2012-11-01T07:44:48-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2011-01-01 591854441 AREA AGENCY ON AGING FOR SW FLORIDA INC AREA 2393324233 15201 N CLEVELAND AVE SUITE 1100 NORTH FORT MYERS FL 33903 LEIGH WADE 2393324233 2012-10-26 1 MARTIN REDOVAN CPA P01281045 2392269900 2012-10-22 2011 2016-02-24 21:20:13Z LEIGH WADE 15201 N CLEVELAND AVE SUITE 1100 NORTH FORT MYERS FL 33903 14111814 0 X WWW.AAASWFL.ORG X 1978 FL SEE SCHEDULE O 14 14 41 25 0 0 13908085 14093171 0 0 894 1086 18345 17557 13927324 14111814 11429550 11582458 0 0 1912792 1779524 0 0 6181 669268 750841 14011610 14112823 -84286 -1009 3046561 2388054 2718194 2060696 328367 327358 X TO HELP AGING ADULTS ACHIEVE GREATER INDEPENDENCE THROUGH AWARENESS OF RESOURCES AND ACCESS TO QUALIFIED SERVICE PROVIDERS. 0 0 6423388 5928483 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. 5092447 4939863 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 INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS 552509 441982 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. 470697 0 AGING AND DISABILITY RESOURCE CENTER/MEDICAID WAIVER PROGRAMS - THE ADRC 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. THE 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 THAN IN AN INSTITUTIONAL SETTING SUCH AS SKILLED NURSING FACILITIES. 520094 272130 OTHER PROGRAMS INCLUDING 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. 990791 272130 13059135 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 41 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X LEIGH SCHIELD EXECUTIVE DIRECTOR 2396526900 15201 N CLEVELAND AVENUE SUITE 1100 NORTH FORT MYERS FL 33903 LEIGH ANNA NOWAK 5.00 X X 0 0 0 TAMMY DECARO 1.00 X X 0 0 0 JANE WHITE 1.00 X X 0 0 0 ANTOINETTE RUGGIERI 1.00 X X 0 0 0 BARBARA CURCIO 1.00 X 0 0 0 BOB FORMET 1.00 X 0 0 0 DONNA GILLROY 1.00 X 0 0 0 HANNA MCCOLOUGH 1.00 X 0 0 0 HARVEY HECKES 1.00 X 0 0 0 JOANN WESTBROOK 1.00 X 0 0 0 VICKIJO LETCHWORTH 1.00 X 0 0 0 PETER MISURA 1.00 X 0 0 0 RONALD LUCCHINO PHD 1.00 X 0 0 0 KATHLEEN HOUSEWEART 1.00 X 0 0 0 LEIGH WADE 40.00 X 105129 0 18496 DELORES KADLEC-ROUSSEY 40.00 X 84374 0 16516 189503 0 35012 1 0 0 0 0 14067979 25192 14093171 1086 1086 4207 0 4207 4207 MISCELLANEOUS 900099 13350 13350 13350 14111814 0 0 18643 10630917 10630917 951541 951541 224514 38722 179611 6181 1077036 797422 279614 126688 85314 41374 252582 159999 92583 98704 60614 38090 21381 7012 14369 37125 13525 23600 21600 17169 4431 37918 22801 15117 33290 21401 11889 210836 157956 52880 73838 45031 28807 54093 54093 11676 7849 3827 OTHER 201437 7055 194382 PROPERTY AND EQUIPMENT 40784 31509 9275 MAINTENANCE & REPAIRS 5227 3298 1929 PROVIDERS 1636 1636 14112823 13059135 1047507 6181 1026560 896801 29362 1759269 1235757 413976 196342 252232 217634 8500 8500 3046561 2388054 325574 339020 1856971 1477066 443128 199750 92521 44860 2718194 2060696 X 328367 327358 328367 327358 3046561 2388054 -1009 0 X X 0 1 1 X 1 1 X 13064060 13162825 14198468 13908085 14093171 68426609 13064060 13162825 14198468 13908085 14093171 68426609 68426609 34055 11711 5713 894 1086 53459 14087 14721 62878 18345 13350 123381 68603449 0.99740 0.99540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183676 38192 145484 230300 158150 72150 217634 14111814 14112823 -1009 -1009 14253816 142002 142002 14111814 0 14111814 14254825 142002 142002 14112823 0 14112823 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY IS IN COMPLIANCE WITH THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN AGENCY'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE AGENCY'S FINANCIAL STATEMENTS. 1 ACCU-CARE 2375 N TAMIAMI TRAIL SUITE 300 NAPLES FL 34103 650583500 CORPORATION 242587 IN HOME SERVICES FOR SENIORS ADT COMPANION SERVICES 32100 US HIGHWAY 19 N PALM HARBOR FL 34684 581814102 CORPORATION 33324 EMERGENCY RESPONSE UNITS FOR SENIORS ALL STAT HOME HEALTH 3231 GULF GATE DRIVE SUITE 104 SARASOTA FL 34231 592779462 CORPORATION 298657 IN HOME SERVICES FOR SENIORS ALWAYS THERE HOME CARE SERVICES 317 N COLLIER BOULEVARD 201 MARCO ISLAND FL 34145 650468157 CORPORATION 6330 IN HOME SERVICES FOR SENIORS ALZHEIMER'S ASSOCIATION 9365 US HIGHWAY 19 N SUITE B PINELLAS PARK FL 33782 592378435 501(C)(3) 111139 INFORMATION AND TESTING FOR ALZHEIMER'S AND DEMENTIA RELATED CONDITIONS ASSISTING HANDS - GRANGEFORD 42 BARKLEY CIRCLE SUITE 5 FORT MYERS FL 33907 260477128 CORPORATION 16712 IN HOME SERVICES FOR SENIORS ASSISTING HANDS - NAPLES 10661 AIRPORT PULLING RD N SUITE 15 NAPLES FL 34109 263900401 CORPORATION 6089 IN HOME SERVICES FOR SENIORS CHARLOTTE COUNTY HUMAN SERVICES 512 E GRACE STREET PUNTA GORDA FL 33950 596000541 GOVERNMENT 774093 CASE MANAGEMENT SERVICES FOR SENIORS COLLIER COUNTY HOUSING AND SENIOR SERVICES 3299 TAMIAMI TRAIL E SUITE 700 NAPLES FL 341125749 596000558 GOVERNMENT 1564111 CASE MANAGEMENT SERVICES FOR SENIORS CHILDREN FIRSTINC 1723 N ORANGE AVE SARASOTA FL 34234 590968249 501(C)(3) 6260 GRANDPARENTING CARE GIVER COUNSELING COASTAL CARE NURSING 871 VENETIA BAY BLVD SUITE 230 VENICE FL 34285 421609443 CORPORATION 6426 IN HOME SERVICES FOR SENIORS COMFORT KEEPERS PO BOX 380485 MURDOCK FL 339380485 270049103 CORPORATION 6120 IN HOME SERVICES FOR SENIORS CRITICAL SIGNAL TECHNOLOGIES 22600 HAGGERTY ROAD FARMINGTON HILLS MI 48335 205117627 CORPORATION 6192 IN HOME SERVICES FOR SENIORS DIAL-A-NURSE OF LEE COUNTY 3949 EVANS AVE SUITE 303 FORT MYERS FL 33901 030497648 CORPORATION 76594 IN HOME SERVICES FOR SENIORS FLORIDA RURAL LEGAL SERVICES 3210 CLEVELAND AVENUE SUITE 101 FORT MYERS FL 33901 591225173 501(C)(3) 163170 LEGAL SERVICES FOR SENIORS HEALTH FORCE 5276 SUMMERLIN COMMONS WAY SUITE 702 FORT MYERS FL 33907 650410505 CORPORATION 63203 IN HOME SERVICES FOR SENIORS HOME INSTEAD SENIOR CARE 680 3100 DEL PRADO BOULEVARD SUITE B CAPE CORAL FL 33904 593670661 CORPORATION 73399 IN HOME SERVICES FOR SENIORS HOME INSTEAD SENIOR BIDWELL 10621 AIRPORT PULLING RD SUITE 1 NAPLES FL 34109 260188884 LLC 53728 IN HOME SERVICES FOR SENIORS HOPE OF SOUTHWEST FLORIDA INC 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C)(3) 620355 CASE MANAGEMENT SERVICES FOR SENIORS JEWISH FAMILY & CHILDREN 2688 FRUITVILLE ROAD SARASOTA FL 34237 592693318 501(C)(3) 58180 CAREGIVER SUPPORT AND TRAINING THERAPY LEE MEMORIAL HEALTH SYSTEM 2776 CLEVELAND AVENUE SUITE 807 FORT MYERS FL 33901 590714812 501(C)(3) 63225 CAREGIVER AND FAMILY SUPPORT TRAINING MENTAL HEALTH ASSOCIATION - COLLIER 2335 NINTH STREET N SUITE 404 NAPLES FL 34103 537057026 501(C)(3) 36080 CAREGIVER AND FAMILY SUPPORT TRAINING MULTI-TASK GENIE LLC 8586 POTTER PARK DRIVE SARASOTA FL 34238 800402703 LLC 110346 IN HOME SERVICES FOR SENIORS REDI-CARE 6315 PRESIDENTIAL COURT SUITE D FORT MYERS FL 33919 010756159 LLC 208202 IN HOME SERVICES FOR SENIORS SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 5607387 CASE MANAGEMENT SERVICES FOR SENIORS SUMMIT HOME RESPIRATORY 1467 RAIL HEAD BOULEVARD NAPLES FL 34110 592321210 CORPORATION 68185 MEDICAL SUPPLIES FOR SENIORS THE ALVIN DUBIN CENTER 10051 MCGREGOR BOULEVARD SUITE 101 FORT MYERS FL 33919 650580633 501(C)(3) 58033 CAREGIVER AND FAMILY SUPPORT TRAINING VIP AMERICA 2500 S KANNER HIGHWAY SUITE 1 STUART FL 34994 264591501 LLC 123718 IN HOME SERVICES FOR SENIORS WOODBURY PRODUCTS INC 2400-B TAMIAMI TRAIL PORT CHARLOTTE FL 33952 331203304 CORPORATION 21329 MEDICAL SUPPLIES FOR SENIORS XL-CARE AGENCY INC OF COLLIER 1820 COLONIAL BLVD 2ND FLOOR FORT MYERS FL 33907 593263085 CORPORATION 6859 IN HOME SERVICES FOR SENIORS YOUTHFUL AGING 7220 BENEVA ROAD SARASOTA FL 34238 650889479 CORPORATION 65726 IN HOME SERVICES FOR SENIORS 11 20 HOME ENERGY CRISIS ASSISTANCE PAYMENTS ON BEHALF OF SENIORS OVER 60. 1500 441982 MONTHLY STIPENDS TO CAREGIVERS FOR SENIORS OVER 60. 150 509559 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. ORGANIZATION MISSION STATEMENT FORM 900, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO HELP AGING ADULTS ACHIEVE GREATER INDEPENDENCE THROUGH AWARENESS OF RESOURCES AND ACCESS TO QUALIFIED SERVICE PROVIDERS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS OF THE BOARD, IMMEDIATE PAST PRESIDENT AND A MEMBER AT LARGE. THE COMMITTEE ACTS FOR AND ON BEHALF OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION. ANY DECISIONS MADE BY THE COMMITTEE ON BEHALF OF THE BOARD ARE RATIFIED BY THE BOARD AT THE NEXT GENERAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD MEMBERS ALONG WITH A COPY OF THE FINANCIAL STATEMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C INFORMATION IS DISCLOSED AT THE BEGINNING OF ANY BOARD MEETINGS ABOUT ANY POTENTIAL CONFLICT OF INTEREST THAT A MEMBER OF THE BOARD HAS. A FORM, DISTRIBUTED ANNUALLY, IS USED BY WHICH EACH GOVERNING BOARD MEMBER WILL HAVE TO FILL OUT, EITHER DISCLOSING THE CONFLICT OF INTEREST, OR STATING BY THEIR SIGNATURE THAT THEY HAVE NO CONFLICT OF INTEREST AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 THE POLICY FOR COMPENSATION DETERMINATION 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, PART VI, SECTION C, LINE 19 THERE IS A STATEMENT ON THE AGENCY'S WEBSITE THAT STATES THAT UPON WRITTEN REQUEST, THESE ITEMS WILL BE MADE AVAILABLE. THE FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON A THIRD PARTY WEBSITE SERVICE. FORM 990, PART XII, LINE 2C: THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.