2024-10-08T01:03:50-05:00 2023-12-31 593204548 JAMES MOORE & CO PL 2477 TIM GAMBLE PLACE SUITE 200 TALLAHASSEE FL 323084386 990 2023-01-01 591844633 AREA AGENCY ON AGING FOR NORTH FLORIDA INC AREA 8504880055 2414 MAHAN DRIVE TALLAHASSEE FL 323085302 LISA BRETZ EXECUTIVE DIRECTOR 8504880055 2024-10-07 1 1 MARK PAYNE P00005495 8503866184 2024-10-07 2023 2024-10-15 13:58:12Z LISA BRETZ 2414 MAHAN DRIVE TALLAHASSEE FL 323085302 11946756 0 X WWW.ADVANTAGEAGING.ORG X 1978 FL 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. 10 10 29 28 0 0 10893715 11944944 0 0 33 1812 0 0 10893748 11946756 8256727 9369322 0 0 1349491 1534443 0 0 0 733211 1103177 10339429 12006942 554319 -60186 3038250 3071183 1386636 1479755 1651614 1591428 X 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. 0 0 3244967 2876192 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. 2614630 2614630 COMMUNITY CARE FOR THE ELDERLY - PROVIDES IN-HOME SERVICES SUCH AS RESPITE, SHOPPING ASSISTANCE, BATHING, HOUSEKEEPING, ETC. 1463953 1463953 ALZHEIMER'S RESPITE SERVICES - PROVIDES IN HOME SERVICES, CAREGIVER TRAINING, TRANSPORTATION, ETC. TO INDIVIDUALS WITH ALZHEIMER'S 3223146 2414547 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 3223146 2414547 10546696 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8504880055 2414 MAHAN DRIVE TALLAHASSEE FL 323085302 CHERRY SMITH PRESIDENT 3.00 X X 0 0 0 HARRIET RICH 2ND VICE PRESIDENT 3.00 X X 0 0 0 DOROTHY ALEXANDER 1ST VICE PRESIDENT 3.00 X X 0 0 0 ANITA CLARKE TREASURER 3.00 X X 0 0 0 WILLIE ANN DICKEY BOARD MEMBER 3.00 X 0 0 0 SHIRLEY OWENS SECRETARY 3.00 X X 0 0 0 ROBERT PRESNELL BOARD MEMBER 3.00 X 0 0 0 ARZELLA SMITH BOARD MEMBER 3.00 X 0 0 0 JANICE WISE BOARD MEMBER 3.00 X 0 0 0 BRENDA CARLTON BOARD MEMBER 3.00 X 0 0 0 LISA BRETZ EXECUTIVE DIRECTOR 40.00 X 108459 0 8752 DAVID GAUSS DIRECTOR OF ADMINISTRATION 40.00 X 75983 0 13717 184442 0 22469 1 0 0 0 0 11883402 61542 11944944 1812 1812 11946756 0 0 1812 9369322 9369322 206910 112392 94518 1049132 569882 479250 55619 30212 25407 147920 80349 67571 74862 40665 34197 23001 6317 16684 166817 45813 121004 100912 45664 55248 9788 58 9730 29062 7597 21465 9836 1008 8828 27368 27368 58910 23272 35638 ADMINISTRATIVE PROGRAM 337595 337595 MISCELLANEOUS 333810 212785 121025 REPAIRS & MAINTENANCE 6078 1360 4718 12006942 10546696 1460246 0 690336 1218938 30000 30780 1787651 1377252 858299 417862 526487 440437 3776 3776 3038250 3071183 1386636 1415240 64515 1386636 1479755 X 1236645 1391406 414969 200022 1651614 1591428 3038250 3071183 -60186 0 X X 0 1 X 1 1 1 X 7992840 10207497 9162701 10893715 11944944 50201697 7992840 10207497 9162701 10893715 11944944 50201697 50201697 1365 1000 92 33 1812 4302 50205999 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 242447 242447 394706 231517 163189 90897 90824 73 130249 95521 34728 440437 X 11946756 0 11946756 0 11946756 12006942 0 12006942 0 12006942 PART X, LINE 2: THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. 1 ALZHEIMER'S PROJECT 301 EAST THARPE STREET TALLAHASSEE FL 32303 593163907 501(C)(3) 104935 0 ELDER SERVICES BAY COUNTY COUNCIL ON AGING INC 1116 FRANKFORD AVENUE PANAMA CITY FL 32401 591352672 501(C)(3) 1753150 0 ELDER SERVICES CALHOUN COUNTY SENIOR CITIZENS ASSOCIATION INC 16859 NORTHEAST CAYSON STREET BLOUNSTOWN FL 32424 591945679 501(C)(3) 324930 0 ELDER SERVICES ELDER CARE SERVICES INC 2518 WEST TENNESSEE STREET TALLAHASSEE FL 32304 591426079 501(C)(3) 2268509 0 ELDER SERVICES FLORIDA STATE UNIVERSITY COLLEGE OF MEDICINE 1115 W CALL STREET TALLAHASSEE FL 32304 591961248 115 14859 0 ELDER SERVICES GADSDEN SENIOR SERVICES INC 79 LASALLE LEFFALL DRIVE QUINCY FL 32351 202779901 501(C)(3) 595433 0 ELDER SERVICES GADSDEN WELLNESS-OUR FUTURE INC 217 W CLARK STREET QUINCY FL 32351 593256305 501(C)(3) 247659 0 ELDER SERVICES GULF COUNTY SENIOR CITIZENS ASSOCIATION INC 120 LIBRARY DRIVE PORT ST JOE FL 32456 591777183 501(C)(3) 81262 0 ELDER SERVICES HOLMES COUNTY COUNCIL ON AGING INC 210 WEST KANSAS AVENUE BONIFAY FL 32425 591311210 501(C)(3) 501886 0 ELDER SERVICES JACKSON COUNTY SENIOR CITIZENS ORGANIZATION INC 5400 CLIFF STREET GRACEVILLE FL 32440 591613298 501(C)(3) 572278 0 ELDER SERVICES JEFFERSON COUNTY SENIOR CITIZENS CENTER INC 1155 NORTH JEFFERSON STREET MONTICELLO FL 32344 592015689 501(C)(3) 365153 0 ELDER SERVICES LEGAL SERVICES OF NORTH FLORIDA INC 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 510197090 501(C)(3) 148020 0 ELDER SERVICES LIBERTY COUNTY SENIOR CITIZENS ASSOCIATION INC PO BOX 730 BRISTOL FL 32321 591769552 501(C)(3) 709325 0 ELDER SERVICES SENIOR CITIZENS COUNCIL OF MADISON COUNTY INC PO BOX 204 MADISON FL 32341 237097794 501(C)(3) 446654 0 ELDER SERVICES TALLAHASSEE SENIOR FOUNDATION 1400 NORTH MONROE STREET TALLAHASSEE FL 32303 592040638 501(C)(3) 35881 0 ELDER SERVICES TAYLOR SENIOR CITIZENS CENTER INC 800 WEST ASH STREET PERRY FL 32347 203093915 501(C)(3) 405010 0 ELDER SERVICES WAKULLA COUNTY SENIOR CITIZENS COUNCIL INC 33 MICHAEL DRIVE CRAWFORDVILLE FL 32327 591316667 501(C)(3) 455913 0 ELDER SERVICES WASHINGTON COUNTY COUNCIL ON AGING INC 1348 SOUTH BOULEVARD CHIPLEY FL 32428 591485912 501(C)(3) 338465 0 ELDER SERVICES 18 0 PART I, LINE 2: THE SUB-RECIPIENTS ARE BEING INFORMED OF THE CFDA/CSFA TITLE AND NUMBER AND THE AWARD'S NAME AND NUMBER THROUGH THE CONTRACT AGREEMENTS AND ARE BEING ADVISED OF THE REQUIREMENTS IMPOSED ON THEM BY FEDERAL LAWS, REGULATIONS, AND THE PROVISIONS OF CONTRACT/GRANT AGREEMENTS. MONITORING OF SUB-RECIPIENTS IS BEING DONE AT LEAST ONE TIME PER YEAR. IF A PROVIDER HAS SIGNIFICANT FINDINGS, THEN A CORRECTIVE ACTION PLAN IS REQUIRED AND THE PROVIDER WILL BE MONITORED AGAIN TO ENSURE THAT PROCEDURES HAVE BEEN ESTABLISHED TO CORRECT THE DEFICIENCIES. ALL AUDIT REPORTS ARE REVIEWED TO ENSURE THERE ARE NO PROBLEMS. A DOEA CHECKLIST IS COMPLETED TO ENSURE THAT THE SUB RECIPIENT AUDIT IS IN COMPLIANCE. IF PROBLEMS ARE IDENTIFIED WITHIN THE AUDIT REPORT, THEN A CORRECTIVE ACTION PLAN IS SUBMITTED TO THE ORGANIZATION, WHO WILL SUBSEQUENTLY MONITOR THE PROBLEMS THAT WERE FOUND TO ENSURE THAT THE DEFICIENCIES HAVE BEEN CORRECTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER AND DUTY TO ACT ON BEHALF OF THE BOARD ON ALL MATTERS WHEN NECESSARY BETWEEN BOARD MEETINGS AND TO REPORT ALL SUCH ACTIONS AT THE NEXT MEETING OF THE BOARD FOR SUCH RATIFICATION AS MAY BE NECESSARY. THE EXECUTIVE COMMITTEE SHALL ADMINISTER THE ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE DIRECTOR AND FISCAL ADMINISTRATOR REVIEW THE 990 BEFORE THE EXECUTIVE DIRECTOR SIGNS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD MEMBERS ANNUALLY AT ONE OF THE REGULARLY SCHEDULED MEETINGS. IT IS AT THIS MEETING THAT ANY INSTANCES OF NON-COMPLIANCE ARE TO BE REPORTED AND THE BOARD WILL THEN TAKE APPROPRIATE ACTION TO RESOLVE. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD MEETS ANNUALLY TO REVIEW THE EMPLOYEE COMPENSATION AND MAKE RECOMMENDATIONS FOR RAISES IN SALARY AND/OR OTHER COMPENSATION AWARDS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.