Totals
- Total revenue
- $9,564,321
- Total expenses
- $9,465,366
- Contributions and grants received
- $8,975,020
- Grants paid
- $0
- Program service revenue
- $540,190
- Investment income
- $14,532
- Other revenue
- $34,579
- Total assets, end of year
- $7,492,571
- Total liabilities, end of year
- $511,981
- Net assets or fund balances, end of year
- $6,980,590
- Program services expenses (Part IX)
- $7,415,925
- Management and general expenses
- $2,049,441
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,415,925
Program services were 78.3% 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.
-
1a · Federated campaigns
$100,300
-
1e · Government grants (contributions)
$8,694,070
-
1f · All other contributions, gifts and grants
$180,650
-
2a · Program service revenue: MCSS TRANS. CONTRACTS
total $368,805 · related or exempt $368,805
-
2b · Program service revenue: CLIENT CONTRIBUTIONS AND FEES
total $84,906 · related or exempt $84,906
-
2c · Program service revenue: CLIENT CO-PAY
total $40,856 · related or exempt $40,856
-
2d · Program service revenue: PREFERRED CARE FEES
total $32,993 · related or exempt $32,993
-
2e · Program service revenue: MANAGED LONG TERM CARE FEES
total $12,630 · related or exempt $12,630
-
3 · Investment income
total $17,358 · excluded $17,358
-
7b · Less cost or other basis and sales expenses
securities $2,826
-
7c · Gain or loss
securities -$2,826
-
7d · Net gain or loss
total -$2,826 · excluded -$2,826
-
8b · Fundraising events: direct expenses
$3,688
-
8c · Net income from fundraising events
total -$3,688 · excluded -$3,688
-
11a · Other revenue: GAS TAX REFUND
total $22,563 · excluded $22,563
-
11b · Other revenue: INSURANCE LOSS REIMBURSEMENT
total $9,677 · excluded $9,677
-
11c · Other revenue: MISCELLANEOUS REVENUE
total $6,027 · excluded $6,027
-
11e · Other revenue, total
$38,267
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $215,690 · management and general $215,690
-
7 · Other salaries and wages
total $2,975,837 · program services $2,462,586 · management and general $513,251
-
8 · Pension plan contributions
total $95,634 · program services $74,408 · management and general $21,226
-
9 · Other employee benefits
total $511,828 · program services $418,825 · management and general $93,003
-
10 · Payroll taxes
total $232,975 · program services $181,267 · management and general $51,708
-
11b · Fees: legal
total $10,700 · program services $10,700
-
11c · Fees: accounting
total $17,500 · program services $17,500
-
11g · Fees: other
total $1,830,188 · program services $1,741,284 · management and general $88,904
-
12 · Advertising and promotion
total $13,521 · program services $13,521
-
13 · Office expenses
total $188,350 · program services $104,597 · management and general $83,753
-
16 · Occupancy
total $267,568 · program services $88,484 · management and general $179,084
-
17 · Travel
total $117,305 · program services $113,964 · management and general $3,341
-
20 · Interest
total $872 · program services $872
-
22 · Depreciation, depletion and amortization
total $655,664 · program services $612,714 · management and general $42,950
-
23 · Insurance
total $494,474 · program services $45,322 · management and general $449,152
-
24a · Other expenses: MEALS
total $510,179 · program services $508,883 · management and general $1,296
-
24b · Other expenses: FUEL
total $432,764 · program services $432,764
-
24c · Other expenses: OTHER EXPENSE
total $425,912 · program services $123,940 · management and general $301,972
-
24d · Other expenses: VEHICLE EXPENDITURES
total $224,252 · program services $224,252
-
24e · All other expenses
total $244,153 · program services $240,042 · management and general $4,111
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,606,290 · end of year $2,247,772
-
2 · Savings and temporary cash investments
beginning of year $306,613 · end of year $407,259
-
3 · Pledges and grants receivable
beginning of year $1,708,374 · end of year $1,349,010
-
4 · Accounts receivable
beginning of year $125,755 · end of year $312,557
-
9 · Prepaid expenses and deferred charges
beginning of year $21,988 · end of year $21,096
-
10a · Land, buildings and equipment: cost or other basis
$7,490,530
-
10b · Land, buildings and equipment: accumulated depreciation
$4,957,614
-
10c · Land, buildings and equipment, net
beginning of year $2,761,119 · end of year $2,532,916
-
11 · Investments: publicly traded securities
beginning of year $308,926 · end of year $358,012
-
15 · Other assets
beginning of year $234,359 · end of year $263,949
-
17 · Accounts payable and accrued expenses
beginning of year $592,560 · end of year $473,654
-
19 · Deferred revenue
beginning of year $3,764 · end of year $4,432
-
25 · Other liabilities
beginning of year $41,551 · end of year $33,895
-
27 · Net assets without donor restrictions
beginning of year $4,327,737 · end of year $5,180,945
-
28 · Net assets with donor restrictions
beginning of year $2,107,812 · end of year $1,799,645
Mission and programs · 2023
Mission
TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS.
-
PROVIDE TRANSPORTATION FOR MEDICAL, LIFE SUSTAINING, OR EDUCATIONAL PURPOSES FOR RESIDENTS WHO DO NOT DRIVE OR OWN/HAVE ACCESS TO A VEHICLE. PROVIDE ALL ADA TRANSPORTATION FOR RESIDENTS OF MARION COUNTY. FUNDING PROVIDED MAINLY THROUGH SECTIONS 5310 AND 5311, TRANSPORTATION DISADVANTAGED, AND LOCAL COUNTY FUNDS.
Expenses $3,366,042 · Revenue $440,751
-
COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES HOME CARE SERVICES, INCLUDING ADULT DAY CARE, PERSONAL CARE, HOMEMAKER, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE, CASE AID, AND CASE MANAGEMENT TO FUNCTIONALLY IMPAIRED ELDERLY PERSONS TO HELP THEM LIVE INDEPENDENT LIVES. CCE IS FUNDED THROUGH THE STATE OF FLORIDA GENERAL REVENUE FUND.
Expenses $1,236,354 · Revenue $40,856
-
TITLE IIIB IS A FEDERAL PROGRAM THROUGH THE OLDER AMERICANS ACT. IT PROVIDES PERSONS AGE 60 AND OVER TO RECEIVE HOMEMAKER SERVICES, TELEPHONE REASSURANCE AND EMERGENCY ALERT RESPONSE SERVICES TO HELP THEM LIVE INDEPENDENT LIVES.
Expenses $714,715 · Revenue $58,583
-
OTHER PROGRAM SERVICES INCLUDES TITLE IIIC-1, TITLE IIIC-2, TITLE IIIE, TITLE XXVI, ALZHEIMER'S DISEASE INITIATIVE, HOME CARE FOR THE ELDERLY, LOCAL SERVICES, CDBG SERVICE FACILITY, VOLUNTEER PROGRAM, MEALS ON WHEELS, PREFERRED CARE, MANAGED LONG-TERM CARE, AND MENTAL HEALTH SERVICES THROUGH LUTHERAN SERVICES FLORIDA.
Expenses $2,098,814 · Revenue $540,190
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jennifer MartinezJENNIFER MARTINEZ
EXECUTIVE DI
- Total calculated
- $133,758
- From this org
- $120,020
- From related orgs
- $0
- Other
- $13,738
- Hours/week
- 40
-
Tamara A Grant-PowellTAMARA A GRANT-POWELL
FINANCE DIRE
- Total calculated
- $81,932
- From this org
- $69,200
- From related orgs
- $0
- Other
- $12,732
- Hours/week
- 40
-
Jesse BlairJESSE BLAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angie DansbyANGIE DANSBY
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 1
-
Dr Cj EmmonsDR CJ EMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jamie GilmoreJAMIE GILMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack HilleslandJACK HILLESLAND
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Felecia JudgeFELECIA JUDGE
CHAIRWOMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jenna KragerJENNA KRAGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike McQuaigMIKE MCQUAIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill OppenheimerBILL OPPENHEIMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert PutzeysROBERT PUTZEYS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Samantha RaubaSAMANTHA RAUBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
April SavareseAPRIL SAVARESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rhoda WalkupRHODA WALKUP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Billy WoodsBILLY WOODS
DIRECTOR
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511219349300211
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.