- Revenue 2024
- $32,008,853
- Expenses 2024
- $32,160,069
Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 0000
- Street
- 2830 WINKLER AVE STE 112
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE AGENCY IS ONE OF ELEVEN AREA AGENCIES ON AGING IN THE STATE OF FLORIDA PROVIDING ASSISTANCE FOR THE DEVELOPMENT, PLANNING AND ADMINISTRATION OF SERVICE PROGRAMS FOR THE ELDERLY. THE AGENCY'S SERVICE AREA INCLUDES CHARLOTTE, COLLIER, DESOTO, GLADES, HENDRY, LEE AND SARASOTA COUNTIES. THE AGENCY IS RESPONSIBLE FOR DEVELOPING AN AREA PLAN AND SUBGRANTING FEDERAL AND STATE FUNDS TO DIRECT PROVIDERS OF SERVICES FOR OLDER PERSONS TO ACHEIVE THE PLAN GOALS.
-
OLDER AMERICAN ACT (OAA)- TITLE 3B, C1, C2, 3E - FOSTERS THE DEVELOPMENT OF COMMUNITY BASED SYSTEMS OF SERVICE FOR OLDER PERSONS AND PROVIDES SUPPORTIVE SERVICES (MEALS, HOMEMAKING, PERSONAL CARE, ACCESS) ALONG WITH SERVICES TO CAREGIVERS. THIS ALSO INCLUDES MEETING NUTRITIONAL NEEDS OF THE SENIORS UNDER TITLE C1 AND C2 BY PROVIDING NUTRITIONAL SERVICES IN A CONGREGATE MEAL SITE OR BY MEALS DELIVERED TO THE SENIORS HOME. 2,760 CLIENTS WERE SERVED.
Expenses $9,741,185 · Grants $7,313,862
-
GENERAL REVENUE - CCE, HCE, ADI, RESPITE RELIEF - PROVIDES IN HOME SERVICES TO THE LOW INCOME, FRAIL SENIORS OVER AGE 60 WITH THE GOAL BEING TO REDUCE OR DELAY PREMATURE OR INAPPROPRIATE AND EXPENSIVE PLACEMENT OF OLDER PERSONS IN NURSING HOMES AND OTHER INSTITUTIONS. 6,412 SENIORS WERE SERVED THROUGH THESE PROGRAMS. PARTICIPATION IN THESE PROGRAMS IMPROVED QUALITY OF LIFE FOR THE SENIORS AND REDUCED THE COST OF SUPPORTIVE CARE TO THE TAXPAYERS.
Expenses $13,193,371 · Grants $13,102,860
-
VDC PROGRAM - THE NATIONWIDE VDC PROGRAM ALLOWS FOR VETERANS TO MANAGE THEIR OWN FLEXIBLE BUDGETS FOR THEIR CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE AT HOME WITH DIGNITY. THE ADRC PROVIDES COUNSELING AND SUPPORT, CARE SERVICE PLANNING, AND FISCAL MANAGEMENT SERVICES. 127 VETERANS SERVED.
Expenses $3,738,135 · Grants $3,307,144
-
ADDITIONAL PROGRAMS INCLUDE SHINE PROGRAM, WELLNESS AND MEDICATION MANAGEMENT, HOME ENERGY ASSISTANCE, INFO AND INTAKE AND OTHER PROGRAMS THAT ASSIST THE ELDERLY
Expenses $5,321,680 · Grants $3,843,955
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Marciela MoradoMARCIELA MORADO
EXECUTIVE DI
- Total calculated
- $150,693
- From this org
- $140,003
- From related orgs
- $0
- Other
- $10,690
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,003
- Bonus
- not reported
- Other
- not reported
- Deferred
- $10,690
- Nontaxable benefits
- not reported
- Filer's total
- $150,693
-
Garrett AndersonGARRETT ANDERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Mary BartoshukMARY BARTOSHUK
AC CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Susan BergerSUSAN BERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Wendy Boaz-HayesWENDY BOAZ-HAYES
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Dave BoerkoelDAVE BOERKOEL
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Dr Lesley ClackDR LESLEY CLACK
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Jaha CummingsJAHA CUMMINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Dan KatzDAN KATZ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Pam KellerPAM KELLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5
-
Dr Denise McNultyDR DENISE MCNULTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Beth PratherBETH PRATHER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Victoria StarykVICTORIA STARYK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Christina StewartCHRISTINA STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Meriam Jackie WalkerMERIAM JACKIE WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Richard CocchieriRICHARD COCCHIERI
CFO
- Total calculated
- $0
- Hours/week
- 1.5
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $32,008,853
- Expenses
- $32,160,069
- Contributions
- $31,905,558
- Grants paid
- $27,567,821
-
2023
- Revenue
- $29,670,770
- Expenses
- $28,113,249
- Contributions
- $29,797,414
- Grants paid
- $21,010,686
-
2022
- Revenue
- $23,649,863
- Expenses
- $23,174,662
- Contributions
- $23,646,298
- Grants paid
- $17,328,460
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $21,154,051
- Expenses
- $20,529,408
- Assets (EOY)
- $7,137,092
-
2020 · 990
- Revenue
- $20,333,231
- Expenses
- $19,612,995
- Assets (EOY)
- $5,583,211
-
2019 · 990
- Revenue
- $20,170,306
- Expenses
- $19,719,708
- Assets (EOY)
- $5,034,429
-
2018 · 990
- Revenue
- $18,346,048
- Expenses
- $18,060,899
- Assets (EOY)
- $3,672,174
-
2017 · 990
- Revenue
- $17,479,968
- Expenses
- $17,236,313
- Assets (EOY)
- $3,557,695
-
2016 · 990
- Revenue
- $16,742,015
- Expenses
- $16,554,491
- Assets (EOY)
- $3,454,417
-
2015 · 990
- Revenue
- $16,968,729
- Expenses
- $16,607,804
- Assets (EOY)
- $3,085,876
-
2014 · 990
- Revenue
- $15,850,627
- Expenses
- $15,731,955
- Assets (EOY)
- $3,122,427
-
2013 · 990
- Revenue
- $14,599,918
- Expenses
- $14,507,555
- Assets (EOY)
- $3,063,039
-
2012 · 990
- Revenue
- not reported
- Expenses
- $13,910,192
- Assets (EOY)
- $2,839,609
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$14,428,313
2024 CASE MGNT SERVICES
-
$12,437,939
2023 CASE MGNT SERVICES
-
$11,066,365
2022 CASE MGNT SERVICES
-
MAINS
$3,419,488
2024
-
COLLIER COUNTY BOARD OF CO
$3,354,508
2024 CASE MGNT SERVICES
-
COLLIER COUNTY BOARD OF CO
$3,245,041
2023 CASE MGNT SERVICES
-
$3,141,282
2024 CASE MGNT SERVICES
-
COLLIER COUNTY SERVICES FOR SRS
$2,888,150
2022 CASE MGNT SERVICES
-
$2,605,057
2023 CASE MGNT SERVICES
-
CHARLOTTE COUNTY BOARD OF CO
$2,521,048
2024 CASE MANAGEMENT SVCS
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
VOLUNTEER FLORIDA FOUNDATION INC
$600,000
2022 HURRICANE IAN GRANTS
-
2024 PART-TIME DISASTER CASE COORDINATOR FOR HURRICANE IAN SURVIVORS
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.