Form 990 for tax year 2023
Filed by OSCEOLA COUNTY COUNCIL ON AGING INC.
Totals
- Total revenue
- $17,688,943
- Total expenses
- $15,446,527
- Contributions and grants received
- $14,711,954
- Grants paid
- $91,264
- Program service revenue
- $2,827,312
- Investment income
- $15,747
- Other revenue
- $133,930
- Total assets, end of year
- $16,282,659
- Total liabilities, end of year
- $2,328,047
- Net assets or fund balances, end of year
- $13,954,612
- Program services expenses (Part IX)
- $13,724,500
- Management and general expenses
- $1,235,992
- Fundraising expenses
- $486,035
- Program service expenses (Part III)
- $13,724,500
Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$163,760
-
1e · Government grants (contributions)
$12,216,080
-
1f · All other contributions, gifts and grants
$2,332,114
-
1g · Noncash contributions included above
$1,441,975
-
2a · Program service revenue: SENIOR HOUSING REVENUE
total $1,124,378 · related or exempt $1,124,378
-
2b · Program service revenue: LONG-TERM CARE REVENUE
total $882,856 · related or exempt $882,856
-
2c · Program service revenue: OTHER RESIDENT SERVICE REVENUE
total $564,775 · related or exempt $564,775
-
2d · Program service revenue: CLIENT FEES
total $255,303 · related or exempt $255,303
-
3 · Investment income
total $15,747 · excluded $15,747
-
8a · Fundraising events: gross income
$218,294
-
8b · Fundraising events: direct expenses
$101,797
-
8c · Net income from fundraising events
total $116,497 · excluded $116,497
-
11a · Other revenue: GAIN ON INSURANCE CLAIM
total $17,433 · related or exempt $17,433
-
11e · Other revenue, total
$17,433
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $91,264 · program services $91,264
-
5 · Compensation of officers, directors and key employees
total $210,356 · program services $72,678 · management and general $137,678
-
7 · Other salaries and wages
total $5,946,161 · program services $5,738,620 · management and general $43,908 · fundraising $163,633
-
8 · Pension plan contributions
total $266,080 · program services $235,206 · management and general $13,136 · fundraising $17,738
-
10 · Payroll taxes
total $516,436 · program services $452,344 · management and general $33,713 · fundraising $30,379
-
11a · Fees: management
total $24,495 · program services $11,867 · management and general $12,628
-
11b · Fees: legal
total $306,630 · program services $306,630
-
11c · Fees: accounting
total $43,145 · program services $43,145
-
11g · Fees: other
total $1,413,560 · program services $1,149,456 · management and general $217,857 · fundraising $46,247
-
12 · Advertising and promotion
total $45,903 · program services $19,417 · management and general $1,182 · fundraising $25,304
-
13 · Office expenses
total $229,053 · program services $223,178 · management and general $1,600 · fundraising $4,275
-
16 · Occupancy
total $272,187 · program services $226,305 · management and general $23,158 · fundraising $22,724
-
17 · Travel
total $151,425 · program services $118,333 · management and general $18,909 · fundraising $14,183
-
19 · Conferences, conventions and meetings
total $111,308 · program services $86,983 · management and general $13,900 · fundraising $10,425
-
20 · Interest
total $27,641 · program services $13,391 · management and general $14,250
-
22 · Depreciation, depletion and amortization
total $414,514 · management and general $414,514
-
23 · Insurance
total $311,003 · program services $279,860 · management and general $5,605 · fundraising $25,538
-
24a · Other expenses: DIRECT CLIENT SERVICES
total $2,794,418 · program services $2,794,418
-
24b · Other expenses: FOOD AND FOOD SUPPLIES
total $1,129,117 · program services $1,096,149 · management and general $32,968
-
24c · Other expenses: PROGRAM SUPPLIES
total $839,023 · program services $690,102 · management and general $23,594 · fundraising $125,327
-
24d · Other expenses: LEGAL SETTLEMENT
total $165,000 · management and general $165,000
-
24e · All other expenses
total $137,808 · program services $75,154 · management and general $62,392 · fundraising $262
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $296,613 · end of year $518,245
-
2 · Savings and temporary cash investments
beginning of year $36,530 · end of year $44,593
-
3 · Pledges and grants receivable
beginning of year $3,199,966 · end of year $1,700,863
-
9 · Prepaid expenses and deferred charges
beginning of year $30,504
-
10a · Land, buildings and equipment: cost or other basis
$16,892,881
-
10b · Land, buildings and equipment: accumulated depreciation
$6,173,100
-
10c · Land, buildings and equipment, net
beginning of year $10,870,920 · end of year $10,719,781
-
12 · Investments: other securities
end of year $2,638,055
-
15 · Other assets
beginning of year $682,904 · end of year $661,122
-
17 · Accounts payable and accrued expenses
beginning of year $1,797,968 · end of year $805,915
-
23 · Secured mortgages and notes payable
beginning of year $2,294 · end of year $2,127
-
25 · Other liabilities
beginning of year $1,031,321 · end of year $1,520,005
-
27 · Net assets without donor restrictions
beginning of year $10,235,084 · end of year $12,270,153
-
28 · Net assets with donor restrictions
beginning of year $2,050,770 · end of year $1,684,459
Mission and programs · 2023
Mission
THE ORGANIZATION'S MISSION IS TO PROMOTE THE PHYSICAL, MENTAL & SOCIAL WELL-BEING OF SENIORS, DISADVANTAGED FAMILIES, THE DISABLED AND THEIR CAREGIVERS BY PROVIDING MEALS, ADULT DAY CARE, SOCIAL SERVICES, AND A VARIETY OF OTHER SERVICES FOR THE ELDERLY & DISABLED.
Activities or mission (Part I)
PROVIDES SERVICES TO ENABLE THE SELF-SUFFICIENCY OF SENIORS, DISADVANTAGED FAMILIES & THE DISABLED.
-
WEATHERIZATION/CHORE PROGRAM - THE ORGANIZATION HELPS LOW-INCOME HOMEOWNERS PERMANENTLY REDUCE THEIR ENERGY BILLS BY MAKING THEIR HOMES MORE ENERGY-EFFICIENT, AND REPAIR, RENOVATE AND MAINTAIN HOMES OWNED AND OCCUPIED BY ELDERLY AND DISABLED ADULTS.
Expenses $1,046,665
-
LIHEAP PROGRAM (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM) - THE ORGANIZATION PROVIDES EMERGENCY UTILITY ASSISTANCE TO SENIORS AND FAMILIES IN ECONOMIC CRISIS.
Expenses $1,561,374
-
NUTRITION SERVICES - MEALS WERE SERVED AND DELIVERED TO CLIENTS. FOOD WAS PROVIDED TO THE ELDERLY, DISADVANTAGED, AND DISABLED CITIZENS OF OSCEOLA COUNTY.
Expenses $1,658,091
-
OTHER NON-DOEA (FLORIDA DEPARTMENT OF ELDER AFFAIRS) PROGRAM ALLOCATION.OTHER DEPARTMENT OF ELDERLY AFFAIRS PROGRAMS INCLUDING CASE AIDE, EMERGENCY ALERT RESPONSE, NUTRITION EDUCATION, OUTREACH, RESPITE-FACILITY, SCREENING AND ASSESSMENT.
Expenses $9,458,370 · Grants $91,264 · Revenue $2,844,745
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bob Healy JrBOB HEALY JR
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Rick FiechterRICK FIECHTER
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Sonya Deese ByrnesSONYA DEESE BYRNES
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Bruce VickersBRUCE VICKERS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Kolby UrbanKOLBY URBAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Judge Christina ArendasJUDGE CHRISTINA ARENDAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Ken BrownKEN BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Katrina ScarboroughKATRINA SCARBOROUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Erica BoothERICA BOOTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Mary Jane ArringtonMARY JANE ARRINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Olga GonzalezOLGA GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Dan WeisDAN WEIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Pastor Edgar VasquezPASTOR EDGAR VASQUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Lisa ThompsonLISA THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Reginald HardeeREGINALD HARDEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Vianca McCluskyVIANCA MCCLUSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Abismael AbreuABISMAEL ABREU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Denita PimientaDENITA PIMIENTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Fred CrumbleFRED CRUMBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Alexandria AdamsALEXANDRIA ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Eric LarsonERIC LARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Jessie ReidJESSIE REID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Kimberlee GoodwinKIMBERLEE GOODWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Michael Sweeney PhDMICHAEL SWEENEY PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Pamela NaborsPAMELA NABORS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Rayelynne KetchumRAYELYNNE KETCHUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Sam HaughtSAM HAUGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Wendy FordWENDY FORD
CHIEF EXECUTIVE OFFICER
- Total calculated
- $145,355
- From this org
- $138,239
- From related orgs
- $0
- Other
- $7,116
- Hours/week
- 40 + 2 related
-
Mylika MortonMYLIKA MORTON
CFO
- Total calculated
- $65,000
- From this org
- $65,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 2 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, PART VII, SECTION A, LINE 5
- THE ORGANIZATION'S CFO, MYLIKA MORTON, IS COMPENSATED THROUGH AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION. IN THE CURRENT YEAR, THE CFO WAS COMPENSATED $65,100.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND HANDICAPPED PERSONS · FL · controlled entity
Directly controlled by OSCEOLA COUNTY COUNCIL ON AGING INC
-
501(C)(3) · PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND HANDICAPPED PERSONS · FL · controlled entity
Directly controlled by OSCEOLA COUNTY COUNCIL ON AGING INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349310154
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.