AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC (EIN 59-1854441)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201102249349301265
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-08-12T08:16:44-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 INTERNATIONAL CENTER BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591854441 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AREA AGENCY ON AGING FOR SW FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AREA | NameControl |
| Phone | 2393324233 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 N CLEVELAND AVE SUITE 1100 | AddressLine1 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTOINETTE RUGGIERI | Name |
| Title | TREASURER | Title |
| Phone | 2393324233 | Phone |
| Date Signed | 2011-08-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN REDOVAN CPA | Name |
| Phone | 2392269900 | Phone |
| Date Prepared | 2011-08-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LEIGH SCHIELD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 N CLEVELAND AVENUE SUITE 1100 | AddressLine1 |
| City | NORT FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13927324 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAASWFL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO HELP AGING ADULTS ACHIEVE GREATER INDEPENDENCE THROUGH AWARENESS OF RESOURCES AND ACCESS TO QUALIFIED SERVICE PROVIDERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 61 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14198468 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13908085 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5713 | InvestmentIncomePriorYear |
| Investment Income Current Year | 894 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 62878 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18345 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14267059 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13927324 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11661667 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11429550 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1791076 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1912792 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 811590 | OtherExpensePriorYear |
| Other Expenses Current Year | 669268 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14264333 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14011610 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2726 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -84286 | RevenuesLessExpensesCY |
| Total Assets BOY | 2636011 | TotalAssetsBOY |
| Total Assets EOY | 3046561 | TotalAssetsEOY |
| Total Liabilities BOY | 2223358 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2718194 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 412653 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 328367 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO HELP AGING ADULTS ACHIEVE GREATER INDEPENDENCE THROUGH AWARENESS OF RESOURCES AND ACCESS TO QUALIFIED SERVICE PROVIDERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6725158 | Expense |
| Description | 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 PROGRAMS UNDER THE AMERICAN RECOVERY & REINVESTMENT ACT UNDER TITLE C1 AND C2 NUTRITION SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4742282 | Expense |
| Description | GENERAL REVENUE - CCE, HCE, ADI - 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 | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 506267 | Expense |
| Description | HOME ENERGY ASSISTANCE - TO ASSIST ELIGIBLE HOUSEHOLDS TO MEET THE COSTS OF HOME ENERGY | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 956084 | Expense |
| Description | OTHER PROGRAMS INCLUDING NUTRITION SERVICES INCENTIVE PROGRAM, MEDICAID WAIVER PROGRAM, SHINE PROGRAM, RESPITE RELIEF, AGING AND DISABILITY RESOURCE CENTER, MEDICARE BENEFICIARY OUTREACH AND ASSISTANCE, AND MEDICAID AGING RESOURCE CENTER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 956084 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 12929791 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEIGH SCHIELD EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2396526900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 N CLEVELAND AVENUE SUITE 1100 | AddressLine1 |
| City | NORTH FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOANN WESTBROOK | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| PETER MISURA | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| BOB FORMET | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DONNA GILLROY | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| HARVEY HECKES | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| HANNA MCCOLOUGH | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| KATHLEEN HOUSEWEART | |||||||
| DIRECTOR STATE ADVISORY CO | X | 0 | 0 | 0 | |||
| RONALD LUCCHINO PHD | |||||||
| MEMBER AT LARGE | X | 0 | 0 | 0 | |||
| VICKIJO LETCHWORTH | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| BARBARA CURCIO | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| LEIGH ANNA NOWAK | |||||||
| PRESIDENT | 0 | 0 | 0 | X | |||
| JANE WHITE | |||||||
| SECRETARY | 0 | 0 | 0 | X | |||
| ANTOINETTE RUGGIERI | |||||||
| TREASURER | 0 | 0 | 0 | X | |||
| TAMMY DECARO | |||||||
| VICE PRESIDENT | 0 | 0 | 0 | X | |||
| LEIGH WADE SCHIELD | |||||||
| EXEC DIRECTOR | 107591 | 0 | 16644 | 40.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 107591 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16644 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 13908085 | GovernmentGrants |
| Total Contributions | 13908085 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 894 | TotalRevenueColumn |
| Exclusion | $894 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18345 | TotalRevenueColumn |
| Exclusion | $18,345 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18345 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13927324 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $19,239 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11429550 | Total |
| Program Services | 11429550 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1416015 | Total |
| Program Services | 799025 | ProgramServices |
| Management And General | 616990 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398498 | Total |
| Program Services | 247652 | ProgramServices |
| Management And General | 150846 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98279 | Total |
| Program Services | 57053 | ProgramServices |
| Management And General | 41226 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34925 | Total |
| Program Services | 27332 | ProgramServices |
| Management And General | 7593 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711 | Total |
| Program Services | 550 | ProgramServices |
| Management And General | 161 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29940 | Total |
| Program Services | 19655 | ProgramServices |
| Management And General | 10285 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103659 | Total |
| Program Services | 87961 | ProgramServices |
| Management And General | 15698 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69698 | Total |
| Program Services | 48866 | ProgramServices |
| Management And General | 20832 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225275 | Total |
| Program Services | 130119 | ProgramServices |
| Management And General | 95156 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67450 | Total |
| Program Services | 43513 | ProgramServices |
| Management And General | 23937 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54935 | Total |
| Management And General | 54935 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10515 | Total |
| Program Services | 7656 | ProgramServices |
| Management And General | 2859 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MISCELLANEOUS | 62494 | 27066 | 35428 |
| MAINTENANCE & REPAIRS | 9666 | 3793 | 5873 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14011610 | Total |
| Program Services | 12929791 | ProgramServices |
| Management And General | 1081819 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 877736 | BOY |
| EOY | 1026560 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1472036 | BOY |
| EOY | 1759269 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 394481 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 142249 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277739 | BOY |
| EOY | 252232 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8500 | BOY |
| EOY | 8500 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2636011 | BOY |
| EOY | 3046561 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317755 | BOY |
| EOY | 325574 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1331952 | BOY |
| EOY | 1856971 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414330 | BOY |
| EOY | 443128 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159321 | BOY |
| EOY | 92521 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2223358 | BOY |
| EOY | 2718194 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412653 | BOY |
| EOY | 328367 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412653 | BOY |
| EOY | 328367 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2636011 | BOY |
| EOY | 3046561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -84286 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12746336 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13064060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13162825 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14198468 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13908085 | CurrentTaxYear |
| Total | 67079774 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12746336 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13064060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13162825 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14198468 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13908085 | CurrentTaxYear |
| Total | 67079774 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 67079774 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5713 | CurrentTaxYearMinus1Year |
| Current Tax Year | 894 | CurrentTaxYear |
| Total | 90803 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109570 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14721 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18345 | CurrentTaxYear |
| Total | 219601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 67390178 | TotalSupport |
| Public Support Pertcentage170 | 0.99540 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 179721 | InvestmentCostOrOtherBasis |
| Depreciation | 20765 | Depreciation |
| Book Value | 158956 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 214760 | InvestmentCostOrOtherBasis |
| Depreciation | 121484 | Depreciation |
| Book Value | 93276 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 252232 | TotalOfBookValueLandBuildings |
| Total Revenue | 13927324 | TotalRevenue |
| Total Expenses | 14011610 | TotalExpenses |
| Excess Or Deficit For Year | -84286 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -84286 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13927324 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 13927324 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13927324 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14011610 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14011610 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14011610 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE AGENCY ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009. AS A RESULT OF THE IMPLEMENTATION, THE AGENCY DID NOT HAVE TO RECOGNIZE A LIABILITY FOR ANY UNRECOGNIZED TAX POSITIONS. THE AGENCY HAS NEVER BEEN EXAMINED BY THE INTERNAL REVENUE SERVICE BUT THE AGENCY'S TAX RETURNS FOR 2008, 2009 AND 2010 ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACCU-CARE | ||||||||
| 2375 N TAMIAMI TRAIL SUITE 300 | NAPLES | FL | 34103 | 650583500 | 256064 | IN HOME SERVICES FOR SENIORS | ||
| ALTERNATIVE HOMEMAKING WITH A HEART | ||||||||
| 830 PINEBROOK ROAD | VENICE | FL | 34285 | 010566650 | 112497 | IN HOME SERVICES FOR SENIORS | ||
| ADT COMPANION SERVICES | ||||||||
| 32100 US HIGHWAY 19 N | PALM HARBOR | FL | 34684 | 581814102 | 27248 | EMERGENCY RESPONSE UNITS FOR SENIORS | ||
| ALZHEIMER'S ASSOCIATION | ||||||||
| 9365 US HIGHWAY 19 N SUITE B | PINELLAS PARK | FL | 33782 | 592378435 | 50000 | INFORMATION AND TESTING FOR ALZHEIMER'S AND DEMENTIA RELATED CONDITIONS | 501(C)(3) | |
| APPROVED HOME HEALTH | ||||||||
| 4148 20TH STREET W | BRADENTON | FL | 34205 | 200623674 | 57304 | IN HOME SERVICES FOR SENIORS | ||
| CHARLOTTE COUNTY HUMAN SERVICES | ||||||||
| 512 E GRACE STREET | PUNTA GORDA | FL | 33950 | 596000541 | 615686 | CASE MANAGEMENT SERVICES FOR SENIORS | ||
| COLLIER COUNTY HOUSING AND SENIOR SERVICES | ||||||||
| 3050 N HORSESHOE DRIVE SUITE 110 | NAPLES | FL | 34104 | 596000558 | 1475834 | CASE MANAGEMENT SERVICES FOR SENIORS | ||
| CSI CATALANOS NURSING REGISTRY | ||||||||
| 5240 BANK STREET SUITE 11 | FORT MYERS | FL | 33907 | 591303456 | 23648 | IN HOME SERVICES FOR SENIORS | ||
| FLORIDA KINSHIP CENTERS | ||||||||
| 4202 E FOWLER AVENUE ADM 147 | TAMPA | FL | 33620 | 593102112 | 52808 | GRANDPARENTING CARE GIVER COUNSELING | ||
| GUARDIAN MEDICAL | ||||||||
| 18000 W EIGHT MILE ROAD | SOUTHFIELD | MI | 48075 | 383432082 | 7090 | EMERGENCY RESPONSE SERVICES FOR SENIORS | ||
| HEALTH FORCE | ||||||||
| 5276 SUMMERLIN COMMONS WAY SUTIE | FORT MYERS | FL | 33907 | 650410505 | 104627 | IN HOME SERVICES FOR SENIORS | 702 | |
| ALL STAT HOME HEALTH | ||||||||
| 3231 GULF GATE DRIVE SUITE 104 | SARASOTA | FL | 34231 | 592779462 | 292987 | IN HOME SERVICES FOR SENIORS | ||
| CHOICES IN LIVING | ||||||||
| 3812 SKYLINE BOULEVARD | CAPE CORAL | FL | 33914 | 263246229 | 7178 | ADULT DAY CARE SERVICES | ||
| FLORIDA RURAL LEGAL SERVICES | ||||||||
| 3210 CLEVELAND AVENUE SUITE 101 | FORT MYERS | FL | 33901 | 591225173 | 184513 | LEGAL SERVICES FOR SENIORS | 501(C)(3) | |
| HOME INSTEAD SENIOR CARE 680 | ||||||||
| 3100 DEL PRADO BOULEVARD SUITE B | CAPE CORAL | FL | 33904 | 593670661 | 39332 | IN HOME SERVICES FOR SENIORS | ||
| HOPE OF SOUTHWEST FLORIDA | ||||||||
| 2668 WINKLER AVENUE | FORT MYERS | FL | 33901 | 592128697 | 588701 | CASE MANAGEMENT SERVICES FOR SENIORS IN GLADES AND HENDRY COUNTY | 501(C)(3) | |
| JEWISH FAMILY & CHILDREN | ||||||||
| 2688 FRUITVILLE ROAD | SARASOTA | FL | 34237 | 592693318 | 59326 | CAREGIVER SUPPORT AND TRAINING THERAPY | 501(C)(3) | |
| LEE MEMORIAL HEALTH SYSTEM | ||||||||
| 2776 CLEVELAND AVENUE SUITE 807 | FORT MYERS | FL | 33901 | 590714812 | 121951 | CAREGIVER AND FAMILY SUPPORT TRAINING | 501(C)(3) | |
| MENTAL HEALTH ASSOCIATION - COLLIER | ||||||||
| 2335 NINTH STREET N SUITE 404 | NAPLES | FL | 34103 | 537057026 | 22965 | CAREGIVER AND FAMILY SUPPORT TRAINING | 501(C)(3) | |
| NO PLACE LIKE HOME | ||||||||
| 3323 N KEY DRIVE 8 | NORTH FORT MYERS | FL | 33903 | 223927474 | 47178 | IN HOME SERVICES FOR SENIORS | ||
| REDI-CARE | ||||||||
| 6315 PRESIDENTIAL COURT SUITE D | FORT MYERS | FL | 33919 | 010756159 | 248659 | IN HOME SERVICES FOR SENIORS | ||
| JEWISH FAMILY - NAPLES | ||||||||
| 2500 VANDERBILT ROAD SUITE 2201 | NAPLES | FL | 34109 | 592151725 | 19924 | CAREGIVER SUPPORT, TRAINING | 501(C)(3) | |
| SENIOR FRIENDSHIP CENTERS INC | ||||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | 6006299 | CASE MANAGEMENT SERVICES FOR SENIORS | 501(C)(3) | |
| EHEAP CRISIS PAYMENT | ||||||||
| 397391 | EMERGENCY UTILITY PAYMENTS AS NEEDED FOR SENIORS | |||||||
| SUNRISE COMMUNITY INC | ||||||||
| 9040 SUNSET DRIVE | MIAMI | FL | 33173 | 650118730 | 7380 | ADULT DAY CARE | ||
| SUMMIT HOME RESPIRATORY | ||||||||
| 1467 RAIL HEAD BOULEVARD | NAPLES | FL | 34110 | 592321210 | 62355 | MEDICAL SUPPLIES FOR SENIORS | ||
| THE ALVIN DUBIN CENTER | ||||||||
| 10051 MCGREGOR BOULEVARD SUITE 101 | FORT MYERS | FL | 33919 | 650580633 | 61045 | CAREGIVER AND FAMILY SUPPORT TRAINING | 501(C)(3) | |
| YOUTHFUL AGING | ||||||||
| 7220 BENEVA ROAD | SARASOTA | FL | 34238 | 650889479 | 39853 | IN HOME SERVICES FOR SENIORS | ||
| VIP AMERICA | ||||||||
| 2500 S KANNER HIGHWAY SUITE 1 | STUART | FL | 34994 | 264591501 | 30483 | IN HOME SERVICES FOR SENIORS | ||
| WOODBURY PRODUCTS INC | ||||||||
| 2400-B TAMIAMI TRAIL | PORT CHARLOTTE | FL | 33952 | 331203304 | 14739 | MEDICAL SUPPLIES PROVIDER FOR SENIORS | ||
| PRECIOUS ANGELA HOME CARE SERVICE | ||||||||
| 5959 NW PETE COKERS LANDING | ARCADIA | FL | 34266 | 261428309 | 5150 | IN HOME SERVICES FOR SENIORS | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 22 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD MEMBERS ALONG WITH A COPY OF THE FINANCIAL STATEMENTS. | |
| INFORMATION IS DISCLOSED AT THE BEGINNING OF ANY BOARD MEETINGS ABOUT ANY POTENTIAL CONFLICT OF INTEREST THAT A MEMBER OF THE BOARD HAS. IN THE FUTURE, A FORM WILL BE 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 12C | |
| 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 B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 |
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