Civic Intelligence

Marion Senior Services Inc.

990 • Fiscal year 2020 • EIN 23-7362750

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

1101 SW 20th CourtOcala, FL 34471

(352) 620-3501

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.09x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.09x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

59th percentile

8.5%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$85,139

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

10.0%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$7,698,103

Up $938,745 (+14%) from 2019

Net Assets

Up

$7,040,947

Up $670,285 (+11%) from 2019

Liabilities

Up

$657,156

Up $268,460 (+69%) from 2019

Revenue

Up

$7,642,973

Up $693,314 (+10.0%) from 2019

Expenses

Up

$6,991,197

Up $284,041 (+4.2%) from 2019

Net Income

Up

$651,776

Up $409,273 (+169%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $4,219,348Liabilities 2011: $416,678Net Assets 2011: $3,802,6702011Assets 2012: $4,375,990Liabilities 2012: $620,609Net Assets 2012: $3,755,3812012Assets 2013: $4,478,540Liabilities 2013: $628,486Net Assets 2013: $3,850,0542013Assets 2014: $4,886,222Liabilities 2014: $559,838Net Assets 2014: $4,326,3842014Assets 2015: $6,259,000Liabilities 2015: $537,126Net Assets 2015: $5,721,8742015Assets 2016: $6,395,577Liabilities 2016: $432,919Net Assets 2016: $5,962,6582016Assets 2017: $6,485,646Liabilities 2017: $460,071Net Assets 2017: $6,025,5752017Assets 2018: $6,487,995Liabilities 2018: $411,504Net Assets 2018: $6,076,4912018Assets 2019: $6,759,358Liabilities 2019: $388,696Net Assets 2019: $6,370,6622019Assets 2020: $7,698,103Liabilities 2020: $657,156Net Assets 2020: $7,040,9472020Assets 2021: $7,181,619Liabilities 2021: $416,282Net Assets 2021: $6,765,3372021Assets 2022: $7,073,424Liabilities 2022: $637,875Net Assets 2022: $6,435,5492022Assets 2023: $7,492,571Liabilities 2023: $511,981Net Assets 2023: $6,980,5902023Assets 2024: $9,318,272Liabilities 2024: $1,349,385Net Assets 2024: $7,968,8872024

Highlighted filing

2020

Assets$7,698,103
Liabilities$657,156
Net Assets$7,040,947

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,295,3972011Expenses 2012: $7,034,3152012Revenue 2013: $7,182,682Expenses 2013: $7,088,009Net Income 2013: $94,6732013Revenue 2014: $6,853,538Expenses 2014: $6,377,208Net Income 2014: $476,3302014Revenue 2015: $7,175,017Expenses 2015: $5,779,527Net Income 2015: $1,395,4902015Revenue 2016: $6,136,968Expenses 2016: $5,896,184Net Income 2016: $240,7842016Revenue 2017: $6,296,876Expenses 2017: $6,233,959Net Income 2017: $62,9172017Revenue 2018: $6,810,766Expenses 2018: $6,743,008Net Income 2018: $67,7582018Revenue 2019: $6,949,659Expenses 2019: $6,707,156Net Income 2019: $242,5032019Revenue 2020: $7,642,973Expenses 2020: $6,991,197Net Income 2020: $651,7762020Revenue 2021: $7,456,492Expenses 2021: $7,739,827Net Income 2021: -$283,3352021Revenue 2022: $8,290,761Expenses 2022: $8,564,518Net Income 2022: -$273,7572022Revenue 2023: $9,564,321Expenses 2023: $9,465,366Net Income 2023: $98,9552023Revenue 2024: $10,036,902Expenses 2024: $9,128,268Net Income 2024: $908,6342024

Highlighted filing

2020

Revenue$7,642,973
Expenses$6,991,197
Net Income$651,776
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$7,645,262
Mission and Program Overview

Mission

To assist the elderly, disabled and disadvantaged residents of marion county to maintain independent living status.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,699,888$3,259,815▲ $559,927
Pledges and Grants Receivable$1,445,591$1,606,106▲ $160,515
Cash and Non-Interest-Bearing Accounts$1,139,510$1,359,744▲ $220,234
Savings and Temporary Cash Investments$961,118$955,847▼ $5,271
Investments in Publicly Traded Securities$274,674$306,826▲ $32,152
Accounts Receivable$185,413$154,036▼ $31,377
Prepaid Expenses and Deferred Charges$53,164$55,729▲ $2,565
Total Assets$6,759,358$7,698,103▲ $938,745
Liabilities
Accounts Payable and Accrued Expenses$310,647$604,867▲ $294,220
Other Liabilities$74,461$48,900▼ $25,561
Deferred Revenue$3,588$3,389▼ $199
Total Liabilities$388,696$657,156▲ $268,460
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,327,132$4,596,335▲ $269,203
Net Assets With Donor Restrictions$2,043,530$2,444,612▲ $401,082
Total Net Assets Fund Balance$6,370,662$7,040,947▲ $670,285
Total Liabilities and Net Assets / Fund Balance$6,759,358$7,698,103▲ $938,745

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,142,430$2,675,746$3,818,176
Buildings$1,670,003$774,683$2,444,686
Equipment$215,392$503,878$719,270
Land$231,990-$231,990

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$238,326--$3,420$234,906
2019$207,782$30,175▲ $369-$238,326
2018$179,114$27,926▲ $742-$207,782
2017$178,374-▲ $740-$179,114
2016$177,704-▲ $670-$178,374
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer MartinezExecutive DiFT$74,612$10,527$85,139
Rhonda BlaneyFinance DireFT$60,163$9,743$69,906

Board Members and Trustees

NameTitle
Billy WoodsChairman
Bill OppenheimerVice-chairma
April SavareseDirector
Bill BrowderDirector
Felecia JudgeDirector
Jennifer WoodDirector
Louis CherubinDirector
Marty RobersonDirector
Mike McquaigDirector
Nicole BloomDirector
Robert PutzeysDirector
Ryan LacknerDirector
Samantha RaubaDirector
Bekki KoppenhaferImmediate Pa
Angie DansbySecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Experienced Care INCIn Home Care1313 EAST SILVER SPRINGS BLVD, SUITE B-2, Ocala, FL 34470$655,160
Champion Home Health Care INCIn Home Care3911 NEWBERRY RD, Gainesville, FL 32607$200,825
Simply Southern Services LLCIn Home Care1013 NE 14TH ST, Ocala, FL 34470$179,834
Cullison-wright ConstructionConstruction112 NE 12TH ST, Ocala, FL 34470$135,914
Revenue and Support

Revenue Composition

Contributions and Grants
$7,344,137
Program Service Revenue
$239,776
Investment Income
$19,631
Other Revenue
$39,429
All Other Contributions
$526,724
Change in Net Assets
$651,776

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles8$585,107Cost of Donated Vehicles
Total Noncash Contributions8$585,107-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,643,770
Revenue Not Reported on Financial Statements
$-797
Revenue Not Reported on Form 990
$388,171
Other Revenue Adjustments
$-797
Total Revenue per Audited Statements
$8,031,941
Total Revenue per Form 990
$7,642,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,909,924
Salaries, Compensation, and Employee Benefits$3,081,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,190,592$127,844-$2,318,436
Fees for Services Other$1,219,759--$1,219,759
Depreciation Depletion$491,262$28,316-$519,578
Other Employee Benefits$317,864$52,688-$370,552
All Other Expenses$172,638$57,144-$229,782
Insurance$192,969$26,917-$219,886
Payroll Taxes$114,786$49,090-$163,876
Current Officers, Directors, Trustees, and Key Employees-$155,045-$155,045
Occupancy$91,202$13,426-$104,628
Other Expenses$99,065$340-$99,065
Travel$96,053$467-$96,520
Office Expenses$56,622$34,913-$91,535
Pension Plan Contributions$8,798$64,566-$73,364
Fees for Services Accounting$12,785$13,575-$26,360
Fees for Services Legal$4,829$16,078-$20,907
Interest$942$4,244-$5,186
Advertising$1,234$1,561-$2,795
Total Functional Expenses$6,341,315$649,882$0$6,991,197

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,361,656
Expenses per Audited Statements$6,991,197
Total Expenses per Form 990$6,991,197
Expenses Not Reported on Form 990$370,459
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$797
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations Under Capital Leases$30,593
Accrued Legal Obligation$18,307
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the executive director, finance director and board treasurer. It is then distributed to board members through email or hard copy for those without email. Any concerns are addressed at the next scheduled board meeting.

Form 990, Page 6, Part VI, Line 12C

Board members abstain from any vote in which they have a conflict of interest.

Form 990, Page 6, Part VI, Line 15A

Compensation is determined by board of directors committee who review salaries for comparable positions in area.

Form 990, Page 6, Part VI, Line 15B

Compensation is determined by board of directors committee who review salaries for comparable positions in area.

Form 990, Page 6, Part VI, Line 19

Information is available per request by public.

Filing and Contact Details

Filer

Filer Name
Marion Senior Services Inc
EIN
23-7362750
Phone
3526203501
Address
1101 SW 20TH COURT, OCALA, FL 34471

Signing Officer

Name
Jennifer Martinez
Title
Executive Director
Phone
3526203501
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Martinez
Formed
1973
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
121
Volunteers
15

Preparer

Firm
Purvis Gray & Company Llp
Address
2347 SE 17TH STREET, OCALA, FL 34471
Preparer
Mark a White CPA
Phone
3527323872
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Other program services includes title iiic-1, title iiic-2, title iiie, title xxvi, alzheimer's disease initiative, home care for the elderly, local services, cdbg service facility, volunteer program, meals on wheels, preferred care and managed long-term care.

Form 990, Part IX, Line 11G

Adult day care contract 6,300 0 0 emerg alert response contract 6,588 0 0 pref care - ear contract 756 0 0 homemaker contract 486,629 0 0 personal care contract 88,706 0 0 respite-in facility contract 7,866 0 0 respite-in home contract 454,526 0 0 companion contract 58,788 0 0 nutrition consultant 400 0 0 chore contract 8,505 0 0 home health aid contract 35,540 0 0 supplemental services 65,155 0 0 total 1,219,759 0 0

Form 990, Part XI, Line 9

Fundraising expense included in part viii 797 fundraising expenses included in part viii -797

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Board designated restricted funds are available for any use as determined by the board of directors.

Schedule D, Page 3, Part X

Senior services is exempt from income taxes under section 501(c)(3)of the internal revenue code and is not a private foundation. Accordingly, the financial statements do not reflect a provision for income taxes. Senior services is no longer subject to federal and state examinations by tax authorities for years before 2017. Interest and penalties assessed to senior services, as a result of federal and state income tax positions, are recorded as an operating expense. For the year ended december 31, 2020, there were no interest or penalties in the accompanying financial statements.

Schedule D, Page 4, Part XI, Line 4B

Fundraising expense included in part viii -797

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses included in part viii 797

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IRS990/Form990PartVIISectionAGrp/PersonNm1RHONDA BLANEY
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IRS990/Form990PartVIISectionAGrp/PersonNm4LOUIS CHERUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm5ANGIE DANSBY
IRS990/Form990PartVIISectionAGrp/PersonNm6FELECIA JUDGE
IRS990/Form990PartVIISectionAGrp/PersonNm7BEKKI KOPPENHAFER
IRS990/Form990PartVIISectionAGrp/PersonNm8RYAN LACKNER
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE MCQUAIG
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL OPPENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT PUTZEYS
IRS990/Form990PartVIISectionAGrp/PersonNm12SAMANTHA RAUBA
IRS990/Form990PartVIISectionAGrp/PersonNm13MARTY ROBERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14APRIL SAVARESE
IRS990/Form990PartVIISectionAGrp/PersonNm15JENNIFER WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm16BILLY WOODS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160163
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt02875
IRS990/FundraisingDirectExpensesAmt0797
IRS990/GainOrLossGrp/OtherAmt010752
IRS990/GainOrLossGrp/SecuritiesAmt0114
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt06814538
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt012100
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0258
IRS990/GrossReceiptsAmt07645262
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt026917
IRS990/InsuranceGrp/ProgramServicesAmt0192969
IRS990/InsuranceGrp/TotalAmt0219886
IRS990/InterestGrp/ManagementAndGeneralAmt04244
IRS990/InterestGrp/ProgramServicesAmt0942
IRS990/InterestGrp/TotalAmt05186
IRS990/InvestmentIncomeGrp/ExclusionAmt08765
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08765
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0274674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0306826
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03954307
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02699888
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03259815
IRS990/LandBldgEquipCostOrOtherBssAmt07214122
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01348
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0144
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06370662
IRS990/NetAssetsOrFundBalancesEOYAmt07040947
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010866
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010866
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-797
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-797
IRS990/NetUnrlzdGainsLossesInvstAmt018509
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04327132
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04596335
IRS990/NoncashContributionsAmt0585107
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt013426
IRS990/OccupancyGrp/ProgramServicesAmt091202
IRS990/OccupancyGrp/TotalAmt0104628
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034913
IRS990/OfficeExpensesGrp/ProgramServicesAmt056622
IRS990/OfficeExpensesGrp/TotalAmt091535
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt052688
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0317864
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0370552
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1FUEL
IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENDITURES
IRS990/OtherExpensesGrp/Desc3EMERGENCY ENERGY ASSIST.
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03668
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1340
IRS990/OtherExpensesGrp/ProgramServicesAmt0793998
IRS990/OtherExpensesGrp/ProgramServicesAmt1238823
IRS990/OtherExpensesGrp/ProgramServicesAmt2237094
IRS990/OtherExpensesGrp/ProgramServicesAmt399065
IRS990/OtherExpensesGrp/TotalAmt0797666
IRS990/OtherExpensesGrp/TotalAmt1238823
IRS990/OtherExpensesGrp/TotalAmt2237434
IRS990/OtherExpensesGrp/TotalAmt399065
IRS990/OtherLiabilitiesGrp/BOYAmt074461
IRS990/OtherLiabilitiesGrp/EOYAmt048900
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0GAS TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE LOSS REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt036544
IRS990/OtherRevenueMiscGrp/ExclusionAmt13682
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt036544
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13682
IRS990/OtherRevenueTotalAmt040226
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0127844
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02190592
IRS990/OtherSalariesAndWagesGrp/TotalAmt02318436
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049090
IRS990/PayrollTaxesGrp/ProgramServicesAmt0114786
IRS990/PayrollTaxesGrp/TotalAmt0163876
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt064566
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08798
IRS990/PensionPlanContributionsGrp/TotalAmt073364
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01445591
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01606106
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053164
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055729
IRS990/PrincipalOfficerNm0JENNIFER MARTINEZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0485000
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/BusinessCd2621610
IRS990/ProgramServiceRevenueGrp/BusinessCd3621610
IRS990/ProgramServiceRevenueGrp/BusinessCd4621610
IRS990/ProgramServiceRevenueGrp/Desc0MCSS TRANS. CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT CONTRIBUTIONS AND FEES
IRS990/ProgramServiceRevenueGrp/Desc2PREFERRED CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc3CLIENT CO-PAY
IRS990/ProgramServiceRevenueGrp/Desc4MANAGED LONG TERM CARE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt094887
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt173934
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt233655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt323091
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt414209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt094887
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt173934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt233655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt323091
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt414209
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES HOME CARE SERVICES, INCLUDING ADULT DAY CARE, PERSONAL CARE, HOMEMAKER, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE, CASE AID, AND CASE MANAGEMENT TO FUNCTIONALLY IMPAIRED ELDERLY PERSONS TO HELP THEM LIVE INDEPENDENT LIVES. CCE IS FUNDED THROUGH THE STATE OF FLORIDA GENERAL REVENUE FUND.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0962318
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt023091
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE IIIB IS A FEDERAL PROGRAM THROUGH THE OLDER AMERICANS ACT. IT PROVIDES PERSONS AGE 60 AND OVER TO RECEIVE HOMEMAKER SERVICES, TELEPHONE REASSURANCE AND EMERGENCY ALERT RESPONSE SERVICES TO HELP THEM LIVE INDEPENDENT LIVES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0493294
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDES TITLE IIIC-1, TITLE IIIC-2, TITLE IIIE, TITLE XXVI, ALZHEIMER'S DISEASE INITIATIVE, HOME CARE FOR THE ELDERLY, LOCAL SERVICES, CDBG SERVICE FACILITY, VOLUNTEER PROGRAM, MEALS ON WHEELS, PREFERRED CARE AND MANAGED LONG-TERM CARE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01709882
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt070698
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06191384
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014119

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.32$1.35$7.97$10.0$9.13$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.51$6.98$9.56$9.47$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.64$6.44$8.29$8.56$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.42$6.77$7.46$7.74$0.28
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.66$7.04$7.64$6.99$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.39$6.37$6.95$6.71$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.41$6.08$6.81$6.74$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.46$6.03$6.30$6.23$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.43$5.96$6.14$5.90$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.54$5.72$7.18$5.78$1.40
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.56$4.33$6.85$6.38$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.48$0.63$3.85$7.18$7.09$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.62$3.76$7.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.42$3.80$7.30