Civic Intelligence

Senior Resource Association Inc.

990 • Fiscal year 2016 • EIN 59-1539957

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 25, 2017

694 14th StreetVero Beach, FL 32960

(772) 569-0760

Siviq Scores

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

Liabilities / Assets

55th percentile

0.23x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.23x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

59th percentile

5.0%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$136,558

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

71st percentile

8.6%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

1.3%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$7,051,847

Up $557,893 (+8.6%) from 2015

Net Assets

Up

$5,439,549

Up $358,159 (+7.0%) from 2015

Liabilities

Up

$1,612,298

Up $199,734 (+14%) from 2015

Revenue

Up

$7,102,103

Up $91,538 (+1.3%) from 2015

Expenses

Up

$6,745,531

Up $451,742 (+7.2%) from 2015

Net Income

Down

$356,572

Down $360,204 (-50%) from 2015

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

2016

Assets$7,051,847
Liabilities$1,612,298
Net Assets$5,439,549

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

2016

Revenue$7,102,103
Expenses$6,745,531
Net Income$356,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$7,229,467
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$5,525,257$5,777,361▲ $252,104
Accounts Receivable$214,690$506,918▲ $292,228
Pledges and Grants Receivable$410,544$372,171▼ $38,373
Prepaid Expenses and Deferred Charges$222,753$220,452▼ $2,301
Savings and Temporary Cash Investments$71,211$134,916▲ $63,705
Investments in Publicly Traded Securities$11,673$13,704▲ $2,031
Intangible Assets$2,426$2,234▼ $192
Total Assets$6,493,954$7,051,847▲ $557,893
Other Assets Total$35,400$24,091▼ $11,309
Liabilities
Accounts Payable and Accrued Expenses$580,263$856,331▲ $276,068
Mortgage Notes Payable Secured by Investment Property$446,383$425,564▼ $20,819
Deferred Revenue$385,918$330,403▼ $55,515
Total Liabilities$1,412,564$1,612,298▲ $199,734
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,931,255$3,458,068▲ $526,813
Unrestricted Net Assets$2,150,135$1,981,481▼ $168,654
Total Net Assets Fund Balance$5,081,390$5,439,549▲ $358,159
Total Liabilities and Net Assets / Fund Balance$6,493,954$7,051,847▲ $557,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,450,567$4,990,645$8,441,212
Buildings$1,362,856$1,650,667$3,013,523
Land$963,938-$963,938
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen DeiglCEO/presidentFT$124,235$12,323$136,558
Jennifer JohnsonChief Financial OfficerFT$76,422$7,771$84,193

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,375,976
Program Service Revenue
$583,880
Investment Income
$4,356
Other Revenue
$137,891
All Other Contributions
$307,939
Change in Net Assets
$356,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,102,103
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$131,755
Total Revenue per Audited Statements
$7,233,858
Total Revenue per Form 990
$7,102,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,146,096
Other Expenses$2,784,466
Grants and Similar Amounts Paid$814,969
Total Fundraising Expense$186,087
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,191,500$177,233$71,948$2,440,681
Travel$936,071$7,522$220$943,813
Grants to Domestic Individuals$814,969--$814,969
Depreciation Depletion$688,057$23,348-$711,405
Current Officers, Directors, Trustees, and Key Employees-$340,219-$340,219
Office Expenses$196,611$53,029$17,414$267,054
Occupancy$216,008$42,292$721$259,021
Insurance$227,079$22,666$2,814$252,559
Payroll Taxes$158,529$45,620$4,652$208,801
Other Employee Benefits$127,176$12,577$6,179$145,932
Advertising$46,555$2,311$51,320$100,186
Fees for Services Other$66,006$16,061$12,502$94,569
Fees for Services Accounting-$28,000-$28,000
Fees for Services Legal$11,211$43-$11,254
Pension Plan Contributions$9,710$753-$10,463
Interest$4,462$3,606$153$8,221
Other Expenses$3,395$189$330$3,914
Total Functional Expenses$5,775,652$783,792$186,087$6,745,531

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,875,699
Expenses per Audited Statements$6,745,531
Total Expenses per Form 990$6,745,531
Expenses Not Reported on Form 990$130,168
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$194,360
Fundraising Direct Expenses$69,564
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf/croquet Tournament and Gala$153,760$153,760$1,734$152,026
Box Lunch Bingo$40,600$40,600-$40,600
Total Events$194,360$194,360$69,564$124,796
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 chief financial officer 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 chief personnel officer 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.

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

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/president
Phone
7725690760
Signed
2017-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Deigl
Formed
1974
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
134
Volunteers
258

Preparer

Firm
Morgan Jacoby Thurn Boyle & Assoc Pa
Address
700 20TH ST, VERO BEACH, FL 32960
Preparer
Casper J Jacoby
Phone
7725624158
Supplemental Narrative

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, 2016, the association has approximately $169,000 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 2013-2016.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted with revenue for 990 57,800.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted with revenue for 990 57,800.

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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt069564
IRS990/FundraisingGrossIncomeAmt0194360
IRS990/GainOrLossGrp/OtherAmt03262
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt05887539
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0814969
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0814969
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03262
IRS990/GrossReceiptsAmt07229467
IRS990/GrossRentsGrp/RealAmt070895
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt02814
IRS990/InsuranceGrp/ManagementAndGeneralAmt022666
IRS990/InsuranceGrp/ProgramServicesAmt0227079
IRS990/InsuranceGrp/TotalAmt0252559
IRS990/IntangibleAssetsGrp/BOYAmt02426
IRS990/IntangibleAssetsGrp/EOYAmt02234
IRS990/InterestGrp/FundraisingAmt0153
IRS990/InterestGrp/ManagementAndGeneralAmt03606
IRS990/InterestGrp/ProgramServicesAmt04462
IRS990/InterestGrp/TotalAmt08221
IRS990/InvestmentIncomeGrp/ExclusionAmt01094
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01094
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011673
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013704
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06641312
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05525257
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05777361
IRS990/LandBldgEquipCostOrOtherBssAmt012418673
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt057800
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/BOYAmt0446383
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0425564
IRS990/NetAssetsOrFundBalancesBOYAmt05081390
IRS990/NetAssetsOrFundBalancesEOYAmt05439549
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03262
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03262
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0124796
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0124796
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05635
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013095
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt07460
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01587
IRS990/NoncashContributionsAmt09962
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0721
IRS990/OccupancyGrp/ManagementAndGeneralAmt042292
IRS990/OccupancyGrp/ProgramServicesAmt0216008
IRS990/OccupancyGrp/TotalAmt0259021
IRS990/OfficeExpensesGrp/FundraisingAmt017414
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt053029
IRS990/OfficeExpensesGrp/ProgramServicesAmt0196611
IRS990/OfficeExpensesGrp/TotalAmt0267054
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt035400
IRS990/OtherAssetsTotalGrp/EOYAmt024091
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06179
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012577
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0127176
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0145932
IRS990/OtherExpensesGrp/Desc0TRAINING AND NEW HIRE E
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt06870
IRS990/OtherExpensesGrp/FundraisingAmt14409
IRS990/OtherExpensesGrp/FundraisingAmt26555
IRS990/OtherExpensesGrp/FundraisingAmt3330
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07535
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1583
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2205
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3189
IRS990/OtherExpensesGrp/ProgramServicesAmt063883
IRS990/OtherExpensesGrp/ProgramServicesAmt19913
IRS990/OtherExpensesGrp/ProgramServicesAmt24517
IRS990/OtherExpensesGrp/ProgramServicesAmt33395
IRS990/OtherExpensesGrp/TotalAmt078288
IRS990/OtherExpensesGrp/TotalAmt114905
IRS990/OtherExpensesGrp/TotalAmt211277
IRS990/OtherExpensesGrp/TotalAmt33914
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt071948
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0177233
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02191500
IRS990/OtherSalariesAndWagesGrp/TotalAmt02440681
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04652
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045620
IRS990/PayrollTaxesGrp/ProgramServicesAmt0158529
IRS990/PayrollTaxesGrp/TotalAmt0208801
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0753
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09710
IRS990/PensionPlanContributionsGrp/TotalAmt010463
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0410544
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0372171
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0222753
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0220452
IRS990/PrincipalOfficerNm0KAREN DEIGL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1TRANSPORTATION LOCAL M
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0538078
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0538078
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145802
IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECT ELDERLY CAREADULT DAY CARE - PROVIDES COORDINATED HEALTH, SOCIAL, AND THERAPEUTIC ACTIVITIES IN A SUPERVISED GROUP SETTING FOR ADULTS WITH FUNCTIONAL AND/OR COGNITIVE IMPAIRMENTS. 146 UNDUPLICATED CLIENTS SERVED; 100% DEFERRED FROM NURSING HOME PLACEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0649586
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011794
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0387986
IRS990/ProgSrvcAccomActy3Grp/Desc0NUTRITIONMEALS ON WHEELSVOLUNTEERS DELIVER HOT, NUTRITIOUS MEALS AND A DAILY WELLNESS CHECK TO HOMEBOUND SENIORS. 405 UNDUPLICATED HOMEBOUND SENIORS RECEIVED MEALS ON WHEELS, 53,907 HOME DELIVERED MEALS SERVEDSOCIAL CONGREGATE MEALSGIVES MOBILE SENIORS AN OPPORTUNITY TO SOCIALIZE WITH OTHERS WHILE ENJOYING A HOT NUTRITIOUS MEAL AT FIVE LOCATIONS THROUGHOUT INDIAN RIVER COUNTY. 216 UNDUPLICATED MOBILE SENIORS RECEIVED SOCIAL ENTREE MEALS, 33,870 SOCIAL ENTREE MEALS SERVED.EMERGENCY MEALS ON WHEELSEMERGENCY MEALS ON WHEELS PROVIDES A NUTRITIOUS, DAILY MEAL AND A FRIENDLY VISIT BY A VOLUNTEER TO HOMEBOUND SENIORS WHO HAVE BEEN DISCHARGED FROM A HEALTHCARE FACILITY WITHIN THE LAST 30 DAYS OR WHOSE CAREGIVER HAS BEEN ADMITTED TO A HEALTHCARE FACILITY FOR A BRIEF PERIOD OF TIME. THE PROGRAM GOALS ARE TO PREVENT HOSPITAL OR FACILITY READMISSION, FACILITATE RECOVERY, AND DEFER NURSING HOME PLACEMENT, 240 UNDUPLICATED HOMEBOUND SENIORS RECEIVED EMERGENCY MEALS ON WHEELS, 6,454 MEALS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0613444
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0357681
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0117704
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CASE MANAGEMENT:CASE MANAGERS COORDINATE 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. 221 OLDER ADULTS RECEIVED IN-HOME SERVICES; 100% OF CASE MANAGED CLIENTS WERE DEFERRED FROM FACILITY PLACEMENT.199 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 1,773 INDIVIDUALS RECEIVED ASSISTANCE THROUGH INFORMATION AND REFERRAL.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0596436
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0445494
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt07282
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06321275
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0719867
IRS990/PYInvestmentIncomeAmt0-2409
IRS990/PYOtherExpensesAmt02699508
IRS990/PYOtherRevenueAmt073591
IRS990/PYProgramServiceRevenueAmt0618108
IRS990/PYRevenuesLessExpensesAmt0716776
IRS990/PYSalariesCompEmpBnftPaidAmt02874414
IRS990/PYTotalExpensesAmt06293789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07010565
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0356572
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt013095
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt074170
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071211
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06375976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06321275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05025835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06584064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04831982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029139132
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt072368
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt072367
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt072367
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt072367
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt010969
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0300438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0738
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03819
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03257086
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0708676
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0682123
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0767724

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
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