Civic Intelligence

Collier County Senior

EIN 27-0946278 • 501(c)3 • Naples, FL

Profile

To facilitate access to comprehensive services and resources that enhance the quality of life of older adults and caregivers in collier county, empowering them to maintain independent and meaningful lives.

4898 Coronado ParkwayNaples, FL 34116

www.collierseniorcenter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.01x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Assets

Up

$971,513

Up $133,149 (+16%) from 2023

Liabilities

Down

$5,178

Down $642 (-11%) from 2023

Net Assets

Up

$966,335

Up $133,791 (+16%) from 2023

Revenue

Up

$669,072

Up $172,528 (+35%) from 2023

Expenses

Up

$535,281

Up $90,491 (+20%) from 2023

Net Income

Up

$133,791

Up $82,037 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2015: $284,834Liabilities 2015: $27,706Net Assets 2015: $257,1282015Assets 2016: $487,112Liabilities 2016: $37,831Net Assets 2016: $449,2812016Assets 2017: $467,487Liabilities 2017: $25,937Net Assets 2017: $441,5502017Assets 2018: $517,140Liabilities 2018: $34,210Net Assets 2018: $482,9302018Assets 2019: $738,707Liabilities 2019: $47,846Net Assets 2019: $690,8612019Assets 2020: $647,241Liabilities 2020: $51,817Net Assets 2020: $595,4242020Assets 2021: $719,422Liabilities 2021: $51,909Net Assets 2021: $667,5132021Assets 2022: $801,398Liabilities 2022: $19,508Net Assets 2022: $781,8902022Assets 2023: $838,364Liabilities 2023: $5,820Net Assets 2023: $832,5442023Assets 2024: $971,513Liabilities 2024: $5,178Net Assets 2024: $966,3352024

Highlighted filing

2024

Assets$971,513
Liabilities$5,178
Net Assets$966,335

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2015: $218,632Expenses 2015: $190,581Net Income 2015: $28,0512015Revenue 2016: $264,945Expenses 2016: $240,792Net Income 2016: $24,1532016Revenue 2017: $319,831Expenses 2017: $243,562Net Income 2017: $76,2692017Revenue 2018: $419,274Expenses 2018: $293,894Net Income 2018: $125,3802018Revenue 2019: $636,139Expenses 2019: $344,208Net Income 2019: $291,9312019Revenue 2020: $437,351Expenses 2020: $348,756Net Income 2020: $88,5952020Revenue 2021: $458,187Expenses 2021: $436,288Net Income 2021: $21,8992021Revenue 2022: $615,613Expenses 2022: $501,236Net Income 2022: $114,3772022Revenue 2023: $496,544Expenses 2023: $444,790Net Income 2023: $51,7542023Revenue 2024: $669,072Expenses 2024: $535,281Net Income 2024: $133,7912024

Highlighted filing

2024

Revenue$669,072
Expenses$535,281
Net Income$133,791

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$669,072
Mission and Program Overview

Mission

To enhance the quality of life for low income seniors in collier county.

To enhance the quality of life for low-income seniors in collier county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$487,653$504,466▲ $16,813
Cash and Non-Interest-Bearing Accounts$263,380$406,633▲ $143,253
Land, Buildings, and Equipment, Net$29,797$27,535▼ $2,262
Prepaid Expenses and Deferred Charges$14,049$17,529▲ $3,480
Pledges and Grants Receivable$43,485$15,350▼ $28,135
Total Assets$838,364$971,513▲ $133,149
Liabilities
Accounts Payable and Accrued Expenses$5,820$5,178▼ $642
Total Liabilities$5,820$5,178▼ $642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$789,881$889,762▲ $99,881
Net Assets With Donor Restrictions$42,663$76,573▲ $33,910
Total Net Assets Fund Balance$832,544$966,335▲ $133,791
Total Liabilities and Net Assets / Fund Balance$838,364$971,513▲ $133,149

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$945$81,695$82,640
Equipment$2,721$50,699$53,420
Other Land Buildings$23,869-$23,869
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esther LullyDirectorFT$73,923$8,028$81,951

Board Members and Trustees

NameTitle
Jim BartonChair
Robert ReynenVice Chair
Allan StikeleatherDirector
Dick RoganDirector
Fernanda GuerreroDirector
Katy KuriliDirector
Kris FishmanDirector
Rob McnaghtenDirector
Sharon RothDirector
Kayda JohnsonSecretary
Mike IsermannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$651,058
Program Service Revenue
$0
Investment Income
$18,014
Other Revenue
$0
All Other Contributions
$651,058
Change in Net Assets
$133,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$669,072
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$51,240
Total Revenue per Audited Statements
$720,312
Total Revenue per Form 990
$669,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$244,054
Other Expenses$205,554
Grants and Similar Amounts Paid$85,673
Total Fundraising Expense$56,133
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$162,103--$162,103
Grants to Domestic Individuals$85,673--$85,673
Current Officers, Directors, Trustees, and Key Employees$81,951--$81,951
Fees for Services Other$32,405$30,943$14,250$77,598
Conferences and Meetings$466-$30,818$31,284
Office Expenses$19,933$1,465$3,676$25,074
All Other Expenses$8,249$577$7,089$15,915
Occupancy$12,380$150$300$12,830
Fees for Services Accounting-$6,300-$6,300
Insurance-$4,680-$4,680
Advertising$4,499--$4,499
Depreciation Depletion$2,552--$2,552
Travel-$1,134-$1,134
Other Expenses$204--$204
Total Functional Expenses$433,899$45,249$56,133$535,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$586,521
Expenses per Audited Statements$535,281
Total Expenses per Form 990$535,281
Expenses Not Reported on Form 990$51,240
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Section A, Line 2

In 2022, kris fishman joined the board, she is jim barton's daughter.

Form 990, Part VI, Section B, Line 11B

The treasurer provides each member of the committee a copy of the 990 to review by email and is reviewed at the board of directors meeting prior to submission to the irs.

Form 990, Part VI, Section B, Line 12C

Board members are required to disclose any interest with persons or vendors that collier county senior resource center does business with. If a potential conflict arises, the interested person must disclose the conflict and also is prohibited from any discussion of or vote in connection with the matter unless invited to respond to questions or provide factual information by the board or committee chair. At the annual meeting of the collier senior center board of directors, which is usually in january or february, the board members are asked to sign a reaffirmation of their commitment to collier senior center which includes conflict of interest and confidentiality. Additionally, when a new individual joins the board, he/she also signs the commitment form. 100% compliance.

Form 990, Part VI, Section B, Line 15

Annual written review and in-person meeting with senior center director with one board member and collier senior center's consultant (sallie williams) with appraisal submitted to executive committee for approval before completion. The process described here was last completed in 2025.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Collier County Senior
EIN
27-0946278
Phone
2392524541
Address
4898 CORONADO PARKWAY, NAPLES, FL 34116
Doing Business As
Collier Senior Center

Signing Officer

Name
James Barton
Title
Board Chair
Phone
2392524541
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Barton
Formed
2009
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
11
Employees
4
Volunteers
65

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Amelia Cooper
Phone
2392628686
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional & contract services: program service expenses 32,405. Management and general expenses 30,943. Fundraising expenses 14,250. Total expenses 77,598.

Financial Statement Notes

PART X, LINE 2:

The organization follows the income tax standard for uncertain tax positions. As a result of the application, the organization was not required to recognize a liability for unrecognized tax benefits.

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IRS990/OfficeExpensesGrp/TotalAmt025074
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1DUES & SUPSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt023484
IRS990/OtherExpensesGrp/ProgramServicesAmt1204
IRS990/OtherExpensesGrp/TotalAmt023484
IRS990/OtherExpensesGrp/TotalAmt1204
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0162103
IRS990/OtherSalariesAndWagesGrp/TotalAmt0162103
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt043485
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015350
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014049
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017529
IRS990/PrincipalOfficerNm0JIM BARTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0STARTING IN 2018, COLLIER SENIOR CENTER IS A SAFETY NET FOR MODERATE AND LOW-INCOME SENIORS (INCOMES LESS THAN 175% FEDERAL POVERTY LEVEL) BY PROVIDING EMERGENCY FINANCIAL ASSISTANCE FOR SENIORS IN NEED TO IMPROVE THE QUALITY OF LIFE AND ALLEVIATE THEIR FINANCIAL BURDEN AND EMOTIONAL STRESS. THE DIRECT ASSISTANCE DISBURSEMENTS PAID TO LANDLORDS, UTILITY COMPANIES, DOCTORS AND PHARMACIES HELP COVER UTILITY SHUT-OFFS, EYEGLASSES, RENT PAYMENTS, GAS CARDS, AND DOCTOR AND DENTIST BILLS, MEDICATIONS, ETC. COLLIER SENIOR CENTER--GOLDEN GATE ACCEPTS REFERRALS FROM A WIDE NUMBER OF LOCAL AGENCIES. THE SENIOR PROVIDES DOCUMENTATION THAT PROVE FINANCIAL HARDSHIP AND THAT ALL OTHER RESOURCES HAD BEEN EXHAUSTED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt085673
IRS990/ProgSrvcAccomActy2Grp/GrantAmt085673
IRS990/ProgSrvcAccomActy3Grp/Desc0THE UPSLIDE (UTILIZING AND PROMOTING SOCIAL ENGAGEMENT FOR LONELINESS, ISOLATION, AND DEPRESSION IN THE ELDERLY) PROGRAM, STARTED IN 2019, AIMS TO BREAK THE CYCLE OF LONELINESS WHICH PRODUCES DEPRESSION, COGNITIVE DECLINE, PHYSICAL DECLINE, AND ISOLATION THROUGH COUNSELING AND SOCIALIZATION IN AT-RISK WOMEN AGE 60 AND OLDER. THE ASSESSMENT COVERS THE THREE AREAS OF ISOLATION, LONELINESS AND DEPRESSION. BI-LINGUAL COUNSELING HELPS ACTIVITY PLAN, PROVIDES COACHING ON ESTABLISHING AND MAINTAINING FRIENDSHIPS. MENTAL HEALTH COUNSELORS PROVIDE ASSESSMENT VISITS, INDIVIDUAL COUNSELING, EXPLORING OPTIONS FOR SOCIAL ENGAGEMENT, FRIENDLY CHAT GROUPS, REFERRALS/RESOURCES, SUPPORT AND FOLLOW-UP.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028692
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0484057
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062765
IRS990/PYInvestmentIncomeAmt012487
IRS990/PYOtherExpensesAmt0174954
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt051754
IRS990/PYSalariesCompEmpBnftPaidAmt0207071
IRS990/PYTotalExpensesAmt0444790
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0496544
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0133791
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0487653
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0504466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0651058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0484057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0614814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0457788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0430555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02638272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02146
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033842
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70130
IRS990ScheduleA/PublicSupportPY170Pct00.78710
IRS990ScheduleA/PublicSupportTotal170Amt01874001
IRS990ScheduleA/SubstantialContributorsTotAmt0764271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0651058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0484057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0614814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0457788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0430555
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02638272
IRS990ScheduleA/TotalSupportAmt02672114
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt051240
IRS990ScheduleD/DonatedServicesUseFcltsAmt051240
IRS990ScheduleD/EquipmentGrp/BookValueAmt02721
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050699
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053420
IRS990ScheduleD/ExpensesNotReportedAmt051240
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0535281
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0945
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt081695
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082640
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023869
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023869
IRS990ScheduleD/RevenueNotReportedAmt051240
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0669072
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. AS A RESULT OF THE APPLICATION, THE ORGANIZATION WAS NOT REQUIRED TO RECOGNIZE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027535
IRS990ScheduleD/TotalExpensesPerForm990Amt0535281
IRS990ScheduleD/TotalRevenuePerForm990Amt0669072
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0720312
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0586521
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07341
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt153527
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt29540
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt38363
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt46902
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TRANSPORTATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1RENT/HOMEOWNER ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2MEDICAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3UTILITIES ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4OTHER CLIENT ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt192
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt224
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt326
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt424
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ELIGIBILITY REQUIREMENTS: 60 YEARS OR OLDER, COLLIER COUNTY RESIDENT, WITHIN 175% FEDERAL POVERTY LINE, ALL OTHER RESOURCES EXHAUSTED; FUNDS ARE NOT GIVEN TO SENIOR BUT RATHER CHECKS ARE WRITTEN TO THE VENDOR, LANDLORD, UTILITY, DOCTOR, ETC. GAS CARDS ARE GIVEN TO SENIOR TO HELP WITH TRANSPORTATION COSTS. EMERGENCY DIRECT ASSISTANCE FUNDS ARE GENERALLY LIMITED TO $500 PER SENIOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN 2022, KRIS FISHMAN JOINED THE BOARD, SHE IS JIM BARTON'S DAUGHTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER PROVIDES EACH MEMBER OF THE COMMITTEE A COPY OF THE 990 TO REVIEW BY EMAIL AND IS REVIEWED AT THE BOARD OF DIRECTORS MEETING PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTEREST WITH PERSONS OR VENDORS THAT COLLIER COUNTY SENIOR RESOURCE CENTER DOES BUSINESS WITH. IF A POTENTIAL CONFLICT ARISES, THE INTERESTED PERSON MUST DISCLOSE THE CONFLICT AND ALSO IS PROHIBITED FROM ANY DISCUSSION OF OR VOTE IN CONNECTION WITH THE MATTER UNLESS INVITED TO RESPOND TO QUESTIONS OR PROVIDE FACTUAL INFORMATION BY THE BOARD OR COMMITTEE CHAIR. AT THE ANNUAL MEETING OF THE COLLIER SENIOR CENTER BOARD OF DIRECTORS, WHICH IS USUALLY IN JANUARY OR FEBRUARY, THE BOARD MEMBERS ARE ASKED TO SIGN A REAFFIRMATION OF THEIR COMMITMENT TO COLLIER SENIOR CENTER WHICH INCLUDES CONFLICT OF INTEREST AND CONFIDENTIALITY. ADDITIONALLY, WHEN A NEW INDIVIDUAL JOINS THE BOARD, HE/SHE ALSO SIGNS THE COMMITMENT FORM. 100% COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL WRITTEN REVIEW AND IN-PERSON MEETING WITH SENIOR CENTER DIRECTOR WITH ONE BOARD MEMBER AND COLLIER SENIOR CENTER'S CONSULTANT (SALLIE WILLIAMS) WITH APPRAISAL SUBMITTED TO EXECUTIVE COMMITTEE FOR APPROVAL BEFORE COMPLETION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 32,405. MANAGEMENT AND GENERAL EXPENSES 30,943. FUNDRAISING EXPENSES 14,250. TOTAL EXPENSES 77,598.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0838364
IRS990/TotalAssetsEOYAmt0971513
IRS990/TotalAssetsGrp/BOYAmt0838364
IRS990/TotalAssetsGrp/EOYAmt0971513
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0651058
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt056133
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045249

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