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Nonprofiteer
← THE COUNCIL ON AGING OF MARTIN COUNTY INC

Form 990 for tax year 2023

Filed by THE COUNCIL ON AGING OF MARTIN COUNTY INC.

Totals

Total revenue
$7,689,875
Total expenses
$7,062,987
Contributions and grants received
$4,259,068
Grants paid
$0
Program service revenue
$3,006,314
Investment income
$361,913
Other revenue
$62,580
Total assets, end of year
$14,276,416
Total liabilities, end of year
$1,401,454
Net assets or fund balances, end of year
$12,874,962
Program services expenses (Part IX)
$6,054,461
Management and general expenses
$785,238
Fundraising expenses
$223,288
Program service expenses (Part III)
$6,054,461

Program services were 85.7% 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

    $60,000

  • 1c · Fundraising events

    $179,250

  • 1e · Government grants (contributions)

    $2,462,758

  • 1f · All other contributions, gifts and grants

    $1,557,060

  • 2a · Program service revenue: DAY MEDICAL CENTER

    total $1,304,095 · related or exempt $1,304,095

  • 2b · Program service revenue: ADULT DAY CARE

    total $1,036,679 · related or exempt $1,036,679

  • 2c · Program service revenue: MEALS ON WHEELS

    total $408,022 · related or exempt $408,022

  • 2d · Program service revenue: SENIOR CENTER

    total $236,702 · related or exempt $161,826 · unrelated business $74,876

  • 2e · Program service revenue: CASE MANAGEMENT & OTHER SVCS

    total $20,816 · related or exempt $20,816

  • 3 · Investment income

    total $130,823 · excluded $130,823

  • 6a · Gross rents

    real property $68,501

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $68,501

  • 6d · Net rental income or loss

    total $68,501 · excluded $68,501

  • 7a · Gross sales of assets other than inventory

    securities $1,524,230

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

    securities $1,293,140

  • 7c · Gain or loss

    securities $231,090

  • 7d · Net gain or loss

    total $231,090 · excluded $231,090

  • 8a · Fundraising events: gross income

    $65,376

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

    $179,250

  • 8b · Fundraising events: direct expenses

    $71,826

  • 8c · Net income from fundraising events

    total -$6,450 · excluded -$6,450

  • 11a · Other revenue: MISCELLANEOUS

    total $529 · related or exempt $529

  • 11e · Other revenue, total

    $529

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $266,461 · program services $147,045 · management and general $113,776 · fundraising $5,640

  • 7 · Other salaries and wages

    total $3,098,429 · program services $2,668,947 · management and general $294,431 · fundraising $135,051

  • 9 · Other employee benefits

    total $266,244 · program services $180,129 · management and general $73,858 · fundraising $12,257

  • 10 · Payroll taxes

    total $250,676 · program services $210,386 · management and general $30,099 · fundraising $10,191

  • 11g · Fees: other

    total $277,301 · program services $143,923 · management and general $119,595 · fundraising $13,783

  • 12 · Advertising and promotion

    total $36,369 · program services $26,015 · management and general $7,384 · fundraising $2,970

  • 14 · Information technology

    total $104,951 · program services $51,877 · management and general $46,769 · fundraising $6,305

  • 16 · Occupancy

    total $178,816 · program services $110,643 · management and general $68,173

  • 17 · Travel

    total $32,431 · program services $12,794 · management and general $11,150 · fundraising $8,487

  • 20 · Interest

    total $35,638 · management and general $35,638

  • 22 · Depreciation, depletion and amortization

    total $342,228 · program services $35,358 · management and general $306,870

  • 23 · Insurance

    total $190,523 · program services $70,841 · management and general $119,682

  • 24a · Other expenses: CLIENT MEALS AND SERVIC

    total $1,143,193 · program services $1,141,722 · management and general $1,224 · fundraising $247

  • 24b · Other expenses: FUEL AND SUPPLIES

    total $252,604 · program services $211,939 · management and general $34,043 · fundraising $6,622

  • 24c · Other expenses: MAINTENANCE

    total $150,279 · program services $63,320 · management and general $86,959

  • 24d · Other expenses: COMMUNICATIONS,POSTAGE

    total $111,608 · program services $7,122 · management and general $99,777 · fundraising $4,709

  • 24e · All other expenses

    total $325,236 · program services $972,400 · management and general -$664,190 · fundraising $17,026

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $851,516 · end of year $806,879

  • 2 · Savings and temporary cash investments

    beginning of year $1,070,378 · end of year $1,071,719

  • 3 · Pledges and grants receivable

    beginning of year $1,193,970 · end of year $1,319,792

  • 4 · Accounts receivable

    beginning of year $167,702 · end of year $236,426

  • 8 · Inventories for sale or use

    beginning of year $9,798 · end of year $7,763

  • 9 · Prepaid expenses and deferred charges

    beginning of year $94,543 · end of year $97,568

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

    $12,634,885

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

    $5,698,075

  • 10c · Land, buildings and equipment, net

    beginning of year $7,254,337 · end of year $6,936,810

  • 12 · Investments: other securities

    beginning of year $2,764,561 · end of year $3,712,830

  • 15 · Other assets

    beginning of year $169,714 · end of year $86,629

  • 17 · Accounts payable and accrued expenses

    beginning of year $487,320 · end of year $519,429

  • 23 · Secured mortgages and notes payable

    beginning of year $794,961 · end of year $658,398

  • 24 · Unsecured notes and loans payable

    beginning of year $148,206 · end of year $144,544

  • 25 · Other liabilities

    beginning of year $164,845 · end of year $79,083

  • 27 · Net assets without donor restrictions

    beginning of year $9,217,952 · end of year $9,594,509

  • 28 · Net assets with donor restrictions

    beginning of year $2,763,235 · end of year $3,280,453

Mission and programs · 2023

Mission

THE COUNCIL ON AGING OF MARTIN COUNTY IS DESIGNATED THE LEAD AGENCY FOR AGING IN MARTIN COUNTY BY THE AREA AGENCY ON AGING PSA9 IN FLORIDA. WITH THIS DESIGNATION COMES THE RESPONSIBILITY FOR THE COUNCIL TO ADVOCATE, COUNSEL, OVERSEE AND PROVIDE VARIOUS CRITICAL SERVICES FOR VULNERABLE ELDERS RECEIVING STATE AND FEDERAL GRANT FUNDS, SCHOLARSHIPS FUNDED BY PRIVATE DONATIONS AND GRANTS, AND PRIVATE PAY SOURCES. CRITICAL SERVICES INCLUDE MEALS ON WHEELS, ADULT DAY CARE HEALTH PROGRAM, GERIATRIC SPECIALTY PRIMARY MEDICAL CARE, CASE MANAGEMENT, AND CAREGIVER SUPPORT.

Activities or mission (Part I)

THE COUNCIL ON AGING OF MARTIN COUNTY COORDINATES, PROMOTES, AND PROVIDES COMPREHENSIVE COMMUNITY BASED PROGRAMS THAT ARE LIFE SAVING AND LIFE IMPROVING FOR SENIORS IN MARTIN COUNTY. THE GOAL IS FOR SENIORS TO LIVE IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, TO AVOID INSTITUTIONAL PLACEMENT THUS DECREASING THE FINANCIAL AND EMOTIONAL BURDEN ON FAMILIES AND SOCIETY FOR EXTENDED LONG TERM NEEDS.

  • GERIATRIC CASE MANAGEMENT: ADVOCACY, NAVIGATION AND COUNSELING FOR ELDERS AND THEIR CAREGIVERS BY CERTIFIED CARE MANAGERS. COUNCIL CLIENTS SERVED ARE PROVIDED A COMPREHENSIVE ASSESSMENT, AN INDIVIDUALIZED CARE PLAN, AND NAVIGATION TO OBTAIN FUNDING FOR NEEDED RESOURCES. CARE MANAGERS ALSO ARRANGE AND MONITOR IN HOME SERVICES SUCH AS PERSONAL CARE, HOMEMAKER, CHORES, AND RESPITE CARE. DUE TO AN EXTENSIVE WAITING LIST IN FLORIDA FOR STATE AND FEDERAL FUNDING, PHILANTHROPIC DONATIONS PROVIDED TO THE COUNCIL ARE UTILIZED BY THE CARE MANAGERS TO FUND PROGRAM SUPPORT TO POOR AND NEEDY SENIORS WHO ARE ABLE TO AVOID ADVANCED PLACEMENT IN AN INSTITUTIONAL SETTING.

    Expenses $1,195,463 · Revenue $20,816

  • NUTRITION/MEAL SERVICES: THE COUNCIL PROVIDES MEAL PROGRAMS TO MEET THE NEEDS OF SPECIFIC DIETS FOR SENIORS. HUNDREDS OF FRESH, DIET SPECIFIC NUTRITIOUS MEALS ARE PREPARED IN THE COUNCIL KITCHEN WITH MENUS BASED ON CERTIFIED DIETICIAN RECOMMENDATIONS. THE MEALS ARE DELIVERED BY VOLUNTEERS TO HOMEBOUND SENIORS WHO ARE ISOLATED AND ALONE. FIVE CONGREGATE DINING CENTER LOCATIONS IN MARTIN COUNTY ARE OFFERED SO THAT SOCIAL INTERACTION IN A GROUP SETTING CAN ASSIST IN AVOIDING DEPRESSION FROM SOCIAL ISOLATION.DUE TO AN EXTENSIVE GOVERNMENT FUNDED WAITLIST, CHARITABLE FUNDS ARE SOLICITED EVERY YEAR TO ASSIST IN ELIMINATION OF THE MEALS ON WHEELS WAITLIST FOR NEEDY SENIORS. PRIVATE PAY MEAL SERVICE FUNDS (KANE CUISINE) ASSIST IN THE SHORT FALL OF DOLLARS FROM GOVERNMENT FUNDED MEALS ON WHEELS PROGRAM.

    Expenses $1,443,542 · Revenue $408,022

  • ADULT DAY CARE HEALTH PROGRAM: THE ADULT DAY PROGRAM IS A DAYTIME PROGRAM FOR SENIORS WHO NEED ASSISTANCE WITH DAILY LIVING, SO THAT THEY CAN LIVE IN A NON-INSTIUTIONAL SETTING FOR AN EXTENDED PERIOD OF THEIR SENIOR YEARS. CLIENTS BENEFIT FROM SOCIAL INTERACTION AND ENHANCED CARE, WHILE THEIR FAMILY MEMBERS RECEIVE RESPITE TIME. THE ADULT DAY PROGRAM OFFERS STRUCTURED PROGRAMS FOR SENIORS SUFFERING FROM MEMORY LOSS AS WELL AS THOSE WHO REQUIRE OVERSIGHT FROM AN RN FOR THEIR MEDICAL NEEDS. THE ADULT DAY PROGRAM IS LICENSED BY THE STATE OF FLORIDA AND IS SURVEYED EACH YEAR FOR STATUTORY COMPLIANCE.

    Expenses $1,349,841 · Revenue $1,036,679

  • THE DAY MEDICAL CENTER (FORMERLY KNOWN AS KANE CLINIC): THIS PROGRAM CONSISTS OF A PRIMARY CARE SENIOR ADULT AND GERIATRIC MEDICAL PRACTICE LOCATED AT THE SENIOR CENTER. TWO BOARD CERTIFIED INTERNISTS AND THREE ADVANCED REGISTERED NURSE PRACTITIONERS PROVIDE COORDINATED, COMPREHENSIVE CARE TO PATIENTS WITH THE DESIRED OUTCOMES OF SEAMLESS CARE TRANSITIONS OF AGING AND BOTH DECREASED HOSPITALIZATIONS AND EMERGENCY ROOM VISITS. MANAGEMENT OF CHRONIC CARE CONDITIONS IS PARAMOUNT AS A GOAL. FAMILY INTERACTION IS ENCOURAGED AT ALL VISITS.

    Expenses $1,505,957 · Revenue $1,304,095

  • SENIOR CENTER: THE KANE CENTER OFFERS A RANGE OF SENIOR CENTER PROGRAM DESIGNED TO ASSIST ACTIVE SENIORS TO MAINTAIN WELLNESS AND ENGAGED WITHIN THE COMMUNITY. PROGRAMS AND EDUCATIONAL SERIES FOCUSED ON SENIOR SAFETY, SECURITY, NUTRITION, EXERCISE, BRAIN HEALTH AND SOCIAL AND FINANCIAL HEALTH.

    Expenses $559,658 · Revenue $236,702

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chuck Cleaver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • William G Clifford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gertrude Rodgers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nicki Schoonover

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • James Simoneau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kathryn Spencer

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Heidi Lahti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Merritt

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Neil Boland

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Preethi Sekharan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Greg Nuttall

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Elizabeth Price

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Hilbert Bert Giscombe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Steve McGovern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Karen Ripper

    PRESIDENT/CEO

    Total calculated
    $165,549
    From this org
    $153,670
    From related orgs
    $0
    Other
    $11,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,670
    Bonus
    $0
    Other
    $0
    Deferred
    $3,246
    Nontaxable benefits
    $8,633
    Filer's total
    $165,549

  • Carmen Wallace

    CHIEF FINANCIAL OFFICER

    Total calculated
    $123,743
    From this org
    $112,791
    From related orgs
    $0
    Other
    $10,952
    Hours/week
    40

  • Michele Jacobs

    CPO

    Total calculated
    $140,469
    From this org
    $129,190
    From related orgs
    $0
    Other
    $11,279
    Hours/week
    40

  • Mildred Sabo

    MD

    Total calculated
    $154,707
    From this org
    $151,805
    From related orgs
    $0
    Other
    $2,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,805
    Bonus
    $0
    Other
    $0
    Deferred
    $2,902
    Nontaxable benefits
    $0
    Filer's total
    $154,707

  • Kaitlyn Diamond

    ARNP

    Total calculated
    $105,512
    From this org
    $105,170
    From related orgs
    $0
    Other
    $342
    Hours/week
    40

  • Robert Kenney

    MD

    Total calculated
    $147,191
    From this org
    $147,020
    From related orgs
    $0
    Other
    $171
    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 · Independent compensation consultant
  • 3 · Compensation survey or study

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)

Part I, Line 3
COUNCIL ON AGING OF MARTIN COUNTY INITIATED AN AGREEMENT WITH EFFECTIVE RESOURCES TO PERFORM A MARKET ANALYSIS OF PAY STRUCTURES AND PRESENT RECOMMENDATIONS TO THE MANAGEMENT TEAM AND BOARD OF DIRECTORS.

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
2023
Filed
15 February 2025
IRS schema version
2023v6.0
Source object
202510469349300631

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