2012-11-08T14:15:18-06:00 2011-12-31 593070669 MOORE STEPHENS LOVELACE PA 1201 S ORLANDO AVENUE SUITE 400 WINTER PARK FL 327897192 990 2011-01-01 591595398 OSCEOLA COUNTY COUNCIL ON AGING INC OSCE 4078468532 700 GENERATION POINT KISSIMMEE FL 34744 CONNIE BENCA 4078468532 2012-11-08 1 MELANIE MCPEAK P01346034 4077405400 2011 2016-02-24 21:20:13Z CONNIE BENCA 700 GENERATION POINT KISSIMMEE FL 34744 9319041 0 X WWW.OSCEOLAGENERATIONS.ORG X 1971 FL THE ORGANIZATION'S MISSION IS TO PROMOTE THE PHYSICAL, MENTAL AND SOCIAL WELL-BEING OF SENIORS, DISADVANTAGED FAMILIES AND ADULTS WITH DISABILITIES AND THEIR CAREGIVERS. THE ORGANIZATION ALSO PROVIDES MEALS, ADULT DAY CARE, TRANSPORTATION, SOCIAL SERVICES, CASE MANAGEMENT, IN-HOME SERVICES, HEALTH CARE AND A VARIETY OF OTHER SERVICES FOR THE ELDERLY AND DISABLED. 28 28 242 1001 0 0 7860478 1112865 906069 7674982 36172 2165 150544 490732 8953263 9280744 0 0 0 0 4027059 4177116 0 0 29247 4161673 5221034 8188732 9398150 764531 -117406 16006777 15833285 845988 789902 15160789 15043383 X DEDICATED TO PROVIDING SERVICES TO ENABLE INDEPENDENCE AND SELF-SUFFICIENCY FOR SENIORS, DISABLED ADULTS AND DISADVANTAGED FAMILIES. 0 0 1770747 1653121 WEATHERIZATION/CHORE PROGRAM - THE ORGANIZATION HELPS LOW-INCOME HOMEOWNERS PERMANENTLY REDUCE THEIR ENERGY BILLS BY MAKING THEIR HOMES MORE ENERGY EFFICIENT AND REPAIR, RENOVATE AND MAINTAIN HOMES OWNED AND OCCUPIED BY ELDERLY AND DISABLED ADULTS. 1476832 1378730 LIHEAP PROGRAM (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM) - THE ORGANIZATION PROVIDES EMERGENCY UTILITY ASSISTANCE TO SENIORS AND FAMILIES IN ECONOMIC CRISIS. 767552 716566 HOME DELIVERED MEALS - THE ORGANIZATION DELIVERS NUTRITIONALLY BALANCED MEALS TO HOMEBOUND ELDERLY AND DISABLED ADULTS. 4564118 4260093 OTHER NON-DOEA (FLORIDA DEPARTMENT OF ELDER AFFAIRS) PROGRAM ALLOCATION 68356 64660 OTHER DEPARTMENT OF ELDERLY AFFAIRS PROGRAMS INCLUDING CASE AIDE, EMERGENCY ALERT RESPONSE, NUTRITION EDUCATION, OUTREACH, RESPITE-FACILITY, SCREENING AND ASSESSMENT. 4632474 4324753 8647605 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 7 0 1 242 1 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CONNIE BENCA 4074831474 700 GENERATION POINT KISSIMMEE FL 34744 X JUDY MOORE 2.00 X X 0 0 0 BOB HEALY JR 2.00 X X 0 0 0 TOM DORSEY 2.00 X X 0 0 0 PATSY HEFFNER 2.00 X X 0 0 0 BOB HANSELL 2.00 X 0 0 0 BARBARA HORN 2.00 X 0 0 0 JEROM FERTIC 2.00 X 0 0 0 HAL EPPERSON 2.00 X 0 0 0 JIM SWAN 2.00 X 0 0 0 MALCOLM THOMPSON 2.00 X 0 0 0 MARY CARR 2.00 X 0 0 0 PATRICIA SCARBOROUGH 2.00 X 0 0 0 PETER MORROW MD 2.00 X 0 0 0 ANNETTE FORTUNATO-DIAZ 2.00 X 0 0 0 GERMAN COLON 2.00 X 0 0 0 GUILLERMO HANSEN 2.00 X 0 0 0 CHARLES OWEN 2.00 X 0 0 0 STERLING C BLAKE 2.00 X 0 0 0 DORIE CROISSANT 2.00 X 0 0 0 KATHY PIERSON 2.00 X 0 0 0 SONYA DEESE BYRNES 2.00 X 0 0 0 DONNA SINES 2.00 X 0 0 0 JEANNE VAN METER 2.00 X 0 0 0 JOYCE WHITSTON 2.00 X 0 0 0 CARLOS ROSADO 2.00 X 0 0 0 BEVERLY HOUGLAND 40.00 X 86268 0 2800 CONNIE BENCA 40.00 X 63106 0 0 149374 0 2800 0 0 0 0 SYSCO PO BOX 40 OCOEE FL 34761 FOOD SUPPLIER 528822 A COOL BREEZE 2543 EAST IRLO BRONSON HIGHWAY KISSIMMEE FL 34744 AIR CONDITIONING SERVICE 223858 MERCURY MECHANICAL 1428 PARK COMMERCE COURT ST CLOUD FL 34769 GENERAL CONTRACTOR 189632 TUCFREZ PO BOX 450751 KISSIMMEE FL 34745 AIR CONDITIONING SERVICE 135453 4 363924 44322 704619 1112865 FEDERAL & STATE SUPPOR 624100 6070552 6070552 OTHER SUPPORT 624100 666641 666641 HOUSING INCOME 624100 598639 598639 CLIENT INCOME 624100 339150 339150 7674982 64 64 2101 0 2101 2101 2101 130841 44322 38297 92544 92544 OTHER REVENUE 900099 398188 398188 398188 9280744 8073170 0 94709 209215 209215 3475750 3182073 285938 7739 192733 159339 32848 546 299418 247540 51031 847 1069 1069 27095 27095 2736281 2727799 8482 2716 626 2090 127590 97591 29999 13359 13359 348656 343177 5479 87667 87295 372 16764 16764 8272 8272 557393 510572 46821 141092 140121 971 FOOD AND FOOD SUPPLIES 612407 612407 PROGRAM SUPPLIES 540673 500670 19888 20115 9398150 8647605 721298 29247 279991 74008 69748 82793 488388 721208 13356 15026 19272425 4334775 15146989 14937650 2600 2600 5705 0 16006777 15833285 465809 628956 57487 52487 9507 322692 98952 845988 789902 X 9308848 9370093 5851941 5673290 15160789 15043383 16006777 15833285 -117406 0 X X 0 1 1 X 1 1 X 1631475 6667444 4139557 2925991 1112865 16477332 5209139 6246575 5166540 6022149 7805823 30450226 6840614 12914019 9306097 8948140 8918688 46927558 0 0 0 46927558 11402 3558 23 99 64 15146 11402 3558 23 99 64 15146 398188 398188 6852016 12917577 9306120 8948239 9316940 47340892 0.99130 0.99820 0.00030 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 4202000 4202000 10966235 3154268 7811967 3690997 1061658 2629339 413193 118849 294344 14937650 9280744 9398150 -117406 -117406 12249943 2930902 38297 2969199 9280744 0 9280744 12367349 2930902 38297 2969199 9398150 0 9398150 PART IV, LINE 2B: AS REQUIRED BY HUD, RESIDENT SECURITY DEPOSITS ARE HELD IN TRUST IN AN ESCROW ACCOUNT. THE ESCROW ACCOUNTS ARE LISTED ON THE BALANCE SHEET OF FORM 990, PART X, LINE 21 AS ESCROW ACCOUNT LIABILITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED IN REVENUE 38,297. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED IN REVENUE 38,297. BENEVON 49998 49998 5206 SENIOR SANTA 30282 30282 13907 5 94883 44322 50561 19184 175163 44322 130841 38297 38297 92544 CHRISTIN HOUGLAND FAMILY RELATIONSHIP 61875 CHRISTIN HOUGLAND, DIRECTOR OF NURSING, IS THE DAUGHTER OF BEVERLY HOUGLAND, CEO. 0 X 2 172000 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHRISTIN HOUGLAND, DIRECTOR OF NURSING, IS THE DAUGHTER OF BEVERLY HOUGLAND, CEO. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S 990 IS REVIEWED BY BOTH THE CEO AND CFO. IF THERE ARE QUESTIONS OR CONCERNS, THESE ARE DISCUSSED WITH THE AUDITOR AT THAT TIME. ONCE THE 990 DRAFT IS ACCEPTED BY THE AGENCY, IT IS FORWARDED FOR REVIEW TO ALL BOARD MEMBERS FOR FINAL APPROVAL BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS. THE BOARD OF DIRECTORS REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE ANNUAL DISCLOSURE PROCESS AND PROHIBITS OFFICERS AND DIRECTORS FROM VOTING ON MATTERS WHERE ACTUAL CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15A COMPETITIVE COMPENSATION GUIDELINES FOR THE CHIEF EXECUTIVE OFFICER AND EMPLOYEES ARE ESTABLISHED ANNUALLY THROUGH THE USE OF MARKET DATA ON RELEVANT COMPARABLE NON-PROFIT AGENCIES. THESE MARKET ANALYSES INCLUDE BASE SALARY AND VARIABLE COMPENSATION. COMPENSATION FOR THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON ITS ASSESSMENT OF THE AGENCY'S OVERALL PERFORMANCE AND THE CEO'S INDIVIDUAL CONTRIBUTIONS. THE COMMITTEE IS INDEPENDENT WITH RESPECT TO THE COMPENSATION. THE REVIEW AND APPROVAL PROCESS IS DOCUMENTED IN THE EMPLOYEE PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALLOCATION OF HOURS WORKED FORM 990, PART VII, SECTION A, #1A, COLUMN (B) HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATIONS AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: BOB HEALY JR., PATRICIA SCARBOROUGH, GERMAN COLON, BEVERLY HOUGLAND, AND CONNIE BENCA SERVE 2.0 HOURS PER WEEK AT OSCEOLA COUNTY COUNCIL ON AGING, INC. AND ST. CLOUD VILLAGE PHASE II, INC. OVERSIGHT OF AUDIT FORM 990, PART XI, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. KISSIMMEE OAKS HOUSING I INC 2350 NORTH CENTRAL AVENUE KISSIMMEE FL 34741 593228411 PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND HANDICAPPED PERSONS FL 501 (C)(3) 9 OSCEOLA COUNTY COUNCIL ON AGING INC 1 ST CLOUD VILLAS PHASE II INC 700 GENERATION POINT KISSIMMEE FL 34744 550901127 PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND HANDICAPPED PERSONS FL 501 (C)(3) 9 OSCEOLA COUNTY COUNCIL ON AGING INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 KISSIMMEE OAKS HOUSING I INC K 26454 FAIR MARKET VALUE ST CLOUD VILLAS PHASE II INC K 31825 FAIR MARKET VALUE ST CLOUD VILLAS PHASE II INC N 39652 FAIR MARKET VALUE KISSIMMEE OAKS HOUSING I INC N 104788 FAIR MARKET VALUE