2024-05-02T10:30:39-05:00 2023-06-30 872253324 JACOBY AND HANDLEY PLLC 3383 OCEAN DRIVE VERO BEACH FL 32963 990 2022-07-01 591539957 SENIOR RESOURCE ASSOCIATION INC SENI 7725690760 694 14TH STREET VERO BEACH FL 32960 KAREN B DEIGL CEO/PRESIDENT 7725690760 2024-04-19 1 KAREN DEIGL 999009999 0 EMILY P HANDLEY CPA P00845449 7723654180 2024-04-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN DEIGL 694 14TH STREET VERO BEACH FL 32960 13288708 0 X WWW.SENIORRESOURCEASSOCIATION.ORG X 1974 FL THE SENIOR RESOURCE ASSOCIATION PROMOTES INDEPENDENCE AND DIGNITY IN OUR COMMUNITY BY PROVIDING SERVICES TO OLDER ADULTS AND TRANSPORTATION TO ALL. 10 10 131 275 0 0 10499768 12399044 305336 343262 -19137 6770 264874 460431 11050841 13209507 1805717 1695478 0 0 306147 360875 0 0 416433 9277033 11266047 11388897 13322400 -338056 -112893 7772796 8322901 834248 1041955 6938548 7280946 X THE SENIOR RESOURCE ASSOCIATION PROMOTES INDEPENDENCE AND DIGNITY IN OUR COMMUNITY BY PROVIDING SERVICES TO OLDER ADULTS AND TRANSPORTATION TO ALL. 0 0 7811913 12204 TRANSPORTATIONCOMMUNITY COACHDOOR-TO-DOOR WHEELCHAIR-CAPABLE PICK-UP AND DROP-OFF SERVICE TO ELIGIBLE CUSTOMERS THROUGHOUT INDIAN RIVER COUNTY. COMMUNITY COACH: 44,817 ONE-WAY TRIPS.GOLINEPUBLIC TRANSPORTATION SERVICE ON 14 FIXED ROUTES IN THE COUNTY FOR RIDERS 12 YEARS OR OLDER, RIDERS UNDER 12 MUST BE ACCOMPANIED BY AN ADULT. GOLINE: 1,267,430 ONE-WAY TRIPS. 1436066 1061745 14629 SENIOR SUPPORT SERVICESCASE MANAGERS COORDINATE WITH SENIORS (AND THEIR CAREGIVERS) TO IDENTIFY AND ARRANGE FOR THE SERVICES NEEDED TO SUPPORT THE INDIVIDUAL IN THEIR HOME. IN-HOME SUPPORT INCLUDES: COMPANIONSHIP, HOMEMAKING, PERSONAL CARE, MEALS, AND RESPITE. 92 OLDER ADULTS RECEIVED IN-HOME SERVICES. 96% OF CASE-MANAGED CLIENTS WERE DEFERRED FROM FACILITY PLACEMENT. 1,947 INDIVIDUALS RECEIVED INFORMATION AND REFERRAL SERVICES RELATED TO MEALS ON WHEELS AND CASE MANAGEMENT PLACEMENT.82 HOUSEHOLDS WERE ASSISTED THROUGH THE EMERGENCY HOME ENERGY ASSISTANCE FOR THE ELDERLY PROGRAM. 1141032 621522 108663 MEALS ON WHEELSVOLUNTEERS DELIVER HOT, NUTRITIOUS MEALS AND A DAILY WELLNESS CHECK TO HOMEBOUND SENIORS. 548 UNDUPLICATED HOMEBOUND SENIORS RECEIVED MEALS ON WHEELS. 99,728 HOME-DELIVERED MEALS SERVED.SOCIAL CONGREGATE MEALSGIVES MOBILE SENIORS AN OPPORTUNITY TO SOCIALIZE WITH OTHERS WHILE ENJOYING A HOT NUTRITIOUS MEAL AT FIVE LOCATIONS THROUGHOUT INDIAN RIVER COUNTY. 176 UNDUPLICATED MOBILE SENIORS RECEIVED CONGREGATE MEALS. 12,205 CONGREGATE MEALS SERVED. 926003 12211 205910 ADULT ENRICHMENT AND RESPITEADULT DAY CARE: PROVIDES COORDINATED HEALTH, SOCIAL, AND THERAPEUTIC ACTIVITIES IN A SUPERVISED GROUP SETTING FOR ADULTS WITH FUNCTIONAL AND/OR COGNITIVE IMPAIRMENTS. 122 UNDUPLICATED CLIENTS SERVED; 85% DEFERRED FROM NURSING HOME PLACEMENT 926003 12211 205910 11315014 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 131 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 FL X X GABRIEL PEDRERO 7725690760 694 14TH STREET VERO BEACH FL 32960 DONALD WRIGHT PAST CHAIRMAN 2.00 X X 0 0 0 JAMES VITTER III CHAIRMAN 2.00 X X 0 0 0 LISA THOMPSON-BARNES VICE CHAIRMAN 1.00 X X 0 0 0 CHARLIE GISLER TREASURER 1.00 X X 0 0 0 DAWN MICHAEL SECRETARY 1.00 X X 0 0 0 ROBIN RAIFF DIRECTOR 1.00 X 0 0 0 TRUDIE RAINONE DIRECTOR 1.00 X 0 0 0 LINDA WALTON DIRECTOR 1.00 X 0 0 0 JAMES GREGG DIRECTOR 1.00 X 0 0 0 JAN WILLIAMS DIRECTOR 1.00 X 0 0 0 KAREN DEIGL CEO/PRESIDENT 40.00 X 216204 0 20994 CRISSIE TUCKER COMPTROLLER 40.00 X 82767 0 8618 LIZBETH BRUNER VP OF PHILANTHROPY 40.00 X 129090 0 11854 428061 0 41466 2 0 1 0 GET A GRIP 123 9326 NW 114 TERRACE HIALEAH GARDENS FL 33018 105806 1 378000 11462988 558056 11005 12399044 SUPPORT SERVICES 900099 329202 329202 TRANSPORTATION 900099 14060 14060 343262 8118 8118 508 0 1856 508 -1856 -1348 -1856 508 537776 77345 460431 460431 13209507 341406 0 469057 X 1695478 1695478 360875 360875 28428 23050 5378 45000 45000 7509876 6379792 867875 262209 92110 76333 14534 1243 277790 204101 63600 10089 146936 130660 1535 14741 309291 216255 77832 15204 1247442 1239232 7781 429 858323 827098 31076 149 418235 328511 84662 5062 TRAINING AND NEW HIRE E 168167 135310 25996 6861 MISCELLANEOUS EXPENSE 120448 20284 1798 98366 DUES AND SUBSCRIPTIONS 26382 22423 3011 948 COMMUNITY OUTREACH 17619 16487 1132 13322400 11315014 1590953 416433 259463 558364 686968 1170136 2151366 1544750 14709 35946 267868 352859 11395760 7473761 4258391 3921999 43252 47252 90779 691595 7772796 8322901 829634 997839 4614 668 0 43448 834248 1041955 X 3445766 3542610 3492782 3738336 6938548 7280946 7772796 8322901 -112893 2929 455242 -2880 0 X X 0 1 X 1 1 1 X 8068445 8303455 10473726 10499768 12399044 49744438 232000 235000 239568 733700 1440268 8300445 8538455 10713294 10499768 13132744 51184706 51184706 5234 8592 5279 2228 8118 29451 743063 511175 291861 305336 343262 2194697 53408854 0.95840 0.94330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43252 0 4452 452 47252 50000 -6406 342 43252 0.00000 1.00000 0.00000 0 0 217101 217101 3239466 1700037 1539429 7939193 5773724 2165469 3921999 ASSETS RESTRICTED FOR CAPITAL PROJECTS 67121 ASSET RESTRICTED FOR ENDOWMENT 381 RIGHT-OF-USE ASSETS 90573 CONTRIBUTED USE OF FACILITIES 533520 691595 LEASE LIABILITIES, NONCURRENT 43448 43448 X 13946136 2929 733700 736629 13209507 0 13209507 13600858 278458 278458 13322400 0 13322400 PART V, LINE 4: THE ENDOWMENT INVESTMENT OBJECTIVE OF THE ASSOCIATION IS TO PROVIDE FOR THE ASSOCIATION'S LONG-TERM PRINCIPAL VALUE OF THE INVESTMENTS AND TO SUPPORT ASSOCIATION PROGRAMMING AS BUDGETED AND DIRECTED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE INVESTMENT GOALS FOR THE FUNDS OF THE ENDOWMENT ARE: MEET THE PAYOUT REQUIREMENTS OF THE ENDOWMENT, PROVIDE SUFFICIENT LIQUIDITY TO MEET DISTRIBUTION REQUIREMENTS, AND EARN A REASONABLE RETURN ON INVESTMENT. PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION PREVIOUSLY HAD UNRELATED BUSINESS INCOME RESULTING FROM RENTAL ACTIVITIES THAT RESULTED IN TAXABLE INCOME. AS OF JUNE 30, 2023, THE ASSOCIATION HAS APPROXIMATELY $175,000 OF UNUSED NET OPERATING LOSS CARRYFORWARDS AVAILABLE TO BE APPLIED TO FUTURE TAXABLE INCOME THAT EXPIRE 2026 THROUGH 2035. THESE CARRYFORWARDS ARE THE RESULT OF RENTAL ACTIVITIES, WHICH CEASED IN 2015. MANAGEMENT HAS EVALUATED THE REALIZABILITY OF THESE DEFERRED INCOME TAX ASSETS AND HAS DETERMINED THAT THEY ARE NOT LIKELY TO BE USED AS THE ASSOCIATION DOES NOT ANTICIPATE GENERATING FUTURE RENTAL INCOME AGAINST WHICH THESE NET OPERATING LOSS CARRYFORWARDS COULD BE APPLIED. THEREFORE, THE ASSOCIATION HAS PROVIDED A 100% VALUATION ALLOWANCE RELATED TO THESE DEFERRED TAX ASSETS. THE ASSOCIATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ASSOCIATION'S OPEN AUDIT PERIODS ARE 2020-2023. GOLF TOURNAMENT 370421 370421 26016 1435 5113 1779 BOX LUNCH BINGO / LUNCHEON 126705 126705 30158 1016 6287 4032 1509 1 40650 40650 537776 537776 56174 1016 7722 9145 3288 77345 460431 0 IN-HOME CARE ASSISTANCE 92 1073956 FREE OR LOW-COST IN-HOME OR CONGREGATE MEALS 1018 621522 SCH I, PART III SENIOR RESOURCE ASSOCIATION (SRA) ANNUALLY MONITORS SUB-CONTRACTORS THAT PROVIDE SERVICES AND MEALS FOR CLIENTS. THE CONTRACT REQUIREMENTS BETWEEN SRA AND THE AREA AGENCY OF AGING PALM BEACH / TREASURE COAST (AAA) PROVIDES THE GUIDANCE FOR THE VENDOR MONITORING. AAA DOES QUARTERLY AND ANNUAL MONITORING OF SRA AND THE DEPARTMENT OF ELDER AFFAIRS MONITORS THE AAA. THE MONITORINGS INCLUDE VERIFICATION OF SERVICES PROVIDED AS WELL AS EXPENDITURES COMPARED TO BUDGETS. SRA UTILIZES SERVTRACKER AND THE FLORIDA CLIENT INFORMATION AND REGISTRATION TRACKING SYSTEM (CIRTS) DATABASES FOR CLIENT, PROGRAMS AND SERVICE INFORMATION. FEDERAL AND STATE MANDATES DICTATE THE CIRTS DATA ENTRY REQUIREMENTS. SRA STAFF CONDUCTS DAILY CHECKS ON DOCUMENTATION FOR SERVICES PROVIDED THAT INCLUDES CLIENTS, CAREGIVERS, VOLUNTEERS OR STAFF SIGNATURES. STAFF CONDUCTS MONTHLY DATA INTEGRITY CHECKS ON UNITS AND ANNUAL CLIENT ASSESSMENTS. X 0 0 0 0 0 0 0 0 0 KAREN DEIGL CEO/PRESIDENT 216204 0 0 0 0 0 0 0 20994 0 237198 0 0 0 X 5 11005 STOCK QUOTE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE CEO/PRESIDENT, BOARD TREASURER, AND CHIEF FINANCIAL OFFICER REVIEW THE 990. THE FORM 990 IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C IT IS POLICY THAT BOARD MEMBERS AND EMPLOYEES UPDATE THE CHIEF PERSONNEL OFFICER IF THERE ARE CHANGES. FORM 990, PART VI, SECTION B, LINE 15 FOLLOWING THE BY-LAWS, A PERSONNEL COMMITTEE IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE PRESIDENT/CEO. THE COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD AND A MINIMUM OF TWO ADDITIONAL BOARD MEMBERS. A PERFORMANCE EVALUATION IS COMPLETED BY THE COMMITTEE, MUTUALLY AGREED UPON, AND PRESENTED AND DISCUSSED WITH THE PRESIDENT/CEO. MUTUALLY-AGREED-UPON GOALS ARE SET FOR THE COMING YEAR. IF AN INCREASE IN PAY IS GRANTED, THE COMMITTEE CONSIDERS DATA SUCH AS COST OF LIVING, AVERAGE MERIT, AND ALIGNMENT WITH THE REST OF THE ORGANIZATION. ALL EMPLOYEES, INCLUDING KEY EMPLOYEES, DO A WRITTEN SELF-EVALUATION WHICH IS GIVEN TO THEIR IMMEDIATE SUPERVISORS. THE SUPERVISOR COMPLETES A PERFORMANCE EVALUATION AND DISCUSSES THE EVALUATION WITH THE EMPLOYEE. MUTUALLY-AGREED-UPON GOALS ARE SET FOR THE COMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION FALLS UNDER THE SUNSHINE LAW AND HAS AN OPEN RECORDS POLICY. THIS STATUTE ALLOWS PUBLIC ACCESS TO MEETINGS AND RECORDS. TAX RETURNS ARE AVAILABLE ON GUIDESTAR. FORM 990, PART IX, LINE 11G TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 12,345. MANAGEMENT AND GENERAL EXPENSES 4,702. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,047. TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 212,792. MANAGEMENT AND GENERAL EXPENSES 199,086. FUNDRAISING EXPENSES 72,547. TOTAL EXPENSES 484,425. CLIENT SERVICES: PROGRAM SERVICE EXPENSES 2,448,051. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,448,051. LEASED EMPLOYEE EXPENSE: PROGRAM SERVICE EXPENSES 3,706,604. MANAGEMENT AND GENERAL EXPENSES 664,087. FUNDRAISING EXPENSES 189,662. TOTAL EXPENSES 4,560,353. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE HAVE DIRECT OVERSIGHT OF THE AUDIT PROCESS, WITH ULTIMATE OVERSIGHT BY THE BOARD OF DIRECTORS. THIS OVERSIGHT PROCESS IS CONSISTENT WITH PRIOR YEARS.