2025-05-01T08:46:01-04:00 2023-12-31 590548468 PURVIS GRAY & COMPANY LLP 2347 SE 17TH STREET OCALA FL 34471 990 2023-01-01 237362750 MARION SENIOR SERVICES INC MARI 3526203501 1101 SW 20TH COURT OCALA FL 34471 JENNIFER MARTINEZ EXECUTIVE DIRECTOR 3526203501 2025-04-28 true true HELEN Y PAINTER CPA P00414072 3527323872 2025-04-28 2023 2025-03-06 01:10:19Z IR2024264 HURRICANE MILTON LATE FILING RELIEF JENNIFER MARTINEZ 1101 SW 20TH COURT OCALA FL 34471 9570835 false X WWW.MARIONSENIORSERVICES.ORG X 1973 FL TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS. 14 14 144 118 0 7789603 8975020 483454 540190 -13245 14532 30949 34579 8290761 9564321 0 0 3673009 4031964 0 0 4891509 5433402 8564518 9465366 -273757 98955 7073424 7492571 637875 511981 6435549 6980590 X TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS. false false 3366042 440751 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. 1236354 40856 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. 714715 58583 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. 2098814 540190 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. 2098814 540190 7415925 true true false false false false false false false true true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 16 0 144 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true false true true true true true false X X JENNIFER MARTINEZ 3526203501 1101 SW 20TH COURT OCALA FL 34471 JENNIFER MARTINEZ EXECUTIVE DI 40.00 X 120020 0 13738 TAMARA A GRANT-POWELL FINANCE DIRE 40.00 X 69200 0 12732 JESSE BLAIR DIRECTOR 1.00 X 0 0 0 ANGIE DANSBY IMMEDIATE PA 1.00 X 0 0 0 DR CJ EMMONS DIRECTOR 1.00 X 0 0 0 JAMIE GILMORE DIRECTOR 1.00 X 0 0 0 JACK HILLESLAND VICE-CHAIR 1.00 X X 0 0 0 FELECIA JUDGE CHAIRWOMAN 1.00 X X 0 0 0 JENNA KRAGER DIRECTOR 1.00 X 0 0 0 MIKE MCQUAIG DIRECTOR 1.00 X 0 0 0 BILL OPPENHEIMER DIRECTOR 1.00 X 0 0 0 ROBERT PUTZEYS DIRECTOR 1.00 X 0 0 0 SAMANTHA RAUBA DIRECTOR 1.00 X 0 0 0 APRIL SAVARESE DIRECTOR 1.00 X 0 0 0 RHODA WALKUP DIRECTOR 1.00 X 0 0 0 BILLY WOODS DIRECTOR 1.00 X 0 0 0 189220 26470 1 false false false VICEROY HOME HEALTH 2945 NE 3RD ST UNIT 203 OCALA FL 34470 IN HOME CARE 528195 EXPERIENCED CARE INC 1313 EAST SILVER SPRINGS BLVD OCALA FL 34470 IN HOME CARE 514650 RAYMOND JAMES 800 CARILLON PARKWAYST ST PETERBURG FL 33716 FINANCIAL 340000 ERRAND RIDES LLC 7256 SW 62 AVE UNIT 3 SUITE 104 OCALA FL 34476 IN HOME CARE 200437 JAMES MOORE & CO 5931 NW 1ST PL GAINESVILLE FL 32607 ACCOUNTING SERV 179027 9 X 100300 8694070 180650 8975020 MCSS TRANS. CONTRACTS 485000 368805 368805 CLIENT CONTRIBUTIONS AND FEES 621610 84906 84906 CLIENT CO-PAY 621610 40856 40856 PREFERRED CARE FEES 621610 32993 32993 MANAGED LONG TERM CARE FEES 621610 12630 12630 540190 17358 17358 2826 -2826 -2826 -2826 3688 -3688 -3688 GAS TAX REFUND 900099 22563 22563 INSURANCE LOSS REIMBURSEMENT 900099 9677 9677 MISCELLANEOUS REVENUE 900099 6027 6027 38267 9564321 540190 49111 X 215690 215690 2975837 2462586 513251 95634 74408 21226 511828 418825 93003 232975 181267 51708 10700 10700 17500 17500 1830188 1741284 88904 13521 13521 188350 104597 83753 267568 88484 179084 117305 113964 3341 872 872 655664 612714 42950 494474 45322 449152 MEALS 510179 508883 1296 FUEL 432764 432764 OTHER EXPENSE 425912 123940 301972 VEHICLE EXPENDITURES 224252 224252 244153 240042 4111 9465366 7415925 2049441 0 1606290 2247772 306613 407259 1708374 1349010 125755 312557 21988 21096 7490530 4957614 2761119 2532916 308926 358012 234359 263949 7073424 7492571 592560 473654 3764 4432 41551 33895 637875 511981 X 4327737 5180945 2107812 1799645 6435549 6980590 7073424 7492571 X 98955 68188 377898 X false true X true true true X 6191384 7344137 6875025 7789603 8975020 37175169 6191384 7344137 6875025 7789603 8975020 37175169 37175169 3565 8765 8692 9631 17358 48011 94205 40226 42207 32458 38267 247363 37470543 2385775 0.99210 0.99130 X PART II, LINE 10 INSURANCE LOSS REIMBURSEMENT 38,126 GAS TAX REFUND 175,498 MISC 9,519 FUNDRAISING 24,220 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 301443 127680 173763 238136 63307 301443 234906 3230 238136 238326 3420 234906 207782 30175 369 238326 1.00000 false false 231990 231990 7258540 4957614 2300926 2532916 DUE TO COMMUNITY FOUNDATION 30000 OBLIGATIONS UNDER FINANCE LEASES 3895 33895 X 10029521 68188 393324 461512 9568009 -3688 -3688 9564321 9862378 393324 3688 397012 9465366 9465366 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 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