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Nonprofiteer
← MID-FLORIDA AREA AGENCY ON AGING INC

Form 990 for tax year 2024

Filed by MID-FLORIDA AREA AGENCY ON AGING INC.

Totals

Total revenue
$35,363,635
Total expenses
$34,939,249
Contributions and grants received
$35,363,635
Grants paid
$23,918,875
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$11,477,055
Total liabilities, end of year
$5,209,528
Net assets or fund balances, end of year
$6,267,527
Program services expenses (Part IX)
$33,143,554
Management and general expenses
$1,795,695
Fundraising expenses
$0
Program service expenses (Part III)
$33,143,554

Program services were 94.9% 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.

  • 1e · Government grants (contributions)

    $30,387,652

  • 1f · All other contributions, gifts and grants

    $4,975,983

  • 1g · Noncash contributions included above

    $70,819

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $23,918,875 · program services $23,918,875

  • 5 · Compensation of officers, directors and key employees

    total $351,104 · management and general $351,104

  • 7 · Other salaries and wages

    total $3,327,971 · program services $2,723,915 · management and general $604,056

  • 9 · Other employee benefits

    total $1,112,303 · program services $823,527 · management and general $288,776

  • 10 · Payroll taxes

    total $277,606 · program services $205,534 · management and general $72,072

  • 11c · Fees: accounting

    total $342,166 · program services $189,522 · management and general $152,644

  • 11g · Fees: other

    total $29,439 · program services $16,306 · management and general $13,133

  • 12 · Advertising and promotion

    total $47,190 · program services $29,958 · management and general $17,232

  • 13 · Office expenses

    total $154,596 · program services $80,574 · management and general $74,022

  • 17 · Travel

    total $84,285 · program services $76,818 · management and general $7,467

  • 22 · Depreciation, depletion and amortization

    total $52,823 · program services $52,823

  • 24a · Other expenses: SUBCONTRACTORS

    total $4,537,110 · program services $4,529,885 · management and general $7,225

  • 24b · Other expenses: OTHER DIRECT COST

    total $462,755 · program services $293,775 · management and general $168,980

  • 24c · Other expenses: COMMUNICATION & UTILITIES

    total $110,015 · program services $91,986 · management and general $18,029

  • 24d · Other expenses: IN-KIND

    total $70,819 · program services $70,819

  • 24e · All other expenses

    total $60,192 · program services $39,237 · management and general $20,955

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,049,205 · end of year $5,745,196

  • 3 · Pledges and grants receivable

    beginning of year $5,363,701 · end of year $4,778,450

  • 9 · Prepaid expenses and deferred charges

    beginning of year $110,688 · end of year $109,672

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

    $1,816,819

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

    $989,535

  • 10c · Land, buildings and equipment, net

    beginning of year $873,651 · end of year $827,284

  • 15 · Other assets

    beginning of year $38,017 · end of year $16,453

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,473,813 · end of year $5,193,075

  • 19 · Deferred revenue

    beginning of year $80,291

  • 25 · Other liabilities

    beginning of year $38,017 · end of year $16,453

  • 27 · Net assets without donor restrictions

    beginning of year $5,843,141 · end of year $6,267,527

Mission and programs · 2024

Mission

THE MISSION OF THE AGENCY IS TO PLAN, COORDINATE AND ADVOCATE FOR THE DEVELOPMENT OF A COORDINATED SERVICE DELIVERY SYSTEM TO SERVE THE NEEDS OF OLDER PERSONS LIVING IN MID-FLORIDA.

  • TITLE III C - TO SUPPORT NUTRITION SERVICES INCLUDING NUTRITIOUS MEALS, NUTRITION EDUCATION AND OTHER SERVICES FOR OLDER AMERICANS. SPECIFICALLY, THIS GRANT PROGRAM ALLOWS US TO: (1) REDUCE HUNGER AND FOOD INSECURITY; (2) PROMOTE SOCIALIZATION OF ODLER INDIVIDUALS; AND (3) PROMOTE THE HEALTH AND WELL-BEING OF OLDER INDIVIDUALS BY HELPING THEM GAIN ACCESS TO NUTRITION AND OTHER DISEASE PREVENTION AND HEALTH PROMOTION SERVICES TO DELAY THE ONSET OF ADVERSE HEALTH CONDITIONS RESULTING FROM POOR NUTRITIONAL HEALTH OR SEDENTARTY BEHAVIOR. SERVICES ARE PROVIDED THROUGH THIS PROGRAM TO INDIVIDUALS AGED 60 OR OLDER, IN A CONGREGATE SETTING OR IN-HOME. THESE SERVICES INCLUDE MEALS, NUTRITION EDUCATION, NUTRITION COUNSELING, AND NUTRITION SCREENNG AND ASSESSMENT.

    Expenses $4,994,372 · Grants $4,994,372

  • COMMUNITY CARE FOR THE ELDERLY - TO PROVIDE A CONTINUM OF CARE THROUGH THE DEVELOPMENT, EXPANSION, REORGANIZATION AND COORDINATION OF MULTIPLE COMMUNITY- BASED SERVICES TO ASSIST FUNCTIONALLY IMPAIRED ELDERS IN LIVING AS INDEPENDENTLY AS POSSIBLE IN THEIR OWN HOMES OR IN THE HOMES OF RELATIVES OR CAREGIVERS IN THE LEAST RESTRICTIVE ENVIRONMENT SUITABLE TO THEIR NEEDS AND PREVENT OR DELAY MORE COSTLY INSTITUTIONALIZATION.

    Expenses $6,858,068 · Grants $6,858,068

  • TITLE III B - TO MAXIMIZE THE SUPPORT PROVIDED TO OLDER AMERICANS TO ENABLE THEM TO REMAIN IN THIER HOMES. THIS PROGRAM INVOLVES FACILITATING THE DEVELOPMENT AND IMPLEMENTATION OF A COMPREHENSIVE, COORDINATD SYSTEM FOR PROVIDING LONG-TERM CARE IN HOME AND COMMUNITY-BASED SETTINGS, IN A MANNER RESPONSIVE TO THE NEEDS AND PREFERENCES OF OLDER INDIVIDUALS AND THEIR FAMILY CAREGIVERS.

    Expenses $4,069,449 · Grants $4,069,449

  • TITLE III D - THIS PROGRAM PROVIDES FOR DISEASE PREVENTION AND HEALTH PROMOTION SERVICES INCLUDING COUNSELING AND EDUCATIONAL SERVICES FOR INDIVIDUALS AND PRIMARY CARE GIVERS; HEALTH PROMOTION; PHYSICAL FITNESS; EDUCATION ON AVAILABILITY OF BENEFITS AND APPROPRIATE USE OF PREVENTIVE SERVICES; EDUCATION ON MEDICATION MANAGEMENT. TITLE III E - THIS PROGRAM ALLOWS FOR PROVIDING MULTIFACETED SYSTEMS OF SUPPORT SERVICES FOR: (1) FAMILY CAREGIVERS; AND (2) GRANDPARENTS OR OLDER INDIVIDUALS WHO ARE RELATIVE CAREGIVERS. SERVICES TO BE PROVIDED INCLUDE: INFORMATION TO CAREGIVERS ABOUT AVAILABLE SERVICES, ASSISTANCE TO CAREGIVERS IN GAINING ACCESS TO THE SERVICES; INDIVIDUAL COUNSELING, AND CAREGIVER TRAINING TO CAREGIVERS TO ASSIST THE CAREGIVERS IN MAKING DECISIONS AND SOLVING PROBLEMS RELATING TO THEIR CAREGIVING ROLES; RESPITE CARE TO ENABLE CAREGIVERS TO BE TEMPORARILY RELIEVED FROM THEIR CAREGIVING RESPONSIBILITIES; AND SUPPLEMENTAL SERVICES, ON A LIMITED BASIS, TO IMPLEMENT THE CARE PROVIDED BY CAREGIVERS. TITLE VII ELDER ABUSE - THIS PROGRAM ALLOWS US TO SUPPORT ACTIVITIES TO DEVELOP, STRENGTHEN, AND CARRY OUT PROGRAMS FOR THE PREVENTION, DETECTION, ASSESSMENT, AND TREATMENT OF, INTERVENTION IN, INVESTIGATION OF, AND RESPONSE TO ELDER ABUSE, NEGLECT, AND EXPLOITATION (INCLUDING FINANCIAL EXPLOITATION). EMERGENCY HOME ENERGY ASSISTANCE FOR THE ELDERLY - THIS PROGRAM ALLOWS US TO HELP LOW-INCOME PEOPLE MEET THE COSTS OF HOME ENERGY (DEFINED AS HEATING AND COOLING OF RESIDENCES), INCREASE THIER ENERGY SELF-SUFFICIENCY,AND REDUCE THEIR VULNERABILITY RESULTING FROM ENERGY NEEDS. A PRIMARY PURPOSE IS MEETING IMMEDIATE HOME ENERGY NEEDS. THE TARGET POPULATION IS LOW-INCOME HOUSEHOLDS, ESPECIALLY THOSE WITH THE LOWEST INCOMES AND THE HIGHEST HOME ENERGY COSTS OR NEEDS IN RELATION TO INCOME, TAKING INTO ACCOUNT FAMILY SIZE. ADDITIONAL TARGETS ARE LOW-INCOME HOUSEHOLDS WITH MEMBERS WHO ARE ESPECIALLY VULNERABLE, INCLUDING THE ELDERLY, PERSONS WITH DISABILITIES, AND YOUNG CHILDREN. ALZHEIMER'S DISEASE INITIATIVES- ALZHEIMER MODEL DAY CARE MUST PROVIDE SERVICE DELIVERY TO PERSONS SUFFERING FROM ALZHEIMER'S DISEASE OR A RELATED MEMORY DISORDER AND PROVIDE TRAINING FOR HEALTH CARE AND SOCIAL SERVICE PERSONNEL IN THE CARE OF PERSONS HAVING ALZHEIMER'S DISEASE OR RELATED MEMORY DISORDERS. IN ADDITION, ALZHEIMER'S DISEASE INITIATIVE PROVIDES IN- HOME, FACILITY- BASED, EMERGENCY AND EXTENDED CARE RESPITE FOR CAREGIVERS OF INDIVIDUALS 18 YEARS OR AGE OR OLDER THAT ARE DIAGNOSED WITH, OR SUSPECTED OF HAVING ALZHEIMER'S DISEASE OR A RELATED DISORDER. HOME CARE FOR THE ELDERLY - THIS PROGRAM IS TO ENCOURAGE THE PROVISION OF CARE FOR PEOPLE AGE 60 AND OLDER IN FAMILY TYPE LIVING ARRANGEMENTS IN PRIVATE HOMES AS AN ALTERNATIVE TO INSTITUTIONAL OR NURSING HOME CARE. THE PROGRAM PROVIDES A BASIC SUBSIDY AVERAGING 160 A MONTH TO A CAREGIVER FOR THREE OR FEWER ELDERS LIVING IN A PRIVATE HOME TO PROVIDE BASIC SERVICES OF MAINTENANCE AND SUPERVISIION, AS WELL AS COORDINATING OTHER NECESSARY SPECIALIZED SERVICES.

    Expenses $17,221,665 · Grants $7,996,986

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

Listed in Part VII

  • Shirley Green Brown

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0
  • Roque Perez-Velez

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    0
  • Richard Esseck

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    0
  • Mildred Milligan

    SECRETARY

    Total calculated
    $0
    Hours/week
    0
  • Jeff Greenspan

    TREASURER

    Total calculated
    $0
    Hours/week
    0
  • Cheryl Danley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Marcia Burr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Mary Dukes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Mary Mitchell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Phyllis McKnight

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Salvie Andreola

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Victoria Conklin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Katina Mustipher

    CHIEF EXEC O

    Total calculated
    $167,282
    From this org
    $167,282
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,282
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $167,282
  • Lisa Kanarek

    COO

    Total calculated
    $87,665
    From this org
    $87,665
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Christopher Johnson

    DIR. OF FINA

    Total calculated
    $96,157
    From this org
    $96,157
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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 committee
  • 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
1 July 2025
IRS schema version
2024v5.0
Source object
202521829349301642

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