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← AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC

Form 990 for tax year 2024

Filed by AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC.

Totals

Total revenue
$32,008,853
Total expenses
$32,160,069
Contributions and grants received
$31,905,558
Grants paid
$27,567,821
Program service revenue
$0
Investment income
$103,295
Other revenue
$0
Total assets, end of year
$13,234,981
Total liabilities, end of year
$7,707,350
Net assets or fund balances, end of year
$5,527,631
Program services expenses (Part IX)
$31,994,371
Management and general expenses
$151,585
Fundraising expenses
$14,113
Program service expenses (Part III)
$31,994,371

Program services were 99.5% 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.

  • 1e · Government grants (contributions)

    $31,849,241

  • 1f · All other contributions, gifts and grants

    $56,317

  • 3 · Investment income

    total $103,295 · excluded $103,295

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,195,901 · program services $27,195,901

  • 2 · Grants to domestic individuals

    total $371,920 · program services $371,920

  • 5 · Compensation of officers, directors and key employees

    total $140,003 · program services $140,003

  • 7 · Other salaries and wages

    total $1,819,876 · program services $1,815,380 · management and general $4,496

  • 8 · Pension plan contributions

    total $169,186 · program services $164,134 · management and general $5,052

  • 9 · Other employee benefits

    total $301,271 · program services $292,126 · management and general $9,145

  • 10 · Payroll taxes

    total $178,464 · program services $178,464

  • 11b · Fees: legal

    total $20,858 · program services $19,364 · management and general $1,494

  • 11g · Fees: other

    total $199,280 · program services $185,009 · management and general $14,271

  • 12 · Advertising and promotion

    total $72,903 · program services $67,866 · management and general $4,968 · fundraising $69

  • 13 · Office expenses

    total $212,017 · program services $200,605 · management and general $10,352 · fundraising $1,060

  • 14 · Information technology

    total $161,940 · program services $146,678 · management and general $15,262

  • 16 · Occupancy

    total $353,710 · program services $332,732 · management and general $20,978

  • 17 · Travel

    total $38,047 · program services $33,845 · management and general $4,202

  • 22 · Depreciation, depletion and amortization

    total $50,453 · management and general $50,453

  • 23 · Insurance

    total $58,632 · program services $58,622 · management and general $10

  • 24a · Other expenses: OTHER EXPENSES

    total $784,620 · program services $762,492 · management and general $9,317 · fundraising $12,811

  • 24b · Other expenses: PROFESSIONAL TRAINING

    total $20,380 · program services $18,921 · management and general $1,459

  • 24c · Other expenses: AWARDS & RECOGNITION

    total $10,608 · program services $10,309 · management and general $126 · fundraising $173

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,248,977 · end of year $3,153,173

  • 3 · Pledges and grants receivable

    beginning of year $4,600,290 · end of year $7,086,252

  • 7 · Other notes and loans receivable

    beginning of year $16,064 · end of year $196,698

  • 9 · Prepaid expenses and deferred charges

    end of year $50,573

  • 10a · Land, buildings and equipment: cost or other basis

    $572,091

  • 10b · Land, buildings and equipment: accumulated depreciation

    $340,099

  • 10c · Land, buildings and equipment, net

    beginning of year $274,017 · end of year $231,992

  • 15 · Other assets

    beginning of year $2,696,518 · end of year $2,516,293

  • 17 · Accounts payable and accrued expenses

    beginning of year $237,421 · end of year $294,730

  • 18 · Grants payable

    beginning of year $4,294,209 · end of year $4,952,053

  • 25 · Other liabilities

    beginning of year $2,625,389 · end of year $2,460,567

  • 27 · Net assets without donor restrictions

    beginning of year $5,678,847 · end of year $5,527,631

Mission and programs · 2024

Mission

THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.

  • OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. 2,760 CLIENTS WERE SERVED.

    Expenses $9,741,185 · Grants $7,313,862

  • GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. 6,412 SENIORS WERE SERVED THROUGH THESE PROGRAMS. PARTICIPATION IN THESE PROGRAMS IMPROVED QUALITY OF LIFE FOR THE SENIORS AND REDUCED THE COST OF SUPPORTIVE CARE TO THE TAXPAYERS.

    Expenses $13,193,371 · Grants $13,102,860

  • VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS FOR THEIR CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE PLANNING, AND FISCAL MANAGEMENT SERVICES. 127 VETERANS SERVED.

    Expenses $3,738,135 · Grants $3,307,144

  • ADDITIONAL PROGRAMS INCLUDE SHINE PROGRAM, WELLNESS AND MEDICATION MANAGEMENT, HOME ENERGY ASSISTANCE, INFO AND INTAKE AND OTHER PROGRAMS THAT ASSIST THE ELDERLY

    Expenses $5,321,680 · Grants $3,843,955

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marciela Morado

    EXECUTIVE DI

    Total calculated
    $150,693
    From this org
    $140,003
    From related orgs
    $0
    Other
    $10,690
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,003
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,690
    Nontaxable benefits
    not reported
    Filer's total
    $150,693

  • Garrett Anderson

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Mary Bartoshuk

    AC CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Susan Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Wendy Boaz-Hayes

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Dave Boerkoel

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Lesley Clack

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Jaha Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Dan Katz

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Pam Keller

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Denise McNulty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Beth Prather

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Victoria Staryk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Christina Stewart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Meriam Jackie Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Richard Cocchieri

    CFO

    Total calculated
    $0
    Hours/week
    1.5

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.0
Source object
202533219349319758

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