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Nonprofiteer
← BAKER SENIOR CENTER NAPLES INC

Form 990 for tax year 2022

Filed by BAKER SENIOR CENTER NAPLES INC.

Totals

Total revenue
$4,429,424
Total expenses
$3,981,189
Contributions and grants received
$4,510,979
Grants paid
$132,351
Program service revenue
$207,583
Investment income
-$148,089
Other revenue
-$141,049
Total assets, end of year
$23,437,569
Total liabilities, end of year
$672,551
Net assets or fund balances, end of year
$22,765,018
Program services expenses (Part IX)
$3,445,011
Management and general expenses
$332,816
Fundraising expenses
$203,362
Program service expenses (Part III)
$3,445,011

Program services were 86.5% 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.

  • 1c · Fundraising events

    $879,859

  • 1e · Government grants (contributions)

    $1,474,643

  • 1f · All other contributions, gifts and grants

    $2,156,477

  • 1g · Noncash contributions included above

    $27,577

  • 2a · Program service revenue: CLIENT SERVICES FEES

    total $130,997 · related or exempt $130,997

  • 2b · Program service revenue: SENIOR CENTER FEES

    total $55,586 · related or exempt $55,586

  • 2c · Program service revenue: CONTRACTED SERVICE FEES

    total $21,000 · related or exempt $21,000

  • 3 · Investment income

    total $69,981 · excluded $69,981

  • 7a · Gross sales of assets other than inventory

    securities $5,459,320

  • 7b · Less cost or other basis and sales expenses

    securities $5,574,507 · other assets $102,883

  • 7c · Gain or loss

    securities -$115,187 · other assets -$102,883

  • 7d · Net gain or loss

    total -$218,070 · related or exempt -$102,883 · excluded -$115,187

  • 8a · Fundraising events: gross income

    $114,750

  • 8a · Fundraising events: contributions included on line 1c

    $879,859

  • 8b · Fundraising events: direct expenses

    $255,799

  • 8c · Net income from fundraising events

    total -$141,049 · excluded -$141,049

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $132,351 · program services $132,351

  • 5 · Compensation of officers, directors and key employees

    total $376,405 · program services $255,717 · management and general $109,673 · fundraising $11,015

  • 7 · Other salaries and wages

    total $1,208,306 · program services $1,138,794 · management and general $67,268 · fundraising $2,244

  • 8 · Pension plan contributions

    total $95,083 · program services $83,671 · management and general $10,617 · fundraising $795

  • 9 · Other employee benefits

    total $297,384 · program services $261,691 · management and general $33,205 · fundraising $2,488

  • 10 · Payroll taxes

    total $117,958 · program services $103,800 · management and general $13,171 · fundraising $987

  • 11b · Fees: legal

    total $5,162 · program services $5,162

  • 11c · Fees: accounting

    total $20,204 · program services $15,621 · management and general $4,583

  • 11f · Fees: investment management

    total $9,474 · management and general $9,474

  • 11g · Fees: other

    total $328,074 · program services $186,005 · fundraising $142,069

  • 12 · Advertising and promotion

    total $2,776 · program services $2,412 · management and general $103 · fundraising $261

  • 13 · Office expenses

    total $80,541 · program services $70,378 · management and general $2,319 · fundraising $7,844

  • 14 · Information technology

    total $41,550 · program services $36,093 · management and general $1,547 · fundraising $3,910

  • 16 · Occupancy

    total $322,416 · program services $292,815 · management and general $23,522 · fundraising $6,079

  • 17 · Travel

    total $9,673 · program services $8,698 · management and general $214 · fundraising $761

  • 22 · Depreciation, depletion and amortization

    total $274,335 · program services $249,147 · management and general $20,014 · fundraising $5,174

  • 23 · Insurance

    total $108,194 · program services $97,004 · management and general $4,271 · fundraising $6,919

  • 24a · Other expenses: PROGRAM SERVICE EXPENSES

    total $212,298 · program services $211,877 · management and general $182 · fundraising $239

  • 24b · Other expenses: MEALS AND FOOD

    total $174,575 · program services $174,575

  • 24c · Other expenses: LOSS ON RECEIVABLES

    total $27,225 · management and general $27,225

  • 24d · Other expenses: TELEPHONE & INTERNET

    total $26,954 · program services $23,553 · management and general $776 · fundraising $2,625

  • 24e · All other expenses

    total $110,251 · program services $95,647 · management and general $4,652 · fundraising $9,952

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $250 · end of year $2,134

  • 2 · Savings and temporary cash investments

    beginning of year $7,258,300 · end of year $1,510,052

  • 3 · Pledges and grants receivable

    beginning of year $2,850,429 · end of year $584,505

  • 4 · Accounts receivable

    beginning of year $46,390 · end of year $61,793

  • 8 · Inventories for sale or use

    beginning of year $24,025 · end of year $9,645

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,386 · end of year $81,529

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

    $14,965,692

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

    $299,797

  • 10c · Land, buildings and equipment, net

    beginning of year $10,571,040 · end of year $14,665,895

  • 11 · Investments: publicly traded securities

    beginning of year $2,168,271 · end of year $6,100,912

  • 15 · Other assets

    beginning of year $393,749 · end of year $421,104

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,557,010 · end of year $278,112

  • 19 · Deferred revenue

    beginning of year $15,524 · end of year $59,528

  • 25 · Other liabilities

    end of year $334,911

  • 27 · Net assets without donor restrictions

    beginning of year $532,918 · end of year $20,817,608

  • 28 · Net assets with donor restrictions

    beginning of year $21,305,388 · end of year $1,947,410

Mission and programs · 2022

Mission

TO PROVIDE CONFIDENCE, CONNECTION AND SUPPORT TO SENIORS LIVING IN COLLIER AND SOUTHERN LEE COUNTIES.

  • BAKE SENIOR CENTER NAPLES (BSCN) IS OPEN TO ALL DENOMINATIONS OF ADULTS 60 YEARS OF AGE AND OLDER TO HELP THEM MAINTAIN A HEALTHY AND SATISFYING QUALITY OF LIFE. BAKE SENIOR CENTER NAPLES (BSCN) WAS ESTABLISHED TO COMBAT ISOLATION AND LONELINESS EXPERIENCED BY SENIORS THROUGH THE DELIVERY OF SERVICES AND ACTIVITIES IN A WARM, NURTURING ENVIRONMENT. THE CENTER HAS 2000 MEMBERS AND OFFERS A WIDE RANGE OF PROGRAMS INCLUDING EXERCISE, EDUCATIONAL LECTURES AND SERIES, TECHNOLOGY CLASSES, CREATIVE EXPRESSION, MUSIC AND A WEEKLY CONGREGATE HOT LUNCH. TRAINED AND VETTED VOLUNTEERS ASSIST PROFESSIONAL STAFF IN SERVICE DELIVERY.

    Expenses $905,715 · Revenue $55,586

  • BSCN DEMENTIA RESPITE AND CAREGIVER SUPPORT PROGRAM OFFERS FOUR-HOUR STRUCTURED ACTIVITY GROUPS FOR SENIORS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AS WELL AS RESPITE AND SUPPORT FOR THEIR CAREGIVERS. THE GROUPS, PROVIDE SOCIALIZATION, BRAIN-FITNESS AND REMINISCENCE ACTIVITIES, MUSIC AND ART THERAPY, LIGHT PHYSICAL EXERCISE AND A HOT LUNCH. THE GROUPS ARE FACILITATED BY LICENSED AND CREDENTIALED SOCIAL WORKERS WHO ARE SUPPORTED BY TRAINED AND VETTED VOLUNTEERS. CAREGIVER PROGRAMS PROVIDE EMOTIONAL SUPPORT, EDUCATION AND THE OPPORTUNITY TO SOCIALIZE WITH OTHERS IN SIMILAR SITUATIONS. THERE ARE 168 CLIENTS WITH DEMENTIA AND THEIR CAREGIVERS SERVED IN THE PROGRAM.

    Expenses $1,031,756 · Revenue $151,997

  • BSCN GERIATRIC CASE MANAGEMENT PROGRAM PROVIDES OUTREACH AND SUPPORT TO FRAIL SENIORS WITH THE GOAL OF HELPING THEM AGE SAFELY, AND WITH DIGNITY, IN THEIR HOMES IN THE COMMUNITY. SERVICES INCLUDE IN-HOME ASSESSMENTS FOR ABILITY TO PERFORM ACTIVITIES OF DAILY LIVING, FALL PREVENTION, REFERRAL TO APPROPRIATE COMMUNITY RESOURCES AND THE DEVELOPMENT OF A PLAN OF CARE. CASE MANAGERS ASSESS EACH SITUATION ON A REGULAR BASIS TO MAKE SURE THE PLAN IS STILL EFFECTIVE, AND ADJUST WHEN NECESSARY. EMERGENCY FINANCIAL ASSISTANCE IS PROVIDED IN SOME SITUATIONS ON A SHORT-TERM BASIS AFTER A COMPREHENSIVE REVIEW OF THE INDIVIDUAL'S FINANCES. THERE ARE 125 CLIENTS RECEIVING CASE MANAGEMENT SERVICES.

    Expenses $1,325,538 · Grants $132,351

  • BSCN OFFERS COUNSELING ON AN OUTPATIENT BASIS TO SENIORS AND THEIR FAMILIES IN A WARM AND SUPPORTIVE ENVIRONMENT. SERVICES INCLUDE INDIVIDUAL, FAMILY, COUPLES AND GROUP THERAPY FOCUSED ON TOPICS INCLUDING ANXIETY, STRESS, DEPRESSION, GRIEF AND LOSS, ADJUSTING TO LIFE CHANGES, CONCERNS RELATED TO AGING, TRAUMA, COPING WITH ILLNESS, ISOLATION AND LONELINESS AND CAREGIVER STRESS. THERE ARE 58 CLIENT RECEIVING SERVICES. BSCN HAS A "CHOICE" FOOD PANTRY WHERE FOOD INSECURE INDIVIDUALS FROM THE COMMUNITY COME TO THE ON-SITE PANTRY, BY APPOINTMENT, TO SELECT FOOD FROM THE SHELVES. DUE TO COVID 19 THE FOOD PANTRY WAS BEEN CLOSED THRU DECEMBER 2022 AND VOLUNTEERS DELIVERED FOOD PANTRY SUPPLIES AND A HOT LUNCH TO 50 SENIORS EACH WEEK. THE ON-SITE FOOD PANTRY RE-OPENED AT OUR NEW BSCN LOCATION IN JANUARY 2023 TO SERVE PEOPLE AGED 60+. ALL OTHERS HAVE BEEN REFERRED TO FOOD PANTRIES THROUGHOUT THE COMMUNITY.

    Expenses $182,002

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Jaclynn Faffer

    PRESIDENT &

    Total calculated
    $344,023
    From this org
    $313,487
    From related orgs
    $0
    Other
    $30,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,487
    Bonus
    $80,000
    Other
    not reported
    Deferred
    $14,009
    Nontaxable benefits
    $16,527
    Filer's total
    $344,023

  • Wanda Rodriguez

    CFO/COO

    Total calculated
    $142,931
    From this org
    $118,271
    From related orgs
    $0
    Other
    $24,660
    Hours/week
    40

  • Prentiss C Higgins

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Brian Bremer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Marvin Lader

    FORMER VICE

    Total calculated
    $0
    Hours/week
    2

  • Lucinda Stebbins

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Phyllis Barolsky

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Alan S Jaffe

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gail Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Susan Horovitz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Myra Friedman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marsha Karp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Barbara Levine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leda Zbar

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Judith Zickler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jay Baker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen Schwartz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dave W Rutstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elliot Kaplan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steven Coplin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Levy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Sunil Pandya

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Thomas Felke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Karen Heithoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Davey Scoon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Hidy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • George Kraus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen Pino

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

None.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
22 December 2023
IRS schema version
2022v5.0
Source object
202420169349304477

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