Form 990 for tax year 2023
Filed by AREA AGENCY ON AGING FOR NORTH FLORIDA INC.
Totals
- Total revenue
- $11,946,756
- Total expenses
- $12,006,942
- Contributions and grants received
- $11,944,944
- Grants paid
- $9,369,322
- Program service revenue
- $0
- Investment income
- $1,812
- Other revenue
- $0
- Total assets, end of year
- $3,071,183
- Total liabilities, end of year
- $1,479,755
- Net assets or fund balances, end of year
- $1,591,428
- Program services expenses (Part IX)
- $10,546,696
- Management and general expenses
- $1,460,246
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,546,696
Program services were 87.8% 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)
$11,883,402
-
1f · All other contributions, gifts and grants
$61,542
-
3 · Investment income
total $1,812 · excluded $1,812
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,369,322 · program services $9,369,322
-
5 · Compensation of officers, directors and key employees
total $206,910 · program services $112,392 · management and general $94,518
-
7 · Other salaries and wages
total $1,049,132 · program services $569,882 · management and general $479,250
-
8 · Pension plan contributions
total $55,619 · program services $30,212 · management and general $25,407
-
9 · Other employee benefits
total $147,920 · program services $80,349 · management and general $67,571
-
10 · Payroll taxes
total $74,862 · program services $40,665 · management and general $34,197
-
11c · Fees: accounting
total $23,001 · program services $6,317 · management and general $16,684
-
11g · Fees: other
total $166,817 · program services $45,813 · management and general $121,004
-
13 · Office expenses
total $100,912 · program services $45,664 · management and general $55,248
-
14 · Information technology
total $9,788 · program services $58 · management and general $9,730
-
17 · Travel
total $29,062 · program services $7,597 · management and general $21,465
-
19 · Conferences, conventions and meetings
total $9,836 · program services $1,008 · management and general $8,828
-
22 · Depreciation, depletion and amortization
total $27,368 · management and general $27,368
-
23 · Insurance
total $58,910 · program services $23,272 · management and general $35,638
-
24a · Other expenses: ADMINISTRATIVE PROGRAM
total $337,595 · management and general $337,595
-
24b · Other expenses: MISCELLANEOUS
total $333,810 · program services $212,785 · management and general $121,025
-
24c · Other expenses: REPAIRS & MAINTENANCE
total $6,078 · program services $1,360 · management and general $4,718
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $690,336 · end of year $1,218,938
-
2 · Savings and temporary cash investments
beginning of year $30,000 · end of year $30,780
-
3 · Pledges and grants receivable
beginning of year $1,787,651 · end of year $1,377,252
-
10a · Land, buildings and equipment: cost or other basis
$858,299
-
10b · Land, buildings and equipment: accumulated depreciation
$417,862
-
10c · Land, buildings and equipment, net
beginning of year $526,487 · end of year $440,437
-
15 · Other assets
beginning of year $3,776 · end of year $3,776
-
17 · Accounts payable and accrued expenses
beginning of year $1,386,636 · end of year $1,415,240
-
19 · Deferred revenue
end of year $64,515
-
27 · Net assets without donor restrictions
beginning of year $1,236,645 · end of year $1,391,406
-
28 · Net assets with donor restrictions
beginning of year $414,969 · end of year $200,022
Mission and programs · 2023
Mission
OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES, AND CAREGIVERS THROUGH ADVOCACY, EDUCATION, AND SUPPORT. WE WANT TO ENSURE THAT OLDER ADULTS AND ADULTS WITH DISABILITIES ARE VALUED AND HAVE THE RESOURCES THEY NEED TO LIVE LIFE WITH DIGNITY. WE COORDINATE A VARIETY OF HOME AND COMMUNITY-BASED SERVICES THROUGH CONTRACTS WITH LOCAL PROVIDERS IN FOURTEEN FLORIDA COUNTIES TO ASSIST SENIORS, PEOPLE WITH DISABILITIES AND THEIR CAREGIVERS. ALL PROGRAMS ARE DESIGNED TO MAXIMIZE OUR CLIENTS' INDEPENDENCE AND SECURITY WHILE THEY AGE IN PLACE.
Activities or mission (Part I)
OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES, AND CAREGIVERS THROUGH ADVOCACY, EDUCATION, AND SUPPORT. WE WANT TO ENSURE THAT OLDER ADULTS AND ADULTS WITH DISABILITIES ARE VALUED AND HAVE THE RESOURCES THEY NEED TO LIVE LIFE WITH DIGNITY.
-
SPECIAL PROGRAMS FOR THE AGING - PROVIDE ACCESS TO SUPPORTIVE SERVICES, HOME DELIVERED MEALS, CONGREGATE DINING SITES, ELDER ABUSE PREVENTION PROGRAMMING AND HEALTH AND WELLNESS EDUCATION.
Expenses $3,244,967 · Grants $2,876,192
-
COMMUNITY CARE FOR THE ELDERLY - PROVIDES IN-HOME SERVICES SUCH AS RESPITE, SHOPPING ASSISTANCE, BATHING, HOUSEKEEPING, ETC.
Expenses $2,614,630 · Grants $2,614,630
-
ALZHEIMER'S RESPITE SERVICES - PROVIDES IN HOME SERVICES, CAREGIVER TRAINING, TRANSPORTATION, ETC. TO INDIVIDUALS WITH ALZHEIMER'S
Expenses $1,463,953 · Grants $1,463,953
-
OTHER PROGRAM SERVICES INCLUDED: HOME CARE FOR THE ELDERLY, AGING RESOURCE CENTER, VHA HOME CARE, LOW-INCOME HOME ENERGY ASSISTANCE, MEDICAID WAIVER, SERVIING HEALTH INSURANCE NEEDS OF ELDERS, AND LOCAL SERVICE PROGRAMS
Expenses $3,223,146 · Grants $2,414,547
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cherry SmithCHERRY SMITH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Harriet RichHARRIET RICH
2ND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Dorothy AlexanderDOROTHY ALEXANDER
1ST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Anita ClarkeANITA CLARKE
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Willie Ann DickeyWILLIE ANN DICKEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Shirley OwensSHIRLEY OWENS
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Robert PresnellROBERT PRESNELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Arzella SmithARZELLA SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Janice WiseJANICE WISE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Brenda CarltonBRENDA CARLTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Lisa BretzLISA BRETZ
EXECUTIVE DIRECTOR
- Total calculated
- $117,211
- From this org
- $108,459
- From related orgs
- $0
- Other
- $8,752
- Hours/week
- 40
-
David GaussDAVID GAUSS
DIRECTOR OF ADMINISTRATION
- Total calculated
- $89,700
- From this org
- $75,983
- From related orgs
- $0
- Other
- $13,717
- 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.
Grants on this return
-
$2,268,509
ELDER SERVICES
-
BAY COUNTY COUNCIL ON AGING INC
$1,753,150
ELDER SERVICES
-
ELDER SERVICES
-
$595,433
ELDER SERVICES
-
ELDER SERVICES
-
HOLMES COUNTY COUNCIL ON AGING INC
$501,886
ELDER SERVICES
-
ELDER SERVICES
-
ELDER SERVICES
-
TAYLOR SENIOR CITIZENS CENTER INC
$405,010
ELDER SERVICES
-
ELDER SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422829349300002
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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