Civic Intelligence

Senior Resource Association Inc

EIN 59-1539957 • 501(c)3 • Vero Beach, FL

Profile

The senior resourse association promotes independence and dignity in our community by providing services to older adults and transportation to all.

694 14th StreetVero Beach, FL 32960

www.seniorresourceassociation.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.17x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

27th percentile

0.08x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

76th percentile

$293,205

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

22%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$8,817,077

Up $1,403,983 (+19%) from 2024

Liabilities

Up

$1,490,596

Up $497,203 (+50%) from 2024

Net Assets

Up

$7,326,481

Up $906,780 (+14%) from 2024

Revenue

Up

$18,668,027

Up $3,379,168 (+22%) from 2024

Expenses

Up

$17,770,641

Up $1,828,044 (+11%) from 2024

Net Income

Up

$897,386

Up $1,551,124 (+237%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $5,372,678Liabilities 2010: $1,650,621Net Assets 2010: $3,722,0572010Assets 2011: $5,052,539Liabilities 2011: $1,433,294Net Assets 2011: $3,619,2452011Assets 2012: $4,393,668Liabilities 2012: $1,251,477Net Assets 2012: $3,142,1912012Assets 2013: $6,183,163Liabilities 2013: $1,399,369Net Assets 2013: $4,783,7942013Assets 2014: $5,625,528Liabilities 2014: $1,258,938Net Assets 2014: $4,366,5902014Assets 2015: $6,493,954Liabilities 2015: $1,412,564Net Assets 2015: $5,081,3902015Assets 2016: $7,051,847Liabilities 2016: $1,612,298Net Assets 2016: $5,439,5492016Assets 2017: $7,209,241Liabilities 2017: $1,446,206Net Assets 2017: $5,763,0352017Assets 2018: $6,713,650Liabilities 2018: $783,260Net Assets 2018: $5,930,3902018Assets 2019: $6,606,426Liabilities 2019: $865,560Net Assets 2019: $5,740,8662019Assets 2020: $7,230,455Liabilities 2020: $1,801,484Net Assets 2020: $5,428,9712020Assets 2021: $8,451,847Liabilities 2021: $940,454Net Assets 2021: $7,511,3932021Assets 2022: $7,772,796Liabilities 2022: $834,248Net Assets 2022: $6,938,5482022Assets 2023: $8,322,901Liabilities 2023: $1,041,955Net Assets 2023: $7,280,9462023Assets 2024: $7,413,094Liabilities 2024: $993,393Net Assets 2024: $6,419,7012024Assets 2025: $8,817,077Liabilities 2025: $1,490,596Net Assets 2025: $7,326,4812025

Highlighted filing

2025

Assets$8,817,077
Liabilities$1,490,596
Net Assets$7,326,481

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,399,7932010Expenses 2011: $5,844,4252011Expenses 2012: $5,908,5182012Expenses 2013: $5,677,6102013Revenue 2014: $5,784,163Expenses 2014: $6,203,269Net Income 2014: -$419,1062014Revenue 2015: $7,010,565Expenses 2015: $6,293,789Net Income 2015: $716,7762015Revenue 2016: $7,102,103Expenses 2016: $6,745,531Net Income 2016: $356,5722016Revenue 2017: $8,103,975Expenses 2017: $7,779,349Net Income 2017: $324,6262017Revenue 2018: $8,028,811Expenses 2018: $7,863,831Net Income 2018: $164,9802018Revenue 2019: $8,287,257Expenses 2019: $8,476,781Net Income 2019: -$189,5242019Revenue 2020: $8,585,746Expenses 2020: $8,897,641Net Income 2020: -$311,8952020Revenue 2021: $10,763,473Expenses 2021: $9,868,883Net Income 2021: $894,5902021Revenue 2022: $11,050,841Expenses 2022: $11,388,897Net Income 2022: -$338,0562022Revenue 2023: $13,209,507Expenses 2023: $13,322,400Net Income 2023: -$112,8932023Revenue 2024: $15,288,859Expenses 2024: $15,942,597Net Income 2024: -$653,7382024Revenue 2025: $18,668,027Expenses 2025: $17,770,641Net Income 2025: $897,3862025

Highlighted filing

2025

Revenue$18,668,027
Expenses$17,770,641
Net Income$897,386

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.82$1.49$7.33$18.7$17.8$0.90
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.99$6.42$15.3$15.9$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$1.04$7.28$13.2$13.3$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$0.83$6.94$11.1$11.4$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.45$0.94$7.51$10.8$9.87$0.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$1.80$5.43$8.59$8.90$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.87$5.74$8.29$8.48$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.78$5.93$8.03$7.86$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$1.45$5.76$8.10$7.78$0.32
2016Detailed filing. Detailed filing data is available for this year.$7.05$1.61$5.44$7.10$6.75$0.36
2015Detailed filing. Detailed filing data is available for this year.$6.49$1.41$5.08$7.01$6.29$0.72
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$1.26$4.37$5.78$6.20$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$1.40$4.78$5.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$1.25$3.14$5.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$1.43$3.62$5.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$1.65$3.72$5.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 13, 2026
Return Version
2024v5.1
Gross Receipts
$18,869,279
Mission and Program Overview

Mission

The Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,656,098$5,060,532▲ $1,404,434
Pledges and Grants Receivable$1,712,663$1,448,585▼ $264,078
Savings and Temporary Cash Investments$859,086$1,155,145▲ $296,059
Cash and Non-Interest-Bearing Accounts$677,018$450,638▼ $226,380
Prepaid Expenses and Deferred Charges$271,534$293,435▲ $21,901
Investments Other Securities$117,028$130,433▲ $13,405
Accounts Receivable$30,087$27,624▼ $2,463
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$7,413,094$8,817,077▲ $1,403,983
Other Assets Total$89,580$250,685▲ $161,105
Liabilities
Accounts Payable and Accrued Expenses$949,945$1,313,555▲ $363,610
Other Liabilities$43,448$177,041▲ $133,593
Total Liabilities$993,393$1,490,596▲ $497,203
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,178,043$4,292,559▲ $1,114,516
Net Assets Without Donor Restrictions$3,241,658$3,033,922▼ $207,736
Total Net Assets Fund Balance$6,419,701$7,326,481▲ $906,780
Total Liabilities and Net Assets / Fund Balance$7,413,094$8,817,077▲ $1,403,983

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$634,046$6,484,811$7,118,857
Buildings$1,845,096$1,904,922$3,750,018
Equipment$2,364,289$642,925$3,007,214
Land$217,101-$217,101

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$117,409$13,024--$130,433
2023$47,252$60,000▲ $10,157-$117,409
2022$43,252-▲ $4,452-$47,252
2021$0$50,000▼ $6,406-$43,252
2020$0---$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen DeiglCEO/PresidentFT$219,333$73,872$293,205
Gabriel PedreroCFOFT$164,546$35,350$199,896
Christopher StephensonDirector of TransitFT$137,136$9,627$146,763
Lizbeth BrunerVP of PhilanthropyFT$105,424$10,129$115,553

Board Members and Trustees

NameTitle
James G Vitter III VitterChairman
Don WrightPast Chairman
Lisa Thompson BarnesVice-Chairman
Brian LangworthyDirector
Ginger AtwoodDirector
James B GreggDirector
Jan WilliamsDirector
Linda WaltonDirector
Nora BerryDirector
Robin RaiffDirector
Susan OglesbyDirector
Trudie RainoneDirector
Dawn MichaelSecretary
Charlie GislerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aatc INC Dba Wheel Get You ThereContracted transportation6961 HERITAGE DR, Port Saint Lucie, FL 34952$1,539,962
Metz Culinary ManagementClient ServicesTwo Woodland Dr, Dallas, PA 18612$945,521
Ultimate Comfort Transportation LLCContracted Transportation6317 SPRING LAKE TER, Fort Pierce, FL 34951$840,408
Senior Helpers Of The Treasure CoastClient Services10 SE CENTRAL PARKWAY SUITE 11, Stuart, FL 34994$488,751
Council On Aging Of St Lucie INCContracted Transportation2501 SW BAYSHORE BLVD, Port Saint Lucie, FL 34984$301,164
Revenue and Support

Revenue Composition

Contributions and Grants
$17,882,205
Program Service Revenue
$404,536
Investment Income
$50,516
Other Revenue
$330,770
All Other Contributions
$1,183,554
Change in Net Assets
$897,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,668,027
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$210,646
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$18,878,673
Total Revenue per Form 990
$18,668,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,962,946
Salaries, Compensation, and Employee Benefits$7,198,233
Grants and Similar Amounts Paid$2,609,462
Total Fundraising Expense$539,527
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,038,963$1,184,336$151,773$5,375,072
Fees for Services Other$3,565,548$105,109$60,077$3,730,734
Grants to Domestic Individuals$2,609,462--$2,609,462
Occupancy$1,363,235$159,370$53,860$1,576,465
Depreciation Depletion$963,747-$338$964,085
Other Employee Benefits$517,928$151,035$11,433$680,396
Travel$581,052$12,887$280$594,219
Current Officers, Directors, Trustees, and Key Employees$244,191$141,100$120,446$505,737
Payroll Taxes$359,157$98,673$21,747$479,577
Insurance$287,605$65,182$4,423$357,210
Office Expenses$174,444$44,861$60,425$279,730
Pension Plan Contributions$111,989$42,833$2,629$157,451
Fees for Services Legal$25,248$21,022$12,015$58,285
Advertising$45,538$6,940$4,021$56,499
Fees for Services Accounting$24,099$20,065$11,469$55,633
Other Expenses$24,415$3,902$560$28,877
Total Functional Expenses$15,122,896$2,108,218$539,527$17,770,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,002,623
Expenses per Audited Statements$17,770,641
Total Expenses per Form 990$17,770,641
Expenses Not Reported on Form 990$231,982
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$500,188
Fundraising Direct Expenses$201,252
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$469,999$340,754$18,592$322,162
Box Lunch Bingo$159,434$159,434$18,984$140,450
Total Events$629,433$500,188$201,252$298,936
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$177,041
Lease Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

The CEO/President, Board Treasurer, and CFO review the 990. The Form 990 is then made available to all board members.

Form 990, Part VI, Line 12C Conflict of interest policy

It is policy that board members and employees update the chief personnel officer if there are changes.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Following the by-laws, a personnel committee is responsible for the annual review of the President/CEO. The committee consists of the Chairman of the Board and a minimum of two additional board members. A performance evaluation is completed by the committee, mutually agreed upon, and presented and discussed with the president/CEO. Mutually agreed upon goals are set for the coming year. If an increase in pay is granted, the committee considers data such as cost of living, average merit, and alignment with the rest of the organization. All employees, including key employees, do a written self-evaluation which is given to their immediate supervisors. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed upon goals are set for the coming year.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

All employees, including key employees, do a written self-evaluation which is given to their immediate supervisors. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed upon goals are set for the coming year.

Form 990, Part VI, Line 19 Required documents available to the public

The Association falls under the Sunshine Law and has an open records policy. This statute allows public access to meetings and records. Tax returns are available on Candid.

Filing and Contact Details

Filer

Filer Name
Senior Resource Association Inc
EIN
59-1539957
Phone
7725690760
Address
694 14th Street, Vero Beach, FL 32960

Signing Officer

Name
Karen Deigl
Title
CEO
Phone
7725690760
Signed
2026-03-13
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
164
Volunteers
323

Preparer

Firm
Mauldin & Jenkins LLC
Address
1401 Manatee Avenue West Suite 1200, Bradenton, FL 34205
Preparer
Brian Carter
Phone
9417474483
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A-4C Description of program services

(Expenses $ 821,166 including grants of $)(Revenue $ 302,581) Adult Day Care: Provides coordinated health, social, and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments. 102 unduplicated clients served; 82.35% deferred from nursing home placement.

Form 990, Part III, Line 4A-4C Description of program services

(Expenses $ 312,080 including grants of $) Guardian Program: 39 wards total were served, 38 public and 1 professional.

Form 990, Part IX, Line 11G Other Fees

LEASED EMPLOYEES: - Total Expense: 3439311, Program Service Expense: 3439311, Management and General Expenses: , Fundraising Expenses: ; OTHER CONTRACT SERVICES: - Total Expense: 291423, Program Service Expense: 126237, Management and General Expenses: 105109, Fundraising Expenses: 60077;

Form 990, Part XII, Line 2C

The audit committee that has direct oversight of the audit process, with ultimate oversight by the board of directors.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

The Endowment investment objective of the Association is to provide for the Association's long-term principal value of the investments and to support Association programming as budgeted and directed by the Board of Directors on an annual basis. The investment goals for the funds of the Endowment are: meet the payout requirements of the endowment, provide sufficient liquidity to meet distribution requirements, and earn a reasonable return on investment.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The Organization qualifies as a charitable organization as defined by Internal Revenue Code Section 501(c)(3) and, accordingly is exempt from federal income taxes under Internal Revenue Code Section 501(a). It is the Organization's policy to account for any uncertainties in income tax law in accordance with FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. ASC 740-10 clarifies the accounting for uncertain income tax positions and requires that the Organization recognize the impact of such a tax position in its financial statements if, upon ultimate settlement, that position is more-likely-than not to be sustained. Management has evaluated the Organization's tax positions and concluded that the Organization has maintained its tax-exempt status and has taken no uncertain tax positions that require adjustment to the financial statements. As a result, no provision or liability for income taxes has been included in the financial statements.

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

Special event expenses - 201252

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

SRA Foundation EIN: 33-4771891 - 30730 Special event expenses - 201252

Raw XML AppendixShowing 400 of 797 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Transportation: Community Coach: Door-to-door wheelchair-capable pick-up and drop-off service to eligible customers throughout Indian River County. Community Coach: 48,257 one-way trips. GoLine: Public transportation service on 14 fixed routes in the county for riders 12 years or older; riders under 12 must be accompanied by an adult. GoLine: 1,508,997 one-way trips.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Charlie Gisler
IRS990/Form990PartVIISectionAGrp/PersonNm1Dawn Michael
IRS990/Form990PartVIISectionAGrp/PersonNm2James G Vitter III Vitter
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IRS990/Form990PartVIISectionAGrp/PersonNm14Gabriel Pedrero
IRS990/Form990PartVIISectionAGrp/PersonNm15Karen Deigl
IRS990/Form990PartVIISectionAGrp/PersonNm16Christopher Stephenson
IRS990/Form990PartVIISectionAGrp/PersonNm17Lizbeth Bruner
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