OSCEOLA COUNTY COUNCIL ON AGING INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OSCEOLA COUNTY COUNCIL ON AGING INC (EIN 59-1595398)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201102279349301650
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-08-15T08:59:01-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moore Stephens Lovelace PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 S Orlando Avenue Suite 400 | AddressLine1 |
| City | Winter Park | City |
| State | FL | State |
| ZIP Code | 327897192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591595398 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Osceola County Council on Aging Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OSCE | NameControl |
| Phone | 4078468532 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Generation Point | AddressLine1 |
| City | Kissimmee | City |
| State | FL | State |
| ZIP Code | 34744 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Connie Benca | Name |
| Title | Chief Financial Officer | Title |
| Phone | 4078468532 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karin E Vickers | Name |
| Phone | 4077405400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Connie Benca | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Generation Point | AddressLine1 |
| City | Kissimmee | City |
| State | FL | State |
| ZIP Code | 34744 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8984312 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.osceolagenerations.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | The organization's mission is to promote the physical, mental and social well-being of seniors, disadvantaged families and adults with disabilities and their caregivers. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 204 | TotalNbrEmployees |
| Total Nbr Volunteers | 1735 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8311779 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7860478 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 842521 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 906069 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23 | InvestmentIncomePriorYear |
| Investment Income Current Year | 36172 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 134330 | OtherRevenuePriorYear |
| Other Revenue Current Year | 150544 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9288653 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8953263 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3858622 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4027059 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 86130 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3181054 | OtherExpensePriorYear |
| Other Expenses Current Year | 4161673 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7039676 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8188732 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2248977 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 764531 | RevenuesLessExpensesCY |
| Total Assets BOY | 15584475 | TotalAssetsBOY |
| Total Assets EOY | 16006777 | TotalAssetsEOY |
| Total Liabilities BOY | 1188206 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 845977 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14396269 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15160800 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The organization's mission is to promote the physical, mental and social well-being of seniors, disadvantaged families and adults with disabilities and their caregivers. The organization also provides meals, adult day care, transportation, social services, case management, in-home services, health care and a variety of other services for the elderly and disabled. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1254814 | Expense |
| Revenue | 158095 | Revenue |
| Description | Inhome Services - The organization provides light housekeeping and personal care (such as, bathing, skincare, incontinence care, respite and meal preparation) services to homebound seniors and disabled adults. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 749226 | Expense |
| Revenue | 94395 | Revenue |
| Description | Home Delivered Meals - Hot nutritionally balanced meals are sent to homebound seniors and disabled adults at eleven congregate sites and disadvantaged families. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 574169 | Expense |
| Revenue | 72340 | Revenue |
| Description | Adult Day Care - Services are provided to disabled adults and frail, elderly clients who need a safe, protective environment because of illnesses such as stroke, Alzheimer's or Parkinson's Disease. | Description |
Activity Other ActivityOther (11 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 586806 | 73932 | Congregate Meals |
| 312884 | 39420 | Case Management |
| 295329 | 37209 | Transportation |
| 173309 | 21835 | Medical-Other Transportation |
| 28420 | 3581 | Respite-Facility |
| 23492 | 2960 | Case Aide |
| 12285 | 1548 | Screening & Assessment |
| 7363 | 928 | Outreach |
| 4549 | 573 | Nutrition Education |
| 2050 | 258 | Emergency Alert Response |
| 3453184 | 435068 | Health Assessment |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4899671 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 617312 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7477880 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 204 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Connie Benca | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4074831474 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Generation Point | AddressLine1 |
| City | Kissimmee | City |
| State | FL | State |
| ZIP Code | 34744 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Bob Healy Jr | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Bob Hansell | ||||||
| Past President | 2.00 | X | 0 | 0 | 0 | X |
| Dorie Croissant | ||||||
| President | 2.00 | X | 0 | 0 | 0 | X |
| Donna Sines | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X |
| Mary Carr | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Art Otero | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jay Wheeler | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jarom Fertic | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Patsy Heffner | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Cathy Miller | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Peter Morrow MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| German Colon | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Neil Koshnick | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Dianne Schoolfield | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Judy Moore | ||||||
| President Elect | 2.00 | X | 0 | 0 | 0 | |
| Kathy Pierson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Joyce Whitston | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Sonya Deese Byrnes | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Sterling C Blake | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| Tom Dorsey | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Charles Owen | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Patricia Scarborough | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Brian Wetzel | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Carlos Rosado | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jeanne Van Meter | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Connie Click | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Hal Epperson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Malcolm Thompson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Beverly Hougland | ||||||
| Chief Executive Officer | 40.00 | 87264 | 0 | 0 | X | |
| Connie Benca | ||||||
| Chief Financial Officer | 40.00 | 61809 | 0 | 0 | X | |
| Carmen Carrasquillo | ||||||
| Chief Operations Officer | 40.00 | 56779 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 205852 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sysco | |||||
| 200 Story Road | Ocoee | FL | 347613025 | Food Supplier | 450592 |
| Aetna | |||||
| 385 Douglas Avenue | Maitland | FL | 327143325 | Health Insurance | 242602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 4934487 | GovernmentGrants |
| All Other Contributions | 2925991 | AllOtherContributions |
| Noncash Contributions | 675000 | NoncashContributions |
| Total Contributions | 7860478 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Housing income | 624100 | 574404 | 574404 |
| Client income | 624100 | 331665 | 331665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 906069 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99 | TotalRevenueColumn |
| Exclusion | $99 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 36073 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 36073 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36073 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36073 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 181593 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 31049 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150544 | TotalRevenueColumn |
| Exclusion | $150,544 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8953263 | TotalRevenueColumn |
| Related Or Exempt Function Income | 942142 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $150,643 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205852 | Total |
| Management And General | 205852 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3509688 | Total |
| Program Services | 3227164 | ProgramServices |
| Management And General | 274879 | ManagementAndGeneral |
| Fundraising | 7645 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311519 | Total |
| Program Services | 239059 | ProgramServices |
| Management And General | 71084 | ManagementAndGeneral |
| Fundraising | 1376 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2208 | Total |
| Program Services | 2208 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22995 | Total |
| Program Services | 22995 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1619520 | Total |
| Program Services | 1614048 | ProgramServices |
| Management And General | 5472 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1843 | Total |
| Program Services | 644 | ProgramServices |
| Management And General | 1199 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6997 | Total |
| Program Services | 3952 | ProgramServices |
| Management And General | 3045 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195013 | Total |
| Program Services | 191438 | ProgramServices |
| Management And General | 3575 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101168 | Total |
| Program Services | 99111 | ProgramServices |
| Management And General | 2057 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28802 | Total |
| Program Services | 28802 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541876 | Total |
| Program Services | 496372 | ProgramServices |
| Management And General | 45504 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196494 | Total |
| Program Services | 195006 | ProgramServices |
| Management And General | 1488 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and food supplies | 458173 | 458173 | ||
| Program supplies | 305118 | 302900 | 2218 | |
| Miscellaneous | 225817 | 144990 | 3718 | 77109 |
| Vehicle expense | 157056 | 157056 | ||
| Utilities | 140486 | 139236 | 1250 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158107 | Total |
| Program Services | 154726 | ProgramServices |
| Management And General | 3381 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8188732 | Total |
| Program Services | 7477880 | ProgramServices |
| Management And General | 624722 | ManagementAndGeneral |
| Fundraising | 86130 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158690 | BOY |
| EOY | 349739 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402934 | BOY |
| EOY | 488388 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 13356 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18924371 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3777382 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15020006 | BOY |
| EOY | 15146989 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2600 | BOY |
| EOY | 2600 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245 | BOY |
| EOY | 5705 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15584475 | BOY |
| EOY | 16006777 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549887 | BOY |
| EOY | 465798 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86685 | BOY |
| EOY | 57487 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 543464 | BOY |
| EOY | 322692 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8170 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1188206 | BOY |
| EOY | 845977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8880123 | BOY |
| EOY | 9308848 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5516146 | BOY |
| EOY | 5851952 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14396269 | BOY |
| EOY | 15160800 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15584475 | BOY |
| EOY | 16006777 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 764531 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6907204 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6108311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11979806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8311779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7877852 | CurrentTaxYear |
| Total | 41184952 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6907204 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6108311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11979806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8311779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7877852 | CurrentTaxYear |
| Total | 41184952 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 41184952 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65894 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11402 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3558 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99 | CurrentTaxYear |
| Total | 80976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 41265928 | TotalSupport |
| Gross Receipts From Admissions Etc | 3539790 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99800 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4165000 | OtherCostOrOtherBasis |
| Book Value | 4165000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10871910 | OtherCostOrOtherBasis |
| Depreciation | 3777382 | Depreciation |
| Book Value | 7094528 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2672834 | OtherCostOrOtherBasis |
| Book Value | 2672834 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1214627 | OtherCostOrOtherBasis |
| Book Value | 1214627 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15146989 | TotalOfBookValueLandBuildings |
| Total Revenue | 8953263 | TotalRevenue |
| Total Expenses | 8188732 | TotalExpenses |
| Excess Or Deficit For Year | 764531 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 764531 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11638020 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 3328707 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 31050 | OtherRevenues |
| Revenue Not Rptd F990 | 3359757 | RevenueNotRptdF990 |
| Revenue Subtotal | 8278263 | RevenueSubtotal |
| Other Revenues Not Included | 675000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 675000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8953263 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11548489 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3328707 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 31050 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3359757 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8188732 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8188732 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses 31,049. Rounding 1. |
| Part XII, Line 4b - Other Adjustments: | Restricted Contributions 675,000. |
| Part XIII, Line 2d - Other Adjustments: | Fundraising Expenses 31,049. Rounding 1. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Senior Santa | NameOfEvent1 |
| Gross Receipts Event1 | 33748 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 33748 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8806 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Benevon | NameOfEvent2 |
| Gross Receipts Event2 | 23920 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 23920 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 7577 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 123925 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 123925 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 14666 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 181593 | GrossReceiptsTotal |
| Gross Revenue Total Events | 181593 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 31049 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31049 | DirectExpenseSummaryEvents |
| Net Income Summary | 150544 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 675000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Christin Hougland, Director of Nursing, is the daughter of Beverly Hougland, CEO. | |
| Form 990, Part VI, Section B, line 11 | The Board of Directors conducts a complete review of the Form 990 before it is filed with the IRS. | |
| The organization's Chief Executive Officer monitors and enforces compliance with the conflict of interest policy on an ongoing basis. The Board of Directors reviews actual conflicts that are identified by the annual disclosure process and prohibits officers and directors from voting on matters where actual conflicts of interest exist. | Form 990, Part VI, Section B, line 12c | |
| Competitive compensation guidelines for the Chief Executive Officer and employees are established annually through the use of market data on relevant comparable non-profit agencies. These market analyses include base salary and variable compensation. Compensation for the CEO is determined by the Executive Committee of the Board of Directors based on it's assessment of the Agency's overall performance and the CEO's individual contributions. The Committee is independent with respect to the compensation. The review and approval process is documented in the employee personnel file. | Form 990, Part VI, Section B, line 15a | |
| The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. | Form 990, Part VI, Section C, line 19 | |
| Oversight of Audit | The organization's Audit Committee is responsible for the selection, monitoring and evaluation of an independent audit firm and oversight of the audit of its financial statements. There was no change in this process from the prior year. | Form 990, Part XI, Line 2c |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Kissimmee Oaks Housing I Inc | ||||||||||
| 2350 North Central Avenue | Kissimmee | FL | 34741 | 593228411 | Provide housing and services to low-income elderly and handicapped persons | FL | 501 (c)(3) | 11A | Osceola County Council on Aging Inc | 1 |
| St Cloud Villas Phase II Inc | ||||||||||
| 700 Generation Point | Kissimmee | FL | 34744 | 550901127 | Provide housing and services to low-income elderly and handicapped persons | FL | 501 (c)(3) | 11A | Osceola County Council on Aging Inc | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| St Cloud Villas Phase II Inc | ||
| N | 104246 | Accrual |
| Kissimmee Oaks Housing I Inc | ||
| N | 134793 | Accrual |