2025-11-13T11:22:41-06:00 2024-12-31 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2024-01-01 271456179 ELDERSOURCE INC ELDE 9043916600 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 DR SANDY ROBINSON PRESIDENT 9043916600 2025-11-12 1 0 DANA ALEXANDER P01425283 9043566023 2025-11-12 2024 2025-03-06 01:10:19Z AGEWISE LINDA LEVIN 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 353594 0 X MYELDERSOURCE.ORG X 2009 FL ELDERSOURCE INC.'S PRIMARY PURPOSE IS TO PROVIDE GUIDANCE AND OVERSIGHT TO AFFILIATED 501(C)(3) ENTITIES WHOSE PRIMARY PURPOSE IS TO RAISE FUNDS AND PROVIDE SERVICES THAT WILL IMPROVE THE LIVES OF ELDERS AND THEIR CAREGIVERS. IN ADDITION TO SUPPORTING THESE ENTITIES, ELDERSOURCE INC. HAS ACTIVELY ENGAGED WITH A MANAGED CARE HEALTH PLAN AND IS WORKING TO ESTABLISH PARTNERSHIPS WITH OTHER PLANSLAYING THE GROUNDWORK FOR FUTURE COLLABORATIONS THAT WILL FURTHER EXPAND ACCESS TO CARE AND SUPPORT. 7 7 0 7 0 0 66412 347493 0 0 6 1 -16178 -50076 50240 297418 0 0 0 0 0 329759 0 0 0 253032 104411 253032 434170 -202792 -136752 465665 408004 25380 38406 440285 369598 X ELDERSOURCE INC. SERVES AS A GUIDING AND OVERSIGHT BODY FOR AFFILIATED 501(C)(3) ORGANIZATIONS WHOSE PRIMARY MISSION IS TO RAISE FUNDS AND DELIVER SERVICES THAT ENHANCE THE LIVES OF OLDER ADULTS AND THEIR CAREGIVERS. IN ADDITION TO SUPPORTING THESE ENTITIES, ELDERSOURCE INC. HAS ACTIVELY ENGAGED WITH A MANAGED CARE HEALTH PLAN AND IS WORKING TO ESTABLISH PARTNERSHIPS WITH OTHER PLANSLAYING THE GROUNDWORK FOR FUTURE COLLABORATIONS THAT WILL FURTHER EXPAND ACCESS TO CARE AND SUPPORT. 0 0 57415 TOOK OVER THE PROGRAM SERVICES PREVIOUSLY PROVIDED BY ELDERSOURCE INSTITUTE INC. AND MEDICAID MANAGEMENT SERVICES BY PROVIDING ONLINE EDUCATION FOR PROFESSIONALS WITH TOPICS SUCH AS LGBT ELDER CULTURAL COMPETENCY, AGE SENSITIVITY, DISABILITY SENSITIVITY. WE ALSO WORKED TO ESTABLISH PARTNERSHIPS WITH SEVERAL MANAGED CARE PLANS, WHICH WILL POTENTIALLY LEAD TO FUTURE COLLABORATIONS. 57415 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X LINDA LEVIN 9043916600 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 DR SANDY ROBINSON PRESIDENT 1.00 X X 0 0 0 SHELLEY HIRSCH TREASURER 1.00 X X 0 0 0 MELISSA GILREATH SECRETARY 1.00 X X 0 0 0 WALETTE STANFORD VICE PRESIDENT 1.00 X X 0 0 0 STUART GAINES DIRECTOR 1.00 X 0 0 0 PATRICIA COLLIER DIRECTOR 1.00 X 0 0 0 ALEXANDER MOORE DIRECTOR 1.00 X 0 0 0 GRADY WILLIAMS AT LARGE DIRECTOR 1.00 X X 0 0 0 DR CYNTHIA GRIFFIN AT LARGE DIRECTOR 1.00 X X 0 0 0 COURTNEY CONNOR DIRECTOR 1.00 X 0 0 0 BRENDA B EZELL DIRECTOR 1.00 X 0 0 0 VIVILE R DIETRICH DIRECTOR 1.00 X 0 0 0 ADAM ANDERSON DIRECTOR 1.00 X 0 0 0 TODD GRAHAM DIRECTOR 1.00 X 0 0 0 HANADI HAMADI DIRECTOR 1.00 X 0 0 0 IMANI BOYKIN DIRECTOR 1.00 X 0 0 0 BARBARA ANN GREENE DIRECTOR 1.00 X 0 0 0 JULIET WILLIAMS DIRECTOR 1.00 X 0 0 0 ALAN FRASIER DIRECTOR 1.00 X 0 0 0 CHERYL JEFFERSON ADVISORY COUNCIL CHAIR 1.00 X 0 0 0 LINDA LEVIN EXECUTIVE DIRECTOR 1.00 40.00 X 0 173825 0 0 173825 0 0 0 1 0 0 183192 152865 11436 347493 1 1 6100 183192 56176 -50076 -50076 297418 0 0 -50075 229970 229970 99789 936 98853 53757 53757 43035 43035 210 210 5854 2207 3647 OTHERS 1040 1040 MISCELLANEOUS 515 515 434170 57415 376755 0 21396 126570 24457 95195 828 419812 185411 465665 408004 25380 13406 25000 25380 38406 X 440285 369598 440285 369598 465665 408004 X -136752 66065 X 0 1 X 1 0 X 38646 86180 135580 66412 347493 674311 38646 86180 135580 66412 347493 674311 674311 42 3 6 1 52 674363 35351 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATES 185411 185411 X PART X, LINE 2: ALL SUBSIDIARIES THAT MAKE UP THE ORGANIZATION, EXCEPT WISE OWL PROPERTIES, INC., ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR HAVE APPLIED FOR THIS EXEMPT CLASSIFICATION. WISE OWL PROPERTIES, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2024 AND 2023. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY- THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. NIGHT WITH THE STARS 88100 82000 6100 1792 595 7695 6077 19737 SUPPERS FOR SENIORS 101192 101192 20280 189292 183192 6100 1792 595 7695 6077 40017 56176 -50076 X X 0 0 0 0 0 0 0 0 0 LINDA LEVIN EXECUTIVE DIRECTOR 0 173435 0 390 0 0 0 0 0 0 0 173825 0 0 PART I, LINE 3 THE BYLAWS ESTABLISH THAT THE EXECUTIVE COMMITTEE HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. SPECIFIC DUTIES INCLUDE YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND SETTING THE COMPENSATION FOR THE FOLLOWING YEAR. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING FLORIDA AGENCIES ON AGING AND OTHER STUDIES OF COMPARABLE NOT FOR PROFIT AGENCIES. THE COMMITTEE MEETS INDEPENDENT OF THE EXECUTIVE DIRECTOR TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE COMMITTEE ALSO CONSIDERS INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, PROFESSIONAL ADVISORS, GRANT RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE CHIEF EXECUTIVE PRESENT, TO THE FULL BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FINANCE & AUDIT COMMITTEE AND TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING FOR REVIEW AND ACCEPTANCE AS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER RECEIVES THE CONFLICT OF INTEREST POLICY AND SIGNS INDICATING COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT - RECLASS BETWEEN AFFILIATES 66,065. WISE OWL PROPERTIES 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 455567819 HOLD TITLE TO PROPERTY WHICH IT RENTS TO ELDERSOURCE FL 501(C)(2) ELDERSOURCE INC 0 ELDERSOURCE INSTITUTE INC 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 475221862 TO IMPROVE WELLBEING OF ELDERS AND CAREGIVERS IN NE FLORIDA FL 501(C)(3) LINE 10 ELDERSOURCE INC 0 NORTHEAST FLORIDA AREA AGENCY ON AGING INC 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 591569867 TO IMPROVE WELLBEING OF ELDERS AND CAREGIVERS IN NE FLORIDA FL 501(C)(3) LINE 7 ELDERSOURCE INC 0 MEDICAID MANAGEMENT SERVICES 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 833617668 TO IMPROVE WELLBEING OF ELDERS AND CAREGIVERS IN NE FLORIDA FL 501(C)(3) LINE 7 ELDERSOURCE INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 NORTHEAST FL AREA AGENCY ON AGING O 329759 CASH