Totals
- Total revenue
- $768,240
- Total expenses
- $1,063,785
- Contributions and grants received
- $511,626
- Grants paid
- $0
- Program service revenue
- $256,568
- Investment income
- $46
- Other revenue
- $0
- Total assets, end of year
- $1,527,950
- Total liabilities, end of year
- $220,160
- Net assets or fund balances, end of year
- $1,307,790
- Program services expenses (Part IX)
- $928,546
- Management and general expenses
- $135,239
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $928,546
Program services were 87.3% 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)
$511,626
-
2a · Program service revenue: RESIDENT RENT REVENUE
total $158,978 · related or exempt $158,978
-
2b · Program service revenue: OTHER RESIDENT REVENUE
total $97,590 · related or exempt $97,590
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $46 · excluded $46
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8c · Net income from fundraising events
total $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $43,383 · program services $38,583 · management and general $4,800
-
11c · Fees: accounting
total $14,651 · management and general $14,651
-
11g · Fees: other
total $268,073 · program services $201,174 · management and general $66,899 · fundraising $0
-
13 · Office expenses
total $12,008 · program services $1,125 · management and general $10,883
-
16 · Occupancy
total $421,461 · program services $419,587 · management and general $1,874
-
22 · Depreciation, depletion and amortization
total $122,031 · program services $119,638 · management and general $2,393
-
23 · Insurance
total $109,303 · program services $98,396 · management and general $10,907
-
24a · Other expenses: SUPPLIES
total $56,916 · program services $39,109 · management and general $17,807
-
24b · Other expenses: TRAINING & TRAVEL
total $8,079 · program services $3,334 · management and general $4,745
-
24c · Other expenses: SUB-CONTRACTORS
total $5,000 · program services $5,000
-
24d · Other expenses: QUALITY ASSURANCE
total $2,600 · program services $2,600
-
24e · All other expenses
total $280 · program services $0 · management and general $280 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,132 · end of year $2,047
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$3,904,820
-
10b · Land, buildings and equipment: accumulated depreciation
$2,487,212
-
10c · Land, buildings and equipment, net
beginning of year $1,539,226 · end of year $1,417,608
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $4,636 · end of year $4,223
-
15 · Other assets
beginning of year $155,292 · end of year $104,072
-
17 · Accounts payable and accrued expenses
beginning of year $84,317 · end of year $205,216
-
21 · Escrow or custodial account liability
beginning of year $16,634 · end of year $14,944
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year -$1,727,223 · end of year -$2,022,768
-
28 · Net assets with donor restrictions
beginning of year $3,330,558 · end of year $3,330,558
Mission and programs · 2024
Mission
THE ORGANIZATION'S MISSION IS TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULLNESS IN LONGER LIVING.
Activities or mission (Part I)
OPERATION OF A 50-UNIT APARTMENT BUILDING FOR LOW-INCOME ELDERLY AND DISABLED PERSONS.
-
THE ORGANIZATION OWNS AND OPERATES AN APARTMENT BUILDING CONSISTING OF 50 UNITS, LOCATED IN KISSIMMEE, FLORIDA, FOR THE PURPOSE OF PROVIDING HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND DISABLED PERSONS.
Expenses $928,546 · Revenue $256,568
As filed on the 2024 return.
Listed in Part VII
-
BETTY HOLLAND
TREASURER
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
JOHN MEDINA
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
ROBERT E HANSELL
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
ROBERT HUSBAND
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
TWIS LIZASUAIN
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
BERLEY CRUZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
BEVERLY HOUGLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
GEORGE SEDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
JASON DORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
KIMBERLEE GOODWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3 + 0.8 related
-
MYLIKA MORTON
CFO
- Total calculated
- $99,000
- From this org
- $0
- From related orgs
- $99,000
- Other
- $0
- Hours/week
- 1 + 41 related
-
WENDY FORD
CHIEF EXECUTIVE OFFICER
- Total calculated
- $168,808
- From this org
- $0
- From related orgs
- $168,808
- Other
- $0
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $168,808 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $168,808 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. 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- EXECUTIVE COMPENSATION IS DETERMINED BY OSCEOLA COUNTY COUNCIL ON AGING, INC. (OCCOA"), A RELATED 501(C)(3) ORGANIZATION. OCCOA USES THE FOLLOWING TO DETERMINE THEIR COMPENSATION: - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
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.
-
OSCEOLA COUNTY COUNCIL ON AGING INC -
501(c)(3) · TO PROMOTE THE PHYSICAL, MENTAL AND SOCIAL WELL-BEING OF SENIORS · FL
Directly controlled by NA
-
ST CLOUD VILLAS PHASE II INC -
501(c)(3) · PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY · FL
Directly controlled by OSCEOLA COUNTY COUNCIL ON AGING INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202513169349302046
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