2026-03-13T14:42:08+00:00 2025-06-30 580692043 Mauldin & Jenkins LLC 1401 Manatee Avenue West Suite 1200 Bradenton FL 34205 990 2024-07-01 591539957 Senior Resource Association Inc SENI 7725690760 694 14th Street Vero Beach FL 32960 Karen Deigl CEO 7725690760 2026-03-13 true true Brian Carter P00536712 9417474483 2026-03-12 2024 2025-03-06 01:10:19Z Karen Deigl 694 14th Street Vero Beach FL 32960 18869279 false X WWW.SENIORRESOURCEASSOCIATION.ORG X 1974 FL The Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all. 14 14 164 323 0 14563583 17882205 367111 404536 30645 50516 327520 330770 15288859 18668027 1908318 2609462 0 6487775 7198233 0 539527 7546504 7962946 15942597 17770641 -653738 897386 7413094 8817077 993393 1490596 6419701 7326481 X The Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all. false false 10165958 1965 Transportation: Community Coach: Door-to-door wheelchair-capable pick-up and drop-off service to eligible customers throughout Indian River County. Community Coach: 48,257 one-way trips. GoLine: Public transportation service on 14 fixed routes in the county for riders 12 years or older; riders under 12 must be accompanied by an adult. GoLine: 1,508,997 one-way trips. 2050699 1624691 17130 Senior Support Services: Case managers coordinate with seniors (and their caregivers) to identify and arrange for the services needed to support the individual in their home. In-home support includes: companionship, homemaking, personal care, emergency arlert response system, and respite. 463 older adults received in-home services. 90% of case-managed clients were deferred from facility placement. 2,129 individuals received information and referral services related to Meals on Wheels and case management placement. 159 households were assisted through the emergency home energy assistance for the elderly program. 1772993 984771 82860 Meals on Wheels: Volunteers deliver hot, nutritious meals and a daily wellness check to homebound seniors. 681 unduplicated homebound seniors received meals on wheels. 135,617 home-delivered meals served. Social Congregate Meals: Gives mobile seniors and opportunity to socialize with others while enjoying a hot nutritious meal at five locations throughout Indian River County. 179 unduplicated mobile seniors received congregate meals. 17,287 congregate meals served. 821166 302581 Adult Day Care: Provides coordinated health, social, and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments. 102 unduplicated clients served; 82.35% deferred from nursing home placement. 312080 Guardian Program: 39 wards total were served, 38 public and 1 professional. 1133246 302581 15122896 true true false false false false false false false true true false false false true true false true false false false false false false true false false false true true false false false false false false false false false false false false false false true true false false false false true 51 0 true 164 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true true true false false FL X X Gabriel Pedrero 7725690760 694 14th Street Vero Beach FL 32960 Charlie Gisler Treasurer 2.0 X X 0 0 0 Dawn Michael Secretary 2.0 X X 0 0 0 James G Vitter III Vitter Chairman 2.0 X X 0 0 0 Lisa Thompson Barnes Vice-Chairman 2.0 X X 0 0 0 Brian Langworthy Director 1.0 X 0 0 0 Don Wright Past Chairman 2.0 X 0 0 0 Ginger Atwood Director 1.0 X 0 0 0 James B Gregg Director 1.0 X 0 0 0 Jan Williams Director 1.0 X 0 0 0 Linda Walton Director 1.0 X 0 0 0 Nora Berry Director 1.0 X 0 0 0 Robin Raiff Director 1.0 X 0 0 0 Susan Oglesby Director 1.0 X 0 0 0 Trudie Rainone Director 1.0 X 0 0 0 Gabriel Pedrero CFO 40.0 X 174746 0 25150 Karen Deigl CEO/President 40.0 X 272518 0 20687 Christopher Stephenson Director of Transit 40.0 X 137136 0 9627 Lizbeth Bruner VP of Philanthropy 40.0 X 105424 0 10129 689824 0 65593 4 false true false AATC INC DBA WHEEL GET YOU THERE 6961 HERITAGE DR PORT SAINT LUCIE FL 34952 Contracted transportation 1539962 Metz Culinary Management Two Woodland Dr Dallas PA 18612 Client Services 945521 ULTIMATE COMFORT TRANSPORTATION LLC 6317 SPRING LAKE TER FORT PIERCE FL 34951 CONTRACTED TRANSPORTATION 840408 SENIOR HELPERS OF THE TREASURE COAST 10 SE CENTRAL PARKWAY SUITE 11 STUART FL 34994 CLIENT SERVICES 488751 COUNCIL ON AGING OF ST LUCIE INC 2501 SW BAYSHORE BLVD PORT SAINT LUCIE FL 34984 CONTRACTED TRANSPORTATION 301164 18 129245 16569406 1183554 17882205 TRANSPORTATION AND SUPPORT SERVIC 900099 404536 404536 0 0 0 0 404536 35960 35960 0 0 14556 14556 0 14556 14556 500188 129245 201252 298936 298936 MISCELLANEOUS 900099 31834 31834 0 0 0 0 31834 18668027 404536 0 381286 X 2609462 2609462 505737 244191 141100 120446 5375072 4038963 1184336 151773 157451 111989 42833 2629 680396 517928 151035 11433 479577 359157 98673 21747 58285 25248 21022 12015 55633 24099 20065 11469 3730734 3565548 105109 60077 56499 45538 6940 4021 279730 174444 44861 60425 1576465 1363235 159370 53860 594219 581052 12887 280 964085 963747 338 357210 287605 65182 4423 Training and new hire expenses 193429 129433 50589 13407 Community Outreach 36289 25665 10624 Miscellaneous 31491 31177 314 Dues and Subscriptions 28877 24415 3902 560 0 0 0 0 17770641 15122896 2108218 539527 677018 450638 859086 1155145 1712663 1448585 30087 27624 0 0 0 0 271534 293435 14093190 9032658 3656098 5060532 117028 130433 0 89580 250685 7413094 8817077 949945 1313555 0 0 43448 177041 993393 1490596 X 3241658 3033922 3178043 4292559 6419701 7326481 7413094 8817077 897386 9394 0 X false true true true true X 10473726 10499768 12399044 14563583 17882205 65818326 0 0 10473726 10499768 12399044 14563583 17882205 65818326 0 65818326 5279 2228 8118 29334 35960 80919 0 0 0 0 5029 31834 36863 65936108 2549611 0.99821 0.99896 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 5029.0, COLUMN E - 31834.0, COLUMN F - 36863.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117409 13024 130433 47252 60000 10157 117409 43252 4452 452 47252 0 50000 -6406 342 43252 0 0 0.0 0.8433 0.1567 true false 217101 217101 3750018 1904922 1845096 3007214 642925 2364289 7118857 6484811 634046 5060532 Federal Income Taxes LEASE LIABILITIES 177041 177041 X 18878673 9394 201252 210646 18668027 0 0 18668027 18002623 231982 231982 17770641 0 0 17770641 Schedule D, Part V, Line 4 Intended uses of endowment funds The Endowment investment objective of the Association is to provide for the Association's long-term principal value of the investments and to support Association programming as budgeted and directed by the Board of Directors on an annual basis. The investment goals for the funds of the Endowment are: meet the payout requirements of the endowment, provide sufficient liquidity to meet distribution requirements, and earn a reasonable return on investment. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization qualifies as a charitable organization as defined by Internal Revenue Code Section 501(c)(3) and, accordingly is exempt from federal income taxes under Internal Revenue Code Section 501(a). It is the Organization's policy to account for any uncertainties in income tax law in accordance with FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. ASC 740-10 clarifies the accounting for uncertain income tax positions and requires that the Organization recognize the impact of such a tax position in its financial statements if, upon ultimate settlement, that position is more-likely-than not to be sustained. Management has evaluated the Organization's tax positions and concluded that the Organization has maintained its tax-exempt status and has taken no uncertain tax positions that require adjustment to the financial statements. As a result, no provision or liability for income taxes has been included in the financial statements. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Special event expenses - 201252 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SRA Foundation EIN: 33-4771891 - 30730 Special event expenses - 201252 Golf Tournament 469999 129245 340754 22359 42300 25846 11358 18592 Box Lunch Bingo 159434 159434 47516 3475 6382 4440 18984 0 629433 129245 500188 69875 45775 32228 15798 37576 201252 298936 true In-Home Care Assistance 463 1624691 Free or Low Cost In-Home or Congregate Meals 860 984771 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Senior Resource Association (SRA) annually monitors sub-contractors that provide services and meals for clients. The contract requirements between SRA and the Area Agency of Aging Palm Beach / Treasure Coast (AAA) provides the guidance for the vendor monitoring. AAA does quarterly and annual monitoring of SRA and the Department of Elder Affairs monitors the AAA. The monitorings include verification of services provided as well as expenditures compared to budgets. SRA utilizes Servtracker and the Florida Client Information and Registration Tracking System (CIRTS) databases for client, programs and service information. Federal and state mandates dictate the CIRTS data entry requirements. SRA staff conduct daily checks on documentation for services provided that include clients, caregivers, volunteers or staff signatures. Staff conduct monthly data integrity checks on units and annual client assessments. X X false false false false false false false false false Karen Deigl CEO/President 219333 0 53185 0 0 0 8920 0 11767 0 293205 0 0 0 Gabriel Pedrero CFO 164546 0 10200 0 0 0 6590 0 18560 0 199896 0 0 0 Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 821,166 including grants of $)(Revenue $ 302,581) Adult Day Care: Provides coordinated health, social, and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments. 102 unduplicated clients served; 82.35% deferred from nursing home placement. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 312,080 including grants of $) Guardian Program: 39 wards total were served, 38 public and 1 professional. Form 990, Part VI, Line 11b Review of form 990 by governing body The CEO/President, Board Treasurer, and CFO review the 990. The Form 990 is then made available to all board members. Form 990, Part VI, Line 12c Conflict of interest policy It is policy that board members and employees update the chief personnel officer if there are changes. Form 990, Part VI, Line 15a Process to establish compensation of top management official Following the by-laws, a personnel committee is responsible for the annual review of the President/CEO. The committee consists of the Chairman of the Board and a minimum of two additional board members. A performance evaluation is completed by the committee, mutually agreed upon, and presented and discussed with the president/CEO. Mutually agreed upon goals are set for the coming year. If an increase in pay is granted, the committee considers data such as cost of living, average merit, and alignment with the rest of the organization. All employees, including key employees, do a written self-evaluation which is given to their immediate supervisors. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed upon goals are set for the coming year. Form 990, Part VI, Line 15b Process to establish compensation of other employees All employees, including key employees, do a written self-evaluation which is given to their immediate supervisors. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed upon goals are set for the coming year. Form 990, Part VI, Line 19 Required documents available to the public The Association falls under the Sunshine Law and has an open records policy. This statute allows public access to meetings and records. Tax returns are available on Candid. Form 990, Part IX, Line 11g Other Fees LEASED EMPLOYEES: - Total Expense: 3439311, Program Service Expense: 3439311, Management and General Expenses: , Fundraising Expenses: ; OTHER CONTRACT SERVICES: - Total Expense: 291423, Program Service Expense: 126237, Management and General Expenses: 105109, Fundraising Expenses: 60077; Form 990, Part XII, Line 2c The audit committee that has direct oversight of the audit process, with ultimate oversight by the board of directors. Martin County Transit LLC 694 14th St Vero Beach FL 32960 301424299 Operating public transit FL 0 29053 Senior Resource Association Inc Senior Resource Association Foundation 694 14th St Vero Beach FL 32960 334771891 To support and advance the programs of the Senior Resource Association FL 501(c)(3) 7 NA false false false false false false false false false false false false false false true true false false false false