2024-11-14T13:34:09-06:00 2023-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-01-01 591595398 OSCEOLA COUNTY COUNCIL ON AGING INC OSCE 4078468532 700 GENERATION POINT KISSIMMEE FL 34744 WENDY FORD CHIEF EXECUTIVE OFFICER 4078468532 2024-11-14 1 1 HARRY E HARP CPA P00176471 4077405400 2023 2024-10-15 13:58:12Z WENDY FORD 700 GENERATION POINT KISSIMMEE FL 34744 17790740 0 X WWW.OSCEOLAGENERATIONS.ORG X 1971 FL PROVIDES SERVICES TO ENABLE THE SELF-SUFFICIENCY OF SENIORS, DISADVANTAGED FAMILIES & THE DISABLED. 27 27 261 564 0 0 13365353 14711954 2220300 2827312 2 15747 47666 133930 15633321 17688943 459675 91264 0 0 6721334 6939033 0 0 486035 8243850 8416230 15424859 15446527 208462 2242416 15117437 16282659 2831583 2328047 12285854 13954612 X THE ORGANIZATION'S MISSION IS TO PROMOTE THE PHYSICAL, MENTAL & SOCIAL WELL-BEING OF SENIORS, DISADVANTAGED FAMILIES, THE DISABLED AND THEIR CAREGIVERS BY PROVIDING MEALS, ADULT DAY CARE, SOCIAL SERVICES, AND A VARIETY OF OTHER SERVICES FOR THE ELDERLY & DISABLED. 0 0 1046665 WEATHERIZATION/CHORE PROGRAM - THE ORGANIZATION HELPS LOW-INCOME HOMEOWNERS PERMANENTLY REDUCE THEIR ENERGY BILLS BY MAKING THEIR HOMES MORE ENERGY-EFFICIENT, AND REPAIR, RENOVATE AND MAINTAIN HOMES OWNED AND OCCUPIED BY ELDERLY AND DISABLED ADULTS. 1561374 LIHEAP PROGRAM (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM) - THE ORGANIZATION PROVIDES EMERGENCY UTILITY ASSISTANCE TO SENIORS AND FAMILIES IN ECONOMIC CRISIS. 1658091 NUTRITION SERVICES - MEALS WERE SERVED AND DELIVERED TO CLIENTS. FOOD WAS PROVIDED TO THE ELDERLY, DISADVANTAGED, AND DISABLED CITIZENS OF OSCEOLA COUNTY. 9458370 91264 2844745 OTHER NON-DOEA (FLORIDA DEPARTMENT OF ELDER AFFAIRS) PROGRAM ALLOCATION.OTHER DEPARTMENT OF ELDERLY AFFAIRS PROGRAMS INCLUDING CASE AIDE, EMERGENCY ALERT RESPONSE, NUTRITION EDUCATION, OUTREACH, RESPITE-FACILITY, SCREENING AND ASSESSMENT. 9458370 91264 2844745 13724500 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 12 0 1 261 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4078468532 700 GENERATION POINT KISSIMMEE FL 34744 BOB HEALY JR PRESIDENT 0.50 0.50 X X 0 0 0 RICK FIECHTER PRESIDENT ELECT 0.50 0.50 X X 0 0 0 SONYA DEESE BYRNES SECRETARY 0.50 0.50 X X 0 0 0 BRUCE VICKERS TREASURER 0.50 0.50 X X 0 0 0 KOLBY URBAN DIRECTOR 0.50 0.50 X 0 0 0 JUDGE CHRISTINA ARENDAS DIRECTOR 0.50 0.50 X 0 0 0 KEN BROWN DIRECTOR 0.50 0.50 X 0 0 0 KATRINA SCARBOROUGH DIRECTOR 0.50 0.50 X 0 0 0 ERICA BOOTH DIRECTOR 0.50 0.50 X 0 0 0 MARY JANE ARRINGTON DIRECTOR 0.50 0.50 X 0 0 0 OLGA GONZALEZ DIRECTOR 0.50 0.50 X 0 0 0 DAN WEIS DIRECTOR 0.50 0.50 X 0 0 0 PASTOR EDGAR VASQUEZ DIRECTOR 0.50 0.50 X 0 0 0 LISA THOMPSON DIRECTOR 0.50 0.50 X 0 0 0 REGINALD HARDEE DIRECTOR 0.50 0.50 X 0 0 0 VIANCA MCCLUSKY DIRECTOR 0.50 0.50 X 0 0 0 ABISMAEL ABREU DIRECTOR 0.50 0.50 X 0 0 0 DENITA PIMIENTA DIRECTOR 0.50 0.50 X 0 0 0 FRED CRUMBLE DIRECTOR 0.50 0.50 X 0 0 0 ALEXANDRIA ADAMS DIRECTOR 0.50 0.50 X 0 0 0 ERIC LARSON DIRECTOR 0.50 0.50 X 0 0 0 JESSIE REID DIRECTOR 0.50 0.50 X 0 0 0 KIMBERLEE GOODWIN DIRECTOR 0.50 0.50 X 0 0 0 MICHAEL SWEENEY PHD DIRECTOR 0.50 0.50 X 0 0 0 PAMELA NABORS DIRECTOR 0.50 0.50 X 0 0 0 RAYELYNNE KETCHUM DIRECTOR 0.50 0.50 X 0 0 0 SAM HAUGHT DIRECTOR 0.50 0.50 X 0 0 0 WENDY FORD CHIEF EXECUTIVE OFFICER 40.00 2.00 X 138239 0 7116 MYLIKA MORTON CFO 40.00 2.00 X 65000 0 0 203239 0 7116 1 0 0 0 0 163760 12216080 2332114 1441975 14711954 SENIOR HOUSING REVENUE 624100 1124378 1124378 LONG-TERM CARE REVENUE 624100 882856 882856 OTHER RESIDENT SERVICE REVENUE 624100 564775 564775 CLIENT FEES 624100 255303 255303 2827312 15747 15747 218294 101797 116497 116497 GAIN ON INSURANCE CLAIM 900099 17433 17433 17433 17688943 2844745 0 132244 91264 91264 210356 72678 137678 5946161 5738620 43908 163633 266080 235206 13136 17738 516436 452344 33713 30379 24495 11867 12628 306630 306630 43145 43145 1413560 1149456 217857 46247 45903 19417 1182 25304 229053 223178 1600 4275 272187 226305 23158 22724 151425 118333 18909 14183 111308 86983 13900 10425 27641 13391 14250 414514 414514 311003 279860 5605 25538 DIRECT CLIENT SERVICES 2794418 2794418 FOOD AND FOOD SUPPLIES 1129117 1096149 32968 PROGRAM SUPPLIES 839023 690102 23594 125327 LEGAL SETTLEMENT 165000 165000 137808 75154 62392 262 15446527 13724500 1235992 486035 296613 518245 36530 44593 3199966 1700863 30504 16892881 6173100 10870920 10719781 2638055 682904 661122 15117437 16282659 1797968 805915 2294 2127 1031321 1520005 2831583 2328047 X 10235084 12270153 2050770 1684459 12285854 13954612 15117437 16282659 X 2242416 26342 -600000 X X 0 1 X 1 0 X 4582562 9345755 9608166 13365353 14711954 51613790 3215230 2749188 2517855 2220300 2827312 13529885 7797792 12094943 12126021 15585653 17539266 65143675 0 0 0 65143675 10 4 2 2 15747 15765 10 4 2 2 15747 15765 154920 17433 172353 7952722 12094947 12126023 15585655 17572446 65331793 0.99710 0.99140 0.00020 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4268000 4268000 10447889 5108631 5339258 40675 19889 20786 2136317 1044580 1091737 10719781 CASH AND CASH EQUIVALENTS 648243 F CERTIFICATES OF DEPOSIT 1264387 F US TREASURY OBLIGATIONS 725425 F 2638055 TENANT DEPOSIT 1394 EIDL/SBA LOAN 500000 LEASE LIABILITY 522361 SETTLEMENT PAYABLE 496250 1520005 X 18339980 26342 522898 549240 17790740 -101797 -101797 17688943 16071222 522898 101797 624695 15446527 0 15446527 PART IV, LINE 2B: AS REQUIRED BY HUD, RESIDENT SECURITY DEPOSITS ARE HELD IN TRUST IN AN ESCROW ACCOUNT. THE ESCROW ACCOUNTS ARE LISTED ON THE BALANCE SHEET OF FORM 990, PART X, LINE 21 AS ESCROW ACCOUNT LIABILITIES. PART X, LINE 2: THE ENTITIES COMPRISING THE COUNCIL ARE NOT-FOR-PROFIT ORGANIZATIONS UNDER THE LAWS OF THE STATE OF FLORIDA AND HAVE BEEN GRANTED RECOGNITION OF THEIR TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THEIR TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED IN REVENUE -101,797. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED IN REVENUE 101,797. CAR RAFFLE 51279 51279 42500 GALA 27406 27406 26576 7 139609 139609 32721 218294 218294 42500 26576 32721 101797 116497 1 EMERGENCY RENTAL ASSISTANCE 57 91264 1 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 THE ORGANIZATION'S CFO, MYLIKA MORTON, IS COMPENSATED THROUGH AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION. IN THE CURRENT YEAR, THE CFO WAS COMPENSATED $65,100. X 3 31854 FAIR MARKET VALUE X HOUSEHOLD GOODS 2 915208 FMV X ELECTRONICS 266 28480 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY BOTH THE CEO AND CFO. IF THERE ARE QUESTIONS OR CONCERNS, THESE ARE DISCUSSED WITH THE ORGANIZATION'S CPA FIRM AT THAT TIME. ONCE THE DRAFT OF THE FORM 990 IS ACCEPTED BY THE AGENCY, IT IS FORWARDED FOR REVIEW TO ALL BOARD MEMBERS FOR FINAL APPROVAL BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS. THE BOARD OF DIRECTORS REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE ANNUAL DISCLOSURE PROCESS AND PROHIBITS OFFICERS AND DIRECTORS FROM VOTING ON MATTERS WHERE ACTUAL CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15A COMPETITIVE COMPENSATION GUIDELINES FOR THE CHIEF EXECUTIVE OFFICER AND EMPLOYEES ARE ESTABLISHED ANNUALLY THROUGH THE USE OF MARKET DATA ON RELEVANT COMPARABLE NON-PROFIT AGENCIES. THESE MARKET ANALYSES INCLUDE BASE SALARY AND VARIABLE COMPENSATION. COMPENSATION FOR THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON ITS ASSESSMENT OF THE AGENCY'S OVERALL PERFORMANCE AND THE CEO'S INDIVIDUAL CONTRIBUTIONS. THE COMMITTEE IS INDEPENDENT WITH RESPECT TO THE COMPENSATION. THE REVIEW AND APPROVAL PROCESS IS DOCUMENTED IN THE EMPLOYEE PERSONNEL FILE. 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 XI, LINE 9: 2022 LEGAL SETTLEMENT EXPENSE NOT INCLUDED IN 2022 TAX RETURN -600,000. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT: THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. KISSIMMEE OAKS HOUSING I INC 2350 NORTH CENTRAL AVENUE KISSIMMEE FL 34741 593228411 PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND HANDICAPPED PERSONS FL 501(C)(3) LINE 10 OSCEOLA COUNTY COUNCIL ON AGING INC 1 ST CLOUD VILLAS PHASE II INC 700 GENERATION POINT KISSIMMEE FL 34744 550901127 PROVIDE HOUSING AND SERVICES TO LOW-INCOME ELDERLY AND HANDICAPPED PERSONS FL 501(C)(3) LINE 10 OSCEOLA COUNTY COUNCIL ON AGING INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ST CLOUD VILLAS PHASE II INC L 69435 FAIR MARKET VALUE ST CLOUD VILLAS PHASE II INC O 224182 FAIR MARKET VALUE KISSIMMEE OAKS HOUSING I INC O 263675 FAIR MARKET VALUE KISSIMMEE OAKS HOUSING I INC L 50140 FAIR MARKET VALUE