2014-11-14T14:59:52-06:00 2013-12-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2013-01-01 591854441 AREA AGENCY ON AGING FOR SW FLORIDA INC AREA 2396526900 15201 N CLEVELAND AVE ROOM/SUITE 1100 NORTH FORT MYERS FL 33903 MARIANNE LORINI PRESIDENT 2396526900 2014-11-14 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2014-11-14 2013 2015-11-30 17:44:51Z SENIOR CHOICES OF SOUTHWEST FL MARIANNE LORINI 15201 N CLEVELAND AVE NORTH FORT MYERS FL 33903 14599918 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 39 60 0 13931616 14569182 0 272 308 28834 30428 13960722 14599918 11560275 11167472 0 1811571 1879824 0 0 538346 1460259 13910192 14507555 50530 92363 2839609 3063039 2461721 2592788 377888 470251 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 6033348 5486708 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. 5223875 4660431 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 474996 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 1881976 236995 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. 1881976 236995 13614195 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 false false false false false false false false false false false false false false false false false false true 31 0 false 39 true false false false false false true true false false false false false false X 8 8 false false false false false false false true true false false true true true false 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 5.00 X X 0 0 0 HANNA MCCOLOUGH TREASURER 1.00 X X 0 0 0 LEIGH ANNA NOWAK PAST PRESIDE 1.00 X 0 0 0 ARTHUR LERMAN SECRETARY 1.00 X 0 0 0 KATHLEEN HOUSEWEART TREASURER 1.00 X X 0 0 0 WENDY BOAZ-HAYES AAA ADVSORY 1.00 X 0 0 0 NELSON GUZMAN DIRECTOR 1.00 X 0 0 0 DOUG ROSS VICE PRESIDE 1.00 X X 0 0 0 STEVE WHITWORTH ADVISORY COU X 0 0 0 JACKIE TUCKER DIRECTOR 1.00 X 0 0 0 DELORES KADLEC-ROUSSEY CFO 40.00 X 83214 0 8498 ANGELA FISHER COO 40.00 X 82837 0 7524 MARIANNE LORINI EXECUTIVE DI 40.00 X 45317 0 683 DR THOMAS FELKE DIRECTOR 1.00 X 0 0 0 211368 16705 false false false SENIOR FRIENDSHIP CENTERS 1888 BROTHER GEENEN WAY SARASOTA FL 34269 CASE MGMT SERVI 5577736 COLLIER COUNTY HOUSING AND SENIOR SERVICES 3299 TAMIAMI TRAIL E SUITE 700 NAPLES FL 34112 CASE MGNT 1542738 CHARLOTTE COUNTY HUMAN SERVICES 1050 LOVELAND BLVD PORT CHARLOTTE FL 33980 CASE MGNT 725402 HOPE OF SW FLORIDA 9470 HEALTH PARK CIRCLE FORT MYERS FL 33904 CASE MGNT 654084 FL RURAL LEGAL SERVICES 3210 CLEVELAND AVE SUITE 101 FORT MYERS FL 33901 LEGAL SERVICES 181926 13 14485172 84010 14569182 308 308 12976 12976 MISCELLANEOUS 17452 17452 17452 14599918 17760 10384134 10384134 783338 783338 271613 60658 210955 1111103 783401 327702 395003 278750 116253 102105 63529 38576 112205 56341 55864 37371 30728 6643 218979 163437 55542 59563 44367 15196 38934 38934 12294 8121 4173 OTHER 936834 917082 19752 32939 32939 PROPERTY & EQUIPMENT 11049 7279 3770 PROPERTY & EQUIPMENT 91 91 14507555 13614195 893360 0 325516 434282 29388 24388 2290682 2447841 424138 276110 185523 148028 8500 8500 2839609 3063039 338305 299894 1852816 2040704 270600 252190 2461721 2592788 X 377888 391251 79000 377888 470251 2839609 3063039 92363 X false true X true true true X 14198468 13908085 14093171 13931616 14569182 70700522 14198468 13908085 14093171 13931616 14569182 70700522 70700522 5713 894 1086 272 308 8273 16452 16452 62878 18345 13350 20836 115409 70840656 12976 0.99800 0.99780 X PART II, LINE 10 115,409 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183676 59610 124066 240462 216500 23962 148028 14599918 14599918 14599918 14507555 14507555 14507555 SCHEDULE D, PAGE 3, PART X 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. false ACCU-CARE 2375 N TAMIAMI SUITE 300 NAPLES FL 34103 650583500 169397 IN HOME SERVICES ADT COMPANION SERVICES 32100 US HIGHWAY 19 N PALM HARBOR FL 34684 581814102 31365 EMERGENCY RESPONSE ALL STAT HOME HEALTH 3231 GULF GATE DRIVE SUITE 104 SARASOTA FL 34231 592779462 143379 IN HOME SERVICES ALWAYS THERE HOME CARE 317 N COLLIER BLVD SUITE 201 MARCO ISLAND FL 34145 650468157 65231 IN HOME SERVICES ALZHEIMER'S ASSOCIATION 9365 US HIGHWAY 19 N SUITE B PINELLAS PARK FL 33782 592378435 501C3 134932 ALZHEIMERS TESTING APPROVED HOME HEALTH 4148 20TH ST W BRADENTON FL 34205 272514246 26978 IN HOME SERVICES ASSISTING HANDS-GRANGEFORD 42 BARKLEY CIRCLE SUITE 5 FORT MYERS FL 33907 260477128 72619 IN HOME SERVICES ASSISTING HANDS-NAPLES 10661 AIRPORT PULLING RD SUITE 15 NAPLES FL 34109 263900401 18408 IN HOME SERVICES CHARLOTTE COUNTY HUMAN SERVICES 512 E GRACE ST PUNTA GORDA FL 33950 596000541 GOV 725402 CASE MGNT SERVICES CHILDREN FIRST INC 1723 N ORANGE AVE SARASOTA FL 34234 590968249 501C3 11700 GRANDPARENTING CARE COASTAL CARE NURSING 871 VENETIA BAY BLVD VENICE FL 34285 421609443 26202 IN HOME SERVICES COLLIER COUNTY HOUSING 3299 TAMIMI TRAIL S SUITE 200 NAPLES FL 34112 596000558 GOV 1542738 CASE MGMT SERVICES COMFORT KEEPERS PO BOX 380485 MURDOCK FL 33938 270049103 22073 IN HOME SERVICES CRITICAL SIGNAL TECHNOLOGIES 22600 HAGGERTY RD FARMINGTON HILLS MI 48335 205117627 7064 IN HOME SERVICES DIAL A NURSE OF LEE COUNTY 3949 EVANS AVE FORT MYERS FL 33901 030497648 75346 IN HOME SERVICES FLORIDA RURAL LEGAL SERVICE 3210 CLEVELAND AVE SUITE 101 FORT MYERS FL 33901 591225173 501C3 189510 LEGAL SERVICES HEALTH FORCE 5276 SUMMERLIN COMMONS WAY SUITE 702 FORT MYERS FL 33907 650410505 50235 IN HOME SERVICES HOME INSTEAD SENIOR CARE-680 3100 DEL PRADO BLVD SUITE B CAPE CORAL FL 33904 593670661 35870 IN HOME SERVICES HOME INSTEAD SENIOR CARE-BIDWELL 10621 AIRPORT PULLING RD SUITE 1 NAPLES FL 34109 261088884 46913 IN HOME SERVICES HOPE OF SW FL INC 9470 HEALTPARK CIRCLE FORT MYERS FL 33908 592128697 501C3 654084 CASE MGNT JEWISH FAMILY & CHILDREN 2688 FRUITVILLE RD SARASOTA FL 34237 592693318 501C3 92842 CAREGIVER SUPPORT LEE MEMORIAL HEALTH SYSTEM 2776 CLEVELAND AVE S FORT MYERS FL 33901 590174812 501C3 18349 CAREGIVER SUPPORT MULTI TASK GENIE LLC 8586 POTTER PARK DRIVE SARASOTA FL 34238 800402703 135705 IN HOME SERVICES RED CARE 6315 PRESIDENTIAL COURT SUITE D FORT MYERS FL 33919 010756159 131268 IN HOME SERVICES SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501C3 5577736 CASE MGNT SUMMIT HOME RESPIRATORY 1467 RAIL HEAD BLVD NAPLES FL 34110 592321210 83273 MEDICAL SUPPLIES THE ALVIN DUBLIN CENTER 10051 MCGREGOR BLVD SUITE 101 FORT MYERS FL 33919 650580633 501C3 37807 CAREGIVER SUPPORT VIP AMERICA 2500 S KANNER HIGHWAY SUITE 1 STUART FL 34994 264591501 159518 IN HOME SERVICES WOODBURY PRODUCTS INC 2400-B TAMIAMI TRAIL PORT CHARLOTTE FL 33952 321203304 501(C) 16398 MEDICAL SUPPLIES CARE CLUB 1800 SANTA BARBARA BLVD NAPLES FL 34116 650253054 11840 YOUTHFUL AGING 5602 MARQUESA CIRCLE SARASOTA FL 34233 650889479 64734 IN HOME SERVICES 10 HOME ENERGY CRISIS ASSIST 1413 429270 MONTHY STIPENDS TO 201 354068 CAREGIVERS FOR SENIORS SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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.