Civic Intelligence

Area Agency on Aging for Southwest Florida Inc.

990 • Fiscal year 2017 • EIN 59-1854441

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

Organization ProfileWWW.AAASWFL.ORG
15201 N Cleveland Ave Suite 1100North Fort Myers, FL 33903

(239) 652-6900

Siviq Scores

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

Liabilities / Assets

78th percentile

0.61x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.12x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$195,722

Higher top officer pay than 57% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

44th percentile

3.0%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.4%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$3,557,695

Up $103,278 (+3.0%) from 2016

Net Assets

Up

$1,381,027

Up $243,655 (+21%) from 2016

Liabilities

Down

$2,176,668

Down $140,377 (-6.1%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin43rd percentile

Revenue

Up

$17,479,968

Up $737,953 (+4.4%) from 2016

Expenses

Up

$17,236,313

Up $681,822 (+4.1%) from 2016

Net Income

Up

$243,655

Up $56,131 (+30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $3,046,561Liabilities 2010: $2,718,194Net Assets 2010: $328,3672010Assets 2011: $2,388,054Liabilities 2011: $2,060,696Net Assets 2011: $327,3582011Assets 2012: $2,839,609Liabilities 2012: $2,461,721Net Assets 2012: $377,8882012Assets 2013: $3,063,039Liabilities 2013: $2,592,788Net Assets 2013: $470,2512013Assets 2014: $3,122,427Liabilities 2014: $2,533,504Net Assets 2014: $588,9232014Assets 2015: $3,085,876Liabilities 2015: $2,136,028Net Assets 2015: $949,8482015Assets 2016: $3,454,417Liabilities 2016: $2,317,045Net Assets 2016: $1,137,3722016Assets 2017: $3,557,695Liabilities 2017: $2,176,668Net Assets 2017: $1,381,0272017Assets 2018: $3,672,174Liabilities 2018: $2,005,998Net Assets 2018: $1,666,1762018Assets 2019: $5,034,429Liabilities 2019: $2,917,655Net Assets 2019: $2,116,7742019Assets 2020: $5,583,211Liabilities 2020: $2,746,201Net Assets 2020: $2,837,0102020Assets 2021: $7,137,092Liabilities 2021: $3,675,439Net Assets 2021: $3,461,6532021Assets 2022: $10,470,596Liabilities 2022: $6,421,046Net Assets 2022: $4,049,5502022Assets 2023: $12,835,866Liabilities 2023: $7,157,019Net Assets 2023: $5,678,8472023Assets 2024: $13,234,981Liabilities 2024: $7,707,350Net Assets 2024: $5,527,6312024

Highlighted filing

2017

Assets$3,557,695
Liabilities$2,176,668
Net Assets$1,381,027
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $14,011,6102010Expenses 2011: $14,112,8232011Expenses 2012: $13,910,1922012Revenue 2013: $14,599,918Expenses 2013: $14,507,555Net Income 2013: $92,3632013Revenue 2014: $15,850,627Expenses 2014: $15,731,955Net Income 2014: $118,6722014Revenue 2015: $16,968,729Expenses 2015: $16,607,804Net Income 2015: $360,9252015Revenue 2016: $16,742,015Expenses 2016: $16,554,491Net Income 2016: $187,5242016Revenue 2017: $17,479,968Expenses 2017: $17,236,313Net Income 2017: $243,6552017Revenue 2018: $18,346,048Expenses 2018: $18,060,899Net Income 2018: $285,1492018Revenue 2019: $20,170,306Expenses 2019: $19,719,708Net Income 2019: $450,5982019Revenue 2020: $20,333,231Expenses 2020: $19,612,995Net Income 2020: $720,2362020Revenue 2021: $21,154,051Expenses 2021: $20,529,408Net Income 2021: $624,6432021Revenue 2022: $23,649,863Expenses 2022: $23,174,662Net Income 2022: $475,2012022Revenue 2023: $29,670,770Expenses 2023: $28,113,249Net Income 2023: $1,557,5212023Revenue 2024: $32,008,853Expenses 2024: $32,160,069Net Income 2024: -$151,2162024

Highlighted filing

2017

Revenue$17,479,968
Expenses$17,236,313
Net Income$243,655
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$17,479,968
Mission and Program Overview

Mission

The agency is one of eleven area agencies on aging in the state of florida providing assistance for the development, planning and administration of service programs for the elderly. The agency's service area includes charlotte, collier, desoto, glades, hendry, lee and sarasota counties. The agency is responsible for developing an area plan and subgranting federal and state funds to direct providers of services for older persons to acheive the plan goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$2,603,415$2,459,096▼ $144,319
Cash and Non-Interest-Bearing Accounts$658,444$955,160▲ $296,716
Land, Buildings, and Equipment, Net$184,058$132,825▼ $51,233
Other Notes and Loans Receivable, Net-$2,114-
Total Assets$3,454,417$3,557,695▲ $103,278
Other Assets Total$8,500$8,500→ $0
Liabilities
Grants Payable$2,011,559$1,844,418▼ $167,141
Accounts Payable and Accrued Expenses$305,486$332,250▲ $26,764
Total Liabilities$2,317,045$2,176,668▼ $140,377
Net Assets / Fund Balance
Unrestricted Net Assets$1,137,372$1,381,027▲ $243,655
Total Net Assets Fund Balance$1,137,372$1,381,027▲ $243,655
Total Liabilities and Net Assets / Fund Balance$3,454,417$3,557,695▲ $103,278

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$94,885$358,370$453,255
Leasehold Improvements$37,940$145,736$183,676
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marianne LoriniExecutive DiFT$175,038$20,684$195,722
Marianne LoriniExecutive Director-$175,038$20,684$195,722

Board Members and Trustees

NameTitle
Wendy Boaz-hayesChairperson
Kathleen RiceVice Chair
Beth PratherDirector
Brenda GellingerDirector
Cie MoraDirector
Heather BakerDirector
Linda HowardDirector
Pam KellerDirector
Ryan HansDirector
Sonya DavisDirector
Susan Cassidy Md JdDirector
Dave BoerkoelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rb Merchants LLCRent810 SEVENTH AVE, 10TH FLOOR, New York, NY 10019$144,836
Revenue and Support

Revenue Composition

Contributions and Grants
$17,478,918
Program Service Revenue
$0
Investment Income
$829
Other Revenue
$221
All Other Contributions
$88,372
Change in Net Assets
$243,655

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table7$36,420Fair Market Value (FMV)
Total Noncash Contributions7$36,420-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,443,548
Revenue Not Reported on Financial Statements
$36,420
Revenue Not Reported on Form 990
$156,248
Other Revenue Adjustments
$36,420
Total Revenue per Audited Statements
$17,599,796
Total Revenue per Form 990
$17,479,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,588,574
Salaries, Compensation, and Employee Benefits$1,873,663
Other Expenses$1,774,076
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,927,113--$12,927,113
Other Salaries and Wages$602,968$661,868-$1,264,836
Grants to Domestic Individuals$661,461--$661,461
Occupancy$137,971$75,104-$213,075
Other Employee Benefits$111,680$97,016-$208,696
Current Officers, Directors, Trustees, and Key Employees$87,519$87,519-$175,038
Fees for Services Other$45,170$96,569-$141,739
Pension Plan Contributions$64,725$56,251-$120,976
Payroll Taxes$50,935$53,182-$104,117
Depreciation Depletion-$54,633-$54,633
Travel$22,414$22,187-$44,601
Office Expenses$20,070$21,046-$41,116
Other Expenses$149$34,047-$34,196
All Other Expenses$32,268--$32,268
Insurance$6,779$7,822-$14,601
Total Functional Expenses$15,906,502$1,329,811$0$17,236,313

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,356,141
Total Expenses per Form 990$17,236,313
Expenses per Audited Statements$17,199,893
Expenses Not Reported on Form 990$156,248
Expenses Not Reported on Financial Statements$36,420
Other Expense Adjustments$36,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Senior Friendship Centers IncSarasota, FL501c3Case Mgnt$8,203,370
Collier County Board of CoNaples, FLGovCase Management Svcs$2,367,486
Charlotte County Board of CoPort Charlotte, FLGovCase Management Svcs$1,062,423
Hope Hospice & Community SrvFort Myers, FL501c3Case Management Svcs$1,004,692
Florida Rural Legal ServiceFort Myers, FL501c3Legal Services$164,378
ALZHEIMER'S ASSOCIATIONPinellas Park, FL501c3Alzheimers Testing$69,300
Jewish Family & Community SrvNaples, FL501c3Respite Care Service$47,424
Children First IncSarasota, FL501c3Grandparenting Care$5,760
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A draft of the 990 is provided to the board members along with a copy of the financial statements prior to filing with the irs.”

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

“Annual certification is required from each board member”

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

“The policy for compensation determnation is included in the agency's accounting manual. When it is time to determine compensation, a survey is completed by using the internet to determine what individuals in similar positions are being compensated. Cost of living and economic condition of each area is considered. After the information has been compiled, the board president and the executive committee of the board determine what an appropriate salary or rate increase would be. This is then approved by the entire board before being given to the employee.”

Form 990, Page 6, Part VI, Line 19

“Upon written request items are made available. The finaincial statements and 990 are also published on a third party website.”

Filing and Contact Details

Filer

Filer Name
Area Agency on Aging for
EIN
59-1854441
Phone
2396526900
Address
15201 N CLEVELAND AVE SUITE 1100, NORTH FORT MYERS, FL 33903

Signing Officer

Name
Marianne Lorini
Title
Executive Director
Phone
2396526900
Signed
2018-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marianne Lorini
Formed
1978
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
43
Volunteers
106

Preparer

Firm
Stroemer & Company
Address
14030 METROPOLIS AVE STE 200, FORT MYERS, FL 33912
Preparer
John Stroemer CPA Cfst Cam Gri
Phone
2394331002
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The agency is one of eleven area agencies on aging in the state of florida providing assistance for the development, planning and administration of service programs for the elderly. The agency's service area includes charlotte, collier, desoto, glades, hendry, lee and sarasota counties. The agency is responsible for developing an area plan and subgranting federal and state funds to direct providers of services for older persons to acheive the plan goals.”

Form 990

“The organization has a significant amount of volunteers who donate time who have specialized skills provinding advisory services and counseling medicare recipients. The amount estimated is 156,248.”

Form 990, Page 1, Part I, Line 6

“Volunteers serve on the advisory council, as the eyes and ears of the community to discuss needs the board, provides oversight to the agency as required under the older american act also, volunteers work in a program called shine, in which retired professionals help with insurance.”

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

“Aging and disability resource center/medicaid waiver programs-the adrc provides coordinated, multi-access "one-stop" system that integrates information, referral and eligibility determination functions for elders, persons with developmental disabilities, and caregivers while working with the medicaid waiver programs. The waiver program provides alternative, less restrictive long-term care options for elders who qualify for skilled nursing-home care. These options include in home, or in community settings such as assisted living facility or adult day care center rather than in an institutional setting such as skilled nursing facilities. Other programs include nutrition services incentive program, shine program, medicare beneficiary outreach and assistance, chronic disease self management and oaa d1 health, wellness and medication management. Home energy assistance - the emergency home energy assistance program (eheap) assists low income households with at least one member 60 years of age or older experiencing a heating or cooling emergency.”

Form 990, Part XI, Line 9

“Non cash donations -36,420 non cash donations 36,420”

Financial Statement Notes

Schedule D, Page 3, Part X

“The internal revenue service has determined that the organization is exempt from federal income taxes under section 501(c)3 of the internal revenue code. The organization is a not-for-profit florida corporation and therefore is not subject to state income tax taxes. The internal revenue code provides for taxation of unrelated business income under certain circumstances. The organization reports no unrelated business taxable income, however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities. The organization's tax filings are subject to audit by various taxing authorities. Certain income tax returns filed by the organization remain open to examination by these government agencies. The organization follows asc topic 740, "income taxes" in accounting for uncertain tax positions. The organization has evaluated its tax positions and any estimates utilized in its tax returns, and concluded that the organization has taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance. Interest and penalties associated with uncertain tax positions will be recognized in income tax expense, if required.”

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

“Non cash donations 36,420”

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

“Non cash donations 36,420”

Raw XML AppendixShowing 400 of 591 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0305486
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0332250
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.
IRS990/AllOtherContributionsAmt088372
IRS990/AllOtherExpensesGrp/ProgramServicesAmt032268
IRS990/AllOtherExpensesGrp/TotalAmt032268
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE AGENCY
IRS990/BooksInCareOfDetail/PhoneNum02396526900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015201 N CLEVELAND AVE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt01100
IRS990/BooksInCareOfDetail/USAddress/CityNm0N FORT MYERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033903
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0658444
IRS990/CashNonInterestBearingGrp/EOYAmt0955160
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt087519
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt087519
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0175038
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0144836
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0810 SEVENTH AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt010TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010019
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RB MERCHANTS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0RENT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017478918
IRS990/CYGrantsAndSimilarPaidAmt013588574
IRS990/CYInvestmentIncomeAmt0829
IRS990/CYOtherExpensesAmt01774076
IRS990/CYOtherRevenueAmt0221
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0243655
IRS990/CYSalariesCompEmpBnftPaidAmt01873663
IRS990/CYTotalExpensesAmt017236313
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017479968
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt054633
IRS990/DepreciationDepletionGrp/TotalAmt054633
IRS990/Desc0OLDER AMERICAN ACT - TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. IN 2017 OVER 1,870 CLIENTS RECEIVED SERVICES THROUGH THE OLDER AMERICANS ACT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt043
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05959451
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt096569
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt045170
IRS990/FeesForServicesOtherGrp/TotalAmt0141739
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1250.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1220684
IRS990/Form990PartVIISectionAGrp/PersonNm0WENDY BOAZ-HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH PRATHER
IRS990/Form990PartVIISectionAGrp/PersonNm2HEATHER BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE BOERKOEL
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN CASSIDY MD JD
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHLEEN RICE
IRS990/Form990PartVIISectionAGrp/PersonNm6SONYA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7BRENDA GELLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm8CIE MORA
IRS990/Form990PartVIISectionAGrp/PersonNm9PAM KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10LINDA HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm11RYAN HANS
IRS990/Form990PartVIISectionAGrp/PersonNm12MARIANNE LORINI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12175038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt017390546
IRS990/GrantAmt05951097
IRS990/GrantsPayableGrp/BOYAmt02011559
IRS990/GrantsPayableGrp/EOYAmt01844418
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0661461
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0661461
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012927113
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012927113
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt017479968
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07822
IRS990/InsuranceGrp/ProgramServicesAmt06779
IRS990/InsuranceGrp/TotalAmt014601
IRS990/InvestmentIncomeGrp/ExclusionAmt0829
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0829
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0504106
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0184058
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0132825
IRS990/LandBldgEquipCostOrOtherBssAmt0636931
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01137372
IRS990/NetAssetsOrFundBalancesEOYAmt01381027
IRS990/NoncashContributionsAmt036420
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt075104
IRS990/OccupancyGrp/ProgramServicesAmt0137971
IRS990/OccupancyGrp/TotalAmt0213075
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021046
IRS990/OfficeExpensesGrp/ProgramServicesAmt020070
IRS990/OfficeExpensesGrp/TotalAmt041116
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08500
IRS990/OtherAssetsTotalGrp/EOYAmt08500
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097016
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0111680
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0208696
IRS990/OtherExpensesGrp/Desc0VDHCBS EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2IN KIND SUPPLIES
IRS990/OtherExpensesGrp/Desc3PROPERTY & EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt062567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134047
IRS990/OtherExpensesGrp/ProgramServicesAmt01060939
IRS990/OtherExpensesGrp/ProgramServicesAmt137921
IRS990/OtherExpensesGrp/ProgramServicesAmt236420
IRS990/OtherExpensesGrp/ProgramServicesAmt3149
IRS990/OtherExpensesGrp/TotalAmt01060939
IRS990/OtherExpensesGrp/TotalAmt1100488
IRS990/OtherExpensesGrp/TotalAmt236420
IRS990/OtherExpensesGrp/TotalAmt334196
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0221
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0221
IRS990/OtherRevenueTotalAmt0221
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0661868
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0602968
IRS990/OtherSalariesAndWagesGrp/TotalAmt01264836
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02114
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053182
IRS990/PayrollTaxesGrp/ProgramServicesAmt050935
IRS990/PayrollTaxesGrp/TotalAmt0104117
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt056251
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt064725
IRS990/PensionPlanContributionsGrp/TotalAmt0120976
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02603415
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02459096
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARIANNE LORINI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. 676 SENIORS WERE ABLE TO REMAIN IN THEIR OWN HOMES LONGER BY PARTICIPATING IN THESE PROGRAMS. BY HELPING A SENIOR REMAIN AT HOME THEIR QUALITY OF LIFE IS BETTER AND THE COST OF SUPPORT CARE IS LESS COSTLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07367707
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07367707
IRS990/ProgSrvcAccomActy3Grp/Desc0THE VETERAN-DIRECTED HOME AND COMMUNITY-BASED SERVICES PROGRAM SERVES VETERANS OF ANY AGE WHO ARE DETERMINED BY THE VETERANS ADMINISTRATION TO BE AT RISK OF INSTITUTIONAL PLACEMENT. VETERANS MANAGE THEIR OWN FLEXIBLE SPENDING BUDGETS FOR THEIR PERSONAL CARE SERVICES- DECIDING FOR THEMSELVES WHAT MIX OF GOODS AND SERVICES WILL BEST MEET THEIR NEEDS, HIRING AND SUPERVISING THEIR OWN WORKERS, INCLUDING FAMILY AND FRIENDS, AND PURCHASING ITEMS OR SERVICES THAT WILL HELP THEM LIVE MORE INDEPENDENTLY. AS PART OF THIS PROGRAM, VETERANS AND THEIR CAREGIVER HAVE MORE ACCESS, CHOICE AND CONTROL OVER THEIR LONG TERM SERVICES. THIS APPROACH IS KNOWN AS "PARTICIPANT DIRECTION'. OVER 53 VETERANS AND THEIR FAMILIES WERE SERVED THROUGH THIS PROGRAM DURING 2017.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01060939
IRS990/ProgSrvcAccomActyOtherGrp/Desc0AGING AND DISABILITY RESOURCE CENTER/MEDICAID WAIVER PROGRAMS-THE ADRC PROVIDES COORDINATED, MULTI-ACCESS "ONE-STOP" SYSTEM THAT INTEGRATES INFORMATION, REFERRAL AND ELIGIBILITY DETERMINATION FUNCTIONS FOR ELDERS, PERSONS WITH DEVELOPMENTAL DISABILITIES, AND CAREGIVERS WHILE WORKING WITH THE MEDICAID WAIVER PROGRAMS. THE WAIVER PROGRAM PROVIDES ALTERNATIVE, LESS RESTRICTIVE LONG-TERM CARE OPTIONS FOR ELDERS WHO QUALIFY FOR SKILLED NURSING-HOME CARE. THESE OPTIONS INCLUDE IN HOME, OR IN COMMUNITY SETTINGS SUCH AS ASSISTED LIVING FACILITY OR ADULT DAY CARE CENTER RATHER THAN IN AN INSTITUTIONAL SETTING SUCH AS SKILLED NURSING FACILITIES. OTHER PROGRAMS INCLUDE NUTRITION SERVICES INCENTIVE PROGRAM, SHINE PROGRAM, MEDICARE BENEFICIARY OUTREACH AND ASSISTANCE, CHRONIC DISEASE SELF MANAGEMENT AND OAA D1 HEALTH, WELLNESS AND MEDICATION MANAGEMENT. HOME ENERGY ASSISTANCE - THE EMERGENCY HOME ENERGY ASSISTANCE PROGRAM (EHEAP) ASSISTS LOW INCOME HOUSEHOLDS WITH AT LEAST ONE MEMBER 60 YEARS OF AGE OR OLDER EXPERIENCING A HEATING OR COOLING EMERGENCY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01518405
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0269770
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016734257
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012783557
IRS990/PYInvestmentIncomeAmt0505
IRS990/PYOtherExpensesAmt01701969
IRS990/PYOtherRevenueAmt07253
IRS990/PYRevenuesLessExpensesAmt0187524
IRS990/PYSalariesCompEmpBnftPaidAmt02068965
IRS990/PYTotalExpensesAmt016554491
IRS990/PYTotalRevenueAmt016742015
IRS990/ReconcilationRevenueExpnssAmt0243655
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017478918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016734257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016901759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015826769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014569182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt081510885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0829
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0308
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02415
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99830
IRS990ScheduleA/PublicSupportTotal170Amt081510885
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017478918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016734257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016901759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015826769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014569182
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt081510885
IRS990ScheduleA/TotalSupportAmt081624060
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt06253
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt065572
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt022483
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt016452
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0110760
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0156248
IRS990ScheduleD/DonatedServicesUseFcltsAmt0156248
IRS990ScheduleD/EquipmentGrp/BookValueAmt094885
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0358370
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0453255
IRS990ScheduleD/ExpensesNotReportedAmt0156248
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt036420
IRS990ScheduleD/ExpensesSubtotalAmt017199893
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt037940
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0145736
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0183676
IRS990ScheduleD/OtherExpensesNotIncludedAmt036420
IRS990ScheduleD/OtherRevenuesNotIncludedAmt036420
IRS990ScheduleD/RevenueNotReportedAmt0156248
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt036420
IRS990ScheduleD/RevenueSubtotalAmt017443548
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE ORGANIZATION FOLLOWS ASC TOPIC 740, "INCOME TAXES" IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NON CASH DONATIONS 36,420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2NON CASH DONATIONS 36,420
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0132825
IRS990ScheduleD/TotalExpensesPerForm990Amt017236313
IRS990ScheduleD/TotalRevenuePerForm990Amt017479968
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017599796
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017356141
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0273347
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1388114
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HOME ENERGY CRISIS ASSIST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MONTHY STIPENDS TO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2CAREGIVERS FOR SENIORS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01060
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1184
IRS990ScheduleI/RecipientTable/CashGrantAmt069300
IRS990ScheduleI/RecipientTable/CashGrantAmt11062423
IRS990ScheduleI/RecipientTable/CashGrantAmt25760
IRS990ScheduleI/RecipientTable/CashGrantAmt32367486
IRS990ScheduleI/RecipientTable/CashGrantAmt4164378
IRS990ScheduleI/RecipientTable/CashGrantAmt51004692
IRS990ScheduleI/RecipientTable/CashGrantAmt647424
IRS990ScheduleI/RecipientTable/CashGrantAmt78203370
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ALZHEIMERS TESTING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CASE MANAGEMENT SVCS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GRANDPARENTING CARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CASE MANAGEMENT SVCS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4LEGAL SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CASE MANAGEMENT SVCS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,557,695
Liabilities
$2,176,668
Net assets
$1,381,027
Revenue
$17,479,968
Expenses
$17,236,313
Net income
$243,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$7.71$5.53$32.0$32.2$0.15
2023Detailed filing. Detailed filing data is available for this year.$12.8$7.16$5.68$29.7$28.1$1.56
2022Detailed filing. Detailed filing data is available for this year.$10.5$6.42$4.05$23.6$23.2$0.48
2021Detailed filing. Detailed filing data is available for this year.$7.14$3.68$3.46$21.2$20.5$0.62
2020Detailed filing. Detailed filing data is available for this year.$5.58$2.75$2.84$20.3$19.6$0.72
2019Detailed filing. Detailed filing data is available for this year.$5.03$2.92$2.12$20.2$19.7$0.45
2018Detailed filing. Detailed filing data is available for this year.$3.67$2.01$1.67$18.3$18.1$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.56$2.18$1.38$17.5$17.2$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.45$2.32$1.14$16.7$16.6$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.09$2.14$0.95$17.0$16.6$0.36
2014Detailed filing. Detailed filing data is available for this year.$3.12$2.53$0.59$15.9$15.7$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.06$2.59$0.47$14.6$14.5$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$2.46$0.38$13.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$2.06$0.33$14.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$2.72$0.33$14.0