AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC

Cite this

Plain text AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/area-agency-on-aging-for-southwest-florida-inc-591854441. Retrieved 2026-10-26.

APA furp.org. (n.d.). AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 26, 2026, from https://furp.org/org/area-agency-on-aging-for-southwest-florida-inc-591854441

MLA “AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC.” furp.org, tax years 2010–2024, https://furp.org/org/area-agency-on-aging-for-southwest-florida-inc-591854441. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $32.0M · expenses $32.2M · assets $13.2M

EIN
59-1854441
Address
2830 WINKLER AVE STE 112, FORT MYERS, FL 33916-9301
Website
WWW.AAASWFL.ORG
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 1981 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Marciela Morado EXECUTIVE DI2022-2024 $150,693$331,310 1
Richard Cocchieri CFO2022-2024 $0$181,272 1
Marianne Lorini (former) EXECUTIVE DI2013-2020 $178,929$1,349,619 3
Delores Kadlec-Roussey (former) CFO2011-2014 $0$295,316 1
Leigh Wade (former) EXECUTIVE DIRECTOR (THROUGH 3/22/13)2011-2012 $125,607$249,232 1
Norma Adorno (former) EXEC DIR TH2021-2022 $69,855$195,698 2
Leigh Wade Schield (former) EXEC DIRECTOR2010 $124,235$124,235 1
Gail Holton (former) PROGRAM MANA2016 $120,965$120,965 1
Angela Fisher (former) COO2013 $90,361$90,361 1

Officers and directors, no compensation reported

52 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Garrett Anderson TREASURER2021-2024 1 $0 reported 1
Susan Berger DIRECTOR2021-2024 1 $0 reported 1
Wendy Boaz-Hayes CHAIR2012-2024 1 $0 reported 1
Dave Boerkoel TREASURER2015-2024 1 $0 reported 1
Dr Lesley Clack CHAIR2022-2024 1 $0 reported 1
Jaha Cummings DIRECTOR2023-2024 1 $0 reported 1
Dan Katz VICE CHAIR2021-2024 1 $0 reported 1
Pam Keller SECRETARY2016-2024 1 $0 reported 1
Dr Denise Mcnulty DIRECTOR2023-2024 1 $0 reported 1
Beth Prather VICE CHAIR2015-2024 1 $0 reported 1
Victoria Staryk DIRECTOR2023-2024 1 $0 reported 1
Christina Stewart DIRECTOR2022-2024 1 $0 reported 1
Meriam Jackie Walker DIRECTOR2021-2024 1 $0 reported 1
Mary Bartoshuk AC CHAIR2024 1 $0 reported 1
Derek Rooney Pa (former) DIRECTOR2022-2023 5 $0 reported 1
Dr Thomas Felke (former) DIRECTOR2013-2022 1 $0 reported 1
Cie Mora (former) DIRECTOR2016-2022 7 $0 reported 1
Maricela Morado (former) CEO2021 40 $0 reported 2
Brenda Gellinger (former) DIRECTOR2016-2021 4 $0 reported 1
Carol Grant (former) DIRECTOR2018-2021 1 $0 reported 1
Ryan Hans (former) DIRECTOR2017-2021 7 $0 reported 1
Monica Powell (former) SECRETARY2021 40 $0 reported 1
Kathleen Rice (former) VICE CHAIR2016-2021 5 $0 reported 1
Linda Howard (former) DIRECTOR-THR2016-2019 0 $0 reported 1
Susan Cassidy Md Jd (former) DIRECTOR2016-2018 0 $0 reported 1
Sonya Davis (former) DIRECTOR2016-2018 0 $0 reported 1
Heather Baker (former) DIRECTOR2015-2017 0 $0 reported 1
Ronald Lucchino Phd (former) EX CHAIR2010-2016 1 $0 reported 1
Doug Ross (former) VICE CHAIR2013-2016 1 $0 reported 1
Steve Whitworth (former) TREASURER2013-2016 0 $0 reported 1
Thomas Schmidt (former) DIRECTOR2015-2016 0 $0 reported 1
Chris Nesheim (former) DIRECTOR2015-2016 0 $0 reported 1
Hanna Mccolough (former) TREASURER2010-2014 4 $0 reported 1
Leigh Anna Nowak (former) PAST PRESIDE2010-2014 4 $0 reported 1
Arthur Lerman (former) SECRETARY2012-2014 4 $0 reported 1
Kathleen Houseweart (former) TREASURER2010-2014 4 $0 reported 1
Nelson Guzman (former) DIRECTOR2013-2014 4 $0 reported 1
Jackie Tucker (former) DIRECTOR2013 1 $0 reported 1
Joann Westbrook (former) MEMBER AT-LARGE2010-2012 1 $0 reported 1
Donna J Gillroy (former) DIRECTOR2010-2012 1 $0 reported 1
Deborah Graley Devnew (former) DIRECTOR2012 1 $0 reported 1
Valerie Gilchrist (former) DIRECTOR2012 1 $0 reported 1
Albert Batista (former) DIRECTOR2012 1 $0 reported 1
Lois Marshall (former) DIRECTOR2012 1 $0 reported 1
Tammy Decaro (former) VICE PRESIDENT2010-2011 1 $0 reported 1
Jane White (former) SECRETARY2010-2011 1 $0 reported 1
Antoinette Ruggieri (former) TREASURER2010-2011 1 $0 reported 1
Barbara Curcio (former) DIRECTOR2010-2011 1 $0 reported 1
Bob Formet (former) DIRECTOR2010-2011 1 $0 reported 1
Harvey Heckes (former) DIRECTOR2010-2011 1 $0 reported 1
Vickijo Letchworth (former) DIRECTOR2010-2011 1 $0 reported 1
Peter Misura (former) DIRECTOR2010-2011 1 $0 reported 1

People by year

2024 · 16 people listed · 1 paid, $151K · 59 employees · 97 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARCIELA MORADO EXECUTIVE DI40 $140,003$0$10,690 $150,6931
GARRETT ANDERSON TREASURER1 $0$0$0 $01
MARY BARTOSHUK AC CHAIR1 $0$0$0 $01
SUSAN BERGER DIRECTOR1 $0$0$0 $01
WENDY BOAZ-HAYES CHAIR1 $0$0$0 $01
DAVE BOERKOEL TREASURER1 $0$0$0 $01
DR LESLEY CLACK CHAIR1 $0$0$0 $01
JAHA CUMMINGS DIRECTOR1 $0$0$0 $01
DAN KATZ VICE CHAIR1 $0$0$0 $01
PAM KELLER SECRETARY1 $0$0$0 $01
DR DENISE MCNULTY DIRECTOR1 $0$0$0 $01
BETH PRATHER VICE CHAIR1 $0$0$0 $01
VICTORIA STARYK DIRECTOR1 $0$0$0 $01
CHRISTINA STEWART DIRECTOR1 $0$0$0 $01
MERIAM JACKIE WALKER DIRECTOR1 $0$0$0 $01
RICHARD COCCHIERI CFO1 $0$0$0 $01
2023 · 16 people listed · 2 paid, $220K · 54 employees · 87 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARCIELA MORADO EXEC DIR AFT40 $124,629$0$0 $124,6291
RICHARD COCCHIERI CFO40 $95,283$0$0 $95,2831
GARRETT ANDERSON OFFICER5 $0$0$0 $01
SUSAN BERGER DIRECTOR5 $0$0$0 $01
WENDY BOAZ-HAYES CHAIR5 $0$0$0 $01
DAVE BOERKOEL TREASURER5 $0$0$0 $01
DR LESLEY CLACK DIRECTOR5 $0$0$0 $01
JAHA CUMMINGS DIRECTOR5 $0$0$0 $01
DAN KATZ DIRECTOR5 $0$0$0 $01
PAM KELLER SECRETARY5 $0$0$0 $01
DR DENISE MCNULTY DIRECTOR5 $0$0$0 $01
DEREK ROONEY PA DIRECTOR5 $0$0$0 $01
BETH PRATHER VICE CHAIR5 $0$0$0 $01
VICTORIA STARYK DIRECTOR5 $0$0$0 $01
CHRISTINA STEWART DIRECTOR5 $0$0$0 $01
MERIAM JACKIE WALKER DIRECTOR5 $0$0$0 $01
2022 · 16 people listed · 3 paid, $212K · 57 employees · 46 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD COCCHIERI CFO40 $85,989$0$0 $85,9891
NORMA ADORNO EXEC DIR TH40 $69,855$0$0 $69,8552
MARCIELA MORADO EXEC DIR AFT40 $55,988$0$0 $55,9881
GARRETT ANDERSON OFFICER1 $0$0$0 $01
SUSAN BERGER DIRECTOR1 $0$0$0 $01
WENDY BOAZ-HAYES CHAIR8 $0$0$0 $01
DAVE BOERKOEL TREASURER7 $0$0$0 $01
DR LESLEY CLACK DIRECTOR1 $0$0$0 $01
DR THOMAS FELKE DIRECTOR1 $0$0$0 $01
DAN KATZ DIRECTOR1 $0$0$0 $01
PAM KELLER MEMBER AT LA2 $0$0$0 $01
CIE MORA DIRECTOR7 $0$0$0 $01
DEREK ROONEY PA DIRECTOR1 $0$0$0 $01
BETH PRATHER VICE CHAIR7 $0$0$0 $01
CHRISTINA STEWART DIRECTOR1 $0$0$0 $01
MERIAM JACKIE WALKER DIRECTOR1 $0$0$0 $01
2021 · 17 people listed · 1 paid, $126K · 57 employees · 59 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NORMA ADORNO EXECUTIVE DI40 $125,843$0$0 $125,8432
GARRETT ANDERSON OFFICER1 $0$0$0 $01
SUSAN BERGER DIRECTOR1 $0$0$0 $01
WENDY BOAZ-HAYES CHAIR8 $0$0$0 $01
DAVE BOERKOEL TREASURER7 $0$0$0 $01
DR THOMAS FELKE DIRECTOR1 $0$0$0 $01
BRENDA GELLINGER DIRECTOR4 $0$0$0 $01
CAROL GRANT DIRECTOR1 $0$0$0 $01
RYAN HANS DIRECTOR7 $0$0$0 $01
DAN KATZ DIRECTOR1 $0$0$0 $01
PAM KELLER MEMBER AT LA2 $0$0$0 $01
CIE MORA DIRECTOR7 $0$0$0 $01
MONICA POWELL SECRETARY40 $0$0$0 $01
BETH PRATHER VICE CHAIR7 $0$0$0 $01
KATHLEEN RICE VICE CHAIR5 $0$0$0 $01
MERIAM JACKIE WALKER DIRECTOR1 $0$0$0 $01
MARICELA MORADO CEO40 $0$0$0 $02
2020 · 10 people listed · 1 paid, $179K · 50 employees · 56 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI40 $174,122$0$4,807 $178,9293
WENDY BOAZ-HAYES CHAIR8 $0$0$0 $01
DAVE BOERKOEL TREASURER7 $0$0$0 $01
BRENDA GELLINGER DIRECTOR4 $0$0$0 $01
CAROL GRANT DIRECTOR1 $0$0$0 $01
RYAN HANS DIRECTOR7 $0$0$0 $01
PAM KELLER DIRECTOR2 $0$0$0 $01
CIE MORA DIRECTOR7 $0$0$0 $01
BETH PRATHER MEMBER AT LA7 $0$0$0 $01
KATHLEEN RICE VICE CHAIR5 $0$0$0 $01
2019 · 11 people listed · 1 paid, $216K · 54 employees · 88 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI40 $184,606$0$31,303 $215,9093
WENDY BOAZ-HAYES CHAIR1 $0$0$0 $01
DAVE BOERKOEL TREASURER1 $0$0$0 $01
BRENDA GELLINGER DIRECTOR0 $0$0$0 $01
CAROL GRANT DIRECTOR0 $0$0$0 $01
RYAN HANS DIRECTOR0 $0$0$0 $01
LINDA HOWARD DIRECTOR-THR0 $0$0$0 $01
PAM KELLER DIRECTOR0 $0$0$0 $01
CIE MORA DIRECTOR0 $0$0$0 $01
BETH PRATHER DIRECTOR0 $0$0$0 $01
KATHLEEN RICE VICE CHAIR1 $0$0$0 $01
2018 · 13 people listed · 1 paid, $207K · 52 employees · 76 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI40 $178,309$0$28,326 $206,6353
WENDY BOAZ-HAYES CHAIRPERSON1 $0$0$0 $01
BETH PRATHER DIRECTOR0 $0$0$0 $01
DAVE BOERKOEL TREASURER1 $0$0$0 $01
SUSAN CASSIDY MD JD DIRECTOR0 $0$0$0 $01
KATHLEEN RICE VICE CHAIR1 $0$0$0 $01
SONYA DAVIS DIRECTOR0 $0$0$0 $01
BRENDA GELLINGER DIRECTOR0 $0$0$0 $01
CIE MORA DIRECTOR0 $0$0$0 $01
PAM KELLER DIRECTOR0 $0$0$0 $01
LINDA HOWARD DIRECTOR0 $0$0$0 $01
RYAN HANS DIRECTOR0 $0$0$0 $01
CAROL GRANT DIRECTOR0 $0$0$0 $01
2017 · 13 people listed · 1 paid, $196K · 43 employees · 106 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI50 $175,038$0$20,684 $195,7223
WENDY BOAZ-HAYES CHAIRPERSON1 $0$0$0 $01
BETH PRATHER DIRECTOR0 $0$0$0 $01
HEATHER BAKER DIRECTOR0 $0$0$0 $01
DAVE BOERKOEL TREASURER0 $0$0$0 $01
SUSAN CASSIDY MD JD DIRECTOR0 $0$0$0 $01
KATHLEEN RICE VICE CHAIR0 $0$0$0 $01
SONYA DAVIS DIRECTOR0 $0$0$0 $01
BRENDA GELLINGER DIRECTOR0 $0$0$0 $01
CIE MORA DIRECTOR0 $0$0$0 $01
PAM KELLER DIRECTOR0 $0$0$0 $01
LINDA HOWARD DIRECTOR0 $0$0$0 $01
RYAN HANS DIRECTOR0 $0$0$0 $01
2016 · 19 people listed · 2 paid, $309K · 45 employees · 84 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI50 $164,465$0$24,018 $188,4833
GAIL HOLTON PROGRAM MANA40 $103,204$0$17,761 $120,9651
RONALD LUCCHINO PHD EX CHAIR1 $0$0$0 $01
WENDY BOAZ-HAYES CHAIRPERSON1 $0$0$0 $01
DOUG ROSS VICE CHAIR1 $0$0$0 $01
STEVE WHITWORTH TREASURER0 $0$0$0 $01
THOMAS SCHMIDT DIRECTOR0 $0$0$0 $01
CHRIS NESHEIM DIRECTOR0 $0$0$0 $01
BETH PRATHER DIRECTOR0 $0$0$0 $01
HEATHER BAKER DIRECTOR0 $0$0$0 $01
DAVE BOERKOEL TREASURER0 $0$0$0 $01
SUSAN CASSIDY MD JD DIRECTOR0 $0$0$0 $01
KATHLEEN RICE VICE PRESIDE1 $0$0$0 $01
SONYA DAVIS DIRECTOR0 $0$0$0 $01
BRENDA GELLINGER DIRECTOR0 $0$0$0 $01
CIE MORA DIRECTOR0 $0$0$0 $01
PAM KELLER DIRECTOR0 $0$0$0 $01
LINDA HOWARD DIRECTOR0 $0$0$0 $01
DR THOMAS FELKE DIRECTOR0 $0$0$0 $01
2015 · 11 people listed · 1 paid, $160K · 46 employees · 85 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI40 $137,394$0$22,713 $160,1073
RONALD LUCCHINO PHD PRESIDENT1 $0$0$0 $01
WENDY BOAZ-HAYES SECRETARY0 $0$0$0 $01
DOUG ROSS VICE PRESIDE0 $0$0$0 $01
STEVE WHITWORTH TREASURER0 $0$0$0 $01
THOMAS SCHMIDT DIRECTOR0 $0$0$0 $01
CHRIS NESHEIM DIRECTOR0 $0$0$0 $01
BETH PRATHER DIRECTOR0 $0$0$0 $01
HEATHER BAKER DIRECTOR0 $0$0$0 $01
DAVE BOERKOEL DIRECTOR0 $0$0$0 $01
DR THOMAS FELKE DIRECTOR0 $0$0$0 $01
2014 · 12 people listed · 1 paid, $158K · 44 employees · 74 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIANNE LORINI EXECUTIVE DI40 $136,500$0$21,334 $157,8343
RONALD LUCCHINO PHD PRESIDENT8 $0$0$0 $01
HANNA MCCOLOUGH TREASURER4 $0$0$0 $01
LEIGH ANNA NOWAK PAST PRESIDE4 $0$0$0 $01
ARTHUR LERMAN SECRETARY4 $0$0$0 $01
KATHLEEN HOUSEWEART TREASURER4 $0$0$0 $01
WENDY BOAZ-HAYES AAA ADVSORY4 $0$0$0 $01
NELSON GUZMAN DIRECTOR4 $0$0$0 $01
DOUG ROSS VICE PRESIDE4 $0$0$0 $01
STEVE WHITWORTH ADVISORY COU4 $0$0$0 $01
DELORES KADLEC-ROUSSEY CFO4 $0$0$0 $01
DR THOMAS FELKE DIRECTOR4 $0$0$0 $01
2013 · 14 people listed · 3 paid, $228K · 39 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES KADLEC-ROUSSEY CFO40 $83,214$0$8,498 $91,7121
ANGELA FISHER COO40 $82,837$0$7,524 $90,3611
MARIANNE LORINI EXECUTIVE DI40 $45,317$0$683 $46,0003
RONALD LUCCHINO PHD PRESIDENT5 $0$0$0 $01
HANNA MCCOLOUGH TREASURER1 $0$0$0 $01
LEIGH ANNA NOWAK PAST PRESIDE1 $0$0$0 $01
ARTHUR LERMAN SECRETARY1 $0$0$0 $01
KATHLEEN HOUSEWEART TREASURER1 $0$0$0 $01
WENDY BOAZ-HAYES AAA ADVSORY1 $0$0$0 $01
NELSON GUZMAN DIRECTOR1 $0$0$0 $01
DOUG ROSS VICE PRESIDE1 $0$0$0 $01
STEVE WHITWORTH ADVISORY COU- $0$0$0 $01
JACKIE TUCKER DIRECTOR1 $0$0$0 $01
DR THOMAS FELKE DIRECTOR1 $0$0$0 $01
2012 · 14 people listed · 2 paid, $228K · 39 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEIGH WADE EXECUTIVE DIRECTOR (THROUGH 3/22/13)40 $106,502$0$19,105 $125,6071
DELORES KADLEC-ROUSSEY DIRECTOR OF FINANCE40 $86,220$0$16,494 $102,7141
RONALD LUCCHINO PHD PRESIDENT5 $0$0$0 $01
HANNA MCCOLOUGH VICE PRESIDENT1 $0$0$0 $01
LEIGH ANNA NOWAK IMMEDIATE PAST PRESIDENT1 $0$0$0 $01
ARTHUR LERMAN SECRETARY1 $0$0$0 $01
JOANN WESTBROOK MEMBER AT-LARGE1 $0$0$0 $01
KATHLEEN HOUSEWEART TREASURER DOEA ADVISORY COUNCIL1 $0$0$0 $01
DONNA J GILLROY DIRECTOR1 $0$0$0 $01
DEBORAH GRALEY DEVNEW DIRECTOR1 $0$0$0 $01
VALERIE GILCHRIST DIRECTOR1 $0$0$0 $01
WENDY BOAZ-HAYES AAA ADVISORY COUNCIL CHAIR1 $0$0$0 $01
ALBERT BATISTA DIRECTOR1 $0$0$0 $01
LOIS MARSHALL DIRECTOR1 $0$0$0 $01
2011 · 16 people listed · 2 paid, $225K · 41 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEIGH WADE EXECUTIVE DIRECTOR40 $105,129$0$18,496 $123,6251
DELORES KADLEC-ROUSSEY DIRECTOR OF FINANCE40 $84,374$0$16,516 $100,8901
LEIGH ANNA NOWAK PRESIDENT5 $0$0$0 $01
TAMMY DECARO VICE PRESIDENT1 $0$0$0 $01
JANE WHITE SECRETARY1 $0$0$0 $01
ANTOINETTE RUGGIERI TREASURER1 $0$0$0 $01
BARBARA CURCIO DIRECTOR1 $0$0$0 $01
BOB FORMET DIRECTOR1 $0$0$0 $01
DONNA GILLROY DIRECTOR1 $0$0$0 $01
HANNA MCCOLOUGH DIRECTOR1 $0$0$0 $01
HARVEY HECKES DIRECTOR1 $0$0$0 $01
JOANN WESTBROOK DIRECTOR1 $0$0$0 $01
VICKIJO LETCHWORTH DIRECTOR1 $0$0$0 $01
PETER MISURA DIRECTOR1 $0$0$0 $01
RONALD LUCCHINO PHD MEMBER AT LARGE1 $0$0$0 $01
KATHLEEN HOUSEWEART DIRECTOR STATE ADVISORY CO1 $0$0$0 $01
2010 · 15 people listed · 1 paid, $124K · 45 employees · 61 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEIGH WADE SCHIELD EXEC DIRECTOR40 $107,591$0$16,644 $124,2351
JOANN WESTBROOK DIRECTOR- $0$0$0 $01
PETER MISURA DIRECTOR- $0$0$0 $01
BOB FORMET DIRECTOR- $0$0$0 $01
DONNA GILLROY DIRECTOR- $0$0$0 $01
HARVEY HECKES DIRECTOR- $0$0$0 $01
HANNA MCCOLOUGH DIRECTOR- $0$0$0 $01
KATHLEEN HOUSEWEART DIRECTOR STATE ADVISORY CO- $0$0$0 $01
RONALD LUCCHINO PHD MEMBER AT LARGE- $0$0$0 $01
VICKIJO LETCHWORTH DIRECTOR- $0$0$0 $01
BARBARA CURCIO DIRECTOR- $0$0$0 $01
LEIGH ANNA NOWAK PRESIDENT- $0$0$0 $01
JANE WHITE SECRETARY- $0$0$0 $01
ANTOINETTE RUGGIERI TREASURER- $0$0$0 $01
TAMMY DECARO VICE PRESIDENT- $0$0$0 $01

Highest-paid independent contractors

2019 · 1 contractor · $153K
NameLocationServicePaid
RB MERCHANTS LLCNEW YORK, NYRENT$152,940
2018 · 1 contractor · $134K
NameLocationServicePaid
RB MERCHANTS LLCNEW YORK, NYRENT$134,429
2017 · 1 contractor · $145K
NameLocationServicePaid
RB MERCHANTS LLCNEW YORK, NYRENT$144,836
2016 · 1 contractor · $145K
NameLocationServicePaid
RB MERCHANTS LLCNEW YORK, NYRENT$144,524
2015 · 2 contractors · $262K
NameLocationServicePaid
REDI-CARE NURSING SVCS LLCFORT MYERS, FL$141,039
NOBLE MANAGEMENT COMPANYPALM BEACH GARDENS, FL$120,565
2014 · 1 contractor · $200K
NameLocationServicePaid
FL RURAL LEGAL SERVICESFORT MYERS, FLLEGAL SERVICES$200,250
2013 · 5 contractors · $8.7M
NameLocationServicePaid
SENIOR FRIENDSHIP CENTERSCASE MGMT SERVI$5,577,736
COLLIER COUNTY HOUSING AND SENIORCASE MGNT$1,542,738
CHARLOTTE COUNTY HUMAN SERVICESCASE MGNT$725,402
HOPE OF SW FLORIDACASE MGNT$654,084
FL RURAL LEGAL SERVICESLEGAL SERVICES$181,926
2012 · 5 contractors · $8.7M
NameLocationServicePaid
SENIOR FRIENDSHIP CENTERSSARASOTA, FLCASE MANAGEMENT SERVICES FOR SENIORS$5,633,226
COLLIER COUNTY HOUSING AND SENIOR SERVICNAPLES, FLCASE MANAGEMENT SERVICES FOR SENIORS$1,481,317
CHARLOTTE COUNTY HUMAN SERVICESPORT CHARLOTTE, FLCASE MANAGEMENT SERVICES FOR SENIORS$749,964
HOPE OF SOUTHWEST FLORIDAFORT MYERS, FLCASE MANAGEMENT SERVICES FOR SENIORS$596,371
FLORIDA RURAL LEGAL SERVICESFORT MYERS, FLLEGAL SERVICES FOR SENIORS$199,268

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

1 US trademark, 0 live.

MarkSerialFiledStatusSource
SENIOR CHOICES OF SOUTHWEST FLORIDA853786192011-07-22Registration cancelledTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 8 grants to organizations · $27.2M

Listed grants add up to $27,195,901; the return's “grants paid” expense line says $27,567,821. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 6 grants to organizations · $20.8M

Listed grants add up to $20,791,039; the return's “grants paid” expense line says $21,010,686. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 6 grants to organizations · $17.0M

Listed grants add up to $17,045,823; the return's “grants paid” expense line says $17,328,460. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 7 grants to organizations · $15.5M

Listed grants add up to $15,508,076; the return's “grants paid” expense line says $15,759,085. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 7 grants to organizations · $14.2M

Listed grants add up to $14,242,228; the return's “grants paid” expense line says $14,472,191. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 9 grants to organizations · $15.2M

Listed grants add up to $15,219,175; the return's “grants paid” expense line says $15,454,680. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 10 grants to organizations · $13.8M

Listed grants add up to $13,786,283; the return's “grants paid” expense line says $14,208,662. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 8 grants to organizations · $12.9M

Listed grants add up to $12,924,833; the return's “grants paid” expense line says $13,588,574. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 9 grants to organizations · $12.1M

Listed grants add up to $12,123,930; the return's “grants paid” expense line says $12,783,557. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 28 grants to organizations · $12.0M

Listed grants add up to $11,980,390; the return's “grants paid” expense line says $12,426,888. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 28 grants to organizations · $11.2M

Listed grants add up to $11,225,482; the return's “grants paid” expense line says $11,864,116. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 31 grants to organizations · $10.4M

Listed grants add up to $10,378,916; the return's “grants paid” expense line says $11,167,472. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 30 grants to organizations · $10.3M

Listed grants add up to $10,275,312; the return's “grants paid” expense line says $11,560,275. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 31 grants to organizations · $10.6M

Listed grants add up to $10,555,759; the return's “grants paid” expense line says $11,582,458. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 31 grants to organizations · $11.0M

Listed grants add up to $11,040,215; the return's “grants paid” expense line says $11,429,550. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$32,008,853$32,160,069 $13,234,981$5,527,631 $31,905,558$0 $140,0035997
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$29,670,770$28,113,249 $12,835,866$5,678,847 $29,797,414$0 $219,9125487
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$23,649,863$23,174,662 $10,470,596$4,049,550 $23,646,298$0 $211,8325746
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$21,154,051$20,529,408 $7,137,092$3,461,653 $21,154,051$0 $125,8435759
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$20,333,231$19,612,995 $5,583,211$2,837,010 $20,333,031$0 $174,1225056
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$20,170,306$19,719,708 $5,034,429$2,116,774 $20,168,522$0 $184,6065488
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$18,346,048$18,060,899 $3,672,174$1,666,176 $18,339,201$0 $178,3085276
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$17,479,968$17,236,313 $3,557,695$1,381,027 $17,478,918$0 $175,03843106
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$16,742,015$16,554,491 $3,454,417$1,137,372 $16,734,257$0 $164,4654584
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$16,968,729$16,607,804 $3,085,876$949,848 $16,901,759$0 $137,3944685
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$15,850,627$15,731,955 $3,122,427$588,923 $15,826,769$0 $136,5004474
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$14,599,918$14,507,555 $3,063,039$470,251 $14,569,182$0 $271,6133960
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$13,960,722$13,910,192 $2,839,609$377,888 $13,931,616$0 $228,3213912
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$14,111,814$14,112,823 $2,388,054$327,358 $14,093,171$0 $224,5144125
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$13,927,324$14,011,610 $3,046,561$328,367 $13,908,085$0 $107,5914561

Funders of this organization

4 grantors reported grants to this organization, $631,091 in all, tax years 2020 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
VOLUNTEER FLORIDA FOUNDATION INC Public charity Exact 2022 1$600,000 2022$600,000
show
CATHOLIC CHARITIES DIOCESE OF VENICE INC Public charity Exact 2024 1$25,000 2024$25,000
show
USAGING Public charity Exact 2024 1$6,000 2024$6,000
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC” 2020, 2023 2$91 2023$66
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MID-FLORIDA AREA AGENCY ON AGING INCFLNot reported $36,676,819$35,826,177 CHIEF EXEC O$173,071 Similar name, revenue within 2x, same state, similar mission
AREA AGENCY ON AGING OF CENTRAL FLORIDA INCFLP81 $35,727,220$35,441,676 CEO$214,993 Similar name, revenue within 2x, same state, similar mission
NORTHEAST FLORIDA AREA AGENCY ON AGING INCFLNot reported $39,867,336$39,192,233 EXEC DIRECTOR$173,825 Similar name, revenue within 2x, same state
AREA AGENCY ON AGING OF SOUTHEAST ARKANSAS INCARP81 $26,751,100$23,923,563 PRESIDENT & CEO$155,646 Similar name, revenue within 2x
NORTHWEST FLORIDA AREA AGENCY ON AGING INCFLP81 $11,852,635$11,777,296 Executive Director$119,024 Similar name, revenue within 5x, same state, similar mission
AREA AGENCY ON AGING FOR NORTH FLORIDA INCFLNot reported $12,274,352$12,267,054 EXECUTVIE DIRECTOR$139,185 Similar name, revenue within 5x, same state
SOUTHWEST KANSAS AREA AGENCY ON AGING INCKSNot reported $8,237,381$8,228,668 Former Executive Director$108,034 Similar name, revenue within 5x
AREA AGENCY ON AGING OF SOUTHWEST ARKANSAS INCARP81 $3,781,019$4,024,425 EXECUTIVE DIRECTOR$91,302 Similar name, revenue within 10x
SOUTHERN AREA AGENCY ON AGING INCVAP81 $4,994,307$5,403,840 SECRETARY$0 Similar name, revenue within 10x
SOUTHEAST KANSAS AREA AGENCY ON AGING INCKSP81 $4,245,808$3,823,225 EXECUTIVE DI$75,808 Similar name, revenue within 10x
SOUTH FLORIDA INSTITUTE ON AGING INCFLO32 $1,803,985$1,807,556 PRESIDENT AND CEO$120,870 Similar name, revenue differs more than 10x, same state
SOUTHEAST IA AREA AGENCY ON AGINGIANot reported $1,108,161$1,126,478 EX DIRECTOR$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 12 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE FREDERICK A DELUCA FOUNDATION INC Private foundation$1,025,00011 12019–2023 SOUTH FLORIDA INSTITUTE ON AGING INC
JIM MORAN FOUNDATION INC Private foundation$845,0005 12020–2024 SOUTH FLORIDA INSTITUTE ON AGING INC
THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA INC DAF sponsor$749,03517 12021–2024 NORTHEAST FLORIDA AREA AGENCY ON AGING INC
THE COMMUNITY FOUNDATION OF THE DAN RIVER REGION DAF sponsor$219,42113 12014–2024 SOUTHERN AREA AGENCY ON AGING INC
COMMUNITY FOUNDATION OF BROWARD INC DAF sponsor$190,0002 12020–2021 SOUTH FLORIDA INSTITUTE ON AGING INC
COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA DAF sponsor$183,9808 12016–2024 SOUTHERN AREA AGENCY ON AGING INC
OUR FUND INC DAF sponsor$88,2814 12017–2020 SOUTH FLORIDA INSTITUTE ON AGING INC
FORGOOD INC DAF sponsor$63,8993 12016–2018 SOUTH FLORIDA INSTITUTE ON AGING INC
CENTRAL FLORIDA FOUNDATION INC DAF sponsor$59,5001 12021–2021 AREA AGENCY ON AGING OF CENTRAL FLORIDA INC
UNITED JEWISH COMMUNITY OF BROWARD COUNTY INC DAF sponsor$39,0004 12015–2020 SOUTH FLORIDA INSTITUTE ON AGING INC
AMERICAN ELECTRIC POWER FOUNDATION Private foundation$25,0001 12024–2024 SOUTHERN AREA AGENCY ON AGING INC
THE COMMUNITY FOUNDATION INC DAF sponsor$10,0001 12013–2013 NORTHEAST FLORIDA AREA AGENCY ON AGING INC
COMMUNITY FOUNDATION OF NORTH CENTRAL FLORIDA INC DAF sponsor$10,0001 12020–2020 MID-FLORIDA AREA AGENCY ON AGING INC
CENTRAL INDIANA COMMUNITY FOUNDATION INC DAF sponsor$9,5001 12021–2021 SOUTHERN AREA AGENCY ON AGING INC
COMMUNITY FDN OF SOUTHEAST KANSAS DAF sponsor$8,0001 12024–2024 SOUTHEAST KANSAS AREA AGENCY ON AGING INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $32,160,069 spent · pay $2,608,800 · grants $27,567,821 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $27,195,901$27,195,901-- 84.6%
Other salaries and wages $1,819,876$1,815,380$4,496- 5.7%
Other (as described)OTHER EXPENSES $784,620$762,492$9,317$12,811 2.4%
Grants to US individuals $371,920$371,920-- 1.2%
Occupancy $353,710$332,732$20,978- 1.1%
Other employee benefits $301,271$292,126$9,145- 0.9%
Office expenses $212,017$200,605$10,352$1,060 0.7%
Fees: other services $199,280$185,009$14,271- 0.6%
Payroll taxes $178,464$178,464-- 0.6%
Pension plan contributions $169,186$164,134$5,052- 0.5%
Information technology $161,940$146,678$15,262- 0.5%
Pay: officers, directors, trustees, key employees $140,003$140,003-- 0.4%
Advertising and promotion $72,903$67,866$4,968$69 0.2%
Insurance $58,632$58,622$10- 0.2%
Depreciation and depletion $50,453-$50,453- 0.2%
Travel $38,047$33,845$4,202- 0.1%
Fees: legal $20,858$19,364$1,494- 0.1%
Other (as described)PROFESSIONAL TRAINING $20,380$18,921$1,459- 0.1%
Other (as described)AWARDS & RECOGNITION $10,608$10,309$126$173 0.0%
Total$32,160,069100%

View the filing

2023 · Form 990 · $28,113,249 spent · pay $2,698,960 · grants $21,010,686 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $20,792,286$20,792,286-- 74.0%
Other (as described)PROGRAM SERVICES $3,032,476$2,689,750$342,726- 10.8%
Other salaries and wages $1,961,873$673,323$1,288,550- 7.0%
Occupancy $302,003$102,012$199,991- 1.1%
Other (as described)OTHER EXPENSES $276,028$244,832$12,881$18,315 1.0%
Office expenses $273,271$142,404$129,743$1,124 1.0%
Pay: officers, directors, trustees, key employees $219,912$75,841$144,071- 0.8%
Grants to US individuals $218,400$218,400-- 0.8%
Other employee benefits $216,699$69,068$147,631- 0.8%
Fees: other services $211,645$30,457$180,634$554 0.8%
Payroll taxes $161,204$63,665$97,539- 0.6%
Pension plan contributions $139,272$44,390$94,882- 0.5%
Advertising and promotion $97,577$20,593$76,984- 0.3%
Depreciation and depletion $67,131-$67,131- 0.2%
Insurance $55,654$15,800$39,854- 0.2%
Travel $40,799$9,455$31,344- 0.1%
Information technology $27,045$4,178$22,867- 0.1%
Fees: legal $14,265$2,053$12,212- 0.1%
Other (as described)AWARDS & RECOGNITION $5,709$5,064$645- 0.0%
Total$28,113,249100%

View the filing

2022 · Form 990 · $23,174,662 spent · pay $2,191,950 · grants $17,328,460 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $17,046,074$17,046,074-- 73.6%
Other (as described)PROGRAM SERVICES $2,452,463$2,269,857$182,606- 10.6%
Other salaries and wages $1,459,903$698,572$761,331- 6.3%
Occupancy $317,254$162,642$154,612- 1.4%
Other employee benefits $315,114$106,654$208,460- 1.4%
Grants to US individuals $282,386$282,386-- 1.2%
Office expenses $224,349$157,150$67,199- 1.0%
Pay: officers, directors, trustees, key employees $211,832$56,867$154,965- 0.9%
Fees: other services $154,225$46,310$107,915- 0.7%
Information technology $136,997$26,382$110,615- 0.6%
Payroll taxes $118,181$59,256$58,925- 0.5%
Other (as described)OTHER EXPENSES $93,852$86,864$6,988- 0.4%
Advertising and promotion $90,195$30,218$59,977- 0.4%
Pension plan contributions $86,920$29,419$57,501- 0.4%
Depreciation and depletion $73,569-$73,569- 0.3%
Insurance $38,661$24,298$14,363- 0.2%
Travel $37,736$6,354$31,382- 0.2%
Fees: legal $23,284$6,992$16,292- 0.1%
Other (as described)AWARDS & RECOGNITION $11,021$10,200$821- 0.0%
Other (as described)VA REFUND $646$598$48- 0.0%
Total$23,174,662100%

View the filing

2021 · Form 990 · $20,529,408 spent · pay $2,079,969 · grants $15,759,085 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $15,510,425$15,510,425-- 75.6%
Other (as described)PROGRAM SERVICES $1,890,355$1,833,389$56,966- 9.2%
Other salaries and wages $1,532,329$640,723$891,606- 7.5%
Occupancy $276,810$150,166$126,644- 1.3%
Grants to US individuals $248,660$248,660-- 1.2%
Other employee benefits $198,168$98,158$100,010- 1.0%
Office expenses $143,972$83,176$60,796- 0.7%
Pay: officers, directors, trustees, key employees $125,843$52,435$73,408- 0.6%
Payroll taxes $118,179$55,348$62,831- 0.6%
Other (as described)OUTREACH & MARKETING $107,724$47,579$60,145- 0.5%
Pension plan contributions $105,450$52,233$53,217- 0.5%
Fees: other services $86,837$38,354$48,483- 0.4%
Depreciation and depletion $70,725-$70,725- 0.3%
Information technology $56,261$35,052$21,209- 0.3%
Insurance $41,282$27,351$13,931- 0.2%
Travel $7,076$3,053$4,023- 0.0%
Other (as described)AWARDS & RECOGNITION $4,931$4,782$149- 0.0%
Fees: legal $3,706$1,637$2,069- 0.0%
Other (as described)VA REFUND $675$655$20- 0.0%
Total$20,529,408100%

View the filing

2020 · Form 990 · $19,612,995 spent · pay $2,076,737 · grants $14,472,191 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $14,242,388$14,242,388-- 72.6%
Other (as described)PROGRAM SERVICES $2,205,986$2,089,244$116,742- 11.2%
Other salaries and wages $1,488,173$689,714$798,459- 7.6%
Occupancy $250,489$139,571$110,918- 1.3%
Grants to US individuals $229,803$229,803-- 1.2%
Office expenses $197,166$132,237$64,929- 1.0%
Other employee benefits $190,537$132,484$58,053- 1.0%
Pay: officers, directors, trustees, key employees $174,122$81,639$92,483- 0.9%
Payroll taxes $121,312$64,178$57,134- 0.6%
Fees: other services $113,928$44,316$69,612- 0.6%
Pension plan contributions $102,593$71,335$31,258- 0.5%
Other (as described)OUTREACH & MARKETING $66,475$13,494$52,981- 0.3%
Travel $51,194$7,416$43,778- 0.3%
Depreciation and depletion $49,949-$49,949- 0.3%
Fees: legal $34,568$7,017$27,551- 0.2%
Information technology $29,934$12,846$17,088- 0.2%
Insurance $27,356$14,649$12,707- 0.1%
Other (as described)PROPERTY & EQUIPMENT $25,807$11,074$14,733- 0.1%
Other (as described)RELOCATION EXPENSES $9,939$9,413$526- 0.1%
All other expenses $1,096$1,038$58- 0.0%
Advertising and promotion $180$37$143- 0.0%
Total$19,612,995100%

View the filing

2019 · Form 990 · $19,719,708 spent · pay $2,070,883 · grants $15,454,680 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $15,219,175$15,219,175-- 77.2%
Other (as described)VDHCBS EXPENSES $1,526,832$1,526,832-- 7.7%
Other salaries and wages $1,331,117$721,520$609,597- 6.8%
Other employee benefits $327,037$161,976$165,061- 1.7%
Grants to US individuals $235,505$235,505-- 1.2%
Occupancy $205,978$126,287$79,691- 1.0%
Pay: officers, directors, trustees, key employees $184,606$100,064$84,542- 0.9%
Fees: other services $145,093$15,043$130,050- 0.7%
Payroll taxes $114,906$63,343$51,563- 0.6%
Pension plan contributions $113,217$56,074$57,143- 0.6%
Other (as described)OTHER $109,424$34,218$75,206- 0.6%
Travel $50,702$34,653$16,049- 0.3%
Office expenses $49,336$26,114$23,222- 0.3%
Depreciation and depletion $45,038-$45,038- 0.2%
Other (as described)PROPERTY & EQUIPMENT $38,734$24,135$14,599- 0.2%
Insurance $23,008$13,107$9,901- 0.1%
Total$19,719,708100%

View the filing

2018 · Form 990 · $18,060,899 spent · pay $1,917,794 · grants $14,208,662 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $13,786,283$13,786,283-- 76.3%
Other salaries and wages $1,283,620$702,845$580,775- 7.1%
Other (as described)VDHCBS EXPENSES $1,230,778$1,230,778-- 6.8%
Grants to US individuals $422,379$422,379-- 2.3%
Other employee benefits $236,855$120,790$116,065- 1.3%
Occupancy $207,823$124,739$83,084- 1.2%
Pay: officers, directors, trustees, key employees $178,308$30,312$147,996- 1.0%
Fees: other services $160,032$30,904$129,128- 0.9%
Pension plan contributions $114,016$58,147$55,869- 0.6%
Other (as described)OTHER $108,476$43,335$65,141- 0.6%
Payroll taxes $104,995$54,476$50,519- 0.6%
Other (as described)PROPERTY & EQUIPMENT $78,609$54,322$24,287- 0.4%
Depreciation and depletion $56,651-$56,651- 0.3%
Office expenses $39,373$21,255$18,118- 0.2%
Travel $29,784$17,457$12,327- 0.2%
Insurance $22,917$12,820$10,097- 0.1%
Total$18,060,899100%

View the filing

2017 · Form 990 · $17,236,313 spent · pay $1,873,663 · grants $13,588,574 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $12,927,113$12,927,113-- 75.0%
Other salaries and wages $1,264,836$602,968$661,868- 7.3%
Other (as described)VDHCBS EXPENSES $1,060,939$1,060,939-- 6.2%
Grants to US individuals $661,461$661,461-- 3.8%
Occupancy $213,075$137,971$75,104- 1.2%
Other employee benefits $208,696$111,680$97,016- 1.2%
Pay: officers, directors, trustees, key employees $175,038$87,519$87,519- 1.0%
Fees: other services $141,739$45,170$96,569- 0.8%
Pension plan contributions $120,976$64,725$56,251- 0.7%
Payroll taxes $104,117$50,935$53,182- 0.6%
Other (as described)OTHER $100,488$37,921$62,567- 0.6%
Depreciation and depletion $54,633-$54,633- 0.3%
Travel $44,601$22,414$22,187- 0.3%
Office expenses $41,116$20,070$21,046- 0.2%
Other (as described)IN KIND SUPPLIES $36,420$36,420-- 0.2%
Other (as described)PROPERTY & EQUIPMENT $34,196$149$34,047- 0.2%
All other expenses $32,268$32,268-- 0.2%
Insurance $14,601$6,779$7,822- 0.1%
Total$17,236,313100%

View the filing

2016 · Form 990 · $16,554,491 spent · pay $2,068,965 · grants $12,783,557 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $12,123,930$12,123,930-- 73.2%
Other salaries and wages $1,462,131$732,375$729,756- 8.8%
Other (as described)VDHCBS EXPENSES $1,006,513$1,006,513-- 6.1%
Grants to US individuals $659,627$659,627-- 4.0%
Other employee benefits $335,455$181,162$154,293- 2.0%
Occupancy $218,058$135,737$82,321- 1.3%
Pay: officers, directors, trustees, key employees $164,465$82,233$82,232- 1.0%
Fees: other services $159,864$66,678$93,186- 1.0%
Payroll taxes $106,914$55,269$51,645- 0.6%
Other (as described)OTHER $86,828$23,496$63,332- 0.5%
Travel $57,573$31,488$26,085- 0.3%
Depreciation and depletion $56,326-$56,326- 0.3%
Office expenses $42,292$24,036$18,256- 0.3%
Other (as described)PROPERTY & EQUIPMENT $26,981$26,981-- 0.2%
Other (as described)PROPERTY & EQUIPMENT $23,226$106$23,120- 0.1%
Insurance $18,448$11,428$7,020- 0.1%
All other expenses $5,860$5,860-- 0.0%
Total$16,554,491100%

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2015 · Form 990 · $16,607,804 spent · pay $2,133,113 · grants $12,426,888 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,984,537$11,984,537-- 72.2%
Other salaries and wages $1,519,377$758,051$761,326- 9.1%
Other (as described)VDHCBS EXPENSES $1,294,983$1,294,983-- 7.8%
Grants to US individuals $442,351$442,351-- 2.7%
Other employee benefits $369,244$180,444$188,800- 2.2%
Occupancy $233,131$148,750$84,381- 1.4%
Fees: other services $209,506$88,438$121,068- 1.3%
Pay: officers, directors, trustees, key employees $137,394$68,697$68,697- 0.8%
Payroll taxes $107,098$55,326$51,772- 0.6%
Other (as described)OTHER $89,286$13,746$75,540- 0.5%
Travel $59,607$29,763$29,844- 0.4%
Depreciation and depletion $58,322-$58,322- 0.4%
Other (as described)PROPERTY & EQUIPMENT $48,041$48,041-- 0.3%
Office expenses $42,757$22,620$20,137- 0.3%
Insurance $13,409$7,549$5,860- 0.1%
Other (as described)PROPERTY & EQUIPMENT -$1,239$270-$1,509- -0.0%
Total$16,607,804100%

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2014 · Form 990 · $15,731,955 spent · pay $1,871,393 · grants $11,864,116 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,369,801$11,369,801-- 72.3%
Other salaries and wages $1,202,795$539,017$663,778- 7.6%
Other (as described)VDHCBS EXPENSES $1,155,358$1,155,358-- 7.3%
Grants to US individuals $494,315$494,315-- 3.1%
Other employee benefits $426,801$193,309$233,492- 2.7%
Occupancy $272,308$136,338$135,970- 1.7%
Fees: other services $229,536$132,645$96,891- 1.5%
Pay: officers, directors, trustees, key employees $136,500$68,250$68,250- 0.9%
Other (as described)PROPERTY & EQUIPMENT $121,396$121,396-- 0.8%
Payroll taxes $105,297$46,457$58,840- 0.7%
Office expenses $66,073$39,511$26,562- 0.4%
Depreciation and depletion $58,725-$58,725- 0.4%
Travel $57,642$26,780$30,862- 0.4%
Other (as described)OTHER $51,030$12,641$38,389- 0.3%
Insurance $17,830$9,820$8,010- 0.1%
Other (as described)PROPERTY & EQUIPMENT -$33,452$108-$33,560- -0.2%
Total$15,731,955100%

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2013 · Form 990 · $14,507,555 spent · pay $1,879,824 · grants $11,167,472 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $10,384,134$10,384,134-- 71.6%
Other salaries and wages $1,111,103$783,401$327,702- 7.7%
Other (as described)OTHER $936,834$917,082$19,752- 6.5%
Grants to US individuals $783,338$783,338-- 5.4%
Other employee benefits $395,003$278,750$116,253- 2.7%
Pay: officers, directors, trustees, key employees $271,613$60,658$210,955- 1.9%
Occupancy $218,979$163,437$55,542- 1.5%
Fees: other services $112,205$56,341$55,864- 0.8%
Payroll taxes $102,105$63,529$38,576- 0.7%
Travel $59,563$44,367$15,196- 0.4%
Depreciation and depletion $38,934-$38,934- 0.3%
Office expenses $37,371$30,728$6,643- 0.3%
Other (as described) $32,939$32,939-- 0.2%
Insurance $12,294$8,121$4,173- 0.1%
Other (as described)PROPERTY & EQUIPMENT $11,049$7,279$3,770- 0.1%
Other (as described)PROPERTY & EQUIPMENT $91$91-- 0.0%
Fundraising events Eventdirect expenses; gross income $12,976-reported apart
Total$14,507,555100%

View the filing

2012 · Form 990 · $13,910,192 spent · pay $1,811,571 · grants $11,560,275 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $10,887,456$10,887,456-- 78.3%
Other salaries and wages $1,119,579$656,091$463,488- 8.0%
Grants to US individuals $672,819$672,819-- 4.8%
Other employee benefits $259,667$161,287$98,380- 1.9%
Pay: officers, directors, trustees, key employees $228,321$60,514$167,807- 1.6%
Occupancy $153,678$121,519$32,159- 1.1%
Payroll taxes $102,854$61,484$41,370- 0.7%
Pension plan contributions $101,150$67,218$33,932- 0.7%
Travel $66,485$45,035$21,450- 0.5%
Fees: legal $53,725$41,450$12,275- 0.4%
Other (as described)PROPERTY AND EQUIPMENT $47,761$40,912$6,849- 0.3%
Office expenses $47,019$39,765$7,254- 0.3%
Depreciation and depletion $40,834-$40,834- 0.3%
Fees: other services $37,695$22,171$15,524- 0.3%
Fees: accounting $26,501$24,648$1,853- 0.2%
Other (as described)OTHER $22,205$3,802$18,403- 0.2%
Fees: management $21,202$12,348$8,854- 0.2%
Insurance $13,335$8,038$5,297- 0.1%
Other (as described)MAINTENANCE & REPAIRS $7,906$4,455$3,451- 0.1%
Total$13,910,192100%

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2011 · Form 990 · $14,112,823 spent · pay $1,779,524 · grants $11,582,458 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $10,630,917$10,630,917-- 75.3%
Other salaries and wages $1,077,036$797,422$279,614- 7.6%
Grants to US individuals $951,541$951,541-- 6.7%
Other employee benefits $252,582$159,999$92,583- 1.8%
Pay: officers, directors, trustees, key employees $224,514$38,722$179,611$6,181 1.6%
Occupancy $210,836$157,956$52,880- 1.5%
Other (as described)OTHER $201,437$7,055$194,382- 1.4%
Pension plan contributions $126,688$85,314$41,374- 0.9%
Payroll taxes $98,704$60,614$38,090- 0.7%
Travel $73,838$45,031$28,807- 0.5%
Depreciation and depletion $54,093-$54,093- 0.4%
Other (as described)PROPERTY AND EQUIPMENT $40,784$31,509$9,275- 0.3%
Fees: other services $37,918$22,801$15,117- 0.3%
Fees: legal $37,125$13,525$23,600- 0.3%
Office expenses $33,290$21,401$11,889- 0.2%
Fees: accounting $21,600$17,169$4,431- 0.2%
Fees: management $21,381$7,012$14,369- 0.2%
Insurance $11,676$7,849$3,827- 0.1%
Other (as described)MAINTENANCE & REPAIRS $5,227$3,298$1,929- 0.0%
Other (as described)PROVIDERS $1,636-$1,636- 0.0%
Total$14,112,823100%

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2010 · Form 990 · $14,011,610 spent · pay $1,912,792 · grants $11,429,550 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,429,550$11,429,550-- 81.6%
Other salaries and wages $1,416,015$799,025$616,990- 10.1%
Other employee benefits $398,498$247,652$150,846- 2.8%
Occupancy $225,275$130,119$95,156- 1.6%
Fees: other services $103,659$87,961$15,698- 0.7%
Payroll taxes $98,279$57,053$41,226- 0.7%
Office expenses $69,698$48,866$20,832- 0.5%
Travel $67,450$43,513$23,937- 0.5%
Other (as described)MISCELLANEOUS $62,494$27,066$35,428- 0.4%
Depreciation and depletion $54,935-$54,935- 0.4%
Fees: management $34,925$27,332$7,593- 0.2%
Fees: accounting $29,940$19,655$10,285- 0.2%
Insurance $10,515$7,656$2,859- 0.1%
Other (as described)MAINTENANCE & REPAIRS $9,666$3,793$5,873- 0.1%
Fees: legal $711$550$161- 0.0%
Total$14,011,610100%

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