Civic Intelligence

Senior Resource Association Inc.

990 • Fiscal year 2014 • EIN 59-1539957

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 28, 2014

694 14th Street32960

(772) 569-0760

Siviq Scores

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

Liabilities / Assets

54th percentile

0.22x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.22x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

20th percentile

-7.2%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$113,268

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

10th percentile

-9.0%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$5,625,528

Down $557,635 (-9.0%) from 2013

Net Assets

Down

$4,366,590

Down $417,204 (-8.7%) from 2013

Liabilities

Down

$1,258,938

Down $140,431 (-10%) from 2013

Revenue

$5,784,163

No earlier filing loaded for comparison.

Expenses

Up

$6,203,269

Up $525,659 (+9.3%) from 2013

Net Income

-$419,106

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$5,625,528
Liabilities$1,258,938
Net Assets$4,366,590

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$5,784,163
Expenses$6,203,269
Net Income-$419,106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 28, 2014
Return Version
2013v3.0
Gross Receipts
$5,864,632
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.

The senior resourse 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$5,174,391$4,842,073▼ $332,318
Pledges and Grants Receivable$404,354$270,212▼ $134,142
Accounts Receivable$155,248$227,346▲ $72,098
Prepaid Expenses and Deferred Charges$185,328$189,645▲ $4,317
Savings and Temporary Cash Investments$109,130$17,562▼ $91,568
Investments in Publicly Traded Securities$11,664$13,208▲ $1,544
Intangible Assets-$2,618-
Total Assets$6,183,163$5,625,528▼ $557,635
Other Assets Total$143,048$62,864▼ $80,184
Liabilities
Mortgage Notes Payable Secured by Investment Property$577,913$514,466▼ $63,447
Accounts Payable and Accrued Expenses$572,540$488,618▼ $83,922
Deferred Revenue$248,916$255,854▲ $6,938
Total Liabilities$1,399,369$1,258,938▼ $140,431
Net Assets / Fund Balance
Unrestricted Net Assets$2,196,607$2,230,886▲ $34,279
Temporarily Rstr Net Assets$2,587,187$2,135,704▼ $451,483
Total Net Assets Fund Balance$4,783,794$4,366,590▼ $417,204
Total Liabilities and Net Assets / Fund Balance$6,183,163$5,625,528▼ $557,635

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,514,716$4,157,932$6,672,648
Buildings$1,363,419$1,461,719$2,825,138
Land$963,938-$963,938
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen DeiglCEO/presidentFT$88,106$25,162$113,268
Jennifer JohnsonFinance DirectorFT$70,842$12,443$83,285

Board Members and Trustees

NameTitle
Pud Powell LawrenceChairman
Lorraine GartnerDirector/chairman
Mary SingerDirector/vice Chairman
Dawn MichaelVice Chairman
Carrie LudickeDirector
Cheryl Banack RoselandDirector
Denise BattagliniDirector
Eugene BayDirector
Judy B LukeDirector
Tracey P BentonDirector
Barbara PowerSecretary
RON D'HAESELEERTreasurer
Randy MacmillanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,025,835
Program Service Revenue
$734,991
Investment Income
$1,048
Other Revenue
$22,289
All Other Contributions
$204,375
Change in Net Assets
$-419,106

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,784,163
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$144,152
Total Revenue per Audited Statements
$5,928,315
Total Revenue per Form 990
$5,784,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,614,178
Salaries, Compensation, and Employee Benefits$849,855
Grants and Similar Amounts Paid$739,236
Total Fundraising Expense$140,609
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,809,905$40,366$73,070$1,923,341
Travel$989,061$520$512$990,093
Depreciation Depletion$714,038$26,961-$740,999
Grants to Domestic Individuals$739,236--$739,236
Other Salaries and Wages$562,428$129$14,167$576,724
Occupancy$264,397$3,819$1,623$269,839
Insurance$256,819$9,636$2,580$269,035
Office Expenses$201,467$4,632$34,052$240,151
Current Officers, Directors, Trustees, and Key Employees$205,332$419$3,985$209,736
Fees for Services Legal$40,243$196$6$40,445
Other Employee Benefits$32,501$6$1,210$33,717
Payroll Taxes$28,305$7$555$28,867
Fees for Services Accounting$23,016$4,312$672$28,000
Advertising$23,076$942$1,525$25,543
Interest$7,914$298$176$8,388
Other Expenses$5,844$29$310$6,183
Pension Plan Contributions$761-$50$811
Total Functional Expenses$5,968,883$93,777$140,609$6,203,269

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,345,519
Expenses per Audited Statements$6,203,269
Total Expenses per Form 990$6,203,269
Expenses Not Reported on Form 990$142,250
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,903
Fundraising Direct Expenses$9,140
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$35,100$35,100$3,600$31,500
Total Events$35,903$35,903$9,140$26,763
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 B, Line 11

The ceo/president, board treasurer and finance director review the 990. The form 990 is then made available to all board members.

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

It is policy that board members and employees update the human resource director if there are changes.

Form 990, Part VI, Section B, Line 15

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 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 supervisor. The supervisor completes a performance evaluation and discusses the evaluation with the employee. Mutually agreed goals are set for the coming year. The same data is considered if an increase pay is granted.

Form 990, Part VI, Section C, Line 19

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 guidestar.

Filing and Contact Details

Filer

EIN
59-1539957
Phone
7725690760

Signing Officer

Name
Karen Deigl
Title
CEO/president
Phone
7725690760
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Deigl
Formed
1974
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
162

Preparer

Preparer
Casper J Jacoby
Phone
7725624158
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Leased employee expenses: program service expenses 1,732,174. Management and general expenses 38,900. Fundraising expenses 57,260. Total expenses 1,828,334. Temporary labor: program service expenses 23,753. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,753. Employee leasing fees: program service expenses 33,265. Management and general expenses 1,466. Fundraising expenses 146. Total expenses 34,877. Technical services: program service expenses 9,728. Management and general expenses 0. Fundraising expenses 155. Total expenses 9,883. Chorus fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 8,917. Total expenses 8,917. Independent contractors: program service expenses 10,985. Management and general expenses 0. Fundraising expenses 6,592. Total expenses 17,577.

Financial Statement Notes

PART X, LINE 2:

The association is generally exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and is not considered a private foundation under section 509(a)(2) of the internal revenue code. The association has unrelated business income resulting from rental activities that may result in taxable income. As of june 30, 2014, the association has approximately $183,000 of unused net operating loss carryforwards available to be applied to future taxable income that expire in 2025-2034. The association's income tax filings are subject to audit by various taxing authorities. The association's open audit periods are 2011-2014.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted with revenue for 990 69,883. Unrealized (gain) on investments 1,902.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted with revenue for 990 69,883.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt09140
IRS990/FundraisingGrossIncomeAmt035903
IRS990/GainOrLossGrp/OtherAmt0479
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt04623072
IRS990/GrantAmt0364
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0739236
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0739236
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01925
IRS990/GrossReceiptsAmt05864632
IRS990/GrossRentsGrp/RealAmt059439
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt02580
IRS990/InsuranceGrp/ManagementAndGeneralAmt09636
IRS990/InsuranceGrp/ProgramServicesAmt0256819
IRS990/InsuranceGrp/TotalAmt0269035
IRS990/IntangibleAssetsGrp/EOYAmt02618
IRS990/InterestGrp/FundraisingAmt0176
IRS990/InterestGrp/ManagementAndGeneralAmt0298
IRS990/InterestGrp/ProgramServicesAmt07914
IRS990/InterestGrp/TotalAmt08388
IRS990/InvestmentIncomeGrp/ExclusionAmt0569
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0569
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011664
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013208
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05619651
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05174391
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04842073
IRS990/LandBldgEquipCostOrOtherBssAmt010461724
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01446
IRS990/LessRentalExpensesGrp/RealAmt069883
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SENIOR RESOURSE ASSOCIATION PROMOTES INDEPENDENCE AND DIGNITY IN OUR COMMUNITY BY PROVIDING SERVICES TO OLDER ADULTS AND TRANSPORTATION TO ALL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0577913
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0514466
IRS990/NetAssetsOrFundBalancesBOYAmt04783794
IRS990/NetAssetsOrFundBalancesEOYAmt04366590
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0479
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0479
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026763
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026763
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-2628
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-10444
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-7816
IRS990/NetUnrelatedBusTxblIncmAmt0-7816
IRS990/NetUnrlzdGainsLossesInvstAmt01902
IRS990/NoncashContributionsAmt010189
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01623
IRS990/OccupancyGrp/ManagementAndGeneralAmt03819
IRS990/OccupancyGrp/ProgramServicesAmt0264397
IRS990/OccupancyGrp/TotalAmt0269839
IRS990/OfficeExpensesGrp/FundraisingAmt034052
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04632
IRS990/OfficeExpensesGrp/ProgramServicesAmt0201467
IRS990/OfficeExpensesGrp/TotalAmt0240151
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0143048
IRS990/OtherAssetsTotalGrp/EOYAmt062864
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01210
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032501
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033717
IRS990/OtherExpensesGrp/Desc0NEW HIRE EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt02731
IRS990/OtherExpensesGrp/FundraisingAmt1256
IRS990/OtherExpensesGrp/FundraisingAmt23129
IRS990/OtherExpensesGrp/FundraisingAmt3310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0682
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2789
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt329
IRS990/OtherExpensesGrp/ProgramServicesAmt045620
IRS990/OtherExpensesGrp/ProgramServicesAmt115090
IRS990/OtherExpensesGrp/ProgramServicesAmt23830
IRS990/OtherExpensesGrp/ProgramServicesAmt35844
IRS990/OtherExpensesGrp/TotalAmt049033
IRS990/OtherExpensesGrp/TotalAmt115380
IRS990/OtherExpensesGrp/TotalAmt27748
IRS990/OtherExpensesGrp/TotalAmt36183
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0VEHICLE RENTAL
IRS990/OtherRevenueMiscGrp/Desc1COMMUNITY NEEDS ASSESS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05370
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05370
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1600
IRS990/OtherRevenueTotalAmt05970
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0129
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0562428
IRS990/OtherSalariesAndWagesGrp/TotalAmt0576724
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0555
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07
IRS990/PayrollTaxesGrp/ProgramServicesAmt028305
IRS990/PayrollTaxesGrp/TotalAmt028867
IRS990/PensionPlanContributionsGrp/FundraisingAmt050
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0761
IRS990/PensionPlanContributionsGrp/TotalAmt0811
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0404354
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0270212
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0185328
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0189645
IRS990/PrincipalOfficerNm0KAREN DEIGL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1524114
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID/MED-WAIVER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0471113
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1263878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0471113
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1263878
IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECT ELDERLY CAREADULT DAY SERVICES - PROVIDES COORDINATED HEALTH, SOCIAL, AND THERAPEUTIC ACTIVITIES IN A SUPERVISED GROUP SETTING FOR ADULTS WITH FUNCTIONAL AND/OR COGNITIVE IMPAIRMENTS. 133 UNDUPLICATED CLIENTS SERVED; 100% DEFERRED FROM NURSING HOME PLACEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0658042
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012349
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0338921
IRS990/ProgSrvcAccomActy3Grp/Desc0CASE MANAGEMENT:CASE MANAGERS WORK WITH SENIORS (AND THEIR CAREGIVERS) TO IDENTIFY AND ARRANGE FOR THE SERVICES NEEDED TO SUPPORT THE INDIVIDUAL IN THEIR HOME. IN HOME SUPPORT INCLUDES, COMPANIONSHIP, HOMEMAKING, PERSONAL CARE, MEALS AND RESPITE. 249 OLDER ADULTS RECEIVED IN-HOME SERVICES; 100% OF CASE MANAGED CLIENTS WERE DEFERRED FROM NURSING HOME PLACEMENT.135 HOUSEHOLDS WERE ASSISTED THROUGH THE EMERGENCY HOME ENERGY ASSISTANCE FOR THE ELDERLY PROGRAM.INFORMATION AND REFERRAL FOR PROGRAMS AND SERVICES ARE AVAILABLE TO SENIORS. APPROXIMATELY 2,808 INDIVIDUALS RECEIVED ASSISTANCE THROUGH INFORMATION AND REFERRAL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0601694
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0418490
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0270140
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NUTRITION FOR LIFEMEALS ON WHEELSVOLUNTEERS DELIVER HOT, HEALTHY LUNCHES AND A DAILY FRIENDLY VISIT TO HOMEBOUND SENIORS. 332 UNDUPLICATED HOMEBOUND SENIORS RECEIVED MEALS ON WHEELS, 50,208 HOME DELIVERED MEALS SERVEDSOCIAL ENTREE MEALSGIVES MOBILE SENIORS AN OPPORTUNITY TO ENJOY A HOT LUNCH WITH OTHERS AT FIVE LOCATIONS THROUGHOUT INDIAN RIVER COUNTY. 253 UNDUPLICATED MOBILE SENIORS RECEIVED SOCIAL ENTREE MEALS, 32,527 SOCIAL ENTREE MEALS SERVED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0592225
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0308033
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt088917
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06584064
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0788300
IRS990/PYInvestmentIncomeAmt0-4698
IRS990/PYOtherExpensesAmt04698518
IRS990/PYOtherRevenueAmt067005
IRS990/PYProgramServiceRevenueAmt0675935
IRS990/PYRevenuesLessExpensesAmt01644696
IRS990/PYSalariesCompEmpBnftPaidAmt0190792
IRS990/PYTotalExpensesAmt05677610
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07322306
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-419106
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-10444
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt043462
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0109130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05030835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06584064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04831982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05045540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05326958

Document Assets

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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
2014Detailed filing. Detailed filing data is available for this year.$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