2025-10-30T12:10:58-05:00 2024-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NE 1ST ST GAINESVILLE FL 32601 990 2024-01-01 591844633 AREA AGENCY ON AGING FOR NORTH FLORIDA AREA 8504880055 2414 MAHAN DRIVE TALLAHASSEE FL 32308 LISA BRETZ EXECUTIVE DIRECTOR 8504880055 2025-10-30 1 1 RYAN TUCKER P00524189 3523782461 2025-09-19 2024 2025-03-06 01:10:19Z LISA BRETZ 2414 MAHAN DRIVE TALLAHASSEE FL 32308 11570180 0 X WWW.ADVANTAGEAGING.ORG X 1978 FL OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONSWITH DISABILITIES, AND CAREGIVERS THROUGH ADVOCACY, EDUCATION, ANDSUPPORT. WE WANT TO ENSURE THAT OLDER ADULTS AND ADULTS WITHDISABILITIES ARE VALUED AND HAVE THE RESOURCES THEY NEED TO LIVE LIFEWITH DIGNITY 14 14 28 30 0 0 11944944 11566798 0 0 1812 3382 0 0 11946756 11570180 9369322 8903670 0 0 1534443 1613662 0 0 0 1103177 1185598 12006942 11702930 -60186 -132750 3071183 2408541 1479755 949863 1591428 1458678 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 3171039 3025418 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. 2510474 2417179 COMMUNITY CARE FOR THE ELDERLY - PROVIDES IN-HOME SERVICES SUCH AS RESPITE, SHOPPING ASSISTANCE, BATHING, HOUSEKEEPING, ETC. 1295024 1277033 ALZHEIMER'S RESPITE SERVICES - PROVIDES IN HOME SERVICES, CAREGIVER TRAINING, TRANSPORTATION, ETC. TO INDIVIDUALS WITH ALZHEIMER'S 3595822 2184040 OTHER PROGRAM SERVICES INCLUDED: HOME CARE FOR THE ELDERLY, AGINGRESOURCE CENTER, VHA HOME CARE, LOW-INCOME HOME ENERGY ASSISTANCE,MEDICAID WAIVER, SERVING HEALTH INSURANCE NEEDS OF ELDERS, AND LOCALSERVICE PROGRAMS 3595822 2184040 10572359 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X THE ORGANIZATION 8504880055 2414 MAHAN DRIVE TALLAHASSEE FL 323085302 ANITA CLARKE PRESIDENT 3.00 X X 0 0 0 DOROTHY ALEXANDER 1ST VICE PRESIDENT 3.00 X X 0 0 0 SHIRLEY OWENS 2ND VICE PRESIDENT 3.00 X X 0 0 0 HARRIET RICH TREASURER 3.00 X X 0 0 0 WILLIE ANN DICKEY SECRETARY 3.00 X X 0 0 0 CHERRY SMITH IMMEDIATE PAST PRESIDENT 3.00 X 0 0 0 ANN WEAVER JOHNSTON BOARD MEMBER 3.00 X 0 0 0 ARZELLA SMITH BOARD MEMBER 3.00 X 0 0 0 MARK BALDINO BOARD MEMBER 3.00 X 0 0 0 KIMBLIN NESMITH BOARD MEMBER 3.00 X 0 0 0 NELSON WILSON BOARD MEMBER 3.00 X 0 0 0 JANICE WISE BOARD MEMBER 3.00 X 0 0 0 MONICA WELLES BOARD MEMBER 3.00 X 0 0 0 BRENDA CARLTON BOARD MEMBER 3.00 X 0 0 0 LISA BRETZ EXECUTVIE DIRECTOR 40.00 X 121619 0 10284 DAVID GAUSS DIRECTOR OF ADMINISTRATION 40.00 X 90404 0 15804 212023 0 26088 2 0 0 0 0 11512998 53800 11566798 3382 3382 11570180 0 0 3382 8678856 8678856 224814 224814 238111 121659 116452 1011643 516888 494755 74782 38209 36573 198272 101305 96967 90854 46421 44433 24079 5946 18133 572591 445530 127061 11218 6276 4942 66345 34713 31632 1656 1225 431 46471 21531 24940 35418 9909 25509 15056 3034 12022 26009 26009 35163 17695 17468 MISCELLANEOUS 319401 282029 37372 COMPUTER SOFTWARE 31826 16016 15810 REPAIRS & MAINTENANCE 365 303 62 11702930 10572359 1130571 0 1218938 840098 30780 102023 1377252 993490 887244 418090 440437 469154 3776 3776 3071183 2408541 1415240 949863 64515 0 1479755 949863 X 1391406 1458678 200022 0 1591428 1458678 3071183 2408541 -132750 0 X X 0 1 X 1 1 1 X 10207497 9162701 10893715 11944944 11566798 53775655 10207497 9162701 10893715 11944944 11566798 53775655 53775655 1000 92 33 1812 3382 6319 53781974 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 242447 242447 434471 242445 192026 90897 90897 0 119429 84748 34681 469154 X 11570180 0 11570180 0 11570180 11702930 0 11702930 0 11702930 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 FINANICAL STATEMENTS OF THE ORGANIZATION. 1 ALZHEIMER'S PROJECT INC 301 EAST THARPE STREET TALLAHASSEE FL 32303 593163907 501(C)(3) 89445 0 ELDER SERVICES BAY COUNTY COUNCIL ON AGING INC 1116 FRANKFORD AVENUE PANAMA CITY FL 32401 591352672 501(C)(3) 1606590 0 ELDER SERVICES BIG BEND AREA HEALTH EDUCATION CENTER 2815 REMINGTON GREEN CIRCLE SUITE 100 TALLAHASSEE FL 32309 593345711 501(C)(3) 91174 0 ELDER SERVICES CALHOUN COUNTY SENIOR CITIZENS ASSOCIATION INC 16859 NORTHEAST CAYSON STREET BLOUNTSTOWN FL 32424 591945679 501(C)(3) 363299 0 ELDER SERVICES ELDER CARE SERVICES INC 2518 WEST TENNESSEE STREEET TALLAHASSEE FL 32304 591426079 501(C)(3) 2362756 0 ELDER SERVICES HOLMES COUNTY COUNCIL ON AGING INC 210 WEST KANSAS AVENUE BONIFAY FL 32425 591311210 501(C)(3) 748230 0 ELDER SERVICES JACKSON COUNTY SENIOR CITIZENS ORGANIZATION INC 5400 CLIFF STREET GRACEVILLE FL 32440 591613298 501(C)(3) 560292 0 ELDER SERVICES JEFFERSON COUNTY SENIOR CITIZENS CENTER INC 1155 NORTH JEFFERSON STREET MONTICELLO FL 32344 592015689 501(C)(3) 160754 0 ELDER SERVICES LEGAL SERVICES OF NORTH FLORIDA INC 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 510197090 501(C)(3) 173484 0 ELDER SERVICES LIBERTY COUNTY SENIOR CITIZENS ASSOCIATION INC PO BOX 730 BRISTOL FL 32321 591769552 501(C)(3) 783850 0 ELDER SERVICES SENIOR CITIZENS COUNCIL OF MADISON COUNTY INC PO BOX 204 MADISON FL 32341 237097794 501(C)(3) 494010 0 ELDER SERVICES TALLAHASSEE SENIOR FOUNDATION 1400 NORTH MONROE STREET TALLAHASSEE FL 32303 592040638 501(C)(3) 36342 0 ELDER SERVICES TAYLOR SENIOR CITIZENS CENTER INC 800 WEST ASH STREET PERRY FL 32347 203093915 501(C)(3) 394829 0 ELDER SERVICES THREE RIVERS LEGAL SERVICES INC 1000 NE 16TH AVE BUILDING I GAINESVILLE FL 32601 591797499 501(C)(3) 10552 0 ELDER SERVICES WAKULLA COUNTY SENIOR CITIZENS COUNCIL INC 33 MICHAEL DRIVE CRAWFORDVILLE FL 32327 591316667 501(C)(3) 185909 0 ELDER SERVICES WASHINGTON COUNTY COUNCIL ON AGING INC 1348 SOUTH BOULEVARD CHIPLEY FL 32428 591485912 501(C)(3) 120010 0 ELDER SERVICES FLORIDA STATE UNIVERSITY COLLEGE OF MEDICINE 1115 WEST CALL STREET TALLAHASSEE FL 32304 591961248 115 43730 0 ELDER SERVICES GADSDEN COUNTY BOARD OF COUNTY COMMISSIONERS ELDERLY AFFAIRS DEPARTMENT 9-B EAST JEFFERSON STREET QUINCY FL 32353 596000616 115 309746 0 ELDER SERVICES 18 HOME CARE FOR THE ELDERLY 181 224708 PART I, LINE 2 THE SUB-RECIPIENTS ARE BEING INFORMED OF THE ASSISTANCE LISTING/CFSA 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-RECIPENTS IS BEING DONE AT LEAST ONE TIME PER YEAR. IF A PROVIDER HAS SIGNIFANCT 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 DEFECIENCIES. 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 A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED DURING THE YEAR TO INCREASE THE MAXIMUM NUMBER OF BOARD MEMBERS TO 14 MEMBERS WITHIN THE ORGANIZATION'S SERVICE AREA AND ALLOW THE BOARD TO APPOINT UP TO TWO AT-LARGE MEMBERS TO SERVE ONE THREE YEAR TERM. IN ADDITION, THE TERMINATION PROCEDURES FOR A BOARD MEMBER WERE UPDATED TO ALLOW THE BOARD TO REMOVE A MEMBER BY MAJORITY VOTE WITH OR WITHOUT CAUSE PRIOR TO THE EXPIRATION OF THEIR TERM AND ESTABLISH REQUIREMENTS FOR ATTENDANCE AT MEETINGS. CONFLICTS OF INTEREST POLICIES WERE UPDATED TO ALIGN WITH DIRECTIVES ESTABLISHED BY THE DEPARTMENT OF ELDER AFFAIRS. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE DIRECTOR AND FISCAL ADMINISTRATOR REVIEW THE 990 BEFORE IT IS SUBMITTED TO THE BOARD FOR REVIEW. 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 RASIES 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 FINANICAL 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.