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AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC

EIN 59-1854441 FORT MYERS, FL

Browse the largest nonprofits in Florida

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 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 Anderson

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5
  • Mary Bartoshuk

    AC CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Susan Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Wendy Boaz-Hayes

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Dave Boerkoel

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5
  • Dr Lesley Clack

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Jaha Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Dan Katz

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Pam Keller

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5
  • Dr Denise McNulty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Beth Prather

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • Victoria Staryk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Christina Stewart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Meriam Jackie Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Richard 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

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

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.