MARION SENIOR SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARION SENIOR SERVICES INC (EIN 23-7362750)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-05-01
- IRS object ID
- 202511219349300211
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T08:46:01-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2347 SE 17TH STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237362750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARION SENIOR SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 3526203501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SW 20TH COURT | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34471 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MARTINEZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3526203501 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELEN Y PAINTER CPA | PreparerPersonNm |
| PTIN | P00414072 | PTIN |
| Phone | 3527323872 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | IR2024264 HURRICANE MILTON LATE FILING RELIEF | SpecialConditionDesc |
| Principal Officer | JENNIFER MARTINEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SW 20TH COURT | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,570,835 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARIONSENIORSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 144 | TotalEmployeeCnt |
| Total Volunteers | 118 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,789,603 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,975,020 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $483,454 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $540,190 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$13,245 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,532 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,949 | PYOtherRevenueAmt |
| CY Other Revenue | $34,579 | CYOtherRevenueAmt |
| PY Total Revenue | $8,290,761 | PYTotalRevenueAmt |
| CY Total Revenue | $9,564,321 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,673,009 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,031,964 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,891,509 | PYOtherExpensesAmt |
| CY Other Expenses | $5,433,402 | CYOtherExpensesAmt |
| PY Total Expenses | $8,564,518 | PYTotalExpensesAmt |
| CY Total Expenses | $9,465,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$273,757 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $98,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,073,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,492,571 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $637,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $511,981 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,435,549 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,980,590 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,366,042 | ExpenseAmt |
| Revenue | $440,751 | RevenueAmt |
| Desc | PROVIDE TRANSPORTATION FOR MEDICAL, LIFE SUSTAINING, OR EDUCATIONAL PURPOSES FOR RESIDENTS WHO DO NOT DRIVE OR OWN/HAVE ACCESS TO A VEHICLE. PROVIDE ALL ADA TRANSPORTATION FOR RESIDENTS OF MARION COUNTY. FUNDING PROVIDED MAINLY THROUGH SECTIONS 5310 AND 5311, TRANSPORTATION DISADVANTAGED, AND LOCAL COUNTY FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,236,354 | ExpenseAmt |
| Revenue | $40,856 | RevenueAmt |
| Desc | COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES HOME CARE SERVICES, INCLUDING ADULT DAY CARE, PERSONAL CARE, HOMEMAKER, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE, CASE AID, AND CASE MANAGEMENT TO FUNCTIONALLY IMPAIRED ELDERLY PERSONS TO HELP THEM LIVE INDEPENDENT LIVES. CCE IS FUNDED THROUGH THE STATE OF FLORIDA GENERAL REVENUE FUND. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $714,715 | ExpenseAmt |
| Revenue | $58,583 | RevenueAmt |
| Desc | TITLE IIIB IS A FEDERAL PROGRAM THROUGH THE OLDER AMERICANS ACT. IT PROVIDES PERSONS AGE 60 AND OVER TO RECEIVE HOMEMAKER SERVICES, TELEPHONE REASSURANCE AND EMERGENCY ALERT RESPONSE SERVICES TO HELP THEM LIVE INDEPENDENT LIVES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,098,814 | ExpenseAmt |
| Revenue | $540,190 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDES TITLE IIIC-1, TITLE IIIC-2, TITLE IIIE, TITLE XXVI, ALZHEIMER'S DISEASE INITIATIVE, HOME CARE FOR THE ELDERLY, LOCAL SERVICES, CDBG SERVICE FACILITY, VOLUNTEER PROGRAM, MEALS ON WHEELS, PREFERRED CARE, MANAGED LONG-TERM CARE, AND MENTAL HEALTH SERVICES THROUGH LUTHERAN SERVICES FLORIDA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,098,814 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $540,190 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,415,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 144 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MARTINEZ | PersonNm |
| Phone | 3526203501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SW 20TH COURT | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34471 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JENNIFER MARTINEZ | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $120,020 | $0 | $13,738 | |
| TAMARA A GRANT-POWELL | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $69,200 | $0 | $12,732 | |
| JESSE BLAIR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANGIE DANSBY | ||||||
| IMMEDIATE PA | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR CJ EMMONS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAMIE GILMORE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JACK HILLESLAND | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FELECIA JUDGE | ||||||
| CHAIRWOMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNA KRAGER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE MCQUAIG | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BILL OPPENHEIMER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT PUTZEYS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SAMANTHA RAUBA | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| APRIL SAVARESE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RHODA WALKUP | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BILLY WOODS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $189,220 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,470 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VICEROY HOME HEALTH | ||||||
| 2945 NE 3RD ST | UNIT 203 | OCALA | FL | 34470 | IN HOME CARE | $528,195 |
| EXPERIENCED CARE INC | ||||||
| 1313 EAST SILVER SPRINGS BLVD | OCALA | FL | 34470 | IN HOME CARE | $514,650 | |
| RAYMOND JAMES | ||||||
| 800 CARILLON PARKWAYST | ST PETERBURG | FL | 33716 | FINANCIAL | $340,000 | |
| ERRAND RIDES LLC | ||||||
| 7256 SW 62 AVE UNIT 3 | SUITE 104 | OCALA | FL | 34476 | IN HOME CARE | $200,437 |
| JAMES MOORE & CO | ||||||
| 5931 NW 1ST PL | GAINESVILLE | FL | 32607 | ACCOUNTING SERV | $179,027 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $100,300 | FederatedCampaignsAmt |
| Government Grants | $8,694,070 | GovernmentGrantsAmt |
| All Other Contributions | $180,650 | AllOtherContributionsAmt |
| Total Contributions | $8,975,020 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MCSS TRANS. CONTRACTS | 485000 | $368,805 | $368,805 |
| CLIENT CONTRIBUTIONS AND FEES | 621610 | $84,906 | $84,906 |
| CLIENT CO-PAY | 621610 | $40,856 | $40,856 |
| PREFERRED CARE FEES | 621610 | $32,993 | $32,993 |
| MANAGED LONG TERM CARE FEES | 621610 | $12,630 | $12,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $540,190 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,358 | TotalRevenueColumnAmt |
| Exclusion | $17,358 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,826 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,826 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,826 | TotalRevenueColumnAmt |
| Exclusion | -$2,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Direct Expenses | $3,688 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,688 | TotalRevenueColumnAmt |
| Exclusion | -$3,688 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GAS TAX REFUND | 900099 | $22,563 | $22,563 |
| INSURANCE LOSS REIMBURSEMENT | 900099 | $9,677 | $9,677 |
| MISCELLANEOUS REVENUE | 900099 | $6,027 | $6,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,267 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,564,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $540,190 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $49,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,690 | TotalAmt |
| Management And General | $215,690 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975,837 | TotalAmt |
| Program Services | $2,462,586 | ProgramServicesAmt |
| Management And General | $513,251 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,634 | TotalAmt |
| Program Services | $74,408 | ProgramServicesAmt |
| Management And General | $21,226 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,828 | TotalAmt |
| Program Services | $418,825 | ProgramServicesAmt |
| Management And General | $93,003 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,975 | TotalAmt |
| Program Services | $181,267 | ProgramServicesAmt |
| Management And General | $51,708 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,700 | TotalAmt |
| Program Services | $10,700 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,500 | TotalAmt |
| Program Services | $17,500 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,830,188 | TotalAmt |
| Program Services | $1,741,284 | ProgramServicesAmt |
| Management And General | $88,904 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,521 | TotalAmt |
| Program Services | $13,521 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,350 | TotalAmt |
| Program Services | $104,597 | ProgramServicesAmt |
| Management And General | $83,753 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,568 | TotalAmt |
| Program Services | $88,484 | ProgramServicesAmt |
| Management And General | $179,084 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,305 | TotalAmt |
| Program Services | $113,964 | ProgramServicesAmt |
| Management And General | $3,341 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872 | TotalAmt |
| Program Services | $872 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,664 | TotalAmt |
| Program Services | $612,714 | ProgramServicesAmt |
| Management And General | $42,950 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,474 | TotalAmt |
| Program Services | $45,322 | ProgramServicesAmt |
| Management And General | $449,152 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEALS | $510,179 | $508,883 | $1,296 |
| FUEL | $432,764 | $432,764 | |
| OTHER EXPENSE | $425,912 | $123,940 | $301,972 |
| VEHICLE EXPENDITURES | $224,252 | $224,252 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,153 | TotalAmt |
| Program Services | $240,042 | ProgramServicesAmt |
| Management And General | $4,111 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,465,366 | TotalAmt |
| Program Services | $7,415,925 | ProgramServicesAmt |
| Management And General | $2,049,441 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,606,290 | BOYAmt |
| EOY | $2,247,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,613 | BOYAmt |
| EOY | $407,259 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,374 | BOYAmt |
| EOY | $1,349,010 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,755 | BOYAmt |
| EOY | $312,557 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,988 | BOYAmt |
| EOY | $21,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,490,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,957,614 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,761,119 | BOYAmt |
| EOY | $2,532,916 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,926 | BOYAmt |
| EOY | $358,012 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,359 | BOYAmt |
| EOY | $263,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,073,424 | BOYAmt |
| EOY | $7,492,571 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,560 | BOYAmt |
| EOY | $473,654 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,764 | BOYAmt |
| EOY | $4,432 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,551 | BOYAmt |
| EOY | $33,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,875 | BOYAmt |
| EOY | $511,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,327,737 | BOYAmt |
| EOY | $5,180,945 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,107,812 | BOYAmt |
| EOY | $1,799,645 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,435,549 | BOYAmt |
| EOY | $6,980,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,073,424 | BOYAmt |
| EOY | $7,492,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $98,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $68,188 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $377,898 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,191,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,344,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,875,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,789,603 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,975,020 | CurrentTaxYearAmt |
| Total | $37,175,169 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,191,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,344,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,875,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,789,603 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,975,020 | CurrentTaxYearAmt |
| Total | $37,175,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,175,169 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,358 | CurrentTaxYearAmt |
| Total | $48,011 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,267 | CurrentTaxYearAmt |
| Total | $247,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,470,543 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,385,775 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | INSURANCE LOSS REIMBURSEMENT 38,126 GAS TAX REFUND 175,498 MISC 9,519 FUNDRAISING 24,220 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $301,443 | BeginningYearBalanceAmt |
| Other Expenditures | $127,680 | OtherExpendituresAmt |
| End Year Balance | $173,763 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,136 | BeginningYearBalanceAmt |
| Contributions | $63,307 | ContributionsAmt |
| End Year Balance | $301,443 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $234,906 | BeginningYearBalanceAmt |
| Contributions | $3,230 | ContributionsAmt |
| End Year Balance | $238,136 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,326 | BeginningYearBalanceAmt |
| Other Expenditures | $3,420 | OtherExpendituresAmt |
| End Year Balance | $234,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,782 | BeginningYearBalanceAmt |
| Contributions | $30,175 | ContributionsAmt |
| Investment Earnings Or Losses | $369 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $238,326 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $231,990 | OtherCostOrOtherBasisAmt |
| Book Value | $231,990 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,258,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,957,614 | DepreciationAmt |
| Book Value | $2,300,926 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,532,916 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO COMMUNITY FOUNDATION | $30,000 |
| OBLIGATIONS UNDER FINANCE LEASES | $3,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,895 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,029,521 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $68,188 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $393,324 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $461,512 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,568,009 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,688 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,688 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,564,321 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,862,378 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $393,324 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $3,688 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $397,012 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,465,366 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,465,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | BOARD DESIGNATED RESTRICTED FUNDS ARE AVAILABLE FOR ANY USE AS DETERMINED BY THE BOARD OF DIRECTORS. |
| SCHEDULE D, PAGE 3, PART X | SENIOR SERVICES IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. SENIOR SERVICES IS NO LONGER SUBJECT TO FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. INTEREST AND PENALTIES ASSESSED TO SENIOR SERVICES, AS A RESULT OF FEDERAL AND STATE INCOME TAX POSITIONS, ARE RECORDED AS AN OPERATING EXPENSE. FOR THE YEAR ENDED DECEMBER 31, 2023, THERE WERE NO INTEREST OR PENALTIES IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | FUNDRAISING EXPENSES INCLUDED IN PART VIII -3,688 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES INCLUDED IN PART VIII 3,688 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES INCLUDES TITLE IIIC-1, TITLE IIIC-2, TITLE IIIE, TITLE XXVI, ALZHEIMER'S DISEASE INITIATIVE, HOME CARE FOR THE ELDERLY, LOCAL SERVICES, CDBG SERVICE FACILITY, VOLUNTEER PROGRAM, MEALS ON WHEELS, PREFERRED CARE, MANAGED LONG-TERM CARE, AND MENTAL HEALTH SERVICES THROUGH LUTHERAN SERVICES FLORIDA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCE DIRECTOR AND BOARD TREASURER. IT IS THEN DISTRIBUTED TO BOARD MEMBERS THROUGH EMAIL OR HARD COPY FOR THOSE WITHOUT EMAIL. ANY CONCERNS ARE ADDRESSED AT THE NEXT SCHEDULED BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ABSTAIN FROM ANY VOTE IN WHICH THEY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DETERMINED BY BOARD OF DIRECTORS COMMITTEE WHO REVIEW SALARIES FOR COMPARABLE POSITIONS IN AREA. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS DETERMINED BY BOARD OF DIRECTORS COMMITTEE WHO REVIEW SALARIES FOR COMPARABLE POSITIONS IN AREA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | INFORMATION IS AVAILABLE PER REQUEST BY PUBLIC. |
| FORM 990, PART VIII | PART VIII, LINES 7A AND 7B, COLUMN (I) SECURITIES - THE AMOUNTS LISTED AS THE PROCEEDS FOR THE SALE OF SECURITIES ARE LISTED AT THE NET GAIN/LOSS AMOUNTS AND NOT AT ACTUAL COST AND PROCEED AMOUNTS. |
| FORM 990, PART IX, LINE 11G | ADULT DAY CARE CONTRACT 7,380 0 0 COMPANION CONTRACT 116,928 0 0 EMERG ALERT RESPONSE CONTRACT 14,277 0 0 HOME HEALTH AID CONTRACT 85,069 0 0 HOMEMAKER CONTRACT 529,386 0 0 PERSONAL CARE CONTRACT 108,442 0 0 PREF CARE - EAR CONTRACT 462 0 0 RESPITE-IN FACILITY CONTRACT 36,995 0 0 RESPITE-IN HOME CONTRACT 756,810 0 0 PROFESSIONAL FEES 80,865 88,904 0 MENTAL HEALTH CONTRACT 4,670 0 0 TOTAL 1,741,284 88,904 0 |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EXPENSES INCLUDED IN PART VIII 3,688 FUNDRAISING EXPENSES INCLUDED IN PART VIII -3,688 |