERS | FL | 33919 | 650580633 | $37,807 | CAREGIVER SUPPORT | 501C3 |
| VIP AMERICA | ||||||||
| 2500 S KANNER HIGHWAY | SUITE 1 | STUART | FL | 34994 | 264591501 | $159,518 | IN HOME SERVICES | |
| WOODBURY PRODUCTS INC | ||||||||
| 2400-B TAMIAMI TRAIL | PORT CHARLOTTE | FL | 33952 | 321203304 | $16,398 | MEDICAL SUPPLIES | 501(C) | |
| CARE CLUB | ||||||||
| 1800 SANTA BARBARA BLVD | NAPLES | FL | 34116 | 650253054 | $11,840 | |||
| YOUTHFUL AGING | ||||||||
| 5602 MARQUESA CIRCLE | SARASOTA | FL | 34233 | 650889479 | $64,734 | IN HOME SERVICES | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HOME ENERGY CRISIS ASSIST | 1413 | $429,270 |
| MONTHY STIPENDS TO | 201 | $354,068 |
| CAREGIVERS FOR SENIORS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ANNUALLY, THE AGENCY MONITORS(BOTH ADMINISTRATIVE AND PROGRAMMATIC)LEAD AGENCIES WHO IN TURN, COMPLETE AN ON-SITE MONITORING OF ITS VENDORS. OAA GRANT FUNDING AWARDEES ARE MONITORED BY AAA STAFF. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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 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. |
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