2024-04-01T12:47:00-05:00 2023-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2022-07-01 592922470 HOME CARE ASSOCIATION OF FLORIDA INC HOME 8502228967 2236 CAPITAL CIRCLE NE STE 206 TALLAHASSEE FL 32308 BOBBY LOLLEY EXECUTIVE DIRECTOR 8502228967 2024-03-27 1 BOBBY LOLLEY 999009999 0 STACEY T KOLKA P01371120 8506688100 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BOBBY LOLLEY 2236 CAPITAL CIRCLE NE STE 206 TALLAHASSEE FL 32308 1645299 0 X WWW.HOMECAREFLA.ORG X 1989 FL HCAF'S MISSION IS TO ADVANCE THE INTEREST AND MEET THE NEEDS OF OUR MEMBERS, ENABLING THEM TO PROVIDE HIGHEST QUALITY AND MOST COST-EFFECTIVE SERVICES THROUGHOUT FLORIDA. 17 17 9 18 31187 4967 188608 0 1459554 1579929 21111 24301 39323 38228 1708596 1642458 0 0 0 0 900483 977465 0 0 0 581598 639994 1482081 1617459 226515 24999 1894494 1955861 915301 940430 979193 1015431 AS THE VOICE FOR HOME CARE, OUR MISSION IS TO ADVANCE THE INTEREST AND MEET THE NEEDS OF OUR MEMBERS, ENABLING THEM TO PROVIDE THE HIGHEST QUALITY AND MOST COST-EFFECTIVE SERVICES THROUGHOUT FLORIDA. 0 0 WORKING FOR THE INTEGRATION OF HOME HEALTH CARE AND PROMOTING AN UNDERSTANDING AND COOPERATION AMONG HEALTH CARE AGENCIES, PUBLISHING VALUABLE INFORMATION ON THE WEBSITE, AND RELEASING BIWEEKLY ELECTRONIC NEWS UPDATES. STIMULATING AND STRENGTHENING THE DEVELOPMENT OF HOME HEALTH CARE SERVICES IN THE STATE THROUGH EDUCATIONAL PROGRAMS. DURING FY 2022-23, HOME CARE ASSOCIATION OF FLORIDA (HCAF) OFFERED LIVE EDUCATION; IN-PERSON OASIS CERTIFICATION EXAMS, AN ANNUAL SUMMER CONFERENCE AND DISTRICT MEETINGS AND WEBINARS. WORKING TO PRESERVE THE SERVICE AND EDUCATIONAL STANDARDS NECESSARY TO DELIVER COST EFFECTIVE, HIGH-QUALITY HOME AND COMMUNITY HEALTH SERVICES. 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 9 1 1 1 0 0 0 1 1 0 0 0 X 17 17 0 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X MONICA SMITH 8505666999 45 WESTLAND ROAD AVON CT 06001 LAVOIE CINDY OFFICER: PRESIDENT 1.00 X X 0 0 0 GATES THERESA OFFICER: VICE PRESIDENT 1.00 X X 0 0 0 BELLVILLE DENISE OFFICER: SECRETARY 1.00 X X 0 0 0 GABOURY MELINDA OFFICER: TREASURER 1.00 X X 0 0 0 GRIFFIN J'NON DIRECTOR: DISTRICT 1 1.00 X 0 0 0 BROWN EMILY DIRECTOR: DISTRICT 2 1.00 X 0 0 0 ANDERSON TANYA DIRECTOR: DISTRICT 3 1.00 X 0 0 0 REILLY CAROL-LAUREN DIRECTOR: DISTRICT 4 1.00 X 0 0 0 WARD LINDA DIRECTOR: DISTRICT 5 1.00 X 0 0 0 WICKER JOE DIRECTOR: DISTRICT 6 1.00 X 0 0 0 GAYE OLIVE DIRECTOR: DISTRICT 7 1.00 X 0 0 0 ALBERTSON MAUREEN DIRECTOR: DISTRICT 8 1.00 X 0 0 0 ROGERS MICHELLE DIRECTOR: DISTRICT 9 1.00 X 0 0 0 KNEE MARY ANN DIRECTOR: DISTRICT 10 1.00 X 0 0 0 RADCLIFFE NERCY DIRECTOR: DISTRICT 11 1.00 X 0 0 0 TYRKALA JOHN DIRECTOR: PRIVATE FUNDED 1.00 X 0 0 0 CRUMBLEY CHRISTINA DIRECTOR: ASSOCIATE MEMBERS 1.00 X 0 0 0 NEGANDHI MD VIKASH DIRECTOR: ADVISORY 1.00 X 0 0 0 LOLLEY BOBBY EXECUTIVE DIRECTOR 40.00 X 226048 0 9042 SMITH MONICA CFO/DEPUTY DIRECTOR 40.00 X 162985 0 17930 389033 0 26972 2 0 1 0 0 MEMBERSHIP 900099 899800 899800 CONFERENCES & MTGS 900099 498585 498585 EDUCATIONAL PROGRAMS 900099 181544 181544 1579929 27142 27142 2841 -2841 -2841 -2841 ADVERTISING 541800 25220 25220 MISCELLANEOUS 541800 7041 7041 MARKETING FEES 541800 5967 5967 38228 1642458 1586970 31187 24301 434157 427194 14280 42031 59803 15000 25812 43785 53539 14079 28192 21704 276428 3009 7070 EDUCATIONAL PROGRAMS 133097 PUBLIC RELATIONSHIP 10724 INCOME & OTHER TAXES 3941 DUES & SUBSCRIPTIONS 2977 637 1617459 621490 313749 290298 460152 60881 1509 217121 222791 45142 40593 7558 4549 645670 951635 51476 1476 1894494 1955861 129362 146757 785939 793673 915301 940430 X 979193 1015431 979193 1015431 1894494 1955861 24999 11239 0 X 0 1 X 1 0 0 0 1 899800 197912 72837 270749 134970 135779 PART I-A, LINE 1: THE ORGANIZATION INDIRECTLY CONTRIBUTES TO VARIOUS POLITICAL CAMPAIGNS BY RECEIVING CONTRIBUTIONS AND PROMPTLY DELIVERING THE FUNDS TO A SEPARATE POLITICAL ORGANIZATION. 33157 28608 4549 11985 11985 0 4549 MUTUAL FUNDS 718729 F BROKERED CERTIFICATES OF DEPOSIT 99649 C CORPORATE BONDS 83604 C GOVERNMENT AND AGENCY SECURITIES 49653 C 951635 X 1653696 11238 11238 1642458 0 1642458 1617459 0 1617459 0 1617459 PART X, LINE 2: WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED JUNE 30, 2019 AND PRIOR. X X 0 0 0 LOLLEY BOBBY EXECUTIVE DIRECTOR 220048 0 6000 0 0 0 9042 0 0 0 235090 0 0 0 SMITH MONICA CFO/DEPUTY DIRECTOR 156985 0 6000 0 0 0 6519 0 11411 0 180915 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 BY-LAWS WERE AMENDED TO EXPAND MEMBERSHIP CATEGORY. THE INVESTMENT POLICY WAS EXPANDED TO INCLUDE LONG TERM ASSETS AND ALLOW MORE FLEXIBILITY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ASSOCIATION HAVE THE POWER TO ELECT DIRECTORS BY DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS CAN BE APPROVED BY: 1. BOARD RECOMMENDED AND (A) MEMBERSHIP MEETING, 50% PLUS ONE OF THE QUORUM PRESENT; OR (B) THROUGH ONLINE, MAIL OR FAXED VOTES, BY 50% PLUS ONE OF THE VOTES CASTED OR BALLOTS RETURNED. 2. INITIATED AT MEMBERSHIP MEETING AND VOTE BY TWO-THIRDS OF THE QUORUM PRESENT WHERE (A) VOTE IS AVAILABLE TO THE TOTAL VOTING MEMBERSHIP ONLINE OR MAIL WITHIN 15 WORKING DAYS FOLLOWING THE MEMBERSHIP MEETING; (B) VOTES RETURNED WITHIN 30 WORKING DAYS FOLLOWING THE GENERAL MEMBERSHIP MEETING; (C) APPROVED BY 50% PLUS ONE OF THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND DEPUTY DIRECTOR REVIEW THE FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS AND ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOTH BOARD AND STAFF. THE BOARD AND STAFF ARE ASKED TO SIGN AN ACKNOWLEDGMENT OF THESE POLICIES ON AN ANNUAL BASIS IN ADDITION TO COMPLETING AND SIGNING A CONFLICT OF INTEREST QUESTIONNAIRE. ALL CURRENT BOARD AND STAFF HAVE SUBMITTED THEIR CONFLICT OF INTEREST FORMS TO THE DEPUTY DIRECTOR AND ALL POTENTIAL CONFLICTS WERE DISCLOSED AND REVIEWED BY THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR. IT WAS DECIDED THAT ALL DISCLOSURES WERE BENIGN IN NATURE AND NO FURTHER ACTION WAS REQUIRED AT THIS TIME. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW OF THE CURRENT EXECUTIVE DIRECTOR'S COMPENSATION WAS COMPLETED BY THE PRESIDENT DURING JUNE 2022. COMPARISON TO ASAE'S 2021-2022 ASSOCIATION COMPENSATION TABLE & BENEFITS STUDY WAS DISCUSSED WITH THE PRESIDENT AS WELL AS A REVIEW OF HCAF'S 2021 ANNUAL SURVEY DATA AND THE 2022 EXECUTIVE DIRECTOR'S ANNUAL ASSESSMENT RESULTS WHICH IS COMPLETED BY THE BOARD OF DIRECTORS AND STAFF. FORM 990, PART VI, SECTION C, LINE 19 ASSOCIATION BYLAWS ARE AVAILABLE TO THE PUBLIC THROUGH THE ASSOCIATION'S WEBSITE. SUMMARY OF FINANCIAL STATEMENTS IS AVAILABLE IN BOARD MEETING MINUTES TO ALL CURRENT MEMBERS ONLINE. OTHERWISE, ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: HOME CARE ASSOCIATION OF FLORIDA, INC. TAXPAYER ADDRESS: 2236 CAPITAL CIR. NE STE 206, TALLAHASSEE, FL 32308 TAXPAYER ID NUMBER: 59-2922470 YEAR-END: 06/30/2023 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. HOME CARE POLITICAL ACTION COMMITTEE 2236 CAPITAL CIR NE STE 206 TALLAHASSEE FL 32308 900635010 POLITICAL FL 527 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0