2011-08-12T08:16:44-05:00 2010-12-31 LARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2010-01-01 591854441 AREA AGENCY ON AGING FOR SW FLORIDA INC AREA 2393324233 15201 N CLEVELAND AVE SUITE 1100 NORTH FORT MYERS FL 33903 ANTOINETTE RUGGIERI 2393324233 2011-08-11 1 MARTIN REDOVAN CPA 2392269900 2011-08-11 2010 2016-02-24 21:20:13Z LEIGH SCHIELD 15201 N CLEVELAND AVENUE SUITE 1100 NORT FORT MYERS FL 33903 13927324 0 X WWW.AAASWFL.ORG X 1979 FL TO HELP AGING ADULTS ACHIEVE GREATER INDEPENDENCE THROUGH AWARENESS OF RESOURCES AND ACCESS TO QUALIFIED SERVICE PROVIDERS. 14 14 45 61 0 0 14198468 13908085 0 0 5713 894 62878 18345 14267059 13927324 11661667 11429550 0 0 1791076 1912792 0 0 0 811590 669268 14264333 14011610 2726 -84286 2636011 3046561 2223358 2718194 412653 328367 X TO HELP AGING ADULTS ACHIEVE GREATER INDEPENDENCE THROUGH AWARENESS OF RESOURCES AND ACCESS TO QUALIFIED SERVICE PROVIDERS. 0 0 6725158 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. 4742282 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 506267 HOME ENERGY ASSISTANCE - TO ASSIST ELIGIBLE HOUSEHOLDS TO MEET THE COSTS OF HOME ENERGY 956084 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. 956084 12929791 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 45 1 0 0 0 0 0 0 0 0 0 0 1 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 X JOANN WESTBROOK X 0 0 0 PETER MISURA X 0 0 0 BOB FORMET X 0 0 0 DONNA GILLROY X 0 0 0 HARVEY HECKES X 0 0 0 HANNA MCCOLOUGH X 0 0 0 KATHLEEN HOUSEWEART X 0 0 0 RONALD LUCCHINO PHD X 0 0 0 VICKIJO LETCHWORTH X 0 0 0 BARBARA CURCIO X 0 0 0 LEIGH ANNA NOWAK X 0 0 0 JANE WHITE X 0 0 0 ANTOINETTE RUGGIERI X 0 0 0 TAMMY DECARO X 0 0 0 LEIGH WADE SCHIELD 40.00 X 107591 0 16644 107591 0 16644 1 0 0 0 0 13908085 13908085 894 894 MISCELLANEOUS 900099 18345 18345 18345 13927324 0 0 19239 11429550 11429550 1416015 799025 616990 398498 247652 150846 98279 57053 41226 34925 27332 7593 711 550 161 29940 19655 10285 103659 87961 15698 69698 48866 20832 225275 130119 95156 67450 43513 23937 54935 54935 10515 7656 2859 MISCELLANEOUS 62494 27066 35428 MAINTENANCE & REPAIRS 9666 3793 5873 14011610 12929791 1081819 0 877736 1026560 1472036 1759269 394481 142249 277739 252232 8500 8500 2636011 3046561 317755 325574 1331952 1856971 414330 443128 159321 92521 2223358 2718194 X 412653 328367 412653 328367 2636011 3046561 -84286 0 X 0 1 0 X 1 1 X 12746336 13064060 13162825 14198468 13908085 67079774 12746336 13064060 13162825 14198468 13908085 67079774 67079774 38430 34055 11711 5713 894 90803 109570 14087 14721 62878 18345 219601 67390178 0.99540 0.99120 X 179721 20765 158956 214760 121484 93276 252232 13927324 14011610 -84286 0 -84286 13927324 0 13927324 0 13927324 14011610 0 14011610 0 14011610 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 1 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 501(C)(3) 50000 INFORMATION AND TESTING FOR ALZHEIMER'S AND DEMENTIA RELATED CONDITIONS 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 702 FORT MYERS FL 33907 650410505 104627 IN HOME SERVICES FOR SENIORS 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 501(C)(3) 184513 LEGAL SERVICES FOR SENIORS 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 501(C)(3) 588701 CASE MANAGEMENT SERVICES FOR SENIORS IN GLADES AND HENDRY COUNTY JEWISH FAMILY & CHILDREN 2688 FRUITVILLE ROAD SARASOTA FL 34237 592693318 501(C)(3) 59326 CAREGIVER SUPPORT AND TRAINING THERAPY LEE MEMORIAL HEALTH SYSTEM 2776 CLEVELAND AVENUE SUITE 807 FORT MYERS FL 33901 590714812 501(C)(3) 121951 CAREGIVER AND FAMILY SUPPORT TRAINING MENTAL HEALTH ASSOCIATION - COLLIER 2335 NINTH STREET N SUITE 404 NAPLES FL 34103 537057026 501(C)(3) 22965 CAREGIVER AND FAMILY SUPPORT TRAINING 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 501(C)(3) 19924 CAREGIVER SUPPORT, TRAINING SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 6006299 CASE MANAGEMENT SERVICES FOR SENIORS 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 501(C)(3) 61045 CAREGIVER AND FAMILY SUPPORT TRAINING 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 9 22 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. 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. 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. 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 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.